ATLANTIC UN BANKSHARES CORP (AUB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
422
Reporting holders
$4.9B
Reported value
81.4%
Of shares outstanding
0.1%
Held as options
+14
Holder change
Institutions report 116,241,820 shares against 142,814,896 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $883.5M | 20,882,121 | 0.01% | 8q | +1.6%+$13.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $375.7M | 8,879,618 | 0.02% | 2q | +1.7%+$6.4M |
| DIMENSIONAL FUND ADVISORS LP | $325.8M | 7,700,837 | 0.06% | 29q | +0.9%+$2.8M |
| STATE STREET CORP | $323.0M | 7,633,703 | 0.01% | 28q | +3.6%+$11.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $272.3M | 6,435,133 | 0.01% | 2q | +1.1%+$2.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $156.7M | 3,702,812 | 0.01% | 29q | +6.1%+$9.1M |
| FRANKLIN RESOURCES INC | $153.0M | 3,615,538 | 0.03% | 29q | +7.6%+$10.9M |
| North Reef Capital Management LP | $150.8M | 3,565,000 | 5.78% | 7q | -16.8%-$30.5M |
| CONGRESS ASSET MANAGEMENT CO | $105.8M | 2,501,164 | 0.65% | 5q | +11.6%+$11.0M |
| GOLDMAN SACHS GROUP INC | $102.3M | 2,418,751 | 0.01% | 29q | +53.7%+$35.8M |
| EARNEST PARTNERS LLC | $100.3M | 2,369,515 | 0.36% | 5q | -3.5%-$3.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $75.0M | 1,772,135 | 0.01% | 29q | HELD |
| Sixth Street Partners Management Company, L.P. | $75.0M | 1,772,135 | 0.01% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $72.7M | 1,719,433 | 0.03% | 21q | -22.0%-$20.5M |
| NORTHERN TRUST CORP | $65.1M | 1,538,873 | 0.01% | 29q | +7.1%+$4.3M |
| MORGAN STANLEY | $65.0M | 1,536,611 | 0.00% | 29q | +3.5%+$2.2M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $61.6M | 1,456,569 | 1.23% | 29q | -5.0%-$3.3M |
| Nuveen, LLC | $60.6M | 1,432,274 | 0.01% | 6q | +7.1%+$4.0M |
| Bank of New York Mellon Corp | $57.2M | 1,350,759 | 0.01% | 29q | +0.7%+$407.0K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $53.5M | 1,265,239 | 0.16% | 21q | -8.3%-$4.9M |
| Atlantic Union Bankshares Corp | $43.3M | 1,022,897 | 0.72% | 29q | +36.9%+$11.7M |
| Public Sector Pension Investment Board | $41.6M | 983,286 | 0.05% | 14q | +93.9%+$20.1M |
| PRINCIPAL FINANCIAL GROUP INC | $41.5M | 981,567 | 0.02% | 14q | +3.2%+$1.3M |
| Invesco Ltd. | $41.4M | 977,719 | 0.00% | 29q | -1.4%-$602.2K |
| VANGUARD FIDUCIARY TRUST CO | $40.3M | 952,825 | 0.01% | 2q | +3.7%+$1.5M |
| WESTWOOD HOLDINGS GROUP INC | $37.3M | 881,875 | 0.28% | 17q | -55.8%-$47.1M |
| BANK OF AMERICA CORP /DE/ | $37.2M | 878,397 | 0.00% | 29q | -1.0%-$363.1K |
