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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 859,887 | $50.4M | 0.18% | −204,565−19.2% | Reduced |
| Tweedy, Browne Co LLC | 845,291 | $49.6M | 1.66% | −2,813−0.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 837,151 | $49.1M | 1.58% | +3,683+0.4% | Added |
| Swedbank AB | 804,894 | $47.2M | 0.09% | −72,726−8.3% | Reduced |
| STRS Ohio | 797,718 | $46.8M | 0.18% | −96,218−10.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 797,348 | $46.8M | 0.10% | −1,618−0.2% | Reduced |
| Zacks Investment Management | 785,434 | $46.1M | 0.73% | +16,505+2.1% | Added |
| State of New Jersey Common Pension Fund D | 780,629 | $45.8M | 0.14% | −6,768−0.9% | Reduced |
| RNC Capital Management LLC | 744,414 | $43.7M | 2.32% | +1,130+0.2% | Added |
| Rafferty Asset Management, LLC | 741,389 | $43.5M | 0.30% | −136,304−15.5% | Reduced |
| Letko, Brosseau & Associates Inc | 740,026 | $43.4M | 0.63% | −40,935−5.2% | Reduced |
| Rothschild & Co Asset Management US Inc. | 738,394 | $43.3M | 0.54% | −53,430−6.7% | Reduced |
| Storebrand Asset Management AS | 734,366 | $43.1M | 0.21% | +12,374+1.7% | Added |
| HighTower Advisors, LLC | 724,572 | $42.5M | 0.11% | +58,654+8.8% | Added |
| State of Wisconsin Investment Board | 723,894 | $42.5M | 0.09% | +39,539+5.8% | Added |
| LPL Financial LLC | 720,499 | $42.3M | 0.04% | +135,062+23.1% | Added |
| Los Angeles Capital Management LLC | 718,073 | $42.1M | 0.19% | +72,944+11.3% | Added |
| Pictet Asset Management SA | 708,473 | $41.6M | 0.05% | +708,473 | New |
| Asset Management One Co.,Ltd. | 694,808 | $40.8M | 0.16% | −17,471−2.5% | Reduced |
| Bank of Nova Scotia | 685,178 | $40.2M | 0.07% | −597,275−46.6% | Reduced |
| Schwartz Investment Counsel Inc | 681,945 | $40.0M | 1.64% | 00.0% | Unchanged |
| Captrust Financial Advisors | 680,737 | $39.9M | 0.33% | +354,645+108.8% | Added |
| Par Capital Management Inc | 675,000 | $39.6M | 0.95% | +175,000+35.0% | Added |
| Toronto Dominion Bank | 672,790 | $39.5M | 0.06% | −108,818−13.9% | Reduced |
| Clark Capital Management Group, Inc. | 671,441 | $39.4M | 0.54% | +1,387+0.2% | Added |
| SEI Investments Co | 671,251 | $39.4M | 0.08% | +97,891+17.1% | Added |
| Kornitzer Capital Management Inc | 663,891 | $38.9M | 0.60% | +5,175+0.8% | Added |
| Deprince Race & Zollo Inc | 663,056 | $38.9M | 1.04% | +16,976+2.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 662,594 | $38.9M | 0.14% | −17,035−2.5% | Reduced |
| River Road Asset Management, LLC | 651,562 | $38.2M | 0.42% | −48,796−7.0% | Reduced |
| Prana Capital Management, LP | 650,848 | $38.2M | 3.36% | +200,505+44.5% | Added |
| Gillespie Robinson & Grimm Inc | 636,846 | $37.4M | 3.15% | +13,038+2.1% | Added |
| Vaughan David Investments LLC | 627,432 | $36.8M | 1.18% | −350−0.1% | Reduced |
| Schroder Investment Management Group | 619,802 | $36.4M | 0.06% | −466,930−43.0% | Reduced |
| Janney Montgomery Scott LLC | 609,754 | $35.8M | 0.15% | +25,861+4.4% | Added |
| TD Asset Management Inc | 607,906 | $35.7M | 0.04% | −26,574−4.2% | Reduced |
| NN Investment Partners Holdings N.V. | 606,343 | $35.6M | 0.20% | +425,825+235.9% | Added |
| Farr Miller & Washington LLC | 602,262 | $35.3M | 2.30% | −1,527−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 595,654 | $34.9M | 0.04% | −709,626−54.4% | Reduced |
| Treasurer of the State of North Carolina | 586,662 | $34.4M | 0.20% | +1,350+0.2% | Added |
| Inverness Counsel LLC | 574,565 | $33.7M | 1.24% | −33,920−5.6% | Reduced |
| GW Henssler & Associates Ltd | 566,681 | $33.2M | 2.31% | +58,697+11.6% | Added |
| Standard Life Aberdeen plc | 557,838 | $33.2M | 0.07% | +2,730+0.5% | Added |
| Fort Washington Investment Advisors Inc | 561,022 | $32.9M | 0.21% | +418,383+293.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 541,995 | $31.8M | 0.06% | +26,135+5.1% | Added |
| Bridgewater Associates, LP | 527,460 | $30.9M | 0.17% | +70,091+15.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 525,593 | $30.8M | 0.15% | +50,500+10.6% | Added |
| Fifth Third Bancorp | 518,617 | $30.4M | 0.13% | +44,283+9.3% | Added |
| Commonwealth Equity Services, LLC | 508,896 | $29.8M | 0.07% | −2,505−0.5% | Reduced |
