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, Q3 2021
Institutional positions in Truist Financial Corp as of Sep 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
- 1,387
- +55 vs. Q2 2021
- Shares held
- 975.0M
- +11.3M (+1.2%) vs. Q2 2021
- Total value
- $57.2B
- +$3.72B (+7.0%) vs. Q2 2021
- New holders
- 127
- 616 more added
- Sold out
- 72
- 441 more reduced
21 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davis Selected Advisers | 52,316 | $3.07M | 0.01% | +684+1.3% | Added |
| First American Bank | 52,747 | $3.09M | 0.18% | −171−0.3% | Reduced |
| Welch & Forbes LLC | 53,527 | $3.14M | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 53,772 | $3.15M | 0.12% | +225+0.4% | Added |
| Nicholas Hoffman & Company, LLC. | 53,955 | $3.16M | 0.55% | −86−0.2% | Reduced |
| North Star Investment Management Corp. | 54,454 | $3.19M | 0.26% | +432+0.8% | Added |
| Trust Co of Vermont | 54,465 | $3.19M | 0.23% | +215+0.4% | Added |
| Fiduciary Trust Co | 54,525 | $3.20M | 0.06% | +1,586+3.0% | Added |
| Security National Trust Co | 58,155 | $3.23M | 0.75% | 00.0% | Unchanged |
| Marotta Asset Management | 55,313 | $3.24M | 0.78% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 55,348 | $3.25M | 0.41% | +253+0.5% | Added |
| Hedeker Wealth, LLC | 56,041 | $3.29M | 1.02% | +20,885+59.4% | Added |
| Valley National Advisers Inc | 56,050 | $3.29M | 0.59% | +5,229+10.3% | Added |
| Azimuth Capital Management LLC | 56,102 | $3.29M | 0.14% | +1,503+2.8% | Added |
| Meeder Asset Management Inc | 56,172 | $3.29M | 0.17% | −10,310−15.5% | Reduced |
| WBI Investments | 58,319 | $3.30M | 0.55% | +58,319 | New |
| Weather Gauge Advisory, LLC | 56,920 | $3.34M | 4.31% | −1,802−3.1% | Reduced |
| Old North State Trust, LLC | 57,176 | $3.35M | 2.99% | −800−1.4% | Reduced |
| Shell Asset Management Co | 57,310 | $3.36M | 0.08% | +1,372+2.5% | Added |
| Triangle Securities Wealth Management | 57,561 | $3.38M | 1.15% | +5,667+10.9% | Added |
| Laurel Wealth Advisors LLC | 57,623 | $3.38M | 0.77% | −67−0.1% | Reduced |
| GWM Advisors LLC | 57,694 | $3.38M | 0.08% | +2,475+4.5% | Added |
| Hamel Associates, Inc. | 58,575 | $3.44M | 1.34% | +9,025+18.2% | Added |
| Capital Investment Counsel, Inc | 59,000 | $3.46M | 0.76% | +875+1.5% | Added |
| Ethic Inc. | 59,427 | $3.48M | 0.36% | +11,363+23.6% | Added |
| E. Ohman J:or Asset Management AB | 59,500 | $3.49M | 0.11% | +2,500+4.4% | Added |
| BBVA USA | 60,049 | $3.52M | 0.21% | +3,067+5.4% | Added |
| Souders Financial Advisors | 60,393 | $3.54M | 1.14% | +1,358+2.3% | Added |
| Vestmark Advisory Solutions, Inc. | 60,506 | $3.55M | 0.24% | +7,834+14.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 60,626 | $3.56M | 0.07% | −446−0.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 61,153 | $3.59M | 2.30% | +61,153 | New |
| Bray Capital Advisors | 61,584 | $3.61M | 0.93% | +355+0.6% | Added |
| Cornerstone Wealth Group, LLC | 61,693 | $3.62M | 0.64% | +1,947+3.3% | Added |
| Alberta Investment Management Corp | 62,200 | $3.65M | 0.03% | −17,400−21.9% | Reduced |
| Old Point Trust & Financial Services N A | 62,339 | $3.66M | 1.63% | +1,550+2.5% | Added |
| Huber Capital Management LLC | 62,363 | $3.66M | 0.94% | −17,500−21.9% | Reduced |
| Benson Investment Management Company, Inc. | 62,765 | $3.68M | 1.90% | +175+0.3% | Added |
| Bremer Bank National Association | 63,156 | $3.70M | 0.73% | +678+1.1% | Added |
| Brooks, Moore & Associates, Inc. | 63,213 | $3.71M | 2.43% | −900−1.4% | Reduced |
| Peloton Wealth Strategists | 63,350 | $3.71M | 1.52% | +4,650+7.9% | Added |
| Beacon Investment Advisory Services, Inc. | 63,573 | $3.73M | 0.15% | +2,918+4.8% | Added |
| Marco Investment Management LLC | 63,679 | $3.73M | 0.41% | −760−1.2% | Reduced |
| Coastline Trust Co | 63,864 | $3.75M | 0.47% | −885−1.4% | Reduced |
| Goelzer Investment Management, Inc. | 64,126 | $3.76M | 0.33% | −91−0.1% | Reduced |
| Welch Group, LLC | 64,708 | $3.79M | 0.26% | +8,191+14.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 64,740 | $3.80M | 0.60% | +353+0.5% | Added |
| Anchor Investment Management, LLC | 64,887 | $3.81M | 0.53% | +1,033+1.6% | Added |
