Atlantic Union BanksharesAUB
13F holders, Q1 2026 (March 31)435holders +23
56new positions
33sold out
4famous investors
$35.73avg. 13F price*
At the end of Q1 2026, 435 institutions reported holding Atlantic Union Bankshares Co. (AUB) in their 13F filings, up 23 from Q4 2025. 56 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($734.7M), Vanguard Portfolio Management LLC ($312.0M) and Dimensional Fund Advisors LP ($272.9M). 4 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $31.0M |
| Exits | 33 | $58.7M |
All 13F filers, Q4 2025 → Q1 2026: 7,886,174 shares bought and 6,413,731 shares sold, net +1,472,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 435 holders
| BlackRock, Inc. | 0.01% | Add +0.0% | 20,557,827 | $734.7M |
| Vanguard Portfolio Management LLC | 0.02% | — | 8,729,234 | $312.0M |
| Dimensional Fund Advisors LP | 0.06% | Add +1.4% | 7,635,464 | $272.9M |
| State Street Corp. | 0.01% | Add +3.2% | 7,367,487 | $263.3M |
| Vanguard Capital Management LLC | 0.01% | — | 6,367,334 | $227.6M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Add +93.5% | 4,769,963 | $170.5M |
| North Reef Capital Management LP | 5.27% | Reduce -6.3% | 4,285,000 | $153.1M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 3,488,806 | $124.7M |
| Franklin Resources Inc. | 0.03% | Add +3.6% | 3,358,989 | $120.1M |
| Earnest Partners LLC | 0.36% | Reduce -2.6% | 2,455,989 | $87.8M |
| Congress Asset Management Co. | 0.57% | Add +14.1% | 2,241,874 | $80.1M |
| American Century Companies Inc. | 0.04% | Reduce -1.7% | 2,204,736 | $78.8M |
| Westwood Holdings Group Inc. | 0.52% | Reduce -1.7% | 1,994,507 | $71.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.4% | 1,780,345 | $63.6M |
| Ameriprise Financial Inc. | 0.01% | Add +4.6% | 1,776,786 | $63.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -11.6% | 1,573,521 | $56.2M |
| GW&K Investment Management, LLC | 0.49% | Reduce -2.9% | 1,562,111 | $55.8M |
| Systematic Financial Management LP | 1.26% | Reduce -0.7% | 1,533,559 | $54.8M |
| Morgan Stanley | 0.00% | Reduce -4.6% | 1,484,007 | $53.0M |
| Northern Trust Corp. | 0.01% | Add +3.7% | 1,436,305 | $51.3M |
| Thrivent Financial for Lutherans | 0.10% | Add +0.4% | 1,418,385 | $50.7M |
| William Blair Investment Management, LLC | 0.16% | Add +24.2% | 1,380,238 | $49.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.7% | 1,341,139 | $47.9M |
| Nuveen, LLC | 0.01% | Add +0.9% | 1,337,337 | $47.8M |
| Invesco Ltd. | 0.00% | Reduce -10.4% | 991,953 | $35.5M |
| Principal Financial Group Inc. | 0.02% | Add +40.1% | 951,373 | $34.0M |
| Balyasny Asset Management L.P. | 0.07% | Add +53.5% | 930,726 | $33.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 918,421 | $32.8M |
| Bank of America Corp. | 0.00% | Add +53.4% | 886,978 | $31.7M |
| Fort Washington Investment Advisors Inc. | 0.16% | Add +36.8% | 829,469 | $29.6M |
| London Co. of Virginia | 0.18% | Reduce -3.2% | 820,010 | $29.3M |
| DAVENPORT & Co LLC | 0.16% | Add +3.1% | 784,472 | $28.0M |
| Atlantic Union Bankshares Corp | 0.51% | Reduce -9.7% | 747,323 | $26.7M |
| Stieven Capital Advisors, L.P. | 5.65% | Reduce -0.3% | 740,157 | $26.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.2% | 659,998 | $23.6M |
| Tributary Capital Management, LLC | 2.22% | Reduce -2.9% | 638,899 | $22.8M |
| Verity & Verity, LLC | 1.66% | Add +20.4% | 623,717 | $22.3M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.07% | Add +418.9% | 616,040 | $22.0M |
| Wellington Management Group LLP | 0.00% | Reduce -2.3% | 597,076 | $21.3M |
| Schroder Investment Management Group | 0.02% | Reduce -33.7% | 586,438 | $20.3M |
| Aristotle Capital Boston, LLC | 1.20% | Reduce -13.7% | 541,900 | $19.4M |
