Atlantic Union BanksharesAUB
13F holders, Q1 2024 (March 31)274holders
4famous investors
$35.30avg. 13F price*
At the end of Q1 2024, 274 institutions reported holding Atlantic Union Bankshares Co. (AUB) in their 13F filings. The largest holders were BlackRock Inc. ($389.6M), Vanguard Group Inc. ($325.4M) and Dimensional Fund Advisors LP ($176.2M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Atlantic Union Bankshares Co.
- CUSIP
- 04911A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $27.1M |
| Exits | 18 | $6.5M |
Ownership 274 holders
| BlackRock Inc. | 0.01% | Add +3.1% | 11,033,795 | $389.6M |
| Vanguard Group Inc. | 0.01% | Reduce -0.8% | 9,215,348 | $325.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +1.5% | 4,990,890 | $176.2M |
| State Street Corp. | 0.01% | Reduce -5.5% | 3,528,915 | $124.6M |
| Westwood Holdings Group Inc. | 0.74% | Add +19.0% | 2,627,756 | $92.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 1,654,268 | $58.4M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -4.9% | 1,638,459 | $57.9M |
| Victory Capital Management Inc. | 0.05% | Add +1.2% | 1,467,281 | $51.8M |
| GW&K Investment Management, LLC | 0.39% | Reduce -1.7% | 1,248,991 | $44.1M |
| Northern Trust Corp. | 0.01% | Reduce -4.9% | 951,343 | $33.6M |
| Franklin Resources Inc. | 0.01% | Add +6.4% | 949,924 | $33.5M |
| LSV Asset Management | 0.06% | Reduce -4.9% | 878,800 | $31.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.6% | 819,989 | $29.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.9% | 812,009 | $28.7M |
| London Co. of Virginia | 0.15% | Add +14.7% | 784,176 | $27.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +13.6% | 702,092 | $24.8M |
| William Blair Investment Management, LLC | 0.06% | Reduce -0.1% | 686,083 | $24.2M |
| Tributary Capital Management, LLC | 1.74% | Reduce -1.1% | 600,213 | $21.2M |
| Fort Washington Investment Advisors Inc. | 0.13% | Add +7.9% | 558,441 | $19.7M |
| Morgan Stanley | 0.00% | Reduce -5.1% | 477,497 | $16.9M |
| Norges Bank | 0.00% | Reduce -17.3% | 427,771 | $15.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.7% | 391,091 | $13.8M |
| Royce & Associates LP | 0.12% | Add +0.1% | 385,792 | $13.6M |
| Ceredex Value Advisors LLC | 0.23% | Reduce -18.1% | 367,767 | $13.0M |
| Millennium Management | 0.01% | Reduce -44.9% | 341,043 | $12.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 330,800 | $11.7M |
| Fisher Asset Management | 0.01% | Add +8.6% | 328,253 | $11.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +2.9% | 322,223 | $11.4M |
| Jennison Associates LLC | 0.01% | Reduce -0.2% | 318,105 | $11.2M |
| Pinnacle Associates Ltd. | 0.16% | Reduce -0.7% | 288,386 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.6% | 285,693 | $10.1M |
| Atlantic Union Bankshares Corp | 0.83% | Reduce -3.0% | 278,738 | $9.8M |
| Rhumbline Advisers | 0.01% | Add +0.1% | 240,852 | $8.5M |
| ProShare Advisors LLC | 0.02% | Reduce -4.0% | 239,250 | $8.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.4% | 237,173 | $8.4M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Reduce -55.1% | 237,024 | $8.4M |
| Systematic Financial Management LP | 0.23% | Reduce -1.3% | 229,106 | $8.1M |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 209,403 | $7.4M |
| Voya Investment Management LLC | 0.01% | Reduce -8.3% | 208,428 | $7.4M |
| Bank of America Corp. | 0.00% | Add +13.7% | 199,504 | $7.0M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -0.7% | 196,839 | $7.0M |
| HSBC Holdings PLC | 0.00% | Reduce -60.7% | 182,616 | $6.4M |
| Invesco Ltd. | 0.00% | Reduce -6.2% | 170,514 | $6.0M |
| Sei Investments Co. | 0.01% | Add +83.7% | 160,775 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +5.7% | 159,610 | $5.6M |
