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; 1,706 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, Q1 2022
Institutional positions in Truist Financial Corp as of Mar 31, 2022. 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
- 1,508
- +35 vs. Q4 2021
- Shares held
- 981.4M
- +11.7M (+1.2%) vs. Q4 2021
- Total value
- $55.6B
- −$1.24B (−2.2%) vs. Q4 2021
- New holders
- 119
- 649 more added
- Sold out
- 84
- 497 more reduced
15 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,706 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Community Trust NA | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 7 | $0 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | – | $850 | 0.00% | – | – |
| Global Financial Private Client, LLC | 16 | $885 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 24 | $1.00K | 0.00% | +1+4.3% | Added |
| TFC Financial Management | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| GoalVest Advisory LLC | 14 | $1.00K | 0.00% | +14 | New |
| Rockbridge Investment Management, LCC | 34 | $1.88K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 44 | $2.00K | 0.00% | +1+2.3% | Added |
| Bay Harbor Wealth Management, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 50 | $2.00K | 0.00% | −1−2.0% | Reduced |
| Lowe Wealth Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 39 | $2.00K | 0.00% | +5+14.7% | Added |
| Loomis Sayles & Co L P | 30 | $2.00K | 0.00% | +30 | New |
| J.Safra Asset Management Corp | 129 | $2.00K | 0.04% | +129 | New |
| Old North State Trust, LLC | 48 | $2.74K | 2.20% | −55,854−99.9% | Reduced |
| Spectrum Management Group, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 59 | $3.00K | 0.00% | +59 | New |
| SJS Investment Consulting Inc. | 49 | $3.00K | 0.00% | +49 | New |
| JNBA Financial Advisors | 63 | $4.00K | 0.00% | −225−78.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 70 | $4.00K | 0.00% | +13+22.8% | Added |
| Institutional & Family Asset Management, LLC | 64 | $4.00K | 0.00% | +64 | New |
| PrairieView Partners, LLC | 76 | $4.00K | 0.00% | +76 | New |
| Newbridge Financial Services Group, Inc. | 94 | $5.00K | 0.00% | −599−86.4% | Reduced |
| GW&K Investment Management, LLC | 93 | $5.00K | 0.00% | +93 | New |
| Estabrook Capital Management | 97 | $5.50K | 0.00% | +44+83.0% | Added |
| O'Dell Group, LLC | 109 | $6.00K | 0.00% | −134−55.1% | Reduced |
| Field & Main Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 99 | $6.00K | 0.00% | +99 | New |
| Horan Securities, Inc. | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 132 | $7.00K | 0.00% | +132 | New |
| Ahrens Investment Partners LLC | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 140 | $8.00K | 0.00% | +140 | New |
| Ci Investments Inc. | 166 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 163 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $9.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 157 | $9.00K | 0.00% | +157 | New |
| Northwest Investment Counselors, LLC | 180 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 177 | $10.0K | 0.00% | +26+17.2% | Added |
| Advanced Research Investment Solutions, LLC | 170 | $10.0K | 0.00% | +170 | New |
| Sierra Capital LLC | 186 | $11.0K | 0.00% | −17−8.4% | Reduced |
| SOA Wealth Advisors, LLC. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 188 | $11.0K | 0.00% | +94+100.0% | Added |
| Siena Capital LLC | 200 | $11.0K | 0.01% | +200 | New |
| Accel Wealth Management | 221 | $12.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 213 | $12.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 207 | $12.0K | 0.00% | +59+39.9% | Added |
| Smith Group Asset Management, LLC | 229 | $13.0K | 0.00% | −13−5.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 238 | $13.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 221 | $13.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 225 | $13.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 248 | $14.0K | 0.01% | −270−52.1% | Reduced |
| Tyler-Stone Wealth Management | 250 | $14.0K | 0.01% | −29−10.4% | Reduced |
| Global Trust Asset Management, LLC | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 255 | $14.0K | 0.01% | +2+0.8% | Added |
| Private Ocean, LLC | 248 | $14.0K | 0.00% | +1+0.4% | Added |
| Schubert & Co | 264 | $15.0K | 0.02% | +230+676.5% | Added |
| Cascade Investment Advisors, Inc. | 277 | $15.7K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 299 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 295 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 294 | $17.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 316 | $17.9K | 0.01% | +316 | New |
| Clean Yield Group | 318 | $18.0K | 0.01% | −1,889−85.6% | Reduced |
| Baldrige Asset Management LLC | 320 | $18.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 320 | $18.0K | 0.02% | +320 | New |
| Greenwood Capital Associates LLC | 330 | $19.0K | 0.00% | −25,300−98.7% | Reduced |
| Webster Bank, N. A. | 339 | $19.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 339 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 338 | $19.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 331 | $19.0K | 0.00% | +2+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 345 | $19.6K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $20.0K | 0.01% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 357 | $20.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 374 | $21.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $21.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 364 | $21.0K | 0.01% | +105+40.5% | Added |
| TCTC Holdings, LLC | 387 | $22.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 394 | $22.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 422 | $24.0K | 0.00% | −139−24.8% | Reduced |
| Ancora Advisors, LLC | 465 | $26.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 459 | $26.0K | 0.02% | +459 | New |
| Beacon Capital Management, LLC | 455 | $26.0K | 0.01% | +455 | New |
| Citizens National Bank Trust Department | 560 | $27.0K | 0.01% | −100−15.2% | Reduced |
| McIlrath & Eck, LLC | 480 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 472 | $27.0K | 0.01% | +472 | New |
| Financial Perspectives, Inc | 505 | $28.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 525 | $30.0K | 0.01% | −64−10.9% | Reduced |
| Peoples Financial Services Corp. | 544 | $31.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 553 | $31.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 550 | $31.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 600 | $34.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 600 | $34.0K | 0.01% | +1+0.2% | Added |
| Providence Capital Advisors, LLC | 1,413 | $36.0K | 0.01% | +501+54.9% | Added |