Atlantic Union BanksharesAUB

13F holders, Q3 2025 (September 30)
397holders +14
46new positions
33sold out
5famous investors
$35.29avg. 13F price*

At the end of Q3 2025, 397 institutions reported holding Atlantic Union Bankshares Co. (AUB) in their 13F filings, up 14 from Q2 2025. 46 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($734.7M), Vanguard Group Inc. ($570.3M) and Dimensional Fund Advisors LP ($274.1M). 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 Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions46$37.7M
Exits33$47.8M

All 13F filers, Q2 2025 → Q3 2025: 8,241,631 shares bought and 6,960,912 shares sold, net +1,280,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 397 holders

BlackRock, Inc. 0.01% Reduce -1.3% 20,819,951 $734.7M
Vanguard Group Inc. 0.01% Reduce -0.5% 16,161,484 $570.3M
Dimensional Fund Advisors LP 0.06% Reduce -0.9% 7,766,704 $274.1M
State Street Corp. 0.01% Reduce -0.9% 7,334,335 $258.8M
North Reef Capital Management LP 6.13% Add +35.0% 3,713,604 $131.1M
Geode Capital Management, LLC 0.01% Add +0.5% 3,390,866 $119.7M
Franklin Resources Inc. 0.03% Reduce -0.7% 3,288,509 $116.1M
Earnest Partners LLC 0.40% Reduce -5.1% 2,582,532 $91.1M
American Century Companies Inc. 0.04% Add +7.8% 2,393,318 $84.5M
Westwood Holdings Group Inc. 0.54% Reduce -11.4% 2,106,756 $74.3M
Congress Asset Management Co. 0.44% Add +1022.6% 1,877,188 $66.2M
Charles Schwab Investment Management Inc. 0.01% Add +0.1% 1,807,521 $63.8M
Ameriprise Financial Inc. 0.01% Reduce -3.9% 1,729,520 $61.0M
GW&K Investment Management, LLC 0.53% Add +9.1% 1,692,845 $59.7M
Systematic Financial Management LP 1.33% Reduce -1.3% 1,552,332 $54.8M
Goldman Sachs Group Inc. 0.01% Reduce -13.6% 1,531,329 $54.0M
Northern Trust Corp. 0.01% Reduce -9.9% 1,473,135 $52.0M
Thrivent Financial for Lutherans 0.10% Add +1128.0% 1,398,654 $49.4M
Bank of New York Mellon Corp 0.01% Reduce -9.2% 1,353,609 $47.8M
Morgan Stanley 0.00% Reduce -11.4% 1,351,006 $47.7M
Nuveen, LLC 0.01% Add +130.2% 1,181,419 $41.7M
Invesco Ltd. 0.01% Reduce -8.3% 1,097,037 $38.7M
William Blair Investment Management, LLC 0.09% Add +5.0% 1,021,450 $36.0M
Citadel Advisors 0.03% Reduce -16.8% 985,024 $34.8M
London Co. of Virginia 0.17% Reduce -3.5% 884,531 $31.2M
Atlantic Union Bankshares Corp 0.56% Add +16.6% 836,231 $29.5M
DAVENPORT & Co LLC 0.16% Add +14.0% 826,434 $29.3M
Wellington Management Group LLP 0.00% Add +5.0% 785,080 $27.7M
Massachusetts Financial Services Co. 0.01% Reduce -3.4% 758,084 $26.8M
Schroder Investment Management Group 0.02% Add +9.4% 731,359 $26.0M
Fort Washington Investment Advisors Inc. 0.14% Add +64.1% 721,012 $25.4M
Tributary Capital Management, LLC 2.26% Reduce -4.3% 707,120 $25.0M
Principal Financial Group Inc. 0.01% Reduce -2.6% 688,139 $24.3M
Stieven Capital Advisors, L.P. 4.55% Add +0.1% 684,357 $24.2M
Bank of America Corp. 0.00% Add +3.9% 675,786 $23.8M
Envestnet Asset Management Inc. 0.01% Add +10.9% 659,791 $23.3M
Jennison Associates LLC 0.01% Reduce -2.6% 632,579 $22.3M
MetLife Investment Management, LLC 0.11% Reduce -0.5% 627,054 $22.1M
Steadfast Capital Management LP 0.36% Reduce -44.3% 557,200 $19.7M
Public Sector Pension Investment Board 0.07% Add +14.4% 555,896 $19.6M
Verity & Verity, LLC 1.42% Add +29.6% 504,420 $17.8M
UBS Group AG 0.00% Reduce -9.6% 428,392 $15.1M
Rhumbline Advisers 0.01% Reduce -0.8% 420,777 $14.8M
