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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 21,089 | $753.7K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 20,652 | $738.1K | 0.02% | −183−0.9% | Reduced |
| M&T Bank Corp | 20,363 | $727.9K | 0.00% | +3,504+20.8% | Added |
| New Age Alpha Advisors, LLC | 19,268 | $688.6K | 0.03% | −478−2.4% | Reduced |
| Campbell Deegan Wealth Management, LLC | 19,248 | $687.9K | 0.55% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 19,111 | $683.0K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 18,720 | $669.1K | 0.01% | −4,862−20.6% | Reduced |
| Harbor Advisors LLC | 18,644 | $666.3K | 0.10% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 18,292 | $653.8K | 0.01% | +18,292 | New |
| Trust Point Inc. | 17,522 | $626.2K | 0.05% | +1,210+7.4% | Added |
| Tritonpoint Wealth, LLC | 16,714 | $597.4K | 0.06% | −67−0.4% | Reduced |
| Salzhauer Michael | 16,578 | $592.5K | 0.28% | 00.0% | Unchanged |
| CWM, LLC | 16,544 | $591.3K | 0.00% | +387+2.4% | Added |
| GWM Advisors LLC | 16,520 | $590.4K | 0.00% | +1,999+13.8% | Added |
| Mutual of America Capital Management LLC | 16,225 | $579.9K | 0.01% | −64−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,053 | $573.7K | 0.01% | +16,053 | New |
| GTS Securities LLC | 16,032 | $573.0K | 0.02% | +16,032 | New |
| Cambridge Investment Research Advisors, Inc. | 15,307 | $547.0K | 0.00% | −189−1.2% | Reduced |
| Taylor Financial Group, Inc. | 15,056 | $538.1K | 0.33% | −150−1.0% | Reduced |
| Tred Avon Family Wealth, LLC | 14,719 | $526.1K | 0.17% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 14,708 | $525.7K | 0.08% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 14,405 | $514.8K | 0.05% | +14,405 | New |
| Graves-Light Private Wealth Management, Inc. | 14,048 | $502.1K | 0.05% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 14,015 | $500.9K | 0.12% | −225−1.6% | Reduced |
| Pathstone Holdings, LLC | 13,930 | $497.9K | 0.00% | +113+0.8% | Added |
| Mercer Global Advisors Inc | 13,573 | $485.1K | 0.00% | +1,723+14.5% | Added |
| Ledyard National Bank | 13,478 | $481.7K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 13,451 | $480.7K | 0.00% | +2,146+19.0% | Added |
| Centiva Capital, LP | 13,402 | $479.0K | 0.02% | +13,402 | New |
| Segall Bryant & Hamill, LLC | 13,325 | $476.2K | 0.01% | +13,325 | New |
| Intrust Bank NA | 13,227 | $472.7K | 0.04% | +1,384+11.7% | Added |
| Kingsview Wealth Management, LLC | 13,129 | $469.2K | 0.01% | +227+1.8% | Added |
| Vista Investment Management | 12,991 | $464.3K | 0.16% | +1,345+11.5% | Added |
| D'Orazio & Associates, Inc. | 12,986 | $464.1K | 0.06% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 12,981 | $463.9K | 0.00% | −418−3.1% | Reduced |
| First National Advisers, LLC | 12,975 | $463.7K | 0.07% | −1,751−11.9% | Reduced |
| Tower Research Capital LLC (TRC) | 12,943 | $462.6K | 0.01% | +7,712+147.4% | Added |
| Geneos Wealth Management Inc. | 12,764 | $456.2K | 0.01% | +216+1.7% | Added |
| Accordant Advisory Group Inc | 12,635 | $451.6K | 0.28% | −22,543−64.1% | Reduced |
| Portside Wealth Group, LLC | 12,549 | $448.5K | 0.06% | +386+3.2% | Added |
| Russell Investments Group, Ltd. | 12,489 | $446.4K | 0.00% | −1,819−12.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 12,474 | $445.8K | 0.03% | −1,539−11.0% | Reduced |
| Park Avenue Securities LLC | 12,441 | $445.0K | 0.00% | −571−4.4% | Reduced |
| Benjamin Edwards Inc | 12,348 | $441.4K | 0.00% | +12,348 | New |
| Nadler Financial Group, Inc. | 12,325 | $440.5K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,581 | $413.9K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 11,560 | $413.2K | 0.00% | +1,305+12.7% | Added |
| XTX Topco Ltd | 11,516 | $411.6K | 0.01% | +11,516 | New |
