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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 157,524 | $8.77M | 0.14% | +147+0.1% | Added |
| Oppenheimer & Co Inc | 147,894 | $8.67M | 0.16% | +2,992+2.1% | Added |
| Cresset Asset Management, LLC | 145,219 | $8.52M | 0.11% | +3,770+2.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 143,098 | $8.39M | 0.02% | −200,975−58.4% | Reduced |
| Argent Trust Co | 142,512 | $8.36M | 0.54% | +7,798+5.8% | Added |
| Gillson Capital LP | 142,174 | $8.34M | 0.61% | +142,174 | New |
| Nissay Asset Management Corp | 139,686 | $8.19M | 0.07% | +5,345+4.0% | Added |
| MML Investors Services, LLC | 139,330 | $8.17M | 0.06% | +33,920+32.2% | Added |
| Northwestern Mutual Wealth Management Co | 138,933 | $8.15M | 0.01% | +11,262+8.8% | Added |
| Linscomb & Williams, Inc. | 137,576 | $8.07M | 0.42% | +2,552+1.9% | Added |
| AXA S.A. | 137,150 | $8.04M | 0.02% | +7,883+6.1% | Added |
| Alpha Omega Wealth Management LLC | 137,011 | $8.04M | 1.31% | +728+0.5% | Added |
| Kestra Advisory Services, LLC | 136,940 | $8.03M | 0.08% | +11,300+9.0% | Added |
| Taylor Wealth Management Partners | 136,372 | $8.00M | 2.85% | −2,062−1.5% | Reduced |
| Point72 Hong Kong Ltd | 134,997 | $7.92M | 0.61% | +129,067+2,176.5% | Added |
| Palladium Partners LLC | 132,970 | $7.80M | 0.36% | −27,980−17.4% | Reduced |
| tru Independence LLC | 132,416 | $7.77M | 2.17% | −6,346−4.6% | Reduced |
| Maryland Capital Management | 132,224 | $7.75M | 0.46% | +7,443+6.0% | Added |
| Hartford Investment Management Co | 131,816 | $7.73M | 0.21% | −17,083−11.5% | Reduced |
| Rowland & Co Investment Counsel | 205,831 | $7.73M | 2.62% | −14,220−6.5% | Reduced |
| TD Private Client Wealth LLC | 131,660 | $7.72M | 0.33% | +9,118+7.4% | Added |
| German American Bancorp, Inc. | 131,295 | $7.70M | 1.18% | +5,953+4.7% | Added |
| Bokf, NA | 131,111 | $7.69M | 0.13% | +131,111 | New |
| Hyman Charles D | 130,484 | $7.65M | 0.54% | −1,218−0.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 130,318 | $7.64M | 0.30% | +77,593+147.2% | Added |
| Terry L. Blaker | 127,462 | $7.48M | 0.48% | +9,324+7.9% | Added |
| Icon Wealth Partners, LLC | 126,665 | $7.43M | 0.79% | −2,514−1.9% | Reduced |
| Camden National Bank | 126,181 | $7.40M | 1.43% | −176−0.1% | Reduced |
| Biondo Investment Advisors, LLC | 123,089 | $7.28M | 1.25% | +2,175+1.8% | Added |
| Keybank National Association | 122,155 | $7.16M | 0.03% | −4,044−3.2% | Reduced |
| Colonial Trust Advisors | 122,057 | $7.16M | 0.88% | −2,826−2.3% | Reduced |
| Sandy Spring Bank | 120,744 | $7.08M | 0.38% | −514−0.4% | Reduced |
| Shelton Capital Management | 117,754 | $6.91M | 0.27% | +27,354+30.3% | Added |
| Covington Capital Management | 117,524 | $6.89M | 0.26% | +44,730+61.4% | Added |
| Keating Investment Counselors Inc | 116,965 | $6.86M | 3.21% | −130−0.1% | Reduced |
| Smith, Salley & Associates | 116,833 | $6.85M | 0.54% | +4,793+4.3% | Added |
| Westpac Banking Corp | 116,419 | $6.83M | 0.07% | −2,190−1.8% | Reduced |
| First Horizon Advisors, Inc. | 115,734 | $6.79M | 0.22% | +3,619+3.2% | Added |
| FinTrust Capital Advisors, LLC | 113,935 | $6.68M | 1.77% | +4,048+3.7% | Added |
| Northwest & Ethical Investments L.P. | 113,336 | $6.65M | 0.22% | +82,173+263.7% | Added |
| Westover Capital Advisors, LLC | 113,309 | $6.65M | 2.08% | +2,933+2.7% | Added |
| AE Wealth Management LLC | 113,176 | $6.64M | 0.05% | +16,859+17.5% | Added |
| Motco | 112,157 | $6.58M | 0.43% | +112,090+167,298.5% | Added |
| ING Groep NV | 112,065 | $6.57M | 0.08% | +1,612+1.5% | Added |
| Oregon Public Employees Retirement Fund | 111,737 | $6.55M | 0.07% | −641−0.6% | Reduced |
| Securian Asset Management, Inc | 111,378 | $6.53M | 0.13% | −2,042−1.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 108,727 | $6.38M | 0.01% | −147,295−57.5% | Reduced |
| Flputnam Investment Management Co | 108,690 | $6.38M | 0.22% | −32,784−23.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 108,456 | $6.36M | 0.26% | +3,874+3.7% | Added |
| XML Financial, LLC | 108,364 | $6.36M | 0.85% | +103,727+2,236.9% | Added |
