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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 52,476 | $2.98M | 0.12% | −980−1.8% | Reduced |
| IFP Advisors, Inc | 53,794 | $2.94M | 0.04% | +38,691+256.2% | Added |
| Silvercrest Asset Management Group LLC | 51,811 | $2.94M | 0.02% | −142−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 51,808 | $2.94M | 0.16% | +7,582+17.1% | Added |
| Rather & Kittrell, Inc. | 51,568 | $2.92M | 2.85% | 00.0% | Unchanged |
| Welch & Forbes LLC | 50,721 | $2.88M | 0.05% | −1,933−3.7% | Reduced |
| New England Research & Management, Inc. | 50,324 | $2.85M | 1.48% | +7,226+16.8% | Added |
| Waddell & Associates, LLC | 50,283 | $2.85M | 0.46% | +50,283 | New |
| Community Bank, N.A. | 50,190 | $2.85M | 0.35% | +2,635+5.5% | Added |
| SG Americas Securities, LLC | 50,100 | $2.84M | 0.03% | +29,700+145.6% | Added |
| Cordasco Financial Network | 49,946 | $2.83M | 1.83% | +2,824+6.0% | Added |
| Northwest & Ethical Investments L.P. | 49,947 | $2.83M | 0.09% | −43,724−46.7% | Reduced |
| Atlantic Union Bankshares Corp | 49,778 | $2.82M | 0.25% | −301−0.6% | Reduced |
| Quadrature Capital Ltd | 49,759 | $2.82M | 0.11% | +30,539+158.9% | Added |
| Dixon Hubard Feinour & Brown Inc | 49,393 | $2.80M | 0.28% | −135−0.3% | Reduced |
| Cornercap Investment Counsel Inc | 49,200 | $2.79M | 0.31% | +987+2.0% | Added |
| JustInvest LLC | 49,114 | $2.79M | 0.13% | +11,609+31.0% | Added |
| Steward Partners Investment Advisory, LLC | 48,436 | $2.75M | 0.04% | +195+0.4% | Added |
| Shorepoint Capital Partners LLC | 48,438 | $2.75M | 1.15% | +6,777+16.3% | Added |
| Advisor Partners LLC | 48,309 | $2.74M | 0.17% | +2,510+5.5% | Added |
| Trust Co of Vermont | 48,274 | $2.74M | 0.19% | −4,279−8.1% | Reduced |
| Delta Capital Management LLC | 48,240 | $2.73M | 1.82% | +48,240 | New |
| ZWJ Investment Counsel Inc | 48,189 | $2.73M | 0.14% | −770−1.6% | Reduced |
| Trust Co of Toledo NA | 47,887 | $2.71M | 0.42% | +804+1.7% | Added |
| Swarthmore Group Inc | 47,761 | $2.71M | 0.69% | −485−1.0% | Reduced |
| Argyle Capital Management Inc. | 47,733 | $2.71M | 0.88% | −600−1.2% | Reduced |
| Headinvest, LLC | 47,527 | $2.69M | 0.52% | +1,554+3.4% | Added |
| Patten Group, Inc. | 47,394 | $2.69M | 0.75% | −1,972−4.0% | Reduced |
| AMG National Trust Bank | 47,091 | $2.67M | 0.09% | +180.0% | Added |
| D.A. Davidson & Co. | 46,833 | $2.65M | 0.03% | +184+0.4% | Added |
| McMillion Capital Management Inc | 46,704 | $2.65M | 1.64% | −3,971−7.8% | Reduced |
| Lee Danner & Bass Inc | 46,646 | $2.65M | 0.23% | −1,197−2.5% | Reduced |
| IVC Wealth Advisors LLC | 46,304 | $2.63M | 1.72% | −2,207−4.5% | Reduced |
| Resonant Capital Advisors, LLC | 47,239 | $2.61M | 0.39% | +1,340+2.9% | Added |
| United Capital Management of KS, Inc. | 45,663 | $2.59M | 1.00% | +1,658+3.8% | Added |
| Aaron Wealth Advisors | 146,569 | $2.58M | 0.05% | +146,569 | New |
| Holderness Investments Co | 45,354 | $2.57M | 0.86% | +1,751+4.0% | Added |
| Fulton Bank, N.A. | 44,971 | $2.55M | 0.12% | +282+0.6% | Added |
| Lewis Capital Management, LLC | 44,830 | $2.54M | 2.88% | +359+0.8% | Added |
| Veritable, L.P. | 44,723 | $2.54M | 0.04% | +2,340+5.5% | Added |
| Hengehold Capital Management LLC | 44,689 | $2.53M | 0.35% | +81+0.2% | Added |
| Tredje AP-fonden | 44,573 | $2.53M | 0.05% | 00.0% | Unchanged |
| National Bank of Canada | 47,224 | $2.52M | 0.01% | +38,424+436.6% | Added |
| Moloney Securities Asset Management, LLC | 44,114 | $2.50M | 0.49% | +526+1.2% | Added |
| Signaturefd, LLC | 44,049 | $2.50M | 0.08% | +729+1.7% | Added |
| Banco de Sabadell, S.A | 44,069 | $2.49M | 1.44% | +2,169+5.2% | Added |
| Arrowstreet Capital, Limited Partnership | 43,692 | $2.48M | 0.00% | +43,692 | New |
| Hendershot Investments Inc. | 43,452 | $2.46M | 0.38% | −650−1.5% | Reduced |
| CWA Asset Management Group, LLC | 43,091 | $2.44M | 0.19% | −27−0.1% | Reduced |
