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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 22,023 | $1.29M | 0.13% | +11,513+109.5% | Added |
| Searle & Co. | 22,100 | $1.30M | 0.53% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 22,258 | $1.30M | 0.19% | −51−0.2% | Reduced |
| Altavista Wealth Management, Inc. | 22,321 | $1.31M | 0.29% | +11,600+108.2% | Added |
| Copeland Capital Management, LLC | 22,390 | $1.31M | 0.04% | −114−0.5% | Reduced |
| Capital City Trust Co | 22,408 | $1.31M | 0.41% | −255−1.1% | Reduced |
| Atticus Wealth Management, LLC | 22,450 | $1.32M | 0.58% | 00.0% | Unchanged |
| Lincoln National Corp | 22,582 | $1.32M | 0.03% | +1,755+8.4% | Added |
| Aprio Wealth Management, LLC | 22,778 | $1.34M | 0.61% | −20−0.1% | Reduced |
| Hills Bank & Trust Co | 22,869 | $1.34M | 0.20% | +1,966+9.4% | Added |
| Stratos Wealth Advisors, LLC | 22,945 | $1.35M | 0.11% | −2,107−8.4% | Reduced |
| City Holding Co | 22,988 | $1.35M | 0.23% | −5,560−19.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 22,991 | $1.35M | 0.07% | +716+3.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 23,038 | $1.35M | 0.13% | +221+1.0% | Added |
| Intrust Bank NA | 23,079 | $1.35M | 0.18% | +2,287+11.0% | Added |
| IndexIQ Advisors LLC | 23,234 | $1.36M | 0.05% | +1,139+5.2% | Added |
| Wetherby Asset Management Inc | 23,308 | $1.37M | 0.08% | +836+3.7% | Added |
| Homrich & Berg | 23,339 | $1.37M | 0.03% | +162+0.7% | Added |
| Meridian Wealth Management, LLC | 23,385 | $1.37M | 0.17% | +1,171+5.3% | Added |
| Arabesque Asset Management Ltd | 23,427 | $1.37M | 0.46% | +23,427 | New |
| Bessemer Securities LLC | 23,478 | $1.38M | 0.47% | +3,100+15.2% | Added |
| Princeton Global Asset Management LLC | 23,494 | $1.38M | 0.42% | +766+3.4% | Added |
| Mission Creek Capital Partners, Inc. | 23,414 | $1.38M | 0.26% | −520−2.2% | Reduced |
| Ieq Capital, LLC | 23,741 | $1.39M | 0.04% | +14,406+154.3% | Added |
| Comerica Securities,inc. | 24,178 | $1.42M | 0.10% | +2,300+10.5% | Added |
| Global Retirement Partners, LLC | 24,642 | $1.45M | 0.14% | +610+2.5% | Added |
| Fortem Financial Group, LLC | 24,863 | $1.46M | 0.74% | +508+2.1% | Added |
| Wealth Alliance | 24,998 | $1.47M | 0.33% | +4,228+20.4% | Added |
| Sumitomo Life Insurance Co | 25,179 | $1.48M | 0.04% | −1,061−4.0% | Reduced |
| True North Advisors, LLC | 25,202 | $1.48M | 0.29% | +724+3.0% | Added |
| First Midwest Bank Trust Division | 25,410 | $1.49M | 0.21% | +800+3.3% | Added |
| Van Eck Associates Corp | 25,692 | $1.51M | 0.00% | +2,286+9.8% | Added |
| Moors & Cabot, Inc. | 25,744 | $1.51M | 0.09% | +1,609+6.7% | Added |
| Capital Asset Advisory Services LLC | 25,881 | $1.52M | 0.17% | +326+1.3% | Added |
| RBF Capital, LLC | 25,900 | $1.52M | 0.09% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 25,954 | $1.52M | 0.75% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 25,983 | $1.52M | 0.51% | +909+3.6% | Added |
| Stratos Wealth Partners, LTD. | 26,091 | $1.53M | 0.04% | +2,550+10.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 26,338 | $1.54M | 0.08% | +6,809+34.9% | Added |
| Thompson Investment Management, Inc. | 26,361 | $1.55M | 0.23% | +93+0.4% | Added |
| Investors Research Corp | 26,382 | $1.55M | 0.52% | 00.0% | Unchanged |
| Veriti Management LLC | 26,608 | $1.56M | 0.22% | −14−0.1% | Reduced |
| Sandhill Capital Partners LLC | 27,038 | $1.59M | 0.13% | +1,245+4.8% | Added |
| New England Research & Management, Inc. | 27,095 | $1.59M | 0.83% | −264−1.0% | Reduced |
| Kinneret Advisory, LLC | 27,230 | $1.60M | 0.19% | 00.0% | Unchanged |
| Central Trust Co | 27,334 | $1.60M | 0.06% | +817+3.1% | Added |
| Investors Asset Management of Georgia Inc | 27,404 | $1.61M | 0.84% | +227+0.8% | Added |
| Wealthcare Advisory Partners LLC | 27,419 | $1.61M | 0.11% | +2,299+9.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 27,538 | $1.61M | 0.02% | −1,484−5.1% | Reduced |
