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 |
|---|---|---|---|---|---|
| Graypoint LLC | 8,701 | $413.0K | 0.05% | +1,163+15.4% | Added |
| Prelude Capital Management, LLC | 8,603 | $408.0K | 0.02% | +8,603 | New |
| Brown Advisory Securities, LLC | 8,658 | $407.0K | 0.38% | −1,800−17.2% | Reduced |
| Collective Family Office LLC | 8,518 | $404.0K | 0.17% | −26−0.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,514 | $403.0K | 0.22% | +63+0.7% | Added |
| Cobblestone Capital Advisors LLC | 8,457 | $401.0K | 0.03% | +990+13.3% | Added |
| Rollins Financial | 8,429 | $400.0K | 0.14% | +4,878+137.4% | Added |
| Sargent Bickham Lagudis LLC | 8,413 | $399.0K | 0.03% | −729−8.0% | Reduced |
| 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 |
| 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 |
| NewSquare Capital LLC | 8,357 | $396.0K | 0.05% | 00.0% | Unchanged |
| Family Firm, Inc. | 8,287 | $393.0K | 0.12% | +8,287 | New |
| Gateway Investment Advisers LLC | 8,263 | $392.0K | 0.00% | +32+0.4% | Added |
| Evergreen Capital Management LLC | 8,223 | $390.0K | 0.02% | +231+2.9% | Added |
| Birmingham Capital Management Co Inc | 8,209 | $389.0K | 0.16% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 8,156 | $387.0K | 0.11% | −336−4.0% | Reduced |
| 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 |
| Xcel Wealth Management, LLC | 8,122 | $385.0K | 0.14% | +10.0% | Added |
| Madison Wealth Management | 8,089 | $384.0K | 0.09% | +101+1.3% | Added |
| 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 |
| 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 |
| EPG Wealth Management LLC | 7,965 | $378.0K | 0.16% | +7,965 | New |
| Almanack Investment Partners, LLC. | 7,929 | $376.0K | 0.04% | +4,000+101.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,885 | $374.0K | 0.07% | −2,053−20.7% | Reduced |
| 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 |
| ASB Consultores, LLC | 7,777 | $369.0K | 0.16% | +1,594+25.8% | 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 |
| 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 |
| Systematic Financial Management LP | 7,659 | $363.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Eagle Harbor Asset Management Inc | 7,591 | $360.0K | 0.56% | +1,692+28.7% | Added |
| Fieldpoint Private Securities, LLC | 7,562 | $359.0K | 0.10% | +317+4.4% | Added |
| Arete Wealth Advisors, LLC | 7,548 | $358.0K | 0.04% | +484+6.9% | Added |
| Day & Ennis, LLC | 7,496 | $356.0K | 0.13% | −39−0.5% | Reduced |
| Blueshift Asset Management, LLC | 7,479 | $355.0K | 0.06% | −124,235−94.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,449 | $353.0K | 0.03% | +7,449 | New |
| Valmark Advisers, Inc. | 7,385 | $350.0K | 0.01% | −47−0.6% | Reduced |
| ACG Wealth | 7,356 | $349.0K | 0.07% | +184+2.6% | Added |
| Riverview Trust Co | 7,367 | $349.0K | 0.30% | +1,252+20.5% | Added |
| Washington Capital Management Inc | 7,321 | $347.2K | 0.33% | 00.0% | Unchanged |
| Smithfield Trust Co | 7,255 | $346.0K | 0.02% | +10+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 7,272 | $345.0K | 0.02% | −279−3.7% | Reduced |
| Stony Point Wealth Management Inc. | 7,274 | $345.0K | 0.23% | +382+5.5% | Added |
| Western Wealth Management, LLC | 7,229 | $344.0K | 0.02% | −5−0.1% | Reduced |
