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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 11,218 | $623.0K | 0.11% | +11,218 | New |
| MAI Capital Management | 11,236 | $624.0K | 0.01% | −295−2.6% | Reduced |
| Biltmore Family Office, LLC | 11,274 | $626.0K | 0.18% | −2,906−20.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 11,315 | $628.0K | 0.32% | −366−3.1% | Reduced |
| Aspiriant, LLC | 11,367 | $629.0K | 0.04% | +2,601+29.7% | Added |
| Erste Asset Management GmbH | 11,390 | $629.9K | 0.01% | +11,390 | New |
| Norway Savings Bank | 11,359 | $630.0K | 0.31% | +943+9.1% | Added |
| Essex Savings Bank | 10,206 | $630.0K | 0.24% | −18−0.2% | Reduced |
| Proequities, Inc. | 11,423 | $634.0K | 0.04% | +1,273+12.5% | Added |
| Optimal Asset Management, Inc. | 11,439 | $635.0K | 0.08% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 11,401 | $636.0K | 0.09% | +151+1.3% | Added |
| Outlook Wealth Advisors, LLC | 11,463 | $636.0K | 0.20% | +1,421+14.2% | Added |
| Busey Wealth Management | 11,482 | $637.0K | 0.03% | +3,089+36.8% | Added |
| Heron Financial Group, LLC | 11,568 | $642.0K | 0.37% | 00.0% | Unchanged |
| Savant Capital, LLC | 11,562 | $642.0K | 0.03% | +2,694+30.4% | Added |
| Asset Dedication, LLC | 11,625 | $646.0K | 0.10% | +3,515+43.3% | Added |
| Sculati Wealth Management, LLC | 11,659 | $647.0K | 0.34% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 11,738 | $651.0K | 0.00% | −184,720−94.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,796 | $655.0K | 0.02% | +1,220+11.5% | Added |
| Smith Chas P & Associates Pa Cpas | 11,839 | $657.0K | 0.05% | +40.0% | Added |
| Woodard & Co Asset Management Group Inc | 11,994 | $666.0K | 0.40% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 12,040 | $667.0K | 0.14% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 12,024 | $667.0K | 0.28% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12,042 | $668.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 12,042 | $668.3K | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 12,101 | $672.0K | 0.21% | −2,314−16.1% | Reduced |
| Trust Asset Management LLC | 12,154 | $675.0K | 0.09% | +1,390+12.9% | Added |
| Orion Portfolio Solutions, LLC | 12,180 | $676.0K | 0.03% | +915+8.1% | Added |
| Burke & Herbert Bank & Trust Co | 12,325 | $684.0K | 0.44% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12,374 | $686.0K | 0.01% | +1,779+16.8% | Added |
| Cadent Capital Advisors, LLC | 12,361 | $686.0K | 0.29% | +5,257+74.0% | Added |
| Canandaigua National Corp | 12,379 | $687.0K | 0.11% | −84−0.7% | Reduced |
| Exencial Wealth Advisors, LLC | 12,636 | $701.0K | 0.04% | −4,839−27.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,639 | $701.0K | 0.08% | +122+1.0% | Added |
| EP Wealth Advisors, LLC | 12,652 | $702.0K | 0.02% | −2,491−16.4% | Reduced |
| Enterprise Financial Services Corp | 12,672 | $704.0K | 0.11% | −1,426−10.1% | Reduced |
| Sentry Investment Management LLC | 12,738 | $707.0K | 0.18% | +12,670+18,632.4% | Added |
| Sterling Investment Advisors, Ltd. | 12,812 | $711.0K | 0.21% | +22+0.2% | Added |
| Legacy Wealth Management, LLC | 12,905 | $716.2K | 0.40% | −395−3.0% | Reduced |
| Chilton Investment Co LLC | 12,950 | $719.0K | 0.02% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 12,949 | $719.0K | 0.21% | +399+3.2% | Added |
| Court Place Advisors, LLC | 13,020 | $723.0K | 0.21% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 13,070 | $725.0K | 0.11% | +2,900+28.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $728.0K | 0.24% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 13,166 | $731.0K | 0.47% | −160−1.2% | Reduced |
| Gratus Capital LLC | 13,187 | $732.0K | 0.08% | +1,537+13.2% | Added |
| Pettee Investors, Inc. | 13,199 | $733.0K | 0.34% | 00.0% | Unchanged |
| Conning Inc. | 13,291 | $738.0K | 0.02% | −2,514−15.9% | Reduced |
| Greenleaf Trust | 13,309 | $739.0K | 0.01% | +487+3.8% | Added |
