61% buyers of institutions opening or closing positions this quarter
23 more new buyers than exits, ownership rose 0.71 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
61% buyers of institutions opening or closing positions this quarter
70.1% institutional ownership
North Reef Capital portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in AUB across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AUB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20.6M | $734.7M | +0.0% | 14.370% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.7M | $312.0M | — | 6.102% | 0.02% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 7.6M | $272.9M | +1.4% | 5.337% | 0.06% |
| 4 | STATE STREET CORP | 7.4M | $263.3M | +3.2% | 5.150% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 6.4M | $227.6M | — | 4.451% | 0.01% |
| 6 | North Reef Capital Management LP | 4.3M | $153.1M | -6.3% | 2.995% | 5.27% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.5M | $124.7M | +2.9% | 2.439% | 0.01% |
| 8 | FRANKLIN RESOURCES INC | 3.4M | $120.1M | +3.6% | 2.348% | 0.03% |
| 9 | EARNEST PARTNERS LLC | 2.5M | $87.8M | -2.6% | 1.717% | 0.36% |
| 10 | CONGRESS ASSET MANAGEMENT CO /MA | 2.2M | $80.1M | +14.1% | 1.567% | 0.57% |
| 11 | AMERICAN CENTURY COMPANIES INC | 2.2M | $78.8M | -1.7% | 1.541% | 0.04% |
| 12 | WESTWOOD HOLDINGS GROUP INC | 2.0M | $71.3M | -1.7% | 1.394% | 0.52% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8M | $63.6M | -0.4% | 1.244% | 0.01% |
| 14 | AMERIPRISE FINANCIAL INC | 1.8M | $63.5M | +4.6% | 1.242% | 0.01% |
| 15 | GOLDMAN SACHS GROUP INC | 1.6M | $56.2M | -11.6% | 1.100% | 0.01% |
| 16 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.5M | $54.8M | -0.7% | 1.072% | 1.26% |
| 17 | MORGAN STANLEY | 1.5M | $53.0M | -4.6% | 1.037% | 0.00% |
| 18 | NORTHERN TRUST CORP | 1.4M | $51.3M | +3.7% | 1.004% | 0.01% |
| 19 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.4M | $49.3M | +24.2% | 0.965% | 0.16% |
| 20 | Bank of New York Mellon Corp | 1.3M | $47.9M | -2.7% | 0.938% | 0.01% |
| 21 | Nuveen, LLC | 1.3M | $47.8M | +0.9% | 0.935% | 0.01% |
| 22 | Invesco Ltd. | 992K | $35.5M | -10.4% | 0.693% | 0.01% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 951K | $34.0M | +40.1% | 0.665% | 0.02% |
| 24 | BALYASNY ASSET MANAGEMENT LLC | 931K | $33.3M | +53.5% | 0.651% | 0.04% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 918K | $32.8M | — | 0.642% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AUB — a direct measure of their conviction.
Filings activity in AUB during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 425 | +5.7% | 70.06% | +0.71 pp | $4.04B | +1.0% |
| Q4 2025 | 402 | +3.1% | 69.35% | 1.25 pp | $4.00B | 1.8% |
| Q3 2025 | 390 | +3.2% | 70.60% | +8.56 pp | $4.07B | +14% |
| Q2 2025 | 378 | +8.3% | 62.04% | +14.73 pp | $3.58B | +31% |
| Q1 2025 | 349 | +5.1% | 47.31% | 5.95 pp | $2.73B | 11% |
| Q4 2024 | 332 | +11% | 53.26% | +10.92 pp | $3.07B | +26% |
| Q3 2024 | 298 | +9.2% | 42.34% | +6.35 pp | $2.44B | +18% |
| Q2 2024 | 273 | — | 35.99% | — | $2.07B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for AUB.
Quick answers to the most common questions about buying AUB stock.
Based on Q1 2026 13F filings, institutional ownership of Atlantic Union Bankshares Corporation stands at 70.1%, held across 425 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AUB, with approximately 20,557,827 shares worth $0.73B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of AUB.
Our composite Smart Money Score for AUB is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
66 institutions opened new positions in AUB during Q1 2026, while 43 fully exited. 241 added to existing positions and 115 trimmed.
AUB institutional ownership rose by 0.71 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 58.8% of all reported 13F value in AUB, and the top 25 account for 78.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.