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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.

Other share classesTFC.PITFC.POTFC.PR

Q3 2021 vs. Q2 2021

How the institutions holding Truist Financial Corp changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of TFC: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1,353211,387+55
Shares965.6M1.92M975.0M+11.3M (+1.2%)
Value$53.5B$106.5M$57.2B+$3.72B (+7.0%)

21 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (127)

Institutions that held Truist Financial Corp at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 127 by value.

Institutions new to TFC in Q3 2021
InstitutionSharesValue% of portfolio
Capital Group Private Client Services, Inc.907,645$53.2M0.62%
Natixis880,164$51.6M0.18%
Pictet Asset Management SA708,473$41.6M0.05%
Capitolis Advisors LLC427,171$26.4M0.24%
Carlson Capital L P419,963$24.6M1.31%
Easterly Investment Partners LLC291,538$17.1M1.16%
Badgley Phelps Wealth Managers, LLC221,846$13.0M0.47%
Gillson Capital LP142,174$8.34M0.61%
Bokf, NA131,111$7.69M0.13%
TownSquare Capital, LLC88,678$5.20M0.15%
Cramer Rosenthal McGlynn LLC83,725$4.91M0.17%
U.S. Capital Wealth Advisors, LLC79,350$4.65M0.20%
Blueshift Asset Management, LLC66,309$3.89M0.22%
Sustainable Insight Capital Management, LLC61,153$3.59M2.30%
WBI Investments58,319$3.30M0.55%
Duality Advisers, LP49,801$2.92M0.22%
Quantitative Investment Management, LLC47,158$2.77M0.25%
Tealwood Asset Management Inc45,120$2.65M1.07%
AXS Investments LLC42,371$2.48M0.93%
FORA Capital, LLC31,732$1.86M0.47%
Transcend Wealth Collective, LLC27,503$1.77M0.16%
Ally Financial Inc.28,000$1.64M0.16%
Arabesque Asset Management Ltd23,427$1.37M0.46%
OmniStar Financial Group, Inc.21,020$1.23M1.46%
Pensionfund DSM Netherlands20,000$1.17M0.15%
Sciencast Management LP18,237$1.07M0.30%
Israel Discount Bank of New York16,556$971.0K0.66%
Citizens Financial Group Inc14,319$840.0K0.03%
Van Leeuwen & Company, LLC12,487$732.0K0.45%
XTX Topco Ltd11,849$695.0K0.23%
Denali Advisors LLC10,700$628.0K0.26%
Advisory Alpha, LLC10,596$621.0K0.04%
Liontrust Investment Partners LLP10,249$601.1K0.01%
Aigen Investment Management, LP10,238$600.0K0.12%
Baker Tilly Wealth Management, LLC10,071$591.0K0.08%
Gotham Asset Management, LLC8,856$519.0K0.02%
Jump Financial, LLC8,302$487.0K0.04%
Madison Wealth Management7,988$468.0K0.10%
Washington Capital Management Inc7,321$429.4K0.38%
Versor Investments LP7,300$428.0K0.01%
Canton Hathaway, LLC7,081$415.0K0.12%
Ferris Capital, LLC6,116$388.0K0.08%
