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 |
|---|---|---|---|---|---|
| Banyan Capital Management, Inc. | 34,342 | $2.01M | 1.28% | −120−0.3% | Reduced |
| Patton Albertson Miller Group, LLC | 34,366 | $2.02M | 0.39% | +17,343+101.9% | Added |
| Venture Visionary Partners LLC | 34,312 | $2.02M | 0.14% | +5,672+19.8% | Added |
| CAMG Solamere Management, LLC | 34,420 | $2.02M | 1.66% | 00.0% | Unchanged |
| Farmers National Bank | 42,260 | $2.03M | 0.81% | −2,191−4.9% | Reduced |
| Capital Investment Advisory Services, LLC | 34,603 | $2.03M | 0.26% | +343+1.0% | Added |
| Capital International Inc | 34,604 | $2.03M | 0.02% | +408+1.2% | Added |
| Signaturefd, LLC | 34,678 | $2.03M | 0.07% | +686+2.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 34,764 | $2.04M | 0.22% | −239−0.7% | Reduced |
| Allstate Corp | 34,912 | $2.05M | 0.08% | −2,718−7.2% | Reduced |
| GHP Investment Advisors, Inc. | 35,590 | $2.09M | 0.17% | +869+2.5% | Added |
| Citizens & Northern Corp | 35,624 | $2.09M | 0.80% | −2,683−7.0% | Reduced |
| Silvant Capital Management LLC | 35,870 | $2.10M | 0.38% | −3,230−8.3% | Reduced |
| Banco de Sabadell, S.A | 35,981 | $2.11M | 1.42% | −31−0.1% | Reduced |
| Wealthspire Advisors, LLC | 35,978 | $2.11M | 0.04% | +18,536+106.3% | Added |
| Redpoint Investment Management Pty Ltd | 36,353 | $2.13M | 0.18% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 36,361 | $2.13M | 0.04% | +3,187+9.6% | Added |
| J.W. Cole Advisors, Inc. | 36,545 | $2.14M | 0.15% | −20.0% | Reduced |
| X-Square Capital, LLC | 36,485 | $2.15M | 1.11% | +3,960+12.2% | Added |
| Tower Research Capital LLC (TRC) | 36,844 | $2.16M | 0.06% | −24,853−40.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 37,066 | $2.17M | 0.02% | +34,510+1,350.2% | Added |
| Wolverine Trading, LLC | 37,139 | $2.21M | 0.05% | +9,983+36.8% | Added |
| Cadence Bank NA | 37,645 | $2.21M | 0.66% | −829−2.2% | Reduced |
| IBM Retirement Fund | 37,989 | $2.23M | 0.17% | +104+0.3% | Added |
| Massmutual Trust Co FSB | 37,981 | $2.23M | 0.09% | +4,519+13.5% | Added |
| Neville Rodie & Shaw Inc | 38,048 | $2.23M | 0.17% | 00.0% | Unchanged |
| HM Payson & Co | 38,087 | $2.23M | 0.05% | −129−0.3% | Reduced |
| Spire Wealth Management | 38,202 | $2.24M | 0.06% | −144−0.4% | Reduced |
| Capital Investment Advisors, LLC | 38,237 | $2.24M | 0.08% | −1,069−2.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 38,339 | $2.25M | 0.16% | +770+2.0% | Added |
| Profund Advisors LLC | 38,431 | $2.25M | 0.08% | −83,849−68.6% | Reduced |
| Bowen Hanes & Co Inc | 38,915 | $2.28M | 0.07% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 39,069 | $2.29M | 1.27% | +1,260+3.3% | Added |
| Icon Advisers Inc | 39,100 | $2.29M | 0.39% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 39,123 | $2.29M | 0.99% | +1,379+3.7% | Added |
| Outfitter Financial LLC | 39,156 | $2.30M | 1.81% | +455+1.2% | Added |
| Parsons Capital Management Inc | 39,576 | $2.32M | 0.18% | +491+1.3% | Added |
| Watchman Group, Inc. | 39,621 | $2.32M | 1.50% | −378−0.9% | Reduced |
| Salzhauer Michael | 39,637 | $2.33M | 1.05% | −353−0.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 39,846 | $2.34M | 0.25% | −34,030−46.1% | Reduced |
| Rossmore Private Capital | 39,918 | $2.34M | 0.40% | +150+0.4% | Added |
| Everence Capital Management Inc | 40,200 | $2.36M | 0.19% | +200.0% | Added |
| Kempner Capital Management Inc. | 40,262 | $2.36M | 1.35% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 40,259 | $2.36M | 0.05% | +1,400+3.6% | Added |
| Monument Capital Management | 40,676 | $2.39M | 0.81% | −871−2.1% | Reduced |
| Cigna Investments Inc | 41,013 | $2.41M | 0.18% | −1,003−2.4% | Reduced |
| Physicians Financial Services, Inc. | 41,092 | $2.41M | 0.98% | −200−0.5% | Reduced |
| Bogart Wealth, LLC | 41,467 | $2.43M | 0.25% | +8,102+24.3% | Added |
| Heritage Trust Co | 41,801 | $2.45M | 0.35% | +471+1.1% | Added |
