Skip to main content

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.

Other share classesTFC.PITFC.POTFC.PR

Q1 2022 vs. Q4 2021

How the institutions holding Truist Financial Corp changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of TFC: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders1,488151,508+35
Shares970.4M698.3K981.4M+11.7M (+1.2%)
Value$56.9B$40.6M$55.6B−$1.24B (−2.2%)

15 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (119)

Institutions that held Truist Financial Corp at the end of Q1 2022 but not at the end of Q4 2021.

Showing the largest 100 of 119 by value.

Institutions new to TFC in Q1 2022
InstitutionSharesValue% of portfolio
Barclays PLC4,608,694$261.3M0.21%
Abeille Asset Management SA751,231$42.6M1.22%
Adams Diversified Equity Fund, Inc.400,400$22.7M0.90%
Amalgamated Financial Corp.336,795$19.1M0.15%
Select Equity Group, L.P.243,575$13.8M0.04%
Twinbeech Capital LP216,950$12.3M0.54%
Bluestein R H & Co202,869$11.5M0.48%
Par Capital Management Inc175,000$9.92M0.24%
Wealth Advisory Solutions, LLC166,997$9.47M1.97%
Allen Mooney & Barnes Investment Advisors LLC157,879$8.95M1.98%
Dakota Wealth Management110,235$6.25M0.51%
Foyston, Gordon, & Payne Inc84,565$4.79M1.17%
Eudaimonia Partners, LLC79,119$4.49M0.76%
Jackson Wealth Management, LLC63,663$3.61M0.50%
Connor, Clark & Lunn Investment Management Ltd.55,146$3.13M0.02%
Waddell & Associates, LLC50,283$2.85M0.46%
Delta Capital Management LLC48,240$2.73M1.82%
Aaron Wealth Advisors146,569$2.58M0.05%
Arrowstreet Capital, Limited Partnership43,692$2.48M0.00%
Achmea Investment Management B.V.42,979$2.44M0.06%
Reynolds Investment Management, Inc.41,594$2.36M0.70%
Twin Tree Management, LP40,201$2.28M0.04%
Simplex Trading, LLC37,588$2.13M0.07%
Natixis Investment Managers International36,060$2.04M0.04%
MCF Advisors LLC31,947$1.81M0.17%
Donaldson Capital Management, LLC31,570$1.79M0.08%
Hennessy Advisors Inc30,000$1.70M0.09%
Enlightenment Research, LLC24,700$1.40M1.86%
Global Retirement Partners, LLC29,421$1.38M0.11%
RFG Advisory, LLC23,917$1.36M0.09%
HRT Financial LP22,775$1.29M0.01%
Atria Wealth Solutions, Inc.21,923$1.24M0.02%
WealthPlan Investment Management, LLC24,920$1.20M0.08%
Shepherd Kaplan Krochuk, LLC19,234$1.09M0.42%
Y-Intercept (Hong Kong) Ltd18,388$1.04M0.24%
WBI Investments15,147$858.0K0.14%
Hazlett, Burt & Watson, Inc.13,722$778.0K0.62%
Stone Point Wealth LLC11,923$659.0K0.37%
Keel Point, LLC11,521$653.0K0.10%
Fund Management at Engine No. 1 LLC11,296$640.0K0.16%
Cliftonlarsonallen Wealth Advisors, LLC10,831$614.0K0.02%
