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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $253.8M |
| Exits | 26 | $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 |
| Canal Capital Management, LLC | 0.37% | Add +1.0% | 60,280 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +34.8% | 59,994 | $2.3M |
| Crestline Management, L.P. | 0.08% | New | 59,191 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.3% | 58,031 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.2% | 54,038 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Add +4.4% | 53,867 | $2.0M |
| Smith Salley Wealth Management | 0.13% | No change | 52,892 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.6% | 50,931 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 50,910 | $1.9M |
| Cerity Partners LLC | 0.00% | Reduce -8.7% | 50,533 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 49,820 | $1.9M |
| Holocene Advisors, LP | 0.01% | Add +167.6% | 48,917 | $1.9M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -3.2% | 48,511 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 47,630 | $1.8M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 46,989 | $1.8M |
| Dana Investment Advisors, Inc. | 0.06% | Add +0.5% | 46,513 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.4% | 44,970 | $1.7M |
| Amundi | 0.00% | Add +186.8% | 45,328 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | No change | 43,400 | $1.6M |
| Comerica Bank | 0.01% | Add +2.2% | 41,494 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +14.3% | 39,040 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +14.8% | 38,873 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +14.8% | 38,873 | $1.5M |
| Sandy Spring Bank | 0.06% | Add +598.2% | 38,654 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 38,528 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +32.4% | 38,296 | $1.5M |
| Intech Investment Management LLC | 0.01% | Add +169.8% | 37,671 | $1.4M |
| Atom Investors LP | 0.17% | New | 36,800 | $1.4M |
| Brown Advisory Inc. | 0.00% | Reduce -3.5% | 36,164 | $1.4M |
| Gsa Capital Partners LLP | 0.10% | New | 35,174 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Add +26.7% | 34,796 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.0% | 34,008 | $1.3M |
| White Pine Capital LLC | 0.42% | Reduce -0.4% | 32,683 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 32,606 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 32,481 | $1.2M |
| FMR LLC | 0.00% | Reduce -55.4% | 31,823 | $1.2M |
| Dark Forest Capital Management LP | 0.18% | New | 31,728 | $1.2M |
| Walleye Capital LLC | 0.01% | New | 30,864 | $1.2M |
| Connecticut Wealth Management, LLC | 0.06% | No change | 30,231 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +26.8% | 30,180 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 30,089 | $1.1M |
| Dudley Capital Management, LLC | 0.58% | No change | 30,071 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -2.2% | 30,014 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.09% | Add +41.9% | 29,426 | $1.1M |
| Mariner, LLC | 0.00% | Add +5.0% | 29,031 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 27,652 | $1.0M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -3.5% | 26,791 | $1.0M |
| Amalgamated Bank | 0.01% | Reduce -0.3% | 26,327 | $997K |
| Voya Investment Management LLC | 0.00% | Reduce -9.2% | 26,024 | $986K |
| Arizona State Retirement System | 0.01% | Add +0.0% | 25,856 | $979K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 25,564 | $968K |
| StoneX Group Inc. | 0.05% | New | 25,474 | $965K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.2% | 25,418 | $963K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 25,328 | $959K |
| Curi Capital, LLC | 0.02% | No change | 25,000 | $947K |
| Kennondale Capital Management LLC | 1.02% | — | 24,849 | $941K |
| Dynamic Technology Lab Private Ltd | 0.15% | Add +56.2% | 24,502 | $928K |
