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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $252.2M |
| Exits | 63 | $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 |
| Public Employees Retirement System of Ohio | 0.01% | Add +13.3% | 84,184 | $2.6M |
| Martin & Co. Inc. | 0.48% | Add +1.0% | 83,281 | $2.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +1.9% | 81,153 | $2.5M |
| First National Bank of Omaha | 0.16% | Add +24.8% | 81,034 | $2.5M |
| Intech Investment Management LLC | 0.02% | Add +58.0% | 80,133 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +46.9% | 78,199 | $2.4M |
| Royce & Associates LP | 0.03% | Reduce -14.2% | 78,091 | $2.4M |
| Elizabeth Park Capital Advisors, Ltd. | 2.13% | New | 76,020 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -90.5% | 75,278 | $2.4M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +140.9% | 74,094 | $2.3M |
| Ategra Capital Management, LLC | 1.84% | New | 74,000 | $2.3M |
| FMR LLC | 0.00% | Add +83.9% | 72,641 | $2.3M |
| XTX Topco Ltd | 0.09% | New | 71,976 | $2.3M |
| Azora Capital LP | 0.10% | New | 71,211 | $2.2M |
| Smith Salley Wealth Management | 0.12% | Reduce -0.1% | 66,727 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Add +57.5% | 66,600 | $2.1M |
| Illinois Municipal Retirement Fund | 0.03% | Add +32.4% | 66,550 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +16.7% | 64,194 | $2.0M |
| FineMark National Bank & Trust | 0.07% | Add +221.3% | 62,927 | $2.0M |
| Wesbanco Bank Inc. | 0.06% | No change | 62,700 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +55.1% | 60,541 | $1.9M |
| Comerica Bank | 0.01% | Add +47.8% | 59,425 | $1.9M |
| Forest Hill Capital, LLC | 1.30% | New | 58,556 | $1.8M |
| Dynamic Technology Lab Private Ltd | 0.24% | Reduce -32.8% | 57,599 | $1.8M |
| 1492 Capital Management LLC | 0.82% | Add +628.8% | 56,909 | $1.8M |
| SPC Financial, Inc. | 0.15% | New | 56,870 | $1.8M |
| Hantz Financial Services, Inc. | 0.03% | Add +110.8% | 56,689 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Add +46.9% | 56,591 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +174.3% | 52,478 | $1.8M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -23.2% | 55,556 | $1.7M |
| Dark Forest Capital Management LP | 0.07% | Reduce -33.3% | 54,668 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Add +61.8% | 53,635 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.0% | 53,078 | $1.7M |
| Canal Capital Management, LLC | 0.26% | Reduce -12.2% | 53,020 | $1.7M |
| Dana Investment Advisors, Inc. | 0.05% | Add +0.8% | 52,962 | $1.7M |
| Grace & White Inc. | 0.30% | New | 52,326 | $1.6M |
| Mariner, LLC | 0.00% | Add +84.5% | 51,277 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +180.7% | 50,511 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +23.5% | 50,248 | $1.6M |
| Man Group plc | 0.00% | Reduce -9.9% | 49,723 | $1.6M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 46,989 | $1.5M |
| StoneX Group Inc. | 0.07% | New | 46,261 | $1.4M |
| Oliver Luxxe Assets LLC | 0.25% | Reduce -35.0% | 45,426 | $1.4M |
| New York State Common Retirement Fund | 0.00% | Add +63.5% | 45,222 | $1.4M |
| Jain Global LLC | 0.02% | New | 43,028 | $1.3M |
| Freestone Grove Partners LP | 0.01% | New | 42,846 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +121.7% | 42,811 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | Add +10.0% | 41,869 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +154.1% | 41,614 | $1.3M |
| Holocene Advisors, LP | 0.00% | New | 41,212 | $1.3M |
| Amalgamated Bank | 0.01% | Add +17.8% | 40,524 | $1.3M |
| Boothbay Fund Management, LLC | 0.04% | Reduce -0.5% | 40,332 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +37.0% | 40,021 | $1.3M |
