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 |
|---|---|---|---|---|---|
| InterOcean Capital Group, LLC | 32,574 | $1.81M | 0.09% | +194+0.6% | Added |
| X-Square Capital, LLC | 32,525 | $1.80M | 0.85% | +7,223+28.5% | Added |
| Csenge Advisory Group | 31,454 | $1.77M | 0.16% | −2,734−8.0% | Reduced |
| Dean Investment Associates, LLC | 31,821 | $1.77M | 0.33% | −540−1.7% | Reduced |
| Plimoth Trust Co LLC | 31,822 | $1.77M | 0.50% | −470−1.5% | Reduced |
| Tandem Investment Advisors, Inc. | 31,669 | $1.76M | 0.15% | +2,169+7.4% | Added |
| SeaCrest Wealth Management, LLC | 31,483 | $1.75M | 0.21% | +1,095+3.6% | Added |
| WealthShield Partners, LLC | 31,306 | $1.74M | 0.27% | −88−0.3% | Reduced |
| Geneos Wealth Management Inc. | 31,012 | $1.74M | 0.07% | −27,709−47.2% | Reduced |
| BP PLC | 31,272 | $1.74M | 0.07% | −13,781−30.6% | Reduced |
| Northwest & Ethical Investments L.P. | 31,163 | $1.73M | 0.06% | −96,819−75.7% | Reduced |
| Trexquant Investment LP | 31,106 | $1.73M | 0.15% | +7,521+31.9% | Added |
| Loomis Sayles & Co L P | 30,908 | $1.72M | 0.00% | +5,389+21.1% | Added |
| Founders Financial Alliance, LLC | 30,829 | $1.71M | 0.78% | +549+1.8% | Added |
| Regentatlantic Capital LLC | 30,687 | $1.70M | 0.05% | +7,913+34.7% | Added |
| Dividend Assets Capital, LLC | 30,366 | $1.69M | 0.33% | 00.0% | Unchanged |
| Rede Wealth, LLC | 30,273 | $1.68M | 0.90% | +20.0% | Added |
| Bard Financial Services, Inc. | 29,755 | $1.65M | 0.15% | −6,350−17.6% | Reduced |
| Moneta Group Investment Advisors LLC | 29,694 | $1.65M | 0.08% | +613+2.1% | Added |
| WealthPLAN Partners, LLC | 27,673 | $1.63M | 0.11% | +27,673 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 29,282 | $1.63M | 0.40% | +429+1.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 29,022 | $1.61M | 0.02% | −82,296−73.9% | Reduced |
| Panagora Asset Management Inc | 29,017 | $1.61M | 0.01% | +571+2.0% | Added |
| Venture Visionary Partners LLC | 28,640 | $1.59M | 0.13% | +5,448+23.5% | Added |
| Partners in Financial Planning | 28,692 | $1.59M | 0.50% | +28,692 | New |
| Headinvest, LLC | 28,614 | $1.59M | 0.30% | +14,777+106.8% | Added |
| City Holding Co | 28,548 | $1.58M | 0.28% | −9,888−25.7% | Reduced |
| Game Creek Capital, LP | 28,500 | $1.58M | 0.85% | −4,125−12.6% | Reduced |
| Banque Cantonale Vaudoise | 28,200 | $1.56M | 0.07% | −1,760−5.9% | Reduced |
| United Asset Strategies, Inc. | 28,037 | $1.56M | 0.21% | +1,068+4.0% | Added |
| National Asset Management, Inc. | 27,686 | $1.55M | 0.05% | +5,226+23.3% | Added |
| Siemens Fonds Invest GmbH | 27,881 | $1.55M | 0.18% | +3,396+13.9% | Added |
| MTM Investment Management, LLC | 27,533 | $1.53M | 0.80% | +1,009+3.8% | Added |
| American Portfolios Advisors | 27,480 | $1.53M | 0.06% | −1,487−5.1% | Reduced |
| Snowden Capital Advisors LLC | 27,368 | $1.52M | 0.08% | +2,625+10.6% | Added |
| New England Research & Management, Inc. | 27,359 | $1.52M | 0.79% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 27,230 | $1.51M | 0.18% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 27,205 | $1.51M | 0.38% | +23,878+717.7% | Added |
| HNP Capital LLC | 27,205 | $1.51M | 0.40% | +27,205 | New |
| Investors Asset Management of Georgia Inc | 27,177 | $1.51M | 0.81% | −590−2.1% | Reduced |
| Wolverine Trading, LLC | 27,156 | $1.50M | 0.04% | −5,746−17.5% | Reduced |
| Cetera Investment Advisers | 27,019 | $1.50M | 0.02% | +3,457+14.7% | Added |
| Trust Co of Virginia | 26,981 | $1.49M | 0.16% | −574−2.1% | Reduced |
| CNB Bank | 26,655 | $1.48M | 0.92% | +1,895+7.7% | Added |
| Veriti Management LLC | 26,622 | $1.48M | 0.22% | +4,870+22.4% | Added |
| Central Trust Co | 26,517 | $1.47M | 0.05% | −220−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 26,508 | $1.47M | 0.03% | +2,401+10.0% | Added |
| Investors Research Corp | 26,382 | $1.46M | 0.51% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 26,268 | $1.46M | 0.21% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 26,240 | $1.46M | 0.05% | −4,001−13.2% | Reduced |
