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

Institutional Holders (2016Q1)
Portfolio Summary: 141 Institutional holders with a total value of $619,762,156.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DIMENSIONAL FUND ADVISORS LP 3,030,305 74,636,000 12.04%
2 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2,506,750 61,742,000 9.96%
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,700,551 42,003,000 6.78%
4 VANGUARD GROUP INC 1,603,030 39,483,000 6.37%
5 NORTHERN TRUST CORP 1,337,469 32,942,000 5.32%
6 BlackRock Institutional Trust Company, N.A. 1,229,167 30,274,000 4.88%
7 JPMORGAN CHASE & CO 1,095,107 26,972,000 4.35%
8 AMERIPRISE FINANCIAL INC 1,049,550 25,850,000 4.17%
9 BlackRock Fund Advisors 1,043,945 25,712,000 4.15%
10 PRICE T ROWE ASSOCIATES INC /MD/ 953,630 23,488,000 3.79%
11 HEARTLAND ADVISORS INC 933,550 22,993,000 3.71%
12 STATE STREET CORP 785,924 19,360,000 3.12%
13 RENAISSANCE TECHNOLOGIES LLC 583,905 14,382,000 2.32%
14 BANC FUNDS CO LLC 560,351 13,801,000 2.23%
15 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 339,852 8,371,000 1.35%
16 GEODE CAPITAL MANAGEMENT, LLC 324,156 7,983,000 1.29%
17 Elizabeth Park Capital Advisors, Ltd. 289,247 7,124,000 1.15%
18 Bank of New York Mellon Corp 266,683 6,569,000 1.06%
19 NATIXIS ADVISORS, LLC 243,726 6,003,000 0.97%
20 MILLENNIUM MANAGEMENT LLC 241,883 5,958,000 0.96%
21 KENNEDY CAPITAL MANAGEMENT LLC 233,525 5,752,000 0.93%
22 BNP Paribas Asset Management Holding S.A. 230,807 5,685,000 0.92%
23 PRINCIPAL FINANCIAL GROUP INC 229,694 5,657,000 0.91%
24 Atlantic Union Bankshares Corp 193,525 4,766,000 0.77%
25 TIAA CREF INVESTMENT MANAGEMENT LLC 188,863 4,652,000 0.75%
26 BlackRock Investment Management, LLC 171,984 4,236,000 0.68%
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 146,096 3,599,000 0.58%
28 MORGAN STANLEY 145,044 3,572,000 0.58%
29 Brandywine Global Investment Management, LLC 140,275 3,455,000 0.56%
30 SYSTEMATIC FINANCIAL MANAGEMENT LP 135,200 3,329,000 0.54%
31 LSV ASSET MANAGEMENT 128,040 3,153,000 0.51%
32 BRIDGEWAY CAPITAL MANAGEMENT, LLC 120,094 2,958,000 0.48%
33 WELLS FARGO & COMPANY/MN 107,445 2,646,000 0.43%
34 TWO SIGMA INVESTMENTS, LP 107,068 2,637,000 0.43%
35 Matarin Capital Management, LLC 100,581 2,477,310 0.40%
36 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 95,819 2,360,000 0.38%
37 PRUDENTIAL FINANCIAL INC 95,023 2,340,000 0.38%
38 RHUMBLINE ADVISERS 92,781 2,285,000 0.37%
39 MARSHALL WACE, LLP 78,393 1,931,000 0.31%
40 Swiss National Bank 73,958 1,759,000 0.28%
41 TEACHERS ADVISORS, LLC 69,981 1,724,000 0.28%
42 ALLIANCEBERNSTEIN L.P. 69,049 1,701,000 0.27%
43 SILVERCREST ASSET MANAGEMENT GROUP LLC 62,950 1,550,000 0.25%
44 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 62,800 1,547,000 0.25%
45 DIXON HUBARD FEINOUR & BROWN INC/VA 57,025 1,506,000 0.24%
46 AQR CAPITAL MANAGEMENT LLC 59,390 1,463,000 0.24%
47 CREDIT SUISSE AG/ 57,915 1,427,000 0.23%
48 NEW YORK STATE COMMON RETIREMENT FUND 57,829 1,424,000 0.23%
49 BANK OF AMERICA CORP /DE/ 52,771 1,300,000 0.21%
50 WELLINGTON MANAGEMENT GROUP LLP 51,290 1,263,000 0.20%
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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.