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 |
|---|---|---|---|---|---|
| Montchanin Asset Management, LLC | 11,365 | $495.0K | 0.70% | +2,020+21.6% | Added |
| Eagle Global Advisors LLC | 11,392 | $496.0K | 0.04% | −240,812−95.5% | Reduced |
| Intrua Financial, LLC | 11,421 | $497.0K | 0.13% | −614−5.1% | Reduced |
| Grant/GrossMendelsohn, LLC | 11,372 | $498.0K | 0.27% | +1,664+17.1% | Added |
| Dowling & Yahnke LLC | 11,459 | $499.0K | 0.02% | −537−4.5% | Reduced |
| Heron Financial Group, LLC | 11,483 | $500.0K | 0.31% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11,467 | $501.0K | 0.06% | −29−0.3% | Reduced |
| Cypress Capital Group | 11,560 | $504.0K | 0.08% | −262−2.2% | Reduced |
| Radnor Capital Management, LLC | 11,631 | $506.0K | 0.15% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 11,659 | $508.0K | 0.30% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 11,689 | $509.0K | 0.30% | −1,073−8.4% | Reduced |
| Farmers Trust Co | 11,686 | $509.0K | 0.13% | −163−1.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 11,722 | $510.0K | 0.04% | −736−5.9% | Reduced |
| Penserra Capital Management LLC | 11,747 | $510.0K | 0.01% | −681−5.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,778 | $512.8K | 0.01% | −471−3.8% | Reduced |
| Bartlett & Co. LLC | 11,778 | $513.0K | 0.01% | −471−3.8% | Reduced |
| Stone Point Wealth LLC | 11,782 | $513.0K | 0.32% | −100−0.8% | Reduced |
| Forbes Financial Planning, Inc. | 11,800 | $514.0K | 0.75% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 11,864 | $517.0K | 0.18% | 00.0% | Unchanged |
| NBT Bank N A | 11,894 | $518.0K | 0.08% | +104+0.9% | Added |
| Ogorek Anthony Joseph | 11,957 | $520.0K | 0.25% | +129+1.1% | Added |
| Rede Wealth, LLC | 11,991 | $522.0K | 0.31% | +50.0% | Added |
| EPG Wealth Management LLC | 12,006 | $523.0K | 0.21% | +4,041+50.7% | Added |
| Lumature Wealth Partners, LLC | 12,025 | $524.0K | 0.28% | −51−0.4% | Reduced |
| Blue Chip Partners, Inc. | 12,115 | $527.0K | 0.07% | −13,886−53.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 12,108 | $528.0K | 0.14% | +1,949+19.2% | Added |
| TD Ameritrade Investment Management, LLC | 12,203 | $531.0K | 0.01% | −2,999−19.7% | Reduced |
| Essex Financial Services, Inc. | 12,229 | $532.0K | 0.06% | +2,529+26.1% | Added |
| Fortress Wealth Group, LLC | 12,253 | $533.0K | 0.40% | +77+0.6% | Added |
| ETF Managers Group, LLC | 12,259 | $534.0K | 0.02% | +643+5.5% | Added |
| Ritholtz Wealth Management | 12,295 | $535.0K | 0.03% | +7,672+166.0% | Added |
| Rehmann Capital Advisory Group | 12,374 | $538.8K | 0.06% | −412−3.2% | Reduced |
| Successful Portfolios LLC | 12,380 | $539.0K | 0.39% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 12,391 | $539.0K | 0.24% | +7+0.1% | Added |
| Exencial Wealth Advisors, LLC | 12,405 | $540.0K | 0.03% | −102−0.8% | Reduced |
| Tradewinds, LLC. | 12,395 | $540.0K | 0.39% | +149+1.2% | Added |
| Procyon Private Wealth Partners, LLC | 12,414 | $541.0K | 0.13% | +544+4.6% | Added |
| Savant Capital, LLC | 12,446 | $542.0K | 0.02% | −888−6.7% | Reduced |
| NorthRock Partners, LLC | 12,503 | $544.0K | 0.06% | −265−2.1% | Reduced |
| Eads & Heald Wealth Management | 12,578 | $548.0K | 0.31% | +2,604+26.1% | Added |
| Koshinski Asset Management, Inc. | 12,625 | $550.0K | 0.07% | +542+4.5% | Added |
| Winton Group Ltd | 12,685 | $552.0K | 0.04% | −12,573−49.8% | Reduced |
| Integrated Wealth Concepts LLC | 12,708 | $553.0K | 0.02% | −476−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 12,775 | $555.0K | 0.13% | −4,723−27.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 12,755 | $555.0K | 0.16% | −688−5.1% | Reduced |
| First Farmers & Merchants Bank / Trust | 12,824 | $558.0K | 0.74% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 12,919 | $563.0K | 0.04% | +3,375+35.4% | Added |
