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 |
|---|---|---|---|---|---|
| Wealthsource Partners, LLC | 3,516 | $206.0K | 0.02% | +3,516 | New |
| Washington Trust Bank | 3,531 | $207.0K | 0.02% | +3,531 | New |
| CCG Wealth Management, LLC | 3,525 | $207.0K | 0.12% | +3,525 | New |
| Tranquility Partners, LLC | 3,524 | $207.0K | 0.11% | +3,524 | New |
| MV Capital Management, Inc. | 3,552 | $208.0K | 0.03% | +238+7.2% | Added |
| Chartist Inc | 3,548 | $208.1K | 0.10% | +3,548 | New |
| TrueWealth Advisors, LLC | 3,571 | $209.0K | 0.12% | −53−1.5% | Reduced |
| Hayden Royal, LLC | 3,585 | $210.0K | 0.34% | −984−21.5% | Reduced |
| Adviser Investments LLC | 3,579 | $210.0K | 0.02% | −156−4.2% | Reduced |
| Greatmark Investment Partners, Inc. | 3,584 | $210.0K | 0.04% | +3,584 | New |
| Samalin Investment Counsel, LLC | 3,576 | $210.0K | 0.14% | +3,576 | New |
| Patron Partners Advisors, LLC | 3,614 | $211.0K | 0.16% | −21−0.6% | Reduced |
| Chicago Capital, LLC | 3,600 | $211.0K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,604 | $211.0K | 0.00% | +3,604 | New |
| Crescent Capital Consulting, LLC | 3,668 | $215.0K | 0.04% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 3,705 | $217.0K | 0.10% | −180−4.6% | Reduced |
| B. Riley Wealth Management, Inc. | 3,722 | $218.0K | 0.02% | +3,722 | New |
| Ropes Wealth Advisors LLC | 3,736 | $219.0K | 0.04% | −838−18.3% | Reduced |
| Bollard Group LLC | 3,726 | $219.0K | 0.01% | +31+0.8% | Added |
| Wellington Shields & Co., LLC | 3,755 | $220.0K | 0.08% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,760 | $221.0K | 0.03% | −1,408−27.2% | Reduced |
| Kendall Capital Management | 3,774 | $221.0K | 0.12% | +133+3.7% | Added |
| Regent Peak Wealth Advisors LLC | 3,780 | $222.0K | 0.06% | +47+1.3% | Added |
| Carmichael Hill & Associates, Inc. | 3,842 | $225.0K | 0.13% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,838 | $225.0K | 0.05% | +3,838 | New |
| Principle Wealth Partners LLC | 3,850 | $226.0K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,859 | $226.0K | 0.02% | +134+3.6% | Added |
| Burt Wealth Advisors | 3,871 | $227.0K | 0.07% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,881 | $228.0K | 0.02% | −4,503−53.7% | Reduced |
| Financial Advocates Investment Management | 3,887 | $228.0K | 0.02% | +3,887 | New |
| Blue Barn Wealth, LLC | 3,887 | $228.0K | 0.20% | +3,887 | New |
| D'Orazio & Associates, Inc. | 3,904 | $229.0K | 0.06% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 3,914 | $230.0K | 0.12% | −24−0.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,000 | $235.0K | 0.03% | 00.0% | Unchanged |
| SPC Financial, Inc. | 4,000 | $235.0K | 0.03% | +4,000 | New |
| Almanack Investment Partners, LLC. | 4,016 | $236.0K | 0.02% | −39−1.0% | Reduced |
| MayTech Global Investments, LLC | 4,036 | $237.0K | 0.05% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 4,098 | $240.0K | 0.13% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 4,147 | $243.0K | 0.32% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 4,156 | $244.0K | 0.02% | +58+1.4% | Added |
| West Family Investments, Inc. | 4,172 | $245.0K | 0.06% | −204−4.7% | Reduced |
| Capital Management Corp | 4,200 | $246.0K | 0.05% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,219 | $247.0K | 0.01% | −18−0.4% | Reduced |
| First United Bank Trust | 4,222 | $248.0K | 0.10% | +600+16.6% | Added |
| ERTS Wealth Advisors, LLC | 4,238 | $248.0K | 0.07% | +4,238 | New |
| Guild Investment Management, Inc. | 4,248 | $249.0K | 0.24% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4,258 | $250.0K | 0.05% | −152−3.4% | Reduced |
| Capital Investment Services of America, Inc. | 4,277 | $251.0K | 0.02% | −100−2.3% | Reduced |
| Atwater Malick LLC | 4,274 | $251.0K | 0.13% | 00.0% | Unchanged |
