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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 9,137 | $397.0K | 0.04% | +2,765+43.4% | Added |
| Clear Street Markets LLC | 9,102 | $396.0K | 0.08% | +6,118+205.0% | Added |
| Hayek Kallen Investment Management | 9,047 | $394.0K | 0.18% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 9,059 | $394.0K | 0.02% | +1,010+12.5% | Added |
| Mill Capital Management, LLC | 8,976 | $391.0K | 0.05% | −258−2.8% | Reduced |
| Zeke Capital Advisors, LLC | 9,000 | $391.0K | 0.03% | −27−0.3% | Reduced |
| Evermay Wealth Management LLC | 8,931 | $389.0K | 0.08% | −42−0.5% | Reduced |
| Eagle Harbor Asset Management Inc | 8,930 | $388.8K | 0.67% | +1,339+17.6% | Added |
| Segall Bryant & Hamill, LLC | 8,865 | $388.0K | 0.00% | −664−7.0% | Reduced |
| Sentry Investment Management LLC | 8,909 | $388.0K | 0.18% | 00.0% | Unchanged |
| Nwam LLC | 8,881 | $387.0K | 0.04% | −323−3.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 8,842 | $385.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,781 | $382.0K | 0.05% | −73−0.8% | Reduced |
| American Research & Management Co. | 8,755 | $381.0K | 0.11% | 00.0% | Unchanged |
| DFPG Investments, LLC | 9,181 | $381.0K | 0.16% | +9,181 | New |
| Woodward Diversified Capital, LLC | 8,734 | $380.0K | 0.31% | −207−2.3% | Reduced |
| Berkshire Asset Management LLC | 8,706 | $379.0K | 0.03% | −51−0.6% | Reduced |
| Institute for Wealth Management, LLC. | 8,703 | $379.0K | 0.09% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 8,579 | $377.0K | 0.08% | +181+2.2% | Added |
| Cobblestone Capital Advisors LLC | 8,637 | $376.0K | 0.03% | +180+2.1% | Added |
| Arbor Investment Advisors, LLC | 8,597 | $374.0K | 0.09% | −64,201−88.2% | Reduced |
| Sargent Bickham Lagudis LLC | 8,531 | $372.0K | 0.03% | +118+1.4% | Added |
| Birmingham Capital Management Co Inc | 8,544 | $372.0K | 0.16% | +335+4.1% | Added |
| Fukoku Mutual Life Insurance Co | 8,470 | $369.0K | 0.03% | +1,760+26.2% | Added |
| Quantinno Capital Management LP | 8,482 | $369.0K | 0.05% | +2,139+33.7% | Added |
| Prelude Capital Management, LLC | 8,410 | $366.0K | 0.02% | −193−2.2% | Reduced |
| Cim Investment Mangement Inc | 8,395 | $366.0K | 0.16% | 00.0% | Unchanged |
| NewSquare Capital LLC | 8,357 | $364.0K | 0.05% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 8,340 | $363.0K | 0.21% | −174−2.0% | Reduced |
| Power Corp of Canada | 8,176 | $356.0K | 0.05% | +8,176 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 8,153 | $355.0K | 0.06% | +1,476+22.1% | Added |
| Xcel Wealth Management, LLC | 8,122 | $354.0K | 0.13% | 00.0% | Unchanged |
| Renasant Bank | 8,107 | $353.0K | 0.31% | −2,047−20.2% | Reduced |
| D. Scott Neal, Inc. | 8,064 | $351.0K | 0.15% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,071 | $351.0K | 0.05% | +250+3.2% | Added |
| Verus Financial Partners, Inc. | 8,080 | $350.0K | 0.05% | −831−9.3% | Reduced |
| Naples Global Advisors, LLC | 8,009 | $349.0K | 0.05% | +399+5.2% | Added |
| Madison Wealth Management | 7,988 | $348.0K | 0.09% | −101−1.2% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $348.0K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,940 | $346.0K | 0.06% | −1,650−17.2% | Reduced |
| Abacus Planning Group, Inc. | 7,955 | $346.0K | 0.10% | −201−2.5% | Reduced |
| Childress Capital Advisors, LLC | 7,655 | $340.0K | 0.13% | +7,655 | New |
| ASB Consultores, LLC | 7,777 | $339.0K | 0.16% | 00.0% | Unchanged |
| Spire Wealth Management | 7,734 | $337.0K | 0.02% | −15,761−67.1% | Reduced |
| Gemmer Asset Management LLC | 7,685 | $335.0K | 0.06% | +73+1.0% | Added |
| Wagner Wealth Management, LLC | 7,658 | $333.0K | 0.25% | −95−1.2% | Reduced |
| Systematic Financial Management LP | 7,659 | $333.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 7,642 | $333.0K | 0.23% | +7,642 | New |
| ICA Group Wealth Management, LLC | 7,600 | $331.0K | 0.07% | +47+0.6% | Added |