| Allen Investment Management LLC | 12,950 | $564.0K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $564.0K | 0.02% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 13,059 | $569.0K | 0.03% | +13,059 | New |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $571.0K | 0.25% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 13,136 | $571.0K | 0.03% | +5,907+81.7% | Added |
| Engineers Gate Manager LP | 13,190 | $574.0K | 0.04% | +13,190 | New |
| Lindenwold Advisors | 13,232 | $576.0K | 0.43% | −30.0% | Reduced |
| Equitable Holdings, Inc. | 13,282 | $578.0K | 0.01% | +366+2.8% | Added |
| Avidian Wealth Solutions, LLC | 13,269 | $578.0K | 0.04% | +375+2.9% | Added |
| HNP Capital LLC | 13,423 | $584.0K | 0.17% | −13,138−49.5% | Reduced |
| Schechter Investment Advisors, LLC | 13,443 | $585.0K | 0.06% | −508−3.6% | Reduced |
| Colonial River Wealth Management, LLC | 13,442 | $585.0K | 0.41% | −301−2.2% | Reduced |
| WBH Advisory Inc | 13,452 | $586.0K | 0.08% | +102+0.8% | Added |
| Opus Capital Group, LLC | 13,473 | $587.0K | 0.13% | +823+6.5% | Added |
| Wrapmanager Inc | 13,503 | $588.0K | 0.20% | +3,523+35.3% | Added |
| Denali Advisors LLC | 13,600 | $592.0K | 0.28% | −600−4.2% | Reduced |
| Northwest Bancshares, Inc. | 13,630 | $593.0K | 0.14% | −180−1.3% | Reduced |
| Merit Financial Group, LLC | 13,618 | $593.0K | 0.03% | +7,330+116.6% | Added |
| Citizens Financial Group Inc | 13,723 | $598.0K | 0.03% | +40+0.3% | Added |
| Hancock Whitney Corp | 13,764 | $599.0K | 0.03% | −12,559−47.7% | Reduced |
| Abundance Wealth Counselors | 13,838 | $603.0K | 0.17% | +305+2.3% | Added |
| Warren Averett Asset Management, LLC | 13,842 | $603.0K | 0.04% | +13,842 | New |
| S&CO Inc | 13,894 | $604.0K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 13,931 | $607.0K | 0.27% | −64−0.5% | Reduced |
| Altus Wealth Group LLC | 10,379 | $609.0K | 0.61% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 13,989 | $609.0K | 0.07% | +4,898+53.9% | Added |
| Fisher Asset Management, LLC | 14,012 | $610.0K | 0.00% | +818+6.2% | Added |
| Mayfair Advisory Group, LLC | 13,659 | $611.0K | 0.86% | −398−2.8% | Reduced |
| Parallel Advisors, LLC | 14,049 | $612.0K | 0.03% | −1,562−10.0% | Reduced |
| Virtus ETF Advisers LLC | 14,053 | $612.0K | 0.24% | +14,053 | New |
| Greenleaf Trust | 14,108 | $614.0K | 0.01% | −3,277−18.8% | Reduced |
| Community Trust & Investment Co | 14,175 | $617.0K | 0.06% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 14,251 | $620.0K | 0.04% | +14,251 | New |
| Eudaimonia Partners, LLC | 14,260 | $621.0K | 0.16% | −65,593−82.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 14,267 | $621.0K | 0.60% | +775+5.7% | Added |
| Clarius Group, LLC | 14,341 | $624.0K | 0.06% | +322+2.3% | Added |
| Grove Bank & Trust | 14,347 | $625.0K | 0.15% | +3,519+32.5% | Added |
| Reuter James Wealth Management, LLC | 14,394 | $627.0K | 0.43% | 00.0% | Unchanged |
| Forum Financial Management, LP | 14,428 | $628.0K | 0.03% | −53,075−78.6% | Reduced |
| Lake Street Advisors Group, LLC | 14,486 | $631.0K | 0.05% | +1,140+8.5% | Added |
| Lebenthal Global Advisors, LLC | 14,538 | $632.0K | 0.29% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 14,562 | $634.0K | 0.09% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 14,585 | $635.0K | 0.06% | +7,037+93.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,613 | $636.0K | 0.37% | +6,882+89.0% | Added |
| City Holding Co | 14,690 | $640.0K | 0.13% | −570−3.7% | Reduced |
| Toroso Investments, LLC | 14,760 | $643.0K | 0.03% | +994+7.2% | Added |
| Modera Wealth Management, LLC | 14,815 | $645.0K | 0.03% | −2,271−13.3% | Reduced |
| Westhampton Capital, LLC | 14,872 | $648.0K | 0.49% | 00.0% | Unchanged |
| Trust Asset Management LLC | 15,053 | $655.0K | 0.09% | +1,030+7.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,083 | $657.0K | 0.46% | −70−0.5% | Reduced |
| StoneX Group Inc. | 15,097 | $657.3K | 0.09% | +3,849+34.2% | Added |
| Infrastructure Capital Advisors, LLC | 15,104 | $658.0K | 0.14% | +15,104 | New |
| Vectors Research Management, LLC | 15,143 | $659.0K | 0.19% | −14,208−48.4% | Reduced |