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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 52,021 | $2.89M | 0.92% | +9,552+22.5% | Added |
| Triangle Securities Wealth Management | 51,894 | $2.88M | 0.97% | +60.0% | Added |
| Davis Selected Advisers | 51,632 | $2.87M | 0.01% | −22,852−30.7% | Reduced |
| Swarthmore Group Inc | 51,300 | $2.85M | 0.74% | +51,300 | New |
| Viking Fund Management LLC | 51,000 | $2.83M | 0.81% | 00.0% | Unchanged |
| South State Corp. | 50,965 | $2.83M | 0.24% | +4,393+9.4% | Added |
| Valley National Advisers Inc | 50,821 | $2.82M | 0.51% | +7,207+16.5% | Added |
| Signet Financial Management, LLC | 50,485 | $2.80M | 0.96% | +99+0.2% | Added |
| AMG National Trust Bank | 50,374 | $2.80M | 0.09% | −740−1.4% | Reduced |
| Cordasco Financial Network | 49,946 | $2.77M | 1.93% | −450−0.9% | Reduced |
| IVC Wealth Advisors LLC | 49,761 | $2.76M | 1.94% | −119−0.2% | Reduced |
| Hamel Associates, Inc. | 49,550 | $2.75M | 1.05% | +6,140+14.1% | Added |
| Patten Group, Inc. | 49,406 | $2.74M | 0.81% | +49+0.1% | Added |
| PRW Wealth Management LLC | 49,406 | $2.74M | 0.81% | +49,406 | New |
| Cornerstone Advisory, LLC | 49,121 | $2.73M | 0.46% | +25,250+105.8% | Added |
| Private Advisor Group, LLC | 48,963 | $2.72M | 0.02% | +7,440+17.9% | Added |
| Brown Brothers Harriman & Co | 48,631 | $2.70M | 0.02% | −3,464−6.6% | Reduced |
| Strategic Advisors LLC | 48,420 | $2.69M | 0.70% | −2,450−4.8% | Reduced |
| Teza Capital Management LLC | 48,408 | $2.69M | 0.44% | +35,392+271.9% | Added |
| Horizon Investments, LLC | 48,791 | $2.69M | 0.08% | −21,865−30.9% | Reduced |
| Ethic Inc. | 48,064 | $2.67M | 0.32% | +16,938+54.4% | Added |
| Lee Danner & Bass Inc | 47,812 | $2.65M | 0.24% | +384+0.8% | Added |
| Argyle Capital Management Inc. | 47,733 | $2.65M | 0.86% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 47,084 | $2.61M | 0.50% | +42,618+954.3% | Added |
| Advisor Partners LLC | 47,087 | $2.61M | 0.17% | +1,034+2.2% | Added |
| D.A. Davidson & Co. | 46,944 | $2.60M | 0.03% | +395+0.8% | Added |
| Stanley-Laman Group, Ltd. | 46,681 | $2.59M | 0.37% | +6,901+17.3% | Added |
| United Bank | 46,617 | $2.59M | 0.35% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 46,527 | $2.58M | 0.44% | +2,181+4.9% | Added |
| Semmax Financial Advisors Inc. | 46,391 | $2.58M | 0.82% | +1,891+4.2% | Added |
| ZWJ Investment Counsel Inc | 46,321 | $2.57M | 0.15% | −9,883−17.6% | Reduced |
| Veritable, L.P. | 45,918 | $2.55M | 0.04% | −1,947−4.1% | Reduced |
| Pearl River Capital, LLC | 45,746 | $2.54M | 0.70% | −15,933−25.8% | Reduced |
| Glenmede Trust Co NA | 43,635 | $2.42M | 0.01% | +3,144+7.8% | Added |
| Hengehold Capital Management LLC | 43,454 | $2.41M | 0.32% | +8,120+23.0% | Added |
| Moloney Securities Asset Management, LLC | 43,416 | $2.41M | 0.44% | +2,365+5.8% | Added |
| Whitener Capital Management, Inc. | 43,409 | $2.41M | 0.96% | +4,048+10.3% | Added |
| Holderness Investments Co | 43,051 | $2.39M | 0.79% | +1,374+3.3% | Added |
| Arcus Capital Partners, LLC | 42,371 | $2.35M | 1.10% | −746−1.7% | Reduced |
| CWA Asset Management Group, LLC | 41,548 | $2.34M | 0.19% | +22+0.1% | Added |
| Proquility Private Wealth Partners, LLC | 42,147 | $2.34M | 0.88% | +1,028+2.5% | Added |
| Buckhead Capital Management LLC | 42,101 | $2.34M | 0.52% | −1,237−2.9% | Reduced |
| Cigna Investments Inc | 42,016 | $2.33M | 0.17% | −6,397−13.2% | Reduced |
| Alaska Permanent Fund Corp | 42,000 | $2.33M | 0.04% | −15,000−26.3% | Reduced |
| Monument Capital Management | 41,547 | $2.31M | 0.80% | +41,547 | New |
| Heritage Trust Co | 41,330 | $2.29M | 0.33% | +2,159+5.5% | Added |
| Physicians Financial Services, Inc. | 41,292 | $2.29M | 0.94% | −1,157−2.7% | Reduced |
| Norinchukin Bank, The | 40,979 | $2.27M | 0.03% | −608−1.5% | Reduced |
| Kempner Capital Management Inc. | 40,262 | $2.23M | 1.27% | 00.0% | Unchanged |
| Everence Capital Management Inc | 40,180 | $2.23M | 0.18% | +7,480+22.9% | Added |
