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, 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lewis Capital Management, LLC | 46,394 | $2.02M | 3.10% | +663+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 46,626 | $2.03M | 0.10% | +5,121+12.3% | Added |
| Stratos Wealth Partners, LTD. | 46,867 | $2.04M | 0.06% | +15,259+48.3% | Added |
| Cetera Advisors LLC | 46,891 | $2.04M | 0.05% | −4,079−8.0% | Reduced |
| Resonant Capital Advisors, LLC | 47,008 | $2.05M | 0.31% | −475−1.0% | Reduced |
| Old North State Trust, LLC | 47,176 | $2.05M | 1.77% | +47,129+100,274.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,534 | $2.07M | 0.19% | +2,046+4.5% | Added |
| IFP Advisors, Inc | 38,082 | $2.09M | 0.06% | +140+0.4% | Added |
| Heritage Wealth Advisors | 47,981 | $2.09M | 0.15% | +190.0% | Added |
| Argyle Capital Management Inc. | 48,050 | $2.09M | 0.81% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 48,200 | $2.10M | 0.20% | +48,200 | New |
| Delta Capital Management LLC | 48,355 | $2.10M | 1.72% | 00.0% | Unchanged |
| Bailard, Inc. | 48,433 | $2.11M | 0.09% | +1,133+2.4% | Added |
| IVC Wealth Advisors LLC | 48,538 | $2.11M | 1.70% | +2,509+5.5% | Added |
| Silvercrest Asset Management Group LLC | 48,582 | $2.12M | 0.02% | +568+1.2% | Added |
| Waddell & Associates, LLC | 48,785 | $2.12M | 0.41% | −1,978−3.9% | Reduced |
| Magnetar Financial LLC | 48,806 | $2.13M | 0.03% | +48,806 | New |
| Trust Co of Toledo NA | 48,992 | $2.13M | 0.41% | +326+0.7% | Added |
| Colonial Trust Co | 49,065 | $2.14M | 0.68% | +49,065 | New |
| Northwestern Mutual Investment Management Company, LLC | 49,264 | $2.15M | 0.05% | −10,122−17.0% | Reduced |
| Gotham Asset Management, LLC | 49,609 | $2.16M | 0.06% | +34,795+234.9% | Added |
| United Capital Management of KS, Inc. | 49,644 | $2.16M | 1.01% | +1,152+2.4% | Added |
| Veritable, L.P. | 49,629 | $2.16M | 0.04% | +1,662+3.5% | Added |
| Atlantic Union Bankshares Corp | 49,772 | $2.17M | 0.25% | +928+1.9% | Added |
| New England Research & Management, Inc. | 50,640 | $2.21M | 1.39% | +780+1.6% | Added |
| Headinvest, LLC | 50,732 | $2.21M | 0.53% | +965+1.9% | Added |
| Alaska Permanent Fund Corp | 51,500 | $2.24M | 0.04% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 50,997 | $2.24M | 0.95% | +2,794+5.8% | Added |
| Rather & Kittrell, Inc. | 51,568 | $2.25M | 2.36% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 51,639 | $2.25M | 0.02% | −1,477−2.8% | Reduced |
| AMG National Trust Bank | 51,683 | $2.25M | 0.08% | +11,647+29.1% | Added |
| Welch & Forbes LLC | 51,936 | $2.26M | 0.04% | +128+0.2% | Added |
| Northwest & Ethical Investments L.P. | 52,010 | $2.26M | 0.09% | −1,061−2.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 52,396 | $2.28M | 0.19% | +4,590+9.6% | Added |
| ZWJ Investment Counsel Inc | 52,664 | $2.29M | 0.14% | −587−1.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 53,052 | $2.31M | 1.87% | −115−0.2% | Reduced |
| Citadel Advisors LLC | 53,312 | $2.32M | 0.00% | −1,075,209−95.3% | Reduced |
| Leavell Investment Management, Inc. | 53,364 | $2.32M | 0.18% | −30,745−36.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 53,605 | $2.33M | 0.11% | +1,766+3.4% | Added |
| Assetmark, Inc | 53,725 | $2.34M | 0.01% | +16,939+46.0% | Added |
| Trustmark National Bank Trust Department | 54,221 | $2.36M | 0.23% | 00.0% | Unchanged |
| JT Stratford LLC | 54,370 | $2.37M | 0.84% | −7,522−12.2% | Reduced |
| Moors & Cabot, Inc. | 54,608 | $2.38M | 0.18% | +16,344+42.7% | Added |
| Capital International Inc | 54,841 | $2.39M | 0.05% | +39,147+249.4% | Added |
| Trust Co of Vermont | 55,200 | $2.40M | 0.19% | +7,839+16.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 55,637 | $2.42M | 0.16% | +1,825+3.4% | Added |
| Westwood Holdings Group Inc. | 56,152 | $2.44M | 0.03% | −5,189−8.5% | Reduced |
| Laurel Wealth Advisors LLC | 56,357 | $2.45M | 0.62% | +140.0% | Added |
| United Services Automobile Association | 56,595 | $2.46M | 0.07% | +3,275+6.1% | Added |
