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 |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 6,300 | $357.0K | 0.06% | −645−9.3% | Reduced |
| Parkside Financial Bank & Trust | 6,305 | $357.0K | 0.10% | +335+5.6% | Added |
| Columbia Trust Co 01012016 | 6,849 | $357.0K | 0.17% | +2,935+75.0% | Added |
| Emfo, LLC | 6,315 | $358.0K | 0.33% | 00.0% | Unchanged |
| Veracity Capital LLC | 6,317 | $358.0K | 0.15% | +255+4.2% | Added |
| Hollencrest Capital Management | 6,364 | $361.0K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 6,409 | $363.0K | 0.06% | −24,541−79.3% | Reduced |
| Vigilant Capital Management, LLC | 6,402 | $363.0K | 0.03% | −579−8.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,394 | $363.0K | 0.29% | +52+0.8% | Added |
| GraniteShares Advisors LLC | 6,412 | $363.0K | 0.20% | +174+2.8% | Added |
| IFG Advisory, LLC | 6,429 | $364.0K | 0.04% | −452−6.6% | Reduced |
| Doyle Wealth Management | 6,420 | $364.0K | 0.03% | +25+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 6,417 | $364.0K | 0.03% | +1,480+30.0% | Added |
| Lansing Street Advisors | 6,800 | $366.0K | 0.23% | +6,800 | New |
| Lindbrook Capital, LLC | 6,470 | $367.0K | 0.06% | −259−3.8% | Reduced |
| Occidental Asset Management, LLC | 6,467 | $367.0K | 0.09% | +76+1.2% | Added |
| ICA Group Wealth Management, LLC | 7,406 | $367.0K | 0.07% | +7,406 | New |
| Meristem Family Wealth, LLC | 6,486 | $368.0K | 0.04% | −2,110−24.5% | Reduced |
| Horizon Financial Services, LLC | 6,494 | $368.0K | 0.23% | −1,736−21.1% | Reduced |
| Ballew Advisors, Inc | 7,127 | $371.0K | 0.28% | 00.0% | Unchanged |
| Carson Advisory Inc. | 6,554 | $372.0K | 0.37% | +75+1.2% | Added |
| Intrua Financial, LLC | 6,582 | $373.0K | 0.07% | −1,729−20.8% | Reduced |
| Benin Management CORP | 6,578 | $373.0K | 0.11% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 6,574 | $373.0K | 0.01% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 6,604 | $374.0K | 0.04% | −460−6.5% | Reduced |
| Country Club Bank | 6,400 | $376.0K | 0.03% | +6,400 | New |
| Mendel Money Management | 6,627 | $376.0K | 0.18% | +6,627 | New |
| Fukoku Mutual Life Insurance Co | 6,710 | $380.0K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,520 | $382.0K | 0.42% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 6,786 | $385.0K | 0.23% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 6,866 | $389.0K | 0.03% | −46−0.7% | Reduced |
| Stony Point Wealth Management Inc. | 6,892 | $391.0K | 0.21% | +13+0.2% | Added |
| Ritholtz Wealth Management | 6,930 | $393.0K | 0.03% | +1,617+30.4% | Added |
| Aua Capital Management, LLC | 6,985 | $396.0K | 0.21% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 7,081 | $401.0K | 0.11% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 7,064 | $401.0K | 0.03% | +877+14.2% | Added |
| Lafayette Investments, Inc. | 7,145 | $405.0K | 0.10% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 7,143 | $405.0K | 0.16% | 00.0% | Unchanged |
| TCWP LLC | 7,166 | $406.0K | 0.07% | +400+5.9% | Added |
| ACG Wealth | 7,172 | $407.0K | 0.08% | −689−8.8% | Reduced |
| First Foundation Advisors | 7,180 | $407.0K | 0.01% | +2,451+51.8% | Added |
| Southeast Asset Advisors Inc. | 7,210 | $409.0K | 0.05% | +20.0% | Added |
| Ellevest, Inc. | 7,210 | $409.0K | 0.03% | +350+5.1% | Added |
| Western Wealth Management, LLC | 7,234 | $410.0K | 0.02% | −625−8.0% | Reduced |
| Family Legacy, Inc. | 7,245 | $411.0K | 0.17% | −20−0.3% | Reduced |
| Smithfield Trust Co | 7,245 | $411.0K | 0.03% | +229+3.3% | Added |
| Fieldpoint Private Securities, LLC | 7,245 | $411.0K | 0.08% | +389+5.7% | Added |
| LMCG Investments, LLC | 7,292 | $413.0K | 0.02% | +7,292 | New |
| Resource Planning Group | 7,295 | $414.0K | 0.30% | 00.0% | Unchanged |
| Washington Capital Management Inc | 7,321 | $415.1K | 0.34% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 7,350 | $417.0K | 0.09% | +498+7.3% | Added |
