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 |
|---|---|---|---|---|---|
| Petrus Trust Company, LTA | 5,997 | $261.0K | 0.04% | +5,997 | New |
| Loudon Investment Management, LLC | 6,035 | $263.0K | 0.21% | −16,236−72.9% | Reduced |
| Goepper Burkhardt LLC | 6,051 | $263.0K | 0.20% | −210−3.4% | Reduced |
| WealthShield Partners, LLC | 6,145 | $268.0K | 0.05% | −170−2.7% | Reduced |
| Glen Eagle Advisors, LLC | 6,179 | $269.0K | 0.08% | −91−1.5% | Reduced |
| Great Valley Advisor Group, Inc. | 6,204 | $270.0K | 0.02% | +40+0.6% | Added |
| MJP Associates Inc | 6,192 | $270.0K | 0.08% | +6,192 | New |
| TCWP LLC | 6,235 | $271.0K | 0.06% | −302−4.6% | Reduced |
| Connors Investor Services Inc | 6,220 | $271.0K | 0.04% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 6,225 | $271.0K | 0.04% | +291+4.9% | Added |
| First Foundation Advisors | 6,245 | $272.0K | 0.01% | −242−3.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,262 | $273.0K | 0.10% | +210+3.5% | Added |
| Augustine Asset Management Inc | 6,298 | $274.0K | 0.18% | −87−1.4% | Reduced |
| Vise Technologies, Inc. | 6,290 | $274.0K | 0.10% | +6,290 | New |
| Emfo, LLC | 6,315 | $275.0K | 0.26% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,323 | $275.0K | 0.09% | +143+2.3% | Added |
| ARGI Investment Services, LLC | 6,362 | $277.0K | 0.01% | −524−7.6% | Reduced |
| Formidable Asset Management, LLC | 6,302 | $277.0K | 0.06% | 00.0% | Unchanged |
| Doyle Wealth Management | 6,365 | $277.0K | 0.02% | +69+1.1% | Added |
| Premier Asset Management LLC | 6,370 | $277.0K | 0.29% | +6,370 | New |
| Ameritas Advisory Services, LLC | 6,405 | $279.0K | 0.02% | +281+4.6% | Added |
| Meridian Financial Partners LLC | 6,480 | $279.0K | 0.40% | +742+12.9% | Added |
| Williams Jones Wealth Management, LLC. | 6,436 | $280.0K | 0.00% | −622−8.8% | Reduced |
| Keudell/Morrison Wealth Management | 6,462 | $281.0K | 0.11% | +736+12.9% | Added |
| Montecito Bank & Trust | 6,467 | $282.0K | 0.07% | −729−10.1% | Reduced |
| Occidental Asset Management, LLC | 6,467 | $282.0K | 0.08% | 00.0% | Unchanged |
| Benin Management CORP | 6,498 | $283.0K | 0.12% | −50−0.8% | Reduced |
| Horizon Financial Services, LLC | 6,494 | $283.0K | 0.25% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,518 | $283.8K | 0.00% | +415+6.8% | Added |
| Canton Hathaway, LLC | 6,516 | $284.0K | 0.10% | −565−8.0% | Reduced |
| Carson Advisory Inc. | 6,555 | $285.0K | 0.32% | −199−2.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,546 | $285.0K | 0.31% | −13−0.2% | Reduced |
| Jackson Square Capital, LLC | 6,542 | $285.0K | 0.14% | 00.0% | Unchanged |
| QVR LLC | 6,547 | $285.0K | 0.26% | +2,607+66.2% | Added |
| Annapolis Financial Services, LLC | 6,558 | $286.0K | 0.10% | +343+5.5% | Added |
| Boothbay Fund Management, LLC | 6,578 | $286.0K | 0.01% | +6,578 | New |
| Cassady Schiller Wealth Management, LLC | 6,601 | $287.0K | 0.17% | +429+7.0% | Added |
| Mendel Money Management | 6,672 | $290.0K | 0.18% | +190+2.9% | Added |
| Andesa Financial Management Inc. | 6,683 | $293.0K | 0.10% | +909+15.7% | Added |
| Sound View Wealth Advisors Group, LLC | 6,782 | $295.0K | 0.07% | +61+0.9% | Added |
| Main Street Financial Solutions, LLC | 6,795 | $296.0K | 0.05% | −2,786−29.1% | Reduced |
| LWM Advisory Services, LLC | 6,819 | $297.0K | 0.34% | +1,206+21.5% | Added |
| Tobam | 6,867 | $299.0K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,931 | $302.0K | 0.45% | +195+2.9% | Added |
| KCM Investment Advisors LLC | 6,925 | $302.0K | 0.01% | +2,134+44.5% | Added |
| LMCG Investments, LLC | 7,002 | $305.0K | 0.02% | +159+2.3% | Added |
| Romano Brothers and Company | 7,011 | $305.0K | 0.05% | +7,011 | New |
| Thrive Capital Management, LLC | 7,009 | $305.0K | 0.21% | +7,009 | New |
| Financial Advocates Investment Management | 8,765 | $306.0K | 0.03% | +715+8.9% | Added |
