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 |
|---|---|---|---|---|---|
| Strategic Wealth Management Group, LLC | 5,913 | $328.0K | 0.12% | −371−5.9% | Reduced |
| Centaurus Financial, Inc. | 5,907 | $328.0K | 0.03% | +566+10.6% | Added |
| Point72 Hong Kong Ltd | 5,930 | $329.0K | 0.02% | −7,012−54.2% | Reduced |
| Holistic Financial Partners | 5,925 | $329.0K | 0.20% | +896+17.8% | Added |
| Tandem Capital Management Corp | 5,941 | $330.0K | 0.21% | +502+9.2% | Added |
| Veracity Capital LLC | 5,959 | $331.0K | 0.08% | +12+0.2% | Added |
| Fortress Wealth Group, LLC | 6,047 | $336.0K | 0.30% | +6,047 | New |
| HHM Wealth Advisors, LLC | 6,109 | $339.0K | 0.09% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,100 | $339.0K | 0.57% | +6,100 | New |
| Independent Investors Inc | 6,157 | $342.0K | 0.08% | +400+6.9% | Added |
| ARGI Investment Services, LLC | 6,183 | $343.0K | 0.01% | −53,153−89.6% | Reduced |
| Paragon Capital Management LLC | 6,198 | $344.0K | 0.17% | +108+1.8% | Added |
| AdvisorNet Financial, Inc | 6,205 | $344.0K | 0.02% | +304+5.2% | Added |
| Annapolis Financial Services, LLC | 6,215 | $345.0K | 0.12% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 6,243 | $346.0K | 0.14% | −1,440−18.7% | Reduced |
| Hollencrest Capital Management | 6,245 | $347.0K | 0.03% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 6,277 | $348.0K | 0.19% | −84−1.3% | Reduced |
| Mid Atlantic Financial Management Inc | 6,314 | $350.0K | 0.02% | −362−5.4% | Reduced |
| Emfo, LLC | 6,315 | $350.0K | 0.31% | +6,315 | New |
| Nwam LLC | 6,330 | $351.0K | 0.03% | −20−0.3% | Reduced |
| Contravisory Investment Management, Inc. | 6,332 | $351.0K | 0.10% | +110+1.8% | Added |
| Connors Investor Services Inc | 6,320 | $351.0K | 0.04% | +6,320 | New |
| Arkadios Wealth Advisors | 6,371 | $353.0K | 0.04% | +3,191+100.3% | Added |
| AlphaMark Advisors, LLC | 6,393 | $355.0K | 0.13% | −213−3.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,421 | $355.0K | 0.04% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 6,391 | $355.0K | 0.09% | 00.0% | Unchanged |
| Family Legacy, Inc. | 6,561 | $356.0K | 0.16% | −8−0.1% | Reduced |
| Meristem Family Wealth, LLC | 8,627 | $359.0K | 0.06% | +2,536+41.6% | Added |
| Keebeck Alpha, LP | 6,513 | $361.0K | 0.13% | −139−2.1% | Reduced |
| Parkside Financial Bank & Trust | 6,489 | $361.0K | 0.10% | −32−0.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,500 | $361.0K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,524 | $362.0K | 0.04% | −1,735−21.0% | Reduced |
| Boyd Watterson Asset Management LLC | 6,514 | $362.0K | 0.15% | +311+5.0% | Added |
| Fisher Asset Management, LLC | 6,547 | $363.0K | 0.00% | +969+17.4% | Added |
| Berkeley Capital Partners, LLC | 6,569 | $365.0K | 0.16% | −365−5.3% | Reduced |
| Papp L Roy & Associates | 6,585 | $365.0K | 0.05% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 6,574 | $365.0K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 6,594 | $366.0K | 0.20% | +713+12.1% | Added |
| Absher Wealth Management, LLC | 6,606 | $367.0K | 0.07% | −745−10.1% | Reduced |
| Global Strategic Investment Solutions, LLC | 6,689 | $371.0K | 0.06% | +49+0.7% | Added |
| FineMark National Bank & Trust | 6,695 | $372.0K | 0.02% | −89−1.3% | Reduced |
| Graypoint LLC | 6,708 | $372.0K | 0.05% | +357+5.6% | Added |
| Glen Eagle Advisors, LLC | 6,713 | $372.6K | 0.12% | +1,355+25.3% | Added |
| Sigma Planning Corp | 6,757 | $375.0K | 0.01% | −277−3.9% | Reduced |
| Aua Capital Management, LLC | 6,835 | $379.0K | 0.23% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,832 | $379.0K | 0.06% | +162+2.4% | Added |
| Stony Point Wealth Management Inc. | 6,853 | $380.0K | 0.25% | +270+4.1% | Added |
| Smithfield Trust Co | 6,871 | $381.0K | 0.03% | +51+0.7% | Added |
| CIBC World Markets Inc. | 6,994 | $388.0K | 0.00% | −445−6.0% | Reduced |
