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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 4,074 | $226.0K | 0.02% | +253+6.6% | Added |
| Berkshire Asset Management LLC | 4,098 | $227.0K | 0.02% | −432−9.5% | Reduced |
| Mercer Capital Advisers, Inc. | 4,098 | $227.0K | 0.11% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,108 | $228.0K | 0.05% | −343−7.7% | Reduced |
| Wedgewood Investors Inc | 4,147 | $230.0K | 0.29% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 4,163 | $231.0K | 0.02% | +77+1.9% | Added |
| Capital Management Corp | 4,200 | $233.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,214 | $234.0K | 0.02% | +937+28.6% | Added |
| NovaPoint Capital, LLC | 4,237 | $235.0K | 0.10% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,237 | $235.0K | 0.01% | +202+5.0% | Added |
| Guild Investment Management, Inc. | 4,248 | $236.0K | 0.23% | 00.0% | Unchanged |
| Atwater Malick LLC | 4,274 | $237.0K | 0.13% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 4,291 | $238.0K | 0.13% | 00.0% | Unchanged |
| Engine No. 1 LLC | 4,297 | $238.0K | 0.07% | +4,297 | New |
| Norris Perne & French LLP | 4,300 | $239.0K | 0.02% | −357−7.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,311 | $239.0K | 0.02% | +855+24.7% | Added |
| Rock Point Advisors, LLC | 4,350 | $241.0K | 0.07% | −250−5.4% | Reduced |
| Capital Investment Services of America, Inc. | 4,377 | $243.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,376 | $243.0K | 0.07% | +4,376 | New |
| Intercontinental Wealth Advisors, LLC | 4,395 | $244.0K | 0.05% | +14+0.3% | Added |
| Capital Planning Advisors, LLC | 4,410 | $245.0K | 0.05% | +4,410 | New |
| Raffa Wealth Management, LLC | 4,416 | $245.1K | 0.08% | +519+13.3% | Added |
| Strategic Wealth Designers | 4,458 | $247.0K | 0.09% | +194+4.5% | Added |
| Stillwater Investment Management, LLC | 4,469 | $248.0K | 0.07% | +32+0.7% | Added |
| Bristlecone Advisors, LLC | 4,466 | $248.0K | 0.03% | +75+1.7% | Added |
| Klingman & Associates, LLC | 4,499 | $250.0K | 0.02% | −1,786−28.4% | Reduced |
| LS Investment Advisors, LLC | 4,527 | $251.0K | 0.03% | −34,302−88.3% | Reduced |
| Summit Financial Group Inc | 4,549 | $252.0K | 0.09% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,538 | $252.0K | 0.04% | +345+8.2% | Added |
| Girard Partners Ltd. | 4,590 | $254.0K | 0.03% | −1,760−27.7% | Reduced |
| Prio Wealth Limited Partnership | 4,583 | $254.0K | 0.01% | −855−15.7% | Reduced |
| Hayden Royal, LLC | 4,569 | $254.0K | 0.14% | −395−8.0% | Reduced |
| ARS Wealth Advisors, LLC | 4,570 | $254.0K | 0.05% | +26+0.6% | Added |
| Ropes Wealth Advisors LLC | 4,574 | $254.0K | 0.04% | +4,574 | New |
| KB Financial Partners, LLC | 4,602 | $255.0K | 0.10% | −1,144−19.9% | Reduced |
| Aevitas Wealth Management, Inc. | 4,586 | $255.0K | 0.16% | +14+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 4,610 | $256.0K | 0.00% | +46+1.0% | Added |
| Lindbrook Capital, LLC | 4,613 | $256.0K | 0.06% | +101+2.2% | Added |
| Henshaw Capital LLC | 4,616 | $256.2K | 0.02% | −989−17.6% | Reduced |
| XML Financial, LLC | 4,637 | $257.0K | 0.06% | +16+0.3% | Added |
| Community Bank & Trust, Waco, Texas | 4,630 | $257.0K | 0.08% | +230+5.2% | Added |
| Ashton Thomas Private Wealth, LLC | 4,651 | $258.1K | 0.04% | +4+0.1% | Added |
| Home Federal Bank of Tennessee | 4,661 | $259.0K | 0.09% | −2,201−32.1% | Reduced |
| Manchester Financial Inc | 4,745 | $263.0K | 0.10% | 00.0% | Unchanged |
| Excalibur Management Corp | 4,763 | $264.0K | 0.12% | +170+3.7% | Added |
| Tocqueville Asset Management L.P. | 4,783 | $265.0K | 0.00% | −511−9.7% | Reduced |
| Tiemann Investment Advisors, LLC | 4,799 | $266.0K | 0.12% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 4,798 | $266.0K | 0.08% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,806 | $267.0K | 0.02% | +540+12.7% | Added |
