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 |
|---|---|---|---|---|---|
| Mountain Pacific Investment Advisers Inc | 9,618 | $534.0K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 9,564 | $531.0K | 0.01% | −593−5.8% | Reduced |
| Day & Ennis, LLC | 9,507 | $528.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| 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 |
| American National Registered Investment Advisor, Inc. | 9,384 | $521.0K | 0.19% | −68−0.7% | Reduced |
| 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 |
| 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 |
| Altus Wealth Group LLC | 9,201 | $511.0K | 0.50% | +27+0.3% | Added |
| 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 |
| Quest Capital Management Inc | 9,139 | $507.0K | 0.10% | −382−4.0% | Reduced |
| Live Oak Private Wealth LLC | 8,995 | $499.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| Ambassador Advisors, LLC | 8,943 | $496.0K | 0.10% | −372−4.0% | Reduced |
| NorthRock Partners, LLC | 8,895 | $494.0K | 0.04% | +500+6.0% | 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 |
| HighPoint Advisor Group LLC | 8,870 | $492.0K | 0.05% | +2,548+40.3% | Added |
| Peoples Bank | 8,823 | $490.0K | 0.26% | +1,859+26.7% | Added |
| 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 |
| Longfellow Investment Management Co LLC | 8,783 | $488.0K | 0.07% | −4,937−36.0% | Reduced |
| American Research & Management Co. | 8,755 | $486.0K | 0.11% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,735 | $485.0K | 0.09% | −20−0.2% | Reduced |
| Cim Investment Mangement Inc | 8,714 | $484.0K | 0.15% | −46−0.5% | Reduced |
| NewSquare Capital LLC | 8,612 | $478.0K | 0.06% | +8,257+2,325.9% | Added |
| Neo Ivy Capital Management | 8,574 | $476.0K | 0.48% | +5,479+177.0% | Added |
| Oxford Financial Group Ltd | 8,501 | $472.0K | 0.06% | +8,501 | New |
| Stevens Capital Management LP | 8,483 | $471.0K | 0.14% | −5,081−37.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Cobblestone Capital Advisors LLC | 8,364 | $464.0K | 0.03% | +355+4.4% | Added |
| 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 |
| Verus Financial Partners, Inc. | 8,505 | $460.0K | 0.07% | −659−7.2% | Reduced |
| Birmingham Capital Management Co Inc | 8,209 | $456.0K | 0.17% | −135−1.6% | Reduced |
| D. Scott Neal, Inc. | 8,030 | $446.0K | 0.20% | +145+1.8% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $444.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 7,987 | $443.0K | 0.00% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 7,968 | $442.0K | 0.13% | −1,000−11.2% | Reduced |
| Good Life Advisors, LLC | 7,971 | $442.0K | 0.08% | +435+5.8% | Added |
| First Manhattan Co | 7,934 | $440.0K | 0.00% | −11,258−58.7% | Reduced |
| Vident Investment Advisory, LLC | 7,923 | $440.0K | 0.01% | +900+12.8% | Added |
| Benin Management CORP | 7,908 | $439.0K | 0.14% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 7,907 | $439.0K | 0.11% | +7,907 | New |
| Great Lakes Advisors, LLC | 7,879 | $437.0K | 0.01% | +449+6.0% | Added |
| Coldstream Capital Management Inc | 7,822 | $434.0K | 0.02% | +503+6.9% | Added |
| Wagner Wealth Management, LLC | 7,803 | $433.0K | 0.31% | +739+10.5% | Added |
| First Bank & Trust | 7,809 | $433.0K | 0.21% | +1,322+20.4% | Added |
| Davis R M Inc | 7,792 | $432.0K | 0.01% | −1,579−16.8% | Reduced |
| Assetmark, Inc | 7,790 | $432.0K | 0.00% | +1,042+15.4% | Added |
| Curbstone Financial Management Corp | 7,738 | $429.0K | 0.08% | −468−5.7% | Reduced |
| Belpointe Asset Management LLC | 7,708 | $428.0K | 0.03% | +3,416+79.6% | Added |
| Truadvice, LLC | 7,767 | $427.0K | 0.09% | −192−2.4% | Reduced |
| Franklin Street Advisors Inc | 7,670 | $426.0K | 0.04% | +334+4.6% | Added |
| BT Wealth Management LLC | 7,678 | $426.0K | 0.13% | +337+4.6% | Added |
| ACG Wealth | 7,658 | $425.0K | 0.05% | −385−4.8% | Reduced |
| Systematic Financial Management LP | 7,659 | $425.0K | 0.01% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 7,610 | $423.0K | 0.06% | −1,400−15.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,596 | $422.0K | 0.09% | +352+4.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,577 | $421.0K | 0.27% | +1,307+20.8% | Added |
| Gemmer Asset Management LLC | 7,591 | $421.0K | 0.06% | +6,720+771.5% | Added |
| Fieldpoint Private Securities, LLC | 7,236 | $419.0K | 0.09% | −140−1.9% | Reduced |
| Gilbert & Cook, Inc. | 7,484 | $415.0K | 0.07% | +425+6.0% | Added |
| Lake Street Financial LLC | 7,367 | $415.0K | 0.11% | +2,279+44.8% | Added |
| Southeast Asset Advisors Inc. | 7,407 | $411.0K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7,413 | $411.0K | 0.03% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,381 | $410.0K | 0.02% | −26−0.4% | Reduced |
| Western Wealth Management, LLC | 7,352 | $409.0K | 0.04% | +7,352 | New |
| Augustine Asset Management Inc | 7,317 | $406.0K | 0.21% | −3,676−33.4% | Reduced |
| HBK Sorce Advisory LLC | 7,311 | $406.0K | 0.02% | +12+0.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 7,323 | $406.0K | 0.31% | +28+0.4% | Added |
| Resource Planning Group | 7,295 | $405.0K | 0.23% | 00.0% | Unchanged |
| Doyle Wealth Management | 7,302 | $405.0K | 0.03% | +12+0.2% | Added |
| Charter Trust Co | 7,269 | $403.0K | 0.04% | −271−3.6% | Reduced |
| Wellington Shields Capital Management, LLC | 7,250 | $402.0K | 0.05% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,193 | $399.0K | 0.06% | +10+0.1% | Added |
| Lafayette Investments, Inc. | 7,155 | $397.0K | 0.11% | +1,849+34.8% | Added |
| Pinnacle Holdings, LLC | 7,143 | $396.4K | 0.18% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 7,122 | $395.0K | 0.79% | 00.0% | Unchanged |
| Select Asset Management & Trust | 7,097 | $394.0K | 0.22% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,103 | $394.0K | 0.10% | −20.0% | Reduced |
| Abacus Planning Group, Inc. | 7,078 | $393.0K | 0.12% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,085 | $393.0K | 0.02% | +7,085 | New |
| Successful Portfolios LLC | 7,071 | $392.0K | 0.24% | −25−0.4% | Reduced |
| Quadrant Capital Group LLC | 7,047 | $391.0K | 0.06% | +408+6.1% | Added |
| First Command Bank | 7,059 | $391.0K | 0.04% | +1,133+19.1% | Added |