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 |
|---|---|---|---|---|---|
| Fortis Advisors, LLC | 9,970 | $473.0K | 0.31% | +5,506+123.3% | Added |
| Proequities, Inc. | 10,002 | $474.0K | 0.04% | −2,603−20.7% | Reduced |
| Canandaigua National Corp | 9,998 | $474.0K | 0.08% | −423−4.1% | Reduced |
| American Assets Inc | 10,000 | $474.0K | 0.16% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 10,027 | $475.0K | 0.36% | −751−7.0% | Reduced |
| Red Cedar Investment Management, LLC | 10,044 | $476.0K | 0.08% | 00.0% | Unchanged |
| Capital City Trust Co | 10,103 | $479.0K | 0.16% | −315−3.0% | Reduced |
| BDO Wealth Advisors, LLC | 10,138 | $481.0K | 0.06% | −520−4.9% | Reduced |
| Renasant Bank | 10,154 | $481.0K | 0.39% | +2,621+34.8% | Added |
| Sugarloaf Wealth Management, LLC | 10,159 | $482.0K | 0.12% | +85+0.8% | Added |
| Essex Savings Bank | 10,230 | $485.0K | 0.19% | −42−0.4% | Reduced |
| 180 Wealth Advisors, LLC | 10,077 | $486.0K | 0.12% | +1,162+13.0% | Added |
| Triad Financial Advisors, Inc. | 10,288 | $488.0K | 0.27% | −613−5.6% | Reduced |
| Prospera Financial Services Inc | 10,361 | $492.0K | 0.03% | −13,739−57.0% | Reduced |
| Keebeck Alpha, LP | 10,392 | $493.0K | 0.22% | +564+5.7% | Added |
| BT Wealth Management LLC | 10,542 | $500.0K | 0.14% | 00.0% | Unchanged |
| Philadelphia Trust Co | 10,572 | $501.0K | 0.05% | −300−2.8% | Reduced |
| Walleye Capital LLC | 10,567 | $501.0K | 0.01% | +10,567 | New |
| Live Oak Private Wealth LLC | 10,575 | $502.0K | 0.11% | −204−1.9% | Reduced |
| WealthTrust Axiom LLC | 10,611 | $503.0K | 0.18% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,639 | $505.0K | 0.07% | +1,360+14.7% | Added |
| Horizon Investments, LLC | 10,797 | $507.0K | 0.02% | −459−4.1% | Reduced |
| Oak Associates, Ltd | 10,750 | $510.0K | 0.04% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 10,804 | $512.0K | 0.20% | 00.0% | Unchanged |
| CSM Advisors, LLC | 10,791 | $512.0K | 0.05% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 10,791 | $512.0K | 0.12% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,787 | $512.0K | 0.01% | +56+0.5% | Added |
| Qtron Investments LLC | 10,819 | $513.0K | 0.11% | +10,819 | New |
| Busey Wealth Management | 10,837 | $514.0K | 0.02% | +193+1.8% | Added |
| Grove Bank & Trust | 10,828 | $514.0K | 0.12% | +2,783+34.6% | Added |
| MAI Capital Management | 10,908 | $517.0K | 0.01% | −3,162−22.5% | Reduced |
| Thompson Investment Management, Inc. | 10,929 | $518.0K | 0.09% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11,009 | $522.0K | 0.13% | +74+0.7% | Added |
| McKinley Carter Wealth Services, Inc. | 11,058 | $524.0K | 0.05% | +6,941+168.6% | Added |
| Shayne & Co., LLC | 11,184 | $530.0K | 0.31% | 00.0% | Unchanged |
| Arlington Partners LLC | 11,178 | $530.0K | 0.18% | +9,090+435.3% | Added |
| StoneX Group Inc. | 11,248 | $533.5K | 0.07% | +856+8.2% | Added |
| Bremer Bank National Association | 11,341 | $537.0K | 0.10% | −1,821−13.8% | Reduced |
| Coastal Investment Advisors, Inc. | 11,227 | $541.0K | 0.13% | +615+5.8% | Added |
| Asset Dedication, LLC | 11,496 | $542.0K | 0.08% | −11−0.1% | Reduced |
| Heron Financial Group, LLC | 11,483 | $545.0K | 0.33% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 11,559 | $548.0K | 0.04% | −3,423−22.8% | Reduced |
| ETF Managers Group, LLC | 11,616 | $551.0K | 0.02% | −4,930−29.8% | Reduced |
| Radnor Capital Management, LLC | 11,631 | $552.0K | 0.15% | +425+3.8% | Added |
| Sculati Wealth Management, LLC | 11,659 | $553.0K | 0.32% | 00.0% | Unchanged |
| Conning Inc. | 11,684 | $554.0K | 0.02% | −97−0.8% | Reduced |
| Keel Point, LLC | 10,988 | $559.0K | 0.09% | −533−4.6% | Reduced |
| NBT Bank N A | 11,790 | $559.0K | 0.09% | +1,743+17.3% | Added |
| Enterprise Financial Services Corp | 11,817 | $560.0K | 0.11% | −5,120−30.2% | Reduced |
| Cypress Capital Group | 11,822 | $560.0K | 0.09% | −50.0% | Reduced |
