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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 17,000 | $964.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 16,937 | $960.0K | 0.16% | −2,806−14.2% | Reduced |
| Trustcore Financial Services, LLC | 16,927 | $960.0K | 0.08% | −30.0% | Reduced |
| SeaBridge Investment Advisors LLC | 16,896 | $958.0K | 0.29% | +377+2.3% | Added |
| Marino, Stram & Associates LLC | 16,788 | $952.0K | 0.30% | +872+5.5% | Added |
| BHK Investment Advisors, LLC | 16,587 | $940.0K | 0.39% | +94+0.6% | Added |
| Israel Discount Bank of New York | 16,585 | $940.0K | 0.62% | +529+3.3% | Added |
| Orion Portfolio Solutions, LLC | 16,505 | $936.0K | 0.03% | −1,877−10.2% | Reduced |
| Assenagon Asset Management S.A. | 16,343 | $927.0K | 0.00% | −49−0.3% | Reduced |
| Greenleaf Trust | 16,100 | $913.0K | 0.01% | +538+3.5% | Added |
| EverSource Wealth Advisors, LLC | 15,780 | $895.0K | 0.23% | +3,308+26.5% | Added |
| Private Trust Co NA | 15,716 | $891.0K | 0.14% | +1,147+7.9% | Added |
| Ramiah Investment Group | 15,688 | $889.5K | 0.62% | +1,247+8.6% | Added |
| Parallel Advisors, LLC | 15,047 | $884.0K | 0.04% | −876−5.5% | Reduced |
| Linker Capital Management Inc. | 15,529 | $880.0K | 0.88% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 15,469 | $877.0K | 0.07% | +1,773+12.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,253 | $865.0K | 0.46% | −421−2.7% | Reduced |
| Resources Management Corp | 15,200 | $862.0K | 0.12% | 00.0% | Unchanged |
| Galibier Capital Management Ltd. | 15,147 | $859.0K | 0.12% | 00.0% | Unchanged |
| WBI Investments | 15,147 | $858.0K | 0.14% | +15,147 | New |
| Gladstone Institutional Advisory LLC | 14,982 | $849.0K | 0.06% | −4,411−22.7% | Reduced |
| Fort Sheridan Advisors LLC | 14,972 | $849.0K | 0.25% | −92−0.6% | Reduced |
| XTX Topco Ltd | 14,954 | $848.0K | 0.37% | +9,692+184.2% | Added |
| Caldwell Trust Co | 14,943 | $847.3K | 0.10% | +218+1.5% | Added |
| Clarius Group, LLC | 14,134 | $828.0K | 0.07% | 00.0% | Unchanged |
| Norway Savings Bank | 14,483 | $821.0K | 0.37% | +880+6.5% | Added |
| Eads & Heald Wealth Management | 14,383 | $816.0K | 0.38% | +2,581+21.9% | Added |
| Wolverine Trading, LLC | 13,865 | $814.0K | 0.02% | −10,487−43.1% | Reduced |
| Community Trust & Investment Co | 14,175 | $804.0K | 0.07% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 14,101 | $799.0K | 0.09% | −201−1.4% | Reduced |
| MAI Capital Management | 14,070 | $798.0K | 0.01% | −32,385−69.7% | Reduced |
| IHT Wealth Management, LLC | 14,072 | $798.0K | 0.06% | +994+7.6% | Added |
| Eastover Investment Advisors LLC | 14,066 | $798.0K | 0.42% | +1,050+8.1% | Added |
| Mayfair Advisory Group, LLC | 14,257 | $789.0K | 1.01% | +398+2.9% | Added |
| S&CO Inc | 13,894 | $787.0K | 0.06% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 13,857 | $786.0K | 0.05% | +262+1.9% | Added |
| Monte Financial Group, LLC | 13,844 | $785.0K | 0.42% | +200+1.5% | Added |
| Wealth Alliance Advisory Group, LLC | 13,828 | $784.0K | 0.34% | +55+0.4% | Added |
| Northwest Bancshares, Inc. | 13,810 | $783.0K | 0.15% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 13,786 | $782.0K | 0.05% | +2,292+19.9% | Added |
| Colonial River Wealth Management, LLC | 13,769 | $781.0K | 0.45% | +2,795+25.5% | Added |
| Fiduciary Group LLC | 16,615 | $778.0K | 0.10% | −40−0.2% | Reduced |
| Ballentine Partners, LLC | 13,738 | $778.0K | 0.02% | +2,759+25.1% | Added |
| Hazlett, Burt & Watson, Inc. | 13,722 | $778.0K | 0.62% | +13,722 | New |
| Biltmore Family Office, LLC | 13,687 | $776.0K | 0.17% | +2,380+21.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,592 | $771.0K | 0.05% | +2,500+22.5% | Added |
| Coldstream Capital Management Inc | 13,476 | $764.0K | 0.03% | −1,780−11.7% | Reduced |
| Altium Wealth Management LLC | 13,406 | $760.0K | 0.05% | −1,872−12.3% | Reduced |
| Ogorek Anthony Joseph | 13,411 | $760.0K | 0.31% | +11,646+659.8% | Added |
