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; 1,707 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 | 1,707 | $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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 13,443 | $638.0K | 0.17% | +2,147+19.0% | Added |
| Wealth Quarterback LLC | 13,514 | $641.0K | 0.50% | +13,514 | New |
| Hazlett, Burt & Watson, Inc. | 13,492 | $642.0K | 0.59% | −230−1.7% | Reduced |
| Abundance Wealth Counselors | 13,533 | $642.0K | 0.17% | +941+7.5% | Added |
| Biltmore Family Office, LLC | 13,593 | $645.0K | 0.16% | −94−0.7% | Reduced |
| PEAK6 Investments LLC | 21,270 | $645.5K | 0.01% | +21,270 | New |
| Citizens Financial Group Inc | 13,683 | $649.0K | 0.03% | +328+2.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 13,771 | $650.0K | 0.46% | −12−0.1% | Reduced |
| Colonial River Wealth Management, LLC | 13,743 | $652.0K | 0.43% | −26−0.2% | Reduced |
| Toroso Investments, LLC | 13,766 | $653.0K | 0.02% | −13,745−50.0% | Reduced |
| Northwest Bancshares, Inc. | 13,810 | $655.0K | 0.15% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,865 | $658.0K | 0.06% | −207−1.5% | Reduced |
| S&CO Inc | 13,894 | $658.0K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,951 | $661.0K | 0.06% | −3,307−19.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,995 | $664.0K | 0.31% | +167+1.2% | Added |
| Clarius Group, LLC | 14,019 | $665.0K | 0.07% | −115−0.8% | Reduced |
| Trust Asset Management LLC | 14,023 | $665.0K | 0.09% | +656+4.9% | Added |
| B. Riley Wealth Management, Inc. | 14,088 | $668.0K | 0.06% | +10,140+256.8% | Added |
| Transatlantique Private Wealth LLC | 14,110 | $669.0K | 0.47% | +14,110 | New |
| Community Trust & Investment Co | 14,175 | $672.0K | 0.06% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 14,166 | $672.0K | 0.39% | +322+2.3% | Added |
| Denali Advisors LLC | 14,200 | $674.0K | 0.29% | +3,100+27.9% | Added |
| Reuter James Wealth Management, LLC | 14,394 | $683.0K | 0.42% | +5,856+68.6% | Added |
| Lebenthal Global Advisors, LLC | 14,538 | $689.0K | 0.33% | +5,673+64.0% | Added |
| Montag & Caldwell, LLC | 14,562 | $691.0K | 0.10% | +14,562 | New |
| Caldwell Trust Co | 14,673 | $695.9K | 0.10% | −270−1.8% | Reduced |
| Gotham Asset Management, LLC | 14,814 | $703.0K | 0.02% | −6,978−32.0% | Reduced |
| Westhampton Capital, LLC | 14,872 | $705.0K | 0.50% | +1,920+14.8% | Added |
| Mayfair Advisory Group, LLC | 14,057 | $709.0K | 0.93% | −200−1.4% | Reduced |
| Israel Discount Bank of New York | 15,132 | $717.0K | 0.54% | −1,453−8.8% | Reduced |
| Galibier Capital Management Ltd. | 15,147 | $718.0K | 0.14% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,153 | $719.0K | 0.47% | −100−0.7% | Reduced |
| Apollon Wealth Management, LLC | 15,189 | $720.0K | 0.06% | −2,180−12.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 15,202 | $721.0K | 0.01% | −4,598−23.2% | Reduced |
| Assenagon Asset Management S.A. | 15,199 | $721.0K | 0.00% | −1,144−7.0% | Reduced |
| Resources Management Corp | 15,200 | $721.0K | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 15,237 | $723.0K | 0.03% | +1,761+13.1% | Added |
| City Holding Co | 15,260 | $724.0K | 0.14% | −3,700−19.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,353 | $728.0K | 0.28% | +4,680+43.8% | Added |
| Linker Capital Management Inc. | 15,519 | $736.0K | 0.91% | −10−0.1% | Reduced |
| Hilltop Holdings Inc. | 15,576 | $739.0K | 0.10% | +1,475+10.5% | Added |
| Meiji Yasuda Life Insurance Co | 15,586 | $739.0K | 0.01% | +11,400+272.3% | Added |
| Parallel Advisors, LLC | 15,611 | $740.0K | 0.03% | +564+3.7% | Added |
| Orion Portfolio Solutions, LLC | 15,664 | $743.0K | 0.03% | −841−5.1% | Reduced |
| Norway Savings Bank | 15,658 | $743.0K | 0.38% | +1,175+8.1% | Added |
| Capital International Inc | 15,694 | $744.0K | 0.01% | −2,124−11.9% | Reduced |
| Private Trust Co NA | 15,720 | $746.0K | 0.12% | +40.0% | Added |
| Longfellow Investment Management Co LLC | 15,939 | $756.0K | 0.16% | +7,156+81.5% | Added |
| Mirova | 16,184 | $767.0K | 0.11% | −4,412−21.4% | Reduced |
