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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 6,314 | $222.9K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,313 | $222.8K | 0.00% | +6,313 | New |
| PCM Encore, LLC | 6,284 | $221.8K | 0.05% | +6,284 | New |
| GAMMA Investing LLC | 6,280 | $221.7K | 0.01% | +1,165+22.8% | Added |
| Partners in Financial Planning | 6,238 | $220.2K | 0.04% | +13+0.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 6,192 | $218.6K | 0.01% | +6,192 | New |
| Regions Financial Corp | 6,166 | $217.7K | 0.00% | +291+5.0% | Added |
| Vise Technologies, Inc. | 6,139 | $216.7K | 0.00% | +6,139 | New |
| Savant Capital, LLC | 6,043 | $213.3K | 0.00% | +6,043 | New |
| Claris Financial LLC | 5,962 | $210.5K | 0.11% | −438−6.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,899 | $208.2K | 0.01% | −5,076−46.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,879 | $207.5K | 0.04% | −346−5.6% | Reduced |
| Wealthspire Advisors, LLC | 5,866 | $207.1K | 0.00% | +599+11.4% | Added |
| Sequoia Financial Advisors, LLC | 5,826 | $205.7K | 0.00% | +5,826 | New |
| Stratos Wealth Partners, LTD. | 5,786 | $204.3K | 0.00% | −185−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,231 | $184.7K | 0.00% | −3,895−42.7% | Reduced |
| Allworth Financial LP | 5,056 | $178.5K | 0.00% | +112+2.3% | Added |
| South State Corp. | 4,335 | $153.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,285 | $151.3K | 0.00% | +33+0.8% | Added |
| Central Pacific Bank - Trust Division | 4,227 | $149.2K | 0.02% | −1,441−25.4% | Reduced |
| KBC Group NV | 3,998 | $141.0K | 0.00% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 3,528 | $124.5K | 0.05% | −2,187−38.3% | Reduced |
| CoreCap Advisors, LLC | 3,454 | $121.9K | 0.00% | −2,308−40.1% | Reduced |
| Danske Bank A/S | 3,400 | $120.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,331 | $117.6K | 0.03% | +2,927+724.5% | Added |
| Smartleaf Asset Management LLC | 3,307 | $117.5K | 0.00% | +1,364+70.2% | Added |
| ORG Wealth Partners, LLC | 3,309 | $116.8K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,255 | $114.9K | 0.01% | +3,255 | New |
| Signaturefd, LLC | 3,200 | $113.0K | 0.00% | −248−7.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,089 | $109.0K | 0.01% | +3,089 | New |
| Scarborough Advisors, LLC | 2,829 | $99.9K | 0.02% | +26+0.9% | Added |
| Concord Wealth Partners | 2,728 | $96.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,632 | $92.9K | 0.00% | −455−14.7% | Reduced |
| Spire Wealth Management | 2,524 | $89.1K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,426 | $85.6K | 0.00% | −22,419−90.2% | Reduced |
| Farther Finance Advisors, LLC | 2,064 | $72.9K | 0.00% | +1,200+138.9% | Added |
| Fifth Third Bancorp | 1,985 | $70.1K | 0.00% | +110+5.9% | Added |
| Versant Capital Management, Inc | 1,708 | $60.3K | 0.01% | +85+5.2% | Added |
| Umb Bank N A | 1,658 | $58.5K | 0.00% | −2−0.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,533 | $54.1K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,354 | $47.8K | 0.01% | −3,327−71.1% | Reduced |
| Huntington National Bank | 1,275 | $45.0K | 0.00% | −3−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,226 | $43.3K | 0.00% | −228−15.7% | Reduced |
| Covestor Ltd | 1,180 | $42.0K | 0.02% | −144−10.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,164 | $41.1K | 0.00% | −155−11.8% | Reduced |
| Commonwealth Retirement Investments LLC | 1,101 | $38.9K | 0.01% | +1,101 | New |
| Curio Wealth, LLC | 900 | $32.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 832 | $29.0K | 0.00% | +117+16.4% | Added |
