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 |
|---|---|---|---|---|---|
| Tiaa, FSB | 31,927 | $1.87M | 0.01% | −2,729−7.9% | Reduced |
| FORA Capital, LLC | 31,732 | $1.86M | 0.47% | +31,732 | New |
| Regentatlantic Capital LLC | 31,646 | $1.86M | 0.06% | +959+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 31,514 | $1.85M | 0.04% | −1,363−4.1% | Reduced |
| Blue Chip Partners, Inc. | 31,453 | $1.84M | 0.26% | −170,275−84.4% | Reduced |
| World Asset Management Inc | 31,337 | $1.84M | 0.18% | −2,679−7.9% | Reduced |
| Whitener Capital Management, Inc. | 38,286 | $1.83M | 0.84% | −5,123−11.8% | Reduced |
| SeaCrest Wealth Management, LLC | 31,007 | $1.82M | 0.22% | −476−1.5% | Reduced |
| WealthShield Partners, LLC | 30,787 | $1.81M | 0.48% | −519−1.7% | Reduced |
| Founders Financial Alliance, LLC | 30,776 | $1.80M | 0.84% | −53−0.2% | Reduced |
| Pathstone Family Office, LLC | 30,688 | $1.80M | 0.05% | +6,450+26.6% | Added |
| Kestra Private Wealth Services, LLC | 30,642 | $1.80M | 0.10% | +6,092+24.8% | Added |
| CNB Bank | 30,511 | $1.79M | 1.07% | +3,856+14.5% | Added |
| Csenge Advisory Group | 29,649 | $1.78M | 0.15% | −1,805−5.7% | Reduced |
| Rede Wealth, LLC | 30,277 | $1.78M | 0.95% | +40.0% | Added |
| Transcend Wealth Collective, LLC | 27,503 | $1.77M | 0.16% | +27,503 | New |
| Dean Investment Associates, LLC | 30,059 | $1.76M | 0.33% | −1,762−5.5% | Reduced |
| Dividend Assets Capital, LLC | 30,016 | $1.76M | 0.35% | −350−1.2% | Reduced |
| Siemens Fonds Invest GmbH | 29,874 | $1.75M | 0.12% | +1,993+7.1% | Added |
| Game Creek Capital, LP | 29,750 | $1.75M | 0.93% | +1,250+4.4% | Added |
| United Asset Strategies, Inc. | 29,541 | $1.73M | 0.22% | +1,504+5.4% | Added |
| Loomis Sayles & Co L P | 29,342 | $1.72M | 0.00% | −1,566−5.1% | Reduced |
| JustInvest LLC | 29,080 | $1.71M | 0.15% | +18,310+170.0% | Added |
| Bard Financial Services, Inc. | 28,930 | $1.70M | 0.15% | −825−2.8% | Reduced |
| Partners in Financial Planning | 28,731 | $1.69M | 0.53% | +39+0.1% | Added |
| WealthPLAN Partners, LLC | 27,786 | $1.68M | 0.11% | +113+0.4% | Added |
| Nomura Holdings Inc | 27,888 | $1.68M | 0.01% | +10,628+61.6% | Added |
| Panagora Asset Management Inc | 28,342 | $1.66M | 0.01% | −675−2.3% | Reduced |
| Banque Cantonale Vaudoise | 28,200 | $1.65M | 0.07% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 28,165 | $1.65M | 0.39% | +960+3.5% | Added |
| Ally Financial Inc. | 28,000 | $1.64M | 0.16% | +28,000 | New |
| American Portfolios Advisors | 27,917 | $1.64M | 0.06% | +437+1.6% | Added |
| HNP Capital LLC | 27,841 | $1.63M | 0.41% | +636+2.3% | Added |
| Moneta Group Investment Advisors LLC | 27,741 | $1.63M | 0.08% | −1,953−6.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 27,654 | $1.62M | 0.03% | +4,298+18.4% | Added |
| Snowden Capital Advisors LLC | 27,562 | $1.62M | 0.08% | +194+0.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 27,538 | $1.61M | 0.02% | −1,484−5.1% | Reduced |
| MTM Investment Management, LLC | 27,543 | $1.61M | 0.88% | +100.0% | Added |
| Wealthcare Advisory Partners LLC | 27,419 | $1.61M | 0.11% | +2,299+9.2% | Added |
| Investors Asset Management of Georgia Inc | 27,404 | $1.61M | 0.84% | +227+0.8% | Added |
| Central Trust Co | 27,334 | $1.60M | 0.06% | +817+3.1% | Added |
| Kinneret Advisory, LLC | 27,230 | $1.60M | 0.19% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 27,095 | $1.59M | 0.83% | −264−1.0% | Reduced |
| Sandhill Capital Partners LLC | 27,038 | $1.59M | 0.13% | +1,245+4.8% | Added |
| Veriti Management LLC | 26,608 | $1.56M | 0.22% | −14−0.1% | Reduced |
| Investors Research Corp | 26,382 | $1.55M | 0.52% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 26,361 | $1.55M | 0.23% | +93+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 26,338 | $1.54M | 0.08% | +6,809+34.9% | Added |
| Stratos Wealth Partners, LTD. | 26,091 | $1.53M | 0.04% | +2,550+10.8% | Added |
