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 |
|---|---|---|---|---|---|
| Clearview Wealth Advisors LLC | 900 | $50.0K | 0.03% | +100+12.5% | Added |
| First Personal Financial Services | 912 | $51.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 945 | $52.0K | 0.01% | +645+215.0% | Added |
| Reilly Financial Advisors, LLC | 997 | $55.0K | 0.00% | +456+84.3% | Added |
| Howe & Rusling Inc | 1,006 | $56.0K | 0.01% | −261−20.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,013 | $56.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,010 | $56.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,009 | $56.0K | 0.03% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,060 | $58.0K | 0.02% | +1,060 | New |
| Westside Investment Management, Inc. | 1,070 | $59.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,082 | $60.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,084 | $60.0K | 0.01% | +1,084 | New |
| First Financial Corp | 1,100 | $61.0K | 0.04% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,093 | $61.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,101 | $61.0K | 0.01% | 00.0% | Unchanged |
| Sirios Capital Management L P | 1,141 | $63.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,230 | $68.0K | 0.00% | −26−2.1% | Reduced |
| Versant Capital Management, Inc | 1,251 | $69.0K | 0.03% | −1,117−47.2% | Reduced |
| Highlander Capital Management, LLC | 1,280 | $71.0K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,294 | $71.8K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,300 | $72.2K | 0.01% | +1,300 | New |
| Ossiam | 1,333 | $73.0K | 0.00% | −72,639−98.2% | Reduced |
| Macroview Investment Management LLC | 1,391 | $77.0K | 0.10% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,390 | $77.0K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1,423 | $79.0K | 0.04% | +89+6.7% | Added |
| Perkins Coie Trust Co | 1,527 | $85.0K | 0.03% | −3,612−70.3% | Reduced |
| Pacitti Group Inc. | 1,582 | $87.0K | 0.05% | −57−3.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,681 | $93.0K | 0.00% | +1,681 | New |
| TCI Wealth Advisors, Inc. | 1,702 | $94.0K | 0.02% | +137+8.8% | Added |
| Dark Forest Capital Management LP | 1,688 | $94.0K | 0.04% | +1,688 | New |
| Clean Yield Group | 1,726 | $96.0K | 0.04% | +1,726 | New |
| Ogorek Anthony Joseph | 1,750 | $97.0K | 0.04% | +1,750 | New |
| First PREMIER Bank | 1,780 | $98.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,795 | $100.0K | 0.00% | +48+2.7% | Added |
| Charter Oak Capital Management, LLC | 1,845 | $102.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,866 | $103.0K | 0.04% | −2−0.1% | Reduced |
| IMA Wealth, Inc. | 1,961 | $109.0K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 2,067 | $114.7K | 0.05% | +1,132+121.1% | Added |
| FourThought Financial, LLC | 2,073 | $115.0K | 0.02% | −82−3.8% | Reduced |
| Holloway Wealth Management, LLC | – | $117.0K | 0.04% | – | – |
| Evoke Wealth, LLC | 2,134 | $118.0K | 0.00% | −133−5.9% | Reduced |
| CX Institutional | 2,161 | $120.0K | 0.01% | −151−6.5% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $121.0K | 0.09% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,295 | $127.0K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,372 | $131.0K | 0.02% | +170+7.7% | Added |
| JJJ Advisors Inc. | 2,410 | $134.0K | 0.05% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2,462 | $137.0K | 0.04% | −892−26.6% | Reduced |
| Harbor Investment Advisory, LLC | 2,477 | $137.0K | 0.02% | −173−6.5% | Reduced |
| Horizon Financial Services, LLC | 2,493 | $138.0K | 0.10% | −12−0.5% | Reduced |
| Gables Capital Management Inc. | 2,531 | $140.0K | 0.10% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,556 | $141.7K | 0.00% | +49+2.0% | Added |
