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 |
|---|---|---|---|---|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,345 | $965.0K | 0.51% | −1,350−6.2% | Reduced |
| Greenspring Advisors, LLC | 20,358 | $966.0K | 0.28% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 20,400 | $968.0K | 0.01% | +20,400 | New |
| GW Henssler & Associates Ltd | 20,444 | $970.0K | 0.07% | −578,493−96.6% | Reduced |
| Woodmont Investment Counsel LLC | 20,506 | $973.0K | 0.12% | +560+2.8% | Added |
| Shepherd Financial Partners LLC | 20,642 | $979.0K | 0.19% | +2,192+11.9% | Added |
| Industrial Alliance Investment Management Inc. | 20,706 | $982.0K | 0.03% | −1,288−5.9% | Reduced |
| Jacobi Capital Management LLC | 20,727 | $983.0K | 0.13% | +646+3.2% | Added |
| Mutual Advisors, LLC | 20,799 | $986.0K | 0.07% | −1,082−4.9% | Reduced |
| Summit Financial Group Inc | 20,914 | $992.0K | 0.38% | 00.0% | Unchanged |
| Simmons Bank | 20,959 | $994.0K | 0.09% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 21,163 | $1.00M | 0.42% | −346−1.6% | Reduced |
| BHK Investment Advisors, LLC | 21,237 | $1.01M | 0.45% | +4,650+28.0% | Added |
| Laurel Wealth Advisors, Inc. | 21,268 | $1.01M | 0.10% | −860−3.9% | Reduced |
| Clearstead Advisors, LLC | 21,305 | $1.01M | 0.08% | −915−4.1% | Reduced |
| National Asset Management, Inc. | 21,419 | $1.02M | 0.04% | −7,396−25.7% | Reduced |
| Stratos Wealth Advisors, LLC | 21,469 | $1.02M | 0.09% | +200+0.9% | Added |
| Mission Creek Capital Partners, Inc. | 21,529 | $1.02M | 0.34% | −481−2.2% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 21,637 | $1.03M | 0.45% | +2,403+12.5% | Added |
| GoalVest Advisory LLC | 21,088 | $1.03M | 0.65% | +21,074+150,528.6% | Added |
| LSV Asset Management | 21,700 | $1.03M | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 21,714 | $1.03M | 0.04% | −9,446−30.3% | Reduced |
| Nicolet Bankshares Inc | 21,735 | $1.03M | 0.27% | +2,678+14.1% | Added |
| V Wealth Advisors LLC | 21,771 | $1.03M | 0.19% | +11,634+114.8% | Added |
| Searle & Co. | 21,935 | $1.04M | 0.41% | −115−0.5% | Reduced |
| Veriti Management LLC | 21,993 | $1.04M | 0.15% | −3,084−12.3% | Reduced |
| American Trust | 22,197 | $1.05M | 0.09% | −2,220−9.1% | Reduced |
| Aprio Wealth Management, LLC | 22,223 | $1.05M | 0.42% | +180+0.8% | Added |
| Loudon Investment Management, LLC | 22,271 | $1.06M | 0.79% | +9,645+76.4% | Added |
| Allworth Financial LP | 22,297 | $1.06M | 0.01% | +19,447+682.4% | Added |
| Vontobel Holding Ltd. | 22,367 | $1.06M | 0.01% | −584−2.5% | Reduced |
| EP Wealth Advisors, LLC | 22,524 | $1.07M | 0.02% | +2,689+13.6% | Added |
| Voya Financial Advisors, Inc. | 22,593 | $1.07M | 0.13% | +4,699+26.3% | Added |
| Widmann Financial Services, Inc. | 22,625 | $1.07M | 1.11% | +453+2.0% | Added |
| Metis Global Partners, LLC | 22,810 | $1.08M | 0.17% | +1,721+8.2% | Added |
| Wealthspire Advisors, LLC | 22,850 | $1.08M | 0.02% | −649−2.8% | Reduced |
| Norris Financial Group, LLC | 22,993 | $1.09M | 0.88% | +22,993 | New |
| Dynamic Advisor Solutions LLC | 23,129 | $1.10M | 0.08% | +323+1.4% | Added |
| Certified Advisory Corp | 23,185 | $1.10M | 0.25% | −484−2.0% | Reduced |
| Sawtooth Solutions, LLC | 23,378 | $1.11M | 0.14% | +4,043+20.9% | Added |
| Spire Wealth Management | 23,495 | $1.11M | 0.05% | −13,634−36.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 23,487 | $1.11M | 0.13% | +100+0.4% | Added |
| Csenge Advisory Group | 23,610 | $1.12M | 0.09% | +2,663+12.7% | Added |
| Berkeley Capital Partners, LLC | 23,792 | $1.13M | 0.47% | +5,560+30.5% | Added |
| True North Advisors, LLC | 23,823 | $1.13M | 0.35% | −3,228−11.9% | Reduced |
| Partners in Financial Planning | 23,593 | $1.14M | 0.36% | −1,806−7.1% | Reduced |
| Financial Advisory Partners, LLC | 24,180 | $1.15M | 0.47% | +24,180 | New |
| Meeder Asset Management Inc | 24,185 | $1.15M | 0.07% | +2,573+11.9% | Added |
| Sumitomo Life Insurance Co | 24,254 | $1.15M | 0.03% | +418+1.8% | Added |
