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 |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 359,991 | $21.1M | 0.23% | +327,201+997.9% | Added |
| PFS Investments Inc. | 326,416 | $21.1M | 0.44% | +27,220+9.1% | Added |
| Coerente Capital Management | 364,804 | $21.4M | 4.43% | +16,760+4.8% | Added |
| Teacher Retirement System of Texas | 367,791 | $21.6M | 0.12% | +65,021+21.5% | Added |
| Morningstar Investment Services LLC | 363,779 | $21.6M | 0.25% | −4,465−1.2% | Reduced |
| Amalgamated Bank | 368,885 | $21.6M | 0.18% | −15,197−4.0% | Reduced |
| Arizona State Retirement System | 375,026 | $22.0M | 0.18% | −2,426−0.6% | Reduced |
| Mariner, LLC | 377,331 | $22.1M | 0.12% | +38,643+11.4% | Added |
| Cullinan Associates Inc | 386,079 | $22.6M | 1.25% | +31,050+8.7% | Added |
| Matrix Asset Advisors Inc | 394,440 | $23.1M | 3.26% | +15,205+4.0% | Added |
| Capital World Investors | 396,021 | $23.2M | 0.00% | −873,177−68.8% | Reduced |
| USS Investment Management Ltd | 397,728 | $23.3M | 0.20% | +297,528+296.9% | Added |
| AMP Capital Investors Ltd | 401,536 | $23.6M | 0.13% | −62,473−13.5% | Reduced |
| First Long Island Investors, LLC | 407,884 | $23.9M | 2.05% | +16,088+4.1% | Added |
| South Dakota Investment Council | 409,858 | $24.0M | 0.43% | −29,250−6.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 417,700 | $24.5M | 0.13% | +139,037+49.9% | Added |
| Carlson Capital L P | 419,963 | $24.6M | 1.31% | +419,963 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 422,312 | $24.8M | 0.23% | −11,000−2.5% | Reduced |
| Professional Advisory Services Inc | 422,595 | $24.8M | 3.64% | +24,207+6.1% | Added |
| Ossiam | 426,484 | $25.0M | 0.71% | +425,151+31,894.3% | Added |
| Thomasville National Bank | 427,935 | $25.1M | 2.60% | +4,571+1.1% | Added |
| Baird Financial Group, Inc. | 435,214 | $25.5M | 0.07% | −100,072−18.7% | Reduced |
| Capitolis Advisors LLC | 427,171 | $26.4M | 0.24% | +427,171 | New |
| Marshall Wace North America L.P. | 451,333 | $26.5M | 0.11% | −228,518−33.6% | Reduced |
| Retirement Systems of Alabama | 458,392 | $26.9M | 0.10% | −33,554−6.8% | Reduced |
| 1832 Asset Management L.P. | 458,236 | $27.3M | 0.05% | −699,071−60.4% | Reduced |
| Natixis Advisors, L.P. | 464,773 | $27.3M | 0.11% | −5,838−1.2% | Reduced |
| Logan Capital Management Inc | 468,582 | $27.5M | 1.28% | +230,573+96.9% | Added |
| US Bancorp | 470,041 | $27.6M | 0.05% | −10,534−2.2% | Reduced |
| Oppenheimer Asset Management Inc. | 471,780 | $27.7M | 0.39% | +9,746+2.1% | Added |
| Montgomery Investment Management Inc | 473,588 | $27.8M | 10.37% | +1,000+0.2% | Added |
| American International Group, Inc. | 476,627 | $28.0M | 0.15% | −13,178−2.7% | Reduced |
| First Trust Advisors LP | 483,899 | $28.4M | 0.03% | −157,225−24.5% | Reduced |
| Nisa Investment Advisors, LLC | 491,263 | $28.8M | 0.17% | +1,500+0.3% | Added |
| M&G Investment Management Ltd | 490,777 | $29.0M | 0.14% | +210,168+74.9% | Added |
| Nordea Investment Management AB | 491,502 | $29.2M | 0.04% | −7,979−1.6% | Reduced |
| Squarepoint Ops LLC | 500,646 | $29.4M | 0.20% | +274,184+121.1% | Added |
| Commonwealth Equity Services, LLC | 508,896 | $29.8M | 0.07% | −2,505−0.5% | Reduced |
| Fifth Third Bancorp | 518,617 | $30.4M | 0.13% | +44,283+9.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 525,593 | $30.8M | 0.15% | +50,500+10.6% | Added |
| Bridgewater Associates, LP | 527,460 | $30.9M | 0.17% | +70,091+15.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 541,995 | $31.8M | 0.06% | +26,135+5.1% | Added |
| Fort Washington Investment Advisors Inc | 561,022 | $32.9M | 0.21% | +418,383+293.3% | Added |
| Standard Life Aberdeen plc | 557,838 | $33.2M | 0.07% | +2,730+0.5% | Added |
| GW Henssler & Associates Ltd | 566,681 | $33.2M | 2.31% | +58,697+11.6% | Added |
| Inverness Counsel LLC | 574,565 | $33.7M | 1.24% | −33,920−5.6% | Reduced |
| Treasurer of the State of North Carolina | 586,662 | $34.4M | 0.20% | +1,350+0.2% | Added |
| D. E. Shaw & Co., Inc. | 595,654 | $34.9M | 0.04% | −709,626−54.4% | Reduced |
| Farr Miller & Washington LLC | 602,262 | $35.3M | 2.30% | −1,527−0.3% | Reduced |
| NN Investment Partners Holdings N.V. | 606,343 | $35.6M | 0.20% | +425,825+235.9% | Added |