| Public Sector Pension Investment Board | 0.04% | Reduce -1.2% | 153,778 | $5.4M |
| Swiss National Bank | 0.00% | No change | 147,847 | $5.2M |
| American Century Companies Inc. | 0.00% | Add +24.4% | 130,329 | $4.6M |
| Balyasny Asset Management L.P. | 0.01% | New | 129,738 | $4.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.28% | Add +3.8% | 129,730 | $4.6M |
| Homestead Advisers Corp | 0.11% | No change | 129,592 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +4.8% | 129,161 | $4.6M |
| Prudential Financial Inc. | 0.01% | Reduce -50.4% | 124,393 | $4.4M |
| Keeley-Teton Advisors, LLC | 0.54% | Reduce -2.2% | 123,900 | $4.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.9% | 123,024 | $4.3M |
| Walleye Capital LLC | 0.05% | Add +210.7% | 120,281 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +1.1% | 118,719 | $4.2M |
| Raymond James & Associates | 0.00% | Add +6.0% | 118,202 | $4.2M |
| Barclays PLC | 0.00% | Reduce -33.7% | 113,229 | $4.0M |
| Credit Suisse AG/ | 0.00% | Add +1.3% | 113,081 | $4.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.0% | 103,429 | $3.7M |
| UBS Group AG | 0.00% | Add +350.5% | 101,754 | $3.6M |
| Old Mission Capital LLC | 0.09% | New | 100,756 | $3.6M |
| Citigroup Inc. | 0.00% | Add +0.2% | 100,636 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -22.5% | 93,878 | $3.3M |
| Martin & Co. Inc. | 0.77% | Add +0.6% | 89,352 | $3.2M |
| Marshall Wace, LLP | 0.01% | New | 88,799 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.7% | 88,344 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 85,327 | $3.0M |
| First Trust Advisors LP | 0.00% | Reduce -19.1% | 80,605 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.3% | 80,536 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +9.6% | 78,380 | $2.8M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 78,026 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -5.2% | 75,043 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -22.6% | 70,587 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.2% | 68,438 | $2.4M |
| Canal Capital Management, LLC | 0.39% | Add +0.8% | 66,490 | $2.3M |
| Texas Permanent School Fund Corp. | 0.02% | Add +1.3% | 65,659 | $2.3M |
| Squarepoint Ops LLC | 0.01% | Add +294.7% | 64,563 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -3.7% | 63,403 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -9.2% | 60,171 | $2.1M |
| First National Bank of Omaha | 0.14% | Add +8.0% | 64,943 | $2.0M |
| FMR LLC | 0.00% | Reduce -11.7% | 51,273 | $1.8M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 50,307 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.2% | 50,292 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 50,209 | $1.8M |
| Mendon Capital Advisors Corp. | 1.00% | No change | 50,000 | $1.8M |
| Curi Capital, LLC | 0.04% | No change | 50,000 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -5.2% | 49,790 | $1.8M |
| Cerity Partners LLC | 0.00% | New | 49,170 | $1.7M |
| Redmond Asset Management, LLC | 0.55% | Reduce -8.3% | 49,123 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.2% | 47,576 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.0% | 45,703 | $1.6M |
| Wesbanco Bank Inc. | 0.06% | New | 45,665 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 44,943 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | No change | 44,848 | $1.6M |
| Fifth Lane Capital, LP | 2.08% | New | 44,194 | $1.6M |
| Danske Bank A/S | 0.00% | — | 43,935 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +106.4% | 43,507 | $1.5M |
| HRT Financial LP | 0.01% | New | 42,450 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -0.4% | 41,483 | $1.5M |
| American International Group, Inc. | 0.01% | Reduce -0.9% | 40,524 | $1.4M |
