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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 36,247 | $1.58M | 0.24% | +6,606+22.3% | Added |
| Oak Harbor Wealth Partners, LLC | 36,204 | $1.58M | 0.62% | +1,737+5.0% | Added |
| Greenwood Capital Associates LLC | 35,919 | $1.56M | 0.27% | +935+2.7% | Added |
| InterOcean Capital Group, LLC | 35,795 | $1.56M | 0.06% | +2,797+8.5% | Added |
| Silvant Capital Management LLC | 35,108 | $1.53M | 0.10% | −301−0.9% | Reduced |
| St. Johns Investment Management Company, LLC | 35,029 | $1.52M | 1.00% | +1,061+3.1% | Added |
| Hennessy Advisors Inc | 35,000 | $1.52M | 0.11% | −7,000−16.7% | Reduced |
| CNB Bank | 34,873 | $1.52M | 1.03% | +1,178+3.5% | Added |
| CWM, LLC | 34,439 | $1.50M | 0.01% | −791−2.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 34,435 | $1.50M | 0.07% | +21,759+171.7% | Added |
| Ronald Blue Trust, Inc. | 31,561 | $1.50M | 0.03% | +2,736+9.5% | Added |
| Citizens & Northern Corp | 34,233 | $1.49M | 0.70% | +121+0.4% | Added |
| Siemens Fonds Invest GmbH | 34,039 | $1.48M | 0.17% | −1,518−4.3% | Reduced |
| Allstate Corp | 33,879 | $1.48M | 0.04% | −1,302−3.7% | Reduced |
| Avantax Advisory Services, Inc. | 33,840 | $1.47M | 0.02% | +2,597+8.3% | Added |
| United Asset Strategies, Inc. | 33,785 | $1.47M | 0.23% | +615+1.9% | Added |
| Lincoln National Corp | 33,735 | $1.47M | 0.04% | +4,221+14.3% | Added |
| Newman Dignan & Sheerar, Inc. | 33,721 | $1.47M | 0.54% | +1,497+4.6% | Added |
| Tandem Investment Advisors, Inc. | 33,304 | $1.45M | 0.08% | +3,839+13.0% | Added |
| Patton Albertson Miller Group, LLC | 33,288 | $1.45M | 0.31% | −1,052−3.1% | Reduced |
| Transform Wealth, LLC | 33,208 | $1.45M | 0.19% | −1,534−4.4% | Reduced |
| Wealthcare Advisory Partners LLC | 33,152 | $1.44M | 0.08% | +7,394+28.7% | Added |
| Global Retirement Partners, LLC | 31,986 | $1.43M | 0.11% | +1,583+5.2% | Added |
| Cornerstone Advisory, LLC | 32,870 | $1.43M | 0.32% | −108−0.3% | Reduced |
| Empirical Finance, LLC | 32,576 | $1.42M | 0.17% | +5,298+19.4% | Added |
| SeaCrest Wealth Management, LLC | 32,471 | $1.41M | 0.21% | −676−2.0% | Reduced |
| BCS Wealth Management | 32,414 | $1.41M | 0.66% | +412+1.3% | Added |
| Ieq Capital, LLC | 32,262 | $1.41M | 0.04% | +15,901+97.2% | Added |
| MCF Advisors LLC | 32,238 | $1.40M | 0.16% | −285−0.9% | Reduced |
| Central Trust Co | 32,092 | $1.40M | 0.05% | +1,610+5.3% | Added |
| Aevitas Wealth Management, Inc. | 31,922 | $1.39M | 1.04% | +308+1.0% | Added |
| Arabesque Asset Management Ltd | 31,815 | $1.39M | 0.68% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 31,657 | $1.38M | 0.20% | −5,016−13.7% | Reduced |
| Vestcor Inc | 31,364 | $1.37M | 0.05% | +451+1.5% | Added |
| Argent Advisors, Inc. | 31,319 | $1.36M | 0.80% | +1,621+5.5% | Added |
| HM Payson & Co | 31,263 | $1.36M | 0.04% | −4,878−13.5% | Reduced |
| Poehling Capital Management, LLC | 31,164 | $1.36M | 0.57% | +31,164 | New |
| Park Avenue Securities LLC | 31,142 | $1.36M | 0.03% | +3,309+11.9% | Added |
| Bayesian Capital Management, LP | 31,128 | $1.35M | 0.27% | −140,400−81.9% | Reduced |
| Hills Bank & Trust Co | 31,088 | $1.35M | 0.20% | +2,558+9.0% | Added |
| WCG Wealth Advisors LLC | 30,292 | $1.34M | 0.18% | −810−2.6% | Reduced |
| Plimoth Trust Co LLC | 30,573 | $1.33M | 0.46% | −219−0.7% | Reduced |
| BKD Wealth Advisors, LLC | 30,539 | $1.33M | 0.05% | −1,050−3.3% | Reduced |
| Dividend Assets Capital, LLC | 30,497 | $1.33M | 0.30% | +221+0.7% | Added |
| First Horizon Advisors, Inc. | 30,472 | $1.32M | 0.05% | −15,565−33.8% | Reduced |
| Comerica Securities,inc. | 30,354 | $1.32M | 0.11% | −1,394−4.4% | Reduced |
| Berkshire Bank | 30,199 | $1.31M | 0.40% | +30,199 | New |
| Wealth Alliance | 30,045 | $1.31M | 0.26% | +3,314+12.4% | Added |
| United Bank | 29,964 | $1.30M | 0.20% | −37,778−55.8% | Reduced |