| Ellis Investment Partners, LLC | 2,630 | $145.0K | 0.04% | +12+0.5% | Added |
| Wealth Quarterback LLC | 2,673 | $149.0K | 0.09% | +2,673 | New |
| Phoenix Wealth Advisors | 2,935 | $160.0K | 0.12% | +83+2.9% | Added |
| First Horizon Corp | 3,002 | $166.0K | 0.01% | +185+6.6% | Added |
| Proffitt & Goodson Inc | 3,005 | $167.0K | 0.03% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3,000 | $167.0K | 0.28% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $174.0K | 0.19% | – | New |
| Berman Capital Advisors, LLC | 3,214 | $178.0K | 0.03% | +633+24.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 3,287 | $182.0K | 0.06% | +160+5.1% | Added |
| MV Capital Management, Inc. | 3,314 | $184.0K | 0.03% | +1,278+62.8% | Added |
| NEXT Financial Group, Inc | 3,352 | $186.0K | 0.01% | −336−9.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,470 | $193.0K | 0.03% | +3,470 | New |
| Creative Financial Designs Inc | 3,511 | $195.0K | 0.03% | +126+3.7% | Added |
| Chicago Capital, LLC | 3,600 | $200.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 3,609 | $200.0K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,614 | $201.0K | 0.09% | −1,950−35.0% | Reduced |
| Patron Partners Advisors, LLC | 3,635 | $201.0K | 0.15% | −822−18.4% | Reduced |
| First United Bank Trust | 3,622 | $201.0K | 0.08% | −382−9.5% | Reduced |
| TrueWealth Advisors, LLC | 3,624 | $201.0K | 0.12% | +3,624 | New |
| Kendall Capital Management | 3,641 | $202.0K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 3,733 | $203.0K | 0.06% | −613−14.1% | Reduced |
| Crescent Capital Consulting, LLC | 3,668 | $203.0K | 0.04% | −190−4.9% | Reduced |
| Lyell Wealth Management, LP | 3,661 | $203.0K | 0.03% | +177+5.1% | Added |
| Bollard Group LLC | 3,695 | $205.0K | 0.01% | +27+0.7% | Added |
| Adviser Investments LLC | 3,735 | $207.0K | 0.02% | +3,735 | New |
| Kovack Advisors, Inc. | 3,725 | $207.0K | 0.02% | +3,725 | New |
| Wellington Shields & Co., LLC | 3,755 | $208.0K | 0.07% | 00.0% | Unchanged |
| First Mercantile Trust Co | 3,780 | $210.0K | 0.02% | +3,780 | New |
| Exchange Traded Concepts, LLC | 3,811 | $212.0K | 0.01% | −39,012−91.1% | Reduced |
| Old Dominion Capital Management Inc | 3,815 | $212.0K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,698 | $212.0K | 0.02% | +3,698 | New |
| Carmichael Hill & Associates, Inc. | 3,842 | $213.0K | 0.12% | −137−3.4% | Reduced |
| Moneywise, Inc. | 3,831 | $213.0K | 0.15% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,850 | $214.0K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3,850 | $214.0K | 0.02% | +3,850 | New |
| Burt Wealth Advisors | 3,871 | $215.0K | 0.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,884 | $216.0K | 0.00% | −295,790−98.7% | Reduced |
| Fermata Advisors, LLC | 3,885 | $216.0K | 0.13% | +3,885 | New |
| D'Orazio & Associates, Inc. | 3,904 | $217.0K | 0.06% | 00.0% | Unchanged |
| MEMBERS Trust Co | 3,918 | $217.0K | 0.01% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 3,938 | $219.0K | 0.12% | +24+0.6% | Added |
| Terril Brothers, Inc. | 3,960 | $220.0K | 0.05% | −453,590−99.1% | Reduced |
| Renasant Bank | 3,997 | $222.0K | 0.17% | −54−1.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,000 | $222.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 4,023 | $223.0K | 0.01% | −734−15.4% | Reduced |
| Fma Advisory Inc | 4,044 | $224.0K | 0.08% | −1,595−28.3% | Reduced |
| Private Capital Group, LLC | 4,035 | $224.0K | 0.05% | +496+14.0% | Added |
| MayTech Global Investments, LLC | 4,036 | $224.0K | 0.05% | +4,036 | New |
| Almanack Investment Partners, LLC. | 4,055 | $225.0K | 0.02% | −965−19.2% | Reduced |