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 |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 48,511 | $2.84M | 1.83% | −1,250−2.5% | Reduced |
| Bremer Bank National Association | 48,388 | $2.83M | 0.47% | −14,768−23.4% | Reduced |
| Argyle Capital Management Inc. | 48,333 | $2.83M | 0.88% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 48,273 | $2.83M | 0.41% | 00.0% | Unchanged |
| Swarthmore Group Inc | 48,246 | $2.83M | 0.67% | −3,054−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 48,241 | $2.83M | 0.04% | +11,880+32.7% | Added |
| Cornercap Investment Counsel Inc | 48,213 | $2.82M | 0.41% | −1,363−2.7% | Reduced |
| Lee Danner & Bass Inc | 47,843 | $2.80M | 0.24% | −92−0.2% | Reduced |
| Community Bank, N.A. | 47,555 | $2.78M | 0.32% | +1,320+2.9% | Added |
| Bogart Wealth, LLC | 47,527 | $2.78M | 0.25% | +6,060+14.6% | Added |
| Cordasco Financial Network | 47,122 | $2.76M | 1.72% | −2,824−5.7% | Reduced |
| AMG National Trust Bank | 47,073 | $2.76M | 0.08% | −2,257−4.6% | Reduced |
| Trust Co of Toledo NA | 47,083 | $2.76M | 0.41% | +1,175+2.6% | Added |
| D.A. Davidson & Co. | 46,649 | $2.73M | 0.03% | −2,553−5.2% | Reduced |
| Proquility Private Wealth Partners, LLC | 42,086 | $2.72M | 0.96% | −1,352−3.1% | Reduced |
| MAI Capital Management | 46,455 | $2.72M | 0.04% | +34,128+276.9% | Added |
| Edgestream Partners, L.P. | 46,271 | $2.71M | 0.17% | +38,099+466.2% | Added |
| Headinvest, LLC | 45,973 | $2.69M | 0.48% | +3,040+7.1% | Added |
| Resonant Capital Advisors, LLC | 45,899 | $2.69M | 0.40% | +3,142+7.3% | Added |
| Strategic Advisors LLC | 45,876 | $2.69M | 0.38% | −797−1.7% | Reduced |
| Advisor Partners LLC | 45,799 | $2.68M | 0.16% | +736+1.6% | Added |
| Alaska Permanent Fund Corp | 42,000 | $2.64M | 0.05% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 44,689 | $2.62M | 0.11% | +173+0.4% | Added |
| Hengehold Capital Management LLC | 44,608 | $2.61M | 0.32% | +467+1.1% | Added |
| Tredje AP-fonden | 44,573 | $2.61M | 0.05% | +44,573 | New |
| Lewis Capital Management, LLC | 44,471 | $2.60M | 2.73% | +44,471 | New |
| Norinchukin Bank, The | 44,294 | $2.59M | 0.03% | −718−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 44,226 | $2.59M | 0.13% | +17,888+67.9% | Added |
| Hendershot Investments Inc. | 44,102 | $2.58M | 0.39% | +44,102 | New |
| United Capital Management of KS, Inc. | 44,005 | $2.58M | 0.96% | +44,005 | New |
| Azimuth Capital Management LLC | 43,664 | $2.56M | 0.10% | −12,438−22.2% | Reduced |
| Holderness Investments Co | 43,603 | $2.55M | 0.75% | +458+1.1% | Added |
| Moloney Securities Asset Management, LLC | 43,588 | $2.55M | 0.43% | −498−1.1% | Reduced |
| Signaturefd, LLC | 43,320 | $2.54M | 0.08% | +8,642+24.9% | Added |
| Massmutual Trust Co FSB | 43,143 | $2.53M | 0.09% | +5,162+13.6% | Added |
| CWA Asset Management Group, LLC | 43,118 | $2.52M | 0.19% | −350−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 43,110 | $2.52M | 0.19% | +43,110 | New |
| New England Research & Management, Inc. | 43,098 | $2.52M | 1.22% | +16,003+59.1% | Added |
| Arcus Capital Partners, LLC | 43,082 | $2.52M | 0.85% | +711+1.7% | Added |
| Twin Capital Management Inc | 42,747 | $2.50M | 0.25% | −2,560−5.7% | Reduced |
| Signet Financial Management, LLC | 42,631 | $2.50M | 0.38% | −7,896−15.6% | Reduced |
| Veritable, L.P. | 42,383 | $2.48M | 0.04% | −1,041−2.4% | Reduced |
| Tealwood Asset Management Inc | 42,234 | $2.47M | 0.99% | −2,886−6.4% | Reduced |
| Buckhead Capital Management LLC | 41,901 | $2.45M | 0.52% | −200−0.5% | Reduced |
| Banco de Sabadell, S.A | 41,900 | $2.45M | 1.37% | +5,919+16.5% | Added |
| Heritage Trust Co | 41,851 | $2.45M | 0.31% | +50+0.1% | Added |
| Shorepoint Capital Partners LLC | 41,661 | $2.44M | 0.99% | +41,661 | New |
| First Hawaiian Bank | 41,320 | $2.42M | 0.07% | +20,199+95.6% | Added |
| Salzhauer Michael | 45,837 | $2.41M | 0.91% | +6,200+15.6% | Added |