| Personal Capital Advisors Corp | 7,211 | $342.0K | 0.00% | −1,173−14.0% | Reduced |
| Family Legacy, Inc. | 7,245 | $342.0K | 0.16% | 00.0% | Unchanged |
| Montecito Bank & Trust | 7,196 | $341.0K | 0.08% | −900−11.1% | Reduced |
| Lafayette Investments, Inc. | 7,145 | $339.0K | 0.10% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 7,143 | $338.8K | 0.16% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 7,081 | $336.0K | 0.12% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,058 | $335.0K | 0.01% | +2,208+45.5% | Added |
| Aua Capital Management, LLC | 7,011 | $333.0K | 0.19% | +26+0.4% | Added |
| Titleist Asset Management, Ltd. | 6,996 | $332.0K | 0.08% | −354−4.8% | Reduced |
| Lake Street Financial LLC | 6,954 | $330.0K | 0.07% | −4,382−38.7% | Reduced |
| ARGI Investment Services, LLC | 6,886 | $327.0K | 0.01% | +1,741+33.8% | Added |
| Tobam | 6,867 | $326.0K | 0.02% | +3,735+119.3% | Added |
| LMCG Investments, LLC | 6,843 | $325.0K | 0.02% | −449−6.2% | Reduced |
| Columbia Trust Co 01012016 | 6,849 | $325.0K | 0.17% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,841 | $324.0K | 0.06% | −2,853−29.4% | Reduced |
| Millennium Capital Advisors, LLC | 6,800 | $322.5K | 0.32% | −1,100−13.9% | Reduced |
| Simplex Trading, LLC | 6,790 | $322.0K | 0.01% | −30,798−81.9% | Reduced |
| Ballew Advisors, Inc | 7,127 | $322.0K | 0.29% | 00.0% | Unchanged |
| Carson Advisory Inc. | 6,754 | $320.0K | 0.36% | +200+3.1% | Added |
| Ellevest, Inc. | 6,725 | $319.0K | 0.03% | −485−6.7% | Reduced |
| 1620 Investment Advisors, Inc. | 6,736 | $319.0K | 0.44% | +216+3.3% | Added |
| Sound View Wealth Advisors Group, LLC | 6,721 | $319.0K | 0.07% | +497+8.0% | Added |
| Fukoku Mutual Life Insurance Co | 6,710 | $318.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 6,677 | $317.0K | 0.05% | +2,414+56.6% | Added |
| Veracity Capital LLC | 6,631 | $315.0K | 0.17% | +314+5.0% | Added |
| TrueWealth Advisors, LLC | 6,636 | $315.0K | 0.15% | +2,941+79.6% | Added |
| DRW Securities, LLC | 6,623 | $314.0K | 0.08% | +6,623 | New |
| Hamilton Capital, LLC | 6,602 | $313.0K | 0.02% | +555+9.2% | Added |
| Benin Management CORP | 6,548 | $311.0K | 0.12% | −30−0.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,559 | $311.0K | 0.31% | +165+2.6% | Added |
| Silver Oak Securities, Inc | 6,434 | $311.0K | 0.07% | +314+5.1% | Added |
| Jackson Square Capital, LLC | 6,542 | $310.0K | 0.13% | −4,442−40.4% | Reduced |
| TCWP LLC | 6,537 | $310.0K | 0.07% | −629−8.8% | Reduced |
| H. L. Ormond & Company, LLC | 6,506 | $309.0K | 0.50% | −1,019−13.5% | Reduced |
| First Foundation Advisors | 6,487 | $308.0K | 0.01% | −693−9.7% | Reduced |
| Horizon Financial Services, LLC | 6,494 | $308.0K | 0.24% | 00.0% | Unchanged |
| Mendel Money Management | 6,482 | $307.0K | 0.18% | −145−2.2% | Reduced |
| Occidental Asset Management, LLC | 6,467 | $307.0K | 0.09% | 00.0% | Unchanged |
| Country Club Bank | 6,400 | $304.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 6,402 | $304.0K | 0.03% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 6,385 | $303.0K | 0.19% | −1,110−14.8% | Reduced |
| Centennial Wealth Advisory LLC | 6,392 | $303.0K | 0.17% | +2,219+53.2% | Added |
| IFG Advisory, LLC | 6,372 | $302.0K | 0.03% | −57−0.9% | Reduced |
| Quantinno Capital Management LP | 6,343 | $301.0K | 0.04% | +1,913+43.2% | Added |