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 |
|---|---|---|---|---|---|
| Easterly Investment Partners LLC | 298,313 | $17.5M | 1.27% | +6,775+2.3% | Added |
| Payden & Rygel | 296,700 | $17.4M | 0.80% | −18,800−6.0% | Reduced |
| Independent Advisor Alliance | 295,191 | $17.3M | 0.85% | +9,586+3.4% | Added |
| MetLife Investment Management | 294,933 | $17.3M | 0.14% | −6,553−2.2% | Reduced |
| Handelsbanken Fonder AB | 294,730 | $17.3M | 0.08% | −50,851−14.7% | Reduced |
| Calamos Advisors LLC | 292,818 | $17.1M | 0.07% | +6,295+2.2% | Added |
| Peapack Gladstone Financial Corp | 292,740 | $17.1M | 0.32% | +2,264+0.8% | Added |
| Delta Asset Management LLC | 292,380 | $17.1M | 1.51% | −7,286−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 289,706 | $17.0M | 0.08% | +12,473+4.5% | Added |
| United Capital Financial Advisers, LLC | 289,648 | $17.0M | 0.08% | +1,385+0.5% | Added |
| Washington Trust Co | 289,509 | $16.9M | 0.64% | −3,292−1.1% | Reduced |
| Sit Investment Associates Inc | 288,840 | $16.9M | 0.40% | +25,985+9.9% | Added |
| CIBC World Markets Corp | 287,648 | $16.8M | 0.09% | −64,987−18.4% | Reduced |
| Bryn Mawr Trust Co | 286,389 | $16.8M | 0.60% | −2,605−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 283,896 | $16.6M | 0.52% | +2,391+0.8% | Added |
| Raymond James Trust N.A. | 278,118 | $16.3M | 0.48% | −29,727−9.7% | Reduced |
| Heritage Wealth Advisors | 276,259 | $16.2M | 0.89% | +25,706+10.3% | Added |
| Forsta Ap-Fonden | 275,200 | $16.1M | 0.16% | −15,800−5.4% | Reduced |
| Haverford Trust Co | 273,592 | $16.0M | 0.17% | −6,511−2.3% | Reduced |
| Ledyard National Bank | 267,248 | $15.6M | 1.50% | −3,750−1.4% | Reduced |
| Cypress Capital Management LLC | 266,184 | $15.6M | 1.76% | +6,221+2.4% | Added |
| Squarepoint Ops LLC | 262,463 | $15.4M | 0.07% | −238,183−47.6% | Reduced |
| Willis Investment Counsel | 260,476 | $15.3M | 0.80% | −4,400−1.7% | Reduced |
| Bank of Nova Scotia | 260,238 | $15.2M | 0.02% | −424,940−62.0% | Reduced |
| Stock Yards Bank & Trust Co | 258,362 | $15.1M | 0.80% | +16,292+6.7% | Added |
| 1832 Asset Management L.P. | 257,463 | $15.1M | 0.03% | −200,773−43.8% | Reduced |
| Janus Henderson Group PLC | 256,831 | $15.0M | 0.01% | −4,673−1.8% | Reduced |
| Eagle Global Advisors LLC | 254,294 | $14.9M | 0.94% | −98,384−27.9% | Reduced |
| Empire Life Investments Inc. | 248,639 | $14.6M | 0.89% | +1,045+0.4% | Added |
| Lazard Asset Management LLC | 248,543 | $14.6M | 0.02% | −14,363−5.5% | Reduced |
| Creative Planning | 245,585 | $14.4M | 0.02% | −1,433−0.6% | Reduced |
| McRae Capital Management Inc | 245,371 | $14.4M | 3.00% | +3,363+1.4% | Added |
| FDx Advisors, Inc. | 244,964 | $14.3M | 0.40% | +6,489+2.7% | Added |
| Utah Retirement Systems | 243,625 | $14.3M | 0.18% | +500+0.2% | Added |
| Kanawha Capital Management LLC | 241,628 | $14.1M | 1.20% | +983+0.4% | Added |
| Advisors Capital Management, LLC | 241,506 | $14.1M | 0.38% | +16,667+7.4% | Added |
| Verity & Verity, LLC | 240,449 | $14.1M | 2.01% | +628+0.3% | Added |
| Bridgewater Associates, LP | 238,158 | $13.9M | 0.08% | −289,302−54.8% | Reduced |
| Swiss Life Asset Management Ltd | 236,854 | $13.9M | 0.18% | +13,908+6.2% | Added |
| Chesley Taft & Associates LLC | 236,422 | $13.8M | 0.72% | +13,957+6.3% | Added |
| Lowe Brockenbrough & Co Inc | 236,088 | $13.8M | 1.01% | −6,358−2.6% | Reduced |
| Rockefeller Capital Management L.P. | 235,476 | $13.8M | 0.06% | +14,504+6.6% | Added |
| British Columbia Investment Management Corp | 234,680 | $13.7M | 0.08% | −14,218−5.7% | Reduced |
| Systematic Alpha Investments, LLC | 233,937 | $13.7M | 0.64% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 230,594 | $13.5M | 0.06% | −1,475−0.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 228,408 | $13.4M | 0.43% | +6,562+3.0% | Added |
| Stephens Inc | 226,600 | $13.3M | 0.20% | −59,775−20.9% | Reduced |
| Dana Investment Advisors, Inc. | 224,941 | $13.2M | 0.57% | −2,187−1.0% | Reduced |
| Gofen & Glossberg LLC | 224,664 | $13.2M | 0.28% | −1,859−0.8% | Reduced |
| Gradient Investments LLC | 224,180 | $13.1M | 0.33% | +6,062+2.8% | Added |
