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 |
|---|---|---|---|---|---|
| AlphaCrest Capital Management LLC | 85,353 | $4.84M | 0.27% | +5,835+7.3% | Added |
| Griffin Asset Management, Inc. | 85,107 | $4.83M | 0.63% | −1,816−2.1% | Reduced |
| Kentucky Retirement Systems | 85,086 | $4.82M | 0.20% | +3,823+4.7% | Added |
| Foyston, Gordon, & Payne Inc | 84,565 | $4.79M | 1.17% | +84,565 | New |
| Cramer Rosenthal McGlynn LLC | 84,533 | $4.79M | 0.19% | −611−0.7% | Reduced |
| Richard Bernstein Advisors LLC | 84,504 | $4.79M | 0.09% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 83,145 | $4.71M | 0.00% | +4,275+5.4% | Added |
| Concord Wealth Partners | 83,124 | $4.71M | 1.22% | +1,191+1.5% | Added |
| Cerity Partners LLC | 82,933 | $4.70M | 0.07% | −3,267−3.8% | Reduced |
| Level Four Advisory Services, LLC | 82,422 | $4.67M | 0.37% | −4,322−5.0% | Reduced |
| Metropolitan Life Insurance Co | 82,377 | $4.67M | 0.17% | −70,392−46.1% | Reduced |
| First National Trust Co | 82,064 | $4.65M | 0.24% | +1,440+1.8% | Added |
| Daiwa Securities Group Inc. | 81,798 | $4.64M | 0.03% | +3,348+4.3% | Added |
| Cape Cod Five Cents Savings Bank | 81,765 | $4.64M | 0.47% | +90+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 81,596 | $4.63M | 0.99% | −1,576−1.9% | Reduced |
| Kingsview Wealth Management, LLC | 79,575 | $4.51M | 0.20% | −6,831−7.9% | Reduced |
| Eudaimonia Partners, LLC | 79,119 | $4.49M | 0.76% | +79,119 | New |
| Edgestream Partners, L.P. | 78,635 | $4.46M | 0.36% | +32,364+69.9% | Added |
| Millennium Management LLC | 78,331 | $4.44M | 0.01% | −539,984−87.3% | Reduced |
| Pendal Group Limited | 78,079 | $4.43M | 0.04% | +10,492+15.5% | Added |
| Louisiana State Employees Retirement System | 84,200 | $4.43M | 0.10% | +500+0.6% | Added |
| Reliant Investment Management, LLC | 77,969 | $4.42M | 2.27% | −3,950−4.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 77,948 | $4.42M | 1.20% | −350−0.4% | Reduced |
| Shelton Capital Management | 77,615 | $4.40M | 0.16% | −33,564−30.2% | Reduced |
| New Mexico Educational Retirement Board | 77,588 | $4.40M | 0.16% | −3,900−4.8% | Reduced |
| Crossmark Global Holdings, Inc. | 76,936 | $4.36M | 0.10% | −3,203−4.0% | Reduced |
| Kavar Capital Partners Group, LLC | 75,171 | $4.26M | 0.92% | +1,756+2.4% | Added |
| Cetera Advisor Networks LLC | 74,753 | $4.24M | 0.05% | +8,448+12.7% | Added |
| United Bank | 74,457 | $4.22M | 2.24% | +2,938+4.1% | Added |
| Arbor Investment Advisors, LLC | 74,324 | $4.21M | 0.80% | +498+0.7% | Added |
| Hedeker Wealth, LLC | 74,198 | $4.21M | 1.27% | +18,792+33.9% | Added |
| Welch Group, LLC | 73,745 | $4.18M | 0.24% | +5,875+8.7% | Added |
| People's United Financial, Inc. | 73,431 | $4.16M | 0.12% | −941−1.3% | Reduced |
| Shell Asset Management Co | 72,025 | $4.08M | 0.10% | +160+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 71,728 | $4.07M | 0.06% | −151−0.2% | Reduced |
| Hallmark Capital Management Inc | 70,834 | $4.02M | 0.34% | +4,480+6.8% | Added |
| Cornerstone Wealth Group, LLC | 70,512 | $4.00M | 0.73% | +7,458+11.8% | Added |
| Ascent Group, LLC | 70,454 | $4.00M | 0.46% | +66,346+1,615.0% | Added |
| Citizens Business Bank | 69,799 | $3.96M | 0.48% | +5,510+8.6% | Added |
| Salem Capital Management Inc | 69,742 | $3.95M | 2.22% | +67+0.1% | Added |
| Signature Wealth Management Group | 69,048 | $3.92M | 1.76% | +3,213+4.9% | Added |
| Ziegler Capital Management, LLC | 70,350 | $3.90M | 0.16% | −11,446−14.0% | Reduced |
| Prudential PLC | 68,286 | $3.87M | 0.06% | +35,315+107.1% | Added |
| Forum Financial Management, LP | 68,026 | $3.86M | 0.19% | −11,282−14.2% | Reduced |
| United Bank | 67,742 | $3.84M | 0.51% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 67,314 | $3.82M | 0.03% | −3,105−4.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 67,278 | $3.81M | 0.16% | +3,352+5.2% | Added |
| Anchor Investment Management, LLC | 67,255 | $3.81M | 0.48% | +1,552+2.4% | Added |
| Gator Capital Management, LLC | 67,099 | $3.81M | 2.78% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 66,979 | $3.80M | 0.33% | +3,797+6.0% | Added |
