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

Institutional Holders (2014Q3)
Portfolio Summary: 115 Institutional holders with a total value of $597,772,209.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DIMENSIONAL FUND ADVISORS LP 2,459,939 56,825,000 9.51%
2 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2,439,450 56,352,000 9.43%
3 AMERIPRISE FINANCIAL INC 1,714,996 39,618,000 6.63%
4 HEARTLAND ADVISORS INC 1,630,424 37,663,000 6.30%
5 VANGUARD GROUP INC 1,351,494 31,219,000 5.22%
6 KEELEY ASSET MANAGEMENT CORP 1,268,134 29,294,000 4.90%
7 BlackRock Institutional Trust Company, N.A. 1,267,352 29,276,000 4.90%
8 NORTHERN TRUST CORP 1,235,440 28,539,000 4.77%
9 Forest Hill Capital, LLC 1,137,285 26,271,000 4.39%
10 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,114,029 25,734,000 4.30%
11 BlackRock Fund Advisors 1,011,430 23,364,000 3.91%
12 JPMORGAN CHASE & CO 901,865 20,833,000 3.49%
13 Allianz Asset Management GmbH 755,300 17,447,000 2.92%
14 STATE STREET CORP 745,819 17,228,000 2.88%
15 CRAMER ROSENTHAL MCGLYNN LLC 718,900 16,607,000 2.78%
16 BANC FUNDS CO LLC 545,351 12,598,000 2.11%
17 RENAISSANCE TECHNOLOGIES LLC 429,245 9,916,000 1.66%
18 SYSTEMATIC FINANCIAL MANAGEMENT LP 416,850 9,629,000 1.61%
19 Brandywine Global Investment Management, LLC 384,897 8,891,000 1.49%
20 Bank of New York Mellon Corp 307,428 7,101,000 1.19%
21 GEODE CAPITAL MANAGEMENT, LLC 283,590 6,550,000 1.10%
22 KENNEDY CAPITAL MANAGEMENT LLC 267,274 6,174,000 1.03%
23 Atlantic Union Bankshares Corp 242,244 5,596,000 0.94%
24 NATIXIS ADVISORS, LLC 233,418 5,392,000 0.90%
25 TIAA CREF INVESTMENT MANAGEMENT LLC 206,291 4,765,000 0.80%
26 LSV ASSET MANAGEMENT 172,692 3,989,000 0.67%
27 BlackRock Investment Management, LLC 145,715 3,366,000 0.56%
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 126,828 2,930,000 0.49%
29 BRIDGEWAY CAPITAL MANAGEMENT, LLC 119,594 2,763,000 0.46%
30 FJ Capital Management LLC 110,642 2,556,000 0.43%
31 MALTESE CAPITAL MANAGEMENT LLC 109,300 2,525,000 0.42%
32 WELLINGTON MANAGEMENT GROUP LLP 98,519 2,276,000 0.38%
33 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 85,422 1,973,000 0.33%
34 PARAMETRIC PORTFOLIO ASSOCIATES LLC 85,215 1,968,000 0.33%
35 LORD, ABBETT & CO. LLC 84,400 1,950,000 0.33%
36 RHUMBLINE ADVISERS 77,498 1,790,000 0.30%
37 MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 75,109 1,735,000 0.29%
38 ALLIANCEBERNSTEIN L.P. 72,639 1,678,000 0.28%
39 DIXON HUBARD FEINOUR & BROWN INC/VA 68,002 1,571,000 0.26%
40 WELLS FARGO & COMPANY/MN 67,719 1,564,000 0.26%
41 MILLENNIUM MANAGEMENT LLC 67,071 1,549,000 0.26%
42 TEACHERS ADVISORS, LLC 64,929 1,500,000 0.25%
43 DEUTSCHE BANK AG\ 63,755 1,471,000 0.25%
44 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 61,635 1,424,000 0.24%
45 Nationwide Fund Advisors 54,695 1,263,000 0.21%
46 Swiss National Bank 49,358 1,140,000 0.19%
47 CREDIT SUISSE AG/ 38,637 892,000 0.15%
48 AMG National Trust Bank 37,131 858,000 0.14%
49 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 35,987 831,000 0.14%
50 METROPOLITAN LIFE INSURANCE CO/NY 35,625 823,000 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.