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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 22,806 | $1.29M | 0.09% | +203+0.9% | Added |
| Ballast, Inc. | 22,858 | $1.30M | 0.50% | +1,486+7.0% | Added |
| Meridian Wealth Management, LLC | 23,272 | $1.32M | 0.14% | −19−0.1% | Reduced |
| Inverness Counsel LLC | 23,377 | $1.32M | 0.06% | −280,244−92.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 23,387 | $1.33M | 0.12% | +170+0.7% | Added |
| Argent Advisors, Inc. | 23,446 | $1.33M | 0.71% | +1,992+9.3% | Added |
| NVWM, LLC | 23,455 | $1.33M | 0.42% | +427+1.9% | Added |
| Wealthspire Advisors, LLC | 23,499 | $1.33M | 0.03% | −6,560−21.8% | Reduced |
| Cigna Investments Inc | 23,500 | $1.33M | 0.16% | −6,829−22.5% | Reduced |
| CAPROCK Group, Inc. | 23,572 | $1.34M | 0.13% | +10,007+73.8% | Added |
| Wetherby Asset Management Inc | 23,637 | $1.34M | 0.08% | +124+0.5% | Added |
| Certified Advisory Corp | 23,669 | $1.34M | 0.29% | +14+0.1% | Added |
| Park Avenue Securities LLC | 23,679 | $1.34M | 0.02% | +1,292+5.8% | Added |
| Vontobel Holding Ltd. | 22,951 | $1.35M | 0.01% | +738+3.3% | Added |
| Sumitomo Life Insurance Co | 23,836 | $1.35M | 0.03% | −588−2.4% | Reduced |
| Wealth Alliance | 23,863 | $1.35M | 0.28% | +477+2.0% | Added |
| RFG Advisory, LLC | 23,917 | $1.36M | 0.09% | +23,917 | New |
| Princeton Global Asset Management LLC | 23,945 | $1.36M | 0.38% | +866+3.8% | Added |
| Prospera Financial Services Inc | 24,100 | $1.37M | 0.06% | +1,480+6.5% | Added |
| We Are One Seven, LLC | 24,123 | $1.37M | 0.15% | +1,242+5.4% | Added |
| Ieq Capital, LLC | 24,242 | $1.38M | 0.03% | −228−0.9% | Reduced |
| Global Retirement Partners, LLC | 29,421 | $1.38M | 0.11% | +29,421 | New |
| Vestcor Inc | 24,321 | $1.38M | 0.05% | +4,640+23.6% | Added |
| American Trust | 24,417 | $1.38M | 0.09% | −299−1.2% | Reduced |
| Enlightenment Research, LLC | 24,700 | $1.40M | 1.86% | +24,700 | New |
| Intrust Bank NA | 24,773 | $1.40M | 0.18% | +1,171+5.0% | Added |
| Comerica Securities,inc. | 24,932 | $1.41M | 0.09% | +1,104+4.6% | Added |
| Aull & Monroe Investment Management Corp | 25,004 | $1.42M | 0.64% | −250−1.0% | Reduced |
| Veriti Management LLC | 25,077 | $1.42M | 0.17% | +1,041+4.3% | Added |
| Bessemer Securities LLC | 25,096 | $1.42M | 0.41% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 25,396 | $1.44M | 0.00% | −4,588−15.3% | Reduced |
| Fortem Financial Group, LLC | 25,425 | $1.44M | 0.63% | −120−0.5% | Reduced |
| Empirical Finance, LLC | 25,847 | $1.47M | 0.16% | +5,191+25.1% | Added |
| Wealthcare Advisory Partners LLC | 26,022 | $1.48M | 0.09% | −474−1.8% | Reduced |
| Moody National Bank Trust Division | 26,269 | $1.49M | 0.05% | −487−1.8% | Reduced |
| Panagora Asset Management Inc | 26,365 | $1.50M | 0.01% | +6,593+33.3% | Added |
| Investors Research Corp | 26,382 | $1.50M | 0.42% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 26,460 | $1.50M | 0.21% | +1,672+6.7% | Added |
| Van Leeuwen & Company, LLC | 26,579 | $1.51M | 1.11% | +14,249+115.6% | Added |
| Valeo Financial Advisors, LLC | 26,650 | $1.51M | 0.08% | +12,900+93.8% | Added |
| Newman Dignan & Sheerar, Inc. | 26,783 | $1.52M | 0.48% | −89−0.3% | Reduced |
| Arvest Trust Co N A | 26,801 | $1.52M | 0.08% | +4,162+18.4% | Added |
| RBF Capital, LLC | 25,900 | $1.52M | 0.10% | 00.0% | Unchanged |
| HNP Capital LLC | 26,875 | $1.52M | 0.36% | +209+0.8% | Added |
| True North Advisors, LLC | 27,051 | $1.53M | 0.41% | −99−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 27,108 | $1.54M | 0.06% | +2,206+8.9% | Added |
| BCS Wealth Management | 27,228 | $1.54M | 0.64% | −1,850−6.4% | Reduced |
| Investors Asset Management of Georgia Inc | 27,227 | $1.54M | 0.78% | −77−0.3% | Reduced |
| Capital Asset Advisory Services LLC | 27,282 | $1.55M | 0.16% | +870+3.3% | Added |
| MTM Investment Management, LLC | 27,341 | $1.55M | 0.75% | −22−0.1% | Reduced |
