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 |
|---|---|---|---|---|---|
| MayTech Global Investments, LLC | 3,706 | $210.0K | 0.05% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 3,664 | $208.0K | 0.17% | +3,664 | New |
| MEMBERS Trust Co | 3,658 | $207.0K | 0.01% | −580−13.7% | Reduced |
| Avantax Planning Partners, Inc. | 3,649 | $207.0K | 0.01% | −125−3.3% | Reduced |
| Silverlake Wealth Management LLC | 3,647 | $206.8K | 0.12% | −67−1.8% | Reduced |
| Tranquility Partners, LLC | 3,624 | $205.0K | 0.10% | +100+2.8% | Added |
| Old Mission Capital LLC | 3,607 | $205.0K | 0.01% | +3,607 | New |
| Payden & Rygel | 3,600 | $204.0K | 0.01% | −293,100−98.8% | Reduced |
| Paragon Capital Management Ltd | 3,594 | $204.0K | 0.04% | +117+3.4% | Added |
| CX Institutional | 3,597 | $204.0K | 0.02% | +3,597 | New |
| Glassy Mountain Advisors, Inc. | 3,586 | $203.0K | 0.10% | 00.0% | Unchanged |
| Truadvice, LLC | 4,137 | $202.0K | 0.11% | −8−0.2% | Reduced |
| KB Financial Partners, LLC | 3,540 | $201.0K | 0.06% | −359−9.2% | Reduced |
| Rollins Financial | 3,551 | $201.0K | 0.06% | +3,551 | New |
| Rockland Trust Co | 3,535 | $200.0K | 0.01% | +3,535 | New |
| Keudell/Morrison Wealth Management | 3,529 | $200.0K | 0.08% | +3,529 | New |
| United Community Bank | 3,345 | $189.7K | 0.19% | +770+29.9% | Added |
| Washington Trust Advisors, Inc. | 3,259 | $185.0K | 0.01% | −200−5.8% | Reduced |
| Creative Financial Designs Inc | 3,205 | $182.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 3,132 | $178.0K | 0.01% | −852−21.4% | Reduced |
| FourThought Financial, LLC | 3,113 | $177.0K | 0.02% | +2,400+336.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,026 | $172.0K | 0.15% | +21+0.7% | Added |
| Harbor Investment Advisory, LLC | 3,003 | $170.0K | 0.02% | −218−6.8% | Reduced |
| Proffitt & Goodson Inc | 2,958 | $168.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,965 | $168.0K | 0.02% | +198+7.2% | Added |
| Allworth Financial LP | 2,850 | $162.0K | 0.00% | −728−20.3% | Reduced |
| Clear Investment Research, LLC | 2,837 | $161.0K | 0.32% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,839 | $161.0K | 0.00% | +450+18.8% | Added |
| Larson Financial Group LLC | 2,762 | $157.0K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,670 | $151.0K | 0.04% | +13+0.5% | Added |
| Bank of New Hampshire | 2,640 | $150.0K | 0.04% | +2,640 | New |
| Point72 Hong Kong Ltd | 2,536 | $144.0K | 0.01% | −17,783−87.5% | Reduced |
| Gables Capital Management Inc. | 2,531 | $144.0K | 0.09% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,458 | $139.0K | 0.06% | +29+1.2% | Added |
| JJJ Advisors Inc. | 2,414 | $137.0K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,260 | $128.0K | 0.07% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2,179 | $124.0K | 0.04% | −348−13.8% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $123.0K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,110 | $120.0K | 0.02% | +55+2.7% | Added |
| Arlington Partners LLC | 2,088 | $118.0K | 0.03% | −83−3.8% | Reduced |
| Tompkins Financial Corp | 2,005 | $114.0K | 0.02% | +2,005 | New |
| IMA Wealth, Inc. | 1,961 | $111.0K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,963 | $111.0K | 0.06% | +1,963 | New |
| Ossiam | 1,901 | $108.0K | 0.00% | −527,992−99.6% | Reduced |
| Atlantic Trust, LLC | 1,846 | $105.0K | 0.07% | −267−12.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,848 | $104.0K | 0.01% | +1+0.1% | Added |
| Monetary Management Group Inc | 1,830 | $104.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,821 | $103.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,802 | $102.0K | 0.00% | +709+64.9% | Added |