| Forbes Financial Planning, Inc. | 11,800 | $560.0K | 0.80% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 11,828 | $561.0K | 0.26% | −1,583−11.8% | Reduced |
| Farmers Trust Co | 11,849 | $562.0K | 0.13% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 11,864 | $563.0K | 0.23% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 11,882 | $563.0K | 0.34% | −41−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,870 | $563.0K | 0.12% | +2,994+33.7% | Added |
| Dowling & Yahnke LLC | 11,996 | $569.0K | 0.03% | −663−5.2% | Reduced |
| Rede Wealth, LLC | 11,986 | $569.0K | 0.33% | +37+0.3% | Added |
| Ern LLC | 12,015 | $570.0K | 0.64% | +12,015 | New |
| Intrua Financial, LLC | 12,035 | $571.0K | 0.12% | +5,453+82.8% | Added |
| Koshinski Asset Management, Inc. | 12,083 | $573.0K | 0.06% | −567−4.5% | Reduced |
| Lumature Wealth Partners, LLC | 12,076 | $573.0K | 0.26% | +52+0.4% | Added |
| New England Asset Management Inc | 12,100 | $574.0K | 0.01% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 12,176 | $578.0K | 0.50% | +667+5.8% | Added |
| Hudson Valley Investment Advisors Inc | 12,214 | $579.0K | 0.09% | −481−3.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12,249 | $581.0K | 0.01% | +106+0.9% | Added |
| Gratus Capital LLC | 12,254 | $581.0K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12,249 | $581.0K | 0.01% | +106+0.9% | Added |
| Tradewinds, LLC. | 12,246 | $581.0K | 0.40% | +12,246 | New |
| Illinois Municipal Retirement Fund | 12,325 | $585.0K | 0.01% | +5,751+87.5% | Added |
| Successful Portfolios LLC | 12,380 | $587.0K | 0.39% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 12,384 | $587.0K | 0.24% | +581+4.9% | Added |
| Penserra Capital Management LLC | 12,428 | $588.0K | 0.02% | −935−7.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 12,458 | $591.0K | 0.04% | +606+5.1% | Added |
| Crawford Investment Counsel Inc | 12,478 | $592.0K | 0.01% | +3,016+31.9% | Added |
| Exencial Wealth Advisors, LLC | 12,507 | $593.0K | 0.03% | +145+1.2% | Added |
| Opus Capital Group, LLC | 12,650 | $600.0K | 0.12% | +1,601+14.5% | Added |
| Carnegie Capital Asset Management, LLC | 12,676 | $601.0K | 0.03% | +17+0.1% | Added |
| National Bank of Canada | 12,660 | $604.0K | 0.00% | −34,564−73.2% | Reduced |
| ForthRight Wealth Management, LLC | 12,762 | $605.0K | 0.34% | +4,853+61.4% | Added |
| NorthRock Partners, LLC | 12,768 | $606.0K | 0.06% | +20+0.2% | Added |
| Rehmann Capital Advisory Group | 12,786 | $606.5K | 0.07% | −463−3.5% | Reduced |
| First Farmers & Merchants Bank / Trust | 12,824 | $608.0K | 0.75% | −60−0.5% | Reduced |
| Altus Wealth Group LLC | 10,379 | $609.0K | 0.61% | +194+1.9% | Added |
| Avidian Wealth Solutions, LLC | 12,894 | $612.0K | 0.04% | +1,888+17.2% | Added |
| Equitable Holdings, Inc. | 12,916 | $613.0K | 0.01% | −142−1.1% | Reduced |
| Allen Investment Management LLC | 12,950 | $614.0K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $614.0K | 0.02% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 12,966 | $615.0K | 0.38% | −1,100−7.8% | Reduced |
| Woodard & Co Asset Management Group Inc | 12,996 | $616.0K | 0.25% | +216+1.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $622.0K | 0.25% | 00.0% | Unchanged |
| First Manhattan Co | 13,169 | $624.0K | 0.00% | +715+5.7% | Added |
| Integrated Wealth Concepts LLC | 13,184 | $625.0K | 0.02% | +1,353+11.4% | Added |
| Fisher Asset Management, LLC | 13,194 | $626.0K | 0.00% | +5,383+68.9% | Added |
| Visionary Wealth Advisors | 13,220 | $627.0K | 0.06% | +13,220 | New |
| Lindenwold Advisors | 13,235 | $628.0K | 0.45% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,334 | $632.0K | 0.02% | +86+0.6% | Added |
| Lake Street Advisors Group, LLC | 13,346 | $633.0K | 0.05% | −440−3.2% | Reduced |
| Ballentine Partners, LLC | 13,333 | $633.0K | 0.02% | −405−2.9% | Reduced |
| WBH Advisory Inc | 13,350 | $633.0K | 0.08% | −50−0.4% | Reduced |