αAlphaSMO
/
MacroRadarInstitutionsBuy/Sell TrendsSector RotationPortfolio Updates13F Filing AnalysisGuru PortfoliosInsider TradesSmart MoneyForm 144 Pre-Sale13D/13G Ownership8-K EventsWatchlistAboutSettingsLogin
/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/AUB

AUB

AUB 13F Holders & Ownership Data (431 Funds)

Atlantic Union Bankshares Co

+$151.5M

Net Activity

Data as of: 2026-03-31

Institutions Holding

431

Popularity Rank

#1323

Avg Weight

0.10%

Total Value

$4.4B

Ownership Trend

431 institutions currently hold AUB, with 202 net buyers and 173 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

173

Net Buying Institutions

202

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$734.7M
VP
Vanguard Portfolio Management LLC
$312.0M
DF
Dimensional Fund Advisors LP
$272.9M
SS
State Street CORP
$263.3M
VC
Vanguard Capital Management LLC
$227.6M

Top 5 by Conviction

SC
Stieven Capital Advisors, L.P.
5.65%
NR
North Reef Capital Management LP
5.27%
TC
Tributary Capital Management, LLC
2.22%
V&
Verity & Verity, LLC
1.66%
SF
Systematic Financial Management LP
1.26%
View all 431 holding institutions

Across its top 20 institutional holders, AUB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 23/100).

Quarterly Activity

Recent Activity

+$2.6B

Total Buy Value

$1.4B

Total Sell Value

New buy55
Trim140
Add147
Sold out33

202

Net Buyers

173

Net Sellers

Smart Money Convergence

AUB does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/AUB

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

4

Filings (14d)

Data as of 2026-07-23
2026-07-23

Atlantic Union Bankshares Corporation announced on July 23, 2026 that its Board of Directors declared a quarterly dividend of $0.37 per share on its common stock, payable on August 21 to shareholders of record as of August 7. Additionally, the Board declared a quarterly dividend on its Series A Preferred Stock of $171.88 per share (equivalent to $0.43 per depositary share), payable on September 1 to holders of record as of August 17.

View Full Filing (SEC EDGAR)
2026-07-22

Atlantic Union Bankshares released a presentation deck today that it will use for meetings with investors and analysts during the third quarter of 2026. The deck is attached as an exhibit to this 8-K filing under Regulation FD. It covers the company's latest business overview and strategic priorities.

View Full Filing (SEC EDGAR)
2026-07-21

AI summary pending

View Full Filing (SEC EDGAR)
2026-06-30

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

04911A107

FAQ

Who are the top institutional investors holding ATLANTIC UNION BANKSHARES CO (AUB)?
Major stakeholders currently include BlackRock, Inc. ($734.7M), Vanguard Portfolio Management LLC ($312.0M), Dimensional Fund Advisors LP ($272.9M). Based on the latest 13F filings, there are a total of 431 tracked investment funds and institutions maintaining positions in AUB.
What is the overall institutional sentiment toward AUB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $151.5M, driven by 202 managers accumulating shares while 173 reduced their exposure.
Which institutions have been selling or reducing their AUB positions?
In the latest period, 140 funds trimmed their holdings, and 33 managers completely exited their positions. The aggregate reported sell value was $1.4B.
Are there any notable investors adding AUB to their portfolios?
Yes, buying activity remains notable. 55 institutions opened new positions in {ticker}, and 147 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.6B.

Related Stocks

Same Sector

Other stocks in the same GICS sector

JPM

Jpmorgan Chase & Co

Institutions Holding

4,990

Total reported value

$582.4B

405 institutions currently hold both AUB and this stock

View detail
V

Visa Inc-class A Shares

Institutions Holding

4,387

Total reported value

$448.8B

397 institutions currently hold both AUB and this stock

View detail
MA

Mastercard INC - A

Institutions Holding

3,563

Total reported value

$387.1B

381 institutions currently hold both AUB and this stock

View detail

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,153

Total reported value

$2.1T

3246 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,960

Total reported value

$1.5T

3030 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,769

Total reported value

$3.0T

2744 13F institutions increased their position this quarter

View detail

Developer Access

Access AUB's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/AUB

CLI

npx alphasmo stocks get AUB
Full API & MCP documentation →