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 |
|---|---|---|---|---|---|
| Second Half Financial Partners, LLC | 4,638 | $270.0K | 0.22% | +4,638 | New |
| Morris Financial Concepts, Inc. | 4,753 | $269.0K | 0.22% | −275−5.5% | Reduced |
| Glassman Wealth Services | 4,746 | $269.0K | 0.05% | +228+5.0% | Added |
| Cambridge Trust Co | 4,744 | $269.0K | 0.01% | +1,646+53.1% | Added |
| Prio Wealth Limited Partnership | 4,691 | $266.0K | 0.01% | +67+1.4% | Added |
| Home Federal Bank of Tennessee | 4,661 | $264.0K | 0.09% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 4,613 | $262.0K | 0.02% | +4,613 | New |
| First Command Bank | 4,603 | $261.0K | 0.04% | −2,329−33.6% | Reduced |
| First Command Financial Services, Inc. | 4,603 | $261.0K | 0.04% | −1,759−27.6% | Reduced |
| Flagship Harbor Advisors, LLC | 4,595 | $261.0K | 0.03% | −774−14.4% | Reduced |
| TD Waterhouse Canada Inc. | 4,617 | $260.5K | 0.00% | +342+8.0% | Added |
| NTB Financial Corp | 4,586 | $260.0K | 0.19% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 4,580 | $260.0K | 0.06% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 4,579 | $260.0K | 0.07% | +36+0.8% | Added |
| Norris Perne & French LLP | 4,568 | $259.0K | 0.02% | −100−2.1% | Reduced |
| Twin Focus Capital Partners, LLC | 4,567 | $259.0K | 0.05% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 4,550 | $258.0K | 0.02% | −250−5.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,548 | $258.0K | 0.06% | +1,104+32.1% | Added |
| Amplius Wealth Advisors, LLC | 227,044 | $256.0K | 0.04% | +226,514+42,738.5% | Added |
| BKD Wealth Advisors, LLC | 4,493 | $255.0K | 0.01% | +291+6.9% | Added |
| Wellington Shields & Co., LLC | 4,455 | $253.0K | 0.08% | +200+4.7% | Added |
| Keystone Financial Group | 4,464 | $253.0K | 0.04% | +1,000+28.9% | Added |
| Fortis Advisors, LLC | 4,464 | $253.0K | 0.14% | +1,794+67.2% | Added |
| Johnson Financial Group, Inc. | 4,451 | $252.0K | 0.02% | +150+3.5% | Added |
| SPC Financial, Inc. | 4,450 | $252.0K | 0.03% | +450+11.3% | Added |
| Primoris Wealth Advisors, LLC | 4,419 | $251.0K | 0.23% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,434 | $251.0K | 0.02% | +74+1.7% | Added |
| Quantinno Capital Management LP | 4,430 | $251.0K | 0.04% | +234+5.6% | Added |
| Warren Averett Asset Management, LLC | 4,413 | $250.0K | 0.02% | +10+0.2% | Added |
| LS Investment Advisors, LLC | 4,401 | $250.0K | 0.04% | −126−2.8% | Reduced |
| CFO4Life Group, LLC | 4,416 | $250.0K | 0.05% | +9+0.2% | Added |
| Raffa Wealth Management, LLC | 4,408 | $249.9K | 0.09% | −75−1.7% | Reduced |
| Childress Capital Advisors, LLC | 4,348 | $248.0K | 0.09% | +4,348 | New |
| Rock Point Advisors, LLC | 4,350 | $247.0K | 0.07% | 00.0% | Unchanged |
| Commons Capital, LLC | 4,320 | $245.0K | 0.26% | +1,836+73.9% | Added |
| Tiemann Investment Advisors, LLC | 4,286 | $243.0K | 0.11% | −136−3.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,291 | $243.0K | 0.11% | 00.0% | Unchanged |
| Intersect Capital LLC | 4,276 | $242.0K | 0.05% | −392−8.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,263 | $242.0K | 0.03% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4,269 | $242.0K | 0.05% | +11+0.3% | Added |
| MV Capital Management, Inc. | 4,265 | $242.0K | 0.04% | +90+2.2% | Added |
| Teamwork Financial Advisors, LLC | 4,263 | $242.0K | 0.05% | +4,263 | New |
| Breiter Capital Management Inc | 4,249 | $241.0K | 0.12% | −588−12.2% | Reduced |
| Guild Investment Management, Inc. | 4,248 | $241.0K | 0.25% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 4,246 | $241.0K | 0.07% | −38−0.9% | Reduced |
| Boston Private Wealth LLC | 4,233 | $240.0K | 0.00% | +686+19.3% | Added |
| Parametrica Management Ltd | 4,217 | $239.0K | 0.18% | +4,217 | New |
| Capital Management Corp | 4,200 | $238.0K | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 4,193 | $237.0K | 0.07% | −497−10.6% | Reduced |