| Public Sector Pension Investment Board | 0.06% | Add +2.8% | 507,217 | $18.1M |
| UBS Group AG | 0.00% | Add +0.2% | 476,310 | $17.0M |
| Sei Investments Co. | 0.02% | Add +30.8% | 460,912 | $16.5M |
| Kennedy Capital Management LLC | 0.33% | Reduce -1.3% | 429,501 | $15.4M |
| Rhumbline Advisers | 0.01% | Add +1.6% | 403,399 | $14.4M |
| Fisher Asset Management | 0.00% | Reduce -0.0% | 360,253 | $12.9M |
| JPMorgan Chase & Co. | 0.00% | Add +48.0% | 357,501 | $12.4M |
| Legal & General Group Plc | 0.00% | Reduce -7.9% | 328,048 | $11.7M |
| First Trust Advisors LP | 0.01% | Add +18.8% | 322,737 | $11.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.2% | 307,830 | $11.0M |
| Wells Fargo & Company | 0.00% | Reduce -32.6% | 303,733 | $10.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -12.1% | 295,072 | $10.4M |
| Squarepoint Ops LLC | 0.02% | Add +377.2% | 290,733 | $10.4M |
| Swiss National Bank | 0.01% | Add +0.4% | 282,028 | $10.1M |
| AQR Capital Management | 0.00% | Add +0.5% | 276,944 | $9.9M |
| Pinnacle Associates Ltd. | 0.12% | Add +1.1% | 259,147 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.7% | 258,402 | $9.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -10.1% | 249,679 | $8.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.3% | 246,277 | $8.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -29.0% | 217,553 | $7.8M |
| ProShare Advisors LLC | 0.01% | Reduce -1.5% | 196,878 | $7.0M |
| Basswood Capital Management, L.L.C. | 0.35% | No change | 190,680 | $6.8M |
| Royal Bank of Canada | 0.00% | Reduce -8.3% | 184,404 | $6.6M |
| GAMCO Investors | 0.06% | Reduce -3.2% | 181,207 | $6.5M |
| Phocas Financial Corp. | 0.93% | Add +56.2% | 165,445 | $5.9M |
| California State Teachers Retirement System | 0.01% | Add +21.0% | 164,102 | $5.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.7% | 151,761 | $5.4M |
| Peregrine Capital Management LLC | 0.20% | Reduce -8.8% | 151,340 | $5.4M |
| LPL Financial LLC | 0.00% | Add +4.6% | 145,473 | $5.2M |
| Prudential Financial Inc. | 0.01% | Add +8.7% | 144,997 | $5.2M |
| Gabelli Funds LLC | 0.04% | Add +18.6% | 143,392 | $5.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 141,003 | $5.0M |
| Homestead Advisers Corp | 0.13% | No change | 139,492 | $5.0M |
| Stifel Financial Corp. | 0.00% | Add +3.4% | 139,241 | $5.0M |
| Citigroup Inc. | 0.00% | Reduce -6.3% | 138,751 | $5.0M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -12.3% | 131,000 | $4.7M |
| Two Sigma Investments, LP | 0.00% | Add +13.5% | 130,328 | $4.7M |
| Deutsche Bank AG | 0.00% | Add +10.5% | 126,991 | $4.5M |
| HSBC Holdings PLC | 0.00% | Add +19.5% | 127,030 | $4.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.0% | 123,288 | $4.4M |
| Quantinno Capital Management LP | 0.01% | Add +3.0% | 115,089 | $4.1M |
| Interval Partners, LP | 0.14% | New | 112,921 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +177.3% | 111,998 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Add +197.3% | 112,823 | $3.9M |
| Bessemer Group Inc. | 0.01% | Add +12923.8% | 108,358 | $3.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -3.9% | 107,211 | $3.8M |
| Lazard Asset Management LLC | 0.01% | Reduce -21.8% | 106,922 | $3.8M |
| Murchinson Ltd. | 1.54% | No change | 106,874 | $3.8M |
| Curi Capital, LLC | 0.07% | No change | 106,595 | $3.8M |
| Cerity Partners LLC | 0.01% | Add +7.6% | 104,194 | $3.7M |
| Mendon Capital Advisors Corp. | 1.39% | No change | 100,000 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -12.8% | 99,320 | $3.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.2% | 97,424 | $3.5M |
| Creative Planning | 0.00% | Add +7.4% | 96,550 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 96,043 | $3.4M |
