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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 6,302 | $300.0K | 0.07% | −5,439−46.3% | Reduced |
| WealthShield Partners, LLC | 6,315 | $300.0K | 0.06% | −94−1.5% | Reduced |
| Emfo, LLC | 6,315 | $300.0K | 0.30% | 00.0% | Unchanged |
| Doyle Wealth Management | 6,296 | $299.0K | 0.02% | −124−1.9% | Reduced |
| Central Bank & Trust Co | 6,300 | $299.0K | 0.06% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,288 | $298.0K | 0.01% | +1,301+26.1% | Added |
| Glen Eagle Advisors, LLC | 6,270 | $297.4K | 0.08% | +140+2.3% | Added |
| Goepper Burkhardt LLC | 6,261 | $297.0K | 0.21% | −525−7.7% | Reduced |
| Deseret Mutual Benefit Administrators | 6,240 | $296.0K | 0.07% | +449+7.8% | Added |
| Connors Investor Services Inc | 6,220 | $295.0K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 6,215 | $295.0K | 0.11% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,180 | $293.0K | 0.09% | −125−2.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,172 | $293.0K | 0.15% | −17−0.3% | Reduced |
| 55I, LLC | 6,174 | $293.0K | 0.01% | +6,174 | New |
| Great Valley Advisor Group, Inc. | 6,164 | $293.0K | 0.02% | +6,164 | New |
| Ameritas Advisory Services, LLC | 6,124 | $290.0K | 0.02% | +345+6.0% | Added |
| Federation des caisses Desjardins du Quebec | 6,103 | $289.5K | 0.00% | +3,264+115.0% | Added |
| HHM Wealth Advisors, LLC | 6,069 | $288.0K | 0.07% | +384+6.8% | Added |
| Tandem Capital Management Corp | 6,072 | $288.0K | 0.23% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6,052 | $287.0K | 0.10% | +191+3.3% | Added |
| Sage Mountain Advisors LLC | 5,984 | $284.0K | 0.05% | +118+2.0% | Added |
| Meridian Financial Partners LLC | 5,738 | $284.0K | 0.19% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 5,955 | $282.0K | 0.06% | −64,557−91.6% | Reduced |
| Bristlecone Advisors, LLC | 5,934 | $281.0K | 0.03% | +130+2.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,917 | $281.0K | 0.06% | +1,101+22.9% | Added |
| Two Sigma Securities, LLC | 5,881 | $279.0K | 0.05% | −4,051−40.8% | Reduced |
| CVA Family Office, LLC | 5,885 | $279.0K | 0.08% | −1,650−21.9% | Reduced |
| Barings LLC | 5,877 | $279.0K | 0.01% | −361−5.8% | Reduced |
| Boltwood Capital Management | 5,890 | $279.0K | 0.12% | +5,890 | New |
| AdvisorNet Financial, Inc | 5,854 | $278.0K | 0.03% | +235+4.2% | Added |
| Quadrant Private Wealth Management, LLC | 5,826 | $276.0K | 0.11% | −136−2.3% | Reduced |
| AIA Group Ltd | 5,822 | $276.0K | 0.01% | +4,392+307.1% | Added |
| Andesa Financial Management Inc. | 5,774 | $274.0K | 0.17% | −1,925−25.0% | Reduced |
| Strategic Wealth Designers | 5,734 | $272.0K | 0.07% | +980+20.6% | Added |
| Keudell/Morrison Wealth Management | 5,726 | $272.0K | 0.10% | +2,197+62.3% | Added |
| Second Half Financial Partners, LLC | 4,638 | $270.0K | 0.22% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,637 | $267.0K | 0.07% | +1,628+40.6% | Added |
| TrinityPoint Wealth, LLC | 5,601 | $266.0K | 0.06% | −101−1.8% | Reduced |
| LWM Advisory Services, LLC | 5,613 | $266.0K | 0.32% | +721+14.7% | Added |
| Evercore Wealth Management, LLC | 5,580 | $265.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,595 | $265.0K | 0.13% | +500+9.8% | Added |
| Hartford Financial Management Inc. | 5,549 | $263.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 5,521 | $261.9K | 0.07% | −102−1.8% | Reduced |
| PBMares Wealth Management LLC | 5,476 | $260.0K | 0.11% | +50+0.9% | Added |
| Putnam Investments LLC | 5,425 | $257.0K | 0.00% | −43−0.8% | Reduced |
| BBR Partners, LLC | 5,422 | $257.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,408 | $257.0K | 0.03% | +813+17.7% | Added |
| Aviance Capital Partners, LLC | 5,400 | $256.0K | 0.06% | +20.0% | Added |
| Arlington Financial Advisors, LLC | 5,400 | $256.0K | 0.12% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 5,375 | $255.0K | 0.20% | +52+1.0% | Added |
