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 |
|---|---|---|---|---|---|
| German American Bancorp, Inc. | 131,259 | $5.71M | 0.99% | +60,104+84.5% | Added |
| British Columbia Investment Management Corp | 131,719 | $5.74M | 0.06% | −22,254−14.5% | Reduced |
| Atria Investments LLC | 132,147 | $5.75M | 0.13% | −6,365−4.6% | Reduced |
| Massmutual Trust Co FSB | 132,165 | $5.75M | 0.26% | +23,507+21.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 133,214 | $5.80M | 0.30% | −11,214−7.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 134,015 | $5.83M | 0.25% | −2,268−1.7% | Reduced |
| Quantbot Technologies LP | 134,114 | $5.84M | 0.44% | +134,114 | New |
| Kingsview Wealth Management, LLC | 134,359 | $5.85M | 0.28% | +33,169+32.8% | Added |
| Hartford Investment Management Co | 134,985 | $5.88M | 0.19% | +201+0.1% | Added |
| Jones Financial Companies LLLP | 139,155 | $6.06M | 0.01% | +10,338+8.0% | Added |
| Stonegate Investment Group, LLC | 140,102 | $6.10M | 0.28% | −1,224−0.9% | Reduced |
| Oppenheimer & Co Inc | 140,109 | $6.10M | 0.14% | +2,763+2.0% | Added |
| Icon Wealth Advisors, LLC | 140,780 | $6.13M | 0.74% | +140,780 | New |
| Parkside Investments, LLC | 141,503 | $6.16M | 1.32% | +4,350+3.2% | Added |
| TD Private Client Wealth LLC | 141,721 | $6.17M | 0.32% | −6,068−4.1% | Reduced |
| Lazard Asset Management LLC | 142,042 | $6.18M | 0.01% | −1,592−1.1% | Reduced |
| 1832 Asset Management L.P. | 142,909 | $6.22M | 0.01% | +1,474+1.0% | Added |
| Linscomb & Williams, Inc. | 144,869 | $6.31M | 0.38% | +1,776+1.2% | Added |
| Allianz Asset Management GmbH | 145,290 | $6.33M | 0.01% | +11,045+8.2% | Added |
| Biondo Investment Advisors, LLC | 145,523 | $6.41M | 1.48% | +5,061+3.6% | Added |
| Umb Bank N A | 147,268 | $6.41M | 0.11% | −15,792−9.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 148,583 | $6.47M | 0.28% | +7,412+5.3% | Added |
| CIBC Private Wealth Group, LLC | 150,989 | $6.57M | 0.02% | −2,036−1.3% | Reduced |
| Maryland Capital Management | 151,006 | $6.58M | 0.55% | −16,017−9.6% | Reduced |
| Wealth Advisory Solutions, LLC | 152,910 | $6.66M | 1.84% | −23,787−13.5% | Reduced |
| Nissay Asset Management Corp | 153,239 | $6.67M | 0.07% | +5,923+4.0% | Added |
| Mercer Global Advisors Inc | 154,043 | $6.71M | 0.04% | +54,589+54.9% | Added |
| Czech National Bank | 154,048 | $6.71M | 0.19% | +154,048 | New |
| Swiss Life Asset Management Ltd | 154,835 | $6.74M | 0.12% | −28,521−15.6% | Reduced |
| Old National Bancorp | 155,496 | $6.77M | 0.23% | +34,888+28.9% | Added |
| Kestra Advisory Services, LLC | 156,451 | $6.81M | 0.07% | +1,737+1.1% | Added |
| M&T Bank Corp | 156,932 | $6.83M | 0.03% | −17,428−10.0% | Reduced |
| Investment Management Corp of Ontario | 159,000 | $6.92M | 1.11% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 160,234 | $6.98M | 1.33% | −5,862−3.5% | Reduced |
| First Republic Investment Management, Inc. | 162,874 | $7.09M | 0.02% | −4,332−2.6% | Reduced |
| Farmers & Merchants Investments Inc | 164,073 | $7.14M | 0.32% | +221+0.1% | Added |
| Trexquant Investment LP | 165,051 | $7.19M | 0.25% | +165,051 | New |
| Argent Trust Co | 166,988 | $7.27M | 0.53% | +6,480+4.0% | Added |
| Moneta Group Investment Advisors LLC | 168,856 | $7.35M | 0.28% | +143,197+558.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 169,270 | $7.37M | 0.85% | +5,213+3.2% | Added |
| Bogart Wealth, LLC | 169,508 | $7.38M | 0.62% | +33,237+24.4% | Added |
| Great Lakes Advisors, LLC | 170,123 | $7.41M | 0.16% | +50,370+42.1% | Added |
| Brinker Capital Investments, LLC | 172,411 | $7.51M | 0.16% | −3,888−2.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 167,482 | $7.52M | 1.10% | +11,946+7.7% | Added |
| Walleye Trading LLC | 173,820 | $7.57M | 0.25% | +173,820 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 176,260 | $7.67M | 2.05% | +11,650+7.1% | Added |
| Wallington Asset Management, LLC | 180,384 | $7.85M | 1.86% | +285+0.2% | Added |
| Diversified Trust Co | 180,538 | $7.86M | 0.36% | +82,280+83.7% | Added |
| Mutual of America Capital Management LLC | 183,655 | $8.00M | 0.11% | +2,117+1.2% | Added |
| Highland Capital Management, LLC | 183,897 | $8.01M | 0.62% | −1,025−0.6% | Reduced |
