AUB · Company research
Atlantic Union Bankshares Corporation (AUB): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
69records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Ledyard National Bank | 1310658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13478 | 570254 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6758 | 285931 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TRUST POINT INC. | 1635633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11331 | 479415 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4335 | 183414 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CONNABLE OFFICE INC | 914933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10150 | 429447 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1492 | 63127 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Argent Trust Co | 1625292 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7668 | 324432 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Cascades Capital Asset Management, LLC | 2035512 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3228 | 136577 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GAMCO INVESTORS, INC. ET AL | 807249 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165667 | 7009371 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 212 | 8970 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Towne Trust Company, N.A | 1102256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 217 | 9181 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11478 | 486 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1338605 | 56636 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MANNING & NAPIER ADVISORS LLC | 62039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1657 | 70041 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 16924 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18340 | 775959 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 889022 | 37614521 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FIRST UNITED BANK & TRUST | 1214183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14052 | 594540 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75551 | 3196562 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49860 | 2109577 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6923 | 292912 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 664 | 28094 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6941506 | 164063 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 167700 | 7095387 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEGALL BRYANT & HAMILL, LLC | 1006378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13219 | 559296 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PEREGRINE CAPITAL MANAGEMENT LLC | 764529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139195 | 5889340 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 932974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6473 | 273873 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Nadler Financial Group, Inc. | 1541787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12325 | 521471 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28039 | 1186330 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89466 | 3785306 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Fisher Asset Management, LLC | 850529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 360253 | 15242304 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CONGRESS ASSET MANAGEMENT CO | 897378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2501164 | 105824242 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 670667 | 28376742 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1077 | 45568 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1057 | 45 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42651 | 1804564 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46360 | 1961 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 364155 | 15407375 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Teton Advisors, LLC | 2086025 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 1269300 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30702 | 1299 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIRST HORIZON CORP | 36966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240 | 10154 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 416436 | 17619407 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1278678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 606126 | 25645 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2914 | 123291 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8058 | 340934 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40737 | 1724 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84080 | 3557425 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tributary Capital Management, LLC | 1441888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 620199 | 26240636 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| SouthState Bank Corporation | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4335 | 183414000 | — | — | — | Aug 6, 2026 | SEC_13F_HR |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40805 | 1726460 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 877 | 37086 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1009016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 798331 | 33777385 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 590 | 24963 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1331 | 56315 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13300 | 562723 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 3173 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34350 | 1453349 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GABELLI FUNDS LLC | 1081407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135191 | 5719931 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3164738 | 133925615 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32556 | 1377444 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| WESBANCO BANK INC | 877134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62700 | 2652837 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| SouthState Bank Corporation | 764038 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4335 | 154933000 | — | — | — | May 5, 2026 | SEC_13F_HR |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1094052 | 39101419 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corporation | 883948 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74080 | 2647619000 | — | — | — | May 12, 2026 | SEC_13F_HR |
| SouthState Bank Corporation | 764038 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 4335 | 153026000 | — | — | — | Feb 11, 2026 | SEC_13F_HR |
| Atlantic Union Bankshares Corporation | 883948 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 90737 | 3203016000 | — | — | — | Feb 4, 2026 | SEC_13F_HR |
| SouthState Bank Corporation | 764038 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 4335 | 152982000 | — | — | — | Nov 5, 2025 | SEC_13F_HR |
| Atlantic Union Bankshares Corporation | 883948 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 76454 | 2698062000 | — | — | — | Nov 4, 2025 | SEC_13F_HR |
| Jump Financial, LLC | 1831577 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 67000 | 2086380 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.