Atlantic Union BanksharesAUB
13F holders, Q3 2024 (September 30)304holders +30
45new positions
18sold out
5famous investors
$37.69avg. 13F price*
At the end of Q3 2024, 304 institutions reported holding Atlantic Union Bankshares Co. (AUB) in their 13F filings, up 30 from Q2 2024. 45 opened new positions and 18 sold out. The largest holders were BlackRock, Inc. ($493.5M), Vanguard Group Inc. ($411.6M) and Dimensional Fund Advisors LP ($212.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $15.9M |
| Exits | 18 | $10.6M |
All 13F filers, Q2 2024 → Q3 2024: 3,560,990 shares bought and 1,885,509 shares sold, net +1,675,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 304 holders
| BlackRock, Inc. | 0.01% | — | 13,099,665 | $493.5M |
| Vanguard Group Inc. | 0.01% | Add +0.0% | 10,926,096 | $411.6M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.6% | 5,650,021 | $212.8M |
| State Street Corp. | 0.01% | Add +3.0% | 4,492,014 | $169.2M |
| Westwood Holdings Group Inc. | 0.75% | Reduce -3.6% | 2,561,365 | $96.5M |
| Geode Capital Management, LLC | 0.01% | Add +0.7% | 2,065,862 | $77.8M |
| Franklin Resources Inc. | 0.02% | Add +20.0% | 1,621,527 | $62.6M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -1.0% | 1,620,519 | $61.0M |
| Ameriprise Financial Inc. | 0.02% | Add +152.8% | 1,597,307 | $60.2M |
| Victory Capital Management Inc. | 0.06% | Reduce -1.1% | 1,578,737 | $59.5M |
| GW&K Investment Management, LLC | 0.40% | Reduce -1.2% | 1,244,200 | $46.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +40.2% | 1,231,493 | $46.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.0% | 1,074,092 | $40.5M |
| Northern Trust Corp. | 0.01% | Reduce -0.1% | 1,063,893 | $40.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.7% | 973,480 | $36.7M |
| London Co. of Virginia | 0.18% | Add +1.6% | 926,176 | $34.9M |
| William Blair Investment Management, LLC | 0.07% | Add +13.0% | 773,800 | $29.1M |
| Morgan Stanley | 0.00% | Add +37.1% | 733,161 | $27.6M |
| Tributary Capital Management, LLC | 1.75% | Reduce -0.4% | 599,299 | $22.6M |
| Jennison Associates LLC | 0.01% | Add +21.1% | 536,814 | $20.2M |
| Atlantic Union Bankshares Corp | 1.08% | Add +7.9% | 494,921 | $18.6M |
| Systematic Financial Management LP | 0.44% | Add +33.7% | 463,039 | $17.4M |
| Fort Washington Investment Advisors Inc. | 0.10% | Reduce -28.2% | 439,601 | $16.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.4% | 423,265 | $15.9M |
| Sei Investments Co. | 0.02% | Add +44.3% | 377,471 | $14.2M |
| Ceredex Value Advisors LLC | 0.27% | Reduce -0.2% | 364,667 | $13.7M |
| Bank of America Corp. | 0.00% | Add +13.1% | 358,425 | $13.5M |
| Norges Bank | 0.00% | Reduce -23.0% | 329,309 | $12.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 328,543 | $12.4M |
| Fisher Asset Management | 0.01% | No change | 328,403 | $12.4M |
| LSV Asset Management | 0.02% | Reduce -59.1% | 288,877 | $10.9M |
| Pinnacle Associates Ltd. | 0.18% | Add +8.6% | 290,468 | $10.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +0.1% | 274,884 | $10.4M |
| Rhumbline Advisers | 0.01% | Reduce -3.5% | 274,205 | $10.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.9% | 273,793 | $10.3M |
| Legal & General Group Plc | 0.00% | Reduce -1.0% | 246,833 | $9.3M |
| Invesco Ltd. | 0.00% | Add +3.5% | 207,005 | $7.8M |
| ProShare Advisors LLC | 0.02% | Add +1.0% | 205,697 | $7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.1% | 203,839 | $7.7M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -2.6% | 188,218 | $7.3M |
| Public Sector Pension Investment Board | 0.04% | Reduce -3.6% | 190,449 | $7.2M |
| Barclays PLC | 0.00% | Add +132.3% | 186,876 | $7.0M |
| Swiss National Bank | 0.00% | Reduce -0.5% | 175,247 | $6.6M |
| Wells Fargo & Company | 0.00% | Add +14.5% | 168,303 | $6.3M |
| Citigroup Inc. | 0.01% | Add +22.6% | 161,729 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +27.6% | 138,693 | $5.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +83.5% | 132,833 | $5.0M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.28% | Add +0.7% | 131,775 | $5.0M |
| Citadel Advisors | 0.01% | New | 131,126 | $4.9M |
| Homestead Advisers Corp | 0.12% | No change | 129,592 | $4.9M |