| Hennessy Advisors Inc. | 0.04% | New | 40,000 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +55.0% | 39,628 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +48.2% | 38,167 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +60.4% | 37,631 | $1.2M |
| Bontempo Ohly Capital Mgmt LLC | 0.53% | New | 37,519 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +44.5% | 36,599 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.6% | 36,595 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +73.1% | 36,575 | $1.1M |
| Accordant Advisory Group Inc | 0.84% | New | 35,881 | $1.1M |
| Winnacle Wealth LLC | 0.84% | New | 35,881 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +256.9% | 35,630 | $1.1M |
| Brevan Howard Capital Management LP | 0.01% | Reduce -52.7% | 35,161 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Add +33.9% | 34,198 | $1.1M |
| Teton Advisors, Inc. | 0.66% | Add +50.9% | 33,500 | $1.0M |
| Beacon Investment Advisors LLC | 0.45% | Add +356.1% | 33,302 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 32,481 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +9.1% | 32,456 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Add +44.3% | 32,361 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +69.2% | 32,208 | $1.0M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.7% | 31,551 | $987K |
| New York State Teachers Retirement System | 0.00% | Add +6.5% | 31,360 | $981K |
| De Lisle Partners LLP | 0.13% | Add +254.7% | 30,338 | $949K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 30,231 | $946K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -22.3% | 30,143 | $943K |
| Quantinno Capital Management LP | 0.00% | Add +315.8% | 29,914 | $936K |
| AlphaQuest LLC | 0.09% | Reduce -65.6% | 29,807 | $932K |
| Dudley Capital Management, LLC | 0.46% | Reduce -2.5% | 29,321 | $917K |
| Wbi Investments, LLC | 0.24% | New | 29,249 | $915K |
| Northwest Bancshares, Inc. | 0.16% | New | 28,533 | $893K |
| Jones Financial Companies LLLP | 0.00% | Add +51.6% | 28,345 | $886K |
| KLP Kapitalforvaltning As | 0.00% | Add +54.6% | 27,750 | $868K |
| Cetera Investment Advisers | 0.00% | Add +55.1% | 26,515 | $829K |
| Pitcairn Co. | 0.05% | Reduce -21.1% | 26,255 | $821K |
| Curi Capital, LLC | 0.02% | Reduce -48.9% | 25,528 | $799K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 25,418 | $795K |
| Guggenheim Capital LLC | 0.01% | Reduce -16.1% | 24,940 | $780K |
| Amundi | 0.00% | Reduce -34.9% | 23,453 | $778K |
| Rockefeller Capital Management L.P. | 0.00% | New | 24,849 | $777K |
| Kennondale Capital Management LLC | 0.79% | No change | 24,849 | $777K |
| Marshall Wace, LLP | 0.00% | Reduce -33.2% | 24,193 | $757K |
| Fidelis Capital Partners, LLC | 0.07% | Add +0.2% | 22,864 | $725K |
| Bank of Montreal | 0.00% | Add +10.8% | 22,606 | $707K |
| First Manhattan Co. Llc. | 0.00% | Add +70.5% | 22,512 | $704K |
| D'Orazio & Associates, Inc. | 0.10% | No change | 22,330 | $698K |
| Handelsbanken Fonder AB | 0.00% | Add +8.8% | 22,216 | $695K |
| Walleye Capital LLC | 0.01% | Add +1.5% | 22,000 | $688K |
| US Bancorp \de | 0.00% | Add +58.0% | 21,981 | $688K |
| Squarepoint Ops LLC | 0.00% | Reduce -90.4% | 21,859 | $684K |
| HSBC Holdings PLC | 0.00% | New | 21,211 | $667K |
| Heritage Wealth Advisors | 0.03% | No change | 21,196 | $663K |
| New Age Alpha Advisors, LLC | 0.03% | Add +61.3% | 20,896 | $654K |
| Teacher Retirement System of Texas | 0.00% | Add +6.3% | 19,852 | $621K |
| Campbell Deegan Wealth Management, LLC | 0.61% | No change | 19,818 | $620K |
| Public Employees Retirement Association of Colorado | 0.00% | Add +97.6% | 19,090 | $597K |
| Harbor Advisors LLC | 0.10% | No change | 18,644 | $583K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.5% | 18,301 | $572K |
