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, 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 | 1,707 | $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, 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 |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 63,488 | $3.01M | 0.56% | −3,006−4.5% | Reduced |
| Goelzer Investment Management, Inc. | 63,918 | $3.03M | 0.29% | −3,061−4.6% | Reduced |
| Stanley-Laman Group, Ltd. | 64,327 | $3.05M | 0.54% | +2,062+3.3% | Added |
| Marotta Asset Management | 63,470 | $3.06M | 0.75% | −245−0.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 64,895 | $3.08M | 0.01% | +64,895 | New |
| Souders Financial Advisors | 65,458 | $3.10M | 0.89% | +3,165+5.1% | Added |
| Marco Investment Management LLC | 65,607 | $3.11M | 0.36% | +222+0.3% | Added |
| Anchor Investment Management, LLC | 66,053 | $3.13M | 0.45% | −1,202−1.8% | Reduced |
| Salem Capital Management Inc | 66,058 | $3.13M | 2.28% | −3,684−5.3% | Reduced |
| Verition Fund Management LLC | 66,135 | $3.14M | 0.07% | +48,743+280.3% | Added |
| Huber Capital Management LLC | 66,490 | $3.15M | 0.88% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 67,099 | $3.18M | 2.67% | 00.0% | Unchanged |
| Forum Financial Management, LP | 67,503 | $3.20M | 0.16% | −523−0.8% | Reduced |
| United Bank | 67,742 | $3.21M | 0.48% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 67,854 | $3.22M | 0.42% | +3,597+5.6% | Added |
| Beacon Investment Advisory Services, Inc. | 68,122 | $3.23M | 0.17% | +844+1.3% | Added |
| Whitener Capital Management, Inc. | 68,955 | $3.27M | 1.47% | +16,155+30.6% | Added |
| Private Advisor Group, LLC | 69,301 | $3.29M | 0.03% | +1,987+3.0% | Added |
| Prudential PLC | 69,494 | $3.30M | 0.06% | +1,208+1.8% | Added |
| Citizens Business Bank | 69,636 | $3.30M | 0.47% | −163−0.2% | Reduced |
| Ziegler Capital Management, LLC | 70,381 | $3.34M | 0.14% | +310.0% | Added |
| Signature Wealth Management Group | 70,906 | $3.36M | 1.63% | +1,858+2.7% | Added |
| Kempner Capital Management Inc. | 71,121 | $3.37M | 2.05% | +30,996+77.2% | Added |
| German American Bancorp, Inc. | 71,155 | $3.38M | 0.57% | −61,805−46.5% | Reduced |
| Arbor Investment Advisors, LLC | 72,798 | $3.45M | 0.74% | −1,526−2.1% | Reduced |
| Viking Fund Management LLC | 73,000 | $3.46M | 0.80% | +33,000+82.5% | Added |
| Shelton Capital Management | 73,416 | $3.48M | 0.16% | −4,199−5.4% | Reduced |
| New Mexico Educational Retirement Board | 73,988 | $3.51M | 0.17% | −3,600−4.6% | Reduced |
| First National Trust Co | 74,432 | $3.53M | 0.20% | −7,632−9.3% | Reduced |
| HB Wealth Management, LLC | 74,507 | $3.53M | 0.07% | +20,956+39.1% | Added |
| United Bank | 74,833 | $3.55M | 2.20% | +376+0.5% | Added |
| Shell Asset Management Co | 75,232 | $3.57M | 0.11% | +3,207+4.5% | Added |
| Sit Investment Associates Inc | 75,345 | $3.57M | 0.11% | −198,630−72.5% | Reduced |
| Hallmark Capital Management Inc | 76,076 | $3.61M | 0.34% | +5,242+7.4% | Added |
| Norinchukin Bank, The | 76,275 | $3.62M | 0.07% | +22,089+40.8% | Added |
| Crossmark Global Holdings, Inc. | 76,975 | $3.65M | 0.09% | +39+0.1% | Added |
| Pendal Group Limited | 77,173 | $3.66M | 0.04% | −906−1.2% | Reduced |
| Kavar Capital Partners Group, LLC | 78,086 | $3.70M | 0.86% | +2,915+3.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 78,138 | $3.71M | 1.14% | +190+0.2% | Added |
| Reliant Investment Management, LLC | 79,214 | $3.76M | 2.64% | +1,245+1.6% | Added |
| Eudaimonia Partners, LLC | 79,853 | $3.79M | 0.69% | +734+0.9% | Added |
| Metropolitan Life Insurance Co | 80,193 | $3.80M | 0.17% | −2,184−2.7% | Reduced |
| Parsec Financial Management, Inc. | 80,716 | $3.83M | 0.19% | −6,934−7.9% | Reduced |
| Cetera Advisor Networks LLC | 81,260 | $3.85M | 0.05% | +6,507+8.7% | Added |
| Foyston, Gordon, & Payne Inc | 81,869 | $3.88M | 1.12% | −2,696−3.2% | Reduced |
| Bridge Creek Capital Management LLC | 81,985 | $3.89M | 1.58% | −3,542−4.1% | Reduced |
| Concord Wealth Partners | 82,482 | $3.91M | 1.07% | −642−0.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 82,568 | $3.92M | 0.93% | +972+1.2% | Added |
| Eastern Bank | 82,694 | $3.92M | 0.21% | −6,740−7.5% | Reduced |
