Atlantic Union BanksharesAUB
13F holders, Q2 2026 (June 30)453holders +18
47new positions
27sold out
5famous investors
$42.30avg. 13F price*
At the end of Q2 2026, 453 institutions reported holding Atlantic Union Bankshares Co. (AUB) in their 13F filings, up 18 from Q1 2026. 47 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($883.5M), Vanguard Portfolio Management LLC ($375.7M) and Dimensional Fund Advisors LP ($325.8M). 5 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $59.1M |
| Exits | 27 | $15.8M |
All 13F filers, Q1 2026 → Q2 2026: 7,065,297 shares bought and 5,998,370 shares sold, net +1,066,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 453 holders
| BlackRock, Inc. | 0.01% | Add +1.6% | 20,882,121 | $883.5M |
| Vanguard Portfolio Management LLC | 0.02% | Add +1.7% | 8,879,618 | $375.7M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.9% | 7,700,837 | $325.8M |
| State Street Corp. | 0.01% | Add +3.6% | 7,633,703 | $323.0M |
| Vanguard Capital Management LLC | 0.01% | Add +1.1% | 6,435,133 | $272.3M |
| T. Rowe Price Investment Management, Inc. | 0.14% | Add +9.0% | 5,199,382 | $220.0M |
| Geode Capital Management, LLC | 0.01% | Add +6.1% | 3,702,812 | $156.7M |
| Franklin Resources Inc. | 0.03% | Add +7.6% | 3,615,538 | $153.0M |
| North Reef Capital Management LP | 5.78% | Reduce -16.8% | 3,565,000 | $150.8M |
| Congress Asset Management Co. | 0.65% | Add +11.6% | 2,501,164 | $105.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +53.7% | 2,418,751 | $102.3M |
| Earnest Partners LLC | 0.36% | Reduce -3.5% | 2,369,515 | $100.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.5% | 1,772,135 | $75.0M |
| American Century Companies Inc. | 0.03% | Reduce -22.0% | 1,719,433 | $72.7M |
| Northern Trust Corp. | 0.01% | Add +7.1% | 1,538,873 | $65.1M |
| Morgan Stanley | 0.00% | Add +3.5% | 1,536,611 | $65.0M |
| GW&K Investment Management, LLC | 0.48% | Reduce -6.1% | 1,466,606 | $62.1M |
| Systematic Financial Management LP | 1.23% | Reduce -5.0% | 1,456,569 | $61.6M |
| Nuveen, LLC | 0.01% | Add +7.1% | 1,432,274 | $60.6M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -0.2% | 1,415,944 | $59.9M |
| Bank of New York Mellon Corp | 0.01% | Add +0.7% | 1,350,759 | $57.2M |
| William Blair Investment Management, LLC | 0.16% | Reduce -8.3% | 1,265,239 | $53.5M |
| Atlantic Union Bankshares Corp | 0.72% | Add +36.9% | 1,022,897 | $43.3M |
| Principal Financial Group Inc. | 0.02% | Add +3.2% | 981,567 | $41.5M |
| Invesco Ltd. | 0.00% | Reduce -1.4% | 977,719 | $41.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +3.8% | 952,825 | $40.3M |
| Westwood Holdings Group Inc. | 0.28% | Reduce -55.8% | 881,875 | $37.3M |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 878,397 | $37.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -51.6% | 859,319 | $36.4M |
| Fort Washington Investment Advisors Inc. | 0.17% | Reduce -3.8% | 798,331 | $33.8M |
| London Co. of Virginia | 0.19% | Reduce -4.2% | 785,692 | $33.2M |
| DAVENPORT & Co LLC | 0.17% | Add +0.2% | 785,936 | $33.2M |
| Schroder Investment Management Group | 0.02% | Add +30.9% | 767,417 | $32.4M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +1002.1% | 753,477 | $31.9M |
| Wellington Management Group LLP | 0.01% | Add +20.8% | 721,211 | $30.5M |
| Balyasny Asset Management L.P. | 0.06% | Reduce -23.6% | 711,227 | $30.1M |
| Stieven Capital Advisors, L.P. | 5.60% | Reduce -6.3% | 693,749 | $29.4M |
| UBS Group AG | 0.00% | Add +39.5% | 664,204 | $28.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.0% | 660,044 | $27.9M |
| Verity & Verity, LLC | 1.83% | Add +0.8% | 628,527 | $26.6M |
| Tributary Capital Management, LLC | 2.16% | Reduce -2.9% | 620,199 | $26.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.08% | Reduce -1.6% | 606,126 | $25.6M |
| Public Sector Pension Investment Board | 0.05% | Reduce -3.1% | 491,643 | $20.8M |
