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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $37.7M |
| Exits | 33 | $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 |
| Martin & Co. Inc. | 0.52% | Add +0.2% | 83,433 | $2.9M |
| NFJ Investment Group, LLC | 0.10% | Reduce -5.8% | 82,744 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.0% | 81,389 | $2.9M |
| First National Bank of Omaha | 0.18% | Reduce -2.0% | 79,442 | $2.8M |
| Holocene Advisors, LP | 0.01% | Add +92.1% | 79,154 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.8% | 78,452 | $2.8M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -8.8% | 77,342 | $2.7M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +2.9% | 76,266 | $2.7M |
| Illinois Municipal Retirement Fund | 0.03% | Add +13.6% | 75,616 | $2.7M |
| Ategra Capital Management, LLC | 1.75% | No change | 74,000 | $2.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.0% | 73,058 | $2.6M |
| Azora Capital LP | 0.12% | No change | 71,211 | $2.5M |
| Marshall Wace, LLP | 0.00% | Add +194.3% | 71,194 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 66,282 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.6% | 65,500 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.6% | 63,837 | $2.3M |
| Smith Salley Wealth Management | 0.11% | Reduce -5.7% | 62,956 | $2.2M |
| FineMark National Bank & Trust | 0.07% | No change | 62,927 | $2.2M |
| 1492 Capital Management LLC | 0.90% | Add +10.4% | 62,840 | $2.2M |
| Wesbanco Bank Inc. | 0.06% | No change | 62,700 | $2.2M |
| Hantz Financial Services, Inc. | 0.03% | Add +6.3% | 60,252 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Add +90.4% | 60,066 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Add +8.0% | 59,992 | $2.1M |
| New York State Common Retirement Fund | 0.00% | Add +32.0% | 59,680 | $2.1M |
| Janus Henderson Group PLC | 0.00% | Add +5.0% | 59,438 | $2.1M |
| Forest Hill Capital, LLC | 1.22% | No change | 58,556 | $2.1M |
| SPC Financial, Inc. | 0.16% | No change | 56,870 | $2.0M |
| Curi Capital, LLC | 0.04% | Add +121.6% | 56,565 | $2.0M |
| Dana Investment Advisors, Inc. | 0.06% | Add +5.8% | 56,045 | $2.0M |
| Blue Trust, Inc. | 0.02% | Add +323.3% | 55,463 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 54,207 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 52,726 | $1.9M |
| Kennondale Capital Management LLC | 1.44% | Add +114.6% | 53,329 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.1% | 53,314 | $1.9M |
| Canal Capital Management, LLC | 0.28% | Add +0.3% | 53,199 | $1.9M |
| Grace & White Inc. | 0.33% | No change | 52,326 | $1.8M |
| Comerica Bank | 0.01% | Reduce -14.4% | 50,889 | $1.8M |
| Mendon Capital Advisors Corp. | 0.80% | New | 50,000 | $1.8M |
| Intech Investment Management LLC | 0.02% | Reduce -37.9% | 49,769 | $1.8M |
| Bridgeway Capital Management, LLC | 0.04% | New | 47,600 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.6% | 47,465 | $1.7M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 46,989 | $1.7M |
| Oliver Luxxe Assets LLC | 0.26% | Add +2.3% | 46,482 | $1.6M |
| FMR LLC | 0.00% | Reduce -36.5% | 46,099 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -16.7% | 44,686 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -13.3% | 44,436 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 42,287 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +10.5% | 42,158 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -1.8% | 42,059 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +37.8% | 41,232 | $1.5M |
| Amalgamated Bank | 0.01% | Add +0.5% | 40,731 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +26.0% | 40,571 | $1.4M |
| Boothbay Fund Management, LLC | 0.04% | Reduce -0.6% | 40,078 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 39,628 | $1.4M |
| Bontempo Ohly Capital Mgmt LLC | 0.57% | No change | 37,519 | $1.3M |
