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 |
|---|---|---|---|---|---|
| Breiter Capital Management Inc | 4,850 | $284.0K | 0.16% | +4,850 | New |
| Fulton Breakefield Broenniman LLC | 4,800 | $282.0K | 0.02% | −568−10.6% | Reduced |
| Eagle Capital Management, LLC | 4,798 | $281.0K | 0.08% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,789 | $281.0K | 0.02% | +715+17.6% | Added |
| Tocqueville Asset Management L.P. | 4,765 | $279.0K | 0.00% | −18−0.4% | Reduced |
| Excalibur Management Corp | 4,763 | $279.0K | 0.12% | 00.0% | Unchanged |
| Manchester Financial Inc | 4,745 | $278.0K | 0.11% | 00.0% | Unchanged |
| Tobam | 4,744 | $278.0K | 0.01% | +721+17.9% | Added |
| Lindbrook Capital, LLC | 4,701 | $276.0K | 0.07% | +88+1.9% | Added |
| Hamilton Capital, LLC | 4,706 | $276.0K | 0.02% | +4,706 | New |
| BOK Financial Private Wealth, Inc. | 4,682 | $275.0K | 0.02% | +371+8.6% | Added |
| Warren Averett Asset Management, LLC | 4,335 | $275.0K | 0.02% | +637+17.2% | Added |
| Coldstream Capital Management Inc | 7,200 | $274.0K | 0.01% | −622−8.0% | Reduced |
| Home Federal Bank of Tennessee | 4,661 | $273.0K | 0.10% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 4,642 | $272.0K | 0.06% | +247+5.6% | Added |
| Henshaw Capital LLC | 4,616 | $270.7K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,583 | $269.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,580 | $269.0K | 0.03% | +4,580 | New |
| Truadvice, LLC | 4,140 | $268.0K | 0.25% | −3,627−46.7% | Reduced |
| Quantamental Technologies LLC | 4,557 | $267.0K | 0.18% | −268−5.6% | Reduced |
| LS Investment Advisors, LLC | 4,527 | $266.0K | 0.03% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 4,507 | $264.0K | 0.07% | +38+0.9% | Added |
| Tiemann Investment Advisors, LLC | 4,476 | $263.0K | 0.13% | −323−6.7% | Reduced |
| Strategic Wealth Designers | 4,483 | $263.0K | 0.08% | +25+0.6% | Added |
| First Foundation Advisors | 4,490 | $263.0K | 0.01% | +4,490 | New |
| Bristlecone Advisors, LLC | 4,467 | $262.0K | 0.03% | +10.0% | Added |
| Private Capital Group, LLC | 4,444 | $261.0K | 0.06% | +409+10.1% | Added |
| Raffa Wealth Management, LLC | 4,408 | $258.5K | 0.09% | −8−0.2% | Reduced |
| Klingman & Associates, LLC | 4,387 | $257.0K | 0.02% | −112−2.5% | Reduced |
| Rock Point Advisors, LLC | 4,350 | $255.0K | 0.07% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 4,343 | $254.7K | 0.04% | −308−6.6% | Reduced |
| Smith & Howard Wealth Management, LLC | 4,339 | $254.0K | 0.12% | +4,339 | New |
| KB Financial Partners, LLC | 4,315 | $253.0K | 0.09% | −287−6.2% | Reduced |
| Norris Perne & French LLP | 4,300 | $252.0K | 0.02% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 4,291 | $252.0K | 0.13% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 4,297 | $252.0K | 0.10% | +60+1.4% | Added |
| MEMBERS Trust Co | 4,238 | $252.0K | 0.01% | +320+8.2% | Added |
| Capital Investment Services of America, Inc. | 4,277 | $251.0K | 0.02% | −100−2.3% | Reduced |
| Atwater Malick LLC | 4,274 | $251.0K | 0.13% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4,258 | $250.0K | 0.05% | −152−3.4% | Reduced |
| Guild Investment Management, Inc. | 4,248 | $249.0K | 0.24% | 00.0% | Unchanged |
| First United Bank Trust | 4,222 | $248.0K | 0.10% | +600+16.6% | Added |
| ERTS Wealth Advisors, LLC | 4,238 | $248.0K | 0.07% | +4,238 | New |
| BKD Wealth Advisors, LLC | 4,219 | $247.0K | 0.01% | −18−0.4% | Reduced |
| Capital Management Corp | 4,200 | $246.0K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,172 | $245.0K | 0.06% | −204−4.7% | Reduced |
| Berkshire Asset Management LLC | 4,156 | $244.0K | 0.02% | +58+1.4% | Added |
