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 |
|---|---|---|---|---|---|
| Occidental Asset Management, LLC | 6,467 | $282.0K | 0.08% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 6,462 | $281.0K | 0.11% | +736+12.9% | Added |
| Williams Jones Wealth Management, LLC. | 6,436 | $280.0K | 0.00% | −622−8.8% | Reduced |
| Ameritas Advisory Services, LLC | 6,405 | $279.0K | 0.02% | +281+4.6% | Added |
| Meridian Financial Partners LLC | 6,480 | $279.0K | 0.40% | +742+12.9% | Added |
| ARGI Investment Services, LLC | 6,362 | $277.0K | 0.01% | −524−7.6% | Reduced |
| Formidable Asset Management, LLC | 6,302 | $277.0K | 0.06% | 00.0% | Unchanged |
| Doyle Wealth Management | 6,365 | $277.0K | 0.02% | +69+1.1% | Added |
| Premier Asset Management LLC | 6,370 | $277.0K | 0.29% | +6,370 | New |
| Emfo, LLC | 6,315 | $275.0K | 0.26% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,323 | $275.0K | 0.09% | +143+2.3% | Added |
| Augustine Asset Management Inc | 6,298 | $274.0K | 0.18% | −87−1.4% | Reduced |
| Vise Technologies, Inc. | 6,290 | $274.0K | 0.10% | +6,290 | New |
| Community Bank & Trust, Waco, Texas | 6,262 | $273.0K | 0.10% | +210+3.5% | Added |
| First Foundation Advisors | 6,245 | $272.0K | 0.01% | −242−3.7% | Reduced |
| TCWP LLC | 6,235 | $271.0K | 0.06% | −302−4.6% | Reduced |
| Connors Investor Services Inc | 6,220 | $271.0K | 0.04% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 6,225 | $271.0K | 0.04% | +291+4.9% | Added |
| Great Valley Advisor Group, Inc. | 6,204 | $270.0K | 0.02% | +40+0.6% | Added |
| MJP Associates Inc | 6,192 | $270.0K | 0.08% | +6,192 | New |
| Glen Eagle Advisors, LLC | 6,179 | $269.0K | 0.08% | −91−1.5% | Reduced |
| WealthShield Partners, LLC | 6,145 | $268.0K | 0.05% | −170−2.7% | Reduced |
| Loudon Investment Management, LLC | 6,035 | $263.0K | 0.21% | −16,236−72.9% | Reduced |
| Goepper Burkhardt LLC | 6,051 | $263.0K | 0.20% | −210−3.4% | Reduced |
| Petrus Trust Company, LTA | 5,997 | $261.0K | 0.04% | +5,997 | New |
| HHM Wealth Advisors, LLC | 5,940 | $259.0K | 0.07% | −129−2.1% | Reduced |
| Stony Point Wealth Management Inc. | 5,884 | $256.0K | 0.19% | −1,390−19.1% | Reduced |
| Optimum Investment Advisors | 5,874 | $256.0K | 0.14% | +279+5.0% | Added |
| SRS Capital Advisors, Inc. | 5,849 | $255.0K | 0.04% | −3,334−36.3% | Reduced |
| AdvisorNet Financial, Inc | 5,851 | $255.0K | 0.03% | −3−0.1% | Reduced |
| KC Investment Advisors, LLC | 5,848 | $255.0K | 0.22% | +1,049+21.9% | Added |
| Wedmont Private Capital | 5,838 | $254.0K | 0.05% | +911+18.5% | Added |
| HighTower Trust Services, LTA | 5,833 | $254.0K | 0.03% | +5,833 | New |
| Evercore Wealth Management, LLC | 5,780 | $252.0K | 0.01% | +200+3.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,775 | $251.0K | 0.06% | −142−2.4% | Reduced |
| Capital Square, LLC | 5,784 | $251.0K | 0.23% | +1,004+21.0% | Added |
| Gateway Investment Advisers LLC | 5,734 | $250.0K | 0.00% | −2,529−30.6% | Reduced |
| Country Club Bank | 5,650 | $248.0K | 0.02% | −750−11.7% | Reduced |
| Highland Private Wealth Management | 5,694 | $248.0K | 0.04% | +5,694 | New |
| Aua Capital Management, LLC | 5,680 | $247.0K | 0.16% | −1,331−19.0% | Reduced |
| TrinityPoint Wealth, LLC | 5,622 | $245.0K | 0.06% | +21+0.4% | Added |
| Exchange Traded Concepts, LLC | 5,630 | $245.0K | 0.01% | +786+16.2% | Added |
| Chiron Capital Management, LLC | 5,600 | $244.0K | 0.16% | +5,600 | New |
| Lake Street Financial LLC | 5,591 | $243.0K | 0.06% | −1,363−19.6% | Reduced |
| Hartford Financial Management Inc. | 5,549 | $242.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 5,521 | $240.4K | 0.07% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,502 | $239.0K | 0.06% | −135−2.4% | Reduced |
| Jefferies Group LLC | 5,470 | $238.2K | 0.01% | +5,470 | New |
| Cornerstone Wealth Group, LLC | 5,476 | $238.0K | 0.05% | −479−8.0% | Reduced |
