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 |
|---|---|---|---|---|---|
| CWM, LLC | 7,987 | $443.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 8,000 | $444.0K | 0.01% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 8,030 | $446.0K | 0.20% | +145+1.8% | Added |
| Birmingham Capital Management Co Inc | 8,209 | $456.0K | 0.17% | −135−1.6% | Reduced |
| Verus Financial Partners, Inc. | 8,505 | $460.0K | 0.07% | −659−7.2% | Reduced |
| WBH Advisory Inc | 8,417 | $462.0K | 0.07% | +100+1.2% | Added |
| Montecito Bank & Trust | 8,318 | $462.0K | 0.09% | +82+1.0% | Added |
| Cobblestone Capital Advisors LLC | 8,364 | $464.0K | 0.03% | +355+4.4% | Added |
| Allegiant Private Advisors, LLC | 8,387 | $465.0K | 0.08% | −130−1.5% | Reduced |
| Merit Financial Group, LLC | 8,384 | $465.0K | 0.04% | +1,189+16.5% | Added |
| Segall Bryant & Hamill, LLC | 8,429 | $468.0K | 0.00% | −8,286−49.6% | Reduced |
| Echo Street Capital Management LLC | 8,432 | $468.0K | 0.00% | +8,432 | New |
| Kingfisher Capital LLC | 8,459 | $469.0K | 0.12% | +25+0.3% | Added |
| Balentine LLC | 8,441 | $469.0K | 0.02% | +428+5.3% | Added |
| Stevens Capital Management LP | 8,483 | $471.0K | 0.14% | −5,081−37.5% | Reduced |
| Oxford Financial Group Ltd | 8,501 | $472.0K | 0.06% | +8,501 | New |
| Neo Ivy Capital Management | 8,574 | $476.0K | 0.48% | +5,479+177.0% | Added |
| NewSquare Capital LLC | 8,612 | $478.0K | 0.06% | +8,257+2,325.9% | Added |
| Cim Investment Mangement Inc | 8,714 | $484.0K | 0.15% | −46−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 8,735 | $485.0K | 0.09% | −20−0.2% | Reduced |
| American Research & Management Co. | 8,755 | $486.0K | 0.11% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 8,783 | $488.0K | 0.07% | −4,937−36.0% | Reduced |
| Certified Advisory Corp | 8,807 | $489.0K | 0.12% | −448−4.8% | Reduced |
| Boston Private Wealth LLC | 8,813 | $489.0K | 0.01% | +104+1.2% | Added |
| Chase Investment Counsel Corp | 8,812 | $489.0K | 0.20% | +8,812 | New |
| Peoples Bank | 8,823 | $490.0K | 0.26% | +1,859+26.7% | Added |
| HighPoint Advisor Group LLC | 8,870 | $492.0K | 0.05% | +2,548+40.3% | Added |
| Koshinski Asset Management, Inc. | 8,891 | $493.0K | 0.06% | −180−2.0% | Reduced |
| Main Street Financial Solutions, LLC | 8,885 | $493.0K | 0.08% | +15+0.2% | Added |
| NorthRock Partners, LLC | 8,895 | $494.0K | 0.04% | +500+6.0% | Added |
| Ambassador Advisors, LLC | 8,943 | $496.0K | 0.10% | −372−4.0% | Reduced |
| SevenBridge Financial Group, LLC | 8,979 | $498.0K | 0.16% | +347+4.0% | Added |
| Sawtooth Solutions, LLC | 8,964 | $498.0K | 0.10% | +2,667+42.4% | Added |
| Gsa Capital Partners LLP | 8,975 | $498.0K | 0.06% | +8,975 | New |
| Claybrook Capital, LLC | 8,979 | $498.0K | 0.16% | +8,979 | New |
| Live Oak Private Wealth LLC | 8,995 | $499.0K | 0.11% | 00.0% | Unchanged |
| Quest Capital Management Inc | 9,139 | $507.0K | 0.10% | −382−4.0% | Reduced |
| Andesa Financial Management Inc. | 9,162 | $509.0K | 0.15% | +380+4.3% | Added |
| CAPROCK Group, Inc. | 9,170 | $509.0K | 0.05% | +685+8.1% | Added |
| Altus Wealth Group LLC | 9,201 | $511.0K | 0.50% | +27+0.3% | Added |
| Personal Capital Advisors Corp | 9,342 | $518.0K | 0.00% | −26−0.3% | Reduced |
| Ieq Capital, LLC | 9,335 | $518.0K | 0.02% | +1,926+26.0% | Added |
| Cozad Asset Management Inc | 9,355 | $519.0K | 0.08% | −500−5.1% | Reduced |
| Avidian Wealth Solutions, LLC | 9,343 | $519.0K | 0.04% | +563+6.4% | Added |
| American National Registered Investment Advisor, Inc. | 9,384 | $521.0K | 0.19% | −68−0.7% | Reduced |
| Fiducient Advisors LLC | 9,409 | $522.0K | 0.16% | −160−1.7% | Reduced |
| Sargent Bickham Lagudis LLC | 9,401 | $522.0K | 0.04% | +2,635+38.9% | Added |
| 180 Wealth Advisors, LLC | 9,080 | $526.0K | 0.12% | +401+4.6% | Added |
| BDO Wealth Advisors, LLC | 9,474 | $526.0K | 0.06% | +676+7.7% | Added |
