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 |
|---|---|---|---|---|---|
| Salzhauer Michael | 39,990 | $2.22M | 1.10% | 00.0% | Unchanged |
| Watchman Group, Inc. | 39,999 | $2.22M | 1.30% | −311−0.8% | Reduced |
| Everence Capital Management Inc | 40,180 | $2.23M | 0.18% | +7,480+22.9% | Added |
| Kempner Capital Management Inc. | 40,262 | $2.23M | 1.27% | 00.0% | Unchanged |
| Norinchukin Bank, The | 40,979 | $2.27M | 0.03% | −608−1.5% | Reduced |
| Physicians Financial Services, Inc. | 41,292 | $2.29M | 0.94% | −1,157−2.7% | Reduced |
| Heritage Trust Co | 41,330 | $2.29M | 0.33% | +2,159+5.5% | Added |
| Monument Capital Management | 41,547 | $2.31M | 0.80% | +41,547 | New |
| Alaska Permanent Fund Corp | 42,000 | $2.33M | 0.04% | −15,000−26.3% | Reduced |
| Cigna Investments Inc | 42,016 | $2.33M | 0.17% | −6,397−13.2% | Reduced |
| Buckhead Capital Management LLC | 42,101 | $2.34M | 0.52% | −1,237−2.9% | Reduced |
| CWA Asset Management Group, LLC | 41,548 | $2.34M | 0.19% | +22+0.1% | Added |
| Proquility Private Wealth Partners, LLC | 42,147 | $2.34M | 0.88% | +1,028+2.5% | Added |
| Arcus Capital Partners, LLC | 42,371 | $2.35M | 1.10% | −746−1.7% | Reduced |
| Holderness Investments Co | 43,051 | $2.39M | 0.79% | +1,374+3.3% | Added |
| Whitener Capital Management, Inc. | 43,409 | $2.41M | 0.96% | +4,048+10.3% | Added |
| Moloney Securities Asset Management, LLC | 43,416 | $2.41M | 0.44% | +2,365+5.8% | Added |
| Hengehold Capital Management LLC | 43,454 | $2.41M | 0.32% | +8,120+23.0% | Added |
| Glenmede Trust Co NA | 43,635 | $2.42M | 0.01% | +3,144+7.8% | Added |
| Pearl River Capital, LLC | 45,746 | $2.54M | 0.70% | −15,933−25.8% | Reduced |
| Veritable, L.P. | 45,918 | $2.55M | 0.04% | −1,947−4.1% | Reduced |
| ZWJ Investment Counsel Inc | 46,321 | $2.57M | 0.15% | −9,883−17.6% | Reduced |
| Semmax Financial Advisors Inc. | 46,391 | $2.58M | 0.82% | +1,891+4.2% | Added |
| Trust Co of Toledo NA | 46,527 | $2.58M | 0.44% | +2,181+4.9% | Added |
| United Bank | 46,617 | $2.59M | 0.35% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 46,681 | $2.59M | 0.37% | +6,901+17.3% | Added |
| D.A. Davidson & Co. | 46,944 | $2.60M | 0.03% | +395+0.8% | Added |
| Advisor Partners LLC | 47,087 | $2.61M | 0.17% | +1,034+2.2% | Added |
| Mirabella Financial Services LLP | 47,084 | $2.61M | 0.50% | +42,618+954.3% | Added |
| Argyle Capital Management Inc. | 47,733 | $2.65M | 0.86% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 47,812 | $2.65M | 0.24% | +384+0.8% | Added |
| Ethic Inc. | 48,064 | $2.67M | 0.32% | +16,938+54.4% | Added |
| Horizon Investments, LLC | 48,791 | $2.69M | 0.08% | −21,865−30.9% | Reduced |
| Strategic Advisors LLC | 48,420 | $2.69M | 0.70% | −2,450−4.8% | Reduced |
| Teza Capital Management LLC | 48,408 | $2.69M | 0.44% | +35,392+271.9% | Added |
| Brown Brothers Harriman & Co | 48,631 | $2.70M | 0.02% | −3,464−6.6% | Reduced |
| Private Advisor Group, LLC | 48,963 | $2.72M | 0.02% | +7,440+17.9% | Added |
| Cornerstone Advisory, LLC | 49,121 | $2.73M | 0.46% | +25,250+105.8% | Added |
| Patten Group, Inc. | 49,406 | $2.74M | 0.81% | +49+0.1% | Added |
| PRW Wealth Management LLC | 49,406 | $2.74M | 0.81% | +49,406 | New |
| Hamel Associates, Inc. | 49,550 | $2.75M | 1.05% | +6,140+14.1% | Added |
| IVC Wealth Advisors LLC | 49,761 | $2.76M | 1.94% | −119−0.2% | Reduced |
| Cordasco Financial Network | 49,946 | $2.77M | 1.93% | −450−0.9% | Reduced |
| AMG National Trust Bank | 50,374 | $2.80M | 0.09% | −740−1.4% | Reduced |
| Signet Financial Management, LLC | 50,485 | $2.80M | 0.96% | +99+0.2% | Added |
| Valley National Advisers Inc | 50,821 | $2.82M | 0.51% | +7,207+16.5% | Added |
| South State Corp. | 50,965 | $2.83M | 0.24% | +4,393+9.4% | Added |
| Viking Fund Management LLC | 51,000 | $2.83M | 0.81% | 00.0% | Unchanged |
| Swarthmore Group Inc | 51,300 | $2.85M | 0.74% | +51,300 | New |
| Davis Selected Advisers | 51,632 | $2.87M | 0.01% | −22,852−30.7% | Reduced |
