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 |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 33,462 | $1.96M | 0.20% | +31+0.1% | Added |
| Boenning & Scattergood, Inc. | 33,398 | $1.96M | 0.31% | +11,480+52.4% | Added |
| Prudential PLC | 32,971 | $1.93M | 0.03% | +32,971 | New |
| Capital International Inc | 32,494 | $1.90M | 0.02% | −2,110−6.1% | Reduced |
| Magnetar Financial LLC | 32,504 | $1.90M | 0.02% | +32,504 | New |
| Cetera Investment Advisers | 32,460 | $1.90M | 0.03% | +178+0.6% | Added |
| Transcend Wealth Collective, LLC | 32,238 | $1.89M | 0.17% | +4,735+17.2% | Added |
| Capital Investment Advisory Services, LLC | 32,164 | $1.88M | 0.22% | −2,439−7.0% | Reduced |
| Pathstone Family Office, LLC | 32,064 | $1.88M | 0.05% | +1,376+4.5% | Added |
| Arabesque Asset Management Ltd | 31,755 | $1.86M | 0.54% | +8,328+35.5% | Added |
| Davis Selected Advisers | 31,650 | $1.85M | 0.01% | −20,666−39.5% | Reduced |
| Trust Co of Virginia | 31,623 | $1.85M | 0.18% | −329−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 31,369 | $1.84M | 0.20% | +362+1.2% | Added |
| InterOcean Capital Group, LLC | 31,365 | $1.84M | 0.08% | −1,462−4.5% | Reduced |
| Stratos Wealth Partners, LTD. | 31,364 | $1.84M | 0.04% | +5,273+20.2% | Added |
| Partners in Financial Planning | 28,760 | $1.83M | 0.56% | +29+0.1% | Added |
| National Asset Management, Inc. | 31,019 | $1.82M | 0.05% | −1,929−5.9% | Reduced |
| Banque Cantonale Vaudoise | 31,000 | $1.82M | 0.07% | +2,800+9.9% | Added |
| WealthShield Partners, LLC | 30,950 | $1.81M | 0.30% | +163+0.5% | Added |
| Tandem Investment Advisors, Inc. | 30,927 | $1.81M | 0.12% | −2,437−7.3% | Reduced |
| United Asset Strategies, Inc. | 30,514 | $1.79M | 0.21% | +973+3.3% | Added |
| Cigna Investments Inc | 30,329 | $1.78M | 0.14% | −10,684−26.1% | Reduced |
| RKL Wealth Management LLC | 30,250 | $1.77M | 0.21% | −25,098−45.3% | Reduced |
| Csenge Advisory Group | 31,454 | $1.77M | 0.16% | +1,805+6.1% | Added |
| Founders Financial Alliance, LLC | 30,120 | $1.76M | 0.71% | −656−2.1% | Reduced |
| WealthPLAN Partners, LLC | 28,058 | $1.76M | 0.12% | +272+1.0% | Added |
| Vectors Research Management, LLC | 30,112 | $1.76M | 0.37% | +1,947+6.9% | Added |
| Wealthspire Advisors, LLC | 30,059 | $1.76M | 0.04% | −5,919−16.5% | Reduced |
| Aevitas Wealth Management, Inc. | 30,024 | $1.76M | 1.05% | +10,416+53.1% | Added |
| Dividend Assets Capital, LLC | 30,016 | $1.76M | 0.33% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 29,984 | $1.76M | 0.00% | +10,144+51.1% | Added |
| Moors & Cabot, Inc. | 29,870 | $1.75M | 0.11% | +4,126+16.0% | Added |
| Meeder Asset Management Inc | 29,868 | $1.75M | 0.18% | −26,304−46.8% | Reduced |
| Lincoln National Corp | 29,769 | $1.74M | 0.04% | +7,187+31.8% | Added |
| CNB Bank | 29,720 | $1.74M | 0.95% | −791−2.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 29,709 | $1.74M | 0.03% | +2,055+7.4% | Added |
| Dean Investment Associates, LLC | 29,349 | $1.72M | 0.30% | −710−2.4% | Reduced |
| American Portfolios Advisors | 29,253 | $1.71M | 0.06% | +1,336+4.8% | Added |
| Continental Advisors LLC | 29,096 | $1.70M | 1.34% | −22,610−43.7% | Reduced |
| BCS Wealth Management | 29,078 | $1.70M | 0.61% | +8,686+42.6% | Added |
| Blue Chip Partners, Inc. | 28,892 | $1.69M | 0.21% | −2,561−8.1% | Reduced |
| Avantax Advisory Services, Inc. | 28,688 | $1.68M | 0.03% | +7,586+35.9% | Added |
| Game Creek Capital, LP | 28,500 | $1.67M | 0.84% | −1,250−4.2% | Reduced |
| First Midwest Bank Trust Division | 28,398 | $1.66M | 0.21% | +2,988+11.8% | Added |
| Sandhill Capital Partners LLC | 28,151 | $1.65M | 0.13% | +1,113+4.1% | Added |
| Ally Financial Inc. | 28,000 | $1.64M | 0.15% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 27,913 | $1.63M | 1.48% | +27,913 | New |
| Central Trust Co | 27,423 | $1.60M | 0.05% | +89+0.3% | Added |
| Verition Fund Management LLC | 27,354 | $1.60M | 0.02% | −144,950−84.1% | Reduced |
