Atlantic Union BanksharesAUB
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 356 institutions reported holding Atlantic Union Bankshares Co. (AUB) in their 13F filings, up 18 from Q4 2024. 57 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($405.7M), Vanguard Group Inc. ($371.6M) and State Street Corp. ($185.1M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Atlantic Union Bankshares Co.
- CUSIP
- 04911A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $73.6M |
| Exits | 40 | $99.3M |
All 13F filers, Q4 2024 → Q1 2025: 12,700,384 shares bought and 6,524,833 shares sold, net +6,175,551 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| BlackRock, Inc. | 0.01% | Reduce -1.1% | 13,029,109 | $405.7M |
| Vanguard Group Inc. | 0.01% | Add +8.9% | 11,932,493 | $371.6M |
| State Street Corp. | 0.01% | Add +15.7% | 5,942,809 | $185.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.4% | 5,603,719 | $174.5M |
| Morgan Stanley | 0.01% | Add +68.1% | 4,094,941 | $127.5M |
| Ameriprise Financial Inc. | 0.02% | Add +6.3% | 2,751,341 | $85.7M |
| Westwood Holdings Group Inc. | 0.51% | Reduce -11.9% | 2,152,467 | $67.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +36.0% | 2,137,072 | $66.5M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 2,120,161 | $65.1M |
| North Reef Capital Management LP | 2.29% | Reduce -18.4% | 1,700,500 | $53.0M |
| Franklin Resources Inc. | 0.02% | Add +1.0% | 1,683,411 | $52.4M |
| Victory Capital Management Inc. | 0.05% | Add +4.0% | 1,644,177 | $51.2M |
| Northern Trust Corp. | 0.01% | Add +35.5% | 1,573,946 | $49.0M |
| GW&K Investment Management, LLC | 0.44% | Reduce -1.3% | 1,534,287 | $47.8M |
| American Century Companies Inc. | 0.02% | Add +19.3% | 1,259,864 | $39.2M |
| Bank of New York Mellon Corp | 0.01% | Add +8.8% | 1,171,836 | $36.5M |
| Millennium Management | 0.04% | Add +152.3% | 1,136,526 | $35.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.8% | 1,104,606 | $34.4M |
| William Blair Investment Management, LLC | 0.09% | Add +9.5% | 1,050,810 | $32.7M |
| Invesco Ltd. | 0.01% | Add +207.5% | 1,016,402 | $31.7M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -5.8% | 971,967 | $29.4M |
| London Co. of Virginia | 0.16% | Reduce -0.6% | 917,847 | $28.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -54.0% | 792,525 | $24.7M |
| Two Sigma Investments, LP | 0.05% | Add +173.6% | 776,831 | $24.2M |
| Tributary Capital Management, LLC | 1.86% | Reduce -3.3% | 682,795 | $21.3M |
| UBS Group AG | 0.00% | Add +242.5% | 678,035 | $21.1M |
| Schroder Investment Management Group | 0.02% | Add +0.3% | 675,809 | $20.7M |
| Principal Financial Group Inc. | 0.01% | Add +49.1% | 649,264 | $20.2M |
| Jennison Associates LLC | 0.01% | Add +0.1% | 611,058 | $19.0M |
| DAVENPORT & Co LLC | 0.10% | Add +25.6% | 558,451 | $17.4M |
| Systematic Financial Management LP | 0.48% | Add +3.7% | 543,940 | $16.9M |
| Atlantic Union Bankshares Corp | 0.92% | Add +11.1% | 489,977 | $15.3M |
| Steadfast Capital Management LP | 0.43% | New | 488,900 | $15.2M |
| Bank of America Corp. | 0.00% | Add +71.7% | 460,668 | $14.3M |
| Citadel Advisors | 0.01% | Add +11.2% | 444,865 | $13.9M |
| Stieven Capital Advisors, L.P. | 2.50% | New | 415,000 | $12.9M |
| Public Sector Pension Investment Board | 0.06% | Add +84.5% | 412,816 | $12.9M |
| Fort Washington Investment Advisors Inc. | 0.08% | Reduce -24.3% | 396,492 | $12.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -16.2% | 370,034 | $11.5M |
| Nuveen, LLC | 0.00% | — | 363,386 | $11.3M |
| Fisher Asset Management | 0.00% | Reduce -6.5% | 360,280 | $11.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.2% | 350,573 | $10.9M |
| Sei Investments Co. | 0.01% | Reduce -44.6% | 341,982 | $10.6M |
| Verition Fund Management LLC | 0.06% | Add +99.8% | 317,879 | $9.9M |
| Citigroup Inc. | 0.01% | Add +36.3% | 307,479 | $9.6M |
| Legal & General Group Plc | 0.00% | Add +22.4% | 304,890 | $9.5M |
| Samlyn Capital, LLC | 0.15% | Reduce -0.1% | 294,851 | $9.2M |
| Rhumbline Advisers | 0.01% | Reduce -0.4% | 272,497 | $8.5M |
