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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 173,000 | $10.1M | 0.21% | +5,600+3.3% | Added |
| Wallington Asset Management, LLC | 174,487 | $10.2M | 1.70% | +398+0.2% | Added |
| Sonora Investment Management, LLC | 174,737 | $10.2M | 1.28% | +10,798+6.6% | Added |
| IFM Investors Pty Ltd | 174,806 | $10.3M | 0.21% | −442−0.3% | Reduced |
| Mutual of America Capital Management LLC | 175,156 | $10.3M | 0.10% | −428−0.2% | Reduced |
| Pinnacle Associates Ltd | 175,789 | $10.3M | 0.19% | +767+0.4% | Added |
| Man Group plc | 187,397 | $11.0M | 0.04% | −202,947−52.0% | Reduced |
| CIBC Asset Management Inc | 189,611 | $11.1M | 0.04% | +19,890+11.7% | Added |
| Stonebridge Capital Advisors LLC | 191,588 | $11.2M | 1.37% | +4,483+2.4% | Added |
| NTV Asset Management LLC | 192,534 | $11.3M | 1.96% | +22,414+13.2% | Added |
| DnB Asset Management AS | 192,739 | $11.3M | 0.07% | −67,950−26.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 193,436 | $11.3M | 1.10% | −7,851−3.9% | Reduced |
| Virginia Retirement Systems Et Al | 194,800 | $11.4M | 0.12% | +52,400+36.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 195,787 | $11.5M | 0.90% | −1,921−1.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 198,891 | $11.7M | 0.18% | +13,296+7.2% | Added |
| M&T Bank Corp | 200,254 | $11.7M | 0.05% | +1,763+0.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 200,503 | $11.8M | 0.87% | +953+0.5% | Added |
| Patten & Patten Inc | 203,994 | $12.0M | 0.91% | +8,552+4.4% | Added |
| Mackay Shields LLC | 204,147 | $12.0M | 0.11% | −7,702−3.6% | Reduced |
| Carroll Financial Associates, Inc. | 204,818 | $12.0M | 0.67% | +3,653+1.8% | Added |
| State of Alaska, Department of Revenue | 204,881 | $12.0M | 0.12% | −3,975−1.9% | Reduced |
| Texas Permanent School Fund | 206,209 | $12.1M | 0.15% | −17,209−7.7% | Reduced |
| Voloridge Investment Management, LLC | 209,906 | $12.3M | 0.08% | +198,168+1,688.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 213,918 | $12.5M | 0.07% | −10,285−4.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 218,000 | $12.8M | 0.14% | 00.0% | Unchanged |
| Gradient Investments LLC | 218,118 | $12.8M | 0.36% | +6,919+3.3% | Added |
| Rockefeller Capital Management L.P. | 220,972 | $13.0M | 0.07% | +19,793+9.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 221,846 | $13.0M | 0.47% | +221,846 | New |
| Associated Banc-Corp | 222,460 | $13.0M | 0.52% | +4,321+2.0% | Added |
| Chesley Taft & Associates LLC | 222,465 | $13.0M | 0.74% | +3,825+1.7% | Added |
| Swiss Life Asset Management Ltd | 222,946 | $13.1M | 0.18% | −48,826−18.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 224,436 | $13.2M | 0.50% | +49,821+28.5% | Added |
| Advisors Capital Management, LLC | 224,839 | $13.2M | 0.40% | +9,361+4.3% | Added |
| Gofen & Glossberg LLC | 226,523 | $13.3M | 0.31% | −1,784−0.8% | Reduced |
| Dana Investment Advisors, Inc. | 227,128 | $13.3M | 0.60% | +9,129+4.2% | Added |
| State of Tennessee, Treasury Department | 227,234 | $13.3M | 0.05% | −12,310−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 232,069 | $13.6M | 0.06% | −523−0.2% | Reduced |
| Beach Investment Counsel Inc | 234,061 | $13.7M | 1.30% | −47,134−16.8% | Reduced |
| AQR Capital Management LLC | 235,863 | $13.8M | 0.03% | −35,868−13.2% | Reduced |
| FDx Advisors, Inc. | 238,475 | $14.0M | 0.45% | +17,359+7.9% | Added |
| Kanawha Capital Management LLC | 240,645 | $14.1M | 1.31% | +1,573+0.7% | Added |
| McRae Capital Management Inc | 242,008 | $14.2M | 3.13% | +859+0.4% | Added |
| Stock Yards Bank & Trust Co | 242,070 | $14.2M | 0.90% | +13,488+5.9% | Added |
| Lowe Brockenbrough & Co Inc | 242,446 | $14.2M | 1.11% | +2,514+1.0% | Added |
| Utah Retirement Systems | 243,125 | $14.3M | 0.19% | −12,900−5.0% | Reduced |
| Cypress Capital Management LLC | 259,963 | $14.4M | 1.91% | 00.0% | Unchanged |
| Creative Planning | 247,018 | $14.5M | 0.03% | −6,922−2.7% | Reduced |
| Empire Life Investments Inc. | 247,594 | $14.5M | 0.95% | −1,474−0.6% | Reduced |
| British Columbia Investment Management Corp | 248,898 | $14.6M | 0.09% | −203−0.1% | Reduced |
