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 |
|---|---|---|---|---|---|
| Wealth Advisory Solutions, LLC | 152,910 | $6.66M | 1.84% | −23,787−13.5% | Reduced |
| Maryland Capital Management | 151,006 | $6.58M | 0.55% | −16,017−9.6% | Reduced |
| CIBC Private Wealth Group, LLC | 150,989 | $6.57M | 0.02% | −2,036−1.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 148,583 | $6.47M | 0.28% | +7,412+5.3% | Added |
| Umb Bank N A | 147,268 | $6.41M | 0.11% | −15,792−9.7% | Reduced |
| Biondo Investment Advisors, LLC | 145,523 | $6.41M | 1.48% | +5,061+3.6% | Added |
| Allianz Asset Management GmbH | 145,290 | $6.33M | 0.01% | +11,045+8.2% | Added |
| Linscomb & Williams, Inc. | 144,869 | $6.31M | 0.38% | +1,776+1.2% | Added |
| 1832 Asset Management L.P. | 142,909 | $6.22M | 0.01% | +1,474+1.0% | Added |
| Lazard Asset Management LLC | 142,042 | $6.18M | 0.01% | −1,592−1.1% | Reduced |
| TD Private Client Wealth LLC | 141,721 | $6.17M | 0.32% | −6,068−4.1% | Reduced |
| Parkside Investments, LLC | 141,503 | $6.16M | 1.32% | +4,350+3.2% | Added |
| Icon Wealth Advisors, LLC | 140,780 | $6.13M | 0.74% | +140,780 | New |
| Stonegate Investment Group, LLC | 140,102 | $6.10M | 0.28% | −1,224−0.9% | Reduced |
| Oppenheimer & Co Inc | 140,109 | $6.10M | 0.14% | +2,763+2.0% | Added |
| Jones Financial Companies LLLP | 139,155 | $6.06M | 0.01% | +10,338+8.0% | Added |
| Hartford Investment Management Co | 134,985 | $5.88M | 0.19% | +201+0.1% | Added |
| Kingsview Wealth Management, LLC | 134,359 | $5.85M | 0.28% | +33,169+32.8% | Added |
| Quantbot Technologies LP | 134,114 | $5.84M | 0.44% | +134,114 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 134,015 | $5.83M | 0.25% | −2,268−1.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 133,214 | $5.80M | 0.30% | −11,214−7.8% | Reduced |
| Atria Investments LLC | 132,147 | $5.75M | 0.13% | −6,365−4.6% | Reduced |
| Massmutual Trust Co FSB | 132,165 | $5.75M | 0.26% | +23,507+21.6% | Added |
| British Columbia Investment Management Corp | 131,719 | $5.74M | 0.06% | −22,254−14.5% | Reduced |
| German American Bancorp, Inc. | 131,259 | $5.71M | 0.99% | +60,104+84.5% | Added |
| Terry L. Blaker | 130,697 | $5.69M | 0.57% | +1,724+1.3% | Added |
| Xponance, Inc. | 130,020 | $5.66M | 0.11% | +21,396+19.7% | Added |
| KBC Group NV | 129,029 | $5.62M | 0.03% | −11,161−8.0% | Reduced |
| LaFleur & Godfrey LLC | 127,623 | $5.56M | 0.99% | −7,075−5.3% | Reduced |
| Independent Advisor Alliance | 126,256 | $5.50M | 0.32% | −152,643−54.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 126,250 | $5.50M | 0.06% | +126,250 | New |
| Colonial Trust Advisors | 125,804 | $5.48M | 0.74% | +4,361+3.6% | Added |
| Hyman Charles D | 125,747 | $5.47M | 0.42% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 123,690 | $5.38M | 0.01% | −113,854−47.9% | Reduced |
| Balyasny Asset Management LLC | 121,387 | $5.29M | 0.02% | −883,384−87.9% | Reduced |
| XML Financial, LLC | 120,060 | $5.23M | 0.73% | +115,348+2,448.0% | Added |
| Keybank National Association | 119,707 | $5.21M | 0.03% | +1,069+0.9% | Added |
| Dakota Wealth Management | 119,092 | $5.19M | 0.42% | +85+0.1% | Added |
| Smith, Salley & Associates | 119,069 | $5.18M | 0.48% | −473−0.4% | Reduced |
| TownSquare Capital, LLC | 118,973 | $5.18M | 0.15% | +3,409+2.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 118,481 | $5.16M | 0.12% | +5,735+5.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 118,080 | $5.14M | 0.09% | +18,668+18.8% | Added |
| Tower Research Capital LLC (TRC) | 118,015 | $5.14M | 0.08% | +72,395+158.7% | Added |
| Flputnam Investment Management Co | 115,427 | $5.03M | 0.20% | +14,780+14.7% | Added |
| Squarepoint Ops LLC | 115,342 | $5.02M | 0.04% | −292,414−71.7% | Reduced |
| Keating Investment Counselors Inc | 115,120 | $5.01M | 2.24% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 104,741 | $4.97M | 0.38% | +319+0.3% | Added |
| Westpac Banking Corp | 113,616 | $4.95M | 0.08% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 112,499 | $4.90M | 0.11% | −382−0.3% | Reduced |