| Royce & Associates LP | 0.03% | No change | 94,091 | $3.4M |
| Picton Mahoney Asset Management | 0.03% | New | 92,720 | $3.3M |
| Barclays PLC | 0.00% | Reduce -66.3% | 92,451 | $3.3M |
| 1492 Capital Management LLC | 1.24% | Add +40.8% | 91,151 | $3.3M |
| Jain Global LLC | 0.04% | New | 89,812 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -10.5% | 89,362 | $3.2M |
| Martin & Co. Inc. | 0.54% | Add +1.8% | 87,931 | $3.1M |
| Brown Advisory Inc. | 0.01% | Reduce -9.1% | 87,725 | $3.1M |
| Vanguard Global Advisers, LLC | 0.00% | — | 87,442 | $3.1M |
| Wills Financial Group LLC | 1.09% | Add +22.5% | 79,169 | $2.9M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -11.7% | 79,434 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.2% | 78,375 | $2.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -87.5% | 77,875 | $2.8M |
| Illinois Municipal Retirement Fund | 0.04% | Add +6.1% | 77,096 | $2.8M |
| Inspire Advisors, LLC | 0.22% | Reduce -16.0% | 76,855 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -3.3% | 75,817 | $2.7M |
| TD Asset Management Inc | 0.00% | Add +180.2% | 75,432 | $2.7M |
| New York State Common Retirement Fund | 0.00% | Add +24.6% | 74,229 | $2.7M |
| FJ Capital Management LLC | 0.29% | New | 72,243 | $2.6M |
| First National Bank of Omaha | 0.08% | Reduce -8.4% | 71,880 | $2.6M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -0.5% | 71,257 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 68,366 | $2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.0% | 66,902 | $2.4M |
| Man Group plc | 0.01% | Reduce -25.4% | 66,023 | $2.4M |
| Janus Henderson Group PLC | 0.00% | No change | 65,490 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.8% | 65,339 | $2.3M |
| Westbourne Investments, Inc. | 1.10% | Add +379.7% | 64,758 | $2.3M |
| Commerce Bank | 0.01% | New | 64,539 | $2.3M |
| Oliver Luxxe Assets LLC | 0.34% | Reduce -0.1% | 64,342 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -3.7% | 62,900 | $2.2M |
| Wesbanco Bank Inc. | 0.06% | No change | 62,700 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +30.6% | 62,165 | $2.2M |
| Smith Salley Wealth Management | 0.11% | Reduce -0.0% | 62,147 | $2.2M |
| Hantz Financial Services, Inc. | 0.03% | Add +12.2% | 62,122 | $2.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +932.6% | 60,575 | $2.2M |
| State of Tennessee, Department of Treasury | 0.01% | Add +97.3% | 57,696 | $2.1M |
| AlphaCore Capital LLC | 0.05% | Reduce -0.8% | 54,503 | $1.9M |
| Canal Capital Management, LLC | 0.26% | Reduce -0.7% | 54,223 | $1.9M |
| Kennondale Capital Management LLC | 1.37% | No change | 53,329 | $1.9M |
| Holocene Advisors, LP | 0.00% | Reduce -28.2% | 52,614 | $1.9M |
| Grace & White Inc. | 0.33% | No change | 52,325 | $1.9M |
| Dana Investment Advisors, Inc. | 0.05% | Add +3.0% | 50,010 | $1.8M |
| FMR LLC | 0.00% | Add +9.3% | 48,874 | $1.7M |
| Jackson Creek Investment Advisors LLC | 0.51% | New | 48,213 | $1.7M |
| Inspire Investing, LLC | 0.10% | Add +1372.0% | 47,912 | $1.7M |
| Fifth Third Bancorp | 0.00% | Add +2292.8% | 47,497 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.7% | 47,285 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +9.8% | 46,539 | $1.7M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 46,369 | $1.7M |
| Mariner, LLC | 0.00% | Add +28.1% | 46,160 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -4.9% | 46,134 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.4% | 44,555 | $1.6M |
| Harbor Capital Advisors, Inc. | 0.13% | Add +9858.2% | 43,617 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -7.3% | 42,717 | $1.5M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -3.2% | 42,000 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +466.3% | 41,954 | $1.5M |
