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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 6,685 | $282.8K | 0.00% | −4,432−39.9% | Reduced |
| Clearstead Advisors, LLC | 6,635 | $280.7K | 0.00% | +99+1.5% | Added |
| Csenge Advisory Group | 6,604 | $279.4K | 0.01% | −2,201−25.0% | Reduced |
| Cresset Asset Management, LLC | 6,582 | $278.5K | 0.00% | +57+0.9% | Added |
| Level Four Advisory Services, LLC | 6,479 | $274.1K | 0.01% | +6,479 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $273.9K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 6,452 | $273.0K | 0.04% | +371+6.1% | Added |
| Moneta Group Investment Advisors LLC | 6,438 | $272.4K | 0.00% | 00.0% | Unchanged |
| PCM Encore, LLC | 6,376 | $269.8K | 0.05% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 6,375 | $269.7K | 0.04% | +499+8.5% | Added |
| O'Shaughnessy Asset Management, LLC | 6,345 | $268.5K | 0.00% | −3,415−35.0% | Reduced |
| Savant Capital, LLC | 6,326 | $267.7K | 0.00% | +591+10.3% | Added |
| Partners in Financial Planning | 6,262 | $265.0K | 0.04% | +12+0.2% | Added |
| Quadrant Capital Group LLC | 6,245 | $264.2K | 0.01% | −45−0.7% | Reduced |
| Storgate, LLC | 6,213 | $262.9K | 0.05% | +6,213 | New |
| Texas Capital Bank Wealth Management Services Inc | 6,192 | $262.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,105 | $258.3K | 0.00% | −198−3.1% | Reduced |
| Norden Group LLC | 5,859 | $247.9K | 0.02% | +120+2.1% | Added |
| Stratos Wealth Partners, LTD. | 5,832 | $246.8K | 0.00% | +45+0.8% | Added |
| Summit Global Investments | 5,690 | $241.0K | 0.01% | −5,773−50.4% | Reduced |
| Toth Financial Advisory Corp | 5,570 | $235.7K | 0.02% | −940−14.4% | Reduced |
| Coldstream Capital Management Inc | 5,526 | $233.8K | 0.00% | −514−8.5% | Reduced |
| Montgomery Investment Management Inc | 5,473 | $231.6K | 0.07% | +5,473 | New |
| Z3 Capital Partners, LLC | 5,467 | $231.3K | 0.05% | +5,467 | New |
| Paragon Capital Management Ltd | 5,410 | $228.9K | 0.04% | +5,410 | New |
| GTS Securities LLC | 5,385 | $227.8K | 0.00% | −10,647−66.4% | Reduced |
| Verus Capital Partners, LLC | 5,349 | $226.3K | 0.01% | +5,349 | New |
| Central Pacific Bank - Trust Division | 5,297 | $224.1K | 0.02% | −100−1.9% | Reduced |
| Cornerstone Advisory, LLC | 5,292 | $223.9K | 0.02% | +5,292 | New |
| Legacy Capital Wealth Partners, LLC | 5,269 | $222.9K | 0.04% | +5,269 | New |
| Heritage Investors Management Corp | 5,164 | $218.0K | 0.01% | +5,164 | New |
| D'Orazio & Associates, Inc. | 5,143 | $217.6K | 0.03% | −7,843−60.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,137 | $217.3K | 0.00% | +5,137 | New |
| Legacy Wealth Asset Management, LLC | 5,129 | $217.0K | 0.05% | +5,129 | New |
| Bayforest Capital Ltd | 5,079 | $214.9K | 0.20% | +5,079 | New |
| KBC Group NV | 5,045 | $213.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 4,977 | $211.0K | 0.00% | +4,977 | New |
| Empowered Funds, LLC | 4,925 | $208.4K | 0.00% | −921−15.8% | Reduced |
| Global Retirement Partners, LLC | 4,876 | $206.3K | 0.00% | +4,876 | New |
| Northwestern Mutual Wealth Management Co | 4,735 | $200.3K | 0.00% | −133−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 4,342 | $183.7K | 0.00% | +3,881+841.9% | Added |
| South State Corp. | 4,335 | $183.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,939 | $166.7K | 0.01% | +1,066+37.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,343 | $141.4K | 0.01% | +105+3.2% | Added |
| ORG Wealth Partners, LLC | 3,309 | $140.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,262 | $138.0K | 0.00% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 3,228 | $136.6K | 0.05% | 00.0% | Unchanged |