| MTM Investment Management, LLC | 27,363 | $1.60M | 0.76% | −180−0.7% | Reduced |
| Investors Asset Management of Georgia Inc | 27,304 | $1.60M | 0.76% | −100−0.4% | Reduced |
| Banyan Capital Management, Inc. | 27,290 | $1.60M | 0.92% | −7,052−20.5% | Reduced |
| Kinneret Advisory, LLC | 27,230 | $1.59M | 0.17% | 00.0% | Unchanged |
| True North Advisors, LLC | 27,150 | $1.59M | 0.27% | +1,948+7.7% | Added |
| Newman Dignan & Sheerar, Inc. | 26,872 | $1.57M | 0.48% | +889+3.4% | Added |
| Moody National Bank Trust Division | 26,756 | $1.57M | 0.05% | −67,336−71.6% | Reduced |
| HNP Capital LLC | 26,666 | $1.56M | 0.35% | −1,175−4.2% | Reduced |
| Wealthcare Advisory Partners LLC | 26,496 | $1.55M | 0.09% | −923−3.4% | Reduced |
| Capital Asset Advisory Services LLC | 26,412 | $1.55M | 0.16% | +531+2.1% | Added |
| Investors Research Corp | 26,382 | $1.54M | 0.47% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 26,361 | $1.54M | 0.22% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 26,019 | $1.52M | 0.03% | +26,019 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 25,937 | $1.52M | 0.49% | +25,937 | New |
| RBF Capital, LLC | 25,900 | $1.52M | 0.09% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 25,630 | $1.50M | 0.21% | +3,880+17.8% | Added |
| Fortem Financial Group, LLC | 25,545 | $1.50M | 0.68% | +682+2.7% | Added |
| Aull & Monroe Investment Management Corp | 25,254 | $1.48M | 0.66% | −700−2.7% | Reduced |
| Bessemer Securities LLC | 25,096 | $1.47M | 0.40% | +1,618+6.9% | Added |
| Moneta Group Investment Advisors LLC | 24,902 | $1.46M | 0.06% | −2,839−10.2% | Reduced |
| Toroso Investments, LLC | 24,870 | $1.46M | 0.04% | +4,334+21.1% | Added |
| Hills Bank & Trust Co | 24,788 | $1.45M | 0.20% | +1,919+8.4% | Added |
| American Trust | 24,716 | $1.45M | 0.11% | +24,716 | New |
| Sawtooth Solutions, LLC | 24,684 | $1.45M | 0.16% | +5,869+31.2% | Added |
| Ieq Capital, LLC | 24,470 | $1.43M | 0.03% | +729+3.1% | Added |
| OmniStar Financial Group, Inc. | 24,477 | $1.43M | 1.47% | +3,457+16.4% | Added |
| Sumitomo Life Insurance Co | 24,424 | $1.43M | 0.03% | −755−3.0% | Reduced |
| Wolverine Trading, LLC | 24,352 | $1.43M | 0.02% | −12,787−34.4% | Reduced |
| Veriti Management LLC | 24,036 | $1.41M | 0.18% | −2,572−9.7% | Reduced |
| Pettee Investors, Inc. | 23,969 | $1.40M | 0.59% | +7,170+42.7% | Added |
| Comerica Securities,inc. | 23,828 | $1.40M | 0.09% | −350−1.4% | Reduced |
| Nomura Holdings Inc | 23,801 | $1.39M | 0.01% | −4,087−14.7% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 20,743 | $1.39M | 0.22% | 00.0% | Unchanged |
| Certified Advisory Corp | 23,655 | $1.39M | 0.31% | +14,977+172.6% | Added |
| Intrust Bank NA | 23,602 | $1.38M | 0.17% | +523+2.3% | Added |
| Wetherby Asset Management Inc | 23,513 | $1.38M | 0.08% | +205+0.9% | Added |
| Wealth Alliance | 23,386 | $1.37M | 0.28% | −1,612−6.4% | Reduced |
| Meridian Wealth Management, LLC | 23,291 | $1.36M | 0.15% | −94−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 23,217 | $1.36M | 0.12% | +179+0.8% | Added |
| Modera Wealth Management, LLC | 23,186 | $1.36M | 0.05% | +6,276+37.1% | Added |
| Princeton Global Asset Management LLC | 23,079 | $1.35M | 0.38% | −415−1.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 23,058 | $1.35M | 0.27% | −356−1.5% | Reduced |
| NVWM, LLC | 23,028 | $1.35M | 0.42% | +7,575+49.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 22,976 | $1.34M | 0.06% | −15−0.1% | Reduced |
| We Are One Seven, LLC | 22,881 | $1.34M | 0.14% | +2,846+14.2% | Added |
| Altavista Wealth Management, Inc. | 22,684 | $1.33M | 0.27% | +363+1.6% | Added |
| Arvest Trust Co N A | 22,639 | $1.33M | 0.07% | +22,639 | New |
| Prospera Financial Services Inc | 22,620 | $1.32M | 0.06% | +4,797+26.9% | Added |
| Dynamic Advisor Solutions LLC | 22,603 | $1.32M | 0.09% | +3,642+19.2% | Added |
| Park Avenue Securities LLC | 22,387 | $1.31M | 0.02% | +2,213+11.0% | Added |
| IBM Retirement Fund | 22,316 | $1.31M | 0.16% | −15,673−41.3% | Reduced |