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; 1,706 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, Q2 2022
Institutional positions in Truist Financial Corp as of Jun 30, 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
- 1,449
- −33 vs. Q1 2022
- Shares held
- 980.0M
- +6.05M (+0.6%) vs. Q1 2022
- Total value
- $46.4B
- −$8.72B (−15.8%) vs. Q1 2022
- New holders
- 92
- 637 more added
- Sold out
- 125
- 500 more reduced
26 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 1,706 | $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, Q2 2022
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 8 | $0 | 0.00% | −1,205−99.3% | Reduced |
| Carolina Wealth Advisors, LLC | 6 | $0 | 0.00% | −453−98.7% | Reduced |
| Marquette Asset Management, LLC | 10 | $0 | 0.00% | −2−16.7% | Reduced |
| Baldwin Brothers Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $0 | 0.00% | +9 | New |
| Castleview Partners, LLC | 1 | $84 | 0.00% | −131−99.2% | Reduced |
| Global Financial Private Client, LLC | 16 | $771 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Better Money Decisions, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Rockbridge Investment Management, LCC | 34 | $1.61K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 40 | $1.90K | 0.00% | +40 | New |
| Disciplined Investments, LLC | 39 | $2.00K | 0.00% | −20−33.9% | Reduced |
| Focused Wealth Management, Inc | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 52 | $2.00K | 0.00% | +28+116.7% | Added |
| Chilton Capital Management LLC | 48 | $2.00K | 0.00% | +48 | New |
| Northern Oak Wealth Management Inc | 32 | $2.00K | 0.00% | +32 | New |
| Laurel Wealth Planning LLC | 50 | $2.00K | 0.00% | +50 | New |
| Eagle Bay Advisors LLC | 45 | $2.13K | 0.00% | +45 | New |
| Old North State Trust, LLC | 47 | $2.24K | 2.05% | −1−2.1% | Reduced |
| Cedar Wealth Management, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 68 | $3.00K | 0.00% | +68 | New |
| Newbridge Financial Services Group, Inc. | 95 | $4.00K | 0.00% | +1+1.1% | Added |
| PrairieView Partners, LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 93 | $4.00K | 0.00% | +93 | New |
| Estabrook Capital Management | 97 | $4.60K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 110 | $5.00K | 0.00% | −189−63.2% | Reduced |
| O'Dell Group, LLC | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 124 | $5.00K | 0.00% | +124 | New |
| Coston, McIsaac & Partners | 114 | $5.00K | 0.00% | +114 | New |
| Kistler-Tiffany Companies, LLC | 133 | $6.00K | 0.00% | −880−86.9% | Reduced |
| Ahrens Investment Partners LLC | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 119 | $6.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 157 | $7.00K | 0.00% | −2,379−93.8% | Reduced |
| Addison Advisors LLC | 158 | $7.00K | 0.00% | +119+305.1% | Added |
| Prentice Wealth Management LLC | 140 | $7.00K | 0.01% | +140 | New |
| Tilia Fiduciary Partners, Inc. | 174 | $8.00K | 0.01% | −64−26.9% | Reduced |
| Sierra Capital LLC | 160 | $8.00K | 0.00% | −26−14.0% | Reduced |
| Lee Financial Co | 170 | $8.00K | 0.00% | −7−4.0% | Reduced |
| Advanced Research Investment Solutions, LLC | 170 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 162 | $8.00K | 0.00% | −4−2.4% | Reduced |
| Cedar Mountain Advisors, LLC | 163 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $8.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 165 | $8.00K | 0.01% | +65+65.0% | Added |
| GW&K Investment Management, LLC | 175 | $8.00K | 0.00% | +82+88.2% | Added |
| Tortoise Investment Management, LLC | 159 | $8.00K | 0.00% | +159 | New |
| Total Clarity Wealth Management, Inc. | 167 | $8.00K | 0.00% | +167 | New |
| PSI Advisors, LLC | 188 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 180 | $9.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 200 | $9.00K | 0.09% | +200 | New |
| Accel Wealth Management | 221 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 212 | $10.0K | 0.01% | +212 | New |
| Acima Private Wealth, LLC | 213 | $10.1K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 248 | $11.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 225 | $11.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 249 | $12.0K | 0.00% | −1,537−86.1% | Reduced |
| Mascoma Wealth Management LLC | 259 | $12.0K | 0.00% | −105−28.8% | Reduced |
| Global Trust Asset Management, LLC | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 280 | $13.0K | 0.01% | −38−11.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 265 | $13.0K | 0.01% | +44+19.9% | Added |
| Cascade Investment Advisors, Inc. | 277 | $13.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 285 | $14.0K | 0.00% | −180−38.7% | Reduced |
| Mach-1 Financial Group, Inc. | 296 | $14.0K | 0.01% | +296 | New |
| Solstein Capital, LLC | 311 | $15.0K | 0.01% | −550−63.9% | Reduced |
| TCTC Holdings, LLC | 318 | $15.0K | 0.00% | −69−17.8% | Reduced |
| Baldrige Asset Management LLC | 320 | $15.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 320 | $15.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 324 | $15.0K | 0.00% | +324 | New |
| Atlas Capital Advisors LLC | 318 | $15.1K | 0.00% | −1,442−81.9% | Reduced |
| WR Wealth Planners, LLC | 319 | $15.1K | 0.01% | +3+0.9% | Added |
| Webster Bank, N. A. | 339 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 335 | $16.0K | 0.00% | +4+1.2% | Added |
| GPS Wealth Strategies Group, LLC | 339 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 338 | $16.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 336 | $16.0K | 0.01% | +72+27.3% | Added |
| Morton Brown Family Wealth, LLC | 343 | $16.0K | 0.01% | +88+34.5% | Added |
| Piscataqua Savings Bank | 360 | $17.0K | 0.01% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 357 | $17.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $18.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 425 | $20.0K | 0.01% | −23,030−98.2% | Reduced |
| Country Trust Bank | 422 | $20.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 437 | $20.0K | 0.01% | +437 | New |
| Capital Advisors, Ltd. LLC | 436 | $21.0K | 0.00% | +42+10.7% | Added |
| Fairfield, Bush & Co. | 437 | $21.0K | 0.01% | +437 | New |
| Cyrus J. Lawrence, LLC | 472 | $22.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 480 | $23.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 505 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 538 | $26.0K | 0.00% | −1,363−71.7% | Reduced |
| Peoples Financial Services Corp. | 544 | $26.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 553 | $26.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 550 | $26.0K | 0.02% | 00.0% | Unchanged |