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 |
|---|---|---|---|---|---|
| New England Asset Management Inc | 14,440 | $847.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 14,534 | $852.0K | 0.01% | +1,225+9.2% | Added |
| Fort Sheridan Advisors LLC | 14,549 | $853.0K | 0.28% | +160+1.1% | Added |
| Caldwell Trust Co | 14,544 | $853.0K | 0.11% | −1,425−8.9% | Reduced |
| Farmers Trust Co | 14,304 | $861.0K | 0.19% | −79,591−84.8% | Reduced |
| Ramiah Investment Group | 14,684 | $861.2K | 0.62% | +333+2.3% | Added |
| Monte Financial Group, LLC | 14,716 | $863.0K | 0.50% | −225−1.5% | Reduced |
| Great Lakes Advisors, LLC | 14,735 | $864.0K | 0.01% | +6,856+87.0% | Added |
| Voya Financial Advisors, Inc. | 14,588 | $867.0K | 0.11% | +1,091+8.1% | Added |
| Private Trust Co NA | 14,924 | $875.0K | 0.13% | +490+3.4% | Added |
| IFP Advisors, Inc | 14,803 | $875.0K | 0.02% | +4,224+39.9% | Added |
| Cornerstone Management, Inc. | 14,952 | $876.9K | 0.23% | 00.0% | Unchanged |
| Oak Associates, Ltd | 15,127 | $887.0K | 0.05% | 00.0% | Unchanged |
| Galibier Capital Management Ltd. | 15,147 | $888.0K | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15,161 | $889.0K | 0.04% | +1,189+8.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,191 | $891.0K | 0.52% | −267−1.7% | Reduced |
| Resources Management Corp | 15,200 | $891.0K | 0.13% | 00.0% | Unchanged |
| FLC Capital Advisors | 15,402 | $903.0K | 0.27% | 00.0% | Unchanged |
| NVWM, LLC | 15,453 | $906.0K | 0.33% | +240+1.6% | Added |
| Wedbush Securities Inc | 15,461 | $907.0K | 0.04% | +1,693+12.3% | Added |
| Marino, Stram & Associates LLC | 15,457 | $907.0K | 0.31% | +10,364+203.5% | Added |
| Nicolet Bankshares Inc | 15,679 | $920.0K | 0.24% | +5,416+52.8% | Added |
| Canal Capital Management, LLC | 15,759 | $924.0K | 0.26% | +78+0.5% | Added |
| Brighton Jones LLC | 16,118 | $945.0K | 0.05% | −252−1.5% | Reduced |
| Leisure Capital Management | 16,162 | $948.0K | 0.51% | +632+4.1% | Added |
| Trustcore Financial Services, LLC | 16,322 | $957.0K | 0.09% | +308+1.9% | Added |
| Israel Discount Bank of New York | 16,556 | $971.0K | 0.66% | +16,556 | New |
| Centiva Capital, LP | 16,609 | $974.0K | 0.08% | −37,822−69.5% | Reduced |
| Novare Capital Management LLC | 16,693 | $979.0K | 0.11% | +600+3.7% | Added |
| Assenagon Asset Management S.A. | 16,729 | $981.0K | 0.00% | +12,845+330.7% | Added |
| Pettee Investors, Inc. | 16,799 | $985.0K | 0.46% | +3,600+27.3% | Added |
| Modera Wealth Management, LLC | 16,910 | $992.0K | 0.05% | +1,264+8.1% | Added |
| Orion Portfolio Solutions, LLC | 16,949 | $994.0K | 0.04% | +4,769+39.2% | Added |
| Gabelli Funds LLC | 17,000 | $997.0K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 17,023 | $998.0K | 0.15% | +957+6.0% | Added |
| Live Oak Private Wealth LLC | 17,216 | $1.01M | 0.21% | +8,221+91.4% | Added |
| Lido Advisors, LLC | 17,250 | $1.01M | 0.02% | +3,671+27.0% | Added |
| BHK Investment Advisors, LLC | 17,258 | $1.01M | 0.42% | −48−0.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,357 | $1.02M | 0.16% | −663−3.7% | Reduced |
| Resources Investment Advisors, LLC. | 17,381 | $1.02M | 0.04% | −836−4.6% | Reduced |
| Texas Yale Capital Corp. | 17,475 | $1.02M | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 17,579 | $1.03M | 0.13% | +919+5.5% | Added |
| Paradigm Asset Management Co LLC | 17,600 | $1.03M | 0.28% | −900−4.9% | Reduced |
| Shepherd Financial Partners LLC | 17,691 | $1.04M | 0.20% | +773+4.6% | Added |
| Lakeview Capital Partners, LLC | 17,727 | $1.04M | 0.48% | −1,027−5.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 17,748 | $1.04M | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,792 | $1.04M | 0.07% | −4,800−21.2% | Reduced |
| Prospera Financial Services Inc | 17,823 | $1.04M | 0.05% | +4,452+33.3% | Added |
| SeaBridge Investment Advisors LLC | 18,046 | $1.06M | 0.35% | +221+1.2% | Added |
