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Atlantic Union Bankshares (AUB) Institutional Ownership

Atlantic Union Bankshares logo
$38.66 +0.45 (+1.17%)
Closing price 10/21/2026 03:59 PM Eastern
Extended Trading
$38.75 +0.09 (+0.24%)
As of 05:57 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Atlantic Union Bankshares (NYSE:AUB)

Current
Institutional Ownership
Percentage
78.58%
Number of
Institutional Buyers
(last 12 months)
213
Total
Institutional Inflows
(last 12 months)
$615.02M
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$302.09M
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AUB Institutional Buying and Selling by Quarter

Atlantic Union Bankshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/22/2026Vest Financial LLC49,001$1.86M0.0%N/A0.034%
10/21/2026Axxcess Wealth Management LLC13,657$518K0.0%+73.0%0.010%
10/21/2026 Quadrant Capital Group LLC2,969$111K0.0%-52.5%0.002%
10/21/2026 Pinnacle Associates Ltd.265,726$10.08M0.1%+0.2%0.186%
10/21/2026 Nisa Investment Advisors LLC7,713$293K0.0%-4.3%0.005%
10/15/2026 State of Alaska Department of Revenue29,623$1.12M0.0%-44.1%0.021%
10/15/2026 Fort Washington Investment Advisors Inc. OH680,322$25.82M0.1%-14.8%0.476%
10/9/2026 Stokes Capital Advisors LLC9,350$355K0.1%+5.6%0.007%
10/9/2026 GAMMA Investing LLC8,635$328K0.0%+15.5%0.006%
10/8/2026 Farther Finance Advisors LLC1,881$71K0.0%+24.2%0.001%
10/8/2026 CoreCap Advisors LLC2,660$101K0.0%+15.9%0.002%
10/8/2026 Toth Financial Advisory Corp5,145$195K0.0%-7.6%0.004%
10/6/2026 Congress Asset Management Co.2,531,692$96.08M0.6%+1.2%1.773%
10/6/2026 Central Pacific Bank Trust Division4,647$176K0.0%-12.3%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.6,732$285K0.0%-6.9%0.005%
9/9/2026Pinnacle Wealth Management Advisory Group LLC7,977$338K0.0%-36.1%0.006%
9/9/2026Squarepoint Ops LLC19,355$819K0.0%-93.3%0.014%
9/8/2026Arizona State Retirement System39,473$1.67M0.0%+0.8%0.028%
9/8/2026 Paragon Capital Management Ltd5,410$229K0.0%N/A0.004%
9/8/2026Nykredit A S1,216$51K0.0%N/A0.001%
8/27/2026Corient Private Wealth LP41,603$1.76M0.0%-0.8%0.029%
8/26/2026Amundi23,771$1.01M0.0%-26.8%0.017%
8/26/2026HighTower Advisors LLC39,064$1.65M0.0%-4.4%0.027%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al9,400$398K0.0%N/A0.007%
8/23/2026HB Wealth Management LLC6,685$283K0.0%-39.9%0.005%
8/21/2026Nykredit A S1,216$51K0.0%N/A0.001%
8/20/2026BTG Pactual Asset Management US LLC9,721$411K0.0%N/A0.007%
8/20/2026Susquehanna Fundamental Investments LLC149,189$6.31M0.1%+286.2%0.104%
8/20/2026Benjamin Edwards Inc.12,888$545K0.0%+4.4%0.009%
8/20/2026GTS Securities LLC5,385$228K0.0%-66.4%0.004%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC299,803$12.69M0.0%-2.6%0.210%
8/19/2026 Toth Financial Advisory Corp5,570$236K0.0%-14.4%0.004%
8/19/2026Hsbc Holdings PLC102,251$4.34M0.0%-19.5%0.072%
8/19/2026Wellington Management Group LLP721,211$30.51M0.0%+20.8%0.505%
7/9/2026 Legacy Wealth Asset Management LLC5,129$217K0.0%N/A0.004%
7/9/2026 Oliver Luxxe Assets LLC34,599$1.46M0.2%-46.2%0.024%
7/9/2026 Hennion & Walsh Asset Management Inc.9,219$390K0.0%+14.0%0.006%
7/8/2026Trust Point Inc.11,431$484K0.0%-34.8%0.008%
7/7/2026 GAMMA Investing LLC7,477$316K0.0%+12.3%0.005%
7/2/2026 Versant Capital Management Inc3,939$167K0.0%+37.1%0.003%
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6/16/2026Empowered Funds LLC5,846$209K0.0%N/A0.004%
6/3/2026NewEdge Advisors LLC16,520$590K0.0%+13.8%0.012%
5/22/2026Segall Bryant & Hamill LLC13,325$476K0.0%N/A0.009%
5/20/2026Arete Wealth Advisors LLC13,804$493K0.0%N/A0.010%
