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 |
|---|---|---|---|---|---|
| RWM Asset Management, LLC | 654 | $37.0K | 0.01% | +4+0.6% | Added |
| Norwood Financial Corp | 699 | $40.0K | 0.06% | 00.0% | Unchanged |
| Clear Street Markets LLC | 747 | $42.0K | 0.01% | −14,093−95.0% | Reduced |
| Earnest Partners LLC | 745 | $42.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 742 | $42.0K | 0.01% | +5+0.7% | Added |
| Hanson & Doremus Investment Management | 761 | $43.0K | 0.01% | +327+75.3% | Added |
| Sound Income Strategies, LLC | 778 | $44.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 790 | $44.0K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 794 | $45.0K | 0.01% | +751+1,746.5% | Added |
| Antonetti Capital Management LLC | 825 | $47.0K | 0.04% | −206−20.0% | Reduced |
| Column Capital Advisors, LLC | 852 | $48.0K | 0.01% | −49−5.4% | Reduced |
| Howe & Rusling Inc | 845 | $48.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 854 | $48.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 845 | $48.0K | 0.03% | 00.0% | Unchanged |
| Solstein Capital, LLC | 861 | $49.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 861 | $49.0K | 0.01% | +368+74.6% | Added |
| Wellington Shields Capital Management, LLC | 875 | $50.0K | 0.01% | −9,100−91.2% | Reduced |
| Perkins Coie Trust Co | 885 | $50.0K | 0.02% | −237−21.1% | Reduced |
| First Personal Financial Services | 877 | $50.0K | 0.01% | −35−3.8% | Reduced |
| Future Financial Wealth Managment LLC | 900 | $51.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 915 | $52.0K | 0.02% | −94−9.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 930 | $53.0K | 0.01% | −219−19.1% | Reduced |
| CKW Financial Group | 1,000 | $55.0K | 0.01% | +200+25.0% | Added |
| Kistler-Tiffany Companies, LLC | 1,013 | $57.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,025 | $58.0K | 0.00% | −260−20.2% | Reduced |
| Versant Capital Management, Inc | 1,030 | $58.0K | 0.02% | −158−13.3% | Reduced |
| Curi Capital | 1,041 | $59.0K | 0.01% | −11−1.0% | Reduced |
| Westside Investment Management, Inc. | 1,070 | $60.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,100 | $62.0K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,096 | $62.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,103 | $63.0K | 0.01% | −2,314−67.7% | Reduced |
| Evolution Advisers, Inc. | 1,116 | $63.0K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,163 | $66.0K | 0.02% | +263+29.2% | Added |
| USA Financial Portformulas Corp | 1,213 | $69.0K | 0.07% | +1,205+15,062.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,228 | $70.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,280 | $73.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,293 | $73.0K | 0.00% | +63+5.1% | Added |
| American State Bank (Iowa) | 1,294 | $73.4K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,304 | $74.0K | 0.04% | −76−5.5% | Reduced |
| Herold Advisors, Inc. | 1,346 | $76.4K | 0.03% | +1,346 | New |
| Mechanics Financial Corp | 1,375 | $78.0K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,369 | $78.0K | 0.05% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,391 | $79.0K | 0.11% | 00.0% | Unchanged |
| AIA Group Ltd | 1,430 | $81.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,425 | $81.0K | 0.05% | +170+13.5% | Added |
| Covestor Ltd | 1,476 | $84.0K | 0.06% | +531+56.2% | Added |
| PYA Waltman Capital, LLC | 1,497 | $85.0K | 0.04% | 00.0% | Unchanged |
| American National Bank | 1,493 | $85.0K | 0.02% | +295+24.6% | Added |
| Ten Capital Wealth Advisors, LLC | 1,491 | $85.0K | 0.04% | +1,491 | New |