| Prospera Financial Services Inc | 13,371 | $743.0K | 0.04% | +436+3.4% | Added |
| Voya Financial Advisors, Inc. | 13,497 | $746.0K | 0.10% | −63,717−82.5% | Reduced |
| Philadelphia Trust Co | 13,477 | $748.0K | 0.05% | −3,075−18.6% | Reduced |
| Carolinas Wealth Consulting LLC | 13,495 | $749.0K | 0.16% | +1,679+14.2% | Added |
| Lido Advisors, LLC | 13,579 | $754.0K | 0.02% | −6,699−33.0% | Reduced |
| Equitable Holdings, Inc. | 13,581 | $754.0K | 0.01% | +2,840+26.4% | Added |
| Wealth Alliance Advisory Group, LLC | 13,607 | $755.0K | 0.37% | −100−0.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,605 | $755.0K | 0.04% | +5,770+73.6% | Added |
| Wedbush Securities Inc | 13,768 | $764.0K | 0.04% | +530+4.0% | Added |
| Northwest Bancshares, Inc. | 13,799 | $766.0K | 0.17% | +60.0% | Added |
| S&CO Inc | 13,894 | $771.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,972 | $775.0K | 0.03% | +910+7.0% | Added |
| Westhampton Capital, LLC | 13,989 | $776.0K | 0.50% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 14,105 | $783.0K | 0.53% | +1,180+9.1% | Added |
| Community Trust & Investment Co | 14,175 | $787.0K | 0.07% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 14,223 | $789.0K | 0.05% | −384−2.6% | Reduced |
| Ergoteles LLC | 14,303 | $794.0K | 0.02% | +14,303 | New |
| Ramiah Investment Group | 14,351 | $796.5K | 0.57% | −59−0.4% | Reduced |
| Fort Sheridan Advisors LLC | 14,389 | $799.0K | 0.27% | +140+1.0% | Added |
| Private Trust Co NA | 14,434 | $801.0K | 0.12% | +526+3.8% | Added |
| New England Asset Management Inc | 14,440 | $801.0K | 0.01% | +12,100+517.1% | Added |
| Cypress Capital Group | 14,575 | $809.0K | 0.11% | −255−1.7% | Reduced |
| Rehmann Capital Advisory Group | 14,588 | $809.6K | 0.08% | −16,515−53.1% | Reduced |
| Dynamic Advisor Solutions LLC | 14,587 | $810.0K | 0.06% | +4,246+41.1% | Added |
| William Blair Investment Management, LLC | 14,631 | $812.0K | 0.00% | +14,631 | New |
| Opus Capital Group, LLC | 14,656 | $813.0K | 0.18% | −1,222−7.7% | Reduced |
| Clarius Group, LLC | 14,877 | $826.0K | 0.07% | +166+1.1% | Added |
| Monte Financial Group, LLC | 14,941 | $829.0K | 0.47% | −65−0.4% | Reduced |
| Cornerstone Management, Inc. | 14,952 | $829.8K | 0.22% | 00.0% | Unchanged |
| Oak Associates, Ltd | 15,127 | $840.0K | 0.05% | −2,533−14.3% | Reduced |
| Galibier Capital Management Ltd. | 15,147 | $841.0K | 0.11% | −248−1.6% | Reduced |
| NVWM, LLC | 15,213 | $844.0K | 0.30% | +348+2.3% | Added |
| Resources Management Corp | 15,200 | $844.0K | 0.12% | +1,061+7.5% | Added |
| FLC Capital Advisors | 15,402 | $855.0K | 0.25% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,458 | $858.0K | 0.48% | −293−1.9% | Reduced |
| Leisure Capital Management | 15,530 | $862.0K | 0.48% | +253+1.7% | Added |
| Modera Wealth Management, LLC | 15,646 | $868.0K | 0.05% | −588−3.6% | Reduced |
| Canal Capital Management, LLC | 15,681 | $870.0K | 0.25% | −831−5.0% | Reduced |
| Adams Chetwood Wealth Management LLC | 15,719 | $872.0K | 0.62% | −2,207−12.3% | Reduced |
| Hancock Whitney Corp | 15,782 | $876.0K | 0.03% | +8,276+110.3% | Added |
| Caldwell Trust Co | 15,969 | $886.3K | 0.12% | +342+2.2% | Added |
| Trustcore Financial Services, LLC | 16,014 | $889.0K | 0.09% | +70.0% | Added |
| Empirical Finance, LLC | 16,066 | $892.0K | 0.15% | +2,336+17.0% | Added |
| Novare Capital Management LLC | 16,093 | $893.0K | 0.10% | +524+3.4% | Added |
| Park Avenue Securities LLC | 16,198 | $899.0K | 0.02% | −1,639−9.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 16,269 | $903.0K | 0.16% | −2,145−11.6% | Reduced |
| Brighton Jones LLC | 16,370 | $909.0K | 0.05% | +119+0.7% | Added |
| Optimum Investment Advisors | 16,427 | $912.0K | 0.28% | −518−3.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 16,522 | $917.0K | 0.01% | +1,885+12.9% | Added |
| Jacobi Capital Management LLC | 16,660 | $925.0K | 0.12% | +306+1.9% | Added |
| Mirova | 16,728 | $928.0K | 0.11% | +585+3.6% | Added |