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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 14,964 | $946.0K | 0.02% | +2,218+17.4% | Added |
| Assenagon Asset Management S.A. | 16,392 | $960.0K | 0.00% | −337−2.0% | Reduced |
| BHK Investment Advisors, LLC | 16,493 | $966.0K | 0.38% | −765−4.4% | Reduced |
| SeaBridge Investment Advisors LLC | 16,519 | $967.0K | 0.31% | −1,527−8.5% | Reduced |
| Fiduciary Group LLC | 16,655 | $975.0K | 0.11% | −642−3.7% | Reduced |
| Trustcore Financial Services, LLC | 16,930 | $991.0K | 0.11% | +608+3.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,962 | $993.0K | 0.15% | −395−2.3% | Reduced |
| Gabelli Funds LLC | 17,000 | $995.0K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 17,012 | $996.0K | 0.04% | −369−2.1% | Reduced |
| Industrial Alliance Investment Management Inc. | 17,216 | $1.01M | 0.02% | +17,216 | New |
| Brighton Jones LLC | 17,282 | $1.01M | 0.05% | +1,164+7.2% | Added |
| FLC Capital Advisors | 17,277 | $1.01M | 0.28% | +1,875+12.2% | Added |
| Lakeview Capital Partners, LLC | 17,345 | $1.02M | 0.59% | −382−2.2% | Reduced |
| Wedbush Securities Inc | 17,354 | $1.02M | 0.04% | +1,893+12.2% | Added |
| Leisure Capital Management | 17,375 | $1.02M | 0.47% | +1,213+7.5% | Added |
| Nicolet Bankshares Inc | 17,416 | $1.02M | 0.22% | +1,737+11.1% | Added |
| Texas Yale Capital Corp. | 17,475 | $1.02M | 0.05% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 17,601 | $1.03M | 0.97% | +17,601 | New |
| Exencial Wealth Advisors, LLC | 17,649 | $1.03M | 0.05% | +4,015+29.4% | Added |
| Lido Advisors, LLC | 17,663 | $1.03M | 0.02% | +413+2.4% | Added |
| Douglass Winthrop Advisors, LLC | 17,725 | $1.04M | 0.02% | −23−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 18,124 | $1.06M | 0.04% | −471−2.5% | Reduced |
| Salomon & Ludwin, LLC | 18,260 | $1.07M | 0.15% | +228+1.3% | Added |
| TD Ameritrade Investment Management, LLC | 18,287 | $1.07M | 0.01% | +212+1.2% | Added |
| Novare Capital Management LLC | 18,311 | $1.07M | 0.11% | +1,618+9.7% | Added |
| First Bank & Trust | 18,348 | $1.07M | 0.45% | +8,178+80.4% | Added |
| Orion Portfolio Solutions, LLC | 18,382 | $1.08M | 0.04% | +1,433+8.5% | Added |
| Summit Financial Group Inc | 18,414 | $1.08M | 0.35% | +5,000+37.3% | Added |
| Marcum Wealth, LLC | 18,423 | $1.08M | 0.15% | +93+0.5% | Added |
| Adams Chetwood Wealth Management LLC | 18,492 | $1.08M | 0.74% | −532−2.8% | Reduced |
| Investment Management of Virginia LLC | 18,504 | $1.08M | 0.17% | +355+2.0% | Added |
| Jacobi Capital Management LLC | 18,533 | $1.08M | 0.13% | +954+5.4% | Added |
| Gotham Asset Management, LLC | 18,539 | $1.08M | 0.04% | +9,683+109.3% | Added |
| CSS LLC | 18,618 | $1.09M | 0.05% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 18,690 | $1.09M | 0.15% | −28,468−60.4% | Reduced |
| Paradigm Asset Management Co LLC | 18,733 | $1.10M | 0.27% | +1,133+6.4% | Added |
| Shepherd Financial Partners LLC | 18,747 | $1.10M | 0.19% | +1,056+6.0% | Added |
| Apollon Wealth Management, LLC | 18,907 | $1.11M | 0.09% | +12,339+187.9% | Added |
| Beacon Pointe Advisors, LLC | 18,989 | $1.11M | 0.03% | −1,329−6.5% | Reduced |
| Quadrature Capital Ltd | 19,220 | $1.13M | 0.06% | +19,220 | New |
| Boston Trust Walden Corp | 19,279 | $1.13M | 0.01% | −1,164−5.7% | Reduced |
| Franklin Street Advisors Inc | 19,371 | $1.13M | 0.09% | +794+4.3% | Added |
| Gladstone Institutional Advisory LLC | 19,393 | $1.14M | 0.09% | −2,630−11.9% | Reduced |
| Centiva Capital, LP | 19,384 | $1.14M | 0.07% | +2,775+16.7% | Added |
| Bank Ozk | 19,433 | $1.14M | 0.46% | −100−0.5% | Reduced |
| Legacy Financial Advisors, Inc. | 19,555 | $1.15M | 0.26% | +24+0.1% | Added |
| Waldron Private Wealth LLC | 19,662 | $1.15M | 0.06% | +279+1.4% | Added |
| Vestcor Inc | 19,681 | $1.15M | 0.04% | −140−0.7% | Reduced |
| Enterprise Financial Services Corp | 19,743 | $1.16M | 0.18% | −46,473−70.2% | Reduced |
