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 |
|---|---|---|---|---|---|
| BBR Partners, LLC | 5,422 | $257.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,408 | $257.0K | 0.03% | +813+17.7% | Added |
| PBMares Wealth Management LLC | 5,476 | $260.0K | 0.11% | +50+0.9% | Added |
| Cornerstone Management, Inc. | 5,521 | $261.9K | 0.07% | −102−1.8% | Reduced |
| Hartford Financial Management Inc. | 5,549 | $263.0K | 0.07% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 5,580 | $265.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,595 | $265.0K | 0.13% | +500+9.8% | Added |
| TrinityPoint Wealth, LLC | 5,601 | $266.0K | 0.06% | −101−1.8% | Reduced |
| LWM Advisory Services, LLC | 5,613 | $266.0K | 0.32% | +721+14.7% | Added |
| Chicago Trust Co NA | 5,637 | $267.0K | 0.07% | +1,628+40.6% | Added |
| Second Half Financial Partners, LLC | 4,638 | $270.0K | 0.22% | 00.0% | Unchanged |
| Strategic Wealth Designers | 5,734 | $272.0K | 0.07% | +980+20.6% | Added |
| Keudell/Morrison Wealth Management | 5,726 | $272.0K | 0.10% | +2,197+62.3% | Added |
| Andesa Financial Management Inc. | 5,774 | $274.0K | 0.17% | −1,925−25.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 5,826 | $276.0K | 0.11% | −136−2.3% | Reduced |
| AIA Group Ltd | 5,822 | $276.0K | 0.01% | +4,392+307.1% | Added |
| AdvisorNet Financial, Inc | 5,854 | $278.0K | 0.03% | +235+4.2% | Added |
| Two Sigma Securities, LLC | 5,881 | $279.0K | 0.05% | −4,051−40.8% | Reduced |
| CVA Family Office, LLC | 5,885 | $279.0K | 0.08% | −1,650−21.9% | Reduced |
| Barings LLC | 5,877 | $279.0K | 0.01% | −361−5.8% | Reduced |
| Boltwood Capital Management | 5,890 | $279.0K | 0.12% | +5,890 | New |
| Bristlecone Advisors, LLC | 5,934 | $281.0K | 0.03% | +130+2.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,917 | $281.0K | 0.06% | +1,101+22.9% | Added |
| Cornerstone Wealth Group, LLC | 5,955 | $282.0K | 0.06% | −64,557−91.6% | Reduced |
| Sage Mountain Advisors LLC | 5,984 | $284.0K | 0.05% | +118+2.0% | Added |
| Meridian Financial Partners LLC | 5,738 | $284.0K | 0.19% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6,052 | $287.0K | 0.10% | +191+3.3% | Added |
| HHM Wealth Advisors, LLC | 6,069 | $288.0K | 0.07% | +384+6.8% | Added |
| Tandem Capital Management Corp | 6,072 | $288.0K | 0.23% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,103 | $289.5K | 0.00% | +3,264+115.0% | Added |
| Ameritas Advisory Services, LLC | 6,124 | $290.0K | 0.02% | +345+6.0% | Added |
| Parkside Financial Bank & Trust | 6,180 | $293.0K | 0.09% | −125−2.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,172 | $293.0K | 0.15% | −17−0.3% | Reduced |
| 55I, LLC | 6,174 | $293.0K | 0.01% | +6,174 | New |
| Great Valley Advisor Group, Inc. | 6,164 | $293.0K | 0.02% | +6,164 | New |
| Connors Investor Services Inc | 6,220 | $295.0K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 6,215 | $295.0K | 0.11% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 6,240 | $296.0K | 0.07% | +449+7.8% | Added |
| Goepper Burkhardt LLC | 6,261 | $297.0K | 0.21% | −525−7.7% | Reduced |
| Glen Eagle Advisors, LLC | 6,270 | $297.4K | 0.08% | +140+2.3% | Added |
| Merit Financial Group, LLC | 6,288 | $298.0K | 0.01% | +1,301+26.1% | Added |
| Doyle Wealth Management | 6,296 | $299.0K | 0.02% | −124−1.9% | Reduced |
| Central Bank & Trust Co | 6,300 | $299.0K | 0.06% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 6,302 | $300.0K | 0.07% | −5,439−46.3% | Reduced |
| WealthShield Partners, LLC | 6,315 | $300.0K | 0.06% | −94−1.5% | Reduced |
| Emfo, LLC | 6,315 | $300.0K | 0.30% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 6,343 | $301.0K | 0.04% | +1,913+43.2% | Added |
| IFG Advisory, LLC | 6,372 | $302.0K | 0.03% | −57−0.9% | Reduced |
| Augustine Asset Management Inc | 6,385 | $303.0K | 0.19% | −1,110−14.8% | Reduced |
