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 Jersey Better Educational Savings Trust | 7,122 | $418.0K | 0.83% | 00.0% | Unchanged |
| Barings LLC | 7,109 | $417.0K | 0.01% | −3,686−34.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,109 | $417.0K | 0.02% | +24+0.3% | Added |
| Capula Management Ltd | 7,092 | $416.0K | 0.03% | −4,126−36.8% | Reduced |
| Select Asset Management & Trust | 7,097 | $416.0K | 0.30% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 7,081 | $415.0K | 0.12% | +7,081 | New |
| Smithfield Trust Co | 7,031 | $414.0K | 0.03% | +160+2.3% | Added |
| Doyle Wealth Management | 6,951 | $408.0K | 0.03% | −351−4.8% | Reduced |
| Parkside Financial Bank & Trust | 6,938 | $407.0K | 0.12% | +449+6.9% | Added |
| First Command Bank | 6,932 | $406.0K | 0.07% | −127−1.8% | Reduced |
| First Command Financial Services, Inc. | 6,932 | $406.0K | 0.07% | −127−1.8% | Reduced |
| Benin Management CORP | 6,878 | $403.0K | 0.13% | −1,030−13.0% | Reduced |
| Stony Point Wealth Management Inc. | 6,866 | $403.0K | 0.24% | +13+0.2% | Added |
| Aua Capital Management, LLC | 6,835 | $401.0K | 0.25% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 6,845 | $401.0K | 0.03% | +531+8.4% | Added |
| Family Legacy, Inc. | 6,563 | $399.0K | 0.18% | +20.0% | Added |
| Goepper Burkhardt LLC | 6,786 | $398.0K | 0.25% | +1,285+23.4% | Added |
| Nwam LLC | 6,759 | $396.0K | 0.04% | +429+6.8% | Added |
| Graypoint LLC | 6,743 | $395.0K | 0.05% | +35+0.5% | Added |
| Glen Eagle Advisors, LLC | 6,715 | $393.8K | 0.11% | +20.0% | Added |
| ARGI Investment Services, LLC | 6,701 | $393.0K | 0.01% | +518+8.4% | Added |
| Ferris Capital, LLC | 6,116 | $388.0K | 0.08% | +6,116 | New |
| Berkeley Capital Partners, LLC | 6,603 | $387.0K | 0.18% | +34+0.5% | Added |
| Illinois Municipal Retirement Fund | 6,574 | $386.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 6,582 | $386.0K | 0.12% | +250+3.9% | Added |
| Apollon Wealth Management, LLC | 6,568 | $385.0K | 0.05% | +6,568 | New |
| Fukoku Mutual Life Insurance Co | 6,500 | $381.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 6,420 | $377.0K | 0.07% | −1,487−18.8% | Reduced |
| Affinity Wealth Management LLC | 6,270 | $376.0K | 0.08% | +6,270 | New |
| AlphaMark Advisors, LLC | 6,393 | $375.0K | 0.14% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 6,391 | $375.0K | 0.10% | 00.0% | Unchanged |
| Connors Investor Services Inc | 6,320 | $371.0K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,321 | $371.0K | 0.03% | +76+1.2% | Added |
| Emfo, LLC | 6,315 | $370.0K | 0.33% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,308 | $370.0K | 0.02% | +1,415+28.9% | Added |
| Quadrant Private Wealth Management, LLC | 6,243 | $366.0K | 0.15% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 6,198 | $364.0K | 0.19% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,213 | $364.0K | 0.04% | +488+8.5% | Added |
| Insight Advisors, LLC | 5,710 | $364.0K | 0.11% | −41−0.7% | Reduced |
| Independent Investors Inc | 6,157 | $361.0K | 0.09% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 6,129 | $359.0K | 0.06% | +1,591+35.1% | Added |
| HHM Wealth Advisors, LLC | 6,109 | $358.0K | 0.10% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 6,096 | $358.0K | 0.22% | +473+8.4% | Added |
| Fortress Wealth Group, LLC | 6,092 | $357.0K | 0.31% | +45+0.7% | Added |
| Cary Street Partner Investment Advisory LLC | 6,077 | $356.0K | 0.12% | −3,898−39.1% | Reduced |
| Centaurus Financial, Inc. | 6,069 | $356.0K | 0.03% | +162+2.7% | Added |
| Concord Wealth Partners | 6,053 | $355.0K | 0.15% | −74,599−92.5% | Reduced |
| Veracity Capital LLC | 6,059 | $355.0K | 0.15% | +100+1.7% | Added |
| Tandem Capital Management Corp | 6,026 | $353.0K | 0.22% | +85+1.4% | Added |
