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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 455 | $26.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 560 | $27.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 600 | $28.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 612 | $29.0K | 0.01% | +87+16.6% | Added |
| Antonetti Capital Management LLC | 625 | $30.0K | 0.03% | −200−24.2% | Reduced |
| Bell Investment Advisors, Inc | 635 | $30.0K | 0.01% | +635 | New |
| Norwood Financial Corp | 699 | $33.0K | 0.06% | 00.0% | Unchanged |
| Earnest Partners LLC | 745 | $35.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 747 | $35.0K | 0.01% | +5+0.7% | Added |
| Hanson & Doremus Investment Management | 761 | $36.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 812 | $39.0K | 0.00% | −33−3.9% | Reduced |
| Column Capital Advisors, LLC | 852 | $40.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 854 | $41.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 865 | $41.0K | 0.03% | +20+2.4% | Added |
| BOK Financial Private Wealth, Inc. | 875 | $42.0K | 0.00% | −5,542−86.4% | Reduced |
| Versant Capital Management, Inc | 887 | $42.0K | 0.02% | −143−13.9% | Reduced |
| Wellington Shields Capital Management, LLC | 875 | $42.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 885 | $42.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 877 | $42.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 915 | $43.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 914 | $43.0K | 0.01% | +120+15.1% | Added |
| Providence Capital Advisors, LLC | 913 | $43.0K | 0.01% | −500−35.4% | Reduced |
| Horizons Wealth Management | 853 | $44.0K | 0.04% | +853 | New |
| Sound Income Strategies, LLC | 978 | $46.0K | 0.01% | +200+25.7% | Added |
| Rosenberg Matthew Hamilton | 952 | $46.0K | 0.02% | +352+58.7% | Added |
| Hexagon Capital Partners LLC | 997 | $47.0K | 0.01% | +832+504.2% | Added |
| CKW Financial Group | 1,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 1,036 | $49.0K | 0.16% | +1,036 | New |
| Westside Investment Management, Inc. | 1,070 | $50.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,050 | $50.0K | 0.01% | +120+12.9% | Added |
| BerganKDV Wealth Management, LLC | 1,104 | $52.0K | 0.01% | +1+0.1% | Added |
| First Financial Corp | 1,100 | $52.0K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,095 | $52.0K | 0.01% | +441+67.4% | Added |
| Evolution Advisers, Inc. | 1,116 | $53.0K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,111 | $53.0K | 0.00% | +15+1.4% | Added |
| Old Second National Bank of Aurora | 1,163 | $55.0K | 0.02% | 00.0% | Unchanged |
| Curi Capital | 1,191 | $57.0K | 0.01% | +150+14.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,228 | $58.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,280 | $61.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,293 | $61.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,294 | $61.4K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,376 | $65.0K | 0.01% | −165−10.7% | Reduced |
| Missouri Trust & Investment Co | 1,369 | $65.0K | 0.04% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,391 | $66.0K | 0.11% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,425 | $68.0K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,430 | $68.0K | 0.02% | +569+66.1% | Added |
| American National Bank | 1,493 | $71.0K | 0.02% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,497 | $71.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,491 | $71.0K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,532 | $72.7K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,625 | $77.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,692 | $80.0K | 0.04% | −44−2.5% | Reduced |
| Stephens Consulting, LLC | 1,740 | $82.5K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,794 | $85.0K | 0.01% | −27−1.5% | Reduced |
| MUFG Americas Holdings Corp | 1,802 | $85.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,783 | $85.0K | 0.00% | +758+74.0% | Added |
| Castle Wealth Management LLC | 1,815 | $86.0K | 0.05% | +1,815 | New |
| Monetary Management Group Inc | 1,830 | $87.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,850 | $87.0K | 0.01% | +2+0.1% | Added |
| Atlantic Trust, LLC | 1,846 | $88.0K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 1,870 | $89.0K | 0.07% | +394+26.7% | Added |
| First PREMIER Bank | 1,904 | $90.0K | 0.03% | +124+7.0% | Added |
| IMA Wealth, Inc. | 1,961 | $93.0K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2,017 | $96.0K | 0.05% | +54+2.8% | Added |
| Sittner & Nelson, LLC | 2,175 | $103.0K | 0.07% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,231 | $106.0K | 0.07% | −29−1.3% | Reduced |
| Aspire Private Capital, LLC | 2,252 | $107.0K | 0.04% | +73+3.4% | Added |
| Quent Capital, LLC | 2,293 | $109.0K | 0.02% | +183+8.7% | Added |
| Mechanics Financial Corp | 2,335 | $111.0K | 0.07% | +960+69.8% | Added |
| Gables Capital Management Inc. | 2,531 | $120.0K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 2,556 | $121.0K | 0.01% | −1,041−28.9% | Reduced |
| JJJ Advisors Inc. | 2,410 | $122.0K | 0.04% | −4−0.2% | Reduced |
| Ellis Investment Partners, LLC | 2,687 | $127.0K | 0.03% | +17+0.6% | Added |
| Larson Financial Group LLC | 2,762 | $131.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,802 | $133.0K | 0.01% | −163−5.5% | Reduced |
| Clear Investment Research, LLC | 2,837 | $135.0K | 0.30% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,889 | $137.0K | 0.02% | −114−3.8% | Reduced |
| Proffitt & Goodson Inc | 2,958 | $140.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,984 | $142.0K | 0.05% | +2,237+299.5% | Added |
| Bank of New Hampshire | 3,014 | $143.0K | 0.04% | +374+14.2% | Added |
| Tompkins Financial Corp | 3,005 | $143.0K | 0.02% | +1,000+49.9% | Added |
| KB Financial Partners, LLC | 3,030 | $144.0K | 0.05% | −510−14.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,050 | $145.0K | 0.14% | +24+0.8% | Added |
| FourThought Financial, LLC | 3,113 | $148.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,166 | $150.0K | 0.01% | −93−2.9% | Reduced |
| Creative Financial Designs Inc | 3,332 | $158.0K | 0.03% | +127+4.0% | Added |
| Prestige Wealth Management Group LLC | 3,383 | $161.0K | 0.04% | +3,089+1,050.7% | Added |
| Manchester Capital Management LLC | 3,518 | $167.0K | 0.03% | +3,311+1,599.5% | Added |
| Payden & Rygel | 3,600 | $171.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 3,610 | $171.2K | 0.18% | +265+7.9% | Added |
| MayTech Global Investments, LLC | 3,706 | $176.0K | 0.06% | 00.0% | Unchanged |
| Lansing Street Advisors | 3,781 | $179.0K | 0.14% | −3,019−44.4% | Reduced |
| Private Capital Group, LLC | 3,780 | $179.0K | 0.13% | −229−5.7% | Reduced |
| Cambridge Trust Co | 3,786 | $180.0K | 0.01% | −958−20.2% | Reduced |
| Bollard Group LLC | 3,822 | $181.0K | 0.01% | +37+1.0% | Added |
| Carmichael Hill & Associates, Inc. | 3,842 | $182.0K | 0.10% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,850 | $183.0K | 0.01% | −601−13.5% | Reduced |
| Raffa Wealth Management, LLC | 3,889 | $184.5K | 0.08% | −519−11.8% | Reduced |
| Desjardins Global Asset Management Inc. | 3,916 | $185.0K | 0.02% | −201−4.9% | Reduced |
| QVR LLC | 3,940 | $187.0K | 0.15% | −1,807−31.4% | Reduced |