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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 8,285 | $485.0K | 0.07% | −1,070−11.4% | Reduced |
| Gateway Investment Advisers LLC | 8,276 | $485.0K | 0.00% | −995−10.7% | Reduced |
| Intrua Financial, LLC | 8,311 | $487.0K | 0.09% | +6+0.1% | Added |
| Arkadios Wealth Advisors | 8,330 | $488.0K | 0.07% | +2,411+40.7% | Added |
| Ambassador Advisors, LLC | 8,420 | $493.0K | 0.09% | −523−5.8% | Reduced |
| Peoples Bank | 8,430 | $493.0K | 0.24% | −218−2.5% | Reduced |
| Verus Financial Partners, Inc. | 8,440 | $494.0K | 0.07% | −382−4.3% | Reduced |
| Cim Investment Mangement Inc | 8,458 | $495.0K | 0.15% | −198−2.3% | Reduced |
| Collective Family Office LLC | 8,492 | $497.0K | 0.20% | −1,048−11.0% | Reduced |
| SevenBridge Financial Group, LLC | 8,502 | $498.0K | 0.15% | −20.0% | Reduced |
| Kingfisher Capital LLC | 8,517 | $499.0K | 0.12% | +29+0.3% | Added |
| H. L. Ormond & Company, LLC | 7,570 | $499.0K | 0.58% | +7,570 | New |
| Institute for Wealth Management, LLC. | 8,545 | $500.0K | 0.08% | −18−0.2% | Reduced |
| Reuter James Wealth Management, LLC | 8,538 | $500.0K | 0.19% | +8,538 | New |
| NewSquare Capital LLC | 8,557 | $501.0K | 0.05% | 00.0% | Unchanged |
| Maven Securities LTD | 8,566 | $502.0K | 0.06% | +8,566 | New |
| Meristem Family Wealth, LLC | 8,596 | $503.0K | 0.04% | −2,300−21.1% | Reduced |
| Abacus Planning Group, Inc. | 8,586 | $503.0K | 0.13% | +1,414+19.7% | Added |
| Snowden Capital Advisors LLC | 8,617 | $504.0K | 0.03% | −18,945−68.7% | Reduced |
| Berkeley Capital Partners, LLC | 8,630 | $505.0K | 0.21% | +2,027+30.7% | Added |
| Procyon Private Wealth Partners, LLC | 8,699 | $509.0K | 0.11% | +622+7.7% | Added |
| Vident Investment Advisory, LLC | 8,757 | $512.0K | 0.01% | −73−0.8% | Reduced |
| American Research & Management Co. | 8,755 | $513.0K | 0.11% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 8,812 | $515.0K | 0.21% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 8,783 | $515.0K | 0.08% | 00.0% | Unchanged |
| National Bank of Canada | 8,800 | $515.0K | 0.00% | +8,800 | New |
| Oxford Financial Group Ltd | 8,950 | $524.0K | 0.06% | +437+5.1% | Added |
| Simon Quick Advisors, LLC | 9,026 | $528.0K | 0.14% | +7,836+658.5% | Added |
| Mountain Pacific Investment Advisers Inc | 9,051 | $530.0K | 0.03% | −388−4.1% | Reduced |
| Hayek Kallen Investment Management | 9,047 | $530.0K | 0.19% | +9,047 | New |
| FSB Premier Wealth Management, Inc. | 9,111 | $533.0K | 0.22% | −1,309−12.6% | Reduced |
| Parthenon LLC | 9,112 | $534.0K | 0.07% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 9,132 | $535.0K | 0.03% | 00.0% | Unchanged |
| Engine No. 1 LLC | 9,136 | $535.0K | 0.11% | +1,938+26.9% | Added |
| Fiducient Advisors LLC | 9,211 | $539.0K | 0.16% | +137+1.5% | Added |
| Cassia Capital Partners, LLC | 9,218 | $540.0K | 0.36% | +9,218 | New |
| 180 Wealth Advisors, LLC | 8,848 | $544.0K | 0.12% | −328−3.6% | Reduced |
| American National Registered Investment Advisor, Inc. | 9,338 | $547.0K | 0.18% | −20.0% | Reduced |
| Essex Financial Services, Inc. | 9,413 | $551.0K | 0.05% | +9,413 | New |
| Koshinski Asset Management, Inc. | 9,417 | $551.4K | 0.04% | −437−4.4% | Reduced |
| Crawford Investment Counsel Inc | 9,425 | $552.0K | 0.01% | −936−9.0% | Reduced |
| Aspiriant, LLC | 9,438 | $553.0K | 0.03% | −2,291−19.5% | Reduced |
| Horizon Investments, LLC | 9,525 | $554.0K | 0.02% | +775+8.9% | Added |
| NBT Bank N A | 9,555 | $559.0K | 0.07% | −409−4.1% | Reduced |
| Andesa Financial Management Inc. | 9,631 | $564.0K | 0.28% | +413+4.5% | Added |
| 1st Source Bank | 9,682 | $567.0K | 0.03% | +102+1.1% | Added |
| Personal Capital Advisors Corp | 10,183 | $573.0K | 0.00% | +810+8.6% | Added |
| Virtue Capital Management, LLC | 9,903 | $580.0K | 0.09% | −591−5.6% | Reduced |
| Wellington Shields Capital Management, LLC | 9,975 | $584.0K | 0.07% | +2,725+37.6% | Added |