| MAI Capital Management | 0.01% | Add +521.5% | 36,758 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +38.3% | 36,674 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +2.3% | 36,442 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 36,599 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.8% | 36,291 | $1.3M |
| Accordant Advisory Group Inc | 0.87% | Add +1.0% | 36,245 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +21.7% | 34,508 | $1.2M |
| Hennessy Advisors Inc. | 0.04% | Reduce -12.5% | 35,000 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +141.8% | 34,939 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -12.9% | 34,866 | $1.2M |
| Beacon Investment Advisors LLC | 0.49% | Add +2.7% | 34,193 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Add +52.7% | 33,916 | $1.2M |
| Teton Advisors, LLC | 0.70% | — | 32,200 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.2% | 32,056 | $1.1M |
| New York State Teachers Retirement System | 0.00% | Add +0.3% | 31,460 | $1.1M |
| Connecticut Wealth Management, LLC | 0.05% | No change | 30,231 | $1.1M |
| AlphaQuest LLC | 0.07% | Add +1.0% | 30,098 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +7.2% | 29,750 | $1.0M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -94.3% | 29,486 | $1.0M |
| iSAM Funds (UK) Ltd | 0.21% | New | 29,466 | $1.0M |
| Dudley Capital Management, LLC | 0.47% | No change | 29,321 | $1.0M |
| Northwest Bancshares, Inc. | 0.17% | No change | 28,533 | $1.0M |
| US Bancorp \de | 0.00% | Add +26.7% | 27,841 | $983K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -18.6% | 26,431 | $933K |
| Amundi | 0.00% | Add +7.8% | 25,281 | $913K |
| Voya Investment Management LLC | 0.00% | Reduce -32.8% | 25,286 | $892K |
| MML Investors Services, LLC | 0.00% | Add +62.6% | 25,044 | $884K |
| Aquatic Capital Management LLC | 0.02% | Add +277.6% | 24,845 | $877K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.2% | 24,292 | $857K |
| Guggenheim Capital LLC | 0.01% | Reduce -4.5% | 23,817 | $841K |
| Baker Avenue Asset Management, LP | 0.02% | New | 23,196 | $819K |
| Man Group plc | 0.00% | Reduce -53.6% | 23,091 | $815K |
| Fidelis Capital Partners, LLC | 0.06% | Add +0.4% | 22,957 | $810K |
| State of Wisconsin Investment Board | 0.00% | Reduce -33.6% | 22,704 | $801K |
| First Manhattan Co. Llc. | 0.00% | No change | 22,512 | $794K |
| SG Americas Securities, LLC | 0.00% | Add +30.3% | 22,184 | $783K |
| Pitcairn Co. | 0.06% | Reduce -16.0% | 22,066 | $779K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -37.3% | 22,046 | $778K |
| Wbi Investments, LLC | 0.20% | Reduce -25.3% | 21,844 | $771K |
| Heritage Wealth Advisors | 0.03% | Reduce -0.5% | 21,089 | $744K |
| New Age Alpha Advisors, LLC | 0.03% | Reduce -1.9% | 20,505 | $724K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -51.1% | 20,488 | $723K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.1% | 19,737 | $697K |
| Campbell Deegan Wealth Management, LLC | 0.61% | Reduce -2.9% | 19,248 | $679K |
| Fiduciary Trust Co | 0.01% | Add +132.2% | 18,779 | $663K |
| Harbor Advisors LLC | 0.10% | No change | 18,644 | $658K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -26.8% | 18,619 | $657K |
| Teacher Retirement System of Texas | 0.00% | Reduce -6.4% | 18,576 | $656K |
| Nomura Holdings Inc. | 0.00% | New | 17,951 | $633K |
| Salomon & Ludwin, LLC | 0.06% | Add +3.4% | 17,495 | $624K |
| Tritonpoint Wealth, LLC | 0.05% | Add +1.8% | 17,522 | $618K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.5% | 17,153 | $605K |
| Trust Point Inc. | 0.05% | Add +64.5% | 16,653 | $588K |
| Salzhauer Michael | 0.30% | No change | 16,578 | $585K |
| Vident Advisory, LLC | 0.01% | New | 16,153 | $570K |
| Cwm, LLC | 0.00% | Add +3.2% | 16,019 | $565K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -12.8% | 15,964 | $563K |
| Pathstone Holdings, LLC | 0.00% | Add +24.9% | 15,940 | $563K |
| M&T Bank Corp | 0.00% | Reduce -1.3% | 15,911 | $562K |