| AMERIPRISE FINANCIAL INC | $36.4M | 859,319 | 0.01% | 29q | -75.8%-$114.0M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $33.8M | 798,331 | 0.17% | 12q | -3.8%-$1.3M |
| LONDON CO OF VIRGINIA | $33.2M | 785,692 | 0.19% | 29q | -4.2%-$1.5M |
| DAVENPORT & Co LLC | $33.2M | 785,936 | 0.16% | 29q | HELD |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $32.4M | 767,417 | 0.02% | 7q | +30.9%+$7.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $31.9M | 753,477 | 0.02% | 29q | +1002.1%+$29.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $30.5M | 721,211 | 0.01% | 5q | +20.8%+$5.3M |
| Balyasny Asset Management L.P. | $30.1M | 711,227 | 0.04% | 5q | -23.6%-$9.3M |
| Stieven Capital Advisors, L.P. | $29.4M | 693,749 | 5.60% | 6q | -6.3%-$2.0M |
| UBS Group AG | $28.1M | 664,204 | 0.00% | 29q | +39.4%+$7.9M |
| ENVESTNET ASSET MANAGEMENT INC | $27.9M | 660,044 | 0.01% | 29q | HELD |
| Verity & Verity, LLC | $26.6M | 628,527 | 1.83% | 5q | +0.8%+$203.5K |
| Tributary Capital Management, LLC | $26.2M | 620,199 | 2.16% | 29q | -2.9%-$791.2K |
| SEI INVESTMENTS CO | $20.3M | 480,202 | 0.02% | 19q | +4.2%+$816.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $19.2M | 454,866 | 0.01% | new | NEW |
| Aristotle Capital Boston, LLC | $19.2M | 454,584 | 1.29% | 3q | -16.1%-$3.7M |
| KENNEDY CAPITAL MANAGEMENT LLC | $17.6M | 416,436 | 0.31% | 4q | -3.0%-$552.8K |
| WELLS FARGO & COMPANY/MN | $17.4M | 401,319 | 0.00% | 29q | -33.9%-$8.9M |
| RHUMBLINE ADVISERS | $15.4M | 364,155 | 0.01% | 29q | -9.7%-$1.7M |
| Fisher Asset Management, LLC | $15.2M | 360,253 | 0.00% | 25q | HELD |
| FIRST TRUST ADVISORS LP | $14.0M | 331,980 | 0.01% | 29q | +2.9%+$391.1K |
| RAYMOND JAMES FINANCIAL INC | $14.0M | 331,401 | 0.00% | 7q | +28.3%+$3.1M |
| Legal & General Group Plc | $14.0M | 331,252 | 0.00% | 29q | +1.0%+$135.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $12.7M | 299,803 | 0.00% | 29q | -2.6%-$339.6K |
| Swiss National Bank | $12.1M | 287,028 | 0.01% | 29q | +1.8%+$211.6K |
| AQR CAPITAL MANAGEMENT LLC | $11.4M | 268,472 | 0.00% | 7q | -3.1%-$358.4K |
| PINNACLE ASSOCIATES LTD | $11.2M | 265,136 | 0.12% | 13q | +2.3%+$253.4K |
| OSAIC HOLDINGS, INC. | $11.1M | 263,246 | 0.01% | 26q | +6.9%+$718.0K |
| VICTORY CAPITAL MANAGEMENT INC | $10.9M | 257,370 | 0.01% | 29q | +3.1%+$325.4K |
| JPMORGAN CHASE & CO | $10.0M | 230,421 | 0.00% | 29q | -35.5%-$5.5M |
| ALLIANCEBERNSTEIN L.P. | $9.9M | 277,913 | 0.00% | 29q | -5.8%-$613.3K |
| Allspring Global Investments Holdings, LLC | $9.6M | 223,297 | 0.01% | 19q | +2.6%+$248.1K |
