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 |
|---|---|---|---|---|---|
| Redmond Asset Management, LLC | 3,453 | $203.0K | 0.06% | +3,453 | New |
| Circle Wealth Management, LLC | 3,459 | $203.0K | 0.03% | +3,459 | New |
| Keystone Financial Group | 3,464 | $203.0K | 0.04% | +3,464 | New |
| Roanoke Asset Management Corp | 3,447 | $202.0K | 0.07% | +3,447 | New |
| Cooper/Haims Advisors, LLC | 3,447 | $202.0K | 0.12% | +3,447 | New |
| Keudell/Morrison Wealth Management | 3,451 | $202.0K | 0.09% | +3,451 | New |
| Klingenstein Fields & Co LP | 3,425 | $201.0K | 0.01% | +3,425 | New |
| First Mercantile Trust Co | 3,340 | $196.0K | 0.03% | −440−11.6% | Reduced |
| Carderock Capital Management Inc | 3,237 | $190.0K | 0.05% | +3,237 | New |
| Glassman Wealth Services | 3,166 | $186.0K | 0.04% | −942−22.9% | Reduced |
| Consolidated Planning Corp | 3,121 | $183.0K | 0.12% | +3,121 | New |
| CX Institutional | 3,065 | $180.0K | 0.01% | +904+41.8% | Added |
| Allworth Financial LP | 3,052 | $179.0K | 0.00% | +1,257+70.0% | Added |
| Clear Investment Research, LLC | 3,000 | $176.0K | 0.29% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,958 | $173.0K | 0.03% | −47−1.6% | Reduced |
| Phoenix Wealth Advisors | 2,935 | $172.0K | 0.13% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,745 | $161.0K | 0.07% | −13,682−83.3% | Reduced |
| Wealth Quarterback LLC | 2,689 | $158.0K | 0.10% | +16+0.6% | Added |
| JFS Wealth Advisors, LLC | 2,674 | $157.0K | 0.02% | +2,342+705.4% | Added |
| Ellis Investment Partners, LLC | 2,644 | $155.0K | 0.04% | +14+0.5% | Added |
| Gables Capital Management Inc. | 2,531 | $148.0K | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,477 | $145.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,414 | $142.0K | 0.05% | +4+0.2% | Added |
| SG3 Management, LLC | 2,400 | $141.0K | 0.05% | +2,400 | New |
| Aspire Private Capital, LLC | 2,374 | $139.0K | 0.05% | −88−3.6% | Reduced |
| Lloyd Advisory Services, LLC. | 2,374 | $139.0K | 0.07% | +951+66.8% | Added |
| Arrow Financial Corp | 2,302 | $135.0K | 0.02% | −70−3.0% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $128.0K | 0.08% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 3,330 | $125.0K | 0.14% | −5,244−61.2% | Reduced |
| Evoke Wealth, LLC | 2,134 | $125.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,113 | $124.0K | 0.08% | +2,113 | New |
| Holloway Wealth Management, LLC | – | $123.0K | 0.04% | – | – |
| Arlington Partners LLC | 2,088 | $122.0K | 0.04% | +2,088 | New |
| Plante Moran Financial Advisors, LLC | 2,069 | $121.0K | 0.03% | +1,185+134.0% | Added |
| IMA Wealth, Inc. | 1,961 | $115.0K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,944 | $114.0K | 0.07% | +362+22.9% | Added |
| Paloma Partners Management Co | 1,936 | $113.0K | 0.00% | −265,987−99.3% | Reduced |
| Clean Yield Group | 1,927 | $113.0K | 0.04% | +201+11.6% | Added |
| TCI Wealth Advisors, Inc. | 1,873 | $110.0K | 0.02% | +171+10.0% | Added |
| Monetary Management Group Inc | 1,830 | $107.0K | 0.03% | +1,830 | New |
| First PREMIER Bank | 1,780 | $104.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,760 | $103.2K | 0.02% | −19,111−91.6% | Reduced |
| Front Row Advisors LLC | 1,764 | $103.0K | 0.04% | −102−5.5% | Reduced |
| Ogorek Anthony Joseph | 1,758 | $103.0K | 0.05% | +8+0.5% | Added |
| Halpern Financial, Inc. | 1,725 | $101.2K | 0.05% | −342−16.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,657 | $97.0K | 0.01% | −4,764−74.2% | Reduced |
| M&R Capital Management Inc | 1,665 | $97.0K | 0.02% | −630−27.5% | Reduced |
| Walleye Trading LLC | 1,591 | $93.0K | 0.00% | +1,591 | New |
