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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 83,145 | $4.71M | 0.00% | +4,275+5.4% | Added |
| Richard Bernstein Advisors LLC | 84,504 | $4.79M | 0.09% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 84,533 | $4.79M | 0.19% | −611−0.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 84,565 | $4.79M | 1.17% | +84,565 | New |
| Kentucky Retirement Systems | 85,086 | $4.82M | 0.20% | +3,823+4.7% | Added |
| Griffin Asset Management, Inc. | 85,107 | $4.83M | 0.63% | −1,816−2.1% | Reduced |
| AlphaCrest Capital Management LLC | 85,353 | $4.84M | 0.27% | +5,835+7.3% | Added |
| YHB Investment Advisors, Inc. | 85,441 | $4.84M | 0.43% | −676−0.8% | Reduced |
| Bridge Creek Capital Management LLC | 85,527 | $4.85M | 1.62% | +656+0.8% | Added |
| Leavell Investment Management, Inc. | 86,921 | $4.93M | 0.34% | +2,732+3.2% | Added |
| GWM Advisors LLC | 87,087 | $4.94M | 0.09% | +12,678+17.0% | Added |
| Xponance, Inc. | 87,218 | $4.95M | 0.08% | +2,353+2.8% | Added |
| Parsec Financial Management, Inc. | 87,650 | $4.97M | 0.21% | +13,840+18.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 88,000 | $4.99M | 0.11% | +221+0.3% | Added |
| Ethic Inc. | 88,111 | $5.00M | 0.34% | +18,468+26.5% | Added |
| Advisory Services Network, LLC | 88,323 | $5.01M | 0.15% | +11,895+15.6% | Added |
| Wealthfront Advisers LLC | 88,606 | $5.02M | 0.02% | −19,017−17.7% | Reduced |
| Eastern Bank | 89,434 | $5.07M | 0.24% | −18,210−16.9% | Reduced |
| Corient Capital Partners, LLC | 90,207 | $5.12M | 0.34% | +1,406+1.6% | Added |
| TownSquare Capital, LLC | 90,878 | $5.15M | 0.13% | −775−0.8% | Reduced |
| Hantz Financial Services, Inc. | 91,243 | $5.17M | 0.15% | +5,892+6.9% | Added |
| Intact Investment Management Inc. | 91,700 | $5.20M | 0.13% | −41,300−31.1% | Reduced |
| Bragg Financial Advisors, Inc | 92,227 | $5.23M | 0.30% | +985+1.1% | Added |
| Old National Bancorp | 93,316 | $5.29M | 0.20% | +1,684+1.8% | Added |
| Am Investment Strategies LLC | 93,411 | $5.30M | 1.40% | +80+0.1% | Added |
| tru Independence LLC | 93,848 | $5.32M | 1.44% | −34,466−26.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 94,297 | $5.35M | 0.05% | −4,104−4.2% | Reduced |
| Capital International Sarl | 94,401 | $5.35M | 0.27% | −833−0.9% | Reduced |
| Capital Insight Partners, LLC | 95,244 | $5.40M | 1.10% | +6,537+7.4% | Added |
| Pacer Advisors, Inc. | 95,922 | $5.44M | 0.04% | +26,561+38.3% | Added |
| Cardinal Capital Management | 95,996 | $5.44M | 1.10% | +3,362+3.6% | Added |
| Huntington National Bank | 96,332 | $5.46M | 0.05% | +974+1.0% | Added |
| Beach Investment Counsel Inc | 96,342 | $5.46M | 0.58% | −58,124−37.6% | Reduced |
| Candriam Luxembourg S.C.A. | 96,448 | $5.47M | 0.04% | +9,905+11.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 96,804 | $5.49M | 0.07% | +1,539+1.6% | Added |
| Flputnam Investment Management Co | 96,972 | $5.50M | 0.18% | +2,458+2.6% | Added |
| Diversified Trust Co | 98,017 | $5.56M | 0.19% | −68,512−41.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 100,122 | $5.68M | 0.09% | +1,103+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 101,737 | $5.77M | 0.21% | +22,883+29.0% | Added |
| Great Lakes Advisors, LLC | 102,449 | $5.81M | 0.10% | +51,509+101.1% | Added |
| Maryland State Retirement & Pension System | 103,108 | $5.85M | 0.16% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 103,220 | $5.85M | 0.32% | −118,780−53.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 103,768 | $5.88M | 0.12% | +277+0.3% | Added |
| Bogart Wealth, LLC | 104,169 | $5.91M | 0.51% | +56,642+119.2% | Added |
| Mercer Global Advisors Inc | 104,264 | $5.91M | 0.03% | +20,738+24.8% | Added |
| Ingalls & Snyder LLC | 104,413 | $5.92M | 0.27% | +2,207+2.2% | Added |
| Elo Mutual Pension Insurance Co | 104,986 | $5.95M | 0.17% | +2,857+2.8% | Added |
| Jones Financial Companies LLLP | 105,240 | $5.97M | 0.01% | +9,950+10.4% | Added |
| Cypress Capital Management LLC | 105,436 | $5.98M | 0.75% | −160,748−60.4% | Reduced |
| AQR Capital Management LLC | 106,623 | $6.05M | 0.01% | +10,137+10.5% | Added |
