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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 16,817 | $732.0K | 0.12% | +1,097+7.0% | Added |
| Woodard & Co Asset Management Group Inc | 16,788 | $731.0K | 0.34% | +3,792+29.2% | Added |
| Apollon Wealth Management, LLC | 16,777 | $730.0K | 0.06% | +1,588+10.5% | Added |
| National Bank of Canada | 12,633 | $721.0K | 0.00% | −27−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 16,495 | $718.2K | 0.08% | +12,265+290.0% | Added |
| Cigna Investments Inc | 16,400 | $714.0K | 0.16% | −865−5.0% | Reduced |
| Wedbush Securities Inc | 16,407 | $714.0K | 0.04% | −290−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 16,324 | $710.0K | 0.03% | −336−2.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,141 | $703.0K | 0.14% | −453−2.7% | Reduced |
| Millennium Management LLC | 16,118 | $702.0K | 0.00% | +16,118 | New |
| Checchi Capital Advisers, LLC | 15,932 | $694.0K | 0.08% | −178−1.1% | Reduced |
| Longfellow Investment Management Co LLC | 15,939 | $694.0K | 0.14% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 15,842 | $690.0K | 0.42% | +1,676+11.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 15,763 | $686.0K | 0.26% | +410+2.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 15,427 | $685.0K | 0.45% | +1,656+12.0% | Added |
| Brookstone Capital Management | 16,204 | $682.0K | 0.02% | −2,381−12.8% | Reduced |
| FLC Capital Advisors | 15,659 | $682.0K | 0.24% | −1,118−6.7% | Reduced |
| Horizon Investments, LLC | 15,826 | $681.0K | 0.02% | +5,029+46.6% | Added |
| Linker Capital Management Inc. | 15,519 | $676.0K | 0.84% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 15,453 | $673.0K | 0.56% | +321+2.1% | Added |
| Mirova | 15,270 | $664.0K | 0.11% | −914−5.6% | Reduced |
| Resources Management Corp | 15,200 | $662.0K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 15,172 | $661.0K | 0.02% | +1,839+13.8% | Added |
| Galibier Capital Management Ltd. | 15,147 | $660.0K | 0.13% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,157 | $659.9K | 0.10% | +484+3.3% | Added |
| Vectors Research Management, LLC | 15,143 | $659.0K | 0.19% | −14,208−48.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 15,104 | $658.0K | 0.14% | +15,104 | New |
| StoneX Group Inc. | 15,097 | $657.3K | 0.09% | +3,849+34.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,083 | $657.0K | 0.46% | −70−0.5% | Reduced |
| Trust Asset Management LLC | 15,053 | $655.0K | 0.09% | +1,030+7.3% | Added |
| Westhampton Capital, LLC | 14,872 | $648.0K | 0.49% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 14,815 | $645.0K | 0.03% | −2,271−13.3% | Reduced |
| Toroso Investments, LLC | 14,760 | $643.0K | 0.03% | +994+7.2% | Added |
| City Holding Co | 14,690 | $640.0K | 0.13% | −570−3.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,613 | $636.0K | 0.37% | +6,882+89.0% | Added |
| Arete Wealth Advisors, LLC | 14,585 | $635.0K | 0.06% | +7,037+93.2% | Added |
| Montag & Caldwell, LLC | 14,562 | $634.0K | 0.09% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 14,538 | $632.0K | 0.29% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 14,486 | $631.0K | 0.05% | +1,140+8.5% | Added |
| Forum Financial Management, LP | 14,428 | $628.0K | 0.03% | −53,075−78.6% | Reduced |
| Reuter James Wealth Management, LLC | 14,394 | $627.0K | 0.43% | 00.0% | Unchanged |
| Grove Bank & Trust | 14,347 | $625.0K | 0.15% | +3,519+32.5% | Added |
| Clarius Group, LLC | 14,341 | $624.0K | 0.06% | +322+2.3% | Added |
| Eudaimonia Partners, LLC | 14,260 | $621.0K | 0.16% | −65,593−82.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 14,267 | $621.0K | 0.60% | +775+5.7% | Added |
| Wipfli Financial Advisors LLC, | 14,251 | $620.0K | 0.04% | +14,251 | New |
| Community Trust & Investment Co | 14,175 | $617.0K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 14,108 | $614.0K | 0.01% | −3,277−18.8% | Reduced |
| Parallel Advisors, LLC | 14,049 | $612.0K | 0.03% | −1,562−10.0% | Reduced |
