Loading... Please wait... Loading... Please wait...
| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 11.03 M | $389.60 M | 3.09% | 14.71% |
| 05/10/2024 | VANGUARD GROUP INC | 9.22 M | $325.39 M | -0.81% | 12.28% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 4.99 M | $176.23 M | 1.49% | 6.65% |
| 05/15/2024 | STATE STREET CORP | 3.53 M | $124.61 M | -5.52% | 4.70% |
| 06/06/2024 | WESTWOOD HOLDINGS GROUP INC | 2.63 M | $92.79 M | 19.01% | 3.49% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 1.65 M | $58.42 M | 3.05% | 2.21% |
| 05/14/2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.64 M | $57.85 M | -4.91% | 2.18% |
| 05/03/2024 | VICTORY CAPITAL MANAGEMENT INC | 1.47 M | $51.81 M | 1.21% | 1.96% |
| 05/08/2024 | GW&K INVESTMENT MANAGEMENT, LLC | 1.25 M | $44.10 M | -1.68% | 1.66% |
| 05/14/2024 | NORTHERN TRUST CORP | 951,343 | $33.59 M | -4.94% | 1.27% |
| 05/13/2024 | FRANKLIN RESOURCES INC | 949,924 | $33.54 M | 6.39% | 1.26% |
| 05/06/2024 | LSV ASSET MANAGEMENT | 878,800 | $31.03 M | -4.94% | 1.17% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 819,989 | $28.95 M | -15.58% | 1.09% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 812,009 | $28.67 M | -3.94% | 1.08% |
| 05/15/2024 | LONDON CO OF VIRGINIA | 784,176 | $27.69 M | 14.70% | 1.04% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 702,092 | $24.79 M | 13.59% | 0.94% |
| 05/08/2024 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 686,083 | $24.23 M | -0.08% | 0.91% |
| 04/18/2024 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 600,213 | $21.19 M | -1.05% | 0.80% |
| 05/13/2024 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 558,441 | $19.72 M | 7.94% | 0.74% |
| 05/15/2024 | MORGAN STANLEY | 477,497 | $16.86 M | -5.07% | 0.64% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 391,091 | $13.81 M | -5.65% | 0.52% |
| 05/13/2024 | ROYCE & ASSOCIATES LP | 385,792 | $13.62 M | 0.08% | 0.51% |
| 04/30/2024 | CEREDEX VALUE ADVISORS LLC | 367,767 | $12.99 M | -18.09% | 0.49% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 341,043 | $12.04 M | -44.93% | 0.45% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 330,800 | $11.68 M | 3.93% | 0.44% |
| 05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 328,253 | $11.59 M | 8.60% | 0.44% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 322,223 | $11.38 M | 2.85% | 0.43% |
| 05/02/2024 | JENNISON ASSOCIATES LLC | 318,105 | $11.23 M | -0.22% | 0.42% |
| 04/26/2024 | PINNACLE ASSOCIATES LTD | 288,386 | $10.18 M | -0.72% | 0.38% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 285,693 | $10.09 M | -4.62% | 0.38% |
| 04/16/2024 | ATLANTIC UNION BANKSHARES CORP | 278,738 | $9.84 M | -2.99% | 0.37% |
| 05/09/2024 | RHUMBLINE ADVISERS | 240,852 | $8.50 M | 0.06% | 0.32% |
| 05/08/2024 | PROSHARE ADVISORS LLC | 239,250 | $8.45 M | -4.00% | 0.32% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 237,173 | $8.37 M | -1.36% | 0.32% |
| 05/13/2024 | FULLER & THALER ASSET MANAGEMENT, INC. | 237,024 | $8.37 M | -55.07% | 0.32% |
| 05/15/2024 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 229,106 | $8.09 M | -1.29% | 0.30% |
| 05/14/2024 | LEGAL & GENERAL GROUP PLC | 209,403 | $7.39 M | -0.30% | 0.28% |
| 05/15/2024 | VOYA INVESTMENT MANAGEMENT LLC | 208,428 | $7.36 M | -8.33% | 0.28% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 199,504 | $7.04 M | 13.74% | 0.27% |
| 05/13/2024 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 196,839 | $6.95 M | -0.70% | 0.26% |
| 05/15/2024 | HSBC HOLDINGS PLC | 182,616 | $6.45 M | -60.67% | 0.24% |
| 05/14/2024 | INVESCO LTD. | 170,514 | $6.02 M | -6.19% | 0.23% |
| 05/07/2024 | SEI INVESTMENTS CO | 160,775 | $5.68 M | 83.72% | 0.21% |
| 05/10/2024 | JPMORGAN CHASE & CO | 159,610 | $5.64 M | 5.71% | 0.21% |
| 05/14/2024 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 153,778 | $5.43 M | -1.21% | 0.20% |
| 05/07/2024 | SWISS NATIONAL BANK | 147,847 | $5.22 M | 0.00% | 0.20% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 130,329 | $4.60 M | 24.37% | 0.17% |
| 05/13/2024 | BALYASNY ASSET MANAGEMENT L.P. | 129,738 | $4.58 M | 100.00% | 0.17% |
| 04/26/2024 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 129,730 | $4.58 M | 3.80% | 0.17% |
| 05/10/2024 | HOMESTEAD ADVISERS CORP | 129,592 | $4.58 M | 0.00% | 0.17% |
A. During the previous two years, 340 institutional investors and hedge funds held shares of Atlantic Union Bankshares Corporation. The most heavily invested institutionals were:
BlackRock Inc.: 11.03 M
VANGUARD GROUP INC: 9.22 M
DIMENSIONAL FUND ADVISORS LP: 4.99 M
STATE STREET CORP: 3.53 M
WESTWOOD HOLDINGS GROUP INC: 2.63 M
GEODE CAPITAL MANAGEMENT, LLC: 1.65 M
A. 77.80% of Atlantic Union Bankshares Corporation stock is owned by institutional investors.
A. Institutional investors have bought a total of 81.49 M shares in the last 24 months. This purchase volume represents approximately $2.68 B in transactions.
