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 |
|---|---|---|---|---|---|
| McRae Capital Management Inc | 253,715 | $11.0M | 3.36% | +1,545+0.6% | Added |
| Dana Investment Advisors, Inc. | 258,053 | $11.2M | 0.64% | +3,385+1.3% | Added |
| Chesley Taft & Associates LLC | 259,741 | $11.3M | 0.83% | −3,310−1.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 260,214 | $11.3M | 0.26% | +18,863+7.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 262,999 | $11.5M | 0.06% | +12,951+5.2% | Added |
| Bryn Mawr Trust Co | 263,114 | $11.5M | 0.56% | −2,444−0.9% | Reduced |
| Verity & Verity, LLC | 263,319 | $11.5M | 1.85% | +9,966+3.9% | Added |
| Public Sector Pension Investment Board | 266,464 | $11.6M | 0.10% | −766,310−74.2% | Reduced |
| Chartwell Investment Partners, LLC | 268,335 | $11.7M | 0.50% | +1,534+0.6% | Added |
| Ledyard National Bank | 270,104 | $11.8M | 1.53% | +5,502+2.1% | Added |
| Creative Planning | 271,786 | $11.8M | 0.02% | −10,144−3.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 273,615 | $11.9M | 1.26% | +109,636+66.9% | Added |
| Wade G W & Inc | 278,407 | $12.1M | 0.59% | +278,407 | New |
| Delta Asset Management LLC | 279,383 | $12.2M | 1.47% | +271+0.1% | Added |
| Forsta Ap-Fonden | 280,000 | $12.2M | 0.15% | −8,900−3.1% | Reduced |
| Cerity Partners LLC | 282,057 | $12.3M | 0.15% | −3,278−1.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 283,595 | $12.3M | 0.20% | +11,615+4.3% | Added |
| Montag A & Associates Inc | 284,609 | $12.4M | 0.86% | −8,712−3.0% | Reduced |
| Janus Henderson Group PLC | 284,549 | $12.4M | 0.01% | +119,851+72.8% | Added |
| Gradient Investments LLC | 288,372 | $12.6M | 0.38% | +17,837+6.6% | Added |
| AXA S.A. | 289,009 | $12.6M | 0.05% | +66,848+30.1% | Added |
| Comerica Bank | 299,611 | $12.8M | 0.11% | +4,368+1.5% | Added |
| Washington Trust Co | 296,396 | $12.9M | 0.65% | −2,069−0.7% | Reduced |
| CIBC Asset Management Inc | 296,796 | $12.9M | 0.06% | +69,836+30.8% | Added |
| Haverford Trust Co | 298,752 | $13.0M | 0.18% | +6,594+2.3% | Added |
| United Capital Financial Advisers, LLC | 300,687 | $13.1M | 0.08% | −5,399−1.8% | Reduced |
| Stock Yards Bank & Trust Co | 301,636 | $13.1M | 0.56% | +3,549+1.2% | Added |
| Peapack Gladstone Financial Corp | 303,540 | $13.2M | 0.27% | +2,167+0.7% | Added |
| Raymond James Trust N.A. | 306,296 | $13.3M | 0.50% | +7,469+2.5% | Added |
| Pinnacle Financial Partners Inc | 312,600 | $13.6M | 0.49% | +19,654+6.7% | Added |
| Tower Bridge Advisors | 312,944 | $13.6M | 1.21% | +2,539+0.8% | Added |
| Bridgewater Associates, LP | 314,470 | $13.7M | 0.07% | −46,441−12.9% | Reduced |
| Handelsbanken Fonder AB | 315,989 | $13.8M | 0.09% | +19,356+6.5% | Added |
| Allspring Global Investments Holdings, LLC | 322,188 | $14.0M | 0.02% | +219,439+213.6% | Added |
| Guggenheim Capital LLC | 329,122 | $14.3M | 0.13% | +41,700+14.5% | Added |
| Intech Investment Management LLC | 334,784 | $14.6M | 0.11% | +159,050+90.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 336,676 | $14.7M | 1.27% | +31,799+10.4% | Added |
| PM Capital Ltd | 343,167 | $14.9M | 3.95% | +16,101+4.9% | Added |
| Amalgamated Bank | 343,368 | $14.9M | 0.14% | +1,210+0.4% | Added |
| Nomura Asset Management Co Ltd | 345,241 | $15.0M | 0.10% | +6,144+1.8% | Added |
| Advisor Group Holdings, Inc. | 349,040 | $15.2M | 0.03% | +21,732+6.6% | Added |
| MetLife Investment Management | 352,146 | $15.3M | 0.13% | −6,497−1.8% | Reduced |
| Calamos Advisors LLC | 353,015 | $15.4M | 0.07% | +160,000+82.9% | Added |
| American Assets Investment Management, LLC | 354,000 | $15.4M | 2.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 357,891 | $15.6M | 0.32% | +35,471+11.0% | Added |
| State of Michigan Retirement System | 358,943 | $15.6M | 0.11% | −500−0.1% | Reduced |
| Arizona State Retirement System | 361,913 | $15.8M | 0.16% | −2,451−0.7% | Reduced |
| Whittier Trust Co | 368,731 | $16.1M | 0.34% | +14,399+4.1% | Added |
| Robeco Institutional Asset Management B.V. | 370,277 | $16.1M | 0.05% | +29,921+8.8% | Added |
| Salem Investment Counselors Inc | 383,786 | $16.7M | 0.76% | −5,355−1.4% | Reduced |