| Monument Capital Management | 40,839 | $2.39M | 0.74% | +163+0.4% | Added |
| Glenmede Trust Co NA | 40,843 | $2.39M | 0.01% | −1,063−2.5% | Reduced |
| Rossmore Private Capital | 40,770 | $2.39M | 0.37% | +852+2.1% | Added |
| Physicians Financial Services, Inc. | 40,271 | $2.36M | 0.87% | −821−2.0% | Reduced |
| Everence Capital Management Inc | 40,200 | $2.35M | 0.17% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 40,178 | $2.35M | 0.22% | +332+0.8% | Added |
| Kempner Capital Management Inc. | 40,125 | $2.35M | 1.38% | −137−0.3% | Reduced |
| Viking Fund Management LLC | 40,000 | $2.34M | 0.62% | −11,000−21.6% | Reduced |
| Capital Investment Advisors, LLC | 39,769 | $2.33M | 0.07% | +1,532+4.0% | Added |
| Paloma Partners Management Co | 39,752 | $2.33M | 0.07% | +37,816+1,953.3% | Added |
| Independence Bank of Kentucky | 39,461 | $2.31M | 0.94% | +338+0.9% | Added |
| Parsons Capital Management Inc | 39,260 | $2.30M | 0.16% | −316−0.8% | Reduced |
| Outfitter Financial LLC | 39,266 | $2.30M | 1.69% | +110+0.3% | Added |
| Watchman Group, Inc. | 39,133 | $2.29M | 1.20% | −488−1.2% | Reduced |
| Icon Advisers Inc | 39,100 | $2.29M | 0.37% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 38,915 | $2.28M | 0.06% | 00.0% | Unchanged |
| Farmers National Bank | 38,702 | $2.27M | 0.75% | −3,558−8.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 38,699 | $2.27M | 0.14% | +360+0.9% | Added |
| Geneos Wealth Management Inc. | 38,656 | $2.26M | 0.09% | −4,470−10.4% | Reduced |
| Semmax Financial Advisors Inc. | 38,616 | $2.26M | 0.84% | −4,447−10.3% | Reduced |
| Jane Street Group, LLC | 38,584 | $2.26M | 0.00% | −9,665−20.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 38,178 | $2.23M | 0.63% | +5,338+16.3% | Added |
| HM Payson & Co | 38,088 | $2.23M | 0.05% | +10.0% | Added |
| Neville Rodie & Shaw Inc | 38,048 | $2.23M | 0.16% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 37,514 | $2.20M | 0.04% | −2,745−6.8% | Reduced |
| JustInvest LLC | 37,505 | $2.20M | 0.13% | +8,425+29.0% | Added |
| Profund Advisors LLC | 37,348 | $2.19M | 0.07% | −1,083−2.8% | Reduced |
| Venture Visionary Partners LLC | 36,207 | $2.17M | 0.14% | +1,895+5.5% | Added |
| Sompo Asset Management Co., Ltd. | 36,850 | $2.16M | 0.43% | +4,650+14.4% | Added |
| GHP Investment Advisors, Inc. | 36,831 | $2.16M | 0.15% | +1,241+3.5% | Added |
| Cadence Bank NA | 36,811 | $2.15M | 0.59% | −834−2.2% | Reduced |
| Spire Wealth Management | 36,639 | $2.15M | 0.05% | −1,563−4.1% | Reduced |
| Tiaa, FSB | 36,553 | $2.14M | 0.01% | +4,626+14.5% | Added |
| Silvant Capital Management LLC | 36,224 | $2.12M | 0.36% | +354+1.0% | Added |
| X-Square Capital, LLC | 36,191 | $2.12M | 1.06% | −294−0.8% | Reduced |
| Siemens Fonds Invest GmbH | 36,225 | $2.12M | 0.14% | +6,351+21.3% | Added |
| J.W. Cole Advisors, Inc. | 36,095 | $2.11M | 0.14% | −450−1.2% | Reduced |
| Balentine LLC | 35,825 | $2.10M | 0.07% | +23,196+183.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,585 | $2.08M | 0.19% | +821+2.4% | Added |
| Glenview Trust Co | 35,578 | $2.08M | 0.07% | +3,378+10.5% | Added |
| Citizens & Northern Corp | 35,341 | $2.07M | 0.74% | −283−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 35,300 | $2.07M | 0.10% | +4,658+15.2% | Added |
| Allstate Corp | 35,258 | $2.06M | 0.04% | +346+1.0% | Added |
| SG3 Management, LLC | 35,000 | $2.05M | 0.21% | +32,600+1,358.3% | Added |
| Patton Albertson Miller Group, LLC | 34,933 | $2.04M | 0.33% | +567+1.6% | Added |
| Van Eck Associates Corp | 34,933 | $2.04M | 0.00% | +9,241+36.0% | Added |
| Redpoint Investment Management Pty Ltd | 34,604 | $2.03M | 0.16% | −1,749−4.8% | Reduced |
| St. Johns Investment Management Company, LLC | 34,233 | $2.00M | 1.02% | +397+1.2% | Added |
| Plimoth Trust Co LLC | 34,127 | $2.00M | 0.51% | +630+1.9% | Added |
| Oak Harbor Wealth Partners, LLC | 33,919 | $1.99M | 0.68% | +33,919 | New |
| Regentatlantic Capital LLC | 33,812 | $1.98M | 0.06% | +2,166+6.8% | Added |