| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | +44% | $527,848,683 | +$165,318,708 | 18,960,082 | +46% | BlackRock, Inc. | 30 Apr 2025 |
| VANGUARD GROUP INC | 11% | $570,338,770 | 16,161,484 | The Vanguard Group | 30 Sep 2025 | |||
| DIMENSIONAL FUND ADVISORS LP | 5.5% | $245,225,691 | 7,839,696 | Dimensional Fund Advisors LP | 30 Jun 2025 | |||
| STATE STREET CORP | 5.2% | -20% | $249,173,354 | +$49,078,974 | 7,400,456 | +25% | STATE STREET CORPORATION | 30 Jun 2025 |
As of 30 Sep 2025, 390 institutional investors reported holding 119,358,964 shares of Atlantic Union Bankshares Corp - Common Stock (AUB). This represents 84% of the company’s total 142,517,496 outstanding shares.
The largest institutional shareholders of Atlantic Union Bankshares Corp - Common Stock (AUB) together control 64% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15% | 20,819,951 | -1.3% | 0.01% | $734,736,087 |
| VANGUARD GROUP INC | 11% | 16,161,484 | -0.47% | 0.01% | $570,338,770 |
| DIMENSIONAL FUND ADVISORS LP | 5.4% | 7,766,704 | -0.93% | 0.06% | $274,089,552 |
| STATE STREET CORP | 5.1% | 7,334,335 | -0.89% | 0.01% | $258,828,682 |
| North Reef Capital Management LP | 2.6% | 3,713,604 | +35% | 6.1% | $131,053,085 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 3,390,866 | +0.46% | 0.01% | $119,681,274 |
| FRANKLIN RESOURCES INC | 2.3% | 3,288,509 | -0.74% | 0.03% | $116,051,483 |
| EARNEST PARTNERS LLC | 1.8% | 2,582,532 | -5.1% | 0.4% | $91,137,554 |
| AMERICAN CENTURY COMPANIES INC | 1.7% | 2,393,318 | +7.8% | 0.04% | $84,460,225 |
| WESTWOOD HOLDINGS GROUP INC | 1.5% | 2,106,756 | -11% | 0.53% | $74,347,000 |
| CONGRESS ASSET MANAGEMENT CO | 1.3% | 1,877,188 | +1023% | 0.44% | $66,245,962 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 1,807,521 | +0.13% | 0.01% | $63,787,416 |
| AMERIPRISE FINANCIAL INC | 1.2% | 1,729,520 | -3.8% | 0.01% | $61,034,751 |
| GW&K Investment Management, LLC | 1.2% | 1,692,845 | +9.1% | 0.53% | $59,740,000 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.1% | 1,552,332 | -1.3% | 1.3% | $54,781,815 |
| GOLDMAN SACHS GROUP INC | 1.1% | 1,531,329 | -14% | 0.01% | $54,040,609 |
| NORTHERN TRUST CORP | 1% | 1,473,135 | -9.9% | 0.01% | $51,986,934 |
| Tributary Capital Management, LLC | 0.99% | 1,414,240 | +91% | 2.4% | $49,908,558 |
| Thrivent Financial for Lutherans | 0.98% | 1,398,654 | +1128% | 0.1% | $49,358,000 |
| Bank of New York Mellon Corp | 0.95% | 1,353,609 | -9.2% | 0.01% | $47,768,867 |
| MORGAN STANLEY | 0.95% | 1,351,006 | -11% | 0% | $47,677,090 |
| Nuveen, LLC | 0.83% | 1,181,419 | +130% | 0.01% | $41,692,276 |
