Institutional Ownership Atlantic Union Bankshares Corp (AUB)
This table provides information about the institutional ownership of Atlantic Union Bankshares Corp (AUB). We have compiled data on the 375 institutions that hold shares in the stock, with a total of 90.5 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,178
shares
|
$304,434
0.0% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
9,060
shares
|
$300,520
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
8,801
shares
|
$291,929
0.01% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
8,798
shares
|
$291,829
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
8,692
shares
|
$288,313
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
De Lisle Partners LLP
Poole, X0 |
May 08, 2025 Q1 2025 |
8,553
shares
|
$283,703
0.04% of portfolio
|
Q4 2024
Reduced 70.63%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
8,549
shares
|
$283,570
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,508
shares
|
$282,210
0.01% of portfolio
|
Q1 2025
Reduced 15.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
8,372
shares
|
$277,699
0.0% of portfolio
|
Q1 2025
Reduced 41.72%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
8,372
shares
|
$277,699
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
8,211
shares
|
$272,358
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
8,194
shares
|
$271,794
0.13% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Cornerstone Investment Partners, LLC
|
Apr 30, 2025 Q1 2025 |
8,088
shares
|
$268,278
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
8,049
shares
|
$266,985
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
8,025
shares
|
$266,189
0.05% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
8,016
shares
|
$265,890
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
7,983
shares
|
$264,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
7,895
shares
|
$261,877
0.01% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
May 06, 2025 Q1 2025 |
7,809
shares
|
$259,024
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
7,601
shares
|
$252,125
0.0% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
7,369
shares
|
$244,429
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
7,301
shares
|
$242,174
0.11% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
7,225
shares
|
$239,653
0.01% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
7,200
shares
|
$238,824
0.02% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
7,195
shares
|
$238,658
0.0% of portfolio
|
Q1 2025
New holding
|