| Eastern Bank | 108,280 | $6.35M | 0.31% | +2,395+2.3% | Added |
| Opus Investment Management Inc | 108,100 | $6.34M | 0.97% | 00.0% | Unchanged |
| Pineno Levin & Ford Asset Management, Inc. | 107,982 | $6.33M | 2.05% | +3,070+2.9% | Added |
| Kovitz Investment Group Partners, LLC | 107,735 | $6.32M | 0.13% | −925−0.9% | Reduced |
| Atria Investments LLC | 106,690 | $6.26M | 0.11% | +11,654+12.3% | Added |
| Cetera Advisor Networks LLC | 106,669 | $6.26M | 0.08% | −3,476−3.2% | Reduced |
| Tudor Investment Corp Et Al | 106,074 | $6.22M | 0.13% | −71,364−40.2% | Reduced |
| Kingsview Wealth Management, LLC | 105,393 | $6.18M | 0.29% | −712−0.7% | Reduced |
| Parkside Investments, LLC | 105,239 | $6.17M | 1.29% | +953+0.9% | Added |
| Buckingham Strategic Wealth, LLC | 104,800 | $6.15M | 0.13% | −86−0.1% | Reduced |
| Maryland State Retirement & Pension System | 103,108 | $6.13M | 0.17% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 103,295 | $6.06M | 0.06% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 102,863 | $6.03M | 0.28% | −2,376−2.3% | Reduced |
| First Citizens Bank & Trust Co | 101,115 | $5.93M | 0.28% | +1,668+1.7% | Added |
| Huntington National Bank | 99,582 | $5.84M | 0.06% | −2,372−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 99,019 | $5.81M | 0.08% | −3,274−3.2% | Reduced |
| Diversified Trust Co | 98,953 | $5.80M | 0.21% | +569+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 98,670 | $5.79M | 0.01% | +7,337+8.0% | Added |
| Ibex Wealth Advisors | 98,284 | $5.76M | 1.11% | +3,770+4.0% | Added |
| Elo Mutual Pension Insurance Co | 94,699 | $5.55M | 0.18% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 94,092 | $5.52M | 0.08% | +753+0.8% | Added |
| Old National Bancorp | 93,932 | $5.51M | 0.21% | −9,578−9.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 93,657 | $5.49M | 0.88% | +15,846+20.4% | Added |
| Am Investment Strategies LLC | 93,306 | $5.47M | 1.43% | −6,888−6.9% | Reduced |
| Cardinal Capital Management | 93,120 | $5.46M | 1.18% | +430+0.5% | Added |
| Alexandria Capital, LLC | 92,811 | $5.44M | 0.50% | +3,495+3.9% | Added |
| Bragg Financial Advisors, Inc | 91,242 | $5.35M | 0.34% | +3,457+3.9% | Added |
| Candriam Luxembourg S.C.A. | 91,215 | $5.35M | 0.04% | −2,045−2.2% | Reduced |
| Pinebridge Investments, L.P. | 91,208 | $5.35M | 0.06% | −4,907−5.1% | Reduced |
| Corient Capital Partners, LLC | 89,636 | $5.26M | 0.38% | +9,397+11.7% | Added |
| Ziegler Capital Management, LLC | 87,871 | $5.21M | 0.19% | −146,529−62.5% | Reduced |
| Jones Financial Companies LLLP | 88,756 | $5.21M | 0.01% | +5,223+6.3% | Added |
| TownSquare Capital, LLC | 88,678 | $5.20M | 0.15% | +88,678 | New |
| New Mexico Educational Retirement Board | 87,988 | $5.16M | 0.18% | −1,800−2.0% | Reduced |
| Capital Insight Partners, LLC | 87,596 | $5.14M | 1.12% | +1,614+1.9% | Added |
| Private Advisor Group, LLC | 87,530 | $5.13M | 0.03% | +38,567+78.8% | Added |
| Equitable Trust Co | 87,402 | $5.13M | 0.33% | −246−0.3% | Reduced |
| Capital International Sarl | 87,293 | $5.12M | 0.45% | +6,473+8.0% | Added |
| Crossmark Global Holdings, Inc. | 86,346 | $5.06M | 0.12% | +45+0.1% | Added |
| Bridge Creek Capital Management LLC | 85,912 | $5.04M | 1.88% | +1,102+1.3% | Added |
| American National Insurance Co | 85,605 | $5.02M | 0.19% | −80−0.1% | Reduced |
| Parsec Financial Management, Inc. | 77,333 | $5.01M | 0.21% | −485−0.6% | Reduced |
| YHB Investment Advisors, Inc. | 85,295 | $5.00M | 0.43% | +1,498+1.8% | Added |
| Richard Bernstein Advisors LLC | 84,504 | $4.96M | 0.10% | +3,402+4.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 83,859 | $4.92M | 0.12% | −684−0.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 83,807 | $4.92M | 0.50% | +1,915+2.3% | Added |
| Cramer Rosenthal McGlynn LLC | 83,725 | $4.91M | 0.17% | +83,725 | New |
| Cerity Partners LLC | 83,130 | $4.88M | 0.11% | +1,709+2.1% | Added |
| Louisiana State Employees Retirement System | 83,100 | $4.87M | 0.12% | −700−0.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 82,647 | $4.85M | 1.08% | +890+1.1% | Added |