| Sei Investments Co. | 0.02% | Add +4.2% | 480,202 | $20.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 454,866 | $19.2M |
| Aristotle Capital Boston, LLC | 1.29% | Reduce -16.1% | 454,584 | $19.2M |
| Kennedy Capital Management LLC | 0.31% | Reduce -3.0% | 416,436 | $17.6M |
| Wells Fargo & Company | 0.00% | Add +32.1% | 401,319 | $17.0M |
| Rhumbline Advisers | 0.01% | Reduce -9.7% | 364,155 | $15.4M |
| Fisher Asset Management | 0.00% | No change | 360,253 | $15.2M |
| First Trust Advisors LP | 0.01% | Add +2.9% | 331,980 | $14.0M |
| Raymond James Financial Inc. | 0.00% | Add +28.3% | 331,401 | $14.0M |
| Legal & General Group Plc | 0.00% | Add +1.0% | 331,252 | $14.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.6% | 299,803 | $12.7M |
| Swiss National Bank | 0.01% | Add +1.8% | 287,028 | $12.1M |
| AQR Capital Management | 0.00% | Reduce -3.1% | 268,472 | $11.4M |
| Pinnacle Associates Ltd. | 0.12% | Add +2.3% | 265,136 | $11.2M |
| Osaic Holdings, Inc. | 0.01% | Add +6.9% | 263,246 | $11.1M |
| Victory Capital Management Inc. | 0.01% | Add +3.1% | 257,370 | $10.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -35.5% | 230,421 | $10.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.8% | 277,913 | $9.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +2.6% | 223,297 | $9.6M |
| Phocas Financial Corp. | 1.24% | Add +27.6% | 211,179 | $8.9M |
| Jupiter Asset Management Ltd. | 0.04% | New | 198,595 | $8.4M |
| Basswood Capital Management, L.L.C. | 0.35% | No change | 190,680 | $8.1M |
| ProShare Advisors LLC | 0.01% | Reduce -3.8% | 189,370 | $8.0M |
| Renaissance Technologies | 0.01% | New | 183,102 | $7.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.0% | 179,058 | $7.6M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 174,324 | $7.4M |
| Jump Financial, LLC | 0.07% | New | 167,948 | $7.1M |
| Citigroup Inc. | 0.00% | Add +19.9% | 166,388 | $7.0M |
| GAMCO Investors | 0.06% | Reduce -8.6% | 165,667 | $7.0M |
| California State Teachers Retirement System | 0.01% | Reduce -0.0% | 164,063 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +15.4% | 160,713 | $6.8M |
| Deutsche Bank AG | 0.00% | Add +19.3% | 151,501 | $6.4M |
| Susquehanna Fundamental Investments, LLC | 0.12% | Add +286.2% | 149,189 | $6.3M |
| Prudential Financial Inc. | 0.01% | Add +2.4% | 148,407 | $6.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +0.1% | 141,084 | $6.0M |
| Homestead Advisers Corp | 0.15% | No change | 139,492 | $5.9M |
| Peregrine Capital Management LLC | 0.19% | Reduce -8.0% | 139,195 | $5.9M |
| Quantinno Capital Management LP | 0.01% | Add +19.4% | 137,438 | $5.8M |
| Gabelli Funds LLC | 0.04% | Reduce -5.7% | 135,191 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +17.8% | 132,934 | $5.6M |
| Ilex Capital Partners (UK) LLP | 0.11% | New | 128,653 | $5.4M |
| Jain Global LLC | 0.07% | Add +39.9% | 125,606 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Add +26.8% | 123,526 | $5.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.4% | 120,352 | $5.1M |
| Bessemer Group Inc. | 0.01% | Reduce -0.1% | 108,232 | $4.6M |
| LPL Financial LLC | 0.00% | Reduce -25.6% | 108,199 | $4.6M |
| Murchinson Ltd. | 2.23% | No change | 106,874 | $4.5M |
| Curi Capital, LLC | 0.07% | Reduce -0.0% | 106,565 | $4.5M |
| HSBC Holdings PLC | 0.00% | Reduce -19.5% | 102,251 | $4.3M |
| Cerity Partners LLC | 0.01% | Reduce -2.6% | 101,457 | $4.3M |
| Mendon Capital Advisors Corp. | 1.50% | No change | 100,000 | $4.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.7% | 99,972 | $4.2M |
| Royce & Associates LP | 0.03% | Add +5.3% | 99,057 | $4.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.4% | 97,399 | $4.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -9.6% | 96,920 | $4.1M |
| New York State Common Retirement Fund | 0.00% | Add +20.5% | 89,466 | $3.8M |