| Pinnacle Associates Ltd. | 0.12% | Reduce -0.4% | 261,675 | $8.1M |
| Two Sigma Advisers, LP | 0.02% | Add +319.7% | 253,600 | $7.9M |
| Burkehill Global Management, LP | 0.58% | Reduce -50.0% | 250,000 | $7.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.7% | 249,378 | $7.8M |
| ProShare Advisors LLC | 0.02% | Add +12.6% | 234,693 | $7.3M |
| Squarepoint Ops LLC | 0.02% | Add +157.6% | 227,841 | $7.1M |
| Renaissance Technologies | 0.01% | Reduce -25.0% | 225,880 | $7.0M |
| Neumeier Poma Investment Counsel LLC | 0.73% | Reduce -58.8% | 216,645 | $6.7M |
| Quantbot Technologies LP | 0.20% | Add +189.2% | 198,854 | $6.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.7% | 190,681 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Add +211.9% | 187,117 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.4% | 183,267 | $5.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +80.4% | 178,492 | $5.6M |
| Peregrine Capital Management LLC | 0.18% | Add +11.6% | 177,247 | $5.5M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 173,847 | $5.4M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -3.7% | 173,495 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.8% | 164,941 | $5.1M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +9.8% | 164,300 | $5.1M |
| Barclays PLC | 0.00% | Reduce -22.3% | 157,794 | $4.9M |
| Rafferty Asset Management, LLC | 0.02% | Add +41.8% | 149,659 | $4.7M |
| Homestead Advisers Corp | 0.11% | Add +15.2% | 149,292 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +62.4% | 122,505 | $3.8M |
| Prudential Financial Inc. | 0.01% | Reduce -3.1% | 88,706 | $3.8M |
| Royal Bank of Canada | 0.00% | Reduce -10.6% | 120,107 | $3.7M |
| Truist Financial Corp. | 0.01% | Add +5.3% | 116,804 | $3.6M |
| Aquatic Capital Management LLC | 0.09% | Add +54.0% | 116,095 | $3.6M |
| Voloridge Investment Management, LLC | 0.01% | New | 114,794 | $3.6M |
| Tudor Investment Corporation | 0.03% | New | 114,366 | $3.6M |
| Norges Bank | 0.00% | Reduce -39.0% | 112,034 | $3.5M |
| Capula Management Ltd | 0.03% | New | 109,908 | $3.4M |
| Murchinson Ltd. | 0.59% | New | 106,874 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.3% | 97,403 | $3.0M |
| Empowered Funds, LLC | 0.04% | New | 96,678 | $3.0M |
| Bridgeway Capital Management, LLC | 0.07% | New | 94,189 | $2.9M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.17% | Reduce -30.2% | 92,655 | $2.9M |
| LPL Financial LLC | 0.00% | Add +5.9% | 92,014 | $2.9M |
| Royce & Associates LP | 0.03% | Reduce -20.2% | 91,017 | $2.8M |
| Keeley-Teton Advisors, LLC | 0.34% | Reduce -6.5% | 90,514 | $2.8M |
| AlphaQuest LLC | 0.29% | Add +493.8% | 86,730 | $2.7M |
| Dynamic Technology Lab Private Ltd | 0.39% | Add +249.9% | 85,730 | $2.7M |
| First Trust Advisors LP | 0.00% | Add +5.5% | 84,702 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +157.9% | 84,101 | $2.6M |
| Martin & Co. Inc. | 0.50% | Add +0.2% | 82,447 | $2.6M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 82,054 | $2.6M |
| Dark Forest Capital Management LP | 0.12% | Add +158.4% | 81,991 | $2.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 79,613 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -20.5% | 74,321 | $2.3M |
| Brevan Howard Capital Management LP | 0.07% | Add +1279.8% | 74,289 | $2.3M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -2.1% | 72,363 | $2.3M |
| Deutsche Bank AG | 0.00% | Reduce -8.5% | 71,112 | $2.2M |
| Oliver Luxxe Assets LLC | 0.40% | Add +5.3% | 69,924 | $2.2M |
| Campbell & CO Investment Adviser LLC | 0.17% | Add +135.7% | 69,341 | $2.2M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -29.5% | 68,189 | $2.1M |
| Jump Financial, LLC | 0.03% | New | 67,000 | $2.1M |
| Smith Salley Wealth Management | 0.14% | Add +26.3% | 66,802 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Reduce -13.1% | 65,182 | $2.0M |
| First National Bank of Omaha | 0.14% | Add +1.8% | 64,943 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +24.9% | 63,097 | $2.0M |
