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 |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 8,357 | $474.0K | 0.05% | −200−2.3% | Reduced |
| Personal Capital Advisors Corp | 8,384 | $475.0K | 0.00% | −1,799−17.7% | Reduced |
| Ambassador Advisors, LLC | 8,420 | $477.0K | 0.09% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 8,410 | $477.0K | 0.06% | +1,097+15.0% | Added |
| Cim Investment Mangement Inc | 8,447 | $479.0K | 0.16% | −11−0.1% | Reduced |
| Abacus Planning Group, Inc. | 8,492 | $481.0K | 0.13% | −94−1.1% | Reduced |
| Oxford Financial Group Ltd | 8,501 | $482.0K | 0.06% | −449−5.0% | Reduced |
| Laurion Capital Management LP | 8,512 | $483.0K | 0.01% | +8,512 | New |
| Reuter James Wealth Management, LLC | 8,538 | $484.0K | 0.19% | 00.0% | Unchanged |
| Collective Family Office LLC | 8,544 | $484.0K | 0.18% | +52+0.6% | Added |
| Aspiriant, LLC | 8,589 | $487.0K | 0.03% | −849−9.0% | Reduced |
| MainStreet Investment Advisors LLC | 8,686 | $492.0K | 0.05% | +1,967+29.3% | Added |
| Institute for Wealth Management, LLC. | 8,721 | $494.0K | 0.08% | +176+2.1% | Added |
| American Research & Management Co. | 8,755 | $496.0K | 0.11% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 8,743 | $496.0K | 0.03% | +3,000+52.2% | Added |
| Longfellow Investment Management Co LLC | 8,783 | $498.0K | 0.08% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 8,808 | $499.0K | 0.05% | −9,882−52.9% | Reduced |
| Chase Investment Counsel Corp | 8,812 | $499.0K | 0.22% | 00.0% | Unchanged |
| Nwam LLC | 8,825 | $500.0K | 0.04% | +1,621+22.5% | Added |
| Mountain Pacific Investment Advisers Inc | 8,842 | $501.0K | 0.03% | −209−2.3% | Reduced |
| Cassia Capital Partners, LLC | 8,846 | $502.0K | 0.40% | −372−4.0% | Reduced |
| Lebenthal Global Advisors, LLC | 8,865 | $502.0K | 0.21% | +3,090+53.5% | Added |
| Procyon Private Wealth Partners, LLC | 8,876 | $503.0K | 0.10% | +177+2.0% | Added |
| Grant/GrossMendelsohn, LLC | 9,708 | $504.0K | 0.25% | +9,708 | New |
| Evermay Wealth Management LLC | 9,054 | $513.0K | 0.09% | −1,600−15.0% | Reduced |
| Hayek Kallen Investment Management | 9,047 | $513.0K | 0.19% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 9,090 | $515.0K | 0.07% | +805+9.7% | Added |
| Simon Quick Advisors, LLC | 9,109 | $516.0K | 0.15% | +83+0.9% | Added |
| Parthenon LLC | 9,112 | $517.0K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 9,135 | $518.0K | 0.05% | −5,287−36.7% | Reduced |
| Sargent Bickham Lagudis LLC | 9,142 | $518.0K | 0.04% | −3,158−25.7% | Reduced |
| Symmetry Partners, LLC | 9,132 | $518.0K | 0.03% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 9,132 | $518.0K | 0.03% | +9,132 | New |
| Kingfisher Capital LLC | 9,190 | $521.0K | 0.13% | +673+7.9% | Added |
| SRS Capital Advisors, Inc. | 9,182 | $521.0K | 0.07% | +5,067+123.1% | Added |
| Fiducient Advisors LLC | 9,211 | $522.0K | 0.20% | 00.0% | Unchanged |
| Davis R M Inc | 9,213 | $522.0K | 0.01% | +1,421+18.2% | Added |
| Peoples Bank | 9,265 | $525.0K | 0.26% | +835+9.9% | Added |
| NFP Retirement, Inc. | 9,276 | $526.0K | 0.12% | +9,276 | New |
| Baker Tilly Wealth Management, LLC | 9,279 | $526.0K | 0.06% | −3,004−24.5% | Reduced |
| Crawford Investment Counsel Inc | 9,462 | $536.0K | 0.01% | +37+0.4% | Added |
| Boothbay Fund Management, LLC | 9,583 | $543.0K | 0.02% | +4,766+98.9% | Added |
| First Commonwealth Financial Corp | 9,617 | $545.0K | 0.18% | −1,327−12.1% | Reduced |
| Main Street Financial Solutions, LLC | 9,704 | $550.0K | 0.08% | −1,064−9.9% | Reduced |
| Proficio Capital Partners LLC | 9,694 | $550.0K | 0.08% | +4,248+78.0% | Added |
| Segall Bryant & Hamill, LLC | 9,800 | $555.0K | 0.01% | −174−1.7% | Reduced |
| American National Insurance Co | 9,800 | $556.0K | 0.15% | −2,570−20.8% | Reduced |
| 1st Source Bank | 9,808 | $556.0K | 0.03% | +126+1.3% | Added |
| Keebeck Alpha, LP | 9,828 | $557.0K | 0.17% | −2,452−20.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,938 | $563.0K | 0.10% | +1,964+24.6% | Added |
