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 |
|---|---|---|---|---|---|
| Capital International Inc | 15,694 | $744.0K | 0.01% | −2,124−11.9% | Reduced |
| Orion Portfolio Solutions, LLC | 15,664 | $743.0K | 0.03% | −841−5.1% | Reduced |
| Norway Savings Bank | 15,658 | $743.0K | 0.38% | +1,175+8.1% | Added |
| Parallel Advisors, LLC | 15,611 | $740.0K | 0.03% | +564+3.7% | Added |
| Hilltop Holdings Inc. | 15,576 | $739.0K | 0.10% | +1,475+10.5% | Added |
| Meiji Yasuda Life Insurance Co | 15,586 | $739.0K | 0.01% | +11,400+272.3% | Added |
| Linker Capital Management Inc. | 15,519 | $736.0K | 0.91% | −10−0.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,353 | $728.0K | 0.28% | +4,680+43.8% | Added |
| City Holding Co | 15,260 | $724.0K | 0.14% | −3,700−19.5% | Reduced |
| Coldstream Capital Management Inc | 15,237 | $723.0K | 0.03% | +1,761+13.1% | Added |
| TD Ameritrade Investment Management, LLC | 15,202 | $721.0K | 0.01% | −4,598−23.2% | Reduced |
| Assenagon Asset Management S.A. | 15,199 | $721.0K | 0.00% | −1,144−7.0% | Reduced |
| Resources Management Corp | 15,200 | $721.0K | 0.12% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 15,189 | $720.0K | 0.06% | −2,180−12.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,153 | $719.0K | 0.47% | −100−0.7% | Reduced |
| Galibier Capital Management Ltd. | 15,147 | $718.0K | 0.14% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 15,132 | $717.0K | 0.54% | −1,453−8.8% | Reduced |
| Mayfair Advisory Group, LLC | 14,057 | $709.0K | 0.93% | −200−1.4% | Reduced |
| Westhampton Capital, LLC | 14,872 | $705.0K | 0.50% | +1,920+14.8% | Added |
| Gotham Asset Management, LLC | 14,814 | $703.0K | 0.02% | −6,978−32.0% | Reduced |
| Caldwell Trust Co | 14,673 | $695.9K | 0.10% | −270−1.8% | Reduced |
| Montag & Caldwell, LLC | 14,562 | $691.0K | 0.10% | +14,562 | New |
| Lebenthal Global Advisors, LLC | 14,538 | $689.0K | 0.33% | +5,673+64.0% | Added |
| Reuter James Wealth Management, LLC | 14,394 | $683.0K | 0.42% | +5,856+68.6% | Added |
| Denali Advisors LLC | 14,200 | $674.0K | 0.29% | +3,100+27.9% | Added |
| Community Trust & Investment Co | 14,175 | $672.0K | 0.06% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 14,166 | $672.0K | 0.39% | +322+2.3% | Added |
| Transatlantique Private Wealth LLC | 14,110 | $669.0K | 0.47% | +14,110 | New |
| B. Riley Wealth Management, Inc. | 14,088 | $668.0K | 0.06% | +10,140+256.8% | Added |
| Clarius Group, LLC | 14,019 | $665.0K | 0.07% | −115−0.8% | Reduced |
| Trust Asset Management LLC | 14,023 | $665.0K | 0.09% | +656+4.9% | Added |
| Wealth Alliance Advisory Group, LLC | 13,995 | $664.0K | 0.31% | +167+1.2% | Added |
| Schechter Investment Advisors, LLC | 13,951 | $661.0K | 0.06% | −3,307−19.2% | Reduced |
| IHT Wealth Management, LLC | 13,865 | $658.0K | 0.06% | −207−1.5% | Reduced |
| S&CO Inc | 13,894 | $658.0K | 0.06% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 13,810 | $655.0K | 0.15% | 00.0% | Unchanged |
| Toroso Investments, LLC | 13,766 | $653.0K | 0.02% | −13,745−50.0% | Reduced |
| Colonial River Wealth Management, LLC | 13,743 | $652.0K | 0.43% | −26−0.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 13,771 | $650.0K | 0.46% | −12−0.1% | Reduced |
| Citizens Financial Group Inc | 13,683 | $649.0K | 0.03% | +328+2.5% | Added |
| PEAK6 Investments LLC | 21,270 | $645.5K | 0.01% | +21,270 | New |
| Biltmore Family Office, LLC | 13,593 | $645.0K | 0.16% | −94−0.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 13,492 | $642.0K | 0.59% | −230−1.7% | Reduced |
| Abundance Wealth Counselors | 13,533 | $642.0K | 0.17% | +941+7.5% | Added |
| Wealth Quarterback LLC | 13,514 | $641.0K | 0.50% | +13,514 | New |
| Fund Management at Engine No. 1 LLC | 13,443 | $638.0K | 0.17% | +2,147+19.0% | Added |
| Lake Street Advisors Group, LLC | 13,346 | $633.0K | 0.05% | −440−3.2% | Reduced |
| Ballentine Partners, LLC | 13,333 | $633.0K | 0.02% | −405−2.9% | Reduced |
