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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 12,115 | $527.0K | 0.07% | −13,886−53.4% | Reduced |
| Lumature Wealth Partners, LLC | 12,025 | $524.0K | 0.28% | −51−0.4% | Reduced |
| EPG Wealth Management LLC | 12,006 | $523.0K | 0.21% | +4,041+50.7% | Added |
| Rede Wealth, LLC | 11,991 | $522.0K | 0.31% | +50.0% | Added |
| Ogorek Anthony Joseph | 11,957 | $520.0K | 0.25% | +129+1.1% | Added |
| NBT Bank N A | 11,894 | $518.0K | 0.08% | +104+0.9% | Added |
| Pathway Financial Advisors LLC | 11,864 | $517.0K | 0.18% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 11,800 | $514.0K | 0.75% | 00.0% | Unchanged |
| 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 |
| Bartlett & Co. Wealth Management LLC | 11,778 | $512.8K | 0.01% | −471−3.8% | 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 |
| 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 |
| Sculati Wealth Management, LLC | 11,659 | $508.0K | 0.30% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 11,631 | $506.0K | 0.15% | 00.0% | Unchanged |
| Cypress Capital Group | 11,560 | $504.0K | 0.08% | −262−2.2% | Reduced |
| Asset Dedication, LLC | 11,467 | $501.0K | 0.06% | −29−0.3% | Reduced |
| Heron Financial Group, LLC | 11,483 | $500.0K | 0.31% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 11,459 | $499.0K | 0.02% | −537−4.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 11,372 | $498.0K | 0.27% | +1,664+17.1% | Added |
| Intrua Financial, LLC | 11,421 | $497.0K | 0.13% | −614−5.1% | Reduced |
| Eagle Global Advisors LLC | 11,392 | $496.0K | 0.04% | −240,812−95.5% | Reduced |
| Montchanin Asset Management, LLC | 11,365 | $495.0K | 0.70% | +2,020+21.6% | Added |
| Cassia Capital Partners, LLC | 11,319 | $493.0K | 0.45% | +2,022+21.7% | Added |
| Coastal Investment Advisors, Inc. | 11,301 | $492.0K | 0.13% | +74+0.7% | Added |
| Shayne & Co., LLC | 11,184 | $487.0K | 0.31% | 00.0% | Unchanged |
| Keel Point, LLC | 11,137 | $485.0K | 0.08% | +149+1.4% | Added |
| Valmark Advisers, Inc. | 11,112 | $484.0K | 0.01% | +3,727+50.5% | Added |
| Crawford Investment Counsel Inc | 10,966 | $477.0K | 0.01% | −1,512−12.1% | Reduced |
| Thompson Investment Management, Inc. | 10,929 | $476.0K | 0.09% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,925 | $475.0K | 0.18% | +314+3.0% | Added |
| Hudson Valley Investment Advisors Inc | 10,883 | $474.0K | 0.08% | −1,331−10.9% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,850 | $472.0K | 0.01% | +63+0.6% | Added |
| Qtron Investments LLC | 10,819 | $471.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| Center For Asset Management LLC | 10,756 | $468.0K | 0.47% | +1,864+21.0% | Added |
| Baker Tilly Wealth Management, LLC | 10,697 | $466.0K | 0.06% | +58+0.5% | Added |
| HBK Sorce Advisory LLC | 10,672 | $465.0K | 0.03% | +2,856+36.5% | Added |
| MAI Capital Management | 10,647 | $464.0K | 0.01% | −261−2.4% | Reduced |
| Live Oak Private Wealth LLC | 10,575 | $460.0K | 0.10% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 10,520 | $458.0K | 0.35% | +10,520 | New |
| Covenant Asset Management, LLC | 10,489 | $457.0K | 0.18% | −315−2.9% | Reduced |
| Triad Financial Advisors, Inc. | 10,430 | $454.0K | 0.25% | +142+1.4% | Added |
| Oak Associates, Ltd | 10,375 | $452.0K | 0.04% | −375−3.5% | Reduced |
| Keebeck Alpha, LP | 10,331 | $450.0K | 0.24% | −61−0.6% | Reduced |
| First Commonwealth Financial Corp | 10,316 | $449.0K | 0.19% | +596+6.1% | Added |
| Conning Inc. | 10,279 | $448.0K | 0.02% | −1,405−12.0% | Reduced |
| 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 |
| 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 |
| Philadelphia Trust Co | 10,172 | $443.0K | 0.05% | −400−3.8% | Reduced |
| Graypoint LLC | 10,134 | $441.0K | 0.06% | +1,433+16.5% | 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 |
| 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 |
| 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 |
| 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 |
| American Assets Inc | 10,000 | $435.0K | 0.17% | 00.0% | Unchanged |
| Argent Capital Management LLC | 9,964 | $434.0K | 0.02% | −1,277,933−99.2% | Reduced |
| Guyasuta Investment Advisors Inc | 9,942 | $433.0K | 0.04% | 00.0% | Unchanged |
| Canandaigua National Corp | 9,907 | $431.0K | 0.08% | −91−0.9% | Reduced |
| 180 Wealth Advisors, LLC | 9,819 | $428.0K | 0.12% | −258−2.6% | Reduced |
| 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 |
| Peoples Bank | 9,749 | $424.0K | 0.28% | +384+4.1% | Added |
| Burke & Herbert Bank & Trust Co | 9,667 | $420.0K | 0.35% | −360−3.6% | Reduced |
| Biltmore Family Office, LLC | 9,593 | $418.0K | 0.10% | −4,000−29.4% | Reduced |
| Acadian Asset Management LLC | 9,577 | $416.0K | 0.00% | +9,577 | New |
| 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 |
| Southeast Asset Advisors Inc. | 9,440 | $411.0K | 0.07% | +20.0% | Added |
| Islay Capital Management, LLC | 9,426 | $410.0K | 0.49% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Mount Yale Investment Advisors, LLC | 9,293 | $405.0K | 0.05% | −131−1.4% | Reduced |
| NFP Retirement, Inc. | 9,291 | $404.5K | 0.10% | +8+0.1% | Added |
| CIBC World Markets Inc. | 9,273 | $404.0K | 0.00% | +4,802+107.4% | Added |
| Gladstone Institutional Advisory LLC | 9,246 | $403.0K | 0.03% | −2,313−20.0% | Reduced |
| Fiducient Advisors LLC | 9,211 | $401.0K | 0.19% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 9,190 | $400.0K | 0.11% | −29−0.3% | Reduced |
| 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 |
| Centaurus Financial, Inc. | 9,136 | $398.0K | 0.04% | +1,008+12.4% | Added |
| Parthenon LLC | 9,112 | $397.0K | 0.07% | 00.0% | Unchanged |