| Martin & Co. Inc. | 0.58% | Reduce -0.6% | 87,417 | $3.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -33.7% | 86,877 | $3.7M |
| MetLife Investment Management, LLC | 0.02% | Add +8.0% | 84,080 | $3.6M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.5% | 83,555 | $3.5M |
| TD Asset Management Inc | 0.00% | Add +9.7% | 82,728 | $3.5M |
| Truist Financial Corp. | 0.00% | Reduce -8.0% | 82,258 | $3.5M |
| Wills Financial Group LLC | 1.26% | Add +3.8% | 82,148 | $3.5M |
| 1492 Capital Management LLC | 1.02% | Reduce -10.7% | 81,382 | $3.4M |
| SG Americas Securities, LLC | 0.00% | Add +1310.6% | 80,998 | $3.4M |
| Brown Advisory Inc. | 0.01% | Reduce -10.1% | 78,899 | $3.3M |
| Inspire Advisors, LLC | 0.23% | Add +2.1% | 78,449 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +520.7% | 77,520 | $3.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -4.2% | 76,107 | $3.2M |
| Creative Planning | 0.00% | Reduce -24.2% | 73,147 | $3.1M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -5.9% | 72,537 | $3.1M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -1.2% | 70,394 | $3.0M |
| Barclays PLC | 0.00% | Reduce -26.3% | 68,164 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.5% | 66,595 | $2.8M |
| Jupiter Topco LLC | 0.00% | — | 65,490 | $2.8M |
| Westbourne Investments, Inc. | 1.12% | No change | 64,758 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.0% | 64,712 | $2.7M |
| Commerce Bank | 0.01% | Reduce -0.1% | 64,467 | $2.7M |
| Wesbanco Bank Inc. | 0.07% | No change | 62,700 | $2.7M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.3% | 62,700 | $2.7M |
| Lazard Asset Management LLC | 0.00% | Reduce -41.8% | 62,240 | $2.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 62,165 | $2.6M |
| Smith Salley Wealth Management | 0.11% | No change | 62,147 | $2.6M |
| First National Bank of Omaha | 0.07% | Reduce -14.6% | 61,416 | $2.6M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.0% | 59,958 | $2.5M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -3.6% | 59,874 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +24.7% | 58,024 | $2.5M |
| Bridgeway Capital Management, LLC | 0.04% | Add +28.8% | 54,100 | $2.3M |
| AlphaCore Capital LLC | 0.04% | Reduce -1.2% | 53,859 | $2.3M |
| Dana Investment Advisors, Inc. | 0.06% | Add +7.6% | 53,801 | $2.3M |
| Kennondale Capital Management LLC | 1.50% | No change | 53,329 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -30.1% | 53,003 | $2.2M |
| Canal Capital Management, LLC | 0.27% | Reduce -2.6% | 52,787 | $2.2M |
| Grace & White Inc. | 0.35% | No change | 52,325 | $2.2M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -11.1% | 51,293 | $2.2M |
| FMR LLC | 0.00% | Add +4.6% | 51,114 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Add +50.2% | 49,860 | $2.1M |
| Man Group plc | 0.00% | Reduce -26.5% | 48,549 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.3% | 47,150 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.4% | 46,960 | $2.0M |
| Fifth Third Bancorp | 0.00% | Reduce -1.8% | 46,621 | $2.0M |
| Harbor Capital Advisors, Inc. | 0.13% | Add +6.3% | 46,360 | $2.0M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -6.5% | 43,133 | $1.8M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -7.5% | 42,869 | $1.8M |
| Sovran Advisors, LLC | 0.14% | Add +7.2% | 42,074 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +9.6% | 42,651 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -0.8% | 41,603 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -47.9% | 40,805 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Add +51.4% | 40,737 | $1.7M |
| MAI Capital Management | 0.01% | Reduce -4.9% | 40,628 | $1.7M |
| Boothbay Fund Management, LLC | 0.03% | No change | 40,078 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 39,473 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.4% | 39,064 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Add +0.6% | 38,704 | $1.6M |
