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 |
|---|---|---|---|---|---|
| Galibier Capital Management Ltd. | 15,147 | $887.0K | 0.13% | 00.0% | Unchanged |
| Oak Associates, Ltd | 15,114 | $885.0K | 0.05% | −13−0.1% | Reduced |
| Fort Sheridan Advisors LLC | 15,064 | $882.0K | 0.25% | +515+3.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 14,013 | $882.0K | 0.57% | +14,013 | New |
| Raleigh Capital Management Inc. | 15,020 | $879.0K | 0.90% | +15,020 | New |
| Clear Street Markets LLC | 14,840 | $869.0K | 0.08% | +14,840 | New |
| Caldwell Trust Co | 14,725 | $862.1K | 0.10% | +181+1.2% | Added |
| Mayfair Advisory Group, LLC | 13,859 | $855.0K | 1.13% | 00.0% | Unchanged |
| Private Trust Co NA | 14,569 | $853.0K | 0.12% | −355−2.4% | Reduced |
| BT Wealth Management LLC | 14,542 | $851.0K | 0.23% | +2,864+24.5% | Added |
| Ramiah Investment Group | 14,441 | $845.5K | 0.57% | −243−1.7% | Reduced |
| Citizens Financial Group Inc | 14,407 | $844.0K | 0.03% | +88+0.6% | Added |
| Buckingham Strategic Partners | 14,422 | $844.0K | 0.18% | +14,422 | New |
| Hilltop Holdings Inc. | 14,302 | $837.0K | 0.09% | +1,733+13.8% | Added |
| Community Trust & Investment Co | 14,175 | $830.0K | 0.06% | −61−0.4% | Reduced |
| Clarius Group, LLC | 14,134 | $828.0K | 0.07% | +314+2.3% | Added |
| Voya Financial Advisors, Inc. | 13,967 | $817.0K | 0.09% | −621−4.3% | Reduced |
| Lindenwold Advisors | 13,915 | $815.0K | 0.48% | +13,915 | New |
| Farmers Trust Co | 13,907 | $814.0K | 0.17% | −397−2.8% | Reduced |
| S&CO Inc | 13,894 | $813.0K | 0.06% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 13,764 | $813.0K | 0.14% | +13,764 | New |
| Northwest Bancshares, Inc. | 13,810 | $809.0K | 0.16% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 13,773 | $806.0K | 0.35% | +96+0.7% | Added |
| Valeo Financial Advisors, LLC | 13,750 | $805.0K | 0.04% | +1,109+8.8% | Added |
| New England Asset Management Inc | 13,690 | $802.0K | 0.01% | −750−5.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,696 | $802.0K | 0.06% | +1,236+9.9% | Added |
| Rehmann Capital Advisory Group | 13,694 | $801.8K | 0.07% | −120−0.9% | Reduced |
| Monte Financial Group, LLC | 13,644 | $799.0K | 0.42% | −1,072−7.3% | Reduced |
| Norway Savings Bank | 13,603 | $796.0K | 0.35% | −131−1.0% | Reduced |
| Edge Capital Group, LLC | 13,595 | $796.0K | 0.06% | +1,313+10.7% | Added |
| CAPROCK Group, Inc. | 13,565 | $794.0K | 0.07% | +1,735+14.7% | Added |
| Equitable Holdings, Inc. | 13,542 | $793.0K | 0.01% | +21+0.2% | Added |
| Brown Advisory Securities, LLC | 13,458 | $793.0K | 0.34% | +300+2.3% | Added |
| Hancock Whitney Corp | 13,393 | $785.0K | 0.02% | −161−1.2% | Reduced |
| Fractal Investments LLC | 13,403 | $785.0K | 0.27% | +13,403 | New |
| Pearl River Capital, LLC | 13,366 | $783.0K | 0.21% | +13,366 | New |
| Hudson Valley Investment Advisors Inc | 13,270 | $777.0K | 0.12% | −920−6.5% | Reduced |
| Dowling & Yahnke LLC | 13,246 | $776.0K | 0.04% | −190−1.4% | Reduced |
| Loudon Investment Management, LLC | 13,231 | $775.0K | 0.49% | −500−3.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $768.0K | 0.23% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,078 | $766.0K | 0.06% | +377+3.0% | Added |
| Proequities, Inc. | 13,061 | $765.0K | 0.04% | −21−0.2% | Reduced |
| Trust Asset Management LLC | 13,026 | $763.0K | 0.09% | 00.0% | Unchanged |
| WBH Advisory Inc | 13,028 | $763.0K | 0.09% | +320+2.5% | Added |
| Court Place Advisors, LLC | 13,020 | $762.0K | 0.21% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 13,016 | $762.0K | 0.44% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 12,972 | $759.5K | 0.39% | +67+0.5% | Added |
| Westhampton Capital, LLC | 12,952 | $758.0K | 0.46% | −37−0.3% | Reduced |
| Chilton Investment Co LLC | 12,950 | $758.0K | 0.02% | 00.0% | Unchanged |
| Allen Investment Management LLC | 12,950 | $758.0K | 0.01% | +12,950 | New |