| Sovran Advisors, LLC | 0.12% | Add +25.0% | 39,232 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +6.5% | 40,869 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -1.7% | 40,705 | $1.5M |
| Boothbay Fund Management, LLC | 0.03% | No change | 40,078 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.6% | 39,618 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -1.6% | 39,166 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 38,922 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.05% | New | 38,629 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.2% | 38,459 | $1.4M |
| Gsa Capital Partners LLP | 0.08% | New | 38,196 | $1.4M |
| Focus Partners Wealth | 0.00% | Reduce -0.1% | 37,731 | $1.3M |
| Bontempo Ohly Capital Mgmt LLC | 0.60% | No change | 37,519 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 36,599 | $1.3M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 35,553 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 35,266 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.6% | 35,061 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | No change | 34,716 | $1.2M |
| Beacon Investment Advisors LLC | 0.46% | Reduce -0.7% | 34,202 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +1.4% | 33,204 | $1.2M |
| Amundi | 0.00% | Add +50.8% | 32,469 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.3% | 32,456 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -36.0% | 31,854 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +3.0% | 31,350 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +96.0% | 31,064 | $1.1M |
| Vident Advisory, LLC | 0.01% | Add +93.9% | 30,890 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -45.6% | 30,076 | $1.1M |
| Connecticut Wealth Management, LLC | 0.05% | No change | 30,231 | $1.1M |
| Teton Advisors, LLC | 0.75% | Reduce -1.6% | 30,000 | $1.1M |
| Brooklyn Investment Group | 0.03% | Add +196.0% | 29,674 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -47.1% | 29,537 | $1.1M |
| Dudley Capital Management, LLC | 0.46% | No change | 29,321 | $1.0M |
| Passive Capital Management, LLC. | 0.31% | New | 29,123 | $1.0M |
| Northwest Bancshares, Inc. | 0.20% | No change | 28,533 | $1.0M |
| New York State Teachers Retirement System | 0.00% | Reduce -14.5% | 26,904 | $962K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.9% | 25,184 | $900K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +18.6% | 25,105 | $897K |
| Evermay Wealth Management LLC | 0.10% | Add +7.8% | 25,033 | $895K |
| US Bancorp \de | 0.00% | Reduce -2.7% | 24,276 | $868K |
| Gibbs Wealth Management | 0.11% | Add +64.2% | 24,267 | $867K |
| Voya Investment Management LLC | 0.00% | Reduce -4.1% | 24,238 | $866K |
| Millennium Management | 0.00% | Reduce -71.9% | 23,947 | $856K |
| iSAM Funds (UK) Ltd | 0.41% | New | 23,382 | $836K |
| Neuberger Berman Group LLC | 0.00% | Add +40.7% | 23,010 | $822K |
| Fidelis Capital Partners, LLC | 0.06% | Reduce -0.4% | 22,885 | $818K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.6% | 22,667 | $810K |
| Salomon & Ludwin, LLC | 0.07% | No change | 22,182 | $801K |
| MML Investors Services, LLC | 0.00% | Reduce -12.4% | 22,070 | $789K |
| State of Wisconsin Investment Board | 0.00% | Add +38.2% | 21,541 | $770K |
| Heritage Wealth Advisors | 0.03% | No change | 21,089 | $754K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -0.9% | 20,652 | $738K |
| M&T Bank Corp | 0.00% | Add +20.8% | 20,363 | $728K |
| New Age Alpha Advisors, LLC | 0.03% | Reduce -2.4% | 19,268 | $689K |
| Campbell Deegan Wealth Management, LLC | 0.55% | No change | 19,248 | $688K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 19,111 | $683K |
