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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 294 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 277 | $15.4K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 259 | $14.0K | 0.01% | 00.0% | Unchanged |
| QVR LLC | 256 | $14.0K | 0.04% | +256 | New |
| Smith Asset Management Group LP | 208 | $12.0K | 0.00% | −42−16.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 221 | $12.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 225 | $12.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 221 | $12.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 213 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 210 | $12.0K | 0.00% | +84+66.7% | Added |
| Truvestments Capital LLC | 201 | $11.0K | 0.01% | −286−58.7% | Reduced |
| Horan Securities, Inc. | 193 | $11.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 172 | $10.0K | 0.00% | −203−54.1% | Reduced |
| Jefferies Group LLC | 163 | $9.05K | 0.00% | −7,639−97.9% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 162 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 162 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 133 | $7.00K | 0.00% | +133 | New |
| Ford Financial Group, LLC | 143 | $7.00K | 0.00% | +143 | New |
| Summit Wealth Group, LLC | 115 | $6.00K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 99 | $6.00K | 0.00% | +99 | New |
| Castleview Partners, LLC | 101 | $6.00K | 0.00% | +101 | New |
| Lenox Wealth Advisors, LLC | 97 | $5.00K | 0.00% | −178−64.7% | Reduced |
| HighMark Wealth Management LLC | 84 | $5.00K | 0.00% | −115−57.8% | Reduced |
| Country Trust Bank | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| Motco | 67 | $4.00K | 0.00% | +67 | New |
| Vigilant Capital Management, LLC | 65 | $4.00K | 0.00% | +65 | New |
| Cypress Point Wealth Management, LLC | 75 | $4.00K | 0.00% | +75 | New |
| Spectrum Management Group, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 59 | $3.00K | 0.00% | +59 | New |
| Atlas Private Wealth Advisors | 41 | $2.00K | 0.00% | −395−90.6% | Reduced |
| Rockbridge Investment Management, LCC | 34 | $2.00K | 0.00% | −51−60.0% | Reduced |
| McClarren Financial Advisors, Inc. | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 43 | $2.00K | 0.00% | +1+2.4% | Added |
| Joseph P. Lucia & Associates, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 32 | $2.00K | 0.00% | +32 | New |
| TFC Financial Management | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Global Financial Private Client, LLC | 16 | $901 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 15 | $833 | 0.00% | +15 | New |
| WestEnd Advisors, LLC | – | $832 | 0.00% | – | New |
| Farmers National Bank | 44,451 | $0 | – | +3,904+9.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,993 | – | – | −1,485−33.2% | Reduced |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −2,143,059−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −516,119−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −369,302−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −369,003−100.0% | Sold out |
| British Airways Pensions Investment Management Ltd | 0 | $0 | 0.00% | −359,627−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −328,167−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −187,850−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −124,023−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −112,193−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −108,965−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −92,273−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −89,066−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −76,830−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −69,940−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −62,756−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −42,402−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −41,300−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −38,107−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −30,154−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −26,850−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −20,005−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −16,909−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −16,258−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −15,795−100.0% | Sold out |
| Stadion Money Management, LLC | 0 | $0 | 0.00% | −10,791−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −9,797−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −9,957−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −9,647−100.0% | Sold out |
| Cahaba Wealth Management, Inc. | 0 | $0 | 0.00% | −9,477−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −8,667−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −8,636−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,563−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −7,574−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −6,302−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,211−100.0% | Sold out |
| Ferris Capital, LLC | 0 | $0 | 0.00% | −6,181−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −6,102−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Rollins Financial | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| Bel Air Investment Advisors LLC | 0 | $0 | 0.00% | −5,931−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −5,820−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −5,046−100.0% | Sold out |
| Old Port Advisors | 0 | $0 | 0.00% | −4,847−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −4,805−100.0% | Sold out |
| Probity Advisors, Inc. | 0 | $0 | 0.00% | −4,591−100.0% | Sold out |