| Amalgamated Bank | 0.01% | Reduce -5.5% | 38,484 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Add +103.7% | 38,136 | $1.6M |
| Bontempo Ohly Capital Mgmt LLC | 0.68% | No change | 37,519 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -20.0% | 36,910 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 36,599 | $1.5M |
| Citadel Advisors | 0.00% | New | 36,134 | $1.5M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 35,553 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 35,266 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | No change | 34,716 | $1.5M |
| Oliver Luxxe Assets LLC | 0.22% | Reduce -46.2% | 34,599 | $1.5M |
| KLP Kapitalforvaltning As | 0.00% | Add +9.6% | 34,350 | $1.5M |
| Beacon Investment Advisors LLC | 0.45% | Reduce -0.3% | 34,083 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.2% | 33,938 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.4% | 33,195 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.3% | 32,556 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +8.4% | 32,019 | $1.4M |
| Focus Partners Wealth | 0.00% | Reduce -17.7% | 31,056 | $1.3M |
| Connecticut Wealth Management, LLC | 0.05% | No change | 30,231 | $1.3M |
| Teton Advisors, LLC | 0.73% | No change | 30,000 | $1.3M |
| Freestone Grove Partners LP | 0.01% | New | 29,416 | $1.2M |
| Dudley Capital Management, LLC | 0.50% | No change | 29,321 | $1.2M |
| Northwest Bancshares, Inc. | 0.22% | No change | 28,533 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -78.1% | 28,510 | $1.2M |
| Vident Advisory, LLC | 0.01% | Reduce -8.5% | 28,260 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 28,039 | $1.2M |
| XTX Topco Ltd | 0.01% | Add +138.4% | 27,449 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +11.1% | 26,925 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -13.4% | 26,905 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Add +24.4% | 26,794 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -18.2% | 26,046 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.7% | 25,290 | $1.1M |
| Evermay Wealth Management LLC | 0.11% | Reduce -1.1% | 24,768 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +7.6% | 24,759 | $1.0M |
| New Age Alpha Advisors, LLC | 0.04% | Add +28.0% | 24,661 | $1.0M |
| US Bancorp \de | 0.00% | Add +0.8% | 24,478 | $1.0M |
| M&T Bank Corp | 0.00% | Add +19.2% | 24,273 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.1% | 23,890 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +8.2% | 23,882 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -39.8% | 23,863 | $1.0M |
| Amundi | 0.00% | Reduce -26.8% | 23,771 | $1.0M |
| Fidelis Capital Partners, LLC | 0.06% | Add +0.0% | 22,888 | $968K |
| Salomon & Ludwin, LLC | 0.08% | No change | 22,182 | $958K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.8% | 22,264 | $942K |
| Heritage Wealth Advisors | 0.03% | Add +0.8% | 21,268 | $900K |
| Pathstone Holdings, LLC | 0.00% | Add +52.6% | 21,254 | $899K |
| Maryland State Retirement & Pension System | 0.02% | Add +0.8% | 20,815 | $881K |
| Squarepoint Ops LLC | 0.00% | Reduce -93.3% | 19,355 | $819K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 19,111 | $809K |
| Harbor Advisors LLC | 0.10% | No change | 18,644 | $789K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.2% | 18,552 | $785K |
| Campbell Deegan Wealth Management, LLC | 0.55% | Reduce -5.5% | 18,182 | $769K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +4.3% | 16,737 | $708K |
| Salzhauer Michael | 0.26% | No change | 16,578 | $701K |
| Mutual of America Capital Management LLC | 0.01% | Add +1.0% | 16,391 | $694K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.2% | 16,319 | $690K |
| TritonPoint Partners, LLC | 0.05% | New | 15,394 | $651K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -8.3% | 15,331 | $649K |
