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 |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 7,059 | $391.0K | 0.04% | +1,133+19.1% | Added |
| Ballew Advisors, Inc | 7,127 | $390.0K | 0.27% | −7,127−50.0% | Reduced |
| Guyasuta Investment Advisors Inc | 7,004 | $389.0K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 6,994 | $388.0K | 0.00% | −445−6.0% | Reduced |
| Smithfield Trust Co | 6,871 | $381.0K | 0.03% | +51+0.7% | Added |
| Stony Point Wealth Management Inc. | 6,853 | $380.0K | 0.25% | +270+4.1% | Added |
| Aua Capital Management, LLC | 6,835 | $379.0K | 0.23% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,832 | $379.0K | 0.06% | +162+2.4% | Added |
| Sigma Planning Corp | 6,757 | $375.0K | 0.01% | −277−3.9% | Reduced |
| Glen Eagle Advisors, LLC | 6,713 | $372.6K | 0.12% | +1,355+25.3% | Added |
| FineMark National Bank & Trust | 6,695 | $372.0K | 0.02% | −89−1.3% | Reduced |
| Graypoint LLC | 6,708 | $372.0K | 0.05% | +357+5.6% | Added |
| Global Strategic Investment Solutions, LLC | 6,689 | $371.0K | 0.06% | +49+0.7% | Added |
| Absher Wealth Management, LLC | 6,606 | $367.0K | 0.07% | −745−10.1% | Reduced |
| Curated Wealth Partners LLC | 6,594 | $366.0K | 0.20% | +713+12.1% | Added |
| Berkeley Capital Partners, LLC | 6,569 | $365.0K | 0.16% | −365−5.3% | Reduced |
| Papp L Roy & Associates | 6,585 | $365.0K | 0.05% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 6,574 | $365.0K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 6,547 | $363.0K | 0.00% | +969+17.4% | Added |
| Proficio Capital Partners LLC | 6,524 | $362.0K | 0.04% | −1,735−21.0% | Reduced |
| Boyd Watterson Asset Management LLC | 6,514 | $362.0K | 0.15% | +311+5.0% | Added |
| Keebeck Alpha, LP | 6,513 | $361.0K | 0.13% | −139−2.1% | Reduced |
| Parkside Financial Bank & Trust | 6,489 | $361.0K | 0.10% | −32−0.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,500 | $361.0K | 0.03% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 8,627 | $359.0K | 0.06% | +2,536+41.6% | Added |
| Family Legacy, Inc. | 6,561 | $356.0K | 0.16% | −8−0.1% | Reduced |
| AlphaMark Advisors, LLC | 6,393 | $355.0K | 0.13% | −213−3.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,421 | $355.0K | 0.04% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 6,391 | $355.0K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,371 | $353.0K | 0.04% | +3,191+100.3% | Added |
| Nwam LLC | 6,330 | $351.0K | 0.03% | −20−0.3% | Reduced |
| Contravisory Investment Management, Inc. | 6,332 | $351.0K | 0.10% | +110+1.8% | Added |
| Connors Investor Services Inc | 6,320 | $351.0K | 0.04% | +6,320 | New |
| Mid Atlantic Financial Management Inc | 6,314 | $350.0K | 0.02% | −362−5.4% | Reduced |
| Emfo, LLC | 6,315 | $350.0K | 0.31% | +6,315 | New |
| PBMares Wealth Management LLC | 6,277 | $348.0K | 0.19% | −84−1.3% | Reduced |
| Hollencrest Capital Management | 6,245 | $347.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 6,243 | $346.0K | 0.14% | −1,440−18.7% | Reduced |
| Annapolis Financial Services, LLC | 6,215 | $345.0K | 0.12% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 6,198 | $344.0K | 0.17% | +108+1.8% | Added |
| AdvisorNet Financial, Inc | 6,205 | $344.0K | 0.02% | +304+5.2% | Added |
| ARGI Investment Services, LLC | 6,183 | $343.0K | 0.01% | −53,153−89.6% | Reduced |
| Independent Investors Inc | 6,157 | $342.0K | 0.08% | +400+6.9% | Added |
| HHM Wealth Advisors, LLC | 6,109 | $339.0K | 0.09% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,100 | $339.0K | 0.57% | +6,100 | New |
| Fortress Wealth Group, LLC | 6,047 | $336.0K | 0.30% | +6,047 | New |
| Veracity Capital LLC | 5,959 | $331.0K | 0.08% | +12+0.2% | Added |
| Tandem Capital Management Corp | 5,941 | $330.0K | 0.21% | +502+9.2% | Added |
| Point72 Hong Kong Ltd | 5,930 | $329.0K | 0.02% | −7,012−54.2% | Reduced |
