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, Q4 2021
Institutional positions in Truist Financial Corp as of Dec 31, 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
- 1,488
- +128 vs. Q3 2021
- Shares held
- 970.4M
- −2.80M (−0.3%) vs. Q3 2021
- Total value
- $56.9B
- −$178.5M (−0.3%) vs. Q3 2021
- New holders
- 201
- 576 more added
- Sold out
- 73
- 518 more reduced
27 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 35,585 | $2.08M | 0.19% | +821+2.4% | Added |
| Balentine LLC | 35,825 | $2.10M | 0.07% | +23,196+183.7% | Added |
| J.W. Cole Advisors, Inc. | 36,095 | $2.11M | 0.14% | −450−1.2% | Reduced |
| X-Square Capital, LLC | 36,191 | $2.12M | 1.06% | −294−0.8% | Reduced |
| Siemens Fonds Invest GmbH | 36,225 | $2.12M | 0.14% | +6,351+21.3% | Added |
| Silvant Capital Management LLC | 36,224 | $2.12M | 0.36% | +354+1.0% | Added |
| Tiaa, FSB | 36,553 | $2.14M | 0.01% | +4,626+14.5% | Added |
| Spire Wealth Management | 36,639 | $2.15M | 0.05% | −1,563−4.1% | Reduced |
| Cadence Bank NA | 36,811 | $2.15M | 0.59% | −834−2.2% | Reduced |
| GHP Investment Advisors, Inc. | 36,831 | $2.16M | 0.15% | +1,241+3.5% | Added |
| Sompo Asset Management Co., Ltd. | 36,850 | $2.16M | 0.43% | +4,650+14.4% | Added |
| Venture Visionary Partners LLC | 36,207 | $2.17M | 0.14% | +1,895+5.5% | Added |
| Profund Advisors LLC | 37,348 | $2.19M | 0.07% | −1,083−2.8% | Reduced |
| Anchor Capital Advisors LLC | 37,514 | $2.20M | 0.04% | −2,745−6.8% | Reduced |
| JustInvest LLC | 37,505 | $2.20M | 0.13% | +8,425+29.0% | Added |
| Neville Rodie & Shaw Inc | 38,048 | $2.23M | 0.16% | 00.0% | Unchanged |
| HM Payson & Co | 38,088 | $2.23M | 0.05% | +10.0% | Added |
| Sterling Investment Advisors, Ltd. | 38,178 | $2.23M | 0.63% | +5,338+16.3% | Added |
| Jane Street Group, LLC | 38,584 | $2.26M | 0.00% | −9,665−20.0% | Reduced |
| Semmax Financial Advisors Inc. | 38,616 | $2.26M | 0.84% | −4,447−10.3% | Reduced |
| Geneos Wealth Management Inc. | 38,656 | $2.26M | 0.09% | −4,470−10.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 38,699 | $2.27M | 0.14% | +360+0.9% | Added |
| Farmers National Bank | 38,702 | $2.27M | 0.75% | −3,558−8.4% | Reduced |
| Bowen Hanes & Co Inc | 38,915 | $2.28M | 0.06% | 00.0% | Unchanged |
| Icon Advisers Inc | 39,100 | $2.29M | 0.37% | 00.0% | Unchanged |
| Watchman Group, Inc. | 39,133 | $2.29M | 1.20% | −488−1.2% | Reduced |
| Parsons Capital Management Inc | 39,260 | $2.30M | 0.16% | −316−0.8% | Reduced |
| Outfitter Financial LLC | 39,266 | $2.30M | 1.69% | +110+0.3% | Added |
| Independence Bank of Kentucky | 39,461 | $2.31M | 0.94% | +338+0.9% | Added |
| Paloma Partners Management Co | 39,752 | $2.33M | 0.07% | +37,816+1,953.3% | Added |
| Capital Investment Advisors, LLC | 39,769 | $2.33M | 0.07% | +1,532+4.0% | Added |
| Viking Fund Management LLC | 40,000 | $2.34M | 0.62% | −11,000−21.6% | Reduced |
| Kempner Capital Management Inc. | 40,125 | $2.35M | 1.38% | −137−0.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 40,178 | $2.35M | 0.22% | +332+0.8% | Added |
| Everence Capital Management Inc | 40,200 | $2.35M | 0.17% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 40,271 | $2.36M | 0.87% | −821−2.0% | Reduced |
| Rossmore Private Capital | 40,770 | $2.39M | 0.37% | +852+2.1% | Added |
| Glenmede Trust Co NA | 40,843 | $2.39M | 0.01% | −1,063−2.5% | Reduced |
| Monument Capital Management | 40,839 | $2.39M | 0.74% | +163+0.4% | Added |
| Salzhauer Michael | 45,837 | $2.41M | 0.91% | +6,200+15.6% | Added |
| First Hawaiian Bank | 41,320 | $2.42M | 0.07% | +20,199+95.6% | Added |
| Shorepoint Capital Partners LLC | 41,661 | $2.44M | 0.99% | +41,661 | New |
| Heritage Trust Co | 41,851 | $2.45M | 0.31% | +50+0.1% | Added |
| Banco de Sabadell, S.A | 41,900 | $2.45M | 1.37% | +5,919+16.5% | Added |
| Buckhead Capital Management LLC | 41,901 | $2.45M | 0.52% | −200−0.5% | Reduced |
| Tealwood Asset Management Inc | 42,234 | $2.47M | 0.99% | −2,886−6.4% | Reduced |
| Veritable, L.P. | 42,383 | $2.48M | 0.04% | −1,041−2.4% | Reduced |
| Signet Financial Management, LLC | 42,631 | $2.50M | 0.38% | −7,896−15.6% | Reduced |