| Liberty Wealth Management LLC | 1,464 | $89.0K | 0.03% | +970+196.4% | Added |
| Charter Oak Capital Management, LLC | 1,495 | $88.0K | 0.01% | −350−19.0% | Reduced |
| Meridian Wealth Partners, LLC | 1,415 | $83.0K | 0.02% | +1,415 | New |
| Macroview Investment Management LLC | 1,391 | $82.0K | 0.11% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,390 | $82.0K | 0.05% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,343 | $78.0K | 0.03% | +1,343 | New |
| MUFG Americas Holdings Corp | 1,313 | $77.0K | 0.00% | +220+20.1% | Added |
| American State Bank (Iowa) | 1,294 | $75.9K | 0.06% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,280 | $75.0K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,230 | $72.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,188 | $70.0K | 0.02% | −63−5.0% | Reduced |
| Simon Quick Advisors, LLC | 1,190 | $69.0K | 0.02% | +342+40.3% | Added |
| Old Second National Bank of Aurora | 1,163 | $68.0K | 0.02% | +263+29.2% | Added |
| Sirios Capital Management L P | 1,141 | $67.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,122 | $66.0K | 0.02% | −405−26.5% | Reduced |
| First Financial Corp | 1,100 | $65.0K | 0.04% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,102 | $65.0K | 0.01% | +1+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,096 | $64.0K | 0.00% | −585−34.8% | Reduced |
| American National Bank | 1,084 | $64.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,082 | $63.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,618 | $62.0K | 0.04% | −3,187−66.3% | Reduced |
| Westside Investment Management, Inc. | 1,070 | $62.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,060 | $62.0K | 0.00% | +1,060 | New |
| Kistler-Tiffany Companies, LLC | 1,013 | $59.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,010 | $59.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,009 | $59.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 945 | $55.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 912 | $53.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 900 | $53.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 900 | $53.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 911 | $53.0K | 0.01% | +39+4.5% | Added |
| Howe & Rusling Inc | 845 | $50.0K | 0.01% | −161−16.0% | Reduced |
| Wolff Wiese Magana LLC | 845 | $50.0K | 0.04% | −34−3.9% | Reduced |
| Harvest Fund Management Co., Ltd | 854 | $50.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 861 | $50.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 800 | $48.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 778 | $46.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 763 | $44.0K | 0.01% | −1,310−63.2% | Reduced |
| Sterling Financial Planning, Inc. | 756 | $44.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 745 | $44.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 733 | $43.0K | 0.01% | +189+34.7% | Added |
| Financial Management Professionals, Inc. | 739 | $43.0K | 0.01% | +300+68.3% | Added |
| Evolution Wealth Advisors, LLC | 721 | $42.0K | 0.01% | +348+93.3% | Added |
| Stonebridge Financial Planning Group, LLC | 609 | $40.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 690 | $40.0K | 0.02% | +690 | New |
| Newbridge Financial Services Group, Inc. | 661 | $39.0K | 0.02% | −32−4.6% | Reduced |
| Fortis Advisors, LLC | 665 | $39.0K | 0.02% | +6+0.9% | Added |
| TCTC Holdings, LLC | 668 | $39.0K | 0.00% | +350+110.1% | Added |
| RWM Asset Management, LLC | 646 | $38.0K | 0.01% | +646 | New |
| Brewin Dolphin Ltd | 647 | $37.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 647 | $37.9K | 0.05% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 628 | $37.0K | 0.01% | +628 | New |