| Impact Partnership Wealth, LLC | 0.08% | Add +1.0% | 15,748 | $556K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 15,733 | $555K |
| D'Orazio & Associates, Inc. | 0.07% | Reduce -30.1% | 15,598 | $550K |
| Gibbs Wealth Management | 0.12% | New | 15,579 | $550K |
| First National Advisers, LLC | 0.07% | Add +4.8% | 15,436 | $545K |
| CIBC Bancorp USA Inc. | 0.00% | — | 15,208 | $537K |
| Taylor Financial Group, Inc. | 0.31% | Reduce -2.1% | 15,206 | $537K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -58.7% | 15,124 | $534K |
| Tred Avon Family Wealth, LLC | 0.18% | — | 14,719 | $519K |
| Gilman Hill Asset Management, LLC | 0.08% | No change | 14,708 | $519K |
| Neuberger Berman Group LLC | 0.00% | Add +11.8% | 14,342 | $506K |
| HB Wealth Management, LLC | 0.00% | New | 14,245 | $503K |
| Uncommon Cents Investing LLC | 0.13% | Reduce -1.6% | 14,240 | $503K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | No change | 14,048 | $496K |
| Evermay Wealth Management LLC | 0.05% | No change | 13,601 | $480K |
| Ledyard National Bank | 0.04% | No change | 13,478 | $476K |
| Park Avenue Securities LLC | 0.00% | Add +10.9% | 13,434 | $474K |
| Banque Pictet & Cie SA | 0.00% | Reduce -0.6% | 13,399 | $473K |
| Tidal Investments LLC | 0.00% | New | 13,002 | $459K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.1% | 12,982 | $458K |
| Connable Office Inc. | 0.04% | No change | 12,975 | $458K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.9% | 12,931 | $456K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.6% | 12,664 | $447K |
| Westbourne Investments, Inc. | 0.21% | No change | 13,500 | $439K |
| Nadler Financial Group, Inc. | 0.04% | No change | 12,325 | $435K |
| Hopwood Financial Services, Inc. | 0.29% | No change | 12,107 | $427K |
| Summit Global Investments | 0.02% | Reduce -3.6% | 12,102 | $427K |
| Founders Financial Securities LLC | 0.03% | No change | 12,015 | $424K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 11,919 | $421K |
| STRS Ohio | 0.00% | Reduce -13.9% | 11,800 | $416K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -39.9% | 11,478 | $405K |
| Xponance LLC | 0.00% | Add +0.8% | 11,203 | $395K |
| Vista Investment Management | 0.14% | Add +10.6% | 11,056 | $390K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +11.6% | 10,975 | $387K |
| Snowden Capital Advisors LLC | 0.01% | Add +5.5% | 10,926 | $386K |
| OneDigital Investment Advisors LLC | 0.00% | Add +7.7% | 10,894 | $384K |
| Atria Investments, Inc | 0.00% | New | 10,856 | $383K |
| Portside Wealth Group, LLC | 0.05% | New | 10,682 | $377K |
| Bank of Montreal | 0.00% | Reduce -53.5% | 10,500 | $371K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.9% | 10,451 | $369K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.6% | 10,185 | $359K |
| Intrust Bank NA | 0.03% | Add +3.1% | 10,041 | $354K |
| Dover Advisors, LLC | 0.14% | Reduce -4.8% | 9,906 | $350K |
| Sterling Capital Management LLC | 0.01% | Add +154.1% | 9,886 | $349K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +36.1% | 9,621 | $340K |
| Heritage Family Offices, LLP | 0.16% | Add +17.3% | 9,609 | $339K |
| Moors & Cabot, Inc. | 0.01% | New | 9,369 | $331K |
| Profund Advisors LLC | 0.01% | Reduce -3.3% | 9,307 | $328K |
| Equitable Holdings, Inc. | 0.00% | No change | 9,178 | $324K |
| Mackenzie Financial Corp. | 0.00% | Add +5.7% | 9,137 | $322K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -47.4% | 9,126 | $322K |
| Versor Investments LP | 0.06% | New | 9,000 | $318K |
| Mercer Global Advisors Inc. | 0.00% | Add +19.5% | 8,886 | $314K |
| Advisory Services Network, LLC | 0.00% | No change | 8,838 | $312K |
| Court Place Advisors, LLC | 0.09% | No change | 8,798 | $310K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.8% | 8,754 | $309K |
| Keybank National Association | 0.00% | Add +0.5% | 8,748 | $309K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 8,628 | $304K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -14.2% | 8,515 | $300K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.5% | 8,396 | $296K |