| Guggenheim Capital LLC | 0.01% | Reduce -20.6% | 18,720 | $669K |
| Harbor Advisors LLC | 0.10% | No change | 18,644 | $666K |
| Brevan Howard Capital Management LP | 0.01% | New | 18,292 | $654K |
| Trust Point Inc. | 0.05% | Add +7.4% | 17,522 | $626K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -0.4% | 16,714 | $597K |
| Salzhauer Michael | 0.28% | No change | 16,578 | $592K |
| Cwm, LLC | 0.00% | Add +2.4% | 16,544 | $591K |
| NewEdge Advisors, LLC | 0.00% | Add +13.8% | 16,520 | $590K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.4% | 16,225 | $580K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 16,053 | $574K |
| GTS Securities LLC | 0.02% | New | 16,032 | $573K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 15,307 | $547K |
| Taylor Financial Group, Inc. | 0.33% | Reduce -1.0% | 15,056 | $538K |
| Tred Avon Family Wealth, LLC | 0.18% | No change | 14,719 | $526K |
| Gilman Hill Asset Management, LLC | 0.08% | No change | 14,708 | $526K |
| Mirabella Financial Services LLP | 0.05% | New | 14,405 | $515K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 14,048 | $502K |
| Uncommon Cents Investing LLC | 0.12% | Reduce -1.6% | 14,015 | $501K |
| Pathstone Holdings, LLC | 0.00% | Add +0.8% | 13,930 | $498K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.5% | 13,573 | $485K |
| Ledyard National Bank | 0.04% | No change | 13,478 | $482K |
| Xponance LLC | 0.00% | Add +19.0% | 13,451 | $481K |
| Centiva Capital, LP | 0.02% | New | 13,402 | $479K |
| Segall Bryant & Hamill, LLC | 0.01% | New | 13,325 | $476K |
| Intrust Bank NA | 0.04% | Add +11.7% | 13,227 | $473K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.8% | 13,129 | $469K |
| Vista Investment Management | 0.16% | Add +11.6% | 12,991 | $464K |
| D'Orazio & Associates, Inc. | 0.06% | No change | 12,986 | $464K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.1% | 12,981 | $464K |
| First National Advisers, LLC | 0.07% | Reduce -11.9% | 12,975 | $464K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +147.4% | 12,943 | $463K |
| Geneos Wealth Management Inc. | 0.01% | Add +1.7% | 12,764 | $456K |
| Accordant Advisory Group Inc | 0.28% | Reduce -64.1% | 12,635 | $452K |
| Portside Wealth Group, LLC | 0.06% | Add +3.2% | 12,549 | $449K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.7% | 12,489 | $446K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -11.0% | 12,474 | $446K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.4% | 12,441 | $445K |
| Benjamin Edwards Inc. | 0.00% | New | 12,348 | $441K |
| Nadler Financial Group, Inc. | 0.04% | No change | 12,325 | $440K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 11,581 | $414K |
| Bank of Montreal | 0.00% | Add +12.7% | 11,560 | $413K |
| XTX Topco Ltd | 0.01% | New | 11,516 | $412K |
| Summit Global Investments | 0.02% | Reduce -4.2% | 11,463 | $410K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,478 | $410K |
| Snowden Capital Advisors LLC | 0.01% | Add +5.0% | 11,448 | $409K |
| Choreo, LLC | 0.01% | Add +22.2% | 11,327 | $405K |
| Hopwood Financial Services, Inc. | 0.27% | No change | 11,231 | $401K |
| HB Wealth Management, LLC | 0.00% | Reduce -22.7% | 11,117 | $397K |
| Connable Office Inc. | 0.04% | Reduce -16.4% | 10,847 | $388K |
| &partners | 0.00% | Reduce -2.3% | 10,758 | $384K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.9% | 10,632 | $380K |
| Profund Advisors LLC | 0.01% | Reduce -49.1% | 10,581 | $378K |
| First Manhattan Co. Llc. | 0.00% | No change | 10,320 | $369K |
| Atria Investments, Inc | 0.00% | Reduce -2.8% | 10,122 | $362K |
| STRS Ohio | 0.00% | Reduce -9.1% | 10,000 | $357K |
| Founders Financial Securities LLC | 0.02% | No change | 9,180 | $356K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 9,760 | $349K |
