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, Q1 2026
Institutional positions in Atlantic Union Bankshares Corp as of Mar 31, 2026. 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
- 435
- +30 vs. Q4 2025
- Shares held
- 122.8M
- +17.7M (+16.9%) vs. Q4 2025
- Total value
- $4.39B
- +$678.0M (+18.3%) vs. Q4 2025
- New holders
- 64
- 149 more added
- Sold out
- 34
- 139 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 3,262 | $116.6K | 0.00% | +3,253+36,144.4% | Added |
| ORG Wealth Partners, LLC | 3,309 | $118.3K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 4,335 | $154.9K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,741 | $169.4K | 0.00% | −3,530−42.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,868 | $174.0K | 0.00% | +583+13.6% | Added |
| KBC Group NV | 5,045 | $180.0K | 0.00% | +1,047+26.2% | Added |
| Central Pacific Bank - Trust Division | 5,397 | $192.9K | 0.02% | +1,170+27.7% | Added |
| Schonfeld Strategic Advisors LLC | 5,677 | $202.9K | 0.00% | −1,591−21.9% | Reduced |
| Savant Capital, LLC | 5,735 | $205.0K | 0.00% | −308−5.1% | Reduced |
| SG Americas Securities, LLC | 5,742 | $205.0K | 0.00% | −1,526,731−99.6% | Reduced |
| Norden Group LLC | 5,739 | $205.1K | 0.02% | +5,739 | New |
| Stratos Wealth Partners, LTD. | 5,787 | $206.8K | 0.00% | +10.0% | Added |
| Sanctuary Advisors, LLC | 5,823 | $208.1K | 0.00% | +5,823 | New |
| Empowered Funds, LLC | 5,846 | $208.9K | 0.00% | +5,846 | New |
| Harvest Investment Services, LLC | 5,876 | $210.0K | 0.04% | +5,876 | New |
| Claris Financial LLC | 5,963 | $213.1K | 0.12% | +10.0% | Added |
| Coldstream Capital Management Inc | 6,040 | $215.9K | 0.00% | −1,041−14.7% | Reduced |
| Vise Technologies, Inc. | 6,139 | $216.7K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 6,081 | $217.3K | 0.04% | +6,081 | New |
| Regions Financial Corp | 6,083 | $217.4K | 0.00% | −83−1.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 6,192 | $221.3K | 0.01% | 00.0% | Unchanged |
| Partners in Financial Planning | 6,250 | $223.4K | 0.04% | +12+0.2% | Added |
| Quadrant Capital Group LLC | 6,290 | $224.8K | 0.01% | −64−1.0% | Reduced |
| CAPROCK Group, Inc. | 6,303 | $225.3K | 0.01% | −10−0.2% | Reduced |
| Alpha Omega Wealth Management LLC | 6,314 | $225.7K | 0.04% | 00.0% | Unchanged |
| PCM Encore, LLC | 6,376 | $227.9K | 0.05% | +92+1.5% | Added |
| Moneta Group Investment Advisors LLC | 6,438 | $230.1K | 0.00% | +6,438 | New |
| Toth Financial Advisory Corp | 6,510 | $232.7K | 0.03% | −1,700−20.7% | Reduced |
| Cresset Asset Management, LLC | 6,525 | $233.2K | 0.00% | +125+2.0% | Added |
| Clearstead Advisors, LLC | 6,536 | $233.6K | 0.00% | −179−2.7% | Reduced |
| Axxcess Wealth Management, LLC | 6,540 | $233.7K | 0.01% | +6,540 | New |
| ZWJ Investment Counsel Inc | 6,550 | $234.1K | 0.01% | +10.0% | Added |
| GAMMA Investing LLC | 6,657 | $237.9K | 0.01% | +377+6.0% | Added |
| Pettyjohn, Wood & White, Inc | 6,732 | $240.6K | 0.04% | −18−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $246.2K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 6,968 | $249.0K | 0.00% | +6,968 | New |
| Buckingham Strategic Partners | 7,150 | $255.3K | 0.00% | +30.0% | Added |
| Associated Banc-Corp | 7,146 | $255.4K | 0.01% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 7,214 | $257.8K | 0.01% | +7,214 | New |
| Envestnet Portfolio Solutions, Inc. | 7,230 | $258.4K | 0.00% | −3,123−30.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 7,266 | $259.7K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,444 | $266.0K | 0.04% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 7,505 | $268.2K | 0.06% | −92−1.2% | Reduced |
| Glenmede Trust Co NA | 7,618 | $272.3K | 0.00% | +111+1.5% | Added |
| Argent Trust Co | 7,670 | $274.1K | 0.01% | +1,142+17.5% | Added |
| SIMA Wealth Partners, LLC | 7,679 | $274.4K | 0.21% | +7,679 | New |
| DRW Securities, LLC | 7,858 | $280.8K | 0.02% | −8,785−52.8% | Reduced |
| Farringdon Capital, Ltd. | 7,951 | $284.2K | 0.06% | +7,951 | New |
