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 |
|---|---|---|---|---|---|
| Bridge Creek Capital Management LLC | 81,985 | $3.89M | 1.58% | −3,542−4.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 81,869 | $3.88M | 1.12% | −2,696−3.2% | Reduced |
| Cetera Advisor Networks LLC | 81,260 | $3.85M | 0.05% | +6,507+8.7% | Added |
| Parsec Financial Management, Inc. | 80,716 | $3.83M | 0.19% | −6,934−7.9% | Reduced |
| Metropolitan Life Insurance Co | 80,193 | $3.80M | 0.17% | −2,184−2.7% | Reduced |
| Eudaimonia Partners, LLC | 79,853 | $3.79M | 0.69% | +734+0.9% | Added |
| Reliant Investment Management, LLC | 79,214 | $3.76M | 2.64% | +1,245+1.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 78,138 | $3.71M | 1.14% | +190+0.2% | Added |
| Kavar Capital Partners Group, LLC | 78,086 | $3.70M | 0.86% | +2,915+3.9% | Added |
| Pendal Group Limited | 77,173 | $3.66M | 0.04% | −906−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 76,975 | $3.65M | 0.09% | +39+0.1% | Added |
| Norinchukin Bank, The | 76,275 | $3.62M | 0.07% | +22,089+40.8% | Added |
| Hallmark Capital Management Inc | 76,076 | $3.61M | 0.34% | +5,242+7.4% | Added |
| Sit Investment Associates Inc | 75,345 | $3.57M | 0.11% | −198,630−72.5% | Reduced |
| Shell Asset Management Co | 75,232 | $3.57M | 0.11% | +3,207+4.5% | Added |
| United Bank | 74,833 | $3.55M | 2.20% | +376+0.5% | Added |
| HB Wealth Management, LLC | 74,507 | $3.53M | 0.07% | +20,956+39.1% | Added |
| First National Trust Co | 74,432 | $3.53M | 0.20% | −7,632−9.3% | Reduced |
| New Mexico Educational Retirement Board | 73,988 | $3.51M | 0.17% | −3,600−4.6% | Reduced |
| Shelton Capital Management | 73,416 | $3.48M | 0.16% | −4,199−5.4% | Reduced |
| Viking Fund Management LLC | 73,000 | $3.46M | 0.80% | +33,000+82.5% | Added |
| Arbor Investment Advisors, LLC | 72,798 | $3.45M | 0.74% | −1,526−2.1% | Reduced |
| German American Bancorp, Inc. | 71,155 | $3.38M | 0.57% | −61,805−46.5% | Reduced |
| Kempner Capital Management Inc. | 71,121 | $3.37M | 2.05% | +30,996+77.2% | Added |
| Signature Wealth Management Group | 70,906 | $3.36M | 1.63% | +1,858+2.7% | Added |
| Ziegler Capital Management, LLC | 70,381 | $3.34M | 0.14% | +310.0% | Added |
| Citizens Business Bank | 69,636 | $3.30M | 0.47% | −163−0.2% | Reduced |
| Prudential PLC | 69,494 | $3.30M | 0.06% | +1,208+1.8% | Added |
| Private Advisor Group, LLC | 69,301 | $3.29M | 0.03% | +1,987+3.0% | Added |
| Whitener Capital Management, Inc. | 68,955 | $3.27M | 1.47% | +16,155+30.6% | Added |
| Beacon Investment Advisory Services, Inc. | 68,122 | $3.23M | 0.17% | +844+1.3% | Added |
| Verdence Capital Advisors LLC | 67,854 | $3.22M | 0.42% | +3,597+5.6% | Added |
| United Bank | 67,742 | $3.21M | 0.48% | 00.0% | Unchanged |
| Forum Financial Management, LP | 67,503 | $3.20M | 0.16% | −523−0.8% | Reduced |
| Gator Capital Management, LLC | 67,099 | $3.18M | 2.67% | 00.0% | Unchanged |
| Huber Capital Management LLC | 66,490 | $3.15M | 0.88% | 00.0% | Unchanged |
| Verition Fund Management LLC | 66,135 | $3.14M | 0.07% | +48,743+280.3% | Added |
| Salem Capital Management Inc | 66,058 | $3.13M | 2.28% | −3,684−5.3% | Reduced |
| Anchor Investment Management, LLC | 66,053 | $3.13M | 0.45% | −1,202−1.8% | Reduced |
| Marco Investment Management LLC | 65,607 | $3.11M | 0.36% | +222+0.3% | Added |
| Souders Financial Advisors | 65,458 | $3.10M | 0.89% | +3,165+5.1% | Added |
| Caisse de Depot Et Placement du Quebec | 64,895 | $3.08M | 0.01% | +64,895 | New |
| Marotta Asset Management | 63,470 | $3.06M | 0.75% | −245−0.4% | Reduced |
| Stanley-Laman Group, Ltd. | 64,327 | $3.05M | 0.54% | +2,062+3.3% | Added |
| Goelzer Investment Management, Inc. | 63,918 | $3.03M | 0.29% | −3,061−4.6% | Reduced |
| River Wealth Advisors LLC | 63,488 | $3.01M | 0.56% | −3,006−4.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 63,452 | $3.01M | 0.05% | −8,276−11.5% | Reduced |
| Capital International Sarl | 62,873 | $2.98M | 0.24% | −31,528−33.4% | Reduced |
| Hamel Associates, Inc. | 62,854 | $2.98M | 1.18% | +1,660+2.7% | Added |
