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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 87,530 | $5.13M | 0.03% | +38,567+78.8% | Added |
| Capital Insight Partners, LLC | 87,596 | $5.14M | 1.12% | +1,614+1.9% | Added |
| New Mexico Educational Retirement Board | 87,988 | $5.16M | 0.18% | −1,800−2.0% | Reduced |
| TownSquare Capital, LLC | 88,678 | $5.20M | 0.15% | +88,678 | New |
| Jones Financial Companies LLLP | 88,756 | $5.21M | 0.01% | +5,223+6.3% | Added |
| Ziegler Capital Management, LLC | 87,871 | $5.21M | 0.19% | −146,529−62.5% | Reduced |
| Corient Capital Partners, LLC | 89,636 | $5.26M | 0.38% | +9,397+11.7% | Added |
| Pinebridge Investments, L.P. | 91,208 | $5.35M | 0.06% | −4,907−5.1% | Reduced |
| Candriam Luxembourg S.C.A. | 91,215 | $5.35M | 0.04% | −2,045−2.2% | Reduced |
| Bragg Financial Advisors, Inc | 91,242 | $5.35M | 0.34% | +3,457+3.9% | Added |
| Alexandria Capital, LLC | 92,811 | $5.44M | 0.50% | +3,495+3.9% | Added |
| Cardinal Capital Management | 93,120 | $5.46M | 1.18% | +430+0.5% | Added |
| Am Investment Strategies LLC | 93,306 | $5.47M | 1.43% | −6,888−6.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 93,657 | $5.49M | 0.88% | +15,846+20.4% | Added |
| Old National Bancorp | 93,932 | $5.51M | 0.21% | −9,578−9.3% | Reduced |
| Moody National Bank Trust Division | 94,092 | $5.52M | 0.08% | +753+0.8% | Added |
| Elo Mutual Pension Insurance Co | 94,699 | $5.55M | 0.18% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 98,284 | $5.76M | 1.11% | +3,770+4.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 98,670 | $5.79M | 0.01% | +7,337+8.0% | Added |
| Diversified Trust Co | 98,953 | $5.80M | 0.21% | +569+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 99,019 | $5.81M | 0.08% | −3,274−3.2% | Reduced |
| Huntington National Bank | 99,582 | $5.84M | 0.06% | −2,372−2.3% | Reduced |
| First Citizens Bank & Trust Co | 101,115 | $5.93M | 0.28% | +1,668+1.7% | Added |
| Ingalls & Snyder LLC | 102,863 | $6.03M | 0.28% | −2,376−2.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 103,295 | $6.06M | 0.06% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 103,108 | $6.13M | 0.17% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 104,800 | $6.15M | 0.13% | −86−0.1% | Reduced |
| Parkside Investments, LLC | 105,239 | $6.17M | 1.29% | +953+0.9% | Added |
| Kingsview Wealth Management, LLC | 105,393 | $6.18M | 0.29% | −712−0.7% | Reduced |
| Tudor Investment Corp Et Al | 106,074 | $6.22M | 0.13% | −71,364−40.2% | Reduced |
| Cetera Advisor Networks LLC | 106,669 | $6.26M | 0.08% | −3,476−3.2% | Reduced |
| Atria Investments LLC | 106,690 | $6.26M | 0.11% | +11,654+12.3% | Added |
| Kovitz Investment Group Partners, LLC | 107,735 | $6.32M | 0.13% | −925−0.9% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 107,982 | $6.33M | 2.05% | +3,070+2.9% | Added |
| Opus Investment Management Inc | 108,100 | $6.34M | 0.97% | 00.0% | Unchanged |
| Eastern Bank | 108,280 | $6.35M | 0.31% | +2,395+2.3% | Added |
| XML Financial, LLC | 108,364 | $6.36M | 0.85% | +103,727+2,236.9% | Added |
| Whittier Trust Co of Nevada Inc | 108,456 | $6.36M | 0.26% | +3,874+3.7% | Added |
| Flputnam Investment Management Co | 108,690 | $6.38M | 0.22% | −32,784−23.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 108,727 | $6.38M | 0.01% | −147,295−57.5% | Reduced |
| Securian Asset Management, Inc | 111,378 | $6.53M | 0.13% | −2,042−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 111,737 | $6.55M | 0.07% | −641−0.6% | Reduced |
| ING Groep NV | 112,065 | $6.57M | 0.08% | +1,612+1.5% | Added |
| Motco | 112,157 | $6.58M | 0.43% | +112,090+167,298.5% | Added |
| AE Wealth Management LLC | 113,176 | $6.64M | 0.05% | +16,859+17.5% | Added |
| Westover Capital Advisors, LLC | 113,309 | $6.65M | 2.08% | +2,933+2.7% | Added |
| Northwest & Ethical Investments L.P. | 113,336 | $6.65M | 0.22% | +82,173+263.7% | Added |
| FinTrust Capital Advisors, LLC | 113,935 | $6.68M | 1.77% | +4,048+3.7% | Added |
| First Horizon Advisors, Inc. | 115,734 | $6.79M | 0.22% | +3,619+3.2% | Added |
