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 |
|---|---|---|---|---|---|
| Connors Investor Services Inc | 6,335 | $370.0K | 0.04% | +15+0.2% | Added |
| Emfo, LLC | 6,315 | $370.0K | 0.33% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 6,342 | $371.0K | 0.27% | −1,164−15.5% | Reduced |
| Meridian Financial Partners LLC | 5,738 | $371.0K | 0.25% | −100−1.7% | Reduced |
| Arete Wealth Advisors, LLC | 6,187 | $371.0K | 0.03% | +1,607+35.1% | Added |
| First Command Financial Services, Inc. | 6,362 | $372.0K | 0.05% | −570−8.2% | Reduced |
| Hollencrest Capital Management | 6,364 | $373.0K | 0.03% | +43+0.7% | Added |
| Doyle Wealth Management | 6,395 | $374.0K | 0.03% | −556−8.0% | Reduced |
| Occidental Asset Management, LLC | 6,391 | $374.0K | 0.09% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 6,400 | $374.0K | 0.03% | +6,400 | New |
| Centaurus Financial, Inc. | 6,444 | $377.0K | 0.03% | +375+6.2% | Added |
| Carson Advisory Inc. | 6,479 | $379.0K | 0.38% | +6,479 | New |
| 1620 Investment Advisors, Inc. | 6,520 | $382.0K | 0.43% | +6,520 | New |
| Benin Management CORP | 6,578 | $385.0K | 0.12% | −300−4.4% | Reduced |
| Illinois Municipal Retirement Fund | 6,574 | $385.0K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 6,572 | $385.0K | 0.04% | +6,572 | New |
| Annapolis Financial Services, LLC | 6,620 | $388.0K | 0.12% | −2,659−28.7% | Reduced |
| Abundance Wealth Counselors | 6,622 | $388.0K | 0.10% | +6,622 | New |
| Cornerstone Management, Inc. | 6,638 | $388.7K | 0.11% | −8,314−55.6% | Reduced |
| Grove Bank & Trust | 6,672 | $391.0K | 0.07% | +1,247+23.0% | Added |
| ARGI Investment Services, LLC | 6,715 | $393.0K | 0.01% | +14+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 6,710 | $393.0K | 0.03% | +210+3.2% | Added |
| MainStreet Investment Advisors LLC | 6,719 | $393.0K | 0.03% | +760+12.8% | Added |
| Lindbrook Capital, LLC | 6,729 | $394.0K | 0.06% | +2,028+43.1% | Added |
| Graypoint LLC | 6,746 | $395.0K | 0.04% | +30.0% | Added |
| Oakworth Capital, Inc. | 6,753 | $395.0K | 0.03% | +1,275+23.3% | Added |
| TCWP LLC | 6,766 | $396.0K | 0.08% | +6,766 | New |
| Goepper Burkhardt LLC | 6,786 | $397.0K | 0.24% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 6,772 | $397.0K | 0.07% | +352+5.5% | Added |
| Hamilton Point Investment Advisors, LLC | 6,773 | $397.0K | 0.09% | +6,773 | New |
| Sage Mountain Advisors LLC | 6,798 | $398.0K | 0.05% | −2,138−23.9% | Reduced |
| Fieldpoint Private Securities, LLC | 6,856 | $401.0K | 0.08% | −272−3.8% | Reduced |
| Titleist Asset Management, Ltd. | 6,852 | $401.0K | 0.08% | +6,852 | New |
| IFG Advisory, LLC | 6,881 | $402.0K | 0.04% | +668+10.8% | Added |
| Ellevest, Inc. | 6,860 | $402.0K | 0.04% | +994+16.9% | Added |
| Stony Point Wealth Management Inc. | 6,879 | $403.0K | 0.21% | +13+0.2% | Added |
| Woodward Diversified Capital, LLC | 6,915 | $405.0K | 0.24% | +819+13.4% | Added |
| Index Fund Advisors, Inc. | 6,912 | $405.0K | 0.03% | +6,912 | New |
| First Command Bank | 6,932 | $406.0K | 0.07% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6,945 | $407.0K | 0.06% | +6,000+634.9% | Added |
| Evergreen Capital Management LLC | 6,975 | $408.0K | 0.02% | +667+10.6% | Added |
| Aua Capital Management, LLC | 6,985 | $409.0K | 0.24% | +150+2.2% | Added |
| Vigilant Capital Management, LLC | 6,981 | $409.0K | 0.03% | +6,677+2,196.4% | Added |
| Echo Street Capital Management LLC | 7,000 | $410.0K | 0.00% | +7,000 | New |
| McKinley Carter Wealth Services, Inc. | 7,030 | $412.0K | 0.03% | +7,030 | New |
| Smithfield Trust Co | 7,016 | $413.0K | 0.03% | −15−0.2% | Reduced |
| Mill Capital Management, LLC | 7,064 | $414.0K | 0.04% | +7,064 | New |
| Canton Hathaway, LLC | 7,081 | $415.0K | 0.11% | 00.0% | Unchanged |
| Select Asset Management & Trust | 7,097 | $416.0K | 0.28% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 7,145 | $418.0K | 0.10% | −10−0.1% | Reduced |
