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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 75.12% institutional investors, 1.02% insiders, and 23.86% 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 6.43% of its assets in Atlantic Union Bankshares shares.

AUB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAtlantic Union Bankshares75.12%1.02%23.86%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryRegional Banks Stocks51.80%12.03%36.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock13.08M17.39%$429.60M
Vanguard group10.92M14.52%$358.80M
Dimensional fund advisors lp5.68M7.56%$186.63M
State street4.36M5.80%$143.29M
Westwood group2.66M3.54%$87.33M
Geode capital management2.05M2.73%$67.39M
Manufacturers life insurance company, the1.64M2.18%$53.77M
Victory capital management1.60M2.12%$52.42M
Franklin resources1.35M1.80%$44.38M
Gw&k investment management1.26M1.68%$41.38M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Tributary capital management705.84K2.07%$26.74M
Atlantic union bankshares458.69K0.94%$15.07M
Martin & co inc /tn/85.47K0.71%$2.81M
Dudley capital management36.07K0.66%$1.18M
Keeley-teton advisors121.06K0.51%$3.98M
Mendon capital advisors25.00K0.46%$821.25K
Taylor financial group17.73K0.45%$582.50K
Salzhauer michael22.71K0.44%$860.37K
Oliver luxxe assets66.41K0.42%$2.50M
Westwood group2.66M0.41%$87.33M

Top Buyers

HolderShares% AssetsChange
Blackrock13.08M0.01%2.04M
Vanguard group10.92M0.01%1.71M
State street4.36M0.01%833.00K
Dimensional fund advisors lp5.68M0.05%690.40K
Norges bank427.77K0.00%427.77K

Top Sellers

HolderShares% AssetsChange
Millennium management---341.04K
Royce & associates lp135.28K0.04%-250.51K
Fuller & thaler asset management---237.02K
Lsv asset management707.20K0.05%-171.60K
Walleye capital---120.28K

New Positions

HolderShares% AssetsChangeValue
Norges bank427.77K0.00%427.77K$14.05M
Renaissance124.69K0.01%124.69K$4.10M
Corebridge financial51.89K0.01%51.89K$1.70M
Mirae asset global etfs45.56K0.00%45.56K$1.50M
Paradigm asset management40.50K0.37%40.50K$1.33M

Sold Out

HolderChange
Td waterhouse canada-1.00
Tfo-tdc-1.00
Northwest financial advisors-2.00
Advisornet financial-5.00
Mendota financial group-6.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 20232447.49%58,899,4720.56%781.29%10215.91%911.11%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.77M6.43%-
Vanguard Total Stock Mkt Idx Inv2.81M3.13%3.07K
Vanguard Small Cap Index2.29M2.55%22.77K
iShares Russell 2000 ETF2.21M2.46%-
Vanguard Small Cap Value Index Inv1.52M1.69%-14.59K
Vanguard Institutional Extnd Mkt Idx Tr1.36M1.52%22.56K
DFA US Small Cap Value I1.34M1.49%-
CT (Lux) American Smaller Com 9U USD1.17M1.30%409.97K
JHancock Small Cap Core NAV1.03M1.15%22.19K
iShares S&P Small-Cap 600 Value ETF968.12K1.08%-

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
2024 Q4--
2024 Q3--
2024 Q231
2024 Q11-
2023 Q4--

AUB Ownership FAQ

Who Owns Atlantic Union Bankshares?

Atlantic Union Bankshares shareholders are primarily institutional investors at 75.12%, followed by 1.02% insiders and 23.86% retail investors. The average institutional ownership in Atlantic Union Bankshares's industry, Regional Banks Stocks, is 51.80%, 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%), Vanguard group (10.92M shares, 14.52%), and Dimensional fund advisors lp (5.68M shares, 7.56%). Together, they hold 39.47% 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?

Tributary capital management is Atlantic Union Bankshares’s biggest shareholder by percentage of total assets invested, with 2.07% of its assets in 705.84K Atlantic Union Bankshares shares, valued at 26.74M$.

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 6.43% of its total shares outstanding invested in 5.77M Atlantic Union Bankshares shares.

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