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 |
|---|---|---|---|---|---|
| Selective Wealth Management, Inc. | 20,839 | $1.16M | 0.92% | −94−0.4% | Reduced |
| Lincoln National Corp | 20,827 | $1.16M | 0.02% | +2,186+11.7% | Added |
| Intrust Bank NA | 20,792 | $1.15M | 0.16% | −950−4.4% | Reduced |
| Wealth Alliance | 20,770 | $1.15M | 0.27% | −742−3.4% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 20,743 | $1.15M | 0.20% | +20,743 | New |
| USA Financial Portformulas Corp | 20,716 | $1.15M | 0.96% | +844+4.2% | Added |
| Bessemer Securities LLC | 20,378 | $1.13M | 0.44% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 20,348 | $1.13M | 0.01% | 00.0% | Unchanged |
| Ballast, Inc. | 20,195 | $1.12M | 0.47% | +3,235+19.1% | Added |
| Taylor Hoffman Wealth Management | 20,054 | $1.11M | 0.48% | +1,159+6.1% | Added |
| Clearstead Advisors, LLC | 19,946 | $1.11M | 0.09% | −28−0.1% | Reduced |
| West Paces Advisors Inc. | 19,576 | $1.09M | 0.40% | −2,264−10.4% | Reduced |
| Bank Ozk | 19,533 | $1.08M | 0.48% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 19,529 | $1.08M | 0.06% | +11,415+140.7% | Added |
| Sheets Smith Wealth Management | 19,287 | $1.07M | 0.14% | +794+4.3% | Added |
| Colony Group LLC | 19,141 | $1.06M | 0.02% | −878−4.4% | Reduced |
| Legacy Financial Advisors, Inc. | 19,132 | $1.06M | 0.27% | −588−3.0% | Reduced |
| Mason Investment Advisory Services, Inc. | 19,086 | $1.06M | 0.11% | −12,492−39.6% | Reduced |
| Ameritas Investment Partners, Inc. | 18,985 | $1.05M | 0.04% | −268−1.4% | Reduced |
| Lakeview Capital Partners, LLC | 18,754 | $1.04M | 0.46% | −287−1.5% | Reduced |
| CSS LLC | 18,618 | $1.03M | 0.05% | −3,000−13.9% | Reduced |
| Compton Capital Management Inc | 18,613 | $1.03M | 0.30% | −200−1.1% | Reduced |
| Paradigm Asset Management Co LLC | 18,500 | $1.03M | 0.26% | 00.0% | Unchanged |
| We Are One Seven, LLC | 18,393 | $1.02M | 0.14% | −30−0.2% | Reduced |
| Harbour Investments, Inc. | 18,309 | $1.02M | 0.03% | +23+0.1% | Added |
| Resources Investment Advisors, LLC. | 18,217 | $1.01M | 0.04% | +6,105+50.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,155 | $1.01M | 0.49% | −6,301−25.8% | Reduced |
| Achmea Investment Management B.V. | 18,142 | $1.01M | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 18,075 | $1.00M | 0.06% | +2,644+17.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 18,020 | $1.00M | 0.16% | −420−2.3% | Reduced |
| Cetera Advisors LLC | 17,929 | $995.0K | 0.02% | +1,557+9.5% | Added |
| Vontobel Holding Ltd. | 17,995 | $995.0K | 0.01% | +4,396+32.3% | Added |
| Greenwood Capital Associates LLC | 17,908 | $994.0K | 0.15% | +4,022+29.0% | Added |
| SeaBridge Investment Advisors LLC | 17,825 | $989.0K | 0.32% | +14+0.1% | Added |
| Investment Management of Virginia LLC | 17,828 | $989.0K | 0.19% | +1,037+6.2% | Added |
| Marcum Wealth, LLC | 17,779 | $987.0K | 0.16% | −181−1.0% | Reduced |
| Brookstone Capital Management | 18,015 | $986.0K | 0.02% | +11,243+166.0% | Added |
| Douglass Winthrop Advisors, LLC | 17,748 | $985.0K | 0.02% | −2,000−10.1% | Reduced |
| Fiduciary Group LLC | 18,010 | $983.0K | 0.11% | +863+5.0% | Added |
| Salomon & Ludwin, LLC | 17,515 | $972.0K | 0.15% | −101−0.6% | Reduced |
| Texas Yale Capital Corp. | 17,475 | $970.0K | 0.06% | 00.0% | Unchanged |
| Toroso Investments, LLC | 17,451 | $969.0K | 0.04% | +10,990+170.1% | Added |
| Wealthspire Advisors, LLC | 17,442 | $968.0K | 0.03% | −20,240−53.7% | Reduced |
| Argent Advisors, Inc. | 17,298 | $960.0K | 0.58% | +1,731+11.1% | Added |
| BHK Investment Advisors, LLC | 17,306 | $960.0K | 0.39% | −1,286−6.9% | Reduced |
| Nomura Holdings Inc | 17,260 | $958.0K | 0.01% | +11,554+202.5% | Added |
| Arvest Bank Trust Division | 17,155 | $952.0K | 0.05% | +2,027+13.4% | Added |
| Patton Albertson Miller Group, LLC | 17,023 | $945.0K | 0.22% | −3,554−17.3% | Reduced |
| Gabelli Funds LLC | 17,000 | $944.0K | 0.01% | −2,000−10.5% | Reduced |