5/19/2026Bank of America Corp DE886,978$31.70M0.0%+53.4%0.620%
5/19/2026Arete Wealth Advisors LLC13,804$493K0.0%N/A0.010%
5/18/2026Amundi32,469$1.16M0.0%+50.8%0.023%
5/18/2026EverSource Wealth Advisors LLC1,544$55K0.0%+25.9%0.001%
5/18/2026California State Teachers Retirement System164,102$5.87M0.0%+21.0%0.115%
5/18/2026Royal Bank of Canada184,404$6.59M0.0%-8.3%0.129%
5/18/2026Empowered Funds LLC5,846$209K0.0%N/A0.004%
5/16/2026The Manufacturers Life Insurance Company68,366$2.44M0.0%-2.2%0.048%
5/16/2026Quantinno Capital Management LP115,089$4.11M0.0%+3.0%0.080%
5/16/2026SummitTX Capital L.P.7,214$258K0.0%N/A0.005%
5/16/2026Lazard Asset Management LLC106,922$3.82M0.0%-21.8%0.075%
5/15/2026North Reef Capital Management LP4,285,000$153.15M5.3%-6.3%2.994%
5/15/2026London Co. of Virginia820,010$29.31M0.2%-3.2%0.573%
5/14/2026Teton Advisors LLC30,000$1.07M0.8%-1.6%0.021%
5/14/2026Gabelli Funds LLC143,392$5.13M0.0%+18.5%0.100%
5/14/2026Gamco Investors INC. ET AL181,207$6.48M0.1%-3.2%0.127%
5/14/2026Wills Financial Group LLC79,169$2.89M1.2%+22.5%0.055%
5/14/2026Systematic Financial Management LP1,533,559$54.81M1.3%-0.7%1.072%
5/14/2026Gibbs Wealth Management24,267$867K0.1%+64.2%0.017%
5/14/2026Sei Investments Co.460,912$16.47M0.0%+30.8%0.322%
5/14/2026Walleye Capital LLC9,726$348K0.0%N/A0.007%
5/13/2026Cetera Investment Advisers46,539$1.66M0.0%+9.8%0.033%
5/13/2026First Trust Advisors LP322,737$11.54M0.0%+18.8%0.226%
5/8/2026PNC Financial Services Group Inc.96,043$3.43M0.0%-0.3%0.067%
5/8/2026Summit Global Investments11,463$410K0.0%-4.2%0.008%
5/8/2026Cassaday & Co Wealth Management LLC2,912$104K0.0%N/A0.002%
5/7/2026Dimensional Fund Advisors LP7,635,464$272.88M0.1%+1.4%5.337%
5/7/2026KBC Group NV5,045$180K0.0%+26.2%0.004%
5/7/2026Swiss National Bank282,028$10.08M0.0%+0.4%0.197%
5/6/2026Main Street Group LTD3,079$110K0.0%N/A0.002%
5/6/2026Bessemer Group Inc.108,358$3.87M0.0%+12,923.8%0.076%
5/6/2026Allspring Global Investments Holdings LLC217,553$7.83M0.0%-29.0%0.152%
5/5/2026Bank of New York Mellon Corp1,341,139$47.93M0.0%-2.7%0.937%
5/5/2026Illinois Municipal Retirement Fund77,096$2.76M0.0%+6.1%0.054%
5/5/2026Sanctuary Advisors LLC5,823$208K0.0%N/A0.004%
5/4/2026Principal Financial Group Inc.951,373$34.00M0.0%+40.1%0.665%
5/1/2026Fifth Third Bancorp47,497$1.70M0.0%+2,292.8%0.033%
5/1/2026Sovran Advisors LLC39,232$1.48M0.1%+25.0%0.027%
4/30/2026Hsbc Holdings PLC127,030$4.54M0.0%+19.5%0.089%
4/30/2026Kestra Advisory Services LLC99,320$3.55M0.0%-12.8%0.069%
4/29/2026Axxcess Wealth Management LLC6,540$234K0.0%N/A0.005%
4/29/2026Sage Rhino Capital LLC6,081$217K0.0%N/A0.004%
4/28/2026 Abel Hall LLC9,111$326K0.1%+31.1%0.006%
4/27/2026HB Wealth Management LLC11,117$397K0.0%-22.7%0.008%
4/27/2026Canal Capital Management LLC54,223$1.94M0.3%-0.7%0.038%
4/27/2026New York State Teachers Retirement System26,904$962K0.0%-14.5%0.019%
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4/27/2026Elevation Point Wealth Partners LLC16,053$574K0.0%N/A0.011%
4/25/2026Strs Ohio10,000$357K0.0%-9.1%0.007%
4/25/2026Keybank National Association OH6,968$249K0.0%N/A0.005%
4/24/2026Peregrine Capital Management LLC151,340$5.41M0.2%-8.8%0.106%
4/23/2026Inspire Investing LLC47,912$1.71M0.1%+1,372.0%0.033%
4/22/20261492 Capital Management LLC91,151$3.26M1.2%+40.8%0.064%
4/22/2026 Fort Washington Investment Advisors Inc. OH829,469$29.65M0.2%+36.8%0.580%
4/22/2026Pictet Asset Management Holding SA22,667$810K0.0%+6.6%0.016%
4/22/2026Sterling Capital Management LLC4,741$169K0.0%-42.7%0.003%
4/21/2026Pinnacle Wealth Management Advisory Group LLC12,474$446K0.0%-11.0%0.009%


AUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 429 institutional investors and hedge funds held shares of Atlantic Union Bankshares. The most heavily invested institutionals were Vanguard Group Inc. ($565.60M), Dimensional Fund Advisors LP ($272.88M), State Street Corp ($251.99M), North Reef Capital Management LP ($153.15M), Geode Capital Management LLC ($119.64M), Franklin Resources Inc. ($114.47M), and Congress Asset Management Co. ($96.08M).Learn more on Atlantic Union Bankshares' institutional investors.

78.58% of Atlantic Union Bankshares' stock is owned by institutional investors. Learn more on AUB's institutional investor holdings.

Of the 389 institutional investors that purchased Atlantic Union Bankshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: North Reef Capital Management LP ($3.91M), T. Rowe Price Investment Management Inc. ($3.50M), American Century Companies Inc. ($2.36M), Congress Asset Management Co. ($2.00M), Franklin Resources Inc. ($1.95M), State Street Corp ($1.59M), and SG Americas Securities LLC ($1.53M).

Institutional investors have bought a total of 17,352,756 shares in the last 24 months. This purchase volume represents approximately $615.02M in transactions.

Of the 160 institutional investors that sold Atlantic Union Bankshares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SG Americas Securities LLC ($1.53M), Mirabella Financial Services LLP ($680.47K), Steadfast Capital Management LP ($443.80K), Squarepoint Ops LLC ($405.37K), Jennison Associates LLC ($394.37K), Two Sigma Investments LP ($317.11K), and Dimensional Fund Advisors LP ($307.05K).

Institutional investors have sold a total of 8,452,976 shares in the last 24 months. This volume of shares sold represents approximately $302.09M in transactions.


Related Companies

Institutional ownership data for NYSE:AUB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/22/2026. New 13F filings are added each quarter as they're published.
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