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; 1,706 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 | 1,706 | $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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 693 | $41.0K | 0.02% | +32+4.8% | Added |
| Norwood Financial Corp | 699 | $41.0K | 0.06% | +699 | New |
| FourThought Financial, LLC | 713 | $42.0K | 0.01% | −50−6.6% | Reduced |
| Old Second National Bank of Aurora | 900 | $43.0K | 0.01% | −263−22.6% | Reduced |
| Tradition Wealth Management, LLC | 737 | $43.0K | 0.01% | +4+0.5% | Added |
| Earnest Partners LLC | 745 | $44.0K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 790 | $45.0K | 0.03% | +790 | New |
| Sound Income Strategies, LLC | 778 | $46.0K | 0.01% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 815 | $48.0K | 0.03% | +815 | New |
| Howe & Rusling Inc | 845 | $49.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 854 | $49.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 845 | $49.0K | 0.03% | 00.0% | Unchanged |
| Solstein Capital, LLC | 861 | $50.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 800 | $50.0K | 0.01% | 00.0% | Unchanged |
| Sirios Capital Management L P | 879 | $51.0K | 0.01% | −262−23.0% | Reduced |
| Providence Capital Advisors, LLC | 912 | $53.0K | 0.01% | −70,121−98.7% | Reduced |
| Column Capital Advisors, LLC | 901 | $53.0K | 0.01% | −10−1.1% | Reduced |
| First Personal Financial Services | 912 | $53.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 900 | $54.0K | 0.04% | +900 | New |
| Standard Family Office LLC | 930 | $54.0K | 0.48% | +930 | New |
| Covestor Ltd | 945 | $55.0K | 0.08% | +945 | New |
| Kistler-Tiffany Companies, LLC | 1,013 | $59.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,009 | $59.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1,031 | $60.0K | 0.05% | +1,006+4,024.0% | Added |
| Curi Capital | 1,052 | $61.0K | 0.01% | +1,052 | New |
| Westside Investment Management, Inc. | 1,070 | $62.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,093 | $64.0K | 0.00% | −220−16.8% | Reduced |
| First Financial Corp | 1,100 | $64.0K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,096 | $64.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 1,086 | $64.0K | 0.00% | +186+20.7% | Added |
| Evolution Advisers, Inc. | 1,116 | $65.0K | 0.05% | +1,116 | New |
| Perkins Coie Trust Co | 1,122 | $66.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,149 | $67.0K | 0.01% | −920−44.5% | Reduced |
| Confluence Wealth Services, Inc. | 1,155 | $67.0K | 0.02% | +1,155 | New |
| Versant Capital Management, Inc | 1,188 | $70.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 1,198 | $70.0K | 0.01% | +114+10.5% | Added |
| Capital Analysts, LLC | 1,230 | $72.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,228 | $72.0K | 0.05% | +218+21.6% | Added |
| Concorde Financial Corp | 1,156 | $72.0K | 0.05% | +1,156 | New |
| AllSquare Wealth Management LLC | 1,255 | $73.0K | 0.04% | −135−9.7% | Reduced |
| CenterStar Asset Management, LLC | – | $74.0K | 0.06% | – | New |
| Evoke Wealth, LLC | 1,285 | $75.0K | 0.00% | −849−39.8% | Reduced |
| Highlander Capital Management, LLC | 1,280 | $75.0K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,294 | $75.8K | 0.05% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,369 | $80.0K | 0.05% | +1,369 | New |
| Macroview Investment Management LLC | 1,391 | $81.0K | 0.10% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,375 | $81.0K | 0.04% | +1,375 | New |
| Fortitude Advisory Group L.L.C. | 1,380 | $81.0K | 0.04% | +1,380 | New |
| AIA Group Ltd | 1,430 | $84.0K | 0.00% | +1,430 | New |
