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 |
|---|---|---|---|---|---|
| NVWM, LLC | 23,455 | $1.33M | 0.42% | +427+1.9% | Added |
| Argent Advisors, Inc. | 23,446 | $1.33M | 0.71% | +1,992+9.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 23,387 | $1.33M | 0.12% | +170+0.7% | Added |
| Inverness Counsel LLC | 23,377 | $1.32M | 0.06% | −280,244−92.3% | Reduced |
| Meridian Wealth Management, LLC | 23,272 | $1.32M | 0.14% | −19−0.1% | Reduced |
| Ballast, Inc. | 22,858 | $1.30M | 0.50% | +1,486+7.0% | Added |
| Dynamic Advisor Solutions LLC | 22,806 | $1.29M | 0.09% | +203+0.9% | Added |
| Partners in Financial Planning | 25,399 | $1.29M | 0.41% | −3,361−11.7% | Reduced |
| Oak Thistle LLC | 22,784 | $1.29M | 0.68% | +14,579+177.7% | Added |
| HRT Financial LP | 22,775 | $1.29M | 0.01% | +22,775 | New |
| IndexIQ Advisors LLC | 22,431 | $1.27M | 0.05% | +232+1.0% | Added |
| Jaffetilchin Investment Partners, LLC | 27,279 | $1.27M | 0.15% | −12,899−32.1% | Reduced |
| Seeyond | 22,339 | $1.27M | 0.13% | +2,191+10.9% | Added |
| Clearstead Advisors, LLC | 22,220 | $1.26M | 0.09% | +2,123+10.6% | Added |
| Widmann Financial Services, Inc. | 22,172 | $1.26M | 1.11% | +472+2.2% | Added |
| Laurel Wealth Advisors, Inc. | 22,128 | $1.25M | 0.10% | +75+0.3% | Added |
| Aprio Wealth Management, LLC | 22,043 | $1.25M | 0.48% | −88−0.4% | Reduced |
| Searle & Co. | 22,050 | $1.25M | 0.46% | +50+0.2% | Added |
| Mission Creek Capital Partners, Inc. | 22,010 | $1.25M | 0.33% | −1,048−4.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 21,994 | $1.25M | 0.03% | +4,778+27.8% | Added |
| Atria Wealth Solutions, Inc. | 21,923 | $1.24M | 0.02% | +21,923 | New |
| Mutual Advisors, LLC | 21,881 | $1.24M | 0.07% | +437+2.0% | Added |
| Gotham Asset Management, LLC | 21,792 | $1.24M | 0.04% | +3,253+17.5% | Added |
| Assetmark, Inc | 21,743 | $1.23M | 0.01% | +9,952+84.4% | Added |
| Cetera Advisors LLC | 21,724 | $1.23M | 0.02% | +138+0.6% | Added |
| LSV Asset Management | 21,700 | $1.23M | 0.00% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,695 | $1.23M | 0.57% | +70+0.3% | Added |
| Meeder Asset Management Inc | 21,612 | $1.23M | 0.06% | −8,256−27.6% | Reduced |
| Atticus Wealth Management, LLC | 21,509 | $1.22M | 0.45% | −372−1.7% | Reduced |
| IBM Retirement Fund | 21,394 | $1.21M | 0.17% | −922−4.1% | Reduced |
| Stratos Wealth Advisors, LLC | 21,269 | $1.21M | 0.10% | −204−1.0% | Reduced |
| WealthPLAN Partners, LLC | 24,920 | $1.20M | 0.08% | −3,138−11.2% | Reduced |
| WealthPlan Investment Management, LLC | 24,920 | $1.20M | 0.08% | +24,920 | New |
| Metis Global Partners, LLC | 21,089 | $1.20M | 0.14% | +9,454+81.3% | Added |
| MAS Advisors LLC | 20,266 | $1.19M | 0.92% | 00.0% | Unchanged |
| Csenge Advisory Group | 20,947 | $1.19M | 0.09% | −10,507−33.4% | Reduced |
| Simmons Bank | 20,959 | $1.19M | 0.09% | 00.0% | Unchanged |
| Summit Financial Group Inc | 20,914 | $1.19M | 0.40% | +2,500+13.6% | Added |
| Compton Capital Management Inc | 20,762 | $1.18M | 0.33% | −526−2.5% | Reduced |
| Mirova | 20,596 | $1.17M | 0.16% | −132−0.6% | Reduced |
| Arkadios Wealth Advisors | 20,571 | $1.17M | 0.15% | +12,241+147.0% | Added |
| West Paces Advisors Inc. | 20,417 | $1.16M | 0.36% | −100.0% | Reduced |
| Banyan Capital Management, Inc. | 20,403 | $1.16M | 0.67% | −6,887−25.2% | Reduced |
| Greenspring Advisors, LLC | 20,358 | $1.15M | 0.31% | 00.0% | Unchanged |
| Pitcairn Co | 20,138 | $1.14M | 0.10% | −892−4.2% | Reduced |
| OmniStar Financial Group, Inc. | 20,078 | $1.14M | 1.13% | −4,399−18.0% | Reduced |
| Jacobi Capital Management LLC | 20,081 | $1.14M | 0.14% | +1,548+8.4% | Added |
| Sheets Smith Wealth Management | 20,011 | $1.14M | 0.16% | +262+1.3% | Added |
| Legacy Financial Advisors, Inc. | 20,001 | $1.13M | 0.26% | +446+2.3% | Added |
| Bard Financial Services, Inc. | 19,980 | $1.13M | 0.09% | −1,525−7.1% | Reduced |