| Pitcairn Co. | 0.05% | Add +15.1% | 24,408 | $925K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +28.5% | 24,057 | $911K |
| Trust Point Inc. | 0.06% | Reduce -8.6% | 23,751 | $900K |
| Teton Advisors, Inc. | 0.47% | Reduce -10.0% | 23,400 | $886K |
| Salzhauer Michael | 0.44% | No change | 22,713 | $860K |
| Clearstead Advisors, LLC | 0.01% | Reduce -6.3% | 22,420 | $849K |
| D'Orazio & Associates, Inc. | 0.12% | No change | 22,330 | $846K |
| Intrust Bank NA | 0.08% | Add +10.8% | 22,121 | $838K |
| Mendon Capital Advisors Corp. | 0.47% | No change | 25,000 | $832K |
| New York State Teachers Retirement System | 0.00% | No change | 21,300 | $807K |
| Heritage Wealth Advisors | 0.04% | No change | 21,244 | $805K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 21,156 | $801K |
| Jane Street Group, LLC | 0.00% | Reduce -82.4% | 20,800 | $788K |
| Handelsbanken Fonder AB | 0.00% | No change | 20,416 | $773K |
| Focus Partners Wealth | 0.00% | Reduce -24.6% | 20,114 | $762K |
| Tidal Investments LLC | 0.01% | Add +11.0% | 20,067 | $760K |
| Campbell Deegan Wealth Management, LLC | 0.90% | — | 19,818 | $751K |
| Landscape Capital Management, L.L.C. | 0.08% | New | 19,803 | $750K |
| Laurion Capital Management LP | 0.05% | New | 19,770 | $749K |
| FineMark National Bank & Trust | 0.03% | No change | 19,587 | $742K |
| First Hawaiian Bank | 0.02% | No change | 19,497 | $739K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 19,040 | $721K |
| HighTower Advisors, LLC | 0.00% | Add +15.8% | 18,784 | $712K |
| Harbor Advisors LLC | 0.11% | No change | 18,644 | $706K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.0% | 18,516 | $701K |
| BNP Paribas Financial Markets | 0.00% | Reduce -47.8% | 18,467 | $700K |
| KLP Kapitalforvaltning As | 0.00% | — | 17,950 | $680K |
| Taylor Financial Group, Inc. | 0.47% | No change | 17,732 | $672K |
| Salomon & Ludwin, LLC | 0.07% | Reduce -2.3% | 16,925 | $641K |
| Cascades Capital Asset Management, LLC | 0.35% | Reduce -13.8% | 16,772 | $635K |
| HRT Financial LP | 0.00% | Reduce -1.3% | 16,124 | $610K |
| Uncommon Cents Investing LLC | 0.18% | Reduce -0.2% | 15,930 | $603K |
| Resources Management Corp. /CT/ | 0.08% | No change | 15,200 | $576K |
| Advantage Alpha Capital Partners LP | 0.13% | Add +12.4% | 14,649 | $555K |
| Cetera Investment Advisers | 0.00% | Add +32.1% | 14,627 | $554K |
| AlphaQuest LLC | 0.07% | Add +883.6% | 14,607 | $553K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.7% | 14,366 | $544K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Reduce -0.1% | 14,048 | $532K |
| Jones Financial Companies LLLP | 0.00% | Add +45.3% | 13,993 | $530K |
| US Bancorp \de | 0.00% | Add +15.1% | 13,842 | $524K |
| Profund Advisors LLC | 0.02% | Add +49.3% | 13,770 | $522K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.7% | 13,600 | $515K |
| Ledyard National Bank | 0.05% | No change | 13,494 | $511K |
| First Manhattan Co. Llc. | 0.00% | Reduce -12.0% | 13,200 | $500K |
| Creative Planning | 0.00% | Reduce -0.5% | 13,093 | $496K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -31.8% | 13,090 | $496K |
| Bryce Point Capital, LLC | 0.13% | — | 12,097 | $458K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,912 | $451K |
| Point72 Asset Management | 0.00% | New | 11,756 | $445K |
| Bank of Montreal | 0.00% | Add +11.1% | 11,662 | $442K |
| Captrust Financial Advisors | 0.00% | Reduce -0.1% | 11,636 | $441K |
| Park Avenue Securities LLC | 0.00% | Add +62.2% | 11,559 | $438K |
| GAMCO Investors | 0.00% | No change | 11,500 | $436K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Add +0.4% | 11,265 | $427K |
| Natixis Investment Managers International | 0.03% | Add +0.4% | 11,265 | $427K |
| MML Investors Services, LLC | 0.00% | Add +18.5% | 10,428 | $395K |
| Susquehanna Fundamental Investments, LLC | 0.01% | — | 10,357 | $392K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.3% | 10,218 | $387K |
