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 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.5% | 96,352 | $3.4M |
| Royce & Associates LP | 0.03% | No change | 94,091 | $3.3M |
| Inspire Advisors, LLC | 0.30% | Reduce -2.4% | 91,489 | $3.2M |
| Chevy Chase Trust Holdings, LLC | 0.01% | No change | 89,983 | $3.2M |
| Creative Planning | 0.00% | Reduce -1.9% | 89,918 | $3.2M |
| Man Group plc | 0.01% | Add +283.5% | 88,554 | $3.1M |
| Martin & Co. Inc. | 0.52% | Add +3.6% | 86,415 | $3.1M |
| Elizabeth Park Capital Advisors, Ltd. | 2.49% | No change | 85,575 | $3.0M |
| Millennium Management | 0.00% | Reduce -39.0% | 85,131 | $3.0M |
| Ruffer LLP | 0.14% | New | 84,181 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.1% | 78,534 | $2.8M |
| First National Bank of Omaha | 0.08% | Reduce -1.2% | 78,498 | $2.8M |
| State of Alaska, Department of Revenue | 0.03% | Add +1.4% | 78,420 | $2.8M |
| Holocene Advisors, LP | 0.01% | Reduce -7.5% | 73,243 | $2.6M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -3.9% | 72,678 | $2.6M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -6.1% | 71,600 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.3% | 69,906 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +7.5% | 68,624 | $2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.1% | 66,211 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Add +10.2% | 65,490 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.3% | 65,300 | $2.3M |
| 1492 Capital Management LLC | 0.90% | Add +3.0% | 64,725 | $2.3M |
| Wills Financial Group LLC | 0.87% | New | 64,640 | $2.3M |
| Oliver Luxxe Assets LLC | 0.35% | Add +38.6% | 64,414 | $2.3M |
| FineMark National Bank & Trust | 0.07% | No change | 62,927 | $2.2M |
| Wesbanco Bank Inc. | 0.06% | No change | 62,700 | $2.2M |
| Smith Salley Wealth Management | 0.11% | Reduce -1.3% | 62,161 | $2.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -68.7% | 60,927 | $2.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.2% | 59,575 | $2.1M |
| Forest Hill Capital, LLC | 1.06% | No change | 58,556 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.9% | 55,294 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -94.3% | 56,573 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +32.7% | 55,831 | $2.0M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -8.1% | 55,378 | $2.0M |
| AlphaCore Capital LLC | 0.04% | New | 54,972 | $1.9M |
| Canal Capital Management, LLC | 0.27% | Add +2.6% | 54,600 | $1.9M |
| Kennondale Capital Management LLC | 1.38% | No change | 53,329 | $1.9M |
| Grace & White Inc. | 0.33% | Reduce 0.0% | 52,325 | $1.8M |
| Blue Trust, Inc. | 0.02% | Reduce -10.2% | 49,783 | $1.8M |
| Intech Investment Management LLC | 0.02% | No change | 49,769 | $1.8M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -13.4% | 48,546 | $1.7M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -19.1% | 48,534 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.8% | 48,095 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +36.5% | 47,581 | $1.7M |
| Ategra Capital Management, LLC | 0.94% | Reduce -37.0% | 46,600 | $1.6M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -1.3% | 46,369 | $1.6M |
| MAI Capital Management | 0.01% | Add +25.4% | 46,099 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.8% | 44,730 | $1.6M |
| FMR LLC | 0.00% | Reduce -3.0% | 44,710 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.1% | 43,832 | $1.5M |
| Comerica Bank | 0.01% | Reduce -14.5% | 43,524 | $1.5M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -8.8% | 43,400 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +15.5% | 42,374 | $1.5M |
| Amalgamated Bank | 0.01% | Add +1.7% | 41,425 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -12.9% | 38,911 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.4% | 40,392 | $1.4M |
| Boothbay Fund Management, LLC | 0.04% | No change | 40,078 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -5.6% | 39,781 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -4.1% | 38,922 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.3% | 38,368 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +10.0% | 37,945 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +3.7% | 37,786 | $1.3M |
