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 |
|---|---|---|---|---|---|
| Probity Advisors, Inc. | 5,180 | $304.0K | 0.06% | +5,180 | New |
| Community Bank & Trust, Waco, Texas | 5,211 | $306.0K | 0.10% | +581+12.5% | Added |
| Berman Capital Advisors, LLC | 5,244 | $306.0K | 0.05% | +2,030+63.2% | Added |
| Renasant Bank | 5,233 | $307.0K | 0.24% | +1,236+30.9% | Added |
| HC Advisors, LLC | 5,260 | $309.0K | 0.20% | +303+6.1% | Added |
| Aviance Capital Partners, LLC | 5,335 | $313.0K | 0.06% | −143−2.6% | Reduced |
| M. Kulyk & Associates, LLC | 5,339 | $313.0K | 0.10% | −19−0.4% | Reduced |
| Teza Capital Management LLC | 5,392 | $316.0K | 0.15% | −43,016−88.9% | Reduced |
| ProVise Management Group, LLC | 5,396 | $316.0K | 0.03% | +198+3.8% | Added |
| Arlington Financial Advisors, LLC | 5,400 | $317.0K | 0.12% | −444−7.6% | Reduced |
| Proficio Capital Partners LLC | 5,428 | $318.0K | 0.04% | −1,096−16.8% | Reduced |
| PBMares Wealth Management LLC | 5,427 | $318.0K | 0.15% | −850−13.5% | Reduced |
| BBR Partners, LLC | 5,422 | $318.0K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 5,425 | $318.0K | 0.07% | +592+12.2% | Added |
| FineMark National Bank & Trust | 5,459 | $320.0K | 0.01% | −1,236−18.5% | Reduced |
| White Pine Capital LLC | 5,450 | $320.0K | 0.10% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5,478 | $321.0K | 0.03% | +181+3.4% | Added |
| Townsend Asset Management Corp | 5,539 | $325.0K | 0.17% | −108−1.9% | Reduced |
| Evercore Wealth Management, LLC | 5,580 | $327.0K | 0.01% | −22−0.4% | Reduced |
| Patriot Investment Management Inc. | 5,585 | $327.0K | 0.03% | +73+1.3% | Added |
| Hartford Financial Management Inc. | 5,633 | $330.0K | 0.08% | +84+1.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,656 | $332.0K | 0.06% | +705+14.2% | Added |
| Hudock, Inc. | 5,681 | $333.0K | 0.10% | −118−2.0% | Reduced |
| Putnam Investments LLC | 5,684 | $333.0K | 0.00% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,720 | $335.0K | 0.06% | +6+0.1% | Added |
| Alliance Wealth Advisors, LLC | 5,720 | $335.0K | 0.30% | +319+5.9% | Added |
| Valmark Advisers, Inc. | 5,719 | $335.0K | 0.01% | +362+6.8% | Added |
| Belpointe Asset Management LLC | 5,730 | $337.0K | 0.02% | −1,978−25.7% | Reduced |
| Wrapmanager Inc | 5,754 | $337.0K | 0.09% | +5,754 | New |
| EPG Wealth Management LLC | 5,765 | $338.0K | 0.14% | +575+11.1% | Added |
| Holistic Financial Partners | 5,779 | $339.0K | 0.21% | −146−2.5% | Reduced |
| Riverview Trust Co | 5,784 | $339.0K | 0.36% | 00.0% | Unchanged |
| Meyer Handelman Co | 5,800 | $340.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,866 | $344.0K | 0.03% | +1,652+39.2% | Added |
| Arkadios Wealth Advisors | 5,919 | $347.0K | 0.05% | −452−7.1% | Reduced |
| Meridian Financial Partners LLC | 5,838 | $350.0K | 0.23% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 5,959 | $350.0K | 0.03% | +1,796+43.1% | Added |
| Tandem Capital Management Corp | 6,026 | $353.0K | 0.22% | +85+1.4% | Added |
| Concord Wealth Partners | 6,053 | $355.0K | 0.15% | −74,599−92.5% | Reduced |
| Veracity Capital LLC | 6,059 | $355.0K | 0.15% | +100+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 6,077 | $356.0K | 0.12% | −3,898−39.1% | Reduced |
| Centaurus Financial, Inc. | 6,069 | $356.0K | 0.03% | +162+2.7% | Added |
| Fortress Wealth Group, LLC | 6,092 | $357.0K | 0.31% | +45+0.7% | Added |
| HHM Wealth Advisors, LLC | 6,109 | $358.0K | 0.10% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 6,096 | $358.0K | 0.22% | +473+8.4% | Added |
| Strategic Blueprint, LLC | 6,129 | $359.0K | 0.06% | +1,591+35.1% | Added |
| Independent Investors Inc | 6,157 | $361.0K | 0.09% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 6,198 | $364.0K | 0.19% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,213 | $364.0K | 0.04% | +488+8.5% | Added |