| TD Asset Management Inc | 607,906 | $35.7M | 0.04% | −26,574−4.2% | Reduced |
| Janney Montgomery Scott LLC | 609,754 | $35.8M | 0.15% | +25,861+4.4% | Added |
| Schroder Investment Management Group | 619,802 | $36.4M | 0.06% | −466,930−43.0% | Reduced |
| Vaughan David Investments LLC | 627,432 | $36.8M | 1.18% | −350−0.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 636,846 | $37.4M | 3.15% | +13,038+2.1% | Added |
| Prana Capital Management, LP | 650,848 | $38.2M | 3.36% | +200,505+44.5% | Added |
| River Road Asset Management, LLC | 651,562 | $38.2M | 0.42% | −48,796−7.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 662,594 | $38.9M | 0.14% | −17,035−2.5% | Reduced |
| Deprince Race & Zollo Inc | 663,056 | $38.9M | 1.04% | +16,976+2.6% | Added |
| Kornitzer Capital Management Inc | 663,891 | $38.9M | 0.60% | +5,175+0.8% | Added |
| SEI Investments Co | 671,251 | $39.4M | 0.08% | +97,891+17.1% | Added |
| Clark Capital Management Group, Inc. | 671,441 | $39.4M | 0.54% | +1,387+0.2% | Added |
| Toronto Dominion Bank | 672,790 | $39.5M | 0.06% | −108,818−13.9% | Reduced |
| Par Capital Management Inc | 675,000 | $39.6M | 0.95% | +175,000+35.0% | Added |
| Captrust Financial Advisors | 680,737 | $39.9M | 0.33% | +354,645+108.8% | Added |
| Schwartz Investment Counsel Inc | 681,945 | $40.0M | 1.64% | 00.0% | Unchanged |
| Bank of Nova Scotia | 685,178 | $40.2M | 0.07% | −597,275−46.6% | Reduced |
| Asset Management One Co.,Ltd. | 694,808 | $40.8M | 0.16% | −17,471−2.5% | Reduced |
| Pictet Asset Management SA | 708,473 | $41.6M | 0.05% | +708,473 | New |
| Los Angeles Capital Management LLC | 718,073 | $42.1M | 0.19% | +72,944+11.3% | Added |
| LPL Financial LLC | 720,499 | $42.3M | 0.04% | +135,062+23.1% | Added |
| State of Wisconsin Investment Board | 723,894 | $42.5M | 0.09% | +39,539+5.8% | Added |
| HighTower Advisors, LLC | 724,572 | $42.5M | 0.11% | +58,654+8.8% | Added |
| Storebrand Asset Management AS | 734,366 | $43.1M | 0.21% | +12,374+1.7% | Added |
| Rothschild & Co Asset Management US Inc. | 738,394 | $43.3M | 0.54% | −53,430−6.7% | Reduced |
| Letko, Brosseau & Associates Inc | 740,026 | $43.4M | 0.63% | −40,935−5.2% | Reduced |
| Rafferty Asset Management, LLC | 741,389 | $43.5M | 0.30% | −136,304−15.5% | Reduced |
| RNC Capital Management LLC | 744,414 | $43.7M | 2.32% | +1,130+0.2% | Added |
| State of New Jersey Common Pension Fund D | 780,629 | $45.8M | 0.14% | −6,768−0.9% | Reduced |
| Zacks Investment Management | 785,434 | $46.1M | 0.73% | +16,505+2.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 797,348 | $46.8M | 0.10% | −1,618−0.2% | Reduced |
| STRS Ohio | 797,718 | $46.8M | 0.18% | −96,218−10.8% | Reduced |
| Swedbank AB | 804,894 | $47.2M | 0.09% | −72,726−8.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 837,151 | $49.1M | 1.58% | +3,683+0.4% | Added |
| Tweedy, Browne Co LLC | 845,291 | $49.6M | 1.66% | −2,813−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 859,887 | $50.4M | 0.18% | −204,565−19.2% | Reduced |
| Nicholas Company, Inc. | 868,775 | $51.0M | 0.90% | −1700.0% | Reduced |
| Natixis | 880,164 | $51.6M | 0.18% | +880,164 | New |
| Chevy Chase Trust Holdings, Inc. | 897,218 | $52.6M | 0.18% | −36,415−3.9% | Reduced |
| Capital Group Private Client Services, Inc. | 907,645 | $53.2M | 0.62% | +907,645 | New |
| Clearbridge Investments, LLC | 949,713 | $55.7M | 0.04% | +281,066+42.0% | Added |
| Royal London Asset Management Ltd | 954,768 | $56.0M | 0.23% | −25,796−2.6% | Reduced |
| AMF Pensionsforsakring AB | 979,981 | $57.5M | 0.42% | +145,979+17.5% | Added |
| Great West Life Assurance Co | 986,894 | $58.2M | 0.14% | −167,353−14.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 1,010,400 | $59.3M | 0.38% | +22,500+2.3% | Added |
| RE Advisers Corp | 1,014,689 | $59.5M | 1.45% | +4,453+0.4% | Added |
| Russell Investments Group, Ltd. | 1,044,518 | $61.4M | 0.10% | +281,827+37.0% | Added |
| Equity Investment Corp | 1,063,969 | $62.4M | 2.39% | −13,691−1.3% | Reduced |
| Brandywine Global Investment Management, LLC | 1,065,591 | $62.5M | 0.47% | −70,797−6.2% | Reduced |
| Korea Investment CORP | 1,114,257 | $65.4M | 0.19% | −490,640−30.6% | Reduced |