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; 1,706 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 | 1,706 | $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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 745 | $44.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 778 | $46.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 800 | $48.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 845 | $50.0K | 0.01% | −161−16.0% | Reduced |
| Wolff Wiese Magana LLC | 845 | $50.0K | 0.04% | −34−3.9% | Reduced |
| Harvest Fund Management Co., Ltd | 854 | $50.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 861 | $50.0K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 912 | $53.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 900 | $53.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 900 | $53.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 911 | $53.0K | 0.01% | +39+4.5% | Added |
| Central Bank & Trust Co | 945 | $55.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,013 | $59.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,010 | $59.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,009 | $59.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,618 | $62.0K | 0.04% | −3,187−66.3% | Reduced |
| Westside Investment Management, Inc. | 1,070 | $62.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,060 | $62.0K | 0.00% | +1,060 | New |
| Larson Financial Group LLC | 1,082 | $63.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,096 | $64.0K | 0.00% | −585−34.8% | Reduced |
| American National Bank | 1,084 | $64.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 1,100 | $65.0K | 0.04% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,102 | $65.0K | 0.01% | +1+0.1% | Added |
| Perkins Coie Trust Co | 1,122 | $66.0K | 0.02% | −405−26.5% | Reduced |
| Sirios Capital Management L P | 1,141 | $67.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,163 | $68.0K | 0.02% | +263+29.2% | Added |
| Simon Quick Advisors, LLC | 1,190 | $69.0K | 0.02% | +342+40.3% | Added |
| Versant Capital Management, Inc | 1,188 | $70.0K | 0.02% | −63−5.0% | Reduced |
| Capital Analysts, LLC | 1,230 | $72.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,280 | $75.0K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,294 | $75.9K | 0.06% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,313 | $77.0K | 0.00% | +220+20.1% | Added |
| Herold Advisors, Inc. | 1,343 | $78.0K | 0.03% | +1,343 | New |
| Macroview Investment Management LLC | 1,391 | $82.0K | 0.11% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,390 | $82.0K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,415 | $83.0K | 0.02% | +1,415 | New |
| Charter Oak Capital Management, LLC | 1,495 | $88.0K | 0.01% | −350−19.0% | Reduced |
| Liberty Wealth Management LLC | 1,464 | $89.0K | 0.03% | +970+196.4% | Added |
| Walleye Trading LLC | 1,591 | $93.0K | 0.00% | +1,591 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,657 | $97.0K | 0.01% | −4,764−74.2% | Reduced |
| M&R Capital Management Inc | 1,665 | $97.0K | 0.02% | −630−27.5% | Reduced |
| Halpern Financial, Inc. | 1,725 | $101.2K | 0.05% | −342−16.5% | Reduced |
| Front Row Advisors LLC | 1,764 | $103.0K | 0.04% | −102−5.5% | Reduced |
| Ogorek Anthony Joseph | 1,758 | $103.0K | 0.05% | +8+0.5% | Added |
| Atlas Capital Advisors LLC | 1,760 | $103.2K | 0.02% | −19,111−91.6% | Reduced |
| First PREMIER Bank | 1,780 | $104.0K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,830 | $107.0K | 0.03% | +1,830 | New |
| TCI Wealth Advisors, Inc. | 1,873 | $110.0K | 0.02% | +171+10.0% | Added |
| Paloma Partners Management Co | 1,936 | $113.0K | 0.00% | −265,987−99.3% | Reduced |