| Mercer Global Advisors Inc. | 0.00% | Add +11.9% | 15,193 | $643K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.5% | 15,108 | $639K |
| Taylor Financial Group, Inc. | 0.35% | No change | 15,056 | $637K |
| Tred Avon Family Wealth, LLC | 0.19% | No change | 14,719 | $623K |
| Quantbot Technologies LP | 0.02% | New | 14,709 | $622K |
| Gilman Hill Asset Management, LLC | 0.09% | No change | 14,708 | $622K |
| Centiva Capital, LP | 0.02% | Add +9.6% | 14,691 | $622K |
| Xponance LLC | 0.00% | Add +6.4% | 14,317 | $606K |
| First United Bank & Trust | 0.17% | Add +5104.4% | 14,052 | $595K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | No change | 14,048 | $594K |
| DRW Securities, LLC | 0.04% | Add +78.2% | 14,002 | $592K |
| Uncommon Cents Investing LLC | 0.13% | Reduce -1.4% | 13,815 | $585K |
| Portside Wealth Group, LLC | 0.07% | Add +9.6% | 13,747 | $582K |
| Ledyard National Bank | 0.05% | No change | 13,478 | $570K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.1% | 13,406 | $567K |
| CIBC Asset Management Inc | 0.00% | Add +3.0% | 13,369 | $566K |
| STRS Ohio | 0.00% | Add +33.0% | 13,300 | $563K |
| Segall Bryant & Hamill, LLC | 0.01% | Reduce -0.8% | 13,219 | $559K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +13.3% | 13,124 | $555K |
| Vista Investment Management | 0.17% | No change | 12,991 | $550K |
| Bank of Montreal | 0.00% | Add +11.7% | 12,917 | $547K |
| Benjamin Edwards Inc. | 0.01% | Add +4.4% | 12,888 | $545K |
| Geneos Wealth Management Inc. | 0.01% | No change | 12,764 | $540K |
| Accordant Advisory Group Inc | 0.36% | Reduce -0.2% | 12,606 | $533K |
| Jackson Creek Investment Advisors LLC | 0.18% | Reduce -74.0% | 12,527 | $532K |
| Nadler Financial Group, Inc. | 0.04% | No change | 12,325 | $521K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.0% | 12,196 | $516K |
| Intrust Bank NA | 0.04% | Reduce -8.6% | 12,086 | $511K |
| Marshall Wace, LLP | 0.00% | Add +46.0% | 12,057 | $510K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,478 | $486K |
| Trust Point Inc. | 0.04% | Reduce -34.8% | 11,431 | $484K |
| Choreo, LLC | 0.01% | Add +0.3% | 11,365 | $481K |
| Hopwood Financial Services, Inc. | 0.28% | No change | 11,231 | $475K |
| Vise Technologies, Inc. | 0.01% | Add +82.7% | 11,214 | $474K |
| First National Advisers, LLC | 0.07% | Reduce -14.2% | 11,134 | $471K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.2% | 11,077 | $469K |
| Atria Investments, Inc | 0.00% | Add +6.8% | 10,807 | $457K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.0% | 10,633 | $450K |
| &partners | 0.00% | Reduce -3.1% | 10,423 | $441K |
| Connable Office Inc. | 0.04% | Reduce -6.4% | 10,150 | $429K |
| Swiss Life Asset Management Ltd | 0.00% | Add +9.7% | 9,856 | $417K |
| BTG Pactual Asset Management US LLC | 0.03% | New | 9,721 | $411K |
| Scientech Research LLC | 0.33% | New | 9,664 | $409K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.6% | 9,598 | $406K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 9,400 | $398K |
| Equitable Holdings, Inc. | 0.00% | Add +2.2% | 9,378 | $397K |
| Profund Advisors LLC | 0.01% | Reduce -12.0% | 9,316 | $394K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.3% | 9,259 | $392K |
| Abel Hall, LLC | 0.07% | Add +1.3% | 9,227 | $390K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +14.0% | 9,219 | $390K |
| CIBC Bancorp USA Inc. | 0.00% | Add +10.7% | 9,211 | $390K |
| Founders Financial Securities LLC | 0.02% | No change | 9,180 | $388K |
| Lafayette Investments, Inc. | 0.07% | No change | 9,145 | $387K |
| Stokes Capital Advisors, LLC | 0.08% | Add +7.3% | 8,850 | $374K |
| Jane Street Group, LLC | 0.00% | New | 8,799 | $372K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 8,731 | $369K |
| Fiduciary Trust Co | 0.00% | Add +0.2% | 8,624 | $365K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,396 | $355K |
| Virtu Financial LLC | 0.01% | New | 8,393 | $355K |
