Truist Financial Corp
TFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000092230
In the last 90 days, Truist Financial Corp insiders filed 1 open-market purchase and 3 sales; 1,706 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Truist Financial Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,353
- −5 vs. Q1 2021
- Shares held
- 965.6M
- −10.5M (−1.1%) vs. Q1 2021
- Total value
- $53.5B
- −$3.33B (−5.9%) vs. Q1 2021
- New holders
- 97
- 595 more added
- Sold out
- 102
- 462 more reduced
18 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,706 | $46.7B |
| Q1 2026 | 1,648 | $42.7B |
| Q4 2025 | 1,669 | $47.2B |
| Q3 2025 | 1,562 | $43.3B |
| Q2 2025 | 1,549 | $41.3B |
| Q1 2025 | 1,558 | $40.1B |
| Q4 2024 | 1,569 | $42.1B |
| Q3 2024 | 1,480 | $41.2B |
| Q2 2024 | 1,424 | $37.8B |
| Q1 2024 | 1,423 | $36.9B |
| Q4 2023 | 1,399 | $35.2B |
| Q3 2023 | 1,272 | $26.7B |
| Q2 2023 | 1,311 | $29.2B |
| Q1 2023 | 1,399 | $33.1B |
| Q4 2022 | 1,491 | $42.2B |
| Q3 2022 | 1,427 | $42.6B |
| Q2 2022 | 1,449 | $46.4B |
| Q1 2022 | 1,508 | $55.6B |
| Q4 2021 | 1,488 | $56.9B |
| Q3 2021 | 1,387 | $57.2B |
| Q2 2021 | 1,353 | $53.5B |
| Q1 2021 | 1,376 | $57.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers National Bank | 44,451 | $0 | – | +3,904+9.6% | Added |
| WestEnd Advisors, LLC | – | $832 | 0.00% | – | New |
| Arcadia Investment Advisors LLC | 15 | $833 | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 16 | $901 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Atlas Private Wealth Advisors | 41 | $2.00K | 0.00% | −395−90.6% | Reduced |
| Rockbridge Investment Management, LCC | 34 | $2.00K | 0.00% | −51−60.0% | Reduced |
| McClarren Financial Advisors, Inc. | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 43 | $2.00K | 0.00% | +1+2.4% | Added |
| Joseph P. Lucia & Associates, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 32 | $2.00K | 0.00% | +32 | New |
| Spectrum Management Group, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 59 | $3.00K | 0.00% | +59 | New |
| Motco | 67 | $4.00K | 0.00% | +67 | New |
| Vigilant Capital Management, LLC | 65 | $4.00K | 0.00% | +65 | New |
| Cypress Point Wealth Management, LLC | 75 | $4.00K | 0.00% | +75 | New |
| Lenox Wealth Advisors, LLC | 97 | $5.00K | 0.00% | −178−64.7% | Reduced |
| HighMark Wealth Management LLC | 84 | $5.00K | 0.00% | −115−57.8% | Reduced |
| Country Trust Bank | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 115 | $6.00K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 99 | $6.00K | 0.00% | +99 | New |
| Castleview Partners, LLC | 101 | $6.00K | 0.00% | +101 | New |
| Baldwin Brothers Inc | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 133 | $7.00K | 0.00% | +133 | New |
| Ford Financial Group, LLC | 143 | $7.00K | 0.00% | +143 | New |
| San Francisco Sentry Investment Group (Ca) | 162 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 162 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jefferies Group LLC | 163 | $9.05K | 0.00% | −7,639−97.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 172 | $10.0K | 0.00% | −203−54.1% | Reduced |
| Truvestments Capital LLC | 201 | $11.0K | 0.01% | −286−58.7% | Reduced |
| Horan Securities, Inc. | 193 | $11.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 208 | $12.0K | 0.00% | −42−16.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 221 | $12.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 225 | $12.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 221 | $12.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 213 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 210 | $12.0K | 0.00% | +84+66.7% | Added |
