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 |
|---|---|---|---|---|---|
| Comerica Bank | 294,266 | $19.0M | 0.11% | −57,940−16.5% | Reduced |
| Stieven Capital Advisors, L.P. | 316,400 | $18.6M | 2.23% | −400−0.1% | Reduced |
| Tower Bridge Advisors | 315,998 | $18.5M | 1.24% | −1,011−0.3% | Reduced |
| Payden & Rygel | 315,500 | $18.5M | 0.96% | −38,100−10.8% | Reduced |
| ProShare Advisors LLC | 312,213 | $18.3M | 0.05% | −24,843−7.4% | Reduced |
| Chartwell Investment Partners, LLC | 309,333 | $18.1M | 0.56% | +313+0.1% | Added |
| Raymond James Trust N.A. | 307,845 | $18.1M | 0.60% | +7,627+2.5% | Added |
| Nomura Asset Management Co Ltd | 302,193 | $17.7M | 0.10% | +12,117+4.2% | Added |
| MetLife Investment Management | 301,486 | $17.7M | 0.16% | −10,310−3.3% | Reduced |
| Delta Asset Management LLC | 299,666 | $17.6M | 1.70% | −534−0.2% | Reduced |
| Advisors Asset Management, Inc. | 297,250 | $17.4M | 0.27% | −12,685−4.1% | Reduced |
| Wesbanco Bank Inc | 294,272 | $17.3M | 0.66% | −5,407−1.8% | Reduced |
| Washington Trust Co | 292,801 | $17.2M | 0.48% | +1,449+0.5% | Added |
| Easterly Investment Partners LLC | 291,538 | $17.1M | 1.16% | +291,538 | New |
| Forsta Ap-Fonden | 291,000 | $17.1M | 0.19% | −14,400−4.7% | Reduced |
| Peapack Gladstone Financial Corp | 290,476 | $17.0M | 0.35% | +6,552+2.3% | Added |
| Bryn Mawr Trust Co | 288,994 | $16.9M | 0.65% | +4,230+1.5% | Added |
| United Capital Financial Advisers, LLC | 288,263 | $16.9M | 0.08% | −16,994−5.6% | Reduced |
| Calamos Advisors LLC | 286,523 | $16.8M | 0.08% | −18,208−6.0% | Reduced |
| Stephens Inc | 286,375 | $16.8M | 0.26% | +947+0.3% | Added |
| Independent Advisor Alliance | 285,605 | $16.8M | 0.93% | +126,572+79.6% | Added |
| Pinnacle Financial Partners Inc | 281,505 | $16.5M | 0.58% | +10,191+3.8% | Added |
| Haverford Trust Co | 280,103 | $16.4M | 0.20% | +3,867+1.4% | Added |
| Mackenzie Financial Corp | 279,948 | $16.4M | 0.02% | −12,608−4.3% | Reduced |
| Millennium Management LLC | 278,616 | $16.3M | 0.02% | −1,114,960−80.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 277,233 | $16.3M | 0.08% | +74,877+37.0% | Added |
| Advisor Group Holdings, Inc. | 270,986 | $15.9M | 0.03% | +12,896+5.0% | Added |
| Ledyard National Bank | 270,998 | $15.9M | 1.64% | +2,987+1.1% | Added |
| Allianz Asset Management GmbH | 269,890 | $15.8M | 0.01% | +10,194+3.9% | Added |
| Verity & Verity, LLC | 239,821 | $15.6M | 2.34% | +2,615+1.1% | Added |
| Willis Investment Counsel | 264,876 | $15.5M | 0.89% | +54,497+25.9% | Added |
| Lazard Asset Management LLC | 262,906 | $15.4M | 0.02% | +5,381+2.1% | Added |
| Sit Investment Associates Inc | 262,855 | $15.4M | 0.40% | +227,350+640.3% | Added |
| Janus Henderson Group PLC | 261,504 | $15.3M | 0.01% | −52,991−16.8% | Reduced |
| Systematic Alpha Investments, LLC | 233,937 | $14.8M | 0.65% | −156−0.1% | Reduced |
| Heritage Wealth Advisors | 250,553 | $14.7M | 0.90% | +14,571+6.2% | Added |
| Soapstone Management L.P. | 250,000 | $14.7M | 6.16% | −50,000−16.7% | Reduced |
| British Columbia Investment Management Corp | 248,898 | $14.6M | 0.09% | −203−0.1% | Reduced |
| Empire Life Investments Inc. | 247,594 | $14.5M | 0.95% | −1,474−0.6% | Reduced |
| Creative Planning | 247,018 | $14.5M | 0.03% | −6,922−2.7% | Reduced |
| Cypress Capital Management LLC | 259,963 | $14.4M | 1.91% | 00.0% | Unchanged |
| Utah Retirement Systems | 243,125 | $14.3M | 0.19% | −12,900−5.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 242,446 | $14.2M | 1.11% | +2,514+1.0% | Added |
| Stock Yards Bank & Trust Co | 242,070 | $14.2M | 0.90% | +13,488+5.9% | Added |
| McRae Capital Management Inc | 242,008 | $14.2M | 3.13% | +859+0.4% | Added |
| Kanawha Capital Management LLC | 240,645 | $14.1M | 1.31% | +1,573+0.7% | Added |
| FDx Advisors, Inc. | 238,475 | $14.0M | 0.45% | +17,359+7.9% | Added |
| AQR Capital Management LLC | 235,863 | $13.8M | 0.03% | −35,868−13.2% | Reduced |
| Beach Investment Counsel Inc | 234,061 | $13.7M | 1.30% | −47,134−16.8% | Reduced |
| Public Employees Retirement Association of Colorado | 232,069 | $13.6M | 0.06% | −523−0.2% | Reduced |
