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 |
|---|---|---|---|---|---|
| New England Research & Management, Inc. | 50,640 | $2.21M | 1.39% | +780+1.6% | Added |
| Atlantic Union Bankshares Corp | 49,772 | $2.17M | 0.25% | +928+1.9% | Added |
| United Capital Management of KS, Inc. | 49,644 | $2.16M | 1.01% | +1,152+2.4% | Added |
| Veritable, L.P. | 49,629 | $2.16M | 0.04% | +1,662+3.5% | Added |
| Gotham Asset Management, LLC | 49,609 | $2.16M | 0.06% | +34,795+234.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 49,264 | $2.15M | 0.05% | −10,122−17.0% | Reduced |
| Colonial Trust Co | 49,065 | $2.14M | 0.68% | +49,065 | New |
| Trust Co of Toledo NA | 48,992 | $2.13M | 0.41% | +326+0.7% | Added |
| Magnetar Financial LLC | 48,806 | $2.13M | 0.03% | +48,806 | New |
| Waddell & Associates, LLC | 48,785 | $2.12M | 0.41% | −1,978−3.9% | Reduced |
| Silvercrest Asset Management Group LLC | 48,582 | $2.12M | 0.02% | +568+1.2% | Added |
| IVC Wealth Advisors LLC | 48,538 | $2.11M | 1.70% | +2,509+5.5% | Added |
| Bailard, Inc. | 48,433 | $2.11M | 0.09% | +1,133+2.4% | Added |
| Delta Capital Management LLC | 48,355 | $2.10M | 1.72% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 48,200 | $2.10M | 0.20% | +48,200 | New |
| Argyle Capital Management Inc. | 48,050 | $2.09M | 0.81% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 47,981 | $2.09M | 0.15% | +190.0% | Added |
| IFP Advisors, Inc | 38,082 | $2.09M | 0.06% | +140+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,534 | $2.07M | 0.19% | +2,046+4.5% | Added |
| Old North State Trust, LLC | 47,176 | $2.05M | 1.77% | +47,129+100,274.5% | Added |
| Resonant Capital Advisors, LLC | 47,008 | $2.05M | 0.31% | −475−1.0% | Reduced |
| Cetera Advisors LLC | 46,891 | $2.04M | 0.05% | −4,079−8.0% | Reduced |
| Stratos Wealth Partners, LTD. | 46,867 | $2.04M | 0.06% | +15,259+48.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 46,626 | $2.03M | 0.10% | +5,121+12.3% | Added |
| Lewis Capital Management, LLC | 46,394 | $2.02M | 3.10% | +663+1.4% | Added |
| Patten Group, Inc. | 46,230 | $2.01M | 0.69% | −77−0.2% | Reduced |
| FinTrust Capital Advisors, LLC | 46,154 | $2.00M | 0.52% | −191−0.4% | Reduced |
| Coastline Trust Co | 45,859 | $2.00M | 0.32% | −15,855−25.7% | Reduced |
| Cetera Investment Advisers | 45,813 | $2.00M | 0.04% | −1,613−3.4% | Reduced |
| Holderness Investments Co | 45,775 | $1.99M | 0.91% | +1,174+2.6% | Added |
| Proquility Private Wealth Partners, LLC | 45,736 | $1.99M | 0.92% | +4,458+10.8% | Added |
| Signaturefd, LLC | 45,664 | $1.99M | 0.07% | +2,557+5.9% | Added |
| Salomon & Ludwin, LLC | 45,467 | $1.98M | 0.30% | +6,909+17.9% | Added |
| Advisor Partners II, LLC | 45,075 | $1.96M | 0.15% | +45,075 | New |
| Hamel Associates, Inc. | 44,734 | $1.95M | 0.77% | −18,120−28.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 44,720 | $1.95M | 0.11% | +890+2.0% | Added |
| Moloney Securities Asset Management, LLC | 44,679 | $1.95M | 0.47% | +2,338+5.5% | Added |
| Tredje AP-fonden | 44,573 | $1.94M | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 44,563 | $1.94M | 0.09% | −14,438−24.5% | Reduced |
| Banco de Sabadell, S.A | 44,195 | $1.92M | 1.59% | +443+1.0% | Added |
| Azimuth Capital Investment Management LLC | 43,911 | $1.91M | 0.10% | −253−0.6% | Reduced |
| Fiduciary Trust Co | 43,561 | $1.90M | 0.04% | +1,233+2.9% | Added |
| Huber Capital Management LLC | 43,417 | $1.89M | 0.53% | −23,073−34.7% | Reduced |
| Capital Investment Advisors, LLC | 43,339 | $1.89M | 0.06% | +5,003+13.1% | Added |
| CWA Asset Management Group, LLC | 43,303 | $1.89M | 0.18% | +193+0.4% | Added |
| Capstone Investment Advisors, LLC | 43,241 | $1.88M | 0.04% | +43,241 | New |
| Hendershot Investments Inc. | 43,222 | $1.88M | 0.35% | −525−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 43,210 | $1.88M | 0.04% | +18,596+75.6% | Added |
