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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 11,494 | $673.0K | 0.04% | +11,494 | New |
| Metis Global Partners, LLC | 11,635 | $681.0K | 0.19% | +11,635 | New |
| Sculati Wealth Management, LLC | 11,659 | $683.0K | 0.33% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 11,633 | $687.0K | 0.13% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,745 | $688.0K | 0.02% | −221−1.8% | Reduced |
| Assetmark, Inc | 11,791 | $690.0K | 0.00% | +3,445+41.3% | Added |
| Eads & Heald Wealth Management | 11,802 | $691.0K | 0.30% | +601+5.4% | Added |
| Forbes Financial Planning, Inc. | 11,800 | $691.0K | 0.68% | +11,800 | New |
| Asset Dedication, LLC | 11,807 | $693.0K | 0.08% | −139−1.2% | Reduced |
| ETF Managers Group, LLC | 11,847 | $693.0K | 0.01% | +564+5.0% | Added |
| Smith Chas P & Associates Pa Cpas | 11,848 | $694.0K | 0.05% | +40.0% | Added |
| Conning Inc. | 11,861 | $694.0K | 0.02% | +1,298+12.3% | Added |
| Outlook Wealth Advisors, LLC | 11,883 | $696.0K | 0.20% | +274+2.4% | Added |
| Radnor Capital Management, LLC | 11,918 | $698.0K | 0.17% | −450−3.6% | Reduced |
| Rede Wealth, LLC | 11,946 | $699.0K | 0.35% | −18,331−60.5% | Reduced |
| Lumature Wealth Partners, LLC | 12,024 | $704.0K | 0.27% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 12,089 | $708.0K | 0.25% | +12,089 | New |
| Burke & Herbert Bank & Trust Co | 12,102 | $709.0K | 0.42% | −29−0.2% | Reduced |
| Jackson Square Capital, LLC | 12,112 | $709.0K | 0.20% | +1,761+17.0% | Added |
| Gratus Capital LLC | 12,254 | $717.0K | 0.07% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 12,283 | $719.0K | 0.08% | +2,212+22.0% | Added |
| Keebeck Alpha, LP | 12,280 | $719.0K | 0.26% | +4,005+48.4% | Added |
| Sargent Bickham Lagudis LLC | 12,300 | $720.0K | 0.05% | +457+3.9% | Added |
| Van Leeuwen & Company, LLC | 12,330 | $722.0K | 0.40% | −157−1.3% | Reduced |
| HBK Sorce Advisory LLC | 12,323 | $722.0K | 0.04% | +206+1.7% | Added |
| American National Insurance Co | 12,370 | $724.0K | 0.16% | −73,235−85.5% | Reduced |
| Successful Portfolios LLC | 12,380 | $725.0K | 0.39% | +145+1.2% | Added |
| Bartlett & Co. LLC | 12,442 | $728.0K | 0.01% | −1,501−10.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12,442 | $728.5K | 0.01% | −1,501−10.8% | Reduced |
| First Manhattan Co | 12,472 | $730.0K | 0.00% | +4,603+58.5% | Added |
| EverSource Wealth Advisors, LLC | 12,472 | $731.0K | 0.20% | +12,472 | New |
| Heron Financial Group, LLC | 11,483 | $735.0K | 0.40% | −85−0.7% | Reduced |
| NorthRock Partners, LLC | 12,581 | $737.0K | 0.06% | +2,213+21.3% | Added |
| Pathway Financial Advisors LLC | 11,864 | $745.0K | 0.27% | +11,864 | New |
| Carnegie Capital Asset Management, LLC | 12,756 | $747.0K | 0.02% | +1,525+13.6% | Added |
| Woodard & Co Asset Management Group Inc | 12,780 | $748.0K | 0.35% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 12,884 | $754.0K | 0.75% | +12,884 | New |
| Savant Capital, LLC | 12,903 | $755.0K | 0.02% | +945+7.9% | Added |
| Westhampton Capital, LLC | 12,952 | $758.0K | 0.46% | −37−0.3% | Reduced |
| Chilton Investment Co LLC | 12,950 | $758.0K | 0.02% | 00.0% | Unchanged |
| Allen Investment Management LLC | 12,950 | $758.0K | 0.01% | +12,950 | New |
| Legacy Wealth Management, LLC | 12,972 | $759.5K | 0.39% | +67+0.5% | Added |
| Court Place Advisors, LLC | 13,020 | $762.0K | 0.21% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 13,016 | $762.0K | 0.44% | 00.0% | Unchanged |
| Trust Asset Management LLC | 13,026 | $763.0K | 0.09% | 00.0% | Unchanged |
| WBH Advisory Inc | 13,028 | $763.0K | 0.09% | +320+2.5% | Added |
| Proequities, Inc. | 13,061 | $765.0K | 0.04% | −21−0.2% | Reduced |
| IHT Wealth Management, LLC | 13,078 | $766.0K | 0.06% | +377+3.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $768.0K | 0.23% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 13,231 | $775.0K | 0.49% | −500−3.6% | Reduced |
