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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 16,753 | $929.0K | 0.06% | −9,648−36.5% | Reduced |
| Shepherd Financial Partners LLC | 16,918 | $939.0K | 0.18% | +792+4.9% | Added |
| IHT Wealth Management, LLC | 16,930 | $940.0K | 0.06% | −1,566−8.5% | Reduced |
| Gabelli Funds LLC | 17,000 | $944.0K | 0.01% | −2,000−10.5% | Reduced |
| Patton Albertson Miller Group, LLC | 17,023 | $945.0K | 0.22% | −3,554−17.3% | Reduced |
| Arvest Bank Trust Division | 17,155 | $952.0K | 0.05% | +2,027+13.4% | Added |
| Nomura Holdings Inc | 17,260 | $958.0K | 0.01% | +11,554+202.5% | Added |
| Argent Advisors, Inc. | 17,298 | $960.0K | 0.58% | +1,731+11.1% | Added |
| BHK Investment Advisors, LLC | 17,306 | $960.0K | 0.39% | −1,286−6.9% | Reduced |
| Wealthspire Advisors, LLC | 17,442 | $968.0K | 0.03% | −20,240−53.7% | Reduced |
| Toroso Investments, LLC | 17,451 | $969.0K | 0.04% | +10,990+170.1% | Added |
| Texas Yale Capital Corp. | 17,475 | $970.0K | 0.06% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 17,515 | $972.0K | 0.15% | −101−0.6% | Reduced |
| Fiduciary Group LLC | 18,010 | $983.0K | 0.11% | +863+5.0% | Added |
| Douglass Winthrop Advisors, LLC | 17,748 | $985.0K | 0.02% | −2,000−10.1% | Reduced |
| Brookstone Capital Management | 18,015 | $986.0K | 0.02% | +11,243+166.0% | Added |
| Marcum Wealth, LLC | 17,779 | $987.0K | 0.16% | −181−1.0% | Reduced |
| SeaBridge Investment Advisors LLC | 17,825 | $989.0K | 0.32% | +14+0.1% | Added |
| Investment Management of Virginia LLC | 17,828 | $989.0K | 0.19% | +1,037+6.2% | Added |
| Greenwood Capital Associates LLC | 17,908 | $994.0K | 0.15% | +4,022+29.0% | Added |
| Cetera Advisors LLC | 17,929 | $995.0K | 0.02% | +1,557+9.5% | Added |
| Vontobel Holding Ltd. | 17,995 | $995.0K | 0.01% | +4,396+32.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 18,020 | $1.00M | 0.16% | −420−2.3% | Reduced |
| Mutual Advisors, LLC | 18,075 | $1.00M | 0.06% | +2,644+17.1% | Added |
| Achmea Investment Management B.V. | 18,142 | $1.01M | 0.03% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,155 | $1.01M | 0.49% | −6,301−25.8% | Reduced |
| Resources Investment Advisors, LLC. | 18,217 | $1.01M | 0.04% | +6,105+50.4% | Added |
| Harbour Investments, Inc. | 18,309 | $1.02M | 0.03% | +23+0.1% | Added |
| We Are One Seven, LLC | 18,393 | $1.02M | 0.14% | −30−0.2% | Reduced |
| Paradigm Asset Management Co LLC | 18,500 | $1.03M | 0.26% | 00.0% | Unchanged |
| CSS LLC | 18,618 | $1.03M | 0.05% | −3,000−13.9% | Reduced |
| Compton Capital Management Inc | 18,613 | $1.03M | 0.30% | −200−1.1% | Reduced |
| Lakeview Capital Partners, LLC | 18,754 | $1.04M | 0.46% | −287−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 18,985 | $1.05M | 0.04% | −268−1.4% | Reduced |
| Mason Investment Advisory Services, Inc. | 19,086 | $1.06M | 0.11% | −12,492−39.6% | Reduced |
| Colony Group LLC | 19,141 | $1.06M | 0.02% | −878−4.4% | Reduced |
| Legacy Financial Advisors, Inc. | 19,132 | $1.06M | 0.27% | −588−3.0% | Reduced |
| Sheets Smith Wealth Management | 19,287 | $1.07M | 0.14% | +794+4.3% | Added |
| Bank Ozk | 19,533 | $1.08M | 0.48% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 19,529 | $1.08M | 0.06% | +11,415+140.7% | Added |
| West Paces Advisors Inc. | 19,576 | $1.09M | 0.40% | −2,264−10.4% | Reduced |
| Clearstead Advisors, LLC | 19,946 | $1.11M | 0.09% | −28−0.1% | Reduced |
| Taylor Hoffman Wealth Management | 20,054 | $1.11M | 0.48% | +1,159+6.1% | Added |
| Ballast, Inc. | 20,195 | $1.12M | 0.47% | +3,235+19.1% | Added |
| Boston Trust Walden Corp | 20,348 | $1.13M | 0.01% | 00.0% | Unchanged |
| Bessemer Securities LLC | 20,378 | $1.13M | 0.44% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 20,716 | $1.15M | 0.96% | +844+4.2% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 20,743 | $1.15M | 0.20% | +20,743 | New |
| Wealth Alliance | 20,770 | $1.15M | 0.27% | −742−3.4% | Reduced |