| Oregon Public Employees Retirement Fund | 107,743 | $6.11M | 0.06% | −559−0.5% | Reduced |
| Opus Investment Management Inc | 108,100 | $6.13M | 0.94% | 00.0% | Unchanged |
| XML Financial, LLC | 108,309 | $6.14M | 0.73% | +343+0.3% | Added |
| Motco | 108,403 | $6.15M | 0.40% | −3,456−3.1% | Reduced |
| Westover Capital Advisors, LLC | 108,534 | $6.15M | 1.92% | −1,180−1.1% | Reduced |
| Securian Asset Management, Inc | 108,783 | $6.17M | 0.12% | −1,548−1.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 110,090 | $6.24M | 2.88% | +99,258+916.3% | Added |
| Engineers Gate Manager LP | 110,089 | $6.24M | 0.24% | +101,839+1,234.4% | Added |
| Dakota Wealth Management | 110,235 | $6.25M | 0.51% | +110,235 | New |
| Kovitz Investment Group Partners, LLC | 111,552 | $6.33M | 0.12% | −6,874−5.8% | Reduced |
| First Citizens Bank & Trust Co | 111,581 | $6.33M | 0.25% | +10,953+10.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 128,843 | $6.39M | 0.26% | +4,030+3.2% | Added |
| Westpac Banking Corp | 113,616 | $6.44M | 0.07% | −270−0.2% | Reduced |
| FinTrust Capital Advisors, LLC | 115,060 | $6.52M | 1.51% | +304+0.3% | Added |
| LaFleur & Godfrey LLC | 115,533 | $6.55M | 0.88% | +29,125+33.7% | Added |
| Keating Investment Counselors Inc | 116,287 | $6.59M | 2.82% | −575−0.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 116,988 | $6.63M | 0.15% | −7,922−6.3% | Reduced |
| Smith, Salley & Associates | 117,077 | $6.64M | 0.50% | −4,812−3.9% | Reduced |
| Kestra Advisory Services, LLC | 118,923 | $6.74M | 0.07% | −7,649−6.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 123,355 | $6.75M | 0.92% | +14,977+13.8% | Added |
| Keybank National Association | 119,137 | $6.75M | 0.03% | −2,899−2.4% | Reduced |
| Sandy Spring Bank | 119,213 | $6.76M | 0.34% | −118−0.1% | Reduced |
| Parkside Investments, LLC | 119,267 | $6.76M | 1.32% | +10,952+10.1% | Added |
| Icon Wealth Partners, LLC | 121,652 | $6.90M | 0.69% | −1,262−1.0% | Reduced |
| Colonial Trust Advisors | 122,396 | $6.94M | 0.82% | +717+0.6% | Added |
| TD Private Client Wealth LLC | 125,545 | $7.12M | 0.30% | −137−0.1% | Reduced |
| Camden National Bank | 125,954 | $7.14M | 1.29% | +1,618+1.3% | Added |
| Hyman Charles D | 126,196 | $7.16M | 0.45% | −3,763−2.9% | Reduced |
| Sequoia Financial Advisors, LLC | 126,412 | $7.17M | 0.18% | +20,197+19.0% | Added |
| M&T Bank Corp | 127,203 | $7.21M | 0.03% | −72,918−36.4% | Reduced |
| Terry L. Blaker | 127,742 | $7.24M | 0.59% | −1,774−1.4% | Reduced |
| Atria Investments LLC | 127,946 | $7.25M | 0.13% | +18,225+16.6% | Added |
| Taylor Wealth Management Partners | 129,081 | $7.32M | 2.96% | −5,864−4.3% | Reduced |
| Blueshift Asset Management, LLC | 131,714 | $7.47M | 0.68% | +126,933+2,654.9% | Added |
| Whittier Trust Co of Nevada Inc | 131,824 | $7.47M | 0.27% | +15,222+13.1% | Added |
| German American Bancorp, Inc. | 132,960 | $7.54M | 1.10% | +2,959+2.3% | Added |
| Hartford Investment Management Co | 133,579 | $7.57M | 0.20% | −9,249−6.5% | Reduced |
| Biondo Investment Advisors, LLC | 132,621 | $7.58M | 1.34% | +4,336+3.4% | Added |
| Galvin, Gaustad & Stein, LLC | 137,809 | $7.81M | 0.70% | −10,861−7.3% | Reduced |
| KBC Group NV | 140,653 | $7.97M | 0.03% | −488,908−77.7% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 140,731 | $7.98M | 0.43% | −4,552−3.1% | Reduced |
| 1832 Asset Management L.P. | 143,435 | $8.03M | 0.01% | −114,028−44.3% | Reduced |
| Stonegate Investment Group, LLC | 141,877 | $8.04M | 0.26% | +170+0.1% | Added |
| Linscomb & Williams, Inc. | 141,969 | $8.05M | 0.39% | +4,618+3.4% | Added |
| Bokf, NA | 142,790 | $8.10M | 0.13% | +2,972+2.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 143,379 | $8.13M | 0.31% | −50,934−26.2% | Reduced |
| Oppenheimer & Co Inc | 143,427 | $8.13M | 0.15% | −4,531−3.1% | Reduced |
| Alpha Omega Wealth Management LLC | 144,845 | $8.21M | 1.30% | +1,866+1.3% | Added |
| Nissay Asset Management Corp | 146,745 | $8.32M | 0.07% | +3,480+2.4% | Added |
| Argent Trust Co | 147,784 | $8.38M | 0.51% | +1,641+1.1% | Added |