| Raymond James & Associates | 0.00% | Add +3.9% | 126,157 | $4.8M |
| Renaissance Technologies | 0.01% | Reduce -2.0% | 122,189 | $4.6M |
| Jane Street Group, LLC | 0.01% | Reduce -32.5% | 118,481 | $4.5M |
| Keeley-Teton Advisors, LLC | 0.49% | Reduce -3.1% | 117,347 | $4.4M |
| Royce & Associates LP | 0.04% | Reduce -15.7% | 114,000 | $4.3M |
| UBS Group AG | 0.00% | Add +12.2% | 111,060 | $4.2M |
| Prudential Financial Inc. | 0.01% | Reduce -24.6% | 108,111 | $4.1M |
| Truist Financial Corp. | 0.01% | Add +0.4% | 107,869 | $4.1M |
| First Trust Advisors LP | 0.00% | Add +30.3% | 107,490 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Add +1.2% | 106,237 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.5% | 106,003 | $4.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -17.0% | 95,424 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.2% | 90,957 | $3.4M |
| Martin & Co. Inc. | 0.76% | Reduce -0.1% | 85,423 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -2.7% | 84,893 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.9% | 79,348 | $3.0M |
| LPL Financial LLC | 0.00% | Add +2.7% | 77,405 | $2.9M |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +24.7% | 76,769 | $2.9M |
| FMR LLC | 0.00% | Add +30.1% | 71,349 | $2.7M |
| DAVENPORT & Co LLC | 0.02% | Add +43.2% | 70,982 | $2.7M |
| Oliver Luxxe Assets LLC | 0.45% | Add +105.5% | 66,407 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +24.2% | 60,782 | $2.3M |
| Canal Capital Management, LLC | 0.36% | Reduce -9.9% | 59,681 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +24.4% | 55,349 | $2.1M |
| First National Bank of Omaha | 0.13% | Reduce -1.6% | 54,853 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -6.2% | 54,144 | $2.0M |
| Smith Salley Wealth Management | 0.13% | Add +3.9% | 52,892 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +28.4% | 51,693 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -9.6% | 51,652 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | No change | 51,586 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.1% | 51,350 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.8% | 51,235 | $1.9M |
| Illinois Municipal Retirement Fund | 0.03% | Add +0.6% | 50,116 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.0% | 49,019 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.5% | 48,960 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 47,526 | $1.8M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 46,989 | $1.8M |
| Dana Investment Advisors, Inc. | 0.06% | Add +7.2% | 46,305 | $1.7M |
| Wesbanco Bank Inc. | 0.06% | No change | 45,665 | $1.7M |
| Millennium Management | 0.00% | New | 44,667 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +22.8% | 44,518 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | New | 44,249 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -4.0% | 43,400 | $1.6M |
| Comerica Bank | 0.01% | Reduce -2.6% | 40,606 | $1.5M |
| Paradigm Asset Management Co. LLC | 0.40% | No change | 40,500 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.1% | 38,984 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -15.4% | 38,528 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -6.0% | 37,466 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +95.5% | 35,346 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.4% | 34,694 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 34,152 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.3% | 33,850 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -5.3% | 33,850 | $1.3M |
| White Pine Capital LLC | 0.42% | Add +72.3% | 32,820 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +1.3% | 32,485 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 32,481 | $1.2M |
| American Century Companies Inc. | 0.00% | Reduce -66.1% | 32,048 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Add +7.0% | 30,684 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -3.1% | 30,319 | $1.1M |
| Connecticut Wealth Management, LLC | 0.06% | Add +133.3% | 30,231 | $1.1M |
| Dudley Capital Management, LLC | 0.59% | Reduce -16.6% | 30,071 | $1.1M |