| Old Point Trust & Financial Services N A | 83,889 | $3.98M | 1.84% | +22,450+36.5% | Added |
| Leavell Investment Management, Inc. | 84,109 | $3.99M | 0.31% | −2,812−3.2% | Reduced |
| Andra AP-fonden | 84,100 | $3.99M | 0.11% | +84,100 | New |
| YHB Investment Advisors, Inc. | 84,277 | $4.00M | 0.42% | −1,164−1.4% | Reduced |
| Richard Bernstein Advisors LLC | 84,504 | $4.01M | 0.09% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 84,571 | $4.01M | 0.03% | +2,773+3.4% | Added |
| Tudor Investment Corp Et Al | 84,856 | $4.03M | 0.12% | +78,813+1,304.2% | Added |
| Griffin Asset Management, Inc. | 85,067 | $4.04M | 0.64% | −400.0% | Reduced |
| Ethic Inc. | 85,587 | $4.06M | 0.28% | −2,524−2.9% | Reduced |
| Louisiana State Employees Retirement System | 84,300 | $4.07M | 0.11% | +100+0.1% | Added |
| Sandhill Capital Partners LLC | 86,889 | $4.12M | 0.44% | +54,786+170.7% | Added |
| Level Four Advisory Services, LLC | 87,014 | $4.13M | 0.39% | +4,592+5.6% | Added |
| Westover Capital Advisors, LLC | 89,284 | $4.24M | 1.56% | −19,250−17.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 89,869 | $4.26M | 0.24% | +23,434+35.3% | Added |
| Intact Investment Management Inc. | 91,700 | $4.35M | 0.14% | 00.0% | Unchanged |
| Huntington National Bank | 92,053 | $4.37M | 0.05% | −4,279−4.4% | Reduced |
| Wealthfront Advisers LLC | 92,106 | $4.37M | 0.02% | +3,500+4.0% | Added |
| Bragg Financial Advisors, Inc | 92,401 | $4.38M | 0.29% | +174+0.2% | Added |
| Capital Insight Partners, LLC | 93,127 | $4.42M | 1.03% | −2,117−2.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 93,410 | $4.43M | 0.11% | −23,578−20.2% | Reduced |
| Am Investment Strategies LLC | 93,443 | $4.43M | 1.55% | +320.0% | Added |
| Advisory Services Network, LLC | 94,206 | $4.47M | 0.15% | +5,883+6.7% | Added |
| GWM Advisors LLC | 94,822 | $4.50M | 0.08% | +7,735+8.9% | Added |
| Hantz Financial Services, Inc. | 95,027 | $4.51M | 0.15% | +3,784+4.1% | Added |
| Diversified Trust Co | 98,258 | $4.66M | 0.20% | +241+0.2% | Added |
| Kentucky Retirement Systems | 98,816 | $4.69M | 0.20% | +13,730+16.1% | Added |
| Cardinal Capital Management | 98,845 | $4.69M | 1.07% | +2,849+3.0% | Added |
| Candriam Luxembourg S.C.A. | 98,883 | $4.69M | 0.04% | +2,435+2.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 99,412 | $4.71M | 0.08% | +2,608+2.7% | Added |
| Mercer Global Advisors Inc | 99,454 | $4.72M | 0.03% | −4,810−4.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 99,476 | $4.72M | 0.21% | −2,261−2.2% | Reduced |
| Zions Bancorporation, N.A. | 100,453 | $4.76M | 0.48% | +39,784+65.6% | Added |
| Flputnam Investment Management Co | 100,647 | $4.77M | 0.18% | +3,675+3.8% | Added |
| Kingsview Wealth Management, LLC | 101,190 | $4.80M | 0.23% | +21,615+27.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 101,262 | $4.80M | 0.11% | +1,140+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 102,749 | $4.87M | 0.01% | −190,997−65.0% | Reduced |
| Natixis | 102,744 | $4.87M | 0.02% | −157,385−60.5% | Reduced |
| Maryland State Retirement & Pension System | 103,108 | $4.89M | 0.16% | 00.0% | Unchanged |
| tru Independence LLC | 103,496 | $4.91M | 1.58% | +9,648+10.3% | Added |
| Oregon Public Employees Retirement Fund | 103,723 | $4.92M | 0.07% | −4,020−3.7% | Reduced |
| Ingalls & Snyder LLC | 104,133 | $4.94M | 0.26% | −280−0.3% | Reduced |
| Corient Capital Partners, LLC | 104,422 | $4.95M | 0.38% | +14,215+15.8% | Added |
| Elo Mutual Pension Insurance Co | 104,687 | $4.96M | 0.17% | −299−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 105,330 | $5.00M | 0.10% | +1,562+1.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 107,388 | $5.09M | 3.43% | −2,702−2.5% | Reduced |
| Securian Asset Management, Inc | 107,941 | $5.12M | 0.12% | −842−0.8% | Reduced |
| Opus Investment Management Inc | 108,100 | $5.13M | 1.11% | 00.0% | Unchanged |
| Xponance, Inc. | 108,624 | $5.15M | 0.10% | +21,406+24.5% | Added |
| Massmutual Trust Co FSB | 108,658 | $5.15M | 0.22% | +55,545+104.6% | Added |
| Cypress Capital Management LLC | 109,761 | $5.21M | 0.78% | +4,325+4.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 112,746 | $5.35M | 0.13% | +24,746+28.1% | Added |