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 |
|---|---|---|---|---|---|
| IndexIQ Advisors LLC | 22,199 | $1.30M | 0.04% | −1,035−4.5% | Reduced |
| Vontobel Holding Ltd. | 22,213 | $1.30M | 0.01% | +9,803+79.0% | Added |
| Aprio Wealth Management, LLC | 22,131 | $1.30M | 0.54% | −647−2.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 22,053 | $1.29M | 0.10% | +22,053 | New |
| Searle & Co. | 22,000 | $1.29M | 0.47% | −100−0.5% | Reduced |
| Copeland Capital Management, LLC | 21,981 | $1.29M | 0.03% | −409−1.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,959 | $1.28M | 0.01% | −25,829−54.0% | Reduced |
| Atticus Wealth Management, LLC | 21,881 | $1.28M | 0.50% | −569−2.5% | Reduced |
| LSV Asset Management | 21,700 | $1.27M | 0.00% | +21,700 | New |
| Widmann Financial Services, Inc. | 21,700 | $1.27M | 1.05% | +21,700 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,625 | $1.27M | 0.56% | +930+4.5% | Added |
| Cetera Advisors LLC | 21,586 | $1.26M | 0.03% | +164+0.8% | Added |
| Bard Financial Services, Inc. | 21,505 | $1.26M | 0.10% | −7,425−25.7% | Reduced |
| Stratos Wealth Advisors, LLC | 21,473 | $1.26M | 0.09% | −1,472−6.4% | Reduced |
| Mutual Advisors, LLC | 21,444 | $1.26M | 0.07% | +480+2.3% | Added |
| Argent Advisors, Inc. | 21,454 | $1.26M | 0.68% | +1,448+7.2% | Added |
| Ballast, Inc. | 21,372 | $1.25M | 0.49% | +30.0% | Added |
| Compton Capital Management Inc | 21,288 | $1.25M | 0.32% | −375−1.7% | Reduced |
| Woodmont Investment Counsel LLC | 21,250 | $1.24M | 0.16% | −1,008−4.5% | Reduced |
| Capital City Trust Co | 21,141 | $1.24M | 0.35% | −1,267−5.7% | Reduced |
| Brookstone Capital Management | 18,972 | $1.23M | 0.02% | +330+1.8% | Added |
| Pitcairn Co | 21,030 | $1.23M | 0.08% | −360−1.7% | Reduced |
| Simmons Bank | 20,959 | $1.23M | 0.09% | −486−2.3% | Reduced |
| Trexquant Investment LP | 20,918 | $1.23M | 0.08% | +20,918 | New |
| Mirova | 20,728 | $1.21M | 0.15% | +2,348+12.8% | Added |
| Empirical Finance, LLC | 20,656 | $1.21M | 0.14% | +3,633+21.3% | Added |
| Selective Wealth Management, Inc. | 20,617 | $1.21M | 0.49% | −100−0.5% | Reduced |
| City Holding Co | 19,285 | $1.20M | 0.20% | −3,703−16.1% | Reduced |
| West Paces Advisors Inc. | 20,427 | $1.20M | 0.37% | +1,581+8.4% | Added |
| SG Americas Securities, LLC | 20,400 | $1.19M | 0.01% | −12,572−38.1% | Reduced |
| Greenspring Advisors, LLC | 20,358 | $1.19M | 0.31% | +20,358 | New |
| Point72 Hong Kong Ltd | 20,319 | $1.19M | 0.10% | −114,678−84.9% | Reduced |
| MAS Advisors LLC | 20,266 | $1.19M | 0.87% | +20,266 | New |
| Seeyond | 20,148 | $1.18M | 0.11% | −245−1.2% | Reduced |
| Clearstead Advisors, LLC | 20,097 | $1.18M | 0.08% | −159−0.8% | Reduced |
| Pensionfund DSM Netherlands | 20,000 | $1.17M | 0.13% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 19,981 | $1.17M | 0.45% | +355+1.8% | Added |
| Panagora Asset Management Inc | 19,772 | $1.16M | 0.01% | −8,570−30.2% | Reduced |
| Enterprise Financial Services Corp | 19,743 | $1.16M | 0.18% | −46,473−70.2% | Reduced |
| Sheets Smith Wealth Management | 19,749 | $1.16M | 0.14% | +93+0.5% | Added |
| Vestcor Inc | 19,681 | $1.15M | 0.04% | −140−0.7% | Reduced |
| Waldron Private Wealth LLC | 19,662 | $1.15M | 0.06% | +279+1.4% | Added |
| Legacy Financial Advisors, Inc. | 19,555 | $1.15M | 0.26% | +24+0.1% | Added |
| Bank Ozk | 19,433 | $1.14M | 0.46% | −100−0.5% | Reduced |
| Gladstone Institutional Advisory LLC | 19,393 | $1.14M | 0.09% | −2,630−11.9% | Reduced |
| Centiva Capital, LP | 19,384 | $1.14M | 0.07% | +2,775+16.7% | Added |
| Franklin Street Advisors Inc | 19,371 | $1.13M | 0.09% | +794+4.3% | Added |
| Boston Trust Walden Corp | 19,279 | $1.13M | 0.01% | −1,164−5.7% | Reduced |
| Quadrature Capital Ltd | 19,220 | $1.13M | 0.06% | +19,220 | New |
| Beacon Pointe Advisors, LLC | 18,989 | $1.11M | 0.03% | −1,329−6.5% | Reduced |
| Apollon Wealth Management, LLC | 18,907 | $1.11M | 0.09% | +12,339+187.9% | Added |
