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Atlantic Union Bankshares Ownership | Who Owns Atlantic Union Bankshares?

OverviewForecastRevenueFinancialsChartTranscripts

Atlantic Union Bankshares Ownership Summary

Atlantic Union Bankshares is owned by 39.67% institutional investors, 0.90% insiders, and 59.42% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 23.33% of AUB shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.96% of its assets in Atlantic Union Bankshares shares.

AUB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAtlantic Union Bankshares39.67%0.90%59.42%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryRegional Banks Stocks38.26%12.54%49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de20.82M23.33%$734.74M
Vanguard group16.16M18.11%$570.34M
Blackrock13.08M17.39%$429.60M
Dimensional fund advisors lp7.77M8.70%$274.09M
State street7.33M8.22%$258.83M
North reef capital management lp3.71M4.16%$131.05M
Geode capital management3.39M3.80%$119.68M
Franklin resources3.29M3.69%$116.05M
Earnest partners2.58M2.89%$91.14M
American century companies2.39M2.68%$84.46M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
North reef capital management lp3.71M6.13%$131.05M
Stieven capital advisors684.36K4.55%$24.15M
Elizabeth park capital advisors85.58K2.44%$3.02M
Tributary capital management1.41M2.37%$49.91M
Ategra capital management74.00K1.54%$2.61M
Kennondale capital management53.33K1.44%$1.88M
Verity & verity504.42K1.42%$17.80M
Systematic financial management lp1.55M1.33%$54.78M
Benson investment management company107.67K1.30%$3.80M
Forest hill capital58.56K1.22%$2.07M

Top Buyers

HolderShares% AssetsChange
Blackrock13.08M0.01%2.04M
Congress asset management co /ma1.88M0.44%1.71M
Thrivent financial for lutherans1.40M0.10%1.28M
North reef capital management lp3.71M6.13%963.60K
Tributary capital management1.41M2.37%675.52K

Top Sellers

HolderShares% AssetsChange
Soros fund management---575.85K
Kodai capital management lp---515.95K
Steadfast capital management lp557.20K0.34%-443.80K
Renaissance---342.00K
Mirabella financial services llp191.24K0.56%-340.24K

New Positions

HolderShares% AssetsChangeValue
Balyasny asset management520.59K0.02%520.59K$16.28M
Kennedy capital management311.76K0.24%311.76K$11.00M
Norges bank183.65K0.00%183.65K$6.96M
Phocas financial106.16K0.49%106.16K$3.75M
First national bank of omaha79.44K0.18%79.44K$2.80M

Sold Out

HolderChange
Td waterhouse canada-1.00
Tfo-tdc-1.00
Tfc financial management-1.00
Northwest financial advisors-2.00
Claris advisors, llc / mo /-5.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025188-50.00%35,398,404-68.45%390.63%98-63.70%51-28.17%
Jun 30, 20253785.88%117,163,94929.92%820.81%27240.21%71-23.66%
Mar 31, 20253524.45%90,079,8237.05%1001.15%190-3.55%9423.68%
Dec 31, 20243329.93%84,000,01424.54%931.66%19229.73%76-17.39%
Sep 30, 20243019.45%67,447,3992.03%751.39%148-9.76%9133.82%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF8.49M5.96%-
Vanguard Total Stock Mkt Idx Inv4.52M3.17%-95.28K
Vanguard US Total Market Shares ETF2.83M3.14%3.16K
Vanguard Small Cap Index3.46M2.43%-21.81K
iShares Russell 2000 ETF3.42M2.40%-
Franklin US Small Cap Value Equity3.13M2.21%2.23M
Franklin Small Cap Value SMA Composite3.13M2.21%2.23M
Vanguard Small Cap Value Index Inv2.23M1.56%7.50K
Franklin Small Cap Value A1.96M1.38%-
DFA US Small Cap Value I1.89M1.33%-

Recent Insider Transactions

DateNameRoleActivityValue
Aug 08, 2025Ellett Frank Russell-Buy$45.38K
Aug 07, 2025Ellett Frank Russell-Buy$157.70K
Aug 06, 2025Ellett Frank Russell-Buy$158.95K
Aug 05, 2025Ellett Frank Russell-Buy$156.60K
Jul 28, 2025Asbury John C PRESIDENT AND CEOBuy$246.82K

Insider Transactions Trends

DateBuySell
2025 Q4--
2025 Q35-
2025 Q2--
2025 Q1--
2024 Q4--

AUB Ownership FAQ

Who Owns Atlantic Union Bankshares?

Atlantic Union Bankshares shareholders are primarily institutional investors at 39.67%, followed by 0.90% insiders and 59.43% retail investors. The average institutional ownership in Atlantic Union Bankshares's industry, Regional Banks Stocks, is 38.26%, which Atlantic Union Bankshares exceeds.

Who owns the most shares of Atlantic Union Bankshares?

Atlantic Union Bankshares’s largest shareholders are Blackrock funding, inc. /de (20.82M shares, 23.33%), Vanguard group (16.16M shares, 18.11%), and Blackrock (13.08M shares, 17.39%). Together, they hold 58.84% of Atlantic Union Bankshares’s total shares outstanding.

Does Blackrock own Atlantic Union Bankshares?

Yes, BlackRock owns 17.39% of Atlantic Union Bankshares, totaling 13.08M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 429.6M$. In the last quarter, BlackRock increased its holdings by 2.04M shares, a 18.52% change.

Who is Atlantic Union Bankshares’s biggest shareholder by percentage of total assets invested?

North reef capital management lp is Atlantic Union Bankshares’s biggest shareholder by percentage of total assets invested, with 6.13% of its assets in 3.71M Atlantic Union Bankshares shares, valued at 131.05M$.

Who is the top mutual fund holder of Atlantic Union Bankshares shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Atlantic Union Bankshares shares, with 5.96% of its total shares outstanding invested in 8.49M Atlantic Union Bankshares shares.

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