| Main Street Group, LTD | 3,079 | $130.3K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,969 | $125.6K | 0.00% | −160−5.1% | Reduced |
| Sterling Capital Management LLC | 2,914 | $123.3K | 0.00% | −1,827−38.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,912 | $123.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,812 | $119.0K | 0.00% | +437+18.4% | Added |
| Advisors Asset Management, Inc. | 2,809 | $118.8K | 0.00% | +992+54.6% | Added |
| Horizon Investments, LLC | 2,812 | $117.9K | 0.00% | +437+18.4% | Added |
| Concord Wealth Partners | 2,728 | $115.4K | 0.01% | +2,728 | New |
| Smartleaf Asset Management LLC | 2,671 | $112.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,524 | $106.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,345 | $99.2K | 0.00% | −288−10.9% | Reduced |
| CoreCap Advisors, LLC | 2,295 | $97.1K | 0.00% | −21−0.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,272 | $96.1K | 0.00% | −235−9.4% | Reduced |
| Umb Bank N A | 1,897 | $80.3K | 0.00% | +178+10.4% | Added |
| Manning & Napier Advisors LLC | 1,657 | $70.0K | 0.00% | +1,657 | New |
| Farther Finance Advisors, LLC | 1,515 | $64.1K | 0.00% | −63−4.0% | Reduced |
| SBI Securities Co., Ltd. | 1,492 | $63.1K | 0.00% | +1,490+74,500.0% | Added |
| Huntington National Bank | 1,331 | $56.3K | 0.00% | +48+3.7% | Added |
| Ronald Blue Trust, Inc. | 1,320 | $55.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,278 | $54.1K | 0.00% | +1,027+409.2% | Added |
| Tokio Marine Asset Management Co Ltd | 1,248 | $52.8K | 0.00% | +1,248 | New |
| EverSource Wealth Advisors, LLC | 1,223 | $51.7K | 0.00% | −321−20.8% | Reduced |
| Nykredit A/S | 1,216 | $51.4K | 0.00% | +1,216 | New |
| Commonwealth Retirement Investments LLC | 1,102 | $46.6K | 0.01% | +1,102 | New |
| Brown Brothers Harriman & Co | 1,077 | $45.6K | 0.00% | +1,000+1,298.7% | Added |
| Covestor Ltd | 1,057 | $45.0K | 0.03% | +595+128.8% | Added |
| Kemnay Advisory Services Inc. | 968 | $41.0K | 0.01% | +124+14.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 897 | $38.0K | 0.00% | +131+17.1% | Added |
| Mather Group, LLC. | 884 | $37.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 821 | $34.7K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 814 | $34.4K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 956 | $34.2K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 780 | $33.0K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 771 | $32.6K | 0.01% | +771 | New |
| NBC Securities, Inc. | 737 | $31.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 731 | $30.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 664 | $28.1K | 0.00% | −55−7.6% | Reduced |
| Los Angeles Capital Management LLC | 590 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 572 | $24.2K | 0.01% | +207+56.7% | Added |
| Owl Creek Wealth Partners LLC | 569 | $24.1K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 556 | $23.5K | 0.01% | +6+1.1% | Added |
| TD Private Client Wealth LLC | 551 | $23.3K | 0.00% | +527+2,195.8% | Added |
| Parkside Financial Bank & Trust | 505 | $21.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 485 | $20.5K | 0.00% | +283+140.1% | Added |
| Assetmark, Inc | 482 | $20.4K | 0.00% | +65+15.6% | Added |
| Nomura Asset Management Co Ltd | 450 | $19.0K | 0.00% | −1,083−70.6% | Reduced |
| Danske Bank A/S | 400 | $16.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 375 | $15.9K | 0.00% | −149−28.4% | Reduced |
| Allworth Financial LP | 340 | $14.4K | 0.00% | −3−0.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 328 | $13.9K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 295 | $12.5K | 0.00% | −47,617−99.4% | Reduced |
| Rothschild Investment LLC | 268 | $11.3K | 0.00% | +14+5.5% | Added |
| Fulcrum Asset Management LLP | 258 | $10.9K | 0.00% | +258 | New |