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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 15,157 | $659.9K | 0.10% | +484+3.3% | Added |
| Galibier Capital Management Ltd. | 15,147 | $660.0K | 0.13% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 15,172 | $661.0K | 0.02% | +1,839+13.8% | Added |
| Resources Management Corp | 15,200 | $662.0K | 0.11% | 00.0% | Unchanged |
| Mirova | 15,270 | $664.0K | 0.11% | −914−5.6% | Reduced |
| Israel Discount Bank of New York | 15,453 | $673.0K | 0.56% | +321+2.1% | Added |
| Linker Capital Management Inc. | 15,519 | $676.0K | 0.84% | 00.0% | Unchanged |
| Horizon Investments, LLC | 15,826 | $681.0K | 0.02% | +5,029+46.6% | Added |
| Brookstone Capital Management | 16,204 | $682.0K | 0.02% | −2,381−12.8% | Reduced |
| FLC Capital Advisors | 15,659 | $682.0K | 0.24% | −1,118−6.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 15,427 | $685.0K | 0.45% | +1,656+12.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 15,763 | $686.0K | 0.26% | +410+2.7% | Added |
| Monte Financial Group, LLC | 15,842 | $690.0K | 0.42% | +1,676+11.8% | Added |
| Checchi Capital Advisers, LLC | 15,932 | $694.0K | 0.08% | −178−1.1% | Reduced |
| Longfellow Investment Management Co LLC | 15,939 | $694.0K | 0.14% | 00.0% | Unchanged |
| Millennium Management LLC | 16,118 | $702.0K | 0.00% | +16,118 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,141 | $703.0K | 0.14% | −453−2.7% | Reduced |
| Ameritas Investment Partners, Inc. | 16,324 | $710.0K | 0.03% | −336−2.0% | Reduced |
| Cigna Investments Inc | 16,400 | $714.0K | 0.16% | −865−5.0% | Reduced |
| Wedbush Securities Inc | 16,407 | $714.0K | 0.04% | −290−1.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 16,495 | $718.2K | 0.08% | +12,265+290.0% | Added |
| National Bank of Canada | 12,633 | $721.0K | 0.00% | −27−0.2% | Reduced |
| Apollon Wealth Management, LLC | 16,777 | $730.0K | 0.06% | +1,588+10.5% | Added |
| Woodard & Co Asset Management Group Inc | 16,788 | $731.0K | 0.34% | +3,792+29.2% | Added |
| Private Trust Co NA | 16,817 | $732.0K | 0.12% | +1,097+7.0% | Added |
| Hilltop Holdings Inc. | 16,931 | $737.0K | 0.10% | +1,355+8.7% | Added |
| Wealth Quarterback LLC | 16,919 | $737.0K | 0.78% | +3,405+25.2% | Added |
| Gabelli Funds LLC | 17,000 | $740.0K | 0.01% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 17,004 | $740.0K | 0.26% | +750+4.6% | Added |
| Trustcore Financial Services, LLC | 17,024 | $741.0K | 0.07% | +87+0.5% | Added |
| Colony Group LLC | 17,092 | $744.0K | 0.01% | −25,030−59.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 17,151 | $747.0K | 0.99% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 17,151 | $747.0K | 0.47% | +4,185+32.3% | Added |
| Marcum Wealth, LLC | 17,244 | $751.0K | 0.11% | −298−1.7% | Reduced |
| Transatlantique Private Wealth LLC | 17,405 | $758.0K | 0.51% | +3,295+23.4% | Added |
| Canal Capital Management, LLC | 17,428 | $759.0K | 0.22% | −283−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 17,469 | $761.0K | 0.08% | −4,000−18.6% | Reduced |
| Texas Yale Capital Corp. | 17,511 | $762.0K | 0.05% | +36+0.2% | Added |
| Fiduciary Group LLC | 16,558 | $762.0K | 0.10% | +710+4.5% | Added |
| Douglass Winthrop Advisors, LLC | 17,525 | $763.0K | 0.02% | −564−3.1% | Reduced |
| Geneos Wealth Management Inc. | 17,552 | $764.0K | 0.05% | −12,660−41.9% | Reduced |
| 55I, LLC | 17,669 | $769.0K | 0.02% | +11,495+186.2% | Added |
| Novare Capital Management LLC | 17,708 | $771.0K | 0.10% | −844−4.5% | Reduced |
| Copeland Capital Management, LLC | 17,724 | $772.0K | 0.03% | −996−5.3% | Reduced |
| Resources Investment Advisors, LLC. | 17,784 | $774.0K | 0.03% | −681−3.7% | Reduced |
| Lido Advisors, LLC | 18,016 | $784.0K | 0.02% | −20−0.1% | Reduced |
| Ramiah Investment Group | 18,099 | $788.0K | 1.65% | +1,132+6.7% | Added |
| Boston Private Wealth LLC | 18,107 | $789.0K | 0.01% | +13,539+296.4% | Added |
| Tudor Investment Corp Et Al | 18,180 | $792.0K | 0.02% | −66,676−78.6% | Reduced |
| Fort Sheridan Advisors LLC | 18,240 | $794.0K | 0.27% | +1,489+8.9% | Added |
