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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 25,900 | $1.44M | 0.08% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 25,954 | $1.44M | 0.68% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 26,240 | $1.46M | 0.05% | −4,001−13.2% | Reduced |
| Thompson Investment Management, Inc. | 26,268 | $1.46M | 0.21% | 00.0% | Unchanged |
| Investors Research Corp | 26,382 | $1.46M | 0.51% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 26,508 | $1.47M | 0.03% | +2,401+10.0% | Added |
| Central Trust Co | 26,517 | $1.47M | 0.05% | −220−0.8% | Reduced |
| Veriti Management LLC | 26,622 | $1.48M | 0.22% | +4,870+22.4% | Added |
| CNB Bank | 26,655 | $1.48M | 0.92% | +1,895+7.7% | Added |
| Trust Co of Virginia | 26,981 | $1.49M | 0.16% | −574−2.1% | Reduced |
| Cetera Investment Advisers | 27,019 | $1.50M | 0.02% | +3,457+14.7% | Added |
| Wolverine Trading, LLC | 27,156 | $1.50M | 0.04% | −5,746−17.5% | Reduced |
| Investors Asset Management of Georgia Inc | 27,177 | $1.51M | 0.81% | −590−2.1% | Reduced |
| Vectors Research Management, LLC | 27,205 | $1.51M | 0.38% | +23,878+717.7% | Added |
| HNP Capital LLC | 27,205 | $1.51M | 0.40% | +27,205 | New |
| Kinneret Advisory, LLC | 27,230 | $1.51M | 0.18% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 27,359 | $1.52M | 0.79% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 27,368 | $1.52M | 0.08% | +2,625+10.6% | Added |
| American Portfolios Advisors | 27,480 | $1.53M | 0.06% | −1,487−5.1% | Reduced |
| MTM Investment Management, LLC | 27,533 | $1.53M | 0.80% | +1,009+3.8% | Added |
| Siemens Fonds Invest GmbH | 27,881 | $1.55M | 0.18% | +3,396+13.9% | Added |
| National Asset Management, Inc. | 27,686 | $1.55M | 0.05% | +5,226+23.3% | Added |
| United Asset Strategies, Inc. | 28,037 | $1.56M | 0.21% | +1,068+4.0% | Added |
| Banque Cantonale Vaudoise | 28,200 | $1.56M | 0.07% | −1,760−5.9% | Reduced |
| Game Creek Capital, LP | 28,500 | $1.58M | 0.85% | −4,125−12.6% | Reduced |
| City Holding Co | 28,548 | $1.58M | 0.28% | −9,888−25.7% | Reduced |
| Headinvest, LLC | 28,614 | $1.59M | 0.30% | +14,777+106.8% | Added |
| Partners in Financial Planning | 28,692 | $1.59M | 0.50% | +28,692 | New |
| Venture Visionary Partners LLC | 28,640 | $1.59M | 0.13% | +5,448+23.5% | Added |
| Panagora Asset Management Inc | 29,017 | $1.61M | 0.01% | +571+2.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 29,022 | $1.61M | 0.02% | −82,296−73.9% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 29,282 | $1.63M | 0.40% | +429+1.5% | Added |
| WealthPLAN Partners, LLC | 27,673 | $1.63M | 0.11% | +27,673 | New |
| Moneta Group Investment Advisors LLC | 29,694 | $1.65M | 0.08% | +613+2.1% | Added |
| Bard Financial Services, Inc. | 29,755 | $1.65M | 0.15% | −6,350−17.6% | Reduced |
| Rede Wealth, LLC | 30,273 | $1.68M | 0.90% | +20.0% | Added |
| Dividend Assets Capital, LLC | 30,366 | $1.69M | 0.33% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 30,687 | $1.70M | 0.05% | +7,913+34.7% | Added |
| Founders Financial Alliance, LLC | 30,829 | $1.71M | 0.78% | +549+1.8% | Added |
| Loomis Sayles & Co L P | 30,908 | $1.72M | 0.00% | +5,389+21.1% | Added |
| Trexquant Investment LP | 31,106 | $1.73M | 0.15% | +7,521+31.9% | Added |
| Northwest & Ethical Investments L.P. | 31,163 | $1.73M | 0.06% | −96,819−75.7% | Reduced |
| BP PLC | 31,272 | $1.74M | 0.07% | −13,781−30.6% | Reduced |
| Geneos Wealth Management Inc. | 31,012 | $1.74M | 0.07% | −27,709−47.2% | Reduced |
| WealthShield Partners, LLC | 31,306 | $1.74M | 0.27% | −88−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 31,483 | $1.75M | 0.21% | +1,095+3.6% | Added |
| Tandem Investment Advisors, Inc. | 31,669 | $1.76M | 0.15% | +2,169+7.4% | Added |
| Dean Investment Associates, LLC | 31,821 | $1.77M | 0.33% | −540−1.7% | Reduced |
| Plimoth Trust Co LLC | 31,822 | $1.77M | 0.50% | −470−1.5% | Reduced |
| Csenge Advisory Group | 31,454 | $1.77M | 0.16% | −2,734−8.0% | Reduced |
