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 |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 1,425 | $68.0K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,430 | $68.0K | 0.02% | +569+66.1% | Added |
| Macroview Investment Management LLC | 1,391 | $66.0K | 0.11% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,376 | $65.0K | 0.01% | −165−10.7% | Reduced |
| Missouri Trust & Investment Co | 1,369 | $65.0K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,294 | $61.4K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,280 | $61.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,293 | $61.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,228 | $58.0K | 0.04% | 00.0% | Unchanged |
| Curi Capital | 1,191 | $57.0K | 0.01% | +150+14.4% | Added |
| Old Second National Bank of Aurora | 1,163 | $55.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1,116 | $53.0K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,111 | $53.0K | 0.00% | +15+1.4% | Added |
| BerganKDV Wealth Management, LLC | 1,104 | $52.0K | 0.01% | +1+0.1% | Added |
| First Financial Corp | 1,100 | $52.0K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,095 | $52.0K | 0.01% | +441+67.4% | Added |
| Westside Investment Management, Inc. | 1,070 | $50.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,050 | $50.0K | 0.01% | +120+12.9% | Added |
| Urban Wealth Management, LLC | 1,036 | $49.0K | 0.16% | +1,036 | New |
| CKW Financial Group | 1,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 997 | $47.0K | 0.01% | +832+504.2% | Added |
| Sound Income Strategies, LLC | 978 | $46.0K | 0.01% | +200+25.7% | Added |
| Rosenberg Matthew Hamilton | 952 | $46.0K | 0.02% | +352+58.7% | Added |
| Horizons Wealth Management | 853 | $44.0K | 0.04% | +853 | New |
| Pinnacle Bancorp, Inc. | 915 | $43.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 914 | $43.0K | 0.01% | +120+15.1% | Added |
| Providence Capital Advisors, LLC | 913 | $43.0K | 0.01% | −500−35.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 875 | $42.0K | 0.00% | −5,542−86.4% | Reduced |
| Versant Capital Management, Inc | 887 | $42.0K | 0.02% | −143−13.9% | Reduced |
| Wellington Shields Capital Management, LLC | 875 | $42.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 885 | $42.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 877 | $42.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 854 | $41.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 865 | $41.0K | 0.03% | +20+2.4% | Added |
| Column Capital Advisors, LLC | 852 | $40.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 812 | $39.0K | 0.00% | −33−3.9% | Reduced |
| Hanson & Doremus Investment Management | 761 | $36.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 745 | $35.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 747 | $35.0K | 0.01% | +5+0.7% | Added |
| Norwood Financial Corp | 699 | $33.0K | 0.06% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 625 | $30.0K | 0.03% | −200−24.2% | Reduced |
| Bell Investment Advisors, Inc | 635 | $30.0K | 0.01% | +635 | New |
| Financial Management Professionals, Inc. | 612 | $29.0K | 0.01% | +87+16.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 600 | $28.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 560 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 538 | $26.0K | 0.00% | −1,363−71.7% | Reduced |
| Peoples Financial Services Corp. | 544 | $26.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 553 | $26.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 550 | $26.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 455 | $26.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 505 | $24.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 480 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 472 | $22.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 436 | $21.0K | 0.00% | +42+10.7% | Added |
| Fairfield, Bush & Co. | 437 | $21.0K | 0.01% | +437 | New |
| NVWM, LLC | 425 | $20.0K | 0.01% | −23,030−98.2% | Reduced |
| Country Trust Bank | 422 | $20.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 437 | $20.0K | 0.01% | +437 | New |
| Maryland Capital Advisors Inc. | 372 | $18.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $17.0K | 0.01% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 357 | $17.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 339 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 335 | $16.0K | 0.00% | +4+1.2% | Added |
| GPS Wealth Strategies Group, LLC | 339 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 338 | $16.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 336 | $16.0K | 0.01% | +72+27.3% | Added |
| Morton Brown Family Wealth, LLC | 343 | $16.0K | 0.01% | +88+34.5% | Added |
| WR Wealth Planners, LLC | 319 | $15.1K | 0.01% | +3+0.9% | Added |
| Atlas Capital Advisors LLC | 318 | $15.1K | 0.00% | −1,442−81.9% | Reduced |
| Solstein Capital, LLC | 311 | $15.0K | 0.01% | −550−63.9% | Reduced |
| TCTC Holdings, LLC | 318 | $15.0K | 0.00% | −69−17.8% | Reduced |
| Baldrige Asset Management LLC | 320 | $15.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 320 | $15.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 324 | $15.0K | 0.00% | +324 | New |
| Ancora Advisors, LLC | 285 | $14.0K | 0.00% | −180−38.7% | Reduced |
| Mach-1 Financial Group, Inc. | 296 | $14.0K | 0.01% | +296 | New |
| Cascade Investment Advisors, Inc. | 277 | $13.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 280 | $13.0K | 0.01% | −38−11.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 265 | $13.0K | 0.01% | +44+19.9% | Added |
| Money Concepts Capital Corp | 249 | $12.0K | 0.00% | −1,537−86.1% | Reduced |
| Mascoma Wealth Management LLC | 259 | $12.0K | 0.00% | −105−28.8% | Reduced |
| Global Trust Asset Management, LLC | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 248 | $11.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 225 | $11.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 213 | $10.1K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 221 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 212 | $10.0K | 0.01% | +212 | New |
| PSI Advisors, LLC | 188 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 180 | $9.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 200 | $9.00K | 0.09% | +200 | New |
| Tilia Fiduciary Partners, Inc. | 174 | $8.00K | 0.01% | −64−26.9% | Reduced |
| Sierra Capital LLC | 160 | $8.00K | 0.00% | −26−14.0% | Reduced |
| Lee Financial Co | 170 | $8.00K | 0.00% | −7−4.0% | Reduced |
| Advanced Research Investment Solutions, LLC | 170 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 162 | $8.00K | 0.00% | −4−2.4% | Reduced |
| Cedar Mountain Advisors, LLC | 163 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $8.00K | 0.00% | 00.0% | Unchanged |