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 |
|---|---|---|---|---|---|
| Madison Wealth Management | 7,988 | $468.0K | 0.09% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 7,989 | $468.0K | 0.16% | +7,989 | New |
| Pinnacle Wealth Planning Services, Inc. | 7,974 | $467.0K | 0.09% | +449+6.0% | Added |
| ACG Wealth | 7,861 | $460.0K | 0.07% | +44+0.6% | Added |
| Good Life Advisors, LLC | 7,838 | $459.0K | 0.06% | +163+2.1% | Added |
| Western Wealth Management, LLC | 7,859 | $458.0K | 0.05% | +7,859 | New |
| Gilbert & Cook, Inc. | 7,807 | $457.0K | 0.07% | +280+3.7% | Added |
| Millennium Capital Advisors, LLC | 7,800 | $456.7K | 0.36% | +7,800 | New |
| Davis R M Inc | 7,792 | $456.0K | 0.01% | −240−3.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,784 | $456.0K | 0.13% | +1,707+28.1% | Added |
| Wagner Wealth Management, LLC | 7,715 | $452.0K | 0.35% | +11+0.1% | Added |
| Cobblestone Capital Advisors LLC | 7,670 | $449.0K | 0.03% | −399−4.9% | Reduced |
| Curbstone Financial Management Corp | 7,662 | $449.0K | 0.08% | −76−1.0% | Reduced |
| Quadrant Capital Group LLC | 7,670 | $449.0K | 0.05% | +58+0.8% | Added |
| Systematic Financial Management LP | 7,659 | $448.0K | 0.01% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 7,610 | $446.0K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,602 | $445.0K | 0.27% | +12+0.2% | Added |
| Gemmer Asset Management LLC | 7,591 | $444.0K | 0.05% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,567 | $443.0K | 0.05% | +12+0.2% | Added |
| Contravisory Investment Management, Inc. | 7,541 | $442.0K | 0.12% | +959+14.6% | Added |
| Affinity Wealth Management LLC | 6,760 | $442.0K | 0.09% | +490+7.8% | Added |
| Braun-Bostich & Associates Inc. | 6,760 | $442.0K | 0.11% | +6,760 | New |
| AdvisorNet Financial, Inc | 7,448 | $436.0K | 0.03% | +195+2.7% | Added |
| Tradewinds, LLC. | 11,800 | $435.7K | 0.51% | +11,800 | New |
| Migdal Insurance & Financial Holdings Ltd. | 7,390 | $432.0K | 0.00% | −20,148−73.2% | Reduced |
| Valmark Advisers, Inc. | 7,349 | $430.0K | 0.01% | +1,630+28.5% | Added |
| Washington Capital Management Inc | 7,321 | $428.6K | 0.35% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,313 | $428.0K | 0.05% | +1,184+19.3% | Added |
| Augustine Asset Management Inc | 7,292 | $427.0K | 0.21% | −115−1.6% | Reduced |
| Resource Planning Group | 7,295 | $427.0K | 0.29% | 00.0% | Unchanged |
| Stevens Capital Management LP | 7,291 | $427.0K | 0.10% | +7,291 | New |
| Signature Estate & Investment Advisors LLC | 7,272 | $426.0K | 0.02% | −214−2.9% | Reduced |
| Fortress Wealth Group, LLC | 6,501 | $426.0K | 0.32% | +409+6.7% | Added |
| Congress Wealth Management LLC | 7,247 | $424.0K | 0.01% | +7,247 | New |
| Southeast Asset Advisors Inc. | 7,208 | $422.0K | 0.06% | −208−2.8% | Reduced |
| BSW Wealth Partners | 7,211 | $422.0K | 0.11% | −81−1.1% | Reduced |
| Nwam LLC | 7,204 | $422.0K | 0.03% | +445+6.6% | Added |
| Pinnacle Holdings, LLC | 7,143 | $418.2K | 0.18% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 7,145 | $418.0K | 0.10% | −10−0.1% | Reduced |
| Select Asset Management & Trust | 7,097 | $416.0K | 0.28% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 7,081 | $415.0K | 0.11% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 7,064 | $414.0K | 0.04% | +7,064 | New |
| Smithfield Trust Co | 7,016 | $413.0K | 0.03% | −15−0.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 7,030 | $412.0K | 0.03% | +7,030 | New |
| Echo Street Capital Management LLC | 7,000 | $410.0K | 0.00% | +7,000 | New |
| Aua Capital Management, LLC | 6,985 | $409.0K | 0.24% | +150+2.2% | Added |
| Vigilant Capital Management, LLC | 6,981 | $409.0K | 0.03% | +6,677+2,196.4% | Added |
| Evergreen Capital Management LLC | 6,975 | $408.0K | 0.02% | +667+10.6% | Added |
| Central Bank & Trust Co | 6,945 | $407.0K | 0.06% | +6,000+634.9% | Added |