| X-Square Capital, LLC | 32,525 | $1.80M | 0.85% | +7,223+28.5% | Added |
| InterOcean Capital Group, LLC | 32,574 | $1.81M | 0.09% | +194+0.6% | Added |
| Westwood Holdings Group Inc. | 32,790 | $1.82M | 0.02% | −22,551−40.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 32,877 | $1.82M | 0.04% | −728−2.2% | Reduced |
| MCF Advisors LLC | 32,972 | $1.83M | 0.19% | −638−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 33,174 | $1.84M | 0.03% | −4,936−13.0% | Reduced |
| Bogart Wealth, LLC | 33,365 | $1.85M | 0.20% | +6,593+24.6% | Added |
| Massmutual Trust Co FSB | 33,462 | $1.86M | 0.08% | +2,874+9.4% | Added |
| Zions Bancorporation, N.A. | 33,458 | $1.86M | 0.19% | +7,181+27.3% | Added |
| St. Johns Investment Management Company, LLC | 33,510 | $1.86M | 1.01% | +293+0.9% | Added |
| Signaturefd, LLC | 33,992 | $1.89M | 0.08% | +1,768+5.5% | Added |
| World Asset Management Inc | 34,016 | $1.89M | 0.17% | −1,985−5.5% | Reduced |
| Transform Wealth, LLC | 34,176 | $1.90M | 0.23% | +24,227+243.5% | Added |
| Capital International Inc | 34,196 | $1.90M | 0.02% | −10,418−23.4% | Reduced |
| Capital Investment Advisory Services, LLC | 34,260 | $1.90M | 0.24% | −3,718−9.8% | Reduced |
| CAMG Solamere Management, LLC | 34,420 | $1.91M | 1.65% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 34,462 | $1.91M | 1.19% | −690−2.0% | Reduced |
| Tiaa, FSB | 34,656 | $1.92M | 0.01% | +8,161+30.8% | Added |
| GHP Investment Advisors, Inc. | 34,721 | $1.93M | 0.16% | +285+0.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,003 | $1.94M | 0.21% | −3,110−8.2% | Reduced |
| Hedeker Wealth, LLC | 35,156 | $1.95M | 0.61% | +35,156 | New |
| Fulton Bank, N.A. | 35,324 | $1.96M | 0.09% | +290+0.8% | Added |
| Sit Investment Associates Inc | 35,505 | $1.97M | 0.05% | +5,010+16.4% | Added |
| Banco de Sabadell, S.A | 36,012 | $2.00M | 1.33% | +10,631+41.9% | Added |
| Redpoint Investment Management Pty Ltd | 36,353 | $2.02M | 0.16% | +665+1.9% | Added |
| J.W. Cole Advisors, Inc. | 36,547 | $2.03M | 0.16% | +7,420+25.5% | Added |
| Silvercrest Asset Management Group LLC | 36,588 | $2.03M | 0.01% | −2,101−5.4% | Reduced |
| Blair William & Co | 37,215 | $2.06M | 0.01% | −15,810−29.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 37,569 | $2.08M | 0.10% | −230−0.6% | Reduced |
| Allstate Corp | 37,630 | $2.09M | 0.07% | −2,416−6.0% | Reduced |
| Independence Bank of Kentucky | 37,744 | $2.10M | 0.93% | +1,796+5.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 37,809 | $2.10M | 1.17% | −1,236−3.2% | Reduced |
| IBM Retirement Fund | 37,885 | $2.10M | 0.16% | −8,076−17.6% | Reduced |
| Bayesian Capital Management, LP | 37,900 | $2.10M | 0.55% | +37,900 | New |
| Community Bank, N.A. | 38,017 | $2.11M | 0.25% | +295+0.8% | Added |
| Neville Rodie & Shaw Inc | 38,048 | $2.11M | 0.16% | −1,700−4.3% | Reduced |
| Resonant Capital Advisors, LLC | 38,190 | $2.12M | 0.41% | +322+0.9% | Added |
| HM Payson & Co | 38,216 | $2.12M | 0.05% | −801−2.1% | Reduced |
| Citizens & Northern Corp | 38,307 | $2.13M | 0.80% | −2,261−5.6% | Reduced |
| Spire Wealth Management | 38,346 | $2.13M | 0.06% | +1,164+3.1% | Added |
| Cadence Bank NA | 38,474 | $2.14M | 0.64% | −971−2.5% | Reduced |
| Outfitter Financial LLC | 38,701 | $2.15M | 1.65% | +665+1.7% | Added |
| Anchor Capital Advisors LLC | 38,859 | $2.16M | 0.04% | −1,510−3.7% | Reduced |
| Bowen Hanes & Co Inc | 38,915 | $2.16M | 0.07% | −100−0.3% | Reduced |
| Parsons Capital Management Inc | 39,085 | $2.17M | 0.17% | −150−0.4% | Reduced |
| Silvant Capital Management LLC | 39,100 | $2.17M | 0.34% | +37,063+1,819.5% | Added |
| Icon Advisers Inc | 39,100 | $2.17M | 0.35% | +39,100 | New |
| Sompo Asset Management Co., Ltd. | 39,140 | $2.17M | 0.44% | −13,090−25.1% | Reduced |
| Capital Investment Advisors, LLC | 39,306 | $2.18M | 0.08% | +3,575+10.0% | Added |
| Rossmore Private Capital | 39,768 | $2.21M | 0.38% | +1,448+3.8% | Added |