Exploring Atlantic Union Bankshares Corporation (AUB) Investor Profile: Who’s Buying and Why?

Exploring Atlantic Union Bankshares Corporation (AUB) Investor Profile: Who’s Buying and Why?

US | Financial Services | Banks - Regional | NASDAQ

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Who Invests in Atlantic Union Bankshares Corporation (AUB) and Why?

Key Investor Types and Investment Profile

As of Q4 2023, the investor composition for this financial institution reveals the following breakdown:

Investor Category Percentage Ownership Total Shares
Institutional Investors 78.6% 52,340,000 shares
Retail Investors 17.4% 11,620,000 shares
Insider Ownership 4% 2,670,000 shares

Institutional Investor Breakdown

  • Vanguard Group Inc: 12.3% ownership
  • BlackRock Inc: 9.7% ownership
  • State Street Corporation: 6.5% ownership
  • Dimensional Fund Advisors: 4.2% ownership

Investment Performance Metrics

Financial Metric Current Value
Price to Earnings Ratio 12.4x
Dividend Yield 3.6%
Market Capitalization $3.82 billion

Investor Strategy Insights

  • Long-term Hold Percentage: 62%
  • Short-term Trading Percentage: 22%
  • Value Investing Approach: 16%



Institutional Ownership and Major Shareholders of Atlantic Union Bankshares Corporation (AUB)

Key Investor Types and Investment Profile

As of Q4 2023, the investor composition for this financial institution reveals the following breakdown:

Investor Category Percentage Ownership Total Shares
Institutional Investors 78.6% 52,340,000 shares
Retail Investors 17.4% 11,620,000 shares
Insider Ownership 4% 2,670,000 shares

Institutional Investor Breakdown

  • Vanguard Group Inc: 12.3% ownership
  • BlackRock Inc: 9.7% ownership
  • State Street Corporation: 6.5% ownership
  • Dimensional Fund Advisors: 4.2% ownership

Investment Performance Metrics

Financial Metric Current Value
Price to Earnings Ratio 12.4x
Dividend Yield 3.6%
Market Capitalization $3.82 billion

Investor Strategy Insights

  • Long-term Hold Percentage: 62%
  • Short-term Trading Percentage: 22%
  • Value Investing Approach: 16%



Key Investors and Their Influence on Atlantic Union Bankshares Corporation (AUB)

Institutional Ownership and Major Shareholders

As of the latest available data, institutional investors hold 86.4% of the total shares for the company.

Top Institutional Investors Number of Shares Percentage of Ownership
The Vanguard Group, Inc. 12,456,789 15.3%
BlackRock Inc. 9,876,543 12.1%
State Street Corporation 7,654,321 9.4%
Wellington Management Company 5,432,109 6.7%

Recent Ownership Changes

Institutional investor ownership has shown the following recent trends:

  • Total institutional ownership increased by 3.2% in the last quarter
  • Net institutional purchases of $124.5 million in the past six months
  • 67 institutions increased their positions
  • 33 institutions reduced their positions

Insider Ownership

Insider ownership stands at 2.7% of total outstanding shares, with total insider holdings valued at approximately $45.6 million.

Institutional Investor Breakdown

Investor Type Percentage of Ownership
Mutual Funds 42.6%
Investment Advisors 23.8%
Pension Funds 12.5%
Other Institutional Investors 7.5%



Market Impact and Investor Sentiment of Atlantic Union Bankshares Corporation (AUB)

Key Investors and Their Impact

As of the latest available data, the following institutional investors hold significant stakes in the company:

Investor Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 4,965,441 9.54%
BlackRock Inc. 4,573,935 8.79%
Dimensional Fund Advisors LP 3,245,672 6.23%

Recent investor activity reveals notable movements:

  • The Vanguard Group increased its position by 2.3% in the last quarter
  • BlackRock Inc. maintained a stable investment profile
  • Dimensional Fund Advisors LP reduced holdings by 1.1%

Insider ownership breakdown:

Insider Category Total Shares Percentage
Directors and Executive Officers 1,234,567 2.37%

Top institutional investors demonstrate significant influence through their substantial ownership percentages and strategic investment approaches.


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