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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 3,624 | $205.0K | 0.10% | +100+2.8% | Added |
| Old Mission Capital LLC | 3,607 | $205.0K | 0.01% | +3,607 | New |
| Silverlake Wealth Management LLC | 3,647 | $206.8K | 0.12% | −67−1.8% | Reduced |
| MEMBERS Trust Co | 3,658 | $207.0K | 0.01% | −580−13.7% | Reduced |
| Avantax Planning Partners, Inc. | 3,649 | $207.0K | 0.01% | −125−3.3% | Reduced |
| DSC Advisors, L.P. | 3,664 | $208.0K | 0.17% | +3,664 | New |
| Wedgewood Investors Inc | 3,711 | $210.0K | 0.25% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 3,706 | $210.0K | 0.05% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,380 | $211.0K | 0.03% | +4,380 | New |
| Ashton Thomas Private Wealth, LLC | 3,725 | $211.2K | 0.02% | −635−14.6% | Reduced |
| Detalus Advisors, LLC | 3,732 | $212.0K | 0.11% | 00.0% | Unchanged |
| Warner Financial, Inc | 3,675 | $212.0K | 0.17% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 3,766 | $213.0K | 0.04% | +3,766 | New |
| Geller Advisors LLC | 3,771 | $214.0K | 0.04% | −66−1.7% | Reduced |
| Drive Wealth Management, LLC | 3,769 | $214.0K | 0.18% | +245+7.0% | Added |
| Court Place Advisors, LLC | 3,791 | $215.0K | 0.07% | −9,229−70.9% | Reduced |
| First United Bank Trust | 3,787 | $215.0K | 0.08% | −205−5.1% | Reduced |
| Bollard Group LLC | 3,785 | $215.0K | 0.01% | +29+0.8% | Added |
| KCM Investment Advisors LLC | 3,796 | $215.0K | 0.01% | +3,796 | New |
| TrueWealth Advisors, LLC | 3,695 | $216.0K | 0.10% | 00.0% | Unchanged |
| Capital Square, LLC | 3,830 | $217.0K | 0.15% | +3,830 | New |
| Carmichael Hill & Associates, Inc. | 3,842 | $218.0K | 0.11% | 00.0% | Unchanged |
| Burt Wealth Advisors | 3,871 | $219.0K | 0.07% | 00.0% | Unchanged |
| Chartist Inc | 3,873 | $219.6K | 0.11% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,883 | $220.0K | 0.01% | −15,501−80.0% | Reduced |
| Moneywise, Inc. | 3,887 | $220.0K | 0.14% | +3,887 | New |
| Regent Peak Wealth Advisors LLC | 3,891 | $221.0K | 0.06% | +75+2.0% | Added |
| SFMG, LLC | 3,892 | $221.0K | 0.02% | +156+4.2% | Added |
| McDonald Partners LLC | 3,894 | $221.0K | 0.05% | +3,848+8,365.2% | Added |
| Bradley Foster & Sargent Inc | 3,917 | $222.0K | 0.00% | +3,917 | New |
| Almanack Investment Partners, LLC. | 3,929 | $223.0K | 0.02% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 3,956 | $224.0K | 0.18% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 3,948 | $224.0K | 0.02% | +26+0.7% | Added |
| D'Orazio & Associates, Inc. | 3,977 | $225.0K | 0.05% | −27−0.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 3,973 | $225.0K | 0.09% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,970 | $225.0K | 0.01% | +464+13.2% | Added |
| Marble Harbor Investment Counsel, LLC | 4,000 | $227.0K | 0.03% | 00.0% | Unchanged |
| SBK Financial, Inc. | 4,000 | $227.0K | 0.23% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 4,003 | $227.0K | 0.03% | +24+0.6% | Added |
| Private Capital Group, LLC | 4,009 | $227.0K | 0.05% | +114+2.9% | Added |
| Chicago Trust Co NA | 4,009 | $227.0K | 0.05% | +4,009 | New |
| M&R Capital Management Inc | 4,020 | $228.0K | 0.05% | +2,355+141.4% | Added |
| Worth Asset Management, LLC | 4,913 | $228.0K | 0.15% | +4,913 | New |
| Liberty Capital Management, Inc. | 4,036 | $229.0K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,041 | $229.0K | 0.02% | +4,041 | New |
| Townsend Asset Management Corp | 4,055 | $230.0K | 0.11% | +8+0.2% | Added |
| Principle Wealth Partners LLC | 4,094 | $232.0K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,117 | $233.0K | 0.02% | −2,913−41.4% | Reduced |
| Desjardins Global Asset Management Inc. | 4,117 | $233.0K | 0.02% | −250−5.7% | Reduced |
| Bailard, Inc. | 4,114 | $233.0K | 0.01% | +112+2.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,113 | $233.0K | 0.01% | +569+16.1% | Added |