| Choreo, LLC | 0.00% | Add +5.2% | 8,282 | $292K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -4.4% | 8,474 | $286K |
| GTS Securities LLC | 0.01% | New | 8,068 | $285K |
| Princeton Capital Management LLC | 0.08% | New | 8,000 | $282K |
| Diversified Trust Co. | 0.01% | No change | 7,895 | $279K |
| HighPoint Advisor Group LLC | 0.01% | Add +7.1% | 7,871 | $278K |
| Farringdon Capital, Ltd. | 0.07% | New | 7,853 | $277K |
| NewEdge Advisors, LLC | 0.00% | Add +3632.7% | 7,652 | $270K |
| HSBC Holdings PLC | 0.00% | Reduce -64.0% | 7,639 | $270K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.0% | 7,637 | $270K |
| Integrated Investment Consultants, LLC | 0.05% | No change | 7,595 | $268K |
| Hendershot Investments Inc. | 0.03% | No change | 7,444 | $263K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 7,266 | $256K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -10.6% | 7,197 | $254K |
| Associated Banc-Corp | 0.01% | No change | 7,146 | $252K |
| Corient Private Wealth LP | 0.00% | Add +2.0% | 7,137 | $252K |
| Lafayette Investments, Inc. | 0.05% | No change | 7,095 | $250K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.0% | 6,777 | $239K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -15.9% | 6,750 | $238K |
| Clearstead Advisors, LLC | 0.00% | Reduce -79.3% | 6,715 | $237K |
| Swiss Life Asset Management Ltd | 0.00% | New | 6,425 | $227K |
| Claris Financial LLC | 0.13% | New | 6,400 | $226K |
| Glenmede Investment Management, LP | 0.00% | New | 6,394 | $226K |
| Jane Street Group, LLC | 0.00% | New | 6,344 | $224K |
| Alpha Omega Wealth Management LLC | 0.04% | New | 6,314 | $223K |
| Parkside Investments, LLC | 0.03% | New | 6,248 | $220K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -3.8% | 6,245 | $220K |
| Partners in Financial Planning | 0.04% | New | 6,225 | $220K |
| Legacy Capital Wealth Partners, LLC | 0.05% | New | 6,225 | $220K |
| FourThought Financial Partners, LLC | 0.02% | New | 6,084 | $215K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 6,047 | $213K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,473 | $213K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,971 | $211K |
| &partners | 0.00% | New | 5,963 | $210K |
| Regions Financial Corp. | 0.00% | New | 5,875 | $207K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,813 | $205K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,762 | $203K |
| Cascades Capital Asset Management, LLC | 0.09% | Reduce -14.9% | 5,715 | $202K |
| Central Pacific Bank - Trust Division | 0.03% | Add +48.1% | 5,668 | $200K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -29.7% | 5,267 | $186K |
| GAMMA Investing LLC | 0.01% | Add +29.1% | 5,115 | $181K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 4,944 | $174K |
| Financial Consulate, Inc. | 0.02% | New | 4,681 | $165K |
| SouthState Bank Corp | 0.01% | No change | 4,335 | $153K |
| Global Retirement Partners, LLC | 0.00% | Add +1.2% | 4,269 | $151K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.6% | 4,252 | $150K |
| KBC Group NV | 0.00% | No change | 3,998 | $141K |
| Arax Advisory Partners | 0.00% | Add +1292.0% | 3,633 | $128K |
| Signaturefd, LLC | 0.00% | Reduce -3.6% | 3,448 | $122K |
| Danske Bank A/S | 0.00% | Reduce -36.0% | 3,400 | $120K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 3,309 | $117K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -20.5% | 3,087 | $109K |
| Main Street Group, LTD | 0.03% | No change | 3,082 | $109K |
| Quadrant Capital Group LLC | 0.00% | New | 3,080 | $109K |
| Scarborough Advisors, LLC | 0.02% | Add +0.8% | 2,803 | $99K |
| Concord Wealth Partners | 0.01% | No change | 2,728 | $96K |
| Spire Wealth Management | 0.00% | Add +0.2% | 2,524 | $89K |
| State of Wyoming | 0.01% | Reduce -24.3% | 2,482 | $88K |
| Johnson Financial Group, Inc. | 0.00% | New | 2,185 | $77K |
| Smartleaf Asset Management LLC | 0.00% | Add +93.5% | 1,943 | $69K |
