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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 159,033 | $8.83M | 0.48% | +2,122+1.4% | Added |
| Investment Management Corp of Ontario | 159,000 | $8.82M | 0.38% | 00.0% | Unchanged |
| Twinbeech Capital LP | 158,567 | $8.80M | 1.07% | +86,117+118.9% | Added |
| Tdam USA Inc. | 161,406 | $8.79M | 0.54% | +12,084+8.1% | Added |
| Brinker Capital Investments, LLC | 157,377 | $8.73M | 0.12% | +5,165+3.4% | Added |
| Chemung Canal Trust Co | 157,160 | $8.72M | 1.67% | +3,936+2.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 156,814 | $8.70M | 0.79% | +3,207+2.1% | Added |
| Rothschild Investment Corp | 152,436 | $8.46M | 0.67% | +31,820+26.4% | Added |
| Hartford Investment Management Co | 148,899 | $8.26M | 0.21% | −3,636−2.4% | Reduced |
| Engineers Gate Manager LP | 146,263 | $8.12M | 0.52% | +33,093+29.2% | Added |
| Oppenheimer & Co Inc | 144,902 | $8.04M | 0.14% | −1,800−1.2% | Reduced |
| Fort Washington Investment Advisors Inc | 142,639 | $7.92M | 0.07% | −600.0% | Reduced |
| Virginia Retirement Systems Et Al | 142,400 | $7.90M | 0.08% | −8,100−5.4% | Reduced |
| Flputnam Investment Management Co | 141,474 | $7.85M | 0.27% | +37,291+35.8% | Added |
| Cresset Asset Management, LLC | 141,449 | $7.85M | 0.11% | −82,052−36.7% | Reduced |
| Lockheed Martin Investment Management Co | 140,794 | $7.81M | 0.41% | −380,750−73.0% | Reduced |
| tru Independence LLC | 138,762 | $7.70M | 2.27% | +299+0.2% | Added |
| Taylor Wealth Management Partners | 138,434 | $7.68M | 2.71% | −3,232−2.3% | Reduced |
| Alpha Omega Wealth Management LLC | 136,283 | $7.56M | 1.24% | −4,762−3.4% | Reduced |
| Linscomb & Williams, Inc. | 135,024 | $7.49M | 0.38% | +4,875+3.7% | Added |
| Argent Trust Co | 134,714 | $7.48M | 0.49% | +9,406+7.5% | Added |
| First Republic Investment Management, Inc. | 134,444 | $7.46M | 0.02% | +19,032+16.5% | Added |
| Nissay Asset Management Corp | 134,341 | $7.46M | 0.07% | +6,853+5.4% | Added |
| Hyman Charles D | 131,702 | $7.31M | 0.51% | −1,750−1.3% | Reduced |
| AXA S.A. | 129,267 | $7.17M | 0.02% | +1,320+1.0% | Added |
| Icon Wealth Partners, LLC | 129,179 | $7.17M | 0.77% | +18,511+16.7% | Added |
| Advisory Services Network, LLC | 128,892 | $7.15M | 0.23% | +7,280+6.0% | Added |
| ExodusPoint Capital Management, LP | 128,572 | $7.14M | 0.11% | −21,360−14.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 127,671 | $7.08M | 0.01% | −11,204−8.1% | Reduced |
| Camden National Bank | 126,357 | $7.01M | 1.32% | −5,443−4.1% | Reduced |
| Keybank National Association | 126,199 | $7.00M | 0.03% | −2,539−2.0% | Reduced |
| Kestra Advisory Services, LLC | 125,640 | $6.97M | 0.08% | +11,203+9.8% | Added |
| German American Bancorp, Inc. | 125,342 | $6.96M | 1.10% | +125,342 | New |
| Colonial Trust Advisors | 124,883 | $6.93M | 0.85% | −560−0.4% | Reduced |
| Maryland Capital Management | 124,781 | $6.93M | 0.42% | +61,830+98.2% | Added |
| TD Private Client Wealth LLC | 122,542 | $6.80M | 0.29% | +5,400+4.6% | Added |
| Profund Advisors LLC | 122,280 | $6.79M | 0.23% | +73,772+152.1% | Added |
| Biondo Investment Advisors, LLC | 120,914 | $6.76M | 1.16% | +5,166+4.5% | Added |
| Sandy Spring Bank | 121,258 | $6.73M | 0.36% | +258+0.2% | Added |
| Oakwood Capital Management LLC | 118,699 | $6.59M | 1.70% | +796+0.7% | Added |
| Westpac Banking Corp | 118,609 | $6.58M | 0.07% | +2,190+1.9% | Added |
| Terry L. Blaker | 118,138 | $6.56M | 0.43% | +1,436+1.2% | Added |
| Keating Investment Counselors Inc | 117,095 | $6.50M | 2.98% | −17,495−13.0% | Reduced |
| Securian Asset Management, Inc | 113,420 | $6.29M | 0.13% | −805−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 112,378 | $6.24M | 0.07% | +922+0.8% | Added |
| First Horizon Advisors, Inc. | 112,115 | $6.22M | 0.34% | +2,683+2.5% | Added |
| Smith, Salley & Associates | 112,040 | $6.22M | 0.50% | +1,747+1.6% | Added |
| ING Groep NV | 110,453 | $6.13M | 0.10% | +21,255+23.8% | Added |
| Westover Capital Advisors, LLC | 110,376 | $6.13M | 1.97% | −2,217−2.0% | Reduced |
