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 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 6,062 | $355.0K | 0.14% | +30.0% | Added |
| Integrated Advisors Network LLC | 6,038 | $354.0K | 0.02% | +6,038 | New |
| Tandem Capital Management Corp | 6,036 | $353.0K | 0.20% | +10+0.2% | Added |
| Parkside Financial Bank & Trust | 5,970 | $350.0K | 0.09% | −968−14.0% | Reduced |
| EPG Wealth Management LLC | 5,984 | $350.0K | 0.12% | +219+3.8% | Added |
| Belpointe Asset Management LLC | 5,951 | $349.0K | 0.02% | +221+3.9% | Added |
| Eagle Harbor Asset Management Inc | 5,899 | $345.4K | 0.46% | +5,899 | New |
| CVA Family Office, LLC | 5,870 | $344.0K | 0.09% | +4,252+262.8% | Added |
| Ameritas Advisory Services, LLC | 5,827 | $341.0K | 0.01% | +5,827 | New |
| Wrapmanager Inc | 5,792 | $339.0K | 0.08% | +38+0.7% | Added |
| Holistic Financial Partners | 5,773 | $338.0K | 0.20% | −6−0.1% | Reduced |
| Lebenthal Global Advisors, LLC | 5,775 | $338.0K | 0.14% | +5,775 | New |
| Berkshire Asset Management LLC | 5,743 | $336.0K | 0.02% | +1,587+38.2% | Added |
| Insight Advisors, LLC | 5,710 | $334.0K | 0.10% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,702 | $334.0K | 0.06% | −18−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 5,703 | $334.0K | 0.27% | −17−0.3% | Reduced |
| HHM Wealth Advisors, LLC | 5,685 | $333.0K | 0.08% | −424−6.9% | Reduced |
| Independent Investors Inc | 5,657 | $331.0K | 0.07% | −500−8.1% | Reduced |
| Putnam Investments LLC | 5,635 | $330.0K | 0.00% | −49−0.9% | Reduced |
| Evercore Wealth Management, LLC | 5,580 | $326.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,549 | $325.0K | 0.08% | −84−1.5% | Reduced |
| Bristlecone Advisors, LLC | 5,551 | $325.0K | 0.04% | +1,084+24.3% | Added |
| BBR Partners, LLC | 5,541 | $324.0K | 0.04% | +119+2.2% | Added |
| DuPont Capital Management Corp | 5,489 | $321.0K | 0.01% | −4,232−43.5% | Reduced |
| Patriot Investment Management Inc. | 5,466 | $320.0K | 0.03% | −119−2.1% | Reduced |
| White Pine Capital LLC | 5,450 | $319.0K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 5,446 | $319.0K | 0.04% | +18+0.3% | Added |
| PBMares Wealth Management LLC | 5,426 | $318.0K | 0.13% | −10.0% | Reduced |
| Arlington Financial Advisors, LLC | 5,400 | $316.0K | 0.11% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 5,405 | $316.0K | 0.02% | +699+14.9% | Added |
| Optimum Investment Advisors | 5,395 | $316.0K | 0.12% | +2,650+96.5% | Added |
| Aigen Investment Management, LP | 5,260 | $314.0K | 0.02% | −4,978−48.6% | Reduced |
| Flagship Harbor Advisors, LLC | 5,369 | $314.0K | 0.03% | +27+0.5% | Added |
| FineMark National Bank & Trust | 5,335 | $312.0K | 0.01% | −124−2.3% | Reduced |
| M. Kulyk & Associates, LLC | 5,330 | $312.0K | 0.08% | −9−0.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,332 | $312.0K | 0.09% | +121+2.3% | Added |
| Ritholtz Wealth Management | 5,313 | $311.0K | 0.02% | +524+10.9% | Added |
| New Jersey Better Educational Savings Trust | 5,292 | $310.0K | 0.69% | −1,830−25.7% | Reduced |
| Southern Capital Advisors, LLC | 5,282 | $309.0K | 0.19% | +5,282 | New |
| XTX Topco Ltd | 5,262 | $308.0K | 0.17% | −6,587−55.6% | Reduced |
| Aviance Capital Partners, LLC | 5,239 | $307.0K | 0.05% | −96−1.8% | Reduced |
| Meyer Handelman Co | 5,200 | $304.0K | 0.01% | −600−10.3% | Reduced |
| SC&H Financial Advisors, Inc. | 5,183 | $303.0K | 0.17% | +5,183 | New |
| HC Advisors, LLC | 5,161 | $302.0K | 0.19% | −99−1.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,141 | $301.0K | 0.03% | −27−0.5% | Reduced |
| Riverview Trust Co | 5,091 | $298.0K | 0.17% | −693−12.0% | Reduced |
| AlphaMark Advisors, LLC | 5,081 | $297.0K | 0.10% | −1,312−20.5% | Reduced |
| Toth Financial Advisory Corp | 5,056 | $296.0K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,434 | $296.0K | 0.09% | +4,434 | New |
