Atlantic Union Bankshares Corp (AUB) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

141,986,217Shares Outstanding

124,012,528Shares held by institutions

$4,674,032,180Value of institutional holdings

87.34%Institutional ownership %

4.91%Shares Changed QoQ

401No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Atlantic Union Bankshares Corp (NYSE:AUB) showed up in the 13F filings of 401 institutional investors as of December 2025.

These investors held 86.0% of outstanding shares in December 2025, up from 84.9% in September 2025.
Their total shares held in AUB increased 3.66% quarter over quarter, and separately, investors owning Atlantic Union Bankshares increased 19.7% from a year ago.
Of these 401 holders, 164 added to their stakes in Atlantic Union Bankshares, 163 trimmed positions, and 74 made no changes.
The aggregate institutional position in Atlantic Union Bankshares amounted to 122.1Mn shares as of December 2025, up by 4.31Mn shares quarter on quarter, and up 34.4Mn shares year over year.
CONGRESS ASSET MANAGEMENT CO leads ownership in AUB with 2.24Mn shares as of December 31, 2025, equal to 1.58% of outstanding shares.
Top purchasers of AUB stock for the quarter ending December 2025 included CONGRESS ASSET MANAGEMENT CO (276.92K), FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ (223.21K), Verity & Verity, LLC (105.71K), Inspire Investing, LLC (44.66K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (30.08K).
The largest sellers of Atlantic Union Bankshares for the quarter ending December 2025 were SG Americas Securities, LLC (1.53Mn), Blue Trust, Inc. (48.46K), PEREGRINE CAPITAL MANAGEMENT LLC (14.64K), Sterling Capital Management LLC (3.53K), State of Alaska, Department of Revenue (2.6K).
Business Quant data shows the 10 biggest positions in Atlantic Union Bankshares as of December 2025 are held by CONGRESS ASSET MANAGEMENT CO (2.24Mn), FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ (829.47K), DAVENPORT & Co LLC (784.47K), Verity & Verity, LLC (623.72K), PINNACLE ASSOCIATES LTD (259.15K), PEREGRINE CAPITAL MANAGEMENT LLC (151.34K), 1492 Capital Management LLC (91.15K), State of Alaska, Department of Revenue (75.82K), OPPENHEIMER ASSET MANAGEMENT INC. (71.26K), Oliver Luxxe Assets LLC (64.34K).

401 Institutional Holders

124,012,528 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	20,548,779	-271,172	-1.30%	$725,371,881.00
VANGUARD GROUP INC	31 Dec, 2025	16,022,656	-138,828	-0.86%	$565,599,757.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	7,532,643	-234,061	-3.01%	$265,904,078.00
State Street Corp	31 Dec, 2025	7,138,553	-195,782	-2.67%	$251,990,921.00
North Reef Capital Management LP	31 Dec, 2025	4,572,090	858,486	23.12%	$161,394,777.00
Goldman Sachs Group Inc	31 Dec, 2025	3,561,560	2,030,231	132.58%	$125,723,088.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	3,497,034	3,497,034	0.00%	$123,447.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	3,388,727	-2,139	-0.06%	$119,639,608.00
Franklin Resources Inc	31 Dec, 2025	3,242,829	-45,680	-1.39%	$114,471,864.00
EARNEST PARTNERS LLC	31 Dec, 2025	2,522,575	-59,957	-2.32%	$89,046,898.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	2,241,848	-151,470	-6.33%	$79,137,239.00
Westwood Holdings Group Inc	31 Dec, 2025	2,029,191	-77,565	-3.68%	$71,630,442.00
CONGRESS ASSET MANAGEMENT CO	31 Dec, 2025	1,964,949	87,761	4.68%	$69,362,711.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,786,698	-20,823	-1.15%	$63,070,439.00
Ameriprise Financial Inc	31 Dec, 2025	1,698,347	-31,173	-1.80%	$59,951,650.00
GW&K Investment Management, LLC	31 Dec, 2025	1,609,015	-83,830	-4.95%	$56,798.00
Morgan Stanley	31 Dec, 2025	1,555,413	204,407	15.13%	$54,906,127.00
SYSTEMATIC FINANCIAL MANAGEMENT LP	31 Dec, 2025	1,544,002	-8,330	-0.54%	$54,503,322.00
SG Americas Securities, LLC	31 Dec, 2025	1,532,473	1,510,289	6,808.01%	$54,096.00
THRIVENT FINANCIAL FOR LUTHERANS	31 Dec, 2025	1,412,351	13,697	0.98%	$49,856.00

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