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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
243
shares
|
$7,897
0.0% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
240
shares
|
$7,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
217
shares
|
$7,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
210
shares
|
$6,825
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
194
shares
|
$6,305
0.0% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
190
shares
|
$6,175
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
185
shares
|
$6,012
0.0% of portfolio
|
Q3 2025
Reduced 21.61%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
171
shares
|
$5,557
0.0% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
166
shares
|
$5,395
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
164
shares
|
$5,330
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
152
shares
|
$4,940
0.0% of portfolio
|
Q2 2025
Added 794.12%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
125
shares
|
$4,062
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
111
shares
|
$3,607
0.0% of portfolio
|
Q3 2025
Added 146.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
104
shares
|
$3,380
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
89
shares
|
$2,892
0.0% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
77
shares
|
$2,502
0.0% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
70
shares
|
$2,275
0.0% of portfolio
|
Q3 2025
Added 34.62%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
67
shares
|
$2,177
0.0% of portfolio
|
Q3 2025
Added 76.32%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
56
shares
|
$1,820
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
51
shares
|
$1,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
50
shares
|
$1,625
0.0% of portfolio
|
Q4 2025
Added 8.7%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
43
shares
|
$1,397
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
40
shares
|
$1,300
0.0% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
39
shares
|
$1,267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
38
shares
|
$1,235
0.0% of portfolio
|
Q2 2025
Reduced 99.09%
|
|