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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 8,470 | $369.0K | 0.03% | +1,760+26.2% | Added |
| Quantinno Capital Management LP | 8,482 | $369.0K | 0.05% | +2,139+33.7% | Added |
| Sargent Bickham Lagudis LLC | 8,531 | $372.0K | 0.03% | +118+1.4% | Added |
| Birmingham Capital Management Co Inc | 8,544 | $372.0K | 0.16% | +335+4.1% | Added |
| Arbor Investment Advisors, LLC | 8,597 | $374.0K | 0.09% | −64,201−88.2% | Reduced |
| Cobblestone Capital Advisors LLC | 8,637 | $376.0K | 0.03% | +180+2.1% | Added |
| Gilbert & Cook, Inc. | 8,579 | $377.0K | 0.08% | +181+2.2% | Added |
| Berkshire Asset Management LLC | 8,706 | $379.0K | 0.03% | −51−0.6% | Reduced |
| Institute for Wealth Management, LLC. | 8,703 | $379.0K | 0.09% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 8,734 | $380.0K | 0.31% | −207−2.3% | Reduced |
| American Research & Management Co. | 8,755 | $381.0K | 0.11% | 00.0% | Unchanged |
| DFPG Investments, LLC | 9,181 | $381.0K | 0.16% | +9,181 | New |
| Quadrant Capital Group LLC | 8,781 | $382.0K | 0.05% | −73−0.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 8,842 | $385.0K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 8,881 | $387.0K | 0.04% | −323−3.5% | Reduced |
| Segall Bryant & Hamill, LLC | 8,865 | $388.0K | 0.00% | −664−7.0% | Reduced |
| Sentry Investment Management LLC | 8,909 | $388.0K | 0.18% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 8,930 | $388.8K | 0.67% | +1,339+17.6% | Added |
| Evermay Wealth Management LLC | 8,931 | $389.0K | 0.08% | −42−0.5% | Reduced |
| Mill Capital Management, LLC | 8,976 | $391.0K | 0.05% | −258−2.8% | Reduced |
| Zeke Capital Advisors, LLC | 9,000 | $391.0K | 0.03% | −27−0.3% | Reduced |
| Hayek Kallen Investment Management | 9,047 | $394.0K | 0.18% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 9,059 | $394.0K | 0.02% | +1,010+12.5% | Added |
| Clear Street Markets LLC | 9,102 | $396.0K | 0.08% | +6,118+205.0% | Added |
| Parthenon LLC | 9,112 | $397.0K | 0.07% | 00.0% | Unchanged |
| IFG Advisory, LLC | 9,137 | $397.0K | 0.04% | +2,765+43.4% | Added |
| Centaurus Financial, Inc. | 9,136 | $398.0K | 0.04% | +1,008+12.4% | Added |
| Benjamin Edwards Inc | 9,170 | $399.0K | 0.12% | −282−3.0% | Reduced |
| Kovack Advisors, Inc. | 9,169 | $399.0K | 0.06% | +134+1.5% | Added |
| Kingfisher Capital LLC | 9,190 | $400.0K | 0.11% | −29−0.3% | Reduced |
| Fiducient Advisors LLC | 9,211 | $401.0K | 0.19% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 9,246 | $403.0K | 0.03% | −2,313−20.0% | Reduced |
| CIBC World Markets Inc. | 9,273 | $404.0K | 0.00% | +4,802+107.4% | Added |
| NFP Retirement, Inc. | 9,291 | $404.5K | 0.10% | +8+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 9,293 | $405.0K | 0.05% | −131−1.4% | Reduced |
| BDO Wealth Advisors, LLC | 9,329 | $406.0K | 0.05% | −809−8.0% | Reduced |
| RMR Wealth Builders | 9,325 | $406.0K | 0.10% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 9,315 | $406.0K | 0.03% | +19+0.2% | Added |
| Ferguson Shapiro LLC | 9,355 | $407.0K | 0.24% | 00.0% | Unchanged |
| 1776 Wealth LLC | 9,350 | $407.0K | 0.31% | +1,600+20.6% | Added |
| McKinley Carter Wealth Services, Inc. | 9,370 | $408.0K | 0.04% | −1,688−15.3% | Reduced |
| Carolinas Wealth Consulting LLC | 9,370 | $408.0K | 0.10% | −1,639−14.9% | Reduced |
| Islay Capital Management, LLC | 9,426 | $410.0K | 0.49% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 9,440 | $411.0K | 0.07% | +20.0% | Added |
| Bremer Bank National Association | 9,527 | $415.0K | 0.09% | −1,814−16.0% | Reduced |
| Summit Asset Management, LLC | 9,524 | $415.0K | 0.13% | +13+0.1% | Added |
| Acadian Asset Management LLC | 9,577 | $416.0K | 0.00% | +9,577 | New |
| Biltmore Family Office, LLC | 9,593 | $418.0K | 0.10% | −4,000−29.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 9,667 | $420.0K | 0.35% | −360−3.6% | Reduced |
