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 |
|---|---|---|---|---|---|
| Capital Insight Partners, LLC | 84,345 | $3.67M | 0.99% | −8,782−9.4% | Reduced |
| Bridge Creek Capital Management LLC | 83,225 | $3.62M | 1.56% | +1,240+1.5% | Added |
| Eastern Bank | 82,991 | $3.61M | 0.21% | +297+0.4% | Added |
| YHB Investment Advisors, Inc. | 82,875 | $3.61M | 0.40% | −1,402−1.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 82,560 | $3.60M | 0.96% | −80.0% | Reduced |
| Concord Wealth Partners | 82,499 | $3.59M | 1.14% | +170.0% | Added |
| Natixis | 81,684 | $3.56M | 0.02% | −21,060−20.5% | Reduced |
| Whitener Capital Management, Inc. | 80,873 | $3.52M | 1.66% | +11,918+17.3% | Added |
| Reliant Investment Management, LLC | 80,052 | $3.48M | 2.48% | +838+1.1% | Added |
| Metropolitan Life Insurance Co | 78,967 | $3.44M | 0.16% | −1,226−1.5% | Reduced |
| Kavar Capital Partners Group, LLC | 78,561 | $3.42M | 0.87% | +475+0.6% | Added |
| Crossmark Global Holdings, Inc. | 78,330 | $3.41M | 0.09% | +1,355+1.8% | Added |
| Hallmark Capital Management Inc | 77,470 | $3.37M | 0.34% | +1,394+1.8% | Added |
| Sit Investment Associates Inc | 77,470 | $3.37M | 0.10% | +2,125+2.8% | Added |
| Occudo Quantitative Strategies LP | 76,294 | $3.32M | 0.26% | +76,294 | New |
| Cubist Systematic Strategies, LLC | 75,033 | $3.27M | 0.02% | −92,216−55.1% | Reduced |
| Prudential PLC | 74,925 | $3.26M | 0.05% | +5,431+7.8% | Added |
| Blair William & Co | 74,830 | $3.26M | 0.01% | +17,515+30.6% | Added |
| Parsec Financial Management, Inc. | 73,795 | $3.21M | 0.16% | −6,921−8.6% | Reduced |
| Financial Advisory Partners, LLC | 73,380 | $3.19M | 1.39% | +49,200+203.5% | Added |
| Signature Wealth Management Group | 73,215 | $3.19M | 1.62% | +2,309+3.3% | Added |
| Viking Fund Management LLC | 73,000 | $3.18M | 0.75% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 72,965 | $3.18M | 0.07% | −1,542−2.1% | Reduced |
| Pendal Group Limited | 72,493 | $3.16M | 0.03% | −4,680−6.1% | Reduced |
| AE Wealth Management LLC | 71,575 | $3.12M | 0.02% | −168,240−70.2% | Reduced |
| Hedeker Wealth, LLC | 71,524 | $3.11M | 1.21% | +27,866+63.8% | Added |
| Kempner Capital Management Inc. | 71,121 | $3.10M | 2.05% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 70,343 | $3.06M | 0.10% | +21,223+43.2% | Added |
| Cramer Rosenthal McGlynn LLC | 68,880 | $3.00M | 0.14% | +12,438+22.0% | Added |
| Verdence Capital Advisors LLC | 68,624 | $2.99M | 0.41% | +770+1.1% | Added |
| United Bank | 68,189 | $2.97M | 1.98% | −6,644−8.9% | Reduced |
| New Mexico Educational Retirement Board | 68,088 | $2.96M | 0.16% | −5,900−8.0% | Reduced |
| Gator Capital Management, LLC | 67,099 | $2.92M | 2.44% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 66,279 | $2.90M | 0.13% | −4,102−5.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 66,677 | $2.90M | 0.16% | −1,445−2.1% | Reduced |
| Stanley-Laman Group, Ltd. | 66,060 | $2.88M | 0.55% | +1,733+2.7% | Added |
| Verition Fund Management LLC | 65,846 | $2.87M | 0.04% | −289−0.4% | Reduced |
| Andra AP-fonden | 65,700 | $2.86M | 0.09% | −18,400−21.9% | Reduced |
| Salem Capital Management Inc | 65,708 | $2.86M | 2.26% | −350−0.5% | Reduced |
| Marco Investment Management LLC | 65,487 | $2.85M | 0.36% | −120−0.2% | Reduced |
| Anchor Investment Management, LLC | 65,108 | $2.83M | 0.44% | −945−1.4% | Reduced |
| Venture Visionary Partners LLC | 65,076 | $2.83M | 0.23% | +22,051+51.3% | Added |
| Goelzer Investment Management, Inc. | 64,801 | $2.82M | 0.28% | +883+1.4% | Added |
| JustInvest LLC | 64,763 | $2.82M | 0.13% | +3,853+6.3% | Added |
| Resource Consulting Group Inc | 64,207 | $2.80M | 0.80% | +64,207 | New |
| Lee Danner & Bass Inc | 64,116 | $2.79M | 0.30% | +7,050+12.4% | Added |
| Pathstone Family Office, LLC | 63,717 | $2.78M | 0.05% | +11,600+22.3% | Added |
| D.A. Davidson & Co. | 62,696 | $2.74M | 0.04% | +10,456+20.0% | Added |
| Aptus Capital Advisors, LLC | 62,523 | $2.72M | 0.09% | +3,140+5.3% | Added |
