Atlantic Union Bankshares Ownership | Who Owns Atlantic Union Bankshares?
Atlantic Union Bankshares Ownership Summary
Atlantic Union Bankshares is owned by 88.48% institutional investors, 0.90% insiders, and 10.62% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.73% of AUB shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.14% of its assets in Atlantic Union Bankshares shares.
AUB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Atlantic Union Bankshares | 88.48% | 0.90% | 10.62% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Regional Banks Stocks | 54.14% | 12.51% | 33.36% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 20.88M | 14.73% | $883.52M |
| Vanguard group | 16.02M | 11.30% | $565.60M |
| Dimensional fund advisors lp | 7.70M | 5.43% | $325.82M |
| State street | 7.63M | 5.38% | $322.98M |
| Vanguard capital management | 6.44M | 4.54% | $272.27M |
| T. rowe price investment management | 5.20M | 3.67% | $219.99M |
| Geode capital management | 3.70M | 2.61% | $156.69M |
| Franklin resources | 3.62M | 2.55% | $152.97M |
| North reef capital management lp | 3.56M | 2.51% | $150.84M |
| Congress asset management co /ma | 2.50M | 1.76% | $105.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| North reef capital management lp | 3.56M | 5.78% | $150.84M |
| Stieven capital advisors | 693.75K | 5.60% | $29.35M |
| Tributary capital management | 620.20K | 2.16% | $26.24M |
| Verity & verity | 628.53K | 1.83% | $26.59M |
| Kennondale capital management | 53.33K | 1.50% | $2.26M |
| Mendon capital advisors | 100.00K | 1.50% | $4.23M |
| Aristotle capital boston | 454.58K | 1.29% | $19.23M |
| Wills financial group | 82.15K | 1.26% | $3.48M |
| Phocas financial | 211.18K | 1.24% | $8.93M |
| Systematic financial management lp | 1.46M | 1.23% | $61.63M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 1.77M | 0.01% | 1.77M |
| Goldman sachs group | 2.42M | 0.01% | 845.23K |
| Manufacturers life insurance company, the | 753.48K | 0.02% | 685.11K |
| Arrowstreet capital, limited partnership | 454.87K | 0.01% | 454.87K |
| T. rowe price investment management | 5.20M | 0.14% | 429.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Westwood group | 881.88K | 0.28% | -1.11M |
| Ameriprise financial | 859.32K | 0.01% | -917.47K |
| Massachusetts financial services co /ma/ | - | - | -758.08K |
| North reef capital management lp | 3.56M | 5.78% | -720.00K |
| American century companies | 1.72M | 0.03% | -485.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 1.77M | 0.01% | 1.77M | $74.98M |
| Arrowstreet capital, limited partnership | 454.87K | 0.01% | 454.87K | $19.25M |
| Jupiter asset management | 198.59K | 0.04% | 198.59K | $8.40M |
| Jump financial | 167.95K | 0.06% | 167.95K | $7.11M |
| Ilex capital partners (uk) llp | 128.65K | 0.11% | 128.65K | $5.44M |
Sold Out
| Holder | Change |
|---|---|
| Optima capital | -3.00 |
| Nemes rush group | -6.00 |
| Vermillion wealth management | -11.00 |
| Clearstead trust | -37.00 |
| Raleigh capital management | -51.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 451 | 2.97% | 125,422,167 | 2.17% | 88 | 1.18% | 215 | 1.42% | 140 | -0.71% |
| Mar 31, 2026 | 426 | 3.65% | 121,602,952 | 0.22% | 85 | 1.17% | 203 | 18.71% | 139 | -14.72% |
| Dec 31, 2025 | 169 | -57.64% | 30,923,205 | -73.96% | 21 | 0.12% | 64 | -67.51% | 62 | -51.94% |
| Sep 30, 2025 | 396 | 5.04% | 119,390,520 | 6.41% | 133 | 2.13% | 198 | -26.67% | 127 | 76.39% |
| Jun 30, 2025 | 377 | 5.01% | 112,196,016 | 24.13% | 79 | 0.77% | 270 | 37.06% | 72 | -21.74% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8.71M | 6.14% | -8.33K |
| Vanguard Morn Total Stk Mkt Idx Investor | 4.54M | 3.20% | 25.66K |
| Vanguard MStar Total Stk Mkt Idx Invest | 4.56M | 3.19% | 12.64K |
| Vanguard Total Stock Mkt Idx Inv | 4.54M | 3.17% | 25.66K |
| iShares Russell 2000 ETF | 3.72M | 2.62% | - |
| Franklin US Small Cap Value Equity | 3.32M | 2.33% | 1.32M |
| Vanguard Small Cap Index | 3.29M | 2.30% | 8.56K |
| Vanguard Morn Small Cap Value Index | 2.08M | 1.47% | -29.05K |
| Vanguard MStar Small Cap Value Index | 2.09M | 1.46% | 5.66K |
| Vanguard Small Cap Value Index Inv | 2.08M | 1.46% | -29.05K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 20, 2026 | AGEE NANCY H | - | Buy | $25.38K |
| Aug 08, 2025 | Ellett Frank Russell | - | Buy | $45.38K |
| Aug 06, 2025 | Ellett Frank Russell | - | Buy | $158.95K |
| Aug 05, 2025 | Ellett Frank Russell | - | Buy | $156.60K |
| Aug 07, 2025 | Ellett Frank Russell | - | Buy | $157.70K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | 1 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 5 | - |
AUB Ownership FAQ
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