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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 4,833 | $268.0K | 0.06% | +398+9.0% | Added |
| Quantamental Technologies LLC | 4,825 | $268.0K | 0.24% | +4,825 | New |
| Eqis Capital Management, Inc. | 4,806 | $267.0K | 0.02% | +540+12.7% | Added |
| CVA Family Office, LLC | 4,805 | $267.0K | 0.08% | +2,956+159.9% | Added |
| Tiemann Investment Advisors, LLC | 4,799 | $266.0K | 0.12% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 4,798 | $266.0K | 0.08% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 4,783 | $265.0K | 0.00% | −511−9.7% | Reduced |
| Excalibur Management Corp | 4,763 | $264.0K | 0.12% | +170+3.7% | Added |
| Manchester Financial Inc | 4,745 | $263.0K | 0.10% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 4,661 | $259.0K | 0.09% | −2,201−32.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,651 | $258.1K | 0.04% | +4+0.1% | Added |
| XML Financial, LLC | 4,637 | $257.0K | 0.06% | +16+0.3% | Added |
| Community Bank & Trust, Waco, Texas | 4,630 | $257.0K | 0.08% | +230+5.2% | Added |
| Henshaw Capital LLC | 4,616 | $256.2K | 0.02% | −989−17.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,610 | $256.0K | 0.00% | +46+1.0% | Added |
| Lindbrook Capital, LLC | 4,613 | $256.0K | 0.06% | +101+2.2% | Added |
| KB Financial Partners, LLC | 4,602 | $255.0K | 0.10% | −1,144−19.9% | Reduced |
| Aevitas Wealth Management, Inc. | 4,586 | $255.0K | 0.16% | +14+0.3% | Added |
| Girard Partners Ltd. | 4,590 | $254.0K | 0.03% | −1,760−27.7% | Reduced |
| Prio Wealth Limited Partnership | 4,583 | $254.0K | 0.01% | −855−15.7% | Reduced |
| Hayden Royal, LLC | 4,569 | $254.0K | 0.14% | −395−8.0% | Reduced |
| ARS Wealth Advisors, LLC | 4,570 | $254.0K | 0.05% | +26+0.6% | Added |
| Ropes Wealth Advisors LLC | 4,574 | $254.0K | 0.04% | +4,574 | New |
| Summit Financial Group Inc | 4,549 | $252.0K | 0.09% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,538 | $252.0K | 0.04% | +345+8.2% | Added |
| LS Investment Advisors, LLC | 4,527 | $251.0K | 0.03% | −34,302−88.3% | Reduced |
| Klingman & Associates, LLC | 4,499 | $250.0K | 0.02% | −1,786−28.4% | Reduced |
| Stillwater Investment Management, LLC | 4,469 | $248.0K | 0.07% | +32+0.7% | Added |
| Bristlecone Advisors, LLC | 4,466 | $248.0K | 0.03% | +75+1.7% | Added |
| Strategic Wealth Designers | 4,458 | $247.0K | 0.09% | +194+4.5% | Added |
| Raffa Wealth Management, LLC | 4,416 | $245.1K | 0.08% | +519+13.3% | Added |
| Capital Planning Advisors, LLC | 4,410 | $245.0K | 0.05% | +4,410 | New |
| Intercontinental Wealth Advisors, LLC | 4,395 | $244.0K | 0.05% | +14+0.3% | Added |
| Capital Investment Services of America, Inc. | 4,377 | $243.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,376 | $243.0K | 0.07% | +4,376 | New |
| Rock Point Advisors, LLC | 4,350 | $241.0K | 0.07% | −250−5.4% | Reduced |
| Norris Perne & French LLP | 4,300 | $239.0K | 0.02% | −357−7.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,311 | $239.0K | 0.02% | +855+24.7% | Added |
| Cardinal Strategic Wealth Guidance | 4,291 | $238.0K | 0.13% | 00.0% | Unchanged |
| Engine No. 1 LLC | 4,297 | $238.0K | 0.07% | +4,297 | New |
| Atwater Malick LLC | 4,274 | $237.0K | 0.13% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 4,248 | $236.0K | 0.23% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 4,237 | $235.0K | 0.10% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,237 | $235.0K | 0.01% | +202+5.0% | Added |
| Ellevest, Inc. | 4,214 | $234.0K | 0.02% | +937+28.6% | Added |
| Capital Management Corp | 4,200 | $233.0K | 0.05% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 4,163 | $231.0K | 0.02% | +77+1.9% | Added |
| Wedgewood Investors Inc | 4,147 | $230.0K | 0.29% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,108 | $228.0K | 0.05% | −343−7.7% | Reduced |