| Lockheed Martin Investment Management Co | 222,000 | $13.0M | 0.70% | −113,744−33.9% | Reduced |
| Rowland & Co Investment Counsel | 226,564 | $12.8M | 2.87% | +20,733+10.1% | Added |
| Associated Banc-Corp | 218,936 | $12.8M | 0.47% | −3,524−1.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 218,000 | $12.8M | 0.15% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 217,620 | $12.7M | 0.12% | +72,401+49.9% | Added |
| Gulf International Bank (UK) Ltd | 214,731 | $12.6M | 0.18% | +214,731 | New |
| Patten & Patten Inc | 214,461 | $12.6M | 0.87% | +10,467+5.1% | Added |
| Yousif Capital Management, LLC | 213,550 | $12.5M | 0.13% | +213,550 | New |
| Cullinan Associates Inc | 213,184 | $12.5M | 0.64% | −172,895−44.8% | Reduced |
| Carroll Financial Associates, Inc. | 213,182 | $12.5M | 0.66% | +8,364+4.1% | Added |
| DnB Asset Management AS | 211,865 | $12.4M | 0.07% | +19,126+9.9% | Added |
| Gillson Capital LP | 206,238 | $12.1M | 0.79% | +64,064+45.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 205,854 | $12.0M | 0.16% | +6,963+3.5% | Added |
| Brinker Capital Investments, LLC | 204,234 | $12.0M | 0.17% | +46,710+29.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 200,519 | $11.7M | 0.71% | +160.0% | Added |
| M&T Bank Corp | 200,121 | $11.7M | 0.05% | −133−0.1% | Reduced |
| Palladium Partners LLC | 199,901 | $11.7M | 0.48% | +66,931+50.3% | Added |
| Mackay Shields LLC | 199,615 | $11.7M | 0.10% | −4,532−2.2% | Reduced |
| Voloridge Investment Management, LLC | 197,165 | $11.5M | 0.06% | −12,741−6.1% | Reduced |
| Stonebridge Capital Advisors LLC | 196,282 | $11.5M | 1.27% | +4,694+2.5% | Added |
| Virginia Retirement Systems Et Al | 194,800 | $11.4M | 0.10% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 194,313 | $11.4M | 0.42% | −30,123−13.4% | Reduced |
| State of Alaska, Department of Revenue | 193,206 | $11.3M | 0.11% | −11,675−5.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 192,794 | $11.3M | 0.83% | −2,993−1.5% | Reduced |
| NTV Asset Management LLC | 185,194 | $10.8M | 1.80% | −7,340−3.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 184,500 | $10.8M | 0.05% | −29,418−13.8% | Reduced |
| Sonora Investment Management Group, LLC | 184,061 | $10.8M | 1.25% | +184,061 | New |
| Texas Permanent School Fund | 183,314 | $10.7M | 0.13% | −22,895−11.1% | Reduced |
| Mutual of America Capital Management LLC | 176,258 | $10.3M | 0.10% | +1,102+0.6% | Added |
| Wallington Asset Management, LLC | 176,249 | $10.3M | 1.57% | +1,762+1.0% | Added |
| First Republic Investment Management, Inc. | 175,802 | $10.3M | 0.02% | +22,481+14.7% | Added |
| ING Groep NV | 175,286 | $10.3M | 0.09% | +63,221+56.4% | Added |
| CIBC Asset Management Inc | 172,586 | $10.1M | 0.04% | −17,025−9.0% | Reduced |
| IFM Investors Pty Ltd | 172,272 | $10.1M | 0.18% | −2,534−1.4% | Reduced |
| Highland Capital Management, LLC | 171,138 | $10.0M | 0.57% | +1,120+0.7% | Added |
| Brown Advisory Inc | 169,493 | $9.92M | 0.01% | +1,873+1.1% | Added |
| Pinnacle Associates Ltd | 168,030 | $9.84M | 0.17% | −7,759−4.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 167,552 | $9.81M | 0.10% | +275+0.2% | Added |
| Qube Research & Technologies Ltd | 167,294 | $9.79M | 0.08% | +167,294 | New |
| Diversified Trust Co | 166,529 | $9.75M | 0.32% | +67,576+68.3% | Added |
| Farmers & Merchants Investments Inc | 163,484 | $9.57M | 0.36% | −1,961−1.2% | Reduced |
| Alpha Omega Wealth Management LLC | 142,979 | $9.55M | 1.47% | +5,968+4.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 161,273 | $9.44M | 0.76% | +2,505+1.6% | Added |
| CIBC Private Wealth Group, LLC | 161,036 | $9.43M | 0.02% | +4,379+2.8% | Added |
| Balyasny Asset Management LLC | 159,906 | $9.36M | 0.04% | +145,673+1,023.5% | Added |
| Chemung Canal Trust Co | 159,489 | $9.34M | 1.69% | −2,742−1.7% | Reduced |
| Investment Management Corp of Ontario | 159,000 | $9.31M | 0.43% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 154,466 | $9.04M | 1.20% | −79,595−34.0% | Reduced |
| Umb Bank N A | 153,131 | $8.97M | 0.11% | +74,904+95.8% | Added |
| Rothschild Investment Corp | 153,061 | $8.96M | 0.70% | +667+0.4% | Added |