| Moors & Cabot, Inc. | 0.02% | Add +7.8% | 10,169 | $385K |
| Neuberger Berman Group LLC | 0.00% | Add +17.6% | 10,107 | $383K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.7% | 10,029 | $380K |
| M&T Bank Corp | 0.00% | Reduce -2.2% | 9,682 | $367K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,662 | $366K |
| Equitable Holdings, Inc. | 0.00% | No change | 9,178 | $348K |
| Vista Investment Management | 0.13% | Reduce -0.6% | 9,070 | $344K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 9,060 | $343K |
| CIBC Asset Management Inc | 0.00% | Add +5.2% | 8,731 | $331K |
| Keybank National Association | 0.00% | Add +10.8% | 8,677 | $329K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Add +5.2% | 8,625 | $327K |
| SageView Advisory Group, LLC | 0.01% | No change | 8,616 | $326K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.0% | 8,613 | $326K |
| State of Wisconsin Investment Board | 0.00% | Add +19.4% | 8,611 | $326K |
| De Lisle Partners LLP | 0.05% | Reduce -70.6% | 8,553 | $324K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.5% | 8,513 | $322K |
| Beacon Harbor Wealth Advisors, Inc. | 0.07% | No change | 8,372 | $317K |
| Cibc World Markets Corp. | 0.00% | New | 8,369 | $317K |
| Occudo Quantitative Strategies LP | 0.06% | Add +45.2% | 8,367 | $317K |
| Quadrature Capital Ltd | 0.01% | New | 8,173 | $310K |
| Bridgefront Capital, LLC | 0.10% | New | 7,916 | $300K |
| LSV Asset Management | 0.00% | Reduce -97.3% | 7,900 | $299K |
| Diversified Trust Co. | 0.01% | Add +0.0% | 7,687 | $291K |
| Heritage Family Offices, LLP | 0.14% | Add +24.2% | 7,382 | $280K |
| Beacon Investment Advisors LLC | 0.13% | Add +0.0% | 7,299 | $277K |
| Praxis Investment Management Inc. | 0.02% | Reduce -6.4% | 7,200 | $273K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.5% | 7,205 | $273K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -3.5% | 6,843 | $259K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.2% | 6,836 | $259K |
| Regions Financial Corp. | 0.00% | Add +9.4% | 6,540 | $248K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.5% | 6,524 | $247K |
| Alpha Omega Wealth Management LLC | 0.05% | Reduce -19.5% | 6,494 | $246K |
| HighPoint Advisor Group LLC | 0.01% | Add +5.2% | 6,292 | $244K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,473 | $244K |
| Xponance LLC | 0.00% | Add +9.5% | 6,424 | $243K |
| Claris Financial LLC | 0.16% | — | 6,351 | $241K |
| Choreo, LLC | 0.00% | New | 6,224 | $236K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,092 | $231K |
| Parkside Investments, LLC | 0.03% | Add +0.8% | 6,058 | $229K |
| Savant Capital, LLC | 0.00% | Add +10.2% | 6,018 | $228K |
| Partners in Financial Planning | 0.05% | Add +1.3% | 6,000 | $227K |
| Atria Investments, Inc | 0.00% | Add +5.9% | 5,834 | $221K |
| Entropy Technologies, LP | 0.02% | New | 5,799 | $220K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,762 | $218K |
| AQR Capital Management | 0.00% | New | 5,706 | $216K |
| EMC Capital Management | 0.12% | Add +2.3% | 5,623 | $213K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 5,596 | $212K |
| Mackenzie Financial Corp. | 0.00% | No change | 5,566 | $211K |
| Brevan Howard Capital Management LP | 0.01% | New | 5,384 | $204K |
| GTS Securities LLC | 0.01% | New | 5,374 | $204K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +0.0% | 5,361 | $203K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 5,295 | $201K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.1% | 5,096 | $193K |
| Allworth Financial LP | 0.00% | No change | 4,806 | $182K |
| Central Pacific Bank - Trust Division | 0.02% | Add +17.6% | 4,800 | $182K |
| KBC Group NV | 0.00% | Add +55.9% | 4,475 | $170K |
| SouthState Bank Corp | 0.01% | No change | 4,335 | $164K |
| STRS Ohio | 0.00% | Reduce -7.9% | 3,500 | $133K |
| ORG Partners LLC | 0.02% | Add +0.8% | 3,309 | $125K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,203 | $121K |