| Culbertson A N & Co Inc | 62,261 | $2.95M | 0.64% | −3,666−5.6% | Reduced |
| Bray Capital Advisors | 62,120 | $2.95M | 0.88% | +728+1.2% | Added |
| JT Stratford LLC | 61,892 | $2.94M | 0.93% | −1,056−1.7% | Reduced |
| Coastline Trust Co | 61,714 | $2.93M | 0.43% | −1,200−1.9% | Reduced |
| Westwood Holdings Group Inc. | 61,341 | $2.91M | 0.03% | −349,494−85.1% | Reduced |
| Cornercap Investment Counsel Inc | 61,264 | $2.91M | 0.50% | +12,064+24.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 61,245 | $2.90M | 0.44% | −3,134−4.9% | Reduced |
| JustInvest LLC | 60,910 | $2.89M | 0.13% | +11,796+24.0% | Added |
| Triangle Securities Wealth Management | 60,546 | $2.87M | 1.12% | +732+1.2% | Added |
| Peloton Wealth Strategists | 60,425 | $2.87M | 1.40% | −500−0.8% | Reduced |
| Valley National Advisers Inc | 59,278 | $2.85M | 0.60% | −145−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 59,383 | $2.82M | 0.09% | −2,683−4.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 59,386 | $2.82M | 0.06% | +706+1.2% | Added |
| Equitable Trust Co | 59,113 | $2.80M | 0.21% | +5,800+10.9% | Added |
| E. Ohman J:or Asset Management AB | 59,100 | $2.80M | 0.12% | −200−0.3% | Reduced |
| Capital Investment Counsel, Inc | 59,018 | $2.80M | 0.70% | +740+1.3% | Added |
| NewEdge Wealth, LLC | 59,001 | $2.80M | 0.13% | +50,893+627.7% | Added |
| South State Corp. | 58,807 | $2.79M | 0.26% | −871−1.5% | Reduced |
| North Star Investment Management Corp. | 58,366 | $2.77M | 0.25% | +1,206+2.1% | Added |
| Guardian Wealth Advisors, LLC | 58,279 | $2.76M | 0.50% | +58,279 | New |
| MainStreet Investment Advisors LLC | 57,663 | $2.73M | 0.31% | +48,977+563.9% | Added |
| Parcion Private Wealth LLC | 56,794 | $2.73M | 0.27% | −3,737−6.2% | Reduced |
| Fulton Bank, N.A. | 57,403 | $2.72M | 0.15% | +12,432+27.6% | Added |
| Ahl Investment Management, Inc. | 57,326 | $2.72M | 2.74% | +20.0% | Added |
| Blair William & Co | 57,315 | $2.72M | 0.01% | +625+1.1% | Added |
| Iowa State Bank | 57,154 | $2.71M | 0.72% | +1,179+2.1% | Added |
| Lee Danner & Bass Inc | 57,066 | $2.71M | 0.27% | +10,420+22.3% | Added |
| Cramer Rosenthal McGlynn LLC | 56,442 | $2.68M | 0.12% | −28,091−33.2% | Reduced |
| Laurel Wealth Advisors LLC | 56,343 | $2.67M | 0.66% | −1,180−2.1% | Reduced |
| First American Bank | 56,177 | $2.66M | 0.27% | −3,989−6.6% | Reduced |
| Shorepoint Capital Partners LLC | 55,096 | $2.61M | 1.10% | +6,658+13.7% | Added |
| Trustmark National Bank Trust Department | 54,221 | $2.57M | 0.23% | −1,961−3.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 53,812 | $2.55M | 0.16% | +2,004+3.9% | Added |
| United Services Automobile Association | 53,320 | $2.53M | 0.07% | +53,320 | New |
| ZWJ Investment Counsel Inc | 53,251 | $2.53M | 0.15% | +5,062+10.5% | Added |
| Community Bank, N.A. | 53,205 | $2.52M | 0.36% | +3,015+6.0% | Added |
| Brooks, Moore & Associates, Inc. | 53,167 | $2.52M | 1.82% | −10,458−16.4% | Reduced |
| Brown Brothers Harriman & Co | 53,116 | $2.52M | 0.02% | +139+0.3% | Added |
| Northwest & Ethical Investments L.P. | 53,071 | $2.52M | 0.09% | +3,124+6.3% | Added |
| D.A. Davidson & Co. | 52,240 | $2.48M | 0.03% | +5,407+11.5% | Added |
| Pathstone Family Office, LLC | 52,117 | $2.47M | 0.05% | +21,300+69.1% | Added |
| Nicholas Hoffman & Company, LLC. | 51,839 | $2.46M | 0.12% | −637−1.2% | Reduced |
| Welch & Forbes LLC | 51,808 | $2.46M | 0.04% | +1,087+2.1% | Added |
| Semmax Financial Advisors Inc. | 48,203 | $2.45M | 1.00% | +6,509+15.6% | Added |
| Rather & Kittrell, Inc. | 51,568 | $2.44M | 2.68% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 51,500 | $2.44M | 0.03% | +9,500+22.6% | Added |
| Cetera Advisors LLC | 50,970 | $2.42M | 0.06% | +29,246+134.6% | Added |
| Waddell & Associates, LLC | 50,763 | $2.41M | 0.49% | +480+1.0% | Added |
| Cordasco Financial Network | 49,946 | $2.37M | 1.72% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 49,911 | $2.37M | 0.30% | −46,431−48.2% | Reduced |
| New England Research & Management, Inc. | 49,860 | $2.37M | 1.38% | −464−0.9% | Reduced |