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, Q2 2026
Institutional positions in Atlantic Union Bankshares Corp as of Jun 30, 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
- 453
- +24 vs. Q1 2026
- Shares held
- 123.8M
- +1.14M (+0.9%) vs. Q1 2026
- Total value
- $5.24B
- +$853.4M (+19.5%) vs. Q1 2026
- New holders
- 51
- 165 more added
- Sold out
- 27
- 143 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 2,809 | $118.8K | 0.00% | +992+54.6% | Added |
| Exchange Traded Concepts, LLC | 2,812 | $119.0K | 0.00% | +437+18.4% | Added |
| Cassaday & Co Wealth Management LLC | 2,912 | $123.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,914 | $123.3K | 0.00% | −1,827−38.5% | Reduced |
| Signaturefd, LLC | 2,969 | $125.6K | 0.00% | −160−5.1% | Reduced |
| Main Street Group, LTD | 3,079 | $130.3K | 0.03% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 3,228 | $136.6K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,262 | $138.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 3,309 | $140.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,343 | $141.4K | 0.01% | +105+3.2% | Added |
| Versant Capital Management, Inc | 3,939 | $166.7K | 0.01% | +1,066+37.1% | Added |
| South State Corp. | 4,335 | $183.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,342 | $183.7K | 0.00% | +3,881+841.9% | Added |
| Northwestern Mutual Wealth Management Co | 4,735 | $200.3K | 0.00% | −133−2.7% | Reduced |
| Global Retirement Partners, LLC | 4,876 | $206.3K | 0.00% | +4,876 | New |
| Empowered Funds, LLC | 4,925 | $208.4K | 0.00% | −921−15.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,977 | $211.0K | 0.00% | +4,977 | New |
| KBC Group NV | 5,045 | $213.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 5,079 | $214.9K | 0.20% | +5,079 | New |
| Legacy Wealth Asset Management, LLC | 5,129 | $217.0K | 0.05% | +5,129 | New |
| Vestmark Advisory Solutions, Inc. | 5,137 | $217.3K | 0.00% | +5,137 | New |
| D'Orazio & Associates, Inc. | 5,143 | $217.6K | 0.03% | −7,843−60.4% | Reduced |
| Heritage Investors Management Corp | 5,164 | $218.0K | 0.01% | +5,164 | New |
| Legacy Capital Wealth Partners, LLC | 5,269 | $222.9K | 0.04% | +5,269 | New |
| Cornerstone Advisory, LLC | 5,292 | $223.9K | 0.02% | +5,292 | New |
| Central Pacific Bank - Trust Division | 5,297 | $224.1K | 0.02% | −100−1.9% | Reduced |
| Verus Capital Partners, LLC | 5,349 | $226.3K | 0.01% | +5,349 | New |
| GTS Securities LLC | 5,385 | $227.8K | 0.00% | −10,647−66.4% | Reduced |
| Paragon Capital Management Ltd | 5,410 | $228.9K | 0.04% | +5,410 | New |
| Z3 Capital Partners, LLC | 5,467 | $231.3K | 0.05% | +5,467 | New |
| Montgomery Investment Management Inc | 5,473 | $231.6K | 0.07% | +5,473 | New |
| Coldstream Capital Management Inc | 5,526 | $233.8K | 0.00% | −514−8.5% | Reduced |
| Toth Financial Advisory Corp | 5,570 | $235.7K | 0.02% | −940−14.4% | Reduced |
| Summit Global Investments | 5,690 | $241.0K | 0.01% | −5,773−50.4% | Reduced |
| Stratos Wealth Partners, LTD. | 5,832 | $246.8K | 0.00% | +45+0.8% | Added |
| Norden Group LLC | 5,859 | $247.9K | 0.02% | +120+2.1% | Added |
| CAPROCK Group, Inc. | 6,105 | $258.3K | 0.00% | −198−3.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 6,192 | $262.0K | 0.01% | 00.0% | Unchanged |
| Storgate, LLC | 6,213 | $262.9K | 0.05% | +6,213 | New |
| Quadrant Capital Group LLC | 6,245 | $264.2K | 0.01% | −45−0.7% | Reduced |
| Partners in Financial Planning | 6,262 | $265.0K | 0.04% | +12+0.2% | Added |
| Savant Capital, LLC | 6,326 | $267.7K | 0.00% | +591+10.3% | Added |
| O'Shaughnessy Asset Management, LLC | 6,345 | $268.5K | 0.00% | −3,415−35.0% | Reduced |
| Harvest Investment Services, LLC | 6,375 | $269.7K | 0.04% | +499+8.5% | Added |
| PCM Encore, LLC | 6,376 | $269.8K | 0.05% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,438 | $272.4K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 6,452 | $273.0K | 0.04% | +371+6.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $273.9K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 6,479 | $274.1K | 0.01% | +6,479 | New |