| Pictet Asset Management Holding SA | 0.00% | Add +42.1% | 18,251 | $571K |
| Segall Bryant & Hamill, LLC | 0.01% | New | 18,106 | $566K |
| Salomon & Ludwin, LLC | 0.06% | No change | 16,925 | $562K |
| Cibc World Markets Corp. | 0.00% | Reduce -11.4% | 17,579 | $550K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +433.7% | 17,341 | $542K |
| Tritonpoint Wealth, LLC | 0.05% | New | 17,205 | $538K |
| SG Americas Securities, LLC | 0.00% | Add +70.9% | 17,027 | $533K |
| DRW Securities, LLC | 0.04% | New | 16,655 | $521K |
| Salzhauer Michael | 0.33% | Reduce -27.0% | 16,578 | $519K |
| M&T Bank Corp | 0.00% | Add +68.1% | 16,113 | $504K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +139.6% | 15,748 | $493K |
| Readystate Asset Management LP | 0.04% | New | 15,676 | $490K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 15,668 | $490K |
| Impact Partnership Wealth, LLC | 0.09% | New | 15,591 | $488K |
| Taylor Financial Group, Inc. | 0.30% | Reduce -12.3% | 15,534 | $486K |
| Cwm, LLC | 0.00% | Add +1379.3% | 15,518 | $485K |
| MML Investors Services, LLC | 0.00% | Add +19.1% | 15,400 | $482K |
| First National Advisers, LLC | 0.07% | Add +33.9% | 14,730 | $461K |
| Gilman Hill Asset Management, LLC | 0.08% | New | 14,708 | $460K |
| Ostrum Asset Management | 0.02% | Add +27.5% | 14,610 | $457K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Add +27.5% | 14,610 | $457K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +60.8% | 14,566 | $456K |
| Uncommon Cents Investing LLC | 0.12% | Reduce -4.3% | 14,465 | $452K |
| BNP Paribas Financial Markets | 0.00% | Reduce -47.8% | 14,449 | $452K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 14,048 | $439K |
| STRS Ohio | 0.00% | Reduce -38.4% | 13,700 | $429K |
| Evermay Wealth Management LLC | 0.05% | Add +339.3% | 13,601 | $425K |
| Westbourne Investments, Inc. | 0.23% | New | 13,500 | $422K |
| Banque Pictet & Cie SA | 0.00% | Reduce -6.3% | 13,485 | $422K |
| Ledyard National Bank | 0.04% | Reduce -0.2% | 13,478 | $422K |
| CIBC Asset Management Inc | 0.00% | Add +19.1% | 13,184 | $412K |
| Geneos Wealth Management Inc. | 0.01% | Add +157.9% | 13,142 | $411K |
| Blue Trust, Inc. | 0.00% | Add +1001.0% | 13,102 | $410K |
| Kingsview Wealth Management, LLC | 0.01% | New | 12,997 | $407K |
| Connable Office Inc. | 0.04% | New | 12,975 | $406K |
| Neuberger Berman Group LLC | 0.00% | Add +17.5% | 12,831 | $401K |
| Pathstone Holdings, LLC | 0.00% | Reduce -44.3% | 12,763 | $399K |
| Emerald Mutual Fund Advisers Trust | 0.02% | Add +137.5% | 12,574 | $393K |
| Summit Global Investments | 0.02% | New | 12,552 | $393K |
| Nadler Financial Group, Inc. | 0.04% | New | 12,325 | $386K |
| Park Avenue Securities LLC | 0.00% | New | 12,109 | $379K |
| Hopwood Financial Services, Inc. | 0.30% | New | 12,107 | $379K |
| Founders Financial Securities LLC | 0.03% | No change | 12,015 | $376K |
| Xponance LLC | 0.00% | Add +63.5% | 11,118 | $348K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 10,797 | $338K |
| Dover Advisors, LLC | 0.14% | No change | 10,406 | $326K |
| Snowden Capital Advisors LLC | 0.01% | New | 10,357 | $324K |
| Trust Point Inc. | 0.03% | Reduce -38.2% | 10,123 | $317K |
| OneDigital Investment Advisors LLC | 0.00% | Add +52.8% | 10,116 | $316K |
| Vista Investment Management | 0.12% | Add +8.7% | 9,997 | $313K |
| Nisa Investment Advisors, LLC | 0.00% | Add +323.7% | 9,966 | $312K |
| Apollon Wealth Management, LLC | 0.01% | New | 9,927 | $311K |
| Oppenheimer & Co. Inc. | 0.00% | Add +30.5% | 9,921 | $310K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 9,838 | $308K |
| Intrust Bank NA | 0.03% | Reduce -47.9% | 9,738 | $305K |
| Profund Advisors LLC | 0.01% | Add +1.9% | 9,626 | $301K |
| SageView Advisory Group, LLC | 0.01% | Add +0.3% | 8,824 | $290K |