| Pettee Investors, Inc. | 27,439 | $1.56M | 0.68% | +3,470+14.5% | Added |
| Waldron Private Wealth LLC | 27,506 | $1.56M | 0.08% | +7,844+39.9% | Added |
| Toroso Investments, LLC | 27,511 | $1.56M | 0.05% | +2,641+10.6% | Added |
| Kinneret Advisory, LLC | 27,853 | $1.58M | 0.17% | +623+2.3% | Added |
| Ally Financial Inc. | 28,000 | $1.59M | 0.18% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 28,292 | $1.60M | 1.43% | +379+1.4% | Added |
| Dean Investment Associates, LLC | 28,638 | $1.62M | 0.29% | −711−2.4% | Reduced |
| National Asset Management, Inc. | 28,815 | $1.64M | 0.05% | −2,204−7.1% | Reduced |
| Capital Investment Advisory Services, LLC | 28,953 | $1.64M | 0.18% | −3,211−10.0% | Reduced |
| American Portfolios Advisors | 28,994 | $1.64M | 0.06% | −259−0.9% | Reduced |
| Founders Financial Alliance, LLC | 29,005 | $1.65M | 0.73% | −1,115−3.7% | Reduced |
| Trust Co of Virginia | 29,073 | $1.65M | 0.18% | −2,550−8.1% | Reduced |
| Continental Advisors LLC | 29,096 | $1.65M | 1.38% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 29,118 | $1.65M | 0.21% | +226+0.8% | Added |
| Lincoln National Corp | 29,169 | $1.65M | 0.03% | −600−2.0% | Reduced |
| Game Creek Capital, LP | 29,250 | $1.66M | 0.87% | +750+2.6% | Added |
| CNB Bank | 29,839 | $1.69M | 0.95% | +119+0.4% | Added |
| Hennessy Advisors Inc | 30,000 | $1.70M | 0.09% | +30,000 | New |
| Dividend Assets Capital, LLC | 30,016 | $1.70M | 0.32% | 00.0% | Unchanged |
| Glenview Trust Co | 30,051 | $1.70M | 0.06% | −5,527−15.5% | Reduced |
| Tandem Investment Advisors, Inc. | 30,145 | $1.71M | 0.10% | −782−2.5% | Reduced |
| Vectors Research Management, LLC | 30,163 | $1.71M | 0.38% | +51+0.2% | Added |
| Davis Selected Advisers | 30,318 | $1.72M | 0.01% | −1,332−4.2% | Reduced |
| Aevitas Wealth Management, Inc. | 30,447 | $1.73M | 1.06% | +423+1.4% | Added |
| Central Trust Co | 30,776 | $1.75M | 0.05% | +3,353+12.2% | Added |
| Pathstone Family Office, LLC | 30,817 | $1.75M | 0.04% | −1,247−3.9% | Reduced |
| Banque Cantonale Vaudoise | 31,000 | $1.76M | 0.08% | 00.0% | Unchanged |
| Balentine LLC | 31,160 | $1.77M | 0.06% | −4,665−13.0% | Reduced |
| InterOcean Capital Group, LLC | 31,450 | $1.78M | 0.08% | +85+0.3% | Added |
| Avantax Advisory Services, Inc. | 31,488 | $1.78M | 0.02% | +2,800+9.8% | Added |
| United Asset Strategies, Inc. | 31,577 | $1.79M | 0.23% | +1,063+3.5% | Added |
| Donaldson Capital Management, LLC | 31,570 | $1.79M | 0.08% | +31,570 | New |
| SeaCrest Wealth Management, LLC | 31,581 | $1.79M | 0.21% | +212+0.7% | Added |
| Arabesque Asset Management Ltd | 31,755 | $1.80M | 0.63% | 00.0% | Unchanged |
| MCF Advisors LLC | 31,947 | $1.81M | 0.17% | +31,947 | New |
| Geneos Wealth Management Inc. | 31,970 | $1.81M | 0.08% | −6,686−17.3% | Reduced |
| Sandhill Capital Partners LLC | 32,103 | $1.82M | 0.16% | +3,952+14.0% | Added |
| Tiaa, FSB | 32,282 | $1.83M | 0.01% | −4,271−11.7% | Reduced |
| Snowden Capital Advisors LLC | 32,976 | $1.87M | 0.07% | +24,359+282.7% | Added |
| Kestra Private Wealth Services, LLC | 33,083 | $1.88M | 0.09% | −2,217−6.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 33,262 | $1.89M | 0.62% | −657−1.9% | Reduced |
| Transcend Wealth Collective, LLC | 33,607 | $1.91M | 0.17% | +1,369+4.2% | Added |
| Plimoth Trust Co LLC | 33,717 | $1.91M | 0.51% | −410−1.2% | Reduced |
| Van Eck Associates Corp | 34,091 | $1.93M | 0.00% | −842−2.4% | Reduced |
| Citizens & Northern Corp | 34,264 | $1.94M | 0.72% | −1,077−3.0% | Reduced |
| St. Johns Investment Management Company, LLC | 34,279 | $1.94M | 1.03% | +46+0.1% | Added |
| Profund Advisors LLC | 34,590 | $1.96M | 0.08% | −2,758−7.4% | Reduced |
| Patton Albertson Miller Group, LLC | 34,599 | $1.96M | 0.34% | −334−1.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 34,604 | $1.96M | 0.20% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 34,919 | $1.98M | 0.24% | +4,669+15.4% | Added |