| Shorepoint Capital Partners LLC | 62,140 | $2.71M | 1.29% | +7,044+12.8% | Added |
| Parcion Private Wealth LLC | 62,050 | $2.70M | 0.31% | +5,256+9.3% | Added |
| Guardian Wealth Advisors, LLC | 61,933 | $2.70M | 0.50% | +3,654+6.3% | Added |
| Bray Capital Advisors | 61,725 | $2.69M | 0.84% | −395−0.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 60,996 | $2.66M | 0.44% | −249−0.4% | Reduced |
| Peloton Wealth Strategists | 60,925 | $2.65M | 1.38% | +500+0.8% | Added |
| Citizens Business Bank | 60,373 | $2.63M | 0.64% | −9,263−13.3% | Reduced |
| River Wealth Advisors LLC | 60,339 | $2.63M | 0.57% | −3,149−5.0% | Reduced |
| Triangle Securities Wealth Management | 60,312 | $2.63M | 1.07% | −234−0.4% | Reduced |
| Culbertson A N & Co Inc | 60,067 | $2.62M | 0.61% | −2,194−3.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 59,935 | $2.61M | 0.05% | −3,517−5.5% | Reduced |
| Shell Asset Management Co | 59,527 | $2.59M | 0.10% | −15,705−20.9% | Reduced |
| Marotta Asset Management | 59,470 | $2.59M | 0.68% | −4,000−6.3% | Reduced |
| E. Ohman J:or Asset Management AB | 59,100 | $2.57M | 0.12% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 58,904 | $2.56M | 0.15% | +1,501+2.6% | Added |
| Cornercap Investment Counsel Inc | 58,864 | $2.56M | 0.48% | −2,400−3.9% | Reduced |
| South State Corp. | 58,720 | $2.56M | 0.25% | −87−0.1% | Reduced |
| Capital Investment Counsel, Inc | 58,506 | $2.55M | 0.74% | −512−0.9% | Reduced |
| Equitable Trust Co | 57,992 | $2.52M | 0.21% | −1,121−1.9% | Reduced |
| North Star Investment Management Corp. | 57,907 | $2.52M | 0.25% | −459−0.8% | Reduced |
| MainStreet Investment Advisors LLC | 57,673 | $2.51M | 0.31% | +100.0% | Added |
| Ahl Investment Management, Inc. | 57,316 | $2.50M | 2.57% | −100.0% | Reduced |
| First American Bank | 57,180 | $2.49M | 0.26% | +1,003+1.8% | Added |
| Valley National Advisers Inc | 57,305 | $2.48M | 0.52% | −1,973−3.3% | Reduced |
| Community Bank, N.A. | 57,070 | $2.48M | 0.38% | +3,865+7.3% | Added |
| Iowa State Bank | 56,975 | $2.48M | 0.71% | −179−0.3% | Reduced |
| Capital International Sarl | 56,625 | $2.46M | 0.20% | −6,248−9.9% | Reduced |
| United Services Automobile Association | 56,595 | $2.46M | 0.07% | +3,275+6.1% | Added |
| Laurel Wealth Advisors LLC | 56,357 | $2.45M | 0.62% | +140.0% | Added |
| Westwood Holdings Group Inc. | 56,152 | $2.44M | 0.03% | −5,189−8.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 55,637 | $2.42M | 0.16% | +1,825+3.4% | Added |
| Trust Co of Vermont | 55,200 | $2.40M | 0.19% | +7,839+16.6% | Added |
| Capital International Inc | 54,841 | $2.39M | 0.05% | +39,147+249.4% | Added |
| Moors & Cabot, Inc. | 54,608 | $2.38M | 0.18% | +16,344+42.7% | Added |
| JT Stratford LLC | 54,370 | $2.37M | 0.84% | −7,522−12.2% | Reduced |
| Trustmark National Bank Trust Department | 54,221 | $2.36M | 0.23% | 00.0% | Unchanged |
| Assetmark, Inc | 53,725 | $2.34M | 0.01% | +16,939+46.0% | Added |
| Nicholas Hoffman & Company, LLC. | 53,605 | $2.33M | 0.11% | +1,766+3.4% | Added |
| Leavell Investment Management, Inc. | 53,364 | $2.32M | 0.18% | −30,745−36.6% | Reduced |
| Citadel Advisors LLC | 53,312 | $2.32M | 0.00% | −1,075,209−95.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 53,052 | $2.31M | 1.87% | −115−0.2% | Reduced |
| ZWJ Investment Counsel Inc | 52,664 | $2.29M | 0.14% | −587−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 52,396 | $2.28M | 0.19% | +4,590+9.6% | Added |
| Northwest & Ethical Investments L.P. | 52,010 | $2.26M | 0.09% | −1,061−2.0% | Reduced |
| Welch & Forbes LLC | 51,936 | $2.26M | 0.04% | +128+0.2% | Added |
| AMG National Trust Bank | 51,683 | $2.25M | 0.08% | +11,647+29.1% | Added |
| Brown Brothers Harriman & Co | 51,639 | $2.25M | 0.02% | −1,477−2.8% | Reduced |
| Rather & Kittrell, Inc. | 51,568 | $2.25M | 2.36% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 50,997 | $2.24M | 0.95% | +2,794+5.8% | Added |
| Alaska Permanent Fund Corp | 51,500 | $2.24M | 0.04% | 00.0% | Unchanged |
| Headinvest, LLC | 50,732 | $2.21M | 0.53% | +965+1.9% | Added |