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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 13,634 | $800.0K | 0.03% | +998+7.9% | Added |
| Hancock Whitney Corp | 13,554 | $796.0K | 0.03% | −2,228−14.1% | Reduced |
| Equitable Holdings, Inc. | 13,521 | $793.0K | 0.01% | −60−0.4% | Reduced |
| Cypress Capital Group | 13,445 | $789.0K | 0.11% | −1,130−7.8% | Reduced |
| Dowling & Yahnke LLC | 13,436 | $788.0K | 0.04% | −787−5.5% | Reduced |
| Summit Financial Group Inc | 13,414 | $787.0K | 0.28% | +8,865+194.9% | Added |
| Brown Advisory Securities, LLC | 13,158 | $775.0K | 0.23% | +88+0.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $770.0K | 0.25% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 13,089 | $768.0K | 0.05% | +2,525+23.9% | Added |
| Proequities, Inc. | 13,082 | $767.0K | 0.05% | +1,659+14.5% | Added |
| Court Place Advisors, LLC | 13,020 | $764.0K | 0.23% | 00.0% | Unchanged |
| Trust Asset Management LLC | 13,026 | $764.0K | 0.11% | +872+7.2% | Added |
| Eastover Investment Advisors LLC | 13,016 | $763.0K | 0.50% | −150−1.1% | Reduced |
| Westhampton Capital, LLC | 12,989 | $762.0K | 0.52% | −1,000−7.1% | Reduced |
| Chilton Investment Co LLC | 12,950 | $760.0K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 13,605 | $757.0K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 12,905 | $756.9K | 0.40% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 12,780 | $750.0K | 0.46% | +786+6.6% | Added |
| Penserra Capital Management LLC | 12,746 | $746.0K | 0.02% | +372+3.0% | Added |
| IHT Wealth Management, LLC | 12,701 | $745.0K | 0.06% | −4,229−25.0% | Reduced |
| WBH Advisory Inc | 12,708 | $745.0K | 0.10% | +4,291+51.0% | Added |
| Valeo Financial Advisors, LLC | 12,641 | $741.0K | 0.04% | +2,448+24.0% | Added |
| Balentine LLC | 12,629 | $741.0K | 0.03% | +4,188+49.6% | Added |
| Hilltop Holdings Inc. | 12,569 | $737.0K | 0.08% | +1,785+16.6% | Added |
| AlphaCrest Capital Management LLC | 12,486 | $732.0K | 0.04% | −68,945−84.7% | Reduced |
| Van Leeuwen & Company, LLC | 12,487 | $732.0K | 0.45% | +12,487 | New |
| Tokio Marine Asset Management Co Ltd | 12,460 | $731.0K | 0.07% | +1,759+16.4% | Added |
| Vontobel Holding Ltd. | 12,410 | $727.0K | 0.01% | −5,585−31.0% | Reduced |
| Radnor Capital Management, LLC | 12,368 | $725.0K | 0.43% | +1,974+19.0% | Added |
| MAI Capital Management | 12,327 | $723.0K | 0.01% | +1,091+9.7% | Added |
| Edge Capital Group, LLC | 12,282 | $720.0K | 0.06% | +1,970+19.1% | Added |
| Gratus Capital LLC | 12,254 | $719.0K | 0.08% | −933−7.1% | Reduced |
| Sentry Investment Management LLC | 12,260 | $719.0K | 0.21% | −478−3.8% | Reduced |
| Successful Portfolios LLC | 12,235 | $718.0K | 0.43% | +5,164+73.0% | Added |
| Erste Asset Management GmbH | 12,059 | $716.5K | 0.01% | +669+5.9% | Added |
| Canandaigua National Corp | 12,149 | $713.0K | 0.12% | −230−1.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 12,131 | $711.0K | 0.46% | −194−1.6% | Reduced |
| HBK Sorce Advisory LLC | 12,117 | $711.0K | 0.04% | +4,806+65.7% | Added |
| Lumature Wealth Partners, LLC | 12,024 | $705.0K | 0.29% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,966 | $702.0K | 0.02% | +1,115+10.3% | Added |
| Asset Dedication, LLC | 11,946 | $701.0K | 0.09% | +321+2.8% | Added |
| Savant Capital, LLC | 11,958 | $701.0K | 0.03% | +396+3.4% | Added |
| Smith Chas P & Associates Pa Cpas | 11,844 | $695.0K | 0.05% | +50.0% | Added |
| Sargent Bickham Lagudis LLC | 11,843 | $695.0K | 0.06% | +2,442+26.0% | Added |
| XTX Topco Ltd | 11,849 | $695.0K | 0.23% | +11,849 | New |
| CAPROCK Group, Inc. | 11,830 | $694.0K | 0.06% | +2,660+29.0% | Added |
| TD Ameritrade Investment Management, LLC | 18,075 | $688.0K | 0.01% | +1,553+9.4% | Added |
| Aspiriant, LLC | 11,729 | $688.0K | 0.04% | +362+3.2% | Added |
| BT Wealth Management LLC | 11,678 | $685.0K | 0.21% | +4,000+52.1% | Added |
