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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 10,459 | $613.0K | 0.08% | +40.0% | Added |
| Virtue Capital Management, LLC | 10,494 | $615.0K | 0.11% | −27−0.3% | Reduced |
| WealthTrust Axiom LLC | 10,491 | $615.0K | 0.21% | +70+0.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,519 | $617.0K | 0.01% | +775+8.0% | Added |
| Conning Inc. | 10,563 | $620.0K | 0.02% | −2,728−20.5% | Reduced |
| Advisory Alpha, LLC | 10,596 | $621.0K | 0.04% | +10,596 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,642 | $624.0K | 0.01% | +46+0.4% | Added |
| Denali Advisors LLC | 10,700 | $628.0K | 0.26% | +10,700 | New |
| Evermay Wealth Management LLC | 10,794 | $633.0K | 0.12% | −250−2.3% | Reduced |
| CSM Advisors, LLC | 10,791 | $633.0K | 0.05% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 10,791 | $633.0K | 0.11% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 10,832 | $635.0K | 0.30% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 10,886 | $638.0K | 0.23% | +564+5.5% | Added |
| Main Street Financial Solutions, LLC | 10,940 | $642.0K | 0.10% | +2,055+23.1% | Added |
| Biltmore Family Office, LLC | 10,974 | $644.0K | 0.16% | −300−2.7% | Reduced |
| Ballentine Partners, LLC | 10,979 | $644.0K | 0.02% | −87−0.8% | Reduced |
| HighPoint Advisor Group LLC | 11,002 | $645.0K | 0.06% | +2,132+24.0% | Added |
| Opus Capital Group, LLC | 11,049 | $648.0K | 0.15% | −3,607−24.6% | Reduced |
| Curated Wealth Partners LLC | 11,077 | $650.0K | 0.36% | +4,483+68.0% | Added |
| Marietta Wealth Management, LLC | 11,094 | $651.0K | 0.14% | 00.0% | Unchanged |
| Philadelphia Trust Co | 11,127 | $653.0K | 0.05% | −2,350−17.4% | Reduced |
| Summit Asset Management, LLC | 11,137 | $653.0K | 0.20% | −964−8.0% | Reduced |
| Shayne & Co., LLC | 11,184 | $656.0K | 0.38% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 11,206 | $657.0K | 0.15% | +342+3.1% | Added |
| Eads & Heald Wealth Management | 11,201 | $657.0K | 0.32% | +685+6.5% | Added |
| Carnegie Capital Asset Management, LLC | 11,231 | $659.0K | 0.02% | −565−4.8% | Reduced |
| Boston Private Wealth LLC | 11,266 | $660.0K | 0.01% | +2,453+27.8% | Added |
| ETF Managers Group, LLC | 11,283 | $670.0K | 0.01% | +1,032+10.1% | Added |
| Optimal Asset Management, Inc. | 11,455 | $672.0K | 0.08% | +16+0.1% | Added |
| Busey Wealth Management | 11,498 | $674.0K | 0.03% | +16+0.1% | Added |
| Heron Financial Group, LLC | 11,568 | $678.0K | 0.38% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,578 | $679.0K | 0.02% | −1,074−8.5% | Reduced |
| Agf Investments Inc. | 11,578 | $679.0K | 0.01% | +504+4.6% | Added |
| Outlook Wealth Advisors, LLC | 11,609 | $681.0K | 0.22% | +146+1.3% | Added |
| Formidable Asset Management, LLC | 11,633 | $682.0K | 0.13% | −407−3.4% | Reduced |
| Segall Bryant & Hamill, LLC | 11,629 | $683.0K | 0.01% | +3,200+38.0% | Added |
| Sculati Wealth Management, LLC | 11,659 | $684.0K | 0.36% | 00.0% | Unchanged |
| BT Wealth Management LLC | 11,678 | $685.0K | 0.21% | +4,000+52.1% | Added |
| TD Ameritrade Investment Management, LLC | 18,075 | $688.0K | 0.01% | +1,553+9.4% | Added |
| Aspiriant, LLC | 11,729 | $688.0K | 0.04% | +362+3.2% | Added |
| CAPROCK Group, Inc. | 11,830 | $694.0K | 0.06% | +2,660+29.0% | Added |
| Smith Chas P & Associates Pa Cpas | 11,844 | $695.0K | 0.05% | +50.0% | Added |
| Sargent Bickham Lagudis LLC | 11,843 | $695.0K | 0.06% | +2,442+26.0% | Added |
| XTX Topco Ltd | 11,849 | $695.0K | 0.23% | +11,849 | New |
| Asset Dedication, LLC | 11,946 | $701.0K | 0.09% | +321+2.8% | Added |
| Savant Capital, LLC | 11,958 | $701.0K | 0.03% | +396+3.4% | Added |
| Integrated Wealth Concepts LLC | 11,966 | $702.0K | 0.02% | +1,115+10.3% | Added |
| Lumature Wealth Partners, LLC | 12,024 | $705.0K | 0.29% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 12,131 | $711.0K | 0.46% | −194−1.6% | Reduced |
| HBK Sorce Advisory LLC | 12,117 | $711.0K | 0.04% | +4,806+65.7% | Added |