| Glenmede Trust Co NA | 41,906 | $2.46M | 0.01% | −1,729−4.0% | Reduced |
| Alaska Permanent Fund Corp | 42,000 | $2.46M | 0.05% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 42,101 | $2.47M | 0.55% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 42,371 | $2.48M | 0.93% | 00.0% | Unchanged |
| AXS Investments LLC | 42,371 | $2.48M | 0.93% | +42,371 | New |
| Resonant Capital Advisors, LLC | 42,757 | $2.51M | 0.44% | +4,567+12.0% | Added |
| Headinvest, LLC | 42,933 | $2.52M | 0.48% | +14,319+50.0% | Added |
| Semmax Financial Advisors Inc. | 43,063 | $2.53M | 0.87% | −3,328−7.2% | Reduced |
| Holderness Investments Co | 43,145 | $2.53M | 0.84% | +94+0.2% | Added |
| Veritable, L.P. | 43,424 | $2.55M | 0.04% | −2,494−5.4% | Reduced |
| Proquility Private Wealth Partners, LLC | 43,438 | $2.55M | 0.96% | +1,291+3.1% | Added |
| CWA Asset Management Group, LLC | 43,468 | $2.55M | 0.20% | +1,920+4.6% | Added |
| Moloney Securities Asset Management, LLC | 44,086 | $2.59M | 0.47% | +670+1.5% | Added |
| Hengehold Capital Management LLC | 44,141 | $2.59M | 0.34% | +687+1.6% | Added |
| Geneos Wealth Management Inc. | 43,126 | $2.60M | 0.10% | +12,114+39.1% | Added |
| Fulton Bank, N.A. | 44,516 | $2.61M | 0.12% | +9,192+26.0% | Added |
| Norinchukin Bank, The | 45,012 | $2.64M | 0.04% | +4,033+9.8% | Added |
| Advisor Partners LLC | 45,063 | $2.64M | 0.18% | −2,024−4.3% | Reduced |
| Tealwood Asset Management Inc | 45,120 | $2.65M | 1.07% | +45,120 | New |
| Twin Capital Management Inc | 45,307 | $2.66M | 0.27% | −7,080−13.5% | Reduced |
| Silvercrest Asset Management Group LLC | 45,896 | $2.69M | 0.02% | +9,308+25.4% | Added |
| Trust Co of Toledo NA | 45,908 | $2.69M | 0.44% | −619−1.3% | Reduced |
| Community Bank, N.A. | 46,235 | $2.71M | 0.33% | +8,218+21.6% | Added |
| United Bank | 46,617 | $2.73M | 0.37% | 00.0% | Unchanged |
| Strategic Advisors LLC | 46,673 | $2.74M | 0.59% | −1,747−3.6% | Reduced |
| Quantitative Investment Management, LLC | 47,158 | $2.77M | 0.25% | +47,158 | New |
| Schonfeld Strategic Advisors LLC | 47,788 | $2.80M | 0.03% | −15,056−24.0% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 47,806 | $2.80M | 0.59% | −11,285−19.1% | Reduced |
| Lee Danner & Bass Inc | 47,935 | $2.81M | 0.26% | +123+0.3% | Added |
| Jane Street Group, LLC | 48,249 | $2.83M | 0.01% | −938,017−95.1% | Reduced |
| Cornerstone Advisory, LLC | 48,273 | $2.83M | 0.47% | −848−1.7% | Reduced |
| Brown Brothers Harriman & Co | 48,341 | $2.83M | 0.02% | −290−0.6% | Reduced |
| Argyle Capital Management Inc. | 48,333 | $2.83M | 0.94% | +600+1.3% | Added |
| Swarthmore Group Inc | 51,300 | $2.85M | 0.74% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 48,741 | $2.86M | 0.29% | +15,283+45.7% | Added |
| D.A. Davidson & Co. | 49,202 | $2.89M | 0.03% | +2,258+4.8% | Added |
| AMG National Trust Bank | 49,330 | $2.89M | 0.09% | −1,044−2.1% | Reduced |
| ZWJ Investment Counsel Inc | 49,348 | $2.89M | 0.16% | +3,027+6.5% | Added |
| Patten Group, Inc. | 49,468 | $2.90M | 0.85% | +62+0.1% | Added |
| Cornercap Investment Counsel Inc | 49,576 | $2.91M | 0.33% | −7,473−13.1% | Reduced |
| IVC Wealth Advisors LLC | 49,761 | $2.92M | 2.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 49,801 | $2.92M | 0.22% | +49,801 | New |
| Cordasco Financial Network | 49,946 | $2.93M | 2.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 50,527 | $2.96M | 0.51% | +42+0.1% | Added |
| Stanley-Laman Group, Ltd. | 50,699 | $2.97M | 0.39% | +4,018+8.6% | Added |
| Viking Fund Management LLC | 51,000 | $2.99M | 0.87% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 51,157 | $3.00M | 1.76% | −4,233−7.6% | Reduced |
| South State Corp. | 51,150 | $3.00M | 0.25% | +185+0.4% | Added |
| Continental Advisors LLC | 51,706 | $3.03M | 2.19% | −6,000−10.4% | Reduced |
| Atlantic Union Bankshares Corp | 51,942 | $3.05M | 0.29% | −416−0.8% | Reduced |
| JT Stratford LLC | 52,163 | $3.06M | 0.94% | +142+0.3% | Added |