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 |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 24,273 | $1.06M | 0.58% | −629−2.5% | Reduced |
| Csenge Advisory Group | 24,243 | $1.06M | 0.09% | +633+2.7% | Added |
| Fourthstone LLC | 24,100 | $1.05M | 0.34% | +24,100 | New |
| Capital Asset Advisory Services LLC | 23,942 | $1.04M | 0.14% | −3,361−12.3% | Reduced |
| V Wealth Advisors LLC | 23,931 | $1.04M | 0.21% | +2,160+9.9% | Added |
| Profund Advisors LLC | 23,745 | $1.03M | 0.07% | −884−3.6% | Reduced |
| Voya Financial Advisors, Inc. | 23,320 | $1.02M | 0.13% | +727+3.2% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 22,346 | $1.02M | 0.23% | +1,603+7.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 23,487 | $1.02M | 0.12% | 00.0% | Unchanged |
| True North Advisors, LLC | 23,491 | $1.02M | 0.34% | −332−1.4% | Reduced |
| Jacobi Capital Management LLC | 23,439 | $1.02M | 0.14% | +2,712+13.1% | Added |
| Princeton Global Asset Management LLC | 23,404 | $1.02M | 0.36% | −1,001−4.1% | Reduced |
| Dynamic Advisor Solutions LLC | 23,403 | $1.02M | 0.08% | +274+1.2% | Added |
| Norris Financial Group, LLC | 23,249 | $1.01M | 0.93% | +256+1.1% | Added |
| Certified Advisory Corp | 23,204 | $1.01M | 0.23% | +19+0.1% | Added |
| Atticus Wealth Management, LLC | 21,163 | $1.00M | 0.49% | 00.0% | Unchanged |
| Veriti Management LLC | 22,744 | $990.0K | 0.14% | +751+3.4% | Added |
| Sumitomo Life Insurance Co | 22,643 | $986.0K | 0.04% | −1,611−6.6% | Reduced |
| Gries Financial LLC | 22,531 | $981.0K | 0.42% | +22,531 | New |
| Widmann Financial Services, Inc. | 22,528 | $980.9K | 1.09% | −97−0.4% | Reduced |
| Pearl River Capital, LLC | 22,416 | $976.0K | 0.18% | +22,416 | New |
| Laurel Wealth Advisors, Inc. | 22,137 | $964.0K | 0.10% | +869+4.1% | Added |
| American Trust | 22,077 | $961.0K | 0.08% | −120−0.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 22,000 | $958.0K | 0.01% | +1,600+7.8% | Added |
| Searle & Co. | 21,935 | $955.0K | 0.37% | 00.0% | Unchanged |
| Tiaa, FSB | 21,899 | $953.0K | 0.00% | −2,459−10.1% | Reduced |
| Berkeley Capital Partners, LLC | 21,891 | $953.0K | 0.41% | −1,901−8.0% | Reduced |
| Allworth Financial LP | 21,786 | $949.0K | 0.01% | −511−2.3% | Reduced |
| West Paces Advisors Inc. | 21,640 | $942.2K | 0.33% | +2,467+12.9% | Added |
| ExodusPoint Capital Management, LP | 21,625 | $942.0K | 0.01% | +21,625 | New |
| Sheets Smith Wealth Management | 21,494 | $936.0K | 0.16% | +1,960+10.0% | Added |
| Franklin Street Advisors Inc | 21,408 | $932.0K | 0.09% | +2,301+12.0% | Added |
| Aprio Wealth Management, LLC | 21,324 | $928.0K | 0.37% | −899−4.0% | Reduced |
| BHK Investment Advisors, LLC | 21,297 | $927.0K | 0.47% | +60+0.3% | Added |
| CAPROCK Group, Inc. | 21,260 | $926.0K | 0.09% | −4,320−16.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,262 | $926.0K | 0.53% | +917+4.5% | Added |
| Mission Creek Capital Partners, Inc. | 21,229 | $924.0K | 0.35% | −300−1.4% | Reduced |
| Mutual Advisors, LLC | 21,215 | $924.0K | 0.05% | +416+2.0% | Added |
| Inverness Counsel LLC | 21,157 | $921.0K | 0.05% | +2,145+11.3% | Added |
| Shepherd Financial Partners LLC | 20,982 | $914.0K | 0.18% | +340+1.6% | Added |
| Summit Financial Group Inc | 20,914 | $911.0K | 0.38% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 20,890 | $910.0K | 0.04% | +5,226+33.4% | Added |
| Valeo Financial Advisors, LLC | 20,750 | $903.0K | 0.06% | +2,505+13.7% | Added |
| Nicolet Bankshares Inc | 20,691 | $901.0K | 0.26% | −1,044−4.8% | Reduced |
| Vontobel Holding Ltd. | 20,589 | $897.0K | 0.01% | −1,778−7.9% | Reduced |
| Marino, Stram & Associates LLC | 20,581 | $896.0K | 0.32% | +1,992+10.7% | Added |
| Legacy Financial Advisors, Inc. | 20,544 | $894.0K | 0.21% | +319+1.6% | Added |
| WealthPlan Investment Management, LLC | 21,256 | $889.0K | 0.06% | +21,256 | New |
| Industrial Alliance Investment Management Inc. | 20,376 | $887.0K | 0.03% | −330−1.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,273 | $883.0K | 0.08% | +2,796+16.0% | Added |
