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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 23,217 | $1.36M | 0.12% | +179+0.8% | Added |
| Meridian Wealth Management, LLC | 23,291 | $1.36M | 0.15% | −94−0.4% | Reduced |
| Wealth Alliance | 23,386 | $1.37M | 0.28% | −1,612−6.4% | Reduced |
| Wetherby Asset Management Inc | 23,513 | $1.38M | 0.08% | +205+0.9% | Added |
| Intrust Bank NA | 23,602 | $1.38M | 0.17% | +523+2.3% | Added |
| Certified Advisory Corp | 23,655 | $1.39M | 0.31% | +14,977+172.6% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 20,743 | $1.39M | 0.22% | 00.0% | Unchanged |
| Nomura Holdings Inc | 23,801 | $1.39M | 0.01% | −4,087−14.7% | Reduced |
| Comerica Securities,inc. | 23,828 | $1.40M | 0.09% | −350−1.4% | Reduced |
| Pettee Investors, Inc. | 23,969 | $1.40M | 0.59% | +7,170+42.7% | Added |
| Veriti Management LLC | 24,036 | $1.41M | 0.18% | −2,572−9.7% | Reduced |
| Wolverine Trading, LLC | 24,352 | $1.43M | 0.02% | −12,787−34.4% | Reduced |
| Sumitomo Life Insurance Co | 24,424 | $1.43M | 0.03% | −755−3.0% | Reduced |
| Ieq Capital, LLC | 24,470 | $1.43M | 0.03% | +729+3.1% | Added |
| OmniStar Financial Group, Inc. | 24,477 | $1.43M | 1.47% | +3,457+16.4% | Added |
| Sawtooth Solutions, LLC | 24,684 | $1.45M | 0.16% | +5,869+31.2% | Added |
| American Trust | 24,716 | $1.45M | 0.11% | +24,716 | New |
| Hills Bank & Trust Co | 24,788 | $1.45M | 0.20% | +1,919+8.4% | Added |
| Toroso Investments, LLC | 24,870 | $1.46M | 0.04% | +4,334+21.1% | Added |
| Moneta Group Investment Advisors LLC | 24,902 | $1.46M | 0.06% | −2,839−10.2% | Reduced |
| Bessemer Securities LLC | 25,096 | $1.47M | 0.40% | +1,618+6.9% | Added |
| Aull & Monroe Investment Management Corp | 25,254 | $1.48M | 0.66% | −700−2.7% | Reduced |
| Fortem Financial Group, LLC | 25,545 | $1.50M | 0.68% | +682+2.7% | Added |
| Greenwood Capital Associates LLC | 25,630 | $1.50M | 0.21% | +3,880+17.8% | Added |
| RBF Capital, LLC | 25,900 | $1.52M | 0.09% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 25,937 | $1.52M | 0.49% | +25,937 | New |
| HB Wealth Management, LLC | 26,019 | $1.52M | 0.03% | +26,019 | New |
| Thompson Investment Management, Inc. | 26,361 | $1.54M | 0.22% | 00.0% | Unchanged |
| Investors Research Corp | 26,382 | $1.54M | 0.47% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 26,412 | $1.55M | 0.16% | +531+2.1% | Added |
| Wealthcare Advisory Partners LLC | 26,496 | $1.55M | 0.09% | −923−3.4% | Reduced |
| HNP Capital LLC | 26,666 | $1.56M | 0.35% | −1,175−4.2% | Reduced |
| Moody National Bank Trust Division | 26,756 | $1.57M | 0.05% | −67,336−71.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 26,872 | $1.57M | 0.48% | +889+3.4% | Added |
| True North Advisors, LLC | 27,150 | $1.59M | 0.27% | +1,948+7.7% | Added |
| Kinneret Advisory, LLC | 27,230 | $1.59M | 0.17% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 27,290 | $1.60M | 0.92% | −7,052−20.5% | Reduced |
| Investors Asset Management of Georgia Inc | 27,304 | $1.60M | 0.76% | −100−0.4% | Reduced |
| Verition Fund Management LLC | 27,354 | $1.60M | 0.02% | −144,950−84.1% | Reduced |
| MTM Investment Management, LLC | 27,363 | $1.60M | 0.76% | −180−0.7% | Reduced |
| Central Trust Co | 27,423 | $1.60M | 0.05% | +89+0.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 27,913 | $1.63M | 1.48% | +27,913 | New |
| Ally Financial Inc. | 28,000 | $1.64M | 0.15% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 28,151 | $1.65M | 0.13% | +1,113+4.1% | Added |
| First Midwest Bank Trust Division | 28,398 | $1.66M | 0.21% | +2,988+11.8% | Added |
| Game Creek Capital, LP | 28,500 | $1.67M | 0.84% | −1,250−4.2% | Reduced |
| Avantax Advisory Services, Inc. | 28,688 | $1.68M | 0.03% | +7,586+35.9% | Added |
| Blue Chip Partners, Inc. | 28,892 | $1.69M | 0.21% | −2,561−8.1% | Reduced |
| BCS Wealth Management | 29,078 | $1.70M | 0.61% | +8,686+42.6% | Added |
| Continental Advisors LLC | 29,096 | $1.70M | 1.34% | −22,610−43.7% | Reduced |
