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; 1,706 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, Q4 2022
Institutional positions in Truist Financial Corp as of Dec 31, 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
- 1,491
- +92 vs. Q3 2022
- Shares held
- 979.2M
- +6.59M (+0.7%) vs. Q3 2022
- Total value
- $42.2B
- −$209.9M (−0.5%) vs. Q3 2022
- New holders
- 179
- 572 more added
- Sold out
- 87
- 558 more reduced
28 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,706 | $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, Q4 2022
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goodwin Investment Advisory | 8 | $344 | 0.00% | −751−98.9% | Reduced |
| Bellwether Advisors, LLC | 8 | $344 | 0.00% | +8 | New |
| Sofos Investments, Inc. | 43 | $392 | 0.00% | +43 | New |
| Delos Wealth Advisors, LLC | 10 | $430 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $688 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 21 | $904 | 0.00% | +21 | New |
| Lee Financial Co | 22 | $947 | 0.00% | −152−87.4% | Reduced |
| TFC Financial Management | 22 | $958 | 0.00% | −1−4.3% | Reduced |
| Lowe Wealth Advisors, LLC | 30 | $1.29K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 40 | $1.72K | 0.00% | +40 | New |
| Eagle Bay Advisors LLC | 45 | $1.94K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 45 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 51 | $2.00K | 0.00% | +8+18.6% | Added |
| McClarren Financial Advisors, Inc. | 52 | $2.00K | 0.00% | +1+2.0% | Added |
| Laffer Tengler Investments | 50 | $2.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 53 | $2.28K | 0.00% | −4−7.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 61 | $2.63K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 62 | $2.67K | 0.00% | +20+47.6% | Added |
| Atlas Capital Advisors LLC | 68 | $2.93K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 69 | $2.97K | 0.00% | +69 | New |
| PrairieView Partners, LLC | 76 | $3.00K | 0.00% | −151−66.5% | Reduced |
| EWG Elevate Inc. | 81 | $3.48K | 0.00% | +81 | New |
| Coppell Advisory Solutions LLC | 81 | $3.48K | 0.00% | +81 | New |
| Coppell Advisory Solutions Corp. | 81 | $3.48K | 0.00% | +81 | New |
| DT Investment Partners, LLC | 88 | $3.79K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 88 | $3.79K | 0.00% | +24+37.5% | Added |
| Coston, McIsaac & Partners | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 95 | $4.09K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 97 | $4.17K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 112 | $4.82K | 0.00% | −40−26.3% | Reduced |
| Sit Investment Associates Inc | 125 | $5.00K | 0.00% | −77,345−99.8% | Reduced |
| Luken Investment Analytics, LLC | 129 | $5.55K | 0.00% | +129 | New |
| Paloma Partners Management Co | 130 | $5.59K | 0.00% | −170−56.7% | Reduced |
| Coastal Capital Group, Inc. | 129 | $5.62K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 132 | $5.68K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 133 | $5.72K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 140 | $6.02K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 143 | $6.15K | 0.00% | −19−11.7% | Reduced |
| Sierra Capital LLC | 159 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 160 | $7.00K | 0.01% | +160 | New |
| Cedar Mountain Advisors, LLC | 163 | $7.01K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 167 | $7.19K | 0.00% | +167 | New |
| Heritage Wealth Management, LLC | 170 | $7.32K | 0.00% | +150+750.0% | Added |
| Tilia Fiduciary Partners, Inc. | 174 | $7.49K | 0.01% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 175 | $7.53K | 0.01% | +175 | New |
| Northwest Investment Counselors, LLC | 180 | $7.75K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $8.61K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 201 | $8.65K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 208 | $8.94K | 0.00% | −840−80.2% | Reduced |
| Horan Securities, Inc. | 208 | $8.95K | 0.01% | +89+74.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 212 | $9.12K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 213 | $9.16K | 0.00% | −2,452−92.0% | Reduced |
| Acima Private Wealth, LLC | 213 | $9.16K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 220 | $9.47K | 0.01% | +220 | New |
| Accel Wealth Management | 221 | $9.51K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 225 | $10.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 248 | $10.7K | 0.00% | +1+0.4% | Added |
| Global Trust Asset Management, LLC | 250 | $10.8K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 255 | $11.0K | 0.00% | −63−19.8% | Reduced |
| Tyler-Stone Wealth Management | 250 | $11.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 253 | $11.0K | 0.00% | +253 | New |
| Steward Financial Group LLC | 256 | $11.0K | 0.01% | +256 | New |
| Morton Brown Family Wealth, LLC | 263 | $11.3K | 0.01% | −93−26.1% | Reduced |
| Madden Securities Corp | 287 | $12.3K | 0.01% | +287 | New |
| Schubert & Co | 290 | $12.5K | 0.01% | −68−19.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 291 | $12.5K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 299 | $12.9K | 0.01% | +299 | New |
| Activest Wealth Management | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 293 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 317 | $13.0K | 0.00% | +52+19.6% | Added |
| Solstein Capital, LLC | 311 | $13.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 318 | $13.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 323 | $13.9K | 0.00% | −457−58.6% | Reduced |
| WR Wealth Planners, LLC | 325 | $14.0K | 0.01% | +3+0.9% | Added |
| Bangor Savings Bank | 324 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 320 | $14.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 320 | $14.0K | 0.02% | +320 | New |
| Credit Agricole S A | 329 | $14.2K | 0.00% | +329 | New |
| Baystate Wealth Management LLC | 342 | $15.0K | 0.00% | +4+1.2% | Added |
| Pflug Koory, LLC | 338 | $15.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 356 | $15.3K | 0.00% | +356 | New |
| Piscataqua Savings Bank | 360 | $15.5K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 370 | $15.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 383 | $16.0K | 0.00% | −853−69.0% | Reduced |
| Citizens National Bank Trust Department | 380 | $16.0K | 0.00% | −180−32.1% | Reduced |
| Maryland Capital Advisors Inc. | 372 | $16.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 373 | $16.1K | 0.00% | −590−61.3% | Reduced |
| Trifecta Capital Advisors, LLC | 382 | $16.4K | 0.01% | +382 | New |
| Perkins Coie Trust Co | 395 | $17.0K | 0.01% | −490−55.4% | Reduced |
| Corrado Advisors, LLC | 403 | $17.3K | 0.01% | +403 | New |
| NVWM, LLC | 418 | $18.0K | 0.01% | −21−4.8% | Reduced |
| Operose Advisors LLC | 418 | $18.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 455 | $19.0K | 0.03% | +5+1.1% | Added |
| Richard W. Paul & Associates, LLC | 462 | $19.9K | 0.01% | +462 | New |
| Missouri Trust & Investment Co | 454 | $20.0K | 0.01% | −445−49.5% | Reduced |
| Beacon Capital Management, LLC | 471 | $20.3K | 0.01% | +16+3.5% | Added |
| Hollencrest Capital Management | 473 | $20.4K | 0.00% | +473 | New |
| McIlrath & Eck, LLC | 480 | $20.7K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 488 | $21.0K | 0.01% | +208+74.3% | Added |
| CoreFirst Bank & Trust | 491 | $21.1K | 0.02% | −62−11.2% | Reduced |