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 417 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $3.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
15,598
shares
|
$506,935
0.07% of portfolio
|
Q3 2025
Reduced 30.15%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
15,579
shares
|
$506,317
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
15,436
shares
|
$501,670
0.08% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
15,206
shares
|
$494,195
0.31% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
15,124
shares
|
$491,530
0.0% of portfolio
|
Q3 2025
Reduced 58.67%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
14,719
shares
|
$478,367
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
14,708
shares
|
$478,010
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
14,342
shares
|
$466,115
0.0% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
14,245
shares
|
$462,962
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
14,240
shares
|
$462,800
0.13% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
14,048
shares
|
$456,560
0.05% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
13,601
shares
|
$442,032
0.06% of portfolio
|
Q2 2025
Added 339.31%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
13,500
shares
|
$438,750
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
13,478
shares
|
$438,035
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
13,399
shares
|
$435,467
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
13,012
shares
|
$422,890
0.0% of portfolio
|
Q4 2025
Reduced 3.14%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
13,002
shares
|
$422,565
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
12,982
shares
|
$421,915
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
12,975
shares
|
$421,687
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
12,931
shares
|
$420,257
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,737
shares
|
$413,952
0.0% of portfolio
|
Q3 2023
Reduced 35.58%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
12,664
shares
|
$411,580
0.01% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
12,325
shares
|
$400,562
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
12,107
shares
|
$393,477
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
12,102
shares
|
$393,315
0.02% of portfolio
|
Q3 2025
Reduced 3.59%
|
|