| Virtus ETF Advisers LLC | 14,053 | $612.0K | 0.24% | +14,053 | New |
| Mayfair Advisory Group, LLC | 13,659 | $611.0K | 0.86% | −398−2.8% | Reduced |
| Fisher Asset Management, LLC | 14,012 | $610.0K | 0.00% | +818+6.2% | Added |
| Altus Wealth Group LLC | 10,379 | $609.0K | 0.61% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 13,989 | $609.0K | 0.07% | +4,898+53.9% | Added |
| Wealth Alliance Advisory Group, LLC | 13,931 | $607.0K | 0.27% | −64−0.5% | Reduced |
| S&CO Inc | 13,894 | $604.0K | 0.05% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 13,838 | $603.0K | 0.17% | +305+2.3% | Added |
| Warren Averett Asset Management, LLC | 13,842 | $603.0K | 0.04% | +13,842 | New |
| Hancock Whitney Corp | 13,764 | $599.0K | 0.03% | −12,559−47.7% | Reduced |
| Citizens Financial Group Inc | 13,723 | $598.0K | 0.03% | +40+0.3% | Added |
| Northwest Bancshares, Inc. | 13,630 | $593.0K | 0.14% | −180−1.3% | Reduced |
| Merit Financial Group, LLC | 13,618 | $593.0K | 0.03% | +7,330+116.6% | Added |
| Denali Advisors LLC | 13,600 | $592.0K | 0.28% | −600−4.2% | Reduced |
| Wrapmanager Inc | 13,503 | $588.0K | 0.20% | +3,523+35.3% | Added |
| Opus Capital Group, LLC | 13,473 | $587.0K | 0.13% | +823+6.5% | Added |
| WBH Advisory Inc | 13,452 | $586.0K | 0.08% | +102+0.8% | Added |
| Schechter Investment Advisors, LLC | 13,443 | $585.0K | 0.06% | −508−3.6% | Reduced |
| Colonial River Wealth Management, LLC | 13,442 | $585.0K | 0.41% | −301−2.2% | Reduced |
| HNP Capital LLC | 13,423 | $584.0K | 0.17% | −13,138−49.5% | Reduced |
| Equitable Holdings, Inc. | 13,282 | $578.0K | 0.01% | +366+2.8% | Added |
| Avidian Wealth Solutions, LLC | 13,269 | $578.0K | 0.04% | +375+2.9% | Added |
| Lindenwold Advisors | 13,232 | $576.0K | 0.43% | −30.0% | Reduced |
| Engineers Gate Manager LP | 13,190 | $574.0K | 0.04% | +13,190 | New |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $571.0K | 0.25% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 13,136 | $571.0K | 0.03% | +5,907+81.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 13,059 | $569.0K | 0.03% | +13,059 | New |
| Allen Investment Management LLC | 12,950 | $564.0K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $564.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 12,919 | $563.0K | 0.04% | +3,375+35.4% | Added |
| First Farmers & Merchants Bank / Trust | 12,824 | $558.0K | 0.74% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12,775 | $555.0K | 0.13% | −4,723−27.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 12,755 | $555.0K | 0.16% | −688−5.1% | Reduced |
| Integrated Wealth Concepts LLC | 12,708 | $553.0K | 0.02% | −476−3.6% | Reduced |
| Winton Group Ltd | 12,685 | $552.0K | 0.04% | −12,573−49.8% | Reduced |
| Koshinski Asset Management, Inc. | 12,625 | $550.0K | 0.07% | +542+4.5% | Added |
| Eads & Heald Wealth Management | 12,578 | $548.0K | 0.31% | +2,604+26.1% | Added |
| NorthRock Partners, LLC | 12,503 | $544.0K | 0.06% | −265−2.1% | Reduced |
| Savant Capital, LLC | 12,446 | $542.0K | 0.02% | −888−6.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,414 | $541.0K | 0.13% | +544+4.6% | Added |
| Exencial Wealth Advisors, LLC | 12,405 | $540.0K | 0.03% | −102−0.8% | Reduced |
| Tradewinds, LLC. | 12,395 | $540.0K | 0.39% | +149+1.2% | Added |
| Successful Portfolios LLC | 12,380 | $539.0K | 0.39% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 12,391 | $539.0K | 0.24% | +7+0.1% | Added |
| Rehmann Capital Advisory Group | 12,374 | $538.8K | 0.06% | −412−3.2% | Reduced |
| Ritholtz Wealth Management | 12,295 | $535.0K | 0.03% | +7,672+166.0% | Added |
| ETF Managers Group, LLC | 12,259 | $534.0K | 0.02% | +643+5.5% | Added |
| Fortress Wealth Group, LLC | 12,253 | $533.0K | 0.40% | +77+0.6% | Added |
| Essex Financial Services, Inc. | 12,229 | $532.0K | 0.06% | +2,529+26.1% | Added |
| TD Ameritrade Investment Management, LLC | 12,203 | $531.0K | 0.01% | −2,999−19.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 12,108 | $528.0K | 0.14% | +1,949+19.2% | Added |