Who owns AUB (AUB)
Which tracked institutional funds hold AUB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AUB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
84 tracked funds added or opened AUB while 69 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AUB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AUB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AUB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 433 tracked filers holding AUB, 211 increased or opened the position and 182 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AUB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 22
- VANGUARD PORTFOLIO MANAGEMENT LLC$312M
- VANGUARD CAPITAL MANAGEMENT LLC$228M
- VANGUARD FIDUCIARY TRUST CO$33M
- VANGUARD ASSET MANAGEMENT, Ltd$5M
- Interval Partners, LP$4M
- NORGES BANK$3M
Full exits 20
- VANGUARD GROUP INC$558M
- JENNISON ASSOCIATES LLC$8M
- BW Gestao de Investimentos Ltda.$7M
- Jefferies Financial Group Inc.$7M
- Weiss Asset Management LP$6M
- Brandywine Global Investment Management, LLC$6M
Largest adds
- T. Rowe Price Investment Management, Inc.$134M
- DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$18M
- BALYASNY ASSET MANAGEMENT L.P.$12M
- STATE STREET CORP$11M
- BANK OF AMERICA CORP /DE/$11M
- CONGRESS ASSET MANAGEMENT CO$11M
Largest trims
- SG Americas Securities, LLC$54M
- BlackRock, Inc.$47M
- MetLife Investment Management, LLC$19M
- SCHRODER INVESTMENT MANAGEMENT GROUP$11M
- North Reef Capital Management LP$8M
- Invesco Ltd.$8M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 18,994,154 | $679M | 14.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 8,729,234 | $312M | 6.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 7,635,464 | $273M | 5.8% | 2026-Q1 |
| STATE STREET CORP added | 7,367,487 | $263M | 5.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,367,334 | $228M | 4.8% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 4,769,963 | $170M | 3.6% | 2026-Q1 |
| North Reef Capital Management LP trimmed | 4,285,000 | $153M | 3.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,488,806 | $125M | 2.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 3,358,989 | $120M | 2.5% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 2,455,989 | $88M | 1.9% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 2,241,874 | $80M | 1.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,204,736 | $79M | 1.7% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 1,994,507 | $71M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,780,345 | $64M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,776,786 | $64M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,573,521 | $56M | 1.2% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 1,562,111 | $56M | 1.2% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 1,533,559 | $55M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,484,007 | $53M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,436,305 | $51M | 1.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,418,385 | $51M | 1.1% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 1,380,238 | $49M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,341,139 | $48M | 1.0% | 2026-Q1 |
| Nuveen, LLC added | 1,337,337 | $48M | 1.0% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 951,373 | $34M | 0.7% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 930,726 | $33M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 918,421 | $33M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 886,978 | $32M | 0.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 870,621 | $31M | 0.7% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 829,469 | $30M | 0.6% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 820,010 | $29M | 0.6% | 2026-Q1 |
| DAVENPORT & Co LLC added | 784,472 | $28M | 0.6% | 2026-Q1 |
| Stieven Capital Advisors, L.P. trimmed | 740,157 | $26M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 659,998 | $24M | 0.5% | 2026-Q1 |
| Tributary Capital Management, LLC trimmed | 638,899 | $23M | 0.5% | 2026-Q1 |
| Verity & Verity, LLC added | 623,717 | $22M | 0.5% | 2026-Q1 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC added | 616,040 | $22M | 0.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 586,438 | $20M | 0.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 547,019 | $20M | 0.4% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 541,900 | $19M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 507,217 | $18M | 0.4% | 2026-Q1 |
| UBS Group AG added | 476,310 | $17M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 460,912 | $16M | 0.3% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 429,501 | $15M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 403,399 | $14M | 0.3% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 360,253 | $13M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 357,501 | $12M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 328,048 | $12M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 322,737 | $12M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 307,830 | $11M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 303,733 | $11M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 295,072 | $10M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 290,733 | $10M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 282,028 | $10M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 268,970 | $10M | 0.2% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 259,147 | $9M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 258,402 | $9M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 249,679 | $9M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 246,277 | $9M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 217,553 | $8M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 196,878 | $7M | 0.1% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 190,680 | $7M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 184,404 | $7M | 0.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 181,207 | $6M | 0.1% | 2026-Q1 |
| Phocas Financial Corp. added | 165,445 | $6M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 164,102 | $6M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 151,761 | $5M | 0.1% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 151,340 | $5M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 145,473 | $5M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 144,997 | $5M | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC added | 143,392 | $5M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 141,003 | $5M | 0.1% | 2026-Q1 |
| Homestead Advisers Corp | 139,492 | $5M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 139,241 | $5M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 138,751 | $5M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 131,000 | $5M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 130,328 | $5M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 126,991 | $5M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 127,030 | $5M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 123,288 | $4M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 115,089 | $4M | 0.1% | 2026-Q1 |
| Interval Partners, LP new | 112,921 | $4M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 111,998 | $4M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 112,823 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 15,795,592 | $558M | 11.8% | 2025-Q4 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 758,084 | $27M | 0.6% | 2025-Q3 stale |
| STEADFAST CAPITAL MANAGEMENT LP trimmed | 557,200 | $20M | 0.4% | 2025-Q3 stale |
| Fourthstone LLC added | 321,400 | $10M | 0.2% | 2025-Q2 stale |
| SAMLYN CAPITAL, LLC trimmed | 294,851 | $9M | 0.2% | 2025-Q1 stale |
| JENNISON ASSOCIATES LLC trimmed | 238,208 | $8M | 0.2% | 2025-Q4 stale |
| Burkehill Global Management, LP trimmed | 250,000 | $8M | 0.2% | 2025-Q1 stale |
| BW Gestao de Investimentos Ltda. new | 210,000 | $7M | 0.2% | 2025-Q4 stale |
| NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed | 216,645 | $7M | 0.1% | 2025-Q1 stale |
| Jefferies Financial Group Inc. new | 189,970 | $7M | 0.1% | 2025-Q4 stale |
| Weiss Asset Management LP new | 167,282 | $6M | 0.1% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. added | 178,492 | $6M | 0.1% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 155,910 | $6M | 0.1% | 2025-Q4 stale |
| Verition Fund Management LLC trimmed | 145,506 | $5M | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 155,139 | $5M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.