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 |
|---|---|---|---|---|---|
| Day & Ennis, LLC | 7,496 | $356.0K | 0.13% | −39−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 7,548 | $358.0K | 0.04% | +484+6.9% | Added |
| Fieldpoint Private Securities, LLC | 7,562 | $359.0K | 0.10% | +317+4.4% | Added |
| Eagle Harbor Asset Management Inc | 7,591 | $360.0K | 0.56% | +1,692+28.7% | Added |
| Naples Global Advisors, LLC | 7,610 | $361.0K | 0.05% | +32+0.4% | Added |
| Gemmer Asset Management LLC | 7,612 | $361.0K | 0.06% | +21+0.3% | Added |
| Systematic Financial Management LP | 7,659 | $363.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 7,741 | $367.0K | 0.03% | −1,394−15.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,731 | $367.0K | 0.21% | +16+0.2% | Added |
| Wagner Wealth Management, LLC | 7,753 | $368.0K | 0.29% | +26+0.3% | Added |
| 1776 Wealth LLC | 7,750 | $368.0K | 0.26% | +7,750 | New |
| ASB Consultores, LLC | 7,777 | $369.0K | 0.16% | +1,594+25.8% | Added |
| HBK Sorce Advisory LLC | 7,816 | $371.0K | 0.03% | −2,246−22.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,821 | $371.0K | 0.05% | +200+2.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,885 | $374.0K | 0.07% | −2,053−20.7% | Reduced |
| Almanack Investment Partners, LLC. | 7,929 | $376.0K | 0.04% | +4,000+101.8% | Added |
| EPG Wealth Management LLC | 7,965 | $378.0K | 0.16% | +7,965 | New |
| Compagnie Lombard Odier SCmA | 8,000 | $379.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 7,989 | $379.0K | 0.16% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,049 | $382.0K | 0.02% | −168−2.0% | Reduced |
| BSW Wealth Partners | 8,047 | $382.0K | 0.09% | −155−1.9% | Reduced |
| D. Scott Neal, Inc. | 8,064 | $382.0K | 0.16% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 7,553 | $382.0K | 0.07% | +147+2.0% | Added |
| Financial Advocates Investment Management | 8,050 | $382.0K | 0.03% | +2,977+58.7% | Added |
| Madison Wealth Management | 8,089 | $384.0K | 0.09% | +101+1.3% | Added |
| Xcel Wealth Management, LLC | 8,122 | $385.0K | 0.14% | +10.0% | Added |
| Select Asset Management & Trust | 8,133 | $386.0K | 0.42% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,128 | $386.0K | 0.04% | +2,331+40.2% | Added |
| Abacus Planning Group, Inc. | 8,156 | $387.0K | 0.11% | −336−4.0% | Reduced |
| Birmingham Capital Management Co Inc | 8,209 | $389.0K | 0.16% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,223 | $390.0K | 0.02% | +231+2.9% | Added |
| Gateway Investment Advisers LLC | 8,263 | $392.0K | 0.00% | +32+0.4% | Added |
| Family Firm, Inc. | 8,287 | $393.0K | 0.12% | +8,287 | New |
| NewSquare Capital LLC | 8,357 | $396.0K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 8,361 | $397.0K | 0.05% | −49−0.6% | Reduced |
| Versor Investments LP | 8,361 | $397.0K | 0.02% | +8,361 | New |
| Cim Investment Mangement Inc | 8,395 | $398.0K | 0.17% | −52−0.6% | Reduced |
| Gilbert & Cook, Inc. | 8,398 | $398.0K | 0.07% | +323+4.0% | Added |
| Sargent Bickham Lagudis LLC | 8,413 | $399.0K | 0.03% | −729−8.0% | Reduced |
| Rollins Financial | 8,429 | $400.0K | 0.14% | +4,878+137.4% | Added |
| Cobblestone Capital Advisors LLC | 8,457 | $401.0K | 0.03% | +990+13.3% | Added |
| FSB Premier Wealth Management, Inc. | 8,514 | $403.0K | 0.22% | +63+0.7% | Added |
| Collective Family Office LLC | 8,518 | $404.0K | 0.17% | −26−0.3% | Reduced |
| Brown Advisory Securities, LLC | 8,658 | $407.0K | 0.38% | −1,800−17.2% | Reduced |
| Prelude Capital Management, LLC | 8,603 | $408.0K | 0.02% | +8,603 | New |
| Pinebridge Investments, L.P. | 8,698 | $413.0K | 0.01% | −213,594−96.1% | Reduced |
| Institute for Wealth Management, LLC. | 8,703 | $413.0K | 0.08% | −18−0.2% | Reduced |
| Good Life Advisors, LLC | 8,697 | $413.0K | 0.06% | +676+8.4% | Added |
| Graypoint LLC | 8,701 | $413.0K | 0.05% | +1,163+15.4% | Added |