| MAS Advisors LLC | 20,178 | $879.0K | 0.85% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 20,190 | $879.0K | 1.05% | +59+0.3% | Added |
| Wealthspire Advisors, LLC | 20,076 | $874.0K | 0.02% | −2,774−12.1% | Reduced |
| Clearstead Advisors, LLC | 20,073 | $874.0K | 0.08% | −1,232−5.8% | Reduced |
| Woodmont Investment Counsel LLC | 20,049 | $873.0K | 0.11% | −457−2.2% | Reduced |
| Curated Wealth Partners LLC | 20,070 | $873.0K | 0.26% | +473+2.4% | Added |
| Taylor Hoffman Wealth Management | 19,999 | $871.0K | 0.46% | +70.0% | Added |
| Pitcairn Co | 19,878 | $865.0K | 0.10% | +488+2.5% | Added |
| Lakeview Capital Partners, LLC | 19,822 | $863.0K | 0.34% | +2,027+11.4% | Added |
| Selective Wealth Management, Inc. | 19,755 | $860.0K | 0.37% | +31+0.2% | Added |
| Investment Management of Virginia LLC | 19,496 | $849.0K | 0.18% | +317+1.7% | Added |
| Greenspring Advisors, LLC | 19,445 | $847.0K | 0.26% | −913−4.5% | Reduced |
| Illinois Municipal Retirement Fund | 19,443 | $847.0K | 0.02% | +7,118+57.8% | Added |
| Boston Trust Walden Corp | 19,312 | $841.0K | 0.01% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 19,300 | $840.0K | 0.98% | −8,500−30.6% | Reduced |
| GW Henssler & Associates Ltd | 19,282 | $840.0K | 0.06% | −1,162−5.7% | Reduced |
| IHT Wealth Management, LLC | 19,152 | $834.0K | 0.06% | +5,287+38.1% | Added |
| Marks Group Wealth Management, Inc | 19,109 | $832.0K | 0.13% | +2,777+17.0% | Added |
| Leisure Capital Management | 18,951 | $825.0K | 0.50% | +861+4.8% | Added |
| Edge Capital Group, LLC | 18,734 | $816.0K | 0.07% | −17,233−47.9% | Reduced |
| CSS LLC | 18,618 | $811.0K | 0.05% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 18,533 | $806.9K | 0.27% | −200−1.1% | Reduced |
| Norway Savings Bank | 18,418 | $801.0K | 0.44% | +2,760+17.6% | Added |
| Meiji Yasuda Life Insurance Co | 18,329 | $798.0K | 0.02% | +2,743+17.6% | Added |
| Meridian Wealth Management, LLC | 18,266 | $795.0K | 0.09% | −1,008−5.2% | Reduced |
| Fort Sheridan Advisors LLC | 18,240 | $794.0K | 0.27% | +1,489+8.9% | Added |
| Tudor Investment Corp Et Al | 18,180 | $792.0K | 0.02% | −66,676−78.6% | Reduced |
| Boston Private Wealth LLC | 18,107 | $789.0K | 0.01% | +13,539+296.4% | Added |
| Ramiah Investment Group | 18,099 | $788.0K | 1.65% | +1,132+6.7% | Added |
| Lido Advisors, LLC | 18,016 | $784.0K | 0.02% | −20−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 17,784 | $774.0K | 0.03% | −681−3.7% | Reduced |
| Copeland Capital Management, LLC | 17,724 | $772.0K | 0.03% | −996−5.3% | Reduced |
| Novare Capital Management LLC | 17,708 | $771.0K | 0.10% | −844−4.5% | Reduced |
| 55I, LLC | 17,669 | $769.0K | 0.02% | +11,495+186.2% | Added |
| Geneos Wealth Management Inc. | 17,552 | $764.0K | 0.05% | −12,660−41.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 17,525 | $763.0K | 0.02% | −564−3.1% | Reduced |
| Texas Yale Capital Corp. | 17,511 | $762.0K | 0.05% | +36+0.2% | Added |
| Fiduciary Group LLC | 16,558 | $762.0K | 0.10% | +710+4.5% | Added |
| Stratos Wealth Advisors, LLC | 17,469 | $761.0K | 0.08% | −4,000−18.6% | Reduced |
| Canal Capital Management, LLC | 17,428 | $759.0K | 0.22% | −283−1.6% | Reduced |
| Transatlantique Private Wealth LLC | 17,405 | $758.0K | 0.51% | +3,295+23.4% | Added |
| Marcum Wealth, LLC | 17,244 | $751.0K | 0.11% | −298−1.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 17,151 | $747.0K | 0.99% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 17,151 | $747.0K | 0.47% | +4,185+32.3% | Added |
| Colony Group LLC | 17,092 | $744.0K | 0.01% | −25,030−59.4% | Reduced |
| Trustcore Financial Services, LLC | 17,024 | $741.0K | 0.07% | +87+0.5% | Added |
| Gabelli Funds LLC | 17,000 | $740.0K | 0.01% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 17,004 | $740.0K | 0.26% | +750+4.6% | Added |
| Hilltop Holdings Inc. | 16,931 | $737.0K | 0.10% | +1,355+8.7% | Added |
| Wealth Quarterback LLC | 16,919 | $737.0K | 0.78% | +3,405+25.2% | Added |