| Salomon & Ludwin, LLC | 18,032 | $1.06M | 0.16% | +517+3.0% | Added |
| Investment Management of Virginia LLC | 18,149 | $1.06M | 0.20% | +321+1.8% | Added |
| Sciencast Management LP | 18,237 | $1.07M | 0.30% | +18,237 | New |
| Marcum Wealth, LLC | 18,330 | $1.07M | 0.17% | +551+3.1% | Added |
| Mirova | 18,380 | $1.08M | 0.14% | +1,652+9.9% | Added |
| Harbour Investments, Inc. | 18,515 | $1.09M | 0.03% | +206+1.1% | Added |
| Ameritas Investment Partners, Inc. | 18,595 | $1.09M | 0.04% | −390−2.1% | Reduced |
| Franklin Street Advisors Inc | 18,577 | $1.09M | 0.09% | +10,907+142.2% | Added |
| CSS LLC | 18,618 | $1.09M | 0.06% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 18,815 | $1.10M | 0.17% | +9,851+109.9% | Added |
| West Paces Advisors Inc. | 18,846 | $1.11M | 0.39% | −730−3.7% | Reduced |
| Colony Group LLC | 18,942 | $1.11M | 0.02% | −199−1.0% | Reduced |
| Dynamic Advisor Solutions LLC | 18,961 | $1.11M | 0.08% | +4,374+30.0% | Added |
| Fiduciary Group LLC | 17,297 | $1.11M | 0.13% | −713−4.0% | Reduced |
| Adams Chetwood Wealth Management LLC | 19,024 | $1.12M | 0.81% | +3,305+21.0% | Added |
| Brookstone Capital Management | 18,642 | $1.12M | 0.02% | +627+3.5% | Added |
| Waldron Private Wealth LLC | 19,383 | $1.14M | 0.07% | +2,630+15.7% | Added |
| Legacy Financial Advisors, Inc. | 19,531 | $1.15M | 0.28% | +399+2.1% | Added |
| Bank Ozk | 19,533 | $1.15M | 0.52% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 19,608 | $1.15M | 0.73% | +15,022+327.6% | Added |
| Sheets Smith Wealth Management | 19,656 | $1.15M | 0.16% | +369+1.9% | Added |
| Vestcor Inc | 19,821 | $1.16M | 0.04% | −2,782−12.3% | Reduced |
| William Blair Investment Management, LLC | 19,840 | $1.16M | 0.00% | +5,209+35.6% | Added |
| Argent Advisors, Inc. | 20,006 | $1.17M | 0.67% | +2,708+15.7% | Added |
| Pensionfund DSM Netherlands | 20,000 | $1.17M | 0.15% | +20,000 | New |
| Taylor Hoffman Wealth Management | 19,626 | $1.18M | 0.51% | −428−2.1% | Reduced |
| Park Avenue Securities LLC | 20,174 | $1.18M | 0.02% | +3,976+24.5% | Added |
| Clearstead Advisors, LLC | 20,256 | $1.19M | 0.09% | +310+1.6% | Added |
| Beacon Pointe Advisors, LLC | 20,318 | $1.19M | 0.03% | −4,502−18.1% | Reduced |
| BCS Wealth Management | 20,392 | $1.20M | 0.51% | −1,569−7.1% | Reduced |
| Seeyond | 20,393 | $1.20M | 0.12% | +10,014+96.5% | Added |
| Boston Trust Walden Corp | 20,443 | $1.20M | 0.01% | +95+0.5% | Added |
| Achmea Investment Management B.V. | 20,472 | $1.20M | 0.04% | +2,330+12.8% | Added |
| Toroso Investments, LLC | 20,536 | $1.20M | 0.05% | +3,085+17.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,695 | $1.21M | 0.61% | +2,540+14.0% | Added |
| Selective Wealth Management, Inc. | 20,717 | $1.22M | 0.64% | −122−0.6% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 20,743 | $1.22M | 0.21% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 20,964 | $1.23M | 0.07% | +2,889+16.0% | Added |
| OmniStar Financial Group, Inc. | 21,020 | $1.23M | 1.46% | +21,020 | New |
| First Hawaiian Bank | 21,121 | $1.24M | 0.05% | −1,115−5.0% | Reduced |
| Avantax Advisory Services, Inc. | 21,102 | $1.24M | 0.02% | −5,406−20.4% | Reduced |
| Ballast, Inc. | 21,369 | $1.25M | 0.53% | +1,174+5.8% | Added |
| Arvest Bank Trust Division | 21,372 | $1.25M | 0.07% | +4,217+24.6% | Added |
| Pitcairn Co | 21,390 | $1.25M | 0.09% | −491−2.2% | Reduced |
| Cetera Advisors LLC | 21,422 | $1.26M | 0.02% | +3,493+19.5% | Added |
| Simmons Bank | 21,445 | $1.26M | 0.09% | −100−0.5% | Reduced |
| Compton Capital Management Inc | 21,663 | $1.27M | 0.37% | +3,050+16.4% | Added |
| We Are One Seven, LLC | 20,035 | $1.27M | 0.16% | +1,642+8.9% | Added |
| Unified Trust Company, N.A. | 21,717 | $1.27M | 0.38% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 21,750 | $1.27M | 0.20% | +3,842+21.5% | Added |
| Boenning & Scattergood, Inc. | 21,918 | $1.28M | 0.23% | −79−0.4% | Reduced |