| Insight Advisors, LLC | 5,710 | $364.0K | 0.11% | −41−0.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,243 | $366.0K | 0.15% | 00.0% | Unchanged |
| Emfo, LLC | 6,315 | $370.0K | 0.33% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,308 | $370.0K | 0.02% | +1,415+28.9% | Added |
| Connors Investor Services Inc | 6,320 | $371.0K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,321 | $371.0K | 0.03% | +76+1.2% | Added |
| AlphaMark Advisors, LLC | 6,393 | $375.0K | 0.14% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 6,391 | $375.0K | 0.10% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 6,270 | $376.0K | 0.08% | +6,270 | New |
| Deseret Mutual Benefit Administrators | 6,420 | $377.0K | 0.07% | −1,487−18.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,500 | $381.0K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,568 | $385.0K | 0.05% | +6,568 | New |
| Illinois Municipal Retirement Fund | 6,574 | $386.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 6,582 | $386.0K | 0.12% | +250+3.9% | Added |
| Berkeley Capital Partners, LLC | 6,603 | $387.0K | 0.18% | +34+0.5% | Added |
| Ferris Capital, LLC | 6,116 | $388.0K | 0.08% | +6,116 | New |
| ARGI Investment Services, LLC | 6,701 | $393.0K | 0.01% | +518+8.4% | Added |
| Glen Eagle Advisors, LLC | 6,715 | $393.8K | 0.11% | +20.0% | Added |
| Graypoint LLC | 6,743 | $395.0K | 0.05% | +35+0.5% | Added |
| Nwam LLC | 6,759 | $396.0K | 0.04% | +429+6.8% | Added |
| Goepper Burkhardt LLC | 6,786 | $398.0K | 0.25% | +1,285+23.4% | Added |
| Family Legacy, Inc. | 6,563 | $399.0K | 0.18% | +20.0% | Added |
| Aua Capital Management, LLC | 6,835 | $401.0K | 0.25% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 6,845 | $401.0K | 0.03% | +531+8.4% | Added |
| Benin Management CORP | 6,878 | $403.0K | 0.13% | −1,030−13.0% | Reduced |
| Stony Point Wealth Management Inc. | 6,866 | $403.0K | 0.24% | +13+0.2% | Added |
| First Command Bank | 6,932 | $406.0K | 0.07% | −127−1.8% | Reduced |
| First Command Financial Services, Inc. | 6,932 | $406.0K | 0.07% | −127−1.8% | Reduced |
| Parkside Financial Bank & Trust | 6,938 | $407.0K | 0.12% | +449+6.9% | Added |
| Doyle Wealth Management | 6,951 | $408.0K | 0.03% | −351−4.8% | Reduced |
| Smithfield Trust Co | 7,031 | $414.0K | 0.03% | +160+2.3% | Added |
| Canton Hathaway, LLC | 7,081 | $415.0K | 0.12% | +7,081 | New |
| Capula Management Ltd | 7,092 | $416.0K | 0.03% | −4,126−36.8% | Reduced |
| Select Asset Management & Trust | 7,097 | $416.0K | 0.30% | 00.0% | Unchanged |
| Barings LLC | 7,109 | $417.0K | 0.01% | −3,686−34.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,109 | $417.0K | 0.02% | +24+0.3% | Added |
| Fieldpoint Private Securities, LLC | 7,128 | $418.0K | 0.09% | −108−1.5% | Reduced |
| New Jersey Better Educational Savings Trust | 7,122 | $418.0K | 0.83% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 7,143 | $418.9K | 0.18% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 7,155 | $420.0K | 0.11% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 7,172 | $421.0K | 0.13% | +94+1.3% | Added |
| Kore Private Wealth LLC | 7,194 | $422.0K | 0.04% | +1,872+35.2% | Added |
| Engine No. 1 LLC | 7,198 | $422.0K | 0.11% | +2,901+67.5% | Added |
| Wellington Shields Capital Management, LLC | 7,250 | $425.0K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7,253 | $425.0K | 0.03% | +1,048+16.9% | Added |
| Charter Trust Co | 7,269 | $426.0K | 0.04% | 00.0% | Unchanged |
| Resource Planning Group | 7,295 | $428.0K | 0.27% | 00.0% | Unchanged |
| BSW Wealth Partners | 7,292 | $428.0K | 0.12% | +2,237+44.3% | Added |
| Versor Investments LP | 7,300 | $428.0K | 0.01% | +7,300 | New |
| Washington Capital Management Inc | 7,321 | $429.4K | 0.38% | +7,321 | New |
| Augustine Asset Management Inc | 7,407 | $434.0K | 0.23% | +90+1.2% | Added |