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 |
|---|---|---|---|---|---|
| Sabadell Asset Management, S.A S.G.I.I.C | 20,743 | $1.22M | 0.21% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 20,717 | $1.22M | 0.64% | −122−0.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,695 | $1.21M | 0.61% | +2,540+14.0% | Added |
| Toroso Investments, LLC | 20,536 | $1.20M | 0.05% | +3,085+17.7% | Added |
| Achmea Investment Management B.V. | 20,472 | $1.20M | 0.04% | +2,330+12.8% | Added |
| Boston Trust Walden Corp | 20,443 | $1.20M | 0.01% | +95+0.5% | Added |
| BCS Wealth Management | 20,392 | $1.20M | 0.51% | −1,569−7.1% | Reduced |
| Seeyond | 20,393 | $1.20M | 0.12% | +10,014+96.5% | Added |
| Beacon Pointe Advisors, LLC | 20,318 | $1.19M | 0.03% | −4,502−18.1% | Reduced |
| Clearstead Advisors, LLC | 20,256 | $1.19M | 0.09% | +310+1.6% | Added |
| Park Avenue Securities LLC | 20,174 | $1.18M | 0.02% | +3,976+24.5% | Added |
| Taylor Hoffman Wealth Management | 19,626 | $1.18M | 0.51% | −428−2.1% | Reduced |
| Argent Advisors, Inc. | 20,006 | $1.17M | 0.67% | +2,708+15.7% | Added |
| Pensionfund DSM Netherlands | 20,000 | $1.17M | 0.15% | +20,000 | New |
| William Blair Investment Management, LLC | 19,840 | $1.16M | 0.00% | +5,209+35.6% | Added |
| Vestcor Inc | 19,821 | $1.16M | 0.04% | −2,782−12.3% | Reduced |
| Sheets Smith Wealth Management | 19,656 | $1.15M | 0.16% | +369+1.9% | Added |
| Aevitas Wealth Management, Inc. | 19,608 | $1.15M | 0.73% | +15,022+327.6% | Added |
| Bank Ozk | 19,533 | $1.15M | 0.52% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 19,531 | $1.15M | 0.28% | +399+2.1% | Added |
| Waldron Private Wealth LLC | 19,383 | $1.14M | 0.07% | +2,630+15.7% | Added |
| Brookstone Capital Management | 18,642 | $1.12M | 0.02% | +627+3.5% | Added |
| Adams Chetwood Wealth Management LLC | 19,024 | $1.12M | 0.81% | +3,305+21.0% | Added |
| Fiduciary Group LLC | 17,297 | $1.11M | 0.13% | −713−4.0% | Reduced |
| Dynamic Advisor Solutions LLC | 18,961 | $1.11M | 0.08% | +4,374+30.0% | Added |
| Colony Group LLC | 18,942 | $1.11M | 0.02% | −199−1.0% | Reduced |
| West Paces Advisors Inc. | 18,846 | $1.11M | 0.39% | −730−3.7% | Reduced |
| Sawtooth Solutions, LLC | 18,815 | $1.10M | 0.17% | +9,851+109.9% | Added |
| CSS LLC | 18,618 | $1.09M | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 18,595 | $1.09M | 0.04% | −390−2.1% | Reduced |
| Franklin Street Advisors Inc | 18,577 | $1.09M | 0.09% | +10,907+142.2% | Added |
| Harbour Investments, Inc. | 18,515 | $1.09M | 0.03% | +206+1.1% | Added |
| Mirova | 18,380 | $1.08M | 0.14% | +1,652+9.9% | Added |
| Marcum Wealth, LLC | 18,330 | $1.07M | 0.17% | +551+3.1% | Added |
| Sciencast Management LP | 18,237 | $1.07M | 0.30% | +18,237 | New |
| Investment Management of Virginia LLC | 18,149 | $1.06M | 0.20% | +321+1.8% | Added |
| SeaBridge Investment Advisors LLC | 18,046 | $1.06M | 0.35% | +221+1.2% | Added |
| Salomon & Ludwin, LLC | 18,032 | $1.06M | 0.16% | +517+3.0% | Added |
| Prospera Financial Services Inc | 17,823 | $1.04M | 0.05% | +4,452+33.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,792 | $1.04M | 0.07% | −4,800−21.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 17,748 | $1.04M | 0.03% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 17,727 | $1.04M | 0.48% | −1,027−5.5% | Reduced |
| Shepherd Financial Partners LLC | 17,691 | $1.04M | 0.20% | +773+4.6% | Added |
| Paradigm Asset Management Co LLC | 17,600 | $1.03M | 0.28% | −900−4.9% | Reduced |
| Jacobi Capital Management LLC | 17,579 | $1.03M | 0.13% | +919+5.5% | Added |
| Texas Yale Capital Corp. | 17,475 | $1.02M | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 17,381 | $1.02M | 0.04% | −836−4.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,357 | $1.02M | 0.16% | −663−3.7% | Reduced |
| BHK Investment Advisors, LLC | 17,258 | $1.01M | 0.42% | −48−0.3% | Reduced |