| Resurgent Financial Advisors LLC | 4,126 | $234.0K | 0.15% | +4,126 | New |
| Concord Asset Management, LLC | 4,160 | $235.9K | 0.16% | −448−9.7% | Reduced |
| NovaPoint Capital, LLC | 4,169 | $236.0K | 0.09% | +10.0% | Added |
| Lyell Wealth Management, LP | 4,164 | $236.0K | 0.03% | +4,164 | New |
| Hudock, Inc. | 4,193 | $237.0K | 0.07% | −497−10.6% | Reduced |
| Johnson Investment Counsel Inc | 4,183 | $237.0K | 0.00% | −251−5.7% | Reduced |
| Centennial Wealth Advisory LLC | 4,173 | $237.0K | 0.13% | +685+19.6% | Added |
| Meiji Yasuda Life Insurance Co | 4,186 | $237.0K | 0.00% | +4,186 | New |
| Capital Management Corp | 4,200 | $238.0K | 0.05% | 00.0% | Unchanged |
| Parametrica Management Ltd | 4,217 | $239.0K | 0.18% | +4,217 | New |
| Boston Private Wealth LLC | 4,233 | $240.0K | 0.00% | +686+19.3% | Added |
| Breiter Capital Management Inc | 4,249 | $241.0K | 0.12% | −588−12.2% | Reduced |
| Guild Investment Management, Inc. | 4,248 | $241.0K | 0.25% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 4,246 | $241.0K | 0.07% | −38−0.9% | Reduced |
| Intersect Capital LLC | 4,276 | $242.0K | 0.05% | −392−8.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,263 | $242.0K | 0.03% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4,269 | $242.0K | 0.05% | +11+0.3% | Added |
| MV Capital Management, Inc. | 4,265 | $242.0K | 0.04% | +90+2.2% | Added |
| Teamwork Financial Advisors, LLC | 4,263 | $242.0K | 0.05% | +4,263 | New |
| Tiemann Investment Advisors, LLC | 4,286 | $243.0K | 0.11% | −136−3.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,291 | $243.0K | 0.11% | 00.0% | Unchanged |
| Commons Capital, LLC | 4,320 | $245.0K | 0.26% | +1,836+73.9% | Added |
| Rock Point Advisors, LLC | 4,350 | $247.0K | 0.07% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,348 | $248.0K | 0.09% | +4,348 | New |
| Raffa Wealth Management, LLC | 4,408 | $249.9K | 0.09% | −75−1.7% | Reduced |
| Warren Averett Asset Management, LLC | 4,413 | $250.0K | 0.02% | +10+0.2% | Added |
| LS Investment Advisors, LLC | 4,401 | $250.0K | 0.04% | −126−2.8% | Reduced |
| CFO4Life Group, LLC | 4,416 | $250.0K | 0.05% | +9+0.2% | Added |
| Primoris Wealth Advisors, LLC | 4,419 | $251.0K | 0.23% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,434 | $251.0K | 0.02% | +74+1.7% | Added |
| Quantinno Capital Management LP | 4,430 | $251.0K | 0.04% | +234+5.6% | Added |
| Johnson Financial Group, Inc. | 4,451 | $252.0K | 0.02% | +150+3.5% | Added |
| SPC Financial, Inc. | 4,450 | $252.0K | 0.03% | +450+11.3% | Added |
| Wellington Shields & Co., LLC | 4,455 | $253.0K | 0.08% | +200+4.7% | Added |
| Keystone Financial Group | 4,464 | $253.0K | 0.04% | +1,000+28.9% | Added |
| Fortis Advisors, LLC | 4,464 | $253.0K | 0.14% | +1,794+67.2% | Added |
| BKD Wealth Advisors, LLC | 4,493 | $255.0K | 0.01% | +291+6.9% | Added |
| Amplius Wealth Advisors, LLC | 227,044 | $256.0K | 0.04% | +226,514+42,738.5% | Added |
| Fulton Breakefield Broenniman LLC | 4,550 | $258.0K | 0.02% | −250−5.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,548 | $258.0K | 0.06% | +1,104+32.1% | Added |
| Norris Perne & French LLP | 4,568 | $259.0K | 0.02% | −100−2.1% | Reduced |
| Twin Focus Capital Partners, LLC | 4,567 | $259.0K | 0.05% | 00.0% | Unchanged |
| NTB Financial Corp | 4,586 | $260.0K | 0.19% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 4,580 | $260.0K | 0.06% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 4,579 | $260.0K | 0.07% | +36+0.8% | Added |
| TD Waterhouse Canada Inc. | 4,617 | $260.5K | 0.00% | +342+8.0% | Added |
| First Command Bank | 4,603 | $261.0K | 0.04% | −2,329−33.6% | Reduced |
| First Command Financial Services, Inc. | 4,603 | $261.0K | 0.04% | −1,759−27.6% | Reduced |
| Flagship Harbor Advisors, LLC | 4,595 | $261.0K | 0.03% | −774−14.4% | Reduced |