ATLANTIC UNION BANKSHARES CO AUB
$42.26
-2.2% 52w: $28.65 – $43.19
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data28.6535.9243.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
432
+21 QoQ
13F value
$4.39B
+1.4% QoQ
Smart-money holders
14
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.4×
$997K calls / $722K puts
Institutional value by quarter
Number of holders
Who owns AUB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 20.6M | $734.7M | 0.0% | 0.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 8.7M | $312.0M | 0.0% | — |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 7.6M | $272.9M | 0.1% | +1.4% |
| STATE STREET CORP | Index provider | 7.4M | $263.3M | 0.0% | +3.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 6.4M | $227.6M | 0.0% | — |
| T. Rowe Price Investment Management, Inc. | Long only active | 4.8M | $170.5M | 0.1% | +36.4% |
| North Reef Capital Management LP ★2 | Fundamental concentrated | 4.3M | $153.1M | 5.3% | -6.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 3.5M | $124.7M | 0.0% | +3.0% |
| FRANKLIN RESOURCES INC | Long only active | 3.4M | $120.1M | 0.0% | +3.6% |
| EARNEST PARTNERS LLC | Other | 2.5M | $87.8M | 0.4% | -2.6% |
| CONGRESS ASSET MANAGEMENT CO | Other | 2.2M | $80.1M | 0.6% | +14.1% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 2.2M | $78.8M | 0.0% | -1.7% |
| WESTWOOD HOLDINGS GROUP INC | Other | 2.0M | $71.3M | 0.5% | -1.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.8M | $63.6M | 0.0% | -0.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.8M | $63.5M | 0.0% | +4.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.6M | $56.2M | 0.0% | -11.6% |
| GW&K Investment Management, LLC | Other | 1.6M | $55.8M | 0.5% | -2.9% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Other | 1.5M | $54.8M | 1.3% | -0.7% |
| MORGAN STANLEY | Bank broker | 1.5M | $53.0M | 0.0% | -4.6% |
| NORTHERN TRUST CORP | Index provider | 1.4M | $51.3M | 0.0% | +3.7% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.4M | $50.7M | 0.1% | +0.4% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 1.4M | $49.3M | 0.2% | +24.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.3M | $47.9M | 0.0% | -2.7% |
| Nuveen, LLC | Diversified mechanical | 1.3M | $47.8M | 0.0% | +0.9% |
| Invesco Ltd. | Index provider | 992.0K | $35.5M | 0.0% | -10.4% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 951.4K | $34.0M | 0.0% | +40.1% |
| Balyasny Asset Management L.P. | Multistrat pod | 930.7K | $33.3M | 0.1% | +53.5% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 918.4K | $32.8M | 0.0% | — |
| BANK OF AMERICA CORP /DE/ | Bank broker | 887.0K | $31.7M | 0.0% | +53.4% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Other | 829.5K | $29.6M | 0.2% | +36.8% |
| LONDON CO OF VIRGINIA | Other | 820.0K | $29.3M | 0.2% | -3.2% |
| DAVENPORT & Co LLC | Diversified mechanical | 784.5K | $28.0M | 0.2% | +3.1% |
| Atlantic Union Bankshares Corp | Other | 747.3K | $26.7M | 0.5% | -9.7% |
| Stieven Capital Advisors, L.P. ★2 | Fundamental diversified | 740.2K | $26.5M | 5.7% | -0.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 660.0K | $23.6M | 0.0% | +16.2% |
| Tributary Capital Management, LLC | Other | 638.9K | $22.8M | 2.2% | -2.9% |
| Verity & Verity, LLC | Other | 623.7K | $22.3M | 1.7% | +20.4% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | Other | 616.0K | $22.0M | 1.1% | +418.9% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 597.1K | $21.3M | 0.0% | -2.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 586.4K | $20.3M | 0.0% | -33.7% |
| Aristotle Capital Boston, LLC | Other | 541.9K | $19.4M | 1.2% | -13.7% |
| Public Sector Pension Investment Board | Pension sovereign | 507.2K | $18.1M | 0.1% | +2.8% |
| UBS Group AG | Bank broker | 476.3K | $17.0M | 0.0% | +0.2% |
| SEI INVESTMENTS CO | Diversified mechanical | 460.9K | $16.5M | 0.0% | +30.8% |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 429.5K | $15.4M | 0.3% | -1.3% |
| RHUMBLINE ADVISERS | Diversified mechanical | 403.4K | $14.4M | 0.0% | +1.6% |
| Fisher Asset Management, LLC | Long only active | 360.3K | $12.9M | 0.0% | 0.0% |
| JPMORGAN CHASE & CO | Bank broker | 357.5K | $12.4M | 0.0% | +48.0% |
| Legal & General Group Plc | Diversified mechanical | 328.0K | $11.7M | 0.0% | -7.9% |
| FIRST TRUST ADVISORS LP | Index provider | 322.7K | $11.5M | 0.0% | +18.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding AUB
More financials stocks held by institutions
JPM · JPMorgan Chase & CoBRK/B · BERKSHIRE HATHAWAY INC-CL BBRK/A · BERKSHIRE HATHAWAY INC-CL ABAC · BANK OF AMERICA CORPMS · MORGAN STANLEYUNH · UnitedHealth Group Inc.WFC · WELLS FARGO & COGS · GOLDMAN SACHS GROUP INCAXP · American Express Co.C · CITIGROUP INCSCHW · SCHWAB (CHARLES) CORPCB · CHUBB LTD