| Wedgewood Investors Inc | 4,147 | $243.0K | 0.32% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 4,098 | $240.0K | 0.13% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 4,036 | $237.0K | 0.05% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 4,016 | $236.0K | 0.02% | −39−1.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,000 | $235.0K | 0.03% | 00.0% | Unchanged |
| SPC Financial, Inc. | 4,000 | $235.0K | 0.03% | +4,000 | New |
| Columbia Trust Co 01012016 | 3,914 | $230.0K | 0.12% | −24−0.6% | Reduced |
| D'Orazio & Associates, Inc. | 3,904 | $229.0K | 0.06% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,881 | $228.0K | 0.02% | −4,503−53.7% | Reduced |
| Financial Advocates Investment Management | 3,887 | $228.0K | 0.02% | +3,887 | New |
| Blue Barn Wealth, LLC | 3,887 | $228.0K | 0.20% | +3,887 | New |
| Burt Wealth Advisors | 3,871 | $227.0K | 0.07% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,850 | $226.0K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,859 | $226.0K | 0.02% | +134+3.6% | Added |
| Carmichael Hill & Associates, Inc. | 3,842 | $225.0K | 0.13% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,838 | $225.0K | 0.05% | +3,838 | New |
| Regent Peak Wealth Advisors LLC | 3,780 | $222.0K | 0.06% | +47+1.3% | Added |
| StoneX Group Inc. | 3,760 | $221.0K | 0.03% | −1,408−27.2% | Reduced |
| Kendall Capital Management | 3,774 | $221.0K | 0.12% | +133+3.7% | Added |
| Wellington Shields & Co., LLC | 3,755 | $220.0K | 0.08% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 3,736 | $219.0K | 0.04% | −838−18.3% | Reduced |
| Bollard Group LLC | 3,726 | $219.0K | 0.01% | +31+0.8% | Added |
| B. Riley Wealth Management, Inc. | 3,722 | $218.0K | 0.02% | +3,722 | New |
| Fermata Advisors, LLC | 3,705 | $217.0K | 0.10% | −180−4.6% | Reduced |
| Crescent Capital Consulting, LLC | 3,668 | $215.0K | 0.04% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 3,614 | $211.0K | 0.16% | −21−0.6% | Reduced |
| Chicago Capital, LLC | 3,600 | $211.0K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,604 | $211.0K | 0.00% | +3,604 | New |
| Hayden Royal, LLC | 3,585 | $210.0K | 0.34% | −984−21.5% | Reduced |
| Adviser Investments LLC | 3,579 | $210.0K | 0.02% | −156−4.2% | Reduced |
| Greatmark Investment Partners, Inc. | 3,584 | $210.0K | 0.04% | +3,584 | New |
| Samalin Investment Counsel, LLC | 3,576 | $210.0K | 0.14% | +3,576 | New |
| TrueWealth Advisors, LLC | 3,571 | $209.0K | 0.12% | −53−1.5% | Reduced |
| Chartist Inc | 3,548 | $208.1K | 0.10% | +3,548 | New |
| MV Capital Management, Inc. | 3,552 | $208.0K | 0.03% | +238+7.2% | Added |
| Washington Trust Bank | 3,531 | $207.0K | 0.02% | +3,531 | New |
| CCG Wealth Management, LLC | 3,525 | $207.0K | 0.12% | +3,525 | New |
| Tranquility Partners, LLC | 3,524 | $207.0K | 0.11% | +3,524 | New |
| Creative Financial Designs Inc | 3,512 | $206.0K | 0.03% | +10.0% | Added |
| Ssi Investment Management LLC | 3,499 | $206.0K | 0.01% | +3,499 | New |
| Private Asset Management Inc | 3,511 | $206.0K | 0.03% | +3,511 | New |
| Apriem Advisors | 3,519 | $206.0K | 0.03% | +3,519 | New |
| Paragon Capital Management Ltd | 3,518 | $206.0K | 0.04% | +3,518 | New |
| Landmark Financial Advisors, LLC | 3,537 | $206.0K | 0.11% | +3,537 | New |
| Wealthsource Partners, LLC | 3,516 | $206.0K | 0.02% | +3,516 | New |
| Harbor Advisors LLC | 3,500 | $205.0K | 0.04% | +3,500 | New |
| Wells Trecaso Financial Group, LLC | 3,500 | $205.0K | 0.10% | +3,500 | New |
| Warther Private Wealth, LLC | 3,408 | $205.0K | 0.18% | +3,408 | New |
| SRS Capital Advisors, Inc. | 3,471 | $204.0K | 0.03% | +10.0% | Added |
| Northside Capital Management, LLC | 3,485 | $204.0K | 0.06% | +3,485 | New |
| Boyd Watterson Asset Management LLC | 3,461 | $203.0K | 0.07% | −3,053−46.9% | Reduced |
| Avantax Planning Partners, Inc. | 3,466 | $203.0K | 0.01% | +3,466 | New |
| WMS Partners, LLC | 3,456 | $203.0K | 0.03% | +3,456 | New |