Who Owns Atlantic Union Bankshares Corporation (AUB)?Hedge Fund & Institutional Holders

$34.31-0.01 (-0.03%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

Infinity%

QoQ Change in Holders

+9 / -2

Price History

$23.85$28.77$33.70$38.63$43.55Sep 24Jun 25Mar 26

AUB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PRINCIPAL FINANCIAL GROUP INCNew Position+679K+$24.0B
Tributary Capital Management, LLCNew Position+658K+$23.2B
Aristotle Capital Boston, LLCNew Position+628K+$22.2B
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/New Position+606K+$21.4B
BALYASNY ASSET MANAGEMENT L.P.Increased+577K+$20.0B
Verity & Verity, LLCNew Position+518K+$18.3B
JENNISON ASSOCIATES LLCNew Position+238K+$8.4B
GOLDMAN SACHS GROUP INCIncreased+249K+$7.0B
SEI INVESTMENTS COIncreased+185K+$6.1B
PEREGRINE CAPITAL MANAGEMENT LLCNew Position+166K+$5.9B
SCHRODER INVESTMENT MANAGEMENT GROUPIncreased+153K+$5.0B
HOMESTEAD ADVISERS CORPNew Position+139K+$4.9B
KENNEDY CAPITAL MANAGEMENT LLCIncreased+123K+$4.4B
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+112K+$3.9B
HSBC HOLDINGS PLCIncreased+99K+$3.5B

AUB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-928K-$33.8B
STEADFAST CAPITAL MANAGEMENT LPClosed Position-557K-$19.7B
DIMENSIONAL FUND ADVISORS LPDecreased-234K-$10.1B
WELLINGTON MANAGEMENT GROUP LLPDecreased-174K-$7.7B
ProShare Advisors LLCDecreased-878-$7.1B
Squarepoint Ops LLCDecreased-134K-$6.9B
MIRABELLA FINANCIAL SERVICES LLPClosed Position-191K-$6.7B
NORTHERN TRUST CORPDecreased-88K-$6.0B
AMERICAN CENTURY COMPANIES INCDecreased-151K-$5.5B
Verition Fund Management LLCDecreased-562-$5.1B
ALLIANCEBERNSTEIN L.P.Decreased-84K-$3.8B
TWO SIGMA INVESTMENTS, LPDecreased-102K-$3.6B
Legal & General Group PlcDecreased-24K-$3.4B
ROYAL BANK OF CANADADecreased-36K-$3.4B
Creative PlanningDecreased-2K-$3.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DIMENSIONAL FUND ADVISORS LP7,351,231$259.0B54.33%Share
2FRANKLIN RESOURCES INC3,231,935$114.0B27.97%Share
3EARNEST PARTNERS LLC2,522,575$89.0B381.59%Share
4AMERICAN CENTURY COMPANIES INC2,241,848$79.0B39.71%Share
5WESTWOOD HOLDINGS GROUP INC2,029,191$71.6B582.38%Share
6CONGRESS ASSET MANAGEMENT CO1,964,949$69.4B488.20%Share
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,786,698$63.0B9.79%Share
8SYSTEMATIC FINANCIAL MANAGEMENT LP1,479,836$52.2B1.23%Share
9NORTHERN TRUST CORP1,170,384$41.0B5.23%Share
10WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,111,244$39.2B109.41%Share
11GOLDMAN SACHS GROUP INC1,047,090$36.0B4.44%Share
12AMERIPRISE FINANCIAL INC998,314$35.0B7.91%Share
13Invesco Ltd.988,702$34.9B5.35%Share
14SCHRODER INVESTMENT MANAGEMENT GROUP884,625$31.0B23.50%Share
15LONDON CO OF VIRGINIA847,406$29.9B172.58%Share
16GOLDMAN SACHS GROUP INC733,690$25.0B3.08%Share
17AMERIPRISE FINANCIAL INC698,203$24.0B5.42%Share
18PRINCIPAL FINANCIAL GROUP INC673,107$23.8B12.13%Share
19Tributary Capital Management, LLC657,791$23.2B2.29%Share
20Nuveen, LLC663,177$23.0B6.02%Share
21Aristotle Capital Boston, LLC628,018$22.2B1.22%Share
22FORT WASHINGTON INVESTMENT ADVISORS INC /OH/606,259$21.4B113.96%Share
23MetLife Investment Management, LLC623,041$21.0B101.60%Share
24BALYASNY ASSET MANAGEMENT L.P.606,377$21.0B26.66%Share
25Verity & Verity, LLC518,011$18.3B1.42%Share
26PUBLIC SECTOR PENSION INVESTMENT BOARD493,202$17.0B57.08%Share
27WELLINGTON MANAGEMENT GROUP LLP498,269$17.0B2.98%Share
28UBS Group AG449,011$15.8B2.57%Share
29KENNEDY CAPITAL MANAGEMENT LLC435,054$15.4B0.33%Share
30RHUMBLINE ADVISERS397,126$14.0B11.32%Share
31Fisher Asset Management, LLC360,291$12.0B4.10%Share
32SEI INVESTMENTS CO350,463$12.0B11.84%Share
33Nuveen, LLC360,328$12.0B3.14%Share
34ALLIANCEBERNSTEIN L.P.335,536$11.0B3.47%Share
35Nuveen, LLC301,527$10.0B2.62%Share
36PINNACLE ASSOCIATES LTD256,325$9.0B116.09%Share
37FIRST TRUST ADVISORS LP271,768$9.0B6.54%Share
38VICTORY CAPITAL MANAGEMENT INC277,837$9.0B5.08%Share
39Swiss National Bank280,928$9.0B5.36%Share
40BARCLAYS PLC274,579$9.0B2.16%Share
41AQR CAPITAL MANAGEMENT LLC268,938$9.0B4.72%Share
42WELLS FARGO & COMPANY/MN249,532$8.0B1.46%Share
43BANK OF AMERICA CORP /DE/239,344$8.0B0.58%Share
44OSAIC HOLDINGS, INC.214,516$7.0B10.23%Share
45Legal & General Group Plc225,965$7.0B1.55%Share
46JENNISON ASSOCIATES LLC197,428$7.0B4.18%Share
47BASSWOOD CAPITAL MANAGEMENT, L.L.C.190,680$6.7B0.27%Share
48GAMCO INVESTORS, INC. ET AL187,174$6.6B63.46%Share
49JPMORGAN CHASE & CO179,558$6.0B0.38%Share
50BANK OF AMERICA CORP /DE/180,598$6.0B0.44%Share

AUB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025406$1.8T+141
Q3 2025265$1.9T-59
Q2 2025324$1.6T-27
Q1 2025351$2.1T+37
Q4 2024314$3.7T+72
Q3 2024242$75.1T+20
Q2 2024222$82.1T+13
Q1 2024209$50.3T—

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As of Q4 2025, 50 institutional investors hold AUB (Atlantic Union Bankshares Corporation). The largest holder is DIMENSIONAL FUND ADVISORS LP with $259.0B in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own AUB?

As of Q4 2025, 50 institutional investors report holding AUB (Atlantic Union Bankshares Corporation) in their 13F filings.

Who is the largest institutional holder of AUB?

The largest institutional holder of AUB is DIMENSIONAL FUND ADVISORS LP with $259.0B in shares.

Is institutional ownership of AUB increasing or decreasing?

This quarter, 9 institutions opened new positions in AUB and 2 closed their positions.