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 |
|---|---|---|---|---|---|
| Conning Inc. | 11,684 | $554.0K | 0.02% | −97−0.8% | Reduced |
| Sculati Wealth Management, LLC | 11,659 | $553.0K | 0.32% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 11,631 | $552.0K | 0.15% | +425+3.8% | Added |
| ETF Managers Group, LLC | 11,616 | $551.0K | 0.02% | −4,930−29.8% | Reduced |
| Gladstone Institutional Advisory LLC | 11,559 | $548.0K | 0.04% | −3,423−22.8% | Reduced |
| Heron Financial Group, LLC | 11,483 | $545.0K | 0.33% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11,496 | $542.0K | 0.08% | −11−0.1% | Reduced |
| Coastal Investment Advisors, Inc. | 11,227 | $541.0K | 0.13% | +615+5.8% | Added |
| Bremer Bank National Association | 11,341 | $537.0K | 0.10% | −1,821−13.8% | Reduced |
| StoneX Group Inc. | 11,248 | $533.5K | 0.07% | +856+8.2% | 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 |
| McKinley Carter Wealth Services, Inc. | 11,058 | $524.0K | 0.05% | +6,941+168.6% | Added |
| Carolinas Wealth Consulting LLC | 11,009 | $522.0K | 0.13% | +74+0.7% | Added |
| Thompson Investment Management, Inc. | 10,929 | $518.0K | 0.09% | 00.0% | Unchanged |
| MAI Capital Management | 10,908 | $517.0K | 0.01% | −3,162−22.5% | Reduced |
| 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 |
| Qtron Investments LLC | 10,819 | $513.0K | 0.11% | +10,819 | New |
| 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 |
| Oak Associates, Ltd | 10,750 | $510.0K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10,797 | $507.0K | 0.02% | −459−4.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,639 | $505.0K | 0.07% | +1,360+14.7% | Added |
| WealthTrust Axiom LLC | 10,611 | $503.0K | 0.18% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,575 | $502.0K | 0.11% | −204−1.9% | Reduced |
| 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 |
| BT Wealth Management LLC | 10,542 | $500.0K | 0.14% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,392 | $493.0K | 0.22% | +564+5.7% | Added |
| Prospera Financial Services Inc | 10,361 | $492.0K | 0.03% | −13,739−57.0% | Reduced |
| Triad Financial Advisors, Inc. | 10,288 | $488.0K | 0.27% | −613−5.6% | Reduced |
| 180 Wealth Advisors, LLC | 10,077 | $486.0K | 0.12% | +1,162+13.0% | Added |
| Essex Savings Bank | 10,230 | $485.0K | 0.19% | −42−0.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 10,159 | $482.0K | 0.12% | +85+0.8% | Added |
| 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 |
| Capital City Trust Co | 10,103 | $479.0K | 0.16% | −315−3.0% | Reduced |
| Red Cedar Investment Management, LLC | 10,044 | $476.0K | 0.08% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 10,027 | $475.0K | 0.36% | −751−7.0% | Reduced |
| 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 |
| 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 |
| Fortis Advisors, LLC | 9,970 | $473.0K | 0.31% | +5,506+123.3% | Added |
| Guyasuta Investment Advisors Inc | 9,942 | $472.0K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,872 | $468.0K | 0.02% | −1,935−16.4% | Reduced |
| 1st Source Bank | 9,790 | $464.0K | 0.03% | −18−0.2% | Reduced |
| First Commonwealth Financial Corp | 9,720 | $461.0K | 0.17% | +103+1.1% | 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 |
| Aspiriant, LLC | 9,672 | $459.0K | 0.02% | +1,083+12.6% | Added |
| Grant/GrossMendelsohn, LLC | 9,708 | $458.0K | 0.26% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 9,590 | $455.0K | 0.07% | +500+5.5% | Added |
| Main Street Financial Solutions, LLC | 9,581 | $454.0K | 0.06% | −123−1.3% | Reduced |
| Belpointe Asset Management LLC | 9,544 | $453.0K | 0.03% | +1,868+24.3% | 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 |
| 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 |
| 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 |
| Peoples Bank | 9,365 | $444.0K | 0.27% | +100+1.1% | Added |
| Ferguson Shapiro LLC | 9,355 | $444.0K | 0.28% | +9,355 | New |
| Montchanin Asset Management, LLC | 9,345 | $443.0K | 0.61% | +9,345 | 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 |
| 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 |
| NFP Retirement, Inc. | 9,283 | $440.3K | 0.11% | +7+0.1% | Added |
| Mill Capital Management, LLC | 9,234 | $438.0K | 0.05% | +2,630+39.8% | 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 |
| SRS Capital Advisors, Inc. | 9,183 | $436.0K | 0.07% | +10.0% | Added |
| Simon Quick Advisors, LLC | 8,663 | $434.0K | 0.06% | −446−4.9% | Reduced |
| Symmetry Partners, LLC | 9,132 | $433.0K | 0.03% | 00.0% | Unchanged |
| Parthenon LLC | 9,112 | $432.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| 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 |
| Zeke Capital Advisors, LLC | 9,027 | $428.0K | 0.03% | −105−1.1% | Reduced |
| Evermay Wealth Management LLC | 8,973 | $426.0K | 0.08% | −81−0.9% | Reduced |
| Woodward Diversified Capital, LLC | 8,941 | $424.0K | 0.32% | +952+11.9% | Added |
| Sentry Investment Management LLC | 8,909 | $423.0K | 0.19% | −1,735−16.3% | Reduced |
| Center For Asset Management LLC | 8,892 | $422.0K | 0.39% | +8,892 | New |
| Quadrant Capital Group LLC | 8,854 | $420.0K | 0.06% | +919+11.6% | Added |
| Mountain Pacific Investment Advisers Inc | 8,842 | $419.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |