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 |
|---|---|---|---|---|---|
| NuWave Investment Management, LLC | 3,074 | $180.0K | 0.20% | +3,074 | New |
| CarsonAllaria Wealth Management, Ltd. | 3,005 | $176.0K | 0.16% | +3,005 | New |
| Proffitt & Goodson Inc | 2,958 | $173.0K | 0.03% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,837 | $166.0K | 0.25% | −163−5.4% | Reduced |
| JFS Wealth Advisors, LLC | 2,767 | $162.0K | 0.02% | +93+3.5% | Added |
| Larson Financial Group LLC | 2,762 | $162.0K | 0.03% | +1,680+155.3% | Added |
| Fortis Advisors, LLC | 2,670 | $156.0K | 0.09% | +2,005+301.5% | Added |
| Ellis Investment Partners, LLC | 2,657 | $155.0K | 0.04% | +13+0.5% | Added |
| United Community Bank | 2,575 | $150.8K | 0.15% | +2,575 | New |
| Gables Capital Management Inc. | 2,531 | $148.0K | 0.09% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2,527 | $148.0K | 0.05% | +153+6.4% | Added |
| Commons Capital, LLC | 2,484 | $145.0K | 0.14% | +2,484 | New |
| Lloyd Advisory Services, LLC. | 2,429 | $142.0K | 0.07% | +55+2.3% | Added |
| JJJ Advisors Inc. | 2,414 | $141.0K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,389 | $139.8K | 0.00% | −34,677−93.6% | Reduced |
| Hayden Royal, LLC | 2,287 | $134.0K | 0.31% | −1,298−36.2% | Reduced |
| Zullo Investment Group, Inc. | 2,260 | $132.0K | 0.07% | +2,260 | New |
| Clean Yield Group | 2,207 | $129.0K | 0.04% | +280+14.5% | Added |
| Sittner & Nelson, LLC | 2,175 | $127.0K | 0.07% | 00.0% | Unchanged |
| Arlington Partners LLC | 2,171 | $127.0K | 0.03% | +83+4.0% | Added |
| Mystic Asset Management, Inc. | 2,178 | $127.0K | 0.06% | +2,178 | New |
| Atlantic Trust, LLC | 2,113 | $124.0K | 0.07% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $123.0K | 0.04% | – | – |
| Quent Capital, LLC | 2,055 | $120.0K | 0.03% | +2,055 | New |
| Harbour Investments, Inc. | 1,981 | $116.0K | 0.01% | −16,534−89.3% | Reduced |
| IMA Wealth, Inc. | 1,961 | $115.0K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,866 | $109.3K | 0.09% | +1,866 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,847 | $108.0K | 0.01% | +190+11.5% | Added |
| TCI Wealth Advisors, Inc. | 1,821 | $107.0K | 0.02% | −52−2.8% | Reduced |
| Monetary Management Group Inc | 1,830 | $107.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 1,780 | $104.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,760 | $103.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,765 | $103.0K | 0.04% | +7+0.4% | Added |
| Front Row Advisors LLC | 1,757 | $103.0K | 0.04% | −7−0.4% | Reduced |
| M&R Capital Management Inc | 1,665 | $97.0K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,532 | $89.7K | 0.04% | −193−11.2% | Reduced |
| Arrow Financial Corp | 1,525 | $89.0K | 0.01% | −777−33.8% | Reduced |
| Charter Oak Capital Management, LLC | 1,495 | $88.0K | 0.01% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,497 | $88.0K | 0.05% | +1,497 | New |
| AIA Group Ltd | 1,430 | $84.0K | 0.00% | +1,430 | New |
| Macroview Investment Management LLC | 1,391 | $81.0K | 0.10% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,375 | $81.0K | 0.04% | +1,375 | New |
| Fortitude Advisory Group L.L.C. | 1,380 | $81.0K | 0.04% | +1,380 | New |
| Missouri Trust & Investment Co | 1,369 | $80.0K | 0.05% | +1,369 | New |
| American State Bank (Iowa) | 1,294 | $75.8K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,285 | $75.0K | 0.00% | −849−39.8% | Reduced |
| Highlander Capital Management, LLC | 1,280 | $75.0K | 0.03% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $74.0K | 0.06% | – | New |
| AllSquare Wealth Management LLC | 1,255 | $73.0K | 0.04% | −135−9.7% | Reduced |
