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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 152,769 | $8.94M | 0.12% | −4,418−2.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 148,670 | $8.71M | 0.75% | −44,766−23.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 148,477 | $8.69M | 0.01% | +9,544+6.9% | Added |
| Oppenheimer & Co Inc | 147,958 | $8.66M | 0.15% | +640.0% | Added |
| Argent Trust Co | 146,143 | $8.56M | 0.50% | +3,631+2.5% | Added |
| MML Investors Services, LLC | 145,969 | $8.55M | 0.06% | +6,639+4.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 145,283 | $8.51M | 0.40% | +145,283 | New |
| Andra AP-fonden | 144,400 | $8.46M | 0.17% | −28,600−16.5% | Reduced |
| Maryland Capital Management | 144,187 | $8.44M | 0.46% | +11,963+9.0% | Added |
| Nissay Asset Management Corp | 143,265 | $8.39M | 0.06% | +3,579+2.6% | Added |
| Hartford Investment Management Co | 142,828 | $8.36M | 0.19% | +11,012+8.4% | Added |
| Stonegate Investment Group, LLC | 141,707 | $8.30M | 0.35% | +141,707 | New |
| Bokf, NA | 139,818 | $8.19M | 0.13% | +8,707+6.6% | Added |
| Covington Capital Management | 137,975 | $8.08M | 0.28% | +20,451+17.4% | Added |
| Linscomb & Williams, Inc. | 137,351 | $8.04M | 0.38% | −225−0.2% | Reduced |
| Tdam USA Inc. | 135,910 | $7.96M | 0.49% | −18,877−12.2% | Reduced |
| Natixis | 135,667 | $7.94M | 0.03% | −744,497−84.6% | Reduced |
| Taylor Wealth Management Partners | 134,945 | $7.90M | 2.78% | −1,427−1.0% | Reduced |
| AXA S.A. | 134,743 | $7.89M | 0.02% | −2,407−1.8% | Reduced |
| Intact Investment Management Inc. | 133,000 | $7.79M | 0.20% | −31,000−18.9% | Reduced |
| AE Wealth Management LLC | 132,881 | $7.78M | 0.05% | +19,705+17.4% | Added |
| German American Bancorp, Inc. | 130,001 | $7.61M | 1.07% | −1,294−1.0% | Reduced |
| Hyman Charles D | 129,959 | $7.61M | 0.48% | −525−0.4% | Reduced |
| Terry L. Blaker | 129,516 | $7.58M | 0.59% | +2,054+1.6% | Added |
| Biondo Investment Advisors, LLC | 128,285 | $7.57M | 1.26% | +5,196+4.2% | Added |
| tru Independence LLC | 128,314 | $7.51M | 2.05% | −4,102−3.1% | Reduced |
| Kestra Advisory Services, LLC | 126,572 | $7.41M | 0.08% | −10,368−7.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 126,009 | $7.38M | 0.02% | +27,339+27.7% | Added |
| TD Private Client Wealth LLC | 125,682 | $7.36M | 0.31% | −5,978−4.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 124,910 | $7.31M | 0.16% | +50,531+67.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 124,813 | $7.31M | 0.25% | −5,505−4.2% | Reduced |
| Camden National Bank | 124,336 | $7.28M | 1.28% | −1,845−1.5% | Reduced |
| Icon Wealth Partners, LLC | 122,914 | $7.20M | 0.72% | −3,751−3.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 108,378 | $7.19M | 0.98% | +14,721+15.7% | Added |
| Keybank National Association | 122,036 | $7.14M | 0.03% | −119−0.1% | Reduced |
| Smith, Salley & Associates | 121,889 | $7.14M | 0.51% | +5,056+4.3% | Added |
| Colonial Trust Advisors | 121,679 | $7.12M | 0.80% | −378−0.3% | Reduced |
| Tudor Investment Corp Et Al | 121,187 | $7.09M | 0.14% | +15,113+14.2% | Added |
| Sandy Spring Bank | 119,331 | $6.99M | 0.33% | −1,413−1.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 117,477 | $6.88M | 0.01% | +8,750+8.0% | Added |
| Keating Investment Counselors Inc | 116,862 | $6.84M | 3.03% | −103−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 116,602 | $6.83M | 0.25% | +8,146+7.5% | Added |
| FinTrust Capital Advisors, LLC | 114,756 | $6.72M | 1.62% | +821+0.7% | Added |
| Tower Research Capital LLC (TRC) | 114,649 | $6.71M | 0.12% | +77,805+211.2% | Added |
| Westpac Banking Corp | 113,886 | $6.67M | 0.07% | −2,533−2.2% | Reduced |
| Citadel Advisors LLC | 111,912 | $6.55M | 0.01% | +111,912 | New |
| Motco | 111,859 | $6.55M | 0.40% | −298−0.3% | Reduced |
| Shelton Capital Management | 111,179 | $6.51M | 0.23% | −6,575−5.6% | Reduced |
| Securian Asset Management, Inc | 110,331 | $6.46M | 0.12% | −1,047−0.9% | Reduced |
| Westover Capital Advisors, LLC | 109,714 | $6.42M | 1.87% | −3,595−3.2% | Reduced |
