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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 11,764 | $667.0K | 0.07% | +765+7.0% | Added |
| Formidable Asset Management, LLC | 11,741 | $666.0K | 0.13% | +108+0.9% | Added |
| Sculati Wealth Management, LLC | 11,659 | $661.0K | 0.32% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 11,923 | $659.0K | 0.37% | +11,923 | New |
| Asset Dedication, LLC | 11,507 | $653.0K | 0.07% | −300−2.5% | Reduced |
| Fortress Wealth Group, LLC | 11,509 | $653.0K | 0.50% | +5,008+77.0% | Added |
| Keel Point, LLC | 11,521 | $653.0K | 0.10% | +11,521 | New |
| 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 |
| Lake Street Financial LLC | 11,336 | $643.0K | 0.12% | +598+5.6% | Added |
| Fund Management at Engine No. 1 LLC | 11,296 | $640.0K | 0.16% | +11,296 | New |
| Radnor Capital Management, LLC | 11,206 | $635.0K | 0.16% | −712−6.0% | Reduced |
| Shayne & Co., LLC | 11,184 | $634.0K | 0.31% | 00.0% | Unchanged |
| Horizon Investments, LLC | 11,256 | $632.0K | 0.02% | +1,731+18.2% | Added |
| Denali Advisors LLC | 11,100 | $629.0K | 0.24% | +600+5.7% | Added |
| Opus Capital Group, LLC | 11,049 | $626.0K | 0.12% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 11,006 | $624.0K | 0.04% | +178+1.6% | Added |
| Jackson Square Capital, LLC | 10,984 | $623.0K | 0.19% | −1,128−9.3% | 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 |
| Triad Financial Advisors, Inc. | 10,901 | $618.0K | 0.33% | −49−0.4% | Reduced |
| Philadelphia Trust Co | 10,872 | $616.0K | 0.05% | +25+0.2% | Added |
| American National Registered Investment Advisor, Inc. | 10,846 | $615.0K | 0.22% | +1,508+16.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,831 | $614.0K | 0.02% | +10,831 | New |
| Covenant Asset Management, LLC | 10,804 | $613.0K | 0.18% | +442+4.3% | Added |
| 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 |
| 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 |
| Oak Associates, Ltd | 10,750 | $610.0K | 0.04% | −4,364−28.9% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,731 | $608.0K | 0.01% | +45+0.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,673 | $605.0K | 0.20% | −49−0.5% | 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 |
| Coastal Investment Advisors, Inc. | 10,612 | $602.0K | 0.12% | −447−4.0% | Reduced |
| 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 |
| Summit Asset Management, LLC | 10,579 | $600.0K | 0.17% | +374+3.7% | Added |
| BT Wealth Management LLC | 10,542 | $598.0K | 0.16% | −4,000−27.5% | Reduced |
| Essex Financial Services, Inc. | 10,446 | $592.0K | 0.06% | +1,033+11.0% | 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 |
| StoneX Group Inc. | 10,392 | $589.2K | 0.05% | +385+3.8% | Added |
| Quantbot Technologies LP | 10,322 | $585.0K | 0.05% | +10,322 | New |
| Essex Savings Bank | 10,272 | $583.0K | 0.19% | +40+0.4% | Added |
| Altus Wealth Group LLC | 10,185 | $577.0K | 0.47% | +37+0.4% | Added |
| V Wealth Advisors LLC | 10,137 | $575.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| NBT Bank N A | 10,047 | $570.0K | 0.08% | +492+5.1% | Added |
| Red Cedar Investment Management, LLC | 10,044 | $569.0K | 0.08% | +10,044 | New |
| American Assets Inc | 10,000 | $567.0K | 0.16% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 9,972 | $565.0K | 0.06% | −150−1.5% | Reduced |
| Guyasuta Investment Advisors Inc | 9,942 | $564.0K | 0.04% | −200−2.0% | 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 |
| Keebeck Alpha, LP | 9,828 | $557.0K | 0.17% | −2,452−20.0% | 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 |
| Segall Bryant & Hamill, LLC | 9,800 | $555.0K | 0.01% | −174−1.7% | 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 |
| First Commonwealth Financial Corp | 9,617 | $545.0K | 0.18% | −1,327−12.1% | Reduced |
| Boothbay Fund Management, LLC | 9,583 | $543.0K | 0.02% | +4,766+98.9% | Added |
| Crawford Investment Counsel Inc | 9,462 | $536.0K | 0.01% | +37+0.4% | Added |
| Baker Tilly Wealth Management, LLC | 9,279 | $526.0K | 0.06% | −3,004−24.5% | Reduced |
| NFP Retirement, Inc. | 9,276 | $526.0K | 0.12% | +9,276 | New |
| Peoples Bank | 9,265 | $525.0K | 0.26% | +835+9.9% | 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 |
| 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 |
| 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 |
| Parthenon LLC | 9,112 | $517.0K | 0.07% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 9,109 | $516.0K | 0.15% | +83+0.9% | Added |
| Cozad Asset Management Inc | 9,090 | $515.0K | 0.07% | +805+9.7% | Added |
| 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 |
| Grant/GrossMendelsohn, LLC | 9,708 | $504.0K | 0.25% | +9,708 | New |
| Procyon Private Wealth Partners, LLC | 8,876 | $503.0K | 0.10% | +177+2.0% | Added |
| 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 |
| Mountain Pacific Investment Advisers Inc | 8,842 | $501.0K | 0.03% | −209−2.3% | Reduced |
| Nwam LLC | 8,825 | $500.0K | 0.04% | +1,621+22.5% | Added |
| 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 |
| Longfellow Investment Management Co LLC | 8,783 | $498.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Institute for Wealth Management, LLC. | 8,721 | $494.0K | 0.08% | +176+2.1% | Added |
| MainStreet Investment Advisors LLC | 8,686 | $492.0K | 0.05% | +1,967+29.3% | Added |
| Aspiriant, LLC | 8,589 | $487.0K | 0.03% | −849−9.0% | Reduced |
| 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 |
| Laurion Capital Management LP | 8,512 | $483.0K | 0.01% | +8,512 | New |