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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.

Other share classesTFC.PITFC.POTFC.PR

Q4 2021 vs. Q3 2021

How the institutions holding Truist Financial Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of TFC: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,387271,488+128
Shares975.0M1.83M970.4M−2.80M (−0.3%)
Value$57.2B$107.3M$56.9B−$178.5M (−0.3%)

27 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (201)

Institutions that held Truist Financial Corp at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 201 by value.

Institutions new to TFC in Q4 2021
InstitutionSharesValue% of portfolio
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH386,448$22.7M1.61%
Allspring Global Investments Holdings, LLC379,623$22.2M0.02%
Gulf International Bank (UK) Ltd214,731$12.6M0.18%
Yousif Capital Management, LLC213,550$12.5M0.13%
Sonora Investment Management Group, LLC184,061$10.8M1.25%
Qube Research & Technologies Ltd167,294$9.79M0.08%
Kiwi Wealth Investments Limited Partnership145,283$8.51M0.40%
Stonegate Investment Group, LLC141,707$8.30M0.35%
Citadel Advisors LLC111,912$6.55M0.01%
B. Metzler seel. Sohn & Co. AG95,265$5.57M0.07%
ExodusPoint Capital Management, LP88,529$5.18M0.06%
Forum Financial Management, LP79,308$4.64M0.24%
Gator Capital Management, LLC67,099$3.93M2.84%
Alps Advisors Inc65,852$3.86M0.04%
Ahl Investment Management, Inc.58,189$3.41M3.11%
Rather & Kittrell, Inc.51,568$3.02M2.66%
Iowa State Bank49,392$2.89M0.68%
Tredje AP-fonden44,573$2.61M0.05%
Lewis Capital Management, LLC44,471$2.60M2.73%
Hendershot Investments Inc.44,102$2.58M0.39%
United Capital Management of KS, Inc.44,005$2.58M0.96%
Axxcess Wealth Management, LLC43,110$2.52M0.19%
Shorepoint Capital Partners LLC41,661$2.44M0.99%
Oak Harbor Wealth Partners, LLC33,919$1.99M0.68%
Prudential PLC32,971$1.93M0.03%
Magnetar Financial LLC32,504$1.90M0.02%
Weaver C. Barksdale & Associates, Inc.27,913$1.63M1.48%
HB Wealth Management, LLC26,019$1.52M0.03%
Dixon Hughes Goodman Wealth Advisors LLC25,937$1.52M0.49%
American Trust24,716$1.45M0.11%
Arvest Trust Co N A22,639$1.33M0.07%
Laurel Wealth Advisors, Inc.22,053$1.29M0.10%
LSV Asset Management21,700$1.27M0.00%
Widmann Financial Services, Inc.21,700$1.27M1.05%
Trexquant Investment LP20,918$1.23M0.08%
Greenspring Advisors, LLC20,358$1.19M0.31%
MAS Advisors LLC20,266$1.19M0.87%
Quadrature Capital Ltd19,220$1.13M0.06%
Meadow Creek Wealth Advisors LLC17,601$1.03M0.97%
Industrial Alliance Investment Management Inc.17,216$1.01M0.02%
Linker Capital Management Inc.15,529$909.0K0.87%
Schechter Investment Advisors, LLC15,325$897.0K0.08%
Comprehensive Financial Consultants Institutional, Inc.14,013$882.0K0.57%
Raleigh Capital Management Inc.15,020$879.0K0.90%
Clear Street Markets LLC14,840$869.0K0.08%
Buckingham Strategic Partners14,422$844.0K0.18%
Lindenwold Advisors13,915$815.0K0.48%
Hancock Whitney Investment Services Inc.13,764$813.0K0.14%
Fractal Investments LLC13,403$785.0K0.27%
Pearl River Capital, LLC13,366$783.0K0.21%
Allen Investment Management LLC12,950$758.0K0.01%
First Farmers & Merchants Bank / Trust12,884$754.0K0.75%
Pathway Financial Advisors LLC11,864$745.0K0.27%
EverSource Wealth Advisors, LLC12,472$731.0K0.20%
Resource Consulting Group Inc12,089$708.0K0.25%
Forbes Financial Planning, Inc.11,800$691.0K0.68%
Metis Global Partners, LLC11,635$681.0K0.19%
Lake Street Advisors Group, LLC11,494$673.0K0.04%
Colonial River Wealth Management, LLC10,974$643.0K0.35%
HighTower Trust Services, LTA10,943$641.0K0.06%
Triad Financial Advisors, Inc.10,950$641.0K0.38%
MBB Public Markets I LLC10,631$622.0K0.01%
CWM, LLC10,138$594.0K0.00%
Essex Financial Services, Inc.9,413$551.0K0.05%
Cassia Capital Partners, LLC9,218$540.0K0.36%
Hayek Kallen Investment Management9,047$530.0K0.19%
National Bank of Canada8,800$515.0K0.00%
Maven Securities LTD8,566$502.0K0.06%
Reuter James Wealth Management, LLC8,538$500.0K0.19%
H. L. Ormond & Company, LLC7,570$499.0K0.58%
Oak Thistle LLC8,205$481.0K0.37%
High Net Worth Advisory Group LLC7,989$468.0K0.16%
Western Wealth Management, LLC7,859$458.0K0.05%
Millennium Capital Advisors, LLC7,800$456.7K0.36%
Braun-Bostich & Associates Inc.6,760$442.0K0.11%
Tradewinds, LLC.11,800$435.7K0.51%
Stevens Capital Management LP7,291$427.0K0.10%
Congress Wealth Management LLC7,247$424.0K0.01%
Mill Capital Management, LLC7,064$414.0K0.04%
McKinley Carter Wealth Services, Inc.7,030$412.0K0.03%
Echo Street Capital Management LLC7,000$410.0K0.00%
Index Fund Advisors, Inc.6,912$405.0K0.03%
Titleist Asset Management, Ltd.6,852$401.0K0.08%
Hamilton Point Investment Advisors, LLC6,773$397.0K0.09%
TCWP LLC6,766$396.0K0.08%
Abundance Wealth Counselors6,622$388.0K0.10%
Segment Wealth Management, LLC6,572$385.0K0.04%
1620 Investment Advisors, Inc.6,520$382.0K0.43%
Carson Advisory Inc.6,479$379.0K0.38%
Country Club Trust Company, n.a.6,400$374.0K0.03%
GraniteShares Advisors LLC6,238$365.0K0.17%
CoreCap Advisors, LLC6,200$363.0K0.02%
Cassady Schiller Wealth Management, LLC6,196$363.0K0.22%
ASB Consultores, LLC6,181$362.0K0.18%
Integrated Advisors Network LLC6,038$354.0K0.02%
Eagle Harbor Asset Management Inc5,899$345.4K0.46%
Ameritas Advisory Services, LLC5,827$341.0K0.01%
Lebenthal Global Advisors, LLC5,775$338.0K0.14%
Southern Capital Advisors, LLC5,282$309.0K0.19%
SC&H Financial Advisors, Inc.5,183$303.0K0.17%

