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 |
|---|---|---|---|---|---|
| Searle & Co. | 21,935 | $955.0K | 0.37% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 22,000 | $958.0K | 0.01% | +1,600+7.8% | Added |
| American Trust | 22,077 | $961.0K | 0.08% | −120−0.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 22,137 | $964.0K | 0.10% | +869+4.1% | Added |
| Pearl River Capital, LLC | 22,416 | $976.0K | 0.18% | +22,416 | New |
| Widmann Financial Services, Inc. | 22,528 | $980.9K | 1.09% | −97−0.4% | Reduced |
| Gries Financial LLC | 22,531 | $981.0K | 0.42% | +22,531 | New |
| Sumitomo Life Insurance Co | 22,643 | $986.0K | 0.04% | −1,611−6.6% | Reduced |
| Veriti Management LLC | 22,744 | $990.0K | 0.14% | +751+3.4% | Added |
| Atticus Wealth Management, LLC | 21,163 | $1.00M | 0.49% | 00.0% | Unchanged |
| Certified Advisory Corp | 23,204 | $1.01M | 0.23% | +19+0.1% | Added |
| Norris Financial Group, LLC | 23,249 | $1.01M | 0.93% | +256+1.1% | Added |
| Princeton Global Asset Management LLC | 23,404 | $1.02M | 0.36% | −1,001−4.1% | Reduced |
| Dynamic Advisor Solutions LLC | 23,403 | $1.02M | 0.08% | +274+1.2% | Added |
| Jacobi Capital Management LLC | 23,439 | $1.02M | 0.14% | +2,712+13.1% | Added |
| True North Advisors, LLC | 23,491 | $1.02M | 0.34% | −332−1.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 23,487 | $1.02M | 0.12% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 22,346 | $1.02M | 0.23% | +1,603+7.7% | Added |
| Voya Financial Advisors, Inc. | 23,320 | $1.02M | 0.13% | +727+3.2% | Added |
| Profund Advisors LLC | 23,745 | $1.03M | 0.07% | −884−3.6% | Reduced |
| Capital Asset Advisory Services LLC | 23,942 | $1.04M | 0.14% | −3,361−12.3% | Reduced |
| V Wealth Advisors LLC | 23,931 | $1.04M | 0.21% | +2,160+9.9% | Added |
| Fourthstone LLC | 24,100 | $1.05M | 0.34% | +24,100 | New |
| Csenge Advisory Group | 24,243 | $1.06M | 0.09% | +633+2.7% | Added |
| Aull & Monroe Investment Management Corp | 24,273 | $1.06M | 0.58% | −629−2.5% | Reduced |
| Monument Capital Management | 24,473 | $1.07M | 0.40% | −1,176−4.6% | Reduced |
| Prospera Financial Services Inc | 24,671 | $1.07M | 0.06% | +14,310+138.1% | Added |
| Partners in Financial Planning | 23,558 | $1.08M | 0.31% | −35−0.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 24,744 | $1.08M | 0.30% | +45+0.2% | Added |
| GoalVest Advisory LLC | 25,037 | $1.09M | 0.76% | +3,949+18.7% | Added |
| Bessemer Securities LLC | 25,096 | $1.09M | 0.39% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 25,149 | $1.09M | 0.08% | −396−1.6% | Reduced |
| Alberta Investment Management Corp | 25,157 | $1.09M | 0.01% | +25,157 | New |
| Ballast, Inc. | 25,312 | $1.10M | 0.54% | +299+1.2% | Added |
| Trust Co of Virginia | 25,346 | $1.10M | 0.14% | −5,137−16.9% | Reduced |
| Metis Global Partners, LLC | 25,316 | $1.10M | 0.18% | +2,506+11.0% | Added |
| Cape Cod Five Cents Savings Bank | 25,586 | $1.11M | 0.13% | −5,712−18.3% | Reduced |
| Simmons Bank | 25,587 | $1.11M | 0.10% | +4,628+22.1% | Added |
| Waldron Private Wealth LLC | 25,631 | $1.11M | 0.07% | −1,662−6.1% | Reduced |
| Banque Cantonale Vaudoise | 25,600 | $1.11M | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 25,676 | $1.12M | 0.02% | +142+0.6% | Added |
| Brighton Jones LLC | 25,677 | $1.12M | 0.07% | +112+0.4% | Added |
| Meeder Asset Management Inc | 25,758 | $1.12M | 0.06% | +1,573+6.5% | Added |
| RBF Capital, LLC | 25,900 | $1.13M | 0.10% | 00.0% | Unchanged |
| Seeyond | 26,155 | $1.14M | 0.14% | −914−3.4% | Reduced |
| William Blair Investment Management, LLC | 26,319 | $1.15M | 0.00% | +1,083+4.3% | Added |
| Sawtooth Solutions, LLC | 26,396 | $1.15M | 0.17% | +3,018+12.9% | Added |
| Versor Investments LP | 26,495 | $1.15M | 0.07% | +18,134+216.9% | Added |
| Investors Research Corp | 26,600 | $1.16M | 0.35% | +218+0.8% | Added |