| Westside Investment Management, Inc. | 780 | $27.7K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 766 | $27.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 758 | $26.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 740 | $26.1K | 0.00% | +580+362.5% | Added |
| NBC Securities, Inc. | 737 | $26.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 731 | $25.8K | 0.01% | +45+6.6% | Added |
| SRS Capital Advisors, Inc. | 720 | $25.4K | 0.00% | −2,913−80.2% | Reduced |
| Private Trust Co NA | 719 | $25.4K | 0.00% | +149+26.1% | Added |
| Wellington-Altus USA Inc. | 701 | $24.7K | 0.02% | +701 | New |
| Sound Income Strategies, LLC | 601 | $23.1K | 0.00% | +601 | New |
| Torren Management, LLC | 603 | $21.3K | 0.01% | +603 | New |
| Hilton Head Capital Partners, LLC | 545 | $19.2K | 0.01% | +545 | New |
| Los Angeles Capital Management LLC | 590 | $19.2K | 0.00% | +590 | New |
| Advisors Asset Management, Inc. | 505 | $17.8K | 0.00% | +505 | New |
| Parkside Financial Bank & Trust | 485 | $17.1K | 0.00% | +207+74.5% | Added |
| Harbor Capital Advisors, Inc. | 438 | $15.0K | 0.00% | −7−1.6% | Reduced |
| Assetmark, Inc | 394 | $13.9K | 0.00% | +40+11.3% | Added |
| Kemnay Advisory Services Inc. | 385 | $13.6K | 0.00% | +385 | New |
| Crewe Advisors LLC | 359 | $12.7K | 0.00% | +37+11.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 328 | $11.7K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 292 | $10.3K | 0.00% | +82+39.0% | Added |
| Bare Financial Services, Inc | 280 | $9.88K | 0.00% | +37+15.2% | Added |
| First United Bank Trust | 270 | $9.53K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 243 | $8.58K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 240 | $8.47K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 217 | $7.66K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 213 | $7.52K | 0.00% | −370−63.5% | Reduced |
| Rothschild Investment LLC | 209 | $7.38K | 0.00% | +24+13.0% | Added |
| DV Trading LLC | 200 | $7.06K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 194 | $6.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 190 | $6.71K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 166 | $5.86K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 156 | $5.51K | 0.00% | −15−8.8% | Reduced |
| Harbor Investment Advisory, LLC | 152 | $5.37K | 0.00% | 00.0% | Unchanged |
| MH & Associates Securities Management Corp | 135 | $4.77K | 0.00% | +135 | New |
| Basecamp Wealth Advisors LLC | 98 | $3.46K | 0.00% | +98 | New |
| True Wealth Design, LLC | 89 | $3.14K | 0.00% | −1−1.1% | Reduced |
| UMA Financial Services, Inc. | 81 | $2.86K | 0.00% | +30+58.8% | Added |
| Brown Brothers Harriman & Co | 77 | $2.72K | 0.00% | +77 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $2.61K | 0.00% | −3−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $2.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $2.37K | 0.00% | +27+67.5% | Added |
| Larson Financial Group LLC | 67 | $2.37K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 56 | $1.98K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 52 | $1.84K | 0.00% | +52 | New |
| Rialto Wealth Management, LLC | 50 | $1.76K | 0.00% | +4+8.7% | Added |
| Glen Eagle Advisors, LLC | 39 | $1.38K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 38 | $1.34K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 25 | $883 | 0.00% | +25 | New |
| Central Trust Co | 20 | $706 | 0.00% | +20 | New |
| Kilter Group LLC | 17 | $601 | 0.00% | −26−60.5% | Reduced |
| Signature Equity Partners, LLC | 17 | $600 | 0.00% | +17 | New |