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 |
|---|---|---|---|---|---|
| Blair William & Co | 52,456 | $3.07M | 0.01% | +18,175+53.0% | Added |
| Trust Co of Vermont | 52,553 | $3.08M | 0.19% | −1,912−3.5% | Reduced |
| Welch & Forbes LLC | 52,654 | $3.08M | 0.05% | −873−1.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 53,456 | $3.13M | 0.10% | −499−0.9% | Reduced |
| Fiduciary Trust Co | 53,566 | $3.14M | 0.05% | −959−1.8% | Reduced |
| Brown Brothers Harriman & Co | 53,730 | $3.15M | 0.02% | +5,389+11.1% | Added |
| First American Bank | 54,112 | $3.17M | 0.17% | +1,365+2.6% | Added |
| Equitable Trust Co | 54,467 | $3.19M | 0.20% | −32,935−37.7% | Reduced |
| JT Stratford LLC | 54,560 | $3.19M | 0.87% | +2,397+4.6% | Added |
| Hedeker Wealth, LLC | 55,406 | $3.24M | 0.94% | −635−1.1% | Reduced |
| North Star Investment Management Corp. | 55,833 | $3.27M | 0.23% | +1,379+2.5% | Added |
| Old North State Trust, LLC | 55,902 | $3.27M | 2.35% | −1,274−2.2% | Reduced |
| Stanley-Laman Group, Ltd. | 57,119 | $3.34M | 0.39% | +6,420+12.7% | Added |
| Trustmark National Bank Trust Department | 57,227 | $3.35M | 0.26% | −8,860−13.4% | Reduced |
| Laurel Wealth Advisors LLC | 57,523 | $3.37M | 0.70% | −100−0.2% | Reduced |
| Triangle Securities Wealth Management | 57,528 | $3.37M | 1.05% | −33−0.1% | Reduced |
| Capital Investment Counsel, Inc | 58,094 | $3.40M | 0.64% | −906−1.5% | Reduced |
| Ahl Investment Management, Inc. | 58,189 | $3.41M | 3.11% | +58,189 | New |
| Valley National Advisers Inc | 59,433 | $3.48M | 0.64% | +3,383+6.0% | Added |
| Sustainable Insight Capital Management, LLC | 59,928 | $3.51M | 1.88% | −1,225−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 60,054 | $3.52M | 0.07% | −572−0.9% | Reduced |
| Peloton Wealth Strategists | 60,450 | $3.54M | 1.42% | −2,900−4.6% | Reduced |
| Souders Financial Advisors | 60,753 | $3.56M | 1.02% | +360+0.6% | Added |
| Aptus Capital Advisors, LLC | 60,952 | $3.57M | 0.12% | +7,180+13.4% | Added |
| Bray Capital Advisors | 60,990 | $3.57M | 0.87% | −594−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 61,196 | $3.58M | 0.20% | +690+1.1% | Added |
| Hamel Associates, Inc. | 61,275 | $3.59M | 1.29% | +2,700+4.6% | Added |
| Fisher Asset Management, LLC | 61,371 | $3.59M | 0.00% | +53,561+685.8% | Added |
| Old Point Trust & Financial Services N A | 62,139 | $3.64M | 1.46% | −200−0.3% | Reduced |
| Marotta Asset Management | 62,613 | $3.67M | 0.83% | +7,300+13.2% | Added |
| Cornerstone Wealth Group, LLC | 63,054 | $3.69M | 0.63% | +1,361+2.2% | Added |
| Colony Group LLC | 63,052 | $3.69M | 0.06% | +44,110+232.9% | Added |
| E. Ohman J:or Asset Management AB | 63,100 | $3.69M | 0.11% | +3,600+6.1% | Added |
| Goelzer Investment Management, Inc. | 63,182 | $3.70M | 0.30% | −944−1.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 63,425 | $3.71M | 2.18% | +212+0.3% | Added |
| Marco Investment Management LLC | 63,479 | $3.72M | 0.37% | −200−0.3% | Reduced |
| Coastline Trust Co | 63,914 | $3.74M | 0.43% | +50+0.1% | Added |
| Beacon Investment Advisory Services, Inc. | 63,926 | $3.74M | 0.15% | +353+0.6% | Added |
| Citizens Business Bank | 64,289 | $3.76M | 0.46% | −1,598−2.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 64,748 | $3.79M | 0.54% | +80.0% | Added |
| Anchor Investment Management, LLC | 65,703 | $3.85M | 0.48% | +816+1.3% | Added |
| Signature Wealth Management Group | 65,835 | $3.85M | 1.94% | −2,803−4.1% | Reduced |
| Alps Advisors Inc | 65,852 | $3.86M | 0.04% | +65,852 | New |
| River Wealth Advisors LLC | 66,066 | $3.87M | 0.60% | −44−0.1% | Reduced |
| Cetera Advisor Networks LLC | 66,305 | $3.88M | 0.05% | −40,364−37.8% | Reduced |
| Hallmark Capital Management Inc | 66,354 | $3.88M | 0.31% | −601−0.9% | Reduced |
| Huber Capital Management LLC | 66,490 | $3.89M | 1.02% | +4,127+6.6% | Added |
| Culbertson A N & Co Inc | 66,723 | $3.91M | 0.74% | −1,888−2.8% | Reduced |
| Gator Capital Management, LLC | 67,099 | $3.93M | 2.84% | +67,099 | New |
| Capstone Investment Advisors, LLC | 67,485 | $3.95M | 0.06% | +67,291+34,686.1% | Added |
