Atlantic Union BanksharesAUB

13F holders, Q2 2025 (June 30)
383holders +27
91new positions
63sold out
5famous investors
$31.29avg. 13F price*

At the end of Q2 2025, 383 institutions reported holding Atlantic Union Bankshares Co. (AUB) in their 13F filings, up 27 from Q1 2025. 91 opened new positions and 63 sold out. The largest holders were BlackRock, Inc. ($659.8M), Vanguard Group Inc. ($507.9M) and Dimensional Fund Advisors LP ($245.2M). 5 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions91$252.2M
Exits63$118.3M

All 13F filers, Q1 2025 → Q2 2025: 39,248,858 shares bought and 12,081,793 shares sold, net +27,167,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 383 holders

BlackRock, Inc. 0.01% Add +61.9% 21,094,187 $659.8M
Vanguard Group Inc. 0.01% Add +36.1% 16,237,371 $507.9M
Dimensional Fund Advisors LP 0.06% Add +39.9% 7,839,696 $245.2M
State Street Corp. 0.01% Add +24.5% 7,400,456 $231.5M
Geode Capital Management, LLC 0.01% Add +59.2% 3,375,225 $105.6M
Franklin Resources Inc. 0.03% Add +96.8% 3,313,002 $103.6M
North Reef Capital Management LP 3.81% Add +61.7% 2,750,000 $86.0M
Earnest Partners LLC 0.38% New 2,720,173 $85.1M
Westwood Holdings Group Inc. 0.54% Add +10.4% 2,376,734 $74.3M
American Century Companies Inc. 0.04% Add +76.2% 2,219,196 $69.4M
Charles Schwab Investment Management Inc. 0.01% Add +63.4% 1,805,171 $56.5M
Ameriprise Financial Inc. 0.01% Reduce -34.6% 1,798,733 $56.3M
Goldman Sachs Group Inc. 0.01% Reduce -17.1% 1,771,517 $55.4M
Northern Trust Corp. 0.01% Add +3.9% 1,634,898 $51.1M
Systematic Financial Management LP 1.31% Add +189.1% 1,572,663 $49.2M
GW&K Investment Management, LLC 0.43% Add +1.2% 1,552,258 $48.6M
Morgan Stanley 0.00% Reduce -62.8% 1,524,321 $47.7M
Bank of New York Mellon Corp 0.01% Add +27.2% 1,490,180 $46.6M
Invesco Ltd. 0.01% Add +17.7% 1,196,385 $37.4M
Citadel Advisors 0.03% Add +166.0% 1,183,439 $37.0M
Steadfast Capital Management LP 0.58% Add +104.8% 1,001,000 $31.3M
William Blair Investment Management, LLC 0.08% Reduce -7.4% 973,180 $30.4M
London Co. of Virginia 0.16% Reduce -0.1% 916,674 $28.7M
Massachusetts Financial Services Co. 0.01% New 785,027 $24.6M
Wellington Management Group LLP 0.00% New 747,658 $23.4M
Tributary Capital Management, LLC 2.05% Add +8.2% 738,716 $23.1M
DAVENPORT & Co LLC 0.13% Add +29.8% 724,801 $22.7M
Atlantic Union Bankshares Corp 0.51% Add +46.4% 717,062 $22.4M
Principal Financial Group Inc. 0.01% Add +8.8% 706,419 $22.1M
Stieven Capital Advisors, L.P. 4.17% Add +64.7% 683,357 $21.4M
Schroder Investment Management Group 0.02% Reduce -1.1% 668,745 $20.9M
Bank of America Corp. 0.00% Add +41.2% 650,457 $20.3M
Jennison Associates LLC 0.01% Add +6.3% 649,391 $20.3M
MetLife Investment Management, LLC 0.12% Add +1091.7% 630,423 $19.7M
Envestnet Asset Management Inc. 0.01% Add +69.7% 594,985 $18.6M
Two Sigma Investments, LP 0.03% Reduce -31.3% 533,772 $16.7M
Mirabella Financial Services LLP 1.79% New 531,475 $16.6M
Balyasny Asset Management L.P. 0.04% New 520,588 $16.3M
Nuveen, LLC 0.00% Add +41.2% 513,177 $16.1M
Public Sector Pension Investment Board 0.06% Add +17.7% 485,737 $15.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +94.8% 485,677 $15.2M
UBS Group AG 0.00% Reduce -30.1% 473,957 $14.8M
Alliancebernstein L.P. 0.00% Add +19.1% 440,716 $13.8M