| Bontempo Ohly Capital Mgmt LLC | 0.57% | No change | 37,519 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 36,599 | $1.3M |
| HRT Financial LP | 0.00% | New | 36,498 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -18.9% | 36,041 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.8% | 35,283 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -11.0% | 35,266 | $1.2M |
| Accordant Advisory Group Inc | 0.86% | Reduce -2.9% | 35,178 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Add +2.4% | 34,716 | $1.2M |
| Beacon Investment Advisors LLC | 0.49% | Add +0.7% | 34,442 | $1.2M |
| Sovran Advisors, LLC | 0.10% | New | 31,386 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -6.2% | 32,762 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.6% | 32,556 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -51.3% | 29,240 | $1.1M |
| New York State Teachers Retirement System | 0.00% | No change | 31,460 | $1.1M |
| Teton Advisors, LLC | 0.75% | Reduce -5.3% | 30,500 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +2.4% | 30,450 | $1.1M |
| Connecticut Wealth Management, LLC | 0.05% | No change | 30,231 | $1.1M |
| AlphaQuest LLC | 0.06% | Add +0.2% | 30,170 | $1.1M |
| Dudley Capital Management, LLC | 0.45% | No change | 29,321 | $1.0M |
| Northwest Bancshares, Inc. | 0.19% | No change | 28,533 | $1.0M |
| TD Asset Management Inc | 0.00% | New | 26,922 | $950K |
| Voya Investment Management LLC | 0.00% | No change | 25,286 | $893K |
| MML Investors Services, LLC | 0.00% | Add +0.6% | 25,194 | $889K |
| Hennessy Advisors Inc. | 0.03% | Reduce -28.6% | 25,000 | $883K |
| US Bancorp \de | 0.00% | Reduce -10.4% | 24,940 | $880K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.2% | 24,008 | $848K |
| Guggenheim Capital LLC | 0.01% | Reduce -1.0% | 23,582 | $832K |
| Evermay Wealth Management LLC | 0.09% | Add +70.8% | 23,233 | $820K |
| Fidelis Capital Partners, LLC | 0.06% | Add +0.1% | 22,984 | $811K |
| Salomon & Ludwin, LLC | 0.07% | Add +26.8% | 22,182 | $802K |
| Amundi | 0.00% | Reduce -14.8% | 21,533 | $760K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.7% | 21,259 | $750K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +13.7% | 21,161 | $747K |
| Heritage Wealth Advisors | 0.03% | No change | 21,089 | $744K |
| Maryland State Retirement & Pension System | 0.02% | Add +1.7% | 20,835 | $735K |
| Profund Advisors LLC | 0.02% | Add +123.4% | 20,793 | $734K |
| New Age Alpha Advisors, LLC | 0.03% | Reduce -3.7% | 19,746 | $697K |
| Campbell Deegan Wealth Management, LLC | 0.55% | No change | 19,248 | $679K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -17.6% | 19,111 | $675K |
| Harbor Advisors LLC | 0.10% | No change | 18,644 | $658K |
| Renaissance Technologies | 0.00% | New | 18,302 | $646K |
| Fiduciary Trust Co | 0.01% | Reduce -2.8% | 18,245 | $644K |
| M&T Bank Corp | 0.00% | Add +6.0% | 16,859 | $595K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -4.2% | 16,781 | $592K |
| DRW Securities, LLC | 0.04% | New | 16,643 | $587K |
| Salzhauer Michael | 0.26% | No change | 16,578 | $585K |
| Neuberger Berman Group LLC | 0.00% | Add +14.0% | 16,354 | $577K |
| Trust Point Inc. | 0.05% | Reduce -2.0% | 16,312 | $576K |
| Mutual of America Capital Management LLC | 0.01% | Add +2.0% | 16,289 | $575K |
| Cwm, LLC | 0.00% | Add +0.9% | 16,157 | $570K |
| Vident Advisory, LLC | 0.01% | Reduce -1.4% | 15,928 | $562K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.6% | 15,849 | $559K |
| Gibbs Wealth Management | 0.13% | Reduce -5.1% | 14,783 | $553K |
| State of Wisconsin Investment Board | 0.00% | Reduce -31.3% | 15,590 | $550K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.5% | 15,496 | $547K |
| Taylor Financial Group, Inc. | 0.32% | No change | 15,206 | $537K |
| First National Advisers, LLC | 0.07% | Reduce -4.6% | 14,726 | $520K |
| Tred Avon Family Wealth, LLC | 0.17% | No change | 14,719 | $520K |
| Gilman Hill Asset Management, LLC | 0.08% | No change | 14,708 | $519K |
| NewEdge Advisors, LLC | 0.00% | Add +89.8% | 14,521 | $513K |
