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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 82.70% institutional investors, 0.90% insiders, and 16.41% retail investors. Blackrock is the largest institutional shareholder, holding 17.39% of AUB shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.97% of its assets in Atlantic Union Bankshares shares.

AUB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAtlantic Union Bankshares82.70%0.90%16.41%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks54.08%12.36%33.57%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock13.08M17.39%$429.60M
Blackrock funding, inc. /de21.09M14.89%$659.83M
Vanguard group10.95M12.20%$414.93M
Dimensional fund advisors lp5.68M6.33%$215.20M
State street5.14M5.72%$194.52M
Ameriprise financial2.59M2.88%$98.03M
North reef capital management lp2.08M2.32%$78.94M
Geode capital management2.06M2.29%$77.88M
Manufacturers life insurance company, the1.72M1.92%$65.30M
Franklin resources1.67M1.86%$63.15M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Stieven capital advisors683.36K4.17%$21.38M
North reef capital management lp2.08M3.54%$78.94M
Elizabeth park capital advisors76.02K2.13%$2.38M
Tributary capital management705.84K2.07%$26.74M
Mirabella financial services llp531.48K1.71%$16.62M
Systematic financial management lp1.57M1.31%$49.19M
Forest hill capital58.56K1.30%$1.83M
Benson investment management company107.31K1.27%$3.36M
Murchinson106.87K1.18%$3.34M
Accordant advisory group35.88K0.84%$1.12M

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de21.09M0.01%8.07M
North reef capital management lp2.08M3.54%2.08M
Blackrock13.08M0.01%2.04M
Systematic financial management lp1.57M1.31%1.03M
Ameriprise financial2.59M0.03%990.58K

Top Sellers

HolderShares% AssetsChange
Soros fund management---575.85K
Kodai capital management lp---515.95K
Ceredex value advisors---324.37K
Philadelphia financial management of san francisco---316.91K
Samlyn capital---294.85K

New Positions

HolderShares% AssetsChangeValue
North reef capital management lp2.08M3.54%2.08M$78.94M
Massachusetts financial services co /ma/785.03K0.01%785.03K$24.56M
Mirabella financial services llp531.48K1.71%531.48K$16.62M
Balyasny asset management520.59K0.02%520.59K$16.28M
Basswood capital management190.68K0.27%190.68K$5.96M

Sold Out

HolderChange
Tfc financial management-1.00
Td waterhouse canada-1.00
Tfo-tdc-1.00
Northwest financial advisors-2.00
Advisornet financial-5.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Jun 30, 2024270-0.37%66,066,57512.89%871.45%16242.11%66-32.65%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF8.51M5.97%-
Vanguard Total Stock Mkt Idx Inv4.52M3.17%-95.28K
Vanguard US Total Market Shares ETF2.83M3.14%3.16K
iShares Russell 2000 ETF3.50M2.46%-41.51K
Vanguard Small Cap Index3.46M2.43%-21.81K
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 Q35-
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q3--

AUB Ownership FAQ

Who Owns Atlantic Union Bankshares?

Atlantic Union Bankshares shareholders are primarily institutional investors at 82.70%, followed by 0.90% insiders and 16.40% retail investors. The average institutional ownership in Atlantic Union Bankshares's industry, Regional Banks Stocks, is 54.08%, which Atlantic Union Bankshares exceeds.

Who owns the most shares of Atlantic Union Bankshares?

Atlantic Union Bankshares’s largest shareholders are Blackrock (13.08M shares, 17.39%), Blackrock funding, inc. /de (21.09M shares, 14.89%), and Vanguard group (10.95M shares, 12.20%). Together, they hold 44.48% 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?

Stieven capital advisors is Atlantic Union Bankshares’s biggest shareholder by percentage of total assets invested, with 4.17% of its assets in 683.36K Atlantic Union Bankshares shares, valued at 21.38M$.

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 5.97% of its total shares outstanding invested in 8.51M Atlantic Union Bankshares shares.

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