Truist Financial Corp

TFC

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000092230

SEC filings (opens in a new tab)

In the last 90 days, Truist Financial Corp insiders filed 1 open-market purchase and 3 sales; 1,706 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.

Other share classesTFC.PI TFC.PO TFC.PR

13F holders, Q3 2022

Institutional positions in Truist Financial Corp as of Sep 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: 1,427; −3 vs. Q2 2022
Shares held: 977.5M; −2.13M (−0.2%) vs. Q2 2022
Total value: $42.6B; −$3.84B (−8.3%) vs. Q2 2022
New holders: 95; 630 more added
Sold out: 98; 488 more reduced

19 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 1,427 institutions

Value heldQ3 2022: $42.6B

Institutions holding TFC and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,706	$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, Q3 2022

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q2 2022.

Institutions holding TFC in Q3 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Baldwin Brothers Inc	1	$0	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	8	$0	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	6	$0	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	9	$0	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	10	$0	0.00%	+10	New
Global Financial Private Client, LLC	16	$715	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	17	$1.00K	0.00%	−51−75.0%	Reduced
Lowe Wealth Advisors, LLC	30	$1.00K	0.00%	00.0%	Unchanged
TFC Financial Management	23	$1.00K	0.00%	00.0%	Unchanged
Heritage Wealth Management, LLC	20	$1.00K	0.00%	+20	New
Clear Perspectives Financial Planning, LLC	29	$1.00K	0.00%	+29	New
Financial Synergies Wealth Advisors, Inc.	25	$1.09K	0.00%	−15−37.5%	Reduced
Eagle Bay Advisors LLC	45	$2.00K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	45	$2.00K	0.00%	+1+2.3%	Added
Bay Harbor Wealth Management, LLC	43	$2.00K	0.00%	+4+10.3%	Added
Disciplined Investments, LLC	42	$2.00K	0.00%	+3+7.7%	Added
Surevest, LLC	53	$2.00K	0.00%	+28+112.0%	Added
McClarren Financial Advisors, Inc.	51	$2.00K	0.00%	+51	New
CFS Investment Advisory Services, LLC	87,821	$2.00K	0.00%	+87,821	New
SJS Investment Consulting Inc.	57	$2.00K	0.00%	+57	New
Laffer Tengler Investments	50	$2.18K	0.00%	+50	New
Atlas Capital Advisors LLC	68	$2.96K	0.00%	−250−78.6%	Reduced
Spectrum Management Group, LLC	60	$3.00K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	61	$3.00K	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	64	$3.00K	0.00%	00.0%	Unchanged
Absolute Capital Management, LLC	72	$3.17K	0.00%	+72	New
PSI Advisors, LLC	95	$4.00K	0.00%	−93−49.5%	Reduced
Coston, McIsaac & Partners	114	$4.00K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	88	$4.00K	0.00%	+88	New
Estabrook Capital Management	97	$4.22K	0.00%	00.0%	Unchanged
Country Trust Bank	117	$5.00K	0.00%	−305−72.3%	Reduced
Horan Securities, Inc.	119	$5.00K	0.00%	00.0%	Unchanged
O'Dell Group, LLC	109	$5.00K	0.00%	00.0%	Unchanged
Kistler-Tiffany Companies, LLC	133	$6.00K	0.00%	00.0%	Unchanged
Castleview Partners, LLC	132	$6.00K	0.01%	+131+13,100.0%	Added
Coastal Capital Group, Inc.	129	$6.00K	0.00%	+129	New
Cary Street Partners Asset Management LLC	140	$6.00K	0.00%	+140	New
Tortoise Investment Management, LLC	152	$7.00K	0.00%	−7−4.4%	Reduced
Sierra Capital LLC	159	$7.00K	0.00%	−1−0.6%	Reduced
Cedar Mountain Advisors, LLC	163	$7.00K	0.00%	00.0%	Unchanged
Tilia Fiduciary Partners, Inc.	174	$7.00K	0.01%	00.0%	Unchanged