| Pinnacle Holdings, LLC | 7,143 | $418.2K | 0.18% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 7,208 | $422.0K | 0.06% | −208−2.8% | Reduced |
| BSW Wealth Partners | 7,211 | $422.0K | 0.11% | −81−1.1% | Reduced |
| Nwam LLC | 7,204 | $422.0K | 0.03% | +445+6.6% | Added |
| Congress Wealth Management LLC | 7,247 | $424.0K | 0.01% | +7,247 | New |
| Signature Estate & Investment Advisors LLC | 7,272 | $426.0K | 0.02% | −214−2.9% | Reduced |
| Fortress Wealth Group, LLC | 6,501 | $426.0K | 0.32% | +409+6.7% | Added |
| Augustine Asset Management Inc | 7,292 | $427.0K | 0.21% | −115−1.6% | Reduced |
| Resource Planning Group | 7,295 | $427.0K | 0.29% | 00.0% | Unchanged |
| Stevens Capital Management LP | 7,291 | $427.0K | 0.10% | +7,291 | New |
| Strategic Blueprint, LLC | 7,313 | $428.0K | 0.05% | +1,184+19.3% | Added |
| Washington Capital Management Inc | 7,321 | $428.6K | 0.35% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 7,349 | $430.0K | 0.01% | +1,630+28.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 7,390 | $432.0K | 0.00% | −20,148−73.2% | Reduced |
| Tradewinds, LLC. | 11,800 | $435.7K | 0.51% | +11,800 | New |
| AdvisorNet Financial, Inc | 7,448 | $436.0K | 0.03% | +195+2.7% | Added |
| Contravisory Investment Management, Inc. | 7,541 | $442.0K | 0.12% | +959+14.6% | Added |
| Affinity Wealth Management LLC | 6,760 | $442.0K | 0.09% | +490+7.8% | Added |
| Braun-Bostich & Associates Inc. | 6,760 | $442.0K | 0.11% | +6,760 | New |
| Naples Global Advisors, LLC | 7,567 | $443.0K | 0.05% | +12+0.2% | Added |
| Gemmer Asset Management LLC | 7,591 | $444.0K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,602 | $445.0K | 0.27% | +12+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 7,610 | $446.0K | 0.06% | 00.0% | Unchanged |
| Systematic Financial Management LP | 7,659 | $448.0K | 0.01% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 7,670 | $449.0K | 0.03% | −399−4.9% | Reduced |
| Curbstone Financial Management Corp | 7,662 | $449.0K | 0.08% | −76−1.0% | Reduced |
| Quadrant Capital Group LLC | 7,670 | $449.0K | 0.05% | +58+0.8% | Added |
| Wagner Wealth Management, LLC | 7,715 | $452.0K | 0.35% | +11+0.1% | Added |
| Davis R M Inc | 7,792 | $456.0K | 0.01% | −240−3.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,784 | $456.0K | 0.13% | +1,707+28.1% | Added |
| Millennium Capital Advisors, LLC | 7,800 | $456.7K | 0.36% | +7,800 | New |
| Gilbert & Cook, Inc. | 7,807 | $457.0K | 0.07% | +280+3.7% | Added |
| Western Wealth Management, LLC | 7,859 | $458.0K | 0.05% | +7,859 | New |
| Good Life Advisors, LLC | 7,838 | $459.0K | 0.06% | +163+2.1% | Added |
| ACG Wealth | 7,861 | $460.0K | 0.07% | +44+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,974 | $467.0K | 0.09% | +449+6.0% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $468.0K | 0.01% | 00.0% | Unchanged |
| Madison Wealth Management | 7,988 | $468.0K | 0.09% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 7,989 | $468.0K | 0.16% | +7,989 | New |
| D. Scott Neal, Inc. | 8,064 | $472.0K | 0.18% | 00.0% | Unchanged |
| Montecito Bank & Trust | 8,096 | $474.0K | 0.08% | −140−1.7% | Reduced |
| Xcel Wealth Management, LLC | 8,121 | $475.0K | 0.12% | +153+1.9% | Added |
| Family Legacy, Inc. | 7,265 | $477.0K | 0.20% | +702+10.7% | Added |
| Ballew Advisors, Inc | 7,127 | $480.0K | 0.33% | 00.0% | Unchanged |
| Day & Ennis, LLC | 8,212 | $481.0K | 0.16% | −1,295−13.6% | Reduced |
| Birmingham Capital Management Co Inc | 8,209 | $481.0K | 0.17% | 00.0% | Unchanged |
| Oak Thistle LLC | 8,205 | $481.0K | 0.37% | +8,205 | New |
| Horizon Financial Services, LLC | 8,230 | $481.9K | 0.29% | −320−3.7% | Reduced |
| Engineers Gate Manager LP | 8,250 | $483.0K | 0.02% | +3,355+68.5% | Added |
| Quest Capital Management Inc | 8,290 | $485.0K | 0.08% | −1,291−13.5% | Reduced |