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 |
|---|---|---|---|---|---|
| Chemung Canal Trust Co | 161,063 | $9.13M | 1.77% | +1,574+1.0% | Added |
| Investment Management Corp of Ontario | 159,000 | $9.02M | 0.84% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 158,281 | $8.97M | 0.78% | −2,992−1.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 157,879 | $8.95M | 1.98% | +157,879 | New |
| Northwestern Mutual Wealth Management Co | 153,864 | $8.72M | 0.01% | +5,387+3.6% | Added |
| Covington Capital Management | 151,953 | $8.62M | 0.31% | +13,978+10.1% | Added |
| Rothschild Investment Corp | 151,849 | $8.61M | 0.68% | −1,212−0.8% | Reduced |
| Argent Trust Co | 147,784 | $8.38M | 0.51% | +1,641+1.1% | Added |
| Nissay Asset Management Corp | 146,745 | $8.32M | 0.07% | +3,480+2.4% | Added |
| Alpha Omega Wealth Management LLC | 144,845 | $8.21M | 1.30% | +1,866+1.3% | Added |
| Oppenheimer & Co Inc | 143,427 | $8.13M | 0.15% | −4,531−3.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 143,379 | $8.13M | 0.31% | −50,934−26.2% | Reduced |
| Bokf, NA | 142,790 | $8.10M | 0.13% | +2,972+2.1% | Added |
| Linscomb & Williams, Inc. | 141,969 | $8.05M | 0.39% | +4,618+3.4% | Added |
| Stonegate Investment Group, LLC | 141,877 | $8.04M | 0.26% | +170+0.1% | Added |
| 1832 Asset Management L.P. | 143,435 | $8.03M | 0.01% | −114,028−44.3% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 140,731 | $7.98M | 0.43% | −4,552−3.1% | Reduced |
| KBC Group NV | 140,653 | $7.97M | 0.03% | −488,908−77.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 137,809 | $7.81M | 0.70% | −10,861−7.3% | Reduced |
| Biondo Investment Advisors, LLC | 132,621 | $7.58M | 1.34% | +4,336+3.4% | Added |
| Hartford Investment Management Co | 133,579 | $7.57M | 0.20% | −9,249−6.5% | Reduced |
| German American Bancorp, Inc. | 132,960 | $7.54M | 1.10% | +2,959+2.3% | Added |
| Whittier Trust Co of Nevada Inc | 131,824 | $7.47M | 0.27% | +15,222+13.1% | Added |
| Blueshift Asset Management, LLC | 131,714 | $7.47M | 0.68% | +126,933+2,654.9% | Added |
| Taylor Wealth Management Partners | 129,081 | $7.32M | 2.96% | −5,864−4.3% | Reduced |
| Atria Investments LLC | 127,946 | $7.25M | 0.13% | +18,225+16.6% | Added |
| Terry L. Blaker | 127,742 | $7.24M | 0.59% | −1,774−1.4% | Reduced |
| M&T Bank Corp | 127,203 | $7.21M | 0.03% | −72,918−36.4% | Reduced |
| Sequoia Financial Advisors, LLC | 126,412 | $7.17M | 0.18% | +20,197+19.0% | Added |
| Hyman Charles D | 126,196 | $7.16M | 0.45% | −3,763−2.9% | Reduced |
| Camden National Bank | 125,954 | $7.14M | 1.29% | +1,618+1.3% | Added |
| TD Private Client Wealth LLC | 125,545 | $7.12M | 0.30% | −137−0.1% | Reduced |
| Colonial Trust Advisors | 122,396 | $6.94M | 0.82% | +717+0.6% | Added |
| Icon Wealth Partners, LLC | 121,652 | $6.90M | 0.69% | −1,262−1.0% | Reduced |
| Parkside Investments, LLC | 119,267 | $6.76M | 1.32% | +10,952+10.1% | Added |
| Sandy Spring Bank | 119,213 | $6.76M | 0.34% | −118−0.1% | Reduced |
| Keybank National Association | 119,137 | $6.75M | 0.03% | −2,899−2.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 123,355 | $6.75M | 0.92% | +14,977+13.8% | Added |
| Kestra Advisory Services, LLC | 118,923 | $6.74M | 0.07% | −7,649−6.0% | Reduced |
| Smith, Salley & Associates | 117,077 | $6.64M | 0.50% | −4,812−3.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 116,988 | $6.63M | 0.15% | −7,922−6.3% | Reduced |
| Keating Investment Counselors Inc | 116,287 | $6.59M | 2.82% | −575−0.5% | Reduced |
| LaFleur & Godfrey LLC | 115,533 | $6.55M | 0.88% | +29,125+33.7% | Added |
| FinTrust Capital Advisors, LLC | 115,060 | $6.52M | 1.51% | +304+0.3% | Added |
| Westpac Banking Corp | 113,616 | $6.44M | 0.07% | −270−0.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 128,843 | $6.39M | 0.26% | +4,030+3.2% | Added |
| First Citizens Bank & Trust Co | 111,581 | $6.33M | 0.25% | +10,953+10.9% | Added |
| Kovitz Investment Group Partners, LLC | 111,552 | $6.33M | 0.12% | −6,874−5.8% | Reduced |
| Dakota Wealth Management | 110,235 | $6.25M | 0.51% | +110,235 | New |
