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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 49,330 | $2.89M | 0.09% | −1,044−2.1% | Reduced |
| D.A. Davidson & Co. | 49,202 | $2.89M | 0.03% | +2,258+4.8% | Added |
| Zions Bancorporation, N.A. | 48,741 | $2.86M | 0.29% | +15,283+45.7% | Added |
| Swarthmore Group Inc | 51,300 | $2.85M | 0.74% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 48,341 | $2.83M | 0.02% | −290−0.6% | Reduced |
| Argyle Capital Management Inc. | 48,333 | $2.83M | 0.94% | +600+1.3% | Added |
| Cornerstone Advisory, LLC | 48,273 | $2.83M | 0.47% | −848−1.7% | Reduced |
| Jane Street Group, LLC | 48,249 | $2.83M | 0.01% | −938,017−95.1% | Reduced |
| Lee Danner & Bass Inc | 47,935 | $2.81M | 0.26% | +123+0.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 47,806 | $2.80M | 0.59% | −11,285−19.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 47,788 | $2.80M | 0.03% | −15,056−24.0% | Reduced |
| Quantitative Investment Management, LLC | 47,158 | $2.77M | 0.25% | +47,158 | New |
| Strategic Advisors LLC | 46,673 | $2.74M | 0.59% | −1,747−3.6% | Reduced |
| United Bank | 46,617 | $2.73M | 0.37% | 00.0% | Unchanged |
| Community Bank, N.A. | 46,235 | $2.71M | 0.33% | +8,218+21.6% | Added |
| Trust Co of Toledo NA | 45,908 | $2.69M | 0.44% | −619−1.3% | Reduced |
| Silvercrest Asset Management Group LLC | 45,896 | $2.69M | 0.02% | +9,308+25.4% | Added |
| Twin Capital Management Inc | 45,307 | $2.66M | 0.27% | −7,080−13.5% | Reduced |
| Tealwood Asset Management Inc | 45,120 | $2.65M | 1.07% | +45,120 | New |
| Advisor Partners LLC | 45,063 | $2.64M | 0.18% | −2,024−4.3% | Reduced |
| Norinchukin Bank, The | 45,012 | $2.64M | 0.04% | +4,033+9.8% | Added |
| Fulton Bank, N.A. | 44,516 | $2.61M | 0.12% | +9,192+26.0% | Added |
| Geneos Wealth Management Inc. | 43,126 | $2.60M | 0.10% | +12,114+39.1% | Added |
| Hengehold Capital Management LLC | 44,141 | $2.59M | 0.34% | +687+1.6% | Added |
| Moloney Securities Asset Management, LLC | 44,086 | $2.59M | 0.47% | +670+1.5% | Added |
| CWA Asset Management Group, LLC | 43,468 | $2.55M | 0.20% | +1,920+4.6% | Added |
| Proquility Private Wealth Partners, LLC | 43,438 | $2.55M | 0.96% | +1,291+3.1% | Added |
| Veritable, L.P. | 43,424 | $2.55M | 0.04% | −2,494−5.4% | Reduced |
| Holderness Investments Co | 43,145 | $2.53M | 0.84% | +94+0.2% | Added |
| Semmax Financial Advisors Inc. | 43,063 | $2.53M | 0.87% | −3,328−7.2% | Reduced |
| Headinvest, LLC | 42,933 | $2.52M | 0.48% | +14,319+50.0% | Added |
| Resonant Capital Advisors, LLC | 42,757 | $2.51M | 0.44% | +4,567+12.0% | Added |
| Arcus Capital Partners, LLC | 42,371 | $2.48M | 0.93% | 00.0% | Unchanged |
| AXS Investments LLC | 42,371 | $2.48M | 0.93% | +42,371 | New |
| Buckhead Capital Management LLC | 42,101 | $2.47M | 0.55% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 42,000 | $2.46M | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 41,906 | $2.46M | 0.01% | −1,729−4.0% | Reduced |
| Heritage Trust Co | 41,801 | $2.45M | 0.35% | +471+1.1% | Added |
| Bogart Wealth, LLC | 41,467 | $2.43M | 0.25% | +8,102+24.3% | Added |
| Physicians Financial Services, Inc. | 41,092 | $2.41M | 0.98% | −200−0.5% | Reduced |
| Cigna Investments Inc | 41,013 | $2.41M | 0.18% | −1,003−2.4% | Reduced |
| Monument Capital Management | 40,676 | $2.39M | 0.81% | −871−2.1% | Reduced |
| Kempner Capital Management Inc. | 40,262 | $2.36M | 1.35% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 40,259 | $2.36M | 0.05% | +1,400+3.6% | Added |
| Everence Capital Management Inc | 40,200 | $2.36M | 0.19% | +200.0% | Added |
| Rossmore Private Capital | 39,918 | $2.34M | 0.40% | +150+0.4% | Added |
| Jaffetilchin Investment Partners, LLC | 39,846 | $2.34M | 0.25% | −34,030−46.1% | Reduced |
| Salzhauer Michael | 39,637 | $2.33M | 1.05% | −353−0.9% | Reduced |
| Watchman Group, Inc. | 39,621 | $2.32M | 1.50% | −378−0.9% | Reduced |
| Parsons Capital Management Inc | 39,576 | $2.32M | 0.18% | +491+1.3% | Added |
