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; 1,707 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 | 1,707 | $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 |
|---|---|---|---|---|---|
| Brooks, Moore & Associates, Inc. | 64,113 | $3.56M | 2.27% | +3,015+4.9% | Added |
| Goelzer Investment Management, Inc. | 64,217 | $3.56M | 0.30% | +21,091+48.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 64,387 | $3.57M | 0.57% | −527−0.8% | Reduced |
| Marco Investment Management LLC | 64,439 | $3.58M | 0.42% | +11,775+22.4% | Added |
| Coastline Trust Co | 64,749 | $3.59M | 0.44% | +1,315+2.1% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 65,487 | $3.63M | 0.05% | +1,104+1.7% | Added |
| Meeder Asset Management Inc | 66,482 | $3.69M | 0.17% | +99+0.1% | Added |
| Citizens Business Bank | 66,525 | $3.69M | 0.49% | +42,030+171.6% | Added |
| Hallmark Capital Management Inc | 66,555 | $3.69M | 0.31% | +6,411+10.7% | Added |
| Salem Capital Management Inc | 66,675 | $3.70M | 2.03% | +7,101+11.9% | Added |
| River Wealth Advisors LLC | 66,870 | $3.71M | 0.65% | −2,625−3.8% | Reduced |
| People's United Financial, Inc. | 67,837 | $3.77M | 0.08% | +5,629+9.0% | Added |
| PGGM Investments | 68,585 | $3.81M | 0.02% | +58,722+595.4% | Added |
| Jaffetilchin Investment Partners, LLC | 73,876 | $3.83M | 0.26% | +36,386+97.1% | Added |
| Culbertson A N & Co Inc | 69,024 | $3.83M | 0.80% | +95+0.1% | Added |
| Parcion Private Wealth LLC | 69,195 | $3.84M | 0.38% | +150+0.2% | Added |
| Signature Wealth Management Group | 69,515 | $3.86M | 2.15% | −964−1.4% | Reduced |
| Trustmark National Bank Trust Department | 69,579 | $3.86M | 0.31% | −1,609−2.3% | Reduced |
| Level Four Advisory Services, LLC | 70,337 | $3.90M | 0.27% | +5,211+8.0% | Added |
| Parallax Volatility Advisers, L.P. | 70,595 | $3.92M | 0.05% | +61,257+656.0% | Added |
| Hantz Financial Services, Inc. | 71,507 | $3.97M | 0.15% | +6,057+9.3% | Added |
| Kavar Capital Partners Group, LLC | 71,646 | $3.98M | 0.96% | +1,061+1.5% | Added |
| Thompson Siegel & Walmsley LLC | 72,047 | $4.00M | 0.05% | −1,160−1.6% | Reduced |
| Quadrature Capital Ltd | 72,155 | $4.00M | 0.15% | +46,350+179.6% | Added |
| United Bank | 72,194 | $4.01M | 2.70% | −2,928−3.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 72,640 | $4.03M | 0.09% | +6,559+9.9% | Added |
| Covington Capital Management | 72,794 | $4.04M | 0.16% | +71,969+8,723.5% | Added |
| Daiwa Securities Group Inc. | 73,114 | $4.06M | 0.03% | +3,322+4.8% | Added |
| LaFleur & Godfrey LLC | 74,083 | $4.11M | 0.59% | +5,024+7.3% | Added |
| Xponance, Inc. | 74,293 | $4.12M | 0.08% | +16,647+28.9% | Added |
| Arbor Investment Advisors, LLC | 74,983 | $4.16M | 0.88% | −288−0.4% | Reduced |
| Wealthfront Advisers LLC | 75,733 | $4.20M | 0.02% | +9,213+13.8% | Added |
| First National Trust Co | 75,969 | $4.22M | 0.26% | −1,474−1.9% | Reduced |
| Griffin Asset Management, Inc. | 76,142 | $4.23M | 0.51% | −2,825−3.6% | Reduced |
| Edgestream Partners, L.P. | 77,128 | $4.28M | 0.25% | −267,658−77.6% | Reduced |
| Eudaimonia Partners, LLC | 77,764 | $4.32M | 0.81% | +503+0.7% | Added |
| Parsec Financial Management, Inc. | 77,818 | $4.32M | 0.20% | −13,307−14.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 77,811 | $4.32M | 0.72% | +8,513+12.3% | Added |
| Reliant Investment Management, LLC | 77,950 | $4.33M | 1.99% | +220+0.3% | Added |
| Kentucky Retirement Systems | 78,312 | $4.35M | 0.21% | −5,315−6.4% | Reduced |
| Umb Bank N A | 79,529 | $4.41M | 0.10% | −2,655−3.2% | Reduced |
| Alberta Investment Management Corp | 79,600 | $4.42M | 0.04% | +79,600 | New |
| Huber Capital Management LLC | 79,863 | $4.43M | 1.13% | +5,100+6.8% | Added |
| Corient Capital Partners, LLC | 80,239 | $4.45M | 0.33% | +14,090+21.3% | Added |
| Pacer Advisors, Inc. | 80,479 | $4.47M | 0.06% | +1,563+2.0% | Added |
| Concord Wealth Partners | 80,652 | $4.48M | 1.28% | +3,697+4.8% | Added |
| Capital International Sarl | 80,820 | $4.49M | 0.39% | +6,015+8.0% | Added |
| Richard Bernstein Advisors LLC | 81,102 | $4.50M | 0.09% | +81,102 | New |
| Cerity Partners LLC | 81,421 | $4.52M | 0.10% | −1,518−1.8% | Reduced |
