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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 4,518 | $265.0K | 0.05% | +1,352+42.7% | Added |
| Benjamin Edwards Inc | 4,525 | $265.0K | 0.09% | +3,835+555.8% | Added |
| Stillwater Investment Management, LLC | 4,543 | $266.0K | 0.07% | +36+0.8% | Added |
| Twin Focus Capital Partners, LLC | 4,567 | $267.0K | 0.05% | +4,567 | New |
| Williams Jones Wealth Management, LLC. | 4,582 | $268.0K | 0.00% | −337−6.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,580 | $268.0K | 0.06% | −62−1.3% | Reduced |
| Freestone Capital Holdings, LLC | 4,601 | $269.0K | 0.01% | +4,601 | New |
| NTB Financial Corp | 4,586 | $269.0K | 0.19% | +4,586 | New |
| TD Waterhouse Canada Inc. | 4,275 | $269.4K | 0.00% | +4,275 | New |
| Concord Asset Management, LLC | 4,608 | $269.8K | 0.18% | +4,608 | New |
| Henshaw Capital LLC | 4,616 | $270.3K | 0.02% | 00.0% | Unchanged |
| Agf Investments Inc. | 4,627 | $271.0K | 0.00% | −6,951−60.0% | Reduced |
| Prio Wealth Limited Partnership | 4,624 | $271.0K | 0.01% | +41+0.9% | Added |
| Home Federal Bank of Tennessee | 4,661 | $273.0K | 0.09% | 00.0% | Unchanged |
| Truadvice, LLC | 4,145 | $273.0K | 0.26% | +5+0.1% | Added |
| Norris Perne & French LLP | 4,668 | $273.0K | 0.02% | +368+8.6% | Added |
| Intersect Capital LLC | 4,668 | $273.0K | 0.05% | +4,668 | New |
| Hudock, Inc. | 4,690 | $274.0K | 0.08% | −991−17.4% | Reduced |
| Virtu Financial LLC | 4,681 | $274.0K | 0.03% | +4,681 | New |
| First Foundation Advisors | 4,729 | $277.0K | 0.01% | +239+5.3% | Added |
| Carderock Capital Management Inc | 4,737 | $277.0K | 0.07% | +1,500+46.3% | Added |
| Manchester Financial Inc | 4,745 | $278.0K | 0.10% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,781 | $280.0K | 0.02% | −61,528−92.8% | Reduced |
| Warren Averett Asset Management, LLC | 4,403 | $280.0K | 0.02% | +68+1.6% | Added |
| Fulton Breakefield Broenniman LLC | 4,800 | $281.0K | 0.02% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 4,798 | $281.0K | 0.07% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,817 | $282.0K | 0.01% | +4,817 | New |
| Breiter Capital Management Inc | 4,837 | $283.0K | 0.14% | −13−0.3% | Reduced |
| Excalibur Management Corp | 4,829 | $283.0K | 0.11% | +66+1.4% | Added |
| Heartwood Wealth Advisors LLC | 4,838 | $283.0K | 0.04% | +4,838 | New |
| Tocqueville Asset Management L.P. | 4,869 | $285.0K | 0.00% | +104+2.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,883 | $286.0K | 0.05% | −773−13.7% | Reduced |
| ForthRight Wealth Management, LLC | 4,883 | $286.0K | 0.16% | −96−1.9% | Reduced |
| Stewardship Advisors, LLC | 4,909 | $287.0K | 0.10% | −100−2.0% | Reduced |
| Alaethes Wealth LLC | 4,943 | $289.0K | 0.18% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4,937 | $289.0K | 0.02% | +255+5.4% | Added |
| ProVise Management Group, LLC | 5,000 | $293.0K | 0.03% | −396−7.3% | Reduced |
| Morris Financial Concepts, Inc. | 5,028 | $294.0K | 0.25% | +5,028 | New |
| Sutton Wealth Advisors Inc. | 5,052 | $295.8K | 0.10% | −21−0.4% | Reduced |
| Toth Financial Advisory Corp | 5,056 | $296.0K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,434 | $296.0K | 0.09% | +4,434 | New |
| AlphaMark Advisors, LLC | 5,081 | $297.0K | 0.10% | −1,312−20.5% | Reduced |
| Riverview Trust Co | 5,091 | $298.0K | 0.17% | −693−12.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,141 | $301.0K | 0.03% | −27−0.5% | Reduced |
| HC Advisors, LLC | 5,161 | $302.0K | 0.19% | −99−1.9% | Reduced |
| SC&H Financial Advisors, Inc. | 5,183 | $303.0K | 0.17% | +5,183 | New |
| Meyer Handelman Co | 5,200 | $304.0K | 0.01% | −600−10.3% | Reduced |
| Aviance Capital Partners, LLC | 5,239 | $307.0K | 0.05% | −96−1.8% | Reduced |
| XTX Topco Ltd | 5,262 | $308.0K | 0.17% | −6,587−55.6% | Reduced |
| Southern Capital Advisors, LLC | 5,282 | $309.0K | 0.19% | +5,282 | New |
