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 |
|---|---|---|---|---|---|
| GraniteShares Advisors LLC | 6,412 | $363.0K | 0.20% | +174+2.8% | Added |
| Hollencrest Capital Management | 6,364 | $361.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 6,315 | $358.0K | 0.33% | 00.0% | Unchanged |
| Veracity Capital LLC | 6,317 | $358.0K | 0.15% | +255+4.2% | Added |
| Central Bank & Trust Co | 6,300 | $357.0K | 0.06% | −645−9.3% | Reduced |
| Parkside Financial Bank & Trust | 6,305 | $357.0K | 0.10% | +335+5.6% | Added |
| Columbia Trust Co 01012016 | 6,849 | $357.0K | 0.17% | +2,935+75.0% | Added |
| Wedmont Private Capital | 6,425 | $355.0K | 0.08% | +1,991+44.9% | Added |
| Barings LLC | 6,238 | $354.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,220 | $353.0K | 0.10% | −1,564−20.1% | Reduced |
| Connors Investor Services Inc | 6,220 | $353.0K | 0.04% | −115−1.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,224 | $353.0K | 0.07% | +50+0.8% | Added |
| Annapolis Financial Services, LLC | 6,215 | $352.0K | 0.11% | −405−6.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,189 | $351.0K | 0.17% | −7−0.1% | Reduced |
| ASB Consultores, LLC | 6,183 | $351.0K | 0.15% | +20.0% | Added |
| Paragon Capital Management LLC | 6,177 | $350.0K | 0.18% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 6,165 | $350.0K | 0.03% | +1,165+23.3% | Added |
| Glen Eagle Advisors, LLC | 6,130 | $347.6K | 0.09% | 00.0% | Unchanged |
| Ferris Capital, LLC | 6,116 | $347.0K | 0.08% | 00.0% | Unchanged |
| Riverview Trust Co | 6,115 | $347.0K | 0.26% | +1,024+20.1% | Added |
| Tudor Investment Corp Et Al | 6,043 | $343.0K | 0.01% | −115,144−95.0% | Reduced |
| Hamilton Capital, LLC | 6,047 | $343.0K | 0.02% | +642+11.9% | Added |
| Quadrant Private Wealth Management, LLC | 5,962 | $338.0K | 0.13% | −281−4.5% | Reduced |
| Wrapmanager Inc | 5,905 | $335.0K | 0.09% | +113+2.0% | Added |
| Eagle Harbor Asset Management Inc | 5,899 | $334.5K | 0.43% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,866 | $333.0K | 0.05% | −932−13.7% | Reduced |
| Oakworth Capital, Inc. | 5,848 | $332.0K | 0.03% | −905−13.4% | Reduced |
| CoreCap Advisors, LLC | 5,854 | $332.0K | 0.02% | −346−5.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,861 | $332.0K | 0.10% | +529+9.9% | Added |
| Sunflower Bank, N.A. | 5,844 | $331.0K | 0.04% | +5,844 | New |
| Henshaw Capital LLC | 5,821 | $330.1K | 0.02% | +1,205+26.1% | Added |
| Centaurus Financial, Inc. | 5,797 | $329.0K | 0.03% | −647−10.0% | Reduced |
| Bristlecone Advisors, LLC | 5,804 | $329.0K | 0.04% | +253+4.6% | Added |
| Silver Oak Securities, Inc | 6,120 | $329.0K | 0.07% | +6,120 | New |
| Deseret Mutual Benefit Administrators | 5,791 | $328.0K | 0.07% | −981−14.5% | Reduced |
| Ameritas Advisory Services, LLC | 5,779 | $328.0K | 0.01% | −48−0.8% | Reduced |
| QVR LLC | 5,747 | $326.0K | 1.30% | +5,747 | New |
| Meridian Financial Partners LLC | 5,738 | $325.0K | 0.48% | 00.0% | Unchanged |
| Insight Advisors, LLC | 5,710 | $324.0K | 0.10% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,702 | $323.0K | 0.06% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5,685 | $322.0K | 0.08% | 00.0% | Unchanged |
| Independent Investors Inc | 5,657 | $321.0K | 0.07% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 5,662 | $321.0K | 0.05% | +824+17.0% | Added |
| AdvisorNet Financial, Inc | 5,619 | $319.0K | 0.02% | −1,829−24.6% | Reduced |
| Cornerstone Management, Inc. | 5,623 | $318.8K | 0.08% | −1,015−15.3% | Reduced |
| Evercore Wealth Management, LLC | 5,580 | $317.0K | 0.01% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 5,557 | $315.0K | 0.03% | −5,386−49.2% | Reduced |
| Hartford Financial Management Inc. | 5,549 | $315.0K | 0.08% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,495 | $312.0K | 0.09% | +1,390+33.9% | Added |
| Putnam Investments LLC | 5,468 | $310.0K | 0.00% | −167−3.0% | Reduced |
