AUB Institutional Ownership & Shareholders
ATLANTIC UNION BANKSHARES CO (AUB) is currently held by 450 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.01B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of AUB tracked by InsiderSet, reporting ownership valued at approximately $883.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $820.04M, representing an estimated loss of -7.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed AUB value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in ATLANTIC UNION BANKSHARES CO (AUB).
This page ranks the largest institutional AUB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
450
Total Reported Value
$5.01B
Largest Holder
Blackrock, Inc.
Largest Position
$883.52M
Insider Transactions (90d)
14
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 20,882,121 | $883,522,520 | $820,040,892 | -$63,481,628 | -7.19% | |
| Vanguard Portfolio Management Llc | 0.02% | 8,879,618 | $375,696,638 | $348,702,599 | -$26,994,039 | -7.19% | |
| Dimensional Fund Advisors Lp | 0.06% | 7,700,837 | $325,823,828 | $302,411,869 | -$23,411,959 | -7.19% | |
| State Street Corp | 0.01% | 7,633,703 | $322,981,974 | $299,775,517 | -$23,206,457 | -7.19% | |
| Vanguard Capital Management Llc | 0.01% | 6,435,133 | $272,270,477 | $252,707,673 | -$19,562,804 | -7.19% | |
| T. Rowe Price Investment Management, Inc. | 0.14% | 5,199,382 | $219,986,000 | $204,179,731 | -$15,806,269 | -7.19% | |
| Geode Capital Management, Llc | 0.01% | 3,702,812 | $156,691,525 | $145,409,427 | -$11,282,098 | -7.20% | |
| North Reef Capital Management Lp | 5.78% | 3,565,000 | $150,835,150 | $139,997,550 | -$10,837,600 | -7.19% | |
| Goldman Sachs Group Inc | 0.01% | 2,418,751 | $102,337,361 | $94,984,352 | -$7,353,009 | -7.19% | |
| Earnest Partners Llc | 0.36% | 2,369,515 | $100,254,180 | $93,050,854 | -$7,203,326 | -7.19% | |
| Congress Asset Management Co | 0.62% | 2,531,692 | $96,077,699 | $99,419,545 | +$3,341,846 | +3.48% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,772,135 | $74,979,032 | $69,591,741 | -$5,387,291 | -7.19% | |
| American Century Companies Inc | 0.03% | 1,719,433 | $72,749,210 | $67,522,134 | -$5,227,076 | -7.19% | |
| Northern Trust Corp | 0.01% | 1,538,873 | $65,109,716 | $60,431,543 | -$4,678,173 | -7.19% | |
| Morgan Stanley | 0.00% | 1,536,611 | $65,014,084 | $60,342,714 | -$4,671,370 | -7.19% | |
| Gw&K Investment Management, Llc | 0.48% | 1,466,606 | $62,052,000 | $57,593,618 | -$4,458,382 | -7.18% | |
| Systematic Financial Management Lp | 1.23% | 1,456,569 | $61,627,500 | $57,199,465 | -$4,428,035 | -7.19% | |
| Nuveen, Llc | 0.01% | 1,432,274 | $60,599,472 | $56,245,400 | -$4,354,072 | -7.18% | |
| Thrivent Financial For Lutherans | 0.10% | 1,415,944 | $59,909,000 | $55,604,121 | -$4,304,879 | -7.19% | |
| Bank Of New York Mellon Corp | 0.01% | 1,350,759 | $57,150,611 | $53,044,306 | -$4,106,305 | -7.19% | |
| William Blair Investment Management, Llc | 0.16% | 1,265,239 | $53,532,262 | $49,685,936 | -$3,846,326 | -7.19% | |
| Atlantic Union Bankshares Corp | 0.72% | 1,022,897 | $43,278,786 | $40,169,165 | -$3,109,621 | -7.19% | |
| Principal Financial Group Inc | 0.02% | 981,567 | $41,530,099 | $38,546,136 | -$2,983,963 | -7.19% | |
| Invesco Ltd. | 0.00% | 977,719 | $41,367,291 | $38,395,025 | -$2,972,266 | -7.19% | |
| Vanguard Fiduciary Trust Co | 0.01% | 952,825 | $40,314,026 | $37,417,438 | -$2,896,588 | -7.19% | |
| Westwood Holdings Group Inc | 0.28% | 881,875 | $37,312,132 | $34,631,231 | -$2,680,901 | -7.19% | |
| Bank Of America Corp | 0.00% | 878,397 | $37,164,974 | $34,494,650 | -$2,670,324 | -7.19% | |
| Ameriprise Financial Inc | 0.01% | 859,319 | $36,358,626 | $33,745,457 | -$2,613,169 | -7.19% | |