| De Lisle Partners LLP | 0.18% | Add +41.6% | 29,118 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +55.9% | 28,918 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -84.0% | 28,668 | $1.1M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -2.4% | 27,776 | $1.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -23.1% | 27,652 | $1.0M |
| Mariner, LLC | 0.00% | Add +7.5% | 27,653 | $1.0M |
| State of Tennessee, Department of Treasury | 0.00% | Add +9.3% | 27,456 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +178.7% | 26,661 | $1.0M |
| Amalgamated Bank | 0.01% | Reduce -3.6% | 26,405 | $995K |
| Teton Advisors, Inc. | 0.45% | Reduce -5.5% | 26,000 | $979K |
| Trust Point Inc. | 0.07% | Add +2.0% | 25,998 | $979K |
| Arizona State Retirement System | 0.01% | Add +3.2% | 25,848 | $974K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 25,734 | $969K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -59.7% | 25,564 | $963K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 25,328 | $954K |
| Mendon Capital Advisors Corp. | 0.61% | No change | 25,000 | $942K |
| Curi Capital, LLC | 0.02% | No change | 25,000 | $942K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.0% | 23,931 | $901K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.4% | 23,807 | $897K |
| Salzhauer Michael | 0.54% | No change | 22,713 | $856K |
| D'Orazio & Associates, Inc. | 0.12% | No change | 22,330 | $841K |
| New York State Teachers Retirement System | 0.00% | No change | 21,300 | $802K |
| Heritage Wealth Advisors | 0.04% | Reduce -0.1% | 21,244 | $800K |
| Pitcairn Co. | 0.05% | Reduce -2.5% | 21,206 | $799K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.1% | 21,156 | $797K |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 20,735 | $781K |
| Handelsbanken Fonder AB | 0.00% | Add +25.1% | 20,416 | $769K |
| Intrust Bank NA | 0.08% | Add +15.5% | 19,959 | $752K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.4% | 19,907 | $750K |
| FineMark National Bank & Trust | 0.03% | No change | 19,587 | $738K |
| First Hawaiian Bank | 0.02% | Reduce -0.8% | 19,497 | $734K |
| Cascades Capital Asset Management, LLC | 0.42% | — | 19,467 | $733K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.8% | 19,191 | $723K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 18,725 | $705K |
| Harbor Advisors LLC | 0.12% | No change | 18,644 | $702K |
| Holocene Advisors, LP | 0.00% | New | 18,277 | $688K |
| Tidal Investments LLC | 0.01% | No change | 18,077 | $681K |
| Taylor Financial Group, Inc. | 0.46% | No change | 17,732 | $668K |
| Salomon & Ludwin, LLC | 0.07% | Reduce -2.8% | 17,322 | $653K |
| HRT Financial LP | 0.00% | New | 16,332 | $615K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.4% | 16,223 | $613K |
| Uncommon Cents Investing LLC | 0.17% | Reduce -2.2% | 15,955 | $601K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 15,684 | $591K |
| Amundi | 0.00% | Add +13.3% | 15,806 | $574K |
| Resources Management Corp. /CT/ | 0.08% | No change | 15,200 | $573K |
| First Manhattan Co. Llc. | 0.00% | No change | 15,000 | $565K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 14,950 | $563K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | No change | 14,057 | $530K |
| Intech Investment Management LLC | 0.01% | New | 13,960 | $526K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -8.5% | 13,504 | $509K |
| Ledyard National Bank | 0.05% | No change | 13,494 | $508K |
| Creative Planning | 0.00% | Add +20.5% | 13,159 | $496K |
| Advantage Alpha Capital Partners LP | 0.11% | Add +29.1% | 13,032 | $491K |
| Osaic Holdings, Inc. | 0.00% | Add +8.1% | 12,656 | $477K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.8% | 12,529 | $472K |
| EMC Capital Management | 0.31% | Reduce -2.2% | 5,499 | $466K |
| US Bancorp \de | 0.00% | Add +1.5% | 12,031 | $453K |
| Squarepoint Ops LLC | 0.00% | Add +61.0% | 12,018 | $453K |
| Pictet Asset Management Holding SA | 0.00% | Add +20.5% | 11,912 | $449K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -63.5% | 11,711 | $441K |
| Captrust Financial Advisors | 0.00% | Reduce -3.8% | 11,650 | $439K |
| GAMCO Investors | 0.00% | No change | 11,500 | $433K |
| Two Sigma Investments, LP | 0.00% | Reduce -6.6% | 11,431 | $431K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 11,220 | $423K |