| Wesbanco Bank Inc. | 0.07% | No change | 62,700 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.4% | 61,141 | $1.9M |
| Twinbeech Capital LP | 0.03% | New | 60,604 | $1.9M |
| Canal Capital Management, LLC | 0.31% | Add +0.1% | 60,363 | $1.9M |
| Fourthstone LLC | 0.46% | New | 59,200 | $1.8M |
| Man Group plc | 0.01% | New | 55,193 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.8% | 55,020 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 53,232 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.8% | 52,900 | $1.6M |
| Dana Investment Advisors, Inc. | 0.06% | Add +13.0% | 52,547 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +150.6% | 52,129 | $1.6M |
| SummitTX Capital, L.P. | 0.07% | — | 52,037 | $1.6M |
| Intech Investment Management LLC | 0.02% | Add +34.6% | 50,701 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Add +3.7% | 50,285 | $1.6M |
| Curi Capital, LLC | 0.04% | Add +100.0% | 50,000 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.3% | 49,741 | $1.5M |
| Mendon Capital Advisors Corp. | 0.72% | No change | 25,000 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 48,643 | $1.5M |
| Danske Bank A/S | 0.00% | Add +48329.0% | 48,429 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Add +0.8% | 48,026 | $1.5M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 46,989 | $1.5M |
| Gsa Capital Partners LLP | 0.13% | Add +33.1% | 46,805 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -28.9% | 46,691 | $1.5M |
| Trexquant Investment LP | 0.02% | New | 46,583 | $1.5M |
| Atom Investors LP | 0.17% | Add +23.7% | 45,531 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 43,494 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.5% | 42,300 | $1.3M |
| AQR Capital Management | 0.00% | Add +634.4% | 41,902 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.7% | 40,692 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +4.7% | 40,692 | $1.3M |
| Boothbay Fund Management, LLC | 0.05% | New | 40,516 | $1.3M |
| Comerica Bank | 0.01% | Reduce -3.1% | 40,204 | $1.3M |
| Semanteon Capital Management, LP | 0.68% | New | 40,085 | $1.2M |
| Tidal Investments LLC | 0.01% | Add +99.2% | 39,979 | $1.2M |
| FMR LLC | 0.00% | Add +24.1% | 39,503 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.0% | 39,028 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 38,806 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Add +26.5% | 38,051 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 38,528 | $1.2M |
| Sandy Spring Bank | 0.05% | Reduce -5.5% | 36,507 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 36,204 | $1.1M |
| Marshall Wace, LLP | 0.00% | Reduce -78.4% | 36,198 | $1.1M |
| Graham Capital Management, L.P. | 0.05% | Reduce -47.4% | 35,565 | $1.1M |
| Centiva Capital, LP | 0.06% | New | 34,686 | $1.1M |
| Amalgamated Bank | 0.01% | Add +30.7% | 34,400 | $1.1M |
| Pitcairn Co. | 0.06% | Add +36.4% | 33,291 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.5% | 33,142 | $1.0M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.9% | 33,092 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 32,481 | $1.0M |
| Amundi | 0.00% | Reduce -20.5% | 36,038 | $983K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +1.9% | 30,755 | $958K |
| Connecticut Wealth Management, LLC | 0.05% | No change | 30,231 | $941K |
| Dudley Capital Management, LLC | 0.50% | No change | 30,071 | $936K |
| Oregon Public Employees Retirement Fund | 0.02% | Add +40.6% | 29,756 | $927K |
| Guggenheim Capital LLC | 0.01% | Reduce -1.0% | 29,718 | $925K |
| New York State Teachers Retirement System | 0.00% | Add +38.3% | 29,460 | $917K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.4% | 29,213 | $910K |
| Mariner, LLC | 0.00% | Reduce -4.3% | 27,791 | $865K |
| BNP Paribas Financial Markets | 0.00% | Add +49.8% | 27,659 | $861K |
| New York State Common Retirement Fund | 0.00% | No change | 27,652 | $861K |
| Hantz Financial Services, Inc. | 0.01% | Add +0.4% | 26,888 | $837K |
| Arizona State Retirement System | 0.01% | Reduce -0.4% | 25,750 | $802K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 25,564 | $796K |