| Two Sigma Securities, LLC | 9,932 | $563.0K | 0.08% | +9,932 | New |
| Guyasuta Investment Advisors Inc | 9,942 | $564.0K | 0.04% | −200−2.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,972 | $565.0K | 0.06% | −150−1.5% | Reduced |
| American Assets Inc | 10,000 | $567.0K | 0.16% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 10,044 | $569.0K | 0.08% | +10,044 | New |
| NBT Bank N A | 10,047 | $570.0K | 0.08% | +492+5.1% | Added |
| HBK Sorce Advisory LLC | 10,062 | $571.0K | 0.03% | −2,261−18.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 10,074 | $571.0K | 0.14% | +9+0.1% | Added |
| V Wealth Advisors LLC | 10,137 | $575.0K | 0.09% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 10,185 | $577.0K | 0.47% | +37+0.4% | Added |
| Essex Savings Bank | 10,272 | $583.0K | 0.19% | +40+0.4% | Added |
| Quantbot Technologies LP | 10,322 | $585.0K | 0.05% | +10,322 | New |
| StoneX Group Inc. | 10,392 | $589.2K | 0.05% | +385+3.8% | Added |
| Capital City Trust Co | 10,418 | $591.0K | 0.17% | −10,723−50.7% | Reduced |
| Brown Advisory Securities, LLC | 10,458 | $591.0K | 0.35% | −3,000−22.3% | Reduced |
| Canandaigua National Corp | 10,421 | $591.0K | 0.09% | −258−2.4% | Reduced |
| Essex Financial Services, Inc. | 10,446 | $592.0K | 0.06% | +1,033+11.0% | Added |
| BT Wealth Management LLC | 10,542 | $598.0K | 0.16% | −4,000−27.5% | Reduced |
| Summit Asset Management, LLC | 10,579 | $600.0K | 0.17% | +374+3.7% | Added |
| WealthTrust Axiom LLC | 10,611 | $601.0K | 0.19% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,606 | $601.0K | 0.04% | +535+5.3% | Added |
| Coastal Investment Advisors, Inc. | 10,612 | $602.0K | 0.12% | −447−4.0% | Reduced |
| Busey Wealth Management | 10,644 | $604.0K | 0.02% | −111−1.0% | Reduced |
| BDO Wealth Advisors, LLC | 10,658 | $604.0K | 0.06% | +651+6.5% | Added |
| Sentry Investment Management LLC | 10,644 | $604.0K | 0.19% | +10,644 | New |
| Mitchell McLeod Pugh & Williams Inc | 10,673 | $605.0K | 0.20% | −49−0.5% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,731 | $608.0K | 0.01% | +45+0.4% | Added |
| Oak Associates, Ltd | 10,750 | $610.0K | 0.04% | −4,364−28.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 10,778 | $611.0K | 0.39% | −1,324−10.9% | Reduced |
| Live Oak Private Wealth LLC | 10,779 | $611.0K | 0.12% | −190−1.7% | Reduced |
| CSM Advisors, LLC | 10,791 | $612.0K | 0.04% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 10,791 | $612.0K | 0.09% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 10,804 | $613.0K | 0.18% | +442+4.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,831 | $614.0K | 0.02% | +10,831 | New |
| American National Registered Investment Advisor, Inc. | 10,846 | $615.0K | 0.22% | +1,508+16.1% | Added |
| Philadelphia Trust Co | 10,872 | $616.0K | 0.05% | +25+0.2% | Added |
| Triad Financial Advisors, Inc. | 10,901 | $618.0K | 0.33% | −49−0.4% | Reduced |
| Thompson Investment Management, Inc. | 10,929 | $620.0K | 0.09% | −15,432−58.5% | Reduced |
| Carolinas Wealth Consulting LLC | 10,935 | $620.0K | 0.14% | −14−0.1% | Reduced |
| Jackson Square Capital, LLC | 10,984 | $623.0K | 0.19% | −1,128−9.3% | Reduced |
| Avidian Wealth Solutions, LLC | 11,006 | $624.0K | 0.04% | +178+1.6% | Added |
| Opus Capital Group, LLC | 11,049 | $626.0K | 0.12% | 00.0% | Unchanged |
| Denali Advisors LLC | 11,100 | $629.0K | 0.24% | +600+5.7% | Added |
| Horizon Investments, LLC | 11,256 | $632.0K | 0.02% | +1,731+18.2% | Added |
| Shayne & Co., LLC | 11,184 | $634.0K | 0.31% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 11,206 | $635.0K | 0.16% | −712−6.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 11,296 | $640.0K | 0.16% | +11,296 | New |
| Lake Street Financial LLC | 11,336 | $643.0K | 0.12% | +598+5.6% | Added |
| Heron Financial Group, LLC | 11,483 | $651.0K | 0.34% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 11,141 | $651.0K | 0.22% | 00.0% | Unchanged |