| Balentine LLC | 29,958 | $1.30M | 0.05% | +8,244+38.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 29,869 | $1.30M | 0.07% | −69,607−70.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 29,853 | $1.30M | 0.49% | −3,575−10.7% | Reduced |
| Founders Financial Alliance, LLC | 29,754 | $1.29M | 0.66% | +4,115+16.0% | Added |
| Intrust Bank NA | 29,648 | $1.29M | 0.20% | +232+0.8% | Added |
| Regentatlantic Capital LLC | 29,551 | $1.29M | 0.04% | −9,677−24.7% | Reduced |
| American Portfolios Advisors | 29,377 | $1.28M | 0.05% | −19−0.1% | Reduced |
| Continental Advisors LLC | 29,096 | $1.27M | 1.18% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 29,043 | $1.26M | 1.27% | −1,043−3.5% | Reduced |
| Maven Securities LTD | 28,854 | $1.26M | 0.06% | +23,711+461.0% | Added |
| First Eagle Investment Management, LLC | 28,576 | $1.24M | 0.00% | +1,401+5.2% | Added |
| Davis Selected Advisers | 28,518 | $1.24M | 0.01% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 28,455 | $1.24M | 0.17% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 28,265 | $1.23M | 0.42% | +22,926+429.4% | Added |
| Vident Investment Advisory, LLC | 32,149 | $1.23M | 0.04% | +4,413+15.9% | Added |
| Ally Financial Inc. | 28,000 | $1.22M | 0.20% | 00.0% | Unchanged |
| Glenview Trust Co | 27,981 | $1.22M | 0.05% | +208+0.7% | Added |
| Wolverine Trading, LLC | 27,645 | $1.22M | 0.05% | +827+3.1% | Added |
| RFG Advisory, LLC | 26,954 | $1.20M | 0.07% | +366+1.4% | Added |
| Pettee Investors, Inc. | 27,439 | $1.20M | 0.64% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 27,376 | $1.19M | 0.15% | +294+1.1% | Added |
| MTM Investment Management, LLC | 27,363 | $1.19M | 0.68% | +120.0% | Added |
| Chemung Canal Trust Co | 27,204 | $1.18M | 0.30% | −2,348−7.9% | Reduced |
| Dean Investment Associates, LLC | 27,142 | $1.18M | 0.24% | +87+0.3% | Added |
| Investors Asset Management of Georgia Inc | 27,093 | $1.18M | 0.61% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 26,840 | $1.17M | 0.01% | −50−0.2% | Reduced |
| Van Leeuwen & Company, LLC | 26,636 | $1.16M | 0.92% | 00.0% | Unchanged |
| Investors Research Corp | 26,600 | $1.16M | 0.35% | +218+0.8% | Added |
| Versor Investments LP | 26,495 | $1.15M | 0.07% | +18,134+216.9% | Added |
| Sawtooth Solutions, LLC | 26,396 | $1.15M | 0.17% | +3,018+12.9% | Added |
| William Blair Investment Management, LLC | 26,319 | $1.15M | 0.00% | +1,083+4.3% | Added |
| Seeyond | 26,155 | $1.14M | 0.14% | −914−3.4% | Reduced |
| RBF Capital, LLC | 25,900 | $1.13M | 0.10% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 25,758 | $1.12M | 0.06% | +1,573+6.5% | Added |
| Brighton Jones LLC | 25,677 | $1.12M | 0.07% | +112+0.4% | Added |
| Atria Wealth Solutions, Inc. | 25,676 | $1.12M | 0.02% | +142+0.6% | Added |
| Waldron Private Wealth LLC | 25,631 | $1.11M | 0.07% | −1,662−6.1% | Reduced |
| Banque Cantonale Vaudoise | 25,600 | $1.11M | 0.06% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 25,586 | $1.11M | 0.13% | −5,712−18.3% | Reduced |
| Simmons Bank | 25,587 | $1.11M | 0.10% | +4,628+22.1% | Added |
| Trust Co of Virginia | 25,346 | $1.10M | 0.14% | −5,137−16.9% | Reduced |
| Metis Global Partners, LLC | 25,316 | $1.10M | 0.18% | +2,506+11.0% | Added |
| Ballast, Inc. | 25,312 | $1.10M | 0.54% | +299+1.2% | Added |
| Wetherby Asset Management Inc | 25,149 | $1.09M | 0.08% | −396−1.6% | Reduced |
| Alberta Investment Management Corp | 25,157 | $1.09M | 0.01% | +25,157 | New |
| Bessemer Securities LLC | 25,096 | $1.09M | 0.39% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 25,037 | $1.09M | 0.76% | +3,949+18.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 24,744 | $1.08M | 0.30% | +45+0.2% | Added |
| Partners in Financial Planning | 23,558 | $1.08M | 0.31% | −35−0.1% | Reduced |
| Prospera Financial Services Inc | 24,671 | $1.07M | 0.06% | +14,310+138.1% | Added |
| Monument Capital Management | 24,473 | $1.07M | 0.40% | −1,176−4.6% | Reduced |