| Citizens Business Bank | 65,887 | $3.86M | 0.51% | −638−1.0% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 65,923 | $3.87M | 0.06% | +436+0.7% | Added |
| Trustmark National Bank Trust Department | 66,087 | $3.88M | 0.31% | −3,492−5.0% | Reduced |
| River Wealth Advisors LLC | 66,110 | $3.88M | 0.66% | −760−1.1% | Reduced |
| Enterprise Financial Services Corp | 66,216 | $3.88M | 0.50% | +53,544+422.5% | Added |
| Blueshift Asset Management, LLC | 66,309 | $3.89M | 0.22% | +66,309 | New |
| Hallmark Capital Management Inc | 66,955 | $3.93M | 0.34% | +400+0.6% | Added |
| Xponance, Inc. | 67,319 | $3.95M | 0.07% | −6,974−9.4% | Reduced |
| Verdence Capital Advisors LLC | 67,695 | $3.97M | 0.52% | +4,426+7.0% | Added |
| Culbertson A N & Co Inc | 68,611 | $4.02M | 0.82% | −413−0.6% | Reduced |
| Signature Wealth Management Group | 68,638 | $4.03M | 2.24% | −877−1.3% | Reduced |
| Salem Capital Management Inc | 70,225 | $4.12M | 2.26% | +3,550+5.3% | Added |
| Seven Eight Capital, LP | 70,333 | $4.13M | 0.40% | −24,720−26.0% | Reduced |
| United Bank | 70,983 | $4.16M | 2.64% | −1,211−1.7% | Reduced |
| Providence Capital Advisors, LLC | 71,033 | $4.17M | 1.30% | +7,300+11.5% | Added |
| People's United Financial, Inc. | 71,225 | $4.18M | 0.09% | +3,388+5.0% | Added |
| Thompson Siegel & Walmsley LLC | 71,879 | $4.22M | 0.06% | −168−0.2% | Reduced |
| Mercer Global Advisors Inc | 72,249 | $4.24M | 0.03% | +16,494+29.6% | Added |
| Kavar Capital Partners Group, LLC | 72,679 | $4.26M | 0.97% | +1,033+1.4% | Added |
| Parcion Private Wealth LLC | 70,579 | $4.33M | 0.38% | +1,384+2.0% | Added |
| Arbor Investment Advisors, LLC | 74,273 | $4.36M | 0.88% | −710−0.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 74,379 | $4.36M | 0.10% | +1,739+2.4% | Added |
| Pendal Group Limited | 74,692 | $4.38M | 0.04% | −8,134−9.8% | Reduced |
| Pacer Advisors, Inc. | 74,711 | $4.38M | 0.06% | −5,768−7.2% | Reduced |
| Daiwa Securities Group Inc. | 76,645 | $4.50M | 0.03% | +3,531+4.8% | Added |
| Reliant Investment Management, LLC | 76,974 | $4.51M | 2.25% | −976−1.3% | Reduced |
| Level Four Advisory Services, LLC | 77,543 | $4.55M | 0.47% | +7,206+10.2% | Added |
| Leavell Investment Management, Inc. | 77,730 | $4.56M | 0.34% | −1,137−1.4% | Reduced |
| Kentucky Retirement Systems | 77,778 | $4.56M | 0.21% | −534−0.7% | Reduced |
| Eudaimonia Partners, LLC | 78,073 | $4.58M | 0.83% | +309+0.4% | Added |
| Umb Bank N A | 78,227 | $4.59M | 0.10% | −1,302−1.6% | Reduced |
| First National Trust Co | 79,275 | $4.65M | 0.28% | +3,306+4.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 79,350 | $4.65M | 0.20% | +79,350 | New |
| Wealthfront Advisers LLC | 79,634 | $4.67M | 0.02% | +3,901+5.2% | Added |
| Griffin Asset Management, Inc. | 80,228 | $4.71M | 0.60% | +4,086+5.4% | Added |
| Advisory Services Network, LLC | 80,693 | $4.73M | 0.15% | −48,199−37.4% | Reduced |
| Hantz Financial Services, Inc. | 80,693 | $4.73M | 0.15% | +9,186+12.8% | Added |
| LaFleur & Godfrey LLC | 81,458 | $4.78M | 0.66% | +7,375+10.0% | Added |
| Marshall Wace, LLP | 82,332 | $4.83M | 0.02% | −148,983−64.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 82,647 | $4.85M | 1.08% | +890+1.1% | Added |
| Louisiana State Employees Retirement System | 83,100 | $4.87M | 0.12% | −700−0.8% | Reduced |
| Cerity Partners LLC | 83,130 | $4.88M | 0.11% | +1,709+2.1% | Added |
| Cramer Rosenthal McGlynn LLC | 83,725 | $4.91M | 0.17% | +83,725 | New |
| Cape Cod Five Cents Savings Bank | 83,807 | $4.92M | 0.50% | +1,915+2.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 83,859 | $4.92M | 0.12% | −684−0.8% | Reduced |
| Richard Bernstein Advisors LLC | 84,504 | $4.96M | 0.10% | +3,402+4.2% | Added |
| YHB Investment Advisors, Inc. | 85,295 | $5.00M | 0.43% | +1,498+1.8% | Added |
| Parsec Financial Management, Inc. | 77,333 | $5.01M | 0.21% | −485−0.6% | Reduced |
| American National Insurance Co | 85,605 | $5.02M | 0.19% | −80−0.1% | Reduced |
| Bridge Creek Capital Management LLC | 85,912 | $5.04M | 1.88% | +1,102+1.3% | Added |
| Crossmark Global Holdings, Inc. | 86,346 | $5.06M | 0.12% | +45+0.1% | Added |
| Capital International Sarl | 87,293 | $5.12M | 0.45% | +6,473+8.0% | Added |
| Equitable Trust Co | 87,402 | $5.13M | 0.33% | −246−0.3% | Reduced |