| Jefferies Financial Group Inc. | 0.00% | New | 8,350 | $353K |
| Advisory Services Network, LLC | 0.00% | No change | 8,343 | $353K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.2% | 8,280 | $350K |
| Keybank National Association | 0.00% | Add +18.6% | 8,267 | $350K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.9% | 8,058 | $341K |
| Sanctuary Advisors, LLC | 0.00% | Add +38.1% | 8,040 | $340K |
| SageView Advisory Group, LLC | 0.01% | Reduce -7.2% | 8,032 | $340K |
| Princeton Capital Management LLC | 0.08% | No change | 8,000 | $338K |
| Diversified Trust Co. | 0.01% | Reduce -6.9% | 7,986 | $338K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -36.0% | 7,977 | $338K |
| Axxcess Wealth Management, LLC | 0.01% | Add +20.7% | 7,896 | $334K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -39.3% | 7,854 | $332K |
| Argent Trust Co | 0.01% | Add +1.9% | 7,816 | $331K |
| SIMA Wealth Partners, LLC | 0.23% | No change | 7,679 | $325K |
| GAMMA Investing LLC | 0.01% | Add +12.3% | 7,477 | $316K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -0.4% | 7,474 | $316K |
| Hendershot Investments Inc. | 0.04% | No change | 7,444 | $315K |
| Quadrant Private Wealth Management, LLC | 0.07% | No change | 7,266 | $307K |
| Glenmede Trust Co. NA | 0.00% | Reduce -5.9% | 7,166 | $303K |
| Associated Banc-Corp | 0.01% | No change | 7,146 | $302K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -16.1% | 7,136 | $302K |
| DNB Asset Management AS | 0.00% | Reduce -15.0% | 6,923 | $293K |
| Alpha Omega Wealth Management LLC | 0.04% | Add +9.6% | 6,922 | $293K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -63.1% | 6,748 | $286K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.9% | 6,732 | $285K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 6,732 | $285K |
| NewEdge Wealth, LLC | 0.00% | New | 6,710 | $284K |
| HB Wealth Management, LLC | 0.00% | Reduce -39.9% | 6,685 | $283K |
| Clearstead Advisors, LLC | 0.00% | Add +1.5% | 6,635 | $281K |
| Csenge Advisory Group | 0.01% | Reduce -25.0% | 6,604 | $279K |
| Cresset Asset Management, LLC | 0.00% | Add +0.9% | 6,582 | $278K |
| Level Four Advisory Services, LLC | 0.01% | New | 6,479 | $274K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,473 | $274K |
| Sage Rhino Capital LLC | 0.04% | Add +6.1% | 6,452 | $273K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 6,438 | $272K |
| PCM Encore, LLC | 0.05% | No change | 6,376 | $270K |
| Harvest Investment Services, LLC | 0.04% | Add +8.5% | 6,375 | $270K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -35.0% | 6,345 | $268K |
| Savant Capital, LLC | 0.00% | Add +10.3% | 6,326 | $268K |
| Partners in Financial Planning | 0.04% | Add +0.2% | 6,262 | $265K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.7% | 6,245 | $264K |
| Storgate, LLC | 0.05% | New | 6,213 | $263K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 6,192 | $262K |
| Caprock Group, LLC | 0.01% | Reduce -3.1% | 6,105 | $258K |
| Norden Group LLC | 0.02% | Add +2.1% | 5,859 | $248K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.8% | 5,832 | $247K |
| Summit Global Investments | 0.01% | Reduce -50.4% | 5,690 | $241K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -14.4% | 5,570 | $236K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -8.5% | 5,526 | $234K |
| Montgomery Investment Management Inc. | 0.07% | New | 5,473 | $232K |
| Z3 Capital Partners, LLC | 0.05% | New | 5,467 | $231K |
| Paragon Capital Management Ltd | 0.04% | New | 5,410 | $229K |
| GTS Securities LLC | 0.00% | Reduce -66.4% | 5,385 | $228K |
| Verus Capital Partners, LLC | 0.01% | New | 5,349 | $226K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -1.9% | 5,297 | $224K |
| Cornerstone Advisory, LLC | 0.02% | New | 5,292 | $224K |
| Legacy Capital Wealth Partners, LLC | 0.04% | New | 5,269 | $223K |
| Heritage Investors Management Corp. | 0.01% | New | 5,164 | $218K |