| HB Wealth Management, LLC | 0.00% | Add +1.0% | 14,388 | $508K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.4% | 14,308 | $505K |
| Uncommon Cents Investing LLC | 0.12% | No change | 14,240 | $503K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 14,048 | $496K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +131.7% | 14,013 | $495K |
| Pathstone Holdings, LLC | 0.00% | Reduce -13.3% | 13,817 | $488K |
| Westbourne Investments, Inc. | 0.22% | No change | 13,500 | $477K |
| Ledyard National Bank | 0.04% | No change | 13,478 | $476K |
| CIBC Asset Management Inc | 0.00% | Add +3.6% | 13,399 | $473K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.1% | 13,012 | $459K |
| D'Orazio & Associates, Inc. | 0.06% | Reduce -16.8% | 12,986 | $458K |
| Connable Office Inc. | 0.04% | No change | 12,975 | $458K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.6% | 12,902 | $455K |
| Capstone Investment Advisors, LLC | 0.00% | New | 12,726 | $449K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.9% | 12,548 | $443K |
| Nadler Financial Group, Inc. | 0.04% | No change | 12,325 | $435K |
| Portside Wealth Group, LLC | 0.06% | Add +13.9% | 12,163 | $429K |
| Summit Global Investments | 0.03% | Reduce -1.1% | 11,970 | $423K |
| Mercer Global Advisors Inc. | 0.00% | Add +33.4% | 11,850 | $418K |
| Intrust Bank NA | 0.03% | Add +17.9% | 11,843 | $418K |
| Vista Investment Management | 0.14% | Add +5.3% | 11,646 | $411K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.8% | 11,581 | $409K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,478 | $405K |
| Xponance LLC | 0.00% | Add +0.9% | 11,305 | $399K |
| Hopwood Financial Services, Inc. | 0.28% | Reduce -7.2% | 11,231 | $396K |
| &partners | 0.00% | Add +84.7% | 11,014 | $389K |
| STRS Ohio | 0.00% | Reduce -6.8% | 11,000 | $388K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.2% | 10,907 | $385K |
| Banque Pictet & Cie SA | 0.00% | Reduce -19.0% | 10,849 | $383K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.2% | 10,573 | $373K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.4% | 10,433 | $368K |
| Atria Investments, Inc | 0.00% | Reduce -4.1% | 10,413 | $368K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.6% | 10,353 | $365K |
| First Manhattan Co. Llc. | 0.00% | Reduce -54.2% | 10,320 | $364K |
| Brooklyn Investment Group | 0.02% | New | 10,025 | $362K |
| Bank of Montreal | 0.00% | Reduce -2.3% | 10,255 | $362K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -6.2% | 10,217 | $361K |
| Dover Advisors, LLC | 0.13% | Reduce -2.9% | 9,616 | $339K |
| Cibc World Markets Corp. | 0.00% | — | 9,438 | $333K |
| Choreo, LLC | 0.00% | Add +11.9% | 9,267 | $329K |
| Founders Financial Securities LLC | 0.02% | Reduce -23.6% | 9,180 | $324K |
| Equitable Holdings, Inc. | 0.00% | No change | 9,178 | $324K |
| Lafayette Investments, Inc. | 0.06% | Add +28.9% | 9,145 | $323K |
| Mackenzie Financial Corp. | 0.00% | Reduce -2.2% | 8,937 | $317K |
| Advisory Services Network, LLC | 0.00% | No change | 8,838 | $312K |
| Moors & Cabot, Inc. | 0.01% | Reduce -6.0% | 8,807 | $311K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -67.0% | 8,731 | $308K |
| Heritage Family Offices, LLP | 0.14% | Reduce -9.8% | 8,669 | $306K |
| SageView Advisory Group, LLC | 0.01% | Reduce -1.0% | 8,664 | $306K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.2% | 8,490 | $300K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,396 | $296K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.5% | 8,390 | $296K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.3% | 8,271 | $292K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.9% | 8,238 | $291K |
| Toth Financial Advisory Corp. | 0.03% | Add +31.5% | 8,210 | $290K |
| Princeton Capital Management LLC | 0.07% | No change | 8,000 | $282K |
| Global Retirement Partners, LLC | 0.01% | Add +87.0% | 7,985 | $282K |
| Diversified Trust Co. | 0.01% | No change | 7,895 | $279K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -3.4% | 7,602 | $268K |
| Integrated Investment Consultants, LLC | 0.05% | Add +0.0% | 7,597 | $268K |
