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 |
|---|---|---|---|---|---|
| BHK Investment Advisors, LLC | 16,587 | $940.0K | 0.39% | +94+0.6% | Added |
| Israel Discount Bank of New York | 16,585 | $940.0K | 0.62% | +529+3.3% | Added |
| Marino, Stram & Associates LLC | 16,788 | $952.0K | 0.30% | +872+5.5% | Added |
| SeaBridge Investment Advisors LLC | 16,896 | $958.0K | 0.29% | +377+2.3% | Added |
| Enterprise Financial Services Corp | 16,937 | $960.0K | 0.16% | −2,806−14.2% | Reduced |
| Trustcore Financial Services, LLC | 16,927 | $960.0K | 0.08% | −30.0% | Reduced |
| Gabelli Funds LLC | 17,000 | $964.0K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 17,039 | $966.0K | 0.13% | −1,384−7.5% | Reduced |
| Ameritas Investment Partners, Inc. | 17,029 | $966.0K | 0.03% | −1,095−6.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 17,151 | $972.0K | 1.06% | −450−2.6% | Reduced |
| ETF Managers Group, LLC | 16,546 | $972.0K | 0.02% | +4,699+39.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,176 | $974.0K | 0.15% | +214+1.3% | Added |
| Schechter Investment Advisors, LLC | 17,258 | $979.0K | 0.09% | +1,933+12.6% | Added |
| Modera Wealth Management, LLC | 17,289 | $980.0K | 0.04% | −5,897−25.4% | Reduced |
| FLC Capital Advisors | 17,277 | $980.0K | 0.27% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 17,330 | $983.0K | 0.27% | +1,560+9.9% | Added |
| Apollon Wealth Management, LLC | 17,369 | $985.0K | 0.07% | −1,538−8.1% | Reduced |
| Verition Fund Management LLC | 17,392 | $986.0K | 0.02% | −9,962−36.4% | Reduced |
| Lido Advisors, LLC | 17,520 | $993.0K | 0.02% | −143−0.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 17,525 | $994.0K | 0.02% | −200−1.1% | Reduced |
| Brighton Jones LLC | 17,598 | $998.0K | 0.05% | +316+1.8% | Added |
| Leisure Capital Management | 17,627 | $999.0K | 0.51% | +252+1.5% | Added |
| Brookstone Capital Management | 18,771 | $1.01M | 0.02% | −201−1.1% | Reduced |
| Capital International Inc | 17,818 | $1.01M | 0.01% | −14,676−45.2% | Reduced |
| Resources Investment Advisors, LLC. | 17,879 | $1.01M | 0.04% | +867+5.1% | Added |
| Texas Yale Capital Corp. | 17,995 | $1.02M | 0.06% | +520+3.0% | Added |
| Lakeview Capital Partners, LLC | 17,995 | $1.02M | 0.52% | +650+3.7% | Added |
| Raleigh Capital Management Inc. | 18,042 | $1.02M | 0.55% | +3,022+20.1% | Added |
| Berkeley Capital Partners, LLC | 18,232 | $1.03M | 0.41% | +9,602+111.3% | Added |
| Novare Capital Management LLC | 18,352 | $1.04M | 0.11% | +41+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 18,388 | $1.04M | 0.24% | +18,388 | New |
| Shepherd Financial Partners LLC | 18,450 | $1.05M | 0.19% | −297−1.6% | Reduced |
| Adams Chetwood Wealth Management LLC | 18,492 | $1.05M | 0.59% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 17,894 | $1.05M | 0.12% | +3,927+28.1% | Added |
| CSS LLC | 18,618 | $1.06M | 0.04% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 18,689 | $1.06M | 0.03% | +9,932+113.4% | Added |
| Paradigm Asset Management Co LLC | 18,733 | $1.06M | 0.28% | 00.0% | Unchanged |
| City Holding Co | 18,960 | $1.07M | 0.17% | −325−1.7% | Reduced |
| Wedbush Securities Inc | 19,047 | $1.08M | 0.05% | +1,693+9.8% | Added |
| Nicolet Bankshares Inc | 19,057 | $1.08M | 0.23% | +1,641+9.4% | Added |
| First Eagle Investment Management, LLC | 19,170 | $1.09M | 0.00% | −3,648,930−99.5% | Reduced |
| Salomon & Ludwin, LLC | 19,208 | $1.09M | 0.16% | +948+5.2% | Added |
| Bank Ozk | 19,233 | $1.09M | 0.47% | −200−1.0% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 19,234 | $1.09M | 0.42% | +19,234 | New |
| Franklin Street Advisors Inc | 19,262 | $1.09M | 0.09% | −109−0.6% | Reduced |
| Boston Trust Walden Corp | 19,279 | $1.09M | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 19,335 | $1.10M | 0.13% | −5,349−21.7% | Reduced |
| Copeland Capital Management, LLC | 19,535 | $1.11M | 0.03% | −2,446−11.1% | Reduced |
| First Bank & Trust | 19,579 | $1.11M | 0.34% | +1,231+6.7% | Added |