| IHT Wealth Management, LLC | 16,930 | $940.0K | 0.06% | −1,566−8.5% | Reduced |
| Shepherd Financial Partners LLC | 16,918 | $939.0K | 0.18% | +792+4.9% | Added |
| Waldron Private Wealth LLC | 16,753 | $929.0K | 0.06% | −9,648−36.5% | Reduced |
| Mirova | 16,728 | $928.0K | 0.11% | +585+3.6% | Added |
| Jacobi Capital Management LLC | 16,660 | $925.0K | 0.12% | +306+1.9% | Added |
| TD Ameritrade Investment Management, LLC | 16,522 | $917.0K | 0.01% | +1,885+12.9% | Added |
| Optimum Investment Advisors | 16,427 | $912.0K | 0.28% | −518−3.1% | Reduced |
| Brighton Jones LLC | 16,370 | $909.0K | 0.05% | +119+0.7% | Added |
| Hudson Valley Investment Advisors Inc | 16,269 | $903.0K | 0.16% | −2,145−11.6% | Reduced |
| Park Avenue Securities LLC | 16,198 | $899.0K | 0.02% | −1,639−9.2% | Reduced |
| Novare Capital Management LLC | 16,093 | $893.0K | 0.10% | +524+3.4% | Added |
| Empirical Finance, LLC | 16,066 | $892.0K | 0.15% | +2,336+17.0% | Added |
| Trustcore Financial Services, LLC | 16,014 | $889.0K | 0.09% | +70.0% | Added |
| Caldwell Trust Co | 15,969 | $886.3K | 0.12% | +342+2.2% | Added |
| Hancock Whitney Corp | 15,782 | $876.0K | 0.03% | +8,276+110.3% | Added |
| Adams Chetwood Wealth Management LLC | 15,719 | $872.0K | 0.62% | −2,207−12.3% | Reduced |
| Canal Capital Management, LLC | 15,681 | $870.0K | 0.25% | −831−5.0% | Reduced |
| Modera Wealth Management, LLC | 15,646 | $868.0K | 0.05% | −588−3.6% | Reduced |
| Leisure Capital Management | 15,530 | $862.0K | 0.48% | +253+1.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,458 | $858.0K | 0.48% | −293−1.9% | Reduced |
| FLC Capital Advisors | 15,402 | $855.0K | 0.25% | 00.0% | Unchanged |
| NVWM, LLC | 15,213 | $844.0K | 0.30% | +348+2.3% | Added |
| Resources Management Corp | 15,200 | $844.0K | 0.12% | +1,061+7.5% | Added |
| Galibier Capital Management Ltd. | 15,147 | $841.0K | 0.11% | −248−1.6% | Reduced |
| Oak Associates, Ltd | 15,127 | $840.0K | 0.05% | −2,533−14.3% | Reduced |
| Cornerstone Management, Inc. | 14,952 | $829.8K | 0.22% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 14,941 | $829.0K | 0.47% | −65−0.4% | Reduced |
| Clarius Group, LLC | 14,877 | $826.0K | 0.07% | +166+1.1% | Added |
| Opus Capital Group, LLC | 14,656 | $813.0K | 0.18% | −1,222−7.7% | Reduced |
| William Blair Investment Management, LLC | 14,631 | $812.0K | 0.00% | +14,631 | New |
| Dynamic Advisor Solutions LLC | 14,587 | $810.0K | 0.06% | +4,246+41.1% | Added |
| Rehmann Capital Advisory Group | 14,588 | $809.6K | 0.08% | −16,515−53.1% | Reduced |
| Cypress Capital Group | 14,575 | $809.0K | 0.11% | −255−1.7% | Reduced |
| Private Trust Co NA | 14,434 | $801.0K | 0.12% | +526+3.8% | Added |
| New England Asset Management Inc | 14,440 | $801.0K | 0.01% | +12,100+517.1% | Added |
| Fort Sheridan Advisors LLC | 14,389 | $799.0K | 0.27% | +140+1.0% | Added |
| Ramiah Investment Group | 14,351 | $796.5K | 0.57% | −59−0.4% | Reduced |
| Ergoteles LLC | 14,303 | $794.0K | 0.02% | +14,303 | New |
| Dowling & Yahnke LLC | 14,223 | $789.0K | 0.05% | −384−2.6% | Reduced |
| Community Trust & Investment Co | 14,175 | $787.0K | 0.07% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 14,105 | $783.0K | 0.53% | +1,180+9.1% | Added |
| Westhampton Capital, LLC | 13,989 | $776.0K | 0.50% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,972 | $775.0K | 0.03% | +910+7.0% | Added |
| S&CO Inc | 13,894 | $771.0K | 0.06% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 13,799 | $766.0K | 0.17% | +60.0% | Added |
| Wedbush Securities Inc | 13,768 | $764.0K | 0.04% | +530+4.0% | Added |
| Wealth Alliance Advisory Group, LLC | 13,607 | $755.0K | 0.37% | −100−0.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,605 | $755.0K | 0.04% | +5,770+73.6% | Added |
| Lido Advisors, LLC | 13,579 | $754.0K | 0.02% | −6,699−33.0% | Reduced |
| Equitable Holdings, Inc. | 13,581 | $754.0K | 0.01% | +2,840+26.4% | Added |
| Carolinas Wealth Consulting LLC | 13,495 | $749.0K | 0.16% | +1,679+14.2% | Added |