Atlantic Union BanksharesAUB

13F holders, Q4 2024 (December 31)
338holders +34
49new positions
26sold out
8famous investors
$37.87avg. 13F price*

At the end of Q4 2024, 338 institutions reported holding Atlantic Union Bankshares Co. (AUB) in their 13F filings, up 34 from Q3 2024. 49 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($499.0M), Vanguard Group Inc. ($414.9M) and Dimensional Fund Advisors LP ($215.2M). 8 famous investors held it, including George Soros (0.6% of Soros Fund Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions49$253.8M
Exits26$6.8M

All 13F filers, Q3 2024 → Q4 2024: 16,982,951 shares bought and 1,432,170 shares sold, net +15,550,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 338 holders

BlackRock, Inc. 0.01% Add +0.6% 13,172,296 $499.0M
Vanguard Group Inc. 0.01% Add +0.3% 10,953,700 $414.9M
Dimensional Fund Advisors LP 0.05% Add +0.6% 5,681,103 $215.2M
State Street Corp. 0.01% Add +14.3% 5,135,036 $194.5M
Ameriprise Financial Inc. 0.03% Add +62.0% 2,587,890 $98.0M
Westwood Holdings Group Inc. 0.72% Reduce -4.6% 2,442,878 $92.5M
Morgan Stanley 0.01% Add +232.3% 2,435,912 $92.3M
North Reef Capital Management LP 3.54% New 2,083,999 $78.9M
Geode Capital Management, LLC 0.01% Reduce -0.5% 2,055,512 $77.9M
Manufacturers Life Insurance Company, The 0.06% Add +6.4% 1,723,794 $65.3M
Franklin Resources Inc. 0.02% Add +2.8% 1,667,196 $63.2M
Victory Capital Management Inc. 0.06% Add +0.1% 1,580,527 $59.9M
Goldman Sachs Group Inc. 0.01% Add +27.6% 1,571,508 $59.5M
GW&K Investment Management, LLC 0.50% Add +24.9% 1,553,719 $58.9M
Northern Trust Corp. 0.01% Add +9.2% 1,161,216 $44.0M
Bank of New York Mellon Corp 0.01% Add +0.3% 1,076,953 $40.8M
American Century Companies Inc. 0.02% Add +3195.3% 1,056,073 $40.0M
Charles Schwab Investment Management Inc. 0.01% Add +8.3% 1,054,113 $39.9M
Allspring Global Investments Holdings, LLC 0.06% Add +275.4% 1,031,898 $38.1M
William Blair Investment Management, LLC 0.09% Add +24.0% 959,462 $36.3M
London Co. of Virginia 0.19% Reduce -0.3% 923,185 $35.0M
Tributary Capital Management, LLC 2.07% Add +17.8% 705,842 $26.7M
Schroder Investment Management Group 0.02% New 673,451 $25.5M
Sei Investments Co. 0.03% Add +63.4% 616,796 $23.4M
Jennison Associates LLC 0.01% Add +13.8% 610,694 $23.1M
Soros Fund Management 0.55% New 575,846 $21.8M
Neumeier Poma Investment Counsel LLC 1.93% New 525,520 $19.9M
Systematic Financial Management LP 0.51% Add +13.3% 524,465 $19.9M
Fort Washington Investment Advisors Inc. 0.12% Add +19.2% 523,891 $19.8M
Kodai Capital Management LP 0.80% New 515,952 $19.5M
Burkehill Global Management, LP 1.80% — 500,000 $18.9M
Millennium Management 0.02% Add +908.3% 450,389 $17.1M
DAVENPORT & Co LLC 0.10% Add +526.5% 444,691 $16.8M
Alliancebernstein L.P. 0.01% Add +315.6% 441,520 $16.7M
Atlantic Union Bankshares Corp 0.97% Reduce -10.9% 441,176 $16.7M
Principal Financial Group Inc. 0.01% Add +2.9% 435,380 $16.5M
JPMorgan Chase & Co. 0.00% Add +342.2% 402,247 $15.2M
Citadel Advisors 0.01% Add +205.0% 399,987 $15.2M
Fisher Asset Management 0.01% Add +17.3% 385,253 $14.6M
Envestnet Asset Management Inc. 0.00% Add +11.4% 366,014 $13.9M
Invesco Ltd. 0.00% Add +59.7% 330,570 $12.5M
Ceredex Value Advisors LLC 0.25% Reduce -11.1% 324,367 $12.3M