| Savant Capital, LLC | 12,903 | $755.0K | 0.02% | +945+7.9% | Added |
| First Farmers & Merchants Bank / Trust | 12,884 | $754.0K | 0.75% | +12,884 | New |
| Woodard & Co Asset Management Group Inc | 12,780 | $748.0K | 0.35% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 12,756 | $747.0K | 0.02% | +1,525+13.6% | Added |
| Pathway Financial Advisors LLC | 11,864 | $745.0K | 0.27% | +11,864 | New |
| NorthRock Partners, LLC | 12,581 | $737.0K | 0.06% | +2,213+21.3% | Added |
| Heron Financial Group, LLC | 11,483 | $735.0K | 0.40% | −85−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 12,472 | $731.0K | 0.20% | +12,472 | New |
| First Manhattan Co | 12,472 | $730.0K | 0.00% | +4,603+58.5% | Added |
| Bartlett & Co. Wealth Management LLC | 12,442 | $728.5K | 0.01% | −1,501−10.8% | Reduced |
| Bartlett & Co. LLC | 12,442 | $728.0K | 0.01% | −1,501−10.8% | Reduced |
| Successful Portfolios LLC | 12,380 | $725.0K | 0.39% | +145+1.2% | Added |
| American National Insurance Co | 12,370 | $724.0K | 0.16% | −73,235−85.5% | Reduced |
| Van Leeuwen & Company, LLC | 12,330 | $722.0K | 0.40% | −157−1.3% | Reduced |
| HBK Sorce Advisory LLC | 12,323 | $722.0K | 0.04% | +206+1.7% | Added |
| Sargent Bickham Lagudis LLC | 12,300 | $720.0K | 0.05% | +457+3.9% | Added |
| Baker Tilly Wealth Management, LLC | 12,283 | $719.0K | 0.08% | +2,212+22.0% | Added |
| Keebeck Alpha, LP | 12,280 | $719.0K | 0.26% | +4,005+48.4% | Added |
| Gratus Capital LLC | 12,254 | $717.0K | 0.07% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 12,102 | $709.0K | 0.42% | −29−0.2% | Reduced |
| Jackson Square Capital, LLC | 12,112 | $709.0K | 0.20% | +1,761+17.0% | Added |
| Resource Consulting Group Inc | 12,089 | $708.0K | 0.25% | +12,089 | New |
| Lumature Wealth Partners, LLC | 12,024 | $704.0K | 0.27% | 00.0% | Unchanged |
| Rede Wealth, LLC | 11,946 | $699.0K | 0.35% | −18,331−60.5% | Reduced |
| Radnor Capital Management, LLC | 11,918 | $698.0K | 0.17% | −450−3.6% | Reduced |
| Outlook Wealth Advisors, LLC | 11,883 | $696.0K | 0.20% | +274+2.4% | Added |
| Smith Chas P & Associates Pa Cpas | 11,848 | $694.0K | 0.05% | +40.0% | Added |
| Conning Inc. | 11,861 | $694.0K | 0.02% | +1,298+12.3% | Added |
| Asset Dedication, LLC | 11,807 | $693.0K | 0.08% | −139−1.2% | Reduced |
| ETF Managers Group, LLC | 11,847 | $693.0K | 0.01% | +564+5.0% | Added |
| Eads & Heald Wealth Management | 11,802 | $691.0K | 0.30% | +601+5.4% | Added |
| Forbes Financial Planning, Inc. | 11,800 | $691.0K | 0.68% | +11,800 | New |
| Assetmark, Inc | 11,791 | $690.0K | 0.00% | +3,445+41.3% | Added |
| Integrated Wealth Concepts LLC | 11,745 | $688.0K | 0.02% | −221−1.8% | Reduced |
| Formidable Asset Management, LLC | 11,633 | $687.0K | 0.13% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 11,659 | $683.0K | 0.33% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 11,635 | $681.0K | 0.19% | +11,635 | New |
| Lake Street Advisors Group, LLC | 11,494 | $673.0K | 0.04% | +11,494 | New |
| Cypress Capital Group | 11,310 | $662.0K | 0.08% | −2,135−15.9% | Reduced |
| Biltmore Family Office, LLC | 11,307 | $662.0K | 0.13% | +333+3.0% | Added |
| CIBC World Markets Inc. | 11,223 | $657.0K | 0.00% | +3,623+47.7% | Added |
| Shayne & Co., LLC | 11,184 | $655.0K | 0.35% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 11,141 | $651.0K | 0.21% | +64+0.6% | Added |
| Marietta Wealth Management, LLC | 11,094 | $650.0K | 0.13% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,092 | $649.0K | 0.04% | −6,700−37.7% | Reduced |
| Coastal Investment Advisors, Inc. | 11,059 | $647.0K | 0.14% | −147−1.3% | Reduced |
| Opus Capital Group, LLC | 11,049 | $647.0K | 0.13% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 10,999 | $644.0K | 0.07% | +540+5.2% | Added |
| Ballentine Partners, LLC | 10,979 | $643.0K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 10,974 | $643.0K | 0.35% | +10,974 | New |