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 |
|---|---|---|---|---|---|
| Home Federal Bank of Tennessee | 4,661 | $221.0K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Group | 4,658 | $221.0K | 0.04% | +194+4.3% | Added |
| Intersect Capital LLC | 4,652 | $221.0K | 0.07% | +376+8.8% | Added |
| Carderock Capital Management Inc | 4,637 | $220.0K | 0.09% | −200−4.1% | Reduced |
| Ritholtz Wealth Management | 4,623 | $219.0K | 0.01% | −2,307−33.3% | Reduced |
| M Holdings Securities, Inc. | 4,618 | $219.0K | 0.02% | +5+0.1% | Added |
| Stillwater Investment Management, LLC | 4,625 | $219.0K | 0.06% | +46+1.0% | Added |
| NTB Financial Corp | 4,586 | $218.0K | 0.18% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 4,583 | $217.4K | 0.16% | +423+10.2% | Added |
| Intercontinental Wealth Advisors, LLC | 4,580 | $217.0K | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,568 | $217.0K | 0.00% | +335+7.9% | Added |
| Fulton Breakefield Broenniman LLC | 4,550 | $216.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,558 | $216.0K | 0.01% | +4,558 | New |
| Johnson Investment Counsel Inc | 4,531 | $215.0K | 0.00% | +348+8.3% | Added |
| Gryphon Financial Partners LLC | 4,530 | $214.0K | 0.05% | +4,530 | New |
| Penobscot Investment Management Company, Inc. | 4,500 | $213.0K | 0.04% | −650−12.6% | Reduced |
| Riverwater Partners LLC | 4,489 | $213.0K | 0.21% | +4,489 | New |
| CIBC World Markets Inc. | 4,471 | $212.0K | 0.00% | −3,456−43.6% | Reduced |
| Meridian Wealth Partners, LLC | 4,471 | $212.0K | 0.05% | +705+18.7% | Added |
| Sender Co & Partners, Inc. | 4,463 | $212.0K | 1.80% | +4,463 | New |
| Wellington Shields & Co., LLC | 4,455 | $211.0K | 0.05% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 4,419 | $210.0K | 0.32% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 4,401 | $209.0K | 0.04% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 4,248 | $209.0K | 0.32% | 00.0% | Unchanged |
| Capital Management Corp | 4,400 | $209.0K | 0.05% | +200+4.8% | Added |
| Klingman & Associates, LLC | 4,360 | $207.0K | 0.02% | −74−1.7% | Reduced |
| Paragon Capital Management Ltd | 4,357 | $207.0K | 0.06% | +763+21.2% | Added |
| Rock Point Advisors, LLC | 4,350 | $206.0K | 0.07% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 4,334 | $206.0K | 0.03% | +170+4.1% | Added |
| ERTS Wealth Advisors, LLC | 4,323 | $205.0K | 0.06% | +77+1.8% | Added |
| Kowal Investment Group, LLC | 4,313 | $205.0K | 0.07% | +4,313 | New |
| First Command Bank | 4,298 | $204.0K | 0.03% | −305−6.6% | Reduced |
| First Command Financial Services, Inc. | 4,298 | $204.0K | 0.03% | −305−6.6% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,291 | $204.0K | 0.10% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 4,304 | $204.0K | 0.16% | +4,304 | New |
| Tiemann Investment Advisors, LLC | 4,286 | $203.0K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 4,284 | $203.0K | 0.07% | +393+10.1% | Added |
| Truadvice, LLC | 4,105 | $202.0K | 0.11% | −32−0.8% | Reduced |
| Lloyd Advisory Services, LLC. | 4,263 | $201.0K | 0.16% | +1,805+73.4% | Added |
| Ashton Thomas Private Wealth, LLC | 4,230 | $200.6K | 0.02% | +505+13.6% | Added |
| Hudock, Inc. | 4,216 | $199.0K | 0.07% | +23+0.5% | Added |
| MV Capital Management, Inc. | 4,184 | $198.0K | 0.03% | −81−1.9% | Reduced |
| M&R Capital Management Inc | 4,041 | $191.0K | 0.05% | +21+0.5% | Added |
| DuPont Capital Management Corp | 4,006 | $190.0K | 0.01% | −1,107−21.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,000 | $190.0K | 0.05% | +4,000 | New |
| Pittenger & Anderson Inc | 3,970 | $188.0K | 0.01% | 00.0% | Unchanged |
| QVR LLC | 3,940 | $187.0K | 0.15% | −1,807−31.4% | Reduced |
| Desjardins Global Asset Management Inc. | 3,916 | $185.0K | 0.02% | −201−4.9% | Reduced |