| Capital International Sarl | 56,625 | $2.46M | 0.20% | −6,248−9.9% | Reduced |
| Iowa State Bank | 56,975 | $2.48M | 0.71% | −179−0.3% | Reduced |
| Valley National Advisers Inc | 57,305 | $2.48M | 0.52% | −1,973−3.3% | Reduced |
| Community Bank, N.A. | 57,070 | $2.48M | 0.38% | +3,865+7.3% | Added |
| First American Bank | 57,180 | $2.49M | 0.26% | +1,003+1.8% | Added |
| Ahl Investment Management, Inc. | 57,316 | $2.50M | 2.57% | −100.0% | Reduced |
| MainStreet Investment Advisors LLC | 57,673 | $2.51M | 0.31% | +100.0% | Added |
| North Star Investment Management Corp. | 57,907 | $2.52M | 0.25% | −459−0.8% | Reduced |
| Equitable Trust Co | 57,992 | $2.52M | 0.21% | −1,121−1.9% | Reduced |
| Capital Investment Counsel, Inc | 58,506 | $2.55M | 0.74% | −512−0.9% | Reduced |
| South State Corp. | 58,720 | $2.56M | 0.25% | −87−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 58,864 | $2.56M | 0.48% | −2,400−3.9% | Reduced |
| Fulton Bank, N.A. | 58,904 | $2.56M | 0.15% | +1,501+2.6% | Added |
| E. Ohman J:or Asset Management AB | 59,100 | $2.57M | 0.12% | 00.0% | Unchanged |
| Marotta Asset Management | 59,470 | $2.59M | 0.68% | −4,000−6.3% | Reduced |
| Shell Asset Management Co | 59,527 | $2.59M | 0.10% | −15,705−20.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 59,935 | $2.61M | 0.05% | −3,517−5.5% | Reduced |
| Culbertson A N & Co Inc | 60,067 | $2.62M | 0.61% | −2,194−3.5% | Reduced |
| Triangle Securities Wealth Management | 60,312 | $2.63M | 1.07% | −234−0.4% | Reduced |
| River Wealth Advisors LLC | 60,339 | $2.63M | 0.57% | −3,149−5.0% | Reduced |
| Citizens Business Bank | 60,373 | $2.63M | 0.64% | −9,263−13.3% | Reduced |
| Peloton Wealth Strategists | 60,925 | $2.65M | 1.38% | +500+0.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 60,996 | $2.66M | 0.44% | −249−0.4% | Reduced |
| Bray Capital Advisors | 61,725 | $2.69M | 0.84% | −395−0.6% | Reduced |
| Guardian Wealth Advisors, LLC | 61,933 | $2.70M | 0.50% | +3,654+6.3% | Added |
| Parcion Private Wealth LLC | 62,050 | $2.70M | 0.31% | +5,256+9.3% | Added |
| Shorepoint Capital Partners LLC | 62,140 | $2.71M | 1.29% | +7,044+12.8% | Added |
| Aptus Capital Advisors, LLC | 62,523 | $2.72M | 0.09% | +3,140+5.3% | Added |
| D.A. Davidson & Co. | 62,696 | $2.74M | 0.04% | +10,456+20.0% | Added |
| Pathstone Family Office, LLC | 63,717 | $2.78M | 0.05% | +11,600+22.3% | Added |
| Lee Danner & Bass Inc | 64,116 | $2.79M | 0.30% | +7,050+12.4% | Added |
| Resource Consulting Group Inc | 64,207 | $2.80M | 0.80% | +64,207 | New |
| JustInvest LLC | 64,763 | $2.82M | 0.13% | +3,853+6.3% | Added |
| Goelzer Investment Management, Inc. | 64,801 | $2.82M | 0.28% | +883+1.4% | Added |
| Venture Visionary Partners LLC | 65,076 | $2.83M | 0.23% | +22,051+51.3% | Added |
| Anchor Investment Management, LLC | 65,108 | $2.83M | 0.44% | −945−1.4% | Reduced |
| Marco Investment Management LLC | 65,487 | $2.85M | 0.36% | −120−0.2% | Reduced |
| Andra AP-fonden | 65,700 | $2.86M | 0.09% | −18,400−21.9% | Reduced |
| Salem Capital Management Inc | 65,708 | $2.86M | 2.26% | −350−0.5% | Reduced |
| Verition Fund Management LLC | 65,846 | $2.87M | 0.04% | −289−0.4% | Reduced |
| Stanley-Laman Group, Ltd. | 66,060 | $2.88M | 0.55% | +1,733+2.7% | Added |
| Beacon Investment Advisory Services, Inc. | 66,677 | $2.90M | 0.16% | −1,445−2.1% | Reduced |
| Ziegler Capital Management, LLC | 66,279 | $2.90M | 0.13% | −4,102−5.8% | Reduced |
| Gator Capital Management, LLC | 67,099 | $2.92M | 2.44% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 68,088 | $2.96M | 0.16% | −5,900−8.0% | Reduced |
| United Bank | 68,189 | $2.97M | 1.98% | −6,644−8.9% | Reduced |
| Verdence Capital Advisors LLC | 68,624 | $2.99M | 0.41% | +770+1.1% | Added |
| Cramer Rosenthal McGlynn LLC | 68,880 | $3.00M | 0.14% | +12,438+22.0% | Added |
| Quadrature Capital Ltd | 70,343 | $3.06M | 0.10% | +21,223+43.2% | Added |
| Kempner Capital Management Inc. | 71,121 | $3.10M | 2.05% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 71,524 | $3.11M | 1.21% | +27,866+63.8% | Added |