| Taylor Hoffman Wealth Management | 19,986 | $1.13M | 0.45% | +50.0% | Added |
| Woodmont Investment Counsel LLC | 19,946 | $1.13M | 0.13% | −1,304−6.1% | Reduced |
| EP Wealth Advisors, LLC | 19,835 | $1.13M | 0.02% | +9,255+87.5% | Added |
| TD Ameritrade Investment Management, LLC | 19,800 | $1.12M | 0.01% | +1,513+8.3% | Added |
| Selective Wealth Management, Inc. | 19,724 | $1.12M | 0.41% | −893−4.3% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 20,743 | $1.12M | 0.19% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 19,699 | $1.12M | 0.20% | +1,195+6.5% | Added |
| Nomura Holdings Inc | 20,107 | $1.11M | 0.01% | −3,694−15.5% | Reduced |
| First Bank & Trust | 19,579 | $1.11M | 0.34% | +1,231+6.7% | Added |
| Copeland Capital Management, LLC | 19,535 | $1.11M | 0.03% | −2,446−11.1% | Reduced |
| Sawtooth Solutions, LLC | 19,335 | $1.10M | 0.13% | −5,349−21.7% | Reduced |
| Boston Trust Walden Corp | 19,279 | $1.09M | 0.01% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 19,262 | $1.09M | 0.09% | −109−0.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 19,234 | $1.09M | 0.42% | +19,234 | New |
| Bank Ozk | 19,233 | $1.09M | 0.47% | −200−1.0% | Reduced |
| Salomon & Ludwin, LLC | 19,208 | $1.09M | 0.16% | +948+5.2% | Added |
| First Eagle Investment Management, LLC | 19,170 | $1.09M | 0.00% | −3,648,930−99.5% | Reduced |
| Nicolet Bankshares Inc | 19,057 | $1.08M | 0.23% | +1,641+9.4% | Added |
| Wedbush Securities Inc | 19,047 | $1.08M | 0.05% | +1,693+9.8% | Added |
| City Holding Co | 18,960 | $1.07M | 0.17% | −325−1.7% | Reduced |
| Paradigm Asset Management Co LLC | 18,733 | $1.06M | 0.28% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 18,689 | $1.06M | 0.03% | +9,932+113.4% | Added |
| CSS LLC | 18,618 | $1.06M | 0.04% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 17,894 | $1.05M | 0.12% | +3,927+28.1% | Added |
| Adams Chetwood Wealth Management LLC | 18,492 | $1.05M | 0.59% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 18,450 | $1.05M | 0.19% | −297−1.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,388 | $1.04M | 0.24% | +18,388 | New |
| Novare Capital Management LLC | 18,352 | $1.04M | 0.11% | +41+0.2% | Added |
| Berkeley Capital Partners, LLC | 18,232 | $1.03M | 0.41% | +9,602+111.3% | Added |
| Raleigh Capital Management Inc. | 18,042 | $1.02M | 0.55% | +3,022+20.1% | Added |
| Texas Yale Capital Corp. | 17,995 | $1.02M | 0.06% | +520+3.0% | Added |
| Lakeview Capital Partners, LLC | 17,995 | $1.02M | 0.52% | +650+3.7% | Added |
| Resources Investment Advisors, LLC. | 17,879 | $1.01M | 0.04% | +867+5.1% | Added |
| Capital International Inc | 17,818 | $1.01M | 0.01% | −14,676−45.2% | Reduced |
| Brookstone Capital Management | 18,771 | $1.01M | 0.02% | −201−1.1% | Reduced |
| Leisure Capital Management | 17,627 | $999.0K | 0.51% | +252+1.5% | Added |
| Brighton Jones LLC | 17,598 | $998.0K | 0.05% | +316+1.8% | Added |
| Douglass Winthrop Advisors, LLC | 17,525 | $994.0K | 0.02% | −200−1.1% | Reduced |
| Lido Advisors, LLC | 17,520 | $993.0K | 0.02% | −143−0.8% | Reduced |
| Verition Fund Management LLC | 17,392 | $986.0K | 0.02% | −9,962−36.4% | Reduced |
| Apollon Wealth Management, LLC | 17,369 | $985.0K | 0.07% | −1,538−8.1% | Reduced |
| Canal Capital Management, LLC | 17,330 | $983.0K | 0.27% | +1,560+9.9% | Added |
| Modera Wealth Management, LLC | 17,289 | $980.0K | 0.04% | −5,897−25.4% | Reduced |
| FLC Capital Advisors | 17,277 | $980.0K | 0.27% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 17,258 | $979.0K | 0.09% | +1,933+12.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,176 | $974.0K | 0.15% | +214+1.3% | Added |
| Meadow Creek Wealth Advisors LLC | 17,151 | $972.0K | 1.06% | −450−2.6% | Reduced |
| ETF Managers Group, LLC | 16,546 | $972.0K | 0.02% | +4,699+39.7% | Added |
| Marcum Wealth, LLC | 17,039 | $966.0K | 0.13% | −1,384−7.5% | Reduced |
| Ameritas Investment Partners, Inc. | 17,029 | $966.0K | 0.03% | −1,095−6.0% | Reduced |