| Van Leeuwen & Company, LLC | 26,636 | $1.16M | 0.92% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 26,840 | $1.17M | 0.01% | −50−0.2% | Reduced |
| Investors Asset Management of Georgia Inc | 27,093 | $1.18M | 0.61% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 27,142 | $1.18M | 0.24% | +87+0.3% | Added |
| Chemung Canal Trust Co | 27,204 | $1.18M | 0.30% | −2,348−7.9% | Reduced |
| MTM Investment Management, LLC | 27,363 | $1.19M | 0.68% | +120.0% | Added |
| Jaffetilchin Investment Partners, LLC | 27,376 | $1.19M | 0.15% | +294+1.1% | Added |
| Pettee Investors, Inc. | 27,439 | $1.20M | 0.64% | 00.0% | Unchanged |
| RFG Advisory, LLC | 26,954 | $1.20M | 0.07% | +366+1.4% | Added |
| Wolverine Trading, LLC | 27,645 | $1.22M | 0.05% | +827+3.1% | Added |
| Glenview Trust Co | 27,981 | $1.22M | 0.05% | +208+0.7% | Added |
| Ally Financial Inc. | 28,000 | $1.22M | 0.20% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 32,149 | $1.23M | 0.04% | +4,413+15.9% | Added |
| SevenBridge Financial Group, LLC | 28,265 | $1.23M | 0.42% | +22,926+429.4% | Added |
| Kinneret Advisory, LLC | 28,455 | $1.24M | 0.17% | 00.0% | Unchanged |
| Davis Selected Advisers | 28,518 | $1.24M | 0.01% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 28,576 | $1.24M | 0.00% | +1,401+5.2% | Added |
| Maven Securities LTD | 28,854 | $1.26M | 0.06% | +23,711+461.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 29,043 | $1.26M | 1.27% | −1,043−3.5% | Reduced |
| Continental Advisors LLC | 29,096 | $1.27M | 1.18% | 00.0% | Unchanged |
| American Portfolios Advisors | 29,377 | $1.28M | 0.05% | −19−0.1% | Reduced |
| Regentatlantic Capital LLC | 29,551 | $1.29M | 0.04% | −9,677−24.7% | Reduced |
| Intrust Bank NA | 29,648 | $1.29M | 0.20% | +232+0.8% | Added |
| Founders Financial Alliance, LLC | 29,754 | $1.29M | 0.66% | +4,115+16.0% | Added |
| Sterling Investment Advisors, Ltd. | 29,853 | $1.30M | 0.49% | −3,575−10.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 29,869 | $1.30M | 0.07% | −69,607−70.0% | Reduced |
| United Bank | 29,964 | $1.30M | 0.20% | −37,778−55.8% | Reduced |
| Balentine LLC | 29,958 | $1.30M | 0.05% | +8,244+38.0% | Added |
| Wealth Alliance | 30,045 | $1.31M | 0.26% | +3,314+12.4% | Added |
| Berkshire Bank | 30,199 | $1.31M | 0.40% | +30,199 | New |
| Comerica Securities,inc. | 30,354 | $1.32M | 0.11% | −1,394−4.4% | Reduced |
| First Horizon Advisors, Inc. | 30,472 | $1.32M | 0.05% | −15,565−33.8% | Reduced |
| Dividend Assets Capital, LLC | 30,497 | $1.33M | 0.30% | +221+0.7% | Added |
| BKD Wealth Advisors, LLC | 30,539 | $1.33M | 0.05% | −1,050−3.3% | Reduced |
| Plimoth Trust Co LLC | 30,573 | $1.33M | 0.46% | −219−0.7% | Reduced |
| WCG Wealth Advisors LLC | 30,292 | $1.34M | 0.18% | −810−2.6% | Reduced |
| Hills Bank & Trust Co | 31,088 | $1.35M | 0.20% | +2,558+9.0% | Added |
| Bayesian Capital Management, LP | 31,128 | $1.35M | 0.27% | −140,400−81.9% | Reduced |
| Park Avenue Securities LLC | 31,142 | $1.36M | 0.03% | +3,309+11.9% | Added |
| Poehling Capital Management, LLC | 31,164 | $1.36M | 0.57% | +31,164 | New |
| HM Payson & Co | 31,263 | $1.36M | 0.04% | −4,878−13.5% | Reduced |
| Argent Advisors, Inc. | 31,319 | $1.36M | 0.80% | +1,621+5.5% | Added |
| Vestcor Inc | 31,364 | $1.37M | 0.05% | +451+1.5% | Added |
| Redpoint Investment Management Pty Ltd | 31,657 | $1.38M | 0.20% | −5,016−13.7% | Reduced |
| Arabesque Asset Management Ltd | 31,815 | $1.39M | 0.68% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 31,922 | $1.39M | 1.04% | +308+1.0% | Added |
| Central Trust Co | 32,092 | $1.40M | 0.05% | +1,610+5.3% | Added |
| MCF Advisors LLC | 32,238 | $1.40M | 0.16% | −285−0.9% | Reduced |
| Ieq Capital, LLC | 32,262 | $1.41M | 0.04% | +15,901+97.2% | Added |
| BCS Wealth Management | 32,414 | $1.41M | 0.66% | +412+1.3% | Added |
| SeaCrest Wealth Management, LLC | 32,471 | $1.41M | 0.21% | −676−2.0% | Reduced |