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Atlantic Union Bankshares (AUB) Institutional Ownership

Atlantic Union Bankshares logo
$42.86 +0.20 (+0.48%)
Closing price 03:59 PM Eastern
Extended Trading
$42.88 +0.01 (+0.03%)
As of 06:26 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 (NYSE:AUB)

Current
Institutional Ownership
Percentage
78.58%
Number of
Institutional Buyers
(last 12 months)
231
Total
Institutional Inflows
(last 12 months)
$729.38M
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$323.42M
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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
7/9/2026 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%
7/8/2026 Trust 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%
6/16/2026Empowered Funds LLC5,846$209K0.0%N/A0.004%
6/3/2026 NewEdge Advisors LLC16,520$590K0.0%+13.8%0.012%
5/22/2026 Segall Bryant & Hamill LLC13,325$476K0.0%N/A0.009%
5/20/2026 Arete Wealth Advisors LLC13,804$493K0.0%N/A0.010%
5/19/2026Bank of America Corp DE886,978$31.70M0.0%+53.4%0.620%
5/19/2026 Arete Wealth Advisors LLC13,804$493K0.0%N/A0.010%
5/18/2026 Amundi32,469$1.16M0.0%+50.8%0.023%
5/18/2026 EverSource 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%
5/16/2026 Quantinno 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%
5/14/2026 Teton Advisors LLC30,000$1.07M0.8%-1.6%0.021%
5/14/2026 Gabelli Funds LLC143,392$5.13M0.0%+18.5%0.100%
5/14/2026 Gamco 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%
5/14/2026 Walleye Capital LLC9,726$348K0.0%N/A0.007%
5/13/2026 Cetera Investment Advisers46,539$1.66M0.0%+9.8%0.033%
5/13/2026 First Trust Advisors LP322,737$11.54M0.0%+18.8%0.226%
5/8/2026 PNC Financial Services Group Inc.96,043$3.43M0.0%-0.3%0.067%
5/8/2026 Summit Global Investments11,463$410K0.0%-4.2%0.008%
5/8/2026 Cassaday & Co Wealth Management LLC2,912$104K0.0%N/A0.002%
5/7/2026 Dimensional Fund Advisors LP7,635,464$272.88M0.1%+1.4%5.337%
5/7/2026 KBC Group NV5,045$180K0.0%+26.2%0.004%
5/7/2026 Swiss National Bank282,028$10.08M0.0%+0.4%0.197%
5/6/2026 Main Street Group LTD3,079$110K0.0%N/A0.002%
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5/6/2026 Bessemer Group Inc.108,358$3.87M0.0%+12,923.8%0.076%
5/6/2026 Allspring Global Investments Holdings LLC217,553$7.83M0.0%-29.0%0.152%
5/5/2026 Bank of New York Mellon Corp1,341,139$47.93M0.0%-2.7%0.937%
5/5/2026 Illinois Municipal Retirement Fund77,096$2.76M0.0%+6.1%0.054%
5/5/2026 Sanctuary Advisors LLC5,823$208K0.0%N/A0.004%
5/4/2026 Principal Financial Group Inc.951,373$34.00M0.0%+40.1%0.665%
5/1/2026 Fifth Third Bancorp47,497$1.70M0.0%+2,292.8%0.033%
5/1/2026 Sovran Advisors LLC39,232$1.48M0.1%+25.0%0.027%
4/30/2026Hsbc Holdings PLC127,030$4.54M0.0%+19.5%0.089%
4/30/2026 Kestra Advisory Services LLC99,320$3.55M0.0%-12.8%0.069%
4/29/2026 Axxcess Wealth Management LLC6,540$234K0.0%N/A0.005%
4/29/2026 Sage Rhino Capital LLC6,081$217K0.0%N/A0.004%
4/28/2026 Abel Hall LLC9,111$326K0.1%+31.1%0.006%
4/27/2026 HB Wealth Management LLC11,117$397K0.0%-22.7%0.008%
4/27/2026 Canal Capital Management LLC54,223$1.94M0.3%-0.7%0.038%
4/27/2026 New York State Teachers Retirement System26,904$962K0.0%-14.5%0.019%
4/27/2026 Elevation Point Wealth Partners LLC16,053$574K0.0%N/A0.011%
4/25/2026 Strs Ohio10,000$357K0.0%-9.1%0.007%
4/25/2026 Keybank National Association OH6,968$249K0.0%N/A0.005%
4/24/2026 Peregrine Capital Management LLC151,340$5.41M0.2%-8.8%0.106%
4/23/2026 Inspire Investing LLC47,912$1.71M0.1%+1,372.0%0.033%
4/22/2026 1492 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%
4/22/2026 Pictet Asset Management Holding SA22,667$810K0.0%+6.6%0.016%
4/22/2026 Sterling Capital Management LLC4,741$169K0.0%-42.7%0.003%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC12,474$446K0.0%-11.0%0.009%
4/21/2026 Stokes Capital Advisors LLC8,250$295K0.1%N/A0.006%
4/21/2026 Louisiana State Employees Retirement System62,900$2.25M0.0%N/A0.044%
4/20/2026 Blue Trust Inc.1,320$47K0.0%-97.3%0.001%
4/16/2026 SG Americas Securities LLC5,742$205K0.0%-99.6%0.004%
4/16/2026 Diversified 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%
3/3/2026 Caitong 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%
2/18/2026 Mercer Global Advisors Inc. ADV11,850$418K0.0%+33.4%0.008%
2/18/2026Beacon Pointe Advisors LLC21,161$747K0.0%+13.7%0.015%
2/18/2026 Mendon 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%
2/18/2026 NewEdge Advisors LLC14,521$513K0.0%+89.8%0.010%
2/18/2026 Vista 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%
2/18/2026 Inspire 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%
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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%
2/17/2026 Abel Hall LLC6,949$245K0.1%N/A0.005%
2/17/2026 Cetera 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%
2/17/2026 Amundi21,533$760K0.0%-14.8%0.015%
2/17/2026Price T Rowe Associates Inc. MD125,692$4.44M0.0%+4.0%0.088%


AUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 425 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 384 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 ($1.53M).

Institutional investors have bought a total of 20,821,641 shares in the last 24 months. This purchase volume represents approximately $729.38M 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), Ameriprise Financial Inc. ($1.02M), Mirabella Financial Services LLP ($680.47K), Steadfast Capital Management LP ($443.80K), Jennison Associates LLC ($394.37K), Squarepoint Ops LLC ($339.97K), and Two Sigma Investments LP ($317.11K).

Institutional investors have sold a total of 9,277,757 shares in the last 24 months. This volume of shares sold represents approximately $323.42M in transactions.


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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 7/9/2026. New 13F filings are added each quarter as they're published.
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