Sold out (73)

Institutions that held Truist Financial Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of TFC in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Par Capital Management Inc675,000$39.6M
Carlson Capital L P419,963$24.6M
AMP Capital Investors Ltd401,536$23.6M
Ibex Wealth Advisors98,284$5.76M
Seven Eight Capital, LP70,333$4.13M
Benson Investment Management Company, Inc.62,765$3.68M
Alberta Investment Management Corp62,200$3.65M
WBI Investments58,319$3.30M
Duality Advisers, LP49,801$2.92M
AXS Investments LLC42,371$2.48M
MCF Advisors LLC32,453$1.90M
FORA Capital, LLC31,732$1.86M
Loomis Sayles & Co L P29,342$1.72M
Global Retirement Partners, LLC24,642$1.45M
Achmea Investment Management B.V.20,472$1.20M
Sciencast Management LP18,237$1.07M
Lombard Odier Asset Management (Switzerland) SA13,605$757.0K
Sentry Investment Management LLC12,260$719.0K
Erste Asset Management GmbH12,059$716.5K
Maverick Capital LtdSuperinvestorMaverick Capital10,519$617.0K
Liontrust Investment Partners LLP10,249$601.1K
Jump Financial, LLC8,302$487.0K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,500$439.9K
Global Strategic Investment Solutions, LLC7,455$437.0K
Versor Investments LP7,300$428.0K
Charter Trust Co7,269$426.0K
Kore Private Wealth LLC7,194$422.0K
Cliftonlarsonallen Wealth Advisors, LLC7,109$417.0K
Capula Management Ltd7,092$416.0K
Teza Capital Management LLC5,392$316.0K
Probity Advisors, Inc.5,180$304.0K
YorkBridge Wealth Partners, LLC5,093$299.0K
Strategic Wealth Designers4,483$263.0K
Capital Investment Services of America, Inc.4,277$251.0K
Atwater Malick LLC4,274$251.0K
Kendall Capital Management3,774$221.0K
Adviser Investments LLC3,579$210.0K
Washington Trust Bank3,531$207.0K
Landmark Financial Advisors, LLC3,537$206.0K
Wealthsource Partners, LLC3,516$206.0K
WMS Partners, LLC3,456$203.0K
Cooper/Haims Advisors, LLC3,447$202.0K
Keudell/Morrison Wealth Management3,451$202.0K
Consolidated Planning Corp3,121$183.0K
CX Institutional3,065$180.0K
Pacitti Group Inc.1,944$114.0K
Walleye Trading LLC1,591$93.0K
Liberty Wealth Management LLC1,464$89.0K
Meridian Wealth Partners, LLC1,415$83.0K
Herold Advisors, Inc.1,343$78.0K
Clearview Wealth Advisors LLC900$53.0K
Sterling Financial Planning, Inc.756$44.0K
Evolution Wealth Advisors, LLC721$42.0K
Brewin Dolphin Ltd647$37.9K
Kowal Investment Group, LLC628$37.0K
Robinson Value Management, Ltd.587$34.0K
Tower View Investment Management & Research LLC500$29.0K
Resolute Partners Group375$22.0K
US Asset Management LLC320$19.0K
Archer Investment Corp312$18.3K
Leelyn Smith, LLC250$15.0K
Prentice Wealth Management LLC259$15.0K
Ironwood Financial, llc210$12.0K
Ten Capital Wealth Advisors, LLC200$12.0K
Gerber Kawasaki Wealth & Investment Management180$10.0K
Bedel Financial Consulting, Inc.162$10.0K
Tompkins Financial Corp139$8.00K
HighMark Wealth Management LLC77$5.00K
Marquette Asset Management, LLC61$4.00K
Cypress Point Wealth Management, LLC75$4.00K
C M Bidwell & Associates Ltd59$3.00K
Joseph P. Lucia & Associates, LLC41$2.00K
Red Tortoise LLC30$1.00K

Not filed for Q4 2021 yet (27)

Institutions that held Truist Financial Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.