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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 93.56% institutional investors, 1.27% insiders, and 5.17% 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 6.38% of its assets in Atlantic Union Bankshares shares.

AUB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAtlantic Union Bankshares93.56%1.27%5.17%
SectorFinancial Services Stocks 40.08%14.24%45.69%
IndustryRegional Banks Stocks41.99%11.95%46.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock13.08M17.39%$429.60M
Blackrock funding, inc. /de13.17M14.67%$498.97M
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
Westwood group2.44M2.72%$92.54M
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

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
North reef capital management lp2.08M3.54%$78.94M
Tributary capital management705.84K2.07%$26.74M
Neumeier poma investment counsel525.52K1.93%$19.91M
Philadelphia financial management of san francisco316.91K1.70%$12.00M
Atlantic union bankshares441.18K0.97%$16.71M
Kodai capital management lp515.95K0.80%$19.54M
Martin & co inc /tn/82.28K0.77%$3.12M
Westwood group2.44M0.71%$92.54M
Dudley capital management30.07K0.57%$1.14M
Systematic financial management lp524.47K0.51%$19.87M

Top Buyers

HolderShares% AssetsChange
North reef capital management lp2.08M3.54%2.08M
Blackrock13.08M0.01%2.04M
American century companies1.06M0.02%1.02M
Ameriprise financial2.59M0.03%990.58K
Allspring global investments1.03M0.06%757.01K

Top Sellers

HolderShares% AssetsChange
Lsv asset management7.90K0.00%-280.98K
Fuller & thaler asset management---237.02K
Westwood group2.44M0.71%-118.49K
Old mission capital---100.76K
Jane street group20.80K0.00%-97.68K

New Positions

HolderShares% AssetsChangeValue
North reef capital management lp2.08M3.54%2.08M$78.94M
Schroder investment management group673.45K0.02%673.45K$25.49M
Soros fund management575.85K0.33%575.85K$21.81M
Neumeier poma investment counsel525.52K1.93%525.52K$19.91M
Kodai capital management lp515.95K0.80%515.95K$19.54M

Sold Out

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

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 20242717.54%58,524,609-0.69%771.26%114-0.87%984.26%
Dec 31, 20232523.28%58,932,6980.06%781.27%11512.75%943.30%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.73M6.38%-
Vanguard Total Stock Mkt Idx Inv2.81M3.14%6.36K
Vanguard Small Cap Index2.29M2.55%4.09K
iShares Russell 2000 ETF2.21M2.46%-
Vanguard Small Cap Value Index Inv1.51M1.69%-2.84K
Vanguard Institutional Extnd Mkt Idx Tr1.36M1.52%305.00
DFA US Small Cap Value I1.34M1.49%-
CT (Lux) American Smaller Com 9U USD1.24M1.39%75.52K
JHancock Small Cap Core NAV1.06M1.18%26.91K
iShares S&P Small-Cap 600 Value ETF1.00M1.12%-

Recent Insider Transactions

DateNameRoleActivityValue
Jun 10, 2024Ellett Frank Russell-Buy$137.81K
Jun 07, 2024Ellett Frank Russell-Buy$157.70K
Jun 06, 2024Ellett Frank Russell-Buy$158.55K
May 10, 2024Miller Clare EVP & CHROSell$74.65K
Mar 08, 2024KIMBLE DONALD R-Buy$245.91K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q4--
2024 Q3--
2024 Q231
2024 Q11-

AUB Ownership FAQ

Who Owns Atlantic Union Bankshares?

Atlantic Union Bankshares shareholders are primarily institutional investors at 93.56%, followed by 1.27% insiders and 5.17% retail investors. The average institutional ownership in Atlantic Union Bankshares's industry, Regional Banks Stocks, is 41.99%, 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 (13.17M shares, 14.67%), and Vanguard group (10.95M shares, 12.20%). Together, they hold 44.26% 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 3.54% of its assets in 2.08M Atlantic Union Bankshares shares, valued at 78.94M$.

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 6.38% of its total shares outstanding invested in 5.73M Atlantic Union Bankshares shares.

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