| Northern Oak Wealth Management Inc | 7,057 | $307.0K | 0.05% | +7,025+21,953.1% | Added |
| First Manhattan Co | 7,094 | $308.0K | 0.00% | −6,075−46.1% | Reduced |
| Smithfield Trust Co | 7,105 | $308.0K | 0.02% | −150−2.1% | Reduced |
| Ballew Advisors, Inc | 7,127 | $309.0K | 0.28% | 00.0% | Unchanged |
| Veracity Capital LLC | 7,098 | $309.0K | 0.17% | +467+7.0% | Added |
| Riverview Trust Co | 7,112 | $310.0K | 0.30% | −255−3.5% | Reduced |
| Boltwood Capital Management | 7,110 | $310.0K | 0.14% | +1,220+20.7% | Added |
| Lafayette Investments, Inc. | 7,145 | $311.0K | 0.10% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 7,143 | $311.0K | 0.15% | 00.0% | Unchanged |
| Cipher Capital LP | 7,174 | $312.0K | 0.05% | +7,174 | New |
| Personal Capital Advisors Corp | 7,221 | $314.0K | 0.00% | +10+0.1% | Added |
| Family Legacy, Inc. | 7,229 | $315.0K | 0.16% | −16−0.2% | Reduced |
| Ambassador Advisors, LLC | 7,283 | $317.0K | 0.08% | −2,415−24.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,298 | $318.0K | 0.01% | +26+0.4% | Added |
| Foundations Investment Advisors, LLC | 7,295 | $318.0K | 0.01% | +2,486+51.7% | Added |
| Washington Capital Management Inc | 7,321 | $318.8K | 0.32% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 7,330 | $319.0K | 0.15% | +694+10.5% | Added |
| ACG Wealth | 7,359 | $320.0K | 0.07% | +30.0% | Added |
| Vigilant Capital Management, LLC | 7,344 | $320.0K | 0.03% | +942+14.7% | Added |
| Rock Point Advisors, LLC | 7,350 | $320.0K | 0.12% | +3,000+69.0% | Added |
| Select Asset Management & Trust | 7,372 | $321.0K | 0.38% | −761−9.4% | Reduced |
| Enterprise Financial Services Corp | 7,394 | $322.0K | 0.24% | −4,423−37.4% | Reduced |
| Davis R M Inc | 7,390 | $322.0K | 0.01% | −1,921−20.6% | Reduced |
| High Net Worth Advisory Group LLC | 7,422 | $323.0K | 0.14% | −567−7.1% | Reduced |
| H. L. Ormond & Company, LLC | 7,389 | $323.0K | 0.52% | +883+13.6% | Added |
| Day & Ennis, LLC | 7,451 | $324.0K | 0.13% | −45−0.6% | Reduced |
| Evergreen Capital Management LLC | 7,552 | $329.0K | 0.02% | −671−8.2% | Reduced |
| ICA Group Wealth Management, LLC | 7,600 | $331.0K | 0.07% | +47+0.6% | Added |
| Wagner Wealth Management, LLC | 7,658 | $333.0K | 0.25% | −95−1.2% | Reduced |
| Systematic Financial Management LP | 7,659 | $333.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 7,642 | $333.0K | 0.23% | +7,642 | New |
| Gemmer Asset Management LLC | 7,685 | $335.0K | 0.06% | +73+1.0% | Added |
| Spire Wealth Management | 7,734 | $337.0K | 0.02% | −15,761−67.1% | Reduced |
| ASB Consultores, LLC | 7,777 | $339.0K | 0.16% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 7,655 | $340.0K | 0.13% | +7,655 | New |
| Cozad Asset Management Inc | 7,940 | $346.0K | 0.06% | −1,650−17.2% | Reduced |
| Abacus Planning Group, Inc. | 7,955 | $346.0K | 0.10% | −201−2.5% | Reduced |
| Madison Wealth Management | 7,988 | $348.0K | 0.09% | −101−1.2% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $348.0K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,009 | $349.0K | 0.05% | +399+5.2% | Added |
| Verus Financial Partners, Inc. | 8,080 | $350.0K | 0.05% | −831−9.3% | Reduced |
| D. Scott Neal, Inc. | 8,064 | $351.0K | 0.15% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,071 | $351.0K | 0.05% | +250+3.2% | Added |
| Renasant Bank | 8,107 | $353.0K | 0.31% | −2,047−20.2% | Reduced |
| Xcel Wealth Management, LLC | 8,122 | $354.0K | 0.13% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 8,153 | $355.0K | 0.06% | +1,476+22.1% | Added |
| Power Corp of Canada | 8,176 | $356.0K | 0.05% | +8,176 | New |
| FSB Premier Wealth Management, Inc. | 8,340 | $363.0K | 0.21% | −174−2.0% | Reduced |
| NewSquare Capital LLC | 8,357 | $364.0K | 0.05% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 8,410 | $366.0K | 0.02% | −193−2.2% | Reduced |
| Cim Investment Mangement Inc | 8,395 | $366.0K | 0.16% | 00.0% | Unchanged |