| Valmark Advisers, Inc. | 7,432 | $421.0K | 0.01% | +83+1.1% | Added |
| Cobblestone Capital Advisors LLC | 7,467 | $423.0K | 0.03% | −203−2.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,451 | $424.0K | 0.21% | −660−7.2% | Reduced |
| Augustine Asset Management Inc | 7,495 | $425.0K | 0.21% | +203+2.8% | Added |
| H. L. Ormond & Company, LLC | 7,525 | $426.0K | 0.52% | −45−0.6% | Reduced |
| Curbstone Financial Management Corp | 7,522 | $426.0K | 0.08% | −140−1.8% | Reduced |
| Day & Ennis, LLC | 7,535 | $427.0K | 0.14% | −677−8.2% | Reduced |
| Graypoint LLC | 7,538 | $427.0K | 0.04% | +792+11.7% | Added |
| Renasant Bank | 7,533 | $427.0K | 0.29% | +1,413+23.1% | Added |
| CVA Family Office, LLC | 7,535 | $427.0K | 0.10% | +1,665+28.4% | Added |
| Signature Estate & Investment Advisors LLC | 7,551 | $428.0K | 0.02% | +279+3.8% | Added |
| Verus Financial Partners, Inc. | 8,149 | $429.0K | 0.06% | −291−3.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 7,299 | $429.0K | 0.01% | −91−1.2% | Reduced |
| Fox Run Management, L.L.C. | 7,572 | $429.0K | 0.24% | +7,572 | New |
| Gemmer Asset Management LLC | 7,591 | $430.0K | 0.05% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,578 | $430.0K | 0.05% | +11+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,621 | $432.0K | 0.05% | +7,621 | New |
| Systematic Financial Management LP | 7,659 | $434.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,676 | $436.0K | 0.03% | +1,725+29.0% | Added |
| Andesa Financial Management Inc. | 7,699 | $437.0K | 0.24% | −1,932−20.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,715 | $437.0K | 0.25% | +113+1.5% | Added |
| Wagner Wealth Management, LLC | 7,727 | $438.0K | 0.31% | +12+0.2% | Added |
| Fisher Asset Management, LLC | 7,811 | $443.0K | 0.00% | −53,560−87.3% | Reduced |
| Millennium Capital Advisors, LLC | 7,900 | $447.9K | 0.36% | +100+1.3% | Added |
| ForthRight Wealth Management, LLC | 7,909 | $448.0K | 0.23% | +3,026+62.0% | Added |
| CIBC World Markets Inc. | 7,927 | $449.0K | 0.00% | −3,296−29.4% | Reduced |
| Quadrant Capital Group LLC | 7,935 | $450.0K | 0.05% | +265+3.5% | Added |
| Kovack Advisors, Inc. | 7,944 | $450.0K | 0.05% | +3,604+83.0% | Added |
| Madison Wealth Management | 7,988 | $453.0K | 0.10% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 7,989 | $453.0K | 0.16% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,992 | $453.0K | 0.02% | +1,017+14.6% | Added |
| Woodward Diversified Capital, LLC | 7,989 | $453.0K | 0.30% | +1,074+15.5% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $454.0K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,021 | $455.0K | 0.06% | +183+2.3% | Added |
| Grove Bank & Trust | 8,045 | $456.0K | 0.09% | +1,373+20.6% | Added |
| D. Scott Neal, Inc. | 8,064 | $457.0K | 0.18% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 8,075 | $458.0K | 0.07% | +268+3.4% | Added |
| Integrated Advisors Network LLC | 8,086 | $458.0K | 0.03% | +2,048+33.9% | Added |
| Montecito Bank & Trust | 8,096 | $459.0K | 0.09% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 8,094 | $459.0K | 0.13% | +3,569+78.9% | Added |
| Xcel Wealth Management, LLC | 8,121 | $460.0K | 0.13% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8,108 | $460.0K | 0.02% | +3,918+93.5% | Added |
| Select Asset Management & Trust | 8,133 | $461.0K | 0.39% | +1,036+14.6% | Added |
| 180 Wealth Advisors, LLC | 8,915 | $464.0K | 0.10% | +67+0.8% | Added |
| Birmingham Capital Management Co Inc | 8,209 | $465.0K | 0.16% | 00.0% | Unchanged |
| BSW Wealth Partners | 8,202 | $465.0K | 0.12% | +991+13.7% | Added |
| Astrantus Ltd | 8,200 | $465.0K | 0.78% | +8,200 | New |
| Summit Trail Advisors, LLC | 8,217 | $466.0K | 0.04% | +8,217 | New |
| Gateway Investment Advisers LLC | 8,231 | $467.0K | 0.00% | −45−0.5% | Reduced |