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 |
|---|---|---|---|---|---|
| Philadelphia Trust Co | 13,477 | $748.0K | 0.05% | −3,075−18.6% | Reduced |
| Voya Financial Advisors, Inc. | 13,497 | $746.0K | 0.10% | −63,717−82.5% | Reduced |
| Prospera Financial Services Inc | 13,371 | $743.0K | 0.04% | +436+3.4% | Added |
| Greenleaf Trust | 13,309 | $739.0K | 0.01% | +487+3.8% | Added |
| Conning Inc. | 13,291 | $738.0K | 0.02% | −2,514−15.9% | Reduced |
| Pettee Investors, Inc. | 13,199 | $733.0K | 0.34% | 00.0% | Unchanged |
| Gratus Capital LLC | 13,187 | $732.0K | 0.08% | +1,537+13.2% | Added |
| Eastover Investment Advisors LLC | 13,166 | $731.0K | 0.47% | −160−1.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $728.0K | 0.24% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 13,070 | $725.0K | 0.11% | +2,900+28.5% | Added |
| Court Place Advisors, LLC | 13,020 | $723.0K | 0.21% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $719.0K | 0.02% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 12,949 | $719.0K | 0.21% | +399+3.2% | Added |
| Legacy Wealth Management, LLC | 12,905 | $716.2K | 0.40% | −395−3.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 12,812 | $711.0K | 0.21% | +22+0.2% | Added |
| Sentry Investment Management LLC | 12,738 | $707.0K | 0.18% | +12,670+18,632.4% | Added |
| Enterprise Financial Services Corp | 12,672 | $704.0K | 0.11% | −1,426−10.1% | Reduced |
| EP Wealth Advisors, LLC | 12,652 | $702.0K | 0.02% | −2,491−16.4% | Reduced |
| Exencial Wealth Advisors, LLC | 12,636 | $701.0K | 0.04% | −4,839−27.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,639 | $701.0K | 0.08% | +122+1.0% | Added |
| Canandaigua National Corp | 12,379 | $687.0K | 0.11% | −84−0.7% | Reduced |
| Penserra Capital Management LLC | 12,374 | $686.0K | 0.01% | +1,779+16.8% | Added |
| Cadent Capital Advisors, LLC | 12,361 | $686.0K | 0.29% | +5,257+74.0% | Added |
| Burke & Herbert Bank & Trust Co | 12,325 | $684.0K | 0.44% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 12,180 | $676.0K | 0.03% | +915+8.1% | Added |
| Trust Asset Management LLC | 12,154 | $675.0K | 0.09% | +1,390+12.9% | Added |
| Summit Asset Management, LLC | 12,101 | $672.0K | 0.21% | −2,314−16.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12,042 | $668.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12,042 | $668.0K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 12,040 | $667.0K | 0.14% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 12,024 | $667.0K | 0.28% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 11,994 | $666.0K | 0.40% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 11,839 | $657.0K | 0.05% | +40.0% | Added |
| Carnegie Capital Asset Management, LLC | 11,796 | $655.0K | 0.02% | +1,220+11.5% | Added |
| Voloridge Investment Management, LLC | 11,738 | $651.0K | 0.00% | −184,720−94.0% | Reduced |
| Sculati Wealth Management, LLC | 11,659 | $647.0K | 0.34% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11,625 | $646.0K | 0.10% | +3,515+43.3% | Added |
| Heron Financial Group, LLC | 11,568 | $642.0K | 0.37% | 00.0% | Unchanged |
| Savant Capital, LLC | 11,562 | $642.0K | 0.03% | +2,694+30.4% | Added |
| Busey Wealth Management | 11,482 | $637.0K | 0.03% | +3,089+36.8% | Added |
| Marks Group Wealth Management, Inc | 11,401 | $636.0K | 0.09% | +151+1.3% | Added |
| Outlook Wealth Advisors, LLC | 11,463 | $636.0K | 0.20% | +1,421+14.2% | Added |
| Optimal Asset Management, Inc. | 11,439 | $635.0K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 11,423 | $634.0K | 0.04% | +1,273+12.5% | Added |
| Norway Savings Bank | 11,359 | $630.0K | 0.31% | +943+9.1% | Added |
| Essex Savings Bank | 10,206 | $630.0K | 0.24% | −18−0.2% | Reduced |
| Erste Asset Management GmbH | 11,390 | $629.9K | 0.01% | +11,390 | New |
| Aspiriant, LLC | 11,367 | $629.0K | 0.04% | +2,601+29.7% | Added |
| FSB Premier Wealth Management, Inc. | 11,315 | $628.0K | 0.32% | −366−3.1% | Reduced |