| Sheets Smith Wealth Management | 19,749 | $1.16M | 0.14% | +93+0.5% | Added |
| Panagora Asset Management Inc | 19,772 | $1.16M | 0.01% | −8,570−30.2% | Reduced |
| Taylor Hoffman Wealth Management | 19,981 | $1.17M | 0.45% | +355+1.8% | Added |
| Pensionfund DSM Netherlands | 20,000 | $1.17M | 0.13% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20,097 | $1.18M | 0.08% | −159−0.8% | Reduced |
| Seeyond | 20,148 | $1.18M | 0.11% | −245−1.2% | Reduced |
| MAS Advisors LLC | 20,266 | $1.19M | 0.87% | +20,266 | New |
| Point72 Hong Kong Ltd | 20,319 | $1.19M | 0.10% | −114,678−84.9% | Reduced |
| Greenspring Advisors, LLC | 20,358 | $1.19M | 0.31% | +20,358 | New |
| SG Americas Securities, LLC | 20,400 | $1.19M | 0.01% | −12,572−38.1% | Reduced |
| West Paces Advisors Inc. | 20,427 | $1.20M | 0.37% | +1,581+8.4% | Added |
| City Holding Co | 19,285 | $1.20M | 0.20% | −3,703−16.1% | Reduced |
| Selective Wealth Management, Inc. | 20,617 | $1.21M | 0.49% | −100−0.5% | Reduced |
| Empirical Finance, LLC | 20,656 | $1.21M | 0.14% | +3,633+21.3% | Added |
| Mirova | 20,728 | $1.21M | 0.15% | +2,348+12.8% | Added |
| Trexquant Investment LP | 20,918 | $1.23M | 0.08% | +20,918 | New |
| Simmons Bank | 20,959 | $1.23M | 0.09% | −486−2.3% | Reduced |
| Pitcairn Co | 21,030 | $1.23M | 0.08% | −360−1.7% | Reduced |
| Brookstone Capital Management | 18,972 | $1.23M | 0.02% | +330+1.8% | Added |
| Capital City Trust Co | 21,141 | $1.24M | 0.35% | −1,267−5.7% | Reduced |
| Woodmont Investment Counsel LLC | 21,250 | $1.24M | 0.16% | −1,008−4.5% | Reduced |
| Compton Capital Management Inc | 21,288 | $1.25M | 0.32% | −375−1.7% | Reduced |
| Ballast, Inc. | 21,372 | $1.25M | 0.49% | +30.0% | Added |
| Mutual Advisors, LLC | 21,444 | $1.26M | 0.07% | +480+2.3% | Added |
| Argent Advisors, Inc. | 21,454 | $1.26M | 0.68% | +1,448+7.2% | Added |
| Stratos Wealth Advisors, LLC | 21,473 | $1.26M | 0.09% | −1,472−6.4% | Reduced |
| Bard Financial Services, Inc. | 21,505 | $1.26M | 0.10% | −7,425−25.7% | Reduced |
| Cetera Advisors LLC | 21,586 | $1.26M | 0.03% | +164+0.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,625 | $1.27M | 0.56% | +930+4.5% | Added |
| Widmann Financial Services, Inc. | 21,700 | $1.27M | 1.05% | +21,700 | New |
| LSV Asset Management | 21,700 | $1.27M | 0.00% | +21,700 | New |
| Atticus Wealth Management, LLC | 21,881 | $1.28M | 0.50% | −569−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,959 | $1.28M | 0.01% | −25,829−54.0% | Reduced |
| Copeland Capital Management, LLC | 21,981 | $1.29M | 0.03% | −409−1.8% | Reduced |
| Searle & Co. | 22,000 | $1.29M | 0.47% | −100−0.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 22,053 | $1.29M | 0.10% | +22,053 | New |
| Aprio Wealth Management, LLC | 22,131 | $1.30M | 0.54% | −647−2.8% | Reduced |
| Vontobel Holding Ltd. | 22,213 | $1.30M | 0.01% | +9,803+79.0% | Added |
| IndexIQ Advisors LLC | 22,199 | $1.30M | 0.04% | −1,035−4.5% | Reduced |
| IBM Retirement Fund | 22,316 | $1.31M | 0.16% | −15,673−41.3% | Reduced |
| Park Avenue Securities LLC | 22,387 | $1.31M | 0.02% | +2,213+11.0% | Added |
| Dynamic Advisor Solutions LLC | 22,603 | $1.32M | 0.09% | +3,642+19.2% | Added |
| Prospera Financial Services Inc | 22,620 | $1.32M | 0.06% | +4,797+26.9% | Added |
| Arvest Trust Co N A | 22,639 | $1.33M | 0.07% | +22,639 | New |
| Altavista Wealth Management, Inc. | 22,684 | $1.33M | 0.27% | +363+1.6% | Added |
| We Are One Seven, LLC | 22,881 | $1.34M | 0.14% | +2,846+14.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 22,976 | $1.34M | 0.06% | −15−0.1% | Reduced |
| NVWM, LLC | 23,028 | $1.35M | 0.42% | +7,575+49.0% | Added |
| Mission Creek Capital Partners, Inc. | 23,058 | $1.35M | 0.27% | −356−1.5% | Reduced |
| Princeton Global Asset Management LLC | 23,079 | $1.35M | 0.38% | −415−1.8% | Reduced |
| Modera Wealth Management, LLC | 23,186 | $1.36M | 0.05% | +6,276+37.1% | Added |