| SeaBridge Investment Advisors LLC | 16,254 | $771.0K | 0.25% | −642−3.8% | Reduced |
| Marks Group Wealth Management, Inc | 16,332 | $775.0K | 0.11% | +3,580+28.1% | Added |
| Ieq Capital, LLC | 16,361 | $776.0K | 0.02% | −7,881−32.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,594 | $787.0K | 0.14% | −582−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 16,660 | $790.0K | 0.03% | −369−2.2% | Reduced |
| Wedbush Securities Inc | 16,697 | $792.0K | 0.04% | −2,350−12.3% | Reduced |
| Fort Sheridan Advisors LLC | 16,751 | $794.0K | 0.26% | +1,779+11.9% | Added |
| FLC Capital Advisors | 16,777 | $796.0K | 0.27% | −500−2.9% | Reduced |
| Trustcore Financial Services, LLC | 16,937 | $803.0K | 0.07% | +10+0.1% | Added |
| Ramiah Investment Group | 16,967 | $804.7K | 0.66% | +1,279+8.2% | Added |
| Gabelli Funds LLC | 17,000 | $806.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 15,848 | $809.0K | 0.10% | −767−4.6% | Reduced |
| Modera Wealth Management, LLC | 17,086 | $810.0K | 0.04% | −203−1.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 17,151 | $813.0K | 1.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 16,110 | $813.0K | 0.08% | +4,346+36.9% | Added |
| HighPoint Advisor Group LLC | 17,061 | $813.0K | 0.09% | +17,061 | New |
| Cigna Investments Inc | 17,265 | $819.0K | 0.16% | −6,235−26.5% | Reduced |
| Greenleaf Trust | 17,385 | $825.0K | 0.01% | +1,285+8.0% | Added |
| Texas Yale Capital Corp. | 17,475 | $829.0K | 0.05% | −520−2.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 17,477 | $829.0K | 0.07% | +2,008+13.0% | Added |
| EverSource Wealth Advisors, LLC | 17,498 | $830.0K | 0.21% | +1,718+10.9% | Added |
| Marcum Wealth, LLC | 17,542 | $832.0K | 0.12% | +503+3.0% | Added |
| Canal Capital Management, LLC | 17,711 | $840.0K | 0.25% | +381+2.2% | Added |
| Lakeview Capital Partners, LLC | 17,795 | $844.0K | 0.49% | −200−1.1% | Reduced |
| Lido Advisors, LLC | 18,036 | $855.0K | 0.02% | +516+2.9% | Added |
| Leisure Capital Management | 18,090 | $858.0K | 0.45% | +463+2.6% | Added |
| Douglass Winthrop Advisors, LLC | 18,089 | $858.0K | 0.02% | +564+3.2% | Added |
| Valeo Financial Advisors, LLC | 18,245 | $865.0K | 0.05% | −8,405−31.5% | Reduced |
| Resources Investment Advisors, LLC. | 18,465 | $876.0K | 0.04% | +586+3.3% | Added |
| Novare Capital Management LLC | 18,552 | $880.0K | 0.11% | +200+1.1% | Added |
| Marino, Stram & Associates LLC | 18,589 | $882.0K | 0.31% | +1,801+10.7% | Added |
| CSS LLC | 18,618 | $883.0K | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 18,585 | $887.0K | 0.02% | −186−1.0% | Reduced |
| Copeland Capital Management, LLC | 18,720 | $888.0K | 0.03% | −815−4.2% | Reduced |
| Paradigm Asset Management Co LLC | 18,733 | $888.5K | 0.27% | 00.0% | Unchanged |
| Inverness Counsel LLC | 19,012 | $902.0K | 0.05% | −4,365−18.7% | Reduced |
| Franklin Street Advisors Inc | 19,107 | $906.0K | 0.09% | −155−0.8% | Reduced |
| West Paces Advisors Inc. | 19,173 | $909.4K | 0.31% | −1,244−6.1% | Reduced |
| Investment Management of Virginia LLC | 19,179 | $910.0K | 0.19% | −520−2.6% | Reduced |
| Meridian Wealth Management, LLC | 19,274 | $914.0K | 0.07% | −3,998−17.2% | Reduced |
| Boston Trust Walden Corp | 19,312 | $916.0K | 0.01% | +33+0.2% | Added |
| Bank Ozk | 19,336 | $917.0K | 0.46% | +103+0.5% | Added |
| Pitcairn Co | 19,390 | $920.0K | 0.10% | −748−3.7% | Reduced |
| Sheets Smith Wealth Management | 19,534 | $926.0K | 0.15% | −477−2.4% | Reduced |
| Curated Wealth Partners LLC | 19,597 | $930.0K | 0.27% | +8,456+75.9% | Added |
| Selective Wealth Management, Inc. | 19,724 | $936.0K | 0.33% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 20,743 | $937.6K | 0.20% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 20,131 | $954.0K | 1.06% | +53+0.3% | Added |
| MAS Advisors LLC | 20,178 | $957.0K | 0.87% | −88−0.4% | Reduced |
| Legacy Financial Advisors, Inc. | 20,225 | $959.0K | 0.24% | +224+1.1% | Added |
| Taylor Hoffman Wealth Management | 19,992 | $964.0K | 0.47% | +60.0% | Added |