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 |
|---|---|---|---|---|---|
| Enlightenment Research, LLC | 4,800 | $209.0K | 0.46% | +4,800 | New |
| Insight Advisors, LLC | 4,776 | $208.0K | 0.08% | 00.0% | Unchanged |
| Norris Perne & French LLP | 4,767 | $208.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,778 | $208.0K | 0.01% | +4,778 | New |
| Alliance Wealth Advisors, LLC | 4,761 | $207.0K | 0.19% | −359−7.0% | Reduced |
| Morris Financial Concepts, Inc. | 4,753 | $207.0K | 0.21% | 00.0% | Unchanged |
| Excalibur Management Corp | 4,726 | $206.0K | 0.12% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 4,727 | $206.0K | 0.11% | +90+1.9% | Added |
| Worth Asset Management, LLC | 4,700 | $205.0K | 0.15% | −215−4.4% | Reduced |
| Alaethes Wealth LLC | 4,700 | $205.0K | 0.15% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 4,680 | $204.0K | 0.10% | −401−7.9% | Reduced |
| Stillwater Investment Management, LLC | 4,676 | $204.0K | 0.06% | +51+1.1% | Added |
| LexAurum Advisors, LLC | 4,696 | $204.0K | 0.08% | +4,696 | New |
| Home Federal Bank of Tennessee | 4,661 | $203.0K | 0.08% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,661 | $203.0K | 0.00% | +4,661 | New |
| Intercontinental Wealth Advisors, LLC | 4,644 | $202.0K | 0.06% | +64+1.4% | Added |
| SBK Financial, Inc. | 4,621 | $201.0K | 0.31% | +4,621 | New |
| Wellington Shields & Co., LLC | 4,455 | $194.0K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,285 | $187.0K | 0.03% | +101+2.4% | Added |
| Arlington Partners LLC | 4,237 | $184.0K | 0.07% | −6,941−62.1% | Reduced |
| Hudock, Inc. | 4,238 | $184.0K | 0.06% | +22+0.5% | Added |
| Tiemann Investment Advisors, LLC | 4,211 | $183.0K | 0.12% | −75−1.7% | Reduced |
| CVA Family Office, LLC | 4,080 | $178.0K | 0.05% | −1,805−30.7% | Reduced |
| M&R Capital Management Inc | 4,065 | $177.0K | 0.05% | +24+0.6% | Added |
| Desjardins Global Asset Management Inc. | 4,030 | $175.0K | 0.02% | +114+2.9% | Added |
| Pittenger & Anderson Inc | 3,970 | $173.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 3,920 | $170.7K | 0.18% | +310+8.6% | Added |
| Raffa Wealth Management, LLC | 3,889 | $169.3K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,884 | $169.0K | 0.02% | −2,841−42.2% | Reduced |
| Johnson Financial Group, Inc. | 3,862 | $168.0K | 0.02% | +12+0.3% | Added |
| Bollard Group LLC | 3,864 | $168.0K | 0.01% | +42+1.1% | Added |
| Carmichael Hill & Associates, Inc. | 3,842 | $167.0K | 0.10% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,740 | $163.0K | 0.05% | +357+10.6% | Added |
| Manchester Capital Management LLC | 3,691 | $161.0K | 0.03% | +173+4.9% | Added |
| Neo Ivy Capital Management | 3,654 | $159.0K | 0.42% | +3,654 | New |
| AIA Group Ltd | 3,602 | $157.0K | 0.01% | −2,220−38.1% | Reduced |
| First Command Bank | 3,600 | $157.0K | 0.02% | −698−16.2% | Reduced |
| First Command Financial Services, Inc. | 3,600 | $157.0K | 0.02% | −698−16.2% | Reduced |
| Payden & Rygel | 3,600 | $157.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,600 | $157.0K | 0.10% | +3,600 | New |
| Hexagon Capital Partners LLC | 3,586 | $156.0K | 0.05% | +2,589+259.7% | Added |
| Mechanics Financial Corp | 3,495 | $152.0K | 0.10% | +1,160+49.7% | Added |
| Bank of New Hampshire | 3,287 | $143.0K | 0.04% | +273+9.1% | Added |
| Evoke Wealth, LLC | 3,260 | $142.0K | 0.01% | +1,477+82.8% | Added |
| Tompkins Financial Corp | 3,246 | $141.0K | 0.02% | +241+8.0% | Added |
| Washington Trust Advisors, Inc. | 3,166 | $138.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,163 | $138.0K | 0.02% | +50+1.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,073 | $134.0K | 0.12% | +23+0.8% | Added |
| KB Financial Partners, LLC | 3,026 | $132.0K | 0.05% | −4−0.1% | Reduced |