| Pendal Group Limited | 67,587 | $3.96M | 0.03% | −7,105−9.5% | Reduced |
| United Bank | 67,742 | $3.97M | 0.49% | +21,125+45.3% | Added |
| Welch Group, LLC | 67,870 | $3.97M | 0.23% | +3,162+4.9% | Added |
| Verdence Capital Advisors LLC | 68,178 | $3.99M | 0.47% | +483+0.7% | Added |
| Soapstone Management L.P. | 68,750 | $4.03M | 1.85% | −181,250−72.5% | Reduced |
| Pacer Advisors, Inc. | 69,361 | $4.06M | 0.04% | −5,350−7.2% | Reduced |
| Ethic Inc. | 69,643 | $4.08M | 0.31% | +10,216+17.2% | Added |
| Salem Capital Management Inc | 69,675 | $4.08M | 2.12% | −550−0.8% | Reduced |
| Private Advisor Group, LLC | 70,419 | $4.12M | 0.03% | −17,111−19.5% | Reduced |
| United Bank | 71,519 | $4.19M | 2.25% | +536+0.8% | Added |
| Shell Asset Management Co | 71,865 | $4.21M | 0.09% | +14,555+25.4% | Added |
| Thompson Siegel & Walmsley LLC | 71,879 | $4.21M | 0.06% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 73,415 | $4.30M | 0.89% | +736+1.0% | Added |
| Parsec Financial Management, Inc. | 73,810 | $4.32M | 0.18% | −3,523−4.6% | Reduced |
| Arbor Investment Advisors, LLC | 73,826 | $4.32M | 0.81% | −447−0.6% | Reduced |
| People's United Financial, Inc. | 74,372 | $4.36M | 0.10% | +3,147+4.4% | Added |
| GWM Advisors LLC | 74,409 | $4.36M | 0.07% | +16,715+29.0% | Added |
| Advisory Services Network, LLC | 76,428 | $4.47M | 0.13% | −4,265−5.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 78,298 | $4.58M | 1.12% | +39,229+100.4% | Added |
| Daiwa Securities Group Inc. | 78,450 | $4.59M | 0.03% | +1,805+2.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 78,854 | $4.62M | 0.18% | −496−0.6% | Reduced |
| Allianz Asset Management GmbH | 78,870 | $4.62M | 0.00% | −191,020−70.8% | Reduced |
| Forum Financial Management, LP | 79,308 | $4.64M | 0.24% | +79,308 | New |
| AlphaCrest Capital Management LLC | 79,518 | $4.66M | 0.17% | +67,032+536.9% | Added |
| Crossmark Global Holdings, Inc. | 80,139 | $4.69M | 0.10% | −6,207−7.2% | Reduced |
| Cubist Systematic Strategies, LLC | 80,407 | $4.71M | 0.04% | +75,463+1,526.4% | Added |
| First National Trust Co | 80,624 | $4.72M | 0.25% | +1,349+1.7% | Added |
| Kentucky Retirement Systems | 81,263 | $4.76M | 0.19% | +3,485+4.5% | Added |
| New Mexico Educational Retirement Board | 81,488 | $4.77M | 0.16% | −6,500−7.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 81,675 | $4.78M | 0.46% | −2,132−2.5% | Reduced |
| Reliant Investment Management, LLC | 81,919 | $4.80M | 1.97% | +4,945+6.4% | Added |
| Concord Wealth Partners | 81,933 | $4.80M | 1.17% | +75,880+1,253.6% | Added |
| Ziegler Capital Management, LLC | 81,796 | $4.85M | 0.17% | −6,075−6.9% | Reduced |
| Parcion Private Wealth LLC | 72,206 | $4.87M | 0.44% | +1,627+2.3% | Added |
| Pettyjohn, Wood & White, Inc | 83,172 | $4.87M | 1.00% | +525+0.6% | Added |
| Mercer Global Advisors Inc | 83,526 | $4.89M | 0.03% | +11,277+15.6% | Added |
| Louisiana State Employees Retirement System | 83,700 | $4.90M | 0.11% | +600+0.7% | Added |
| Leavell Investment Management, Inc. | 84,189 | $4.93M | 0.33% | +6,459+8.3% | Added |
| Richard Bernstein Advisors LLC | 84,504 | $4.95M | 0.10% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 84,871 | $4.97M | 1.70% | −1,041−1.2% | Reduced |
| Xponance, Inc. | 84,865 | $4.97M | 0.08% | +17,546+26.1% | Added |
| Cramer Rosenthal McGlynn LLC | 85,144 | $4.99M | 0.16% | +1,419+1.7% | Added |
| Hantz Financial Services, Inc. | 85,351 | $5.00M | 0.14% | +4,658+5.8% | Added |
| YHB Investment Advisors, Inc. | 86,117 | $5.04M | 0.40% | +822+1.0% | Added |
| Cerity Partners LLC | 86,200 | $5.05M | 0.08% | +3,070+3.7% | Added |
| Kingsview Wealth Management, LLC | 86,406 | $5.06M | 0.21% | −18,987−18.0% | Reduced |
| LaFleur & Godfrey LLC | 86,408 | $5.06M | 0.65% | +4,950+6.1% | Added |
| Candriam Luxembourg S.C.A. | 86,543 | $5.07M | 0.03% | −4,672−5.1% | Reduced |
| Level Four Advisory Services, LLC | 86,744 | $5.08M | 0.39% | +9,201+11.9% | Added |
| Griffin Asset Management, Inc. | 86,923 | $5.09M | 0.63% | +6,695+8.3% | Added |