| State of Wisconsin Investment Board | 0.00% | Add +196.7% | 25,547 | $796K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 25,418 | $792K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 25,328 | $789K |
| Aigen Investment Management, LP | 0.12% | New | 24,964 | $777K |
| Kennondale Capital Management LLC | 0.84% | No change | 24,849 | $774K |
| Voya Investment Management LLC | 0.00% | Reduce -9.8% | 23,463 | $731K |
| Pathstone Holdings, LLC | 0.00% | Reduce -40.1% | 22,929 | $718K |
| Salzhauer Michael | 0.45% | No change | 22,713 | $707K |
| Clearstead Advisors, LLC | 0.01% | No change | 22,420 | $698K |
| D'Orazio & Associates, Inc. | 0.11% | No change | 22,330 | $695K |
| STRS Ohio | 0.00% | Add +535.1% | 22,230 | $692K |
| Teton Advisors, Inc. | 0.45% | Reduce -5.1% | 22,200 | $691K |
| Walleye Capital LLC | 0.01% | Reduce -29.8% | 21,678 | $675K |
| Heritage Wealth Advisors | 0.03% | Reduce -0.2% | 21,196 | $660K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +61.4% | 21,129 | $658K |
| Handelsbanken Fonder AB | 0.00% | No change | 20,416 | $636K |
| Bank of Montreal | 0.00% | Add +75.0% | 20,412 | $636K |
| Cibc World Markets Corp. | 0.00% | Add +137.1% | 19,845 | $618K |
| Campbell Deegan Wealth Management, LLC | 0.71% | No change | 19,818 | $617K |
| Engineers Gate Manager LP | 0.01% | New | 19,802 | $617K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -0.1% | 19,777 | $616K |
| Fidelis Capital Partners, LLC | 0.07% | New | 22,815 | $614K |
| FineMark National Bank & Trust | 0.02% | No change | 19,587 | $610K |
| White Pine Capital LLC | 0.21% | Reduce -40.2% | 19,554 | $609K |
| Captrust Financial Advisors | 0.00% | Add +66.0% | 19,310 | $601K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.3% | 19,130 | $596K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 19,040 | $593K |
| Mutual of America Capital Management LLC | 0.01% | Add +39.4% | 18,956 | $590K |
| Teacher Retirement System of Texas | 0.00% | New | 18,677 | $582K |
| Intrust Bank NA | 0.06% | Reduce -15.6% | 18,677 | $582K |
| Harbor Advisors LLC | 0.10% | No change | 18,644 | $581K |
| Jones Financial Companies LLLP | 0.00% | Add +33.6% | 18,694 | $574K |
| Osaic Holdings, Inc. | 0.00% | Add +76.1% | 17,993 | $560K |
| KLP Kapitalforvaltning As | 0.00% | No change | 17,950 | $559K |
| Taylor Financial Group, Inc. | 0.38% | Reduce -0.1% | 17,714 | $552K |
| Cetera Investment Advisers | 0.00% | Add +16.9% | 17,091 | $532K |
| Salomon & Ludwin, LLC | 0.06% | No change | 16,925 | $527K |
| Cascades Capital Asset Management, LLC | 0.29% | No change | 16,772 | $522K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.8% | 16,378 | $510K |
| Trust Point Inc. | 0.05% | Reduce -31.0% | 16,378 | $510K |
| Resources Management Corp. /CT/ | 0.07% | No change | 15,200 | $473K |
| Uncommon Cents Investing LLC | 0.14% | Reduce -5.1% | 15,116 | $471K |
| Entropy Technologies, LP | 0.05% | Add +156.6% | 14,879 | $463K |
| EntryPoint Capital, LLC | 0.21% | New | 14,589 | $454K |
| Banque Pictet & Cie SA | 0.00% | New | 14,391 | $448K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 14,048 | $437K |
| US Bancorp \de | 0.00% | Add +0.5% | 13,914 | $433K |
| Ledyard National Bank | 0.04% | Add +0.1% | 13,508 | $421K |
| HB Wealth Management, LLC | 0.00% | New | 13,206 | $411K |
| First Manhattan Co. Llc. | 0.00% | No change | 13,200 | $411K |
| New Age Alpha Advisors, LLC | 0.02% | New | 12,952 | $403K |
| MML Investors Services, LLC | 0.00% | Add +23.9% | 12,925 | $402K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.8% | 12,840 | $400K |
| GTS Securities LLC | 0.02% | Add +115.3% | 11,571 | $360K |
| GAMCO Investors | 0.00% | No change | 11,500 | $358K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Add +1.7% | 11,460 | $357K |
| Ostrum Asset Management | 0.02% | New | 11,460 | $357K |
| Creative Planning | 0.00% | Reduce -13.1% | 11,377 | $354K |
| Inspire Investing, LLC | 0.04% | New | 11,085 | $345K |
| CIBC Asset Management Inc | 0.00% | Add +26.8% | 11,068 | $345K |