| D'Orazio & Associates, Inc. | 0.03% | Reduce -60.4% | 5,143 | $218K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 5,137 | $217K |
| Legacy Wealth Asset Management, LLC | 0.05% | New | 5,129 | $217K |
| Bayforest Capital Ltd | 0.20% | New | 5,079 | $215K |
| KBC Group NV | 0.00% | No change | 5,045 | $213K |
| Thompson Siegel & Walmsley LLC | 0.00% | New | 4,977 | $211K |
| Empowered Funds, LLC | 0.00% | Reduce -15.8% | 4,925 | $208K |
| Global Retirement Partners, LLC | 0.00% | — | 4,876 | $206K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.7% | 4,735 | $200K |
| Arax Advisory Partners | 0.00% | Add +841.9% | 4,342 | $184K |
| SouthState Bank Corp | 0.01% | No change | 4,335 | $183K |
| Versant Capital Management, Inc | 0.01% | Add +37.1% | 3,939 | $167K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +3.2% | 3,343 | $141K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 3,309 | $140K |
| Harbour Investments, Inc. | 0.00% | No change | 3,262 | $138K |
| Cascades Capital Asset Management, LLC | 0.05% | No change | 3,228 | $137K |
| Main Street Group, LTD | 0.03% | No change | 3,079 | $130K |
| Signaturefd, LLC | 0.00% | Reduce -5.1% | 2,969 | $126K |
| Sterling Capital Management LLC | 0.00% | Reduce -38.5% | 2,914 | $123K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 2,912 | $123K |
| Exchange Traded Concepts, LLC | 0.00% | Add +18.4% | 2,812 | $119K |
| Advisors Asset Management, Inc. | 0.00% | Add +54.6% | 2,809 | $119K |
| Horizon Investments, LLC | 0.00% | Add +18.4% | 2,812 | $118K |
| Concord Wealth Partners | 0.01% | New | 2,728 | $115K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,671 | $113K |
| Spire Wealth Management | 0.00% | No change | 2,524 | $107K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.9% | 2,345 | $99K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.9% | 2,295 | $97K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -9.4% | 2,272 | $96K |
| UMB Bank, n.a. | 0.00% | Add +10.3% | 1,897 | $80K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,657 | $70K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.0% | 1,515 | $64K |
| SBI Securities Co., Ltd. | 0.00% | Add +74500.0% | 1,492 | $63K |
| Huntington National Bank | 0.00% | Add +3.7% | 1,331 | $56K |
| Blue Trust, Inc. | 0.00% | No change | 1,320 | $56K |
| Optiver Holding B.V. | 0.00% | Add +409.2% | 1,278 | $54K |
| Tokio Marine Asset Management Co. Ltd. | 0.00% | New | 1,248 | $53K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.8% | 1,223 | $52K |
| Nykredit A/S | 0.00% | — | 1,216 | $51K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 1,102 | $47K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1298.7% | 1,077 | $46K |
| Covestor Ltd | 0.03% | Add +128.8% | 1,057 | $45K |
| Kemnay Advisory Services Inc. | 0.01% | Add +14.7% | 968 | $41K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +17.1% | 897 | $38K |
| Mather Group, Llc. | 0.00% | No change | 884 | $37K |
| Parallel Advisors, LLC | 0.00% | No change | 821 | $35K |
| Financial Consulate, Inc. | 0.00% | No change | 814 | $34K |
| Wellington-Altus USA Inc. | 0.02% | No change | 956 | $34K |
| Westside Investment Management, Inc. | 0.00% | No change | 780 | $33K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 771 | $33K |
| Lanark Financial, Inc. | 0.00% | No change | 737 | $31K |
| Essential Partners LLC | 0.01% | No change | 731 | $31K |
| Private Trust Co. NA | 0.00% | Reduce -7.7% | 664 | $28K |
| Los Angeles Capital Management LLC | 0.00% | No change | 590 | $25K |
| Bare Financial Services, Inc | 0.01% | Add +56.7% | 572 | $24K |
| Owl Creek Wealth Partners LLC | 0.01% | No change | 569 | $24K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +1.1% | 556 | $24K |
| TD Private Client Wealth LLC | 0.00% | Add +2195.8% | 551 | $23K |
| Parkside Financial Bank & Trust | 0.00% | No change | 505 | $21K |
