Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Atlantic Union Bankshares Corp

CIK 0000883948AUBAUB-PA· quarter ending 2026-06-30
Shares outstanding
142,814,896
Held by 13F filers
3,410
selection includes debt or preferreds — no % of shares outstanding
Holders
2
+0 vs 2026-03-31 · 0 new, 0 exited
Value
$83K
shares +0.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-07-30)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockAUB · NYSE142,814,896123,783,10986.7%45304911A107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
04911A107COM453123,783,109142,814,89686.7%$5.2B3 call / 1 put13DGholders →
04911A206Preferred Stocknot common23,410——$83K—NPORTholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (2 of 2 · 04911A206)

change vs 2026-03-31
#FilerShares / principal% of classValueChange
1Heritage Wealth Advisors1,910—$46K—
2THOMPSON INVESTMENT MANAGEMENT, INC.1,500—$36K—

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Vanguard Capital ManagementSCHEDULE 13G2026-04-292026-03-317,466,0615.21%
Vanguard Portfolio ManagementSCHEDULE 13G2026-04-282026-03-318,812,9266.16%
The Vanguard GroupSCHEDULE 13G/A2026-03-262026-03-1300%
STATE STREET CORPORATIONSCHEDULE 13G2025-08-112025-06-307,400,4565.2%
Dimensional Fund Advisors LPSCHEDULE 13G/A2025-07-152025-06-307,839,6965.5%
BlackRock, Inc.SCHEDULE 13G/A2025-05-052025-04-3018,960,08214.4%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.