| Achmea Investment Management B.V. | 42,979 | $1.87M | 0.07% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 42,793 | $1.86M | 1.01% | −106−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 42,792 | $1.86M | 0.19% | +4,035+10.4% | Added |
| Snowden Capital Advisors LLC | 42,519 | $1.85M | 0.08% | +1,996+4.9% | Added |
| Arcus Capital Partners, LLC | 42,446 | $1.85M | 0.77% | −173−0.4% | Reduced |
| Heritage Trust Co | 42,253 | $1.84M | 0.32% | +396+0.9% | Added |
| O'Shaughnessy Asset Management, LLC | 42,189 | $1.84M | 0.03% | −1,720−3.9% | Reduced |
| Outfitter Financial LLC | 42,174 | $1.84M | 1.80% | +2,224+5.6% | Added |
| Buckhead Capital Management LLC | 41,901 | $1.82M | 0.47% | 00.0% | Unchanged |
| Arvest Trust Co N A | 41,453 | $1.80M | 0.12% | +8,969+27.6% | Added |
| Curi Capital | 41,256 | $1.80M | 0.30% | +40,065+3,364.0% | Added |
| Hengehold Capital Management LLC | 41,170 | $1.79M | 0.28% | −4,500−9.9% | Reduced |
| First Hawaiian Bank | 41,130 | $1.79M | 0.07% | −75−0.2% | Reduced |
| Anchor Capital Advisors LLC | 41,123 | $1.79M | 0.05% | +1,360+3.4% | Added |
| Ethic Inc. | 40,825 | $1.78M | 0.12% | −44,762−52.3% | Reduced |
| Twin Capital Management Inc | 40,836 | $1.78M | 0.24% | −166−0.4% | Reduced |
| Point72 Hong Kong Ltd | 40,787 | $1.78M | 0.11% | +40,630+25,879.0% | Added |
| Game Creek Capital, LP | 40,750 | $1.77M | 1.19% | +14,750+56.7% | Added |
| Everence Capital Management Inc | 40,660 | $1.77M | 0.16% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 40,378 | $1.76M | 1.21% | −37,760−48.3% | Reduced |
| Independence Bank of Kentucky | 40,373 | $1.76M | 0.87% | +276+0.7% | Added |
| Sequoia Financial Advisors, LLC | 40,160 | $1.75M | 0.06% | −7,003−14.8% | Reduced |
| Rossmore Private Capital | 40,103 | $1.75M | 0.31% | +260+0.7% | Added |
| Sompo Asset Management Co., Ltd. | 40,110 | $1.75M | 0.44% | +690+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 40,071 | $1.75M | 0.03% | −4,110−9.3% | Reduced |
| Salzhauer Michael | 39,637 | $1.73M | 1.09% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 39,637 | $1.73M | 1.01% | +8,087+25.6% | Added |
| Icon Advisers Inc | 39,100 | $1.70M | 0.47% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 38,980 | $1.70M | 0.15% | −30−0.1% | Reduced |
| Bowen Hanes & Co Inc | 38,915 | $1.69M | 0.07% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 38,861 | $1.69M | 0.82% | −1,250−3.1% | Reduced |
| First Bank & Trust | 38,695 | $1.69M | 0.62% | +1,858+5.0% | Added |
| Kestra Private Wealth Services, LLC | 38,621 | $1.68M | 0.10% | +447+1.2% | Added |
| Transcend Wealth Collective, LLC | 38,640 | $1.68M | 0.19% | +5,399+16.2% | Added |
| X-Square Capital, LLC | 38,224 | $1.66M | 1.06% | +407+1.1% | Added |
| Private Advisor Group, LLC | 38,039 | $1.66M | 0.02% | −31,262−45.1% | Reduced |
| Neville Rodie & Shaw Inc | 37,998 | $1.65M | 0.16% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 37,986 | $1.65M | 1.30% | +37,986 | New |
| Van Eck Associates Corp | 37,806 | $1.65M | 0.00% | +2,496+7.1% | Added |
| Beach Investment Counsel Inc | 37,736 | $1.64M | 0.23% | −12,175−24.4% | Reduced |
| Bard Financial Services, Inc. | 37,730 | $1.64M | 0.15% | +3,700+10.9% | Added |
| J.W. Cole Advisors, Inc. | 37,666 | $1.64M | 0.14% | +775+2.1% | Added |
| Moody National Bank Trust Division | 37,686 | $1.64M | 0.17% | +7,918+26.6% | Added |
| McMillion Capital Management Inc | 37,357 | $1.63M | 1.51% | −2,051−5.2% | Reduced |
| GHP Investment Advisors, Inc. | 36,809 | $1.60M | 0.12% | −325−0.9% | Reduced |
| National Asset Management, Inc. | 36,740 | $1.60M | 0.05% | +15,321+71.5% | Added |
| Strategic Advisors LLC | 36,743 | $1.60M | 0.35% | −780−2.1% | Reduced |
| RKL Wealth Management LLC | 36,685 | $1.60M | 0.23% | +501+1.4% | Added |
| Farmers National Bank | 36,552 | $1.59M | 0.64% | +327+0.9% | Added |
| Boenning & Scattergood, Inc. | 36,373 | $1.58M | 0.32% | −1,087−2.9% | Reduced |
| Bank Ozk | 36,336 | $1.58M | 0.86% | +17,000+87.9% | Added |
| Glenmede Trust Co NA | 36,343 | $1.58M | 0.01% | −356−1.0% | Reduced |