| Fortitude Family Office, LLC | 0.00% | Add +140.1% | 485 | $21K |
| Assetmark, Inc. | 0.00% | Add +15.6% | 482 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -70.7% | 450 | $19K |
| Danske Bank A/S | 0.00% | No change | 400 | $17K |
| Crewe Advisors LLC | 0.00% | Reduce -28.4% | 375 | $16K |
| Allworth Financial LP | 0.00% | Reduce -0.9% | 340 | $14K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 328 | $14K |
| Inspire Investing, LLC | 0.00% | Reduce -99.4% | 295 | $12K |
| Rothschild Investment LLC | 0.00% | Add +5.5% | 268 | $11K |
| Fulcrum Asset Management LLP | 0.00% | New | 258 | $11K |
| First Horizon Corp. | 0.00% | No change | 240 | $10K |
| Ares Financial Consulting, LLC | 0.01% | No change | 228 | $10K |
| Silver Grove Financial Group, Inc. | 0.01% | Add +31.9% | 219 | $9K |
| Towne Trust Company, N.A | 0.00% | No change | 217 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 212 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 190 | $8K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +17.4% | 189 | $8K |
| SJS Investment Consulting Inc. | 0.00% | Add +1040.0% | 171 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +0.6% | 167 | $7K |
| Picton Mahoney Asset Management | 0.00% | Reduce -99.8% | 155 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 152 | $6K |
| CVA Family Office, LLC | 0.00% | Add +68.6% | 145 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +10.0% | 143 | $6K |
| Larson Financial Group LLC | 0.00% | Add +107.5% | 139 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -81.3% | 138 | $6K |
| MH & Associates Securities Management Corp. | 0.01% | No change | 135 | $6K |
| Group One Trading LLC | 0.00% | New | 100 | $4K |
| True Wealth Design, LLC | 0.00% | No change | 89 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 81 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +86.0% | 80 | $3K |
| RMG Wealth Management LLC | 0.00% | New | 78 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 75 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +25.4% | 69 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 56 | $2K |
| Signature Equity Partners, LLC | 0.00% | Add +217.7% | 54 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 54 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 54 | $2K |
| Simplex Trading, LLC | 0.00% | Add +25.7% | 44 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 39 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 38 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 38 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | Add +140.0% | 36 | $2K |
| Cornerstone Financial Management LLC | 0.00% | New | 33 | $1K |
| North Star Investment Management Corp. | 0.00% | No change | 26 | $1K |
| Ankerstar Wealth, LLC | 0.00% | No change | 25 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 20 | $847 |
| Kilter Group LLC | 0.00% | No change | 17 | $720 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +30.8% | 17 | $719 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 16 | $677 |
| HFM Investment Advisors, LLC | 0.00% | Add +87.5% | 15 | $635 |
| Gilpin Wealth Management, LLC | 0.00% | Add +8.3% | 13 | $551 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +22.2% | 11 | $465 |
| Zions Bancorporation, National Association | 0.00% | No change | 10 | $423 |
| Davis Capital Management | 0.00% | New | 8 | $338 |
| LRI Investments, LLC | 0.00% | New | 7 | $296 |
| DecisionPoint Financial, LLC | 0.00% | New | 4 | $173 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 4 | $169 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $125 |
| Raffa Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $85 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $43 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 1 | $42 |
| Navigoe, LLC | 0.00% | New | 9 | $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.