| Squarepoint Ops LLC | 500,646 | $29.4M | 0.20% | +274,184+121.1% | Added |
| Nordea Investment Management AB | 491,502 | $29.2M | 0.04% | −7,979−1.6% | Reduced |
| M&G Investment Management Ltd | 490,777 | $29.0M | 0.14% | +210,168+74.9% | Added |
| Nisa Investment Advisors, LLC | 491,263 | $28.8M | 0.17% | +1,500+0.3% | Added |
| First Trust Advisors LP | 483,899 | $28.4M | 0.03% | −157,225−24.5% | Reduced |
| American International Group, Inc. | 476,627 | $28.0M | 0.15% | −13,178−2.7% | Reduced |
| Montgomery Investment Management Inc | 473,588 | $27.8M | 10.37% | +1,000+0.2% | Added |
| Oppenheimer Asset Management Inc. | 471,780 | $27.7M | 0.39% | +9,746+2.1% | Added |
| US Bancorp | 470,041 | $27.6M | 0.05% | −10,534−2.2% | Reduced |
| Logan Capital Management Inc | 468,582 | $27.5M | 1.28% | +230,573+96.9% | Added |
| Natixis Advisors, L.P. | 464,773 | $27.3M | 0.11% | −5,838−1.2% | Reduced |
| 1832 Asset Management L.P. | 458,236 | $27.3M | 0.05% | −699,071−60.4% | Reduced |
| Retirement Systems of Alabama | 458,392 | $26.9M | 0.10% | −33,554−6.8% | Reduced |
| Marshall Wace North America L.P. | 451,333 | $26.5M | 0.11% | −228,518−33.6% | Reduced |
| Capitolis Advisors LLC | 427,171 | $26.4M | 0.24% | +427,171 | New |
| Baird Financial Group, Inc. | 435,214 | $25.5M | 0.07% | −100,072−18.7% | Reduced |
| Thomasville National Bank | 427,935 | $25.1M | 2.60% | +4,571+1.1% | Added |
| Ossiam | 426,484 | $25.0M | 0.71% | +425,151+31,894.3% | Added |
| Professional Advisory Services Inc | 422,595 | $24.8M | 3.64% | +24,207+6.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 422,312 | $24.8M | 0.23% | −11,000−2.5% | Reduced |
| Carlson Capital L P | 419,963 | $24.6M | 1.31% | +419,963 | New |
| Skandinaviska Enskilda Banken AB (publ) | 417,700 | $24.5M | 0.13% | +139,037+49.9% | Added |
| South Dakota Investment Council | 409,858 | $24.0M | 0.43% | −29,250−6.7% | Reduced |
| First Long Island Investors, LLC | 407,884 | $23.9M | 2.05% | +16,088+4.1% | Added |
| AMP Capital Investors Ltd | 401,536 | $23.6M | 0.13% | −62,473−13.5% | Reduced |
| USS Investment Management Ltd | 397,728 | $23.3M | 0.20% | +297,528+296.9% | Added |
| Capital World Investors | 396,021 | $23.2M | 0.00% | −873,177−68.8% | Reduced |
| Matrix Asset Advisors Inc | 394,440 | $23.1M | 3.26% | +15,205+4.0% | Added |
| Cullinan Associates Inc | 386,079 | $22.6M | 1.25% | +31,050+8.7% | Added |
| Mariner, LLC | 377,331 | $22.1M | 0.12% | +38,643+11.4% | Added |
| Arizona State Retirement System | 375,026 | $22.0M | 0.18% | −2,426−0.6% | Reduced |
| Amalgamated Bank | 368,885 | $21.6M | 0.18% | −15,197−4.0% | Reduced |
| Morningstar Investment Services LLC | 363,779 | $21.6M | 0.25% | −4,465−1.2% | Reduced |
| Teacher Retirement System of Texas | 367,791 | $21.6M | 0.12% | +65,021+21.5% | Added |
| Coerente Capital Management | 364,804 | $21.4M | 4.43% | +16,760+4.8% | Added |
| PFS Investments Inc. | 326,416 | $21.1M | 0.44% | +27,220+9.1% | Added |
| Westwood Holdings Group Inc. | 359,991 | $21.1M | 0.23% | +327,201+997.9% | Added |
| American Assets Investment Management, LLC | 354,000 | $20.8M | 2.57% | +10,000+2.9% | Added |
| Eagle Global Advisors LLC | 352,678 | $20.7M | 1.37% | +238+0.1% | Added |
| CIBC World Markets Corp | 352,635 | $20.7M | 0.14% | +10,064+2.9% | Added |
| Guggenheim Capital LLC | 349,907 | $20.5M | 0.12% | −33,784−8.8% | Reduced |
| Montag A & Associates Inc | 348,686 | $20.4M | 1.10% | −2,354−0.7% | Reduced |
| Susquehanna International Group, LLP | 345,685 | $20.3M | 0.03% | −136,980−28.4% | Reduced |
| Handelsbanken Fonder AB | 345,581 | $20.3M | 0.11% | 00.0% | Unchanged |
| PM Capital Ltd | 344,066 | $20.2M | 3.79% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 340,957 | $20.0M | 1.09% | +12,846+3.9% | Added |
| Financial Counselors Inc | 337,828 | $19.8M | 0.42% | +14,872+4.6% | Added |
| Lockheed Martin Investment Management Co | 335,744 | $19.7M | 1.07% | +194,950+138.5% | Added |
| Synovus Financial Corp | 335,167 | $19.7M | 0.21% | +15,160+4.7% | Added |
| State of Michigan Retirement System | 335,126 | $19.7M | 0.11% | −3,000−0.9% | Reduced |
| Whittier Trust Co | 328,099 | $19.2M | 0.35% | −1,898−0.6% | Reduced |