| Glenmede Trust Co. NA | 0.00% | — | 7,507 | $265K |
| Hendershot Investments Inc. | 0.03% | No change | 7,444 | $263K |
| Corient Private Wealth LP | 0.00% | Add +3.8% | 7,408 | $262K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 7,268 | $257K |
| Quadrant Private Wealth Management, LLC | 0.04% | No change | 7,266 | $256K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,473 | $255K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 7,147 | $252K |
| Associated Banc-Corp | 0.01% | No change | 7,146 | $252K |
| Coldstream Capital Management Inc. | 0.00% | Add +21.8% | 7,081 | $250K |
| Abel Hall, LLC | 0.06% | New | 6,949 | $245K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 6,750 | $238K |
| Clearstead Advisors, LLC | 0.00% | No change | 6,715 | $237K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -9.0% | 6,549 | $231K |
| Argent Trust Co | 0.01% | New | 6,528 | $230K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 6,425 | $227K |
| Cresset Asset Management, LLC | 0.00% | Reduce -5.6% | 6,400 | $226K |
| Quadrant Capital Group LLC | 0.01% | Add +106.3% | 6,354 | $224K |
| Parkside Investments, LLC | 0.03% | Add +1.1% | 6,315 | $223K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 6,314 | $223K |
| Caprock Group, LLC | 0.00% | New | 6,313 | $223K |
| PCM Encore, LLC | 0.05% | — | 6,284 | $222K |
| GAMMA Investing LLC | 0.01% | Add +22.8% | 6,280 | $222K |
| Partners in Financial Planning | 0.04% | Add +0.2% | 6,238 | $220K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | New | 6,192 | $219K |
| Regions Financial Corp. | 0.00% | Add +5.0% | 6,166 | $218K |
| Vise Technologies, Inc. | 0.00% | New | 6,139 | $217K |
| Savant Capital, LLC | 0.00% | New | 6,043 | $213K |
| Claris Financial LLC | 0.11% | Reduce -6.8% | 5,962 | $210K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -46.3% | 5,899 | $208K |
| Legacy Capital Wealth Partners, LLC | 0.04% | Reduce -5.6% | 5,879 | $208K |
| Wealthspire Advisors, LLC | 0.00% | Add +11.4% | 5,866 | $207K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 5,826 | $206K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.1% | 5,786 | $204K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -42.7% | 5,231 | $185K |
| Allworth Financial LP | 0.00% | Add +2.3% | 5,056 | $178K |
| SouthState Bank Corp | 0.01% | No change | 4,335 | $153K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 4,285 | $151K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -25.4% | 4,227 | $149K |
| KBC Group NV | 0.00% | No change | 3,998 | $141K |
| Cascades Capital Asset Management, LLC | 0.05% | Reduce -38.3% | 3,528 | $125K |
| CoreCap Advisors, LLC | 0.00% | Reduce -40.1% | 3,454 | $122K |
| Danske Bank A/S | 0.00% | No change | 3,400 | $120K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +724.5% | 3,331 | $118K |
| Smartleaf Asset Management LLC | 0.00% | Add +70.2% | 3,307 | $118K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 3,309 | $117K |
| Inspire Investing, LLC | 0.01% | New | 3,255 | $115K |
| Signaturefd, LLC | 0.00% | Reduce -7.2% | 3,200 | $113K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 3,089 | $109K |
| Scarborough Advisors, LLC | 0.02% | Add +0.9% | 2,829 | $100K |
| Concord Wealth Partners | 0.01% | No change | 2,728 | $96K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.7% | 2,632 | $93K |
| Spire Wealth Management | 0.00% | No change | 2,524 | $89K |
| Aquatic Capital Management LLC | 0.00% | Reduce -90.2% | 2,426 | $86K |
| Farther Finance Advisors, LLC | 0.00% | Add +138.9% | 2,064 | $73K |
| Fifth Third Bancorp | 0.00% | Add +5.9% | 1,985 | $70K |
| Versant Capital Management, Inc | 0.01% | Add +5.2% | 1,708 | $60K |
| UMB Bank, n.a. | 0.00% | Reduce -0.1% | 1,658 | $59K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,533 | $54K |
| Financial Consulate, Inc. | 0.01% | Reduce -71.1% | 1,354 | $48K |
| Huntington National Bank | 0.00% | Reduce -0.2% | 1,275 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -15.7% | 1,226 | $43K |
| Covestor Ltd | 0.02% | Reduce -10.9% | 1,180 | $42K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.8% | 1,164 | $41K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 1,101 | $39K |
