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UNION BANKSHARES CORP NEW COM
UNION BANKSHARES CORP NEW COM. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 116 Institutional holders with a total value of $659,970,872.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DIMENSIONAL FUND ADVISORS LP 2,405,964 61,712,000 9.35%
2 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2,078,100 53,304,000 8.08%
3 AMERIPRISE FINANCIAL INC 1,643,117 42,148,000 6.39%
4 HEARTLAND ADVISORS INC 1,630,724 41,828,000 6.34%
5 VANGUARD GROUP INC 1,386,872 35,573,000 5.39%
6 BlackRock Institutional Trust Company, N.A. 1,345,603 34,515,000 5.23%
7 KEELEY ASSET MANAGEMENT CORP 1,268,134 32,528,000 4.93%
8 NORTHERN TRUST CORP 1,205,599 30,923,000 4.69%
9 Forest Hill Capital, LLC 1,122,635 28,796,000 4.36%
10 BlackRock Fund Advisors 1,066,456 27,355,000 4.14%
11 MANUFACTURERS LIFE INSURANCE COMPANY, THE 992,949 25,469,000 3.86%
12 JPMORGAN CHASE & CO 923,974 23,700,000 3.59%
13 CRAMER ROSENTHAL MCGLYNN LLC 789,350 20,247,000 3.07%
14 STATE STREET CORP 737,357 18,911,000 2.87%
15 WELLINGTON MANAGEMENT GROUP LLP 641,052 16,443,000 2.49%
16 BANC FUNDS CO LLC 597,351 15,322,000 2.32%
17 SYSTEMATIC FINANCIAL MANAGEMENT LP 502,588 12,891,000 1.95%
18 NATIXIS ADVISORS, LLC 386,927 9,924,000 1.50%
19 Brandywine Global Investment Management, LLC 352,498 9,042,000 1.37%
20 Bank of New York Mellon Corp 325,879 8,358,000 1.27%
21 RENAISSANCE TECHNOLOGIES LLC 288,405 7,398,000 1.12%
22 GEODE CAPITAL MANAGEMENT, LLC 276,584 7,094,000 1.07%
23 GLENMEDE TRUST CO NA 260,991 6,693,000 1.01%
24 Atlantic Union Bankshares Corp 250,244 6,418,000 0.97%
25 TIAA CREF INVESTMENT MANAGEMENT LLC 210,355 5,396,000 0.82%
26 KENNEDY CAPITAL MANAGEMENT LLC 199,332 5,113,000 0.77%
27 LSV ASSET MANAGEMENT 197,953 5,077,000 0.77%
28 BlackRock Investment Management, LLC 143,270 3,675,000 0.56%
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 130,044 3,336,000 0.51%
30 LORD, ABBETT & CO. LLC 124,000 3,181,000 0.48%
31 BRIDGEWAY CAPITAL MANAGEMENT, LLC 119,594 3,068,000 0.46%
32 FJ Capital Management LLC 89,642 2,299,000 0.35%
33 PARAMETRIC PORTFOLIO ASSOCIATES LLC 87,079 2,234,000 0.34%
34 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 84,437 2,166,000 0.33%
35 QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 77,335 1,984,000 0.30%
36 MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 75,109 1,927,000 0.29%
37 ALLIANCEBERNSTEIN L.P. 72,639 1,863,000 0.28%
38 CREDIT SUISSE AG/ 70,357 1,805,000 0.27%
39 DIXON HUBARD FEINOUR & BROWN INC/VA 68,002 1,744,000 0.26%
40 WELLS FARGO & COMPANY/MN 66,828 1,715,000 0.26%
41 TEACHERS ADVISORS, LLC 64,929 1,665,000 0.25%
42 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 61,035 1,566,000 0.24%
43 RHUMBLINE ADVISERS 57,198 1,467,000 0.22%
44 Nationwide Fund Advisors 54,414 1,396,000 0.21%
45 FIRST TRUST ADVISORS LP 52,706 1,352,000 0.20%
46 MILLENNIUM MANAGEMENT LLC 52,427 1,345,000 0.20%
47 Swiss National Bank 51,058 1,310,000 0.20%
48 AMG National Trust Bank 44,415 1,139,000 0.17%
49 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 35,987 923,000 0.14%
50 METROPOLITAN LIFE INSURANCE CO/NY 35,626 914,000 0.14%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.