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 |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 3,970 | $188.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4,006 | $190.0K | 0.01% | −1,107−21.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,000 | $190.0K | 0.05% | +4,000 | New |
| M&R Capital Management Inc | 4,041 | $191.0K | 0.05% | +21+0.5% | Added |
| MV Capital Management, Inc. | 4,184 | $198.0K | 0.03% | −81−1.9% | Reduced |
| Hudock, Inc. | 4,216 | $199.0K | 0.07% | +23+0.5% | Added |
| Ashton Thomas Private Wealth, LLC | 4,230 | $200.6K | 0.02% | +505+13.6% | Added |
| Lloyd Advisory Services, LLC. | 4,263 | $201.0K | 0.16% | +1,805+73.4% | Added |
| Truadvice, LLC | 4,105 | $202.0K | 0.11% | −32−0.8% | Reduced |
| Tiemann Investment Advisors, LLC | 4,286 | $203.0K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 4,284 | $203.0K | 0.07% | +393+10.1% | Added |
| First Command Bank | 4,298 | $204.0K | 0.03% | −305−6.6% | Reduced |
| First Command Financial Services, Inc. | 4,298 | $204.0K | 0.03% | −305−6.6% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,291 | $204.0K | 0.10% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 4,304 | $204.0K | 0.16% | +4,304 | New |
| ERTS Wealth Advisors, LLC | 4,323 | $205.0K | 0.06% | +77+1.8% | Added |
| Kowal Investment Group, LLC | 4,313 | $205.0K | 0.07% | +4,313 | New |
| Rock Point Advisors, LLC | 4,350 | $206.0K | 0.07% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 4,334 | $206.0K | 0.03% | +170+4.1% | Added |
| Klingman & Associates, LLC | 4,360 | $207.0K | 0.02% | −74−1.7% | Reduced |
| Paragon Capital Management Ltd | 4,357 | $207.0K | 0.06% | +763+21.2% | Added |
| LS Investment Advisors, LLC | 4,401 | $209.0K | 0.04% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 4,248 | $209.0K | 0.32% | 00.0% | Unchanged |
| Capital Management Corp | 4,400 | $209.0K | 0.05% | +200+4.8% | Added |
| Primoris Wealth Advisors, LLC | 4,419 | $210.0K | 0.32% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,455 | $211.0K | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,471 | $212.0K | 0.00% | −3,456−43.6% | Reduced |
| Meridian Wealth Partners, LLC | 4,471 | $212.0K | 0.05% | +705+18.7% | Added |
| Sender Co & Partners, Inc. | 4,463 | $212.0K | 1.80% | +4,463 | New |
| Penobscot Investment Management Company, Inc. | 4,500 | $213.0K | 0.04% | −650−12.6% | Reduced |
| Riverwater Partners LLC | 4,489 | $213.0K | 0.21% | +4,489 | New |
| Gryphon Financial Partners LLC | 4,530 | $214.0K | 0.05% | +4,530 | New |
| Johnson Investment Counsel Inc | 4,531 | $215.0K | 0.00% | +348+8.3% | Added |
| Fulton Breakefield Broenniman LLC | 4,550 | $216.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,558 | $216.0K | 0.01% | +4,558 | New |
| Intercontinental Wealth Advisors, LLC | 4,580 | $217.0K | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,568 | $217.0K | 0.00% | +335+7.9% | Added |
| Concord Asset Management, LLC | 4,583 | $217.4K | 0.16% | +423+10.2% | Added |
| NTB Financial Corp | 4,586 | $218.0K | 0.18% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,623 | $219.0K | 0.01% | −2,307−33.3% | Reduced |
| M Holdings Securities, Inc. | 4,618 | $219.0K | 0.02% | +5+0.1% | Added |
| Stillwater Investment Management, LLC | 4,625 | $219.0K | 0.06% | +46+1.0% | Added |
| Carderock Capital Management Inc | 4,637 | $220.0K | 0.09% | −200−4.1% | Reduced |
| Home Federal Bank of Tennessee | 4,661 | $221.0K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Group | 4,658 | $221.0K | 0.04% | +194+4.3% | Added |
| Intersect Capital LLC | 4,652 | $221.0K | 0.07% | +376+8.8% | Added |
| Prio Wealth Limited Partnership | 4,691 | $222.5K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 4,712 | $223.0K | 0.05% | −103,597−95.6% | Reduced |
| Alaethes Wealth LLC | 4,700 | $223.0K | 0.17% | −243−4.9% | Reduced |
| Drive Wealth Management, LLC | 4,695 | $223.0K | 0.20% | +926+24.6% | Added |