| Walleye Capital LLC | 0.00% | New | 9,726 | $348K |
| Integrated Wealth Concepts LLC | 0.00% | Add +17.3% | 9,660 | $345K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -9.2% | 9,282 | $332K |
| Wolfstich Capital, LLC | 0.29% | New | 9,450 | $328K |
| Lafayette Investments, Inc. | 0.07% | No change | 9,145 | $327K |
| Abel Hall, LLC | 0.07% | Add +31.1% | 9,111 | $326K |
| Equitable Holdings, Inc. | 0.00% | No change | 9,178 | $324K |
| Swiss Life Asset Management Ltd | 0.00% | Add +39.9% | 8,987 | $321K |
| Csenge Advisory Group | 0.01% | New | 8,805 | $315K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 8,731 | $312K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.1% | 8,657 | $309K |
| Fiduciary Trust Co | 0.00% | Reduce -52.8% | 8,606 | $308K |
| Diversified Trust Co. | 0.01% | Add +8.6% | 8,576 | $307K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.2% | 8,504 | $304K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,396 | $300K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.1% | 8,384 | $300K |
| Advisory Services Network, LLC | 0.00% | Reduce -5.6% | 8,343 | $298K |
| CIBC Bancorp USA Inc. | 0.00% | — | 8,321 | $297K |
| Marshall Wace, LLP | 0.00% | Reduce -94.6% | 8,258 | $295K |
| Stokes Capital Advisors, LLC | 0.07% | New | 8,250 | $295K |
| DNB Asset Management AS | 0.00% | New | 8,142 | $291K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +37.1% | 8,087 | $289K |
| Princeton Capital Management LLC | 0.08% | No change | 8,000 | $286K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -24.5% | 7,983 | $285K |
| Farringdon Capital, Ltd. | 0.06% | New | 7,951 | $284K |
| DRW Securities, LLC | 0.02% | Reduce -52.8% | 7,858 | $281K |
| SIMA Wealth Partners, LLC | 0.21% | New | 7,679 | $274K |
| Argent Trust Co | 0.01% | Add +17.5% | 7,670 | $274K |
| Glenmede Trust Co. NA | 0.00% | Add +1.5% | 7,618 | $272K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -1.2% | 7,505 | $268K |
| Hendershot Investments Inc. | 0.04% | No change | 7,444 | $266K |
| Quadrant Private Wealth Management, LLC | 0.04% | No change | 7,266 | $260K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -30.2% | 7,230 | $258K |
| SummitTX Capital, L.P. | 0.01% | New | 7,214 | $258K |
| Associated Banc-Corp | 0.01% | No change | 7,146 | $255K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +0.0% | 7,150 | $255K |
| Keybank National Association | 0.00% | New | 6,968 | $249K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,473 | $246K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -0.3% | 6,732 | $241K |
| GAMMA Investing LLC | 0.01% | Add +6.0% | 6,657 | $238K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +0.0% | 6,550 | $234K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,540 | $234K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.7% | 6,536 | $234K |
| Cresset Asset Management, LLC | 0.00% | Add +1.9% | 6,525 | $233K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -20.7% | 6,510 | $233K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 6,438 | $230K |
| PCM Encore, LLC | 0.05% | Add +1.5% | 6,376 | $228K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 6,314 | $226K |
| Caprock Group, LLC | 0.01% | Reduce -0.2% | 6,303 | $225K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.0% | 6,290 | $225K |
| Partners in Financial Planning | 0.04% | Add +0.2% | 6,250 | $223K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 6,192 | $221K |
| Regions Financial Corp. | 0.00% | Reduce -1.4% | 6,083 | $217K |
| Sage Rhino Capital LLC | 0.04% | New | 6,081 | $217K |
| Vise Technologies, Inc. | 0.00% | No change | 6,139 | $217K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -14.7% | 6,040 | $216K |