| Sculati Wealth Management, LLC | 11,659 | $684.0K | 0.36% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 11,629 | $683.0K | 0.01% | +3,200+38.0% | Added |
| Formidable Asset Management, LLC | 11,633 | $682.0K | 0.13% | −407−3.4% | Reduced |
| Outlook Wealth Advisors, LLC | 11,609 | $681.0K | 0.22% | +146+1.3% | Added |
| EP Wealth Advisors, LLC | 11,578 | $679.0K | 0.02% | −1,074−8.5% | Reduced |
| Agf Investments Inc. | 11,578 | $679.0K | 0.01% | +504+4.6% | Added |
| Heron Financial Group, LLC | 11,568 | $678.0K | 0.38% | 00.0% | Unchanged |
| Busey Wealth Management | 11,498 | $674.0K | 0.03% | +16+0.1% | Added |
| Optimal Asset Management, Inc. | 11,455 | $672.0K | 0.08% | +16+0.1% | Added |
| ETF Managers Group, LLC | 11,283 | $670.0K | 0.01% | +1,032+10.1% | Added |
| Boston Private Wealth LLC | 11,266 | $660.0K | 0.01% | +2,453+27.8% | Added |
| Carnegie Capital Asset Management, LLC | 11,231 | $659.0K | 0.02% | −565−4.8% | Reduced |
| Coastal Investment Advisors, Inc. | 11,206 | $657.0K | 0.15% | +342+3.1% | Added |
| Eads & Heald Wealth Management | 11,201 | $657.0K | 0.32% | +685+6.5% | Added |
| Shayne & Co., LLC | 11,184 | $656.0K | 0.38% | 00.0% | Unchanged |
| Philadelphia Trust Co | 11,127 | $653.0K | 0.05% | −2,350−17.4% | Reduced |
| Summit Asset Management, LLC | 11,137 | $653.0K | 0.20% | −964−8.0% | Reduced |
| Marietta Wealth Management, LLC | 11,094 | $651.0K | 0.14% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 11,077 | $650.0K | 0.36% | +4,483+68.0% | Added |
| Opus Capital Group, LLC | 11,049 | $648.0K | 0.15% | −3,607−24.6% | Reduced |
| HighPoint Advisor Group LLC | 11,002 | $645.0K | 0.06% | +2,132+24.0% | Added |
| Biltmore Family Office, LLC | 10,974 | $644.0K | 0.16% | −300−2.7% | Reduced |
| Ballentine Partners, LLC | 10,979 | $644.0K | 0.02% | −87−0.8% | Reduced |
| Main Street Financial Solutions, LLC | 10,940 | $642.0K | 0.10% | +2,055+23.1% | Added |
| First Commonwealth Financial Corp | 10,886 | $638.0K | 0.23% | +564+5.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 10,832 | $635.0K | 0.30% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10,794 | $633.0K | 0.12% | −250−2.3% | Reduced |
| CSM Advisors, LLC | 10,791 | $633.0K | 0.05% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 10,791 | $633.0K | 0.11% | 00.0% | Unchanged |
| Denali Advisors LLC | 10,700 | $628.0K | 0.26% | +10,700 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,642 | $624.0K | 0.01% | +46+0.4% | Added |
| Advisory Alpha, LLC | 10,596 | $621.0K | 0.04% | +10,596 | New |
| Conning Inc. | 10,563 | $620.0K | 0.02% | −2,728−20.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,519 | $617.0K | 0.01% | +775+8.0% | Added |
| Virtue Capital Management, LLC | 10,494 | $615.0K | 0.11% | −27−0.3% | Reduced |
| WealthTrust Axiom LLC | 10,491 | $615.0K | 0.21% | +70+0.7% | Added |
| Checchi Capital Advisers, LLC | 10,459 | $613.0K | 0.08% | +40.0% | Added |
| FSB Premier Wealth Management, Inc. | 10,420 | $611.0K | 0.31% | −895−7.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,412 | $611.0K | 0.23% | +510+5.2% | Added |
| Avidian Wealth Solutions, LLC | 10,384 | $609.0K | 0.05% | +1,041+11.1% | Added |
| Altus Wealth Group LLC | 10,379 | $609.0K | 0.61% | +1,178+12.8% | Added |
| Covenant Asset Management, LLC | 10,362 | $608.0K | 0.18% | −108−1.0% | Reduced |
| Crawford Investment Counsel Inc | 10,361 | $608.0K | 0.01% | +284+2.8% | Added |
| NorthRock Partners, LLC | 10,368 | $608.0K | 0.05% | +1,473+16.6% | Added |
| Jackson Square Capital, LLC | 10,351 | $607.0K | 0.20% | +581+5.9% | Added |
| Liontrust Investment Partners LLP | 10,249 | $601.1K | 0.01% | +10,249 | New |
| Sigma Planning Corp | 10,243 | $601.0K | 0.02% | +3,486+51.6% | Added |
| Aigen Investment Management, LP | 10,238 | $600.0K | 0.12% | +10,238 | New |
| First Bank & Trust | 10,170 | $596.0K | 0.27% | +2,361+30.2% | Added |
| V Wealth Advisors LLC | 10,136 | $595.0K | 0.09% | −273−2.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,071 | $591.0K | 0.08% | +10,071 | New |