| 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 |
| Snowden Capital Advisors LLC | 11,448 | $409.2K | 0.01% | +541+5.0% | Added |
| RSM US Wealth Management LLC | 11,327 | $404.8K | 0.00% | +2,060+22.2% | Added |
| Hopwood Financial Services, Inc. | 11,231 | $401.4K | 0.27% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 11,117 | $397.3K | 0.00% | −3,271−22.7% | Reduced |
| Connable Office Inc | 10,847 | $387.7K | 0.04% | −2,128−16.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,758 | $384.5K | 0.00% | −256−2.3% | Reduced |
| Apollon Wealth Management, LLC | 10,632 | $380.0K | 0.01% | +199+1.9% | Added |
| Profund Advisors LLC | 10,581 | $378.2K | 0.01% | −10,212−49.1% | Reduced |
| First Manhattan Co | 10,320 | $368.8K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 10,122 | $361.8K | 0.00% | −291−2.8% | Reduced |
| STRS Ohio | 10,000 | $357.4K | 0.00% | −1,000−9.1% | Reduced |
| Founders Financial Securities LLC | 9,180 | $356.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,760 | $348.8K | 0.00% | +9,760 | New |
| Walleye Capital LLC | 9,726 | $347.6K | 0.00% | +9,726 | New |
| Integrated Wealth Concepts LLC | 9,660 | $345.2K | 0.00% | +1,422+17.3% | Added |
| Resources Investment Advisors, LLC. | 9,282 | $331.7K | 0.00% | −935−9.2% | Reduced |
| Wolfstich Capital, LLC | 9,450 | $327.5K | 0.29% | +9,450 | New |
| Lafayette Investments, Inc. | 9,145 | $326.8K | 0.07% | 00.0% | Unchanged |
| Abel Hall, LLC | 9,111 | $325.6K | 0.07% | +2,162+31.1% | Added |
| Equitable Holdings, Inc. | 9,178 | $324.0K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 8,987 | $321.2K | 0.00% | +2,562+39.9% | Added |
| Csenge Advisory Group | 8,805 | $314.7K | 0.01% | +8,805 | New |
| Ensign Peak Advisors, Inc | 8,731 | $312.0K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 8,657 | $309.4K | 0.01% | −7−0.1% | Reduced |
| Fiduciary Trust Co | 8,606 | $307.6K | 0.00% | −9,639−52.8% | Reduced |
| Diversified Trust Co | 8,576 | $306.5K | 0.01% | +681+8.6% | Added |
| Verdence Capital Advisors LLC | 8,504 | $303.9K | 0.02% | +14+0.2% | Added |
| Evergreen Capital Management LLC | 8,396 | $300.1K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,384 | $299.6K | 0.00% | −6−0.1% | Reduced |
| Advisory Services Network, LLC | 8,343 | $298.2K | 0.00% | −495−5.6% | Reduced |
| CIBC Bancorp USA Inc. | 8,321 | $297.4K | 0.00% | +8,321 | New |
| Marshall Wace, LLP | 8,258 | $295.1K | 0.00% | −143,612−94.6% | Reduced |
| Stokes Capital Advisors, LLC | 8,250 | $294.9K | 0.07% | +8,250 | New |
| DnB Asset Management AS | 8,142 | $291.0K | 0.00% | +8,142 | New |
| Hennion & Walsh Asset Management, Inc. | 8,087 | $289.0K | 0.01% | +2,188+37.1% | Added |
| Princeton Capital Management LLC | 8,000 | $285.9K | 0.08% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 7,983 | $285.3K | 0.00% | −2,590−24.5% | Reduced |
| Farringdon Capital, Ltd. | 7,951 | $284.2K | 0.06% | +7,951 | New |
| DRW Securities, LLC | 7,858 | $280.8K | 0.02% | −8,785−52.8% | Reduced |
| SIMA Wealth Partners, LLC | 7,679 | $274.4K | 0.21% | +7,679 | New |
| Argent Trust Co | 7,670 | $274.1K | 0.01% | +1,142+17.5% | Added |
| Glenmede Trust Co NA | 7,618 | $272.3K | 0.00% | +111+1.5% | Added |
| Integrated Investment Consultants, LLC | 7,505 | $268.2K | 0.06% | −92−1.2% | Reduced |
| Hendershot Investments Inc. | 7,444 | $266.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 7,266 | $259.7K | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 7,230 | $258.4K | 0.00% | −3,123−30.2% | Reduced |
| SummitTX Capital, L.P. | 7,214 | $257.8K | 0.01% | +7,214 | New |
| Associated Banc-Corp | 7,146 | $255.4K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 7,150 | $255.3K | 0.00% | +30.0% | Added |
| Keybank National Association | 6,968 | $249.0K | 0.00% | +6,968 | New |