Atlantic Union Bankshares Corp (AUB) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

113,478,689Shares Outstanding

1,699,543Shares held by institutions

$68,474,587Value of institutional holdings

103.80%Institutional ownership %

2.81%Shares Changed QoQ

386No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 386 institutions have reported a stake in Atlantic Union Bankshares Corp (NYSE:AUB) as of December 2025, according to recent 13F filings with the SEC.

The percentage of Atlantic Union Bankshares owned by institutions changed from 104.6% in September 2025 to 103.8% in December 2025, marking a slight down trend.
The company experienced a 2.81% quarterly change in institutional shares held, alongside an increase of 15.22% in total owners annually.
During the quarter, 155 institutions bought more Atlantic Union Bankshares shares, 157 sold shares, and 74 of the 386 total investors held their position steady.
The aggregate institutional position in Atlantic Union Bankshares now stands at 117.79Mn shares as of December 2025, after investors increased their holdings (up by 3.22Mn shares quarter on quarter which is up 33.59Mn shares year over year).
With 20.55Mn shares, BlackRock, Inc. commands the largest institutional position in Atlantic Union Bankshares as of December 31, 2025, equating to 18.11% of the company.
Among the most significant buyers of Atlantic Union Bankshares during December 2025 were SG Americas Securities, LLC (1.51Mn), T. Rowe Price Investment Management, Inc. (1.03Mn), North Reef Capital Management LP (858.49K), Aristotle Capital Boston, LLC (628.02K), BALYASNY ASSET MANAGEMENT L.P. (576.89K).
Leading sellers of Atlantic Union Bankshares stock in December 2025 included CITADEL ADVISORS LLC (928.45K), JENNISON ASSOCIATES LLC (394.37K), BlackRock, Inc. (271.17K), DIMENSIONAL FUND ADVISORS LP (234.06K), STATE STREET CORP (195.78K).
The top 10 institutional holders of Atlantic Union Bankshares for the quarter ending December 2025 included BlackRock, Inc. (20.55Mn), VANGUARD GROUP INC (16.02Mn), DIMENSIONAL FUND ADVISORS LP (7.53Mn), STATE STREET CORP (7.14Mn), North Reef Capital Management LP (4.57Mn), GEODE CAPITAL MANAGEMENT, LLC (3.39Mn), FRANKLIN RESOURCES INC (3.24Mn), EARNEST PARTNERS LLC (2.52Mn), AMERICAN CENTURY COMPANIES INC (2.24Mn), WESTWOOD HOLDINGS GROUP INC (2.03Mn).

386 Institutional Holders

1,699,543 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
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
GOLDMAN SACHS GROUP INC	31 Dec, 2025	1,780,780	249,451	16.29%	$62,861,544.00
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
NORTHERN TRUST CORP	31 Dec, 2025	1,385,350	-87,785	-5.96%	$48,902,855.00

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