| Holistic Financial Partners | 5,925 | $329.0K | 0.20% | +896+17.8% | Added |
| Strategic Wealth Management Group, LLC | 5,913 | $328.0K | 0.12% | −371−5.9% | Reduced |
| Centaurus Financial, Inc. | 5,907 | $328.0K | 0.03% | +566+10.6% | Added |
| Arlington Financial Advisors, LLC | 5,844 | $324.0K | 0.12% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,823 | $323.0K | 0.00% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,797 | $322.0K | 0.03% | −31−0.5% | Reduced |
| Meyer Handelman Co | 5,800 | $322.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 5,784 | $321.0K | 0.34% | −123−2.1% | Reduced |
| Hudock, Inc. | 5,799 | $321.0K | 0.10% | +2,457+73.5% | Added |
| IFG Advisory, LLC | 5,725 | $317.0K | 0.04% | −4,644−44.8% | Reduced |
| TrinityPoint Wealth, LLC | 5,714 | $317.0K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,687 | $316.0K | 0.05% | +10.0% | Added |
| Meridian Financial Partners LLC | 5,838 | $316.0K | 0.22% | −43−0.7% | Reduced |
| Putnam Investments LLC | 5,684 | $314.0K | 0.00% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 5,659 | $314.0K | 0.50% | +62+1.1% | Added |
| Townsend Asset Management Corp | 5,647 | $313.0K | 0.17% | −360−6.0% | Reduced |
| Woodward Diversified Capital, LLC | 5,623 | $312.0K | 0.18% | +633+12.7% | Added |
| Evercore Wealth Management, LLC | 5,602 | $311.0K | 0.01% | −12,430−68.9% | Reduced |
| Insight Advisors, LLC | 5,751 | $311.0K | 0.10% | −60−1.0% | Reduced |
| Hartford Financial Management Inc. | 5,549 | $308.0K | 0.08% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,211 | $307.0K | 0.07% | +1,300+33.2% | Added |
| Goepper Burkhardt LLC | 5,501 | $305.0K | 0.19% | +50+0.9% | Added |
| Patriot Investment Management Inc. | 5,512 | $305.0K | 0.03% | +201+3.8% | Added |
| Aviance Capital Partners, LLC | 5,478 | $304.0K | 0.05% | 00.0% | Unchanged |
| BBR Partners, LLC | 5,422 | $301.0K | 0.02% | −167−3.0% | Reduced |
| Alliance Wealth Advisors, LLC | 5,401 | $300.0K | 0.27% | 00.0% | Unchanged |
| qPULA Trading Management LP | 5,400 | $300.0K | 0.54% | +5,400 | New |
| Fulton Breakefield Broenniman LLC | 5,368 | $298.0K | 0.03% | −612−10.2% | Reduced |
| Valmark Advisers, Inc. | 5,357 | $297.0K | 0.01% | −219−3.9% | Reduced |
| White Pine Capital LLC | 5,450 | $297.0K | 0.09% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 5,358 | $297.0K | 0.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,342 | $296.0K | 0.03% | −4−0.1% | Reduced |
| Kore Private Wealth LLC | 5,322 | $295.0K | 0.03% | +499+10.3% | Added |
| Oakworth Capital, Inc. | 5,297 | $294.0K | 0.03% | +162+3.2% | Added |
| ProVise Management Group, LLC | 5,198 | $288.0K | 0.03% | −77−1.5% | Reduced |
| EPG Wealth Management LLC | 5,190 | $288.0K | 0.12% | +1,072+26.0% | Added |
| Ameritas Investment Company, LLC | 4,118 | $287.0K | 0.01% | −2,744−40.0% | Reduced |
| StoneX Group Inc. | 5,168 | $287.0K | 0.04% | +621+13.7% | Added |
| Boothbay Fund Management, LLC | 5,158 | $286.0K | 0.01% | +5,158 | New |
| Maven Securities LTD | 5,119 | $284.0K | 0.03% | +5,119 | New |
| Marino, Stram & Associates LLC | 5,093 | $283.0K | 0.07% | −5,960−53.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 5,093 | $283.0K | 0.07% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5,065 | $281.1K | 0.10% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,055 | $281.0K | 0.08% | +1,083+27.3% | Added |
| Procyon Private Wealth Partners, LLC | 5,057 | $281.0K | 0.08% | +5,057 | New |
| Stewardship Advisors, LLC | 5,009 | $278.0K | 0.10% | 00.0% | Unchanged |
| HC Advisors, LLC | 4,957 | $275.0K | 0.17% | +20.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,951 | $275.0K | 0.05% | +992+25.1% | Added |
| Alaethes Wealth LLC | 4,943 | $274.0K | 0.21% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 4,923 | $273.0K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,893 | $272.0K | 0.01% | +10.0% | Added |