| CVA Family Office, LLC | 4,805 | $267.0K | 0.08% | +2,956+159.9% | Added |
| Grove Bank & Trust | 4,833 | $268.0K | 0.06% | +398+9.0% | Added |
| Quantamental Technologies LLC | 4,825 | $268.0K | 0.24% | +4,825 | New |
| Evergreen Capital Management LLC | 4,893 | $272.0K | 0.01% | +10.0% | Added |
| J. L. Bainbridge & Co., Inc. | 4,923 | $273.0K | 0.03% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 4,943 | $274.0K | 0.21% | 00.0% | Unchanged |
| HC Advisors, LLC | 4,957 | $275.0K | 0.17% | +20.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,951 | $275.0K | 0.05% | +992+25.1% | Added |
| Stewardship Advisors, LLC | 5,009 | $278.0K | 0.10% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,055 | $281.0K | 0.08% | +1,083+27.3% | Added |
| Procyon Private Wealth Partners, LLC | 5,057 | $281.0K | 0.08% | +5,057 | New |
| Sutton Wealth Advisors Inc. | 5,065 | $281.1K | 0.10% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 5,093 | $283.0K | 0.07% | −5,960−53.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 5,093 | $283.0K | 0.07% | 00.0% | Unchanged |
| Maven Securities LTD | 5,119 | $284.0K | 0.03% | +5,119 | New |
| Boothbay Fund Management, LLC | 5,158 | $286.0K | 0.01% | +5,158 | New |
| Ameritas Investment Company, LLC | 4,118 | $287.0K | 0.01% | −2,744−40.0% | Reduced |
| StoneX Group Inc. | 5,168 | $287.0K | 0.04% | +621+13.7% | Added |
| ProVise Management Group, LLC | 5,198 | $288.0K | 0.03% | −77−1.5% | Reduced |
| EPG Wealth Management LLC | 5,190 | $288.0K | 0.12% | +1,072+26.0% | Added |
| Oakworth Capital, Inc. | 5,297 | $294.0K | 0.03% | +162+3.2% | Added |
| Kore Private Wealth LLC | 5,322 | $295.0K | 0.03% | +499+10.3% | Added |
| Flagship Harbor Advisors, LLC | 5,342 | $296.0K | 0.03% | −4−0.1% | Reduced |
| Valmark Advisers, Inc. | 5,357 | $297.0K | 0.01% | −219−3.9% | Reduced |
| White Pine Capital LLC | 5,450 | $297.0K | 0.09% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 5,358 | $297.0K | 0.11% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 5,368 | $298.0K | 0.03% | −612−10.2% | Reduced |
| Alliance Wealth Advisors, LLC | 5,401 | $300.0K | 0.27% | 00.0% | Unchanged |
| qPULA Trading Management LP | 5,400 | $300.0K | 0.54% | +5,400 | New |
| BBR Partners, LLC | 5,422 | $301.0K | 0.02% | −167−3.0% | Reduced |
| Aviance Capital Partners, LLC | 5,478 | $304.0K | 0.05% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 5,501 | $305.0K | 0.19% | +50+0.9% | Added |
| Patriot Investment Management Inc. | 5,512 | $305.0K | 0.03% | +201+3.8% | Added |
| Intrua Financial, LLC | 5,211 | $307.0K | 0.07% | +1,300+33.2% | Added |
| Hartford Financial Management Inc. | 5,549 | $308.0K | 0.08% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 5,602 | $311.0K | 0.01% | −12,430−68.9% | Reduced |
| Insight Advisors, LLC | 5,751 | $311.0K | 0.10% | −60−1.0% | Reduced |
| Woodward Diversified Capital, LLC | 5,623 | $312.0K | 0.18% | +633+12.7% | Added |
| Townsend Asset Management Corp | 5,647 | $313.0K | 0.17% | −360−6.0% | Reduced |
| Putnam Investments LLC | 5,684 | $314.0K | 0.00% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 5,659 | $314.0K | 0.50% | +62+1.1% | Added |
| Toth Financial Advisory Corp | 5,687 | $316.0K | 0.05% | +10.0% | Added |
| Meridian Financial Partners LLC | 5,838 | $316.0K | 0.22% | −43−0.7% | Reduced |
| IFG Advisory, LLC | 5,725 | $317.0K | 0.04% | −4,644−44.8% | Reduced |
| TrinityPoint Wealth, LLC | 5,714 | $317.0K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 5,784 | $321.0K | 0.34% | −123−2.1% | Reduced |
| Hudock, Inc. | 5,799 | $321.0K | 0.10% | +2,457+73.5% | Added |
| Edgemoor Investment Advisors, Inc. | 5,797 | $322.0K | 0.03% | −31−0.5% | Reduced |
| Meyer Handelman Co | 5,800 | $322.0K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,823 | $323.0K | 0.00% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 5,844 | $324.0K | 0.12% | 00.0% | Unchanged |