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 |
|---|---|---|---|---|---|
| Partners in Financial Planning | 23,593 | $1.14M | 0.36% | −1,806−7.1% | Reduced |
| True North Advisors, LLC | 23,823 | $1.13M | 0.35% | −3,228−11.9% | Reduced |
| Berkeley Capital Partners, LLC | 23,792 | $1.13M | 0.47% | +5,560+30.5% | Added |
| Csenge Advisory Group | 23,610 | $1.12M | 0.09% | +2,663+12.7% | Added |
| Spire Wealth Management | 23,495 | $1.11M | 0.05% | −13,634−36.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 23,487 | $1.11M | 0.13% | +100+0.4% | Added |
| Sawtooth Solutions, LLC | 23,378 | $1.11M | 0.14% | +4,043+20.9% | Added |
| Certified Advisory Corp | 23,185 | $1.10M | 0.25% | −484−2.0% | Reduced |
| Dynamic Advisor Solutions LLC | 23,129 | $1.10M | 0.08% | +323+1.4% | Added |
| Norris Financial Group, LLC | 22,993 | $1.09M | 0.88% | +22,993 | New |
| Wealthspire Advisors, LLC | 22,850 | $1.08M | 0.02% | −649−2.8% | Reduced |
| Metis Global Partners, LLC | 22,810 | $1.08M | 0.17% | +1,721+8.2% | Added |
| Widmann Financial Services, Inc. | 22,625 | $1.07M | 1.11% | +453+2.0% | Added |
| Voya Financial Advisors, Inc. | 22,593 | $1.07M | 0.13% | +4,699+26.3% | Added |
| EP Wealth Advisors, LLC | 22,524 | $1.07M | 0.02% | +2,689+13.6% | Added |
| Vontobel Holding Ltd. | 22,367 | $1.06M | 0.01% | −584−2.5% | Reduced |
| Allworth Financial LP | 22,297 | $1.06M | 0.01% | +19,447+682.4% | Added |
| Loudon Investment Management, LLC | 22,271 | $1.06M | 0.79% | +9,645+76.4% | Added |
| Aprio Wealth Management, LLC | 22,223 | $1.05M | 0.42% | +180+0.8% | Added |
| American Trust | 22,197 | $1.05M | 0.09% | −2,220−9.1% | Reduced |
| Veriti Management LLC | 21,993 | $1.04M | 0.15% | −3,084−12.3% | Reduced |
| Searle & Co. | 21,935 | $1.04M | 0.41% | −115−0.5% | Reduced |
| V Wealth Advisors LLC | 21,771 | $1.03M | 0.19% | +11,634+114.8% | Added |
| Balentine LLC | 21,714 | $1.03M | 0.04% | −9,446−30.3% | Reduced |
| Nicolet Bankshares Inc | 21,735 | $1.03M | 0.27% | +2,678+14.1% | Added |
| LSV Asset Management | 21,700 | $1.03M | 0.00% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 21,637 | $1.03M | 0.45% | +2,403+12.5% | Added |
| GoalVest Advisory LLC | 21,088 | $1.03M | 0.65% | +21,074+150,528.6% | Added |
| Mission Creek Capital Partners, Inc. | 21,529 | $1.02M | 0.34% | −481−2.2% | Reduced |
| National Asset Management, Inc. | 21,419 | $1.02M | 0.04% | −7,396−25.7% | Reduced |
| Stratos Wealth Advisors, LLC | 21,469 | $1.02M | 0.09% | +200+0.9% | Added |
| Clearstead Advisors, LLC | 21,305 | $1.01M | 0.08% | −915−4.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 21,268 | $1.01M | 0.10% | −860−3.9% | Reduced |
| BHK Investment Advisors, LLC | 21,237 | $1.01M | 0.45% | +4,650+28.0% | Added |
| Atticus Wealth Management, LLC | 21,163 | $1.00M | 0.42% | −346−1.6% | Reduced |
| Simmons Bank | 20,959 | $994.0K | 0.09% | 00.0% | Unchanged |
| Summit Financial Group Inc | 20,914 | $992.0K | 0.38% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 20,799 | $986.0K | 0.07% | −1,082−4.9% | Reduced |
| Jacobi Capital Management LLC | 20,727 | $983.0K | 0.13% | +646+3.2% | Added |
| Industrial Alliance Investment Management Inc. | 20,706 | $982.0K | 0.03% | −1,288−5.9% | Reduced |
| Shepherd Financial Partners LLC | 20,642 | $979.0K | 0.19% | +2,192+11.9% | Added |
| Woodmont Investment Counsel LLC | 20,506 | $973.0K | 0.12% | +560+2.8% | Added |
| GW Henssler & Associates Ltd | 20,444 | $970.0K | 0.07% | −578,493−96.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 20,400 | $968.0K | 0.01% | +20,400 | New |
| Greenspring Advisors, LLC | 20,358 | $966.0K | 0.28% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,345 | $965.0K | 0.51% | −1,350−6.2% | Reduced |
| Taylor Hoffman Wealth Management | 19,992 | $964.0K | 0.47% | +60.0% | Added |
| Legacy Financial Advisors, Inc. | 20,225 | $959.0K | 0.24% | +224+1.1% | Added |
| MAS Advisors LLC | 20,178 | $957.0K | 0.87% | −88−0.4% | Reduced |