| Claris Financial LLC | 0.12% | Add +0.0% | 5,963 | $213K |
| Harvest Investment Services, LLC | 0.04% | New | 5,876 | $210K |
| Empowered Funds, LLC | 0.00% | New | 5,846 | $209K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,823 | $208K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.0% | 5,787 | $207K |
| Norden Group LLC | 0.02% | New | 5,739 | $205K |
| SG Americas Securities, LLC | 0.00% | Reduce -99.6% | 5,742 | $205K |
| Savant Capital, LLC | 0.00% | Reduce -5.1% | 5,735 | $205K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -21.9% | 5,677 | $203K |
| Central Pacific Bank - Trust Division | 0.03% | Add +27.7% | 5,397 | $193K |
| KBC Group NV | 0.00% | Add +26.2% | 5,045 | $180K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.6% | 4,868 | $174K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.7% | 4,741 | $169K |
| SouthState Bank Corp | 0.01% | No change | 4,335 | $155K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 3,309 | $118K |
| Harbour Investments, Inc. | 0.00% | Add +36144.4% | 3,262 | $117K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +4.8% | 3,238 | $116K |
| Cascades Capital Asset Management, LLC | 0.05% | Reduce -8.5% | 3,228 | $115K |
| Signaturefd, LLC | 0.00% | Reduce -2.2% | 3,129 | $112K |
| Main Street Group, LTD | 0.04% | New | 3,079 | $110K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,912 | $104K |
| Versant Capital Management, Inc | 0.01% | Add +68.2% | 2,873 | $103K |
| Scarborough Advisors, LLC | 0.01% | Add +0.8% | 2,852 | $102K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 2,633 | $94K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -19.2% | 2,671 | $93K |
| Spire Wealth Management | 0.00% | No change | 2,524 | $90K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 2,507 | $90K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,375 | $85K |
| Horizon Investments, LLC | 0.00% | New | 2,375 | $85K |
| CoreCap Advisors, LLC | 0.00% | Reduce -33.0% | 2,316 | $83K |
| Advisors Asset Management, Inc. | 0.00% | Add +259.8% | 1,817 | $65K |
| UMB Bank, n.a. | 0.00% | Add +3.7% | 1,719 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -23.6% | 1,578 | $57K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +25.9% | 1,544 | $55K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,533 | $55K |
| Blue Trust, Inc. | 0.00% | Reduce -97.3% | 1,320 | $47K |
| Huntington National Bank | 0.00% | Add +0.6% | 1,283 | $46K |
| Wellington-Altus USA Inc. | 0.02% | Add +36.4% | 956 | $40K |
| Curio Wealth, LLC | 0.01% | Add +0.1% | 901 | $32K |
| Mather Group, Llc. | 0.00% | New | 884 | $32K |
| Kemnay Advisory Services Inc. | 0.00% | Add +119.2% | 844 | $30K |
| Parallel Advisors, LLC | 0.00% | Add +8.3% | 821 | $29K |
| Financial Consulate, Inc. | 0.00% | Reduce -39.9% | 814 | $29K |
| Westside Investment Management, Inc. | 0.00% | No change | 780 | $28K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 766 | $27K |
| IFP Advisors, Inc | 0.00% | No change | 740 | $26K |
| Lanark Financial, Inc. | 0.00% | No change | 737 | $26K |
| Essential Partners LLC | 0.01% | No change | 731 | $26K |
| Private Trust Co. NA | 0.00% | No change | 719 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +1.0% | 607 | $22K |
| Los Angeles Capital Management LLC | 0.00% | No change | 590 | $21K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 569 | $20K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +0.9% | 550 | $20K |
| Crewe Advisors LLC | 0.00% | Add +46.0% | 524 | $19K |
| Parkside Financial Bank & Trust | 0.00% | Add +4.1% | 505 | $18K |
| Destiny Wealth Partners, LLC | 0.00% | New | 505 | $18K |
| Arax Advisory Partners | 0.00% | Reduce -36.0% | 461 | $16K |