| Meridian Financial Partners LLC | 5,838 | $350.0K | 0.23% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 5,959 | $350.0K | 0.03% | +1,796+43.1% | Added |
| Arkadios Wealth Advisors | 5,919 | $347.0K | 0.05% | −452−7.1% | Reduced |
| Ellevest, Inc. | 5,866 | $344.0K | 0.03% | +1,652+39.2% | Added |
| Meyer Handelman Co | 5,800 | $340.0K | 0.01% | 00.0% | Unchanged |
| Holistic Financial Partners | 5,779 | $339.0K | 0.21% | −146−2.5% | Reduced |
| Riverview Trust Co | 5,784 | $339.0K | 0.36% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 5,765 | $338.0K | 0.14% | +575+11.1% | Added |
| Belpointe Asset Management LLC | 5,730 | $337.0K | 0.02% | −1,978−25.7% | Reduced |
| Wrapmanager Inc | 5,754 | $337.0K | 0.09% | +5,754 | New |
| TrinityPoint Wealth, LLC | 5,720 | $335.0K | 0.06% | +6+0.1% | Added |
| Alliance Wealth Advisors, LLC | 5,720 | $335.0K | 0.30% | +319+5.9% | Added |
| Valmark Advisers, Inc. | 5,719 | $335.0K | 0.01% | +362+6.8% | Added |
| Hudock, Inc. | 5,681 | $333.0K | 0.10% | −118−2.0% | Reduced |
| Putnam Investments LLC | 5,684 | $333.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,656 | $332.0K | 0.06% | +705+14.2% | Added |
| Hartford Financial Management Inc. | 5,633 | $330.0K | 0.08% | +84+1.5% | Added |
| Evercore Wealth Management, LLC | 5,580 | $327.0K | 0.01% | −22−0.4% | Reduced |
| Patriot Investment Management Inc. | 5,585 | $327.0K | 0.03% | +73+1.3% | Added |
| Townsend Asset Management Corp | 5,539 | $325.0K | 0.17% | −108−1.9% | Reduced |
| Oakworth Capital, Inc. | 5,478 | $321.0K | 0.03% | +181+3.4% | Added |
| FineMark National Bank & Trust | 5,459 | $320.0K | 0.01% | −1,236−18.5% | Reduced |
| White Pine Capital LLC | 5,450 | $320.0K | 0.10% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 5,428 | $318.0K | 0.04% | −1,096−16.8% | Reduced |
| PBMares Wealth Management LLC | 5,427 | $318.0K | 0.15% | −850−13.5% | Reduced |
| BBR Partners, LLC | 5,422 | $318.0K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 5,425 | $318.0K | 0.07% | +592+12.2% | Added |
| Arlington Financial Advisors, LLC | 5,400 | $317.0K | 0.12% | −444−7.6% | Reduced |
| Teza Capital Management LLC | 5,392 | $316.0K | 0.15% | −43,016−88.9% | Reduced |
| ProVise Management Group, LLC | 5,396 | $316.0K | 0.03% | +198+3.8% | Added |
| Aviance Capital Partners, LLC | 5,335 | $313.0K | 0.06% | −143−2.6% | Reduced |
| M. Kulyk & Associates, LLC | 5,339 | $313.0K | 0.10% | −19−0.4% | Reduced |
| HC Advisors, LLC | 5,260 | $309.0K | 0.20% | +303+6.1% | Added |
| Renasant Bank | 5,233 | $307.0K | 0.24% | +1,236+30.9% | Added |
| Community Bank & Trust, Waco, Texas | 5,211 | $306.0K | 0.10% | +581+12.5% | Added |
| Berman Capital Advisors, LLC | 5,244 | $306.0K | 0.05% | +2,030+63.2% | Added |
| Probity Advisors, Inc. | 5,180 | $304.0K | 0.06% | +5,180 | New |
| J. L. Bainbridge & Co., Inc. | 5,168 | $303.0K | 0.04% | +245+5.0% | Added |
| Ameritas Investment Company, LLC | 5,132 | $301.0K | 0.01% | +1,014+24.6% | Added |
| YorkBridge Wealth Partners, LLC | 5,093 | $299.0K | 0.08% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5,073 | $297.5K | 0.11% | +8+0.2% | Added |
| Toth Financial Advisory Corp | 5,056 | $297.0K | 0.05% | −631−11.1% | Reduced |
| Harbor Financial Services, LLC | 5,070 | $297.0K | 0.13% | +5,070 | New |
| Flagship Harbor Advisors, LLC | 5,342 | $296.0K | 0.03% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 5,009 | $294.0K | 0.11% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 4,979 | $292.0K | 0.18% | +4,979 | New |
| Wealth Advisory Solutions, LLC | 4,967 | $291.0K | 0.06% | +4,967 | New |
| Cubist Systematic Strategies, LLC | 4,944 | $290.0K | 0.00% | −213,089−97.7% | Reduced |
| Alaethes Wealth LLC | 4,943 | $290.0K | 0.21% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,919 | $288.0K | 0.00% | +309+6.7% | Added |
| Engineers Gate Manager LP | 4,895 | $287.0K | 0.02% | −141,368−96.7% | Reduced |