| Magnetar Financial LLC | 66,753 | $3.79M | 0.04% | +34,249+105.4% | Added |
| Huber Capital Management LLC | 66,490 | $3.77M | 0.93% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 66,494 | $3.77M | 0.60% | +428+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 66,435 | $3.77M | 0.21% | +5,239+8.6% | Added |
| Culbertson A N & Co Inc | 65,927 | $3.74M | 0.70% | −796−1.2% | Reduced |
| Marco Investment Management LLC | 65,385 | $3.71M | 0.38% | +1,906+3.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 64,379 | $3.65M | 0.51% | −369−0.6% | Reduced |
| Verdence Capital Advisors LLC | 64,257 | $3.64M | 0.41% | −3,921−5.8% | Reduced |
| Marotta Asset Management | 63,715 | $3.61M | 0.84% | +1,102+1.8% | Added |
| Jackson Wealth Management, LLC | 63,663 | $3.61M | 0.50% | +63,663 | New |
| Brooks, Moore & Associates, Inc. | 63,625 | $3.61M | 2.21% | +200+0.3% | Added |
| JT Stratford LLC | 62,948 | $3.57M | 1.04% | +8,388+15.4% | Added |
| Coastline Trust Co | 62,914 | $3.57M | 0.43% | −1,000−1.6% | Reduced |
| Souders Financial Advisors | 62,293 | $3.53M | 1.02% | +1,540+2.5% | Added |
| Stanley-Laman Group, Ltd. | 62,265 | $3.53M | 0.49% | +5,146+9.0% | Added |
| Aptus Capital Advisors, LLC | 62,066 | $3.52M | 0.11% | +1,114+1.8% | Added |
| Colony Group LLC | 61,744 | $3.50M | 0.05% | −1,308−2.1% | Reduced |
| Old Point Trust & Financial Services N A | 61,439 | $3.48M | 1.43% | −700−1.1% | Reduced |
| Bray Capital Advisors | 61,392 | $3.48M | 0.89% | +402+0.7% | Added |
| ExodusPoint Capital Management, LP | 61,304 | $3.48M | 0.05% | −27,225−30.8% | Reduced |
| Hamel Associates, Inc. | 61,194 | $3.47M | 1.23% | −81−0.1% | Reduced |
| Peloton Wealth Strategists | 60,925 | $3.45M | 1.44% | +475+0.8% | Added |
| Parcion Private Wealth LLC | 60,531 | $3.44M | 0.32% | −11,675−16.2% | Reduced |
| Zions Bancorporation, N.A. | 60,669 | $3.44M | 0.31% | +8,766+16.9% | Added |
| First American Bank | 60,166 | $3.41M | 0.29% | +6,054+11.2% | Added |
| Triangle Securities Wealth Management | 59,814 | $3.39M | 1.14% | +2,286+4.0% | Added |
| South State Corp. | 59,678 | $3.38M | 0.27% | +8,407+16.4% | Added |
| Sustainable Insight Capital Management, LLC | 59,600 | $3.38M | 2.40% | −328−0.5% | Reduced |
| Valley National Advisers Inc | 59,423 | $3.37M | 0.65% | −100.0% | Reduced |
| E. Ohman J:or Asset Management AB | 59,300 | $3.36M | 0.11% | −3,800−6.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 58,680 | $3.33M | 0.07% | −1,374−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 58,679 | $3.33M | 0.05% | +39,690+209.0% | Added |
| Capital Investment Counsel, Inc | 58,278 | $3.30M | 0.69% | +184+0.3% | Added |
| Alps Advisors Inc | 57,805 | $3.28M | 0.04% | −8,047−12.2% | Reduced |
| Laurel Wealth Advisors LLC | 57,523 | $3.26M | 0.70% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 57,324 | $3.25M | 2.98% | −865−1.5% | Reduced |
| North Star Investment Management Corp. | 57,160 | $3.24M | 0.25% | +1,327+2.4% | Added |
| Blair William & Co | 56,690 | $3.21M | 0.01% | +4,234+8.1% | Added |
| Trustmark National Bank Trust Department | 56,182 | $3.19M | 0.25% | −1,045−1.8% | Reduced |
| Iowa State Bank | 55,975 | $3.17M | 0.74% | +6,583+13.3% | Added |
| Pearl River Capital, LLC | 55,309 | $3.14M | 0.86% | +41,943+313.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 55,146 | $3.13M | 0.02% | +55,146 | New |
| Cornerstone Advisory, LLC | 54,914 | $3.11M | 0.47% | +6,641+13.8% | Added |
| Norinchukin Bank, The | 54,186 | $3.07M | 0.04% | +9,892+22.3% | Added |
| First Horizon Advisors, Inc. | 54,059 | $3.06M | 0.17% | −53,754−49.9% | Reduced |
| HB Wealth Management, LLC | 53,551 | $3.04M | 0.06% | +27,532+105.8% | Added |
| Equitable Trust Co | 53,313 | $3.02M | 0.19% | −1,154−2.1% | Reduced |
| Massmutual Trust Co FSB | 53,113 | $3.01M | 0.11% | +9,970+23.1% | Added |
| Brown Brothers Harriman & Co | 52,977 | $3.00M | 0.02% | −753−1.4% | Reduced |
| Whitener Capital Management, Inc. | 52,800 | $2.99M | 1.12% | +4,271+8.8% | Added |