| Natixis Investment Managers International | 0.03% | No change | 11,220 | $423K |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 11,073 | $417K |
| Dover Advisors, LLC | 0.23% | Reduce -7.7% | 10,656 | $401K |
| Stephens Inc. | 0.01% | Reduce -31.8% | 10,434 | $393K |
| Bank of Montreal | 0.00% | Add +0.9% | 10,493 | $389K |
| M&T Bank Corp | 0.00% | Reduce -4.9% | 9,897 | $373K |
| ExodusPoint Capital Management, LP | 0.00% | New | 9,846 | $371K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,662 | $364K |
| Jones Financial Companies LLLP | 0.00% | Add +59.7% | 9,633 | $357K |
| Advisory Services Network, LLC | 0.01% | No change | 10,865 | $357K |
| Moors & Cabot, Inc. | 0.02% | Reduce -1.1% | 9,432 | $355K |
| Profund Advisors LLC | 0.01% | Add +19.7% | 9,223 | $347K |
| Equitable Holdings, Inc. | 0.00% | No change | 9,178 | $346K |
| Vista Investment Management | 0.13% | Reduce -0.3% | 9,120 | $344K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.1% | 9,060 | $341K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 8,821 | $332K |
| MML Investors Services, LLC | 0.00% | Add +11.0% | 8,797 | $331K |
| SageView Advisory Group, LLC | 0.02% | New | 8,616 | $325K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.5% | 8,616 | $325K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.8% | 8,594 | $324K |
| First National Advisers, LLC | 0.05% | Add +9.3% | 8,364 | $315K |
| Beacon Harbor Wealth Advisors, Inc. | 0.07% | No change | 8,372 | $315K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.8% | 8,300 | $313K |
| Pettyjohn, Wood & White, Inc. | 0.06% | No change | 8,200 | $309K |
| Alpha Omega Wealth Management LLC | 0.06% | No change | 8,064 | $304K |
| Keybank National Association | 0.00% | New | 7,828 | $295K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,690 | $290K |
| Diversified Trust Co. | 0.01% | No change | 7,686 | $290K |
| Beacon Investment Advisors LLC | 0.13% | Add +0.0% | 7,297 | $275K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 7,545 | $274K |
| State of Wisconsin Investment Board | 0.00% | Reduce -6.1% | 7,214 | $272K |
| Park Avenue Securities LLC | 0.00% | Reduce -28.0% | 7,126 | $268K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -2.7% | 7,093 | $267K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 6,626 | $250K |
| Global Retirement Partners, LLC | 0.01% | Add +1090.0% | 6,557 | $247K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.1% | 6,549 | $247K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,473 | $240K |
| Aster Capital Management (DIFC) Ltd | 0.05% | — | 6,179 | $233K |
| Parkside Investments, LLC | 0.03% | Reduce -24.5% | 6,009 | $226K |
| Regions Financial Corp. | 0.00% | Reduce -2.5% | 5,978 | $225K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,980 | $225K |
| MQS Management LLC | 0.13% | Reduce -52.2% | 5,953 | $224K |
| Heritage Family Offices, LLP | 0.12% | New | 5,942 | $224K |
| Partners in Financial Planning | 0.04% | New | 5,924 | $223K |
| Xponance LLC | 0.00% | New | 5,868 | $221K |
| Occudo Quantitative Strategies LP | 0.04% | Reduce -16.8% | 5,762 | $217K |
| CoreCap Advisors, LLC | 0.01% | Reduce -12.2% | 5,762 | $217K |
| Verition Fund Management LLC | 0.00% | New | 5,698 | $215K |
| Mackenzie Financial Corp. | 0.00% | New | 5,566 | $210K |
| Sandy Spring Bank | 0.01% | No change | 5,536 | $209K |
| Atria Investments, Inc | 0.00% | New | 5,508 | $207K |
| Savant Capital, LLC | 0.00% | New | 5,461 | $206K |
| Versor Investments LP | 0.03% | New | 5,400 | $203K |
| Paloma Partners Management Co | 0.01% | New | 5,400 | $203K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 5,360 | $202K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 5,295 | $199K |
| Geneos Wealth Management Inc. | 0.01% | Add +10.2% | 5,154 | $194K |
| Spire Wealth Management | 0.01% | New | 4,935 | $186K |
| Allworth Financial LP | 0.00% | No change | 4,806 | $181K |
| CIBC Private Wealth Group LLC | 0.00% | Add +313.0% | 4,576 | $172K |
| SouthState Bank Corp | 0.01% | No change | 4,335 | $163K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -27.8% | 4,080 | $154K |