| Centennial Wealth Advisory LLC | 6,392 | $303.0K | 0.17% | +2,219+53.2% | Added |
| Country Club Bank | 6,400 | $304.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 6,402 | $304.0K | 0.03% | 00.0% | Unchanged |
| Mendel Money Management | 6,482 | $307.0K | 0.18% | −145−2.2% | Reduced |
| Occidental Asset Management, LLC | 6,467 | $307.0K | 0.09% | 00.0% | Unchanged |
| First Foundation Advisors | 6,487 | $308.0K | 0.01% | −693−9.7% | Reduced |
| Horizon Financial Services, LLC | 6,494 | $308.0K | 0.24% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 6,506 | $309.0K | 0.50% | −1,019−13.5% | Reduced |
| Jackson Square Capital, LLC | 6,542 | $310.0K | 0.13% | −4,442−40.4% | Reduced |
| TCWP LLC | 6,537 | $310.0K | 0.07% | −629−8.8% | Reduced |
| Benin Management CORP | 6,548 | $311.0K | 0.12% | −30−0.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,559 | $311.0K | 0.31% | +165+2.6% | Added |
| Silver Oak Securities, Inc | 6,434 | $311.0K | 0.07% | +314+5.1% | Added |
| Hamilton Capital, LLC | 6,602 | $313.0K | 0.02% | +555+9.2% | Added |
| DRW Securities, LLC | 6,623 | $314.0K | 0.08% | +6,623 | New |
| Veracity Capital LLC | 6,631 | $315.0K | 0.17% | +314+5.0% | Added |
| TrueWealth Advisors, LLC | 6,636 | $315.0K | 0.15% | +2,941+79.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,677 | $317.0K | 0.05% | +2,414+56.6% | Added |
| Fukoku Mutual Life Insurance Co | 6,710 | $318.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 6,725 | $319.0K | 0.03% | −485−6.7% | Reduced |
| 1620 Investment Advisors, Inc. | 6,736 | $319.0K | 0.44% | +216+3.3% | Added |
| Sound View Wealth Advisors Group, LLC | 6,721 | $319.0K | 0.07% | +497+8.0% | Added |
| Carson Advisory Inc. | 6,754 | $320.0K | 0.36% | +200+3.1% | Added |
| Simplex Trading, LLC | 6,790 | $322.0K | 0.01% | −30,798−81.9% | Reduced |
| Ballew Advisors, Inc | 7,127 | $322.0K | 0.29% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 6,800 | $322.5K | 0.32% | −1,100−13.9% | Reduced |
| Proficio Capital Partners LLC | 6,841 | $324.0K | 0.06% | −2,853−29.4% | Reduced |
| LMCG Investments, LLC | 6,843 | $325.0K | 0.02% | −449−6.2% | Reduced |
| Columbia Trust Co 01012016 | 6,849 | $325.0K | 0.17% | 00.0% | Unchanged |
| Tobam | 6,867 | $326.0K | 0.02% | +3,735+119.3% | Added |
| ARGI Investment Services, LLC | 6,886 | $327.0K | 0.01% | +1,741+33.8% | Added |
| Lake Street Financial LLC | 6,954 | $330.0K | 0.07% | −4,382−38.7% | Reduced |
| Titleist Asset Management, Ltd. | 6,996 | $332.0K | 0.08% | −354−4.8% | Reduced |
| Aua Capital Management, LLC | 7,011 | $333.0K | 0.19% | +26+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 7,058 | $335.0K | 0.01% | +2,208+45.5% | Added |
| Canton Hathaway, LLC | 7,081 | $336.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 7,143 | $338.8K | 0.16% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 7,145 | $339.0K | 0.10% | 00.0% | Unchanged |
| Montecito Bank & Trust | 7,196 | $341.0K | 0.08% | −900−11.1% | Reduced |
| Personal Capital Advisors Corp | 7,211 | $342.0K | 0.00% | −1,173−14.0% | Reduced |
| Family Legacy, Inc. | 7,245 | $342.0K | 0.16% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 7,229 | $344.0K | 0.02% | −5−0.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,272 | $345.0K | 0.02% | −279−3.7% | Reduced |
| Stony Point Wealth Management Inc. | 7,274 | $345.0K | 0.23% | +382+5.5% | Added |
| Smithfield Trust Co | 7,255 | $346.0K | 0.02% | +10+0.1% | Added |
| Washington Capital Management Inc | 7,321 | $347.2K | 0.33% | 00.0% | Unchanged |
| ACG Wealth | 7,356 | $349.0K | 0.07% | +184+2.6% | Added |
| Riverview Trust Co | 7,367 | $349.0K | 0.30% | +1,252+20.5% | Added |
| Valmark Advisers, Inc. | 7,385 | $350.0K | 0.01% | −47−0.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,449 | $353.0K | 0.03% | +7,449 | New |
| Blueshift Asset Management, LLC | 7,479 | $355.0K | 0.06% | −124,235−94.3% | Reduced |