| Berkshire Asset Management LLC | 4,098 | $227.0K | 0.02% | −432−9.5% | Reduced |
| Mercer Capital Advisers, Inc. | 4,098 | $227.0K | 0.11% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,074 | $226.0K | 0.02% | +253+6.6% | Added |
| Almanack Investment Partners, LLC. | 4,055 | $225.0K | 0.02% | −965−19.2% | Reduced |
| Fma Advisory Inc | 4,044 | $224.0K | 0.08% | −1,595−28.3% | Reduced |
| Private Capital Group, LLC | 4,035 | $224.0K | 0.05% | +496+14.0% | Added |
| MayTech Global Investments, LLC | 4,036 | $224.0K | 0.05% | +4,036 | New |
| Tobam | 4,023 | $223.0K | 0.01% | −734−15.4% | Reduced |
| Renasant Bank | 3,997 | $222.0K | 0.17% | −54−1.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,000 | $222.0K | 0.03% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 3,960 | $220.0K | 0.05% | −453,590−99.1% | Reduced |
| Columbia Trust Co 01012016 | 3,938 | $219.0K | 0.12% | +24+0.6% | Added |
| D'Orazio & Associates, Inc. | 3,904 | $217.0K | 0.06% | 00.0% | Unchanged |
| MEMBERS Trust Co | 3,918 | $217.0K | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,884 | $216.0K | 0.00% | −295,790−98.7% | Reduced |
| Fermata Advisors, LLC | 3,885 | $216.0K | 0.13% | +3,885 | New |
| Burt Wealth Advisors | 3,871 | $215.0K | 0.08% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,850 | $214.0K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3,850 | $214.0K | 0.02% | +3,850 | New |
| Carmichael Hill & Associates, Inc. | 3,842 | $213.0K | 0.12% | −137−3.4% | Reduced |
| Moneywise, Inc. | 3,831 | $213.0K | 0.15% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,811 | $212.0K | 0.01% | −39,012−91.1% | Reduced |
| Old Dominion Capital Management Inc | 3,815 | $212.0K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,698 | $212.0K | 0.02% | +3,698 | New |
| First Mercantile Trust Co | 3,780 | $210.0K | 0.02% | +3,780 | New |
| Wellington Shields & Co., LLC | 3,755 | $208.0K | 0.07% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,735 | $207.0K | 0.02% | +3,735 | New |
| Kovack Advisors, Inc. | 3,725 | $207.0K | 0.02% | +3,725 | New |
| Bollard Group LLC | 3,695 | $205.0K | 0.01% | +27+0.7% | Added |
| Regent Peak Wealth Advisors LLC | 3,733 | $203.0K | 0.06% | −613−14.1% | Reduced |
| Crescent Capital Consulting, LLC | 3,668 | $203.0K | 0.04% | −190−4.9% | Reduced |
| Lyell Wealth Management, LP | 3,661 | $203.0K | 0.03% | +177+5.1% | Added |
| Kendall Capital Management | 3,641 | $202.0K | 0.11% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,614 | $201.0K | 0.09% | −1,950−35.0% | Reduced |
| Patron Partners Advisors, LLC | 3,635 | $201.0K | 0.15% | −822−18.4% | Reduced |
| First United Bank Trust | 3,622 | $201.0K | 0.08% | −382−9.5% | Reduced |
| TrueWealth Advisors, LLC | 3,624 | $201.0K | 0.12% | +3,624 | New |
| Chicago Capital, LLC | 3,600 | $200.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 3,609 | $200.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,511 | $195.0K | 0.03% | +126+3.7% | Added |
| SRS Capital Advisors, Inc. | 3,470 | $193.0K | 0.03% | +3,470 | New |
| NEXT Financial Group, Inc | 3,352 | $186.0K | 0.01% | −336−9.1% | Reduced |
| MV Capital Management, Inc. | 3,314 | $184.0K | 0.03% | +1,278+62.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 3,287 | $182.0K | 0.06% | +160+5.1% | Added |
| Berman Capital Advisors, LLC | 3,214 | $178.0K | 0.03% | +633+24.5% | Added |
| CenterStar Asset Management, LLC | – | $174.0K | 0.19% | – | New |
| Proffitt & Goodson Inc | 3,005 | $167.0K | 0.03% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3,000 | $167.0K | 0.28% | 00.0% | Unchanged |
| First Horizon Corp | 3,002 | $166.0K | 0.01% | +185+6.6% | Added |
| Phoenix Wealth Advisors | 2,935 | $160.0K | 0.12% | +83+2.9% | Added |
| Wealth Quarterback LLC | 2,673 | $149.0K | 0.09% | +2,673 | New |