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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 5,879 | $207.5K | 0.04% | −346−5.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,899 | $208.2K | 0.01% | −5,076−46.3% | Reduced |
| Claris Financial LLC | 5,962 | $210.5K | 0.11% | −438−6.8% | Reduced |
| Savant Capital, LLC | 6,043 | $213.3K | 0.00% | +6,043 | New |
| Vise Technologies, Inc. | 6,139 | $216.7K | 0.00% | +6,139 | New |
| Regions Financial Corp | 6,166 | $217.7K | 0.00% | +291+5.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 6,192 | $218.6K | 0.01% | +6,192 | New |
| Partners in Financial Planning | 6,238 | $220.2K | 0.04% | +13+0.2% | Added |
| GAMMA Investing LLC | 6,280 | $221.7K | 0.01% | +1,165+22.8% | Added |
| PCM Encore, LLC | 6,284 | $221.8K | 0.05% | +6,284 | New |
| CAPROCK Group, Inc. | 6,313 | $222.8K | 0.00% | +6,313 | New |
| Alpha Omega Wealth Management LLC | 6,314 | $222.9K | 0.04% | 00.0% | Unchanged |
| Parkside Investments, LLC | 6,315 | $222.9K | 0.03% | +67+1.1% | Added |
| Quadrant Capital Group LLC | 6,354 | $224.3K | 0.01% | +3,274+106.3% | Added |
| Cresset Asset Management, LLC | 6,400 | $225.9K | 0.00% | −377−5.6% | Reduced |
| Swiss Life Asset Management Ltd | 6,425 | $226.8K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 6,528 | $230.4K | 0.01% | +6,528 | New |
| ZWJ Investment Counsel Inc | 6,549 | $231.2K | 0.01% | −648−9.0% | Reduced |
| Clearstead Advisors, LLC | 6,715 | $237.0K | 0.00% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 6,750 | $238.3K | 0.04% | 00.0% | Unchanged |
| Abel Hall, LLC | 6,949 | $245.3K | 0.06% | +6,949 | New |
| Coldstream Capital Management Inc | 7,081 | $250.0K | 0.00% | +1,268+21.8% | Added |
| Associated Banc-Corp | 7,146 | $252.3K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 7,147 | $252.3K | 0.00% | +7,147 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $254.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 7,266 | $256.5K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,268 | $256.6K | 0.00% | +7,268 | New |
| CI Private Wealth, LLC | 7,408 | $261.5K | 0.00% | +271+3.8% | Added |
| Hendershot Investments Inc. | 7,444 | $262.8K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,507 | $265.0K | 0.00% | +7,507 | New |
| Integrated Investment Consultants, LLC | 7,597 | $268.2K | 0.05% | +20.0% | Added |
| HighPoint Advisor Group LLC | 7,602 | $268.4K | 0.01% | −269−3.4% | Reduced |
| Diversified Trust Co | 7,895 | $278.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,985 | $281.9K | 0.01% | +3,716+87.0% | Added |
| Princeton Capital Management LLC | 8,000 | $282.4K | 0.07% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8,210 | $289.8K | 0.03% | +1,965+31.5% | Added |
| Integrated Wealth Concepts LLC | 8,238 | $290.8K | 0.00% | +601+7.9% | Added |
| Sterling Capital Management LLC | 8,271 | $292.0K | 0.00% | −1,615−16.3% | Reduced |
| Oppenheimer & Co Inc | 8,390 | $296.2K | 0.00% | −125−1.5% | Reduced |
| Evergreen Capital Management LLC | 8,396 | $296.4K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,490 | $299.7K | 0.02% | +16+0.2% | Added |
| SageView Advisory Group, LLC | 8,664 | $305.8K | 0.01% | −90−1.0% | Reduced |
| Heritage Family Offices, LLP | 8,669 | $306.0K | 0.14% | −940−9.8% | Reduced |
| Ensign Peak Advisors, Inc | 8,731 | $308.2K | 0.00% | −17,700−67.0% | Reduced |
| Moors & Cabot, Inc. | 8,807 | $310.9K | 0.01% | −562−6.0% | Reduced |
| Advisory Services Network, LLC | 8,838 | $312.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,937 | $317.0K | 0.00% | −200−2.2% | Reduced |
| Lafayette Investments, Inc. | 9,145 | $322.8K | 0.06% | +2,050+28.9% | Added |
| Equitable Holdings, Inc. | 9,178 | $324.0K | 0.00% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 9,180 | $324.1K | 0.02% | −2,835−23.6% | Reduced |
