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, Q4 2025
Institutional positions in Atlantic Union Bankshares Corp as of Dec 31, 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
- 412
- +21 vs. Q3 2025
- Shares held
- 121.3M
- +2.75M (+2.3%) vs. Q3 2025
- Total value
- $4.28B
- +$99.4M (+2.4%) vs. Q3 2025
- New holders
- 52
- 121 more added
- Sold out
- 31
- 164 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $104 | 0.00% | +3 | New |
| Optima Capital LLC | 3 | $106 | 0.00% | +3 | New |
| Cedar Mountain Advisors, LLC | 4 | $141 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $177 | 0.00% | −20,813−100.0% | Reduced |
| Nemes Rush Group LLC | 6 | $212 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 8 | $283 | 0.00% | +2+33.3% | Added |
| SJS Investment Consulting Inc. | 9 | $318 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $318 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 10 | $353 | 0.00% | +6+150.0% | Added |
| Gilpin Wealth Management, LLC | 12 | $424 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $495 | 0.00% | +1+7.7% | Added |
| CVA Family Office, LLC | 15 | $530 | 0.00% | +15 | New |
| Signature Equity Partners, LLC | 17 | $600 | 0.00% | +17 | New |
| Kilter Group LLC | 17 | $601 | 0.00% | −26−60.5% | Reduced |
| Central Trust Co | 20 | $706 | 0.00% | +20 | New |
| Ankerstar Wealth, LLC | 25 | $883 | 0.00% | +25 | New |
| Hughes Financial Services, LLC | 38 | $1.34K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $1.38K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 50 | $1.76K | 0.00% | +4+8.7% | Added |
| Keating Financial Advisory Services, Inc. | 52 | $1.84K | 0.00% | +52 | New |
| Financial Network Wealth Advisors LLC | 56 | $1.98K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 67 | $2.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $2.37K | 0.00% | +27+67.5% | Added |
| Farmers & Merchants Investments Inc | 70 | $2.47K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $2.61K | 0.00% | −3−3.9% | Reduced |
| Brown Brothers Harriman & Co | 77 | $2.72K | 0.00% | +77 | New |
| UMA Financial Services, Inc. | 81 | $2.86K | 0.00% | +30+58.8% | Added |
| True Wealth Design, LLC | 89 | $3.14K | 0.00% | −1−1.1% | Reduced |
| Basecamp Wealth Advisors LLC | 98 | $3.46K | 0.00% | +98 | New |
| MH & Associates Securities Management Corp | 135 | $4.77K | 0.00% | +135 | New |
| Harbor Investment Advisory, LLC | 152 | $5.37K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 156 | $5.51K | 0.00% | −15−8.8% | Reduced |
| Fortitude Family Office, LLC | 166 | $5.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 190 | $6.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 194 | $6.85K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 200 | $7.06K | 0.00% | +200 | New |
| Rothschild Investment LLC | 209 | $7.38K | 0.00% | +24+13.0% | Added |
| Optiver Holding B.V. | 213 | $7.52K | 0.00% | −370−63.5% | Reduced |
| Old Point Trust & Financial Services N A | 217 | $7.66K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 240 | $8.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 243 | $8.58K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 270 | $9.53K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 280 | $9.88K | 0.00% | +37+15.2% | Added |
| Root Financial Partners, LLC | 292 | $10.3K | 0.00% | +82+39.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 328 | $11.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 359 | $12.7K | 0.00% | +37+11.5% | Added |
| Kemnay Advisory Services Inc. | 385 | $13.6K | 0.00% | +385 | New |
| Assetmark, Inc | 394 | $13.9K | 0.00% | +40+11.3% | Added |
| Harbor Capital Advisors, Inc. | 438 | $15.0K | 0.00% | −7−1.6% | Reduced |
