Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesTFC.PITFC.POTFC.PR

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.

Institutional holdersQ3 2021: 1,387 institutions
Q1 2021: 1,376 institutionsQ2 2021: 1,353 institutionsQ3 2021: 1,387 institutionsQ4 2021: 1,488 institutionsQ1 2022: 1,508 institutionsQ2 2022: 1,449 institutionsQ3 2022: 1,427 institutionsQ4 2022: 1,491 institutionsQ1 2023: 1,399 institutionsQ2 2023: 1,311 institutionsQ3 2023: 1,272 institutionsQ4 2023: 1,399 institutionsQ1 2024: 1,423 institutionsQ2 2024: 1,424 institutionsQ3 2024: 1,480 institutionsQ4 2024: 1,569 institutionsQ1 2025: 1,558 institutionsQ2 2025: 1,549 institutionsQ3 2025: 1,562 institutionsQ4 2025: 1,669 institutionsQ1 2026: 1,648 institutionsQ2 2026: 1,707 institutions
Value heldQ3 2021: $57.2B
Q1 2021: $57.3BQ2 2021: $53.5BQ3 2021: $57.2BQ4 2021: $56.9BQ1 2022: $55.6BQ2 2022: $46.4BQ3 2022: $42.6BQ4 2022: $42.2BQ1 2023: $33.1BQ2 2023: $29.2BQ3 2023: $26.7BQ4 2023: $35.2BQ1 2024: $36.9BQ2 2024: $37.8BQ3 2024: $41.2BQ4 2024: $42.1BQ1 2025: $40.1BQ2 2025: $41.3BQ3 2025: $43.3BQ4 2025: $47.2BQ1 2026: $42.7BQ2 2026: $46.7B
Institutions holding TFC and their total value by quarter
QuarterHoldersValue
Q2 20261,707$46.7B
Q1 20261,648$42.7B
Q4 20251,669$47.2B
Q3 20251,562$43.3B
Q2 20251,549$41.3B
Q1 20251,558$40.1B
Q4 20241,569$42.1B
Q3 20241,480$41.2B
Q2 20241,424$37.8B
Q1 20241,423$36.9B
Q4 20231,399$35.2B
Q3 20231,272$26.7B
Q2 20231,311$29.2B
Q1 20231,399$33.1B
Q4 20221,491$42.2B
Q3 20221,427$42.6B
Q2 20221,449$46.4B
Q1 20221,508$55.6B
Q4 20211,488$56.9B
Q3 20211,387$57.2B
Q2 20211,353$53.5B
Q1 20211,376$57.3B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q2 2021.