| Curio Wealth, LLC | 0.01% | No change | 900 | $33K |
| Bessemer Group Inc. | 0.00% | Add +16.4% | 832 | $29K |
| Westside Investment Management, Inc. | 0.00% | No change | 780 | $28K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 766 | $27K |
| Parallel Advisors, LLC | 0.00% | No change | 758 | $27K |
| IFP Advisors, Inc | 0.00% | Add +362.5% | 740 | $26K |
| Lanark Financial, Inc. | 0.00% | No change | 737 | $26K |
| Essential Partners LLC | 0.01% | Add +6.6% | 731 | $26K |
| Arax Advisory Partners | 0.00% | Reduce -80.2% | 720 | $25K |
| Private Trust Co. NA | 0.00% | Add +26.1% | 719 | $25K |
| Wellington-Altus USA Inc. | 0.02% | — | 701 | $25K |
| Sound Income Strategies, LLC | 0.00% | New | 601 | $23K |
| Torren Management, LLC | 0.01% | — | 603 | $21K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 545 | $19K |
| Los Angeles Capital Management LLC | 0.00% | New | 590 | $19K |
| Advisors Asset Management, Inc. | 0.00% | New | 505 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Add +74.5% | 485 | $17K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.6% | 438 | $15K |
| Assetmark, Inc. | 0.00% | Add +11.3% | 394 | $14K |
| Kemnay Advisory Services Inc. | 0.00% | New | 385 | $14K |
| Crewe Advisors LLC | 0.00% | Add +11.5% | 359 | $13K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 328 | $12K |
| Root Financial Partners, LLC | 0.00% | Add +39.0% | 292 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +15.2% | 280 | $10K |
| First United Bank & Trust | 0.00% | No change | 270 | $10K |
| Red Tortoise LLC | 0.00% | No change | 243 | $9K |
| First Horizon Corp. | 0.00% | No change | 240 | $8K |
| Towne Trust Company, N.A | 0.00% | No change | 217 | $8K |
| Optiver Holding B.V. | 0.00% | Reduce -63.5% | 213 | $8K |
| Rothschild Investment LLC | 0.00% | Add +13.0% | 209 | $7K |
| DV Trading LLC | 0.00% | — | 200 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 194 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 190 | $7K |
| Fortitude Family Office, LLC | 0.00% | No change | 166 | $6K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -8.8% | 156 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 152 | $5K |
| MH & Associates Securities Management Corp. | 0.00% | — | 135 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 98 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -1.1% | 89 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +58.8% | 81 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 77 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -3.9% | 74 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 70 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +67.5% | 67 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 67 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 56 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 52 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +8.7% | 50 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 39 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 38 | $1K |
| Ankerstar Wealth, LLC | 0.00% | — | 25 | $883 |
| CENTRAL TRUST Co | 0.00% | New | 20 | $706 |
| Kilter Group LLC | 0.00% | Reduce -60.5% | 17 | $601 |
| Signature Equity Partners, LLC | 0.00% | — | 17 | $600 |
| CVA Family Office, LLC | 0.00% | New | 15 | $530 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +7.7% | 14 | $495 |
| Gilpin Wealth Management, LLC | 0.00% | — | 12 | $424 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +150.0% | 10 | $353 |
| Harbour Investments, Inc. | 0.00% | New | 9 | $318 |
| SJS Investment Consulting Inc. | 0.00% | No change | 9 | $318 |
| HFM Investment Advisors, LLC | 0.00% | Add +33.3% | 8 | $283 |
| Nemes Rush Group LLC | 0.00% | New | 6 | $212 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -100.0% | 5 | $177 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 4 | $141 |
| Optima Capital LLC | 0.00% | New | 3 | $106 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $104 |
"% of holder's portfolio" is AUB's weight in each manager's 13F, not the share of Atlantic Union Bankshares Co. the manager owns.