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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
7,130
shares
|
$236,502
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
6,798
shares
|
$225,489
0.0% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
6,619
shares
|
$219,552
0.0% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,574
shares
|
$218,059
0.0% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
6,539
shares
|
$216,898
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,524
shares
|
$216,401
0.01% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
6,493
shares
|
$215,372
0.02% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
6,473
shares
|
$214,709
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
6,351
shares
|
$210,662
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
6,308
shares
|
$209,236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,762
shares
|
$191,125
0.01% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
5,623
shares
|
$186,514
0.11% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Emerald Mutual Fund Advisers Trust
|
May 01, 2025 Q1 2025 |
5,295
shares
|
$175,635
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,096
shares
|
$169,034
0.01% of portfolio
|
Q1 2025
Reduced 59.76%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
4,992
shares
|
$165,584
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,858
shares
|
$161,139
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,659
shares
|
$154,539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
4,503
shares
|
$149,364
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
4,335
shares
|
$143,791
0.01% of portfolio
|
Q4 2023
Reduced 10.16%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
4,185
shares
|
$138,816
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
3,962
shares
|
$131,419
0.01% of portfolio
|
Q2 2025
Added 270.63%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
3,826
shares
|
$126,908
0.02% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,679
shares
|
$122,032
0.02% of portfolio
|
Q3 2022
Added 29.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,577
shares
|
$118,649
0.0% of portfolio
|
Q2 2025
Added 731.86%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
3,309
shares
|
$109,759
0.04% of portfolio
|
Q1 2025
New holding
|