Atlantic Union BanksharesAUB

13F holders, Q2 2026 (June 30)
453holders +18
47new positions
27sold out
5famous investors
$42.30avg. 13F price*

At the end of Q2 2026, 453 institutions reported holding Atlantic Union Bankshares Co. (AUB) in their 13F filings, up 18 from Q1 2026. 47 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($883.5M), Vanguard Portfolio Management LLC ($375.7M) and Dimensional Fund Advisors LP ($325.8M). 5 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Atlantic Union Bankshares Co.
CUSIP
04911A107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 274Q1 2024Q2 2024: 274Q2 2024Q3 2024: 304Q3 2024Q4 2024: 338Q4 2024Q1 2025: 356Q1 2025Q2 2025: 383Q2 2025Q3 2025: 397Q3 2025Q4 2025: 412Q4 2025Q1 2026: 435Q1 2026Q2 2026: 453Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions47$59.1M
Exits27$15.8M

All 13F filers, Q1 2026 → Q2 2026: 7,065,297 shares bought and 5,998,370 shares sold, net +1,066,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 453 holders

BlackRock, Inc. 0.01% Add +1.6% 20,882,121 $883.5M
Vanguard Portfolio Management LLC 0.02% Add +1.7% 8,879,618 $375.7M
Dimensional Fund Advisors LP 0.06% Add +0.9% 7,700,837 $325.8M
State Street Corp. 0.01% Add +3.6% 7,633,703 $323.0M
Vanguard Capital Management LLC 0.01% Add +1.1% 6,435,133 $272.3M
T. Rowe Price Investment Management, Inc. 0.14% Add +9.0% 5,199,382 $220.0M
Geode Capital Management, LLC 0.01% Add +6.1% 3,702,812 $156.7M
Franklin Resources Inc. 0.03% Add +7.6% 3,615,538 $153.0M
North Reef Capital Management LP 5.78% Reduce -16.8% 3,565,000 $150.8M
Congress Asset Management Co. 0.65% Add +11.6% 2,501,164 $105.8M
Goldman Sachs Group Inc. 0.01% Add +53.7% 2,418,751 $102.3M
Earnest Partners LLC 0.36% Reduce -3.5% 2,369,515 $100.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.5% 1,772,135 $75.0M
American Century Companies Inc. 0.03% Reduce -22.0% 1,719,433 $72.7M
Northern Trust Corp. 0.01% Add +7.1% 1,538,873 $65.1M
Morgan Stanley 0.00% Add +3.5% 1,536,611 $65.0M
GW&K Investment Management, LLC 0.48% Reduce -6.1% 1,466,606 $62.1M
Systematic Financial Management LP 1.23% Reduce -5.0% 1,456,569 $61.6M
Nuveen, LLC 0.01% Add +7.1% 1,432,274 $60.6M
Thrivent Financial for Lutherans 0.10% Reduce -0.2% 1,415,944 $59.9M
Bank of New York Mellon Corp 0.01% Add +0.7% 1,350,759 $57.2M
William Blair Investment Management, LLC 0.16% Reduce -8.3% 1,265,239 $53.5M
Atlantic Union Bankshares Corp 0.72% Add +36.9% 1,022,897 $43.3M
Principal Financial Group Inc. 0.02% Add +3.2% 981,567 $41.5M
Invesco Ltd. 0.00% Reduce -1.4% 977,719 $41.4M
Vanguard Fiduciary Trust Co. 0.01% Add +3.8% 952,825 $40.3M
Westwood Holdings Group Inc. 0.28% Reduce -55.8% 881,875 $37.3M
Bank of America Corp. 0.00% Reduce -1.0% 878,397 $37.2M
Ameriprise Financial Inc. 0.01% Reduce -51.6% 859,319 $36.4M
Fort Washington Investment Advisors Inc. 0.17% Reduce -3.8% 798,331 $33.8M
London Co. of Virginia 0.19% Reduce -4.2% 785,692 $33.2M
DAVENPORT & Co LLC 0.17% Add +0.2% 785,936 $33.2M
Schroder Investment Management Group 0.02% Add +30.9% 767,417 $32.4M
Manufacturers Life Insurance Company, The 0.03% Add +1002.1% 753,477 $31.9M
Wellington Management Group LLP 0.01% Add +20.8% 721,211 $30.5M
Balyasny Asset Management L.P. 0.06% Reduce -23.6% 711,227 $30.1M
Stieven Capital Advisors, L.P. 5.60% Reduce -6.3% 693,749 $29.4M
UBS Group AG 0.00% Add +39.5% 664,204 $28.1M
Envestnet Asset Management Inc. 0.01% Add +0.0% 660,044 $27.9M
Verity & Verity, LLC 1.83% Add +0.8% 628,527 $26.6M
Tributary Capital Management, LLC 2.16% Reduce -2.9% 620,199 $26.2M