| PBMares Wealth Management LLC | 5,476 | $238.0K | 0.10% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,454 | $237.0K | 0.06% | −530−8.9% | Reduced |
| Southern Capital Advisors, LLC | 5,434 | $237.0K | 0.19% | +59+1.1% | Added |
| Millennium Capital Advisors, LLC | 5,400 | $235.1K | 0.25% | −1,400−20.6% | Reduced |
| Tandem Capital Management Corp | 5,652 | $235.0K | 0.20% | −420−6.9% | Reduced |
| Arlington Financial Advisors, LLC | 5,400 | $235.0K | 0.12% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 5,317 | $232.0K | 0.13% | −1,532−22.4% | Reduced |
| Aviance Capital Partners, LLC | 5,325 | $232.0K | 0.06% | −75−1.4% | Reduced |
| Central Bank & Trust Co | 5,300 | $231.0K | 0.05% | −1,000−15.9% | Reduced |
| Strategic Wealth Designers | 5,298 | $231.0K | 0.07% | −436−7.6% | Reduced |
| M. Kulyk & Associates, LLC | 5,310 | $231.0K | 0.08% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,293 | $230.0K | 0.02% | −45−0.8% | Reduced |
| New Jersey Better Educational Savings Trust | 5,292 | $230.0K | 0.77% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 5,235 | $228.0K | 0.16% | +931+21.6% | Added |
| Dakota Community Bank & Trust NA | 5,228 | $228.0K | 1.58% | +5,228 | New |
| Sutton Wealth Advisors Inc. | 5,214 | $227.0K | 0.09% | +79+1.5% | Added |
| Accurate Wealth Management, LLC | 5,169 | $227.0K | 0.09% | +5,169 | New |
| TD Waterhouse Canada Inc. | 4,975 | $226.6K | 0.00% | +64+1.3% | Added |
| Deseret Mutual Benefit Administrators | 5,197 | $226.0K | 0.06% | −1,043−16.7% | Reduced |
| Meyer Handelman Co | 5,200 | $226.0K | 0.01% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 5,183 | $226.0K | 0.11% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,158 | $225.0K | 0.04% | −2,727−34.6% | Reduced |
| Putnam Investments LLC | 5,174 | $225.0K | 0.00% | −251−4.6% | Reduced |
| HC Advisors, LLC | 5,170 | $225.0K | 0.15% | +3+0.1% | Added |
| Single Point Partners, LLC | 5,151 | $224.0K | 0.06% | −46−0.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,141 | $224.0K | 0.04% | 00.0% | Unchanged |
| Family Firm, Inc. | 5,128 | $223.0K | 0.07% | −3,159−38.1% | Reduced |
| Flagship Harbor Advisors, LLC | 5,074 | $221.0K | 0.03% | −334−6.2% | Reduced |
| Samalin Investment Counsel, LLC | 5,074 | $221.0K | 0.16% | +5+0.1% | Added |
| Toth Financial Advisory Corp | 5,056 | $220.0K | 0.04% | −98−1.9% | Reduced |
| Twin Focus Capital Partners, LLC | 5,058 | $220.0K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,059 | $220.0K | 0.21% | +364+7.8% | Added |
| Oakworth Capital, Inc. | 5,036 | $219.0K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 5,029 | $219.0K | 0.08% | +5,029 | New |
| Lindbrook Capital, LLC | 5,015 | $218.0K | 0.04% | −57−1.1% | Reduced |
| SPC Financial, Inc. | 5,000 | $218.0K | 0.03% | −50−1.0% | Reduced |
| Tocqueville Asset Management L.P. | 4,994 | $217.0K | 0.00% | +125+2.6% | Added |
| Amplius Wealth Advisors, LLC | 200,595 | $217.0K | 0.04% | −10,781−5.1% | Reduced |
| Blueshift Asset Management, LLC | 4,955 | $216.0K | 0.05% | −2,524−33.7% | Reduced |
| Harbour Investments, Inc. | 4,558 | $216.0K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 4,963 | $216.0K | 0.07% | +650+15.1% | Added |
| Investment Partners, Ltd. | 4,963 | $216.0K | 0.06% | +4,963 | New |
| Stewardship Advisors, LLC | 4,909 | $214.0K | 0.09% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 7,446 | $213.0K | 0.05% | +1,012+15.7% | Added |
| Johnson Investment Counsel Inc | 4,886 | $213.0K | 0.00% | +355+7.8% | Added |
| Ontario Teachers Pension Plan Board | 4,881 | $213.0K | 0.00% | +4,881 | New |
| Truadvice, LLC | 4,732 | $212.0K | 0.12% | +627+15.3% | Added |
| Lansing Street Advisors | 4,863 | $212.0K | 0.16% | +1,082+28.6% | Added |
| Mirabella Financial Services LLP | 4,822 | $212.0K | 0.02% | +4,822 | New |
| Glassman Wealth Services | 4,805 | $209.0K | 0.04% | −426−8.1% | Reduced |
| Eagle Capital Management, LLC | 4,798 | $209.0K | 0.13% | 00.0% | Unchanged |