| Twin Capital Management Inc | 42,747 | $2.50M | 0.25% | −2,560−5.7% | Reduced |
| Arcus Capital Partners, LLC | 43,082 | $2.52M | 0.85% | +711+1.7% | Added |
| New England Research & Management, Inc. | 43,098 | $2.52M | 1.22% | +16,003+59.1% | Added |
| CWA Asset Management Group, LLC | 43,118 | $2.52M | 0.19% | −350−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 43,110 | $2.52M | 0.19% | +43,110 | New |
| Massmutual Trust Co FSB | 43,143 | $2.53M | 0.09% | +5,162+13.6% | Added |
| Signaturefd, LLC | 43,320 | $2.54M | 0.08% | +8,642+24.9% | Added |
| Moloney Securities Asset Management, LLC | 43,588 | $2.55M | 0.43% | −498−1.1% | Reduced |
| Holderness Investments Co | 43,603 | $2.55M | 0.75% | +458+1.1% | Added |
| Azimuth Capital Management LLC | 43,664 | $2.56M | 0.10% | −12,438−22.2% | Reduced |
| United Capital Management of KS, Inc. | 44,005 | $2.58M | 0.96% | +44,005 | New |
| Hendershot Investments Inc. | 44,102 | $2.58M | 0.39% | +44,102 | New |
| Hennion & Walsh Asset Management, Inc. | 44,226 | $2.59M | 0.13% | +17,888+67.9% | Added |
| Norinchukin Bank, The | 44,294 | $2.59M | 0.03% | −718−1.6% | Reduced |
| Lewis Capital Management, LLC | 44,471 | $2.60M | 2.73% | +44,471 | New |
| Tredje AP-fonden | 44,573 | $2.61M | 0.05% | +44,573 | New |
| Hengehold Capital Management LLC | 44,608 | $2.61M | 0.32% | +467+1.1% | Added |
| Fulton Bank, N.A. | 44,689 | $2.62M | 0.11% | +173+0.4% | Added |
| Alaska Permanent Fund Corp | 42,000 | $2.64M | 0.05% | 00.0% | Unchanged |
| Advisor Partners LLC | 45,799 | $2.68M | 0.16% | +736+1.6% | Added |
| Strategic Advisors LLC | 45,876 | $2.69M | 0.38% | −797−1.7% | Reduced |
| Resonant Capital Advisors, LLC | 45,899 | $2.69M | 0.40% | +3,142+7.3% | Added |
| Headinvest, LLC | 45,973 | $2.69M | 0.48% | +3,040+7.1% | Added |
| Edgestream Partners, L.P. | 46,271 | $2.71M | 0.17% | +38,099+466.2% | Added |
| Proquility Private Wealth Partners, LLC | 42,086 | $2.72M | 0.96% | −1,352−3.1% | Reduced |
| MAI Capital Management | 46,455 | $2.72M | 0.04% | +34,128+276.9% | Added |
| D.A. Davidson & Co. | 46,649 | $2.73M | 0.03% | −2,553−5.2% | Reduced |
| AMG National Trust Bank | 47,073 | $2.76M | 0.08% | −2,257−4.6% | Reduced |
| Trust Co of Toledo NA | 47,083 | $2.76M | 0.41% | +1,175+2.6% | Added |
| Cordasco Financial Network | 47,122 | $2.76M | 1.72% | −2,824−5.7% | Reduced |
| Bogart Wealth, LLC | 47,527 | $2.78M | 0.25% | +6,060+14.6% | Added |
| Community Bank, N.A. | 47,555 | $2.78M | 0.32% | +1,320+2.9% | Added |
| Lee Danner & Bass Inc | 47,843 | $2.80M | 0.24% | −92−0.2% | Reduced |
| Cornercap Investment Counsel Inc | 48,213 | $2.82M | 0.41% | −1,363−2.7% | Reduced |
| Swarthmore Group Inc | 48,246 | $2.83M | 0.67% | −3,054−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 48,241 | $2.83M | 0.04% | +11,880+32.7% | Added |
| Cornerstone Advisory, LLC | 48,273 | $2.83M | 0.41% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 48,333 | $2.83M | 0.88% | 00.0% | Unchanged |
| Bremer Bank National Association | 48,388 | $2.83M | 0.47% | −14,768−23.4% | Reduced |
| IVC Wealth Advisors LLC | 48,511 | $2.84M | 1.83% | −1,250−2.5% | Reduced |
| Whitener Capital Management, Inc. | 48,529 | $2.84M | 1.02% | +10,243+26.8% | Added |
| ZWJ Investment Counsel Inc | 48,959 | $2.87M | 0.15% | −389−0.8% | Reduced |
| Patten Group, Inc. | 49,366 | $2.89M | 0.77% | −102−0.2% | Reduced |
| Iowa State Bank | 49,392 | $2.89M | 0.68% | +49,392 | New |
| Dixon Hubard Feinour & Brown Inc | 49,528 | $2.90M | 0.28% | +1,722+3.6% | Added |
| Atlantic Union Bankshares Corp | 50,079 | $2.93M | 0.25% | −1,863−3.6% | Reduced |
| McMillion Capital Management Inc | 50,675 | $2.97M | 1.60% | −482−0.9% | Reduced |
| Great Lakes Advisors, LLC | 50,940 | $2.98M | 0.05% | +36,205+245.7% | Added |
| South State Corp. | 51,271 | $3.00M | 0.23% | +121+0.2% | Added |
| Rather & Kittrell, Inc. | 51,568 | $3.02M | 2.66% | +51,568 | New |
| Zions Bancorporation, N.A. | 51,903 | $3.04M | 0.27% | +3,162+6.5% | Added |
| Silvercrest Asset Management Group LLC | 51,953 | $3.04M | 0.02% | +6,057+13.2% | Added |