| AlphaCrest Capital Management LLC | 81,431 | $4.52M | 0.19% | +50,931+167.0% | Added |
| Pettyjohn, Wood & White, Inc | 81,757 | $4.54M | 1.02% | −106−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 81,892 | $4.54M | 0.47% | −1,650−2.0% | Reduced |
| Pendal Group Limited | 82,826 | $4.60M | 0.04% | +2,684+3.3% | Added |
| Leavell Investment Management, Inc. | 78,867 | $4.60M | 0.37% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 83,533 | $4.64M | 0.01% | +5,071+6.5% | Added |
| Louisiana State Employees Retirement System | 83,800 | $4.65M | 0.11% | +300+0.4% | Added |
| YHB Investment Advisors, Inc. | 83,797 | $4.65M | 0.40% | +1,779+2.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 84,543 | $4.69M | 0.11% | −443−0.5% | Reduced |
| Bridge Creek Capital Management LLC | 84,810 | $4.71M | 1.77% | −1,610−1.9% | Reduced |
| Crestline Management, LP | 85,000 | $4.72M | 0.41% | +85,000 | New |
| American National Insurance Co | 85,685 | $4.76M | 0.18% | −140−0.2% | Reduced |
| Capital Insight Partners, LLC | 85,982 | $4.77M | 1.08% | +22,032+34.5% | Added |
| Crossmark Global Holdings, Inc. | 86,301 | $4.79M | 0.11% | +9,063+11.7% | Added |
| Equitable Trust Co | 87,648 | $4.86M | 0.31% | −30,839−26.0% | Reduced |
| Bragg Financial Advisors, Inc | 87,785 | $4.87M | 0.31% | +2,648+3.1% | Added |
| Alexandria Capital, LLC | 89,316 | $4.96M | 0.46% | +2,666+3.1% | Added |
| New Mexico Educational Retirement Board | 89,788 | $4.98M | 0.17% | +4,600+5.4% | Added |
| Shelton Capital Management | 90,400 | $5.02M | 0.19% | +52,801+140.4% | Added |
| Snow Capital Management LP | 90,765 | $5.04M | 0.72% | +11,950+15.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 91,333 | $5.07M | 0.01% | +32,553+55.4% | Added |
| Cardinal Capital Management | 92,690 | $5.14M | 1.09% | +423+0.5% | Added |
| Candriam Luxembourg S.C.A. | 93,260 | $5.18M | 0.04% | +7,667+9.0% | Added |
| Moody National Bank Trust Division | 93,339 | $5.18M | 0.11% | −316−0.3% | Reduced |
| Farmers Trust Co | 93,895 | $5.21M | 1.15% | −3,306−3.4% | Reduced |
| Ibex Wealth Advisors | 94,514 | $5.25M | 1.05% | +94,514 | New |
| Elo Mutual Pension Insurance Co | 94,699 | $5.26M | 0.17% | −2,559−2.6% | Reduced |
| Usca Ria LLC | 94,996 | $5.27M | 0.32% | +1,987+2.1% | Added |
| Atria Investments LLC | 95,036 | $5.27M | 0.10% | +12,778+15.5% | Added |
| Seven Eight Capital, LP | 95,053 | $5.28M | 0.74% | +24,753+35.2% | Added |
| Pinebridge Investments, L.P. | 96,115 | $5.33M | 0.06% | −1,480−1.5% | Reduced |
| AE Wealth Management LLC | 96,317 | $5.35M | 0.05% | +23,285+31.9% | Added |
| Tredje AP-fonden | 97,802 | $5.43M | 0.11% | 00.0% | Unchanged |
| Diversified Trust Co | 98,384 | $5.46M | 0.20% | −5,770−5.5% | Reduced |
| First Citizens Bank & Trust Co | 99,447 | $5.52M | 0.26% | −1,589−1.6% | Reduced |
| USS Investment Management Ltd | 100,200 | $5.56M | 0.04% | −70,900−41.4% | Reduced |
| Am Investment Strategies LLC | 100,194 | $5.56M | 1.43% | −523−0.5% | Reduced |
| Maryland State Retirement & Pension System | 103,108 | $5.61M | 0.18% | −74−0.1% | Reduced |
| Huntington National Bank | 101,954 | $5.66M | 0.06% | +13,543+15.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 102,293 | $5.68M | 0.07% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 103,295 | $5.73M | 0.05% | 00.0% | Unchanged |
| Old National Bancorp | 103,510 | $5.75M | 0.21% | −15,333−12.9% | Reduced |
| Parkside Investments, LLC | 104,286 | $5.79M | 1.11% | −2,265−2.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 104,582 | $5.80M | 0.24% | −804−0.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 104,886 | $5.82M | 0.14% | +64,051+156.9% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 104,912 | $5.82M | 1.88% | −1,500−1.4% | Reduced |
| Ingalls & Snyder LLC | 105,239 | $5.84M | 0.26% | −802−0.8% | Reduced |
| MML Investors Services, LLC | 105,410 | $5.85M | 0.05% | +2,275+2.2% | Added |
| Eastern Bank | 105,885 | $5.88M | 0.29% | +1,388+1.3% | Added |
| Kingsview Wealth Management, LLC | 106,105 | $5.97M | 0.30% | −1,172−1.1% | Reduced |
| Opus Investment Management Inc | 108,100 | $6.00M | 0.90% | 00.0% | Unchanged |