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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 4,613 | $262.0K | 0.02% | +4,613 | New |
| Home Federal Bank of Tennessee | 4,661 | $264.0K | 0.09% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,691 | $266.0K | 0.01% | +67+1.4% | Added |
| Morris Financial Concepts, Inc. | 4,753 | $269.0K | 0.22% | −275−5.5% | Reduced |
| Glassman Wealth Services | 4,746 | $269.0K | 0.05% | +228+5.0% | Added |
| Cambridge Trust Co | 4,744 | $269.0K | 0.01% | +1,646+53.1% | Added |
| Paloma Partners Management Co | 4,763 | $270.0K | 0.02% | −34,989−88.0% | Reduced |
| Strategic Wealth Designers | 4,754 | $270.0K | 0.06% | +4,754 | New |
| Second Half Financial Partners, LLC | 4,638 | $270.0K | 0.22% | +4,638 | New |
| Excalibur Management Corp | 4,796 | $272.0K | 0.12% | −33−0.7% | Reduced |
| Eagle Capital Management, LLC | 4,798 | $272.0K | 0.10% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,816 | $273.0K | 0.05% | −67−1.4% | Reduced |
| Holistic Financial Partners | 4,826 | $274.0K | 0.17% | −947−16.4% | Reduced |
| Carderock Capital Management Inc | 4,837 | $274.0K | 0.09% | +100+2.1% | Added |
| Williams Jones Wealth Management, LLC. | 4,850 | $275.0K | 0.00% | +268+5.8% | Added |
| Tocqueville Asset Management L.P. | 4,869 | $276.0K | 0.00% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 4,892 | $277.0K | 0.34% | +1,221+33.3% | Added |
| Stewardship Advisors, LLC | 4,909 | $278.0K | 0.10% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 4,915 | $279.0K | 0.07% | −1,858−27.4% | Reduced |
| Alaethes Wealth LLC | 4,943 | $280.0K | 0.18% | 00.0% | Unchanged |
| MBL Wealth, LLC | 4,964 | $281.0K | 0.07% | +4,964 | New |
| Merit Financial Group, LLC | 4,987 | $283.0K | 0.02% | +1,250+33.4% | Added |
| Toth Financial Advisory Corp | 5,056 | $287.0K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,073 | $287.0K | 0.02% | +1,254+32.8% | Added |
| Samalin Investment Counsel, LLC | 5,064 | $287.0K | 0.17% | +1,293+34.3% | Added |
| Sutton Wealth Advisors Inc. | 5,065 | $287.2K | 0.10% | +13+0.3% | Added |
| AlphaMark Advisors, LLC | 5,081 | $288.0K | 0.11% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,095 | $289.0K | 0.12% | −300−5.6% | Reduced |
| DuPont Capital Management Corp | 5,113 | $290.0K | 0.01% | −376−6.9% | Reduced |
| Buckley Wealth Management, LLC | 5,123 | $290.0K | 0.08% | +5,123 | New |
| J. L. Bainbridge & Co., Inc. | 5,141 | $291.0K | 0.03% | 00.0% | Unchanged |
| Sciencast Management LP | 5,292 | $291.0K | 0.07% | +5,292 | New |
| Penobscot Investment Management Company, Inc. | 5,150 | $292.0K | 0.04% | −2,460−32.3% | Reduced |
| ARGI Investment Services, LLC | 5,145 | $292.0K | 0.01% | −1,570−23.4% | Reduced |
| HC Advisors, LLC | 5,163 | $293.0K | 0.19% | +20.0% | Added |
| Kingsbury Capital Investment Advisors LLC | 5,159 | $293.0K | 0.32% | +5,159 | New |
| SC&H Financial Advisors, Inc. | 5,183 | $294.0K | 0.14% | 00.0% | Unchanged |
| Meyer Handelman Co | 5,200 | $295.0K | 0.01% | 00.0% | Unchanged |
| First Interstate Bank | 5,223 | $296.0K | 0.03% | +5,223 | New |
| New Jersey Better Educational Savings Trust | 5,292 | $300.0K | 0.73% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,305 | $301.0K | 0.01% | +704+15.3% | Added |
| Patriot Investment Management Inc. | 5,338 | $302.0K | 0.03% | −128−2.3% | Reduced |
| M. Kulyk & Associates, LLC | 5,330 | $302.0K | 0.08% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 5,323 | $302.0K | 0.21% | +41+0.8% | Added |
| Single Point Partners, LLC | 5,327 | $302.0K | 0.08% | +5,327 | New |
| Segment Wealth Management, LLC | 5,366 | $304.0K | 0.03% | −1,206−18.4% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,386 | $305.0K | 0.11% | −5,062−48.4% | Reduced |
| FineMark National Bank & Trust | 5,388 | $305.0K | 0.01% | +53+1.0% | Added |
| Exchange Traded Concepts, LLC | 5,379 | $305.0K | 0.01% | +1,485+38.1% | Added |