| Shepherd Financial Partners LLC | 18,747 | $1.10M | 0.19% | +1,056+6.0% | Added |
| Paradigm Asset Management Co LLC | 18,733 | $1.10M | 0.27% | +1,133+6.4% | Added |
| Quantitative Investment Management, LLC | 18,690 | $1.09M | 0.15% | −28,468−60.4% | Reduced |
| CSS LLC | 18,618 | $1.09M | 0.05% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 18,533 | $1.08M | 0.13% | +954+5.4% | Added |
| Gotham Asset Management, LLC | 18,539 | $1.08M | 0.04% | +9,683+109.3% | Added |
| Investment Management of Virginia LLC | 18,504 | $1.08M | 0.17% | +355+2.0% | Added |
| Adams Chetwood Wealth Management LLC | 18,492 | $1.08M | 0.74% | −532−2.8% | Reduced |
| Marcum Wealth, LLC | 18,423 | $1.08M | 0.15% | +93+0.5% | Added |
| Summit Financial Group Inc | 18,414 | $1.08M | 0.35% | +5,000+37.3% | Added |
| Orion Portfolio Solutions, LLC | 18,382 | $1.08M | 0.04% | +1,433+8.5% | Added |
| First Bank & Trust | 18,348 | $1.07M | 0.45% | +8,178+80.4% | Added |
| Novare Capital Management LLC | 18,311 | $1.07M | 0.11% | +1,618+9.7% | Added |
| TD Ameritrade Investment Management, LLC | 18,287 | $1.07M | 0.01% | +212+1.2% | Added |
| Salomon & Ludwin, LLC | 18,260 | $1.07M | 0.15% | +228+1.3% | Added |
| Ameritas Investment Partners, Inc. | 18,124 | $1.06M | 0.04% | −471−2.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 17,725 | $1.04M | 0.02% | −23−0.1% | Reduced |
| Lido Advisors, LLC | 17,663 | $1.03M | 0.02% | +413+2.4% | Added |
| Exencial Wealth Advisors, LLC | 17,649 | $1.03M | 0.05% | +4,015+29.4% | Added |
| Meadow Creek Wealth Advisors LLC | 17,601 | $1.03M | 0.97% | +17,601 | New |
| Texas Yale Capital Corp. | 17,475 | $1.02M | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 17,416 | $1.02M | 0.22% | +1,737+11.1% | Added |
| Leisure Capital Management | 17,375 | $1.02M | 0.47% | +1,213+7.5% | Added |
| Lakeview Capital Partners, LLC | 17,345 | $1.02M | 0.59% | −382−2.2% | Reduced |
| Wedbush Securities Inc | 17,354 | $1.02M | 0.04% | +1,893+12.2% | Added |
| Brighton Jones LLC | 17,282 | $1.01M | 0.05% | +1,164+7.2% | Added |
| FLC Capital Advisors | 17,277 | $1.01M | 0.28% | +1,875+12.2% | Added |
| Industrial Alliance Investment Management Inc. | 17,216 | $1.01M | 0.02% | +17,216 | New |
| Resources Investment Advisors, LLC. | 17,012 | $996.0K | 0.04% | −369−2.1% | Reduced |
| Gabelli Funds LLC | 17,000 | $995.0K | 0.01% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,962 | $993.0K | 0.15% | −395−2.3% | Reduced |
| Trustcore Financial Services, LLC | 16,930 | $991.0K | 0.11% | +608+3.7% | Added |
| Fiduciary Group LLC | 16,655 | $975.0K | 0.11% | −642−3.7% | Reduced |
| SeaBridge Investment Advisors LLC | 16,519 | $967.0K | 0.31% | −1,527−8.5% | Reduced |
| BHK Investment Advisors, LLC | 16,493 | $966.0K | 0.38% | −765−4.4% | Reduced |
| Assenagon Asset Management S.A. | 16,392 | $960.0K | 0.00% | −337−2.0% | Reduced |
| Penserra Capital Management LLC | 14,964 | $946.0K | 0.02% | +2,218+17.4% | Added |
| Israel Discount Bank of New York | 16,056 | $941.0K | 0.58% | −500−3.0% | Reduced |
| Marino, Stram & Associates LLC | 15,916 | $932.0K | 0.29% | +459+3.0% | Added |
| Parallel Advisors, LLC | 15,923 | $932.0K | 0.03% | +762+5.0% | Added |
| Canal Capital Management, LLC | 15,770 | $923.0K | 0.22% | +11+0.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,674 | $918.0K | 0.49% | +483+3.2% | Added |
| Greenleaf Trust | 15,562 | $911.0K | 0.01% | +1,028+7.1% | Added |
| Linker Capital Management Inc. | 15,529 | $909.0K | 0.87% | +15,529 | New |
| Schechter Investment Advisors, LLC | 15,325 | $897.0K | 0.08% | +15,325 | New |
| Altium Wealth Management LLC | 15,278 | $895.0K | 0.06% | +2,189+16.7% | Added |
| Coldstream Capital Management Inc | 15,256 | $893.0K | 0.03% | +8,056+111.9% | Added |
| Resources Management Corp | 15,200 | $890.0K | 0.12% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15,103 | $888.0K | 0.02% | +300+2.0% | Added |