| Comerica Bank | 0.01% | Reduce -7.8% | 40,264 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.6% | 40,163 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -2.2% | 40,122 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -2.2% | 40,122 | $1.4M |
| Dana Investment Advisors, Inc. | 0.05% | Add +0.4% | 39,900 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | No change | 38,889 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +3.0% | 38,081 | $1.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -11.5% | 38,062 | $1.3M |
| Wellington Management Group LLP | 0.00% | Reduce -6.0% | 37,839 | $1.3M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.8% | 37,200 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -11.8% | 36,542 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +68.8% | 36,209 | $1.3M |
| Dudley Capital Management, LLC | 0.73% | Reduce -17.5% | 36,071 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 34,712 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -8.7% | 33,849 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 32,481 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -4.7% | 32,593 | $1.1M |
| Oliver Luxxe Assets LLC | 0.23% | Add +51.2% | 31,291 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 31,270 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +0.4% | 30,058 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Add +18.1% | 32,206 | $1.0M |
| Paloma Partners Management Co | 0.21% | New | 28,642 | $1.0M |
| Teton Advisors, Inc. | 0.35% | No change | 27,500 | $971K |
| Stifel Financial Corp. | 0.00% | Add +1.5% | 27,211 | $961K |
| Trust Point Inc. | 0.07% | Add +40.5% | 26,360 | $931K |
| LPL Financial LLC | 0.00% | Reduce -43.5% | 25,257 | $892K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.7% | 24,799 | $876K |
| Amalgamated Bank | 0.01% | Reduce -15.1% | 23,849 | $842K |
| D'Orazio & Associates, Inc. | 0.13% | No change | 22,330 | $788K |
| Edgestream Partners, L.P. | 0.04% | New | 22,184 | $783K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -24.5% | 21,522 | $760K |
| Mariner, LLC | 0.00% | Add +2.5% | 21,480 | $758K |
| White Pine Capital LLC | 0.29% | Add +3.8% | 23,644 | $751K |
| Heritage Wealth Advisors | 0.03% | No change | 21,167 | $747K |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 20,616 | $728K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -11.1% | 20,387 | $720K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -8.2% | 20,096 | $710K |
| New York State Teachers Retirement System | 0.00% | No change | 19,900 | $703K |
| FineMark National Bank & Trust | 0.03% | No change | 19,587 | $692K |
| Pitcairn Co. | 0.04% | Reduce -2.3% | 19,556 | $691K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 18,577 | $656K |
| Guggenheim Capital LLC | 0.00% | New | 18,328 | $647K |
| Salomon & Ludwin, LLC | 0.05% | No change | 17,820 | $629K |
| Stephens Inc. | 0.01% | New | 17,185 | $607K |
| First Hawaiian Bank | 0.02% | No change | 16,710 | $590K |
| Salzhauer Michael | 0.47% | No change | 16,498 | $583K |
| Uncommon Cents Investing LLC | 0.18% | No change | 16,485 | $582K |
| Handelsbanken Fonder AB | 0.00% | No change | 16,316 | $576K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -13.2% | 16,249 | $574K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 16,202 | $572K |
| HighTower Advisors, LLC | 0.00% | Add +9.2% | 15,605 | $550K |
| Resources Management Corp. /CT/ | 0.08% | No change | 15,200 | $537K |
| Landscape Capital Management, L.L.C. | 0.05% | Add +70.5% | 15,137 | $534K |
| First Manhattan Co. Llc. | 0.00% | No change | 15,000 | $530K |
| Brown Advisory Inc. | 0.00% | Reduce -8.9% | 14,999 | $530K |
| Intrust Bank NA | 0.06% | Add +6.4% | 14,776 | $522K |
