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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 87,434 | $5.12M | 0.05% | −3,774−4.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 87,779 | $5.14M | 0.11% | +3,920+4.7% | Added |
| ExodusPoint Capital Management, LP | 88,529 | $5.18M | 0.06% | +88,529 | New |
| Capital Insight Partners, LLC | 88,707 | $5.19M | 1.06% | +1,111+1.3% | Added |
| Corient Capital Partners, LLC | 88,801 | $5.20M | 0.34% | −835−0.9% | Reduced |
| Bragg Financial Advisors, Inc | 91,242 | $5.35M | 0.34% | 00.0% | Unchanged |
| Old National Bancorp | 91,632 | $5.37M | 0.19% | −2,300−2.4% | Reduced |
| TownSquare Capital, LLC | 91,653 | $5.37M | 0.13% | +2,975+3.4% | Added |
| Cardinal Capital Management | 92,634 | $5.42M | 1.07% | −486−0.5% | Reduced |
| Am Investment Strategies LLC | 93,331 | $5.46M | 1.31% | +250.0% | Added |
| Northwest & Ethical Investments L.P. | 93,671 | $5.48M | 0.16% | −19,665−17.4% | Reduced |
| Flputnam Investment Management Co | 94,514 | $5.53M | 0.17% | −14,176−13.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 95,265 | $5.57M | 0.07% | +95,265 | New |
| Capital International Sarl | 95,234 | $5.58M | 0.27% | +7,941+9.1% | Added |
| Jones Financial Companies LLLP | 95,290 | $5.58M | 0.01% | +6,534+7.4% | Added |
| Huntington National Bank | 95,358 | $5.58M | 0.05% | −4,224−4.2% | Reduced |
| AQR Capital Management LLC | 96,486 | $5.65M | 0.01% | −139,377−59.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 118,426 | $5.68M | 0.13% | +10,691+9.9% | Added |
| Teachers Retirement System of the State of Kentucky | 98,401 | $5.76M | 0.05% | −4,894−4.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 99,019 | $5.80M | 0.07% | 00.0% | Unchanged |
| Marshall Wace, LLP | 100,469 | $5.88M | 0.01% | +18,137+22.0% | Added |
| First Citizens Bank & Trust Co | 100,628 | $5.89M | 0.23% | −487−0.5% | Reduced |
| Elo Mutual Pension Insurance Co | 102,129 | $5.98M | 0.17% | +7,430+7.8% | Added |
| Ingalls & Snyder LLC | 102,206 | $5.98M | 0.27% | −657−0.6% | Reduced |
| Maryland State Retirement & Pension System | 103,108 | $6.04M | 0.16% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 103,491 | $6.06M | 0.12% | −1,309−1.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 105,601 | $6.18M | 0.12% | +74,087+235.1% | Added |
| Sequoia Financial Advisors, LLC | 106,215 | $6.22M | 0.17% | +96,900+1,040.3% | Added |
| Man Group plc | 107,515 | $6.29M | 0.02% | −79,882−42.6% | Reduced |
| Wealthfront Advisers LLC | 107,623 | $6.30M | 0.03% | +27,989+35.1% | Added |
| Eastern Bank | 107,644 | $6.30M | 0.27% | −636−0.6% | Reduced |
| First Horizon Advisors, Inc. | 107,813 | $6.31M | 0.19% | −7,921−6.8% | Reduced |
| XML Financial, LLC | 107,966 | $6.32M | 0.76% | −398−0.4% | Reduced |
| Opus Investment Management Inc | 108,100 | $6.33M | 0.90% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 108,302 | $6.34M | 0.07% | −3,435−3.1% | Reduced |
| Parkside Investments, LLC | 108,315 | $6.34M | 1.22% | +3,076+2.9% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 108,422 | $6.35M | 1.87% | +440+0.4% | Added |
| Westover Capital Advisors, LLC | 109,714 | $6.42M | 1.87% | −3,595−3.2% | Reduced |
| Atria Investments LLC | 109,721 | $6.42M | 0.11% | +3,031+2.8% | Added |
| Securian Asset Management, Inc | 110,331 | $6.46M | 0.12% | −1,047−0.9% | Reduced |
| Shelton Capital Management | 111,179 | $6.51M | 0.23% | −6,575−5.6% | Reduced |
| Motco | 111,859 | $6.55M | 0.40% | −298−0.3% | Reduced |
| Citadel Advisors LLC | 111,912 | $6.55M | 0.01% | +111,912 | New |
| Westpac Banking Corp | 113,886 | $6.67M | 0.07% | −2,533−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 114,649 | $6.71M | 0.12% | +77,805+211.2% | Added |
| FinTrust Capital Advisors, LLC | 114,756 | $6.72M | 1.62% | +821+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 116,602 | $6.83M | 0.25% | +8,146+7.5% | Added |
| Keating Investment Counselors Inc | 116,862 | $6.84M | 3.03% | −103−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 117,477 | $6.88M | 0.01% | +8,750+8.0% | Added |
