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 |
|---|---|---|---|---|---|
| Leavell Investment Management, Inc. | 84,189 | $4.93M | 0.33% | +6,459+8.3% | Added |
| Louisiana State Employees Retirement System | 83,700 | $4.90M | 0.11% | +600+0.7% | Added |
| Mercer Global Advisors Inc | 83,526 | $4.89M | 0.03% | +11,277+15.6% | Added |
| Pettyjohn, Wood & White, Inc | 83,172 | $4.87M | 1.00% | +525+0.6% | Added |
| Parcion Private Wealth LLC | 72,206 | $4.87M | 0.44% | +1,627+2.3% | Added |
| Ziegler Capital Management, LLC | 81,796 | $4.85M | 0.17% | −6,075−6.9% | Reduced |
| Concord Wealth Partners | 81,933 | $4.80M | 1.17% | +75,880+1,253.6% | Added |
| Reliant Investment Management, LLC | 81,919 | $4.80M | 1.97% | +4,945+6.4% | Added |
| Cape Cod Five Cents Savings Bank | 81,675 | $4.78M | 0.46% | −2,132−2.5% | Reduced |
| New Mexico Educational Retirement Board | 81,488 | $4.77M | 0.16% | −6,500−7.4% | Reduced |
| Kentucky Retirement Systems | 81,263 | $4.76M | 0.19% | +3,485+4.5% | Added |
| First National Trust Co | 80,624 | $4.72M | 0.25% | +1,349+1.7% | Added |
| Cubist Systematic Strategies, LLC | 80,407 | $4.71M | 0.04% | +75,463+1,526.4% | Added |
| Crossmark Global Holdings, Inc. | 80,139 | $4.69M | 0.10% | −6,207−7.2% | Reduced |
| AlphaCrest Capital Management LLC | 79,518 | $4.66M | 0.17% | +67,032+536.9% | Added |
| Forum Financial Management, LP | 79,308 | $4.64M | 0.24% | +79,308 | New |
| Allianz Asset Management GmbH | 78,870 | $4.62M | 0.00% | −191,020−70.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 78,854 | $4.62M | 0.18% | −496−0.6% | Reduced |
| Daiwa Securities Group Inc. | 78,450 | $4.59M | 0.03% | +1,805+2.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 78,298 | $4.58M | 1.12% | +39,229+100.4% | Added |
| Advisory Services Network, LLC | 76,428 | $4.47M | 0.13% | −4,265−5.3% | Reduced |
| GWM Advisors LLC | 74,409 | $4.36M | 0.07% | +16,715+29.0% | Added |
| People's United Financial, Inc. | 74,372 | $4.36M | 0.10% | +3,147+4.4% | Added |
| Arbor Investment Advisors, LLC | 73,826 | $4.32M | 0.81% | −447−0.6% | Reduced |
| Parsec Financial Management, Inc. | 73,810 | $4.32M | 0.18% | −3,523−4.6% | Reduced |
| Kavar Capital Partners Group, LLC | 73,415 | $4.30M | 0.89% | +736+1.0% | Added |
| Thompson Siegel & Walmsley LLC | 71,879 | $4.21M | 0.06% | 00.0% | Unchanged |
| Shell Asset Management Co | 71,865 | $4.21M | 0.09% | +14,555+25.4% | Added |
| United Bank | 71,519 | $4.19M | 2.25% | +536+0.8% | Added |
| Private Advisor Group, LLC | 70,419 | $4.12M | 0.03% | −17,111−19.5% | Reduced |
| Salem Capital Management Inc | 69,675 | $4.08M | 2.12% | −550−0.8% | Reduced |
| Ethic Inc. | 69,643 | $4.08M | 0.31% | +10,216+17.2% | Added |
| Pacer Advisors, Inc. | 69,361 | $4.06M | 0.04% | −5,350−7.2% | Reduced |
| Soapstone Management L.P. | 68,750 | $4.03M | 1.85% | −181,250−72.5% | Reduced |
| Verdence Capital Advisors LLC | 68,178 | $3.99M | 0.47% | +483+0.7% | Added |
| Welch Group, LLC | 67,870 | $3.97M | 0.23% | +3,162+4.9% | Added |
| United Bank | 67,742 | $3.97M | 0.49% | +21,125+45.3% | Added |
| Pendal Group Limited | 67,587 | $3.96M | 0.03% | −7,105−9.5% | Reduced |
| Capstone Investment Advisors, LLC | 67,485 | $3.95M | 0.06% | +67,291+34,686.1% | Added |
| Gator Capital Management, LLC | 67,099 | $3.93M | 2.84% | +67,099 | New |
| Culbertson A N & Co Inc | 66,723 | $3.91M | 0.74% | −1,888−2.8% | Reduced |
| Huber Capital Management LLC | 66,490 | $3.89M | 1.02% | +4,127+6.6% | Added |
| Hallmark Capital Management Inc | 66,354 | $3.88M | 0.31% | −601−0.9% | Reduced |
| Cetera Advisor Networks LLC | 66,305 | $3.88M | 0.05% | −40,364−37.8% | Reduced |
| River Wealth Advisors LLC | 66,066 | $3.87M | 0.60% | −44−0.1% | Reduced |
| Alps Advisors Inc | 65,852 | $3.86M | 0.04% | +65,852 | New |
| Signature Wealth Management Group | 65,835 | $3.85M | 1.94% | −2,803−4.1% | Reduced |
| Anchor Investment Management, LLC | 65,703 | $3.85M | 0.48% | +816+1.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 64,748 | $3.79M | 0.54% | +80.0% | Added |
