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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 82,332 | $4.83M | 0.02% | −148,983−64.4% | Reduced |
| LaFleur & Godfrey LLC | 81,458 | $4.78M | 0.66% | +7,375+10.0% | Added |
| Advisory Services Network, LLC | 80,693 | $4.73M | 0.15% | −48,199−37.4% | Reduced |
| Hantz Financial Services, Inc. | 80,693 | $4.73M | 0.15% | +9,186+12.8% | Added |
| Griffin Asset Management, Inc. | 80,228 | $4.71M | 0.60% | +4,086+5.4% | Added |
| Wealthfront Advisers LLC | 79,634 | $4.67M | 0.02% | +3,901+5.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 79,350 | $4.65M | 0.20% | +79,350 | New |
| First National Trust Co | 79,275 | $4.65M | 0.28% | +3,306+4.4% | Added |
| Umb Bank N A | 78,227 | $4.59M | 0.10% | −1,302−1.6% | Reduced |
| Eudaimonia Partners, LLC | 78,073 | $4.58M | 0.83% | +309+0.4% | Added |
| Kentucky Retirement Systems | 77,778 | $4.56M | 0.21% | −534−0.7% | Reduced |
| Leavell Investment Management, Inc. | 77,730 | $4.56M | 0.34% | −1,137−1.4% | Reduced |
| Level Four Advisory Services, LLC | 77,543 | $4.55M | 0.47% | +7,206+10.2% | Added |
| Reliant Investment Management, LLC | 76,974 | $4.51M | 2.25% | −976−1.3% | Reduced |
| Daiwa Securities Group Inc. | 76,645 | $4.50M | 0.03% | +3,531+4.8% | Added |
| Pacer Advisors, Inc. | 74,711 | $4.38M | 0.06% | −5,768−7.2% | Reduced |
| Pendal Group Limited | 74,692 | $4.38M | 0.04% | −8,134−9.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 74,379 | $4.36M | 0.10% | +1,739+2.4% | Added |
| Arbor Investment Advisors, LLC | 74,273 | $4.36M | 0.88% | −710−0.9% | Reduced |
| Parcion Private Wealth LLC | 70,579 | $4.33M | 0.38% | +1,384+2.0% | Added |
| Kavar Capital Partners Group, LLC | 72,679 | $4.26M | 0.97% | +1,033+1.4% | Added |
| Mercer Global Advisors Inc | 72,249 | $4.24M | 0.03% | +16,494+29.6% | Added |
| Thompson Siegel & Walmsley LLC | 71,879 | $4.22M | 0.06% | −168−0.2% | Reduced |
| People's United Financial, Inc. | 71,225 | $4.18M | 0.09% | +3,388+5.0% | Added |
| Providence Capital Advisors, LLC | 71,033 | $4.17M | 1.30% | +7,300+11.5% | Added |
| United Bank | 70,983 | $4.16M | 2.64% | −1,211−1.7% | Reduced |
| Seven Eight Capital, LP | 70,333 | $4.13M | 0.40% | −24,720−26.0% | Reduced |
| Salem Capital Management Inc | 70,225 | $4.12M | 2.26% | +3,550+5.3% | Added |
| Signature Wealth Management Group | 68,638 | $4.03M | 2.24% | −877−1.3% | Reduced |
| Culbertson A N & Co Inc | 68,611 | $4.02M | 0.82% | −413−0.6% | Reduced |
| Verdence Capital Advisors LLC | 67,695 | $3.97M | 0.52% | +4,426+7.0% | Added |
| Xponance, Inc. | 67,319 | $3.95M | 0.07% | −6,974−9.4% | Reduced |
| Hallmark Capital Management Inc | 66,955 | $3.93M | 0.34% | +400+0.6% | Added |
| Blueshift Asset Management, LLC | 66,309 | $3.89M | 0.22% | +66,309 | New |
| Enterprise Financial Services Corp | 66,216 | $3.88M | 0.50% | +53,544+422.5% | Added |
| River Wealth Advisors LLC | 66,110 | $3.88M | 0.66% | −760−1.1% | Reduced |
| Trustmark National Bank Trust Department | 66,087 | $3.88M | 0.31% | −3,492−5.0% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 65,923 | $3.87M | 0.06% | +436+0.7% | Added |
| Citizens Business Bank | 65,887 | $3.86M | 0.51% | −638−1.0% | Reduced |
| Anchor Investment Management, LLC | 64,887 | $3.81M | 0.53% | +1,033+1.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 64,740 | $3.80M | 0.60% | +353+0.5% | Added |
| Welch Group, LLC | 64,708 | $3.79M | 0.26% | +8,191+14.5% | Added |
| Goelzer Investment Management, Inc. | 64,126 | $3.76M | 0.33% | −91−0.1% | Reduced |
| Coastline Trust Co | 63,864 | $3.75M | 0.47% | −885−1.4% | Reduced |
| Marco Investment Management LLC | 63,679 | $3.73M | 0.41% | −760−1.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 63,573 | $3.73M | 0.15% | +2,918+4.8% | Added |
| Peloton Wealth Strategists | 63,350 | $3.71M | 1.52% | +4,650+7.9% | Added |
| Brooks, Moore & Associates, Inc. | 63,213 | $3.71M | 2.43% | −900−1.4% | Reduced |
| Bremer Bank National Association | 63,156 | $3.70M | 0.73% | +678+1.1% | Added |