| Alliance Wealth Advisors, LLC | 5,402 | $306.0K | 0.25% | −301−5.3% | Reduced |
| Arlington Financial Advisors, LLC | 5,400 | $306.0K | 0.12% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 5,398 | $306.0K | 0.06% | +159+3.0% | Added |
| BBR Partners, LLC | 5,422 | $307.0K | 0.03% | −119−2.1% | Reduced |
| PBMares Wealth Management LLC | 5,426 | $308.0K | 0.19% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 5,451 | $309.0K | 0.11% | −3,051−35.9% | Reduced |
| Tandem Capital Management Corp | 6,072 | $309.0K | 0.21% | +36+0.6% | Added |
| White Pine Capital LLC | 5,450 | $309.0K | 0.10% | 00.0% | Unchanged |
| Putnam Investments LLC | 5,468 | $310.0K | 0.00% | −167−3.0% | Reduced |
| West Family Investments, Inc. | 5,495 | $312.0K | 0.09% | +1,390+33.9% | Added |
| HighTower Trust Services, LTA | 5,557 | $315.0K | 0.03% | −5,386−49.2% | Reduced |
| Hartford Financial Management Inc. | 5,549 | $315.0K | 0.08% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 5,580 | $317.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 5,623 | $318.8K | 0.08% | −1,015−15.3% | Reduced |
| AdvisorNet Financial, Inc | 5,619 | $319.0K | 0.02% | −1,829−24.6% | Reduced |
| Independent Investors Inc | 5,657 | $321.0K | 0.07% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 5,662 | $321.0K | 0.05% | +824+17.0% | Added |
| HHM Wealth Advisors, LLC | 5,685 | $322.0K | 0.08% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,702 | $323.0K | 0.06% | 00.0% | Unchanged |
| Insight Advisors, LLC | 5,710 | $324.0K | 0.10% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 5,738 | $325.0K | 0.48% | 00.0% | Unchanged |
| QVR LLC | 5,747 | $326.0K | 1.30% | +5,747 | New |
| Deseret Mutual Benefit Administrators | 5,791 | $328.0K | 0.07% | −981−14.5% | Reduced |
| Ameritas Advisory Services, LLC | 5,779 | $328.0K | 0.01% | −48−0.8% | Reduced |
| Centaurus Financial, Inc. | 5,797 | $329.0K | 0.03% | −647−10.0% | Reduced |
| Bristlecone Advisors, LLC | 5,804 | $329.0K | 0.04% | +253+4.6% | Added |
| Silver Oak Securities, Inc | 6,120 | $329.0K | 0.07% | +6,120 | New |
| Henshaw Capital LLC | 5,821 | $330.1K | 0.02% | +1,205+26.1% | Added |
| Sunflower Bank, N.A. | 5,844 | $331.0K | 0.04% | +5,844 | New |
| Oakworth Capital, Inc. | 5,848 | $332.0K | 0.03% | −905−13.4% | Reduced |
| CoreCap Advisors, LLC | 5,854 | $332.0K | 0.02% | −346−5.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,861 | $332.0K | 0.10% | +529+9.9% | Added |
| Sage Mountain Advisors LLC | 5,866 | $333.0K | 0.05% | −932−13.7% | Reduced |
| Eagle Harbor Asset Management Inc | 5,899 | $334.5K | 0.43% | 00.0% | Unchanged |
| Wrapmanager Inc | 5,905 | $335.0K | 0.09% | +113+2.0% | Added |
| Quadrant Private Wealth Management, LLC | 5,962 | $338.0K | 0.13% | −281−4.5% | Reduced |
| Tudor Investment Corp Et Al | 6,043 | $343.0K | 0.01% | −115,144−95.0% | Reduced |
| Hamilton Capital, LLC | 6,047 | $343.0K | 0.02% | +642+11.9% | Added |
| Ferris Capital, LLC | 6,116 | $347.0K | 0.08% | 00.0% | Unchanged |
| Riverview Trust Co | 6,115 | $347.0K | 0.26% | +1,024+20.1% | Added |
| Glen Eagle Advisors, LLC | 6,130 | $347.6K | 0.09% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 6,177 | $350.0K | 0.18% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 6,165 | $350.0K | 0.03% | +1,165+23.3% | Added |
| Cassady Schiller Wealth Management, LLC | 6,189 | $351.0K | 0.17% | −7−0.1% | Reduced |
| ASB Consultores, LLC | 6,183 | $351.0K | 0.15% | +20.0% | Added |
| Annapolis Financial Services, LLC | 6,215 | $352.0K | 0.11% | −405−6.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,220 | $353.0K | 0.10% | −1,564−20.1% | Reduced |
| Connors Investor Services Inc | 6,220 | $353.0K | 0.04% | −115−1.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,224 | $353.0K | 0.07% | +50+0.8% | Added |
| Barings LLC | 6,238 | $354.0K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,425 | $355.0K | 0.08% | +1,991+44.9% | Added |