| AAFMAA Wealth Management & Trust LLC | 110,090 | $6.24M | 2.88% | +99,258+916.3% | Added |
| Engineers Gate Manager LP | 110,089 | $6.24M | 0.24% | +101,839+1,234.4% | Added |
| Securian Asset Management, Inc | 108,783 | $6.17M | 0.12% | −1,548−1.4% | Reduced |
| Westover Capital Advisors, LLC | 108,534 | $6.15M | 1.92% | −1,180−1.1% | Reduced |
| Motco | 108,403 | $6.15M | 0.40% | −3,456−3.1% | Reduced |
| XML Financial, LLC | 108,309 | $6.14M | 0.73% | +343+0.3% | Added |
| Opus Investment Management Inc | 108,100 | $6.13M | 0.94% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 107,743 | $6.11M | 0.06% | −559−0.5% | Reduced |
| AQR Capital Management LLC | 106,623 | $6.05M | 0.01% | +10,137+10.5% | Added |
| Cypress Capital Management LLC | 105,436 | $5.98M | 0.75% | −160,748−60.4% | Reduced |
| Jones Financial Companies LLLP | 105,240 | $5.97M | 0.01% | +9,950+10.4% | Added |
| Elo Mutual Pension Insurance Co | 104,986 | $5.95M | 0.17% | +2,857+2.8% | Added |
| Ingalls & Snyder LLC | 104,413 | $5.92M | 0.27% | +2,207+2.2% | Added |
| Mercer Global Advisors Inc | 104,264 | $5.91M | 0.03% | +20,738+24.8% | Added |
| Bogart Wealth, LLC | 104,169 | $5.91M | 0.51% | +56,642+119.2% | Added |
| Buckingham Strategic Wealth, LLC | 103,768 | $5.88M | 0.12% | +277+0.3% | Added |
| Lockheed Martin Investment Management Co | 103,220 | $5.85M | 0.32% | −118,780−53.5% | Reduced |
| Maryland State Retirement & Pension System | 103,108 | $5.85M | 0.16% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 102,449 | $5.81M | 0.10% | +51,509+101.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 101,737 | $5.77M | 0.21% | +22,883+29.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 100,122 | $5.68M | 0.09% | +1,103+1.1% | Added |
| Diversified Trust Co | 98,017 | $5.56M | 0.19% | −68,512−41.1% | Reduced |
| Flputnam Investment Management Co | 96,972 | $5.50M | 0.18% | +2,458+2.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 96,804 | $5.49M | 0.07% | +1,539+1.6% | Added |
| Candriam Luxembourg S.C.A. | 96,448 | $5.47M | 0.04% | +9,905+11.4% | Added |
| Beach Investment Counsel Inc | 96,342 | $5.46M | 0.58% | −58,124−37.6% | Reduced |
| Huntington National Bank | 96,332 | $5.46M | 0.05% | +974+1.0% | Added |
| Cardinal Capital Management | 95,996 | $5.44M | 1.10% | +3,362+3.6% | Added |
| Pacer Advisors, Inc. | 95,922 | $5.44M | 0.04% | +26,561+38.3% | Added |
| Capital Insight Partners, LLC | 95,244 | $5.40M | 1.10% | +6,537+7.4% | Added |
| Capital International Sarl | 94,401 | $5.35M | 0.27% | −833−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 94,297 | $5.35M | 0.05% | −4,104−4.2% | Reduced |
| tru Independence LLC | 93,848 | $5.32M | 1.44% | −34,466−26.9% | Reduced |
| Am Investment Strategies LLC | 93,411 | $5.30M | 1.40% | +80+0.1% | Added |
| Old National Bancorp | 93,316 | $5.29M | 0.20% | +1,684+1.8% | Added |
| Bragg Financial Advisors, Inc | 92,227 | $5.23M | 0.30% | +985+1.1% | Added |
| Intact Investment Management Inc. | 91,700 | $5.20M | 0.13% | −41,300−31.1% | Reduced |
| Hantz Financial Services, Inc. | 91,243 | $5.17M | 0.15% | +5,892+6.9% | Added |
| TownSquare Capital, LLC | 90,878 | $5.15M | 0.13% | −775−0.8% | Reduced |
| Corient Capital Partners, LLC | 90,207 | $5.12M | 0.34% | +1,406+1.6% | Added |
| Eastern Bank | 89,434 | $5.07M | 0.24% | −18,210−16.9% | Reduced |
| Wealthfront Advisers LLC | 88,606 | $5.02M | 0.02% | −19,017−17.7% | Reduced |
| Advisory Services Network, LLC | 88,323 | $5.01M | 0.15% | +11,895+15.6% | Added |
| Ethic Inc. | 88,111 | $5.00M | 0.34% | +18,468+26.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 88,000 | $4.99M | 0.11% | +221+0.3% | Added |
| Parsec Financial Management, Inc. | 87,650 | $4.97M | 0.21% | +13,840+18.8% | Added |
| Xponance, Inc. | 87,218 | $4.95M | 0.08% | +2,353+2.8% | Added |
| GWM Advisors LLC | 87,087 | $4.94M | 0.09% | +12,678+17.0% | Added |
| Leavell Investment Management, Inc. | 86,921 | $4.93M | 0.34% | +2,732+3.2% | Added |
| Bridge Creek Capital Management LLC | 85,527 | $4.85M | 1.62% | +656+0.8% | Added |
| YHB Investment Advisors, Inc. | 85,441 | $4.84M | 0.43% | −676−0.8% | Reduced |