| Segall Bryant & Hamill, LLC | 9,974 | $585.0K | 0.01% | −1,655−14.2% | Reduced |
| NEXT Financial Group, Inc | 9,992 | $585.0K | 0.04% | +508+5.4% | Added |
| StoneX Group Inc. | 10,007 | $585.9K | 0.07% | +6,247+166.1% | Added |
| American Assets Inc | 10,000 | $586.0K | 0.17% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10,007 | $586.0K | 0.06% | +158+1.6% | Added |
| Sugarloaf Wealth Management, LLC | 10,065 | $589.0K | 0.14% | +9+0.1% | Added |
| Advisory Alpha, LLC | 10,071 | $590.0K | 0.03% | −525−5.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,122 | $593.0K | 0.06% | +118+1.2% | Added |
| Altus Wealth Group LLC | 10,148 | $594.0K | 0.49% | −231−2.2% | Reduced |
| V Wealth Advisors LLC | 10,137 | $594.0K | 0.09% | +10.0% | Added |
| Marks Group Wealth Management, Inc | 10,179 | $594.0K | 0.07% | +1,861+22.4% | Added |
| Guyasuta Investment Advisors Inc | 10,142 | $594.0K | 0.04% | +2,000+24.6% | Added |
| CWM, LLC | 10,138 | $594.0K | 0.00% | +10,138 | New |
| Sigma Planning Corp | 10,178 | $596.0K | 0.02% | −65−0.6% | Reduced |
| Summit Asset Management, LLC | 10,205 | $598.0K | 0.17% | −932−8.4% | Reduced |
| Essex Savings Bank | 10,232 | $599.0K | 0.20% | −14−0.1% | Reduced |
| Covenant Asset Management, LLC | 10,362 | $607.0K | 0.16% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 10,448 | $612.0K | 0.11% | +2,808+36.8% | Added |
| Denali Advisors LLC | 10,500 | $615.0K | 0.23% | −200−1.9% | Reduced |
| EP Wealth Advisors, LLC | 10,580 | $619.0K | 0.01% | −998−8.6% | Reduced |
| WealthTrust Axiom LLC | 10,611 | $621.0K | 0.20% | +120+1.1% | Added |
| MBB Public Markets I LLC | 10,631 | $622.0K | 0.01% | +10,631 | New |
| Evermay Wealth Management LLC | 10,654 | $624.0K | 0.11% | −140−1.3% | Reduced |
| Canandaigua National Corp | 10,679 | $625.0K | 0.09% | −1,470−12.1% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,686 | $626.0K | 0.01% | +44+0.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,722 | $628.0K | 0.21% | +310+3.0% | Added |
| Lake Street Financial LLC | 10,738 | $629.0K | 0.11% | +2,810+35.4% | Added |
| Busey Wealth Management | 10,755 | $630.0K | 0.02% | −743−6.5% | Reduced |
| Main Street Financial Solutions, LLC | 10,768 | $630.0K | 0.09% | −172−1.6% | Reduced |
| CSM Advisors, LLC | 10,791 | $632.0K | 0.04% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 10,791 | $632.0K | 0.10% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 10,832 | $634.0K | 0.28% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 10,828 | $634.0K | 0.04% | +444+4.3% | Added |
| Philadelphia Trust Co | 10,847 | $635.0K | 0.05% | −280−2.5% | Reduced |
| First Commonwealth Financial Corp | 10,944 | $641.0K | 0.21% | +58+0.5% | Added |
| Carolinas Wealth Consulting LLC | 10,949 | $641.0K | 0.14% | +1,241+12.8% | Added |
| HighTower Trust Services, LTA | 10,943 | $641.0K | 0.06% | +10,943 | New |
| Triad Financial Advisors, Inc. | 10,950 | $641.0K | 0.38% | +10,950 | New |
| Live Oak Private Wealth LLC | 10,969 | $642.0K | 0.12% | −6,247−36.3% | Reduced |
| Ballentine Partners, LLC | 10,979 | $643.0K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 10,974 | $643.0K | 0.35% | +10,974 | New |
| Checchi Capital Advisers, LLC | 10,999 | $644.0K | 0.07% | +540+5.2% | Added |
| Coastal Investment Advisors, Inc. | 11,059 | $647.0K | 0.14% | −147−1.3% | Reduced |
| Opus Capital Group, LLC | 11,049 | $647.0K | 0.13% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,092 | $649.0K | 0.04% | −6,700−37.7% | Reduced |
| Marietta Wealth Management, LLC | 11,094 | $650.0K | 0.13% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 11,141 | $651.0K | 0.21% | +64+0.6% | Added |
| Shayne & Co., LLC | 11,184 | $655.0K | 0.35% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 11,223 | $657.0K | 0.00% | +3,623+47.7% | Added |
| Cypress Capital Group | 11,310 | $662.0K | 0.08% | −2,135−15.9% | Reduced |
| Biltmore Family Office, LLC | 11,307 | $662.0K | 0.13% | +333+3.0% | Added |