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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 8,501 | $482.0K | 0.06% | −449−5.0% | Reduced |
| Abacus Planning Group, Inc. | 8,492 | $481.0K | 0.13% | −94−1.1% | Reduced |
| Cim Investment Mangement Inc | 8,447 | $479.0K | 0.16% | −11−0.1% | 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 |
| Personal Capital Advisors Corp | 8,384 | $475.0K | 0.00% | −1,799−17.7% | Reduced |
| NewSquare Capital LLC | 8,357 | $474.0K | 0.05% | −200−2.3% | Reduced |
| Gateway Investment Advisers LLC | 8,231 | $467.0K | 0.00% | −45−0.5% | Reduced |
| Summit Trail Advisors, LLC | 8,217 | $466.0K | 0.04% | +8,217 | New |
| 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 |
| 180 Wealth Advisors, LLC | 8,915 | $464.0K | 0.10% | +67+0.8% | Added |
| Select Asset Management & Trust | 8,133 | $461.0K | 0.39% | +1,036+14.6% | 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 |
| 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 |
| 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 |
| D. Scott Neal, Inc. | 8,064 | $457.0K | 0.18% | 00.0% | Unchanged |
| Grove Bank & Trust | 8,045 | $456.0K | 0.09% | +1,373+20.6% | Added |
| Good Life Advisors, LLC | 8,021 | $455.0K | 0.06% | +183+2.3% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $454.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| CIBC World Markets Inc. | 7,927 | $449.0K | 0.00% | −3,296−29.4% | Reduced |
| ForthRight Wealth Management, LLC | 7,909 | $448.0K | 0.23% | +3,026+62.0% | Added |
| Millennium Capital Advisors, LLC | 7,900 | $447.9K | 0.36% | +100+1.3% | Added |
| Fisher Asset Management, LLC | 7,811 | $443.0K | 0.00% | −53,560−87.3% | Reduced |
| Wagner Wealth Management, LLC | 7,727 | $438.0K | 0.31% | +12+0.2% | 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 |
| Belpointe Asset Management LLC | 7,676 | $436.0K | 0.03% | +1,725+29.0% | Added |
| Systematic Financial Management LP | 7,659 | $434.0K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,621 | $432.0K | 0.05% | +7,621 | 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 |
| 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 |
| Signature Estate & Investment Advisors LLC | 7,551 | $428.0K | 0.02% | +279+3.8% | Added |
| 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 |
| 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 |
| Augustine Asset Management Inc | 7,495 | $425.0K | 0.21% | +203+2.8% | Added |
| FSB Premier Wealth Management, Inc. | 8,451 | $424.0K | 0.21% | −660−7.2% | Reduced |
| Cobblestone Capital Advisors LLC | 7,467 | $423.0K | 0.03% | −203−2.6% | Reduced |
| Valmark Advisers, Inc. | 7,432 | $421.0K | 0.01% | +83+1.1% | Added |
| Titleist Asset Management, Ltd. | 7,350 | $417.0K | 0.09% | +498+7.3% | Added |
| Washington Capital Management Inc | 7,321 | $415.1K | 0.34% | 00.0% | Unchanged |
| Resource Planning Group | 7,295 | $414.0K | 0.30% | 00.0% | Unchanged |
| LMCG Investments, LLC | 7,292 | $413.0K | 0.02% | +7,292 | New |
| 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 |
| Western Wealth Management, LLC | 7,234 | $410.0K | 0.02% | −625−8.0% | Reduced |
| 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 |
| 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 |
| TCWP LLC | 7,166 | $406.0K | 0.07% | +400+5.9% | Added |
| Pinnacle Holdings, LLC | 7,143 | $405.0K | 0.16% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 7,145 | $405.0K | 0.10% | 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 |
| Aua Capital Management, LLC | 6,985 | $396.0K | 0.21% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 6,930 | $393.0K | 0.03% | +1,617+30.4% | Added |
| Stony Point Wealth Management Inc. | 6,892 | $391.0K | 0.21% | +13+0.2% | Added |
| Index Fund Advisors, Inc. | 6,866 | $389.0K | 0.03% | −46−0.7% | Reduced |
| Goepper Burkhardt LLC | 6,786 | $385.0K | 0.23% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,520 | $382.0K | 0.42% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,710 | $380.0K | 0.03% | 00.0% | Unchanged |
| Country Club Bank | 6,400 | $376.0K | 0.03% | +6,400 | New |
| Mendel Money Management | 6,627 | $376.0K | 0.18% | +6,627 | New |
| Mill Capital Management, LLC | 6,604 | $374.0K | 0.04% | −460−6.5% | Reduced |
| 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 |
| Carson Advisory Inc. | 6,554 | $372.0K | 0.37% | +75+1.2% | Added |
| Ballew Advisors, Inc | 7,127 | $371.0K | 0.28% | 00.0% | Unchanged |
| 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 |
| 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 |
| Lansing Street Advisors | 6,800 | $366.0K | 0.23% | +6,800 | New |
| 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 |
| 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 |