| London Co Of Virginia | 0.19% | 785,692 | $33,242,693 | $30,854,125 | -$2,388,568 | -7.19% | |
| Schroder Investment Management Group | 0.02% | 767,417 | $32,438,717 | $30,136,466 | -$2,302,251 | -7.10% | |
| Manufacturers Life Insurance Company, The | 0.02% | 753,477 | $31,879,612 | $29,589,042 | -$2,290,570 | -7.19% | |
| Wellington Management Group Llp | 0.01% | 721,211 | $30,514,437 | $28,321,956 | -$2,192,481 | -7.19% | |
| Balyasny Asset Management L.P. | 0.06% | 711,227 | $30,092,014 | $27,929,884 | -$2,162,130 | -7.19% | |
| Stieven Capital Advisors, L.P. | 5.60% | 693,749 | $29,352,520 | $27,243,523 | -$2,108,997 | -7.19% | |
| Ubs Group Ag | 0.00% | 664,204 | $28,102,471 | $26,083,291 | -$2,019,180 | -7.19% | |
| Davenport & Co Llc | 0.14% | 735,385 | $27,933,468 | $28,878,569 | +$945,101 | +3.38% | |
| Envestnet Asset Management Inc | 0.01% | 660,044 | $27,926,462 | $25,919,928 | -$2,006,534 | -7.19% | |
| Fort Washington Investment Advisors Inc | 0.13% | 680,322 | $25,818,220 | $26,716,245 | +$898,025 | +3.48% | |
| Verity & Verity, Llc | 1.62% | 638,469 | $24,229,899 | $25,072,678 | +$842,779 | +3.48% | |
| Tributary Capital Management, Llc | 2.05% | 590,653 | $22,415,296 | $23,194,943 | +$779,647 | +3.48% | |
| Public Sector Pension Investment Board | 0.05% | 491,643 | $20,801,415 | $19,306,821 | -$1,494,594 | -7.19% | |
| Sei Investments Co | 0.02% | 480,202 | $20,317,356 | $18,857,533 | -$1,459,823 | -7.19% | |
| Arrowstreet Capital, Limited Partnership | 0.01% | 454,866 | $19,245,380 | $17,862,588 | -$1,382,792 | -7.19% | |
| Aristotle Capital Boston, Llc | 1.29% | 454,584 | $19,233,466 | $17,851,514 | -$1,381,952 | -7.19% | |
| Kennedy Capital Management Llc | 0.31% | 416,436 | $17,619,407 | $16,353,442 | -$1,265,965 | -7.19% | |
| Wells Fargo & Company/Mn | 0.00% | 401,319 | $16,979,804 | $15,759,797 | -$1,220,007 | -7.19% | |
| Rhumbline Advisers | 0.01% | 364,155 | $15,407,375 | $14,300,367 | -$1,107,008 | -7.18% | |
| Fisher Asset Management, Llc | 0.00% | 360,253 | $15,242,304 | $14,147,135 | -$1,095,169 | -7.19% | |
| First Trust Advisors Lp | 0.01% | 331,980 | $14,046,078 | $13,036,855 | -$1,009,223 | -7.19% | |
| Raymond James Financial Inc | 0.00% | 331,401 | $14,021,596 | $13,014,117 | -$1,007,479 | -7.19% |
Frequently asked questions about AUB
Who are the largest institutional holders of AUB?
The largest institutional holders of AUB reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Dimensional Fund Advisors Lp, State Street Corp, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported AUB position.
What is AUB institutional ownership?
This page tracks AUB positions reported by institutional investment managers through SEC Form 13F. ATLANTIC UNION BANKSHARES CO (AUB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AUB?
InsiderSet currently tracks 450 institutional managers reporting AUB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AUB shareholders.
How much AUB stock do institutions own?
Institutional investment managers disclosed approximately $5.01B in AUB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AUB institutional ownership last updated?
The latest AUB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AUB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AUB position after the reporting date.
Are institutions buying or selling AUB?
Institutional buying and selling can be analyzed by comparing AUB positions across consecutive 13F reporting periods. InsiderSet's AUB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AUB ownership changes.
How has AUB institutional ownership changed over time?
InsiderSet tracks AUB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.