Sentry Investment Management LLC10,644$604.0K0.19%
Quantbot Technologies LP10,322$585.0K0.05%
Red Cedar Investment Management, LLC10,044$569.0K0.08%
Two Sigma Securities, LLC9,932$563.0K0.08%
NFP Retirement, Inc.9,276$526.0K0.12%
Zeke Capital Advisors, LLC9,132$518.0K0.03%
Grant/GrossMendelsohn, LLC9,708$504.0K0.25%
Laurion Capital Management LP8,512$483.0K0.01%
Summit Trail Advisors, LLC8,217$466.0K0.04%
Astrantus Ltd8,200$465.0K0.78%
Folger Nolan Fleming Douglas Capital Management, Inc7,621$432.0K0.05%
Fox Run Management, L.L.C.7,572$429.0K0.24%
LMCG Investments, LLC7,292$413.0K0.02%
Country Club Bank6,400$376.0K0.03%
Mendel Money Management6,627$376.0K0.18%
ICA Group Wealth Management, LLC7,406$367.0K0.07%
Lansing Street Advisors6,800$366.0K0.23%
Sunflower Bank, N.A.5,844$331.0K0.04%
Silver Oak Securities, Inc6,120$329.0K0.07%
QVR LLC5,747$326.0K1.30%
Single Point Partners, LLC5,327$302.0K0.08%
First Interstate Bank5,223$296.0K0.03%
Kingsbury Capital Investment Advisors LLC5,159$293.0K0.32%
Sciencast Management LP5,292$291.0K0.07%
Buckley Wealth Management, LLC5,123$290.0K0.08%
MBL Wealth, LLC4,964$281.0K0.07%
Strategic Wealth Designers4,754$270.0K0.06%
Second Half Financial Partners, LLC4,638$270.0K0.22%
M Holdings Securities, Inc.4,613$262.0K0.02%
Childress Capital Advisors, LLC4,348$248.0K0.09%
Teamwork Financial Advisors, LLC4,263$242.0K0.05%
Parametrica Management Ltd4,217$239.0K0.18%
Meiji Yasuda Life Insurance Co4,186$237.0K0.00%
Lyell Wealth Management, LP4,164$236.0K0.03%
Resurgent Financial Advisors LLC4,126$234.0K0.15%
Perigon Wealth Management, LLC4,041$229.0K0.02%
Worth Asset Management, LLC4,913$228.0K0.15%
Chicago Trust Co NA4,009$227.0K0.05%
Bradley Foster & Sargent Inc3,917$222.0K0.00%
Moneywise, Inc.3,887$220.0K0.14%
Capital Square, LLC3,830$217.0K0.15%
KCM Investment Advisors LLC3,796$215.0K0.01%
Meridian Wealth Partners, LLC3,766$213.0K0.04%
Cahaba Wealth Management, Inc.4,380$211.0K0.03%
DSC Advisors, L.P.3,664$208.0K0.17%
Old Mission Capital LLC3,607$205.0K0.01%
CX Institutional3,597$204.0K0.02%
Rollins Financial3,551$201.0K0.06%
Rockland Trust Co3,535$200.0K0.01%
Keudell/Morrison Wealth Management3,529$200.0K0.08%
Bank of New Hampshire2,640$150.0K0.04%
Tompkins Financial Corp2,005$114.0K0.02%
PFG Private Wealth Management, LLC1,963$111.0K0.06%
Money Concepts Capital Corp1,786$101.0K0.01%
Ten Capital Wealth Advisors, LLC1,491$85.0K0.04%
Herold Advisors, Inc.1,346$76.4K0.03%
Cyrus J. Lawrence, LLC472$27.0K0.01%
Carolina Wealth Advisors, LLC459$26.0K0.02%
Beacon Capital Management, LLC455$26.0K0.01%