| STRS Ohio | 0.00% | Add +81.0% | 3,800 | $143K |
| SG Americas Securities, LLC | 0.00% | Reduce -80.7% | 3,693 | $139K |
| ORG Partners LLC | 0.02% | No change | 3,283 | $124K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3,203 | $121K |
| Evermay Wealth Management LLC | 0.02% | No change | 3,096 | $117K |
| Main Street Group, LTD | 0.05% | No change | 3,089 | $116K |
| KBC Group NV | 0.00% | No change | 2,870 | $108K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.0% | 2,837 | $107K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.1% | 2,541 | $96K |
| First Horizon Advisors, Inc. | 0.00% | Add +9.3% | 2,026 | $76K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 2,000 | $75K |
| Blue Trust, Inc. | 0.00% | Add +110.2% | 2,089 | $69K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -73.2% | 1,705 | $64K |
| Investors Research Corp | 0.01% | No change | 1,600 | $60K |
| Danske Bank A/S | 0.00% | Reduce -87.1% | 1,600 | $60K |
| AlphaQuest LLC | 0.01% | New | 1,485 | $56K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -0.3% | 1,465 | $55K |
| Fifth Third Bancorp | 0.00% | Add +1.2% | 1,327 | $50K |
| UMB Bank, n.a. | 0.00% | Add +77.7% | 1,105 | $42K |
| GAMMA Investing LLC | 0.00% | Add +88.6% | 1,041 | $39K |
| Aquatic Capital Management LLC | 0.00% | New | 1,000 | $38K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +78.8% | 930 | $35K |
| Huntington National Bank | 0.00% | Add +11.6% | 729 | $27K |
| Concord Wealth Partners | 0.00% | No change | 675 | $25K |
| Mather Group, Llc. | 0.00% | Reduce -10.2% | 673 | $25K |
| Lanark Financial, Inc. | 0.00% | No change | 661 | $24K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 552 | $21K |
| International Assets Investment Management, LLC | 0.00% | New | 540 | $20K |
| Cwm, LLC | 0.00% | Add +43.8% | 473 | $18K |
| Signaturefd, LLC | 0.00% | No change | 430 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -13.6% | 375 | $14K |
| Meeder Asset Management Inc. | 0.00% | New | 368 | $14K |
| Private Trust Co. NA | 0.00% | Add +1.5% | 338 | $13K |
| Principal Securities, Inc. | 0.00% | Add +2.2% | 320 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 312 | $12K |
| Sterling Capital Management LLC | 0.00% | — | 307 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 268 | $10K |
| Towne Trust Company, N.A | 0.00% | No change | 217 | $8K |
| Bessemer Group Inc. | 0.00% | Add +106.2% | 200 | $8K |
| NewEdge Advisors, LLC | 0.00% | Add +1.0% | 207 | $8K |
| Covestor Ltd | 0.00% | Add +0.5% | 193 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.4% | 130 | $5K |
| Red Tortoise LLC | 0.00% | No change | 100 | $4K |
| Rothschild Investment LLC | 0.00% | Add +157.1% | 90 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | New | 83 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.2% | 65 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.1% | 61 | $2K |
| Salem Investment Counselors Inc. | 0.00% | New | 54 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 52 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 34 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 29 | $1K |
| Bokf, NA | 0.00% | New | 29 | $1K |
| Hemington Wealth Management | 0.00% | New | 45 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 22 | $829 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 19 | $716 |
| SJS Investment Consulting Inc. | 0.00% | No change | 18 | $679 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 17 | $640 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 15 | $565 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 14 | $528 |
| Larson Financial Group LLC | 0.00% | No change | 11 | $414 |
| Parkside Financial Bank & Trust | 0.00% | No change | 7 | $264 |
| Arax Advisory Partners | 0.00% | New | 7 | $264 |
| Mendota Financial Group, LLC | 0.00% | New | 6 | $227 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 5 | $188 |
| AdvisorNet Financial, Inc | 0.00% | New | 5 | $188 |
| Northwest Financial Advisors | 0.00% | New | 2 | $75 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $38 |
"% of holder's portfolio" is AUB's weight in each manager's 13F, not the share of Atlantic Union Bankshares Co. the manager owns.