Deroy & Devereaux Private Investment Counsel Inc. 1.08% Reduce -1.6% 606,126 $25.6M
Public Sector Pension Investment Board 0.05% Reduce -3.1% 491,643 $20.8M
Sei Investments Co. 0.02% Add +4.2% 480,202 $20.3M
Arrowstreet Capital, Limited Partnership 0.01% New 454,866 $19.2M
Aristotle Capital Boston, LLC 1.29% Reduce -16.1% 454,584 $19.2M
Kennedy Capital Management LLC 0.31% Reduce -3.0% 416,436 $17.6M
Wells Fargo & Company 0.00% Add +32.1% 401,319 $17.0M
Rhumbline Advisers 0.01% Reduce -9.7% 364,155 $15.4M
Fisher Asset Management 0.00% No change 360,253 $15.2M
First Trust Advisors LP 0.01% Add +2.9% 331,980 $14.0M
Raymond James Financial Inc. 0.00% Add +28.3% 331,401 $14.0M
Legal & General Group Plc 0.00% Add +1.0% 331,252 $14.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.6% 299,803 $12.7M
Swiss National Bank 0.01% Add +1.8% 287,028 $12.1M
AQR Capital Management 0.00% Reduce -3.1% 268,472 $11.4M
Pinnacle Associates Ltd. 0.12% Add +2.3% 265,136 $11.2M
Osaic Holdings, Inc. 0.01% Add +6.9% 263,246 $11.1M
Victory Capital Management Inc. 0.01% Add +3.1% 257,370 $10.9M
JPMorgan Chase & Co. 0.00% Reduce -35.5% 230,421 $10.0M
Alliancebernstein L.P. 0.00% Reduce -5.8% 277,913 $9.9M
Allspring Global Investments Holdings, LLC 0.01% Add +2.6% 223,297 $9.6M
Phocas Financial Corp. 1.24% Add +27.6% 211,179 $8.9M
Jupiter Asset Management Ltd. 0.04% New 198,595 $8.4M
Basswood Capital Management, L.L.C. 0.35% No change 190,680 $8.1M
ProShare Advisors LLC 0.01% Reduce -3.8% 189,370 $8.0M
Renaissance Technologies 0.01% New 183,102 $7.7M
T. Rowe Price Associates Inc. 0.00% Add +18.0% 179,058 $7.6M
Royal Bank of Canada 0.00% Reduce -5.5% 174,324 $7.4M
Jump Financial, LLC 0.07% New 167,948 $7.1M
Citigroup Inc. 0.00% Add +19.9% 166,388 $7.0M
GAMCO Investors 0.06% Reduce -8.6% 165,667 $7.0M
California State Teachers Retirement System 0.01% Reduce -0.0% 164,063 $6.9M
Stifel Financial Corp. 0.01% Add +15.4% 160,713 $6.8M
Deutsche Bank AG 0.00% Add +19.3% 151,501 $6.4M
Susquehanna Fundamental Investments, LLC 0.12% Add +286.2% 149,189 $6.3M
Prudential Financial Inc. 0.01% Add +2.4% 148,407 $6.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +0.1% 141,084 $6.0M
Homestead Advisers Corp 0.15% No change 139,492 $5.9M
Peregrine Capital Management LLC 0.19% Reduce -8.0% 139,195 $5.9M
Quantinno Capital Management LP 0.01% Add +19.4% 137,438 $5.8M
Gabelli Funds LLC 0.04% Reduce -5.7% 135,191 $5.7M
Jones Financial Companies LLLP 0.00% Add +17.8% 132,934 $5.6M
Ilex Capital Partners (UK) LLP 0.11% New 128,653 $5.4M
Jain Global LLC 0.07% Add +39.9% 125,606 $5.3M
Natixis Advisors, LLC 0.01% Add +26.8% 123,526 $5.2M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.4% 120,352 $5.1M
Bessemer Group Inc. 0.01% Reduce -0.1% 108,232 $4.6M
LPL Financial LLC 0.00% Reduce -25.6% 108,199 $4.6M
Murchinson Ltd. 2.23% No change 106,874 $4.5M
Curi Capital, LLC 0.07% Reduce -0.0% 106,565 $4.5M
HSBC Holdings PLC 0.00% Reduce -19.5% 102,251 $4.3M
Cerity Partners LLC 0.01% Reduce -2.6% 101,457 $4.3M
Mendon Capital Advisors Corp. 1.50% No change 100,000 $4.2M
Kestra Advisory Services, LLC 0.01% Add +0.7% 99,972 $4.2M
Royce & Associates LP 0.03% Add +5.3% 99,057 $4.2M
PNC Financial Services Group, Inc. 0.00% Add +1.4% 97,399 $4.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -9.6% 96,920 $4.1M
New York State Common Retirement Fund 0.00% Add +20.5% 89,466 $3.8M
Martin & Co. Inc. 0.58% Reduce -0.6% 87,417 $3.7M

"% of holder's portfolio" is AUB's weight in each manager's 13F, not the share of Atlantic Union Bankshares Co. the manager owns.

Show all 453 holders