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

Institutional Holders (2016Q3)
Portfolio Summary: 153 Institutional holders with a total value of $673,751,546.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DIMENSIONAL FUND ADVISORS LP 3,329,863 89,140,000 13.23%
2 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2,170,700 58,110,000 8.62%
3 VANGUARD GROUP INC 1,821,509 48,762,000 7.24%
4 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,459,595 39,073,000 5.80%
5 NORTHERN TRUST CORP 1,345,960 36,032,000 5.35%
6 BlackRock Institutional Trust Company, N.A. 1,336,161 35,769,000 5.31%
7 BlackRock Fund Advisors 1,110,709 29,734,000 4.41%
8 JPMORGAN CHASE & CO 1,086,911 29,097,000 4.32%
9 AMERIPRISE FINANCIAL INC 1,050,351 28,117,000 4.17%
10 PRICE T ROWE ASSOCIATES INC /MD/ 958,710 25,665,000 3.81%
11 STATE STREET CORP 793,639 21,240,000 3.15%
12 RENAISSANCE TECHNOLOGIES LLC 655,005 17,534,000 2.60%
13 BANC FUNDS CO LLC 515,351 13,796,000 2.05%
14 MILLENNIUM MANAGEMENT LLC 429,513 11,498,000 1.71%
15 GEODE CAPITAL MANAGEMENT, LLC 331,342 8,870,000 1.32%
16 PRINCIPAL FINANCIAL GROUP INC 266,912 7,146,000 1.06%
17 Bank of New York Mellon Corp 264,401 7,078,000 1.05%
18 Netols Asset Management, Inc. 235,499 6,304,000 0.94%
19 TIAA CREF INVESTMENT MANAGEMENT LLC 225,432 6,035,000 0.90%
20 Atlantic Union Bankshares Corp 214,730 5,748,000 0.85%
21 NATIXIS ADVISORS, LLC 212,499 5,688,000 0.84%
22 PRUDENTIAL FINANCIAL INC 209,690 5,613,000 0.83%
23 BNP Paribas Asset Management Holding S.A. 209,089 5,597,000 0.83%
24 LSV ASSET MANAGEMENT 187,240 5,012,000 0.74%
25 BlackRock Investment Management, LLC 180,243 4,825,000 0.72%
26 SYSTEMATIC FINANCIAL MANAGEMENT LP 171,245 4,584,000 0.68%
27 MORGAN STANLEY 157,779 4,224,000 0.63%
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 155,372 4,160,000 0.62%
29 BANK OF AMERICA CORP /DE/ 145,194 3,887,000 0.58%
30 BRIDGEWAY CAPITAL MANAGEMENT, LLC 145,114 3,885,000 0.58%
31 Matarin Capital Management, LLC 143,359 3,837,721 0.57%
32 Brandywine Global Investment Management, LLC 132,705 3,553,000 0.53%
33 AQR CAPITAL MANAGEMENT LLC 130,572 3,496,000 0.52%
34 Numeric Investors LLC 127,000 3,400,000 0.50%
35 EMERALD ACQUISITION LTD. 122,310 3,275,000 0.49%
36 WELLS FARGO & COMPANY/MN 120,846 3,235,000 0.48%
37 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 91,878 2,460,000 0.37%
38 TEACHERS ADVISORS, LLC 79,877 2,138,000 0.32%
39 TWO SIGMA INVESTMENTS, LP 78,339 2,097,000 0.31%
40 RHUMBLINE ADVISERS 77,082 2,063,000 0.31%
41 DEUTSCHE BANK AG\ 75,710 2,024,000 0.30%
42 Swiss National Bank 70,858 1,897,000 0.28%
43 FIRST TRUST ADVISORS LP 69,492 1,860,000 0.28%
44 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 69,100 1,850,000 0.27%
45 CREDIT SUISSE AG/ 69,095 1,849,000 0.27%
46 ALLIANCEBERNSTEIN L.P. 69,049 1,848,000 0.27%
47 GUGGENHEIM CAPITAL LLC 68,222 1,826,000 0.27%
48 BlackRock Group LTD 65,201 1,744,000 0.26%
49 SILVERCREST ASSET MANAGEMENT GROUP LLC 62,950 1,685,000 0.25%
50 NEW YORK STATE COMMON RETIREMENT FUND 60,795 1,627,000 0.24%
Page 1 of 4

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.