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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $246.2K | 0.00% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 6,732 | $240.6K | 0.04% | −18−0.3% | Reduced |
| GAMMA Investing LLC | 6,657 | $237.9K | 0.01% | +377+6.0% | Added |
| ZWJ Investment Counsel Inc | 6,550 | $234.1K | 0.01% | +10.0% | Added |
| Axxcess Wealth Management, LLC | 6,540 | $233.7K | 0.01% | +6,540 | New |
| Clearstead Advisors, LLC | 6,536 | $233.6K | 0.00% | −179−2.7% | Reduced |
| Cresset Asset Management, LLC | 6,525 | $233.2K | 0.00% | +125+2.0% | Added |
| Toth Financial Advisory Corp | 6,510 | $232.7K | 0.03% | −1,700−20.7% | Reduced |
| Moneta Group Investment Advisors LLC | 6,438 | $230.1K | 0.00% | +6,438 | New |
| PCM Encore, LLC | 6,376 | $227.9K | 0.05% | +92+1.5% | Added |
| Alpha Omega Wealth Management LLC | 6,314 | $225.7K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,303 | $225.3K | 0.01% | −10−0.2% | Reduced |
| Quadrant Capital Group LLC | 6,290 | $224.8K | 0.01% | −64−1.0% | Reduced |
| Partners in Financial Planning | 6,250 | $223.4K | 0.04% | +12+0.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 6,192 | $221.3K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 6,083 | $217.4K | 0.00% | −83−1.3% | Reduced |
| Sage Rhino Capital LLC | 6,081 | $217.3K | 0.04% | +6,081 | New |
| Vise Technologies, Inc. | 6,139 | $216.7K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,040 | $215.9K | 0.00% | −1,041−14.7% | Reduced |
| Claris Financial LLC | 5,963 | $213.1K | 0.12% | +10.0% | Added |
| Harvest Investment Services, LLC | 5,876 | $210.0K | 0.04% | +5,876 | New |
| Empowered Funds, LLC | 5,846 | $208.9K | 0.00% | +5,846 | New |
| Sanctuary Advisors, LLC | 5,823 | $208.1K | 0.00% | +5,823 | New |
| Stratos Wealth Partners, LTD. | 5,787 | $206.8K | 0.00% | +10.0% | Added |
| Norden Group LLC | 5,739 | $205.1K | 0.02% | +5,739 | New |
| SG Americas Securities, LLC | 5,742 | $205.0K | 0.00% | −1,526,731−99.6% | Reduced |
| Savant Capital, LLC | 5,735 | $205.0K | 0.00% | −308−5.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,677 | $202.9K | 0.00% | −1,591−21.9% | Reduced |
| Central Pacific Bank - Trust Division | 5,397 | $192.9K | 0.02% | +1,170+27.7% | Added |
| KBC Group NV | 5,045 | $180.0K | 0.00% | +1,047+26.2% | Added |
| Northwestern Mutual Wealth Management Co | 4,868 | $174.0K | 0.00% | +583+13.6% | Added |
| Sterling Capital Management LLC | 4,741 | $169.4K | 0.00% | −3,530−42.7% | Reduced |
| South State Corp. | 4,335 | $154.9K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 3,309 | $118.3K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,262 | $116.6K | 0.00% | +3,253+36,144.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,238 | $115.7K | 0.01% | +149+4.8% | Added |
| Cascades Capital Asset Management, LLC | 3,228 | $115.4K | 0.05% | −300−8.5% | Reduced |
| Signaturefd, LLC | 3,129 | $111.8K | 0.00% | −71−2.2% | Reduced |
| Main Street Group, LTD | 3,079 | $110.0K | 0.03% | +3,079 | New |
| Cassaday & Co Wealth Management LLC | 2,912 | $104.1K | 0.00% | +2,912 | New |
| Versant Capital Management, Inc | 2,873 | $102.7K | 0.01% | +1,165+68.2% | Added |
| Scarborough Advisors, LLC | 2,852 | $101.9K | 0.01% | +23+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 2,633 | $94.1K | 0.00% | +10.0% | Added |
| Smartleaf Asset Management LLC | 2,671 | $92.6K | 0.00% | −636−19.2% | Reduced |
| Spire Wealth Management | 2,524 | $90.2K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,507 | $89.6K | 0.00% | +2,507 | New |
| Exchange Traded Concepts, LLC | 2,375 | $84.9K | 0.00% | +2,375 | New |
| Horizon Investments, LLC | 2,375 | $84.9K | 0.00% | +2,375 | New |