| Captrust Financial Advisors | 0.00% | Reduce -4.2% | 14,107 | $498K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +131.6% | 13,854 | $489K |
| Taylor Financial Group, Inc. | 0.37% | Reduce -22.8% | 13,761 | $486K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -1.6% | 12,925 | $456K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | Reduce -6.7% | 12,776 | $451K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -3.9% | 12,763 | $451K |
| Creative Planning | 0.00% | Add +0.2% | 12,570 | $444K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.1% | 12,465 | $440K |
| XTX Topco Ltd | 0.06% | New | 12,342 | $436K |
| Amundi | 0.00% | Add +33.4% | 13,518 | $435K |
| US Bancorp \de | 0.00% | Add +6.8% | 12,098 | $427K |
| Inceptionr LLC | 0.11% | New | 11,732 | $414K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -4.4% | 11,575 | $409K |
| Natixis Investment Managers International | 0.03% | Reduce -4.4% | 11,575 | $409K |
| GAMCO Investors | 0.00% | No change | 11,500 | $406K |
| SG Americas Securities, LLC | 0.00% | New | 11,254 | $397K |
| CTC Alternative Strategies, Ltd. | 0.25% | New | 11,200 | $395K |
| Advantage Alpha Capital Partners LP | 0.07% | Reduce -25.4% | 11,154 | $394K |
| Bank of Montreal | 0.00% | Add +28.3% | 11,026 | $392K |
| M&T Bank Corp | 0.00% | Reduce -17.0% | 10,886 | $384K |
| Verition Fund Management LLC | 0.00% | New | 10,333 | $365K |
| Park Avenue Securities LLC | 0.00% | Add +4.6% | 10,178 | $359K |
| MML Investors Services, LLC | 0.00% | Add +1.0% | 10,037 | $354K |
| Pictet Asset Management Holding SA | 0.00% | Add +18.4% | 9,718 | $343K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -26.0% | 9,662 | $341K |
| Colonial River Investments, LLC | 0.19% | No change | 9,389 | $332K |
| Vista Investment Management | 0.13% | Add +1.3% | 9,150 | $323K |
| Moors & Cabot, Inc. | 0.02% | No change | 9,032 | $319K |
| TradeLink Capital LLC | 4.72% | New | 8,999 | $318K |
| Equitable Holdings, Inc. | 0.00% | No change | 8,973 | $317K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 8,821 | $311K |
| Level Four Advisory Services, LLC | 0.02% | No change | 8,304 | $303K |
| SageView Advisory Group, LLC | 0.02% | New | 8,566 | $302K |
| Beacon Harbor Wealth Advisors, Inc. | 0.08% | No change | 8,372 | $296K |
| Pathstone Holdings, LLC | 0.00% | Add +18.6% | 8,376 | $296K |
| City Center Advisors, LLC | 0.35% | — | 8,346 | $295K |
| Alpha Omega Wealth Management LLC | 0.05% | No change | 8,164 | $288K |
| Cetera Investment Advisers | 0.00% | New | 8,150 | $288K |
| Parkside Investments, LLC | 0.04% | Add +1.0% | 7,879 | $278K |
| Neuberger Berman Group LLC | 0.00% | Add +3.3% | 7,878 | $278K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 7,781 | $275K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,690 | $272K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.8% | 7,525 | $266K |
| Beacon Investment Advisors LLC | 0.15% | Add +0.0% | 7,294 | $258K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -1.4% | 7,293 | $258K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.1% | 7,120 | $251K |
| First National Advisers, LLC | 0.06% | New | 6,959 | $246K |
| Heritage Wealth Management, LLC | 0.12% | Reduce -1.5% | 6,721 | $237K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.0% | 6,573 | $232K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 6,552 | $231K |
| Regions Financial Corp. | 0.00% | Reduce -2.6% | 6,330 | $224K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,473 | $217K |
| Wills Financial Group, Inc. | 0.10% | Add +0.0% | 6,013 | $212K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -7.1% | 5,916 | $209K |
| Focus Partners Wealth | 0.00% | No change | 5,875 | $207K |
| State of Wisconsin Investment Board | 0.00% | Reduce -17.8% | 5,850 | $207K |
