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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 108,660 | $6.03M | 0.12% | −9,554−8.1% | Reduced |
| FinTrust Capital Advisors, LLC | 109,887 | $6.10M | 1.61% | −1,050−0.9% | Reduced |
| Cetera Advisor Networks LLC | 110,145 | $6.11M | 0.09% | +41,048+59.4% | Added |
| Westover Capital Advisors, LLC | 110,376 | $6.13M | 1.97% | −2,217−2.0% | Reduced |
| ING Groep NV | 110,453 | $6.13M | 0.10% | +21,255+23.8% | Added |
| Smith, Salley & Associates | 112,040 | $6.22M | 0.50% | +1,747+1.6% | Added |
| First Horizon Advisors, Inc. | 112,115 | $6.22M | 0.34% | +2,683+2.5% | Added |
| Oregon Public Employees Retirement Fund | 112,378 | $6.24M | 0.07% | +922+0.8% | Added |
| Securian Asset Management, Inc | 113,420 | $6.29M | 0.13% | −805−0.7% | Reduced |
| Keating Investment Counselors Inc | 117,095 | $6.50M | 2.98% | −17,495−13.0% | Reduced |
| Terry L. Blaker | 118,138 | $6.56M | 0.43% | +1,436+1.2% | Added |
| Westpac Banking Corp | 118,609 | $6.58M | 0.07% | +2,190+1.9% | Added |
| Oakwood Capital Management LLC | 118,699 | $6.59M | 1.70% | +796+0.7% | Added |
| Sandy Spring Bank | 121,258 | $6.73M | 0.36% | +258+0.2% | Added |
| Biondo Investment Advisors, LLC | 120,914 | $6.76M | 1.16% | +5,166+4.5% | Added |
| Profund Advisors LLC | 122,280 | $6.79M | 0.23% | +73,772+152.1% | Added |
| TD Private Client Wealth LLC | 122,542 | $6.80M | 0.29% | +5,400+4.6% | Added |
| Maryland Capital Management | 124,781 | $6.93M | 0.42% | +61,830+98.2% | Added |
| Colonial Trust Advisors | 124,883 | $6.93M | 0.85% | −560−0.4% | Reduced |
| German American Bancorp, Inc. | 125,342 | $6.96M | 1.10% | +125,342 | New |
| Kestra Advisory Services, LLC | 125,640 | $6.97M | 0.08% | +11,203+9.8% | Added |
| Keybank National Association | 126,199 | $7.00M | 0.03% | −2,539−2.0% | Reduced |
| Camden National Bank | 126,357 | $7.01M | 1.32% | −5,443−4.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 127,671 | $7.08M | 0.01% | −11,204−8.1% | Reduced |
| ExodusPoint Capital Management, LP | 128,572 | $7.14M | 0.11% | −21,360−14.2% | Reduced |
| Advisory Services Network, LLC | 128,892 | $7.15M | 0.23% | +7,280+6.0% | Added |
| Icon Wealth Partners, LLC | 129,179 | $7.17M | 0.77% | +18,511+16.7% | Added |
| AXA S.A. | 129,267 | $7.17M | 0.02% | +1,320+1.0% | Added |
| Hyman Charles D | 131,702 | $7.31M | 0.51% | −1,750−1.3% | Reduced |
| Nissay Asset Management Corp | 134,341 | $7.46M | 0.07% | +6,853+5.4% | Added |
| First Republic Investment Management, Inc. | 134,444 | $7.46M | 0.02% | +19,032+16.5% | Added |
| Argent Trust Co | 134,714 | $7.48M | 0.49% | +9,406+7.5% | Added |
| Linscomb & Williams, Inc. | 135,024 | $7.49M | 0.38% | +4,875+3.7% | Added |
| Alpha Omega Wealth Management LLC | 136,283 | $7.56M | 1.24% | −4,762−3.4% | Reduced |
| Taylor Wealth Management Partners | 138,434 | $7.68M | 2.71% | −3,232−2.3% | Reduced |
| tru Independence LLC | 138,762 | $7.70M | 2.27% | +299+0.2% | Added |
| Lockheed Martin Investment Management Co | 140,794 | $7.81M | 0.41% | −380,750−73.0% | Reduced |
| Cresset Asset Management, LLC | 141,449 | $7.85M | 0.11% | −82,052−36.7% | Reduced |
| Flputnam Investment Management Co | 141,474 | $7.85M | 0.27% | +37,291+35.8% | Added |
| Virginia Retirement Systems Et Al | 142,400 | $7.90M | 0.08% | −8,100−5.4% | Reduced |
| Fort Washington Investment Advisors Inc | 142,639 | $7.92M | 0.07% | −600.0% | Reduced |
| Oppenheimer & Co Inc | 144,902 | $8.04M | 0.14% | −1,800−1.2% | Reduced |
| Engineers Gate Manager LP | 146,263 | $8.12M | 0.52% | +33,093+29.2% | Added |
| Hartford Investment Management Co | 148,899 | $8.26M | 0.21% | −3,636−2.4% | Reduced |
| Rothschild Investment Corp | 152,436 | $8.46M | 0.67% | +31,820+26.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 156,814 | $8.70M | 0.79% | +3,207+2.1% | Added |
| Chemung Canal Trust Co | 157,160 | $8.72M | 1.67% | +3,936+2.6% | Added |
| Brinker Capital Investments, LLC | 157,377 | $8.73M | 0.12% | +5,165+3.4% | Added |
| Tdam USA Inc. | 161,406 | $8.79M | 0.54% | +12,084+8.1% | Added |
| Twinbeech Capital LP | 158,567 | $8.80M | 1.07% | +86,117+118.9% | Added |