| SevenBridge Financial Group, LLC | 5,451 | $309.0K | 0.11% | −3,051−35.9% | Reduced |
| Tandem Capital Management Corp | 6,072 | $309.0K | 0.21% | +36+0.6% | Added |
| White Pine Capital LLC | 5,450 | $309.0K | 0.10% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 5,426 | $308.0K | 0.19% | 00.0% | Unchanged |
| BBR Partners, LLC | 5,422 | $307.0K | 0.03% | −119−2.1% | Reduced |
| Alliance Wealth Advisors, LLC | 5,402 | $306.0K | 0.25% | −301−5.3% | Reduced |
| Arlington Financial Advisors, LLC | 5,400 | $306.0K | 0.12% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 5,398 | $306.0K | 0.06% | +159+3.0% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,386 | $305.0K | 0.11% | −5,062−48.4% | Reduced |
| FineMark National Bank & Trust | 5,388 | $305.0K | 0.01% | +53+1.0% | Added |
| Exchange Traded Concepts, LLC | 5,379 | $305.0K | 0.01% | +1,485+38.1% | Added |
| Segment Wealth Management, LLC | 5,366 | $304.0K | 0.03% | −1,206−18.4% | Reduced |
| Patriot Investment Management Inc. | 5,338 | $302.0K | 0.03% | −128−2.3% | Reduced |
| M. Kulyk & Associates, LLC | 5,330 | $302.0K | 0.08% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 5,323 | $302.0K | 0.21% | +41+0.8% | Added |
| Single Point Partners, LLC | 5,327 | $302.0K | 0.08% | +5,327 | New |
| Freestone Capital Holdings, LLC | 5,305 | $301.0K | 0.01% | +704+15.3% | Added |
| New Jersey Better Educational Savings Trust | 5,292 | $300.0K | 0.73% | 00.0% | Unchanged |
| First Interstate Bank | 5,223 | $296.0K | 0.03% | +5,223 | New |
| Meyer Handelman Co | 5,200 | $295.0K | 0.01% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 5,183 | $294.0K | 0.14% | 00.0% | Unchanged |
| HC Advisors, LLC | 5,163 | $293.0K | 0.19% | +20.0% | Added |
| Kingsbury Capital Investment Advisors LLC | 5,159 | $293.0K | 0.32% | +5,159 | New |
| Penobscot Investment Management Company, Inc. | 5,150 | $292.0K | 0.04% | −2,460−32.3% | Reduced |
| ARGI Investment Services, LLC | 5,145 | $292.0K | 0.01% | −1,570−23.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,141 | $291.0K | 0.03% | 00.0% | Unchanged |
| Sciencast Management LP | 5,292 | $291.0K | 0.07% | +5,292 | New |
| DuPont Capital Management Corp | 5,113 | $290.0K | 0.01% | −376−6.9% | Reduced |
| Buckley Wealth Management, LLC | 5,123 | $290.0K | 0.08% | +5,123 | New |
| Optimum Investment Advisors | 5,095 | $289.0K | 0.12% | −300−5.6% | Reduced |
| AlphaMark Advisors, LLC | 5,081 | $288.0K | 0.11% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5,065 | $287.2K | 0.10% | +13+0.3% | Added |
| Toth Financial Advisory Corp | 5,056 | $287.0K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,073 | $287.0K | 0.02% | +1,254+32.8% | Added |
| Samalin Investment Counsel, LLC | 5,064 | $287.0K | 0.17% | +1,293+34.3% | Added |
| Merit Financial Group, LLC | 4,987 | $283.0K | 0.02% | +1,250+33.4% | Added |
| MBL Wealth, LLC | 4,964 | $281.0K | 0.07% | +4,964 | New |
| Alaethes Wealth LLC | 4,943 | $280.0K | 0.18% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 4,915 | $279.0K | 0.07% | −1,858−27.4% | Reduced |
| Stewardship Advisors, LLC | 4,909 | $278.0K | 0.10% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 4,892 | $277.0K | 0.34% | +1,221+33.3% | Added |
| Tocqueville Asset Management L.P. | 4,869 | $276.0K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,850 | $275.0K | 0.00% | +268+5.8% | Added |
| Holistic Financial Partners | 4,826 | $274.0K | 0.17% | −947−16.4% | Reduced |
| Carderock Capital Management Inc | 4,837 | $274.0K | 0.09% | +100+2.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,816 | $273.0K | 0.05% | −67−1.4% | Reduced |
| Excalibur Management Corp | 4,796 | $272.0K | 0.12% | −33−0.7% | Reduced |
| Eagle Capital Management, LLC | 4,798 | $272.0K | 0.10% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,763 | $270.0K | 0.02% | −34,989−88.0% | Reduced |
| Strategic Wealth Designers | 4,754 | $270.0K | 0.06% | +4,754 | New |