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 |
|---|---|---|---|---|---|
| Ballew Advisors, Inc | 7,127 | $434.0K | 0.32% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 7,416 | $435.0K | 0.07% | +9+0.1% | Added |
| Johnson Financial Group, Inc. | 7,413 | $435.0K | 0.03% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 7,455 | $437.0K | 0.07% | +766+11.5% | Added |
| Signature Estate & Investment Advisors LLC | 7,486 | $439.0K | 0.02% | +105+1.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,500 | $439.9K | 0.00% | −2,368−24.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 7,506 | $440.0K | 0.35% | +183+2.5% | Added |
| Gilbert & Cook, Inc. | 7,527 | $441.0K | 0.08% | +43+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,525 | $441.0K | 0.10% | +422+5.9% | Added |
| Naples Global Advisors, LLC | 7,555 | $443.0K | 0.06% | +362+5.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,590 | $445.0K | 0.28% | +13+0.2% | Added |
| Gemmer Asset Management LLC | 7,591 | $445.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,612 | $446.0K | 0.06% | +565+8.0% | Added |
| CIBC World Markets Inc. | 7,600 | $446.0K | 0.00% | +606+8.7% | Added |
| Penobscot Investment Management Company, Inc. | 7,610 | $447.0K | 0.07% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 7,640 | $448.0K | 0.18% | −21,642−73.9% | Reduced |
| Systematic Financial Management LP | 7,659 | $449.0K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,675 | $450.0K | 0.06% | −296−3.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,724 | $453.0K | 0.09% | +128+1.7% | Added |
| Curbstone Financial Management Corp | 7,738 | $454.0K | 0.09% | 00.0% | Unchanged |
| ACG Wealth | 7,817 | $458.0K | 0.06% | +159+2.1% | Added |
| Fisher Asset Management, LLC | 7,810 | $458.0K | 0.00% | +1,263+19.3% | Added |
| First Manhattan Co | 7,869 | $461.0K | 0.00% | −65−0.8% | Reduced |
| Lake Street Financial LLC | 7,928 | $465.0K | 0.11% | +561+7.6% | Added |
| Xcel Wealth Management, LLC | 7,968 | $467.0K | 0.14% | 00.0% | Unchanged |
| Madison Wealth Management | 7,988 | $468.0K | 0.10% | +7,988 | New |
| Compagnie Lombard Odier SCmA | 8,000 | $469.0K | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 8,032 | $471.0K | 0.01% | +240+3.1% | Added |
| Cobblestone Capital Advisors LLC | 8,069 | $473.0K | 0.03% | −295−3.5% | Reduced |
| D. Scott Neal, Inc. | 8,064 | $473.0K | 0.20% | +34+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 8,077 | $474.0K | 0.12% | +3,020+59.7% | Added |
| Guyasuta Investment Advisors Inc | 8,142 | $478.0K | 0.03% | +1,138+16.2% | Added |
| Edgestream Partners, L.P. | 8,172 | $479.0K | 0.03% | −68,956−89.4% | Reduced |
| Birmingham Capital Management Co Inc | 8,209 | $481.0K | 0.18% | 00.0% | Unchanged |
| Montecito Bank & Trust | 8,236 | $483.0K | 0.09% | −82−1.0% | Reduced |
| Marks Group Wealth Management, Inc | 8,318 | $485.0K | 0.07% | −3,083−27.0% | Reduced |
| Keebeck Alpha, LP | 8,275 | $485.0K | 0.15% | +1,762+27.1% | Added |
| Jump Financial, LLC | 8,302 | $487.0K | 0.04% | +8,302 | New |
| Wagner Wealth Management, LLC | 7,704 | $489.0K | 0.39% | −99−1.3% | Reduced |
| Assetmark, Inc | 8,346 | $489.0K | 0.00% | +556+7.1% | Added |
| Kingfisher Capital LLC | 8,488 | $497.0K | 0.13% | +29+0.3% | Added |
| SevenBridge Financial Group, LLC | 8,504 | $499.0K | 0.17% | −475−5.3% | Reduced |
| Oxford Financial Group Ltd | 8,513 | $499.0K | 0.06% | +12+0.1% | Added |
| Horizon Financial Services, LLC | 8,550 | $501.0K | 0.33% | +6,057+243.0% | Added |
| Institute for Wealth Management, LLC. | 8,563 | $502.0K | 0.09% | −172−2.0% | Reduced |
| NewSquare Capital LLC | 8,557 | $502.0K | 0.06% | −55−0.6% | Reduced |
| Peoples Bank | 8,648 | $507.0K | 0.27% | −175−2.0% | Reduced |
| Cim Investment Mangement Inc | 8,656 | $508.0K | 0.16% | −58−0.7% | Reduced |
| Horizon Investments, LLC | 8,750 | $509.0K | 0.02% | −40,041−82.1% | Reduced |
| Certified Advisory Corp | 8,678 | $509.0K | 0.12% | −129−1.5% | Reduced |