Sold out (84)

Institutions that held Truist Financial Corp at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of TFC in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Clark Capital Management Group, Inc.691,890$40.5M
Capitolis Advisors LLC444,049$26.0M
Advisors Asset Management, Inc.314,025$18.4M
Gillson Capital LP206,238$12.1M
Balyasny Asset Management LLC159,906$9.36M
Soapstone Management L.P.68,750$4.03M
Capstone Investment Advisors, LLC67,485$3.95M
Signet Financial Management, LLC42,631$2.50M
Watchman Group, Inc.39,133$2.29M
SG3 Management, LLC35,000$2.05M
Schonfeld Strategic Advisors LLC21,959$1.28M
Trexquant Investment LP20,918$1.23M
Pensionfund DSM Netherlands20,000$1.17M
Hancock Whitney Investment Services Inc.13,764$813.0K
Marietta Wealth Management, LLC11,094$650.0K
MBB Public Markets I LLC10,631$622.0K
Engine No. 1 LLC9,136$535.0K
Affinity Wealth Management LLC6,760$442.0K
Contravisory Investment Management, Inc.7,541$442.0K
Braun-Bostich & Associates Inc.6,760$442.0K
Stevens Capital Management LP7,291$427.0K
Congress Wealth Management LLC7,247$424.0K
Neo Ivy Capital Management6,126$359.0K
EPG Wealth Management LLC5,984$350.0K
Aigen Investment Management, LP5,260$314.0K
Manchester Financial Inc4,745$278.0K
Virtu Financial LLC4,681$274.0K
Agf Investments Inc.4,627$271.0K
Americana Partners, LLC4,387$256.0K
Quantamental Technologies LLC4,331$254.0K
Riverwater Partners LLC4,149$243.0K
Domani Wealth, LLC4,106$240.0K
Beaird Harris Wealth Management, LLC4,104$240.0K
Blue Barn Wealth, LLC3,885$227.0K
International Assets Investment Management, LLC4,375$220.0K
Ropes Wealth Advisors LLC3,736$219.0K
Greatmark Investment Partners, Inc.3,596$211.0K
Chicago Capital, LLC3,600$211.0K
Patron Partners Advisors, LLC3,612$211.0K
Redmond Asset Management, LLC3,565$209.0K
Apriem Advisors3,557$208.0K
Destination Wealth Management3,528$207.0K
Baltimore-Washington Financial Advisors, Inc.3,537$207.0K
Ssi Investment Management LLC3,499$206.0K
Private Asset Management Inc3,511$206.0K
CCG Wealth Management, LLC3,525$206.0K
Fermata Advisors, LLC3,516$206.0K
Autumn Glory Partners, LLC3,525$206.0K
Warther Private Wealth, LLC3,408$206.0K
Harbor Advisors LLC3,500$205.0K
Wells Trecaso Financial Group, LLC3,500$205.0K
Phoenix Wealth Advisors3,495$205.0K
Northside Capital Management, LLC3,485$204.0K
qPULA Trading Management LP3,482$204.0K
Roanoke Asset Management Corp3,447$202.0K
Boyd Watterson Asset Management LLC3,454$202.0K
Klingenstein Fields & Co LP3,425$201.0K
VeraBank, N.A.3,440$201.0K
NuWave Investment Management, LLC3,074$180.0K
Mystic Asset Management, Inc.2,178$127.0K
CenterStar Asset Management, LLC–$74.0K
Concorde Financial Corp1,156$72.0K
Confluence Wealth Services, Inc.1,155$67.0K
Barrett Asset Management, LLC1,086$64.0K
Standard Family Office LLC930$54.0K
Sirios Capital Management L P879$51.0K
Equitec Proprietary Markets, LLC815$48.0K
Stonebridge Financial Planning Group, LLC609$38.0K
Retirement Planning Co of New England, Inc.657$38.0K
Edge Wealth Management LLC560$33.0K
Elmwood Wealth Management, Inc.434$25.0K
Jefferies Group LLC400$23.4K
Truvestments Capital LLC201$12.0K
McCarthy Grittinger Financial Group, LLC189$11.1K
Total Clarity Wealth Management, Inc.184$11.0K
Advocacy Wealth Management Services, LLC177$10.0K
Northern Oak Wealth Management Inc151$9.00K
Eagle Bay Advisors LLC99$6.00K
Chilton Capital Management LLC48$3.00K
Roble, Belko & Company, Inc56$3.00K
Costello Asset Management, INC56$3.00K
Absolute Capital Management, LLC46$2.69K
Atwood & Palmer Inc32$2.00K
Rinkey Investments13$0

Not filed for Q1 2022 yet (15)

Institutions that held Truist Financial Corp at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TFC in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Carroll Financial Associates, Inc.213,182$12.5M
Andra AP-fonden144,400$8.46M
Tdam USA Inc.135,910$7.96M
Pineno Levin & Ford Asset Management, Inc.108,422$6.35M
First Midwest Bank Trust Division28,398$1.66M
Altavista Wealth Management, Inc.22,684$1.33M
NEXT Financial Group, Inc9,992$585.0K
Quest Capital Management Inc8,290$485.0K
Tradewinds, LLC.11,800$435.7K
Country Club Trust Company, n.a.6,400$374.0K
Crescent Capital Consulting, LLC3,668$215.0K
Hayden Royal, LLC2,287$134.0K
Harbour Investments, Inc.1,981$116.0K
Reilly Financial Advisors, LLC478$28.0K
Bell Investment Advisors, Inc386$23.0K