| OmniStar Financial Group, Inc. | 20,131 | $954.0K | 1.06% | +53+0.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 20,743 | $937.6K | 0.20% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 19,724 | $936.0K | 0.33% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 19,597 | $930.0K | 0.27% | +8,456+75.9% | Added |
| Sheets Smith Wealth Management | 19,534 | $926.0K | 0.15% | −477−2.4% | Reduced |
| Pitcairn Co | 19,390 | $920.0K | 0.10% | −748−3.7% | Reduced |
| Bank Ozk | 19,336 | $917.0K | 0.46% | +103+0.5% | Added |
| Boston Trust Walden Corp | 19,312 | $916.0K | 0.01% | +33+0.2% | Added |
| Meridian Wealth Management, LLC | 19,274 | $914.0K | 0.07% | −3,998−17.2% | Reduced |
| Investment Management of Virginia LLC | 19,179 | $910.0K | 0.19% | −520−2.6% | Reduced |
| West Paces Advisors Inc. | 19,173 | $909.4K | 0.31% | −1,244−6.1% | Reduced |
| Franklin Street Advisors Inc | 19,107 | $906.0K | 0.09% | −155−0.8% | Reduced |
| Inverness Counsel LLC | 19,012 | $902.0K | 0.05% | −4,365−18.7% | Reduced |
| Paradigm Asset Management Co LLC | 18,733 | $888.5K | 0.27% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 18,720 | $888.0K | 0.03% | −815−4.2% | Reduced |
| Brookstone Capital Management | 18,585 | $887.0K | 0.02% | −186−1.0% | Reduced |
| CSS LLC | 18,618 | $883.0K | 0.04% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 18,589 | $882.0K | 0.31% | +1,801+10.7% | Added |
| Novare Capital Management LLC | 18,552 | $880.0K | 0.11% | +200+1.1% | Added |
| Resources Investment Advisors, LLC. | 18,465 | $876.0K | 0.04% | +586+3.3% | Added |
| Valeo Financial Advisors, LLC | 18,245 | $865.0K | 0.05% | −8,405−31.5% | Reduced |
| Leisure Capital Management | 18,090 | $858.0K | 0.45% | +463+2.6% | Added |
| Douglass Winthrop Advisors, LLC | 18,089 | $858.0K | 0.02% | +564+3.2% | Added |
| Lido Advisors, LLC | 18,036 | $855.0K | 0.02% | +516+2.9% | Added |
| Lakeview Capital Partners, LLC | 17,795 | $844.0K | 0.49% | −200−1.1% | Reduced |
| Canal Capital Management, LLC | 17,711 | $840.0K | 0.25% | +381+2.2% | Added |
| Marcum Wealth, LLC | 17,542 | $832.0K | 0.12% | +503+3.0% | Added |
| EverSource Wealth Advisors, LLC | 17,498 | $830.0K | 0.21% | +1,718+10.9% | Added |
| Texas Yale Capital Corp. | 17,475 | $829.0K | 0.05% | −520−2.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 17,477 | $829.0K | 0.07% | +2,008+13.0% | Added |
| Greenleaf Trust | 17,385 | $825.0K | 0.01% | +1,285+8.0% | Added |
| Cigna Investments Inc | 17,265 | $819.0K | 0.16% | −6,235−26.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 17,151 | $813.0K | 1.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 16,110 | $813.0K | 0.08% | +4,346+36.9% | Added |
| HighPoint Advisor Group LLC | 17,061 | $813.0K | 0.09% | +17,061 | New |
| Modera Wealth Management, LLC | 17,086 | $810.0K | 0.04% | −203−1.2% | Reduced |
| Fiduciary Group LLC | 15,848 | $809.0K | 0.10% | −767−4.6% | Reduced |
| Gabelli Funds LLC | 17,000 | $806.0K | 0.01% | 00.0% | Unchanged |
| Ramiah Investment Group | 16,967 | $804.7K | 0.66% | +1,279+8.2% | Added |
| Trustcore Financial Services, LLC | 16,937 | $803.0K | 0.07% | +10+0.1% | Added |
| FLC Capital Advisors | 16,777 | $796.0K | 0.27% | −500−2.9% | Reduced |
| Fort Sheridan Advisors LLC | 16,751 | $794.0K | 0.26% | +1,779+11.9% | Added |
| Wedbush Securities Inc | 16,697 | $792.0K | 0.04% | −2,350−12.3% | Reduced |
| Ameritas Investment Partners, Inc. | 16,660 | $790.0K | 0.03% | −369−2.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,594 | $787.0K | 0.14% | −582−3.4% | Reduced |
| Ieq Capital, LLC | 16,361 | $776.0K | 0.02% | −7,881−32.5% | Reduced |
| Marks Group Wealth Management, Inc | 16,332 | $775.0K | 0.11% | +3,580+28.1% | Added |
| SeaBridge Investment Advisors LLC | 16,254 | $771.0K | 0.25% | −642−3.8% | Reduced |
| Mirova | 16,184 | $767.0K | 0.11% | −4,412−21.4% | Reduced |
| Longfellow Investment Management Co LLC | 15,939 | $756.0K | 0.16% | +7,156+81.5% | Added |
| Private Trust Co NA | 15,720 | $746.0K | 0.12% | +40.0% | Added |