| Sandy Spring Bank | 111,280 | $4.84M | 0.31% | −5,455−4.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 108,652 | $4.73M | 0.26% | +18,783+20.9% | Added |
| Opus Investment Management Inc | 108,100 | $4.71M | 1.10% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 108,089 | $4.71M | 0.14% | +148+0.1% | Added |
| Zions Bancorporation, N.A. | 107,527 | $4.68M | 0.49% | +7,074+7.0% | Added |
| tru Independence LLC | 107,440 | $4.68M | 1.65% | +3,944+3.8% | Added |
| Morgan Dempsey Capital Management LLC | 107,362 | $4.67M | 1.54% | +107,362 | New |
| Buckingham Strategic Wealth, LLC | 106,971 | $4.66M | 0.10% | +1,641+1.6% | Added |
| Motco | 105,697 | $4.60M | 0.36% | −8,346−7.3% | Reduced |
| LSV Asset Management | 104,100 | $4.53M | 0.01% | +82,400+379.7% | Added |
| AQR Capital Management LLC | 104,095 | $4.53M | 0.01% | −16,163−13.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 103,927 | $4.53M | 3.33% | −3,461−3.2% | Reduced |
| Kentucky Retirement Systems | 103,827 | $4.52M | 0.19% | +5,011+5.1% | Added |
| Marshall Wace, LLP | 103,648 | $4.51M | 0.01% | −186,458−64.3% | Reduced |
| Ingalls & Snyder LLC | 103,412 | $4.50M | 0.25% | −721−0.7% | Reduced |
| Man Group plc | 103,278 | $4.50M | 0.02% | – | – |
| Bragg Financial Advisors, Inc | 102,919 | $4.48M | 0.31% | +10,518+11.4% | Added |
| Capital Group Private Client Services, Inc. | 102,412 | $4.46M | 0.06% | −210,699−67.3% | Reduced |
| Advisory Services Network, LLC | 101,979 | $4.44M | 0.16% | +7,773+8.3% | Added |
| Cardinal Capital Management | 101,949 | $4.44M | 1.05% | +3,104+3.1% | Added |
| Oregon Public Employees Retirement Fund | 101,384 | $4.41M | 0.06% | −2,339−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 101,262 | $4.41M | 0.11% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 100,129 | $4.36M | 0.14% | −14,002−12.3% | Reduced |
| Elo Mutual Pension Insurance Co | 99,997 | $4.35M | 0.16% | −4,690−4.5% | Reduced |
| MUFG Securities EMEA plc | 100,000 | $4.35M | 0.09% | +100,000 | New |
| SG Americas Securities, LLC | 99,342 | $4.33M | 0.07% | +70,186+240.7% | Added |
| Cetera Advisor Networks LLC | 98,924 | $4.31M | 0.05% | +17,664+21.7% | Added |
| Worldquant Millennium Advisors LLC | 98,895 | $4.31M | 0.10% | −64,557−39.5% | Reduced |
| Hantz Financial Services, Inc. | 97,471 | $4.24M | 0.15% | +2,444+2.6% | Added |
| Griffin Asset Management, Inc. | 96,992 | $4.22M | 0.70% | +11,925+14.0% | Added |
| Bokf, NA | 96,263 | $4.19M | 0.08% | −58,839−37.9% | Reduced |
| Wealthfront Advisers LLC | 96,016 | $4.18M | 0.02% | +3,910+4.2% | Added |
| GWM Advisors LLC | 95,847 | $4.17M | 0.07% | +1,025+1.1% | Added |
| First National Trust Co | 94,638 | $4.12M | 0.24% | +20,206+27.1% | Added |
| Am Investment Strategies LLC | 94,606 | $4.12M | 1.51% | +1,163+1.2% | Added |
| Old Point Trust & Financial Services N A | 94,617 | $4.12M | 2.07% | +10,728+12.8% | Added |
| Edmond de Rothschild Holding S.A. | 93,912 | $4.09M | 0.11% | +502+0.5% | Added |
| BancorpSouth Bank | 92,668 | $4.04M | 0.42% | +92,668 | New |
| Intact Investment Management Inc. | 91,700 | $3.99M | 0.13% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 91,260 | $3.97M | 1.09% | +9,391+11.5% | Added |
| Huntington National Bank | 88,886 | $3.87M | 0.04% | −3,167−3.4% | Reduced |
| AlphaCrest Capital Management LLC | 88,629 | $3.86M | 0.24% | +40,704+84.9% | Added |
| PGGM Investments | 87,998 | $3.83M | 0.07% | +87,998 | New |
| Daiwa Securities Group Inc. | 87,812 | $3.82M | 0.03% | +3,241+3.8% | Added |
| Norinchukin Bank, The | 87,783 | $3.82M | 0.08% | +11,508+15.1% | Added |
| Level Four Advisory Services, LLC | 87,335 | $3.80M | 0.37% | +321+0.4% | Added |
| Westover Capital Advisors, LLC | 87,262 | $3.80M | 1.45% | −2,022−2.3% | Reduced |
| Sandhill Capital Partners LLC | 86,903 | $3.78M | 0.43% | +140.0% | Added |
| We Are One Seven, LLC | 31,556 | $3.73M | 0.36% | +4,906+18.4% | Added |
| Louisiana State Employees Retirement System | 84,900 | $3.70M | 0.11% | +600+0.7% | Added |
| Cypress Capital Management LLC | 84,422 | $3.68M | 0.68% | −25,339−23.1% | Reduced |