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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 337,916 | $19.8M | 0.32% | +9,817+3.0% | Added |
| Mackenzie Financial Corp | 337,937 | $19.8M | 0.03% | +57,989+20.7% | Added |
| Montag A & Associates Inc | 341,841 | $20.0M | 0.99% | −6,845−2.0% | Reduced |
| PM Capital Ltd | 344,066 | $20.1M | 3.85% | 00.0% | Unchanged |
| First Trust Advisors LP | 352,423 | $20.6M | 0.02% | −131,476−27.2% | Reduced |
| Synovus Financial Corp | 353,339 | $20.7M | 0.21% | +18,172+5.4% | Added |
| American Assets Investment Management, LLC | 354,000 | $20.7M | 2.23% | 00.0% | Unchanged |
| South Dakota Investment Council | 354,108 | $20.7M | 0.35% | −55,750−13.6% | Reduced |
| Guggenheim Capital LLC | 359,791 | $21.1M | 0.11% | +9,884+2.8% | Added |
| Salem Investment Counselors Inc | 360,257 | $21.1M | 0.74% | +19,300+5.7% | Added |
| Amalgamated Bank | 361,066 | $21.1M | 0.16% | −7,819−2.1% | Reduced |
| PFS Investments Inc. | 364,190 | $21.3M | 0.41% | +37,774+11.6% | Added |
| Arizona State Retirement System | 365,584 | $21.4M | 0.16% | −9,442−2.5% | Reduced |
| Coerente Capital Management | 366,686 | $21.5M | 4.06% | +1,882+0.5% | Added |
| Morningstar Investment Services LLC | 368,561 | $21.6M | 0.24% | +4,782+1.3% | Added |
| ProShare Advisors LLC | 376,565 | $22.0M | 0.04% | +64,352+20.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 379,012 | $22.2M | 0.20% | −43,300−10.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 379,623 | $22.2M | 0.02% | +379,623 | New |
| Teacher Retirement System of Texas | 382,975 | $22.4M | 0.10% | +15,184+4.1% | Added |
| Westwood Holdings Group Inc. | 384,681 | $22.5M | 0.20% | +24,690+6.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 386,448 | $22.7M | 1.61% | +386,448 | New |
| Professional Advisory Services Inc | 388,208 | $22.7M | 3.09% | −34,387−8.1% | Reduced |
| Capital World Investors | 396,000 | $23.2M | 0.00% | −210.0% | Reduced |
| USS Investment Management Ltd | 397,728 | $23.3M | 0.18% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 400,045 | $23.4M | 3.05% | +5,605+1.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 400,460 | $23.4M | 0.12% | −17,240−4.1% | Reduced |
| Mariner, LLC | 403,142 | $23.6M | 0.10% | +25,811+6.8% | Added |
| M&G Investment Management Ltd | 403,661 | $23.8M | 0.17% | −87,116−17.8% | Reduced |
| First Long Island Investors, LLC | 406,893 | $23.8M | 1.87% | −991−0.2% | Reduced |
| Baird Financial Group, Inc. | 423,746 | $24.8M | 0.06% | −11,468−2.6% | Reduced |
| Thomasville National Bank | 433,294 | $25.4M | 2.43% | +5,359+1.3% | Added |
| Retirement Systems of Alabama | 442,313 | $25.9M | 0.09% | −16,079−3.5% | Reduced |
| Capitolis Advisors LLC | 444,049 | $26.0M | 0.16% | +16,878+4.0% | Added |
| Logan Capital Management Inc | 462,359 | $27.1M | 1.17% | −6,223−1.3% | Reduced |
| American International Group, Inc. | 472,902 | $27.7M | 0.14% | −3,725−0.8% | Reduced |
| Montgomery Investment Management Inc | 473,238 | $27.7M | 9.32% | −350−0.1% | Reduced |
| Natixis Advisors, L.P. | 478,278 | $28.0M | 0.11% | +13,505+2.9% | Added |
| Oppenheimer Asset Management Inc. | 487,853 | $28.6M | 0.38% | +16,073+3.4% | Added |
| Susquehanna International Group, LLP | 490,082 | $28.7M | 0.04% | +144,397+41.8% | Added |
| US Bancorp | 515,961 | $30.2M | 0.05% | +45,920+9.8% | Added |
| Ossiam | 529,893 | $31.0M | 0.81% | +103,409+24.2% | Added |
| Standard Life Aberdeen plc | 539,415 | $31.6M | 0.07% | −18,423−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 553,662 | $32.4M | 0.07% | +44,766+8.8% | Added |
| Nisa Investment Advisors, LLC | 522,244 | $32.8M | 0.25% | +30,981+6.3% | Added |
| Fort Washington Investment Advisors Inc | 561,714 | $32.9M | 0.20% | +692+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 562,856 | $33.0M | 0.06% | +20,861+3.8% | Added |
| TD Asset Management Inc | 566,447 | $33.2M | 0.03% | −41,459−6.8% | Reduced |
| GW Henssler & Associates Ltd | 572,049 | $33.5M | 2.14% | +5,368+0.9% | Added |
| River Road Asset Management, LLC | 584,450 | $34.2M | 0.36% | −67,112−10.3% | Reduced |
| Treasurer of the State of North Carolina | 588,872 | $34.5M | 0.18% | +2,210+0.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 606,188 | $35.5M | 0.12% | −56,406−8.5% | Reduced |
