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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,454
shares
|
$47,255
0.0% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
1,422
shares
|
$46,215
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,324
shares
|
$43,030
0.03% of portfolio
|
Q3 2025
Reduced 50.21%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,319
shares
|
$42,867
0.0% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,278
shares
|
$41,535
0.0% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
900
shares
|
$29,250
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
864
shares
|
$28,080
0.0% of portfolio
|
Q3 2025
Added 309.48%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
780
shares
|
$25,350
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
779
shares
|
$25,317
0.0% of portfolio
|
Q3 2025
Added 21.53%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
766
shares
|
$24,895
0.0% of portfolio
|
Q4 2024
Added 38.77%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
758
shares
|
$24,635
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
737
shares
|
$23,952
0.0% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
715
shares
|
$23,237
0.0% of portfolio
|
Q3 2025
Reduced 74.08%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
599
shares
|
$19,467
0.02% of portfolio
|
Q2 2022
Added 3.28%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
583
shares
|
$18,947
0.0% of portfolio
|
Q3 2025
Added 61.5%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
570
shares
|
$18,525
0.0% of portfolio
|
Q3 2025
Added 75.93%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
522
shares
|
$16,965
0.01% of portfolio
|
Q2 2025
Added 1764.29%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
445
shares
|
$14,462
0.0% of portfolio
|
Q3 2025
Reduced 21.79%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
404
shares
|
$13,130
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
354
shares
|
$11,505
0.0% of portfolio
|
Q3 2025
Added 174.42%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
328
shares
|
$10,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
322
shares
|
$10,465
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
278
shares
|
$9,035
0.0% of portfolio
|
Q3 2025
Added 297.14%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
270
shares
|
$8,775
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
243
shares
|
$7,897
0.0% of portfolio
|
Q2 2025
Added 143.0%
|
|