| Day & Ennis, LLC | 9,507 | $528.0K | 0.18% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 9,564 | $531.0K | 0.01% | −593−5.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 9,618 | $534.0K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 9,676 | $537.0K | 0.07% | +30.0% | Added |
| Lake Street Advisors Group, LLC | 9,201 | $538.0K | 0.04% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,744 | $541.0K | 0.01% | +9,744 | New |
| Jackson Square Capital, LLC | 9,770 | $542.0K | 0.17% | +664+7.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,868 | $547.7K | 0.00% | +9,868 | New |
| Mitchell McLeod Pugh & Williams Inc | 9,902 | $550.0K | 0.21% | +1,971+24.9% | Added |
| Cary Street Partner Investment Advisory LLC | 9,975 | $554.0K | 0.18% | −3,043−23.4% | Reduced |
| American Assets Inc | 10,000 | $555.0K | 0.16% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 10,077 | $559.0K | 0.01% | −401−3.8% | Reduced |
| Collective Family Office LLC | 10,150 | $563.0K | 0.24% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10,145 | $563.0K | 0.15% | +406+4.2% | Added |
| Valeo Financial Advisors, LLC | 10,193 | $566.0K | 0.04% | +2,036+25.0% | Added |
| ETF Managers Group, LLC | 10,251 | $567.0K | 0.01% | −751−6.8% | Reduced |
| Nicolet Bankshares Inc | 10,263 | $570.0K | 0.15% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 10,312 | $572.0K | 0.05% | −41−0.4% | Reduced |
| 1st Source Bank | 10,305 | $572.0K | 0.04% | +4,190+68.5% | Added |
| First Commonwealth Financial Corp | 10,322 | $573.0K | 0.20% | +630+6.5% | Added |
| Seeyond | 10,379 | $576.0K | 0.05% | −208−2.0% | Reduced |
| Radnor Capital Management, LLC | 10,394 | $577.0K | 0.19% | +175+1.7% | Added |
| WealthTrust Axiom LLC | 10,421 | $578.0K | 0.19% | +159+1.5% | Added |
| V Wealth Advisors LLC | 10,409 | $578.0K | 0.09% | +935+9.9% | Added |
| Checchi Capital Advisers, LLC | 10,455 | $580.0K | 0.07% | −77−0.7% | Reduced |
| Covenant Asset Management, LLC | 10,470 | $581.0K | 0.17% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 10,510 | $583.0K | 0.07% | +10,510 | New |
| Virtue Capital Management, LLC | 10,521 | $584.0K | 0.12% | −11−0.1% | Reduced |
| Eads & Heald Wealth Management | 10,516 | $584.0K | 0.28% | +850+8.8% | Added |
| Altium Wealth Management LLC | 10,564 | $586.0K | 0.04% | +555+5.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,596 | $588.0K | 0.00% | +41+0.4% | Added |
| IFP Advisors, Inc | 10,579 | $589.0K | 0.01% | −2,409−18.5% | Reduced |
| PNC Managed Account Solutions, Inc. | 10,621 | $589.0K | 0.12% | +10,621 | New |
| Tokio Marine Asset Management Co Ltd | 10,701 | $594.0K | 0.05% | +1,224+12.9% | Added |
| Altavista Wealth Management, Inc. | 10,721 | $595.0K | 0.13% | 00.0% | Unchanged |
| JustInvest LLC | 10,770 | $598.0K | 0.06% | +1,519+16.4% | Added |
| Barings LLC | 10,795 | $599.0K | 0.01% | −9,648−47.2% | Reduced |
| Hilltop Holdings Inc. | 10,784 | $599.0K | 0.07% | +1,421+15.2% | Added |
| CSM Advisors, LLC | 10,791 | $599.0K | 0.04% | +10,791 | New |
| NSI Retail Advisors, LLC | 10,791 | $599.0K | 0.09% | +10,791 | New |
| AAFMAA Wealth Management & Trust LLC | 10,832 | $601.0K | 0.28% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,851 | $602.0K | 0.02% | +489+4.7% | Added |
| Coastal Investment Advisors, Inc. | 10,864 | $603.0K | 0.14% | +19+0.2% | Added |
| Colonial River Wealth Management, LLC | 10,928 | $607.0K | 0.43% | −59−0.5% | Reduced |
| Symmetry Partners, LLC | 10,958 | $608.0K | 0.04% | −1,294−10.6% | Reduced |
| Evermay Wealth Management LLC | 11,044 | $613.0K | 0.11% | +5,320+92.9% | Added |
| Ballentine Partners, LLC | 11,066 | $614.0K | 0.02% | +69+0.6% | Added |
| Agf Investments Inc. | 11,074 | $615.0K | 0.00% | −288−2.5% | Reduced |
| Marietta Wealth Management, LLC | 11,094 | $616.0K | 0.14% | 00.0% | Unchanged |
| Parthenon LLC | 11,112 | $617.0K | 0.09% | 00.0% | Unchanged |
| Shayne & Co., LLC | 11,184 | $621.0K | 0.35% | 00.0% | Unchanged |