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 |
|---|---|---|---|---|---|
| Cape Cod Five Cents Savings Bank | 81,892 | $4.54M | 0.47% | −1,650−2.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 81,757 | $4.54M | 1.02% | −106−0.1% | Reduced |
| Cerity Partners LLC | 81,421 | $4.52M | 0.10% | −1,518−1.8% | Reduced |
| AlphaCrest Capital Management LLC | 81,431 | $4.52M | 0.19% | +50,931+167.0% | Added |
| Richard Bernstein Advisors LLC | 81,102 | $4.50M | 0.09% | +81,102 | New |
| Capital International Sarl | 80,820 | $4.49M | 0.39% | +6,015+8.0% | Added |
| Concord Wealth Partners | 80,652 | $4.48M | 1.28% | +3,697+4.8% | Added |
| Pacer Advisors, Inc. | 80,479 | $4.47M | 0.06% | +1,563+2.0% | Added |
| Corient Capital Partners, LLC | 80,239 | $4.45M | 0.33% | +14,090+21.3% | Added |
| Huber Capital Management LLC | 79,863 | $4.43M | 1.13% | +5,100+6.8% | Added |
| Alberta Investment Management Corp | 79,600 | $4.42M | 0.04% | +79,600 | New |
| Umb Bank N A | 79,529 | $4.41M | 0.10% | −2,655−3.2% | Reduced |
| Kentucky Retirement Systems | 78,312 | $4.35M | 0.21% | −5,315−6.4% | Reduced |
| Reliant Investment Management, LLC | 77,950 | $4.33M | 1.99% | +220+0.3% | Added |
| Parsec Financial Management, Inc. | 77,818 | $4.32M | 0.20% | −13,307−14.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 77,811 | $4.32M | 0.72% | +8,513+12.3% | Added |
| Eudaimonia Partners, LLC | 77,764 | $4.32M | 0.81% | +503+0.7% | Added |
| Edgestream Partners, L.P. | 77,128 | $4.28M | 0.25% | −267,658−77.6% | Reduced |
| Griffin Asset Management, Inc. | 76,142 | $4.23M | 0.51% | −2,825−3.6% | Reduced |
| First National Trust Co | 75,969 | $4.22M | 0.26% | −1,474−1.9% | Reduced |
| Wealthfront Advisers LLC | 75,733 | $4.20M | 0.02% | +9,213+13.8% | Added |
| Arbor Investment Advisors, LLC | 74,983 | $4.16M | 0.88% | −288−0.4% | Reduced |
| Xponance, Inc. | 74,293 | $4.12M | 0.08% | +16,647+28.9% | Added |
| LaFleur & Godfrey LLC | 74,083 | $4.11M | 0.59% | +5,024+7.3% | Added |
| Daiwa Securities Group Inc. | 73,114 | $4.06M | 0.03% | +3,322+4.8% | Added |
| Covington Capital Management | 72,794 | $4.04M | 0.16% | +71,969+8,723.5% | Added |
| Edmond de Rothschild Holding S.A. | 72,640 | $4.03M | 0.09% | +6,559+9.9% | Added |
| United Bank | 72,194 | $4.01M | 2.70% | −2,928−3.9% | Reduced |
| Quadrature Capital Ltd | 72,155 | $4.00M | 0.15% | +46,350+179.6% | Added |
| Thompson Siegel & Walmsley LLC | 72,047 | $4.00M | 0.05% | −1,160−1.6% | Reduced |
| Kavar Capital Partners Group, LLC | 71,646 | $3.98M | 0.96% | +1,061+1.5% | Added |
| Hantz Financial Services, Inc. | 71,507 | $3.97M | 0.15% | +6,057+9.3% | Added |
| Parallax Volatility Advisers, L.P. | 70,595 | $3.92M | 0.05% | +61,257+656.0% | Added |
| Level Four Advisory Services, LLC | 70,337 | $3.90M | 0.27% | +5,211+8.0% | Added |
| Trustmark National Bank Trust Department | 69,579 | $3.86M | 0.31% | −1,609−2.3% | Reduced |
| Signature Wealth Management Group | 69,515 | $3.86M | 2.15% | −964−1.4% | Reduced |
| Parcion Private Wealth LLC | 69,195 | $3.84M | 0.38% | +150+0.2% | Added |
| Culbertson A N & Co Inc | 69,024 | $3.83M | 0.80% | +95+0.1% | Added |
| Jaffetilchin Investment Partners, LLC | 73,876 | $3.83M | 0.26% | +36,386+97.1% | Added |
| PGGM Investments | 68,585 | $3.81M | 0.02% | +58,722+595.4% | Added |
| People's United Financial, Inc. | 67,837 | $3.77M | 0.08% | +5,629+9.0% | Added |
| River Wealth Advisors LLC | 66,870 | $3.71M | 0.65% | −2,625−3.8% | Reduced |
| Salem Capital Management Inc | 66,675 | $3.70M | 2.03% | +7,101+11.9% | Added |
| Hallmark Capital Management Inc | 66,555 | $3.69M | 0.31% | +6,411+10.7% | Added |
| Citizens Business Bank | 66,525 | $3.69M | 0.49% | +42,030+171.6% | Added |
| Meeder Asset Management Inc | 66,482 | $3.69M | 0.17% | +99+0.1% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 65,487 | $3.63M | 0.05% | +1,104+1.7% | Added |
| Coastline Trust Co | 64,749 | $3.59M | 0.44% | +1,315+2.1% | Added |
| Marco Investment Management LLC | 64,439 | $3.58M | 0.42% | +11,775+22.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 64,387 | $3.57M | 0.57% | −527−0.8% | Reduced |