| Citizens Business Bank | 64,289 | $3.76M | 0.46% | −1,598−2.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 63,926 | $3.74M | 0.15% | +353+0.6% | Added |
| Coastline Trust Co | 63,914 | $3.74M | 0.43% | +50+0.1% | Added |
| Marco Investment Management LLC | 63,479 | $3.72M | 0.37% | −200−0.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 63,425 | $3.71M | 2.18% | +212+0.3% | Added |
| Goelzer Investment Management, Inc. | 63,182 | $3.70M | 0.30% | −944−1.5% | Reduced |
| E. Ohman J:or Asset Management AB | 63,100 | $3.69M | 0.11% | +3,600+6.1% | Added |
| Cornerstone Wealth Group, LLC | 63,054 | $3.69M | 0.63% | +1,361+2.2% | Added |
| Colony Group LLC | 63,052 | $3.69M | 0.06% | +44,110+232.9% | Added |
| Marotta Asset Management | 62,613 | $3.67M | 0.83% | +7,300+13.2% | Added |
| Old Point Trust & Financial Services N A | 62,139 | $3.64M | 1.46% | −200−0.3% | Reduced |
| Fisher Asset Management, LLC | 61,371 | $3.59M | 0.00% | +53,561+685.8% | Added |
| Hamel Associates, Inc. | 61,275 | $3.59M | 1.29% | +2,700+4.6% | Added |
| Vestmark Advisory Solutions, Inc. | 61,196 | $3.58M | 0.20% | +690+1.1% | Added |
| Bray Capital Advisors | 60,990 | $3.57M | 0.87% | −594−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 60,952 | $3.57M | 0.12% | +7,180+13.4% | Added |
| Souders Financial Advisors | 60,753 | $3.56M | 1.02% | +360+0.6% | Added |
| Peloton Wealth Strategists | 60,450 | $3.54M | 1.42% | −2,900−4.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 60,054 | $3.52M | 0.07% | −572−0.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 59,928 | $3.51M | 1.88% | −1,225−2.0% | Reduced |
| Valley National Advisers Inc | 59,433 | $3.48M | 0.64% | +3,383+6.0% | Added |
| Ahl Investment Management, Inc. | 58,189 | $3.41M | 3.11% | +58,189 | New |
| Capital Investment Counsel, Inc | 58,094 | $3.40M | 0.64% | −906−1.5% | Reduced |
| Laurel Wealth Advisors LLC | 57,523 | $3.37M | 0.70% | −100−0.2% | Reduced |
| Triangle Securities Wealth Management | 57,528 | $3.37M | 1.05% | −33−0.1% | Reduced |
| Trustmark National Bank Trust Department | 57,227 | $3.35M | 0.26% | −8,860−13.4% | Reduced |
| Stanley-Laman Group, Ltd. | 57,119 | $3.34M | 0.39% | +6,420+12.7% | Added |
| Old North State Trust, LLC | 55,902 | $3.27M | 2.35% | −1,274−2.2% | Reduced |
| North Star Investment Management Corp. | 55,833 | $3.27M | 0.23% | +1,379+2.5% | Added |
| Hedeker Wealth, LLC | 55,406 | $3.24M | 0.94% | −635−1.1% | Reduced |
| JT Stratford LLC | 54,560 | $3.19M | 0.87% | +2,397+4.6% | Added |
| Equitable Trust Co | 54,467 | $3.19M | 0.20% | −32,935−37.7% | Reduced |
| First American Bank | 54,112 | $3.17M | 0.17% | +1,365+2.6% | Added |
| Brown Brothers Harriman & Co | 53,730 | $3.15M | 0.02% | +5,389+11.1% | Added |
| Fiduciary Trust Co | 53,566 | $3.14M | 0.05% | −959−1.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 53,456 | $3.13M | 0.10% | −499−0.9% | Reduced |
| Welch & Forbes LLC | 52,654 | $3.08M | 0.05% | −873−1.6% | Reduced |
| Trust Co of Vermont | 52,553 | $3.08M | 0.19% | −1,912−3.5% | Reduced |
| Blair William & Co | 52,456 | $3.07M | 0.01% | +18,175+53.0% | Added |
| Silvercrest Asset Management Group LLC | 51,953 | $3.04M | 0.02% | +6,057+13.2% | Added |
| Zions Bancorporation, N.A. | 51,903 | $3.04M | 0.27% | +3,162+6.5% | Added |
| Rather & Kittrell, Inc. | 51,568 | $3.02M | 2.66% | +51,568 | New |
| South State Corp. | 51,271 | $3.00M | 0.23% | +121+0.2% | Added |
| Great Lakes Advisors, LLC | 50,940 | $2.98M | 0.05% | +36,205+245.7% | Added |
| McMillion Capital Management Inc | 50,675 | $2.97M | 1.60% | −482−0.9% | Reduced |
| Atlantic Union Bankshares Corp | 50,079 | $2.93M | 0.25% | −1,863−3.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 49,528 | $2.90M | 0.28% | +1,722+3.6% | Added |
| Iowa State Bank | 49,392 | $2.89M | 0.68% | +49,392 | New |
| Patten Group, Inc. | 49,366 | $2.89M | 0.77% | −102−0.2% | Reduced |
| ZWJ Investment Counsel Inc | 48,959 | $2.87M | 0.15% | −389−0.8% | Reduced |
| Whitener Capital Management, Inc. | 48,529 | $2.84M | 1.02% | +10,243+26.8% | Added |