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; 1,706 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
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 | 1,706 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Earnest Partners LLC | 745 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 763 | $33.0K | 0.00% | +16+2.1% | Added |
| Goodwin Investment Advisory | 759 | $33.0K | 0.02% | +759 | New |
| Bell Investment Advisors, Inc | 780 | $34.0K | 0.01% | +145+22.8% | Added |
| Western Pacific Wealth Management, LP | 825 | $35.0K | 0.04% | +825 | New |
| Horizons Wealth Management | 853 | $37.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 854 | $37.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 852 | $37.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 875 | $38.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 880 | $38.0K | 0.01% | −7−0.8% | Reduced |
| Missouri Trust & Investment Co | 899 | $39.0K | 0.03% | −470−34.3% | Reduced |
| Perkins Coie Trust Co | 885 | $39.0K | 0.01% | 00.0% | Unchanged |
| Camden National Bank | 922 | $40.0K | 0.01% | −126,222−99.3% | Reduced |
| Pinnacle Bancorp, Inc. | 915 | $40.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 922 | $40.0K | 0.05% | +922 | New |
| Plante Moran Financial Advisors, LLC | 944 | $41.0K | 0.01% | −106−10.1% | Reduced |
| Rosenberg Matthew Hamilton | 973 | $42.0K | 0.02% | +21+2.2% | Added |
| Core Alternative Capital | 963 | $42.0K | 0.01% | +49+5.4% | Added |
| CKW Financial Group | 1,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,000 | $44.0K | 0.01% | +22+2.2% | Added |
| BerganKDV Wealth Management, LLC | 1,048 | $46.0K | 0.01% | −56−5.1% | Reduced |
| Westside Investment Management, Inc. | 1,070 | $46.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,111 | $48.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1,116 | $48.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 1,100 | $48.0K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,101 | $48.0K | 0.01% | +6+0.5% | Added |
| Old Second National Bank of Aurora | 1,163 | $50.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 1,195 | $52.0K | 0.02% | +318+36.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,228 | $53.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,236 | $54.0K | 0.00% | −2,550−67.4% | Reduced |
| Highlander Capital Management, LLC | 1,280 | $56.0K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,294 | $56.3K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,339 | $58.0K | 0.00% | +46+3.6% | Added |
| Macroview Investment Management LLC | 1,391 | $61.0K | 0.11% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,425 | $62.0K | 0.04% | 00.0% | Unchanged |
| Abound Wealth Management | 1,458 | $63.5K | 0.03% | +1,458 | New |
| PYA Waltman Capital, LLC | 1,497 | $65.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,491 | $65.0K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,532 | $66.7K | 0.03% | 00.0% | Unchanged |
| American National Bank | 1,541 | $67.0K | 0.02% | +48+3.2% | Added |
| Crewe Advisors LLC | 1,571 | $68.0K | 0.01% | +141+9.9% | Added |
| TCI Wealth Advisors, Inc. | 1,597 | $70.0K | 0.01% | −197−11.0% | Reduced |
| Arrow Financial Corp | 1,625 | $70.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,655 | $72.0K | 0.04% | −37−2.2% | Reduced |
| Zullo Investment Group, Inc. | 1,731 | $75.0K | 0.05% | −500−22.4% | Reduced |
| Stephens Consulting, LLC | 1,740 | $75.8K | 0.07% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,751 | $77.0K | 0.00% | −3,082−63.8% | Reduced |
| First PREMIER Bank | 1,780 | $77.0K | 0.03% | −124−6.5% | Reduced |
