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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 228,582 | $12.7M | 0.81% | +31,610+16.0% | Added |
| Marshall Wace, LLP | 231,315 | $12.8M | 0.07% | +102,213+79.2% | Added |
| Public Employees Retirement Association of Colorado | 232,592 | $12.9M | 0.06% | −8,676−3.6% | Reduced |
| Swiss Life Asset Management Ltd | 271,772 | $12.9M | 0.17% | +39,662+17.1% | Added |
| Ziegler Capital Management, LLC | 234,400 | $13.0M | 0.44% | −16,560−6.6% | Reduced |
| Heritage Wealth Advisors | 235,982 | $13.1M | 0.81% | +9,727+4.3% | Added |
| Verity & Verity, LLC | 237,206 | $13.2M | 2.08% | −825−0.3% | Reduced |
| Logan Capital Management Inc | 238,009 | $13.2M | 0.61% | +2,344+1.0% | Added |
| Kanawha Capital Management LLC | 239,072 | $13.3M | 1.22% | +3,972+1.7% | Added |
| State of Tennessee, Treasury Department | 239,544 | $13.3M | 0.05% | −54,307−18.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 239,932 | $13.3M | 1.20% | +4,512+1.9% | Added |
| McRae Capital Management Inc | 241,149 | $13.4M | 3.06% | +1,162+0.5% | Added |
| Systematic Alpha Investments, LLC | 234,093 | $13.6M | 0.62% | +14,735+6.7% | Added |
| Empire Life Investments Inc. | 249,068 | $13.8M | 0.89% | +4,505+1.8% | Added |
| British Columbia Investment Management Corp | 249,101 | $13.8M | 0.09% | +28,061+12.7% | Added |
| Creative Planning | 253,940 | $14.1M | 0.03% | −30,242−10.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 256,022 | $14.2M | 0.03% | −98,405−27.8% | Reduced |
| Utah Retirement Systems | 256,025 | $14.2M | 0.18% | −2,700−1.0% | Reduced |
| Lazard Asset Management LLC | 257,525 | $14.3M | 0.02% | +34,654+15.5% | Added |
| Advisor Group Holdings, Inc. | 258,090 | $14.3M | 0.03% | +2,450+1.0% | Added |
| Allianz Asset Management GmbH | 259,696 | $14.4M | 0.01% | +52,911+25.6% | Added |
| Cypress Capital Management LLC | 259,963 | $14.4M | 1.90% | +169+0.1% | Added |
| DekaBank Deutsche Girozentrale | 262,501 | $14.4M | 0.04% | −31,272−10.6% | Reduced |
| DnB Asset Management AS | 260,689 | $14.5M | 0.10% | +43,539+20.1% | Added |
| Paloma Partners Management Co | 267,923 | $14.9M | 0.39% | +252,137+1,597.2% | Added |
| Ledyard National Bank | 268,011 | $14.9M | 1.52% | −607−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 271,314 | $15.1M | 0.61% | +21,139+8.4% | Added |
| Pinnacle Wealth Advisors | 271,314 | $15.1M | 0.61% | +271,314 | New |
| AQR Capital Management LLC | 271,731 | $15.1M | 0.03% | +106,281+64.2% | Added |
| HRT Financial LP | 272,609 | $15.1M | 0.14% | +272,609 | New |
| Haverford Trust Co | 276,236 | $15.3M | 0.18% | +16,594+6.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 278,663 | $15.5M | 0.09% | −15,129−5.1% | Reduced |
| Beach Investment Counsel Inc | 281,195 | $15.6M | 1.40% | −18,549−6.2% | Reduced |
| M&G Investment Management Ltd | 280,609 | $15.7M | 0.08% | +18,659+7.1% | Added |
| Peapack Gladstone Financial Corp | 283,924 | $15.8M | 0.38% | +1,350+0.5% | Added |
| Bryn Mawr Trust Co | 284,764 | $15.8M | 0.60% | +2,323+0.8% | Added |
| Stephens Inc | 285,428 | $15.8M | 0.24% | +6,239+2.2% | Added |
| Nomura Asset Management Co Ltd | 290,076 | $16.1M | 0.09% | +12,206+4.4% | Added |
| Washington Trust Co | 291,352 | $16.2M | 0.46% | +9,748+3.5% | Added |
| Mackenzie Financial Corp | 292,556 | $16.2M | 0.02% | +52,660+22.0% | Added |
| PFS Investments Inc. | 299,196 | $16.5M | 0.38% | +38,713+14.9% | Added |
| Wesbanco Bank Inc | 299,679 | $16.6M | 0.62% | +5,373+1.8% | Added |
| Soapstone Management L.P. | 300,000 | $16.6M | 6.68% | +100,000+50.0% | Added |
| Delta Asset Management LLC | 300,200 | $16.7M | 1.60% | −17,605−5.5% | Reduced |
| Raymond James Trust N.A. | 300,218 | $16.7M | 0.55% | +5,383+1.8% | Added |
| Teacher Retirement System of Texas | 302,770 | $16.8M | 0.09% | −57,411−15.9% | Reduced |
| Calamos Advisors LLC | 304,731 | $16.9M | 0.08% | +132,915+77.4% | Added |
| United Capital Financial Advisers, LLC | 305,257 | $16.9M | 0.09% | +8,162+2.7% | Added |
| Forsta Ap-Fonden | 305,400 | $16.9M | 0.20% | +35,200+13.0% | Added |
