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, 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 | 1,707 | $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, 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 |
|---|---|---|---|---|---|
| New England Research & Management, Inc. | 41,045 | $1.77M | 1.01% | −9,595−18.9% | Reduced |
| Poehling Capital Management, LLC | 41,153 | $1.77M | 0.66% | +9,989+32.1% | Added |
| Independence Bank of Kentucky | 41,227 | $1.77M | 0.80% | +854+2.1% | Added |
| Versor Investments LP | 41,245 | $1.77M | 0.15% | +14,750+55.7% | Added |
| Sompo Asset Management Co., Ltd. | 41,420 | $1.78M | 0.41% | +1,310+3.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 41,584 | $1.79M | 0.05% | −7,680−15.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 41,699 | $1.79M | 0.03% | +1,628+4.1% | Added |
| Vident Investment Advisory, LLC | 41,832 | $1.80M | 0.07% | +9,683+30.1% | Added |
| Gyon Technologies Capital Management, LP | 41,915 | $1.80M | 0.67% | +41,915 | New |
| Capital Investment Advisors, LLC | 42,116 | $1.81M | 0.05% | −1,223−2.8% | Reduced |
| Buckhead Capital Management LLC | 42,169 | $1.81M | 0.44% | +268+0.6% | Added |
| Outfitter Financial LLC | 42,244 | $1.82M | 1.65% | +70+0.2% | Added |
| Banco de Sabadell, S.A | 42,374 | $1.83M | 1.54% | −1,821−4.1% | Reduced |
| Arcus Capital Partners, LLC | 42,446 | $1.83M | 0.73% | 00.0% | Unchanged |
| Heritage Trust Co | 42,491 | $1.83M | 0.30% | +238+0.6% | Added |
| First Eagle Investment Management, LLC | 42,741 | $1.84M | 0.01% | +14,165+49.6% | Added |
| First Manhattan Co | 42,829 | $1.84M | 0.01% | +35,735+503.7% | Added |
| Brown Brothers Harriman & Co | 42,890 | $1.85M | 0.02% | −8,749−16.9% | Reduced |
| Hamel Associates, Inc. | 42,924 | $1.85M | 0.64% | −1,810−4.0% | Reduced |
| Hendershot Investments Inc. | 43,172 | $1.86M | 0.31% | −50−0.1% | Reduced |
| CWA Asset Management Group, LLC | 43,180 | $1.86M | 0.15% | −123−0.3% | Reduced |
| Raleigh Capital Management Inc. | 43,253 | $1.86M | 0.97% | +3,616+9.1% | Added |
| Arvest Trust Co N A | 43,494 | $1.87M | 0.12% | +2,041+4.9% | Added |
| Beach Investment Counsel Inc | 43,552 | $1.87M | 0.23% | +5,816+15.4% | Added |
| Arkadios Wealth Advisors | 43,944 | $1.89M | 0.25% | +7,697+21.2% | Added |
| Moloney Securities Asset Management, LLC | 43,977 | $1.89M | 0.42% | −702−1.6% | Reduced |
| Curi Capital | 44,233 | $1.90M | 0.27% | +2,977+7.2% | Added |
| Veritable, L.P. | 44,281 | $1.91M | 0.03% | −5,348−10.8% | Reduced |
| Azimuth Capital Investment Management LLC | 44,358 | $1.91M | 0.10% | +447+1.0% | Added |
| Stratos Wealth Partners, LTD. | 44,456 | $1.91M | 0.05% | −2,411−5.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 44,800 | $1.93M | 0.10% | +80+0.2% | Added |
| Capital International Inc | 45,045 | $1.94M | 0.04% | −9,796−17.9% | Reduced |
| Salomon & Ludwin, LLC | 45,299 | $1.95M | 0.25% | −168−0.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 45,315 | $1.95M | 0.05% | −48,597−51.7% | Reduced |
| Sequoia Financial Advisors, LLC | 45,482 | $1.96M | 0.05% | +5,322+13.3% | Added |
| First American Bank | 45,632 | $1.96M | 0.19% | −11,548−20.2% | Reduced |
| Coastline Trust Co | 45,644 | $1.96M | 0.29% | −215−0.5% | Reduced |
| Advisor Partners II, LLC | 45,645 | $1.96M | 0.12% | +570+1.3% | Added |
| Beacon Pointe Advisors, LLC | 45,705 | $1.97M | 0.04% | +2,495+5.8% | Added |
| FinTrust Capital Advisors, LLC | 45,999 | $1.98M | 0.48% | −155−0.3% | Reduced |
| NewEdge Wealth, LLC | 46,112 | $1.98M | 0.09% | +1,549+3.5% | Added |
| Glenmede Trust Co NA | 46,154 | $1.99M | 0.01% | +9,811+27.0% | Added |
| Lewis Capital Management, LLC | 46,206 | $1.99M | 3.04% | −188−0.4% | Reduced |
| Holderness Investments Co | 46,236 | $1.99M | 0.86% | +461+1.0% | Added |
| AMG National Trust Bank | 46,252 | $1.99M | 0.07% | −5,431−10.5% | Reduced |
| Leavell Investment Management, Inc. | 46,385 | $2.00M | 0.15% | −6,979−13.1% | Reduced |
| Patten Group, Inc. | 46,439 | $2.00M | 0.63% | +209+0.5% | Added |
| Headinvest, LLC | 46,676 | $2.01M | 0.45% | −4,056−8.0% | Reduced |