| American Portfolios Advisors | 29,253 | $1.71M | 0.06% | +1,336+4.8% | Added |
| Dean Investment Associates, LLC | 29,349 | $1.72M | 0.30% | −710−2.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 29,709 | $1.74M | 0.03% | +2,055+7.4% | Added |
| CNB Bank | 29,720 | $1.74M | 0.95% | −791−2.6% | Reduced |
| Lincoln National Corp | 29,769 | $1.74M | 0.04% | +7,187+31.8% | Added |
| Meeder Asset Management Inc | 29,868 | $1.75M | 0.18% | −26,304−46.8% | Reduced |
| Moors & Cabot, Inc. | 29,870 | $1.75M | 0.11% | +4,126+16.0% | Added |
| William Blair Investment Management, LLC | 29,984 | $1.76M | 0.00% | +10,144+51.1% | Added |
| Dividend Assets Capital, LLC | 30,016 | $1.76M | 0.33% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 30,024 | $1.76M | 1.05% | +10,416+53.1% | Added |
| Wealthspire Advisors, LLC | 30,059 | $1.76M | 0.04% | −5,919−16.5% | Reduced |
| WealthPLAN Partners, LLC | 28,058 | $1.76M | 0.12% | +272+1.0% | Added |
| Vectors Research Management, LLC | 30,112 | $1.76M | 0.37% | +1,947+6.9% | Added |
| Founders Financial Alliance, LLC | 30,120 | $1.76M | 0.71% | −656−2.1% | Reduced |
| RKL Wealth Management LLC | 30,250 | $1.77M | 0.21% | −25,098−45.3% | Reduced |
| Csenge Advisory Group | 31,454 | $1.77M | 0.16% | +1,805+6.1% | Added |
| Cigna Investments Inc | 30,329 | $1.78M | 0.14% | −10,684−26.1% | Reduced |
| United Asset Strategies, Inc. | 30,514 | $1.79M | 0.21% | +973+3.3% | Added |
| Tandem Investment Advisors, Inc. | 30,927 | $1.81M | 0.12% | −2,437−7.3% | Reduced |
| WealthShield Partners, LLC | 30,950 | $1.81M | 0.30% | +163+0.5% | Added |
| Banque Cantonale Vaudoise | 31,000 | $1.82M | 0.07% | +2,800+9.9% | Added |
| National Asset Management, Inc. | 31,019 | $1.82M | 0.05% | −1,929−5.9% | Reduced |
| Partners in Financial Planning | 28,760 | $1.83M | 0.56% | +29+0.1% | Added |
| InterOcean Capital Group, LLC | 31,365 | $1.84M | 0.08% | −1,462−4.5% | Reduced |
| Stratos Wealth Partners, LTD. | 31,364 | $1.84M | 0.04% | +5,273+20.2% | Added |
| SeaCrest Wealth Management, LLC | 31,369 | $1.84M | 0.20% | +362+1.2% | Added |
| Trust Co of Virginia | 31,623 | $1.85M | 0.18% | −329−1.0% | Reduced |
| Davis Selected Advisers | 31,650 | $1.85M | 0.01% | −20,666−39.5% | Reduced |
| Arabesque Asset Management Ltd | 31,755 | $1.86M | 0.54% | +8,328+35.5% | Added |
| Pathstone Family Office, LLC | 32,064 | $1.88M | 0.05% | +1,376+4.5% | Added |
| Capital Investment Advisory Services, LLC | 32,164 | $1.88M | 0.22% | −2,439−7.0% | Reduced |
| Transcend Wealth Collective, LLC | 32,238 | $1.89M | 0.17% | +4,735+17.2% | Added |
| Cetera Investment Advisers | 32,460 | $1.90M | 0.03% | +178+0.6% | Added |
| Capital International Inc | 32,494 | $1.90M | 0.02% | −2,110−6.1% | Reduced |
| Magnetar Financial LLC | 32,504 | $1.90M | 0.02% | +32,504 | New |
| Prudential PLC | 32,971 | $1.93M | 0.03% | +32,971 | New |
| Boenning & Scattergood, Inc. | 33,398 | $1.96M | 0.31% | +11,480+52.4% | Added |
| Transform Wealth, LLC | 33,462 | $1.96M | 0.20% | +31+0.1% | Added |
| Regentatlantic Capital LLC | 33,812 | $1.98M | 0.06% | +2,166+6.8% | Added |
| Oak Harbor Wealth Partners, LLC | 33,919 | $1.99M | 0.68% | +33,919 | New |
| Plimoth Trust Co LLC | 34,127 | $2.00M | 0.51% | +630+1.9% | Added |
| St. Johns Investment Management Company, LLC | 34,233 | $2.00M | 1.02% | +397+1.2% | Added |
| Redpoint Investment Management Pty Ltd | 34,604 | $2.03M | 0.16% | −1,749−4.8% | Reduced |
| Patton Albertson Miller Group, LLC | 34,933 | $2.04M | 0.33% | +567+1.6% | Added |
| Van Eck Associates Corp | 34,933 | $2.04M | 0.00% | +9,241+36.0% | Added |
| SG3 Management, LLC | 35,000 | $2.05M | 0.21% | +32,600+1,358.3% | Added |
| Allstate Corp | 35,258 | $2.06M | 0.04% | +346+1.0% | Added |
| Kestra Private Wealth Services, LLC | 35,300 | $2.07M | 0.10% | +4,658+15.2% | Added |
| Citizens & Northern Corp | 35,341 | $2.07M | 0.74% | −283−0.8% | Reduced |
| Glenview Trust Co | 35,578 | $2.08M | 0.07% | +3,378+10.5% | Added |