| Parkside Financial Bank & Trust | 485 | $17.1K | 0.00% | +207+74.5% | Added |
| Advisors Asset Management, Inc. | 505 | $17.8K | 0.00% | +505 | New |
| Los Angeles Capital Management LLC | 590 | $19.2K | 0.00% | +590 | New |
| Hilton Head Capital Partners, LLC | 545 | $19.2K | 0.01% | +545 | New |
| Torren Management, LLC | 603 | $21.3K | 0.01% | +603 | New |
| Sound Income Strategies, LLC | 601 | $23.1K | 0.00% | +601 | New |
| Wellington-Altus USA Inc. | 701 | $24.7K | 0.02% | +701 | New |
| Private Trust Co NA | 719 | $25.4K | 0.00% | +149+26.1% | Added |
| SRS Capital Advisors, Inc. | 720 | $25.4K | 0.00% | −2,913−80.2% | Reduced |
| Essential Partners LLC | 731 | $25.8K | 0.01% | +45+6.6% | Added |
| NBC Securities, Inc. | 737 | $26.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 740 | $26.1K | 0.00% | +580+362.5% | Added |
| Parallel Advisors, LLC | 758 | $26.8K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 766 | $27.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 780 | $27.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 832 | $29.0K | 0.00% | +117+16.4% | Added |
| Curio Wealth, LLC | 900 | $32.9K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,101 | $38.9K | 0.01% | +1,101 | New |
| CIBC Private Wealth Group, LLC | 1,164 | $41.1K | 0.00% | −155−11.8% | Reduced |
| Covestor Ltd | 1,180 | $42.0K | 0.02% | −144−10.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,226 | $43.3K | 0.00% | −228−15.7% | Reduced |
| Huntington National Bank | 1,275 | $45.0K | 0.00% | −3−0.2% | Reduced |
| Financial Consulate, Inc | 1,354 | $47.8K | 0.01% | −3,327−71.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,533 | $54.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,658 | $58.5K | 0.00% | −2−0.1% | Reduced |
| Versant Capital Management, Inc | 1,708 | $60.3K | 0.01% | +85+5.2% | Added |
| Fifth Third Bancorp | 1,985 | $70.1K | 0.00% | +110+5.9% | Added |
| Farther Finance Advisors, LLC | 2,064 | $72.9K | 0.00% | +1,200+138.9% | Added |
| Aquatic Capital Management LLC | 2,426 | $85.6K | 0.00% | −22,419−90.2% | Reduced |
| Spire Wealth Management | 2,524 | $89.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,632 | $92.9K | 0.00% | −455−14.7% | Reduced |
| Concord Wealth Partners | 2,728 | $96.3K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2,829 | $99.9K | 0.02% | +26+0.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,089 | $109.0K | 0.01% | +3,089 | New |
| Signaturefd, LLC | 3,200 | $113.0K | 0.00% | −248−7.2% | Reduced |
| CWM Advisors, LLC | 3,255 | $114.9K | 0.01% | +3,255 | New |
| ORG Wealth Partners, LLC | 3,309 | $116.8K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,307 | $117.5K | 0.00% | +1,364+70.2% | Added |
| Caitong International Asset Management Co., Ltd | 3,331 | $117.6K | 0.03% | +2,927+724.5% | Added |
| Danske Bank A/S | 3,400 | $120.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,454 | $121.9K | 0.00% | −2,308−40.1% | Reduced |
| Cascades Capital Asset Management, LLC | 3,528 | $124.5K | 0.05% | −2,187−38.3% | Reduced |
| KBC Group NV | 3,998 | $141.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 4,227 | $149.2K | 0.02% | −1,441−25.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,285 | $151.3K | 0.00% | +33+0.8% | Added |
| South State Corp. | 4,335 | $153.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,056 | $178.5K | 0.00% | +112+2.3% | Added |
| Tower Research Capital LLC (TRC) | 5,231 | $184.7K | 0.00% | −3,895−42.7% | Reduced |
| Stratos Wealth Partners, LTD. | 5,786 | $204.3K | 0.00% | −185−3.1% | Reduced |
| Sequoia Financial Advisors, LLC | 5,826 | $205.7K | 0.00% | +5,826 | New |
| Wealthspire Advisors, LLC | 5,866 | $207.1K | 0.00% | +599+11.4% | Added |