| Aull & Monroe Investment Management Corp | 25,954 | $1.44M | 0.68% | 00.0% | Unchanged |
| RBF Capital, LLC | 25,900 | $1.44M | 0.08% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 25,793 | $1.43M | 0.11% | +2,222+9.4% | Added |
| Capital Asset Advisory Services LLC | 25,555 | $1.42M | 0.16% | +68+0.3% | Added |
| Wealthcare Advisory Partners LLC | 25,120 | $1.39M | 0.09% | −2,487−9.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 25,074 | $1.39M | 0.47% | +57+0.2% | Added |
| Stratos Wealth Advisors, LLC | 25,052 | $1.39M | 0.12% | −4,200−14.4% | Reduced |
| Beacon Pointe Advisors, LLC | 24,820 | $1.38M | 0.05% | +15,487+165.9% | Added |
| First Midwest Bank Trust Division | 24,610 | $1.37M | 0.18% | −3,660−12.9% | Reduced |
| Kestra Private Wealth Services, LLC | 24,550 | $1.36M | 0.08% | −1,001−3.9% | Reduced |
| True North Advisors, LLC | 24,478 | $1.36M | 0.28% | +134+0.6% | Added |
| Fortem Financial Group, LLC | 24,355 | $1.35M | 0.69% | +1,123+4.8% | Added |
| Pathstone Family Office, LLC | 24,238 | $1.34M | 0.04% | +1,799+8.0% | Added |
| Moors & Cabot, Inc. | 24,135 | $1.34M | 0.09% | −114−0.5% | Reduced |
| Global Retirement Partners, LLC | 24,032 | $1.33M | 0.14% | +1,496+6.6% | Added |
| Glenview Trust Co | 23,945 | $1.33M | 0.05% | +259+1.1% | Added |
| Mission Creek Capital Partners, Inc. | 23,934 | $1.33M | 0.21% | −638−2.6% | Reduced |
| Stratos Wealth Partners, LTD. | 23,541 | $1.31M | 0.03% | −3,195−12.0% | Reduced |
| Van Eck Associates Corp | 23,406 | $1.30M | 0.00% | +346+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 23,356 | $1.30M | 0.03% | +446+1.9% | Added |
| Homrich & Berg | 23,177 | $1.29M | 0.03% | +2,397+11.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 22,817 | $1.27M | 0.12% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 22,776 | $1.26M | 0.13% | −12,500−35.4% | Reduced |
| Aprio Wealth Management, LLC | 22,798 | $1.26M | 0.60% | +22,798 | New |
| Princeton Global Asset Management LLC | 22,728 | $1.26M | 0.38% | +1,090+5.0% | Added |
| Capital City Trust Co | 22,663 | $1.26M | 0.38% | −6,575−22.5% | Reduced |
| Vestcor Inc | 22,603 | $1.25M | 0.04% | −2,493−9.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,592 | $1.25M | 0.07% | +2,700+13.6% | Added |
| Laurion Capital Management LP | 22,534 | $1.25M | 0.02% | −355,717−94.0% | Reduced |
| Copeland Capital Management, LLC | 22,504 | $1.25M | 0.04% | −344−1.5% | Reduced |
| Prelude Capital Management, LLC | 22,508 | $1.25M | 0.07% | +22,508 | New |
| Wetherby Asset Management Inc | 22,472 | $1.25M | 0.08% | +798+3.7% | Added |
| Atticus Wealth Management, LLC | 22,450 | $1.25M | 0.54% | −20−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 22,309 | $1.24M | 0.19% | −6,246−21.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 22,275 | $1.24M | 0.06% | −176−0.8% | Reduced |
| First Hawaiian Bank | 22,236 | $1.23M | 0.05% | −5,119−18.7% | Reduced |
| Magnetar Financial LLC | 22,239 | $1.23M | 0.01% | +22,239 | New |
| Meridian Wealth Management, LLC | 22,214 | $1.23M | 0.16% | +1,256+6.0% | Added |
| Searle & Co. | 22,100 | $1.23M | 0.50% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 22,095 | $1.23M | 0.04% | +589+2.7% | Added |
| Boenning & Scattergood, Inc. | 21,997 | $1.22M | 0.21% | +10,212+86.7% | Added |
| BCS Wealth Management | 21,961 | $1.22M | 0.65% | −215−1.0% | Reduced |
| Pitcairn Co | 21,881 | $1.22M | 0.08% | −357−1.6% | Reduced |
| Comerica Securities,inc. | 21,878 | $1.21M | 0.09% | +674+3.2% | Added |
| QS Investors, LLC | 21,870 | $1.21M | 0.01% | +1,537+7.6% | Added |
| Unified Trust Company, N.A. | 21,717 | $1.21M | 0.36% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 21,583 | $1.20M | 0.03% | +554+2.6% | Added |
| Simmons Bank | 21,545 | $1.20M | 0.09% | +1,307+6.5% | Added |
| Hills Bank & Trust Co | 20,903 | $1.16M | 0.18% | +1,079+5.4% | Added |
| Atlas Capital Advisors LLC | 20,871 | $1.16M | 0.19% | −188−0.9% | Reduced |