| Phocas Financial Corp. | $8.9M | 211,179 | 1.24% | 4q | +27.6%+$1.9M |
| JUPITER ASSET MANAGEMENT LTD | $8.4M | 198,595 | 0.04% | new | NEW |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $8.1M | 190,680 | 0.32% | 5q | HELD |
| ProShare Advisors LLC | $8.0M | 189,370 | 0.01% | 25q | -3.8%-$317.7K |
| RENAISSANCE TECHNOLOGIES LLC | $7.7M | 183,102 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $7.4M | 174,324 | 0.00% | 29q | -5.5%-$426.5K |
| Jump Financial, LLC | $7.1M | 167,948 | 0.06% | new | NEW |
| CITIGROUP INC | $7.0M | 166,388 | 0.00% | 29q | +19.9%+$1.2M |
| GAMCO INVESTORS, INC. ET AL | $7.0M | 165,667 | 0.06% | 25q | -8.6%-$657.5K |
| STIFEL FINANCIAL CORP | $6.8M | 160,713 | 0.01% | 29q | +15.4%+$908.5K |
| DEUTSCHE BANK AG\ | $6.4M | 151,501 | 0.00% | 29q | +19.3%+$1.0M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $6.3M | 149,189 | 0.12% | 2q | +286.2%+$4.7M |
| PRUDENTIAL FINANCIAL INC | $6.3M | 148,407 | 0.01% | 29q | +2.4%+$144.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $6.0M | 141,084 | 0.00% | 2q | HELD |
| Homestead Advisers Corp | $5.9M | 139,492 | 0.15% | 29q | HELD |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.9M | 139,195 | 0.19% | 7q | -8.0%-$513.9K |
| Quantinno Capital Management LP | $5.8M | 137,438 | 0.01% | 6q | +19.4%+$945.6K |
| GABELLI FUNDS LLC | $5.7M | 135,191 | 0.04% | 5q | -5.7%-$347.0K |
| JONES FINANCIAL COMPANIES LLLP | $5.6M | 132,934 | 0.00% | 11q | +17.8%+$841.9K |
| Ilex Capital Partners (UK) LLP | $5.4M | 128,653 | 0.11% | new | NEW |
| Jain Global LLC | $5.3M | 125,606 | 0.02% | 2q | +39.9%+$1.5M |
| Louisiana State Employees Retirement System | $4.9M | 125,600 | 0.04% | 14q | +99.7%+$2.4M |
| LPL Financial LLC | $4.6M | 108,199 | 0.00% | 23q | -25.6%-$1.6M |
| Murchinson Ltd. | $4.5M | 106,874 | 0.62% | 6q | HELD |
| Curi Capital, LLC | $4.5M | 106,565 | 0.07% | 16q | HELD |
| HSBC HOLDINGS PLC | $4.3M | 102,251 | 0.00% | 5q | -19.5%-$1.1M |
| Cerity Partners LLC | $4.3M | 101,457 | 0.01% | 10q | -2.6%-$115.8K |
| MENDON CAPITAL ADVISORS CORP | $4.2M | 100,000 | 1.50% | 4q | HELD |
| Kestra Advisory Services, LLC | $4.2M | 99,972 | 0.01% | 5q | +0.7%+$27.6K |
| ROYCE & ASSOCIATES LP | $4.2M | 99,057 | 0.03% | 15q | +5.3%+$210.1K |
| PNC Financial Services Group, Inc. | $4.1M | 97,399 | 0.00% | 29q | +1.4%+$57.4K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4.1M | 96,920 | 0.01% | 6q | -9.6%-$435.4K |
| NEW YORK STATE COMMON RETIREMENT FUND | $3.8M | 89,466 | 0.00% | 29q | +20.5%+$644.7K |
| MARTIN & CO INC /TN/ | $3.7M | 87,417 | 0.58% | 29q | -0.6%-$21.7K |
