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, 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 | 1,707 | $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, 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 |
|---|---|---|---|---|---|
| New England Research & Management, Inc. | 50,324 | $2.85M | 1.48% | +7,226+16.8% | Added |
| Welch & Forbes LLC | 50,721 | $2.88M | 0.05% | −1,933−3.7% | Reduced |
| Rather & Kittrell, Inc. | 51,568 | $2.92M | 2.85% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 51,811 | $2.94M | 0.02% | −142−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 51,808 | $2.94M | 0.16% | +7,582+17.1% | Added |
| IFP Advisors, Inc | 53,794 | $2.94M | 0.04% | +38,691+256.2% | Added |
| Nicholas Hoffman & Company, LLC. | 52,476 | $2.98M | 0.12% | −980−1.8% | Reduced |
| Whitener Capital Management, Inc. | 52,800 | $2.99M | 1.12% | +4,271+8.8% | Added |
| Brown Brothers Harriman & Co | 52,977 | $3.00M | 0.02% | −753−1.4% | Reduced |
| Massmutual Trust Co FSB | 53,113 | $3.01M | 0.11% | +9,970+23.1% | Added |
| Equitable Trust Co | 53,313 | $3.02M | 0.19% | −1,154−2.1% | Reduced |
| HB Wealth Management, LLC | 53,551 | $3.04M | 0.06% | +27,532+105.8% | Added |
| First Horizon Advisors, Inc. | 54,059 | $3.06M | 0.17% | −53,754−49.9% | Reduced |
| Norinchukin Bank, The | 54,186 | $3.07M | 0.04% | +9,892+22.3% | Added |
| Cornerstone Advisory, LLC | 54,914 | $3.11M | 0.47% | +6,641+13.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 55,146 | $3.13M | 0.02% | +55,146 | New |
| Pearl River Capital, LLC | 55,309 | $3.14M | 0.86% | +41,943+313.8% | Added |
| Iowa State Bank | 55,975 | $3.17M | 0.74% | +6,583+13.3% | Added |
| Trustmark National Bank Trust Department | 56,182 | $3.19M | 0.25% | −1,045−1.8% | Reduced |
| Blair William & Co | 56,690 | $3.21M | 0.01% | +4,234+8.1% | Added |
| North Star Investment Management Corp. | 57,160 | $3.24M | 0.25% | +1,327+2.4% | Added |
| Ahl Investment Management, Inc. | 57,324 | $3.25M | 2.98% | −865−1.5% | Reduced |
| Laurel Wealth Advisors LLC | 57,523 | $3.26M | 0.70% | 00.0% | Unchanged |
| Alps Advisors Inc | 57,805 | $3.28M | 0.04% | −8,047−12.2% | Reduced |
| Capital Investment Counsel, Inc | 58,278 | $3.30M | 0.69% | +184+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 58,680 | $3.33M | 0.07% | −1,374−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 58,679 | $3.33M | 0.05% | +39,690+209.0% | Added |
| E. Ohman J:or Asset Management AB | 59,300 | $3.36M | 0.11% | −3,800−6.0% | Reduced |
| Valley National Advisers Inc | 59,423 | $3.37M | 0.65% | −100.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 59,600 | $3.38M | 2.40% | −328−0.5% | Reduced |
| South State Corp. | 59,678 | $3.38M | 0.27% | +8,407+16.4% | Added |
| Triangle Securities Wealth Management | 59,814 | $3.39M | 1.14% | +2,286+4.0% | Added |
| First American Bank | 60,166 | $3.41M | 0.29% | +6,054+11.2% | Added |
| Parcion Private Wealth LLC | 60,531 | $3.44M | 0.32% | −11,675−16.2% | Reduced |
| Zions Bancorporation, N.A. | 60,669 | $3.44M | 0.31% | +8,766+16.9% | Added |
| Peloton Wealth Strategists | 60,925 | $3.45M | 1.44% | +475+0.8% | Added |
| Hamel Associates, Inc. | 61,194 | $3.47M | 1.23% | −81−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 61,304 | $3.48M | 0.05% | −27,225−30.8% | Reduced |
| Bray Capital Advisors | 61,392 | $3.48M | 0.89% | +402+0.7% | Added |
| Old Point Trust & Financial Services N A | 61,439 | $3.48M | 1.43% | −700−1.1% | Reduced |
| Colony Group LLC | 61,744 | $3.50M | 0.05% | −1,308−2.1% | Reduced |
| Aptus Capital Advisors, LLC | 62,066 | $3.52M | 0.11% | +1,114+1.8% | Added |
| Stanley-Laman Group, Ltd. | 62,265 | $3.53M | 0.49% | +5,146+9.0% | Added |
| Souders Financial Advisors | 62,293 | $3.53M | 1.02% | +1,540+2.5% | Added |
| Coastline Trust Co | 62,914 | $3.57M | 0.43% | −1,000−1.6% | Reduced |
| JT Stratford LLC | 62,948 | $3.57M | 1.04% | +8,388+15.4% | Added |
| Brooks, Moore & Associates, Inc. | 63,625 | $3.61M | 2.21% | +200+0.3% | Added |
| Jackson Wealth Management, LLC | 63,663 | $3.61M | 0.50% | +63,663 | New |
| Marotta Asset Management | 63,715 | $3.61M | 0.84% | +1,102+1.8% | Added |