| Chartwell Investment Partners, LLC | 309,020 | $17.2M | 0.50% | −21,440−6.5% | Reduced |
| Advisors Asset Management, Inc. | 309,935 | $17.2M | 0.25% | −16,548−5.1% | Reduced |
| MetLife Investment Management | 311,796 | $17.3M | 0.15% | −9,241−2.9% | Reduced |
| Janus Henderson Group PLC | 314,495 | $17.5M | 0.01% | −108,707−25.7% | Reduced |
| Stieven Capital Advisors, L.P. | 316,800 | $17.6M | 2.17% | −103,800−24.7% | Reduced |
| Tower Bridge Advisors | 317,009 | $17.6M | 1.17% | +4,871+1.6% | Added |
| Synovus Financial Corp | 320,007 | $17.8M | 0.18% | +775+0.2% | Added |
| Financial Counselors Inc | 322,956 | $17.9M | 0.39% | +7,384+2.3% | Added |
| Captrust Financial Advisors | 326,092 | $18.1M | 0.17% | −26,054−7.4% | Reduced |
| Salem Investment Counselors Inc | 328,111 | $18.2M | 1.00% | −3,931−1.2% | Reduced |
| Whittier Trust Co | 329,997 | $18.3M | 0.33% | +12,415+3.9% | Added |
| ProShare Advisors LLC | 337,056 | $18.7M | 0.05% | +19,409+6.1% | Added |
| State of Michigan Retirement System | 338,126 | $18.8M | 0.11% | 00.0% | Unchanged |
| Mariner, LLC | 338,688 | $18.8M | 0.12% | +8,523+2.6% | Added |
| Adage Capital Partners GP, L.L.C. | 342,553 | $19.0M | 0.04% | +342,553 | New |
| CIBC World Markets Corp | 342,571 | $19.0M | 0.13% | −492,825−59.0% | Reduced |
| American Assets Investment Management, LLC | 344,000 | $19.1M | 2.50% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 344,073 | $19.1M | 0.04% | −257,235−42.8% | Reduced |
| PM Capital Ltd | 344,066 | $19.1M | 3.44% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 345,581 | $19.2M | 0.10% | +17,079+5.2% | Added |
| Coerente Capital Management | 348,044 | $19.3M | 4.00% | +2,160+0.6% | Added |
| Comerica Bank | 352,206 | $19.4M | 0.12% | −7,740−2.2% | Reduced |
| Montag A & Associates Inc | 351,040 | $19.5M | 1.03% | −19,278−5.2% | Reduced |
| Eagle Global Advisors LLC | 352,440 | $19.6M | 1.26% | +5,609+1.6% | Added |
| Payden & Rygel | 353,600 | $19.6M | 0.94% | −402,500−53.2% | Reduced |
| Cullinan Associates Inc | 355,029 | $19.7M | 1.10% | +43,850+14.1% | Added |
| Nachman Norwood & Parrott, Inc | 357,591 | $19.8M | 2.02% | +5,600+1.6% | Added |
| Morningstar Investment Services LLC | 368,244 | $20.4M | 0.24% | −485−0.1% | Reduced |
| Arizona State Retirement System | 377,452 | $20.9M | 0.17% | −2,453−0.6% | Reduced |
| Matrix Asset Advisors Inc | 379,235 | $21.0M | 3.03% | +14,296+3.9% | Added |
| Guggenheim Capital LLC | 383,691 | $21.3M | 0.13% | +55,677+17.0% | Added |
| Amalgamated Bank | 384,082 | $21.3M | 0.17% | +310,453+421.6% | Added |
| Man Group plc | 390,344 | $21.7M | 0.08% | +173,949+80.4% | Added |
| First Long Island Investors, LLC | 391,796 | $21.7M | 1.86% | +7,365+1.9% | Added |
| Professional Advisory Services Inc | 398,388 | $22.1M | 3.21% | +20,929+5.5% | Added |
| Thomasville National Bank | 423,364 | $23.5M | 2.49% | +159,601+60.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 433,312 | $24.0M | 0.22% | −8,700−2.0% | Reduced |
| South Dakota Investment Council | 439,108 | $24.4M | 0.43% | −63,470−12.6% | Reduced |
| Prana Capital Management, LP | 450,343 | $25.0M | 1.70% | +450,343 | New |
| Bridgewater Associates, LP | 457,369 | $25.4M | 0.16% | +38,116+9.1% | Added |
| Oppenheimer Asset Management Inc. | 462,034 | $25.6M | 0.37% | +3,038+0.7% | Added |
| AMP Capital Investors Ltd | 464,009 | $25.7M | 0.12% | +1,813+0.4% | Added |
| Natixis Advisors, L.P. | 470,611 | $26.1M | 0.12% | +2,870+0.6% | Added |
| Montgomery Investment Management Inc | 472,588 | $26.2M | 9.73% | −3,000−0.6% | Reduced |
| Fifth Third Bancorp | 474,334 | $26.3M | 0.12% | +88,910+23.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 475,093 | $26.4M | 0.14% | +61,729+14.9% | Added |
| US Bancorp | 480,575 | $26.7M | 0.05% | −26,789−5.3% | Reduced |
| Susquehanna International Group, LLP | 482,665 | $26.8M | 0.03% | +162,386+50.7% | Added |
| Nisa Investment Advisors, LLC | 489,763 | $27.2M | 0.17% | −75,295−13.3% | Reduced |
| American International Group, Inc. | 489,805 | $27.2M | 0.11% | −10,027−2.0% | Reduced |
| Retirement Systems of Alabama | 491,946 | $27.3M | 0.10% | −623,543−55.9% | Reduced |