Apollon Wealth Management, LLC6,568$385.0K0.05%
Affinity Wealth Management LLC6,270$376.0K0.08%
Wrapmanager Inc5,754$337.0K0.09%
Probity Advisors, Inc.5,180$304.0K0.06%
Harbor Financial Services, LLC5,070$297.0K0.13%
ForthRight Wealth Management, LLC4,979$292.0K0.18%
Wealth Advisory Solutions, LLC4,967$291.0K0.06%
Breiter Capital Management Inc4,850$284.0K0.16%
Hamilton Capital, LLC4,706$276.0K0.02%
Arete Wealth Advisors, LLC4,580$269.0K0.03%
First Foundation Advisors4,490$263.0K0.01%
Smith & Howard Wealth Management, LLC4,339$254.0K0.12%
ERTS Wealth Advisors, LLC4,238$248.0K0.07%
SPC Financial, Inc.4,000$235.0K0.03%
Financial Advocates Investment Management3,887$228.0K0.02%
Blue Barn Wealth, LLC3,887$228.0K0.20%
Geller Advisors LLC3,838$225.0K0.05%
B. Riley Wealth Management, Inc.3,722$218.0K0.02%
Johnson Investment Counsel Inc3,604$211.0K0.00%
Greatmark Investment Partners, Inc.3,584$210.0K0.04%
Samalin Investment Counsel, LLC3,576$210.0K0.14%
Chartist Inc3,548$208.1K0.10%
Washington Trust Bank3,531$207.0K0.02%
CCG Wealth Management, LLC3,525$207.0K0.12%
Tranquility Partners, LLC3,524$207.0K0.11%
Ssi Investment Management LLC3,499$206.0K0.01%
Private Asset Management Inc3,511$206.0K0.03%
Apriem Advisors3,519$206.0K0.03%
Paragon Capital Management Ltd3,518$206.0K0.04%
Landmark Financial Advisors, LLC3,537$206.0K0.11%
Wealthsource Partners, LLC3,516$206.0K0.02%
Harbor Advisors LLC3,500$205.0K0.04%
Wells Trecaso Financial Group, LLC3,500$205.0K0.10%
Warther Private Wealth, LLC3,408$205.0K0.18%
Northside Capital Management, LLC3,485$204.0K0.06%
Avantax Planning Partners, Inc.3,466$203.0K0.01%
WMS Partners, LLC3,456$203.0K0.03%
Redmond Asset Management, LLC3,453$203.0K0.06%
Circle Wealth Management, LLC3,459$203.0K0.03%
Keystone Financial Group3,464$203.0K0.04%
Roanoke Asset Management Corp3,447$202.0K0.07%
Cooper/Haims Advisors, LLC3,447$202.0K0.12%
Keudell/Morrison Wealth Management3,451$202.0K0.09%
Klingenstein Fields & Co LP3,425$201.0K0.01%
Carderock Capital Management Inc3,237$190.0K0.05%
Consolidated Planning Corp3,121$183.0K0.12%
SG3 Management, LLC2,400$141.0K0.05%
Atlantic Trust, LLC2,113$124.0K0.08%
Arlington Partners LLC2,088$122.0K0.04%
Monetary Management Group Inc1,830$107.0K0.03%
Walleye Trading LLC1,591$93.0K0.00%
Meridian Wealth Partners, LLC1,415$83.0K0.02%
Herold Advisors, Inc.1,343$78.0K0.03%
Pittenger & Anderson Inc1,060$62.0K0.00%
Benjamin Edwards Inc690$40.0K0.02%
RWM Asset Management, LLC646$38.0K0.01%
Kowal Investment Group, LLC628$37.0K0.01%
Robinson Value Management, Ltd.587$34.0K0.03%

