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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 32,576 | $1.42M | 0.17% | +5,298+19.4% | Added |
| Cornerstone Advisory, LLC | 32,870 | $1.43M | 0.32% | −108−0.3% | Reduced |
| Global Retirement Partners, LLC | 31,986 | $1.43M | 0.11% | +1,583+5.2% | Added |
| Wealthcare Advisory Partners LLC | 33,152 | $1.44M | 0.08% | +7,394+28.7% | Added |
| Transform Wealth, LLC | 33,208 | $1.45M | 0.19% | −1,534−4.4% | Reduced |
| Patton Albertson Miller Group, LLC | 33,288 | $1.45M | 0.31% | −1,052−3.1% | Reduced |
| Tandem Investment Advisors, Inc. | 33,304 | $1.45M | 0.08% | +3,839+13.0% | Added |
| Newman Dignan & Sheerar, Inc. | 33,721 | $1.47M | 0.54% | +1,497+4.6% | Added |
| Lincoln National Corp | 33,735 | $1.47M | 0.04% | +4,221+14.3% | Added |
| United Asset Strategies, Inc. | 33,785 | $1.47M | 0.23% | +615+1.9% | Added |
| Avantax Advisory Services, Inc. | 33,840 | $1.47M | 0.02% | +2,597+8.3% | Added |
| Allstate Corp | 33,879 | $1.48M | 0.04% | −1,302−3.7% | Reduced |
| Siemens Fonds Invest GmbH | 34,039 | $1.48M | 0.17% | −1,518−4.3% | Reduced |
| Citizens & Northern Corp | 34,233 | $1.49M | 0.70% | +121+0.4% | Added |
| Ronald Blue Trust, Inc. | 31,561 | $1.50M | 0.03% | +2,736+9.5% | Added |
| CWM, LLC | 34,439 | $1.50M | 0.01% | −791−2.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 34,435 | $1.50M | 0.07% | +21,759+171.7% | Added |
| CNB Bank | 34,873 | $1.52M | 1.03% | +1,178+3.5% | Added |
| Hennessy Advisors Inc | 35,000 | $1.52M | 0.11% | −7,000−16.7% | Reduced |
| St. Johns Investment Management Company, LLC | 35,029 | $1.52M | 1.00% | +1,061+3.1% | Added |
| Silvant Capital Management LLC | 35,108 | $1.53M | 0.10% | −301−0.9% | Reduced |
| InterOcean Capital Group, LLC | 35,795 | $1.56M | 0.06% | +2,797+8.5% | Added |
| Greenwood Capital Associates LLC | 35,919 | $1.56M | 0.27% | +935+2.7% | Added |
| Oak Harbor Wealth Partners, LLC | 36,204 | $1.58M | 0.62% | +1,737+5.0% | Added |
| Arkadios Wealth Advisors | 36,247 | $1.58M | 0.24% | +6,606+22.3% | Added |
| Glenmede Trust Co NA | 36,343 | $1.58M | 0.01% | −356−1.0% | Reduced |
| Bank Ozk | 36,336 | $1.58M | 0.86% | +17,000+87.9% | Added |
| Boenning & Scattergood, Inc. | 36,373 | $1.58M | 0.32% | −1,087−2.9% | Reduced |
| Farmers National Bank | 36,552 | $1.59M | 0.64% | +327+0.9% | Added |
| RKL Wealth Management LLC | 36,685 | $1.60M | 0.23% | +501+1.4% | Added |
| Strategic Advisors LLC | 36,743 | $1.60M | 0.35% | −780−2.1% | Reduced |
| National Asset Management, Inc. | 36,740 | $1.60M | 0.05% | +15,321+71.5% | Added |
| GHP Investment Advisors, Inc. | 36,809 | $1.60M | 0.12% | −325−0.9% | Reduced |
| McMillion Capital Management Inc | 37,357 | $1.63M | 1.51% | −2,051−5.2% | Reduced |
| J.W. Cole Advisors, Inc. | 37,666 | $1.64M | 0.14% | +775+2.1% | Added |
| Moody National Bank Trust Division | 37,686 | $1.64M | 0.17% | +7,918+26.6% | Added |
| Beach Investment Counsel Inc | 37,736 | $1.64M | 0.23% | −12,175−24.4% | Reduced |
| Bard Financial Services, Inc. | 37,730 | $1.64M | 0.15% | +3,700+10.9% | Added |
| Van Eck Associates Corp | 37,806 | $1.65M | 0.00% | +2,496+7.1% | Added |
| Neville Rodie & Shaw Inc | 37,998 | $1.65M | 0.16% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 37,986 | $1.65M | 1.30% | +37,986 | New |
| Private Advisor Group, LLC | 38,039 | $1.66M | 0.02% | −31,262−45.1% | Reduced |
| X-Square Capital, LLC | 38,224 | $1.66M | 1.06% | +407+1.1% | Added |
| Kestra Private Wealth Services, LLC | 38,621 | $1.68M | 0.10% | +447+1.2% | Added |
| Transcend Wealth Collective, LLC | 38,640 | $1.68M | 0.19% | +5,399+16.2% | Added |
| First Bank & Trust | 38,695 | $1.69M | 0.62% | +1,858+5.0% | Added |
| Physicians Financial Services, Inc. | 38,861 | $1.69M | 0.82% | −1,250−3.1% | Reduced |
| Bowen Hanes & Co Inc | 38,915 | $1.69M | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 38,980 | $1.70M | 0.15% | −30−0.1% | Reduced |
| Icon Advisers Inc | 39,100 | $1.70M | 0.47% | 00.0% | Unchanged |