| First PREMIER Bank | 1,780 | $101.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,786 | $101.0K | 0.01% | +1,786 | New |
| Atlas Capital Advisors LLC | 1,760 | $99.8K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,740 | $98.7K | 0.08% | −126−6.8% | Reduced |
| Front Row Advisors LLC | 1,736 | $98.0K | 0.04% | −21−1.2% | Reduced |
| Holloway Wealth Management, LLC | – | $97.0K | 0.03% | – | – |
| Arrow Financial Corp | 1,625 | $92.0K | 0.01% | +100+6.6% | Added |
| Charter Oak Capital Management, LLC | 1,541 | $87.0K | 0.01% | +46+3.1% | Added |
| Halpern Financial, Inc. | 1,532 | $86.9K | 0.03% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,497 | $85.0K | 0.04% | 00.0% | Unchanged |
| American National Bank | 1,493 | $85.0K | 0.02% | +295+24.6% | Added |
| Ten Capital Wealth Advisors, LLC | 1,491 | $85.0K | 0.04% | +1,491 | New |
| Covestor Ltd | 1,476 | $84.0K | 0.06% | +531+56.2% | Added |
| AIA Group Ltd | 1,430 | $81.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,425 | $81.0K | 0.05% | +170+13.5% | Added |
| Macroview Investment Management LLC | 1,391 | $79.0K | 0.11% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,375 | $78.0K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,369 | $78.0K | 0.05% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,346 | $76.4K | 0.03% | +1,346 | New |
| Fortitude Advisory Group L.L.C. | 1,304 | $74.0K | 0.04% | −76−5.5% | Reduced |
| American State Bank (Iowa) | 1,294 | $73.4K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,280 | $73.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,293 | $73.0K | 0.00% | +63+5.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,228 | $70.0K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,213 | $69.0K | 0.07% | +1,205+15,062.5% | Added |
| Old Second National Bank of Aurora | 1,163 | $66.0K | 0.02% | +263+29.2% | Added |
| BerganKDV Wealth Management, LLC | 1,103 | $63.0K | 0.01% | −2,314−67.7% | Reduced |
| Evolution Advisers, Inc. | 1,116 | $63.0K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 1,100 | $62.0K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,096 | $62.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,070 | $60.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1,041 | $59.0K | 0.01% | −11−1.0% | Reduced |
| Evoke Wealth, LLC | 1,025 | $58.0K | 0.00% | −260−20.2% | Reduced |
| Versant Capital Management, Inc | 1,030 | $58.0K | 0.02% | −158−13.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,013 | $57.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 1,000 | $55.0K | 0.01% | +200+25.0% | Added |
| Plante Moran Financial Advisors, LLC | 930 | $53.0K | 0.01% | −219−19.1% | Reduced |
| Pinnacle Bancorp, Inc. | 915 | $52.0K | 0.02% | −94−9.3% | Reduced |
| Future Financial Wealth Managment LLC | 900 | $51.0K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 875 | $50.0K | 0.01% | −9,100−91.2% | Reduced |
| Perkins Coie Trust Co | 885 | $50.0K | 0.02% | −237−21.1% | Reduced |
| First Personal Financial Services | 877 | $50.0K | 0.01% | −35−3.8% | Reduced |
| Solstein Capital, LLC | 861 | $49.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 861 | $49.0K | 0.01% | +368+74.6% | Added |
| Column Capital Advisors, LLC | 852 | $48.0K | 0.01% | −49−5.4% | Reduced |
| Howe & Rusling Inc | 845 | $48.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 854 | $48.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 845 | $48.0K | 0.03% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 825 | $47.0K | 0.04% | −206−20.0% | Reduced |
| Core Alternative Capital | 794 | $45.0K | 0.01% | +751+1,746.5% | Added |
| Sound Income Strategies, LLC | 778 | $44.0K | 0.01% | 00.0% | Unchanged |