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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 2,630 | $145.0K | 0.04% | +12+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,556 | $141.7K | 0.00% | +49+2.0% | Added |
| Gables Capital Management Inc. | 2,531 | $140.0K | 0.10% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2,493 | $138.0K | 0.10% | −12−0.5% | Reduced |
| Aspire Private Capital, LLC | 2,462 | $137.0K | 0.04% | −892−26.6% | Reduced |
| Harbor Investment Advisory, LLC | 2,477 | $137.0K | 0.02% | −173−6.5% | Reduced |
| JJJ Advisors Inc. | 2,410 | $134.0K | 0.05% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,372 | $131.0K | 0.02% | +170+7.7% | Added |
| M&R Capital Management Inc | 2,295 | $127.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,175 | $121.0K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 2,161 | $120.0K | 0.01% | −151−6.5% | Reduced |
| Evoke Wealth, LLC | 2,134 | $118.0K | 0.00% | −133−5.9% | Reduced |
| Holloway Wealth Management, LLC | – | $117.0K | 0.04% | – | – |
| FourThought Financial, LLC | 2,073 | $115.0K | 0.02% | −82−3.8% | Reduced |
| Halpern Financial, Inc. | 2,067 | $114.7K | 0.05% | +1,132+121.1% | Added |
| IMA Wealth, Inc. | 1,961 | $109.0K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,866 | $103.0K | 0.04% | −2−0.1% | Reduced |
| Charter Oak Capital Management, LLC | 1,845 | $102.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,795 | $100.0K | 0.00% | +48+2.7% | Added |
| First PREMIER Bank | 1,780 | $98.0K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,750 | $97.0K | 0.04% | +1,750 | New |
| Clean Yield Group | 1,726 | $96.0K | 0.04% | +1,726 | New |
| TCI Wealth Advisors, Inc. | 1,702 | $94.0K | 0.02% | +137+8.8% | Added |
| Dark Forest Capital Management LP | 1,688 | $94.0K | 0.04% | +1,688 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,681 | $93.0K | 0.00% | +1,681 | New |
| Pacitti Group Inc. | 1,582 | $87.0K | 0.05% | −57−3.5% | Reduced |
| Perkins Coie Trust Co | 1,527 | $85.0K | 0.03% | −3,612−70.3% | Reduced |
| Lloyd Advisory Services, LLC. | 1,423 | $79.0K | 0.04% | +89+6.7% | Added |
| Macroview Investment Management LLC | 1,391 | $77.0K | 0.10% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,390 | $77.0K | 0.04% | 00.0% | Unchanged |
| Ossiam | 1,333 | $73.0K | 0.00% | −72,639−98.2% | Reduced |
| Leonteq Securities AG | 1,300 | $72.2K | 0.01% | +1,300 | New |
| American State Bank (Iowa) | 1,294 | $71.8K | 0.06% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,280 | $71.0K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,251 | $69.0K | 0.03% | −1,117−47.2% | Reduced |
| Capital Analysts, LLC | 1,230 | $68.0K | 0.00% | −26−2.1% | Reduced |
| Sirios Capital Management L P | 1,141 | $63.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 1,100 | $61.0K | 0.04% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,093 | $61.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,101 | $61.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,082 | $60.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,084 | $60.0K | 0.01% | +1,084 | New |
| Westside Investment Management, Inc. | 1,070 | $59.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,060 | $58.0K | 0.02% | +1,060 | New |
| Howe & Rusling Inc | 1,006 | $56.0K | 0.01% | −261−20.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,013 | $56.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,010 | $56.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,009 | $56.0K | 0.03% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 997 | $55.0K | 0.00% | +456+84.3% | Added |
| Central Bank & Trust Co | 945 | $52.0K | 0.01% | +645+215.0% | Added |
| First Personal Financial Services | 912 | $51.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 900 | $50.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 900 | $50.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 900 | $50.0K | 0.03% | +100+12.5% | Added |
| Plante Moran Financial Advisors, LLC | 884 | $49.0K | 0.01% | −805−47.7% | Reduced |
| Wolff Wiese Magana LLC | 879 | $49.0K | 0.03% | −366−29.4% | Reduced |
| Harvest Fund Management Co., Ltd | 854 | $48.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 872 | $48.0K | 0.01% | +272+45.3% | Added |
| Solstein Capital, LLC | 861 | $48.0K | 0.06% | +550+176.8% | Added |
| Simon Quick Advisors, LLC | 848 | $47.0K | 0.01% | +3+0.4% | Added |
| Eukles Asset Management | 834 | $46.0K | 0.03% | +834 | New |
| Eagle Bay Advisors LLC | 787 | $46.0K | 0.04% | +787 | New |
| CKW Financial Group | 800 | $45.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 778 | $43.0K | 0.01% | −26−3.2% | Reduced |
| Sterling Financial Planning, Inc. | 756 | $42.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 745 | $41.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 725 | $40.0K | 0.04% | −3,844−84.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 693 | $38.0K | 0.02% | +43+6.6% | Added |
| Fortis Advisors, LLC | 659 | $37.0K | 0.02% | +4+0.6% | Added |
| Brewin Dolphin Ltd | 647 | $35.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 647 | $35.9K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 609 | $34.0K | 0.02% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 618 | $34.0K | 0.01% | +618 | New |
| Rosenberg Matthew Hamilton | 596 | $33.0K | 0.02% | +243+68.8% | Added |
| Edge Wealth Management LLC | 560 | $31.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 553 | $31.0K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 544 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 544 | $30.0K | 0.00% | +4+0.7% | Added |
| Ancora Advisors, LLC | 546 | $30.0K | 0.00% | +319+140.5% | Added |
| Carolina Wealth Advisors, LLC | 518 | $29.0K | 0.02% | +518 | New |
| Financial Perspectives, Inc | 505 | $28.0K | 0.01% | −28,947−98.3% | Reduced |
| McIlrath & Eck, LLC | 480 | $27.0K | 0.01% | −40−7.7% | Reduced |
| Hexavest Inc. | 493 | $27.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 494 | $27.0K | 0.01% | +188+61.4% | Added |
| Savior LLC | 470 | $26.0K | 0.02% | −119−20.2% | Reduced |
| Hoover Financial Advisors, Inc. | 469 | $26.0K | 0.00% | −38−7.5% | Reduced |
| Financial Management Professionals, Inc. | 439 | $24.0K | 0.01% | −19−4.1% | Reduced |
| Piscataqua Savings Bank | 400 | $22.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 373 | $21.0K | 0.00% | −132−26.1% | Reduced |
| Tarbox Family Office, Inc. | 375 | $21.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 375 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 369 | $20.0K | 0.00% | −36−8.9% | Reduced |
| Webster Bank, N. A. | 339 | $19.0K | 0.00% | −26,126−98.7% | Reduced |
| Pflug Koory, LLC | 338 | $19.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 332 | $18.0K | 0.00% | −45−11.9% | Reduced |
| TCTC Holdings, LLC | 318 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 323 | $18.0K | 0.00% | +206+176.1% | Added |
| Baldrige Asset Management LLC | 320 | $18.0K | 0.01% | +320 | New |
| Crewe Advisors LLC | 306 | $17.0K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 307 | $17.0K | 0.01% | – | – |