| Watchman Group, Inc. | 39,999 | $2.22M | 1.30% | −311−0.8% | Reduced |
| Salzhauer Michael | 39,990 | $2.22M | 1.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 39,768 | $2.21M | 0.38% | +1,448+3.8% | Added |
| Capital Investment Advisors, LLC | 39,306 | $2.18M | 0.08% | +3,575+10.0% | Added |
| Sompo Asset Management Co., Ltd. | 39,140 | $2.17M | 0.44% | −13,090−25.1% | Reduced |
| Silvant Capital Management LLC | 39,100 | $2.17M | 0.34% | +37,063+1,819.5% | Added |
| Icon Advisers Inc | 39,100 | $2.17M | 0.35% | +39,100 | New |
| Parsons Capital Management Inc | 39,085 | $2.17M | 0.17% | −150−0.4% | Reduced |
| Bowen Hanes & Co Inc | 38,915 | $2.16M | 0.07% | −100−0.3% | Reduced |
| Anchor Capital Advisors LLC | 38,859 | $2.16M | 0.04% | −1,510−3.7% | Reduced |
| Outfitter Financial LLC | 38,701 | $2.15M | 1.65% | +665+1.7% | Added |
| Cadence Bank NA | 38,474 | $2.14M | 0.64% | −971−2.5% | Reduced |
| Spire Wealth Management | 38,346 | $2.13M | 0.06% | +1,164+3.1% | Added |
| Citizens & Northern Corp | 38,307 | $2.13M | 0.80% | −2,261−5.6% | Reduced |
| HM Payson & Co | 38,216 | $2.12M | 0.05% | −801−2.1% | Reduced |
| Resonant Capital Advisors, LLC | 38,190 | $2.12M | 0.41% | +322+0.9% | Added |
| Neville Rodie & Shaw Inc | 38,048 | $2.11M | 0.16% | −1,700−4.3% | Reduced |
| Community Bank, N.A. | 38,017 | $2.11M | 0.25% | +295+0.8% | Added |
| IBM Retirement Fund | 37,885 | $2.10M | 0.16% | −8,076−17.6% | Reduced |
| Bayesian Capital Management, LP | 37,900 | $2.10M | 0.55% | +37,900 | New |
| Wealth Advisors of Tampa Bay, LLC | 37,809 | $2.10M | 1.17% | −1,236−3.2% | Reduced |
| Independence Bank of Kentucky | 37,744 | $2.10M | 0.93% | +1,796+5.0% | Added |
| Allstate Corp | 37,630 | $2.09M | 0.07% | −2,416−6.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 37,569 | $2.08M | 0.10% | −230−0.6% | Reduced |
| Blair William & Co | 37,215 | $2.06M | 0.01% | −15,810−29.8% | Reduced |
| Silvercrest Asset Management Group LLC | 36,588 | $2.03M | 0.01% | −2,101−5.4% | Reduced |
| J.W. Cole Advisors, Inc. | 36,547 | $2.03M | 0.16% | +7,420+25.5% | Added |
| Redpoint Investment Management Pty Ltd | 36,353 | $2.02M | 0.16% | +665+1.9% | Added |
| Banco de Sabadell, S.A | 36,012 | $2.00M | 1.33% | +10,631+41.9% | Added |
| Sit Investment Associates Inc | 35,505 | $1.97M | 0.05% | +5,010+16.4% | Added |
| Fulton Bank, N.A. | 35,324 | $1.96M | 0.09% | +290+0.8% | Added |
| Hedeker Wealth, LLC | 35,156 | $1.95M | 0.61% | +35,156 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 35,003 | $1.94M | 0.21% | −3,110−8.2% | Reduced |
| GHP Investment Advisors, Inc. | 34,721 | $1.93M | 0.16% | +285+0.8% | Added |
| Tiaa, FSB | 34,656 | $1.92M | 0.01% | +8,161+30.8% | Added |
| Banyan Capital Management, Inc. | 34,462 | $1.91M | 1.19% | −690−2.0% | Reduced |
| CAMG Solamere Management, LLC | 34,420 | $1.91M | 1.65% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 34,260 | $1.90M | 0.24% | −3,718−9.8% | Reduced |
| Capital International Inc | 34,196 | $1.90M | 0.02% | −10,418−23.4% | Reduced |
| Transform Wealth, LLC | 34,176 | $1.90M | 0.23% | +24,227+243.5% | Added |
| World Asset Management Inc | 34,016 | $1.89M | 0.17% | −1,985−5.5% | Reduced |
| Signaturefd, LLC | 33,992 | $1.89M | 0.08% | +1,768+5.5% | Added |
| St. Johns Investment Management Company, LLC | 33,510 | $1.86M | 1.01% | +293+0.9% | Added |
| Massmutual Trust Co FSB | 33,462 | $1.86M | 0.08% | +2,874+9.4% | Added |
| Zions Bancorporation, N.A. | 33,458 | $1.86M | 0.19% | +7,181+27.3% | Added |
| Bogart Wealth, LLC | 33,365 | $1.85M | 0.20% | +6,593+24.6% | Added |
| Steward Partners Investment Advisory, LLC | 33,174 | $1.84M | 0.03% | −4,936−13.0% | Reduced |
| MCF Advisors LLC | 32,972 | $1.83M | 0.19% | −638−1.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 32,877 | $1.82M | 0.04% | −728−2.2% | Reduced |
| Westwood Holdings Group Inc. | 32,790 | $1.82M | 0.02% | −22,551−40.7% | Reduced |