| State of Tennessee, Treasury Department | 227,234 | $13.3M | 0.05% | −12,310−5.1% | Reduced |
| Dana Investment Advisors, Inc. | 227,128 | $13.3M | 0.60% | +9,129+4.2% | Added |
| Gofen & Glossberg LLC | 226,523 | $13.3M | 0.31% | −1,784−0.8% | Reduced |
| Advisors Capital Management, LLC | 224,839 | $13.2M | 0.40% | +9,361+4.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 224,436 | $13.2M | 0.50% | +49,821+28.5% | Added |
| Swiss Life Asset Management Ltd | 222,946 | $13.1M | 0.18% | −48,826−18.0% | Reduced |
| Chesley Taft & Associates LLC | 222,465 | $13.0M | 0.74% | +3,825+1.7% | Added |
| Associated Banc-Corp | 222,460 | $13.0M | 0.52% | +4,321+2.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 221,846 | $13.0M | 0.47% | +221,846 | New |
| Rockefeller Capital Management L.P. | 220,972 | $13.0M | 0.07% | +19,793+9.8% | Added |
| Gradient Investments LLC | 218,118 | $12.8M | 0.36% | +6,919+3.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 218,000 | $12.8M | 0.14% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 213,918 | $12.5M | 0.07% | −10,285−4.6% | Reduced |
| Voloridge Investment Management, LLC | 209,906 | $12.3M | 0.08% | +198,168+1,688.3% | Added |
| Texas Permanent School Fund | 206,209 | $12.1M | 0.15% | −17,209−7.7% | Reduced |
| State of Alaska, Department of Revenue | 204,881 | $12.0M | 0.12% | −3,975−1.9% | Reduced |
| Carroll Financial Associates, Inc. | 204,818 | $12.0M | 0.67% | +3,653+1.8% | Added |
| Mackay Shields LLC | 204,147 | $12.0M | 0.11% | −7,702−3.6% | Reduced |
| Patten & Patten Inc | 203,994 | $12.0M | 0.91% | +8,552+4.4% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 200,503 | $11.8M | 0.87% | +953+0.5% | Added |
| M&T Bank Corp | 200,254 | $11.7M | 0.05% | +1,763+0.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 198,891 | $11.7M | 0.18% | +13,296+7.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 195,787 | $11.5M | 0.90% | −1,921−1.0% | Reduced |
| Virginia Retirement Systems Et Al | 194,800 | $11.4M | 0.12% | +52,400+36.8% | Added |
| Galvin, Gaustad & Stein, LLC | 193,436 | $11.3M | 1.10% | −7,851−3.9% | Reduced |
| DnB Asset Management AS | 192,739 | $11.3M | 0.07% | −67,950−26.1% | Reduced |
| NTV Asset Management LLC | 192,534 | $11.3M | 1.96% | +22,414+13.2% | Added |
| Stonebridge Capital Advisors LLC | 191,588 | $11.2M | 1.37% | +4,483+2.4% | Added |
| CIBC Asset Management Inc | 189,611 | $11.1M | 0.04% | +19,890+11.7% | Added |
| Man Group plc | 187,397 | $11.0M | 0.04% | −202,947−52.0% | Reduced |
| Pinnacle Associates Ltd | 175,789 | $10.3M | 0.19% | +767+0.4% | Added |
| Mutual of America Capital Management LLC | 175,156 | $10.3M | 0.10% | −428−0.2% | Reduced |
| IFM Investors Pty Ltd | 174,806 | $10.3M | 0.21% | −442−0.3% | Reduced |
| Sonora Investment Management, LLC | 174,737 | $10.2M | 1.28% | +10,798+6.6% | Added |
| Wallington Asset Management, LLC | 174,487 | $10.2M | 1.70% | +398+0.2% | Added |
| Andra AP-fonden | 173,000 | $10.1M | 0.21% | +5,600+3.3% | Added |
| Verition Fund Management LLC | 172,304 | $10.1M | 0.15% | −17,135−9.0% | Reduced |
| Highland Capital Management, LLC | 170,018 | $9.97M | 0.60% | +142+0.1% | Added |
| Brown Advisory Inc | 167,620 | $9.83M | 0.01% | −2,614−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 167,277 | $9.81M | 0.11% | −1,217−0.7% | Reduced |
| Farmers & Merchants Investments Inc | 165,445 | $9.70M | 0.41% | −34,974−17.5% | Reduced |
| Intact Investment Management Inc. | 164,000 | $9.61M | 0.27% | −1,300−0.8% | Reduced |
| Chemung Canal Trust Co | 162,231 | $9.52M | 1.83% | +5,071+3.2% | Added |
| Investment Management Corp of Ontario | 159,000 | $9.33M | 0.60% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 158,768 | $9.31M | 0.84% | +1,954+1.2% | Added |
| Metropolitan Life Insurance Co | 157,187 | $9.22M | 0.13% | −6,346−3.9% | Reduced |
| CIBC Private Wealth Group, LLC | 156,657 | $9.19M | 0.02% | −342,543−68.6% | Reduced |
| Tdam USA Inc. | 154,787 | $9.08M | 0.60% | −6,619−4.1% | Reduced |
| First Republic Investment Management, Inc. | 153,321 | $8.99M | 0.02% | +18,877+14.0% | Added |
| Rothschild Investment Corp | 152,394 | $8.94M | 0.75% | −420.0% | Reduced |