| Sutton Wealth Advisors Inc. | 5,052 | $295.8K | 0.10% | −21−0.4% | Reduced |
| Morris Financial Concepts, Inc. | 5,028 | $294.0K | 0.25% | +5,028 | New |
| ProVise Management Group, LLC | 5,000 | $293.0K | 0.03% | −396−7.3% | Reduced |
| Alaethes Wealth LLC | 4,943 | $289.0K | 0.18% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4,937 | $289.0K | 0.02% | +255+5.4% | Added |
| Stewardship Advisors, LLC | 4,909 | $287.0K | 0.10% | −100−2.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,883 | $286.0K | 0.05% | −773−13.7% | Reduced |
| ForthRight Wealth Management, LLC | 4,883 | $286.0K | 0.16% | −96−1.9% | Reduced |
| Tocqueville Asset Management L.P. | 4,869 | $285.0K | 0.00% | +104+2.2% | Added |
| Breiter Capital Management Inc | 4,837 | $283.0K | 0.14% | −13−0.3% | Reduced |
| Excalibur Management Corp | 4,829 | $283.0K | 0.11% | +66+1.4% | Added |
| Heartwood Wealth Advisors LLC | 4,838 | $283.0K | 0.04% | +4,838 | New |
| Boothbay Fund Management, LLC | 4,817 | $282.0K | 0.01% | +4,817 | New |
| Fulton Breakefield Broenniman LLC | 4,800 | $281.0K | 0.02% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 4,798 | $281.0K | 0.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,781 | $280.0K | 0.02% | −61,528−92.8% | Reduced |
| Warren Averett Asset Management, LLC | 4,403 | $280.0K | 0.02% | +68+1.6% | Added |
| Manchester Financial Inc | 4,745 | $278.0K | 0.10% | 00.0% | Unchanged |
| First Foundation Advisors | 4,729 | $277.0K | 0.01% | +239+5.3% | Added |
| Carderock Capital Management Inc | 4,737 | $277.0K | 0.07% | +1,500+46.3% | Added |
| Hudock, Inc. | 4,690 | $274.0K | 0.08% | −991−17.4% | Reduced |
| Virtu Financial LLC | 4,681 | $274.0K | 0.03% | +4,681 | New |
| Home Federal Bank of Tennessee | 4,661 | $273.0K | 0.09% | 00.0% | Unchanged |
| Truadvice, LLC | 4,145 | $273.0K | 0.26% | +5+0.1% | Added |
| Norris Perne & French LLP | 4,668 | $273.0K | 0.02% | +368+8.6% | Added |
| Intersect Capital LLC | 4,668 | $273.0K | 0.05% | +4,668 | New |
| Agf Investments Inc. | 4,627 | $271.0K | 0.00% | −6,951−60.0% | Reduced |
| Prio Wealth Limited Partnership | 4,624 | $271.0K | 0.01% | +41+0.9% | Added |
| Henshaw Capital LLC | 4,616 | $270.3K | 0.02% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 4,608 | $269.8K | 0.18% | +4,608 | New |
| TD Waterhouse Canada Inc. | 4,275 | $269.4K | 0.00% | +4,275 | New |
| Freestone Capital Holdings, LLC | 4,601 | $269.0K | 0.01% | +4,601 | New |
| NTB Financial Corp | 4,586 | $269.0K | 0.19% | +4,586 | New |
| Williams Jones Wealth Management, LLC. | 4,582 | $268.0K | 0.00% | −337−6.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,580 | $268.0K | 0.06% | −62−1.3% | Reduced |
| Twin Focus Capital Partners, LLC | 4,567 | $267.0K | 0.05% | +4,567 | New |
| Stillwater Investment Management, LLC | 4,543 | $266.0K | 0.07% | +36+0.8% | Added |
| LS Investment Advisors, LLC | 4,527 | $265.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,518 | $265.0K | 0.05% | +1,352+42.7% | Added |
| Benjamin Edwards Inc | 4,525 | $265.0K | 0.09% | +3,835+555.8% | Added |
| Raffa Wealth Management, LLC | 4,483 | $262.5K | 0.09% | +75+1.7% | Added |
| Johnson Investment Counsel Inc | 4,434 | $260.0K | 0.00% | +830+23.0% | Added |
| Tiemann Investment Advisors, LLC | 4,422 | $259.0K | 0.11% | −54−1.2% | Reduced |
| Primoris Wealth Advisors, LLC | 4,419 | $259.0K | 0.21% | +4,419 | New |
| CFO4Life Group, LLC | 4,407 | $258.0K | 0.05% | +4,407 | New |
| Americana Partners, LLC | 4,387 | $256.0K | 0.05% | +4,387 | New |
| Ashton Thomas Private Wealth, LLC | 4,360 | $255.3K | 0.02% | +17+0.4% | Added |
| Klingman & Associates, LLC | 4,360 | $255.0K | 0.02% | −27−0.6% | Reduced |
| Rock Point Advisors, LLC | 4,350 | $255.0K | 0.07% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 4,367 | $255.0K | 0.02% | +4,367 | New |
| Quantamental Technologies LLC | 4,331 | $254.0K | 0.13% | −226−5.0% | Reduced |