| Invesco Ltd. | 0.77% | 1,097,037 | -8.3% | 0.01% | $38,714,436 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0.72% | 1,021,450 | +5% | 0.09% | $36,046,971 |
| CITADEL ADVISORS LLC | 0.69% | 985,024 | -17% | 0.03% | $34,761,497 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,503,437 | $159,182,598 | +$54,799,589 | $35.30 | 19 |
| 2025 Q3 | 119,358,964 | $4,212,600,076 | +$69,985,545 | $35.29 | 390 |
| 2025 Q2 | 117,464,638 | $3,675,002,575 | +$853,598,276 | $31.28 | 382 |
| 2025 Q1 | 90,339,136 | $2,811,480,805 | +$169,263,281 | $31.14 | 353 |
| 2024 Q4 | 84,187,909 | $3,188,293,727 | +$588,777,281 | $37.88 | 336 |
| 2024 Q3 | 67,803,658 | $2,555,213,571 | +$62,427,456 | $37.67 | 301 |
| 2024 Q2 | 66,142,528 | $2,172,869,441 | +$232,720,114 | $32.85 | 273 |
| 2024 Q1 | 59,000,953 | $2,082,784,350 | -$3,468,024 | $35.31 | 272 |
| 2023 Q4 | 59,000,560 | $2,155,948,956 | -$18,969,273 | $36.54 | 252 |
| 2023 Q3 | 59,558,575 | $1,714,186,629 | +$25,854,334 | $28.78 | 243 |
| 2023 Q2 | 58,527,224 | $1,518,943,748 | -$105,112,545 | $25.95 | 223 |
| 2023 Q1 | 62,292,956 | $2,183,049,362 | +$329,326,495 | $35.05 | 246 |
| 2022 Q4 | 52,904,992 | $1,859,082,998 | -$23,751,044 | $35.14 | 252 |
| 2022 Q3 | 53,506,498 | $1,625,644,909 | -$1,227,308 | $30.38 | 229 |
| 2022 Q2 | 53,137,691 | $1,802,428,710 | +$26,651,680 | $33.92 | 226 |
| 2022 Q1 | 52,469,391 | $1,925,627,957 | -$1,778,908 | $36.69 | 242 |
| 2021 Q4 | 52,516,060 | $1,957,765,839 | -$36,247,101 | $37.29 | 234 |
| 2021 Q3 | 52,888,466 | $1,947,832,136 | -$14,060,380 | $36.85 | 230 |
| 2021 Q2 | 54,136,905 | $1,960,891,261 | -$58,577,888 | $36.22 | 233 |
| 2021 Q1 | 55,767,461 | $2,139,221,467 | -$9,300,835 | $38.36 | 228 |
| 2020 Q4 | 55,869,999 | $1,840,843,745 | +$47,705,195 | $32.94 | 207 |
| 2020 Q3 | 54,651,421 | $1,167,758,150 | -$2,599,421 | $21.37 | 187 |
| 2020 Q2 | 54,858,594 | $1,269,325,318 | +$20,784,583 | $23.16 | 194 |
| 2020 Q1 | 54,082,298 | $1,184,369,227 | -$52,098,867 | $21.90 | 189 |
| 2019 Q4 | 55,813,843 | $2,095,553,402 | -$89,629,417 | $37.55 | 222 |
| 2019 Q3 | 58,347,613 | $2,173,473,772 | +$106,354,544 | $37.24 | 210 |
| 2019 Q2 | 55,492,487 | $1,960,220,913 | +$1,959,468,207 | $35.33 | 206 |
| 2019 Q1 | 11,773 | $381,714 | +$340,000 | $32.34 | 4 |
| 2018 Q4 | 950 | $26,819 | +$18,350 | $28.23 | 1 |
| 2018 Q3 | 300 | $11,559 | $38.53 | 1 | |
| 2018 Q2 | 300 | $11,664 | $38.88 | 1 | |
| 2018 Q1 | 300 | $11,013 | $36.71 | 1 | |
| 2017 Q4 | 300 | $10,851 | $36.17 | 1 | |
| 2017 Q3 | 300 | $10,590 | $35.30 | 1 | |
| 2017 Q2 | 300 | $10,170 | +$10,170 | $33.90 | 1 |