| Newman Dignan & Sheerar, Inc. | 25,983 | $1.52M | 0.51% | +909+3.6% | Added |
| Aull & Monroe Investment Management Corp | 25,954 | $1.52M | 0.75% | 00.0% | Unchanged |
| RBF Capital, LLC | 25,900 | $1.52M | 0.09% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 25,881 | $1.52M | 0.17% | +326+1.3% | Added |
| Moors & Cabot, Inc. | 25,744 | $1.51M | 0.09% | +1,609+6.7% | Added |
| Van Eck Associates Corp | 25,692 | $1.51M | 0.00% | +2,286+9.8% | Added |
| First Midwest Bank Trust Division | 25,410 | $1.49M | 0.21% | +800+3.3% | Added |
| True North Advisors, LLC | 25,202 | $1.48M | 0.29% | +724+3.0% | Added |
| Sumitomo Life Insurance Co | 25,179 | $1.48M | 0.04% | −1,061−4.0% | Reduced |
| Wealth Alliance | 24,998 | $1.47M | 0.33% | +4,228+20.4% | Added |
| Fortem Financial Group, LLC | 24,863 | $1.46M | 0.74% | +508+2.1% | Added |
| Global Retirement Partners, LLC | 24,642 | $1.45M | 0.14% | +610+2.5% | Added |
| Comerica Securities,inc. | 24,178 | $1.42M | 0.10% | +2,300+10.5% | Added |
| Ieq Capital, LLC | 23,741 | $1.39M | 0.04% | +14,406+154.3% | Added |
| Mission Creek Capital Partners, Inc. | 23,414 | $1.38M | 0.26% | −520−2.2% | Reduced |
| Princeton Global Asset Management LLC | 23,494 | $1.38M | 0.42% | +766+3.4% | Added |
| Bessemer Securities LLC | 23,478 | $1.38M | 0.47% | +3,100+15.2% | Added |
| Arabesque Asset Management Ltd | 23,427 | $1.37M | 0.46% | +23,427 | New |
| Meridian Wealth Management, LLC | 23,385 | $1.37M | 0.17% | +1,171+5.3% | Added |
| Homrich & Berg | 23,339 | $1.37M | 0.03% | +162+0.7% | Added |
| Wetherby Asset Management Inc | 23,308 | $1.37M | 0.08% | +836+3.7% | Added |
| IndexIQ Advisors LLC | 23,234 | $1.36M | 0.05% | +1,139+5.2% | Added |
| Intrust Bank NA | 23,079 | $1.35M | 0.18% | +2,287+11.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 23,038 | $1.35M | 0.13% | +221+1.0% | Added |
| City Holding Co | 22,988 | $1.35M | 0.23% | −5,560−19.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 22,991 | $1.35M | 0.07% | +716+3.2% | Added |
| Stratos Wealth Advisors, LLC | 22,945 | $1.35M | 0.11% | −2,107−8.4% | Reduced |
| Hills Bank & Trust Co | 22,869 | $1.34M | 0.20% | +1,966+9.4% | Added |
| Aprio Wealth Management, LLC | 22,778 | $1.34M | 0.61% | −20−0.1% | Reduced |
| Lincoln National Corp | 22,582 | $1.32M | 0.03% | +1,755+8.4% | Added |
| Atticus Wealth Management, LLC | 22,450 | $1.32M | 0.58% | 00.0% | Unchanged |
| Capital City Trust Co | 22,408 | $1.31M | 0.41% | −255−1.1% | Reduced |
| Copeland Capital Management, LLC | 22,390 | $1.31M | 0.04% | −114−0.5% | Reduced |
| Altavista Wealth Management, Inc. | 22,321 | $1.31M | 0.29% | +11,600+108.2% | Added |
| Woodmont Investment Counsel LLC | 22,258 | $1.30M | 0.19% | −51−0.2% | Reduced |
| Searle & Co. | 22,100 | $1.30M | 0.53% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 22,023 | $1.29M | 0.13% | +11,513+109.5% | Added |
| Boenning & Scattergood, Inc. | 21,918 | $1.28M | 0.23% | −79−0.4% | Reduced |
| Greenwood Capital Associates LLC | 21,750 | $1.27M | 0.20% | +3,842+21.5% | Added |
| Unified Trust Company, N.A. | 21,717 | $1.27M | 0.38% | 00.0% | Unchanged |
| We Are One Seven, LLC | 20,035 | $1.27M | 0.16% | +1,642+8.9% | Added |
| Compton Capital Management Inc | 21,663 | $1.27M | 0.37% | +3,050+16.4% | Added |
| Simmons Bank | 21,445 | $1.26M | 0.09% | −100−0.5% | Reduced |
| Cetera Advisors LLC | 21,422 | $1.26M | 0.02% | +3,493+19.5% | Added |
| Pitcairn Co | 21,390 | $1.25M | 0.09% | −491−2.2% | Reduced |
| Ballast, Inc. | 21,369 | $1.25M | 0.53% | +1,174+5.8% | Added |
| Arvest Bank Trust Division | 21,372 | $1.25M | 0.07% | +4,217+24.6% | Added |
| Avantax Advisory Services, Inc. | 21,102 | $1.24M | 0.02% | −5,406−20.4% | Reduced |
| First Hawaiian Bank | 21,121 | $1.24M | 0.05% | −1,115−5.0% | Reduced |
| OmniStar Financial Group, Inc. | 21,020 | $1.23M | 1.46% | +21,020 | New |
| Mutual Advisors, LLC | 20,964 | $1.23M | 0.07% | +2,889+16.0% | Added |