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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 167,552 | $9.81M | 0.10% | +275+0.2% | Added |
| Pinnacle Associates Ltd | 168,030 | $9.84M | 0.17% | −7,759−4.4% | Reduced |
| Brown Advisory Inc | 169,493 | $9.92M | 0.01% | +1,873+1.1% | Added |
| Highland Capital Management, LLC | 171,138 | $10.0M | 0.57% | +1,120+0.7% | Added |
| IFM Investors Pty Ltd | 172,272 | $10.1M | 0.18% | −2,534−1.4% | Reduced |
| CIBC Asset Management Inc | 172,586 | $10.1M | 0.04% | −17,025−9.0% | Reduced |
| ING Groep NV | 175,286 | $10.3M | 0.09% | +63,221+56.4% | Added |
| First Republic Investment Management, Inc. | 175,802 | $10.3M | 0.02% | +22,481+14.7% | Added |
| Wallington Asset Management, LLC | 176,249 | $10.3M | 1.57% | +1,762+1.0% | Added |
| Mutual of America Capital Management LLC | 176,258 | $10.3M | 0.10% | +1,102+0.6% | Added |
| Texas Permanent School Fund | 183,314 | $10.7M | 0.13% | −22,895−11.1% | Reduced |
| Sonora Investment Management Group, LLC | 184,061 | $10.8M | 1.25% | +184,061 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 184,500 | $10.8M | 0.05% | −29,418−13.8% | Reduced |
| NTV Asset Management LLC | 185,194 | $10.8M | 1.80% | −7,340−3.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 192,794 | $11.3M | 0.83% | −2,993−1.5% | Reduced |
| State of Alaska, Department of Revenue | 193,206 | $11.3M | 0.11% | −11,675−5.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 194,313 | $11.4M | 0.42% | −30,123−13.4% | Reduced |
| Virginia Retirement Systems Et Al | 194,800 | $11.4M | 0.10% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 196,282 | $11.5M | 1.27% | +4,694+2.5% | Added |
| Voloridge Investment Management, LLC | 197,165 | $11.5M | 0.06% | −12,741−6.1% | Reduced |
| Mackay Shields LLC | 199,615 | $11.7M | 0.10% | −4,532−2.2% | Reduced |
| Palladium Partners LLC | 199,901 | $11.7M | 0.48% | +66,931+50.3% | Added |
| M&T Bank Corp | 200,121 | $11.7M | 0.05% | −133−0.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 200,519 | $11.7M | 0.71% | +160.0% | Added |
| Brinker Capital Investments, LLC | 204,234 | $12.0M | 0.17% | +46,710+29.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 205,854 | $12.0M | 0.16% | +6,963+3.5% | Added |
| Gillson Capital LP | 206,238 | $12.1M | 0.79% | +64,064+45.1% | Added |
| DnB Asset Management AS | 211,865 | $12.4M | 0.07% | +19,126+9.9% | Added |
| Carroll Financial Associates, Inc. | 213,182 | $12.5M | 0.66% | +8,364+4.1% | Added |
| Cullinan Associates Inc | 213,184 | $12.5M | 0.64% | −172,895−44.8% | Reduced |
| Yousif Capital Management, LLC | 213,550 | $12.5M | 0.13% | +213,550 | New |
| Patten & Patten Inc | 214,461 | $12.6M | 0.87% | +10,467+5.1% | Added |
| Gulf International Bank (UK) Ltd | 214,731 | $12.6M | 0.18% | +214,731 | New |
| Cresset Asset Management, LLC | 217,620 | $12.7M | 0.12% | +72,401+49.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 218,000 | $12.8M | 0.15% | 00.0% | Unchanged |
| Associated Banc-Corp | 218,936 | $12.8M | 0.47% | −3,524−1.6% | Reduced |
| Rowland & Co Investment Counsel | 226,564 | $12.8M | 2.87% | +20,733+10.1% | Added |
| Lockheed Martin Investment Management Co | 222,000 | $13.0M | 0.70% | −113,744−33.9% | Reduced |
| Gradient Investments LLC | 224,180 | $13.1M | 0.33% | +6,062+2.8% | Added |
| Gofen & Glossberg LLC | 224,664 | $13.2M | 0.28% | −1,859−0.8% | Reduced |
| Dana Investment Advisors, Inc. | 224,941 | $13.2M | 0.57% | −2,187−1.0% | Reduced |
| Stephens Inc | 226,600 | $13.3M | 0.20% | −59,775−20.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 228,408 | $13.4M | 0.43% | +6,562+3.0% | Added |
| Public Employees Retirement Association of Colorado | 230,594 | $13.5M | 0.06% | −1,475−0.6% | Reduced |
| Systematic Alpha Investments, LLC | 233,937 | $13.7M | 0.64% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 234,680 | $13.7M | 0.08% | −14,218−5.7% | Reduced |
| Rockefeller Capital Management L.P. | 235,476 | $13.8M | 0.06% | +14,504+6.6% | Added |
| Lowe Brockenbrough & Co Inc | 236,088 | $13.8M | 1.01% | −6,358−2.6% | Reduced |
| Chesley Taft & Associates LLC | 236,422 | $13.8M | 0.72% | +13,957+6.3% | Added |