| Norris Perne & French LLP | 4,300 | $252.0K | 0.02% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 4,291 | $252.0K | 0.13% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 4,297 | $252.0K | 0.10% | +60+1.4% | Added |
| MEMBERS Trust Co | 4,238 | $252.0K | 0.01% | +320+8.2% | Added |
| KB Financial Partners, LLC | 4,315 | $253.0K | 0.09% | −287−6.2% | Reduced |
| Smith & Howard Wealth Management, LLC | 4,339 | $254.0K | 0.12% | +4,339 | New |
| Ashton Thomas Private Wealth, LLC | 4,343 | $254.7K | 0.04% | −308−6.6% | Reduced |
| Rock Point Advisors, LLC | 4,350 | $255.0K | 0.07% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,387 | $257.0K | 0.02% | −112−2.5% | Reduced |
| Raffa Wealth Management, LLC | 4,408 | $258.5K | 0.09% | −8−0.2% | Reduced |
| Private Capital Group, LLC | 4,444 | $261.0K | 0.06% | +409+10.1% | Added |
| Bristlecone Advisors, LLC | 4,467 | $262.0K | 0.03% | +10.0% | Added |
| Tiemann Investment Advisors, LLC | 4,476 | $263.0K | 0.13% | −323−6.7% | Reduced |
| Strategic Wealth Designers | 4,483 | $263.0K | 0.08% | +25+0.6% | Added |
| First Foundation Advisors | 4,490 | $263.0K | 0.01% | +4,490 | New |
| Stillwater Investment Management, LLC | 4,507 | $264.0K | 0.07% | +38+0.9% | Added |
| LS Investment Advisors, LLC | 4,527 | $266.0K | 0.03% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 4,557 | $267.0K | 0.18% | −268−5.6% | Reduced |
| Truadvice, LLC | 4,140 | $268.0K | 0.25% | −3,627−46.7% | Reduced |
| Prio Wealth Limited Partnership | 4,583 | $269.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,580 | $269.0K | 0.03% | +4,580 | New |
| Henshaw Capital LLC | 4,616 | $270.7K | 0.02% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 4,642 | $272.0K | 0.06% | +247+5.6% | Added |
| Home Federal Bank of Tennessee | 4,661 | $273.0K | 0.10% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,200 | $274.0K | 0.01% | −622−8.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,682 | $275.0K | 0.02% | +371+8.6% | Added |
| Warren Averett Asset Management, LLC | 4,335 | $275.0K | 0.02% | +637+17.2% | Added |
| Lindbrook Capital, LLC | 4,701 | $276.0K | 0.07% | +88+1.9% | Added |
| Hamilton Capital, LLC | 4,706 | $276.0K | 0.02% | +4,706 | New |
| Manchester Financial Inc | 4,745 | $278.0K | 0.11% | 00.0% | Unchanged |
| Tobam | 4,744 | $278.0K | 0.01% | +721+17.9% | Added |
| Tocqueville Asset Management L.P. | 4,765 | $279.0K | 0.00% | −18−0.4% | Reduced |
| Excalibur Management Corp | 4,763 | $279.0K | 0.12% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 4,798 | $281.0K | 0.08% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,789 | $281.0K | 0.02% | +715+17.6% | Added |
| Fulton Breakefield Broenniman LLC | 4,800 | $282.0K | 0.02% | −568−10.6% | Reduced |
| Breiter Capital Management Inc | 4,850 | $284.0K | 0.16% | +4,850 | New |
| Engineers Gate Manager LP | 4,895 | $287.0K | 0.02% | −141,368−96.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,919 | $288.0K | 0.00% | +309+6.7% | Added |
| Cubist Systematic Strategies, LLC | 4,944 | $290.0K | 0.00% | −213,089−97.7% | Reduced |
| Alaethes Wealth LLC | 4,943 | $290.0K | 0.21% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 4,967 | $291.0K | 0.06% | +4,967 | New |
| ForthRight Wealth Management, LLC | 4,979 | $292.0K | 0.18% | +4,979 | New |
| Stewardship Advisors, LLC | 5,009 | $294.0K | 0.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,342 | $296.0K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,056 | $297.0K | 0.05% | −631−11.1% | Reduced |
| Harbor Financial Services, LLC | 5,070 | $297.0K | 0.13% | +5,070 | New |
| Sutton Wealth Advisors Inc. | 5,073 | $297.5K | 0.11% | +8+0.2% | Added |
| YorkBridge Wealth Partners, LLC | 5,093 | $299.0K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 5,132 | $301.0K | 0.01% | +1,014+24.6% | Added |
| J. L. Bainbridge & Co., Inc. | 5,168 | $303.0K | 0.04% | +245+5.0% | Added |