Atlantic Union Bankshares Ownership | Who Owns Atlantic Union Bankshares?
Atlantic Union Bankshares Ownership Summary
Atlantic Union Bankshares is owned by 21.81% institutional investors, 0.91% insiders, and 77.28% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.50% of AUB shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.07% of its assets in Atlantic Union Bankshares shares.
AUB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Atlantic Union Bankshares | 21.81% | 0.91% | 77.28% |
| Industry | Regional Banks Stocks | 31.75% | 12.70% | 55.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 20.55M | 14.50% | $725.37M |
| Vanguard group | 16.02M | 11.30% | $565.60M |
| Dimensional fund advisors lp | 7.53M | 5.31% | $265.90M |
| Geode capital management | 3.39M | 2.39% | $119.64M |
| Franklin resources | 3.24M | 2.29% | $114.47M |
| Earnest partners | 2.52M | 1.78% | $89.05M |
| Congress asset management co /ma | 1.96M | 1.39% | $69.36M |
| Charles schwab investment management | 1.79M | 1.26% | $63.07B |
| Goldman sachs group | 1.78M | 1.26% | $62.86M |
| Gw&k investment management | 1.61M | 1.14% | $56.80M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stieven capital advisors | 742.66K | 4.86% | $26.22M |
| Tributary capital management | 657.79K | 2.29% | $23.22M |
| Verity & verity | 518.01K | 1.42% | $18.29M |
| Benson investment management company | 109.06K | 1.34% | $3.85M |
| Systematic financial management lp | 1.54M | 1.28% | $54.50M |
| 1492 capital management | 64.72K | 0.88% | $2.28M |
| Wills financial group | 64.64K | 0.87% | $2.28M |
| Accordant advisory group | 35.18K | 0.86% | $1.24M |
| Campbell deegan wealth management | 19.25K | 0.55% | $679.45K |
| Atlantic union bankshares | 827.39K | 0.55% | $29.21M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sg americas securities | 1.53M | 0.07% | 1.51M |
| Goldman sachs group | 1.78M | 0.01% | 249.45K |
| Bw gestao de investimentos ltda. | 210.00K | 0.17% | 210.00K |
| Morgan stanley | 1.56M | 0.00% | 204.41K |
| Jefferies financial group | 189.97K | 0.03% | 189.97K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Massachusetts financial services co /ma/ | - | - | -758.08K |
| Jennison associates | 238.21K | 0.01% | -394.37K |
| Blackrock funding, inc. /de | 20.55M | 0.01% | -271.17K |
| Dimensional fund advisors lp | 7.53M | 0.06% | -234.06K |
| Vanguard group | 16.02M | 0.01% | -138.83K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bw gestao de investimentos ltda. | 210.00K | 0.17% | 210.00K | $7.41M |
| Jefferies financial group | 189.97K | 0.03% | 189.97K | $6.71M |
| Ruffer llp | 84.18K | 0.14% | 84.18K | $2.98M |
| Wills financial group | 64.64K | 0.87% | 64.64K | $2.28M |
| Alphacore capital | 54.97K | 0.04% | 54.97K | $1.94M |
Sold Out
| Holder | Change |
|---|---|
| Clearstead trust | -37.00 |
| Salem investment counselors | -54.00 |
| Bryn mawr trust | -254.00 |
| Caitong asset management | -404.00 |
| Rise advisors | -522.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 359 | 5.28% | 90,383,399 | 7.35% | 101 | 1.15% | 197 | -0.51% | 92 | 17.95% |
| Dec 31, 2024 | 341 | 11.44% | 84,198,256 | 24.17% | 93 | 1.64% | 198 | 32.89% | 78 | -17.02% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8.60M | 6.07% | 2.61M |
| Vanguard Total Stock Mkt Idx Inv | 4.51M | 3.18% | 11.47K |
| iShares Russell 2000 ETF | 3.46M | 2.44% | 658.05K |
| Vanguard Small Cap Index | 3.23M | 2.28% | -940.00 |
| Vanguard Small Cap Value Index Inv | 2.07M | 1.46% | -16.02K |
| Franklin US Small Cap Value Equity | 1.96M | 1.38% | - |
| Franklin Small Cap Value A | 1.91M | 1.35% | -53.73K |
| DFA US Small Cap Value I | 1.84M | 1.30% | - |
| SPDR® S&P Regional Banking ETF | 1.84M | 1.29% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.54M | 1.09% | 5.16K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 08, 2025 | Ellett Frank Russell | - | Buy | $45.38K |
| Aug 07, 2025 | Ellett Frank Russell | - | Buy | $157.70K |
| Aug 06, 2025 | Ellett Frank Russell | - | Buy | $158.95K |
| Aug 05, 2025 | Ellett Frank Russell | - | Buy | $156.60K |
| Jul 28, 2025 | Asbury John C | PRESIDENT AND CEO | Buy | $246.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 5 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
AUB Ownership FAQ
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