| Tiaa, FSB | 24,358 | $1.16M | 0.00% | −7,924−24.5% | Reduced |
| Princeton Global Asset Management LLC | 24,405 | $1.16M | 0.37% | +460+1.9% | Added |
| Beacon Pointe Advisors, LLC | 24,614 | $1.17M | 0.02% | −34,065−58.1% | Reduced |
| Profund Advisors LLC | 24,629 | $1.17M | 0.07% | −9,961−28.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 24,699 | $1.17M | 0.31% | +24,699 | New |
| Aull & Monroe Investment Management Corp | 24,902 | $1.18M | 0.60% | −102−0.4% | Reduced |
| Ballast, Inc. | 25,013 | $1.19M | 0.55% | +2,155+9.4% | Added |
| Bessemer Securities LLC | 25,096 | $1.19M | 0.42% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 25,236 | $1.20M | 0.00% | −160−0.6% | Reduced |
| Winton Group Ltd | 25,258 | $1.20M | 0.06% | +25,258 | New |
| Atria Wealth Solutions, Inc. | 25,534 | $1.21M | 0.02% | +3,611+16.5% | Added |
| Wetherby Asset Management Inc | 25,545 | $1.21M | 0.08% | +1,908+8.1% | Added |
| CAPROCK Group, Inc. | 25,580 | $1.21M | 0.12% | +2,008+8.5% | Added |
| Brighton Jones LLC | 25,565 | $1.21M | 0.07% | +7,967+45.3% | Added |
| Banque Cantonale Vaudoise | 25,600 | $1.21M | 0.06% | −5,400−17.4% | Reduced |
| Founders Financial Alliance, LLC | 25,639 | $1.22M | 0.62% | −3,366−11.6% | Reduced |
| Monument Capital Management | 25,649 | $1.22M | 0.46% | −16,425−39.0% | Reduced |
| Moneta Group Investment Advisors LLC | 25,659 | $1.22M | 0.04% | −1,449−5.3% | Reduced |
| Wealthcare Advisory Partners LLC | 25,758 | $1.22M | 0.07% | −264−1.0% | Reduced |
| RBF Capital, LLC | 25,900 | $1.23M | 0.09% | 00.0% | Unchanged |
| Game Creek Capital, LP | 26,000 | $1.23M | 0.79% | −3,250−11.1% | Reduced |
| Blue Chip Partners, Inc. | 26,001 | $1.23M | 0.16% | −3,117−10.7% | Reduced |
| Hancock Whitney Corp | 26,323 | $1.25M | 0.05% | +13,640+107.5% | Added |
| Investors Research Corp | 26,382 | $1.25M | 0.38% | 00.0% | Unchanged |
| HNP Capital LLC | 26,561 | $1.26M | 0.35% | −314−1.2% | Reduced |
| Van Leeuwen & Company, LLC | 26,636 | $1.26M | 1.06% | +57+0.2% | Added |
| We Are One Seven, LLC | 26,650 | $1.26M | 0.17% | +2,527+10.5% | Added |
| Wealth Alliance | 26,731 | $1.27M | 0.24% | +2,868+12.0% | Added |
| Wolverine Trading, LLC | 26,818 | $1.27M | 0.04% | +12,953+93.4% | Added |
| Truepoint, Inc. | 26,798 | $1.27M | 0.07% | +26,798 | New |
| Panagora Asset Management Inc | 26,890 | $1.27M | 0.01% | +525+2.0% | Added |
| Man Group plc | – | $1.28M | 0.01% | – | – |
| Dean Investment Associates, LLC | 27,055 | $1.28M | 0.25% | −1,583−5.5% | Reduced |
| Seeyond | 27,069 | $1.28M | 0.15% | +4,730+21.2% | Added |
| Jaffetilchin Investment Partners, LLC | 27,082 | $1.28M | 0.15% | −197−0.7% | Reduced |
| Investors Asset Management of Georgia Inc | 27,093 | $1.28M | 0.67% | −134−0.5% | Reduced |
| First Eagle Investment Management, LLC | 27,175 | $1.29M | 0.00% | +8,005+41.8% | Added |
| Waldron Private Wealth LLC | 27,293 | $1.29M | 0.07% | −213−0.8% | Reduced |
| Empirical Finance, LLC | 27,278 | $1.29M | 0.16% | +1,431+5.5% | Added |
| Capital Asset Advisory Services LLC | 27,303 | $1.29M | 0.14% | +21+0.1% | Added |
| Pettee Investors, Inc. | 27,439 | $1.30M | 0.65% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 27,604 | $1.31M | 0.01% | −68,318−71.2% | Reduced |
| Glenview Trust Co | 27,773 | $1.32M | 0.05% | −2,278−7.6% | Reduced |
| MTM Investment Management, LLC | 27,351 | $1.32M | 0.71% | +100.0% | Added |
| Vident Investment Advisory, LLC | 27,736 | $1.32M | 0.04% | +9,047+48.4% | Added |
| Park Avenue Securities LLC | 27,833 | $1.32M | 0.03% | +4,154+17.5% | Added |
| Ally Financial Inc. | 28,000 | $1.33M | 0.18% | 00.0% | Unchanged |
| RFG Advisory, LLC | 26,588 | $1.33M | 0.08% | +2,671+11.2% | Added |
| Kinneret Advisory, LLC | 28,455 | $1.35M | 0.18% | +602+2.2% | Added |
| Davis Selected Advisers | 28,518 | $1.35M | 0.01% | −1,800−5.9% | Reduced |
| Hills Bank & Trust Co | 28,530 | $1.35M | 0.22% | +2,070+7.8% | Added |