| Root Financial Partners, LLC | 0.00% | Add +53.4% | 448 | $16K |
| Covestor Ltd | 0.01% | Reduce -60.9% | 462 | $16K |
| Assetmark, Inc. | 0.00% | Add +5.8% | 417 | $15K |
| Danske Bank A/S | 0.00% | Reduce -88.2% | 400 | $14K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 365 | $13K |
| Bare Financial Services, Inc | 0.00% | Add +30.4% | 365 | $13K |
| Allworth Financial LP | 0.00% | Reduce -93.2% | 343 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 328 | $12K |
| First United Bank & Trust | 0.00% | No change | 270 | $10K |
| Rothschild Investment LLC | 0.00% | Add +21.5% | 254 | $9K |
| Optiver Holding B.V. | 0.00% | Add +17.8% | 251 | $9K |
| Red Tortoise LLC | 0.00% | No change | 243 | $9K |
| First Horizon Corp. | 0.00% | No change | 240 | $9K |
| Ares Financial Consulting, LLC | 0.01% | New | 228 | $8K |
| Towne Trust Company, N.A | 0.00% | No change | 217 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +9.3% | 212 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +21.7% | 202 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 190 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 166 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +219.2% | 166 | $6K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +3.2% | 161 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 152 | $5K |
| MH & Associates Securities Management Corp. | 0.00% | No change | 135 | $5K |
| Bell Investment Advisors, Inc | 0.00% | New | 130 | $5K |
| True Wealth Design, LLC | 0.00% | No change | 89 | $3K |
| CVA Family Office, LLC | 0.00% | Add +473.3% | 86 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 81 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 77 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +7.1% | 75 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 74 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 67 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 56 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +10.0% | 55 | $2K |
| Salem Investment Counselors Inc. | 0.00% | New | 54 | $2K |
| TD Capital Management LLC | 0.00% | New | 52 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 51 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -35.8% | 43 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 39 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 38 | $1K |
| Simplex Trading, LLC | 0.00% | New | 35 | $1K |
| North Star Investment Management Corp. | 0.00% | New | 26 | $929 |
| Ankerstar Wealth, LLC | 0.00% | No change | 25 | $894 |
| TD Private Client Wealth LLC | 0.00% | New | 24 | $858 |
| CENTRAL TRUST Co | 0.00% | No change | 20 | $715 |
| Kilter Group LLC | 0.00% | No change | 17 | $608 |
| Signature Equity Partners, LLC | 0.00% | No change | 17 | $608 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +14.3% | 16 | $572 |
| Prestige Wealth Management Group LLC | 0.00% | New | 15 | $537 |
| SJS Investment Consulting Inc. | 0.00% | Add +66.7% | 15 | $537 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +30.0% | 13 | $464 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 12 | $429 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 11 | $393 |
| Zions Bancorporation, National Association | 0.00% | New | 10 | $357 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.7% | 9 | $322 |
| HFM Investment Advisors, LLC | 0.00% | No change | 8 | $286 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 4 | $143 |
| Dunhill Financial, LLC | 0.00% | Reduce -33.3% | 2 | $105 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -60.0% | 2 | $71 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $36 |
"% of holder's portfolio" is AUB's weight in each manager's 13F, not the share of Atlantic Union Bankshares Co. the manager owns.