| Nomura Holdings Inc | 20,107 | $1.11M | 0.01% | −3,694−15.5% | Reduced |
| Investment Management of Virginia LLC | 19,699 | $1.12M | 0.20% | +1,195+6.5% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 20,743 | $1.12M | 0.19% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 19,724 | $1.12M | 0.41% | −893−4.3% | Reduced |
| TD Ameritrade Investment Management, LLC | 19,800 | $1.12M | 0.01% | +1,513+8.3% | Added |
| EP Wealth Advisors, LLC | 19,835 | $1.13M | 0.02% | +9,255+87.5% | Added |
| Woodmont Investment Counsel LLC | 19,946 | $1.13M | 0.13% | −1,304−6.1% | Reduced |
| Bard Financial Services, Inc. | 19,980 | $1.13M | 0.09% | −1,525−7.1% | Reduced |
| Taylor Hoffman Wealth Management | 19,986 | $1.13M | 0.45% | +50.0% | Added |
| Legacy Financial Advisors, Inc. | 20,001 | $1.13M | 0.26% | +446+2.3% | Added |
| Sheets Smith Wealth Management | 20,011 | $1.14M | 0.16% | +262+1.3% | Added |
| OmniStar Financial Group, Inc. | 20,078 | $1.14M | 1.13% | −4,399−18.0% | Reduced |
| Jacobi Capital Management LLC | 20,081 | $1.14M | 0.14% | +1,548+8.4% | Added |
| Pitcairn Co | 20,138 | $1.14M | 0.10% | −892−4.2% | Reduced |
| Greenspring Advisors, LLC | 20,358 | $1.15M | 0.31% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 20,403 | $1.16M | 0.67% | −6,887−25.2% | Reduced |
| West Paces Advisors Inc. | 20,417 | $1.16M | 0.36% | −100.0% | Reduced |
| Arkadios Wealth Advisors | 20,571 | $1.17M | 0.15% | +12,241+147.0% | Added |
| Mirova | 20,596 | $1.17M | 0.16% | −132−0.6% | Reduced |
| Compton Capital Management Inc | 20,762 | $1.18M | 0.33% | −526−2.5% | Reduced |
| Summit Financial Group Inc | 20,914 | $1.19M | 0.40% | +2,500+13.6% | Added |
| Csenge Advisory Group | 20,947 | $1.19M | 0.09% | −10,507−33.4% | Reduced |
| Simmons Bank | 20,959 | $1.19M | 0.09% | 00.0% | Unchanged |
| MAS Advisors LLC | 20,266 | $1.19M | 0.92% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 21,089 | $1.20M | 0.14% | +9,454+81.3% | Added |
| WealthPLAN Partners, LLC | 24,920 | $1.20M | 0.08% | −3,138−11.2% | Reduced |
| WealthPlan Investment Management, LLC | 24,920 | $1.20M | 0.08% | +24,920 | New |
| Stratos Wealth Advisors, LLC | 21,269 | $1.21M | 0.10% | −204−1.0% | Reduced |
| IBM Retirement Fund | 21,394 | $1.21M | 0.17% | −922−4.1% | Reduced |
| Atticus Wealth Management, LLC | 21,509 | $1.22M | 0.45% | −372−1.7% | Reduced |
| Meeder Asset Management Inc | 21,612 | $1.23M | 0.06% | −8,256−27.6% | Reduced |
| LSV Asset Management | 21,700 | $1.23M | 0.00% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,695 | $1.23M | 0.57% | +70+0.3% | Added |
| Cetera Advisors LLC | 21,724 | $1.23M | 0.02% | +138+0.6% | Added |
| Assetmark, Inc | 21,743 | $1.23M | 0.01% | +9,952+84.4% | Added |
| Gotham Asset Management, LLC | 21,792 | $1.24M | 0.04% | +3,253+17.5% | Added |
| Mutual Advisors, LLC | 21,881 | $1.24M | 0.07% | +437+2.0% | Added |
| Atria Wealth Solutions, Inc. | 21,923 | $1.24M | 0.02% | +21,923 | New |
| Industrial Alliance Investment Management Inc. | 21,994 | $1.25M | 0.03% | +4,778+27.8% | Added |
| Mission Creek Capital Partners, Inc. | 22,010 | $1.25M | 0.33% | −1,048−4.5% | Reduced |
| Aprio Wealth Management, LLC | 22,043 | $1.25M | 0.48% | −88−0.4% | Reduced |
| Searle & Co. | 22,050 | $1.25M | 0.46% | +50+0.2% | Added |
| Laurel Wealth Advisors, Inc. | 22,128 | $1.25M | 0.10% | +75+0.3% | Added |
| Widmann Financial Services, Inc. | 22,172 | $1.26M | 1.11% | +472+2.2% | Added |
| Clearstead Advisors, LLC | 22,220 | $1.26M | 0.09% | +2,123+10.6% | Added |
| Seeyond | 22,339 | $1.27M | 0.13% | +2,191+10.9% | Added |
| Jaffetilchin Investment Partners, LLC | 27,279 | $1.27M | 0.15% | −12,899−32.1% | Reduced |
| IndexIQ Advisors LLC | 22,431 | $1.27M | 0.05% | +232+1.0% | Added |
| HRT Financial LP | 22,775 | $1.29M | 0.01% | +22,775 | New |
| Oak Thistle LLC | 22,784 | $1.29M | 0.68% | +14,579+177.7% | Added |
| Partners in Financial Planning | 25,399 | $1.29M | 0.41% | −3,361−11.7% | Reduced |