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 |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 4,030 | $175.0K | 0.02% | +114+2.9% | Added |
| M&R Capital Management Inc | 4,065 | $177.0K | 0.05% | +24+0.6% | Added |
| CVA Family Office, LLC | 4,080 | $178.0K | 0.05% | −1,805−30.7% | Reduced |
| Tiemann Investment Advisors, LLC | 4,211 | $183.0K | 0.12% | −75−1.7% | Reduced |
| Arlington Partners LLC | 4,237 | $184.0K | 0.07% | −6,941−62.1% | Reduced |
| Hudock, Inc. | 4,238 | $184.0K | 0.06% | +22+0.5% | Added |
| MV Capital Management, Inc. | 4,285 | $187.0K | 0.03% | +101+2.4% | Added |
| Wellington Shields & Co., LLC | 4,455 | $194.0K | 0.08% | 00.0% | Unchanged |
| SBK Financial, Inc. | 4,621 | $201.0K | 0.31% | +4,621 | New |
| Intercontinental Wealth Advisors, LLC | 4,644 | $202.0K | 0.06% | +64+1.4% | Added |
| Home Federal Bank of Tennessee | 4,661 | $203.0K | 0.08% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,661 | $203.0K | 0.00% | +4,661 | New |
| AlphaMark Advisors, LLC | 4,680 | $204.0K | 0.10% | −401−7.9% | Reduced |
| Stillwater Investment Management, LLC | 4,676 | $204.0K | 0.06% | +51+1.1% | Added |
| LexAurum Advisors, LLC | 4,696 | $204.0K | 0.08% | +4,696 | New |
| Worth Asset Management, LLC | 4,700 | $205.0K | 0.15% | −215−4.4% | Reduced |
| Alaethes Wealth LLC | 4,700 | $205.0K | 0.15% | 00.0% | Unchanged |
| Excalibur Management Corp | 4,726 | $206.0K | 0.12% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 4,727 | $206.0K | 0.11% | +90+1.9% | Added |
| Alliance Wealth Advisors, LLC | 4,761 | $207.0K | 0.19% | −359−7.0% | Reduced |
| Morris Financial Concepts, Inc. | 4,753 | $207.0K | 0.21% | 00.0% | Unchanged |
| Insight Advisors, LLC | 4,776 | $208.0K | 0.08% | 00.0% | Unchanged |
| Norris Perne & French LLP | 4,767 | $208.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,778 | $208.0K | 0.01% | +4,778 | New |
| Glassman Wealth Services | 4,805 | $209.0K | 0.04% | −426−8.1% | Reduced |
| Eagle Capital Management, LLC | 4,798 | $209.0K | 0.13% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 4,800 | $209.0K | 0.46% | +4,800 | New |
| Truadvice, LLC | 4,732 | $212.0K | 0.12% | +627+15.3% | Added |
| Lansing Street Advisors | 4,863 | $212.0K | 0.16% | +1,082+28.6% | Added |
| Mirabella Financial Services LLP | 4,822 | $212.0K | 0.02% | +4,822 | New |
| Johnson Investment Counsel Inc | 4,886 | $213.0K | 0.00% | +355+7.8% | Added |
| Ontario Teachers Pension Plan Board | 4,881 | $213.0K | 0.00% | +4,881 | New |
| Silver Oak Securities, Inc | 7,446 | $213.0K | 0.05% | +1,012+15.7% | Added |
| Stewardship Advisors, LLC | 4,909 | $214.0K | 0.09% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,955 | $216.0K | 0.05% | −2,524−33.7% | Reduced |
| Harbour Investments, Inc. | 4,558 | $216.0K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 4,963 | $216.0K | 0.07% | +650+15.1% | Added |
| Investment Partners, Ltd. | 4,963 | $216.0K | 0.06% | +4,963 | New |
| Tocqueville Asset Management L.P. | 4,994 | $217.0K | 0.00% | +125+2.6% | Added |
| Amplius Wealth Advisors, LLC | 200,595 | $217.0K | 0.04% | −10,781−5.1% | Reduced |
| Lindbrook Capital, LLC | 5,015 | $218.0K | 0.04% | −57−1.1% | Reduced |
| SPC Financial, Inc. | 5,000 | $218.0K | 0.03% | −50−1.0% | Reduced |
| Oakworth Capital, Inc. | 5,036 | $219.0K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 5,029 | $219.0K | 0.08% | +5,029 | New |
| Toth Financial Advisory Corp | 5,056 | $220.0K | 0.04% | −98−1.9% | Reduced |
| Twin Focus Capital Partners, LLC | 5,058 | $220.0K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,059 | $220.0K | 0.21% | +364+7.8% | Added |
| Flagship Harbor Advisors, LLC | 5,074 | $221.0K | 0.03% | −334−6.2% | Reduced |
| Samalin Investment Counsel, LLC | 5,074 | $221.0K | 0.16% | +5+0.1% | Added |
| Family Firm, Inc. | 5,128 | $223.0K | 0.07% | −3,159−38.1% | Reduced |