| Benson Investment Management Company, Inc. | 62,765 | $3.68M | 1.90% | +175+0.3% | Added |
| Huber Capital Management LLC | 62,363 | $3.66M | 0.94% | −17,500−21.9% | Reduced |
| Old Point Trust & Financial Services N A | 62,339 | $3.66M | 1.63% | +1,550+2.5% | Added |
| Alberta Investment Management Corp | 62,200 | $3.65M | 0.03% | −17,400−21.9% | Reduced |
| Cornerstone Wealth Group, LLC | 61,693 | $3.62M | 0.64% | +1,947+3.3% | Added |
| Bray Capital Advisors | 61,584 | $3.61M | 0.93% | +355+0.6% | Added |
| Sustainable Insight Capital Management, LLC | 61,153 | $3.59M | 2.30% | +61,153 | New |
| Northwestern Mutual Investment Management Company, LLC | 60,626 | $3.56M | 0.07% | −446−0.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 60,506 | $3.55M | 0.24% | +7,834+14.9% | Added |
| Souders Financial Advisors | 60,393 | $3.54M | 1.14% | +1,358+2.3% | Added |
| BBVA USA | 60,049 | $3.52M | 0.21% | +3,067+5.4% | Added |
| E. Ohman J:or Asset Management AB | 59,500 | $3.49M | 0.11% | +2,500+4.4% | Added |
| Ethic Inc. | 59,427 | $3.48M | 0.36% | +11,363+23.6% | Added |
| Capital Investment Counsel, Inc | 59,000 | $3.46M | 0.76% | +875+1.5% | Added |
| Hamel Associates, Inc. | 58,575 | $3.44M | 1.34% | +9,025+18.2% | Added |
| GWM Advisors LLC | 57,694 | $3.38M | 0.08% | +2,475+4.5% | Added |
| Laurel Wealth Advisors LLC | 57,623 | $3.38M | 0.77% | −67−0.1% | Reduced |
| Triangle Securities Wealth Management | 57,561 | $3.38M | 1.15% | +5,667+10.9% | Added |
| Shell Asset Management Co | 57,310 | $3.36M | 0.08% | +1,372+2.5% | Added |
| Old North State Trust, LLC | 57,176 | $3.35M | 2.99% | −800−1.4% | Reduced |
| Weather Gauge Advisory, LLC | 56,920 | $3.34M | 4.31% | −1,802−3.1% | Reduced |
| WBI Investments | 58,319 | $3.30M | 0.55% | +58,319 | New |
| Meeder Asset Management Inc | 56,172 | $3.29M | 0.17% | −10,310−15.5% | Reduced |
| Azimuth Capital Management LLC | 56,102 | $3.29M | 0.14% | +1,503+2.8% | Added |
| Valley National Advisers Inc | 56,050 | $3.29M | 0.59% | +5,229+10.3% | Added |
| Hedeker Wealth, LLC | 56,041 | $3.29M | 1.02% | +20,885+59.4% | Added |
| RKL Wealth Management LLC | 55,348 | $3.25M | 0.41% | +253+0.5% | Added |
| Marotta Asset Management | 55,313 | $3.24M | 0.78% | 00.0% | Unchanged |
| Security National Trust Co | 58,155 | $3.23M | 0.75% | 00.0% | Unchanged |
| Fiduciary Trust Co | 54,525 | $3.20M | 0.06% | +1,586+3.0% | Added |
| Trust Co of Vermont | 54,465 | $3.19M | 0.23% | +215+0.4% | Added |
| North Star Investment Management Corp. | 54,454 | $3.19M | 0.26% | +432+0.8% | Added |
| Nicholas Hoffman & Company, LLC. | 53,955 | $3.16M | 0.55% | −86−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 53,772 | $3.15M | 0.12% | +225+0.4% | Added |
| Welch & Forbes LLC | 53,527 | $3.14M | 0.05% | 00.0% | Unchanged |
| First American Bank | 52,747 | $3.09M | 0.18% | −171−0.3% | Reduced |
| Davis Selected Advisers | 52,316 | $3.07M | 0.01% | +684+1.3% | Added |
| JT Stratford LLC | 52,163 | $3.06M | 0.94% | +142+0.3% | Added |
| Atlantic Union Bankshares Corp | 51,942 | $3.05M | 0.29% | −416−0.8% | Reduced |
| Continental Advisors LLC | 51,706 | $3.03M | 2.19% | −6,000−10.4% | Reduced |
| McMillion Capital Management Inc | 51,157 | $3.00M | 1.76% | −4,233−7.6% | Reduced |
| South State Corp. | 51,150 | $3.00M | 0.25% | +185+0.4% | Added |
| Viking Fund Management LLC | 51,000 | $2.99M | 0.87% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 50,699 | $2.97M | 0.39% | +4,018+8.6% | Added |
| Signet Financial Management, LLC | 50,527 | $2.96M | 0.51% | +42+0.1% | Added |
| Cordasco Financial Network | 49,946 | $2.93M | 2.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 49,801 | $2.92M | 0.22% | +49,801 | New |
| IVC Wealth Advisors LLC | 49,761 | $2.92M | 2.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 49,576 | $2.91M | 0.33% | −7,473−13.1% | Reduced |
| Patten Group, Inc. | 49,468 | $2.90M | 0.85% | +62+0.1% | Added |
| ZWJ Investment Counsel Inc | 49,348 | $2.89M | 0.16% | +3,027+6.5% | Added |