| Atria Investments LLC | 109,721 | $6.42M | 0.11% | +3,031+2.8% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 108,422 | $6.35M | 1.87% | +440+0.4% | Added |
| Oregon Public Employees Retirement Fund | 108,302 | $6.34M | 0.07% | −3,435−3.1% | Reduced |
| Parkside Investments, LLC | 108,315 | $6.34M | 1.22% | +3,076+2.9% | Added |
| Opus Investment Management Inc | 108,100 | $6.33M | 0.90% | 00.0% | Unchanged |
| XML Financial, LLC | 107,966 | $6.32M | 0.76% | −398−0.4% | Reduced |
| First Horizon Advisors, Inc. | 107,813 | $6.31M | 0.19% | −7,921−6.8% | Reduced |
| Eastern Bank | 107,644 | $6.30M | 0.27% | −636−0.6% | Reduced |
| Wealthfront Advisers LLC | 107,623 | $6.30M | 0.03% | +27,989+35.1% | Added |
| Man Group plc | 107,515 | $6.29M | 0.02% | −79,882−42.6% | Reduced |
| Sequoia Financial Advisors, LLC | 106,215 | $6.22M | 0.17% | +96,900+1,040.3% | Added |
| Cullen/Frost Bankers, Inc. | 105,601 | $6.18M | 0.12% | +74,087+235.1% | Added |
| Buckingham Strategic Wealth, LLC | 103,491 | $6.06M | 0.12% | −1,309−1.2% | Reduced |
| Maryland State Retirement & Pension System | 103,108 | $6.04M | 0.16% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 102,206 | $5.98M | 0.27% | −657−0.6% | Reduced |
| Elo Mutual Pension Insurance Co | 102,129 | $5.98M | 0.17% | +7,430+7.8% | Added |
| First Citizens Bank & Trust Co | 100,628 | $5.89M | 0.23% | −487−0.5% | Reduced |
| Marshall Wace, LLP | 100,469 | $5.88M | 0.01% | +18,137+22.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 99,019 | $5.80M | 0.07% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 98,401 | $5.76M | 0.05% | −4,894−4.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 118,426 | $5.68M | 0.13% | +10,691+9.9% | Added |
| AQR Capital Management LLC | 96,486 | $5.65M | 0.01% | −139,377−59.1% | Reduced |
| Huntington National Bank | 95,358 | $5.58M | 0.05% | −4,224−4.2% | Reduced |
| Jones Financial Companies LLLP | 95,290 | $5.58M | 0.01% | +6,534+7.4% | Added |
| Capital International Sarl | 95,234 | $5.58M | 0.27% | +7,941+9.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 95,265 | $5.57M | 0.07% | +95,265 | New |
| Flputnam Investment Management Co | 94,514 | $5.53M | 0.17% | −14,176−13.0% | Reduced |
| Northwest & Ethical Investments L.P. | 93,671 | $5.48M | 0.16% | −19,665−17.4% | Reduced |
| Am Investment Strategies LLC | 93,331 | $5.46M | 1.31% | +250.0% | Added |
| Cardinal Capital Management | 92,634 | $5.42M | 1.07% | −486−0.5% | Reduced |
| TownSquare Capital, LLC | 91,653 | $5.37M | 0.13% | +2,975+3.4% | Added |
| Old National Bancorp | 91,632 | $5.37M | 0.19% | −2,300−2.4% | Reduced |
| Bragg Financial Advisors, Inc | 91,242 | $5.35M | 0.34% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 88,801 | $5.20M | 0.34% | −835−0.9% | Reduced |
| Capital Insight Partners, LLC | 88,707 | $5.19M | 1.06% | +1,111+1.3% | Added |
| ExodusPoint Capital Management, LP | 88,529 | $5.18M | 0.06% | +88,529 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 87,779 | $5.14M | 0.11% | +3,920+4.7% | Added |
| Pinebridge Investments, L.P. | 87,434 | $5.12M | 0.05% | −3,774−4.1% | Reduced |
| Griffin Asset Management, Inc. | 86,923 | $5.09M | 0.63% | +6,695+8.3% | Added |
| Level Four Advisory Services, LLC | 86,744 | $5.08M | 0.39% | +9,201+11.9% | Added |
| Candriam Luxembourg S.C.A. | 86,543 | $5.07M | 0.03% | −4,672−5.1% | Reduced |
| Kingsview Wealth Management, LLC | 86,406 | $5.06M | 0.21% | −18,987−18.0% | Reduced |
| LaFleur & Godfrey LLC | 86,408 | $5.06M | 0.65% | +4,950+6.1% | Added |
| Cerity Partners LLC | 86,200 | $5.05M | 0.08% | +3,070+3.7% | Added |
| YHB Investment Advisors, Inc. | 86,117 | $5.04M | 0.40% | +822+1.0% | Added |
| Hantz Financial Services, Inc. | 85,351 | $5.00M | 0.14% | +4,658+5.8% | Added |
| Cramer Rosenthal McGlynn LLC | 85,144 | $4.99M | 0.16% | +1,419+1.7% | Added |
| Bridge Creek Capital Management LLC | 84,871 | $4.97M | 1.70% | −1,041−1.2% | Reduced |
| Xponance, Inc. | 84,865 | $4.97M | 0.08% | +17,546+26.1% | Added |
| Richard Bernstein Advisors LLC | 84,504 | $4.95M | 0.10% | 00.0% | Unchanged |