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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 4,340 | $254.0K | 0.02% | +481+12.5% | Added |
| Ascent Group, LLC | 4,108 | $253.0K | 0.03% | +4,108 | New |
| Johnson Financial Group, Inc. | 4,301 | $252.0K | 0.02% | −3,112−42.0% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,291 | $251.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,263 | $250.0K | 0.04% | +4,263 | New |
| Capital Planning Advisors, LLC | 4,258 | $249.0K | 0.05% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 4,248 | $249.0K | 0.25% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,255 | $249.0K | 0.05% | +500+13.3% | Added |
| MEMBERS Trust Co | 4,238 | $248.0K | 0.01% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 4,284 | $247.0K | 0.06% | +46+1.1% | Added |
| BKD Wealth Advisors, LLC | 4,202 | $246.0K | 0.01% | −17−0.4% | Reduced |
| Capital Management Corp | 4,200 | $246.0K | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,196 | $246.0K | 0.04% | +4,196 | New |
| NewEdge Wealth, LLC | 4,190 | $245.0K | 0.01% | +4,190 | New |
| NovaPoint Capital, LLC | 4,168 | $244.0K | 0.09% | −129−3.0% | Reduced |
| MV Capital Management, Inc. | 4,175 | $244.0K | 0.04% | +623+17.5% | Added |
| Riverwater Partners LLC | 4,149 | $243.0K | 0.22% | +4,149 | New |
| SRS Capital Advisors, Inc. | 4,115 | $241.0K | 0.03% | +644+18.6% | Added |
| West Family Investments, Inc. | 4,105 | $240.0K | 0.07% | −67−1.6% | Reduced |
| Principle Wealth Partners LLC | 4,094 | $240.0K | 0.03% | +244+6.3% | Added |
| Domani Wealth, LLC | 4,106 | $240.0K | 0.05% | +4,106 | New |
| Beaird Harris Wealth Management, LLC | 4,104 | $240.0K | 0.09% | +4,104 | New |
| Townsend Asset Management Corp | 4,047 | $237.0K | 0.11% | −1,492−26.9% | Reduced |
| Liberty Capital Management, Inc. | 4,036 | $236.0K | 0.06% | +4,036 | New |
| First United Bank Trust | 3,992 | $234.0K | 0.09% | −230−5.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,000 | $234.0K | 0.03% | 00.0% | Unchanged |
| SPC Financial, Inc. | 4,000 | $234.0K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,004 | $234.0K | 0.05% | +100+2.6% | Added |
| Bailard, Inc. | 4,002 | $234.0K | 0.01% | +4,002 | New |
| SBK Financial, Inc. | 4,000 | $234.0K | 0.19% | +4,000 | New |
| Tobam | 3,984 | $233.0K | 0.01% | −760−16.0% | Reduced |
| Smith & Howard Wealth Management, LLC | 3,973 | $233.0K | 0.11% | −366−8.4% | Reduced |
| Circle Wealth Management, LLC | 3,979 | $233.0K | 0.03% | +520+15.0% | Added |
| Cottonwood Capital Advisors, LLC | 3,956 | $232.0K | 0.18% | +3,956 | New |
| Almanack Investment Partners, LLC. | 3,929 | $230.0K | 0.02% | −87−2.2% | Reduced |
| Columbia Trust Co 01012016 | 3,914 | $230.0K | 0.12% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 3,922 | $230.0K | 0.02% | +200+5.4% | Added |
| Private Capital Group, LLC | 3,895 | $228.0K | 0.05% | −549−12.4% | Reduced |
| KB Financial Partners, LLC | 3,899 | $228.0K | 0.07% | −416−9.6% | Reduced |
| Exchange Traded Concepts, LLC | 3,894 | $228.0K | 0.00% | +3,608+1,261.5% | Added |
| Blue Barn Wealth, LLC | 3,885 | $227.0K | 0.15% | −2−0.1% | Reduced |
| Burt Wealth Advisors | 3,871 | $227.0K | 0.07% | 00.0% | Unchanged |
| Chartist Inc | 3,873 | $226.7K | 0.10% | +325+9.2% | Added |
| Financial Advocates Investment Management | 3,819 | $226.0K | 0.02% | −68−1.7% | Reduced |
| Geller Advisors LLC | 3,837 | $225.0K | 0.04% | −10.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,842 | $225.0K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 3,816 | $223.0K | 0.06% | +36+1.0% | Added |
| Samalin Investment Counsel, LLC | 3,771 | $221.0K | 0.13% | +195+5.5% | Added |
| Avantax Planning Partners, Inc. | 3,774 | $221.0K | 0.01% | +308+8.9% | Added |
| Bollard Group LLC | 3,756 | $220.0K | 0.01% | +30+0.8% | Added |