| Raffa Wealth Management, LLC | 3,889 | $184.5K | 0.08% | −519−11.8% | Reduced |
| Johnson Financial Group, Inc. | 3,850 | $183.0K | 0.01% | −601−13.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,842 | $182.0K | 0.10% | 00.0% | Unchanged |
| Bollard Group LLC | 3,822 | $181.0K | 0.01% | +37+1.0% | Added |
| Cambridge Trust Co | 3,786 | $180.0K | 0.01% | −958−20.2% | Reduced |
| Lansing Street Advisors | 3,781 | $179.0K | 0.14% | −3,019−44.4% | Reduced |
| Private Capital Group, LLC | 3,780 | $179.0K | 0.13% | −229−5.7% | Reduced |
| MayTech Global Investments, LLC | 3,706 | $176.0K | 0.06% | 00.0% | Unchanged |
| United Community Bank | 3,610 | $171.2K | 0.18% | +265+7.9% | Added |
| Payden & Rygel | 3,600 | $171.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,518 | $167.0K | 0.03% | +3,311+1,599.5% | Added |
| Prestige Wealth Management Group LLC | 3,383 | $161.0K | 0.04% | +3,089+1,050.7% | Added |
| Creative Financial Designs Inc | 3,332 | $158.0K | 0.03% | +127+4.0% | Added |
| Washington Trust Advisors, Inc. | 3,166 | $150.0K | 0.01% | −93−2.9% | Reduced |
| FourThought Financial, LLC | 3,113 | $148.0K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3,050 | $145.0K | 0.14% | +24+0.8% | Added |
| KB Financial Partners, LLC | 3,030 | $144.0K | 0.05% | −510−14.4% | Reduced |
| Bank of New Hampshire | 3,014 | $143.0K | 0.04% | +374+14.2% | Added |
| Tompkins Financial Corp | 3,005 | $143.0K | 0.02% | +1,000+49.9% | Added |
| Clear Street Markets LLC | 2,984 | $142.0K | 0.05% | +2,237+299.5% | Added |
| Proffitt & Goodson Inc | 2,958 | $140.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,889 | $137.0K | 0.02% | −114−3.8% | Reduced |
| Clear Investment Research, LLC | 2,837 | $135.0K | 0.30% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,802 | $133.0K | 0.01% | −163−5.5% | Reduced |
| Larson Financial Group LLC | 2,762 | $131.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,687 | $127.0K | 0.03% | +17+0.6% | Added |
| JJJ Advisors Inc. | 2,410 | $122.0K | 0.04% | −4−0.2% | Reduced |
| CX Institutional | 2,556 | $121.0K | 0.01% | −1,041−28.9% | Reduced |
| Gables Capital Management Inc. | 2,531 | $120.0K | 0.09% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,335 | $111.0K | 0.07% | +960+69.8% | Added |
| Quent Capital, LLC | 2,293 | $109.0K | 0.02% | +183+8.7% | Added |
| Aspire Private Capital, LLC | 2,252 | $107.0K | 0.04% | +73+3.4% | Added |
| Zullo Investment Group, Inc. | 2,231 | $106.0K | 0.07% | −29−1.3% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $103.0K | 0.07% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2,017 | $96.0K | 0.05% | +54+2.8% | Added |
| IMA Wealth, Inc. | 1,961 | $93.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 1,904 | $90.0K | 0.03% | +124+7.0% | Added |
| Covestor Ltd | 1,870 | $89.0K | 0.07% | +394+26.7% | Added |
| Atlantic Trust, LLC | 1,846 | $88.0K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,830 | $87.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,850 | $87.0K | 0.01% | +2+0.1% | Added |
| Castle Wealth Management LLC | 1,815 | $86.0K | 0.05% | +1,815 | New |
| TCI Wealth Advisors, Inc. | 1,794 | $85.0K | 0.01% | −27−1.5% | Reduced |
| MUFG Americas Holdings Corp | 1,802 | $85.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,783 | $85.0K | 0.00% | +758+74.0% | Added |
| Stephens Consulting, LLC | 1,740 | $82.5K | 0.07% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,692 | $80.0K | 0.04% | −44−2.5% | Reduced |
| Arrow Financial Corp | 1,625 | $77.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,532 | $72.7K | 0.03% | 00.0% | Unchanged |
| American National Bank | 1,493 | $71.0K | 0.02% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,497 | $71.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,491 | $71.0K | 0.03% | 00.0% | Unchanged |