| Dowling & Yahnke LLC | 13,246 | $776.0K | 0.04% | −190−1.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 13,270 | $777.0K | 0.12% | −920−6.5% | Reduced |
| Pearl River Capital, LLC | 13,366 | $783.0K | 0.21% | +13,366 | New |
| Hancock Whitney Corp | 13,393 | $785.0K | 0.02% | −161−1.2% | Reduced |
| Fractal Investments LLC | 13,403 | $785.0K | 0.27% | +13,403 | New |
| Equitable Holdings, Inc. | 13,542 | $793.0K | 0.01% | +21+0.2% | Added |
| Brown Advisory Securities, LLC | 13,458 | $793.0K | 0.34% | +300+2.3% | Added |
| CAPROCK Group, Inc. | 13,565 | $794.0K | 0.07% | +1,735+14.7% | Added |
| Norway Savings Bank | 13,603 | $796.0K | 0.35% | −131−1.0% | Reduced |
| Edge Capital Group, LLC | 13,595 | $796.0K | 0.06% | +1,313+10.7% | Added |
| Monte Financial Group, LLC | 13,644 | $799.0K | 0.42% | −1,072−7.3% | Reduced |
| Rehmann Capital Advisory Group | 13,694 | $801.8K | 0.07% | −120−0.9% | Reduced |
| New England Asset Management Inc | 13,690 | $802.0K | 0.01% | −750−5.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,696 | $802.0K | 0.06% | +1,236+9.9% | Added |
| Valeo Financial Advisors, LLC | 13,750 | $805.0K | 0.04% | +1,109+8.8% | Added |
| Wealth Alliance Advisory Group, LLC | 13,773 | $806.0K | 0.35% | +96+0.7% | Added |
| Northwest Bancshares, Inc. | 13,810 | $809.0K | 0.16% | 00.0% | Unchanged |
| S&CO Inc | 13,894 | $813.0K | 0.06% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 13,764 | $813.0K | 0.14% | +13,764 | New |
| Farmers Trust Co | 13,907 | $814.0K | 0.17% | −397−2.8% | Reduced |
| Lindenwold Advisors | 13,915 | $815.0K | 0.48% | +13,915 | New |
| Voya Financial Advisors, Inc. | 13,967 | $817.0K | 0.09% | −621−4.3% | Reduced |
| Clarius Group, LLC | 14,134 | $828.0K | 0.07% | +314+2.3% | Added |
| Community Trust & Investment Co | 14,175 | $830.0K | 0.06% | −61−0.4% | Reduced |
| Hilltop Holdings Inc. | 14,302 | $837.0K | 0.09% | +1,733+13.8% | Added |
| Citizens Financial Group Inc | 14,407 | $844.0K | 0.03% | +88+0.6% | Added |
| Buckingham Strategic Partners | 14,422 | $844.0K | 0.18% | +14,422 | New |
| Ramiah Investment Group | 14,441 | $845.5K | 0.57% | −243−1.7% | Reduced |
| BT Wealth Management LLC | 14,542 | $851.0K | 0.23% | +2,864+24.5% | Added |
| Private Trust Co NA | 14,569 | $853.0K | 0.12% | −355−2.4% | Reduced |
| Mayfair Advisory Group, LLC | 13,859 | $855.0K | 1.13% | 00.0% | Unchanged |
| Caldwell Trust Co | 14,725 | $862.1K | 0.10% | +181+1.2% | Added |
| Clear Street Markets LLC | 14,840 | $869.0K | 0.08% | +14,840 | New |
| Raleigh Capital Management Inc. | 15,020 | $879.0K | 0.90% | +15,020 | New |
| Fort Sheridan Advisors LLC | 15,064 | $882.0K | 0.25% | +515+3.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 14,013 | $882.0K | 0.57% | +14,013 | New |
| Oak Associates, Ltd | 15,114 | $885.0K | 0.05% | −13−0.1% | Reduced |
| Galibier Capital Management Ltd. | 15,147 | $887.0K | 0.13% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15,103 | $888.0K | 0.02% | +300+2.0% | Added |
| Resources Management Corp | 15,200 | $890.0K | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 15,256 | $893.0K | 0.03% | +8,056+111.9% | Added |
| Altium Wealth Management LLC | 15,278 | $895.0K | 0.06% | +2,189+16.7% | Added |
| Schechter Investment Advisors, LLC | 15,325 | $897.0K | 0.08% | +15,325 | New |
| Linker Capital Management Inc. | 15,529 | $909.0K | 0.87% | +15,529 | New |
| Greenleaf Trust | 15,562 | $911.0K | 0.01% | +1,028+7.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,674 | $918.0K | 0.49% | +483+3.2% | Added |
| Canal Capital Management, LLC | 15,770 | $923.0K | 0.22% | +11+0.1% | Added |
| Marino, Stram & Associates LLC | 15,916 | $932.0K | 0.29% | +459+3.0% | Added |
| Parallel Advisors, LLC | 15,923 | $932.0K | 0.03% | +762+5.0% | Added |
| Israel Discount Bank of New York | 16,056 | $941.0K | 0.58% | −500−3.0% | Reduced |