| MTM Investment Management, LLC | 27,543 | $1.61M | 0.88% | +100.0% | Added |
| Snowden Capital Advisors LLC | 27,562 | $1.62M | 0.08% | +194+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 27,654 | $1.62M | 0.03% | +4,298+18.4% | Added |
| Moneta Group Investment Advisors LLC | 27,741 | $1.63M | 0.08% | −1,953−6.6% | Reduced |
| HNP Capital LLC | 27,841 | $1.63M | 0.41% | +636+2.3% | Added |
| American Portfolios Advisors | 27,917 | $1.64M | 0.06% | +437+1.6% | Added |
| Ally Financial Inc. | 28,000 | $1.64M | 0.16% | +28,000 | New |
| Vectors Research Management, LLC | 28,165 | $1.65M | 0.39% | +960+3.5% | Added |
| Banque Cantonale Vaudoise | 28,200 | $1.65M | 0.07% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 28,342 | $1.66M | 0.01% | −675−2.3% | Reduced |
| Nomura Holdings Inc | 27,888 | $1.68M | 0.01% | +10,628+61.6% | Added |
| WealthPLAN Partners, LLC | 27,786 | $1.68M | 0.11% | +113+0.4% | Added |
| Partners in Financial Planning | 28,731 | $1.69M | 0.53% | +39+0.1% | Added |
| Bard Financial Services, Inc. | 28,930 | $1.70M | 0.15% | −825−2.8% | Reduced |
| JustInvest LLC | 29,080 | $1.71M | 0.15% | +18,310+170.0% | Added |
| Loomis Sayles & Co L P | 29,342 | $1.72M | 0.00% | −1,566−5.1% | Reduced |
| United Asset Strategies, Inc. | 29,541 | $1.73M | 0.22% | +1,504+5.4% | Added |
| Game Creek Capital, LP | 29,750 | $1.75M | 0.93% | +1,250+4.4% | Added |
| Siemens Fonds Invest GmbH | 29,874 | $1.75M | 0.12% | +1,993+7.1% | Added |
| Dividend Assets Capital, LLC | 30,016 | $1.76M | 0.35% | −350−1.2% | Reduced |
| Dean Investment Associates, LLC | 30,059 | $1.76M | 0.33% | −1,762−5.5% | Reduced |
| Transcend Wealth Collective, LLC | 27,503 | $1.77M | 0.16% | +27,503 | New |
| Rede Wealth, LLC | 30,277 | $1.78M | 0.95% | +40.0% | Added |
| Csenge Advisory Group | 29,649 | $1.78M | 0.15% | −1,805−5.7% | Reduced |
| CNB Bank | 30,511 | $1.79M | 1.07% | +3,856+14.5% | Added |
| Kestra Private Wealth Services, LLC | 30,642 | $1.80M | 0.10% | +6,092+24.8% | Added |
| Pathstone Family Office, LLC | 30,688 | $1.80M | 0.05% | +6,450+26.6% | Added |
| Founders Financial Alliance, LLC | 30,776 | $1.80M | 0.84% | −53−0.2% | Reduced |
| WealthShield Partners, LLC | 30,787 | $1.81M | 0.48% | −519−1.7% | Reduced |
| SeaCrest Wealth Management, LLC | 31,007 | $1.82M | 0.22% | −476−1.5% | Reduced |
| Whitener Capital Management, Inc. | 38,286 | $1.83M | 0.84% | −5,123−11.8% | Reduced |
| World Asset Management Inc | 31,337 | $1.84M | 0.18% | −2,679−7.9% | Reduced |
| Blue Chip Partners, Inc. | 31,453 | $1.84M | 0.26% | −170,275−84.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 31,514 | $1.85M | 0.04% | −1,363−4.1% | Reduced |
| Regentatlantic Capital LLC | 31,646 | $1.86M | 0.06% | +959+3.1% | Added |
| FORA Capital, LLC | 31,732 | $1.86M | 0.47% | +31,732 | New |
| Tiaa, FSB | 31,927 | $1.87M | 0.01% | −2,729−7.9% | Reduced |
| Trust Co of Virginia | 31,952 | $1.87M | 0.21% | +4,971+18.4% | Added |
| Sompo Asset Management Co., Ltd. | 32,200 | $1.89M | 0.43% | −6,940−17.7% | Reduced |
| Glenview Trust Co | 32,200 | $1.89M | 0.07% | +8,255+34.5% | Added |
| Cetera Investment Advisers | 32,282 | $1.89M | 0.03% | +5,263+19.5% | Added |
| MCF Advisors LLC | 32,453 | $1.90M | 0.19% | −519−1.6% | Reduced |
| National Asset Management, Inc. | 32,948 | $1.92M | 0.06% | +5,262+19.0% | Added |
| InterOcean Capital Group, LLC | 32,827 | $1.93M | 0.10% | +253+0.8% | Added |
| Sterling Investment Advisors, Ltd. | 32,840 | $1.93M | 0.57% | +20,028+156.3% | Added |
| SG Americas Securities, LLC | 32,972 | $1.93M | 0.01% | −29,807−47.5% | Reduced |
| Tandem Investment Advisors, Inc. | 33,364 | $1.96M | 0.16% | +1,695+5.4% | Added |
| Transform Wealth, LLC | 33,431 | $1.96M | 0.22% | −745−2.2% | Reduced |
| Plimoth Trust Co LLC | 33,497 | $1.97M | 0.56% | +1,675+5.3% | Added |
| St. Johns Investment Management Company, LLC | 33,836 | $1.98M | 1.09% | +326+1.0% | Added |
| Blair William & Co | 34,281 | $2.01M | 0.01% | −2,934−7.9% | Reduced |