| Professional Advisory Services Inc | 386,057 | $16.8M | 2.92% | +2,697+0.7% | Added |
| South Dakota Investment Council | 393,442 | $17.1M | 0.41% | −5,400−1.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 361,198 | $17.1M | 0.22% | 00.0% | Unchanged |
| Synovus Financial Corp | 395,947 | $17.2M | 0.21% | +2,613+0.7% | Added |
| First Long Island Investors, LLC | 397,316 | $17.3M | 1.92% | −4,157−1.0% | Reduced |
| Coerente Capital Management | 404,252 | $17.6M | 4.23% | +4,019+1.0% | Added |
| Davenport & Co LLC | 404,996 | $17.6M | 0.15% | +9,978+2.5% | Added |
| Financial Counselors Inc | 408,140 | $17.8M | 0.44% | +4,648+1.2% | Added |
| US Bancorp | 412,328 | $18.0M | 0.04% | −85,533−17.2% | Reduced |
| Bluestein R H & Co | 416,206 | $18.1M | 1.13% | +199,420+92.0% | Added |
| Deprince Race & Zollo Inc | 417,158 | $18.2M | 0.46% | −2,453−0.6% | Reduced |
| Morningstar Investment Services LLC | 421,797 | $18.6M | 0.26% | +17,900+4.4% | Added |
| American International Group, Inc. | 440,208 | $19.2M | 0.14% | −9,819−2.2% | Reduced |
| Retirement Systems of Alabama | 440,560 | $19.2M | 0.09% | −817−0.2% | Reduced |
| Natixis Advisors, L.P. | 444,987 | $19.4M | 0.08% | −29,924−6.3% | Reduced |
| Qube Research & Technologies Ltd | 450,257 | $19.6M | 0.12% | +450,257 | New |
| Baird Financial Group, Inc. | 455,645 | $19.8M | 0.06% | +12,278+2.8% | Added |
| Logan Capital Management Inc | 457,883 | $19.9M | 1.19% | +23,327+5.4% | Added |
| Thomasville National Bank | 463,024 | $20.2M | 2.42% | +3,973+0.9% | Added |
| Mackenzie Financial Corp | 465,851 | $20.3M | 0.03% | +1,032+0.2% | Added |
| Montgomery Investment Management Inc | 469,938 | $20.5M | 8.38% | +300+0.1% | Added |
| Advisors Capital Management, LLC | 446,413 | $20.6M | 0.55% | +178,400+66.6% | Added |
| Matrix Asset Advisors Inc | 486,631 | $21.2M | 3.47% | −23,527−4.6% | Reduced |
| Teacher Retirement System of Texas | 504,754 | $22.0M | 0.16% | +147,895+41.4% | Added |
| River Road Asset Management, LLC | 508,444 | $22.1M | 0.33% | +502+0.1% | Added |
| Rafferty Asset Management, LLC | 514,198 | $22.4M | 0.24% | +51,988+11.2% | Added |
| Nisa Investment Advisors, LLC | 515,515 | $22.4M | 0.19% | −35,550−6.5% | Reduced |
| Alps Advisors Inc | 515,637 | $22.5M | 0.21% | −28,179−5.2% | Reduced |
| USS Investment Management Ltd | 516,246 | $22.5M | 0.35% | −98,754−16.1% | Reduced |
| Oppenheimer Asset Management Inc. | 516,566 | $22.5M | 0.40% | −2,555−0.5% | Reduced |
| Fifth Third Bancorp | 517,612 | $22.5M | 0.12% | −57,640−10.0% | Reduced |
| NFJ Investment Group, LLC | 533,762 | $23.2M | 0.62% | −127,176−19.2% | Reduced |
| Mariner, LLC | 542,653 | $23.6M | 0.09% | +40,473+8.1% | Added |
| Cantor Fitzgerald, L. P. | 546,719 | $23.8M | 0.52% | −113,619−17.2% | Reduced |
| PFS Investments Inc. | 555,692 | $24.2M | 0.52% | +52,630+10.5% | Added |
| Commonwealth Equity Services, LLC | 559,323 | $24.4M | 0.07% | +13,208+2.4% | Added |
| Toronto Dominion Bank | 565,958 | $24.6M | 0.04% | −75,983−11.8% | Reduced |
| Fort Washington Investment Advisors Inc | 583,417 | $25.4M | 0.21% | +2,083+0.4% | Added |
| Treasurer of the State of North Carolina | 588,365 | $25.6M | 0.17% | +2,300+0.4% | Added |
| TD Asset Management Inc | 593,817 | $26.1M | 0.03% | −12,290−2.0% | Reduced |
| Asset Management One Co.,Ltd. | 620,814 | $27.0M | 0.14% | −8,531−1.4% | Reduced |
| Pictet Asset Management SA | 627,968 | $27.3M | 0.04% | −612−0.1% | Reduced |
| Aviva PLC | 634,433 | $27.6M | 0.16% | +43,276+7.3% | Added |
| Standard Life Aberdeen plc | 658,401 | $28.7M | 0.09% | +214,074+48.2% | Added |
| Easterly Investment Partners LLC | 659,916 | $28.7M | 2.76% | +102,459+18.4% | Added |
| Vaughan David Investments LLC | 661,040 | $28.8M | 0.96% | +5,516+0.8% | Added |
| Gillespie Robinson & Grimm Inc | 662,813 | $28.9M | 3.13% | +2,077+0.3% | Added |
| Janney Montgomery Scott LLC | 673,719 | $29.3M | 0.13% | +24,333+3.7% | Added |
| RNC Capital Management LLC | 687,740 | $29.9M | 1.88% | −9,888−1.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 698,117 | $30.4M | 0.07% | +76,701+12.3% | Added |