| Janney Montgomery Scott LLC | 606,865 | $35.5M | 0.14% | −2,889−0.5% | Reduced |
| Millennium Management LLC | 618,315 | $36.2M | 0.04% | +339,699+121.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 607,589 | $36.7M | 0.15% | +81,996+15.6% | Added |
| KBC Group NV | 629,561 | $36.9M | 0.12% | −1,279,937−67.0% | Reduced |
| NN Investment Partners Holdings N.V. | 630,474 | $36.9M | 0.18% | +24,131+4.0% | Added |
| Vaughan David Investments LLC | 634,456 | $37.1M | 1.09% | +7,024+1.1% | Added |
| Gillespie Robinson & Grimm Inc | 642,322 | $37.6M | 2.93% | +5,476+0.9% | Added |
| Fifth Third Bancorp | 646,047 | $37.8M | 0.15% | +127,430+24.6% | Added |
| Korea Investment CORP | 646,798 | $37.9M | 0.10% | −467,459−42.0% | Reduced |
| Kornitzer Capital Management Inc | 657,386 | $38.5M | 0.57% | −6,505−1.0% | Reduced |
| Deprince Race & Zollo Inc | 657,541 | $38.5M | 0.98% | −5,515−0.8% | Reduced |
| Pictet Asset Management SA | 667,304 | $39.1M | 0.04% | −41,169−5.8% | Reduced |
| Schwartz Investment Counsel Inc | 681,945 | $39.9M | 1.55% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 679,385 | $39.9M | 0.14% | −15,423−2.2% | Reduced |
| Captrust Financial Advisors | 685,248 | $40.1M | 0.28% | +4,511+0.7% | Added |
| Clark Capital Management Group, Inc. | 691,890 | $40.5M | 0.50% | +20,449+3.0% | Added |
| State of Tennessee, Treasury Department | 700,379 | $41.0M | 0.15% | +473,145+208.2% | Added |
| State of Wisconsin Investment Board | 706,037 | $41.3M | 0.08% | −17,857−2.5% | Reduced |
| Letko, Brosseau & Associates Inc | 726,711 | $42.5M | 0.61% | −13,315−1.8% | Reduced |
| Storebrand Asset Management AS | 732,928 | $42.9M | 0.19% | −1,438−0.2% | Reduced |
| Rothschild & Co Asset Management US Inc. | 735,345 | $43.1M | 0.51% | −3,049−0.4% | Reduced |
| Capital Group Private Client Services, Inc. | 740,737 | $43.4M | 0.46% | −166,908−18.4% | Reduced |
| RNC Capital Management LLC | 744,529 | $43.6M | 2.16% | +1150.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 747,953 | $43.8M | 0.09% | −49,395−6.2% | Reduced |
| Schroder Investment Management Group | 753,131 | $44.1M | 0.06% | +133,329+21.5% | Added |
| SEI Investments Co | 757,059 | $44.3M | 0.08% | +85,808+12.8% | Added |
| State of New Jersey Common Pension Fund D | 765,422 | $44.8M | 0.13% | −15,207−1.9% | Reduced |
| Toronto Dominion Bank | 781,545 | $45.8M | 0.06% | +108,755+16.2% | Added |
| STRS Ohio | 787,419 | $46.1M | 0.16% | −10,299−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 789,274 | $46.2M | 0.06% | +193,620+32.5% | Added |
| LPL Financial LLC | 789,846 | $46.2M | 0.04% | +69,347+9.6% | Added |
| Rafferty Asset Management, LLC | 793,037 | $46.4M | 0.24% | +51,648+7.0% | Added |
| Swedbank AB | 799,981 | $46.8M | 0.08% | −4,913−0.6% | Reduced |
| Zacks Investment Management | 800,674 | $46.9M | 0.66% | +15,240+1.9% | Added |
| Public Sector Pension Investment Board | 822,757 | $48.2M | 0.26% | −681,184−45.3% | Reduced |
| Public Employees Retirement System of Ohio | 834,381 | $48.9M | 0.16% | −25,506−3.0% | Reduced |
| Tweedy, Browne Co LLC | 842,806 | $49.3M | 1.57% | −2,485−0.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 864,030 | $50.6M | 1.47% | +26,879+3.2% | Added |
| Nicholas Company, Inc. | 868,775 | $50.9M | 0.83% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 877,901 | $51.4M | 0.17% | −19,317−2.2% | Reduced |
| Royal London Asset Management Ltd | 889,605 | $52.1M | 0.19% | −65,163−6.8% | Reduced |
| AMF Pensionsforsakring AB | 966,382 | $56.6M | 0.39% | −13,599−1.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 1,031,000 | $60.4M | 0.35% | +20,600+2.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,036,040 | $60.7M | 0.13% | +892,942+624.0% | Added |
| Equity Investment Corp | 1,036,963 | $60.7M | 2.20% | −27,006−2.5% | Reduced |
| RE Advisers Corp | 1,073,588 | $62.9M | 1.45% | +58,899+5.8% | Added |
| Russell Investments Group, Ltd. | 1,080,172 | $63.2M | 0.10% | +35,654+3.4% | Added |
| Brandywine Global Investment Management, LLC | 1,090,428 | $63.8M | 0.46% | +24,837+2.3% | Added |
| Clearbridge Investments, LLC | 1,107,348 | $64.8M | 0.04% | +157,635+16.6% | Added |