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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 10,969 | $642.0K | 0.12% | −6,247−36.3% | 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 |
| Philadelphia Trust Co | 10,847 | $635.0K | 0.05% | −280−2.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Lake Street Financial LLC | 10,738 | $629.0K | 0.11% | +2,810+35.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,722 | $628.0K | 0.21% | +310+3.0% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,686 | $626.0K | 0.01% | +44+0.4% | Added |
| Canandaigua National Corp | 10,679 | $625.0K | 0.09% | −1,470−12.1% | Reduced |
| Evermay Wealth Management LLC | 10,654 | $624.0K | 0.11% | −140−1.3% | Reduced |
| MBB Public Markets I LLC | 10,631 | $622.0K | 0.01% | +10,631 | New |
| WealthTrust Axiom LLC | 10,611 | $621.0K | 0.20% | +120+1.1% | Added |
| EP Wealth Advisors, LLC | 10,580 | $619.0K | 0.01% | −998−8.6% | Reduced |
| Denali Advisors LLC | 10,500 | $615.0K | 0.23% | −200−1.9% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 10,448 | $612.0K | 0.11% | +2,808+36.8% | Added |
| Covenant Asset Management, LLC | 10,362 | $607.0K | 0.16% | 00.0% | Unchanged |
| Essex Savings Bank | 10,232 | $599.0K | 0.20% | −14−0.1% | Reduced |
| Summit Asset Management, LLC | 10,205 | $598.0K | 0.17% | −932−8.4% | Reduced |
| Sigma Planning Corp | 10,178 | $596.0K | 0.02% | −65−0.6% | Reduced |
| 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 |
| Mount Yale Investment Advisors, LLC | 10,122 | $593.0K | 0.06% | +118+1.2% | Added |
| Advisory Alpha, LLC | 10,071 | $590.0K | 0.03% | −525−5.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 10,065 | $589.0K | 0.14% | +9+0.1% | 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 |
| StoneX Group Inc. | 10,007 | $585.9K | 0.07% | +6,247+166.1% | 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 |
| Wellington Shields Capital Management, LLC | 9,975 | $584.0K | 0.07% | +2,725+37.6% | Added |
| Virtue Capital Management, LLC | 9,903 | $580.0K | 0.09% | −591−5.6% | Reduced |
| Personal Capital Advisors Corp | 10,183 | $573.0K | 0.00% | +810+8.6% | Added |
| 1st Source Bank | 9,682 | $567.0K | 0.03% | +102+1.1% | Added |
| Andesa Financial Management Inc. | 9,631 | $564.0K | 0.28% | +413+4.5% | Added |
| NBT Bank N A | 9,555 | $559.0K | 0.07% | −409−4.1% | Reduced |
| Horizon Investments, LLC | 9,525 | $554.0K | 0.02% | +775+8.9% | Added |
| Aspiriant, LLC | 9,438 | $553.0K | 0.03% | −2,291−19.5% | Reduced |
| Crawford Investment Counsel Inc | 9,425 | $552.0K | 0.01% | −936−9.0% | Reduced |
| Koshinski Asset Management, Inc. | 9,417 | $551.4K | 0.04% | −437−4.4% | Reduced |
| Essex Financial Services, Inc. | 9,413 | $551.0K | 0.05% | +9,413 | New |
| American National Registered Investment Advisor, Inc. | 9,338 | $547.0K | 0.18% | −20.0% | Reduced |
| 180 Wealth Advisors, LLC | 8,848 | $544.0K | 0.12% | −328−3.6% | Reduced |
| Cassia Capital Partners, LLC | 9,218 | $540.0K | 0.36% | +9,218 | New |
| Fiducient Advisors LLC | 9,211 | $539.0K | 0.16% | +137+1.5% | Added |
| 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 |
| Parthenon LLC | 9,112 | $534.0K | 0.07% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 9,111 | $533.0K | 0.22% | −1,309−12.6% | Reduced |
| 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 |
| Simon Quick Advisors, LLC | 9,026 | $528.0K | 0.14% | +7,836+658.5% | Added |
| Oxford Financial Group Ltd | 8,950 | $524.0K | 0.06% | +437+5.1% | Added |
| 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 |
| American Research & Management Co. | 8,755 | $513.0K | 0.11% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8,757 | $512.0K | 0.01% | −73−0.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,699 | $509.0K | 0.11% | +622+7.7% | Added |
| Berkeley Capital Partners, LLC | 8,630 | $505.0K | 0.21% | +2,027+30.7% | Added |
| Snowden Capital Advisors LLC | 8,617 | $504.0K | 0.03% | −18,945−68.7% | Reduced |
| 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 |
| Maven Securities LTD | 8,566 | $502.0K | 0.06% | +8,566 | New |
| NewSquare Capital LLC | 8,557 | $501.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| SevenBridge Financial Group, LLC | 8,502 | $498.0K | 0.15% | −20.0% | Reduced |
| Collective Family Office LLC | 8,492 | $497.0K | 0.20% | −1,048−11.0% | Reduced |
| Cim Investment Mangement Inc | 8,458 | $495.0K | 0.15% | −198−2.3% | Reduced |
| Verus Financial Partners, Inc. | 8,440 | $494.0K | 0.07% | −382−4.3% | Reduced |
| 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 |
| Arkadios Wealth Advisors | 8,330 | $488.0K | 0.07% | +2,411+40.7% | Added |
| Intrua Financial, LLC | 8,311 | $487.0K | 0.09% | +6+0.1% | Added |
| Quest Capital Management Inc | 8,290 | $485.0K | 0.08% | −1,291−13.5% | Reduced |
| 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 |
| Engineers Gate Manager LP | 8,250 | $483.0K | 0.02% | +3,355+68.5% | Added |
| Horizon Financial Services, LLC | 8,230 | $481.9K | 0.29% | −320−3.7% | Reduced |
| 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 |
| Ballew Advisors, Inc | 7,127 | $480.0K | 0.33% | 00.0% | Unchanged |
| Family Legacy, Inc. | 7,265 | $477.0K | 0.20% | +702+10.7% | Added |
| Xcel Wealth Management, LLC | 8,121 | $475.0K | 0.12% | +153+1.9% | Added |
| Montecito Bank & Trust | 8,096 | $474.0K | 0.08% | −140−1.7% | Reduced |
| D. Scott Neal, Inc. | 8,064 | $472.0K | 0.18% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 8,000 | $468.0K | 0.01% | 00.0% | Unchanged |