| Halpern Financial, Inc. | 1,532 | $86.9K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,541 | $87.0K | 0.01% | +46+3.1% | Added |
| Arrow Financial Corp | 1,625 | $92.0K | 0.01% | +100+6.6% | Added |
| Holloway Wealth Management, LLC | – | $97.0K | 0.03% | – | – |
| Front Row Advisors LLC | 1,736 | $98.0K | 0.04% | −21−1.2% | Reduced |
| Stephens Consulting, LLC | 1,740 | $98.7K | 0.08% | −126−6.8% | Reduced |
| Atlas Capital Advisors LLC | 1,760 | $99.8K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 1,780 | $101.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,786 | $101.0K | 0.01% | +1,786 | New |
| MUFG Americas Holdings Corp | 1,802 | $102.0K | 0.00% | +709+64.9% | Added |
| TCI Wealth Advisors, Inc. | 1,821 | $103.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,848 | $104.0K | 0.01% | +1+0.1% | Added |
| Monetary Management Group Inc | 1,830 | $104.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,846 | $105.0K | 0.07% | −267−12.6% | Reduced |
| Ossiam | 1,901 | $108.0K | 0.00% | −527,992−99.6% | Reduced |
| IMA Wealth, Inc. | 1,961 | $111.0K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,963 | $111.0K | 0.06% | +1,963 | New |
| Tompkins Financial Corp | 2,005 | $114.0K | 0.02% | +2,005 | New |
| Arlington Partners LLC | 2,088 | $118.0K | 0.03% | −83−3.8% | Reduced |
| Quent Capital, LLC | 2,110 | $120.0K | 0.02% | +55+2.7% | Added |
| Sittner & Nelson, LLC | 2,175 | $123.0K | 0.07% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2,179 | $124.0K | 0.04% | −348−13.8% | Reduced |
| Zullo Investment Group, Inc. | 2,260 | $128.0K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,414 | $137.0K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,458 | $139.0K | 0.06% | +29+1.2% | Added |
| Point72 Hong Kong Ltd | 2,536 | $144.0K | 0.01% | −17,783−87.5% | Reduced |
| Gables Capital Management Inc. | 2,531 | $144.0K | 0.09% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,640 | $150.0K | 0.04% | +2,640 | New |
| Ellis Investment Partners, LLC | 2,670 | $151.0K | 0.04% | +13+0.5% | Added |
| Larson Financial Group LLC | 2,762 | $157.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,839 | $161.0K | 0.00% | +450+18.8% | Added |
| Clear Investment Research, LLC | 2,837 | $161.0K | 0.32% | 00.0% | Unchanged |
| Allworth Financial LP | 2,850 | $162.0K | 0.00% | −728−20.3% | Reduced |
| Proffitt & Goodson Inc | 2,958 | $168.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,965 | $168.0K | 0.02% | +198+7.2% | Added |
| Harbor Investment Advisory, LLC | 3,003 | $170.0K | 0.02% | −218−6.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,026 | $172.0K | 0.15% | +21+0.7% | Added |
| FourThought Financial, LLC | 3,113 | $177.0K | 0.02% | +2,400+336.6% | Added |
| Tobam | 3,132 | $178.0K | 0.01% | −852−21.4% | Reduced |
| Creative Financial Designs Inc | 3,205 | $182.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,259 | $185.0K | 0.01% | −200−5.8% | Reduced |
| United Community Bank | 3,345 | $189.7K | 0.19% | +770+29.9% | Added |
| Rockland Trust Co | 3,535 | $200.0K | 0.01% | +3,535 | New |
| Keudell/Morrison Wealth Management | 3,529 | $200.0K | 0.08% | +3,529 | New |
| KB Financial Partners, LLC | 3,540 | $201.0K | 0.06% | −359−9.2% | Reduced |
| Rollins Financial | 3,551 | $201.0K | 0.06% | +3,551 | New |
| Truadvice, LLC | 4,137 | $202.0K | 0.11% | −8−0.2% | Reduced |
| Glassy Mountain Advisors, Inc. | 3,586 | $203.0K | 0.10% | 00.0% | Unchanged |
| Payden & Rygel | 3,600 | $204.0K | 0.01% | −293,100−98.8% | Reduced |
| Paragon Capital Management Ltd | 3,594 | $204.0K | 0.04% | +117+3.4% | Added |
| CX Institutional | 3,597 | $204.0K | 0.02% | +3,597 | New |