| International Assets Investment Management, LLC | 4,375 | $220.0K | 0.04% | +4,375 | New |
| Merit Financial Group, LLC | 3,737 | $219.0K | 0.02% | −144−3.7% | Reduced |
| Ropes Wealth Advisors LLC | 3,736 | $219.0K | 0.04% | 00.0% | Unchanged |
| SFMG, LLC | 3,736 | $219.0K | 0.02% | +3,736 | New |
| Detalus Advisors, LLC | 3,732 | $219.0K | 0.11% | +3,732 | New |
| Silverlake Wealth Management LLC | 3,714 | $217.5K | 0.12% | +3,714 | New |
| Wedgewood Investors Inc | 3,711 | $217.0K | 0.26% | −436−10.5% | Reduced |
| MayTech Global Investments, LLC | 3,706 | $217.0K | 0.04% | −330−8.2% | Reduced |
| TrueWealth Advisors, LLC | 3,695 | $216.0K | 0.10% | +124+3.5% | Added |
| Crescent Capital Consulting, LLC | 3,668 | $215.0K | 0.04% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 3,671 | $215.0K | 0.27% | +3,671 | New |
| Warner Financial, Inc | 3,675 | $215.0K | 0.18% | +3,675 | New |
| Chicago Capital, LLC | 3,600 | $211.0K | 0.01% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 3,612 | $211.0K | 0.14% | −2−0.1% | Reduced |
| Greatmark Investment Partners, Inc. | 3,596 | $211.0K | 0.04% | +12+0.3% | Added |
| Glassy Mountain Advisors, Inc. | 3,586 | $210.0K | 0.11% | +3,586 | New |
| Redmond Asset Management, LLC | 3,565 | $209.0K | 0.06% | +112+3.2% | Added |
| Allworth Financial LP | 3,578 | $209.0K | 0.00% | +526+17.2% | Added |
| Boston Private Wealth LLC | 3,547 | $208.0K | 0.00% | −7,719−68.5% | Reduced |
| Apriem Advisors | 3,557 | $208.0K | 0.03% | +38+1.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,544 | $208.0K | 0.01% | +3,544 | New |
| Destination Wealth Management | 3,528 | $207.0K | 0.01% | +3,528 | New |
| Baltimore-Washington Financial Advisors, Inc. | 3,537 | $207.0K | 0.02% | +3,537 | New |
| Fermata Advisors, LLC | 3,516 | $206.0K | 0.08% | −189−5.1% | Reduced |
| CCG Wealth Management, LLC | 3,525 | $206.0K | 0.11% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,524 | $206.0K | 0.10% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 3,499 | $206.0K | 0.01% | 00.0% | Unchanged |
| Private Asset Management Inc | 3,511 | $206.0K | 0.03% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 3,408 | $206.0K | 0.15% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 3,525 | $206.0K | 0.09% | +3,525 | New |
| Drive Wealth Management, LLC | 3,524 | $206.0K | 0.18% | +3,524 | New |
| Harbor Advisors LLC | 3,500 | $205.0K | 0.04% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 3,500 | $205.0K | 0.09% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 3,495 | $205.0K | 0.15% | +560+19.1% | Added |
| Pittenger & Anderson Inc | 3,506 | $205.0K | 0.01% | +2,446+230.8% | Added |
| Paragon Capital Management Ltd | 3,477 | $204.0K | 0.03% | −41−1.2% | Reduced |
| Northside Capital Management, LLC | 3,485 | $204.0K | 0.05% | 00.0% | Unchanged |
| qPULA Trading Management LP | 3,482 | $204.0K | 0.36% | +3,482 | New |
| Centennial Wealth Advisory LLC | 3,488 | $204.0K | 0.12% | +3,488 | New |
| Keystone Financial Group | 3,464 | $203.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,459 | $203.0K | 0.01% | +3,459 | New |
| Boyd Watterson Asset Management LLC | 3,454 | $202.0K | 0.07% | −7−0.2% | Reduced |
| Roanoke Asset Management Corp | 3,447 | $202.0K | 0.07% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,444 | $202.0K | 0.06% | +3,444 | New |
| Klingenstein Fields & Co LP | 3,425 | $201.0K | 0.01% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,440 | $201.0K | 0.10% | +3,440 | New |
| BerganKDV Wealth Management, LLC | 3,417 | $200.0K | 0.02% | +2,315+210.1% | Added |
| Harbor Investment Advisory, LLC | 3,221 | $189.0K | 0.02% | +744+30.0% | Added |
| Creative Financial Designs Inc | 3,205 | $188.0K | 0.03% | −307−8.7% | Reduced |
| Cambridge Trust Co | 3,098 | $182.0K | 0.01% | +3,098 | New |