Sold out (72)

Institutions that held Truist Financial Corp at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of TFC in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Renaissance Technologies LLC947,317$52.6M
Capital Bank & Trust Co902,874$50.1M
Citadel Advisors LLC583,476$32.4M
Adage Capital Partners GP, L.L.C.342,553$19.0M
HRT Financial LP272,609$15.1M
Vestor Capital, LLC178,786$9.92M
Twinbeech Capital LP158,567$8.80M
ExodusPoint Capital Management, LP128,572$7.14M
Tredje AP-fonden97,802$5.43M
Crestline Management, LP85,000$4.72M
Quadrature Capital Ltd72,155$4.00M
Parallax Volatility Advisers, L.P.70,595$3.92M
PGGM Investments68,585$3.81M
Twin Tree Management, LP62,005$3.44M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH53,079$2.95M
PRW Wealth Management LLC49,406$2.74M
Mirabella Financial Services LLP47,084$2.61M
Pearl River Capital, LLC45,746$2.54M
Bayesian Capital Management, LP37,900$2.10M
BP PLC31,272$1.74M
Trexquant Investment LP31,106$1.73M
Dynamic Technology Lab Private Ltd22,776$1.26M
Laurion Capital Management LP22,534$1.25M
Prelude Capital Management, LLC22,508$1.25M
Magnetar Financial LLC22,239$1.23M
Mason Investment Advisory Services, Inc.19,086$1.06M
Ergoteles LLC14,303$794.0K
Acorn Financial Advisory Services Inc12,949$719.0K
Cadent Capital Advisors, LLC12,361$686.0K
Colonial River Wealth Management, LLC10,928$607.0K
Lake Street Advisors Group, LLC9,201$538.0K
Gsa Capital Partners LLP8,975$498.0K
Claybrook Capital, LLC8,979$498.0K
Stevens Capital Management LP8,483$471.0K
Echo Street Capital Management LLC8,432$468.0K
Absher Wealth Management, LLC6,606$367.0K
Papp L Roy & Associates6,585$365.0K
Machina Capital S.A.S.6,100$339.0K
Alps Advisors Inc5,823$323.0K
Edgemoor Investment Advisors, Inc.5,797$322.0K
qPULA Trading Management LP5,400$300.0K
Boothbay Fund Management, LLC5,158$286.0K
Maven Securities LTD5,119$284.0K
Eqis Capital Management, Inc.4,806$267.0K
Girard Partners Ltd.4,590$254.0K
Fma Advisory Inc4,044$224.0K
Terril Brothers, Inc.3,960$220.0K
Inscription Capital, LLC3,850$214.0K
Moneywise, Inc.3,831$213.0K
Old Dominion Capital Management Inc3,815$212.0K
Lyell Wealth Management, LP3,661$203.0K
Campbell & CO Investment Adviser LLC3,614$201.0K
Standard Family Office LLC3,609$200.0K
CenterStar Asset Management, LLC–$174.0K
Dark Forest Capital Management LP1,688$94.0K
Leonteq Securities AG1,300$72.2K
Red Door Wealth Management, LLC1,060$58.0K
Reilly Financial Advisors, LLC997$55.0K
Eukles Asset Management834$46.0K
NuWave Investment Management, LLC725$40.0K
Parisi Gray Wealth Management618$34.0K
Carolina Wealth Advisors, LLC518$29.0K
Hexavest Inc.493$27.0K
Savior LLC470$26.0K
QVR LLC256$14.0K
Arcadia Investment Management Corp133$7.00K
Ford Financial Group, LLC143$7.00K
Paragon Wealth Strategies, LLC99$6.00K
Summit Wealth Group, LLC115$6.00K
Atlas Private Wealth Advisors41$2.00K
Arcadia Investment Advisors LLC15$833
Harel Insurance Investments & Financial Services Ltd.2,993–

Not filed for Q3 2021 yet (21)

Institutions that held Truist Financial Corp at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TFC in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd697,982$38.7M
Nachman Norwood & Parrott, Inc357,591$19.8M
Pinnacle Wealth Advisors271,314$15.1M
Badgley Phelps & Bell Inc215,688$12.0M
Oakwood Capital Management LLC118,699$6.59M
Usca Ria LLC94,996$5.27M
Snow Capital Management LP90,765$5.04M
QS Investors, LLC21,870$1.21M
PNC Managed Account Solutions, Inc.10,621$589.0K
Allegiant Private Advisors, LLC8,387$465.0K
CWM, LLC7,987$443.0K
Western Wealth Management, LLC7,352$409.0K
Strategic Wealth Management Group, LLC5,913$328.0K
ARS Wealth Advisors, LLC4,570$254.0K
First Horizon Corp3,002$166.0K
Hoover Financial Advisors, Inc.469$26.0K
FormulaFolio Investments, LLC307$17.0K
Smith Asset Management Group LP208$12.0K
Horan Securities, Inc.193$11.0K
San Francisco Sentry Investment Group (Ca)162$9.00K
Castleview Partners, LLC101$6.00K