| Capital Analysts, LLC | 1,230 | $72.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,228 | $72.0K | 0.05% | +218+21.6% | Added |
| Concorde Financial Corp | 1,156 | $72.0K | 0.05% | +1,156 | New |
| Versant Capital Management, Inc | 1,188 | $70.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 1,198 | $70.0K | 0.01% | +114+10.5% | Added |
| Plante Moran Financial Advisors, LLC | 1,149 | $67.0K | 0.01% | −920−44.5% | Reduced |
| Confluence Wealth Services, Inc. | 1,155 | $67.0K | 0.02% | +1,155 | New |
| Perkins Coie Trust Co | 1,122 | $66.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1,116 | $65.0K | 0.05% | +1,116 | New |
| MUFG Americas Holdings Corp | 1,093 | $64.0K | 0.00% | −220−16.8% | Reduced |
| First Financial Corp | 1,100 | $64.0K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,096 | $64.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 1,086 | $64.0K | 0.00% | +186+20.7% | Added |
| Westside Investment Management, Inc. | 1,070 | $62.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1,052 | $61.0K | 0.01% | +1,052 | New |
| Antonetti Capital Management LLC | 1,031 | $60.0K | 0.05% | +1,006+4,024.0% | Added |
| Kistler-Tiffany Companies, LLC | 1,013 | $59.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,009 | $59.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 945 | $55.0K | 0.08% | +945 | New |
| Future Financial Wealth Managment LLC | 900 | $54.0K | 0.04% | +900 | New |
| Standard Family Office LLC | 930 | $54.0K | 0.48% | +930 | New |
| Providence Capital Advisors, LLC | 912 | $53.0K | 0.01% | −70,121−98.7% | Reduced |
| Column Capital Advisors, LLC | 901 | $53.0K | 0.01% | −10−1.1% | Reduced |
| First Personal Financial Services | 912 | $53.0K | 0.01% | 00.0% | Unchanged |
| Sirios Capital Management L P | 879 | $51.0K | 0.01% | −262−23.0% | Reduced |
| Solstein Capital, LLC | 861 | $50.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 800 | $50.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 845 | $49.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 854 | $49.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 845 | $49.0K | 0.03% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 815 | $48.0K | 0.03% | +815 | New |
| Sound Income Strategies, LLC | 778 | $46.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 790 | $45.0K | 0.03% | +790 | New |
| Earnest Partners LLC | 745 | $44.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 900 | $43.0K | 0.01% | −263−22.6% | Reduced |
| Tradition Wealth Management, LLC | 737 | $43.0K | 0.01% | +4+0.5% | Added |
| FourThought Financial, LLC | 713 | $42.0K | 0.01% | −50−6.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 693 | $41.0K | 0.02% | +32+4.8% | Added |
| Norwood Financial Corp | 699 | $41.0K | 0.06% | +699 | New |
| Citizens National Bank Trust Department | 660 | $39.0K | 0.01% | +660 | New |
| Stonebridge Financial Planning Group, LLC | 609 | $38.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 650 | $38.0K | 0.01% | +4+0.6% | Added |
| Retirement Planning Co of New England, Inc. | 657 | $38.0K | 0.02% | +657 | New |
| Global Wealth Management Investment Advisory, Inc. | 600 | $35.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 599 | $35.0K | 0.01% | +2+0.3% | Added |
| Financial Management Professionals, Inc. | 589 | $34.0K | 0.01% | −150−20.3% | Reduced |
| Edge Wealth Management LLC | 560 | $33.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 561 | $33.0K | 0.00% | +463+472.4% | Added |
| Peoples Financial Services Corp. | 544 | $32.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 553 | $32.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 550 | $32.0K | 0.02% | +550 | New |