| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | +44% | $452,197,956 | +$141,625,402 | 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% | $224,685,687 | 7,839,696 | Dimensional Fund Advisors LP | 30 Jun 2025 | |||
| STATE STREET CORP | 5.2% | -20% | $212,097,069 | +$41,776,163 | 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 | 5,447,621 | $192,579,702 | +$48,487,971 | $35.30 | 27 |
| 2025 Q3 | 119,358,964 | $4,212,600,076 | +$69,985,464 | $35.29 | 390 |
| 2025 Q2 | 117,464,638 | $3,675,002,575 | +$853,598,273 | $31.28 | 382 |
| 2025 Q1 | 90,290,707 | $2,809,972,643 | +$169,263,283 | $31.14 | 352 |
| 2024 Q4 | 84,142,582 | $3,186,575,408 | +$601,059,009 | $37.88 | 333 |
| 2024 Q3 | 67,440,469 | $2,541,532,572 | +$51,759,358 | $37.67 | 298 |
| 2024 Q2 | 66,117,272 | $2,172,039,761 | +$247,518,635 | $32.85 | 273 |
| 2024 Q1 | 58,525,207 | $2,066,256,214 | -$18,494,367 | $35.31 | 269 |
| 2023 Q4 | 279,979 | $10,230,432 | -$929,029 | $36.54 | 5 |
| 2023 Q3 | 58,938,567 | $1,696,343,156 | +$27,079,538 | $28.78 | 238 |
| 2023 Q2 | 57,832,737 | $1,500,921,445 | -$126,075,981 | $25.95 | 219 |
| 2023 Q1 | 62,212,410 | $2,180,226,301 | +$332,260,806 | $35.05 | 243 |
| 2022 Q4 | 52,763,436 | $1,854,108,473 | -$21,851,688 | $35.14 | 248 |
| 2022 Q3 | 53,267,074 | $1,618,368,799 | +$4,382,645 | $30.38 | 224 |
| 2022 Q2 | 52,945,433 | $1,790,784,200 | +$21,976,226 | $33.92 | 222 |
| 2022 Q1 | 51,969,334 | $1,907,280,878 | +$1,021,934 | $36.69 | 238 |
| 2021 Q4 | 52,352,024 | $1,951,649,839 | -$39,933,994 | $37.29 | 229 |
| 2021 Q3 | 52,857,912 | $1,946,705,136 | -$13,858,560 | $36.85 | 231 |
| 2021 Q2 | 54,056,906 | $1,957,993,261 | -$42,190,578 | $36.22 | 232 |
| 2021 Q1 | 55,133,462 | $2,114,901,467 | -$11,414,469 | $38.36 | 229 |
| 2020 Q4 | 55,869,999 | $1,840,843,745 | +$47,641,469 | $32.94 | 207 |
| 2020 Q3 | 54,597,033 | $1,166,592,150 | -$2,710,929 | $21.37 | 183 |
| 2020 Q2 | 54,708,755 | $1,265,898,318 | +$20,757,094 | $23.16 | 191 |
| 2020 Q1 | 53,944,802 | $1,181,378,855 | -$51,566,982 | $21.90 | 186 |
| 2019 Q4 | 55,787,247 | $2,094,553,764 | -$90,098,137 | $37.55 | 220 |
| 2019 Q3 | 58,246,760 | $2,169,717,139 | +$106,289,783 | $37.24 | 207 |
| 2019 Q2 | 55,398,636 | $1,956,904,913 | +$1,956,139,571 | $35.33 | 204 |
| 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 | $0 | $38.53 | 1 |
| 2018 Q2 | 300 | $11,664 | $0 | $38.88 | 1 |
| 2018 Q1 | 300 | $11,013 | $0 | $36.71 | 1 |
| 2017 Q4 | 300 | $10,851 | $0 | $36.17 | 1 |
| 2017 Q3 | 300 | $10,590 | $0 | $35.30 | 1 |
| 2017 Q2 | 300 | $10,170 | +$10,170 | $33.90 | 1 |