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 |
|---|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | 10,056 | $590.0K | 0.16% | −89−0.9% | Reduced |
| 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 |
| Essex Savings Bank | 10,246 | $585.0K | 0.21% | +40+0.4% | Added |
| NBT Bank N A | 9,964 | $584.0K | 0.08% | +288+3.0% | Added |
| BDO Wealth Advisors, LLC | 9,849 | $578.0K | 0.06% | +375+4.0% | Added |
| Koshinski Asset Management, Inc. | 9,854 | $577.9K | 0.05% | +963+10.8% | Added |
| DuPont Capital Management Corp | 9,721 | $570.0K | 0.02% | −11,862−55.0% | Reduced |
| Carolinas Wealth Consulting LLC | 9,708 | $569.0K | 0.13% | −3,787−28.1% | Reduced |
| Meristem Family Wealth, LLC | 10,896 | $565.0K | 0.05% | +2,269+26.3% | Added |
| 180 Wealth Advisors, LLC | 9,176 | $563.0K | 0.12% | +96+1.1% | Added |
| 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 |
| Collective Family Office LLC | 9,540 | $560.0K | 0.24% | −610−6.0% | Reduced |
| Day & Ennis, LLC | 9,507 | $558.0K | 0.19% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 9,484 | $557.0K | 0.04% | +6,132+182.9% | Added |
| Mountain Pacific Investment Advisers Inc | 9,439 | $554.0K | 0.03% | −179−1.9% | Reduced |
| 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 |
| Cozad Asset Management Inc | 9,355 | $549.0K | 0.09% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 9,340 | $548.0K | 0.20% | −44−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 9,315 | $546.0K | 0.06% | −50,138−84.3% | Reduced |
| Verus Financial Partners, Inc. | 8,822 | $545.0K | 0.08% | +317+3.7% | 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 |
| Andesa Financial Management Inc. | 9,218 | $541.0K | 0.29% | +56+0.6% | Added |
| Parthenon LLC | 9,112 | $534.0K | 0.08% | −2,000−18.0% | Reduced |
| Fiducient Advisors LLC | 9,074 | $532.0K | 0.16% | −335−3.6% | Reduced |
| Ambassador Advisors, LLC | 8,943 | $525.0K | 0.10% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 8,936 | $524.0K | 0.08% | +2,104+30.8% | Added |
| Intrua Financial, LLC | 8,305 | $523.0K | 0.10% | +3,094+59.4% | Added |
| Gotham Asset Management, LLC | 8,856 | $519.0K | 0.02% | +8,856 | New |
| Vident Investment Advisory, LLC | 8,830 | $517.0K | 0.02% | +907+11.4% | Added |
| 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 |
| American Research & Management Co. | 8,755 | $513.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| Cim Investment Mangement Inc | 8,656 | $508.0K | 0.16% | −58−0.7% | Reduced |
| Peoples Bank | 8,648 | $507.0K | 0.27% | −175−2.0% | Reduced |
| 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 |
| Horizon Financial Services, LLC | 8,550 | $501.0K | 0.33% | +6,057+243.0% | 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 |
| Kingfisher Capital LLC | 8,488 | $497.0K | 0.13% | +29+0.3% | Added |
| 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 |
| Jump Financial, LLC | 8,302 | $487.0K | 0.04% | +8,302 | New |
| 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 |
| Montecito Bank & Trust | 8,236 | $483.0K | 0.09% | −82−1.0% | Reduced |
| Birmingham Capital Management Co Inc | 8,209 | $481.0K | 0.18% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 8,172 | $479.0K | 0.03% | −68,956−89.4% | Reduced |
| Guyasuta Investment Advisors Inc | 8,142 | $478.0K | 0.03% | +1,138+16.2% | Added |
| Procyon Private Wealth Partners, LLC | 8,077 | $474.0K | 0.12% | +3,020+59.7% | 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 |
| Davis R M Inc | 8,032 | $471.0K | 0.01% | +240+3.1% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $469.0K | 0.01% | 00.0% | Unchanged |
| Madison Wealth Management | 7,988 | $468.0K | 0.10% | +7,988 | New |
| Xcel Wealth Management, LLC | 7,968 | $467.0K | 0.14% | 00.0% | Unchanged |
| Lake Street Financial LLC | 7,928 | $465.0K | 0.11% | +561+7.6% | Added |
| First Manhattan Co | 7,869 | $461.0K | 0.00% | −65−0.8% | Reduced |
| 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 |
| Curbstone Financial Management Corp | 7,738 | $454.0K | 0.09% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,724 | $453.0K | 0.09% | +128+1.7% | Added |
| Good Life Advisors, LLC | 7,675 | $450.0K | 0.06% | −296−3.7% | Reduced |
| Systematic Financial Management LP | 7,659 | $449.0K | 0.01% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 7,640 | $448.0K | 0.18% | −21,642−73.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,610 | $447.0K | 0.07% | 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 |
| 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 |
| Naples Global Advisors, LLC | 7,555 | $443.0K | 0.06% | +362+5.0% | 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 |
| Paces Ferry Wealth Advisors, LLC | 7,506 | $440.0K | 0.35% | +183+2.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,500 | $439.9K | 0.00% | −2,368−24.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,486 | $439.0K | 0.02% | +105+1.4% | Added |
| Global Strategic Investment Solutions, LLC | 7,455 | $437.0K | 0.07% | +766+11.5% | Added |
| 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 |
| Augustine Asset Management Inc | 7,407 | $434.0K | 0.23% | +90+1.2% | Added |
| Ballew Advisors, Inc | 7,127 | $434.0K | 0.32% | 00.0% | Unchanged |
| Washington Capital Management Inc | 7,321 | $429.4K | 0.38% | +7,321 | New |
| Resource Planning Group | 7,295 | $428.0K | 0.27% | 00.0% | Unchanged |
| BSW Wealth Partners | 7,292 | $428.0K | 0.12% | +2,237+44.3% | Added |
| Versor Investments LP | 7,300 | $428.0K | 0.01% | +7,300 | New |
| Charter Trust Co | 7,269 | $426.0K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 7,250 | $425.0K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7,253 | $425.0K | 0.03% | +1,048+16.9% | Added |
| Kore Private Wealth LLC | 7,194 | $422.0K | 0.04% | +1,872+35.2% | Added |
| Engine No. 1 LLC | 7,198 | $422.0K | 0.11% | +2,901+67.5% | Added |
| Abacus Planning Group, Inc. | 7,172 | $421.0K | 0.13% | +94+1.3% | Added |
| Lafayette Investments, Inc. | 7,155 | $420.0K | 0.11% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 7,143 | $418.9K | 0.18% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 7,128 | $418.0K | 0.09% | −108−1.5% | Reduced |