| Goelzer Investment Management, Inc. | 64,217 | $3.56M | 0.30% | +21,091+48.9% | Added |
| Brooks, Moore & Associates, Inc. | 64,113 | $3.56M | 2.27% | +3,015+4.9% | Added |
| Anchor Investment Management, LLC | 63,854 | $3.54M | 0.49% | +835+1.3% | Added |
| Providence Capital Advisors, LLC | 63,733 | $3.54M | 1.15% | +7,900+14.1% | Added |
| Verdence Capital Advisors LLC | 63,269 | $3.51M | 0.49% | −461−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 62,844 | $3.49M | 0.04% | +3,811+6.5% | Added |
| SG Americas Securities, LLC | 62,779 | $3.48M | 0.02% | −31,458−33.4% | Reduced |
| Benson Investment Management Company, Inc. | 62,590 | $3.47M | 1.77% | +1,420+2.3% | Added |
| Bremer Bank National Association | 62,478 | $3.47M | 0.74% | +2,498+4.2% | Added |
| Twin Tree Management, LP | 62,005 | $3.44M | 0.10% | +62,005 | New |
| Tower Research Capital LLC (TRC) | 61,697 | $3.42M | 0.09% | −62,850−50.5% | Reduced |
| Bray Capital Advisors | 61,229 | $3.40M | 0.87% | +1,291+2.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 61,072 | $3.39M | 0.06% | −10.0% | Reduced |
| Old Point Trust & Financial Services N A | 60,789 | $3.37M | 1.49% | −1,350−2.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 60,655 | $3.37M | 0.14% | +1,875+3.2% | Added |
| Sequoia Financial Advisors, LLC | 59,453 | $3.30M | 0.12% | +12,104+25.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 59,091 | $3.28M | 0.68% | +1,404+2.4% | Added |
| Souders Financial Advisors | 59,035 | $3.28M | 1.10% | −9,296−13.6% | Reduced |
| Weather Gauge Advisory, LLC | 58,722 | $3.26M | 3.79% | −963−1.6% | Reduced |
| Peloton Wealth Strategists | 58,700 | $3.26M | 1.34% | +9,985+20.5% | Added |
| Security National Trust Co | 58,155 | $3.23M | 0.72% | +14,790+34.1% | Added |
| Capital Investment Counsel, Inc | 58,125 | $3.23M | 0.72% | −350−0.6% | Reduced |
| Old North State Trust, LLC | 57,976 | $3.22M | 2.43% | +903+1.6% | Added |
| Continental Advisors LLC | 57,706 | $3.20M | 2.27% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 57,690 | $3.20M | 0.71% | +130+0.2% | Added |
| Cornercap Investment Counsel Inc | 57,049 | $3.17M | 0.35% | −2,160−3.6% | Reduced |
| E. Ohman J:or Asset Management AB | 57,000 | $3.16M | 0.10% | +1,500+2.7% | Added |
| BBVA USA | 56,982 | $3.16M | 0.18% | +56,982 | New |
| Welch Group, LLC | 56,517 | $3.14M | 0.21% | +5,080+9.9% | Added |
| Cornerstone Wealth Group, LLC | 59,746 | $3.12M | 0.64% | +4,128+7.4% | Added |
| Marotta Asset Management | 55,313 | $3.11M | 0.75% | −4,355−7.3% | Reduced |
| Shell Asset Management Co | 55,938 | $3.10M | 0.06% | −33,972−37.8% | Reduced |
| Mercer Global Advisors Inc | 55,755 | $3.09M | 0.02% | +15,285+37.8% | Added |
| McMillion Capital Management Inc | 55,390 | $3.07M | 1.68% | −3,409−5.8% | Reduced |
| GWM Advisors LLC | 55,219 | $3.06M | 0.08% | +21,427+63.4% | Added |
| RKL Wealth Management LLC | 55,095 | $3.06M | 0.39% | +651+1.2% | Added |
| Azimuth Capital Management LLC | 54,599 | $3.03M | 0.13% | +791+1.5% | Added |
| Centiva Capital, LP | 54,431 | $3.02M | 0.24% | +54,431 | New |
| Trust Co of Vermont | 54,250 | $3.01M | 0.21% | +731+1.4% | Added |
| Nicholas Hoffman & Company, LLC. | 54,041 | $3.00M | 0.54% | +51+0.1% | Added |
| North Star Investment Management Corp. | 54,022 | $3.00M | 0.24% | +135+0.3% | Added |
| Aptus Capital Advisors, LLC | 53,547 | $2.97M | 0.14% | +887+1.7% | Added |
| Welch & Forbes LLC | 53,527 | $2.97M | 0.05% | −315−0.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 53,079 | $2.95M | 0.28% | +3,049+6.1% | Added |
| Fiduciary Trust Co | 52,939 | $2.94M | 0.06% | +3,752+7.6% | Added |
| First American Bank | 52,918 | $2.94M | 0.17% | +1,547+3.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 52,725 | $2.93M | 0.11% | −450−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 52,672 | $2.92M | 0.21% | +1,383+2.7% | Added |
| Twin Capital Management Inc | 52,387 | $2.91M | 0.27% | +11,020+26.6% | Added |
| Atlantic Union Bankshares Corp | 52,358 | $2.91M | 0.28% | +221+0.4% | Added |