| American Research & Management Co. | 8,755 | $513.0K | 0.12% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 8,812 | $516.0K | 0.22% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 8,783 | $516.0K | 0.08% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8,830 | $517.0K | 0.02% | +907+11.4% | Added |
| Gotham Asset Management, LLC | 8,856 | $519.0K | 0.02% | +8,856 | New |
| Intrua Financial, LLC | 8,305 | $523.0K | 0.10% | +3,094+59.4% | Added |
| Sage Mountain Advisors LLC | 8,936 | $524.0K | 0.08% | +2,104+30.8% | Added |
| Ambassador Advisors, LLC | 8,943 | $525.0K | 0.10% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 9,074 | $532.0K | 0.16% | −335−3.6% | Reduced |
| Parthenon LLC | 9,112 | $534.0K | 0.08% | −2,000−18.0% | Reduced |
| Andesa Financial Management Inc. | 9,218 | $541.0K | 0.29% | +56+0.6% | Added |
| Gateway Investment Advisers LLC | 9,271 | $544.0K | 0.01% | −293−3.1% | Reduced |
| Annapolis Financial Services, LLC | 9,279 | $544.0K | 0.18% | +3,064+49.3% | Added |
| Verus Financial Partners, Inc. | 8,822 | $545.0K | 0.08% | +317+3.7% | Added |
| Sequoia Financial Advisors, LLC | 9,315 | $546.0K | 0.06% | −50,138−84.3% | Reduced |
| American National Registered Investment Advisor, Inc. | 9,340 | $548.0K | 0.20% | −44−0.5% | Reduced |
| Cozad Asset Management Inc | 9,355 | $549.0K | 0.09% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 9,132 | $550.0K | 0.04% | −1,826−16.7% | Reduced |
| Personal Capital Advisors Corp | 9,373 | $550.0K | 0.00% | +31+0.3% | Added |
| Mountain Pacific Investment Advisers Inc | 9,439 | $554.0K | 0.03% | −179−1.9% | Reduced |
| NEXT Financial Group, Inc | 9,484 | $557.0K | 0.04% | +6,132+182.9% | Added |
| Day & Ennis, LLC | 9,507 | $558.0K | 0.19% | 00.0% | Unchanged |
| Collective Family Office LLC | 9,540 | $560.0K | 0.24% | −610−6.0% | Reduced |
| 1st Source Bank | 9,580 | $562.0K | 0.04% | −725−7.0% | Reduced |
| Quest Capital Management Inc | 9,581 | $562.0K | 0.11% | +442+4.8% | Added |
| 180 Wealth Advisors, LLC | 9,176 | $563.0K | 0.12% | +96+1.1% | Added |
| Meristem Family Wealth, LLC | 10,896 | $565.0K | 0.05% | +2,269+26.3% | Added |
| Carolinas Wealth Consulting LLC | 9,708 | $569.0K | 0.13% | −3,787−28.1% | Reduced |
| DuPont Capital Management Corp | 9,721 | $570.0K | 0.02% | −11,862−55.0% | Reduced |
| Koshinski Asset Management, Inc. | 9,854 | $577.9K | 0.05% | +963+10.8% | Added |
| BDO Wealth Advisors, LLC | 9,849 | $578.0K | 0.06% | +375+4.0% | Added |
| NBT Bank N A | 9,964 | $584.0K | 0.08% | +288+3.0% | Added |
| Essex Savings Bank | 10,246 | $585.0K | 0.21% | +40+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 10,004 | $587.0K | 0.07% | −2,635−20.8% | Reduced |
| American Assets Inc | 10,000 | $587.0K | 0.17% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10,056 | $590.0K | 0.16% | −89−0.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,071 | $591.0K | 0.08% | +10,071 | New |
| V Wealth Advisors LLC | 10,136 | $595.0K | 0.09% | −273−2.6% | Reduced |
| First Bank & Trust | 10,170 | $596.0K | 0.27% | +2,361+30.2% | Added |
| Aigen Investment Management, LP | 10,238 | $600.0K | 0.12% | +10,238 | New |
| Sigma Planning Corp | 10,243 | $601.0K | 0.02% | +3,486+51.6% | Added |
| Liontrust Investment Partners LLP | 10,249 | $601.1K | 0.01% | +10,249 | New |
| Jackson Square Capital, LLC | 10,351 | $607.0K | 0.20% | +581+5.9% | Added |
| Covenant Asset Management, LLC | 10,362 | $608.0K | 0.18% | −108−1.0% | Reduced |
| Crawford Investment Counsel Inc | 10,361 | $608.0K | 0.01% | +284+2.8% | Added |
| NorthRock Partners, LLC | 10,368 | $608.0K | 0.05% | +1,473+16.6% | Added |
| Avidian Wealth Solutions, LLC | 10,384 | $609.0K | 0.05% | +1,041+11.1% | Added |
| Altus Wealth Group LLC | 10,379 | $609.0K | 0.61% | +1,178+12.8% | Added |
| FSB Premier Wealth Management, Inc. | 10,420 | $611.0K | 0.31% | −895−7.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,412 | $611.0K | 0.23% | +510+5.2% | Added |