Atlantic Union Bankshares Ownership | Who Owns Atlantic Union Bankshares?


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Atlantic Union Bankshares Ownership Summary


Atlantic Union Bankshares is owned by 87.86% institutional investors, 1.02% insiders, and 11.13% 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 6.35% of its assets in Atlantic Union Bankshares shares.

AUB Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAtlantic Union Bankshares87.86%1.02%11.13%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryRegional Banks Stocks49.46%11.62%38.92%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.70M6.35%-
Vanguard Total Stock Mkt Idx Inv2.82M3.14%-17.15K
Vanguard Small Cap Index2.25M2.51%4.40K
iShares Russell 2000 ETF2.21M2.46%-
Vanguard Small Cap Value Index Inv1.52M1.69%-524.00
DFA US Small Cap Value I1.36M1.51%-
Vanguard Institutional Extnd Mkt Idx Tr1.34M1.50%-44.57K
JHancock Small Cap Core NAV982.86K1.09%-
iShares S&P Small-Cap 600 Value ETF930.87K1.04%-
Fidelity Small Cap Index917.52K1.02%-22.05K

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 87.86%, followed by 1.02% insiders and 11.12% retail investors. The average institutional ownership in Atlantic Union Bankshares's industry, Regional Banks Stocks, is 49.46%, 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 1.64% of its assets in 601.58K Atlantic Union Bankshares shares, valued at 19.76M$.

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 6.35% of its total shares outstanding invested in 5.7M Atlantic Union Bankshares shares.

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