| Westpac Banking Corp | 116,419 | $6.83M | 0.07% | −2,190−1.8% | Reduced |
| Smith, Salley & Associates | 116,833 | $6.85M | 0.54% | +4,793+4.3% | Added |
| Keating Investment Counselors Inc | 116,965 | $6.86M | 3.21% | −130−0.1% | Reduced |
| Covington Capital Management | 117,524 | $6.89M | 0.26% | +44,730+61.4% | Added |
| Shelton Capital Management | 117,754 | $6.91M | 0.27% | +27,354+30.3% | Added |
| Sandy Spring Bank | 120,744 | $7.08M | 0.38% | −514−0.4% | Reduced |
| Colonial Trust Advisors | 122,057 | $7.16M | 0.88% | −2,826−2.3% | Reduced |
| Keybank National Association | 122,155 | $7.16M | 0.03% | −4,044−3.2% | Reduced |
| Biondo Investment Advisors, LLC | 123,089 | $7.28M | 1.25% | +2,175+1.8% | Added |
| Camden National Bank | 126,181 | $7.40M | 1.43% | −176−0.1% | Reduced |
| Icon Wealth Partners, LLC | 126,665 | $7.43M | 0.79% | −2,514−1.9% | Reduced |
| Terry L. Blaker | 127,462 | $7.48M | 0.48% | +9,324+7.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 130,318 | $7.64M | 0.30% | +77,593+147.2% | Added |
| Hyman Charles D | 130,484 | $7.65M | 0.54% | −1,218−0.9% | Reduced |
| Bokf, NA | 131,111 | $7.69M | 0.13% | +131,111 | New |
| German American Bancorp, Inc. | 131,295 | $7.70M | 1.18% | +5,953+4.7% | Added |
| TD Private Client Wealth LLC | 131,660 | $7.72M | 0.33% | +9,118+7.4% | Added |
| Rowland & Co Investment Counsel | 205,831 | $7.73M | 2.62% | −14,220−6.5% | Reduced |
| Hartford Investment Management Co | 131,816 | $7.73M | 0.21% | −17,083−11.5% | Reduced |
| Maryland Capital Management | 132,224 | $7.75M | 0.46% | +7,443+6.0% | Added |
| tru Independence LLC | 132,416 | $7.77M | 2.17% | −6,346−4.6% | Reduced |
| Palladium Partners LLC | 132,970 | $7.80M | 0.36% | −27,980−17.4% | Reduced |
| Point72 Hong Kong Ltd | 134,997 | $7.92M | 0.61% | +129,067+2,176.5% | Added |
| Taylor Wealth Management Partners | 136,372 | $8.00M | 2.85% | −2,062−1.5% | Reduced |
| Kestra Advisory Services, LLC | 136,940 | $8.03M | 0.08% | +11,300+9.0% | Added |
| Alpha Omega Wealth Management LLC | 137,011 | $8.04M | 1.31% | +728+0.5% | Added |
| AXA S.A. | 137,150 | $8.04M | 0.02% | +7,883+6.1% | Added |
| Linscomb & Williams, Inc. | 137,576 | $8.07M | 0.42% | +2,552+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 138,933 | $8.15M | 0.01% | +11,262+8.8% | Added |
| MML Investors Services, LLC | 139,330 | $8.17M | 0.06% | +33,920+32.2% | Added |
| Nissay Asset Management Corp | 139,686 | $8.19M | 0.07% | +5,345+4.0% | Added |
| Gillson Capital LP | 142,174 | $8.34M | 0.61% | +142,174 | New |
| Argent Trust Co | 142,512 | $8.36M | 0.54% | +7,798+5.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 143,098 | $8.39M | 0.02% | −200,975−58.4% | Reduced |
| Cresset Asset Management, LLC | 145,219 | $8.52M | 0.11% | +3,770+2.7% | Added |
| Oppenheimer & Co Inc | 147,894 | $8.67M | 0.16% | +2,992+2.1% | Added |
| Brinker Capital Investments, LLC | 157,524 | $8.77M | 0.14% | +147+0.1% | Added |
| Rothschild Investment Corp | 152,394 | $8.94M | 0.75% | −420.0% | Reduced |
| First Republic Investment Management, Inc. | 153,321 | $8.99M | 0.02% | +18,877+14.0% | Added |
| Tdam USA Inc. | 154,787 | $9.08M | 0.60% | −6,619−4.1% | Reduced |
| CIBC Private Wealth Group, LLC | 156,657 | $9.19M | 0.02% | −342,543−68.6% | Reduced |
| Metropolitan Life Insurance Co | 157,187 | $9.22M | 0.13% | −6,346−3.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 158,768 | $9.31M | 0.84% | +1,954+1.2% | Added |
| Investment Management Corp of Ontario | 159,000 | $9.33M | 0.60% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 162,231 | $9.52M | 1.83% | +5,071+3.2% | Added |
| Intact Investment Management Inc. | 164,000 | $9.61M | 0.27% | −1,300−0.8% | Reduced |
| Farmers & Merchants Investments Inc | 165,445 | $9.70M | 0.41% | −34,974−17.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 167,277 | $9.81M | 0.11% | −1,217−0.7% | Reduced |
| Brown Advisory Inc | 167,620 | $9.83M | 0.01% | −2,614−1.5% | Reduced |
| Highland Capital Management, LLC | 170,018 | $9.97M | 0.60% | +142+0.1% | Added |
| Verition Fund Management LLC | 172,304 | $10.1M | 0.15% | −17,135−9.0% | Reduced |