| Peoples Bank | 9,749 | $424.0K | 0.28% | +384+4.1% | Added |
| Strategic Blueprint, LLC | 9,784 | $426.0K | 0.05% | +1,423+17.0% | Added |
| Buckingham Strategic Partners | 9,777 | $426.0K | 0.03% | +2,036+26.3% | Added |
| 180 Wealth Advisors, LLC | 9,819 | $428.0K | 0.12% | −258−2.6% | Reduced |
| Canandaigua National Corp | 9,907 | $431.0K | 0.08% | −91−0.9% | Reduced |
| Guyasuta Investment Advisors Inc | 9,942 | $433.0K | 0.04% | 00.0% | Unchanged |
| Argent Capital Management LLC | 9,964 | $434.0K | 0.02% | −1,277,933−99.2% | Reduced |
| American Assets Inc | 10,000 | $435.0K | 0.17% | 00.0% | Unchanged |
| Capital City Trust Co | 10,003 | $436.0K | 0.15% | −100−1.0% | Reduced |
| Good Life Advisors, LLC | 10,020 | $436.0K | 0.06% | +1,323+15.2% | Added |
| Gratus Capital LLC | 10,047 | $437.0K | 0.05% | −2,207−18.0% | Reduced |
| Red Cedar Investment Management, LLC | 10,044 | $437.0K | 0.07% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,041 | $437.0K | 0.02% | +169+1.7% | Added |
| Busey Wealth Management | 10,064 | $438.0K | 0.02% | −773−7.1% | Reduced |
| Aspiriant, LLC | 10,083 | $438.0K | 0.02% | +411+4.2% | Added |
| Proequities, Inc. | 10,076 | $439.0K | 0.04% | +74+0.7% | Added |
| Pinebridge Investments, L.P. | 10,094 | $439.0K | 0.01% | +1,396+16.0% | Added |
| Graypoint LLC | 10,134 | $441.0K | 0.06% | +1,433+16.5% | Added |
| Philadelphia Trust Co | 10,172 | $443.0K | 0.05% | −400−3.8% | Reduced |
| Shelton Capital Management | 10,216 | $445.0K | 0.02% | −63,200−86.1% | Reduced |
| Essex Savings Bank | 10,223 | $445.0K | 0.18% | −7−0.1% | Reduced |
| Fortis Advisors, LLC | 10,228 | $445.0K | 0.32% | +258+2.6% | Added |
| 1st Source Bank | 10,212 | $445.0K | 0.03% | +422+4.3% | Added |
| Legacy Wealth Asset Management, LLC | 10,231 | $445.0K | 0.19% | +10,231 | New |
| Symmetry Partners, LLC | 10,267 | $447.0K | 0.03% | +1,135+12.4% | Added |
| Graham Capital Management, L.P. | 10,268 | $447.0K | 0.02% | +10,268 | New |
| Conning Inc. | 10,279 | $448.0K | 0.02% | −1,405−12.0% | Reduced |
| First Commonwealth Financial Corp | 10,316 | $449.0K | 0.19% | +596+6.1% | Added |
| Keebeck Alpha, LP | 10,331 | $450.0K | 0.24% | −61−0.6% | Reduced |
| Oak Associates, Ltd | 10,375 | $452.0K | 0.04% | −375−3.5% | Reduced |
| Triad Financial Advisors, Inc. | 10,430 | $454.0K | 0.25% | +142+1.4% | Added |
| Covenant Asset Management, LLC | 10,489 | $457.0K | 0.18% | −315−2.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 10,520 | $458.0K | 0.35% | +10,520 | New |
| Live Oak Private Wealth LLC | 10,575 | $460.0K | 0.10% | 00.0% | Unchanged |
| MAI Capital Management | 10,647 | $464.0K | 0.01% | −261−2.4% | Reduced |
| HBK Sorce Advisory LLC | 10,672 | $465.0K | 0.03% | +2,856+36.5% | Added |
| Baker Tilly Wealth Management, LLC | 10,697 | $466.0K | 0.06% | +58+0.5% | Added |
| Center For Asset Management LLC | 10,756 | $468.0K | 0.47% | +1,864+21.0% | Added |
| CSM Advisors, LLC | 10,791 | $470.0K | 0.05% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 10,791 | $470.0K | 0.14% | 00.0% | Unchanged |
| Qtron Investments LLC | 10,819 | $471.0K | 0.12% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,850 | $472.0K | 0.01% | +63+0.6% | Added |
| Hudson Valley Investment Advisors Inc | 10,883 | $474.0K | 0.08% | −1,331−10.9% | Reduced |
| WealthTrust Axiom LLC | 10,925 | $475.0K | 0.18% | +314+3.0% | Added |
| Thompson Investment Management, Inc. | 10,929 | $476.0K | 0.09% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 10,966 | $477.0K | 0.01% | −1,512−12.1% | Reduced |
| Valmark Advisers, Inc. | 11,112 | $484.0K | 0.01% | +3,727+50.5% | Added |
| Keel Point, LLC | 11,137 | $485.0K | 0.08% | +149+1.4% | Added |
| Shayne & Co., LLC | 11,184 | $487.0K | 0.31% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 11,301 | $492.0K | 0.13% | +74+0.7% | Added |
| Cassia Capital Partners, LLC | 11,319 | $493.0K | 0.45% | +2,022+21.7% | Added |