Atlantic Union BanksharesAUB
13F holders, Q4 2025 (December 31)412holders +15
39new positions
30sold out
6famous investors
$35.31avg. 13F price*
At the end of Q4 2025, 412 institutions reported holding Atlantic Union Bankshares Co. (AUB) in their 13F filings, up 15 from Q3 2025. 39 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($725.4M), Vanguard Group Inc. ($565.6M) and Dimensional Fund Advisors LP ($265.9M). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Atlantic Union Bankshares Co.
- CUSIP
- 04911A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $147.8M |
| Exits | 30 | $69.0M |
All 13F filers, Q3 2025 → Q4 2025: 9,379,786 shares bought and 6,633,203 shares sold, net +2,746,583 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 412 holders
| BlackRock, Inc. | 0.01% | Reduce -1.3% | 20,548,779 | $725.4M |
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 16,022,656 | $565.6M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -3.0% | 7,532,643 | $265.9M |
| State Street Corp. | 0.01% | Reduce -2.7% | 7,138,553 | $252.0M |
| North Reef Capital Management LP | 6.50% | Add +23.1% | 4,572,090 | $161.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.1% | 3,388,727 | $119.6M |
| Franklin Resources Inc. | 0.03% | Reduce -1.4% | 3,242,829 | $114.5M |
| Earnest Partners LLC | 0.38% | Reduce -2.3% | 2,522,575 | $89.0M |
| T. Rowe Price Investment Management, Inc. | 0.06% | New | 2,465,192 | $87.0M |
| American Century Companies Inc. | 0.04% | Reduce -6.3% | 2,241,848 | $79.1M |
| Westwood Holdings Group Inc. | 0.59% | Reduce -3.7% | 2,029,191 | $71.6M |
| Congress Asset Management Co. | 0.49% | Add +4.7% | 1,964,949 | $69.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.1% | 1,786,698 | $63.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +16.3% | 1,780,780 | $62.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.8% | 1,698,347 | $60.0M |
| GW&K Investment Management, LLC | 0.49% | Reduce -5.0% | 1,609,015 | $56.8M |
| Morgan Stanley | 0.00% | Add +15.1% | 1,555,413 | $54.9M |
| Systematic Financial Management LP | 1.28% | Reduce -0.5% | 1,544,002 | $54.5M |
| SG Americas Securities, LLC | 0.07% | Add +6808.0% | 1,532,473 | $54.1M |
| Thrivent Financial for Lutherans | 0.09% | Add +1.0% | 1,412,351 | $49.9M |
| Northern Trust Corp. | 0.01% | Reduce -6.0% | 1,385,350 | $48.9M |
| Bank of New York Mellon Corp | 0.01% | Add +1.9% | 1,378,739 | $48.7M |
| Nuveen, LLC | 0.01% | Add +12.2% | 1,325,032 | $46.8M |
| William Blair Investment Management, LLC | 0.11% | Add +8.8% | 1,111,244 | $39.2M |
| Invesco Ltd. | 0.00% | Add +0.9% | 1,107,336 | $39.1M |
| Schroder Investment Management Group | 0.02% | Add +21.0% | 884,625 | $31.4M |
| London Co. of Virginia | 0.17% | Reduce -4.2% | 847,406 | $29.9M |
| Atlantic Union Bankshares Corp | 0.55% | Reduce -1.1% | 827,393 | $29.2M |
| DAVENPORT & Co LLC | 0.15% | Reduce -8.0% | 760,660 | $27.0M |
| Stieven Capital Advisors, L.P. | 4.86% | Add +8.5% | 742,657 | $26.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.3% | 679,254 | $24.0M |
| Tributary Capital Management, LLC | 2.29% | Reduce -7.0% | 657,791 | $23.2M |
| Aristotle Capital Boston, LLC | 1.22% | New | 628,018 | $22.2M |
| MetLife Investment Management, LLC | 0.11% | Reduce -0.6% | 623,041 | $22.0M |
| Wellington Management Group LLP | 0.00% | Reduce -22.1% | 611,277 | $21.6M |
| Balyasny Asset Management L.P. | 0.04% | Add +1956.5% | 606,377 | $21.4M |
| Fort Washington Investment Advisors Inc. | 0.11% | Reduce -15.9% | 606,259 | $21.4M |
| Bank of America Corp. | 0.00% | Reduce -14.5% | 578,044 | $20.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -13.9% | 567,778 | $20.0M |
| Verity & Verity, LLC | 1.42% | Add +2.7% | 518,011 | $18.3M |
| Public Sector Pension Investment Board | 0.06% | Reduce -11.3% | 493,202 | $17.4M |
| UBS Group AG | 0.00% | Add +10.9% | 475,259 | $16.8M |
| Wells Fargo & Company | 0.00% | Add +20.8% | 450,514 | $15.9M |
| Kennedy Capital Management LLC | 0.33% | Add +39.5% | 435,054 | $15.4M |
