Atlantic Union Bankshares Corp
AUB- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000883948
No open-market purchases or sales by Atlantic Union Bankshares Corp insiders were filed in the last 90 days; 453 institutions reported holding it in 13F filings for Q2 2026, worth $5.24B in total; no superinvestor holds it.
Other share classesAUB.PA
13F holders, Q3 2025
Institutional positions in Atlantic Union Bankshares Corp as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 397
- +18 vs. Q2 2025
- Shares held
- 118.7M
- +1.34M (+1.1%) vs. Q2 2025
- Total value
- $4.19B
- +$517.0M (+14.1%) vs. Q2 2025
- New holders
- 51
- 144 more added
- Sold out
- 33
- 132 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AUB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 453 | $5.24B |
| Q1 2026 | 435 | $4.39B |
| Q4 2025 | 412 | $4.28B |
| Q3 2025 | 397 | $4.19B |
| Q2 2025 | 384 | $3.68B |
| Q1 2025 | 357 | $2.82B |
| Q4 2024 | 339 | $3.19B |
| Q3 2024 | 304 | $2.56B |
| Q2 2024 | 274 | $2.17B |
| Q1 2024 | 274 | $2.08B |
| Q4 2023 | 253 | $2.16B |
| Q3 2023 | 243 | $1.71B |
| Q2 2023 | 226 | $1.52B |
| Q1 2023 | 250 | $2.18B |
| Q4 2022 | 255 | $1.86B |
| Q3 2022 | 240 | $1.62B |
| Q2 2022 | 234 | $1.80B |
| Q1 2022 | 252 | $1.93B |
| Q4 2021 | 244 | $1.96B |
| Q3 2021 | 238 | $1.95B |
| Q2 2021 | 239 | $1.96B |
| Q1 2021 | 232 | $2.14B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 6,245 | $220.4K | 0.02% | −248−3.8% | Reduced |
| Partners in Financial Planning | 6,225 | $219.7K | 0.04% | +6,225 | New |
| Legacy Capital Wealth Partners, LLC | 6,225 | $219.7K | 0.05% | +6,225 | New |
| FourThought Financial Partners, LLC | 6,084 | $214.7K | 0.02% | +6,084 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 6,047 | $213.4K | 0.02% | +6,047 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $213.2K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,971 | $210.7K | 0.00% | +5,971 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,963 | $210.4K | 0.00% | +5,963 | New |
| Regions Financial Corp | 5,875 | $207.3K | 0.00% | +5,875 | New |
| Coldstream Capital Management Inc | 5,813 | $205.2K | 0.00% | +5,813 | New |
| CoreCap Advisors, LLC | 5,762 | $203.3K | 0.01% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 5,715 | $201.7K | 0.09% | −1,000−14.9% | Reduced |
| Central Pacific Bank - Trust Division | 5,668 | $200.0K | 0.02% | +1,842+48.1% | Added |
| Wealthspire Advisors, LLC | 5,267 | $185.9K | 0.00% | −2,227−29.7% | Reduced |
| GAMMA Investing LLC | 5,115 | $180.5K | 0.01% | +1,153+29.1% | Added |
| Allworth Financial LP | 4,944 | $174.5K | 0.00% | −7−0.1% | Reduced |
| Financial Consulate, Inc | 4,681 | $165.2K | 0.02% | +4,681 | New |
| South State Corp. | 4,335 | $153.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,269 | $150.7K | 0.00% | +50+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 4,252 | $150.1K | 0.00% | −205−4.6% | Reduced |
| KBC Group NV | 3,998 | $141.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,633 | $128.2K | 0.00% | +3,372+1,292.0% | Added |
| Signaturefd, LLC | 3,448 | $121.7K | 0.00% | −129−3.6% | Reduced |
| Danske Bank A/S | 3,400 | $120.0K | 0.00% | −1,913−36.0% | Reduced |
| ORG Wealth Partners, LLC | 3,309 | $116.8K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,087 | $108.9K | 0.00% | −798−20.5% | Reduced |
| Main Street Group, LTD | 3,082 | $108.8K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,080 | $108.7K | 0.00% | +3,080 | New |
| Scarborough Advisors, LLC | 2,803 | $98.9K | 0.02% | +23+0.8% | Added |
| Concord Wealth Partners | 2,728 | $96.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,524 | $89.1K | 0.00% | +5+0.2% | Added |
| State of Wyoming | 2,482 | $87.6K | 0.01% | −795−24.3% | Reduced |
| Johnson Financial Group, Inc. | 2,185 | $77.1K | 0.00% | +2,185 | New |
| Smartleaf Asset Management LLC | 1,943 | $69.2K | 0.00% | +939+93.5% | Added |
| Fifth Third Bancorp | 1,875 | $66.2K | 0.00% | −177−8.6% | Reduced |
| Umb Bank N A | 1,660 | $58.6K | 0.00% | +407+32.5% | Added |
| Versant Capital Management, Inc | 1,623 | $57.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20,818 | $56.4K | 0.00% | +20,816+1,040,800.0% | Added |