| First National Advisers, LLC | 0.05% | New | 10,998 | $342K |
| Neuberger Berman Group LLC | 0.00% | Add +8.1% | 10,924 | $340K |
| Founders Financial Securities LLC | 0.03% | New | 12,015 | $330K |
| Dover Advisors, LLC | 0.14% | New | 10,406 | $324K |
| Moors & Cabot, Inc. | 0.02% | Reduce -1.0% | 10,069 | $314K |
| MQS Management LLC | 0.18% | New | 10,001 | $311K |
| Focus Partners Wealth | 0.00% | Reduce -50.4% | 9,983 | $311K |
| SG Americas Securities, LLC | 0.00% | New | 9,965 | $310K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,662 | $301K |
| M&T Bank Corp | 0.00% | Reduce -1.0% | 9,586 | $299K |
| Profund Advisors LLC | 0.01% | Reduce -31.4% | 9,450 | $294K |
| Axq Capital, LP | 0.12% | New | 9,299 | $290K |
| Vista Investment Management | 0.11% | Add +1.4% | 9,199 | $286K |
| Equitable Holdings, Inc. | 0.00% | No change | 9,178 | $286K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 9,060 | $282K |
| SageView Advisory Group, LLC | 0.01% | Add +2.1% | 8,801 | $274K |
| Keybank National Association | 0.00% | Add +0.2% | 8,692 | $271K |
| De Lisle Partners LLP | 0.04% | No change | 8,553 | $266K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.4% | 8,549 | $266K |
| Advisory Services Network, LLC | 0.01% | Reduce -15.2% | 8,508 | $265K |
| Beacon Harbor Wealth Advisors, Inc. | 0.06% | No change | 8,372 | $261K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -41.7% | 8,372 | $261K |
| Oxford Asset Management LLP | 0.12% | New | 8,293 | $258K |
| Heritage Family Offices, LLP | 0.13% | Add +11.0% | 8,194 | $255K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 8,088 | $252K |
| Pettyjohn, Wood & White, Inc. | 0.05% | Reduce -7.0% | 8,025 | $250K |
| Point72 (DIFC) Ltd | 0.02% | New | 8,016 | $250K |
| Fiduciary Trust Co | 0.00% | New | 7,983 | $249K |
| 1492 Capital Management LLC | 0.13% | New | 7,809 | $243K |
| Claris Financial LLC | 0.16% | No change | 6,351 | $241K |
| Diversified Trust Co. | 0.01% | Reduce -0.0% | 7,686 | $239K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -11.8% | 7,601 | $237K |
| Olympiad Research LP | 0.27% | New | 7,369 | $229K |
| Beacon Investment Advisors LLC | 0.11% | Add +0.0% | 7,301 | $227K |
| Quantinno Capital Management LP | 0.00% | New | 7,195 | $224K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,200 | $224K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.0% | 7,130 | $222K |
| Xponance LLC | 0.00% | Add +5.8% | 6,798 | $212K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -1.5% | 6,743 | $210K |
| OneDigital Investment Advisors LLC | 0.00% | Add +8.7% | 6,619 | $206K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.8% | 6,574 | $205K |
| Regions Financial Corp. | 0.00% | Reduce -0.0% | 6,539 | $204K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 6,494 | $202K |
| HighPoint Advisor Group LLC | 0.01% | Add +14.8% | 7,225 | $201K |
| Asset Management One Co., Ltd. | 0.00% | New | 6,308 | $196K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,762 | $179K |
| EMC Capital Management | 0.11% | No change | 5,623 | $175K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,473 | $171K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 5,295 | $165K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,096 | $159K |
| State of Wyoming | 0.02% | New | 4,992 | $155K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,659 | $145K |
| KBC Group NV | 0.00% | Add +0.6% | 4,503 | $140K |
| SouthState Bank Corp | 0.01% | No change | 4,335 | $135K |
| Allworth Financial LP | 0.00% | Add +1.1% | 4,858 | $129K |
| Hughes Financial Services, LLC | 0.02% | New | 4,185 | $127K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -24.4% | 3,628 | $113K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +25.4% | 3,249 | $101K |
| Ascentis Wealth Management, LLC | 0.03% | New | 3,309 | $100K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,203 | $100K |
| Evermay Wealth Management LLC | 0.01% | No change | 3,096 | $96K |
| Main Street Group, LTD | 0.04% | No change | 3,089 | $96K |