| Meridian Wealth Management, LLC | 18,266 | $795.0K | 0.09% | −1,008−5.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,329 | $798.0K | 0.02% | +2,743+17.6% | Added |
| Norway Savings Bank | 18,418 | $801.0K | 0.44% | +2,760+17.6% | Added |
| Paradigm Asset Management Co LLC | 18,533 | $806.9K | 0.27% | −200−1.1% | Reduced |
| CSS LLC | 18,618 | $811.0K | 0.05% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 18,734 | $816.0K | 0.07% | −17,233−47.9% | Reduced |
| Leisure Capital Management | 18,951 | $825.0K | 0.50% | +861+4.8% | Added |
| Marks Group Wealth Management, Inc | 19,109 | $832.0K | 0.13% | +2,777+17.0% | Added |
| IHT Wealth Management, LLC | 19,152 | $834.0K | 0.06% | +5,287+38.1% | Added |
| Sustainable Insight Capital Management, LLC | 19,300 | $840.0K | 0.98% | −8,500−30.6% | Reduced |
| GW Henssler & Associates Ltd | 19,282 | $840.0K | 0.06% | −1,162−5.7% | Reduced |
| Boston Trust Walden Corp | 19,312 | $841.0K | 0.01% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 19,445 | $847.0K | 0.26% | −913−4.5% | Reduced |
| Illinois Municipal Retirement Fund | 19,443 | $847.0K | 0.02% | +7,118+57.8% | Added |
| Investment Management of Virginia LLC | 19,496 | $849.0K | 0.18% | +317+1.7% | Added |
| Selective Wealth Management, Inc. | 19,755 | $860.0K | 0.37% | +31+0.2% | Added |
| Lakeview Capital Partners, LLC | 19,822 | $863.0K | 0.34% | +2,027+11.4% | Added |
| Pitcairn Co | 19,878 | $865.0K | 0.10% | +488+2.5% | Added |
| Taylor Hoffman Wealth Management | 19,999 | $871.0K | 0.46% | +70.0% | Added |
| Woodmont Investment Counsel LLC | 20,049 | $873.0K | 0.11% | −457−2.2% | Reduced |
| Curated Wealth Partners LLC | 20,070 | $873.0K | 0.26% | +473+2.4% | Added |
| Wealthspire Advisors, LLC | 20,076 | $874.0K | 0.02% | −2,774−12.1% | Reduced |
| Clearstead Advisors, LLC | 20,073 | $874.0K | 0.08% | −1,232−5.8% | Reduced |
| MAS Advisors LLC | 20,178 | $879.0K | 0.85% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 20,190 | $879.0K | 1.05% | +59+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 20,273 | $883.0K | 0.08% | +2,796+16.0% | Added |
| Industrial Alliance Investment Management Inc. | 20,376 | $887.0K | 0.03% | −330−1.6% | Reduced |
| WealthPlan Investment Management, LLC | 21,256 | $889.0K | 0.06% | +21,256 | New |
| Legacy Financial Advisors, Inc. | 20,544 | $894.0K | 0.21% | +319+1.6% | Added |
| Marino, Stram & Associates LLC | 20,581 | $896.0K | 0.32% | +1,992+10.7% | Added |
| Vontobel Holding Ltd. | 20,589 | $897.0K | 0.01% | −1,778−7.9% | Reduced |
| Nicolet Bankshares Inc | 20,691 | $901.0K | 0.26% | −1,044−4.8% | Reduced |
| Valeo Financial Advisors, LLC | 20,750 | $903.0K | 0.06% | +2,505+13.7% | Added |
| Orion Portfolio Solutions, LLC | 20,890 | $910.0K | 0.04% | +5,226+33.4% | Added |
| Summit Financial Group Inc | 20,914 | $911.0K | 0.38% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 20,982 | $914.0K | 0.18% | +340+1.6% | Added |
| Inverness Counsel LLC | 21,157 | $921.0K | 0.05% | +2,145+11.3% | Added |
| Mission Creek Capital Partners, Inc. | 21,229 | $924.0K | 0.35% | −300−1.4% | Reduced |
| Mutual Advisors, LLC | 21,215 | $924.0K | 0.05% | +416+2.0% | Added |
| CAPROCK Group, Inc. | 21,260 | $926.0K | 0.09% | −4,320−16.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,262 | $926.0K | 0.53% | +917+4.5% | Added |
| BHK Investment Advisors, LLC | 21,297 | $927.0K | 0.47% | +60+0.3% | Added |
| Aprio Wealth Management, LLC | 21,324 | $928.0K | 0.37% | −899−4.0% | Reduced |
| Franklin Street Advisors Inc | 21,408 | $932.0K | 0.09% | +2,301+12.0% | Added |
| Sheets Smith Wealth Management | 21,494 | $936.0K | 0.16% | +1,960+10.0% | Added |
| ExodusPoint Capital Management, LP | 21,625 | $942.0K | 0.01% | +21,625 | New |
| West Paces Advisors Inc. | 21,640 | $942.2K | 0.33% | +2,467+12.9% | Added |
| Allworth Financial LP | 21,786 | $949.0K | 0.01% | −511−2.3% | Reduced |
| Tiaa, FSB | 21,899 | $953.0K | 0.00% | −2,459−10.1% | Reduced |
| Berkeley Capital Partners, LLC | 21,891 | $953.0K | 0.41% | −1,901−8.0% | Reduced |