Atlantic Union Bankshares Ownership | Who Owns Atlantic Union Bankshares?
Atlantic Union Bankshares Ownership Summary
Atlantic Union Bankshares is owned by 85.78% institutional investors, 0.89% insiders, and 13.33% 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 6.04% of its assets in Atlantic Union Bankshares shares.
AUB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Atlantic Union Bankshares | 85.78% | 0.89% | 13.33% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 20.56M | 14.50% | $734.74M |
| Vanguard group | 16.02M | 11.30% | $565.60M |
| Dimensional fund advisors lp | 7.64M | 5.39% | $272.88M |
| State street | 7.37M | 5.20% | $263.31M |
| T. rowe price investment management | 4.77M | 3.36% | $170.48M |
| North reef capital management lp | 4.29M | 3.02% | $153.15M |
| Geode capital management | 3.49M | 2.46% | $124.71M |
| Franklin resources | 3.36M | 2.37% | $120.05M |
| Earnest partners | 2.46M | 1.73% | $87.78M |
| Congress asset management co /ma | 2.24M | 1.58% | $80.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stieven capital advisors | 740.16K | 5.65% | $26.45M |
| North reef capital management lp | 4.29M | 5.27% | $153.15M |
| Tributary capital management | 638.90K | 2.22% | $22.83M |
| Verity & verity | 623.72K | 1.66% | $22.29M |
| Mendon capital advisors | 100.00K | 1.39% | $3.57M |
| Kennondale capital management | 53.33K | 1.37% | $1.91M |
| Systematic financial management lp | 1.53M | 1.26% | $54.81M |
| 1492 capital management | 91.15K | 1.24% | $3.26M |
| Aristotle capital boston | 541.90K | 1.20% | $19.37M |
| Westbourne investments | 64.76K | 1.10% | $2.31M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 4.77M | 0.12% | 2.30M |
| Vanguard fiduciary trust | 918.42K | 0.01% | 918.42K |
| Deroy & devereaux private investment counsel | 616.04K | 1.06% | 497.31K |
| Balyasny asset management | 930.73K | 0.04% | 324.35K |
| Congress asset management co /ma | 2.24M | 0.57% | 276.93K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sg americas securities | 5.74K | 0.00% | -1.53M |
| Massachusetts financial services co /ma/ | - | - | -758.08K |
| Metlife investment management | 77.88K | 0.01% | -545.17K |
| Schroder investment management group | 586.44K | 0.02% | -298.19K |
| North reef capital management lp | 4.29M | 5.27% | -287.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 918.42K | 0.01% | 918.42K | $32.82M |
| Vanguard asset management | 141.00K | 0.00% | 141.00K | $5.04M |
| Interval partners, lp | 112.92K | 0.11% | 112.92K | $4.04M |
| Picton mahoney asset management | 92.72K | 0.02% | 92.72K | $3.31M |
| Jain global | 89.81K | 0.01% | 89.81K | $3.21M |
Sold Out
| Holder | Change |
|---|---|
| Optima capital | -3.00 |
| Nemes rush group | -6.00 |
| Clearstead trust | -37.00 |
| Dv trading | -200.00 |
| Bryn mawr trust | -254.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 359 | 5.28% | 90,383,399 | 7.35% | 101 | 1.15% | 197 | -0.51% | 92 | 17.95% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8.64M | 6.04% | 1.83K |
| Vanguard Total Stock Mkt Idx Inv | 4.55M | 3.18% | 11.10K |
| iShares Russell 2000 ETF | 3.30M | 2.31% | 27.82K |
| Vanguard Small Cap Index | 3.28M | 2.30% | -6.68K |
| Vanguard Small Cap Value Index Inv | 2.11M | 1.47% | 14.98K |
| Franklin US Small Cap Value Equity | 1.91M | 1.34% | -53.73K |
| Franklin Small Cap Value SMA Composite | 1.91M | 1.34% | 1.91M |
| Franklin Small Cap Value A | 1.91M | 1.33% | - |
| DFA US Small Cap Value I | 1.84M | 1.30% | - |
| SPDR® S&P Regional Banking ETF | 1.84M | 1.29% | - |
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 Q2 | 1 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 5 | - |
| 2025 Q2 | - | - |
AUB Ownership FAQ
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