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 |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 1,116 | $48.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 1,100 | $48.0K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,101 | $48.0K | 0.01% | +6+0.5% | Added |
| BerganKDV Wealth Management, LLC | 1,048 | $46.0K | 0.01% | −56−5.1% | Reduced |
| Westside Investment Management, Inc. | 1,070 | $46.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,000 | $44.0K | 0.01% | +22+2.2% | Added |
| Rosenberg Matthew Hamilton | 973 | $42.0K | 0.02% | +21+2.2% | Added |
| Core Alternative Capital | 963 | $42.0K | 0.01% | +49+5.4% | Added |
| Plante Moran Financial Advisors, LLC | 944 | $41.0K | 0.01% | −106−10.1% | Reduced |
| Camden National Bank | 922 | $40.0K | 0.01% | −126,222−99.3% | Reduced |
| Pinnacle Bancorp, Inc. | 915 | $40.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 922 | $40.0K | 0.05% | +922 | New |
| Missouri Trust & Investment Co | 899 | $39.0K | 0.03% | −470−34.3% | Reduced |
| Perkins Coie Trust Co | 885 | $39.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 875 | $38.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 880 | $38.0K | 0.01% | −7−0.8% | Reduced |
| Horizons Wealth Management | 853 | $37.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 854 | $37.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 852 | $37.0K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 825 | $35.0K | 0.04% | +825 | New |
| Bell Investment Advisors, Inc | 780 | $34.0K | 0.01% | +145+22.8% | Added |
| Tradition Wealth Management, LLC | 763 | $33.0K | 0.00% | +16+2.1% | Added |
| Goodwin Investment Advisory | 759 | $33.0K | 0.02% | +759 | New |
| Wolff Wiese Magana LLC | 730 | $32.0K | 0.03% | −135−15.6% | Reduced |
| Earnest Partners LLC | 745 | $32.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 717 | $31.0K | 0.00% | −95−11.7% | Reduced |
| Hanson & Doremus Investment Management | 683 | $30.0K | 0.01% | −78−10.2% | Reduced |
| Norwood Financial Corp | 699 | $30.0K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 672 | $29.0K | 0.01% | +60+9.8% | Added |
| Webster Bank, N. A. | 639 | $28.0K | 0.00% | +300+88.5% | Added |
| Newbridge Financial Services Group, Inc. | 623 | $27.0K | 0.02% | +528+555.8% | Added |
| Citizens National Bank Trust Department | 560 | $24.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 544 | $24.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 553 | $24.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 550 | $24.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 525 | $23.0K | 0.03% | −100−16.0% | Reduced |
| Beacon Capital Management, LLC | 455 | $22.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 498 | $22.0K | 0.00% | +249+100.0% | Added |
| Financial Perspectives, Inc | 505 | $22.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 480 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 472 | $20.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 439 | $19.0K | 0.01% | +14+3.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 450 | $19.0K | 0.01% | +450 | New |
| Providence Capital Advisors, LLC | 405 | $18.0K | 0.01% | −508−55.6% | Reduced |
| Capital Advisors, Ltd. LLC | 402 | $18.0K | 0.00% | −34−7.8% | Reduced |
| Operose Advisors LLC | 418 | $18.0K | 0.01% | +418 | New |
| BOK Financial Private Wealth, Inc. | 370 | $16.0K | 0.00% | −505−57.7% | Reduced |
| Maryland Capital Advisors Inc. | 372 | $16.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $16.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 358 | $16.0K | 0.02% | +22+6.5% | Added |
| Morton Brown Family Wealth, LLC | 356 | $16.0K | 0.01% | +13+3.8% | Added |
| Life Planning Partners, Inc | 357 | $15.5K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 338 | $15.0K | 0.00% | +3+0.9% | Added |
| GPS Wealth Strategies Group, LLC | 339 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 338 | $15.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 322 | $14.0K | 0.01% | +3+0.9% | Added |
| Bangor Savings Bank | 324 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 318 | $14.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 311 | $14.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 320 | $14.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 318 | $14.0K | 0.01% | +162+103.8% | Added |
| Eisler Capital (UK) Ltd. | 318 | $14.0K | 0.00% | +318 | New |
| Thomas J. Herzfeld Advisors, Inc. | 291 | $13.0K | 0.01% | +26+9.8% | Added |
| TSFG, LLC | 293 | $13.0K | 0.01% | +241+463.5% | Added |
| Paloma Partners Management Co | 300 | $13.0K | 0.00% | +300 | New |
| Activest Wealth Management | 200 | $13.0K | 0.00% | +200 | New |
| Ancora Advisors, LLC | 265 | $12.0K | 0.00% | −20−7.0% | Reduced |
| Mach-1 Financial Group, Inc. | 296 | $12.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 280 | $12.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 250 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $11.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 247 | $10.0K | 0.00% | −1−0.4% | Reduced |
| Founders Capital Management | 225 | $10.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 221 | $10.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 227 | $10.0K | 0.00% | +151+198.7% | Added |
| Acima Private Wealth, LLC | 213 | $9.27K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 212 | $9.00K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 201 | $9.00K | 0.01% | +201 | New |
| Northwest Investment Counselors, LLC | 180 | $8.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 174 | $8.00K | 0.00% | +4+2.4% | Added |
| Tortoise Investment Management, LLC | 152 | $7.00K | 0.00% | −7−4.4% | Reduced |
| Sierra Capital LLC | 159 | $7.00K | 0.00% | −1−0.6% | Reduced |
| Cedar Mountain Advisors, LLC | 163 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 174 | $7.00K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 162 | $7.00K | 0.00% | +4+2.5% | Added |
| Kistler-Tiffany Companies, LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 132 | $6.00K | 0.01% | +131+13,100.0% | Added |
| Coastal Capital Group, Inc. | 129 | $6.00K | 0.00% | +129 | New |
| Cary Street Partners Asset Management LLC | 140 | $6.00K | 0.00% | +140 | New |
| Country Trust Bank | 117 | $5.00K | 0.00% | −305−72.3% | Reduced |
| Horan Securities, Inc. | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 97 | $4.22K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 95 | $4.00K | 0.00% | −93−49.5% | Reduced |
| Coston, McIsaac & Partners | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 88 | $4.00K | 0.00% | +88 | New |
| Absolute Capital Management, LLC | 72 | $3.17K | 0.00% | +72 | New |