| Global Trust Asset Management, LLC | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 259 | $14.0K | 0.01% | 00.0% | Unchanged |
| QVR LLC | 256 | $14.0K | 0.04% | +256 | New |
| Cascade Investment Advisors, Inc. | 277 | $15.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 294 | $16.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 306 | $17.0K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 307 | $17.0K | 0.01% | – | – |
| JFS Wealth Advisors, LLC | 332 | $18.0K | 0.00% | −45−11.9% | Reduced |
| TCTC Holdings, LLC | 318 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 323 | $18.0K | 0.00% | +206+176.1% | Added |
| Baldrige Asset Management LLC | 320 | $18.0K | 0.01% | +320 | New |
| Webster Bank, N. A. | 339 | $19.0K | 0.00% | −26,126−98.7% | Reduced |
| Pflug Koory, LLC | 338 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 369 | $20.0K | 0.00% | −36−8.9% | Reduced |
| Evolution Wealth Advisors, LLC | 373 | $21.0K | 0.00% | −132−26.1% | Reduced |
| Tarbox Family Office, Inc. | 375 | $21.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 375 | $21.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 400 | $22.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 439 | $24.0K | 0.01% | −19−4.1% | Reduced |
| Savior LLC | 470 | $26.0K | 0.02% | −119−20.2% | Reduced |
| Hoover Financial Advisors, Inc. | 469 | $26.0K | 0.00% | −38−7.5% | Reduced |
| McIlrath & Eck, LLC | 480 | $27.0K | 0.01% | −40−7.7% | Reduced |
| Hexavest Inc. | 493 | $27.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 494 | $27.0K | 0.01% | +188+61.4% | Added |
| Financial Perspectives, Inc | 505 | $28.0K | 0.01% | −28,947−98.3% | Reduced |
| Carolina Wealth Advisors, LLC | 518 | $29.0K | 0.02% | +518 | New |
| Peoples Financial Services Corp. | 544 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 544 | $30.0K | 0.00% | +4+0.7% | Added |
| Ancora Advisors, LLC | 546 | $30.0K | 0.00% | +319+140.5% | Added |
| Edge Wealth Management LLC | 560 | $31.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 553 | $31.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 596 | $33.0K | 0.02% | +243+68.8% | Added |
| Stonebridge Financial Planning Group, LLC | 609 | $34.0K | 0.02% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 618 | $34.0K | 0.01% | +618 | New |
| Brewin Dolphin Ltd | 647 | $35.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 647 | $35.9K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 659 | $37.0K | 0.02% | +4+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 693 | $38.0K | 0.02% | +43+6.6% | Added |
| NuWave Investment Management, LLC | 725 | $40.0K | 0.04% | −3,844−84.1% | Reduced |
| Earnest Partners LLC | 745 | $41.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 756 | $42.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 778 | $43.0K | 0.01% | −26−3.2% | Reduced |
| CKW Financial Group | 800 | $45.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 834 | $46.0K | 0.03% | +834 | New |
| Eagle Bay Advisors LLC | 787 | $46.0K | 0.04% | +787 | New |
| Simon Quick Advisors, LLC | 848 | $47.0K | 0.01% | +3+0.4% | Added |
| Harvest Fund Management Co., Ltd | 854 | $48.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 872 | $48.0K | 0.01% | +272+45.3% | Added |
| Solstein Capital, LLC | 861 | $48.0K | 0.06% | +550+176.8% | Added |
| Plante Moran Financial Advisors, LLC | 884 | $49.0K | 0.01% | −805−47.7% | Reduced |
| Wolff Wiese Magana LLC | 879 | $49.0K | 0.03% | −366−29.4% | Reduced |
| Old Second National Bank of Aurora | 900 | $50.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 900 | $50.0K | 0.00% | 00.0% | Unchanged |