| Swiss Life Asset Management Ltd | 236,854 | $13.9M | 0.18% | +13,908+6.2% | Added |
| Bridgewater Associates, LP | 238,158 | $13.9M | 0.08% | −289,302−54.8% | Reduced |
| Verity & Verity, LLC | 240,449 | $14.1M | 2.01% | +628+0.3% | Added |
| Advisors Capital Management, LLC | 241,506 | $14.1M | 0.38% | +16,667+7.4% | Added |
| Kanawha Capital Management LLC | 241,628 | $14.1M | 1.20% | +983+0.4% | Added |
| Utah Retirement Systems | 243,625 | $14.3M | 0.18% | +500+0.2% | Added |
| FDx Advisors, Inc. | 244,964 | $14.3M | 0.40% | +6,489+2.7% | Added |
| McRae Capital Management Inc | 245,371 | $14.4M | 3.00% | +3,363+1.4% | Added |
| Creative Planning | 245,585 | $14.4M | 0.02% | −1,433−0.6% | Reduced |
| Lazard Asset Management LLC | 248,543 | $14.6M | 0.02% | −14,363−5.5% | Reduced |
| Empire Life Investments Inc. | 248,639 | $14.6M | 0.89% | +1,045+0.4% | Added |
| Eagle Global Advisors LLC | 254,294 | $14.9M | 0.94% | −98,384−27.9% | Reduced |
| Janus Henderson Group PLC | 256,831 | $15.0M | 0.01% | −4,673−1.8% | Reduced |
| 1832 Asset Management L.P. | 257,463 | $15.1M | 0.03% | −200,773−43.8% | Reduced |
| Stock Yards Bank & Trust Co | 258,362 | $15.1M | 0.80% | +16,292+6.7% | Added |
| Bank of Nova Scotia | 260,238 | $15.2M | 0.02% | −424,940−62.0% | Reduced |
| Willis Investment Counsel | 260,476 | $15.3M | 0.80% | −4,400−1.7% | Reduced |
| Squarepoint Ops LLC | 262,463 | $15.4M | 0.07% | −238,183−47.6% | Reduced |
| Cypress Capital Management LLC | 266,184 | $15.6M | 1.76% | +6,221+2.4% | Added |
| Ledyard National Bank | 267,248 | $15.6M | 1.50% | −3,750−1.4% | Reduced |
| Haverford Trust Co | 273,592 | $16.0M | 0.17% | −6,511−2.3% | Reduced |
| Forsta Ap-Fonden | 275,200 | $16.1M | 0.16% | −15,800−5.4% | Reduced |
| Heritage Wealth Advisors | 276,259 | $16.2M | 0.89% | +25,706+10.3% | Added |
| Raymond James Trust N.A. | 278,118 | $16.3M | 0.48% | −29,727−9.7% | Reduced |
| Pinnacle Financial Partners Inc | 283,896 | $16.6M | 0.52% | +2,391+0.8% | Added |
| Bryn Mawr Trust Co | 286,389 | $16.8M | 0.60% | −2,605−0.9% | Reduced |
| CIBC World Markets Corp | 287,648 | $16.8M | 0.09% | −64,987−18.4% | Reduced |
| Sit Investment Associates Inc | 288,840 | $16.9M | 0.40% | +25,985+9.9% | Added |
| Washington Trust Co | 289,509 | $16.9M | 0.64% | −3,292−1.1% | Reduced |
| United Capital Financial Advisers, LLC | 289,648 | $17.0M | 0.08% | +1,385+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 289,706 | $17.0M | 0.08% | +12,473+4.5% | Added |
| Delta Asset Management LLC | 292,380 | $17.1M | 1.51% | −7,286−2.4% | Reduced |
| Peapack Gladstone Financial Corp | 292,740 | $17.1M | 0.32% | +2,264+0.8% | Added |
| Calamos Advisors LLC | 292,818 | $17.1M | 0.07% | +6,295+2.2% | Added |
| Handelsbanken Fonder AB | 294,730 | $17.3M | 0.08% | −50,851−14.7% | Reduced |
| MetLife Investment Management | 294,933 | $17.3M | 0.14% | −6,553−2.2% | Reduced |
| Independent Advisor Alliance | 295,191 | $17.3M | 0.85% | +9,586+3.4% | Added |
| Payden & Rygel | 296,700 | $17.4M | 0.80% | −18,800−6.0% | Reduced |
| Easterly Investment Partners LLC | 298,313 | $17.5M | 1.27% | +6,775+2.3% | Added |
| Wesbanco Bank Inc | 299,913 | $17.6M | 0.63% | +5,641+1.9% | Added |
| Chartwell Investment Partners, LLC | 302,306 | $17.7M | 0.51% | −7,027−2.3% | Reduced |
| Inverness Counsel LLC | 303,621 | $17.8M | 0.66% | −270,944−47.2% | Reduced |
| Comerica Bank | 287,348 | $18.1M | 0.13% | −6,918−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 308,592 | $18.1M | 0.03% | +37,606+13.9% | Added |
| Advisors Asset Management, Inc. | 314,025 | $18.4M | 0.26% | +16,775+5.6% | Added |
| Tower Bridge Advisors | 314,093 | $18.4M | 1.13% | −1,905−0.6% | Reduced |
| Stieven Capital Advisors, L.P. | 315,600 | $18.5M | 2.22% | −800−0.3% | Reduced |
| Nomura Asset Management Co Ltd | 317,383 | $18.6M | 0.09% | +15,190+5.0% | Added |
| Financial Counselors Inc | 331,612 | $19.4M | 0.40% | −6,216−1.8% | Reduced |
| Prana Capital Management, LP | 333,055 | $19.5M | 1.54% | −317,793−48.8% | Reduced |
| State of Michigan Retirement System | 336,126 | $19.7M | 0.10% | +1,000+0.3% | Added |