| Rhumbline Advisers | 0.01% | Reduce -5.6% | 397,126 | $14.0M |
| Fisher Asset Management | 0.00% | Add +0.0% | 360,291 | $12.7M |
| Legal & General Group Plc | 0.00% | Reduce -6.3% | 356,267 | $12.6M |
| Sei Investments Co. | 0.01% | Add +111.2% | 352,266 | $12.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -20.1% | 335,536 | $11.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.0% | 318,097 | $11.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -15.3% | 306,360 | $10.9M |
| Swiss National Bank | 0.01% | Add +1.7% | 280,928 | $9.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -2.2% | 277,837 | $9.8M |
| AQR Capital Management | 0.01% | Add +3.6% | 275,681 | $9.7M |
| Barclays PLC | 0.00% | Add +27.3% | 274,675 | $9.7M |
| First Trust Advisors LP | 0.01% | Add +16.0% | 271,768 | $9.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.1% | 262,798 | $9.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.1% | 260,120 | $9.2M |
| Pinnacle Associates Ltd. | 0.12% | Reduce -2.3% | 256,325 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 241,539 | $8.5M |
| Jennison Associates LLC | 0.01% | Reduce -62.3% | 238,208 | $8.4M |
| BW Gestao de Investimentos Ltda. | 0.26% | New | 210,000 | $7.4M |
| Royal Bank of Canada | 0.00% | Reduce -15.2% | 200,997 | $7.1M |
| ProShare Advisors LLC | 0.01% | Reduce -0.4% | 199,919 | $7.1M |
| Basswood Capital Management, L.L.C. | 0.30% | No change | 190,680 | $6.7M |
| Jefferies Financial Group Inc. | 0.06% | New | 189,970 | $6.7M |
| GAMCO Investors | 0.06% | Reduce -4.3% | 187,174 | $6.6M |
| Weiss Asset Management LP | 0.11% | New | 167,282 | $5.9M |
| Peregrine Capital Management LLC | 0.18% | Reduce -4.8% | 165,983 | $5.9M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -3.5% | 155,910 | $5.5M |
| Marshall Wace, LLP | 0.01% | Add +113.3% | 151,870 | $5.4M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -29.7% | 149,370 | $5.3M |
| Citigroup Inc. | 0.00% | Reduce -14.4% | 148,092 | $5.2M |
| Verition Fund Management LLC | 0.03% | Reduce -0.4% | 145,506 | $5.1M |
| Homestead Advisers Corp | 0.13% | No change | 139,492 | $4.9M |
| LPL Financial LLC | 0.00% | Add +23.1% | 139,124 | $4.9M |
| Lazard Asset Management LLC | 0.01% | Add +22.1% | 136,716 | $4.8M |
| California State Teachers Retirement System | 0.00% | Add +1.5% | 135,597 | $4.8M |
| Stifel Financial Corp. | 0.00% | Reduce -27.8% | 134,655 | $4.8M |
| Prudential Financial Inc. | 0.01% | Reduce -6.9% | 133,427 | $4.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -9.7% | 132,500 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.0% | 125,692 | $4.4M |
| Gabelli Funds LLC | 0.03% | No change | 120,959 | $4.3M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.21% | Reduce -2.2% | 118,725 | $4.2M |
| Deutsche Bank AG | 0.00% | Add +4.1% | 114,953 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -47.0% | 114,784 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.0% | 113,950 | $4.0M |
| Quantinno Capital Management LP | 0.01% | Add +170.9% | 111,692 | $3.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -6.0% | 111,503 | $3.9M |
| Benson Investment Management Company, Inc. | 1.35% | Add +1.3% | 109,055 | $3.8M |
| Murchinson Ltd. | 2.35% | No change | 106,874 | $3.8M |
| Curi Capital, LLC | 0.07% | Add +88.5% | 106,595 | $3.8M |
| HSBC Holdings PLC | 0.00% | Add +1292.0% | 106,335 | $3.8M |
| Phocas Financial Corp. | 0.49% | Reduce -0.3% | 105,897 | $3.7M |
| Mendon Capital Advisors Corp. | 1.38% | Add +100.0% | 100,000 | $3.5M |
| Natixis | 0.01% | New | 100,000 | $3.5M |
| Truist Financial Corp. | 0.00% | Reduce -44.9% | 99,857 | $3.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -2.9% | 97,577 | $3.4M |
| Cerity Partners LLC | 0.01% | Reduce -12.9% | 96,875 | $3.4M |
| Brown Advisory Inc. | 0.00% | Reduce -7.3% | 96,472 | $3.4M |
"% of holder's portfolio" is AUB's weight in each manager's 13F, not the share of Atlantic Union Bankshares Co. the manager owns.