395 tracked 13F filers disclose a position in AUB as of the latest SEC 13F filings, a combined $4.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $734.7M | 20.6M | ▲~0% Added · +9K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $312.0M | 8.7M | →First observed position No prior filed position | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $272.9M | 7.6M | ▲+1.4% Added · +103K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $323.0M | 7.6M | ▲+3.6% Added · +266K sh | Q2 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $227.6M | 6.4M | →First observed position No prior filed position | Q1 2026 | |
| 6 | T. Rowe Price Investment Management, Inc. | Withheld | 4.8M | ▲+93% Added · +2.3M sh | Q1 2026 | |
| 7 | North Reef Capital Management LP | $153.1M | 4.3M | ▼−6.3% Reduced · −287K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $156.7M | 3.7M | ▲+6.1% Added · +214K sh | Q2 2026 | |
| 9 | FRANKLIN RESOURCES INC | $120.1M | 3.4M | ▲+3.6% Added · +116K sh | Q1 2026 | |
| 10 | EARNEST PARTNERS LLC | $100.3M | 2.4M | ▼−3.5% Reduced · −86K sh | Q2 2026 | |
| 11 | CONGRESS ASSET MANAGEMENT CO | $80.1M | 2.2M | ▲+14% Added · +277K sh | Q1 2026 | |
| 12 | AMERICAN CENTURY COMPANIES INC | $78.8M | 2.2M | ▼−1.6% Reduced · −37K sh | Q1 2026 | |
| 13 | WESTWOOD HOLDINGS GROUP INC | $71.3M | 2.0M | ▼−1.7% Reduced · −35K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $63.6M | 1.8M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $63.5M | 1.8M | ▲+4.6% Added · +78K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $56.2M | 1.6M | ▼−12% Reduced · −207K sh | Q1 2026 | |
| 17 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $54.8M | 1.5M | ▼−0.7% Reduced · −10K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $53.0M | 1.5M | ▼−4.6% Reduced · −71K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $51.3M | 1.4M | ▲+3.7% Added · +51K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $47.9M | 1.3M | ▼−2.7% Reduced · −38K sh | Q1 2026 | |
| 21 | Nuveen, LLC | $47.8M | 1.3M | ▲+0.9% Added · +12K sh | Q1 2026 | |
| 22 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $53.5M | 1.3M | ▼−8.3% Reduced · −115K sh | Q2 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $34.0M | 951K | ▲+40% Added · +272K sh | Q1 2026 | |
| 24 | BALYASNY ASSET MANAGEMENT L.P. | $33.3M | 931K | ▲+53% Added · +324K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $32.8M | 918K | →First observed position No prior filed position | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in AUB and 19 added to an existing one, while 24 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 213 funds | $268.4B |
| MICROSOFT CORPMSFT | 211 funds | $237.5B |
| AMAZON.COM INCAMZN | 210 funds | $173.8B |
| JPMORGAN CHASE & COJPM | 209 funds | $56.6B |
| ALPHABET INC-CL AGOOGL | 208 funds | $146.8B |
| NVIDIA CORPNVDA | 207 funds | $348.7B |
| MERCK & CO. INC.MRK | 204 funds | $26.4B |
| JOHNSON & JOHNSONJNJ | 203 funds | $41.9B |
| CHEVRON CORPCVX | 203 funds | $30.5B |
| ALPHABET INC-CL CGOOG | 202 funds | $109.0B |
| ELI LILLY & COLLY | 202 funds | $71.9B |
| VISA INC-CLASS A SHARESV | 202 funds | $56.5B |
Ranked by how many of AUB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 20, 2026 | AGEE NANCY H | Director | Buy (P) | 650 | $25K |
| Aug 8, 2025 | Ellett Frank Russell | Director | Buy (P) | 1K | $45K |
| Aug 7, 2025 | Ellett Frank Russell | Director | Buy (P) | 5K | $158K |
| Aug 6, 2025 | Ellett Frank Russell | Director | Buy (P) | 5K | $159K |
| Aug 5, 2025 | Ellett Frank Russell | Director | Buy (P) | 5K | $157K |
| Jul 28, 2025 | Asbury John C | PRESIDENT AND CEO, Director | Buy (P) | 8K | $247K |
| Jun 10, 2024 | Ellett Frank Russell | Director | Buy (P) | 4K | $138K |
| Jun 7, 2024 | Ellett Frank Russell | Director | Buy (P) | 5K | $158K |
| Jun 6, 2024 | Ellett Frank Russell | Director | Buy (P) | 5K | $159K |
| May 10, 2024 | Miller Clare | EVP & CHRO | Sell (S) | 2K | $75K |
| Mar 8, 2024 | KIMBLE DONALD R | Director | Buy (P) | 7K | $246K |
| Nov 14, 2022 | Ellett Frank Russell | Director | Buy (P) | 5K | $173K |
| Class | 13F holders | Value held |
|---|---|---|
| AUBthis pagecs | 395 funds | $4.1B |
| 04911A206Preferred Stock | 2 funds | $83K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for AUB
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AUB/capital-change-brief"
Use Arkolith's capital_change_brief for AUB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AUB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.