| Cetera Advisor Networks LLC | 110,145 | $6.11M | 0.09% | +41,048+59.4% | Added |
| FinTrust Capital Advisors, LLC | 109,887 | $6.10M | 1.61% | −1,050−0.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 108,660 | $6.03M | 0.12% | −9,554−8.1% | Reduced |
| Opus Investment Management Inc | 108,100 | $6.00M | 0.90% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 106,105 | $5.97M | 0.30% | −1,172−1.1% | Reduced |
| Eastern Bank | 105,885 | $5.88M | 0.29% | +1,388+1.3% | Added |
| MML Investors Services, LLC | 105,410 | $5.85M | 0.05% | +2,275+2.2% | Added |
| Ingalls & Snyder LLC | 105,239 | $5.84M | 0.26% | −802−0.8% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 104,912 | $5.82M | 1.88% | −1,500−1.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 104,886 | $5.82M | 0.14% | +64,051+156.9% | Added |
| Whittier Trust Co of Nevada Inc | 104,582 | $5.80M | 0.24% | −804−0.8% | Reduced |
| Parkside Investments, LLC | 104,286 | $5.79M | 1.11% | −2,265−2.1% | Reduced |
| Old National Bancorp | 103,510 | $5.75M | 0.21% | −15,333−12.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 103,295 | $5.73M | 0.05% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 102,293 | $5.68M | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 101,954 | $5.66M | 0.06% | +13,543+15.3% | Added |
| Maryland State Retirement & Pension System | 103,108 | $5.61M | 0.18% | −74−0.1% | Reduced |
| USS Investment Management Ltd | 100,200 | $5.56M | 0.04% | −70,900−41.4% | Reduced |
| Am Investment Strategies LLC | 100,194 | $5.56M | 1.43% | −523−0.5% | Reduced |
| First Citizens Bank & Trust Co | 99,447 | $5.52M | 0.26% | −1,589−1.6% | Reduced |
| Diversified Trust Co | 98,384 | $5.46M | 0.20% | −5,770−5.5% | Reduced |
| Tredje AP-fonden | 97,802 | $5.43M | 0.11% | 00.0% | Unchanged |
| AE Wealth Management LLC | 96,317 | $5.35M | 0.05% | +23,285+31.9% | Added |
| Pinebridge Investments, L.P. | 96,115 | $5.33M | 0.06% | −1,480−1.5% | Reduced |
| Seven Eight Capital, LP | 95,053 | $5.28M | 0.74% | +24,753+35.2% | Added |
| Atria Investments LLC | 95,036 | $5.27M | 0.10% | +12,778+15.5% | Added |
| Usca Ria LLC | 94,996 | $5.27M | 0.32% | +1,987+2.1% | Added |
| Elo Mutual Pension Insurance Co | 94,699 | $5.26M | 0.17% | −2,559−2.6% | Reduced |
| Ibex Wealth Advisors | 94,514 | $5.25M | 1.05% | +94,514 | New |
| Farmers Trust Co | 93,895 | $5.21M | 1.15% | −3,306−3.4% | Reduced |
| Moody National Bank Trust Division | 93,339 | $5.18M | 0.11% | −316−0.3% | Reduced |
| Candriam Luxembourg S.C.A. | 93,260 | $5.18M | 0.04% | +7,667+9.0% | Added |
| Cardinal Capital Management | 92,690 | $5.14M | 1.09% | +423+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 91,333 | $5.07M | 0.01% | +32,553+55.4% | Added |
| Snow Capital Management LP | 90,765 | $5.04M | 0.72% | +11,950+15.2% | Added |
| Shelton Capital Management | 90,400 | $5.02M | 0.19% | +52,801+140.4% | Added |
| New Mexico Educational Retirement Board | 89,788 | $4.98M | 0.17% | +4,600+5.4% | Added |
| Alexandria Capital, LLC | 89,316 | $4.96M | 0.46% | +2,666+3.1% | Added |
| Bragg Financial Advisors, Inc | 87,785 | $4.87M | 0.31% | +2,648+3.1% | Added |
| Equitable Trust Co | 87,648 | $4.86M | 0.31% | −30,839−26.0% | Reduced |
| Crossmark Global Holdings, Inc. | 86,301 | $4.79M | 0.11% | +9,063+11.7% | Added |
| Capital Insight Partners, LLC | 85,982 | $4.77M | 1.08% | +22,032+34.5% | Added |
| American National Insurance Co | 85,685 | $4.76M | 0.18% | −140−0.2% | Reduced |
| Crestline Management, LP | 85,000 | $4.72M | 0.41% | +85,000 | New |
| Bridge Creek Capital Management LLC | 84,810 | $4.71M | 1.77% | −1,610−1.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 84,543 | $4.69M | 0.11% | −443−0.5% | Reduced |
| Louisiana State Employees Retirement System | 83,800 | $4.65M | 0.11% | +300+0.4% | Added |
| YHB Investment Advisors, Inc. | 83,797 | $4.65M | 0.40% | +1,779+2.2% | Added |
| Jones Financial Companies LLLP | 83,533 | $4.64M | 0.01% | +5,071+6.5% | Added |
| Leavell Investment Management, Inc. | 78,867 | $4.60M | 0.37% | 00.0% | Unchanged |
| Pendal Group Limited | 82,826 | $4.60M | 0.04% | +2,684+3.3% | Added |