| Equitable Holdings, Inc. | 0.00% | No change | 9,178 | $287K |
| Advisory Services Network, LLC | 0.00% | Add +3.9% | 8,838 | $280K |
| Verdence Capital Advisors LLC | 0.02% | New | 8,860 | $277K |
| Court Place Advisors, LLC | 0.09% | New | 8,798 | $275K |
| Keybank National Association | 0.00% | Add +0.1% | 8,704 | $272K |
| Mackenzie Financial Corp. | 0.00% | New | 8,645 | $270K |
| Evergreen Capital Management LLC | 0.01% | New | 8,611 | $269K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +0.5% | 8,126 | $254K |
| Fiduciary Trust Co | 0.00% | Add +1.3% | 8,088 | $253K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 8,049 | $252K |
| Heritage Family Offices, LLP | 0.13% | No change | 8,194 | $251K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 8,025 | $251K |
| Diversified Trust Co. | 0.01% | Add +2.7% | 7,895 | $247K |
| Choreo, LLC | 0.00% | New | 7,874 | $246K |
| Integrated Investment Consultants, LLC | 0.05% | New | 7,595 | $238K |
| Heritage Investors Management Corp. | 0.01% | New | 7,504 | $235K |
| Wealthspire Advisors, LLC | 0.00% | New | 7,494 | $234K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -12.4% | 7,485 | $234K |
| Hendershot Investments Inc. | 0.03% | New | 7,444 | $233K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.3% | 7,436 | $233K |
| Ieq Capital, LLC | 0.00% | New | 7,367 | $230K |
| HighPoint Advisor Group LLC | 0.01% | Add +1.7% | 7,348 | $230K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 7,266 | $227K |
| Associated Banc-Corp | 0.01% | New | 7,146 | $224K |
| Lafayette Investments, Inc. | 0.04% | New | 7,095 | $222K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -15.6% | 7,070 | $221K |
| Scientech Research LLC | 0.05% | New | 7,024 | $220K |
| Corient Private Wealth LP | 0.00% | New | 6,998 | $219K |
| Cresset Asset Management, LLC | 0.00% | New | 6,780 | $212K |
| Cascades Capital Asset Management, LLC | 0.11% | Reduce -60.0% | 6,715 | $210K |
| Aquatic Capital Management LLC | 0.00% | Reduce -94.3% | 6,580 | $206K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -3.7% | 6,493 | $203K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,473 | $202K |
| MAI Capital Management | 0.00% | Add +507.8% | 5,914 | $185K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,762 | $180K |
| Brooklyn Investment Group | 0.02% | Add +766.0% | 5,421 | $170K |
| Danske Bank A/S | 0.00% | Reduce -89.0% | 5,313 | $166K |
| Allworth Financial LP | 0.00% | Add +1.9% | 4,951 | $155K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1556.9% | 4,457 | $139K |
| SouthState Bank Corp | 0.01% | No change | 4,335 | $136K |
| Global Retirement Partners, LLC | 0.00% | — | 4,219 | $132K |
| KBC Group NV | 0.00% | Reduce -11.2% | 3,998 | $125K |
| GAMMA Investing LLC | 0.01% | Add +270.6% | 3,962 | $124K |
| Sterling Capital Management LLC | 0.00% | Add +74.3% | 3,891 | $122K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +47.0% | 3,885 | $122K |
| Central Pacific Bank - Trust Division | 0.02% | Add +5.5% | 3,826 | $120K |
| Signaturefd, LLC | 0.00% | Add +731.9% | 3,577 | $112K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 3,309 | $108K |
| State of Wyoming | 0.01% | Reduce -34.4% | 3,277 | $103K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,254 | $102K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,203 | $100K |
| Main Street Group, LTD | 0.03% | Reduce -0.2% | 3,082 | $96K |
| Bessemer Group Inc. | 0.00% | Add +577.9% | 2,759 | $87K |
| Scarborough Advisors, LLC | 0.02% | New | 2,780 | $87K |
| Concord Wealth Partners | 0.01% | No change | 2,728 | $85K |
| Covestor Ltd | 0.05% | Add +738.8% | 2,659 | $83K |
| Spire Wealth Management | 0.00% | New | 2,519 | $79K |
| Summit Securities Group LLC | 0.02% | New | 2,147 | $67K |