| Biltmore Family Office, LLC | 11,274 | $626.0K | 0.18% | −2,906−20.5% | Reduced |
| MAI Capital Management | 11,236 | $624.0K | 0.01% | −295−2.6% | Reduced |
| Capula Management Ltd | 11,218 | $623.0K | 0.11% | +11,218 | New |
| Shayne & Co., LLC | 11,184 | $621.0K | 0.35% | 00.0% | Unchanged |
| Parthenon LLC | 11,112 | $617.0K | 0.09% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 11,094 | $616.0K | 0.14% | 00.0% | Unchanged |
| Agf Investments Inc. | 11,074 | $615.0K | 0.00% | −288−2.5% | Reduced |
| Ballentine Partners, LLC | 11,066 | $614.0K | 0.02% | +69+0.6% | Added |
| Evermay Wealth Management LLC | 11,044 | $613.0K | 0.11% | +5,320+92.9% | Added |
| Symmetry Partners, LLC | 10,958 | $608.0K | 0.04% | −1,294−10.6% | Reduced |
| Colonial River Wealth Management, LLC | 10,928 | $607.0K | 0.43% | −59−0.5% | Reduced |
| Coastal Investment Advisors, Inc. | 10,864 | $603.0K | 0.14% | +19+0.2% | Added |
| Integrated Wealth Concepts LLC | 10,851 | $602.0K | 0.02% | +489+4.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 10,832 | $601.0K | 0.28% | 00.0% | Unchanged |
| Barings LLC | 10,795 | $599.0K | 0.01% | −9,648−47.2% | Reduced |
| Hilltop Holdings Inc. | 10,784 | $599.0K | 0.07% | +1,421+15.2% | Added |
| CSM Advisors, LLC | 10,791 | $599.0K | 0.04% | +10,791 | New |
| NSI Retail Advisors, LLC | 10,791 | $599.0K | 0.09% | +10,791 | New |
| JustInvest LLC | 10,770 | $598.0K | 0.06% | +1,519+16.4% | Added |
| Altavista Wealth Management, Inc. | 10,721 | $595.0K | 0.13% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 10,701 | $594.0K | 0.05% | +1,224+12.9% | Added |
| IFP Advisors, Inc | 10,579 | $589.0K | 0.01% | −2,409−18.5% | Reduced |
| PNC Managed Account Solutions, Inc. | 10,621 | $589.0K | 0.12% | +10,621 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,596 | $588.0K | 0.00% | +41+0.4% | Added |
| Altium Wealth Management LLC | 10,564 | $586.0K | 0.04% | +555+5.5% | Added |
| Virtue Capital Management, LLC | 10,521 | $584.0K | 0.12% | −11−0.1% | Reduced |
| Eads & Heald Wealth Management | 10,516 | $584.0K | 0.28% | +850+8.8% | Added |
| Gladstone Institutional Advisory LLC | 10,510 | $583.0K | 0.07% | +10,510 | New |
| Covenant Asset Management, LLC | 10,470 | $581.0K | 0.17% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 10,455 | $580.0K | 0.07% | −77−0.7% | Reduced |
| WealthTrust Axiom LLC | 10,421 | $578.0K | 0.19% | +159+1.5% | Added |
| V Wealth Advisors LLC | 10,409 | $578.0K | 0.09% | +935+9.9% | Added |
| Radnor Capital Management, LLC | 10,394 | $577.0K | 0.19% | +175+1.7% | Added |
| Seeyond | 10,379 | $576.0K | 0.05% | −208−2.0% | Reduced |
| First Commonwealth Financial Corp | 10,322 | $573.0K | 0.20% | +630+6.5% | Added |
| Edge Capital Group, LLC | 10,312 | $572.0K | 0.05% | −41−0.4% | Reduced |
| 1st Source Bank | 10,305 | $572.0K | 0.04% | +4,190+68.5% | Added |
| Nicolet Bankshares Inc | 10,263 | $570.0K | 0.15% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 10,251 | $567.0K | 0.01% | −751−6.8% | Reduced |
| Valeo Financial Advisors, LLC | 10,193 | $566.0K | 0.04% | +2,036+25.0% | Added |
| Collective Family Office LLC | 10,150 | $563.0K | 0.24% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10,145 | $563.0K | 0.15% | +406+4.2% | Added |
| Crawford Investment Counsel Inc | 10,077 | $559.0K | 0.01% | −401−3.8% | Reduced |
| American Assets Inc | 10,000 | $555.0K | 0.16% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 9,975 | $554.0K | 0.18% | −3,043−23.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,902 | $550.0K | 0.21% | +1,971+24.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,868 | $547.7K | 0.00% | +9,868 | New |
| Jackson Square Capital, LLC | 9,770 | $542.0K | 0.17% | +664+7.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,744 | $541.0K | 0.01% | +9,744 | New |
| Lake Street Advisors Group, LLC | 9,201 | $538.0K | 0.04% | 00.0% | Unchanged |
| NBT Bank N A | 9,676 | $537.0K | 0.07% | +30.0% | Added |