| Salzhauer Michael | 39,637 | $1.73M | 1.09% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 39,637 | $1.73M | 1.01% | +8,087+25.6% | Added |
| Steward Partners Investment Advisory, LLC | 40,071 | $1.75M | 0.03% | −4,110−9.3% | Reduced |
| Rossmore Private Capital | 40,103 | $1.75M | 0.31% | +260+0.7% | Added |
| Sompo Asset Management Co., Ltd. | 40,110 | $1.75M | 0.44% | +690+1.8% | Added |
| Sequoia Financial Advisors, LLC | 40,160 | $1.75M | 0.06% | −7,003−14.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 40,378 | $1.76M | 1.21% | −37,760−48.3% | Reduced |
| Independence Bank of Kentucky | 40,373 | $1.76M | 0.87% | +276+0.7% | Added |
| Everence Capital Management Inc | 40,660 | $1.77M | 0.16% | 00.0% | Unchanged |
| Game Creek Capital, LP | 40,750 | $1.77M | 1.19% | +14,750+56.7% | Added |
| Point72 Hong Kong Ltd | 40,787 | $1.78M | 0.11% | +40,630+25,879.0% | Added |
| Ethic Inc. | 40,825 | $1.78M | 0.12% | −44,762−52.3% | Reduced |
| Twin Capital Management Inc | 40,836 | $1.78M | 0.24% | −166−0.4% | Reduced |
| Anchor Capital Advisors LLC | 41,123 | $1.79M | 0.05% | +1,360+3.4% | Added |
| First Hawaiian Bank | 41,130 | $1.79M | 0.07% | −75−0.2% | Reduced |
| Hengehold Capital Management LLC | 41,170 | $1.79M | 0.28% | −4,500−9.9% | Reduced |
| Curi Capital | 41,256 | $1.80M | 0.30% | +40,065+3,364.0% | Added |
| Arvest Trust Co N A | 41,453 | $1.80M | 0.12% | +8,969+27.6% | Added |
| Buckhead Capital Management LLC | 41,901 | $1.82M | 0.47% | 00.0% | Unchanged |
| Outfitter Financial LLC | 42,174 | $1.84M | 1.80% | +2,224+5.6% | Added |
| O'Shaughnessy Asset Management, LLC | 42,189 | $1.84M | 0.03% | −1,720−3.9% | Reduced |
| Heritage Trust Co | 42,253 | $1.84M | 0.32% | +396+0.9% | Added |
| Arcus Capital Partners, LLC | 42,446 | $1.85M | 0.77% | −173−0.4% | Reduced |
| Snowden Capital Advisors LLC | 42,519 | $1.85M | 0.08% | +1,996+4.9% | Added |
| Tealwood Asset Management Inc | 42,793 | $1.86M | 1.01% | −106−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 42,792 | $1.86M | 0.19% | +4,035+10.4% | Added |
| Achmea Investment Management B.V. | 42,979 | $1.87M | 0.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 43,210 | $1.88M | 0.04% | +18,596+75.6% | Added |
| Hendershot Investments Inc. | 43,222 | $1.88M | 0.35% | −525−1.2% | Reduced |
| Capstone Investment Advisors, LLC | 43,241 | $1.88M | 0.04% | +43,241 | New |
| CWA Asset Management Group, LLC | 43,303 | $1.89M | 0.18% | +193+0.4% | Added |
| Capital Investment Advisors, LLC | 43,339 | $1.89M | 0.06% | +5,003+13.1% | Added |
| Huber Capital Management LLC | 43,417 | $1.89M | 0.53% | −23,073−34.7% | Reduced |
| Fiduciary Trust Co | 43,561 | $1.90M | 0.04% | +1,233+2.9% | Added |
| Azimuth Capital Investment Management LLC | 43,911 | $1.91M | 0.10% | −253−0.6% | Reduced |
| Banco de Sabadell, S.A | 44,195 | $1.92M | 1.59% | +443+1.0% | Added |
| NewEdge Wealth, LLC | 44,563 | $1.94M | 0.09% | −14,438−24.5% | Reduced |
| Tredje AP-fonden | 44,573 | $1.94M | 0.04% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 44,679 | $1.95M | 0.47% | +2,338+5.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 44,720 | $1.95M | 0.11% | +890+2.0% | Added |
| Hamel Associates, Inc. | 44,734 | $1.95M | 0.77% | −18,120−28.8% | Reduced |
| Advisor Partners II, LLC | 45,075 | $1.96M | 0.15% | +45,075 | New |
| Salomon & Ludwin, LLC | 45,467 | $1.98M | 0.30% | +6,909+17.9% | Added |
| Signaturefd, LLC | 45,664 | $1.99M | 0.07% | +2,557+5.9% | Added |
| Proquility Private Wealth Partners, LLC | 45,736 | $1.99M | 0.92% | +4,458+10.8% | Added |
| Holderness Investments Co | 45,775 | $1.99M | 0.91% | +1,174+2.6% | Added |
| Cetera Investment Advisers | 45,813 | $2.00M | 0.04% | −1,613−3.4% | Reduced |
| Coastline Trust Co | 45,859 | $2.00M | 0.32% | −15,855−25.7% | Reduced |
| FinTrust Capital Advisors, LLC | 46,154 | $2.00M | 0.52% | −191−0.4% | Reduced |
| Patten Group, Inc. | 46,230 | $2.01M | 0.69% | −77−0.2% | Reduced |