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 393 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,298
shares
|
$43,353
0.0% of portfolio
|
Q2 2025
Added 71.69%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,253
shares
|
$41,850
0.0% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,164
shares
|
$38,877
0.0% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,131
shares
|
$37,775
0.0% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
973
shares
|
$32,498
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
900
shares
|
$30,060
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
812
shares
|
$27,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
766
shares
|
$25,584
0.0% of portfolio
|
Q4 2024
Added 38.77%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
758
shares
|
$25,317
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
641
shares
|
$21,409
0.0% of portfolio
|
Q2 2025
Added 41.19%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
626
shares
|
$20,908
0.0% of portfolio
|
Q1 2025
Added 176.99%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
599
shares
|
$20,006
0.02% of portfolio
|
Q2 2022
Added 3.28%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
598
shares
|
$19,973
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
569
shares
|
$19,004
0.0% of portfolio
|
Q2 2025
Added 69.35%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
522
shares
|
$17,434
0.01% of portfolio
|
Q2 2025
Added 1764.29%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
390
shares
|
$13,026
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
328
shares
|
$10,955
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
324
shares
|
$10,821
0.0% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
270
shares
|
$9,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
269
shares
|
$8,984
0.0% of portfolio
|
Q1 2025
Reduced 84.58%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
266
shares
|
$8,884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
261
shares
|
$8,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
255
shares
|
$8,517
0.0% of portfolio
|
Q1 2025
Added 39.34%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
243
shares
|
$8,116
0.0% of portfolio
|
Q2 2025
Added 143.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
236
shares
|
$7,882
0.0% of portfolio
|
Q2 2025
Added 88.8%
|