| Excalibur Management Corp | 4,726 | $224.0K | 0.12% | −70−1.5% | Reduced |
| Morris Financial Concepts, Inc. | 4,753 | $225.0K | 0.21% | 00.0% | Unchanged |
| Norris Perne & French LLP | 4,767 | $226.0K | 0.02% | +199+4.4% | Added |
| Capital Square, LLC | 4,780 | $226.0K | 0.19% | +950+24.8% | Added |
| KCM Investment Advisors LLC | 4,791 | $227.0K | 0.01% | +995+26.2% | Added |
| Eagle Capital Management, LLC | 4,798 | $228.0K | 0.14% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 4,799 | $228.0K | 0.19% | +4,799 | New |
| Migdal Insurance & Financial Holdings Ltd. | 4,833 | $229.0K | 0.01% | −2,466−33.8% | Reduced |
| FineMark National Bank & Trust | 4,822 | $229.0K | 0.01% | −566−10.5% | Reduced |
| Foundations Investment Advisors, LLC | 4,809 | $229.0K | 0.01% | +4,809 | New |
| Exchange Traded Concepts, LLC | 4,844 | $230.0K | 0.01% | −535−9.9% | Reduced |
| Tocqueville Asset Management L.P. | 4,869 | $231.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 211,376 | $231.0K | 0.04% | −15,668−6.9% | Reduced |
| Stewardship Advisors, LLC | 4,909 | $233.0K | 0.10% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 4,915 | $233.0K | 0.16% | +20.0% | Added |
| TD Waterhouse Canada Inc. | 4,911 | $233.2K | 0.00% | +294+6.4% | Added |
| Wedmont Private Capital | 4,927 | $234.0K | 0.05% | −1,498−23.3% | Reduced |
| Ergoteles LLC | 4,928 | $234.0K | 0.01% | +4,928 | New |
| Insight Advisors, LLC | 4,776 | $235.0K | 0.08% | −934−16.4% | Reduced |
| Oakworth Capital, Inc. | 5,036 | $239.0K | 0.02% | −812−13.9% | Reduced |
| Samalin Investment Counsel, LLC | 5,069 | $240.0K | 0.17% | +5+0.1% | Added |
| Twin Focus Capital Partners, LLC | 5,058 | $240.0K | 0.05% | +491+10.8% | Added |
| SPC Financial, Inc. | 5,050 | $240.0K | 0.03% | +600+13.5% | Added |
| Lindbrook Capital, LLC | 5,072 | $241.0K | 0.04% | −1,398−21.6% | Reduced |
| AlphaMark Advisors, LLC | 5,081 | $241.0K | 0.11% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 5,105 | $242.0K | 0.08% | −18−0.4% | Reduced |
| Perigon Wealth Management, LLC | 5,097 | $242.0K | 0.02% | +1,056+26.1% | Added |
| Alliance Wealth Advisors, LLC | 5,120 | $243.0K | 0.21% | −282−5.2% | Reduced |
| Sutton Wealth Advisors Inc. | 5,135 | $243.6K | 0.10% | +70+1.4% | Added |
| Maven Securities LTD | 5,143 | $244.0K | 0.04% | −8,039−61.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,141 | $244.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,154 | $244.0K | 0.04% | +98+1.9% | Added |
| HC Advisors, LLC | 5,167 | $245.0K | 0.17% | +4+0.1% | Added |
| Single Point Partners, LLC | 5,197 | $246.0K | 0.07% | −130−2.4% | Reduced |
| SC&H Financial Advisors, Inc. | 5,183 | $246.0K | 0.11% | 00.0% | Unchanged |
| Meyer Handelman Co | 5,200 | $247.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 5,231 | $248.0K | 0.05% | +485+10.2% | Added |
| CoreCap Advisors, LLC | 5,259 | $249.0K | 0.02% | −595−10.2% | Reduced |
| White Pine Capital LLC | 5,250 | $249.0K | 0.10% | −200−3.7% | Reduced |
| Independent Investors Inc | 5,269 | $250.0K | 0.07% | −388−6.9% | Reduced |
| New Jersey Better Educational Savings Trust | 5,292 | $251.0K | 0.79% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 5,332 | $252.0K | 0.18% | −1,080−16.8% | Reduced |
| M. Kulyk & Associates, LLC | 5,310 | $252.0K | 0.08% | −20−0.4% | Reduced |
| Bridgefront Capital, LLC | 5,305 | $252.0K | 0.28% | +5,305 | New |
| SevenBridge Financial Group, LLC | 5,339 | $253.0K | 0.10% | −112−2.1% | Reduced |
| Patriot Investment Management Inc. | 5,338 | $253.0K | 0.02% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 5,375 | $255.0K | 0.20% | +52+1.0% | Added |
| Aviance Capital Partners, LLC | 5,400 | $256.0K | 0.06% | +20.0% | Added |
| Arlington Financial Advisors, LLC | 5,400 | $256.0K | 0.12% | 00.0% | Unchanged |
| Putnam Investments LLC | 5,425 | $257.0K | 0.00% | −43−0.8% | Reduced |