| Fifth Third Bancorp | 0.00% | Reduce -8.6% | 1,875 | $66K |
| UMB Bank, n.a. | 0.00% | Add +32.5% | 1,660 | $59K |
| Versant Capital Management, Inc | 0.01% | No change | 1,623 | $57K |
| SBI Securities Co., Ltd. | 0.00% | Add +1040800.0% | 20,818 | $56K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,533 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -5.7% | 1,454 | $51K |
| Abich Financial Wealth Management LLC | 0.02% | — | 1,422 | $50K |
| Covestor Ltd | 0.03% | Reduce -50.2% | 1,324 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | Add +16.6% | 1,319 | $47K |
| Huntington National Bank | 0.00% | Reduce -1.5% | 1,278 | $45K |
| Curio Wealth, LLC | 0.01% | No change | 900 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Add +309.5% | 864 | $30K |
| Principal Securities, Inc. | 0.00% | Add +21.5% | 779 | $27K |
| Westside Investment Management, Inc. | 0.00% | Add +100.0% | 780 | $27K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 766 | $27K |
| Parallel Advisors, LLC | 0.00% | No change | 758 | $27K |
| Lanark Financial, Inc. | 0.00% | Reduce -9.2% | 737 | $26K |
| Bessemer Group Inc. | 0.00% | Reduce -74.1% | 715 | $25K |
| Essential Partners LLC | 0.01% | No change | 686 | $24K |
| Mather Group, Llc. | 0.00% | New | 607 | $21K |
| Optiver Holding B.V. | 0.00% | Add +61.5% | 583 | $21K |
| Private Trust Co. NA | 0.00% | Add +75.9% | 570 | $20K |
| Rise Advisors, LLC | 0.01% | No change | 522 | $18K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -21.8% | 445 | $16K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 404 | $14K |
| Assetmark, Inc. | 0.00% | Add +174.4% | 354 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 328 | $12K |
| Crewe Advisors LLC | 0.00% | New | 322 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +297.1% | 278 | $10K |
| First United Bank & Trust | 0.00% | No change | 270 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +1.7% | 243 | $9K |
| Red Tortoise LLC | 0.00% | No change | 243 | $9K |
| First Horizon Corp. | 0.00% | — | 240 | $8K |
| Towne Trust Company, N.A | 0.00% | No change | 217 | $8K |
| Root Financial Partners, LLC | 0.00% | New | 210 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.0% | 194 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 190 | $7K |
| Rothschild Investment LLC | 0.00% | Reduce -21.6% | 185 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +17.1% | 171 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 166 | $6K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 160 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 152 | $5K |
| True Wealth Design, LLC | 0.00% | No change | 90 | $3K |
| Hemington Wealth Management | 0.00% | Add +146.7% | 111 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +4.0% | 77 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +34.6% | 70 | $2K |
| Larson Financial Group LLC | 0.00% | Add +76.3% | 67 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 56 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 54 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 51 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +7.0% | 46 | $2K |
| Kilter Group LLC | 0.00% | No change | 43 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -2.4% | 40 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 39 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 37 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 38 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $465 |
| SJS Investment Consulting Inc. | 0.00% | No change | 9 | $318 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 6 | $212 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $141 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 4 | $141 |
| Avion Wealth | 0.00% | New | 15 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is AUB's weight in each manager's 13F, not the share of Atlantic Union Bankshares Co. the manager owns.