| Outfitter Financial LLC | 39,156 | $2.30M | 1.81% | +455+1.2% | Added |
| Independence Bank of Kentucky | 39,123 | $2.29M | 0.99% | +1,379+3.7% | Added |
| Icon Advisers Inc | 39,100 | $2.29M | 0.39% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 39,069 | $2.29M | 1.27% | +1,260+3.3% | Added |
| Bowen Hanes & Co Inc | 38,915 | $2.28M | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 38,431 | $2.25M | 0.08% | −83,849−68.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 38,339 | $2.25M | 0.16% | +770+2.0% | Added |
| Capital Investment Advisors, LLC | 38,237 | $2.24M | 0.08% | −1,069−2.7% | Reduced |
| Spire Wealth Management | 38,202 | $2.24M | 0.06% | −144−0.4% | Reduced |
| HM Payson & Co | 38,087 | $2.23M | 0.05% | −129−0.3% | Reduced |
| Neville Rodie & Shaw Inc | 38,048 | $2.23M | 0.17% | 00.0% | Unchanged |
| IBM Retirement Fund | 37,989 | $2.23M | 0.17% | +104+0.3% | Added |
| Massmutual Trust Co FSB | 37,981 | $2.23M | 0.09% | +4,519+13.5% | Added |
| Cadence Bank NA | 37,645 | $2.21M | 0.66% | −829−2.2% | Reduced |
| Wolverine Trading, LLC | 37,139 | $2.21M | 0.05% | +9,983+36.8% | Added |
| Federation des caisses Desjardins du Quebec | 37,066 | $2.17M | 0.02% | +34,510+1,350.2% | Added |
| Tower Research Capital LLC (TRC) | 36,844 | $2.16M | 0.06% | −24,853−40.3% | Reduced |
| X-Square Capital, LLC | 36,485 | $2.15M | 1.11% | +3,960+12.2% | Added |
| J.W. Cole Advisors, Inc. | 36,545 | $2.14M | 0.15% | −20.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,361 | $2.13M | 0.04% | +3,187+9.6% | Added |
| Redpoint Investment Management Pty Ltd | 36,353 | $2.13M | 0.18% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 35,978 | $2.11M | 0.04% | +18,536+106.3% | Added |
| Banco de Sabadell, S.A | 35,981 | $2.11M | 1.42% | −31−0.1% | Reduced |
| Silvant Capital Management LLC | 35,870 | $2.10M | 0.38% | −3,230−8.3% | Reduced |
| Citizens & Northern Corp | 35,624 | $2.09M | 0.80% | −2,683−7.0% | Reduced |
| GHP Investment Advisors, Inc. | 35,590 | $2.09M | 0.17% | +869+2.5% | Added |
| Allstate Corp | 34,912 | $2.05M | 0.08% | −2,718−7.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 34,764 | $2.04M | 0.22% | −239−0.7% | Reduced |
| Signaturefd, LLC | 34,678 | $2.03M | 0.07% | +686+2.0% | Added |
| Capital International Inc | 34,604 | $2.03M | 0.02% | +408+1.2% | Added |
| Capital Investment Advisory Services, LLC | 34,603 | $2.03M | 0.26% | +343+1.0% | Added |
| Farmers National Bank | 42,260 | $2.03M | 0.81% | −2,191−4.9% | Reduced |
| CAMG Solamere Management, LLC | 34,420 | $2.02M | 1.66% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 34,312 | $2.02M | 0.14% | +5,672+19.8% | Added |
| Patton Albertson Miller Group, LLC | 34,366 | $2.02M | 0.39% | +17,343+101.9% | Added |
| Banyan Capital Management, Inc. | 34,342 | $2.01M | 1.28% | −120−0.3% | Reduced |
| Blair William & Co | 34,281 | $2.01M | 0.01% | −2,934−7.9% | Reduced |
| St. Johns Investment Management Company, LLC | 33,836 | $1.98M | 1.09% | +326+1.0% | Added |
| Plimoth Trust Co LLC | 33,497 | $1.97M | 0.56% | +1,675+5.3% | Added |
| Transform Wealth, LLC | 33,431 | $1.96M | 0.22% | −745−2.2% | Reduced |
| Tandem Investment Advisors, Inc. | 33,364 | $1.96M | 0.16% | +1,695+5.4% | Added |
| SG Americas Securities, LLC | 32,972 | $1.93M | 0.01% | −29,807−47.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 32,840 | $1.93M | 0.57% | +20,028+156.3% | Added |
| InterOcean Capital Group, LLC | 32,827 | $1.93M | 0.10% | +253+0.8% | Added |
| National Asset Management, Inc. | 32,948 | $1.92M | 0.06% | +5,262+19.0% | Added |
| MCF Advisors LLC | 32,453 | $1.90M | 0.19% | −519−1.6% | Reduced |
| Cetera Investment Advisers | 32,282 | $1.89M | 0.03% | +5,263+19.5% | Added |
| Glenview Trust Co | 32,200 | $1.89M | 0.07% | +8,255+34.5% | Added |
| Sompo Asset Management Co., Ltd. | 32,200 | $1.89M | 0.43% | −6,940−17.7% | Reduced |
| Trust Co of Virginia | 31,952 | $1.87M | 0.21% | +4,971+18.4% | Added |