| WBH Advisory Inc | 13,350 | $633.0K | 0.08% | −50−0.4% | Reduced |
| Savant Capital, LLC | 13,334 | $632.0K | 0.02% | +86+0.6% | Added |
| Lindenwold Advisors | 13,235 | $628.0K | 0.45% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 13,220 | $627.0K | 0.06% | +13,220 | New |
| Fisher Asset Management, LLC | 13,194 | $626.0K | 0.00% | +5,383+68.9% | Added |
| Integrated Wealth Concepts LLC | 13,184 | $625.0K | 0.02% | +1,353+11.4% | Added |
| First Manhattan Co | 13,169 | $624.0K | 0.00% | +715+5.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $622.0K | 0.25% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 12,996 | $616.0K | 0.25% | +216+1.7% | Added |
| Eastover Investment Advisors LLC | 12,966 | $615.0K | 0.38% | −1,100−7.8% | Reduced |
| Allen Investment Management LLC | 12,950 | $614.0K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $614.0K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 12,916 | $613.0K | 0.01% | −142−1.1% | Reduced |
| Avidian Wealth Solutions, LLC | 12,894 | $612.0K | 0.04% | +1,888+17.2% | Added |
| Altus Wealth Group LLC | 10,379 | $609.0K | 0.61% | +194+1.9% | Added |
| First Farmers & Merchants Bank / Trust | 12,824 | $608.0K | 0.75% | −60−0.5% | Reduced |
| Rehmann Capital Advisory Group | 12,786 | $606.5K | 0.07% | −463−3.5% | Reduced |
| NorthRock Partners, LLC | 12,768 | $606.0K | 0.06% | +20+0.2% | Added |
| ForthRight Wealth Management, LLC | 12,762 | $605.0K | 0.34% | +4,853+61.4% | Added |
| National Bank of Canada | 12,660 | $604.0K | 0.00% | −34,564−73.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,676 | $601.0K | 0.03% | +17+0.1% | Added |
| Opus Capital Group, LLC | 12,650 | $600.0K | 0.12% | +1,601+14.5% | Added |
| Exencial Wealth Advisors, LLC | 12,507 | $593.0K | 0.03% | +145+1.2% | Added |
| Crawford Investment Counsel Inc | 12,478 | $592.0K | 0.01% | +3,016+31.9% | Added |
| Smith Chas P & Associates Pa Cpas | 12,458 | $591.0K | 0.04% | +606+5.1% | Added |
| Penserra Capital Management LLC | 12,428 | $588.0K | 0.02% | −935−7.0% | Reduced |
| Successful Portfolios LLC | 12,380 | $587.0K | 0.39% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 12,384 | $587.0K | 0.24% | +581+4.9% | Added |
| Illinois Municipal Retirement Fund | 12,325 | $585.0K | 0.01% | +5,751+87.5% | Added |
| Gratus Capital LLC | 12,254 | $581.0K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12,249 | $581.0K | 0.01% | +106+0.9% | Added |
| Tradewinds, LLC. | 12,246 | $581.0K | 0.40% | +12,246 | New |
| Bartlett & Co. Wealth Management LLC | 12,249 | $581.0K | 0.01% | +106+0.9% | Added |
| Hudson Valley Investment Advisors Inc | 12,214 | $579.0K | 0.09% | −481−3.8% | Reduced |
| Fortress Wealth Group, LLC | 12,176 | $578.0K | 0.50% | +667+5.8% | Added |
| New England Asset Management Inc | 12,100 | $574.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 12,083 | $573.0K | 0.06% | −567−4.5% | Reduced |
| Lumature Wealth Partners, LLC | 12,076 | $573.0K | 0.26% | +52+0.4% | Added |
| Intrua Financial, LLC | 12,035 | $571.0K | 0.12% | +5,453+82.8% | Added |
| Ern LLC | 12,015 | $570.0K | 0.64% | +12,015 | New |
| Dowling & Yahnke LLC | 11,996 | $569.0K | 0.03% | −663−5.2% | Reduced |
| Rede Wealth, LLC | 11,986 | $569.0K | 0.33% | +37+0.3% | Added |
| Pathway Financial Advisors LLC | 11,864 | $563.0K | 0.23% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 11,882 | $563.0K | 0.34% | −41−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,870 | $563.0K | 0.12% | +2,994+33.7% | Added |
| Farmers Trust Co | 11,849 | $562.0K | 0.13% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 11,828 | $561.0K | 0.26% | −1,583−11.8% | Reduced |
| Enterprise Financial Services Corp | 11,817 | $560.0K | 0.11% | −5,120−30.2% | Reduced |
| Cypress Capital Group | 11,822 | $560.0K | 0.09% | −50.0% | Reduced |
| Forbes Financial Planning, Inc. | 11,800 | $560.0K | 0.80% | 00.0% | Unchanged |
| Keel Point, LLC | 10,988 | $559.0K | 0.09% | −533−4.6% | Reduced |
| NBT Bank N A | 11,790 | $559.0K | 0.09% | +1,743+17.3% | Added |