| Lido Advisors, LLC | 17,250 | $1.01M | 0.02% | +3,671+27.0% | Added |
| Live Oak Private Wealth LLC | 17,216 | $1.01M | 0.21% | +8,221+91.4% | Added |
| Empirical Finance, LLC | 17,023 | $998.0K | 0.15% | +957+6.0% | Added |
| Gabelli Funds LLC | 17,000 | $997.0K | 0.01% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 16,949 | $994.0K | 0.04% | +4,769+39.2% | Added |
| Modera Wealth Management, LLC | 16,910 | $992.0K | 0.05% | +1,264+8.1% | Added |
| Pettee Investors, Inc. | 16,799 | $985.0K | 0.46% | +3,600+27.3% | Added |
| Assenagon Asset Management S.A. | 16,729 | $981.0K | 0.00% | +12,845+330.7% | Added |
| Novare Capital Management LLC | 16,693 | $979.0K | 0.11% | +600+3.7% | Added |
| Centiva Capital, LP | 16,609 | $974.0K | 0.08% | −37,822−69.5% | Reduced |
| Israel Discount Bank of New York | 16,556 | $971.0K | 0.66% | +16,556 | New |
| Trustcore Financial Services, LLC | 16,322 | $957.0K | 0.09% | +308+1.9% | Added |
| Leisure Capital Management | 16,162 | $948.0K | 0.51% | +632+4.1% | Added |
| Brighton Jones LLC | 16,118 | $945.0K | 0.05% | −252−1.5% | Reduced |
| Canal Capital Management, LLC | 15,759 | $924.0K | 0.26% | +78+0.5% | Added |
| Nicolet Bankshares Inc | 15,679 | $920.0K | 0.24% | +5,416+52.8% | Added |
| Wedbush Securities Inc | 15,461 | $907.0K | 0.04% | +1,693+12.3% | Added |
| Marino, Stram & Associates LLC | 15,457 | $907.0K | 0.31% | +10,364+203.5% | Added |
| NVWM, LLC | 15,453 | $906.0K | 0.33% | +240+1.6% | Added |
| FLC Capital Advisors | 15,402 | $903.0K | 0.27% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,191 | $891.0K | 0.52% | −267−1.7% | Reduced |
| Resources Management Corp | 15,200 | $891.0K | 0.13% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15,161 | $889.0K | 0.04% | +1,189+8.5% | Added |
| Galibier Capital Management Ltd. | 15,147 | $888.0K | 0.12% | 00.0% | Unchanged |
| Oak Associates, Ltd | 15,127 | $887.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 14,952 | $876.9K | 0.23% | 00.0% | Unchanged |
| Private Trust Co NA | 14,924 | $875.0K | 0.13% | +490+3.4% | Added |
| IFP Advisors, Inc | 14,803 | $875.0K | 0.02% | +4,224+39.9% | Added |
| Voya Financial Advisors, Inc. | 14,588 | $867.0K | 0.11% | +1,091+8.1% | Added |
| Great Lakes Advisors, LLC | 14,735 | $864.0K | 0.01% | +6,856+87.0% | Added |
| Monte Financial Group, LLC | 14,716 | $863.0K | 0.50% | −225−1.5% | Reduced |
| Ramiah Investment Group | 14,684 | $861.2K | 0.62% | +333+2.3% | Added |
| Farmers Trust Co | 14,304 | $861.0K | 0.19% | −79,591−84.8% | Reduced |
| Caldwell Trust Co | 14,544 | $853.0K | 0.11% | −1,425−8.9% | Reduced |
| Fort Sheridan Advisors LLC | 14,549 | $853.0K | 0.28% | +160+1.1% | Added |
| Greenleaf Trust | 14,534 | $852.0K | 0.01% | +1,225+9.2% | Added |
| New England Asset Management Inc | 14,440 | $847.0K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 14,319 | $840.0K | 0.03% | +14,319 | New |
| Balyasny Asset Management LLC | 14,233 | $835.0K | 0.00% | −1,988,252−99.3% | Reduced |
| Community Trust & Investment Co | 14,236 | $835.0K | 0.07% | +61+0.4% | Added |
| Hudson Valley Investment Advisors Inc | 14,190 | $832.0K | 0.14% | −2,079−12.8% | Reduced |
| Mayfair Advisory Group, LLC | 13,859 | $832.0K | 1.28% | +8,200+144.9% | Added |
| Bartlett & Co. LLC | 13,943 | $818.0K | 0.02% | +1,901+15.8% | Added |
| Bartlett & Co. Wealth Management LLC | 13,943 | $817.8K | 0.02% | +1,901+15.8% | Added |
| S&CO Inc | 13,894 | $814.0K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 13,820 | $811.0K | 0.07% | −1,057−7.1% | Reduced |
| Rehmann Capital Advisory Group | 13,814 | $810.2K | 0.08% | −774−5.3% | Reduced |
| Northwest Bancshares, Inc. | 13,810 | $810.0K | 0.18% | +11+0.1% | Added |
| Loudon Investment Management, LLC | 13,731 | $805.0K | 0.57% | −374−2.7% | Reduced |
| Norway Savings Bank | 13,734 | $805.0K | 0.38% | +2,375+20.9% | Added |
| Wealth Alliance Advisory Group, LLC | 13,677 | $802.0K | 0.39% | +70+0.5% | Added |