| Azimuth Capital Management LLC | 43,064 | $2.44M | 0.10% | −600−1.4% | Reduced |
| Achmea Investment Management B.V. | 42,979 | $2.44M | 0.06% | +42,979 | New |
| Arcus Capital Partners, LLC | 42,938 | $2.44M | 0.86% | −144−0.3% | Reduced |
| Capital Investment Advisors, LLC | 42,827 | $2.43M | 0.07% | +3,058+7.7% | Added |
| Axxcess Wealth Management, LLC | 42,612 | $2.42M | 0.19% | −498−1.2% | Reduced |
| Fiduciary Trust Co | 42,534 | $2.41M | 0.04% | −11,032−20.6% | Reduced |
| Tealwood Asset Management Inc | 42,547 | $2.41M | 1.02% | +313+0.7% | Added |
| Heritage Trust Co | 42,203 | $2.39M | 0.34% | +352+0.8% | Added |
| Monument Capital Management | 42,074 | $2.39M | 0.77% | +1,235+3.0% | Added |
| Alaska Permanent Fund Corp | 42,000 | $2.38M | 0.04% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 41,901 | $2.38M | 0.51% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 41,694 | $2.36M | 0.93% | +3,078+8.0% | Added |
| Reynolds Investment Management, Inc. | 41,594 | $2.36M | 0.70% | +41,594 | New |
| Sompo Asset Management Co., Ltd. | 41,270 | $2.34M | 0.51% | +4,420+12.0% | Added |
| First Hawaiian Bank | 41,223 | $2.34M | 0.07% | −97−0.2% | Reduced |
| Twin Capital Management Inc | 41,172 | $2.33M | 0.25% | −1,575−3.7% | Reduced |
| Salzhauer Michael | 50,837 | $2.33M | 1.03% | +5,000+10.9% | Added |
| Rossmore Private Capital | 40,878 | $2.32M | 0.36% | +108+0.3% | Added |
| Everence Capital Management Inc | 40,660 | $2.31M | 0.18% | +460+1.1% | Added |
| Venture Visionary Partners LLC | 40,348 | $2.29M | 0.15% | +4,141+11.4% | Added |
| Twin Tree Management, LP | 40,201 | $2.28M | 0.04% | +40,201 | New |
| Physicians Financial Services, Inc. | 40,170 | $2.28M | 0.87% | −101−0.3% | Reduced |
| Kempner Capital Management Inc. | 40,125 | $2.27M | 1.25% | 00.0% | Unchanged |
| Strategic Advisors LLC | 40,104 | $2.27M | 0.39% | −5,772−12.6% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 40,024 | $2.27M | 0.65% | +14,087+54.3% | Added |
| Viking Fund Management LLC | 40,000 | $2.27M | 0.52% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 39,428 | $2.24M | 0.63% | +1,250+3.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 39,402 | $2.23M | 0.20% | +3,817+10.7% | Added |
| Outfitter Financial LLC | 39,270 | $2.23M | 1.70% | +40.0% | Added |
| Parsons Capital Management Inc | 39,264 | $2.23M | 0.17% | +40.0% | Added |
| Icon Advisers Inc | 39,100 | $2.22M | 0.38% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 39,059 | $2.21M | 0.10% | +16,083+70.0% | Added |
| Bowen Hanes & Co Inc | 38,915 | $2.21M | 0.07% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 38,739 | $2.20M | 0.05% | +1,225+3.3% | Added |
| Regentatlantic Capital LLC | 38,679 | $2.19M | 0.06% | +4,867+14.4% | Added |
| O'Shaughnessy Asset Management, LLC | 38,454 | $2.18M | 0.04% | +8,745+29.4% | Added |
| Glenmede Trust Co NA | 37,933 | $2.15M | 0.01% | −2,910−7.1% | Reduced |
| Farmers National Bank | 37,763 | $2.14M | 0.74% | −939−2.4% | Reduced |
| Independence Bank of Kentucky | 37,761 | $2.14M | 0.85% | −1,700−4.3% | Reduced |
| HM Payson & Co | 37,767 | $2.14M | 0.05% | −321−0.8% | Reduced |
| Cadence Bank NA | 37,765 | $2.14M | 0.60% | +954+2.6% | Added |
| GHP Investment Advisors, Inc. | 37,713 | $2.14M | 0.14% | +882+2.4% | Added |
| Simplex Trading, LLC | 37,588 | $2.13M | 0.07% | +37,588 | New |
| Boenning & Scattergood, Inc. | 37,449 | $2.12M | 0.34% | +4,051+12.1% | Added |
| Neville Rodie & Shaw Inc | 38,048 | $2.10M | 0.16% | 00.0% | Unchanged |
| Spire Wealth Management | 37,129 | $2.10M | 0.06% | +490+1.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 36,870 | $2.09M | 0.11% | −1,829−4.7% | Reduced |
| X-Square Capital, LLC | 36,883 | $2.09M | 1.09% | +692+1.9% | Added |
| Cetera Investment Advisers | 36,435 | $2.07M | 0.03% | +3,975+12.2% | Added |
| J.W. Cole Advisors, Inc. | 36,327 | $2.06M | 0.14% | +232+0.6% | Added |
| Transform Wealth, LLC | 36,265 | $2.06M | 0.23% | +2,803+8.4% | Added |