Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
418 institutional managers reported holding AUB for the quarter ended Mar 31, 2026. Together they hold about 86% of shares outstanding; the top 10 hold 51%. 56 opened new positions; 40 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 20.56M | 14.45% | $734.9M | unchanged | 2019 Q3 |
| Vanguard Group | 16.31M | 11.46% | $583.1M | added +1.7% | 2019 Q2 |
| Dimensional Fund Advisors | 7.64M | 5.37% | $273.0M | added +1.4% | 2019 Q2 |
| State Street | 7.37M | 5.18% | $263.4M | added +3.2% | 2019 Q3 |
| T. Rowe Price Investment Management, INC. | 4.77M | 3.35% | $170.5M | added +362.3% | 2025 Q4 |
| North Reef Capital Management LP | 4.29M | 3.01% | $153.2M | trimmed -6.3% | 2024 Q4 |
| Geode Capital | 3.49M | 2.45% | $124.7M | added +3% | 2019 Q2 |
| Franklin Resources | 3.36M | 2.36% | $120.1M | added +3.6% | 2019 Q2 |
| Earnest Partners LLC | 2.46M | 1.73% | $87.8M | trimmed -2.6% | 2025 Q2 |
| Congress Asset Management CO | 2.24M | 1.58% | $80.1M | added +14.1% | 2025 Q2 |
| American Century Companies INC | 2.20M | 1.55% | $78.8M | trimmed -1.7% | 2021 Q2 |
| Westwood Holdings Group INC | 1.99M | 1.40% | $71.3M | trimmed -1.7% | 2022 Q2 |
| Charles Schwab Investment Management | 1.78M | 1.25% | $63.6M | unchanged | 2019 Q2 |
| Ameriprise Financial INC | 1.78M | 1.25% | $63.5M | added +4.6% | 2019 Q2 |
| Goldman Sachs | 1.57M | 1.11% | $56.3M | trimmed -11.6% | 2019 Q2 |
| Gw&k Investment Management, LLC | 1.56M | 1.10% | $55.8M | trimmed -2.9% | 2019 Q2 |
| Systematic Financial Management LP | 1.53M | 1.08% | $54.8M | trimmed -0.7% | 2019 Q2 |
| Morgan Stanley | 1.48M | 1.04% | $53.1M | trimmed -4.6% | 2019 Q2 |
| Northern Trust | 1.44M | 1.01% | $51.3M | added +3.7% | 2019 Q2 |
| Thrivent Financial for Lutherans | 1.42M | 1.00% | $50.7M | unchanged | 2023 Q1 |
| William Blair Investment Management, LLC | 1.38M | 0.97% | $49.3M | added +24.2% | 2021 Q2 |
| BNY Mellon | 1.34M | 0.94% | $47.9M | trimmed -2.7% | 2019 Q2 |
| Nuveen | 1.34M | 0.94% | $47.8M | added +0.9% | 2019 Q2 |
| Invesco | 992.0k | 0.70% | $35.5M | trimmed -10.4% | 2019 Q2 |
| Principal Financial Group INC | 951.4k | 0.67% | $34.0M | added +40.1% | 2019 Q2 |
| Balyasny Asset Management | 930.7k | 0.65% | $33.3M | added +53.5% | 2025 Q2 |
| Bank OF America CORP /DE/ | 887.0k | 0.62% | $31.7M | added +53.4% | 2019 Q2 |
| Fort Washington Investment Advisors INC /OH/ | 829.5k | 0.58% | $29.7M | added +36.8% | 2023 Q3 |
| London CO OF Virginia | 820.0k | 0.58% | $29.3M | trimmed -3.2% | 2019 Q2 |
| Davenport & CO LLC | 784.5k | 0.55% | $28.0M | added +3.1% | 2019 Q2 |
| UBS | 784.1k | 0.55% | $28.0M | trimmed -1.2% | 2019 Q2 |
| Atlantic Union Bankshares CORP | 747.3k | 0.53% | $26.7M | trimmed -9.7% | 2019 Q2 |
| Stieven Capital Advisors, L.p. (focused) | 740.2k | 0.52% | $26.5M | unchanged | 2025 Q1 |
| Envestnet Asset Management INC | 660.0k | 0.46% | $23.6M | added +16.2% | 2019 Q2 |
| Tributary Capital Management, LLC | 638.9k | 0.45% | $22.8M | trimmed -2.9% | 2019 Q2 |
| Verity & Verity, LLC | 623.7k | 0.44% | $22.3M | added +20.4% | 2025 Q2 |
| Deroy & Devereaux Private Investment Counsel INC | 616.0k | 0.43% | $22.0M | added +418.9% | 2019 Q2 |
| Wellington Management | 597.1k | 0.42% | $21.3M | trimmed -2.3% | 2019 Q2 |
| Schroder Investment Management Group | 586.4k | 0.41% | $21.0M | trimmed -33.7% | 2024 Q4 |
| Aristotle Capital Boston, LLC | 541.9k | 0.38% | $19.4M | trimmed -13.7% | 2025 Q4 |
| Public Sector Pension Investment Board | 507.2k | 0.36% | $18.1M | added +2.8% | 2023 Q1 |
| SEI Investments CO | 460.9k | 0.32% | $16.5M | added +30.8% | 2021 Q4 |
| Kennedy Capital Management LLC | 429.5k | 0.30% | $15.4M | trimmed -1.3% | 2025 Q3 |
| Rhumbline Advisers | 403.4k | 0.28% | $14.4M | added +1.6% | 2019 Q2 |
| Fisher Investments | 360.3k | 0.25% | $12.9M | unchanged | 2020 Q2 |
| Legal & General Group PLC | 328.0k | 0.23% | $11.7M | trimmed -7.9% | 2019 Q2 |
| First Trust Advisors LP | 322.7k | 0.23% | $11.5M | added +18.8% | 2019 Q2 |
| Wells Fargo & COMPANY/MN | 303.7k | 0.21% | $10.9M | trimmed -32.6% | 2019 Q2 |
| AllianceBernstein | 295.1k | 0.21% | $10.5M | trimmed -12.1% | 2019 Q2 |
| Squarepoint Ops LLC | 290.7k | 0.20% | $10.4M | added +377.2% | 2023 Q2 |
Largest 50 of 418 shown; the full ranked, searchable register is at boothcheck.com/holders/AUB. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.