| Rafferty Asset Management, LLC | $3.7M | 86,877 | 0.01% | 25q | -33.7%-$1.9M |
| Corient Private Wealth LP | $3.6M | 84,309 | 0.00% | 5q | +101.0%+$1.8M |
| MetLife Investment Management, LLC | $3.6M | 84,080 | 0.02% | 29q | +8.0%+$262.5K |
| Vanguard Global Advisers, LLC | $3.5M | 83,555 | 0.00% | 2q | -4.4%-$164.5K |
| TD Asset Management Inc | $3.5M | 82,728 | 0.00% | 3q | +9.7%+$308.7K |
| TRUIST FINANCIAL CORP | $3.5M | 82,258 | 0.00% | 27q | -7.9%-$300.6K |
| Wills Financial Group LLC | $3.5M | 82,148 | 1.27% | 3q | +3.8%+$126.0K |
Showing the largest 100 of 451 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 422 | $4.9B | 116,241,820 | 44 | 150 | 121 | 0.1% |
| Q1 2026 | 408 | $4.1B | 115,472,589 | 54 | 127 | 111 | 0.0% |
| Q4 2025 | 385 | $4.0B | 113,530,475 | 38 | 105 | 142 | 0.0% |
| Q3 2025 | 369 | $4.1B | 114,870,920 | 46 | 118 | 117 | 0.0% |
| Q2 2025 | 357 | $3.6B | 115,276,481 | 88 | 155 | 70 | 0.0% |
| Q1 2025 | 327 | $2.7B | 88,259,372 | 56 | 113 | 73 | 0.0% |
| Q4 2024 | 308 | $3.1B | 81,891,342 | 49 | 111 | 60 | 0.0% |
| Q3 2024 | 269 | $2.5B | 65,549,633 | 39 | 86 | 72 | 0.0% |
| Q2 2024 | 242 | $2.1B | 63,327,119 | 33 | 103 | 61 | 0.0% |
| Q1 2024 | 238 | $1.9B | 54,561,663 | 30 | 59 | 83 | 0.0% |
| Q4 2023 | 216 | $2.0B | 54,456,179 | 18 | 72 | 73 | 0.0% |
| Q3 2023 | 210 | $1.6B | 53,989,159 | 24 | 52 | 73 | 0.2% |
| Q2 2023 | 194 | $1.4B | 52,824,227 | 20 | 51 | 70 | 0.0% |
| Q1 2023 | 201 | $2.0B | 56,271,820 | 24 | 68 | 58 | 0.0% |
| Q4 2022 | 194 | $1.3B | 38,475,091 | 25 | 54 | 60 | 0.0% |
| Q3 2022 | 234 | $1.7B | 54,548,757 | 20 | 97 | 63 | 0.0% |
| Q2 2022 | 231 | $1.8B | 53,170,842 | 19 | 72 | 78 | 0.0% |
| Q1 2022 | 249 | $1.9B | 52,443,309 | 31 | 74 | 80 | 0.0% |
| Q4 2021 | 238 | $2.0B | 52,653,864 | 24 | 62 | 79 | 0.0% |
| Q3 2021 | 232 | $1.9B | 52,866,229 | 14 | 77 | 75 | 0.0% |
| Q2 2021 | 236 | $2.0B | 54,119,697 | 25 | 74 | 67 | 0.1% |
| Q1 2021 | 232 | $2.1B | 55,881,572 | 33 | 61 | 81 | 0.1% |
| Q4 2020 | 211 | $1.8B | 55,941,838 | 32 | 53 | 66 | 0.1% |
| Q3 2020 | 193 | $1.2B | 54,849,041 | 11 | 55 | 72 | 0.1% |
| Q2 2020 | 201 | $1.3B | 54,969,023 | 29 | 66 | 59 | 0.1% |
| Q1 2020 | 197 | $1.2B | 54,280,942 | 20 | 60 | 69 | 0.0% |
| Q4 2019 | 226 | $2.1B | 57,013,889 | 21 | 60 | 78 | 0.0% |
| Q3 2019 | 211 | $2.2B | 58,420,551 | 23 | 62 | 65 | 0.0% |
| Q2 2019 | 207 | $2.0B | 55,574,516 | 205 | 0 | 1 | 0.0% |
| Q1 2019 | 4 | $381.7K | 11,773 | 3 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $26.8K | 950 | 0 | 1 | 0 | 0.0% |