Skip to main content

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.

Other share classesTFC.PITFC.POTFC.PR

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.

Institutional holdersQ2 2021: 1,353 institutions
Q1 2021: 1,376 institutionsQ2 2021: 1,353 institutionsQ3 2021: 1,387 institutionsQ4 2021: 1,488 institutionsQ1 2022: 1,508 institutionsQ2 2022: 1,449 institutionsQ3 2022: 1,427 institutionsQ4 2022: 1,491 institutionsQ1 2023: 1,399 institutionsQ2 2023: 1,311 institutionsQ3 2023: 1,272 institutionsQ4 2023: 1,399 institutionsQ1 2024: 1,423 institutionsQ2 2024: 1,424 institutionsQ3 2024: 1,480 institutionsQ4 2024: 1,569 institutionsQ1 2025: 1,558 institutionsQ2 2025: 1,549 institutionsQ3 2025: 1,562 institutionsQ4 2025: 1,669 institutionsQ1 2026: 1,648 institutionsQ2 2026: 1,707 institutions
Value heldQ2 2021: $53.5B
Q1 2021: $57.3BQ2 2021: $53.5BQ3 2021: $57.2BQ4 2021: $56.9BQ1 2022: $55.6BQ2 2022: $46.4BQ3 2022: $42.6BQ4 2022: $42.2BQ1 2023: $33.1BQ2 2023: $29.2BQ3 2023: $26.7BQ4 2023: $35.2BQ1 2024: $36.9BQ2 2024: $37.8BQ3 2024: $41.2BQ4 2024: $42.1BQ1 2025: $40.1BQ2 2025: $41.3BQ3 2025: $43.3BQ4 2025: $47.2BQ1 2026: $42.7BQ2 2026: $46.7B
Institutions holding TFC and their total value by quarter
QuarterHoldersValue
Q2 20261,707$46.7B
Q1 20261,648$42.7B
Q4 20251,669$47.2B
Q3 20251,562$43.3B
Q2 20251,549$41.3B
Q1 20251,558$40.1B
Q4 20241,569$42.1B
Q3 20241,480$41.2B
Q2 20241,424$37.8B
Q1 20241,423$36.9B
Q4 20231,399$35.2B
Q3 20231,272$26.7B
Q2 20231,311$29.2B
Q1 20231,399$33.1B
Q4 20221,491$42.2B
Q3 20221,427$42.6B
Q2 20221,449$46.4B
Q1 20221,508$55.6B
Q4 20211,488$56.9B
Q3 20211,387$57.2B
Q2 20211,353$53.5B
Q1 20211,376$57.3B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q1 2021.

Institutions holding TFC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Hunter Associates Investment Management LLC0$00.00%−4,442−100.0%Sold out
Harbor Financial Services, LLC0$00.00%−4,297−100.0%Sold out
Lebenthal Global Advisors, LLC0$00.00%−4,289−100.0%Sold out
Koss-Olinger Consulting, LLC0$00.00%−4,059−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−4,034−100.0%Sold out
RMB Capital Management, LLC0$00.00%−4,016−100.0%Sold out
Washington Trust Bank0$00.00%−3,981−100.0%Sold out
Roanoke Asset Management Corp0$00.00%−3,947−100.0%Sold out
Athanor Capital, LP0$00.00%−3,948−100.0%Sold out
CCG Wealth Management, LLC0$00.00%−3,834−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,811−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−3,682−100.0%Sold out
ERTS Wealth Advisors, LLC0$00.00%−3,624−100.0%Sold out
Chartist Inc0$00.00%−3,599−100.0%Sold out
Greatmark Investment Partners, Inc.0$00.00%−3,561−100.0%Sold out
Ssi Investment Management LLC0$00.00%−3,515−100.0%Sold out
Landmark Financial Advisors, LLC0$00.00%−3,537−100.0%Sold out
Cooper/Haims Advisors, LLC0$00.00%−3,539−100.0%Sold out
Private Asset Management Inc0$00.00%−3,511−100.0%Sold out
Apriem Advisors0$00.00%−3,519−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,493−100.0%Sold out
Harbor Advisors LLC0$00.00%−3,500−100.0%Sold out
Wells Trecaso Financial Group, LLC0$00.00%−3,500−100.0%Sold out
Brown Miller Wealth Management, LLC0$00.00%−3,503−100.0%Sold out
Northside Capital Management, LLC0$00.00%−3,485−100.0%Sold out
F/M Investments LLC0$00.00%−3,474−100.0%Sold out
WMS Partners, LLC0$00.00%−3,456−100.0%Sold out
Diligent Investors, LLC0$00.00%−3,467−100.0%Sold out
Tranquility Partners, LLC0$00.00%−3,440−100.0%Sold out
Carderock Capital Management Inc0$00.00%−3,437−100.0%Sold out
Samalin Investment Counsel, LLC0$00.00%−3,441−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−3,184−100.0%Sold out
Abundance Wealth Counselors0$00.00%−3,108−100.0%Sold out
Monetary Management Group Inc0$00.00%−2,218−100.0%Sold out
Allred Capital Management, LLC0$00.00%−1,745−100.0%Sold out
Retirement Group, LLC0$00.00%−1,662−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−2,561−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−1,374−100.0%Sold out
Cardinal Capital Management, Inc.0$00.00%−1,300−100.0%Sold out
RMR Wealth Builders0$00.00%−1,253−100.0%Sold out
MPS Loria Financial Planners, LLC0$00.00%−941−100.0%Sold out
Sun Life Financial INC0$00.00%−789−100.0%Sold out
RWM Asset Management, LLC0$00.00%−638−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−518−100.0%Sold out
Archer Investment Corp0$00.00%−312−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−295−100.0%Sold out
Valley Brook Capital Group0$00.00%−240−100.0%Sold out
Endurance Wealth Management, Inc.0$00.00%−210−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−180−100.0%Sold out
Wealthcare Capital Management LLC0$00.00%−160−100.0%Sold out
Hanson & Doremus Investment Management0$00.00%−78−100.0%Sold out
Center for Financial Planning, Inc.0$00.00%−71−100.0%Sold out
Costello Asset Management, INC0$00.00%−56−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−55−100.0%Sold out
FIL Ltd0$00.00%−5−100.0%Sold out
Amundi Asset Management US, Inc.––––Not filed
Flippin Bruce & Porter Inc––––Not filed
Schafer Cullen Capital Management Inc––––Not filed
Camden National Bank––––Not filed
Bokf, NA––––Not filed
Rikoon Group, LLC––––Not filed
BBVA USA Bancshares, Inc.––––Not filed
WealthStone, Inc.––––Not filed
Israel Discount Bank of New York––––Not filed
TCF National Bank––––Not filed
Pathway Financial Advisors LLC––––Not filed
Sullivan, Bruyette, Speros & Blaney, LLC––––Not filed
MBL Wealth, LLC––––Not filed
Pinnacle Advisory Group, Inc.––––Not filed
Stewardship Financial Advisors, LLC––––Not filed
Swaine & Leidel Wealth Services, LLC––––Not filed
Tompkins Financial Corp––––Not filed
CSat Investment Advisory, L.P.––––Not filed