| Covington Capital Management | 183,962 | $8.01M | 0.35% | +9,383+5.4% | Added |
| State of Alaska, Department of Revenue | 184,041 | $8.01M | 0.11% | −7,200−3.8% | Reduced |
| Texas Permanent School Fund | 187,676 | $8.17M | 0.13% | +11,815+6.7% | Added |
| Brown Advisory Inc | 190,849 | $8.31M | 0.02% | +13,363+7.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 194,011 | $8.45M | 0.08% | +157+0.1% | Added |
| Capital Investment Advisory Services, LLC | 194,272 | $8.46M | 1.10% | +152,215+361.9% | Added |
| Pinnacle Associates Ltd | 194,472 | $8.47M | 0.19% | −1,527−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 194,800 | $8.48M | 0.10% | +194,800 | New |
| Northwestern Mutual Wealth Management Co | 195,520 | $8.51M | 0.01% | +23,031+13.4% | Added |
| Empire Life Investments Inc. | 197,871 | $8.62M | 0.66% | +6,951+3.6% | Added |
| Rothschild Investment Corp | 198,035 | $8.62M | 0.85% | +986+0.5% | Added |
| Ossiam | 200,303 | $8.72M | 0.25% | +199,765+37,131.0% | Added |
| Susquehanna Fundamental Investments, LLC | 203,900 | $8.88M | 0.15% | +203,900 | New |
| Candriam Luxembourg S.C.A. | 208,441 | $9.08M | 0.06% | +109,558+110.8% | Added |
| New York Life Investment Management LLC | 208,578 | $9.08M | 0.11% | −1,828−0.9% | Reduced |
| Yousif Capital Management, LLC | 209,361 | $9.12M | 0.13% | +431+0.2% | Added |
| Cresset Asset Management, LLC | 213,300 | $9.28M | 0.12% | −7,531−3.4% | Reduced |
| Gulf International Bank (UK) Ltd | 215,501 | $9.38M | 0.18% | +770+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 216,729 | $9.44M | 0.91% | −11,524−5.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 217,641 | $9.48M | 0.06% | +31,156+16.7% | Added |
| Patten & Patten Inc | 217,694 | $9.48M | 0.90% | +2,133+1.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 218,000 | $9.49M | 0.16% | 00.0% | Unchanged |
| Willis Investment Counsel | 218,606 | $9.52M | 0.69% | −32,007−12.8% | Reduced |
| CIBC World Markets Corp | 219,041 | $9.54M | 0.13% | −80,768−26.9% | Reduced |
| Stonebridge Capital Advisors LLC | 219,338 | $9.55M | 1.23% | +6,383+3.0% | Added |
| NTV Asset Management LLC | 220,643 | $9.61M | 2.02% | −2,029−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 221,046 | $9.62M | 0.06% | −880.0% | Reduced |
| Rowland & Co Investment Counsel | 223,008 | $9.71M | 2.62% | +4,097+1.9% | Added |
| M&G Investment Management Ltd | 221,675 | $9.75M | 0.08% | +5,268+2.4% | Added |
| Cullinan Associates Inc | 224,186 | $9.76M | 0.62% | −21,993−8.9% | Reduced |
| FDx Advisors, Inc. | 224,904 | $9.79M | 0.44% | +16,438+7.9% | Added |
| Associated Banc-Corp | 225,919 | $9.84M | 0.45% | +983+0.4% | Added |
| Gofen & Glossberg LLC | 226,066 | $9.84M | 0.28% | −770−0.3% | Reduced |
| MML Investors Services, LLC | 228,306 | $9.94M | 0.08% | +26,161+12.9% | Added |
| IFM Investors Pty Ltd | 229,801 | $10.0M | 0.18% | +3,466+1.5% | Added |
| Rockefeller Capital Management L.P. | 229,914 | $10.0M | 0.05% | +2,663+1.2% | Added |
| DnB Asset Management AS | 232,125 | $10.1M | 0.08% | −1,678−0.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 232,457 | $10.1M | 0.43% | +3,658+1.6% | Added |
| Stephens Inc | 232,952 | $10.1M | 0.22% | +13,348+6.1% | Added |
| Sonora Investment Management Group, LLC | 214,099 | $10.2M | 1.31% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 233,937 | $10.2M | 0.61% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 236,085 | $10.3M | 0.07% | +108,301+84.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 236,253 | $10.3M | 0.03% | +12,306+5.5% | Added |
| Utah Retirement Systems | 238,325 | $10.4M | 0.17% | +1,100+0.5% | Added |
| Kanawha Capital Management LLC | 242,743 | $10.6M | 1.16% | −5,562−2.2% | Reduced |
| Wesbanco Bank Inc | 243,399 | $10.6M | 0.72% | −57,927−19.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 244,134 | $10.6M | 0.09% | +1,850+0.8% | Added |
| ProShare Advisors LLC | 248,343 | $10.8M | 0.04% | −25,951−9.5% | Reduced |
| Hudson Bay Capital Management LP | 250,000 | $10.9M | 0.11% | +90,000+56.3% | Added |
| Stieven Capital Advisors, L.P. | 252,500 | $11.0M | 1.80% | −61,900−19.7% | Reduced |