| Guyasuta Investment Advisors Inc | 7,004 | $389.0K | 0.03% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 7,127 | $390.0K | 0.27% | −7,127−50.0% | Reduced |
| Quadrant Capital Group LLC | 7,047 | $391.0K | 0.06% | +408+6.1% | Added |
| First Command Bank | 7,059 | $391.0K | 0.04% | +1,133+19.1% | Added |
| First Command Financial Services, Inc. | 7,059 | $391.0K | 0.04% | +1,133+19.1% | Added |
| Successful Portfolios LLC | 7,071 | $392.0K | 0.24% | −25−0.4% | Reduced |
| Abacus Planning Group, Inc. | 7,078 | $393.0K | 0.12% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,085 | $393.0K | 0.02% | +7,085 | New |
| Select Asset Management & Trust | 7,097 | $394.0K | 0.22% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,103 | $394.0K | 0.10% | −20.0% | Reduced |
| New Jersey Better Educational Savings Trust | 7,122 | $395.0K | 0.79% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 7,143 | $396.4K | 0.18% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 7,155 | $397.0K | 0.11% | +1,849+34.8% | Added |
| Naples Global Advisors, LLC | 7,193 | $399.0K | 0.06% | +10+0.1% | Added |
| Wellington Shields Capital Management, LLC | 7,250 | $402.0K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 7,269 | $403.0K | 0.04% | −271−3.6% | Reduced |
| Resource Planning Group | 7,295 | $405.0K | 0.23% | 00.0% | Unchanged |
| Doyle Wealth Management | 7,302 | $405.0K | 0.03% | +12+0.2% | Added |
| Augustine Asset Management Inc | 7,317 | $406.0K | 0.21% | −3,676−33.4% | Reduced |
| HBK Sorce Advisory LLC | 7,311 | $406.0K | 0.02% | +12+0.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 7,323 | $406.0K | 0.31% | +28+0.4% | Added |
| Western Wealth Management, LLC | 7,352 | $409.0K | 0.04% | +7,352 | New |
| Signature Estate & Investment Advisors LLC | 7,381 | $410.0K | 0.02% | −26−0.4% | Reduced |
| Southeast Asset Advisors Inc. | 7,407 | $411.0K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7,413 | $411.0K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 7,484 | $415.0K | 0.07% | +425+6.0% | Added |
| Lake Street Financial LLC | 7,367 | $415.0K | 0.11% | +2,279+44.8% | Added |
| Fieldpoint Private Securities, LLC | 7,236 | $419.0K | 0.09% | −140−1.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,577 | $421.0K | 0.27% | +1,307+20.8% | Added |
| Gemmer Asset Management LLC | 7,591 | $421.0K | 0.06% | +6,720+771.5% | Added |
| Sound View Wealth Advisors Group, LLC | 7,596 | $422.0K | 0.09% | +352+4.9% | Added |
| Penobscot Investment Management Company, Inc. | 7,610 | $423.0K | 0.06% | −1,400−15.5% | Reduced |
| ACG Wealth | 7,658 | $425.0K | 0.05% | −385−4.8% | Reduced |
| Systematic Financial Management LP | 7,659 | $425.0K | 0.01% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 7,670 | $426.0K | 0.04% | +334+4.6% | Added |
| BT Wealth Management LLC | 7,678 | $426.0K | 0.13% | +337+4.6% | Added |
| Truadvice, LLC | 7,767 | $427.0K | 0.09% | −192−2.4% | Reduced |
| Belpointe Asset Management LLC | 7,708 | $428.0K | 0.03% | +3,416+79.6% | Added |
| Curbstone Financial Management Corp | 7,738 | $429.0K | 0.08% | −468−5.7% | Reduced |
| Davis R M Inc | 7,792 | $432.0K | 0.01% | −1,579−16.8% | Reduced |
| Assetmark, Inc | 7,790 | $432.0K | 0.00% | +1,042+15.4% | Added |
| Wagner Wealth Management, LLC | 7,803 | $433.0K | 0.31% | +739+10.5% | Added |
| First Bank & Trust | 7,809 | $433.0K | 0.21% | +1,322+20.4% | Added |
| Coldstream Capital Management Inc | 7,822 | $434.0K | 0.02% | +503+6.9% | Added |
| Great Lakes Advisors, LLC | 7,879 | $437.0K | 0.01% | +449+6.0% | Added |
| Benin Management CORP | 7,908 | $439.0K | 0.14% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 7,907 | $439.0K | 0.11% | +7,907 | New |
| First Manhattan Co | 7,934 | $440.0K | 0.00% | −11,258−58.7% | Reduced |
| Vident Investment Advisory, LLC | 7,923 | $440.0K | 0.01% | +900+12.8% | Added |
| Xcel Wealth Management, LLC | 7,968 | $442.0K | 0.13% | −1,000−11.2% | Reduced |
| Good Life Advisors, LLC | 7,971 | $442.0K | 0.08% | +435+5.8% | Added |