| Sandy Spring Bank | 119,331 | $6.99M | 0.33% | −1,413−1.2% | Reduced |
| Tudor Investment Corp Et Al | 121,187 | $7.09M | 0.14% | +15,113+14.2% | Added |
| Colonial Trust Advisors | 121,679 | $7.12M | 0.80% | −378−0.3% | Reduced |
| Smith, Salley & Associates | 121,889 | $7.14M | 0.51% | +5,056+4.3% | Added |
| Keybank National Association | 122,036 | $7.14M | 0.03% | −119−0.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 108,378 | $7.19M | 0.98% | +14,721+15.7% | Added |
| Icon Wealth Partners, LLC | 122,914 | $7.20M | 0.72% | −3,751−3.0% | Reduced |
| Camden National Bank | 124,336 | $7.28M | 1.28% | −1,845−1.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 124,813 | $7.31M | 0.25% | −5,505−4.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 124,910 | $7.31M | 0.16% | +50,531+67.9% | Added |
| TD Private Client Wealth LLC | 125,682 | $7.36M | 0.31% | −5,978−4.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 126,009 | $7.38M | 0.02% | +27,339+27.7% | Added |
| Kestra Advisory Services, LLC | 126,572 | $7.41M | 0.08% | −10,368−7.6% | Reduced |
| tru Independence LLC | 128,314 | $7.51M | 2.05% | −4,102−3.1% | Reduced |
| Biondo Investment Advisors, LLC | 128,285 | $7.57M | 1.26% | +5,196+4.2% | Added |
| Terry L. Blaker | 129,516 | $7.58M | 0.59% | +2,054+1.6% | Added |
| Hyman Charles D | 129,959 | $7.61M | 0.48% | −525−0.4% | Reduced |
| German American Bancorp, Inc. | 130,001 | $7.61M | 1.07% | −1,294−1.0% | Reduced |
| AE Wealth Management LLC | 132,881 | $7.78M | 0.05% | +19,705+17.4% | Added |
| Intact Investment Management Inc. | 133,000 | $7.79M | 0.20% | −31,000−18.9% | Reduced |
| AXA S.A. | 134,743 | $7.89M | 0.02% | −2,407−1.8% | Reduced |
| Taylor Wealth Management Partners | 134,945 | $7.90M | 2.78% | −1,427−1.0% | Reduced |
| Natixis | 135,667 | $7.94M | 0.03% | −744,497−84.6% | Reduced |
| Tdam USA Inc. | 135,910 | $7.96M | 0.49% | −18,877−12.2% | Reduced |
| Linscomb & Williams, Inc. | 137,351 | $8.04M | 0.38% | −225−0.2% | Reduced |
| Covington Capital Management | 137,975 | $8.08M | 0.28% | +20,451+17.4% | Added |
| Bokf, NA | 139,818 | $8.19M | 0.13% | +8,707+6.6% | Added |
| Stonegate Investment Group, LLC | 141,707 | $8.30M | 0.35% | +141,707 | New |
| Hartford Investment Management Co | 142,828 | $8.36M | 0.19% | +11,012+8.4% | Added |
| Nissay Asset Management Corp | 143,265 | $8.39M | 0.06% | +3,579+2.6% | Added |
| Maryland Capital Management | 144,187 | $8.44M | 0.46% | +11,963+9.0% | Added |
| Andra AP-fonden | 144,400 | $8.46M | 0.17% | −28,600−16.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 145,283 | $8.51M | 0.40% | +145,283 | New |
| MML Investors Services, LLC | 145,969 | $8.55M | 0.06% | +6,639+4.8% | Added |
| Argent Trust Co | 146,143 | $8.56M | 0.50% | +3,631+2.5% | Added |
| Oppenheimer & Co Inc | 147,958 | $8.66M | 0.15% | +640.0% | Added |
| Northwestern Mutual Wealth Management Co | 148,477 | $8.69M | 0.01% | +9,544+6.9% | Added |
| Galvin, Gaustad & Stein, LLC | 148,670 | $8.71M | 0.75% | −44,766−23.1% | Reduced |
| Metropolitan Life Insurance Co | 152,769 | $8.94M | 0.12% | −4,418−2.8% | Reduced |
| Rothschild Investment Corp | 153,061 | $8.96M | 0.70% | +667+0.4% | Added |
| Umb Bank N A | 153,131 | $8.97M | 0.11% | +74,904+95.8% | Added |
| Beach Investment Counsel Inc | 154,466 | $9.04M | 1.20% | −79,595−34.0% | Reduced |
| Investment Management Corp of Ontario | 159,000 | $9.31M | 0.43% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 159,489 | $9.34M | 1.69% | −2,742−1.7% | Reduced |
| Balyasny Asset Management LLC | 159,906 | $9.36M | 0.04% | +145,673+1,023.5% | Added |
| CIBC Private Wealth Group, LLC | 161,036 | $9.43M | 0.02% | +4,379+2.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 161,273 | $9.44M | 0.76% | +2,505+1.6% | Added |
| Alpha Omega Wealth Management LLC | 142,979 | $9.55M | 1.47% | +5,968+4.4% | Added |
| Farmers & Merchants Investments Inc | 163,484 | $9.57M | 0.36% | −1,961−1.2% | Reduced |
| Diversified Trust Co | 166,529 | $9.75M | 0.32% | +67,576+68.3% | Added |
| Qube Research & Technologies Ltd | 167,294 | $9.79M | 0.08% | +167,294 | New |