Who owns Atlantic Union Bankshares (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-Q2 13F filings (latest filed 2026-09-22). 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
139 tracked funds added or opened AUB while 56 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 422 tracked filers holding AUB, 209 increased or opened the position and 186 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2026-Q1 and 2026-Q2 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 11
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$19M
- JUPITER ASSET MANAGEMENT LTD$8M
- RENAISSANCE TECHNOLOGIES LLC$8M
- Jump Financial, LLC$7M
- Ilex Capital Partners (UK) LLP$5M
- Jupiter Topco LLC$3M
Full exits 33
- T. Rowe Price Investment Management, Inc.$170M
- GW&K Investment Management, LLC$56M
- Thrivent Financial for Lutherans$51M
- DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$22M
- CANADA LIFE ASSURANCE Co$4M
- Interval Partners, LP$4M
Largest adds
- BlackRock, Inc.$205M
- VANGUARD PORTFOLIO MANAGEMENT LLC$64M
- STATE STREET CORP$60M
- DIMENSIONAL FUND ADVISORS LP$53M
- GOLDMAN SACHS GROUP INC$46M
- VANGUARD CAPITAL MANAGEMENT LLC$45M
Largest trims
- WESTWOOD HOLDINGS GROUP INC$34M
- AMERIPRISE FINANCIAL INC$27M
- Squarepoint Ops LLC$10M
- AMERICAN CENTURY COMPANIES INC$6M
- TWO SIGMA INVESTMENTS, LP$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 20,882,121 | $884M | 19.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 8,879,618 | $376M | 8.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 7,700,837 | $326M | 7.1% | 2026-Q2 |
| STATE STREET CORP added | 7,633,703 | $323M | 7.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 6,435,133 | $272M | 6.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,702,812 | $157M | 3.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 3,615,538 | $153M | 3.3% | 2026-Q2 |
| North Reef Capital Management LP trimmed | 3,565,000 | $151M | 3.3% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 2,501,164 | $106M | 2.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,418,751 | $102M | 2.2% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 2,369,515 | $100M | 2.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,772,135 | $75M | 1.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,719,433 | $73M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,538,873 | $65M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 1,536,611 | $65M | 1.4% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 1,456,569 | $62M | 1.3% | 2026-Q2 |
| Nuveen, LLC added | 1,432,274 | $61M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,350,759 | $57M | 1.2% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 1,265,239 | $54M | 1.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 981,567 | $42M | 0.9% | 2026-Q2 |
| Invesco Ltd. added | 977,719 | $41M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 952,825 | $40M | 0.9% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 881,875 | $37M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 878,397 | $37M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 859,319 | $36M | 0.8% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 798,331 | $34M | 0.7% | 2026-Q2 |
| DAVENPORT & Co LLC added | 785,936 | $33M | 0.7% | 2026-Q2 |
| LONDON CO OF VIRGINIA trimmed | 785,692 | $33M | 0.7% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 767,417 | $32M | 0.7% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 753,477 | $32M | 0.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 721,211 | $31M | 0.7% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 711,227 | $30M | 0.7% | 2026-Q2 |
| Stieven Capital Advisors, L.P. trimmed | 693,749 | $29M | 0.6% | 2026-Q2 |
| UBS Group AG added | 664,204 | $28M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 660,044 | $28M | 0.6% | 2026-Q2 |
| Verity & Verity, LLC added | 628,527 | $27M | 0.6% | 2026-Q2 |
| Tributary Capital Management, LLC trimmed | 620,199 | $26M | 0.6% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 491,643 | $21M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO added | 480,202 | $20M | 0.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 454,866 | $19M | 0.4% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 454,584 | $19M | 0.4% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 416,436 | $18M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 401,319 | $17M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 364,155 | $15M | 0.3% | 2026-Q2 |
| Fisher Asset Management, LLC | 360,253 | $15M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 331,980 | $14M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 331,401 | $14M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 331,252 | $14M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 299,803 | $13M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 287,028 | $12M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 277,913 | $10M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 268,472 | $11M | 0.2% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 265,136 | $11M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 263,246 | $11M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 257,370 | $11M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 230,421 | $10M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 223,297 | $10M | 0.2% | 2026-Q2 |
| Phocas Financial Corp. added | 211,179 | $9M | 0.2% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD new | 198,595 | $8M | 0.2% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 190,680 | $8M | 0.2% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 189,370 | $8M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 183,102 | $8M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 179,058 | $8M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 174,324 | $7M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 167,948 | $7M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 166,388 | $7M | 0.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 165,667 | $7M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 164,063 | $7M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 160,713 | $7M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 151,501 | $6M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 149,189 | $6M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 148,407 | $6M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 141,084 | $6M | 0.1% | 2026-Q2 |
| Homestead Advisers Corp | 139,492 | $6M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 139,195 | $6M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 137,438 | $6M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 135,191 | $6M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 132,934 | $6M | 0.1% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP new | 128,653 | $5M | 0.1% | 2026-Q2 |
| Jain Global LLC added | 125,606 | $5M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 108,199 | $5M | 0.1% | 2026-Q2 |
| Murchinson Ltd. | 106,874 | $5M | 0.1% | 2026-Q2 |
| Curi Capital, LLC trimmed | 106,565 | $5M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 102,251 | $4M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 101,457 | $4M | 0.1% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP | 100,000 | $4M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 99,972 | $4M | 0.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 99,057 | $4M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 97,399 | $4M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 96,920 | $4M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 89,466 | $4M | 0.1% | 2026-Q2 |
| MARTIN & CO INC /TN/ trimmed | 87,417 | $4M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 86,877 | $4M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 84,080 | $4M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 83,555 | $4M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 82,728 | $4M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 82,258 | $3M | 0.1% | 2026-Q2 |
| Wills Financial Group LLC added | 82,148 | $3M | 0.1% | 2026-Q2 |
| 1492 Capital Management LLC trimmed | 81,382 | $3M | 0.1% | 2026-Q2 |
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.