Philadelphia Financial Management of San Francisco, LLC 2.41% New 316,909 $12.0M
Renaissance Technologies 0.02% Add +146.4% 301,095 $11.4M
Samlyn Capital, LLC 0.18% New 295,293 $11.2M
Two Sigma Investments, LP 0.03% Add +2384.2% 283,971 $10.8M
Rhumbline Advisers 0.01% Reduce -0.2% 273,692 $10.4M
Bank of America Corp. 0.00% Reduce -25.1% 268,379 $10.2M
Nuveen Asset Management, LLC 0.00% Reduce -2.1% 268,100 $10.2M
Pinnacle Associates Ltd. 0.14% Reduce -9.5% 262,749 $10.0M
Legal & General Group Plc 0.00% Add +0.9% 249,156 $9.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +11.5% 227,300 $8.6M
Citigroup Inc. 0.01% Add +39.5% 225,543 $8.5M
Public Sector Pension Investment Board 0.04% Add +17.5% 223,706 $8.5M
ProShare Advisors LLC 0.02% Add +1.3% 208,363 $7.9M
Barclays PLC 0.00% Add +8.6% 202,973 $7.7M
UBS Group AG 0.00% Add +78.3% 197,981 $7.5M
Wells Fargo & Company 0.00% Add +16.5% 196,027 $7.4M
Norges Bank 0.00% Reduce -44.2% 183,653 $7.0M
Raymond James Financial Inc. 0.00% — 182,755 $6.9M
Brandywine Global Investment Management, LLC 0.05% Reduce -4.3% 180,105 $6.8M
Swiss National Bank 0.00% No change 175,247 $6.6M
Marshall Wace, LLP 0.01% New 167,772 $6.4M
Alyeska Investment Group, L.P. 0.02% New 161,295 $6.1M
Verition Fund Management LLC 0.03% Add +2691.6% 159,065 $6.0M
Peregrine Capital Management LLC 0.18% New 158,809 $6.0M
Schonfeld Strategic Advisors LLC 0.04% New 149,700 $5.7M
Jain Global LLC 0.16% — 142,800 $5.4M
Royal Bank of Canada 0.00% Reduce -3.1% 134,336 $5.1M
Deroy & Devereaux Private Investment Counsel Inc. 0.29% Add +0.7% 132,665 $5.0M
Homestead Advisers Corp 0.12% No change 129,592 $4.9M
Royce & Associates LP 0.04% No change 114,000 $4.3M
Truist Financial Corp. 0.01% Add +2.8% 110,932 $4.2M
Rafferty Asset Management, LLC 0.01% Add +10.6% 105,509 $4.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.0% 103,907 $3.9M
Prudential Financial Inc. 0.01% Reduce -15.3% 91,531 $3.9M
Ghisallo Capital Management LLC 0.23% New 100,000 $3.8M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 98,955 $3.7M
Keeley-Teton Advisors, LLC 0.43% Reduce -17.5% 96,788 $3.7M
Cubist Systematic Strategies, LLC 0.06% New 96,754 $3.7M
Public Employees Retirement System of Ohio 0.01% New 93,488 $3.5M
Squarepoint Ops LLC 0.01% Add +636.1% 88,460 $3.4M
LPL Financial LLC 0.00% Add +12.2% 86,859 $3.3M
California State Teachers Retirement System 0.00% Reduce -1.9% 83,317 $3.2M
Martin & Co. Inc. 0.77% Reduce -3.7% 82,275 $3.1M
HSBC Holdings PLC 0.00% New 81,193 $3.1M
First Trust Advisors LP 0.00% Reduce -25.3% 80,302 $3.0M
Deutsche Bank AG 0.00% Add +50.3% 77,693 $2.9M
Thrivent Financial for Lutherans 0.01% Reduce -4.9% 75,441 $2.9M
Aquatic Capital Management LLC 0.08% Add +7440.0% 75,400 $2.9M
Natixis Advisors, LLC 0.01% Add +23.4% 74,976 $2.8M
Cary Street Partners Financial LLC 0.09% — 73,923 $2.8M
Quantbot Technologies LP 0.10% New 68,759 $2.6M
Wellington Management Group LLP 0.00% New 68,099 $2.6M
Graham Capital Management, L.P. 0.13% New 67,619 $2.6M
Oliver Luxxe Assets LLC 0.45% No change 66,407 $2.5M
Russell Investments Group, Ltd. 0.00% Reduce -50.6% 65,620 $2.5M
First National Bank of Omaha 0.16% Add +16.3% 63,790 $2.4M
Wesbanco Bank Inc. 0.08% Add +37.3% 62,700 $2.4M
Two Sigma Advisers, LP 0.01% New 60,430 $2.3M

"% 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 338 holders