| Soapstone Management L.P. | 250,000 | $14.7M | 6.16% | −50,000−16.7% | Reduced |
| Heritage Wealth Advisors | 250,553 | $14.7M | 0.90% | +14,571+6.2% | Added |
| Systematic Alpha Investments, LLC | 233,937 | $14.8M | 0.65% | −156−0.1% | Reduced |
| Janus Henderson Group PLC | 261,504 | $15.3M | 0.01% | −52,991−16.8% | Reduced |
| Sit Investment Associates Inc | 262,855 | $15.4M | 0.40% | +227,350+640.3% | Added |
| Lazard Asset Management LLC | 262,906 | $15.4M | 0.02% | +5,381+2.1% | Added |
| Willis Investment Counsel | 264,876 | $15.5M | 0.89% | +54,497+25.9% | Added |
| Verity & Verity, LLC | 239,821 | $15.6M | 2.34% | +2,615+1.1% | Added |
| Allianz Asset Management GmbH | 269,890 | $15.8M | 0.01% | +10,194+3.9% | Added |
| Ledyard National Bank | 270,998 | $15.9M | 1.64% | +2,987+1.1% | Added |
| Advisor Group Holdings, Inc. | 270,986 | $15.9M | 0.03% | +12,896+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 277,233 | $16.3M | 0.08% | +74,877+37.0% | Added |
| Millennium Management LLC | 278,616 | $16.3M | 0.02% | −1,114,960−80.0% | Reduced |
| Mackenzie Financial Corp | 279,948 | $16.4M | 0.02% | −12,608−4.3% | Reduced |
| Haverford Trust Co | 280,103 | $16.4M | 0.20% | +3,867+1.4% | Added |
| Pinnacle Financial Partners Inc | 281,505 | $16.5M | 0.58% | +10,191+3.8% | Added |
| Independent Advisor Alliance | 285,605 | $16.8M | 0.93% | +126,572+79.6% | Added |
| Stephens Inc | 286,375 | $16.8M | 0.26% | +947+0.3% | Added |
| Calamos Advisors LLC | 286,523 | $16.8M | 0.08% | −18,208−6.0% | Reduced |
| United Capital Financial Advisers, LLC | 288,263 | $16.9M | 0.08% | −16,994−5.6% | Reduced |
| Bryn Mawr Trust Co | 288,994 | $16.9M | 0.65% | +4,230+1.5% | Added |
| Peapack Gladstone Financial Corp | 290,476 | $17.0M | 0.35% | +6,552+2.3% | Added |
| Forsta Ap-Fonden | 291,000 | $17.1M | 0.19% | −14,400−4.7% | Reduced |
| Easterly Investment Partners LLC | 291,538 | $17.1M | 1.16% | +291,538 | New |
| Washington Trust Co | 292,801 | $17.2M | 0.48% | +1,449+0.5% | Added |
| Wesbanco Bank Inc | 294,272 | $17.3M | 0.66% | −5,407−1.8% | Reduced |
| Advisors Asset Management, Inc. | 297,250 | $17.4M | 0.27% | −12,685−4.1% | Reduced |
| Delta Asset Management LLC | 299,666 | $17.6M | 1.70% | −534−0.2% | Reduced |
| MetLife Investment Management | 301,486 | $17.7M | 0.16% | −10,310−3.3% | Reduced |
| Nomura Asset Management Co Ltd | 302,193 | $17.7M | 0.10% | +12,117+4.2% | Added |
| Raymond James Trust N.A. | 307,845 | $18.1M | 0.60% | +7,627+2.5% | Added |
| Chartwell Investment Partners, LLC | 309,333 | $18.1M | 0.56% | +313+0.1% | Added |
| ProShare Advisors LLC | 312,213 | $18.3M | 0.05% | −24,843−7.4% | Reduced |
| Payden & Rygel | 315,500 | $18.5M | 0.96% | −38,100−10.8% | Reduced |
| Tower Bridge Advisors | 315,998 | $18.5M | 1.24% | −1,011−0.3% | Reduced |
| Stieven Capital Advisors, L.P. | 316,400 | $18.6M | 2.23% | −400−0.1% | Reduced |
| Comerica Bank | 294,266 | $19.0M | 0.11% | −57,940−16.5% | Reduced |
| Whittier Trust Co | 328,099 | $19.2M | 0.35% | −1,898−0.6% | Reduced |
| State of Michigan Retirement System | 335,126 | $19.7M | 0.11% | −3,000−0.9% | Reduced |
| Synovus Financial Corp | 335,167 | $19.7M | 0.21% | +15,160+4.7% | Added |
| Lockheed Martin Investment Management Co | 335,744 | $19.7M | 1.07% | +194,950+138.5% | Added |
| Financial Counselors Inc | 337,828 | $19.8M | 0.42% | +14,872+4.6% | Added |
| Salem Investment Counselors Inc | 340,957 | $20.0M | 1.09% | +12,846+3.9% | Added |
| PM Capital Ltd | 344,066 | $20.2M | 3.79% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 345,581 | $20.3M | 0.11% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 345,685 | $20.3M | 0.03% | −136,980−28.4% | Reduced |
| Montag A & Associates Inc | 348,686 | $20.4M | 1.10% | −2,354−0.7% | Reduced |
| Guggenheim Capital LLC | 349,907 | $20.5M | 0.12% | −33,784−8.8% | Reduced |
| CIBC World Markets Corp | 352,635 | $20.7M | 0.14% | +10,064+2.9% | Added |
| Eagle Global Advisors LLC | 352,678 | $20.7M | 1.37% | +238+0.1% | Added |
| American Assets Investment Management, LLC | 354,000 | $20.8M | 2.57% | +10,000+2.9% | Added |