| Cresset Asset Management, LLC | 6,582 | $278.5K | 0.00% | +57+0.9% | Added |
| Csenge Advisory Group | 6,604 | $279.4K | 0.01% | −2,201−25.0% | Reduced |
| Clearstead Advisors, LLC | 6,635 | $280.7K | 0.00% | +99+1.5% | Added |
| HB Wealth Management, LLC | 6,685 | $282.8K | 0.00% | −4,432−39.9% | Reduced |
| NewEdge Wealth, LLC | 6,710 | $283.9K | 0.00% | +6,710 | New |
| Pettyjohn, Wood & White, Inc | 6,732 | $284.8K | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,732 | $284.8K | 0.00% | −498−6.9% | Reduced |
| Brevan Howard Capital Management LP | 6,748 | $285.5K | 0.00% | −11,544−63.1% | Reduced |
| Alpha Omega Wealth Management LLC | 6,922 | $292.9K | 0.04% | +608+9.6% | Added |
| DnB Asset Management AS | 6,923 | $292.9K | 0.00% | −1,219−15.0% | Reduced |
| Verdence Capital Advisors LLC | 7,136 | $301.9K | 0.02% | −1,368−16.1% | Reduced |
| Associated Banc-Corp | 7,146 | $302.3K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,166 | $303.2K | 0.00% | −452−5.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 7,266 | $307.4K | 0.07% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,444 | $315.0K | 0.04% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 7,474 | $316.2K | 0.06% | −31−0.4% | Reduced |
| GAMMA Investing LLC | 7,477 | $316.4K | 0.01% | +820+12.3% | Added |
| SIMA Wealth Partners, LLC | 7,679 | $324.9K | 0.23% | 00.0% | Unchanged |
| Argent Trust Co | 7,816 | $330.7K | 0.01% | +146+1.9% | Added |
| Tower Research Capital LLC (TRC) | 7,854 | $332.3K | 0.01% | −5,089−39.3% | Reduced |
| Axxcess Wealth Management, LLC | 7,896 | $334.1K | 0.01% | +1,356+20.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,977 | $337.5K | 0.02% | −4,497−36.1% | Reduced |
| Diversified Trust Co | 7,986 | $337.9K | 0.01% | −590−6.9% | Reduced |
| Princeton Capital Management LLC | 8,000 | $338.5K | 0.08% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 8,032 | $339.8K | 0.01% | −625−7.2% | Reduced |
| Sanctuary Advisors, LLC | 8,040 | $340.2K | 0.00% | +2,217+38.1% | Added |
| Nisa Investment Advisors, LLC | 8,058 | $340.9K | 0.00% | +75+0.9% | Added |
| Keybank National Association | 8,267 | $349.8K | 0.00% | +1,299+18.6% | Added |
| Oppenheimer & Co Inc | 8,280 | $350.3K | 0.00% | −104−1.2% | Reduced |
| Advisory Services Network, LLC | 8,343 | $353.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 8,350 | $353.3K | 0.00% | +8,350 | New |
| Virtu Financial LLC | 8,393 | $355.0K | 0.01% | +8,393 | New |
| Evergreen Capital Management LLC | 8,396 | $355.2K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,624 | $364.9K | 0.00% | +18+0.2% | Added |
| Ensign Peak Advisors, Inc | 8,731 | $369.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,799 | $372.3K | 0.00% | +8,799 | New |
| Stokes Capital Advisors, LLC | 8,850 | $374.4K | 0.08% | +600+7.3% | Added |
| Lafayette Investments, Inc. | 9,145 | $386.9K | 0.07% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 9,180 | $388.4K | 0.02% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 9,211 | $389.7K | 0.00% | +890+10.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,219 | $390.1K | 0.01% | +1,132+14.0% | Added |
| Abel Hall, LLC | 9,227 | $390.4K | 0.07% | +116+1.3% | Added |
| Resources Investment Advisors, LLC. | 9,259 | $391.8K | 0.00% | −23−0.2% | Reduced |
| Profund Advisors LLC | 9,316 | $394.2K | 0.01% | −1,265−12.0% | Reduced |
| Equitable Holdings, Inc. | 9,378 | $396.8K | 0.00% | +200+2.2% | Added |
| Virginia Retirement Systems Et Al | 9,400 | $397.7K | 0.00% | +9,400 | New |
| Integrated Wealth Concepts LLC | 9,598 | $406.1K | 0.00% | −62−0.6% | Reduced |
| Scientech Research LLC | 9,664 | $408.9K | 0.33% | +9,664 | New |
| BTG Pactual Asset Management US LLC | 9,721 | $411.3K | 0.03% | +9,721 | New |
| Swiss Life Asset Management Ltd | 9,856 | $417.0K | 0.00% | +869+9.7% | Added |
| Connable Office Inc | 10,150 | $429.4K | 0.04% | −697−6.4% | Reduced |