| Fractal Investments LLC | 13,374 | $758.0K | 0.22% | −29−0.2% | Reduced |
| Trust Asset Management LLC | 13,367 | $758.0K | 0.09% | +341+2.6% | Added |
| Citizens Financial Group Inc | 13,355 | $757.0K | 0.03% | −1,052−7.3% | Reduced |
| Penserra Capital Management LLC | 13,363 | $756.0K | 0.02% | −1,601−10.7% | Reduced |
| Rehmann Capital Advisory Group | 13,249 | $751.3K | 0.07% | −445−3.2% | Reduced |
| Savant Capital, LLC | 13,248 | $751.0K | 0.02% | +345+2.7% | Added |
| Lindenwold Advisors | 13,235 | $750.0K | 0.46% | −680−4.9% | Reduced |
| Maven Securities LTD | 13,182 | $747.0K | 0.15% | +4,616+53.9% | Added |
| Bremer Bank National Association | 13,162 | $746.0K | 0.12% | −35,226−72.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $744.0K | 0.24% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 13,065 | $740.8K | 0.39% | +93+0.7% | Added |
| Equitable Holdings, Inc. | 13,058 | $740.0K | 0.01% | −484−3.6% | Reduced |
| CWM, LLC | 13,005 | $737.0K | 0.01% | +2,867+28.3% | Added |
| Allen Investment Management LLC | 12,950 | $734.0K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $734.0K | 0.02% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 12,952 | $734.0K | 0.47% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 12,884 | $731.0K | 0.78% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 12,780 | $725.0K | 0.30% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 12,748 | $723.0K | 0.07% | +167+1.3% | Added |
| Marks Group Wealth Management, Inc | 12,752 | $723.0K | 0.09% | +2,573+25.3% | Added |
| Hancock Whitney Corp | 12,683 | $720.0K | 0.02% | −710−5.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,695 | $720.0K | 0.10% | −575−4.3% | Reduced |
| Dowling & Yahnke LLC | 12,659 | $718.0K | 0.03% | −587−4.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,659 | $718.0K | 0.03% | −97−0.8% | Reduced |
| Koshinski Asset Management, Inc. | 12,650 | $717.3K | 0.06% | +3,233+34.3% | Added |
| Loudon Investment Management, LLC | 12,626 | $716.0K | 0.47% | −605−4.6% | Reduced |
| Proequities, Inc. | 12,605 | $715.0K | 0.05% | −456−3.5% | Reduced |
| Virtue Capital Management, LLC | 12,601 | $714.0K | 0.11% | +2,698+27.2% | Added |
| Abundance Wealth Counselors | 12,592 | $714.0K | 0.19% | +5,970+90.2% | Added |
| First Manhattan Co | 12,454 | $706.0K | 0.00% | −18−0.1% | Reduced |
| Successful Portfolios LLC | 12,380 | $702.0K | 0.40% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 12,362 | $701.0K | 0.04% | −5,287−30.0% | Reduced |
| Gratus Capital LLC | 12,254 | $695.0K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12,143 | $689.0K | 0.01% | −299−2.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12,143 | $688.5K | 0.01% | −299−2.4% | Reduced |
| New England Asset Management Inc | 12,100 | $686.0K | 0.01% | −1,590−11.6% | Reduced |
| Resource Consulting Group Inc | 12,089 | $685.0K | 0.24% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 12,024 | $682.0K | 0.27% | 00.0% | Unchanged |
| Rede Wealth, LLC | 11,949 | $678.0K | 0.32% | +30.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 13,783 | $676.0K | 0.47% | −230−1.6% | Reduced |
| WBH Advisory Inc | 13,400 | $673.0K | 0.08% | +372+2.9% | Added |
| Pathway Financial Advisors LLC | 11,864 | $673.0K | 0.25% | 00.0% | Unchanged |
| Farmers Trust Co | 11,849 | $672.0K | 0.14% | −2,058−14.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 11,852 | $672.0K | 0.05% | +40.0% | Added |
| Integrated Wealth Concepts LLC | 11,831 | $671.0K | 0.02% | +86+0.7% | Added |
| Cypress Capital Group | 11,827 | $671.0K | 0.08% | +517+4.6% | Added |
| Outlook Wealth Advisors, LLC | 11,803 | $670.0K | 0.22% | −80−0.7% | Reduced |
| Sigma Planning Corp | 11,807 | $670.0K | 0.02% | +1,629+16.0% | Added |
| Echo Street Capital Management LLC | 11,810 | $670.0K | 0.00% | +4,810+68.7% | Added |
| Forbes Financial Planning, Inc. | 11,800 | $669.0K | 0.83% | 00.0% | Unchanged |
| Conning Inc. | 11,781 | $668.0K | 0.02% | −80−0.7% | Reduced |