| Clean Yield Group | 1,927 | $113.0K | 0.04% | +201+11.6% | Added |
| Pacitti Group Inc. | 1,944 | $114.0K | 0.07% | +362+22.9% | Added |
| IMA Wealth, Inc. | 1,961 | $115.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,069 | $121.0K | 0.03% | +1,185+134.0% | Added |
| Arlington Partners LLC | 2,088 | $122.0K | 0.04% | +2,088 | New |
| Holloway Wealth Management, LLC | – | $123.0K | 0.04% | – | – |
| Atlantic Trust, LLC | 2,113 | $124.0K | 0.08% | +2,113 | New |
| Neo Ivy Capital Management | 3,330 | $125.0K | 0.14% | −5,244−61.2% | Reduced |
| Evoke Wealth, LLC | 2,134 | $125.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,175 | $128.0K | 0.08% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,302 | $135.0K | 0.02% | −70−3.0% | Reduced |
| Aspire Private Capital, LLC | 2,374 | $139.0K | 0.05% | −88−3.6% | Reduced |
| Lloyd Advisory Services, LLC. | 2,374 | $139.0K | 0.07% | +951+66.8% | Added |
| SG3 Management, LLC | 2,400 | $141.0K | 0.05% | +2,400 | New |
| JJJ Advisors Inc. | 2,414 | $142.0K | 0.05% | +4+0.2% | Added |
| Harbor Investment Advisory, LLC | 2,477 | $145.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,531 | $148.0K | 0.10% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,644 | $155.0K | 0.04% | +14+0.5% | Added |
| JFS Wealth Advisors, LLC | 2,674 | $157.0K | 0.02% | +2,342+705.4% | Added |
| Wealth Quarterback LLC | 2,689 | $158.0K | 0.10% | +16+0.6% | Added |
| Optimum Investment Advisors | 2,745 | $161.0K | 0.07% | −13,682−83.3% | Reduced |
| Phoenix Wealth Advisors | 2,935 | $172.0K | 0.13% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,958 | $173.0K | 0.03% | −47−1.6% | Reduced |
| Clear Investment Research, LLC | 3,000 | $176.0K | 0.29% | 00.0% | Unchanged |
| Allworth Financial LP | 3,052 | $179.0K | 0.00% | +1,257+70.0% | Added |
| CX Institutional | 3,065 | $180.0K | 0.01% | +904+41.8% | Added |
| Consolidated Planning Corp | 3,121 | $183.0K | 0.12% | +3,121 | New |
| Glassman Wealth Services | 3,166 | $186.0K | 0.04% | −942−22.9% | Reduced |
| Carderock Capital Management Inc | 3,237 | $190.0K | 0.05% | +3,237 | New |
| First Mercantile Trust Co | 3,340 | $196.0K | 0.03% | −440−11.6% | Reduced |
| Klingenstein Fields & Co LP | 3,425 | $201.0K | 0.01% | +3,425 | New |
| Roanoke Asset Management Corp | 3,447 | $202.0K | 0.07% | +3,447 | New |
| Cooper/Haims Advisors, LLC | 3,447 | $202.0K | 0.12% | +3,447 | New |
| Keudell/Morrison Wealth Management | 3,451 | $202.0K | 0.09% | +3,451 | New |
| Boyd Watterson Asset Management LLC | 3,461 | $203.0K | 0.07% | −3,053−46.9% | Reduced |
| Avantax Planning Partners, Inc. | 3,466 | $203.0K | 0.01% | +3,466 | New |
| WMS Partners, LLC | 3,456 | $203.0K | 0.03% | +3,456 | New |
| Redmond Asset Management, LLC | 3,453 | $203.0K | 0.06% | +3,453 | New |
| Circle Wealth Management, LLC | 3,459 | $203.0K | 0.03% | +3,459 | New |
| Keystone Financial Group | 3,464 | $203.0K | 0.04% | +3,464 | New |
| SRS Capital Advisors, Inc. | 3,471 | $204.0K | 0.03% | +10.0% | Added |
| Northside Capital Management, LLC | 3,485 | $204.0K | 0.06% | +3,485 | New |
| Harbor Advisors LLC | 3,500 | $205.0K | 0.04% | +3,500 | New |
| Wells Trecaso Financial Group, LLC | 3,500 | $205.0K | 0.10% | +3,500 | New |
| Warther Private Wealth, LLC | 3,408 | $205.0K | 0.18% | +3,408 | New |
| Creative Financial Designs Inc | 3,512 | $206.0K | 0.03% | +10.0% | Added |
| Ssi Investment Management LLC | 3,499 | $206.0K | 0.01% | +3,499 | New |
| Private Asset Management Inc | 3,511 | $206.0K | 0.03% | +3,511 | New |
| Apriem Advisors | 3,519 | $206.0K | 0.03% | +3,519 | New |
| Paragon Capital Management Ltd | 3,518 | $206.0K | 0.04% | +3,518 | New |
| Landmark Financial Advisors, LLC | 3,537 | $206.0K | 0.11% | +3,537 | New |