| Evergreen Capital Management LLC | 7,552 | $329.0K | 0.02% | −671−8.2% | Reduced |
| Day & Ennis, LLC | 7,451 | $324.0K | 0.13% | −45−0.6% | Reduced |
| High Net Worth Advisory Group LLC | 7,422 | $323.0K | 0.14% | −567−7.1% | Reduced |
| H. L. Ormond & Company, LLC | 7,389 | $323.0K | 0.52% | +883+13.6% | Added |
| Enterprise Financial Services Corp | 7,394 | $322.0K | 0.24% | −4,423−37.4% | Reduced |
| Davis R M Inc | 7,390 | $322.0K | 0.01% | −1,921−20.6% | Reduced |
| Select Asset Management & Trust | 7,372 | $321.0K | 0.38% | −761−9.4% | Reduced |
| ACG Wealth | 7,359 | $320.0K | 0.07% | +30.0% | Added |
| Vigilant Capital Management, LLC | 7,344 | $320.0K | 0.03% | +942+14.7% | Added |
| Rock Point Advisors, LLC | 7,350 | $320.0K | 0.12% | +3,000+69.0% | Added |
| TrueWealth Advisors, LLC | 7,330 | $319.0K | 0.15% | +694+10.5% | Added |
| Washington Capital Management Inc | 7,321 | $318.8K | 0.32% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,298 | $318.0K | 0.01% | +26+0.4% | Added |
| Foundations Investment Advisors, LLC | 7,295 | $318.0K | 0.01% | +2,486+51.7% | Added |
| Ambassador Advisors, LLC | 7,283 | $317.0K | 0.08% | −2,415−24.9% | Reduced |
| Family Legacy, Inc. | 7,229 | $315.0K | 0.16% | −16−0.2% | Reduced |
| Personal Capital Advisors Corp | 7,221 | $314.0K | 0.00% | +10+0.1% | Added |
| Cipher Capital LP | 7,174 | $312.0K | 0.05% | +7,174 | New |
| Pinnacle Holdings, LLC | 7,143 | $311.0K | 0.15% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 7,145 | $311.0K | 0.10% | 00.0% | Unchanged |
| Riverview Trust Co | 7,112 | $310.0K | 0.30% | −255−3.5% | Reduced |
| Boltwood Capital Management | 7,110 | $310.0K | 0.14% | +1,220+20.7% | Added |
| Ballew Advisors, Inc | 7,127 | $309.0K | 0.28% | 00.0% | Unchanged |
| Veracity Capital LLC | 7,098 | $309.0K | 0.17% | +467+7.0% | Added |
| First Manhattan Co | 7,094 | $308.0K | 0.00% | −6,075−46.1% | Reduced |
| Smithfield Trust Co | 7,105 | $308.0K | 0.02% | −150−2.1% | Reduced |
| Northern Oak Wealth Management Inc | 7,057 | $307.0K | 0.05% | +7,025+21,953.1% | Added |
| Financial Advocates Investment Management | 8,765 | $306.0K | 0.03% | +715+8.9% | Added |
| LMCG Investments, LLC | 7,002 | $305.0K | 0.02% | +159+2.3% | Added |
| Romano Brothers and Company | 7,011 | $305.0K | 0.05% | +7,011 | New |
| Thrive Capital Management, LLC | 7,009 | $305.0K | 0.21% | +7,009 | New |
| 1620 Investment Advisors, Inc. | 6,931 | $302.0K | 0.45% | +195+2.9% | Added |
| KCM Investment Advisors LLC | 6,925 | $302.0K | 0.01% | +2,134+44.5% | Added |
| Tobam | 6,867 | $299.0K | 0.02% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 6,819 | $297.0K | 0.34% | +1,206+21.5% | Added |
| Main Street Financial Solutions, LLC | 6,795 | $296.0K | 0.05% | −2,786−29.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,782 | $295.0K | 0.07% | +61+0.9% | Added |
| Andesa Financial Management Inc. | 6,683 | $293.0K | 0.10% | +909+15.7% | Added |
| Mendel Money Management | 6,672 | $290.0K | 0.18% | +190+2.9% | Added |
| Cassady Schiller Wealth Management, LLC | 6,601 | $287.0K | 0.17% | +429+7.0% | Added |
| Annapolis Financial Services, LLC | 6,558 | $286.0K | 0.10% | +343+5.5% | Added |
| Boothbay Fund Management, LLC | 6,578 | $286.0K | 0.01% | +6,578 | New |
| Carson Advisory Inc. | 6,555 | $285.0K | 0.32% | −199−2.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,546 | $285.0K | 0.31% | −13−0.2% | Reduced |
| Jackson Square Capital, LLC | 6,542 | $285.0K | 0.14% | 00.0% | Unchanged |
| QVR LLC | 6,547 | $285.0K | 0.26% | +2,607+66.2% | Added |
| Canton Hathaway, LLC | 6,516 | $284.0K | 0.10% | −565−8.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,518 | $283.8K | 0.00% | +415+6.8% | Added |
| Benin Management CORP | 6,498 | $283.0K | 0.12% | −50−0.8% | Reduced |
| Horizon Financial Services, LLC | 6,494 | $283.0K | 0.25% | 00.0% | Unchanged |
| Montecito Bank & Trust | 6,467 | $282.0K | 0.07% | −729−10.1% | Reduced |