| New Jersey Better Educational Savings Trust | 5,292 | $310.0K | 0.69% | −1,830−25.7% | Reduced |
| Ritholtz Wealth Management | 5,313 | $311.0K | 0.02% | +524+10.9% | Added |
| FineMark National Bank & Trust | 5,335 | $312.0K | 0.01% | −124−2.3% | Reduced |
| M. Kulyk & Associates, LLC | 5,330 | $312.0K | 0.08% | −9−0.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,332 | $312.0K | 0.09% | +121+2.3% | Added |
| Aigen Investment Management, LP | 5,260 | $314.0K | 0.02% | −4,978−48.6% | Reduced |
| Flagship Harbor Advisors, LLC | 5,369 | $314.0K | 0.03% | +27+0.5% | Added |
| Arlington Financial Advisors, LLC | 5,400 | $316.0K | 0.11% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 5,405 | $316.0K | 0.02% | +699+14.9% | Added |
| Optimum Investment Advisors | 5,395 | $316.0K | 0.12% | +2,650+96.5% | Added |
| PBMares Wealth Management LLC | 5,426 | $318.0K | 0.13% | −10.0% | Reduced |
| White Pine Capital LLC | 5,450 | $319.0K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 5,446 | $319.0K | 0.04% | +18+0.3% | Added |
| Patriot Investment Management Inc. | 5,466 | $320.0K | 0.03% | −119−2.1% | Reduced |
| DuPont Capital Management Corp | 5,489 | $321.0K | 0.01% | −4,232−43.5% | Reduced |
| BBR Partners, LLC | 5,541 | $324.0K | 0.04% | +119+2.2% | Added |
| Hartford Financial Management Inc. | 5,549 | $325.0K | 0.08% | −84−1.5% | Reduced |
| Bristlecone Advisors, LLC | 5,551 | $325.0K | 0.04% | +1,084+24.3% | Added |
| Evercore Wealth Management, LLC | 5,580 | $326.0K | 0.01% | 00.0% | Unchanged |
| Putnam Investments LLC | 5,635 | $330.0K | 0.00% | −49−0.9% | Reduced |
| Independent Investors Inc | 5,657 | $331.0K | 0.07% | −500−8.1% | Reduced |
| HHM Wealth Advisors, LLC | 5,685 | $333.0K | 0.08% | −424−6.9% | Reduced |
| Insight Advisors, LLC | 5,710 | $334.0K | 0.10% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,702 | $334.0K | 0.06% | −18−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 5,703 | $334.0K | 0.27% | −17−0.3% | Reduced |
| Berkshire Asset Management LLC | 5,743 | $336.0K | 0.02% | +1,587+38.2% | Added |
| Holistic Financial Partners | 5,773 | $338.0K | 0.20% | −6−0.1% | Reduced |
| Lebenthal Global Advisors, LLC | 5,775 | $338.0K | 0.14% | +5,775 | New |
| Wrapmanager Inc | 5,792 | $339.0K | 0.08% | +38+0.7% | Added |
| Ameritas Advisory Services, LLC | 5,827 | $341.0K | 0.01% | +5,827 | New |
| CVA Family Office, LLC | 5,870 | $344.0K | 0.09% | +4,252+262.8% | Added |
| Eagle Harbor Asset Management Inc | 5,899 | $345.4K | 0.46% | +5,899 | New |
| Belpointe Asset Management LLC | 5,951 | $349.0K | 0.02% | +221+3.9% | Added |
| Parkside Financial Bank & Trust | 5,970 | $350.0K | 0.09% | −968−14.0% | Reduced |
| EPG Wealth Management LLC | 5,984 | $350.0K | 0.12% | +219+3.8% | Added |
| Tandem Capital Management Corp | 6,036 | $353.0K | 0.20% | +10+0.2% | Added |
| Integrated Advisors Network LLC | 6,038 | $354.0K | 0.02% | +6,038 | New |
| Veracity Capital LLC | 6,062 | $355.0K | 0.14% | +30.0% | Added |
| Ferris Capital, LLC | 6,116 | $358.0K | 0.08% | 00.0% | Unchanged |
| Renasant Bank | 6,120 | $358.0K | 0.24% | +887+17.0% | Added |
| Glen Eagle Advisors, LLC | 6,130 | $358.9K | 0.09% | −585−8.7% | Reduced |
| Neo Ivy Capital Management | 6,126 | $359.0K | 0.52% | +2,796+84.0% | Added |
| Sound View Wealth Advisors Group, LLC | 6,174 | $361.0K | 0.07% | −1,550−20.1% | Reduced |
| Paragon Capital Management LLC | 6,177 | $362.0K | 0.18% | −21−0.3% | Reduced |
| ASB Consultores, LLC | 6,181 | $362.0K | 0.18% | +6,181 | New |
| CoreCap Advisors, LLC | 6,200 | $363.0K | 0.02% | +6,200 | New |
| Cassady Schiller Wealth Management, LLC | 6,196 | $363.0K | 0.22% | +6,196 | New |
| Barings LLC | 6,238 | $365.0K | 0.01% | −871−12.3% | Reduced |
| GraniteShares Advisors LLC | 6,238 | $365.0K | 0.17% | +6,238 | New |
| Quadrant Private Wealth Management, LLC | 6,243 | $366.0K | 0.14% | 00.0% | Unchanged |