| SevenBridge Financial Group, LLC | 5,339 | $253.0K | 0.10% | −112−2.1% | Reduced |
| Patriot Investment Management Inc. | 5,338 | $253.0K | 0.02% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 5,332 | $252.0K | 0.18% | −1,080−16.8% | Reduced |
| M. Kulyk & Associates, LLC | 5,310 | $252.0K | 0.08% | −20−0.4% | Reduced |
| Bridgefront Capital, LLC | 5,305 | $252.0K | 0.28% | +5,305 | New |
| New Jersey Better Educational Savings Trust | 5,292 | $251.0K | 0.79% | 00.0% | Unchanged |
| Independent Investors Inc | 5,269 | $250.0K | 0.07% | −388−6.9% | Reduced |
| CoreCap Advisors, LLC | 5,259 | $249.0K | 0.02% | −595−10.2% | Reduced |
| White Pine Capital LLC | 5,250 | $249.0K | 0.10% | −200−3.7% | Reduced |
| Glassman Wealth Services | 5,231 | $248.0K | 0.05% | +485+10.2% | Added |
| Meyer Handelman Co | 5,200 | $247.0K | 0.01% | 00.0% | Unchanged |
| Single Point Partners, LLC | 5,197 | $246.0K | 0.07% | −130−2.4% | Reduced |
| SC&H Financial Advisors, Inc. | 5,183 | $246.0K | 0.11% | 00.0% | Unchanged |
| HC Advisors, LLC | 5,167 | $245.0K | 0.17% | +4+0.1% | Added |
| Maven Securities LTD | 5,143 | $244.0K | 0.04% | −8,039−61.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,141 | $244.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,154 | $244.0K | 0.04% | +98+1.9% | Added |
| Sutton Wealth Advisors Inc. | 5,135 | $243.6K | 0.10% | +70+1.4% | Added |
| Alliance Wealth Advisors, LLC | 5,120 | $243.0K | 0.21% | −282−5.2% | Reduced |
| Buckley Wealth Management, LLC | 5,105 | $242.0K | 0.08% | −18−0.4% | Reduced |
| Perigon Wealth Management, LLC | 5,097 | $242.0K | 0.02% | +1,056+26.1% | Added |
| Lindbrook Capital, LLC | 5,072 | $241.0K | 0.04% | −1,398−21.6% | Reduced |
| AlphaMark Advisors, LLC | 5,081 | $241.0K | 0.11% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,069 | $240.0K | 0.17% | +5+0.1% | Added |
| Twin Focus Capital Partners, LLC | 5,058 | $240.0K | 0.05% | +491+10.8% | Added |
| SPC Financial, Inc. | 5,050 | $240.0K | 0.03% | +600+13.5% | Added |
| Oakworth Capital, Inc. | 5,036 | $239.0K | 0.02% | −812−13.9% | Reduced |
| Insight Advisors, LLC | 4,776 | $235.0K | 0.08% | −934−16.4% | Reduced |
| Wedmont Private Capital | 4,927 | $234.0K | 0.05% | −1,498−23.3% | Reduced |
| Ergoteles LLC | 4,928 | $234.0K | 0.01% | +4,928 | New |
| TD Waterhouse Canada Inc. | 4,911 | $233.2K | 0.00% | +294+6.4% | Added |
| Stewardship Advisors, LLC | 4,909 | $233.0K | 0.10% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 4,915 | $233.0K | 0.16% | +20.0% | Added |
| Tocqueville Asset Management L.P. | 4,869 | $231.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 211,376 | $231.0K | 0.04% | −15,668−6.9% | Reduced |
| Exchange Traded Concepts, LLC | 4,844 | $230.0K | 0.01% | −535−9.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4,833 | $229.0K | 0.01% | −2,466−33.8% | Reduced |
| FineMark National Bank & Trust | 4,822 | $229.0K | 0.01% | −566−10.5% | Reduced |
| Foundations Investment Advisors, LLC | 4,809 | $229.0K | 0.01% | +4,809 | New |
| Eagle Capital Management, LLC | 4,798 | $228.0K | 0.14% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 4,799 | $228.0K | 0.19% | +4,799 | New |
| KCM Investment Advisors LLC | 4,791 | $227.0K | 0.01% | +995+26.2% | Added |
| Norris Perne & French LLP | 4,767 | $226.0K | 0.02% | +199+4.4% | Added |
| Capital Square, LLC | 4,780 | $226.0K | 0.19% | +950+24.8% | Added |
| Morris Financial Concepts, Inc. | 4,753 | $225.0K | 0.21% | 00.0% | Unchanged |
| Excalibur Management Corp | 4,726 | $224.0K | 0.12% | −70−1.5% | Reduced |
| XML Financial, LLC | 4,712 | $223.0K | 0.05% | −103,597−95.6% | Reduced |
| Alaethes Wealth LLC | 4,700 | $223.0K | 0.17% | −243−4.9% | Reduced |
| Drive Wealth Management, LLC | 4,695 | $223.0K | 0.20% | +926+24.6% | Added |
| Prio Wealth Limited Partnership | 4,691 | $222.5K | 0.01% | 00.0% | Unchanged |