| Triangle Securities Wealth Management | 51,894 | $2.88M | 0.97% | +60.0% | Added |
| JT Stratford LLC | 52,021 | $2.89M | 0.92% | +9,552+22.5% | Added |
| Atlantic Union Bankshares Corp | 52,358 | $2.91M | 0.28% | +221+0.4% | Added |
| Twin Capital Management Inc | 52,387 | $2.91M | 0.27% | +11,020+26.6% | Added |
| Vestmark Advisory Solutions, Inc. | 52,672 | $2.92M | 0.21% | +1,383+2.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 52,725 | $2.93M | 0.11% | −450−0.8% | Reduced |
| First American Bank | 52,918 | $2.94M | 0.17% | +1,547+3.0% | Added |
| Fiduciary Trust Co | 52,939 | $2.94M | 0.06% | +3,752+7.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 53,079 | $2.95M | 0.28% | +3,049+6.1% | Added |
| Welch & Forbes LLC | 53,527 | $2.97M | 0.05% | −315−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 53,547 | $2.97M | 0.14% | +887+1.7% | Added |
| North Star Investment Management Corp. | 54,022 | $3.00M | 0.24% | +135+0.3% | Added |
| Nicholas Hoffman & Company, LLC. | 54,041 | $3.00M | 0.54% | +51+0.1% | Added |
| Trust Co of Vermont | 54,250 | $3.01M | 0.21% | +731+1.4% | Added |
| Centiva Capital, LP | 54,431 | $3.02M | 0.24% | +54,431 | New |
| Azimuth Capital Management LLC | 54,599 | $3.03M | 0.13% | +791+1.5% | Added |
| RKL Wealth Management LLC | 55,095 | $3.06M | 0.39% | +651+1.2% | Added |
| GWM Advisors LLC | 55,219 | $3.06M | 0.08% | +21,427+63.4% | Added |
| McMillion Capital Management Inc | 55,390 | $3.07M | 1.68% | −3,409−5.8% | Reduced |
| Mercer Global Advisors Inc | 55,755 | $3.09M | 0.02% | +15,285+37.8% | Added |
| Shell Asset Management Co | 55,938 | $3.10M | 0.06% | −33,972−37.8% | Reduced |
| Marotta Asset Management | 55,313 | $3.11M | 0.75% | −4,355−7.3% | Reduced |
| Cornerstone Wealth Group, LLC | 59,746 | $3.12M | 0.64% | +4,128+7.4% | Added |
| Welch Group, LLC | 56,517 | $3.14M | 0.21% | +5,080+9.9% | Added |
| BBVA USA | 56,982 | $3.16M | 0.18% | +56,982 | New |
| E. Ohman J:or Asset Management AB | 57,000 | $3.16M | 0.10% | +1,500+2.7% | Added |
| Cornercap Investment Counsel Inc | 57,049 | $3.17M | 0.35% | −2,160−3.6% | Reduced |
| Laurel Wealth Advisors LLC | 57,690 | $3.20M | 0.71% | +130+0.2% | Added |
| Continental Advisors LLC | 57,706 | $3.20M | 2.27% | 00.0% | Unchanged |
| Old North State Trust, LLC | 57,976 | $3.22M | 2.43% | +903+1.6% | Added |
| Capital Investment Counsel, Inc | 58,125 | $3.23M | 0.72% | −350−0.6% | Reduced |
| Security National Trust Co | 58,155 | $3.23M | 0.72% | +14,790+34.1% | Added |
| Peloton Wealth Strategists | 58,700 | $3.26M | 1.34% | +9,985+20.5% | Added |
| Weather Gauge Advisory, LLC | 58,722 | $3.26M | 3.79% | −963−1.6% | Reduced |
| Souders Financial Advisors | 59,035 | $3.28M | 1.10% | −9,296−13.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 59,091 | $3.28M | 0.68% | +1,404+2.4% | Added |
| Sequoia Financial Advisors, LLC | 59,453 | $3.30M | 0.12% | +12,104+25.6% | Added |
| Beacon Investment Advisory Services, Inc. | 60,655 | $3.37M | 0.14% | +1,875+3.2% | Added |
| Old Point Trust & Financial Services N A | 60,789 | $3.37M | 1.49% | −1,350−2.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 61,072 | $3.39M | 0.06% | −10.0% | Reduced |
| Bray Capital Advisors | 61,229 | $3.40M | 0.87% | +1,291+2.2% | Added |
| Tower Research Capital LLC (TRC) | 61,697 | $3.42M | 0.09% | −62,850−50.5% | Reduced |
| Twin Tree Management, LP | 62,005 | $3.44M | 0.10% | +62,005 | New |
| Bremer Bank National Association | 62,478 | $3.47M | 0.74% | +2,498+4.2% | Added |
| Benson Investment Management Company, Inc. | 62,590 | $3.47M | 1.77% | +1,420+2.3% | Added |
| SG Americas Securities, LLC | 62,779 | $3.48M | 0.02% | −31,458−33.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 62,844 | $3.49M | 0.04% | +3,811+6.5% | Added |
| Verdence Capital Advisors LLC | 63,269 | $3.51M | 0.49% | −461−0.7% | Reduced |
| Providence Capital Advisors, LLC | 63,733 | $3.54M | 1.15% | +7,900+14.1% | Added |
| Anchor Investment Management, LLC | 63,854 | $3.54M | 0.49% | +835+1.3% | Added |