| Signaturefd, LLC | 46,831 | $2.02M | 0.06% | +1,167+2.6% | Added |
| Heritage Wealth Advisors | 46,841 | $2.02M | 0.12% | −1,140−2.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 47,263 | $2.03M | 0.09% | +637+1.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,534 | $2.04M | 0.18% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 47,633 | $2.05M | 0.22% | −2,139−4.3% | Reduced |
| Bailard, Inc. | 47,638 | $2.05M | 0.08% | −795−1.6% | Reduced |
| Colonial Trust Co | 47,740 | $2.05M | 0.56% | −1,325−2.7% | Reduced |
| Argyle Capital Management Inc. | 48,050 | $2.07M | 0.71% | 00.0% | Unchanged |
| Marotta Asset Management | 48,068 | $2.07M | 0.50% | −11,402−19.2% | Reduced |
| IVC Wealth Advisors LLC | 48,211 | $2.07M | 1.53% | −327−0.7% | Reduced |
| Pendal Group Limited | 48,231 | $2.08M | 0.02% | −24,262−33.5% | Reduced |
| Resonant Capital Advisors, LLC | 48,429 | $2.08M | 0.26% | +1,421+3.0% | Added |
| Waddell & Associates, LLC | 49,038 | $2.11M | 0.35% | +253+0.5% | Added |
| Boenning & Scattergood, Inc. | 37,449 | $2.12M | 0.34% | +1,076+3.0% | Added |
| Everence Capital Management Inc | 49,760 | $2.14M | 0.18% | +9,100+22.4% | Added |
| Cary Street Partner Investment Advisory LLC | 51,020 | $2.20M | 0.16% | −1,376−2.6% | Reduced |
| Old North State Trust, LLC | 51,327 | $2.21M | 1.45% | +4,151+8.8% | Added |
| Alaska Permanent Fund Corp | 51,500 | $2.22M | 0.04% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 51,568 | $2.22M | 1.18% | 00.0% | Unchanged |
| IFP Advisors, Inc | 40,597 | $2.22M | 0.07% | +2,515+6.6% | Added |
| Moors & Cabot, Inc. | 51,999 | $2.24M | 0.16% | −2,609−4.8% | Reduced |
| Welch & Forbes LLC | 52,099 | $2.24M | 0.04% | +163+0.3% | Added |
| Seven Eight Capital, LP | 52,281 | $2.25M | 0.59% | +52,281 | New |
| GWM Advisors LLC | 126,523 | $2.25M | 0.06% | +30,676+32.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 52,377 | $2.25M | 0.14% | −3,260−5.9% | Reduced |
| Peloton Wealth Strategists | 52,825 | $2.27M | 1.09% | −8,100−13.3% | Reduced |
| Iowa State Bank | 53,152 | $2.29M | 0.57% | −3,823−6.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 53,384 | $2.30M | 0.25% | −221−0.4% | Reduced |
| Trust Co of Vermont | 53,894 | $2.32M | 0.17% | −1,306−2.4% | Reduced |
| FORA Capital, LLC | 54,014 | $2.32M | 0.38% | +54,014 | New |
| Northwest & Ethical Investments L.P. | 54,037 | $2.33M | 0.08% | +2,027+3.9% | Added |
| River Wealth Advisors LLC | 54,089 | $2.33M | 0.45% | −6,250−10.4% | Reduced |
| Trustmark National Bank Trust Department | 54,129 | $2.33M | 0.21% | −92−0.2% | Reduced |
| United Capital Management of KS, Inc. | 54,415 | $2.34M | 0.97% | +4,771+9.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 54,580 | $2.35M | 0.01% | −181,505−76.9% | Reduced |
| Centerstone Investors, LLC | 54,620 | $2.35M | 3.44% | +54,620 | New |
| Blair William & Co | 54,965 | $2.37M | 0.01% | −19,865−26.5% | Reduced |
| United Services Automobile Association | 55,009 | $2.37M | 0.05% | −1,586−2.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 55,082 | $2.37M | 1.73% | +2,030+3.8% | Added |
| JustInvest LLC | 55,395 | $2.38M | 0.10% | −9,368−14.5% | Reduced |
| Laurel Wealth Advisors LLC | 55,957 | $2.41M | 0.55% | −400−0.7% | Reduced |
| Bray Capital Advisors | 56,006 | $2.41M | 0.75% | −5,719−9.3% | Reduced |
| Cetera Advisors LLC | 56,073 | $2.41M | 0.04% | +9,182+19.6% | Added |
| Verdence Capital Advisors LLC | 56,493 | $2.43M | 0.30% | −12,131−17.7% | Reduced |
| Fulton Bank, N.A. | 56,500 | $2.43M | 0.14% | −2,404−4.1% | Reduced |
| E. Ohman J:or Asset Management AB | 57,100 | $2.46M | 0.11% | −2,000−3.4% | Reduced |
| Capital International Sarl | 57,425 | $2.47M | 0.17% | +800+1.4% | Added |
| ZWJ Investment Counsel Inc | 57,803 | $2.49M | 0.14% | +5,139+9.8% | Added |
| North Star Investment Management Corp. | 58,329 | $2.51M | 0.22% | +422+0.7% | Added |
| Ahl Investment Management, Inc. | 58,354 | $2.51M | 2.33% | +1,038+1.8% | Added |
| South State Corp. | 59,096 | $2.54M | 0.24% | +376+0.6% | Added |
| Valley National Advisers Inc | 54,911 | $2.55M | 0.46% | −2,394−4.2% | Reduced |