| Single Point Partners, LLC | 5,151 | $224.0K | 0.06% | −46−0.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,141 | $224.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,158 | $225.0K | 0.04% | −2,727−34.6% | Reduced |
| Putnam Investments LLC | 5,174 | $225.0K | 0.00% | −251−4.6% | Reduced |
| HC Advisors, LLC | 5,170 | $225.0K | 0.15% | +3+0.1% | Added |
| Deseret Mutual Benefit Administrators | 5,197 | $226.0K | 0.06% | −1,043−16.7% | Reduced |
| Meyer Handelman Co | 5,200 | $226.0K | 0.01% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 5,183 | $226.0K | 0.11% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,975 | $226.6K | 0.00% | +64+1.3% | Added |
| Accurate Wealth Management, LLC | 5,169 | $227.0K | 0.09% | +5,169 | New |
| Sutton Wealth Advisors Inc. | 5,214 | $227.0K | 0.09% | +79+1.5% | Added |
| Blue Barn Wealth, LLC | 5,235 | $228.0K | 0.16% | +931+21.6% | Added |
| Dakota Community Bank & Trust NA | 5,228 | $228.0K | 1.58% | +5,228 | New |
| Patriot Investment Management Inc. | 5,293 | $230.0K | 0.02% | −45−0.8% | Reduced |
| New Jersey Better Educational Savings Trust | 5,292 | $230.0K | 0.77% | 00.0% | Unchanged |
| Central Bank & Trust Co | 5,300 | $231.0K | 0.05% | −1,000−15.9% | Reduced |
| Strategic Wealth Designers | 5,298 | $231.0K | 0.07% | −436−7.6% | Reduced |
| M. Kulyk & Associates, LLC | 5,310 | $231.0K | 0.08% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 5,317 | $232.0K | 0.13% | −1,532−22.4% | Reduced |
| Aviance Capital Partners, LLC | 5,325 | $232.0K | 0.06% | −75−1.4% | Reduced |
| Tandem Capital Management Corp | 5,652 | $235.0K | 0.20% | −420−6.9% | Reduced |
| Arlington Financial Advisors, LLC | 5,400 | $235.0K | 0.12% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 5,400 | $235.1K | 0.25% | −1,400−20.6% | Reduced |
| Sage Mountain Advisors LLC | 5,454 | $237.0K | 0.06% | −530−8.9% | Reduced |
| Southern Capital Advisors, LLC | 5,434 | $237.0K | 0.19% | +59+1.1% | Added |
| Cornerstone Wealth Group, LLC | 5,476 | $238.0K | 0.05% | −479−8.0% | Reduced |
| PBMares Wealth Management LLC | 5,476 | $238.0K | 0.10% | 00.0% | Unchanged |
| Jefferies Group LLC | 5,470 | $238.2K | 0.01% | +5,470 | New |
| Chicago Trust Co NA | 5,502 | $239.0K | 0.06% | −135−2.4% | Reduced |
| Cornerstone Management, Inc. | 5,521 | $240.4K | 0.07% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,549 | $242.0K | 0.07% | 00.0% | Unchanged |
| Lake Street Financial LLC | 5,591 | $243.0K | 0.06% | −1,363−19.6% | Reduced |
| Chiron Capital Management, LLC | 5,600 | $244.0K | 0.16% | +5,600 | New |
| TrinityPoint Wealth, LLC | 5,622 | $245.0K | 0.06% | +21+0.4% | Added |
| Exchange Traded Concepts, LLC | 5,630 | $245.0K | 0.01% | +786+16.2% | Added |
| Aua Capital Management, LLC | 5,680 | $247.0K | 0.16% | −1,331−19.0% | Reduced |
| Country Club Bank | 5,650 | $248.0K | 0.02% | −750−11.7% | Reduced |
| Highland Private Wealth Management | 5,694 | $248.0K | 0.04% | +5,694 | New |
| Gateway Investment Advisers LLC | 5,734 | $250.0K | 0.00% | −2,529−30.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,775 | $251.0K | 0.06% | −142−2.4% | Reduced |
| Capital Square, LLC | 5,784 | $251.0K | 0.23% | +1,004+21.0% | Added |
| Evercore Wealth Management, LLC | 5,780 | $252.0K | 0.01% | +200+3.6% | Added |
| Wedmont Private Capital | 5,838 | $254.0K | 0.05% | +911+18.5% | Added |
| HighTower Trust Services, LTA | 5,833 | $254.0K | 0.03% | +5,833 | New |
| SRS Capital Advisors, Inc. | 5,849 | $255.0K | 0.04% | −3,334−36.3% | Reduced |
| AdvisorNet Financial, Inc | 5,851 | $255.0K | 0.03% | −3−0.1% | Reduced |
| KC Investment Advisors, LLC | 5,848 | $255.0K | 0.22% | +1,049+21.9% | Added |
| Stony Point Wealth Management Inc. | 5,884 | $256.0K | 0.19% | −1,390−19.1% | Reduced |
| Optimum Investment Advisors | 5,874 | $256.0K | 0.14% | +279+5.0% | Added |
| HHM Wealth Advisors, LLC | 5,940 | $259.0K | 0.07% | −129−2.1% | Reduced |