| Johnson Investment Counsel Inc | 4,183 | $237.0K | 0.00% | −251−5.7% | Reduced |
| Centennial Wealth Advisory LLC | 4,173 | $237.0K | 0.13% | +685+19.6% | Added |
| Meiji Yasuda Life Insurance Co | 4,186 | $237.0K | 0.00% | +4,186 | New |
| NovaPoint Capital, LLC | 4,169 | $236.0K | 0.09% | +10.0% | Added |
| Lyell Wealth Management, LP | 4,164 | $236.0K | 0.03% | +4,164 | New |
| Concord Asset Management, LLC | 4,160 | $235.9K | 0.16% | −448−9.7% | Reduced |
| Resurgent Financial Advisors LLC | 4,126 | $234.0K | 0.15% | +4,126 | New |
| McKinley Carter Wealth Services, Inc. | 4,117 | $233.0K | 0.02% | −2,913−41.4% | Reduced |
| Desjardins Global Asset Management Inc. | 4,117 | $233.0K | 0.02% | −250−5.7% | Reduced |
| Bailard, Inc. | 4,114 | $233.0K | 0.01% | +112+2.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,113 | $233.0K | 0.01% | +569+16.1% | Added |
| Principle Wealth Partners LLC | 4,094 | $232.0K | 0.02% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 4,055 | $230.0K | 0.11% | +8+0.2% | Added |
| Liberty Capital Management, Inc. | 4,036 | $229.0K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,041 | $229.0K | 0.02% | +4,041 | New |
| M&R Capital Management Inc | 4,020 | $228.0K | 0.05% | +2,355+141.4% | Added |
| Worth Asset Management, LLC | 4,913 | $228.0K | 0.15% | +4,913 | New |
| Marble Harbor Investment Counsel, LLC | 4,000 | $227.0K | 0.03% | 00.0% | Unchanged |
| SBK Financial, Inc. | 4,000 | $227.0K | 0.23% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 4,003 | $227.0K | 0.03% | +24+0.6% | Added |
| Private Capital Group, LLC | 4,009 | $227.0K | 0.05% | +114+2.9% | Added |
| Chicago Trust Co NA | 4,009 | $227.0K | 0.05% | +4,009 | New |
| D'Orazio & Associates, Inc. | 3,977 | $225.0K | 0.05% | −27−0.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 3,973 | $225.0K | 0.09% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,970 | $225.0K | 0.01% | +464+13.2% | Added |
| Cottonwood Capital Advisors, LLC | 3,956 | $224.0K | 0.18% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 3,948 | $224.0K | 0.02% | +26+0.7% | Added |
| Almanack Investment Partners, LLC. | 3,929 | $223.0K | 0.02% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 3,917 | $222.0K | 0.00% | +3,917 | New |
| Regent Peak Wealth Advisors LLC | 3,891 | $221.0K | 0.06% | +75+2.0% | Added |
| SFMG, LLC | 3,892 | $221.0K | 0.02% | +156+4.2% | Added |
| McDonald Partners LLC | 3,894 | $221.0K | 0.05% | +3,848+8,365.2% | Added |
| Centiva Capital, LP | 3,883 | $220.0K | 0.01% | −15,501−80.0% | Reduced |
| Moneywise, Inc. | 3,887 | $220.0K | 0.14% | +3,887 | New |
| Chartist Inc | 3,873 | $219.6K | 0.11% | 00.0% | Unchanged |
| Burt Wealth Advisors | 3,871 | $219.0K | 0.07% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,842 | $218.0K | 0.11% | 00.0% | Unchanged |
| Capital Square, LLC | 3,830 | $217.0K | 0.15% | +3,830 | New |
| TrueWealth Advisors, LLC | 3,695 | $216.0K | 0.10% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 3,791 | $215.0K | 0.07% | −9,229−70.9% | Reduced |
| First United Bank Trust | 3,787 | $215.0K | 0.08% | −205−5.1% | Reduced |
| Bollard Group LLC | 3,785 | $215.0K | 0.01% | +29+0.8% | Added |
| KCM Investment Advisors LLC | 3,796 | $215.0K | 0.01% | +3,796 | New |
| Geller Advisors LLC | 3,771 | $214.0K | 0.04% | −66−1.7% | Reduced |
| Drive Wealth Management, LLC | 3,769 | $214.0K | 0.18% | +245+7.0% | Added |
| Meridian Wealth Partners, LLC | 3,766 | $213.0K | 0.04% | +3,766 | New |
| Detalus Advisors, LLC | 3,732 | $212.0K | 0.11% | 00.0% | Unchanged |
| Warner Financial, Inc | 3,675 | $212.0K | 0.17% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,725 | $211.2K | 0.02% | −635−14.6% | Reduced |
| Cahaba Wealth Management, Inc. | 4,380 | $211.0K | 0.03% | +4,380 | New |
| Wedgewood Investors Inc | 3,711 | $210.0K | 0.25% | 00.0% | Unchanged |