| Concord Wealth Partners | 0.01% | Add +304.1% | 2,728 | $85K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,642 | $82K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -19.6% | 2,352 | $73K |
| Sterling Capital Management LLC | 0.00% | Reduce -22.5% | 2,232 | $70K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -8.7% | 1,973 | $61K |
| Investment Management Corp. /Va/ | 0.05% | No change | 1,895 | $59K |
| Fifth Third Bancorp | 0.00% | Add +4.8% | 1,366 | $43K |
| Blue Trust, Inc. | 0.00% | No change | 1,190 | $37K |
| Smartleaf Asset Management LLC | 0.00% | Add +8.4% | 1,164 | $36K |
| UMB Bank, n.a. | 0.00% | Add +14.0% | 1,107 | $34K |
| GAMMA Investing LLC | 0.00% | Reduce -19.3% | 1,069 | $33K |
| Cwm, LLC | 0.00% | Add +99.4% | 1,049 | $33K |
| MAI Capital Management | 0.00% | Add +0.4% | 973 | $30K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 930 | $29K |
| SIMA Wealth Partners, LLC | 0.02% | Add +1.0% | 887 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.0% | 1,131 | $27K |
| Lanark Financial, Inc. | 0.00% | — | 812 | $25K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 766 | $24K |
| Huntington National Bank | 0.00% | Add +11.2% | 756 | $24K |
| Mather Group, Llc. | 0.00% | No change | 673 | $21K |
| Brooklyn Investment Group | 0.00% | Add +177.0% | 626 | $19K |
| SVB Wealth LLC | 0.00% | New | 598 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 454 | $17K |
| Signaturefd, LLC | 0.00% | No change | 430 | $13K |
| Bessemer Group Inc. | 0.00% | Add +32.1% | 407 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Add +5500.0% | 392 | $12K |
| Private Trust Co. NA | 0.00% | No change | 388 | $12K |
| Covestor Ltd | 0.01% | Reduce -0.9% | 317 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +9.1% | 336 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -84.6% | 269 | $8K |
| Neo Ivy Capital Management | 0.00% | New | 266 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +39.3% | 255 | $8K |
| Towne Trust Company, N.A | 0.00% | No change | 217 | $7K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 209 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +8.6% | 190 | $6K |
| Quarry LP | 0.00% | Add +102.2% | 188 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +131.7% | 183 | $6K |
| Optiver Holding B.V. | 0.00% | New | 172 | $5K |
| Rothschild Investment LLC | 0.00% | Add +66.7% | 125 | $4K |
| Red Tortoise LLC | 0.00% | No change | 100 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -73.7% | 82 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 65 | $2K |
| Hemington Wealth Management | 0.00% | Add +34.9% | 89 | $2K |
| Sagefield Capital LP | 0.00% | New | 62 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 54 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 52 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 49 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 40 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | — | 33 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 29 | $903 |
| Rise Advisors, LLC | 0.00% | New | 28 | $872 |
| CVA Family Office, LLC | 0.00% | New | 23 | $716 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 17 | $529 |
| SJS Investment Consulting Inc. | 0.00% | No change | 15 | $468 |
| Bell Investment Advisors, Inc | 0.00% | New | 14 | $436 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 14 | $436 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -13.3% | 13 | $405 |
| Larson Financial Group LLC | 0.00% | No change | 11 | $343 |
| Global Financial Private Client, LLC | 0.00% | Add +80.0% | 9 | $280 |
| Hexagon Capital Partners LLC | 0.00% | No change | 6 | $187 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 4 | $124 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $63 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $62 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $32 |
| True Wealth Design, LLC | 0.00% | New | 1 | $32 |
"% of holder's portfolio" is AUB's weight in each manager's 13F, not the share of Atlantic Union Bankshares Co. the manager owns.