| Berkshire Asset Management LLC | 8,757 | $415.0K | 0.03% | +14+0.2% | Added |
| American Research & Management Co. | 8,755 | $415.0K | 0.11% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 8,842 | $419.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,854 | $420.0K | 0.06% | +919+11.6% | Added |
| Center For Asset Management LLC | 8,892 | $422.0K | 0.39% | +8,892 | New |
| Sentry Investment Management LLC | 8,909 | $423.0K | 0.19% | −1,735−16.3% | Reduced |
| Woodward Diversified Capital, LLC | 8,941 | $424.0K | 0.32% | +952+11.9% | Added |
| Evermay Wealth Management LLC | 8,973 | $426.0K | 0.08% | −81−0.9% | Reduced |
| Zeke Capital Advisors, LLC | 9,027 | $428.0K | 0.03% | −105−1.1% | Reduced |
| Hayek Kallen Investment Management | 9,047 | $429.0K | 0.19% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 9,035 | $429.0K | 0.06% | +1,091+13.7% | Added |
| Verus Financial Partners, Inc. | 8,911 | $431.0K | 0.06% | +762+9.4% | Added |
| ProVise Management Group, LLC | 9,091 | $431.0K | 0.05% | +2,926+47.5% | Added |
| Parthenon LLC | 9,112 | $432.0K | 0.07% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 9,132 | $433.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 8,663 | $434.0K | 0.06% | −446−4.9% | Reduced |
| SRS Capital Advisors, Inc. | 9,183 | $436.0K | 0.07% | +10.0% | Added |
| Altium Wealth Management LLC | 9,216 | $437.0K | 0.03% | −4,190−31.3% | Reduced |
| Fiducient Advisors LLC | 9,211 | $437.0K | 0.16% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 9,219 | $437.0K | 0.12% | +29+0.3% | Added |
| Mill Capital Management, LLC | 9,234 | $438.0K | 0.05% | +2,630+39.8% | Added |
| NFP Retirement, Inc. | 9,283 | $440.3K | 0.11% | +7+0.1% | Added |
| Advisory Alpha, LLC | 9,296 | $441.0K | 0.03% | −1,310−12.4% | Reduced |
| Cassia Capital Partners, LLC | 9,297 | $441.0K | 0.44% | +451+5.1% | Added |
| Teza Capital Management LLC | 9,301 | $441.0K | 0.17% | +9,301 | New |
| Davis R M Inc | 9,311 | $442.0K | 0.01% | +98+1.1% | Added |
| RMR Wealth Builders | 9,325 | $442.0K | 0.11% | +9,325 | New |
| Montchanin Asset Management, LLC | 9,345 | $443.0K | 0.61% | +9,345 | New |
| Peoples Bank | 9,365 | $444.0K | 0.27% | +100+1.1% | Added |
| Ferguson Shapiro LLC | 9,355 | $444.0K | 0.28% | +9,355 | New |
| Mount Yale Investment Advisors, LLC | 9,424 | $447.0K | 0.06% | −548−5.5% | Reduced |
| Nwam LLC | 9,204 | $447.0K | 0.04% | +379+4.3% | Added |
| Islay Capital Management, LLC | 9,426 | $447.0K | 0.47% | +9,426 | New |
| Benjamin Edwards Inc | 9,452 | $448.0K | 0.13% | +1,358+16.8% | Added |
| Southeast Asset Advisors Inc. | 9,438 | $448.0K | 0.07% | +2,228+30.9% | Added |
| Summit Asset Management, LLC | 9,511 | $451.0K | 0.14% | −1,068−10.1% | Reduced |
| Segall Bryant & Hamill, LLC | 9,529 | $451.0K | 0.01% | −271−2.8% | Reduced |
| Belpointe Asset Management LLC | 9,544 | $453.0K | 0.03% | +1,868+24.3% | Added |
| Main Street Financial Solutions, LLC | 9,581 | $454.0K | 0.06% | −123−1.3% | Reduced |
| Cozad Asset Management Inc | 9,590 | $455.0K | 0.07% | +500+5.5% | Added |
| Grant/GrossMendelsohn, LLC | 9,708 | $458.0K | 0.26% | 00.0% | Unchanged |
| Aspiriant, LLC | 9,672 | $459.0K | 0.02% | +1,083+12.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,692 | $460.0K | 0.04% | −3,900−28.7% | Reduced |
| Essex Financial Services, Inc. | 9,700 | $460.0K | 0.05% | −746−7.1% | Reduced |
| Ambassador Advisors, LLC | 9,698 | $460.0K | 0.10% | +1,278+15.2% | Added |
| First Commonwealth Financial Corp | 9,720 | $461.0K | 0.17% | +103+1.1% | Added |
| 1st Source Bank | 9,790 | $464.0K | 0.03% | −18−0.2% | Reduced |
| Sigma Planning Corp | 9,872 | $468.0K | 0.02% | −1,935−16.4% | Reduced |
| Guyasuta Investment Advisors Inc | 9,942 | $472.0K | 0.04% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 9,974 | $473.0K | 0.25% | −4,409−30.7% | Reduced |
| Wrapmanager Inc | 9,980 | $473.0K | 0.15% | +4,075+69.0% | Added |