Fort Washington Investment Advisors Inc. 0.08% Add +10.8% 439,360 $13.7M
Rhumbline Advisers 0.01% Add +55.6% 424,032 $13.3M
Verition Fund Management LLC 0.08% Add +30.0% 413,315 $12.9M
Verity & Verity, LLC 1.05% New 389,175 $12.2M
Legal & General Group Plc 0.00% Add +23.9% 377,912 $11.8M
Royal Bank of Canada 0.00% Add +213.1% 376,034 $11.8M
Fisher Asset Management 0.00% Add +0.4% 361,633 $11.3M
Wells Fargo & Company 0.00% Add +84.7% 352,120 $11.0M
Barclays PLC 0.00% Add +121.3% 349,185 $10.9M
Renaissance Technologies 0.01% Add +51.4% 342,002 $10.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -67.1% 319,951 $10.4M
Fourthstone LLC 1.97% Add +442.9% 321,400 $10.1M
First Trust Advisors LP 0.01% Add +236.3% 284,891 $8.9M
Victory Capital Management Inc. 0.01% Reduce -82.8% 282,258 $8.8M
Citigroup Inc. 0.01% Reduce -9.1% 279,582 $8.7M
Pinnacle Associates Ltd. 0.12% Add +3.9% 271,916 $8.5M
Susquehanna International Group, LLP 0.01% Add +44.7% 270,833 $8.5M
JPMorgan Chase & Co. 0.00% Add +40.9% 258,205 $8.1M
Swiss National Bank 0.00% Add +43.7% 249,828 $7.8M
Raymond James Financial Inc. 0.00% Add +43.6% 236,856 $7.4M
Rafferty Asset Management, LLC 0.02% Add +51.9% 227,394 $7.1M
ProShare Advisors LLC 0.01% Reduce -4.6% 223,930 $7.0M
GAMCO Investors 0.06% Add +1671.3% 203,695 $6.4M
AQR Capital Management 0.01% Add +368.8% 196,434 $6.1M
Peregrine Capital Management LLC 0.18% Add +7.6% 190,770 $6.0M
Basswood Capital Management, L.L.C. 0.30% New 190,680 $6.0M
Brandywine Global Investment Management, LLC 0.04% Reduce -3.6% 167,243 $5.2M
Congress Asset Management Co. 0.04% New 167,213 $5.2M
Sei Investments Co. 0.01% Reduce -51.4% 166,080 $5.2M
Truist Financial Corp. 0.01% Add +39.7% 163,157 $5.1M
Deutsche Bank AG 0.00% Add +126.8% 161,249 $5.0M
Two Sigma Advisers, LP 0.01% Reduce -38.8% 155,139 $4.9M
Stifel Financial Corp. 0.00% Add +83.0% 153,863 $4.8M
Prudential Financial Inc. 0.01% Add +67.3% 148,444 $4.6M
CANADA LIFE ASSURANCE Co 0.01% Add +47.5% 143,717 $4.5M
Homestead Advisers Corp 0.10% Reduce -6.6% 139,492 $4.4M
Quantbot Technologies LP 0.10% Reduce -37.4% 124,515 $3.9M
Gabelli Funds LLC 0.03% New 120,959 $3.8M
California State Teachers Retirement System 0.00% Add +47.0% 120,645 $3.8M
Maltese Capital Management LLC 0.52% New 117,500 $3.7M
T. Rowe Price Associates Inc. 0.00% Add +87.8% 114,808 $3.6M
Kestra Advisory Services, LLC 0.02% New 113,946 $3.6M
Thrivent Financial for Lutherans 0.01% Reduce -7.0% 113,895 $3.6M
LPL Financial LLC 0.00% Add +18.8% 109,352 $3.4M
Norges Bank 0.00% Reduce -2.8% 108,848 $3.4M
Cerity Partners LLC 0.01% Add +69.6% 107,020 $3.4M
Benson Investment Management Company, Inc. 1.28% New 107,310 $3.4M
Murchinson Ltd. 1.90% No change 106,874 $3.3M
Brown Advisory Inc. 0.00% Add +190.4% 105,156 $3.3M
Inspire Advisors, LLC 0.32% New 97,968 $3.1M
PNC Financial Services Group, Inc. 0.00% Add +100.5% 97,518 $3.1M
Creative Planning 0.00% Add +738.9% 95,445 $3.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.16% Reduce -0.3% 92,415 $2.9M
Natixis Advisors, LLC 0.00% Add +38.5% 90,298 $2.8M
Chevy Chase Trust Holdings, LLC 0.01% New 89,983 $2.8M
NFJ Investment Group, LLC 0.10% New 87,843 $2.7M
State of Alaska, Department of Revenue 0.03% Add +70.5% 84,792 $2.7M

"% 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 383 holders