| CoreCap Advisors, LLC | 2,316 | $82.8K | 0.00% | −1,138−32.9% | Reduced |
| Advisors Asset Management, Inc. | 1,817 | $64.9K | 0.00% | +1,312+259.8% | Added |
| Umb Bank N A | 1,719 | $61.4K | 0.00% | +61+3.7% | Added |
| Farther Finance Advisors, LLC | 1,578 | $56.8K | 0.00% | −486−23.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,544 | $55.2K | 0.00% | +318+25.9% | Added |
| Nomura Asset Management Co Ltd | 1,533 | $54.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,320 | $47.2K | 0.00% | −48,463−97.3% | Reduced |
| Huntington National Bank | 1,283 | $45.9K | 0.00% | +8+0.6% | Added |
| Wellington-Altus USA Inc. | 956 | $40.4K | 0.02% | +255+36.4% | Added |
| Curio Wealth, LLC | 901 | $32.2K | 0.01% | +1+0.1% | Added |
| Mather Group, LLC. | 884 | $31.6K | 0.00% | +884 | New |
| Kemnay Advisory Services Inc. | 844 | $30.2K | 0.00% | +459+119.2% | Added |
| Parallel Advisors, LLC | 821 | $29.3K | 0.00% | +63+8.3% | Added |
| Financial Consulate, Inc | 814 | $29.1K | 0.00% | −540−39.9% | Reduced |
| Westside Investment Management, Inc. | 780 | $28.1K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 766 | $27.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 740 | $26.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 737 | $26.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 731 | $26.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 719 | $25.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 607 | $21.9K | 0.00% | +6+1.0% | Added |
| Los Angeles Capital Management LLC | 590 | $21.1K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 569 | $20.3K | 0.01% | +569 | New |
| Hilton Head Capital Partners, LLC | 550 | $19.7K | 0.01% | +5+0.9% | Added |
| Crewe Advisors LLC | 524 | $18.7K | 0.00% | +165+46.0% | Added |
| Parkside Financial Bank & Trust | 505 | $18.1K | 0.00% | +20+4.1% | Added |
| RWM Asset Management, LLC | 505 | $18.0K | 0.00% | +505 | New |
| SRS Capital Advisors, Inc. | 461 | $16.5K | 0.00% | −259−36.0% | Reduced |
| Root Financial Partners, LLC | 448 | $16.0K | 0.00% | +156+53.4% | Added |
| Covestor Ltd | 462 | $16.0K | 0.01% | −718−60.8% | Reduced |
| Assetmark, Inc | 417 | $14.9K | 0.00% | +23+5.8% | Added |
| Danske Bank A/S | 400 | $14.3K | 0.00% | −3,000−88.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 365 | $13.0K | 0.00% | +365 | New |
| Bare Financial Services, Inc | 365 | $13.0K | 0.00% | +85+30.4% | Added |
| Allworth Financial LP | 343 | $12.3K | 0.00% | −4,713−93.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 328 | $11.7K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 270 | $9.65K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 254 | $9.08K | 0.00% | +45+21.5% | Added |
| Optiver Holding B.V. | 251 | $8.97K | 0.00% | +38+17.8% | Added |
| Red Tortoise LLC | 243 | $8.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 240 | $8.58K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 228 | $8.21K | 0.01% | +228 | New |
| Old Point Trust & Financial Services N A | 217 | $7.76K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 212 | $7.58K | 0.00% | +18+9.3% | Added |
| Fortitude Family Office, LLC | 202 | $7.22K | 0.00% | +36+21.7% | Added |
| Private Wealth Management Group, LLC | 190 | $6.79K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 166 | $5.93K | 0.00% | +114+219.2% | Added |
| Silver Grove Financial Group, Inc. | 166 | $5.93K | 0.00% | +166 | New |
| Cary Street Partner Investment Advisory LLC | 161 | $5.75K | 0.00% | +5+3.2% | Added |
| Harbor Investment Advisory, LLC | 152 | $5.43K | 0.00% | 00.0% | Unchanged |
| MH & Associates Securities Management Corp | 135 | $4.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 130 | $4.65K | 0.00% | +130 | New |