| Ci Investments Inc. | 1,776 | $77.0K | 0.00% | +1,614+996.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,792 | $78.0K | 0.01% | −7,900−81.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,800 | $78.0K | 0.01% | −50−2.7% | Reduced |
| Castle Wealth Management LLC | 1,820 | $79.0K | 0.05% | +5+0.3% | Added |
| Monetary Management Group Inc | 1,830 | $80.0K | 0.03% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,875 | $82.0K | 0.00% | +73+4.1% | Added |
| Cutler Group LP | 1,946 | $84.0K | 0.01% | +1,946 | New |
| IMA Wealth, Inc. | 1,961 | $85.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,987 | $86.0K | 0.03% | +141+7.6% | Added |
| PFG Private Wealth Management, LLC | 2,002 | $87.0K | 0.06% | −15−0.7% | Reduced |
| Loomis Sayles & Co L P | 2,061 | $90.0K | 0.00% | +2,061 | New |
| Covestor Ltd | 2,135 | $93.0K | 0.08% | +265+14.2% | Added |
| Creative Financial Designs Inc | 2,191 | $95.0K | 0.02% | −1,141−34.2% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $95.0K | 0.06% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,362 | $103.0K | 0.01% | −1,644−41.0% | Reduced |
| Aspire Private Capital, LLC | 2,440 | $106.0K | 0.04% | +188+8.3% | Added |
| Gables Capital Management Inc. | 2,531 | $110.0K | 0.09% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,520 | $110.0K | 0.03% | +2,520 | New |
| JJJ Advisors Inc. | 2,612 | $113.0K | 0.04% | +202+8.4% | Added |
| EdgeRock Capital LLC | 2,619 | $114.0K | 0.06% | +2,619 | New |
| JFS Wealth Advisors, LLC | 2,665 | $116.0K | 0.01% | −137−4.9% | Reduced |
| Pacer Advisors, Inc. | 2,705 | $118.0K | 0.00% | −24,899−90.2% | Reduced |
| Ellis Investment Partners, LLC | 2,748 | $119.0K | 0.03% | +61+2.3% | Added |
| Quent Capital, LLC | 2,741 | $119.0K | 0.02% | +448+19.5% | Added |
| Clear Investment Research, LLC | 2,837 | $124.0K | 0.26% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,895 | $126.0K | 0.02% | +6+0.2% | Added |
| Proffitt & Goodson Inc | 2,958 | $129.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,977 | $130.0K | 0.02% | +215+7.8% | Added |
| KB Financial Partners, LLC | 3,026 | $132.0K | 0.05% | −4−0.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,073 | $134.0K | 0.12% | +23+0.8% | Added |
| Washington Trust Advisors, Inc. | 3,166 | $138.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,163 | $138.0K | 0.02% | +50+1.6% | Added |
| Tompkins Financial Corp | 3,246 | $141.0K | 0.02% | +241+8.0% | Added |
| Evoke Wealth, LLC | 3,260 | $142.0K | 0.01% | +1,477+82.8% | Added |
| Bank of New Hampshire | 3,287 | $143.0K | 0.04% | +273+9.1% | Added |
| Mechanics Financial Corp | 3,495 | $152.0K | 0.10% | +1,160+49.7% | Added |
| Hexagon Capital Partners LLC | 3,586 | $156.0K | 0.05% | +2,589+259.7% | Added |
| AIA Group Ltd | 3,602 | $157.0K | 0.01% | −2,220−38.1% | Reduced |
| First Command Bank | 3,600 | $157.0K | 0.02% | −698−16.2% | Reduced |
| First Command Financial Services, Inc. | 3,600 | $157.0K | 0.02% | −698−16.2% | Reduced |
| Payden & Rygel | 3,600 | $157.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,600 | $157.0K | 0.10% | +3,600 | New |
| Neo Ivy Capital Management | 3,654 | $159.0K | 0.42% | +3,654 | New |
| Manchester Capital Management LLC | 3,691 | $161.0K | 0.03% | +173+4.9% | Added |
| Prestige Wealth Management Group LLC | 3,740 | $163.0K | 0.05% | +357+10.6% | Added |
| Carmichael Hill & Associates, Inc. | 3,842 | $167.0K | 0.10% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,862 | $168.0K | 0.02% | +12+0.3% | Added |
| Bollard Group LLC | 3,864 | $168.0K | 0.01% | +42+1.1% | Added |
| Ellevest, Inc. | 3,884 | $169.0K | 0.02% | −2,841−42.2% | Reduced |
| Raffa Wealth Management, LLC | 3,889 | $169.3K | 0.07% | 00.0% | Unchanged |
| United Community Bank | 3,920 | $170.7K | 0.18% | +310+8.6% | Added |
| Pittenger & Anderson Inc | 3,970 | $173.0K | 0.01% | 00.0% | Unchanged |