| Larson Financial Group LLC | 2,977 | $130.0K | 0.02% | +215+7.8% | Added |
| Proffitt & Goodson Inc | 2,958 | $129.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,895 | $126.0K | 0.02% | +6+0.2% | Added |
| Clear Investment Research, LLC | 2,837 | $124.0K | 0.26% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,748 | $119.0K | 0.03% | +61+2.3% | Added |
| Quent Capital, LLC | 2,741 | $119.0K | 0.02% | +448+19.5% | Added |
| Pacer Advisors, Inc. | 2,705 | $118.0K | 0.00% | −24,899−90.2% | Reduced |
| JFS Wealth Advisors, LLC | 2,665 | $116.0K | 0.01% | −137−4.9% | Reduced |
| EdgeRock Capital LLC | 2,619 | $114.0K | 0.06% | +2,619 | New |
| JJJ Advisors Inc. | 2,612 | $113.0K | 0.04% | +202+8.4% | Added |
| Gables Capital Management Inc. | 2,531 | $110.0K | 0.09% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,520 | $110.0K | 0.03% | +2,520 | New |
| Aspire Private Capital, LLC | 2,440 | $106.0K | 0.04% | +188+8.3% | Added |
| DuPont Capital Management Corp | 2,362 | $103.0K | 0.01% | −1,644−41.0% | Reduced |
| Creative Financial Designs Inc | 2,191 | $95.0K | 0.02% | −1,141−34.2% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $95.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 2,135 | $93.0K | 0.08% | +265+14.2% | Added |
| Loomis Sayles & Co L P | 2,061 | $90.0K | 0.00% | +2,061 | New |
| PFG Private Wealth Management, LLC | 2,002 | $87.0K | 0.06% | −15−0.7% | Reduced |
| Atlantic Trust, LLC | 1,987 | $86.0K | 0.03% | +141+7.6% | Added |
| IMA Wealth, Inc. | 1,961 | $85.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 1,946 | $84.0K | 0.01% | +1,946 | New |
| MUFG Americas Holdings Corp | 1,875 | $82.0K | 0.00% | +73+4.1% | Added |
| Monetary Management Group Inc | 1,830 | $80.0K | 0.03% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,820 | $79.0K | 0.05% | +5+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,792 | $78.0K | 0.01% | −7,900−81.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,800 | $78.0K | 0.01% | −50−2.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,751 | $77.0K | 0.00% | −3,082−63.8% | Reduced |
| First PREMIER Bank | 1,780 | $77.0K | 0.03% | −124−6.5% | Reduced |
| Ci Investments Inc. | 1,776 | $77.0K | 0.00% | +1,614+996.3% | Added |
| Stephens Consulting, LLC | 1,740 | $75.8K | 0.07% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,731 | $75.0K | 0.05% | −500−22.4% | Reduced |
| Front Row Advisors LLC | 1,655 | $72.0K | 0.04% | −37−2.2% | Reduced |
| TCI Wealth Advisors, Inc. | 1,597 | $70.0K | 0.01% | −197−11.0% | Reduced |
| Arrow Financial Corp | 1,625 | $70.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,571 | $68.0K | 0.01% | +141+9.9% | Added |
| American National Bank | 1,541 | $67.0K | 0.02% | +48+3.2% | Added |
| Halpern Financial, Inc. | 1,532 | $66.7K | 0.03% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,497 | $65.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,491 | $65.0K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 1,458 | $63.5K | 0.03% | +1,458 | New |
| AllSquare Wealth Management LLC | 1,425 | $62.0K | 0.04% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,391 | $61.0K | 0.11% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,339 | $58.0K | 0.00% | +46+3.6% | Added |
| American State Bank (Iowa) | 1,294 | $56.3K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,280 | $56.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,236 | $54.0K | 0.00% | −2,550−67.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,228 | $53.0K | 0.04% | 00.0% | Unchanged |
| First Personal Financial Services | 1,195 | $52.0K | 0.02% | +318+36.3% | Added |
| Old Second National Bank of Aurora | 1,163 | $50.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,111 | $48.0K | 0.00% | 00.0% | Unchanged |