Addison Advisors LLC	162	$7.00K	0.00%	+4+2.5%	Added
Northwest Investment Counselors, LLC	180	$8.00K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	200	$8.00K	0.00%	00.0%	Unchanged
Lee Financial Co	174	$8.00K	0.00%	+4+2.4%	Added
Bradley & Co. Private Wealth Management, LLC	212	$9.00K	0.01%	00.0%	Unchanged
Standard Family Office LLC	200	$9.00K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	201	$9.00K	0.01%	+201	New
Acima Private Wealth, LLC	213	$9.27K	0.00%	00.0%	Unchanged
Private Ocean, LLC	247	$10.0K	0.00%	−1−0.4%	Reduced
Founders Capital Management	225	$10.0K	0.01%	00.0%	Unchanged
Accel Wealth Management	221	$10.0K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	227	$10.0K	0.00%	+151+198.7%	Added
Global Trust Asset Management, LLC	250	$11.0K	0.01%	00.0%	Unchanged
Tyler-Stone Wealth Management	250	$11.0K	0.01%	00.0%	Unchanged
Ancora Advisors, LLC	265	$12.0K	0.00%	−20−7.0%	Reduced
Mach-1 Financial Group, Inc.	296	$12.0K	0.01%	00.0%	Unchanged
Clean Yield Group	280	$12.0K	0.01%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	291	$13.0K	0.01%	+26+9.8%	Added
TSFG, LLC	293	$13.0K	0.01%	+241+463.5%	Added
Paloma Partners Management Co	300	$13.0K	0.00%	+300	New
Activest Wealth Management	200	$13.0K	0.00%	+200	New
Bangor Savings Bank	324	$14.0K	0.00%	00.0%	Unchanged
TCTC Holdings, LLC	318	$14.0K	0.00%	00.0%	Unchanged
Solstein Capital, LLC	311	$14.0K	0.01%	00.0%	Unchanged
Baldrige Asset Management LLC	320	$14.0K	0.01%	00.0%	Unchanged
Key Financial Inc	318	$14.0K	0.01%	+162+103.8%	Added
Eisler Capital (UK) Ltd.	318	$14.0K	0.00%	+318	New
WR Wealth Planners, LLC	322	$14.0K	0.01%	+3+0.9%	Added
Baystate Wealth Management LLC	338	$15.0K	0.00%	+3+0.9%	Added
GPS Wealth Strategies Group, LLC	339	$15.0K	0.00%	00.0%	Unchanged
Pflug Koory, LLC	338	$15.0K	0.01%	00.0%	Unchanged
Life Planning Partners, Inc	357	$15.5K	0.02%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	370	$16.0K	0.00%	−505−57.7%	Reduced
Maryland Capital Advisors Inc.	372	$16.0K	0.02%	00.0%	Unchanged
Piscataqua Savings Bank	360	$16.0K	0.02%	00.0%	Unchanged
Schubert & Co	358	$16.0K	0.02%	+22+6.5%	Added
Morton Brown Family Wealth, LLC	356	$16.0K	0.01%	+13+3.8%	Added
Providence Capital Advisors, LLC	405	$18.0K	0.01%	−508−55.6%	Reduced
Capital Advisors, Ltd. LLC	402	$18.0K	0.00%	−34−7.8%	Reduced
Operose Advisors LLC	418	$18.0K	0.01%	+418	New
NVWM, LLC	439	$19.0K	0.01%	+14+3.3%	Added
Householder Group Estate & Retirement Specialist, LLC	450	$19.0K	0.01%	+450	New
Cyrus J. Lawrence, LLC	472	$20.0K	0.01%	00.0%	Unchanged
McIlrath & Eck, LLC	480	$21.0K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	505	$22.0K	0.01%	00.0%	Unchanged
Beacon Capital Management, LLC	455	$22.0K	0.01%	00.0%	Unchanged
Money Concepts Capital Corp	498	$22.0K	0.00%	+249+100.0%	Added
Antonetti Capital Management LLC	525	$23.0K	0.03%	−100−16.0%	Reduced
Citizens National Bank Trust Department	560	$24.0K	0.01%	00.0%	Unchanged
Peoples Financial Services Corp.	544	$24.0K	0.01%	00.0%	Unchanged
CoreFirst Bank & Trust	553	$24.0K	0.02%	00.0%	Unchanged
City State Bank	550	$24.0K	0.02%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	623	$27.0K	0.02%	+528+555.8%	Added
Webster Bank, N. A.	639	$28.0K	0.00%	+300+88.5%	Added
Financial Management Professionals, Inc.	672	$29.0K	0.01%	+60+9.8%	Added
Hanson & Doremus Investment Management	683	$30.0K	0.01%	−78−10.2%	Reduced
Norwood Financial Corp	699	$30.0K	0.05%	00.0%	Unchanged
Howe & Rusling Inc	717	$31.0K	0.00%	−95−11.7%	Reduced
Wolff Wiese Magana LLC	730	$32.0K	0.03%	−135−15.6%	Reduced