Alliancebernstein L.P. 0.00% Reduce -4.7% 419,893 $14.8M
Legal & General Group Plc 0.00% Add +0.6% 380,334 $13.4M
Wells Fargo & Company 0.00% Add +5.9% 372,895 $13.2M
Allspring Global Investments Holdings, LLC 0.02% Add +13.1% 361,756 $12.7M
Fisher Asset Management 0.00% Reduce -0.4% 360,253 $12.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -35.1% 315,027 $11.1M
Kennedy Capital Management LLC 0.24% New 311,756 $11.0M
Victory Capital Management Inc. 0.01% Add +0.6% 284,071 $10.0M
Raymond James Financial Inc. 0.00% Add +19.4% 282,900 $10.0M
Swiss National Bank 0.01% Add +10.5% 276,128 $9.7M
Osaic Holdings, Inc. 0.01% Add +431.4% 268,394 $9.5M
AQR Capital Management 0.01% Add +35.5% 266,130 $9.4M
Pinnacle Associates Ltd. 0.12% Reduce -3.5% 262,433 $9.3M
JPMorgan Chase & Co. 0.00% Reduce -6.1% 242,508 $8.6M
Royal Bank of Canada 0.00% Reduce -36.9% 237,121 $8.4M
First Trust Advisors LP 0.01% Reduce -17.8% 234,271 $8.3M
Two Sigma Investments, LP 0.01% Reduce -59.4% 216,667 $7.6M
Barclays PLC 0.00% Reduce -38.2% 215,844 $7.6M
Rafferty Asset Management, LLC 0.02% Reduce -6.6% 212,461 $7.5M
ProShare Advisors LLC 0.01% Reduce -10.3% 200,797 $7.1M
GAMCO Investors 0.07% Reduce -4.0% 195,497 $6.9M
Squarepoint Ops LLC 0.01% Add +791.7% 194,918 $6.9M
Mirabella Financial Services LLP 0.59% Reduce -64.0% 191,238 $6.7M
Basswood Capital Management, L.L.C. 0.31% No change 190,680 $6.7M
Stifel Financial Corp. 0.01% Add +21.3% 186,586 $6.6M
Truist Financial Corp. 0.01% Add +11.1% 181,264 $6.4M
Peregrine Capital Management LLC 0.19% Reduce -8.6% 174,308 $6.2M
Citigroup Inc. 0.00% Reduce -38.1% 172,939 $6.1M
Sei Investments Co. 0.01% Add +0.4% 166,780 $5.9M
Brandywine Global Investment Management, LLC 0.04% Reduce -3.4% 161,510 $5.7M
CANADA LIFE ASSURANCE Co 0.01% Add +2.0% 146,660 $5.2M
Verition Fund Management LLC 0.03% Reduce -64.7% 146,068 $5.2M
Prudential Financial Inc. 0.01% Reduce -3.4% 143,379 $5.1M
Millennium Management 0.00% New 139,600 $4.9M
Homestead Advisers Corp 0.12% No change 139,492 $4.9M
California State Teachers Retirement System 0.00% Add +10.8% 133,628 $4.7M
Deroy & Devereaux Private Investment Counsel Inc. 0.22% Add +31.4% 121,425 $4.3M
Gabelli Funds LLC 0.03% No change 120,959 $4.3M
T. Rowe Price Associates Inc. 0.00% Add +5.3% 120,834 $4.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +46.1% 118,589 $4.2M
Kestra Advisory Services, LLC 0.02% Add +0.0% 113,996 $4.0M
LPL Financial LLC 0.00% Add +3.4% 113,045 $4.0M
Lazard Asset Management LLC 0.01% New 111,932 $4.0M
Deutsche Bank AG 0.00% Reduce -31.5% 110,398 $3.9M
Cerity Partners LLC 0.01% Add +4.0% 111,264 $3.9M
Benson Investment Management Company, Inc. 1.30% Add +0.3% 107,665 $3.8M
Murchinson Ltd. 0.74% No change 106,874 $3.8M
Phocas Financial Corp. 0.49% New 106,159 $3.7M
Brown Advisory Inc. 0.00% Reduce -1.0% 104,060 $3.7M
PNC Financial Services Group, Inc. 0.00% Add +3.5% 100,939 $3.6M
Natixis Advisors, LLC 0.01% Add +11.2% 100,443 $3.5M
Royce & Associates LP 0.03% Add +20.5% 94,091 $3.3M
Inspire Advisors, LLC 0.32% Reduce -4.3% 93,752 $3.3M
Maltese Capital Management LLC 0.50% Reduce -21.7% 92,000 $3.2M
Creative Planning 0.00% Reduce -3.9% 91,682 $3.2M
Chevy Chase Trust Holdings, LLC 0.01% No change 89,983 $3.2M
Elizabeth Park Capital Advisors, Ltd. 2.44% Add +12.6% 85,575 $3.0M

"% 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 397 holders