| Fifth Third Bancorp | 0.00% | Add +50.2% | 2,052 | $64K |
| Investment Management Corp. /Va/ | 0.05% | No change | 1,895 | $59K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -7.0% | 1,835 | $57K |
| Versant Capital Management, Inc | 0.01% | Add +1879.3% | 1,623 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +504.7% | 1,542 | $48K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +64.8% | 1,533 | $48K |
| Huntington National Bank | 0.00% | Add +71.7% | 1,298 | $41K |
| UMB Bank, n.a. | 0.00% | Add +13.2% | 1,253 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,131 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -13.8% | 1,004 | $31K |
| Curio Wealth, LLC | 0.01% | New | 900 | $28K |
| Lanark Financial, Inc. | 0.00% | No change | 812 | $25K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 766 | $24K |
| Parallel Advisors, LLC | 0.00% | New | 758 | $24K |
| Essential Partners LLC | 0.01% | — | 686 | $21K |
| Principal Securities, Inc. | 0.00% | Add +41.2% | 641 | $20K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 560 | $19K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +69.3% | 569 | $18K |
| Rise Advisors, LLC | 0.01% | Add +1764.3% | 522 | $16K |
| Westside Investment Management, Inc. | 0.00% | New | 390 | $13K |
| Optiver Holding B.V. | 0.00% | Add +109.9% | 361 | $11K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 328 | $10K |
| Private Trust Co. NA | 0.00% | Reduce -16.5% | 324 | $10K |
| First United Bank & Trust | 0.00% | New | 270 | $8K |
| Arax Advisory Partners | 0.00% | New | 261 | $8K |
| Red Tortoise LLC | 0.00% | Add +143.0% | 243 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +387.8% | 239 | $7K |
| Rothschild Investment LLC | 0.00% | Add +88.8% | 236 | $7K |
| Towne Trust Company, N.A | 0.00% | No change | 217 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.3% | 211 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.9% | 205 | $6K |
| Wolverine Asset Management LLC | 0.00% | New | 204 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1438.5% | 200 | $6K |
| Private Wealth Management Group, LLC | 0.00% | New | 190 | $6K |
| Fortitude Family Office, LLC | 0.00% | New | 166 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | Add +794.1% | 152 | $5K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -23.2% | 146 | $5K |
| Assetmark, Inc. | 0.00% | New | 129 | $4K |
| Quarry LP | 0.00% | Reduce -42.0% | 109 | $3K |
| True Wealth Design, LLC | 0.00% | Add +8900.0% | 90 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 74 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -82.1% | 70 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 54 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 52 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 51 | $2K |
| Kilter Group LLC | 0.00% | New | 43 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 43 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -36.9% | 41 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | New | 39 | $1K |
| Hughes Financial Services, LLC | 0.00% | Reduce -99.1% | 38 | $1K |
| Larson Financial Group LLC | 0.00% | Add +245.4% | 38 | $1K |
| Clearstead Trust, LLC | 0.00% | New | 37 | $1K |
| Hemington Wealth Management | 0.00% | Reduce -49.4% | 45 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -7.1% | 13 | $407 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.0% | 9 | $282 |
| HFM Investment Advisors, LLC | 0.00% | Add +50.0% | 3 | $94 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -25.0% | 3 | $93 |
| SBI Securities Co., Ltd. | 0.00% | New | 2 | $63 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $63 |
"% of holder's portfolio" is AUB's weight in each manager's 13F, not the share of Atlantic Union Bankshares Co. the manager owns.