Atlantic Union Bankshares Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 20.56 M | $734.74 M | 0.04% | 14.50% |
| 05/08/2026 | 8.73 M | $311.98 M | 100.00% | 6.16% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 7.64 M | $272.88 M | 1.37% | 5.39% |
| STATE STREET CORP | 05/15/2026 | 7.37 M | $263.31 M | 3.21% | 5.20% |
| 05/15/2026 | 6.37 M | $227.57 M | 100.00% | 4.49% | |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 4.77 M | $170.48 M | 93.49% | 3.36% |
| NORTH REEF CAPITAL MANAGEMENT LP | 05/15/2026 | 4.29 M | $153.15 M | -6.28% | 3.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 3.49 M | $124.71 M | 2.95% | 2.46% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 3.36 M | $120.05 M | 3.58% | 2.37% |
| EARNEST PARTNERS LLC | 05/15/2026 | 2.46 M | $87.78 M | -2.64% | 1.73% |
| CONGRESS ASSET MANAGEMENT CO /MA | 04/14/2026 | 2.24 M | $80.12 M | 14.09% | 1.58% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 2.20 M | $78.80 M | -1.66% | 1.56% |
| WESTWOOD HOLDINGS GROUP INC | 05/15/2026 | 1.99 M | $71.28 M | -1.71% | 1.41% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.78 M | $63.63 M | -0.36% | 1.26% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 1.78 M | $63.50 M | 4.62% | 1.25% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.57 M | $56.24 M | -11.64% | 1.11% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 1.56 M | $55.83 M | -2.92% | 1.10% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 05/13/2026 | 1.53 M | $54.81 M | -0.68% | 1.08% |
| MORGAN STANLEY | 05/15/2026 | 1.48 M | $53.04 M | -4.59% | 1.05% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.44 M | $51.33 M | 3.68% | 1.01% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 1.42 M | $50.69 M | 0.43% | 1.00% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 1.38 M | $49.33 M | 24.21% | 0.97% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.34 M | $47.93 M | -2.73% | 0.95% |
| NUVEEN, LLC | 04/30/2026 | 1.34 M | $47.80 M | 0.93% | 0.94% |
| INVESCO LTD. | 05/12/2026 | 991.95 K | $35.45 M | -10.42% | 0.70% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 951.37 K | $34.00 M | 40.06% | 0.67% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 930.73 K | $33.26 M | 53.49% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 918.42 K | $32.82 M | 100.00% | 0.65% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 886.98 K | $31.70 M | 53.44% | 0.63% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 04/22/2026 | 829.47 K | $29.65 M | 36.82% | 0.59% |
| LONDON CO OF VIRGINIA | 05/15/2026 | 820.01 K | $29.31 M | -3.23% | 0.58% |
| DAVENPORT & CO LLC | 04/15/2026 | 784.47 K | $28.04 M | 3.13% | 0.55% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 747.32 K | $26.71 M | -9.68% | 0.53% |
| STIEVEN CAPITAL ADVISORS, L.P. | 05/15/2026 | 740.16 K | $26.45 M | -0.34% | 0.52% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 660.00 K | $23.59 M | 16.24% | 0.47% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 05/04/2026 | 638.90 K | $22.83 M | -2.87% | 0.45% |
| VERITY & VERITY, LLC | 04/15/2026 | 623.72 K | $22.29 M | 20.41% | 0.44% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 04/27/2026 | 616.04 K | $22.02 M | 418.88% | 0.43% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 597.08 K | $21.34 M | -2.32% | 0.42% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 586.44 K | $20.33 M | -33.71% | 0.41% |
| ARISTOTLE CAPITAL BOSTON, LLC | 05/15/2026 | 541.90 K | $19.37 M | -13.71% | 0.38% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 507.22 K | $18.13 M | 2.84% | 0.36% |
| UBS GROUP AG | 05/05/2026 | 476.31 K | $17.02 M | 0.22% | 0.34% |
| SEI INVESTMENTS CO | 05/13/2026 | 460.91 K | $16.47 M | 30.84% | 0.33% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 429.50 K | $15.35 M | -1.28% | 0.30% |
| RHUMBLINE ADVISERS | 05/12/2026 | 403.40 K | $14.42 M | 1.58% | 0.28% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 360.25 K | $12.88 M | -0.01% | 0.25% |
| JPMORGAN CHASE & CO | 05/13/2026 | 357.50 K | $12.39 M | 48.01% | 0.25% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 328.05 K | $11.72 M | -7.92% | 0.23% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 322.74 K | $11.53 M | 18.75% | 0.23% |
Atlantic Union Bankshares Corp institutional Ownership - FAQ's
During the previous two years, 509 institutional investors and hedge funds held shares of Atlantic Union Bankshares Corp. The most heavily invested institutionals were:
BlackRock, Inc.: 20.56 M
DIMENSIONAL FUND ADVISORS LP: 7.64 M
STATE STREET CORP: 7.37 M
T. Rowe Price Investment Management, Inc.: 4.77 M
North Reef Capital Management LP: 4.29 M
GEODE CAPITAL MANAGEMENT, LLC: 3.49 M
86.59% of Atlantic Union Bankshares Corp stock is owned by institutional investors.
Institutional investors have bought a total of 139.77 M shares in the last 24 months. This purchase volume represents approximately $4.91 B in transactions.