| Evermay Wealth Management LLC | 0.02% | No change | 3,096 | $117K |
| Main Street Group, LTD | 0.05% | No change | 3,089 | $117K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.2% | 2,927 | $111K |
| Sterling Capital Management LLC | 0.00% | Add +838.1% | 2,880 | $109K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.0% | 2,642 | $100K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.9% | 2,590 | $98K |
| Venturi Wealth Management, LLC | 0.00% | New | 2,400 | $91K |
| First Horizon Advisors, Inc. | 0.00% | Add +6.7% | 2,162 | $82K |
| Investment Management Corp. /Va/ | 0.06% | — | 1,895 | $72K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.3% | 1,744 | $66K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.7% | 1,475 | $56K |
| GAMMA Investing LLC | 0.00% | Add +27.3% | 1,325 | $50K |
| Fifth Third Bancorp | 0.00% | Reduce -1.8% | 1,303 | $49K |
| Blue Trust, Inc. | 0.00% | Reduce -43.0% | 1,190 | $45K |
| Smartleaf Asset Management LLC | 0.00% | Add +186.4% | 1,074 | $41K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -76.7% | 1,067 | $39K |
| UMB Bank, n.a. | 0.00% | Reduce -12.1% | 971 | $37K |
| MAI Capital Management | 0.00% | New | 969 | $37K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 930 | $35K |
| SIMA Wealth Partners, LLC | 0.03% | New | 878 | $33K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +38.8% | 766 | $29K |
| R Squared Ltd | 0.03% | — | 730 | $28K |
| Huntington National Bank | 0.00% | Reduce -6.7% | 680 | $26K |
| Concord Wealth Partners | 0.00% | No change | 675 | $26K |
| Mather Group, Llc. | 0.00% | No change | 673 | $25K |
| Cwm, LLC | 0.00% | Add +11.2% | 526 | $20K |
| Wolverine Asset Management LLC | 0.00% | New | 508 | $19K |
| Principal Securities, Inc. | 0.00% | Add +41.9% | 454 | $17K |
| Signaturefd, LLC | 0.00% | No change | 430 | $16K |
| Private Trust Co. NA | 0.00% | Add +14.8% | 388 | $15K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 347 | $13K |
| Covestor Ltd | 0.01% | Add +65.8% | 320 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +14.9% | 308 | $12K |
| Bessemer Group Inc. | 0.00% | Add +54.0% | 308 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 312 | $12K |
| Brooklyn Investment Group | 0.00% | New | 226 | $9K |
| Towne Trust Company, N.A | 0.00% | No change | 217 | $8K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 208 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +40.8% | 183 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -99.8% | 175 | $7K |
| Red Tortoise LLC | 0.00% | No change | 100 | $4K |
| Danske Bank A/S | 0.00% | Reduce -93.8% | 100 | $4K |
| Quarry LP | 0.00% | New | 93 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +29.5% | 79 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -16.7% | 75 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 65 | $2K |
| GeoWealth Management, LLC | 0.00% | New | 62 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 54 | $2K |
| Hemington Wealth Management | 0.00% | Add +46.7% | 66 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 52 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 29 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -38.2% | 21 | $795 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 17 | $644 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -16.7% | 15 | $569 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 15 | $568 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 14 | $531 |
| Larson Financial Group LLC | 0.00% | No change | 11 | $417 |
| Parkside Financial Bank & Trust | 0.00% | No change | 7 | $266 |
| Arax Advisory Partners | 0.00% | No change | 7 | $266 |
| Hexagon Capital Partners LLC | 0.00% | New | 6 | $227 |
| Global Financial Private Client, LLC | 0.00% | New | 5 | $189 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $76 |
| 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.