| First Command Bank | 6,932 | $406.0K | 0.07% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 6,915 | $405.0K | 0.24% | +819+13.4% | Added |
| Index Fund Advisors, Inc. | 6,912 | $405.0K | 0.03% | +6,912 | New |
| Stony Point Wealth Management Inc. | 6,879 | $403.0K | 0.21% | +13+0.2% | Added |
| IFG Advisory, LLC | 6,881 | $402.0K | 0.04% | +668+10.8% | Added |
| Ellevest, Inc. | 6,860 | $402.0K | 0.04% | +994+16.9% | Added |
| Fieldpoint Private Securities, LLC | 6,856 | $401.0K | 0.08% | −272−3.8% | Reduced |
| Titleist Asset Management, Ltd. | 6,852 | $401.0K | 0.08% | +6,852 | New |
| Sage Mountain Advisors LLC | 6,798 | $398.0K | 0.05% | −2,138−23.9% | Reduced |
| Goepper Burkhardt LLC | 6,786 | $397.0K | 0.24% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 6,772 | $397.0K | 0.07% | +352+5.5% | Added |
| Hamilton Point Investment Advisors, LLC | 6,773 | $397.0K | 0.09% | +6,773 | New |
| TCWP LLC | 6,766 | $396.0K | 0.08% | +6,766 | New |
| Graypoint LLC | 6,746 | $395.0K | 0.04% | +30.0% | Added |
| Oakworth Capital, Inc. | 6,753 | $395.0K | 0.03% | +1,275+23.3% | Added |
| Lindbrook Capital, LLC | 6,729 | $394.0K | 0.06% | +2,028+43.1% | Added |
| ARGI Investment Services, LLC | 6,715 | $393.0K | 0.01% | +14+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 6,710 | $393.0K | 0.03% | +210+3.2% | Added |
| MainStreet Investment Advisors LLC | 6,719 | $393.0K | 0.03% | +760+12.8% | Added |
| Grove Bank & Trust | 6,672 | $391.0K | 0.07% | +1,247+23.0% | Added |
| Cornerstone Management, Inc. | 6,638 | $388.7K | 0.11% | −8,314−55.6% | Reduced |
| Annapolis Financial Services, LLC | 6,620 | $388.0K | 0.12% | −2,659−28.7% | Reduced |
| Abundance Wealth Counselors | 6,622 | $388.0K | 0.10% | +6,622 | New |
| Benin Management CORP | 6,578 | $385.0K | 0.12% | −300−4.4% | Reduced |
| Illinois Municipal Retirement Fund | 6,574 | $385.0K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 6,572 | $385.0K | 0.04% | +6,572 | New |
| 1620 Investment Advisors, Inc. | 6,520 | $382.0K | 0.43% | +6,520 | New |
| Carson Advisory Inc. | 6,479 | $379.0K | 0.38% | +6,479 | New |
| Centaurus Financial, Inc. | 6,444 | $377.0K | 0.03% | +375+6.2% | Added |
| Doyle Wealth Management | 6,395 | $374.0K | 0.03% | −556−8.0% | Reduced |
| Occidental Asset Management, LLC | 6,391 | $374.0K | 0.09% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 6,400 | $374.0K | 0.03% | +6,400 | New |
| Hollencrest Capital Management | 6,364 | $373.0K | 0.03% | +43+0.7% | Added |
| First Command Financial Services, Inc. | 6,362 | $372.0K | 0.05% | −570−8.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,342 | $371.0K | 0.27% | −1,164−15.5% | Reduced |
| Meridian Financial Partners LLC | 5,738 | $371.0K | 0.25% | −100−1.7% | Reduced |
| Arete Wealth Advisors, LLC | 6,187 | $371.0K | 0.03% | +1,607+35.1% | Added |
| Connors Investor Services Inc | 6,335 | $370.0K | 0.04% | +15+0.2% | Added |
| Emfo, LLC | 6,315 | $370.0K | 0.33% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 6,243 | $366.0K | 0.14% | 00.0% | Unchanged |
| Barings LLC | 6,238 | $365.0K | 0.01% | −871−12.3% | Reduced |
| GraniteShares Advisors LLC | 6,238 | $365.0K | 0.17% | +6,238 | New |
| CoreCap Advisors, LLC | 6,200 | $363.0K | 0.02% | +6,200 | New |
| Cassady Schiller Wealth Management, LLC | 6,196 | $363.0K | 0.22% | +6,196 | New |
| Paragon Capital Management LLC | 6,177 | $362.0K | 0.18% | −21−0.3% | Reduced |
| ASB Consultores, LLC | 6,181 | $362.0K | 0.18% | +6,181 | New |
| Sound View Wealth Advisors Group, LLC | 6,174 | $361.0K | 0.07% | −1,550−20.1% | Reduced |
| Neo Ivy Capital Management | 6,126 | $359.0K | 0.52% | +2,796+84.0% | Added |
| Glen Eagle Advisors, LLC | 6,130 | $358.9K | 0.09% | −585−8.7% | Reduced |
| Ferris Capital, LLC | 6,116 | $358.0K | 0.08% | 00.0% | Unchanged |
| Renasant Bank | 6,120 | $358.0K | 0.24% | +887+17.0% | Added |