| Nisa Investment Advisors, LLC | 7,983 | $285.3K | 0.00% | −2,590−24.5% | Reduced |
| Princeton Capital Management LLC | 8,000 | $285.9K | 0.08% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 8,087 | $289.0K | 0.01% | +2,188+37.1% | Added |
| DnB Asset Management AS | 8,142 | $291.0K | 0.00% | +8,142 | New |
| Stokes Capital Advisors, LLC | 8,250 | $294.9K | 0.07% | +8,250 | New |
| Marshall Wace, LLP | 8,258 | $295.1K | 0.00% | −143,612−94.6% | Reduced |
| CIBC Bancorp USA Inc. | 8,321 | $297.4K | 0.00% | +8,321 | New |
| Advisory Services Network, LLC | 8,343 | $298.2K | 0.00% | −495−5.6% | Reduced |
| Oppenheimer & Co Inc | 8,384 | $299.6K | 0.00% | −6−0.1% | Reduced |
| Evergreen Capital Management LLC | 8,396 | $300.1K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,504 | $303.9K | 0.02% | +14+0.2% | Added |
| Diversified Trust Co | 8,576 | $306.5K | 0.01% | +681+8.6% | Added |
| Fiduciary Trust Co | 8,606 | $307.6K | 0.00% | −9,639−52.8% | Reduced |
| SageView Advisory Group, LLC | 8,657 | $309.4K | 0.01% | −7−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 8,731 | $312.0K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,805 | $314.7K | 0.01% | +8,805 | New |
| Swiss Life Asset Management Ltd | 8,987 | $321.2K | 0.00% | +2,562+39.9% | Added |
| Equitable Holdings, Inc. | 9,178 | $324.0K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 9,111 | $325.6K | 0.07% | +2,162+31.1% | Added |
| Lafayette Investments, Inc. | 9,145 | $326.8K | 0.07% | 00.0% | Unchanged |
| Wolfstich Capital, LLC | 9,450 | $327.5K | 0.29% | +9,450 | New |
| Resources Investment Advisors, LLC. | 9,282 | $331.7K | 0.00% | −935−9.2% | Reduced |
| Integrated Wealth Concepts LLC | 9,660 | $345.2K | 0.00% | +1,422+17.3% | Added |
| Walleye Capital LLC | 9,726 | $347.6K | 0.00% | +9,726 | New |
| O'Shaughnessy Asset Management, LLC | 9,760 | $348.8K | 0.00% | +9,760 | New |
| Founders Financial Securities LLC | 9,180 | $356.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 10,000 | $357.4K | 0.00% | −1,000−9.1% | Reduced |
| Atria Investments LLC | 10,122 | $361.8K | 0.00% | −291−2.8% | Reduced |
| First Manhattan Co | 10,320 | $368.8K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,581 | $378.2K | 0.01% | −10,212−49.1% | Reduced |
| Apollon Wealth Management, LLC | 10,632 | $380.0K | 0.01% | +199+1.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,758 | $384.5K | 0.00% | −256−2.3% | Reduced |
| Connable Office Inc | 10,847 | $387.7K | 0.04% | −2,128−16.4% | Reduced |
| HB Wealth Management, LLC | 11,117 | $397.3K | 0.00% | −3,271−22.7% | Reduced |
| Hopwood Financial Services, Inc. | 11,231 | $401.4K | 0.27% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,327 | $404.8K | 0.00% | +2,060+22.2% | Added |
| Snowden Capital Advisors LLC | 11,448 | $409.2K | 0.01% | +541+5.0% | Added |
| Summit Global Investments | 11,463 | $410.0K | 0.02% | −507−4.2% | Reduced |
| Public Employees Retirement Association of Colorado | 11,478 | $410.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,516 | $411.6K | 0.01% | +11,516 | New |
| Bank of Montreal | 11,560 | $413.2K | 0.00% | +1,305+12.7% | Added |
| Ameritas Investment Partners, Inc. | 11,581 | $413.9K | 0.01% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 12,325 | $440.5K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 12,348 | $441.4K | 0.00% | +12,348 | New |
| Park Avenue Securities LLC | 12,441 | $445.0K | 0.00% | −571−4.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,474 | $445.8K | 0.03% | −1,539−11.0% | Reduced |
| Russell Investments Group, Ltd. | 12,489 | $446.4K | 0.00% | −1,819−12.7% | Reduced |
| Portside Wealth Group, LLC | 12,549 | $448.5K | 0.06% | +386+3.2% | Added |
| Accordant Advisory Group Inc | 12,635 | $451.6K | 0.28% | −22,543−64.1% | Reduced |
| Geneos Wealth Management Inc. | 12,764 | $456.2K | 0.01% | +216+1.7% | Added |
| Tower Research Capital LLC (TRC) | 12,943 | $462.6K | 0.01% | +7,712+147.4% | Added |
| First National Advisers, LLC | 12,975 | $463.7K | 0.07% | −1,751−11.9% | Reduced |