| Nomura Asset Management Co Ltd | 1,533 | $54.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,454 | $51.3K | 0.00% | −88−5.7% | Reduced |
| Abich Financial Wealth Management LLC | 1,422 | $50.2K | 0.02% | +1,422 | New |
| Covestor Ltd | 1,324 | $47.0K | 0.03% | −1,335−50.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,319 | $46.5K | 0.00% | +188+16.6% | Added |
| Huntington National Bank | 1,278 | $45.1K | 0.00% | −20−1.5% | Reduced |
| Curio Wealth, LLC | 900 | $31.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 864 | $30.5K | 0.00% | +653+309.5% | Added |
| Principal Securities, Inc. | 779 | $27.5K | 0.00% | +138+21.5% | Added |
| Westside Investment Management, Inc. | 780 | $27.4K | 0.00% | +390+100.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 766 | $27.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 758 | $26.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 737 | $26.0K | 0.00% | −75−9.2% | Reduced |
| Bessemer Group Inc | 715 | $25.0K | 0.00% | −2,044−74.1% | Reduced |
| Essential Partners LLC | 686 | $24.2K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 607 | $21.4K | 0.00% | +607 | New |
| Optiver Holding B.V. | 583 | $20.6K | 0.00% | +222+61.5% | Added |
| Private Trust Co NA | 570 | $20.1K | 0.00% | +246+75.9% | Added |
| Rise Advisors, LLC | 522 | $18.4K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 445 | $16.0K | 0.00% | −124−21.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 404 | $14.3K | 0.01% | +404 | New |
| Assetmark, Inc | 354 | $12.5K | 0.00% | +225+174.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 328 | $11.6K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 322 | $11.4K | 0.00% | +322 | New |
| Parkside Financial Bank & Trust | 278 | $9.81K | 0.00% | +208+297.1% | Added |
| First United Bank Trust | 270 | $9.53K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 243 | $8.58K | 0.00% | +4+1.7% | Added |
| Red Tortoise LLC | 243 | $8.57K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 240 | $8.47K | 0.00% | +240 | New |
| Old Point Trust & Financial Services N A | 217 | $7.66K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 210 | $7.41K | 0.00% | +210 | New |
| Massmutual Trust Co FSB | 194 | $6.85K | 0.00% | −6−3.0% | Reduced |
| Private Wealth Management Group, LLC | 190 | $6.71K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 185 | $6.53K | 0.00% | −51−21.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 171 | $6.03K | 0.00% | +25+17.1% | Added |
| Fortitude Family Office, LLC | 166 | $5.86K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 160 | $5.65K | 0.00% | +160 | Added |
| Harbor Investment Advisory, LLC | 152 | $5.36K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 90 | $3.18K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 111 | $3.00K | 0.00% | +66+146.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $2.72K | 0.00% | +3+4.1% | Added |
| Farmers & Merchants Investments Inc | 70 | $2.47K | 0.00% | +18+34.6% | Added |
| Larson Financial Group LLC | 67 | $2.36K | 0.00% | +29+76.3% | Added |
| Financial Network Wealth Advisors LLC | 56 | $1.98K | 0.00% | +56 | New |
| Salem Investment Counselors Inc | 54 | $1.91K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 51 | $1.80K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 46 | $1.62K | 0.00% | +3+7.0% | Added |
| Kilter Group LLC | 43 | $1.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $1.41K | 0.00% | −1−2.4% | Reduced |
| Glen Eagle Advisors, LLC | 39 | $1.38K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $1.31K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 38 | $1.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $465 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $318 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $212 | 0.00% | +3+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $141 | 0.00% | +1+33.3% | Added |
| Cedar Mountain Advisors, LLC | 4 | $141 | 0.00% | +4 | New |
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −342,002−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −321,400−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −155,139−100.0% | Sold out |