Atlantic Union BanksharesAUB

13F holders, Q1 2025 (March 31)
356holders +18
57new positions
40sold out
7famous investors
$31.13avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions57$73.6M
Exits40$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.