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Atlantic Union Bankshares (AUB) Institutional Ownership

Atlantic Union Bankshares logo
$42.27 +0.01 (+0.02%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$42.26 0.00 (-0.01%)
As of 07/2/2026 05:31 PM 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 (NASDAQ:AUB)

Current
Institutional Ownership
Percentage
78.58%
Number of
Institutional Buyers
(last 12 months)
293
Total
Institutional Inflows
(last 12 months)
$1.13B
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$390.98M
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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
7/2/2026 Versant Capital Management Inc3,939$167K0.0%+37.1%0.003%
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 Company 68,366$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%
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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%
4/28/2026Abel 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%
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%
4/22/2026Fort 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%
4/21/2026Stokes Capital Advisors LLC8,250$295K0.1%N/A0.006%
4/21/2026Louisiana State Employees Retirement System62,900$2.25M0.0%N/A0.044%
4/20/2026Blue Trust Inc.1,320$47K0.0%-97.3%0.001%
4/16/2026SG Americas Securities LLC5,742$205K0.0%-99.6%0.004%
4/16/2026Diversified Trust Co8,576$307K0.0%+8.6%0.006%
3/20/2026Hsbc Holdings PLC106,335$3.75M0.0%+1,292.0%0.075%
3/6/2026Hsbc Holdings PLC106,335$3.75M0.0%+1,292.0%0.075%
3/3/2026Caitong International Asset Management Co. Ltd3,331$118K0.0%+724.5%0.002%
2/19/2026T. Rowe Price Investment Management Inc.2,465,192$87.02M0.1%N/A1.730%
2/19/2026Claris Financial LLC5,962$210K0.1%N/A0.004%
2/19/2026Invesco Ltd.1,107,336$39.09M0.0%+0.9%0.777%
2/18/2026Mercer Global Advisors Inc. ADV11,850$418K0.0%+33.4%0.008%
2/18/2026Beacon Pointe Advisors LLC21,161$747K0.0%+13.7%0.015%
2/18/2026Mendon Capital Advisors Corp100,000$3.53M1.0%+100.0%0.070%
2/18/2026State of Tennessee Department of Treasury29,240$1.14M0.0%-51.3%0.021%
2/18/2026NewEdge Advisors LLC14,521$513K0.0%+89.8%0.010%
2/18/2026Vista Investment Management11,646$411K0.1%+5.3%0.008%
2/18/2026Wellington Management Group LLP611,277$21.58M0.0%-22.1%0.429%
2/18/2026Millennium Management LLC85,131$3.01M0.0%-39.0%0.060%
2/18/2026Man Group plc88,554$3.13M0.0%+283.5%0.062%
2/18/2026Inspire Investing LLC3,255$115K0.0%N/A0.002%
2/18/2026Janus Henderson Group PLC65,490$2.31M0.0%+10.2%0.046%
2/18/2026First Manhattan CO. LLC.10,320$364K0.0%-54.2%0.007%
2/18/2026Aristotle Capital Boston LLC628,018$22.17M1.2%N/A0.441%
2/18/2026Balyasny Asset Management L.P.606,377$21.41M0.0%+1,956.5%0.425%
2/18/2026Bridgeway Capital Management LLC43,400$1.53M0.0%-8.8%0.030%
2/17/2026Schonfeld Strategic Advisors LLC7,268$257K0.0%N/A0.005%
2/17/2026AQR Capital Management LLC275,681$9.73M0.0%+3.6%0.193%
2/17/2026Abel Hall LLC6,949$245K0.1%N/A0.005%
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2/17/2026Cetera Investment Advisers42,374$1.50M0.0%+15.5%0.030%
2/17/2026Lazard Asset Management LLC136,716$4.83M0.0%+22.1%0.096%
2/17/2026North Reef Capital Management LP4,572,090$161.40M6.5%+23.1%3.208%
2/17/2026Amundi21,533$760K0.0%-14.8%0.015%
2/17/2026Price T Rowe Associates Inc. MD125,692$4.44M0.0%+4.0%0.088%
2/17/2026T. Rowe Price Investment Management Inc.1,031,842$36.43M0.0%N/A0.724%
2/17/2026Weiss Asset Management LP167,282$5.91M0.1%N/A0.117%
2/17/2026Osaic Holdings Inc.260,120$9.18M0.0%-3.1%0.183%
2/17/2026California State Teachers Retirement System135,597$4.79M0.0%+1.5%0.095%
2/17/2026Russell Investments Group Ltd.14,308$505K0.0%-5.4%0.010%


AUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 426 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 Earnest Partners LLC ($89.05M).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 388 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. ($1.96M), Franklin Resources Inc. ($1.95M), State Street Corp ($1.59M), and SG Americas Securities LLC ($1.54M).

Institutional investors have bought a total of 33,750,214 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

Of the 175 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), Ameriprise Financial Inc. ($1.02M), Allspring Global Investments Holdings LLC ($796.22K), The Manufacturers Life Insurance Company ($721.94K), Mirabella Financial Services LLP ($680.47K), Sei Investments Co. ($450.72K), and Steadfast Capital Management LP ($443.80K).

Institutional investors have sold a total of 11,444,379 shares in the last 24 months. This volume of shares sold represents approximately $390.98M in transactions.


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This page (NASDAQ:AUB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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