| Intrust Bank NA | 20,792 | $1.15M | 0.16% | −950−4.4% | Reduced |
| Lincoln National Corp | 20,827 | $1.16M | 0.02% | +2,186+11.7% | Added |
| Selective Wealth Management, Inc. | 20,839 | $1.16M | 0.92% | −94−0.4% | Reduced |
| Atlas Capital Advisors LLC | 20,871 | $1.16M | 0.19% | −188−0.9% | Reduced |
| Hills Bank & Trust Co | 20,903 | $1.16M | 0.18% | +1,079+5.4% | Added |
| Simmons Bank | 21,545 | $1.20M | 0.09% | +1,307+6.5% | Added |
| DuPont Capital Management Corp | 21,583 | $1.20M | 0.03% | +554+2.6% | Added |
| Unified Trust Company, N.A. | 21,717 | $1.21M | 0.36% | 00.0% | Unchanged |
| Comerica Securities,inc. | 21,878 | $1.21M | 0.09% | +674+3.2% | Added |
| QS Investors, LLC | 21,870 | $1.21M | 0.01% | +1,537+7.6% | Added |
| Pitcairn Co | 21,881 | $1.22M | 0.08% | −357−1.6% | Reduced |
| BCS Wealth Management | 21,961 | $1.22M | 0.65% | −215−1.0% | Reduced |
| Boenning & Scattergood, Inc. | 21,997 | $1.22M | 0.21% | +10,212+86.7% | Added |
| IndexIQ Advisors LLC | 22,095 | $1.23M | 0.04% | +589+2.7% | Added |
| Searle & Co. | 22,100 | $1.23M | 0.50% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 22,214 | $1.23M | 0.16% | +1,256+6.0% | Added |
| First Hawaiian Bank | 22,236 | $1.23M | 0.05% | −5,119−18.7% | Reduced |
| Magnetar Financial LLC | 22,239 | $1.23M | 0.01% | +22,239 | New |
| Benjamin F. Edwards & Company, Inc. | 22,275 | $1.24M | 0.06% | −176−0.8% | Reduced |
| Woodmont Investment Counsel LLC | 22,309 | $1.24M | 0.19% | −6,246−21.9% | Reduced |
| Atticus Wealth Management, LLC | 22,450 | $1.25M | 0.54% | −20−0.1% | Reduced |
| Wetherby Asset Management Inc | 22,472 | $1.25M | 0.08% | +798+3.7% | Added |
| Copeland Capital Management, LLC | 22,504 | $1.25M | 0.04% | −344−1.5% | Reduced |
| Prelude Capital Management, LLC | 22,508 | $1.25M | 0.07% | +22,508 | New |
| Laurion Capital Management LP | 22,534 | $1.25M | 0.02% | −355,717−94.0% | Reduced |
| Vestcor Inc | 22,603 | $1.25M | 0.04% | −2,493−9.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,592 | $1.25M | 0.07% | +2,700+13.6% | Added |
| Capital City Trust Co | 22,663 | $1.26M | 0.38% | −6,575−22.5% | Reduced |
| Princeton Global Asset Management LLC | 22,728 | $1.26M | 0.38% | +1,090+5.0% | Added |
| Dynamic Technology Lab Private Ltd | 22,776 | $1.26M | 0.13% | −12,500−35.4% | Reduced |
| Aprio Wealth Management, LLC | 22,798 | $1.26M | 0.60% | +22,798 | New |
| Sheaff Brock Investment Advisors, LLC | 22,817 | $1.27M | 0.12% | 00.0% | Unchanged |
| Homrich & Berg | 23,177 | $1.29M | 0.03% | +2,397+11.5% | Added |
| O'Shaughnessy Asset Management, LLC | 23,356 | $1.30M | 0.03% | +446+1.9% | Added |
| Van Eck Associates Corp | 23,406 | $1.30M | 0.00% | +346+1.5% | Added |
| Stratos Wealth Partners, LTD. | 23,541 | $1.31M | 0.03% | −3,195−12.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 23,934 | $1.33M | 0.21% | −638−2.6% | Reduced |
| Glenview Trust Co | 23,945 | $1.33M | 0.05% | +259+1.1% | Added |
| Global Retirement Partners, LLC | 24,032 | $1.33M | 0.14% | +1,496+6.6% | Added |
| Moors & Cabot, Inc. | 24,135 | $1.34M | 0.09% | −114−0.5% | Reduced |
| Pathstone Family Office, LLC | 24,238 | $1.34M | 0.04% | +1,799+8.0% | Added |
| Fortem Financial Group, LLC | 24,355 | $1.35M | 0.69% | +1,123+4.8% | Added |
| True North Advisors, LLC | 24,478 | $1.36M | 0.28% | +134+0.6% | Added |
| Kestra Private Wealth Services, LLC | 24,550 | $1.36M | 0.08% | −1,001−3.9% | Reduced |
| First Midwest Bank Trust Division | 24,610 | $1.37M | 0.18% | −3,660−12.9% | Reduced |
| Beacon Pointe Advisors, LLC | 24,820 | $1.38M | 0.05% | +15,487+165.9% | Added |
| Stratos Wealth Advisors, LLC | 25,052 | $1.39M | 0.12% | −4,200−14.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 25,074 | $1.39M | 0.47% | +57+0.2% | Added |
| Wealthcare Advisory Partners LLC | 25,120 | $1.39M | 0.09% | −2,487−9.0% | Reduced |
| Capital Asset Advisory Services LLC | 25,555 | $1.42M | 0.16% | +68+0.3% | Added |
| Sandhill Capital Partners LLC | 25,793 | $1.43M | 0.11% | +2,222+9.4% | Added |