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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,886
shares
|
$288,795
0.0% of portfolio
|
Q3 2025
Added 19.5%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,838
shares
|
$287,235
0.0% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
8,798
shares
|
$285,935
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,754
shares
|
$284,505
0.01% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
8,748
shares
|
$284,310
0.0% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
8,669
shares
|
$281,742
0.14% of portfolio
|
Q4 2025
Reduced 9.78%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
8,628
shares
|
$280,410
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
8,515
shares
|
$276,737
0.0% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
8,474
shares
|
$275,405
0.02% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
8,396
shares
|
$272,870
0.01% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
8,282
shares
|
$269,165
0.0% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
8,211
shares
|
$266,857
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,068
shares
|
$262,210
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
8,000
shares
|
$260,000
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
7,895
shares
|
$256,587
0.01% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
7,871
shares
|
$255,807
0.01% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
7,853
shares
|
$255,222
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,652
shares
|
$248,690
0.0% of portfolio
|
Q3 2025
Added 3632.68%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
7,639
shares
|
$248,267
0.0% of portfolio
|
Q3 2025
Reduced 63.99%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
7,637
shares
|
$248,202
0.0% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
7,595
shares
|
$246,837
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
7,444
shares
|
$241,930
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
7,266
shares
|
$236,145
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
7,197
shares
|
$233,902
0.01% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
7,146
shares
|
$232,245
0.01% of portfolio
|
Q2 2025
New holding
|
|