| Canandaigua National Corp | 12,149 | $713.0K | 0.12% | −230−1.9% | Reduced |
| Erste Asset Management GmbH | 12,059 | $716.5K | 0.01% | +669+5.9% | Added |
| Successful Portfolios LLC | 12,235 | $718.0K | 0.43% | +5,164+73.0% | Added |
| Gratus Capital LLC | 12,254 | $719.0K | 0.08% | −933−7.1% | Reduced |
| Sentry Investment Management LLC | 12,260 | $719.0K | 0.21% | −478−3.8% | Reduced |
| Edge Capital Group, LLC | 12,282 | $720.0K | 0.06% | +1,970+19.1% | Added |
| MAI Capital Management | 12,327 | $723.0K | 0.01% | +1,091+9.7% | Added |
| Radnor Capital Management, LLC | 12,368 | $725.0K | 0.43% | +1,974+19.0% | Added |
| Vontobel Holding Ltd. | 12,410 | $727.0K | 0.01% | −5,585−31.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,460 | $731.0K | 0.07% | +1,759+16.4% | Added |
| AlphaCrest Capital Management LLC | 12,486 | $732.0K | 0.04% | −68,945−84.7% | Reduced |
| Van Leeuwen & Company, LLC | 12,487 | $732.0K | 0.45% | +12,487 | New |
| Hilltop Holdings Inc. | 12,569 | $737.0K | 0.08% | +1,785+16.6% | Added |
| Valeo Financial Advisors, LLC | 12,641 | $741.0K | 0.04% | +2,448+24.0% | Added |
| Balentine LLC | 12,629 | $741.0K | 0.03% | +4,188+49.6% | Added |
| IHT Wealth Management, LLC | 12,701 | $745.0K | 0.06% | −4,229−25.0% | Reduced |
| WBH Advisory Inc | 12,708 | $745.0K | 0.10% | +4,291+51.0% | Added |
| Penserra Capital Management LLC | 12,746 | $746.0K | 0.02% | +372+3.0% | Added |
| Woodard & Co Asset Management Group Inc | 12,780 | $750.0K | 0.46% | +786+6.6% | Added |
| Legacy Wealth Management, LLC | 12,905 | $756.9K | 0.40% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 13,605 | $757.0K | 0.05% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $760.0K | 0.02% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 12,989 | $762.0K | 0.52% | −1,000−7.1% | Reduced |
| Eastover Investment Advisors LLC | 13,016 | $763.0K | 0.50% | −150−1.1% | Reduced |
| Court Place Advisors, LLC | 13,020 | $764.0K | 0.23% | 00.0% | Unchanged |
| Trust Asset Management LLC | 13,026 | $764.0K | 0.11% | +872+7.2% | Added |
| Proequities, Inc. | 13,082 | $767.0K | 0.05% | +1,659+14.5% | Added |
| Altium Wealth Management LLC | 13,089 | $768.0K | 0.05% | +2,525+23.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $770.0K | 0.25% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 13,158 | $775.0K | 0.23% | +88+0.7% | Added |
| Summit Financial Group Inc | 13,414 | $787.0K | 0.28% | +8,865+194.9% | Added |
| Dowling & Yahnke LLC | 13,436 | $788.0K | 0.04% | −787−5.5% | Reduced |
| Cypress Capital Group | 13,445 | $789.0K | 0.11% | −1,130−7.8% | Reduced |
| Equitable Holdings, Inc. | 13,521 | $793.0K | 0.01% | −60−0.4% | Reduced |
| Hancock Whitney Corp | 13,554 | $796.0K | 0.03% | −2,228−14.1% | Reduced |
| Exencial Wealth Advisors, LLC | 13,634 | $800.0K | 0.03% | +998+7.9% | Added |
| Wealth Alliance Advisory Group, LLC | 13,677 | $802.0K | 0.39% | +70+0.5% | Added |
| Loudon Investment Management, LLC | 13,731 | $805.0K | 0.57% | −374−2.7% | Reduced |
| Norway Savings Bank | 13,734 | $805.0K | 0.38% | +2,375+20.9% | Added |
| Northwest Bancshares, Inc. | 13,810 | $810.0K | 0.18% | +11+0.1% | Added |
| Rehmann Capital Advisory Group | 13,814 | $810.2K | 0.08% | −774−5.3% | Reduced |
| Clarius Group, LLC | 13,820 | $811.0K | 0.07% | −1,057−7.1% | Reduced |
| S&CO Inc | 13,894 | $814.0K | 0.06% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13,943 | $817.8K | 0.02% | +1,901+15.8% | Added |
| Bartlett & Co. LLC | 13,943 | $818.0K | 0.02% | +1,901+15.8% | Added |
| Hudson Valley Investment Advisors Inc | 14,190 | $832.0K | 0.14% | −2,079−12.8% | Reduced |
| Mayfair Advisory Group, LLC | 13,859 | $832.0K | 1.28% | +8,200+144.9% | Added |
| Balyasny Asset Management LLC | 14,233 | $835.0K | 0.00% | −1,988,252−99.3% | Reduced |
| Community Trust & Investment Co | 14,236 | $835.0K | 0.07% | +61+0.4% | Added |
| Citizens Financial Group Inc | 14,319 | $840.0K | 0.03% | +14,319 | New |