Institutions holding TFC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Global Wealth Management Investment Advisory, Inc.600$35.0K0.01%−2,687−81.7%Reduced
Rosenberg Matthew Hamilton597$35.0K0.01%+1+0.2%Added
Robinson Value Management, Ltd.587$34.0K0.03%+587New
Edge Wealth Management LLC560$33.0K0.01%00.0%Unchanged
CoreFirst Bank & Trust553$32.0K0.02%00.0%Unchanged
Peoples Financial Services Corp.544$32.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC518$30.0K0.01%+518New
Financial Perspectives, Inc505$29.6K0.01%00.0%Unchanged
Crewe Advisors LLC493$29.0K0.01%+187+61.1%Added
Tower View Investment Management & Research LLC500$29.0K0.02%+500New
McIlrath & Eck, LLC480$28.0K0.01%00.0%Unchanged
Ancora Advisors, LLC465$27.0K0.00%−81−14.8%Reduced
Eagle Bay Advisors LLC420$25.0K0.01%−367−46.6%Reduced
Cranbrook Wealth Management, LLC426$25.0K0.01%+57+15.4%Added
Piscataqua Savings Bank400$23.0K0.02%00.0%Unchanged
Tarbox Family Office, Inc.375$22.0K0.00%00.0%Unchanged
Resolute Partners Group375$22.0K0.00%00.0%Unchanged
Webster Bank, N. A.365$21.0K0.00%+26+7.7%Added
Bell Investment Advisors, Inc359$21.0K0.01%+359New
Pflug Koory, LLC338$20.0K0.01%00.0%Unchanged
Baystate Wealth Management LLC326$19.0K0.00%+3+0.9%Added
Baldrige Asset Management LLC320$19.0K0.01%00.0%Unchanged
US Asset Management LLC320$19.0K0.02%+320New
Archer Investment Corp312$18.3K0.01%+312New
Vigilant Capital Management, LLC304$18.0K0.00%+239+367.7%Added
Exchange Traded Concepts, LLC286$17.0K0.00%−3,525−92.5%Reduced
Prestige Wealth Management Group LLC294$17.0K0.00%00.0%Unchanged
Bellwether Advisors, LLC299$17.0K0.01%+189+171.8%Added
Cascade Investment Advisors, Inc.277$16.2K0.01%00.0%Unchanged
USA Financial Portformulas Corp271$16.0K0.01%−20,445−98.7%Reduced
Global Trust Asset Management, LLC250$15.0K0.01%00.0%Unchanged
Prentice Wealth Management LLC259$15.0K0.01%00.0%Unchanged
Leelyn Smith, LLC250$15.0K0.00%+250New
Delos Wealth Advisors, LLC248$15.0K0.02%+248New
O'Dell Group, LLC243$14.0K0.00%+243New
Thomas J. Herzfeld Advisors, Inc.221$13.0K0.01%00.0%Unchanged
Founders Capital Management225$13.0K0.01%00.0%Unchanged
Accel Wealth Management221$13.0K0.01%00.0%Unchanged
Smith Group Asset Management, LLC222$13.0K0.00%+222New
Ironwood Financial, llc210$12.0K0.00%00.0%Unchanged
Acima Private Wealth, LLC213$12.0K0.01%00.0%Unchanged
Truvestments Capital LLC201$12.0K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC200$12.0K0.01%+200New
Jefferies Group LLC200$11.7K0.00%+37+22.7%Added
McCarthy Grittinger Financial Group, LLC189$11.1K0.00%+189New
SOA Wealth Advisors, LLC.200$11.0K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC194$11.0K0.00%+194New
Bedel Financial Consulting, Inc.162$10.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC165$10.0K0.00%00.0%Unchanged
Ci Investments Inc.166$10.0K0.00%+166New
Advocacy Wealth Management Services, LLC177$10.0K0.00%+177New
Gerber Kawasaki Wealth & Investment Management180$10.0K0.00%+180New
Cedar Mountain Advisors, LLC163$10.0K0.00%+163New
Manchester Capital Management LLC148$9.00K0.00%+28+23.3%Added
Key Financial Inc156$9.00K0.01%+58+59.2%Added
Lee Financial Co154$9.00K0.00%+122+381.3%Added
Total Clarity Wealth Management, Inc.146$9.00K0.00%+146New
Tompkins Financial Corp139$8.00K0.00%+139New
Lenox Wealth Advisors, LLC113$7.00K0.00%+16+16.5%Added
Field & Main Bank100$6.00K0.00%00.0%Unchanged
Country Trust Bank98$6.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC82$5.00K0.00%−90−52.3%Reduced
HighMark Wealth Management LLC77$5.00K0.00%−7−8.3%Reduced
Hanson & Doremus Investment Management78$5.00K0.00%+78New
PSI Advisors, LLC93$5.00K0.00%+93New
Cypress Point Wealth Management, LLC75$4.00K0.00%00.0%Unchanged
Spectrum Management Group, LLC60$4.00K0.00%00.0%Unchanged
JNBA Financial Advisors63$4.00K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.61$4.00K0.00%00.0%Unchanged
Marquette Asset Management, LLC61$4.00K0.00%+61New
C M Bidwell & Associates Ltd59$3.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc43$3.00K0.00%00.0%Unchanged
Costello Asset Management, INC56$3.00K0.00%+56New
Lowe Wealth Advisors, LLC30$2.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC41$2.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC34$2.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.49$2.00K0.00%00.0%Unchanged
Atwood & Palmer Inc32$2.00K0.00%+32New
TSFG, LLC23$1.00K0.00%00.0%Unchanged
TFC Financial Management23$1.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC25$1.00K0.00%+25New
Filbrandt Wealth Management, LLC24$1.00K0.00%+24New
Red Tortoise LLC30$1.00K0.00%+30New
Global Financial Private Client, LLC16$9640.00%00.0%Unchanged
WestEnd Advisors, LLC–$9380.00%––
Baldwin Brothers Inc1$00.00%−129−99.2%Reduced
Heritage Wealth Management, LLC2––+2New
Renaissance Technologies LLC0$00.00%−947,317−100.0%Sold out
Capital Bank & Trust Co0$00.00%−902,874−100.0%Sold out
Citadel Advisors LLC0$00.00%−583,476−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−342,553−100.0%Sold out
HRT Financial LP0$00.00%−272,609−100.0%Sold out
Vestor Capital, LLC0$00.00%−178,786−100.0%Sold out
Twinbeech Capital LP0$00.00%−158,567−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−128,572−100.0%Sold out
Tredje AP-fonden0$00.00%−97,802−100.0%Sold out
Crestline Management, LP0$00.00%−85,000−100.0%Sold out
Quadrature Capital Ltd0$00.00%−72,155−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−70,595−100.0%Sold out
PGGM Investments0$00.00%−68,585−100.0%Sold out