| Charter Oak Capital Management, LLC | 1,495 | $88.0K | 0.01% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,497 | $88.0K | 0.05% | +1,497 | New |
| Arrow Financial Corp | 1,525 | $89.0K | 0.01% | −777−33.8% | Reduced |
| Halpern Financial, Inc. | 1,532 | $89.7K | 0.04% | −193−11.2% | Reduced |
| M&R Capital Management Inc | 1,665 | $97.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,765 | $103.0K | 0.04% | +7+0.4% | Added |
| Front Row Advisors LLC | 1,757 | $103.0K | 0.04% | −7−0.4% | Reduced |
| Atlas Capital Advisors LLC | 1,760 | $103.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 1,780 | $104.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,821 | $107.0K | 0.02% | −52−2.8% | Reduced |
| Monetary Management Group Inc | 1,830 | $107.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,847 | $108.0K | 0.01% | +190+11.5% | Added |
| Stephens Consulting, LLC | 1,866 | $109.3K | 0.09% | +1,866 | New |
| IMA Wealth, Inc. | 1,961 | $115.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,981 | $116.0K | 0.01% | −16,534−89.3% | Reduced |
| Quent Capital, LLC | 2,055 | $120.0K | 0.03% | +2,055 | New |
| Holloway Wealth Management, LLC | – | $123.0K | 0.04% | – | – |
| Atlantic Trust, LLC | 2,113 | $124.0K | 0.07% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,175 | $127.0K | 0.07% | 00.0% | Unchanged |
| Arlington Partners LLC | 2,171 | $127.0K | 0.03% | +83+4.0% | Added |
| Mystic Asset Management, Inc. | 2,178 | $127.0K | 0.06% | +2,178 | New |
| Clean Yield Group | 2,207 | $129.0K | 0.04% | +280+14.5% | Added |
| Zullo Investment Group, Inc. | 2,260 | $132.0K | 0.07% | +2,260 | New |
| Hayden Royal, LLC | 2,287 | $134.0K | 0.31% | −1,298−36.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,389 | $139.8K | 0.00% | −34,677−93.6% | Reduced |
| JJJ Advisors Inc. | 2,414 | $141.0K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,429 | $142.0K | 0.07% | +55+2.3% | Added |
| Commons Capital, LLC | 2,484 | $145.0K | 0.14% | +2,484 | New |
| Gables Capital Management Inc. | 2,531 | $148.0K | 0.09% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2,527 | $148.0K | 0.05% | +153+6.4% | Added |
| United Community Bank | 2,575 | $150.8K | 0.15% | +2,575 | New |
| Ellis Investment Partners, LLC | 2,657 | $155.0K | 0.04% | +13+0.5% | Added |
| Fortis Advisors, LLC | 2,670 | $156.0K | 0.09% | +2,005+301.5% | Added |
| JFS Wealth Advisors, LLC | 2,767 | $162.0K | 0.02% | +93+3.5% | Added |
| Larson Financial Group LLC | 2,762 | $162.0K | 0.03% | +1,680+155.3% | Added |
| Clear Investment Research, LLC | 2,837 | $166.0K | 0.25% | −163−5.4% | Reduced |
| Proffitt & Goodson Inc | 2,958 | $173.0K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3,005 | $176.0K | 0.16% | +3,005 | New |
| NuWave Investment Management, LLC | 3,074 | $180.0K | 0.20% | +3,074 | New |
| Cambridge Trust Co | 3,098 | $182.0K | 0.01% | +3,098 | New |
| Creative Financial Designs Inc | 3,205 | $188.0K | 0.03% | −307−8.7% | Reduced |
| Harbor Investment Advisory, LLC | 3,221 | $189.0K | 0.02% | +744+30.0% | Added |
| BerganKDV Wealth Management, LLC | 3,417 | $200.0K | 0.02% | +2,315+210.1% | Added |
| Klingenstein Fields & Co LP | 3,425 | $201.0K | 0.01% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,440 | $201.0K | 0.10% | +3,440 | New |
| Boyd Watterson Asset Management LLC | 3,454 | $202.0K | 0.07% | −7−0.2% | Reduced |
| Roanoke Asset Management Corp | 3,447 | $202.0K | 0.07% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,444 | $202.0K | 0.06% | +3,444 | New |
| Keystone Financial Group | 3,464 | $203.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,459 | $203.0K | 0.01% | +3,459 | New |
| Paragon Capital Management Ltd | 3,477 | $204.0K | 0.03% | −41−1.2% | Reduced |