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 |
|---|---|---|---|---|---|
| Carroll Investors, Inc | 790 | $44.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 761 | $43.0K | 0.01% | +327+75.3% | Added |
| Clear Street Markets LLC | 747 | $42.0K | 0.01% | −14,093−95.0% | Reduced |
| Earnest Partners LLC | 745 | $42.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 742 | $42.0K | 0.01% | +5+0.7% | Added |
| Norwood Financial Corp | 699 | $40.0K | 0.06% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 654 | $37.0K | 0.01% | +4+0.6% | Added |
| Providence Capital Advisors, LLC | 1,413 | $36.0K | 0.01% | +501+54.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 600 | $34.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 600 | $34.0K | 0.01% | +1+0.2% | Added |
| Peoples Financial Services Corp. | 544 | $31.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 553 | $31.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 550 | $31.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 525 | $30.0K | 0.01% | −64−10.9% | Reduced |
| Financial Perspectives, Inc | 505 | $28.6K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 560 | $27.0K | 0.01% | −100−15.2% | Reduced |
| McIlrath & Eck, LLC | 480 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 472 | $27.0K | 0.01% | +472 | New |
| Ancora Advisors, LLC | 465 | $26.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 459 | $26.0K | 0.02% | +459 | New |
| Beacon Capital Management, LLC | 455 | $26.0K | 0.01% | +455 | New |
| Country Trust Bank | 422 | $24.0K | 0.00% | −139−24.8% | Reduced |
| TCTC Holdings, LLC | 387 | $22.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 394 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 374 | $21.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $21.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 364 | $21.0K | 0.01% | +105+40.5% | Added |
| Piscataqua Savings Bank | 360 | $20.0K | 0.01% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 357 | $20.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 345 | $19.6K | 0.01% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 330 | $19.0K | 0.00% | −25,300−98.7% | Reduced |
| Webster Bank, N. A. | 339 | $19.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 339 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 338 | $19.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 331 | $19.0K | 0.00% | +2+0.6% | Added |
| Clean Yield Group | 318 | $18.0K | 0.01% | −1,889−85.6% | Reduced |
| Baldrige Asset Management LLC | 320 | $18.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 320 | $18.0K | 0.02% | +320 | New |
| WR Wealth Planners, LLC | 316 | $17.9K | 0.01% | +316 | New |
| Cranbrook Wealth Management, LLC | 295 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 294 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 299 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 277 | $15.7K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 264 | $15.0K | 0.02% | +230+676.5% | Added |
| Delos Wealth Advisors, LLC | 248 | $14.0K | 0.01% | −270−52.1% | Reduced |
| Tyler-Stone Wealth Management | 250 | $14.0K | 0.01% | −29−10.4% | Reduced |
| Global Trust Asset Management, LLC | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 255 | $14.0K | 0.01% | +2+0.8% | Added |
| Private Ocean, LLC | 248 | $14.0K | 0.00% | +1+0.4% | Added |
| Smith Group Asset Management, LLC | 229 | $13.0K | 0.00% | −13−5.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 238 | $13.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 221 | $13.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 225 | $13.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 221 | $12.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 213 | $12.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 207 | $12.0K | 0.00% | +59+39.9% | Added |
| Sierra Capital LLC | 186 | $11.0K | 0.00% | −17−8.4% | Reduced |
| SOA Wealth Advisors, LLC. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 188 | $11.0K | 0.00% | +94+100.0% | Added |
| Siena Capital LLC | 200 | $11.0K | 0.01% | +200 | New |
| Northwest Investment Counselors, LLC | 180 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 177 | $10.0K | 0.00% | +26+17.2% | Added |
| Advanced Research Investment Solutions, LLC | 170 | $10.0K | 0.00% | +170 | New |
| Ci Investments Inc. | 166 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 163 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $9.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 157 | $9.00K | 0.00% | +157 | New |
| Ahrens Investment Partners LLC | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 140 | $8.00K | 0.00% | +140 | New |
| Horan Securities, Inc. | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 132 | $7.00K | 0.00% | +132 | New |
| O'Dell Group, LLC | 109 | $6.00K | 0.00% | −134−55.1% | Reduced |
| Field & Main Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 99 | $6.00K | 0.00% | +99 | New |
| Estabrook Capital Management | 97 | $5.50K | 0.00% | +44+83.0% | Added |
| Newbridge Financial Services Group, Inc. | 94 | $5.00K | 0.00% | −599−86.4% | Reduced |
| GW&K Investment Management, LLC | 93 | $5.00K | 0.00% | +93 | New |
| JNBA Financial Advisors | 63 | $4.00K | 0.00% | −225−78.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 70 | $4.00K | 0.00% | +13+22.8% | Added |
| Institutional & Family Asset Management, LLC | 64 | $4.00K | 0.00% | +64 | New |
| PrairieView Partners, LLC | 76 | $4.00K | 0.00% | +76 | New |
| Spectrum Management Group, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 59 | $3.00K | 0.00% | +59 | New |
| SJS Investment Consulting Inc. | 49 | $3.00K | 0.00% | +49 | New |
| Old North State Trust, LLC | 48 | $2.74K | 2.20% | −55,854−99.9% | Reduced |
| Focused Wealth Management, Inc | 44 | $2.00K | 0.00% | +1+2.3% | Added |
| Bay Harbor Wealth Management, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 50 | $2.00K | 0.00% | −1−2.0% | Reduced |
| Lowe Wealth Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 39 | $2.00K | 0.00% | +5+14.7% | Added |
| Loomis Sayles & Co L P | 30 | $2.00K | 0.00% | +30 | New |
| J.Safra Asset Management Corp | 129 | $2.00K | 0.04% | +129 | New |
| Rockbridge Investment Management, LCC | 34 | $1.88K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 24 | $1.00K | 0.00% | +1+4.3% | Added |
| TFC Financial Management | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 17 | $1.00K | 0.00% | 00.0% | Unchanged |