| RSM US Wealth Management LLC | 9,267 | $329.3K | 0.00% | +985+11.9% | Added |
| CIBC World Markets Corp | 9,438 | $333.2K | 0.00% | +9,438 | New |
| Dover Advisors, LLC | 9,616 | $339.4K | 0.13% | −290−2.9% | Reduced |
| Resources Investment Advisors, LLC. | 10,217 | $360.6K | 0.00% | −677−6.2% | Reduced |
| Bank of Montreal | 10,255 | $362.0K | 0.00% | −245−2.3% | Reduced |
| Skopos Labs, Inc. | 10,025 | $362.5K | 0.02% | +10,025 | New |
| First Manhattan Co | 10,320 | $364.3K | 0.00% | −12,192−54.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,353 | $365.5K | 0.00% | +732+7.6% | Added |
| Atria Investments LLC | 10,413 | $367.6K | 0.00% | −443−4.1% | Reduced |
| Apollon Wealth Management, LLC | 10,433 | $368.3K | 0.01% | +248+2.4% | Added |
| Nisa Investment Advisors, LLC | 10,573 | $373.2K | 0.00% | +122+1.2% | Added |
| Banque Pictet & Cie SA | 10,849 | $383.0K | 0.00% | −2,550−19.0% | Reduced |
| Snowden Capital Advisors LLC | 10,907 | $385.0K | 0.01% | −19−0.2% | Reduced |
| STRS Ohio | 11,000 | $388.3K | 0.00% | −800−6.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,014 | $388.8K | 0.00% | +5,051+84.7% | Added |
| Hopwood Financial Services, Inc. | 11,231 | $396.5K | 0.28% | −876−7.2% | Reduced |
| Xponance, Inc. | 11,305 | $399.1K | 0.00% | +102+0.9% | Added |
| Public Employees Retirement Association of Colorado | 11,478 | $405.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,581 | $408.8K | 0.01% | −338−2.8% | Reduced |
| Vista Investment Management | 11,646 | $411.1K | 0.14% | +590+5.3% | Added |
| Intrust Bank NA | 11,843 | $418.1K | 0.03% | +1,802+17.9% | Added |
| Mercer Global Advisors Inc | 11,850 | $418.3K | 0.00% | +2,964+33.4% | Added |
| Summit Global Investments | 11,970 | $423.0K | 0.03% | −132−1.1% | Reduced |
| Portside Wealth Group, LLC | 12,163 | $429.3K | 0.06% | +1,481+13.9% | Added |
| Nadler Financial Group, Inc. | 12,325 | $435.1K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12,548 | $442.9K | 0.01% | −116−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 12,726 | $449.2K | 0.00% | +12,726 | New |
| Kingsview Wealth Management, LLC | 12,902 | $455.4K | 0.01% | −80−0.6% | Reduced |
| Connable Office Inc | 12,975 | $458.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 12,986 | $458.4K | 0.06% | −2,612−16.7% | Reduced |
| Park Avenue Securities LLC | 13,012 | $459.0K | 0.00% | −422−3.1% | Reduced |
| CIBC Asset Management Inc | 13,399 | $473.0K | 0.00% | +468+3.6% | Added |
| Ledyard National Bank | 13,478 | $475.8K | 0.04% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 13,500 | $476.6K | 0.22% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 13,817 | $487.7K | 0.00% | −2,123−13.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 14,013 | $494.7K | 0.03% | +7,966+131.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 14,048 | $495.9K | 0.05% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 14,240 | $502.7K | 0.12% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 14,308 | $505.1K | 0.00% | −816−5.4% | Reduced |
| HB Wealth Management, LLC | 14,388 | $507.9K | 0.00% | +143+1.0% | Added |
| GWM Advisors LLC | 14,521 | $512.6K | 0.00% | +6,869+89.8% | Added |
| Gilman Hill Asset Management, LLC | 14,708 | $519.2K | 0.08% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 14,719 | $519.6K | 0.17% | 00.0% | Unchanged |
| First National Advisers, LLC | 14,726 | $519.8K | 0.07% | −710−4.6% | Reduced |
| Taylor Financial Group, Inc. | 15,206 | $536.8K | 0.32% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,496 | $547.0K | 0.00% | −237−1.5% | Reduced |
| State of Wisconsin Investment Board | 15,590 | $550.3K | 0.00% | −7,114−31.3% | Reduced |
| Gibbs Wealth Management | 14,783 | $553.5K | 0.13% | −796−5.1% | Reduced |
| JustInvest LLC | 15,849 | $559.5K | 0.01% | −1,304−7.6% | Reduced |
| Vident Advisory, LLC | 15,928 | $562.3K | 0.01% | −225−1.4% | Reduced |