| Investment Management Corp of Ontario | 159,000 | $8.82M | 0.38% | 00.0% | Unchanged |
| Independent Advisor Alliance | 159,033 | $8.83M | 0.48% | +2,122+1.4% | Added |
| Palladium Partners LLC | 160,950 | $8.93M | 0.42% | −3,448−2.1% | Reduced |
| Metropolitan Life Insurance Co | 163,533 | $9.08M | 0.13% | −2,899−1.7% | Reduced |
| Sonora Investment Management, LLC | 163,939 | $9.10M | 1.19% | +8,072+5.2% | Added |
| Intact Investment Management Inc. | 165,300 | $9.17M | 0.26% | −4,300−2.5% | Reduced |
| Andra AP-fonden | 167,400 | $9.29M | 0.19% | −21,200−11.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 168,494 | $9.35M | 0.10% | +30.0% | Added |
| CIBC Asset Management Inc | 169,721 | $9.42M | 0.04% | +944+0.6% | Added |
| Highland Capital Management, LLC | 169,876 | $9.43M | 0.56% | −2,135−1.2% | Reduced |
| NTV Asset Management LLC | 170,120 | $9.44M | 1.67% | −6,659−3.8% | Reduced |
| Brown Advisory Inc | 170,234 | $9.45M | 0.01% | −17,425−9.3% | Reduced |
| Wallington Asset Management, LLC | 174,089 | $9.66M | 1.66% | +4,410+2.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 174,615 | $9.69M | 0.37% | −25,477−12.7% | Reduced |
| Pinnacle Associates Ltd | 175,022 | $9.71M | 0.18% | +1,873+1.1% | Added |
| IFM Investors Pty Ltd | 175,248 | $9.73M | 0.20% | +30,666+21.2% | Added |
| Mutual of America Capital Management LLC | 175,584 | $9.74M | 0.10% | +1,145+0.7% | Added |
| Tudor Investment Corp Et Al | 177,438 | $9.85M | 0.20% | +94,966+115.1% | Added |
| Vestor Capital, LLC | 178,786 | $9.92M | 1.04% | +13,232+8.0% | Added |
| NN Investment Partners Holdings N.V. | 180,518 | $10.0M | 0.05% | +4,783+2.7% | Added |
| Stonebridge Capital Advisors LLC | 187,105 | $10.4M | 1.26% | +8,518+4.8% | Added |
| Verition Fund Management LLC | 189,439 | $10.5M | 0.15% | +179,804+1,866.2% | Added |
| Patten & Patten Inc | 195,442 | $10.8M | 0.83% | +13,229+7.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 197,708 | $11.0M | 0.83% | −582−0.3% | Reduced |
| M&T Bank Corp | 198,491 | $11.0M | 0.05% | −7,048−3.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 199,550 | $11.1M | 0.81% | +199,550 | New |
| Farmers & Merchants Investments Inc | 200,419 | $11.1M | 0.50% | +1,076+0.5% | Added |
| Carroll Financial Associates, Inc. | 201,165 | $11.2M | 0.63% | +2,351+1.2% | Added |
| Rockefeller Capital Management L.P. | 201,179 | $11.2M | 0.06% | +28,576+16.6% | Added |
| Galvin, Gaustad & Stein, LLC | 201,287 | $11.2M | 1.06% | −4,575−2.2% | Reduced |
| Blue Chip Partners, Inc. | 201,728 | $11.2M | 1.60% | +13,741+7.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 202,356 | $11.2M | 0.05% | +5,318+2.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 185,595 | $11.3M | 0.20% | +24,325+15.1% | Added |
| State of Alaska, Department of Revenue | 208,856 | $11.6M | 0.12% | −2,397−1.1% | Reduced |
| Willis Investment Counsel | 210,379 | $11.7M | 0.69% | −6,769−3.1% | Reduced |
| Gradient Investments LLC | 211,199 | $11.7M | 0.34% | +25,095+13.5% | Added |
| Mackay Shields LLC | 211,849 | $11.8M | 0.11% | −21,739−9.3% | Reduced |
| Advisors Capital Management, LLC | 215,478 | $12.0M | 0.38% | +11,131+5.4% | Added |
| Badgley Phelps & Bell Inc | 215,688 | $12.0M | 0.44% | +13,613+6.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 218,000 | $12.1M | 0.13% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 217,999 | $12.1M | 0.54% | +1,129+0.5% | Added |
| Cubist Systematic Strategies, LLC | 218,033 | $12.1M | 0.14% | +102,275+88.4% | Added |
| Associated Banc-Corp | 218,139 | $12.1M | 0.48% | +30,741+16.4% | Added |
| Chesley Taft & Associates LLC | 218,640 | $12.1M | 0.70% | +8,156+3.9% | Added |
| Rowland & Co Investment Counsel | 220,051 | $12.2M | 3.00% | −327−0.1% | Reduced |
| FDx Advisors, Inc. | 221,116 | $12.3M | 0.41% | +19,366+9.6% | Added |
| Texas Permanent School Fund | 223,418 | $12.4M | 0.14% | −1,539−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 224,203 | $12.4M | 0.07% | −8,453−3.6% | Reduced |
| Squarepoint Ops LLC | 226,462 | $12.6M | 0.09% | +199,223+731.4% | Added |
| Gofen & Glossberg LLC | 228,307 | $12.7M | 0.30% | +4,438+2.0% | Added |