| Profund Advisors LLC | 0.01% | Reduce -16.2% | 5,827 | $206K |
| EMC Capital Management | 0.12% | New | 5,623 | $199K |
| Sandy Spring Bank | 0.01% | No change | 5,536 | $195K |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.6% | 5,580 | $194K |
| Nisa Investment Advisors, LLC | 0.00% | Add +28.8% | 5,305 | $187K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 5,295 | $187K |
| Central Pacific Bank - Trust Division | 0.02% | — | 5,130 | $179K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,750 | $168K |
| SouthState Bank Corp | 0.01% | No change | 4,335 | $153K |
| Jones Financial Companies LLLP | 0.00% | Add +2053.7% | 4,329 | $153K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -10.7% | 3,899 | $138K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +149.2% | 3,107 | $110K |
| Evermay Wealth Management LLC | 0.02% | No change | 3,096 | $109K |
| Main Street Group, LTD | 0.05% | Add +30790.0% | 3,089 | $109K |
| KBC Group NV | 0.00% | No change | 2,234 | $79K |
| Aquatic Capital Management LLC | 0.00% | New | 2,100 | $74K |
| Citadel Advisors | 0.00% | New | 2,003 | $71K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,983 | $70K |
| Investors Research Corp | 0.01% | No change | 1,600 | $56K |
| Fifth Third Bancorp | 0.00% | Reduce -1.4% | 1,222 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,067 | $37K |
| Huntington National Bank | 0.00% | Add +0.1% | 1,009 | $36K |
| Blue Trust, Inc. | 0.00% | Reduce -44.5% | 897 | $32K |
| Mather Group, Llc. | 0.00% | New | 749 | $27K |
| Lanark Financial, Inc. | 0.00% | No change | 661 | $23K |
| Raffa Wealth Management, LLC | 0.01% | New | 642 | $23K |
| UMB Bank, n.a. | 0.00% | Add +4.5% | 610 | $22K |
| Catalyst Funds Management Pty Ltd | 0.01% | — | 600 | $21K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 520 | $18K |
| Signaturefd, LLC | 0.00% | No change | 490 | $17K |
| Cwm, LLC | 0.00% | Add +6.4% | 416 | $15K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.6% | 355 | $13K |
| Avior Wealth Management, LLC | 0.00% | New | 340 | $12K |
| Private Trust Co. NA | 0.00% | No change | 333 | $12K |
| GAMMA Investing LLC | 0.00% | Add +91.7% | 324 | $11K |
| Principal Securities, Inc. | 0.00% | Reduce -2.1% | 322 | $11K |
| Towne Trust Company, N.A | 0.00% | No change | 217 | $8K |
| Covestor Ltd | 0.00% | Reduce -0.5% | 191 | $7K |
| Front Row Advisors LLC | 0.00% | New | 188 | $7K |
| TD Private Client Wealth LLC | 0.00% | Reduce -71.2% | 139 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -3.1% | 123 | $4K |
| Red Tortoise LLC | 0.00% | No change | 100 | $4K |
| First Financial Corp. | 0.00% | New | 91 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 97 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 77 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 63 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 52 | $2K |
| AlphaQuest LLC | 0.00% | New | 33 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 29 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 23 | $801 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -75.0% | 19 | $672 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -10.0% | 18 | $636 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 17 | $600 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 14 | $445 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +9.1% | 12 | $424 |
| Eagle Bay Advisors LLC | 0.00% | New | 11 | $388 |
| Rothschild Investment LLC | 0.00% | New | 10 | $353 |
| Global Retirement Partners, LLC | 0.00% | No change | 9 | $318 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 6 | $212 |
| TFO Wealth Partners, LLC | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is AUB's weight in each manager's 13F, not the share of Atlantic Union Bankshares Co. the manager owns.