| Verdence Capital Advisors LLC | 64,257 | $3.64M | 0.41% | −3,921−5.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 64,379 | $3.65M | 0.51% | −369−0.6% | Reduced |
| Marco Investment Management LLC | 65,385 | $3.71M | 0.38% | +1,906+3.0% | Added |
| Culbertson A N & Co Inc | 65,927 | $3.74M | 0.70% | −796−1.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 66,435 | $3.77M | 0.21% | +5,239+8.6% | Added |
| Huber Capital Management LLC | 66,490 | $3.77M | 0.93% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 66,494 | $3.77M | 0.60% | +428+0.6% | Added |
| Magnetar Financial LLC | 66,753 | $3.79M | 0.04% | +34,249+105.4% | Added |
| Goelzer Investment Management, Inc. | 66,979 | $3.80M | 0.33% | +3,797+6.0% | Added |
| Gator Capital Management, LLC | 67,099 | $3.81M | 2.78% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 67,255 | $3.81M | 0.48% | +1,552+2.4% | Added |
| Beacon Investment Advisory Services, Inc. | 67,278 | $3.81M | 0.16% | +3,352+5.2% | Added |
| Private Advisor Group, LLC | 67,314 | $3.82M | 0.03% | −3,105−4.4% | Reduced |
| United Bank | 67,742 | $3.84M | 0.51% | 00.0% | Unchanged |
| Forum Financial Management, LP | 68,026 | $3.86M | 0.19% | −11,282−14.2% | Reduced |
| Prudential PLC | 68,286 | $3.87M | 0.06% | +35,315+107.1% | Added |
| Ziegler Capital Management, LLC | 70,350 | $3.90M | 0.16% | −11,446−14.0% | Reduced |
| Signature Wealth Management Group | 69,048 | $3.92M | 1.76% | +3,213+4.9% | Added |
| Salem Capital Management Inc | 69,742 | $3.95M | 2.22% | +67+0.1% | Added |
| Citizens Business Bank | 69,799 | $3.96M | 0.48% | +5,510+8.6% | Added |
| Ascent Group, LLC | 70,454 | $4.00M | 0.46% | +66,346+1,615.0% | Added |
| Cornerstone Wealth Group, LLC | 70,512 | $4.00M | 0.73% | +7,458+11.8% | Added |
| Hallmark Capital Management Inc | 70,834 | $4.02M | 0.34% | +4,480+6.8% | Added |
| Thompson Siegel & Walmsley LLC | 71,728 | $4.07M | 0.06% | −151−0.2% | Reduced |
| Shell Asset Management Co | 72,025 | $4.08M | 0.10% | +160+0.2% | Added |
| People's United Financial, Inc. | 73,431 | $4.16M | 0.12% | −941−1.3% | Reduced |
| Welch Group, LLC | 73,745 | $4.18M | 0.24% | +5,875+8.7% | Added |
| Hedeker Wealth, LLC | 74,198 | $4.21M | 1.27% | +18,792+33.9% | Added |
| Arbor Investment Advisors, LLC | 74,324 | $4.21M | 0.80% | +498+0.7% | Added |
| United Bank | 74,457 | $4.22M | 2.24% | +2,938+4.1% | Added |
| Cetera Advisor Networks LLC | 74,753 | $4.24M | 0.05% | +8,448+12.7% | Added |
| Kavar Capital Partners Group, LLC | 75,171 | $4.26M | 0.92% | +1,756+2.4% | Added |
| Crossmark Global Holdings, Inc. | 76,936 | $4.36M | 0.10% | −3,203−4.0% | Reduced |
| New Mexico Educational Retirement Board | 77,588 | $4.40M | 0.16% | −3,900−4.8% | Reduced |
| Shelton Capital Management | 77,615 | $4.40M | 0.16% | −33,564−30.2% | Reduced |
| Reliant Investment Management, LLC | 77,969 | $4.42M | 2.27% | −3,950−4.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 77,948 | $4.42M | 1.20% | −350−0.4% | Reduced |
| Louisiana State Employees Retirement System | 84,200 | $4.43M | 0.10% | +500+0.6% | Added |
| Pendal Group Limited | 78,079 | $4.43M | 0.04% | +10,492+15.5% | Added |
| Millennium Management LLC | 78,331 | $4.44M | 0.01% | −539,984−87.3% | Reduced |
| Edgestream Partners, L.P. | 78,635 | $4.46M | 0.36% | +32,364+69.9% | Added |
| Eudaimonia Partners, LLC | 79,119 | $4.49M | 0.76% | +79,119 | New |
| Kingsview Wealth Management, LLC | 79,575 | $4.51M | 0.20% | −6,831−7.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 81,596 | $4.63M | 0.99% | −1,576−1.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 81,765 | $4.64M | 0.47% | +90+0.1% | Added |
| Daiwa Securities Group Inc. | 81,798 | $4.64M | 0.03% | +3,348+4.3% | Added |
| First National Trust Co | 82,064 | $4.65M | 0.24% | +1,440+1.8% | Added |
| Metropolitan Life Insurance Co | 82,377 | $4.67M | 0.17% | −70,392−46.1% | Reduced |
| Level Four Advisory Services, LLC | 82,422 | $4.67M | 0.37% | −4,322−5.0% | Reduced |
| Cerity Partners LLC | 82,933 | $4.70M | 0.07% | −3,267−3.8% | Reduced |
| Concord Wealth Partners | 83,124 | $4.71M | 1.22% | +1,191+1.5% | Added |