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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 59,226 | $2.55M | 0.58% | −1,147−1.9% | Reduced |
| Capital Investment Counsel, Inc | 59,329 | $2.55M | 0.60% | +823+1.4% | Added |
| Shell Asset Management Co | 59,322 | $2.55M | 0.11% | −205−0.3% | Reduced |
| Culbertson A N & Co Inc | 59,537 | $2.56M | 0.54% | −530−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 59,758 | $2.57M | 0.13% | +21,137+54.7% | Added |
| Pathstone Family Office, LLC | 67,266 | $2.60M | 0.05% | +3,549+5.6% | Added |
| Cornercap Investment Counsel Inc | 60,516 | $2.60M | 0.45% | +1,652+2.8% | Added |
| Tudor Investment Corp Et Al | 60,851 | $2.62M | 0.06% | +42,671+234.7% | Added |
| Thompson Siegel & Walmsley LLC | 60,991 | $2.62M | 0.04% | +1,056+1.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 61,008 | $2.63M | 0.40% | +120.0% | Added |
| Ziegler Capital Management, LLC | 59,669 | $2.63M | 0.11% | −6,610−10.0% | Reduced |
| Goelzer Investment Management, Inc. | 61,261 | $2.64M | 0.23% | −3,540−5.5% | Reduced |
| Stanley-Laman Group, Ltd. | 61,402 | $2.64M | 0.50% | −4,658−7.1% | Reduced |
| Community Bank, N.A. | 61,698 | $2.65M | 0.37% | +4,628+8.1% | Added |
| Guardian Wealth Advisors, LLC | 61,693 | $2.65M | 0.51% | −240−0.4% | Reduced |
| Northern Oak Wealth Management Inc | 62,211 | $2.68M | 0.38% | +55,154+781.6% | Added |
| Aptus Capital Advisors, LLC | 62,293 | $2.68M | 0.09% | −230−0.4% | Reduced |
| Gotham Asset Management, LLC | 62,300 | $2.68M | 0.08% | +12,691+25.6% | Added |
| JT Stratford LLC | 62,877 | $2.71M | 0.87% | +8,507+15.6% | Added |
| Triangle Securities Wealth Management | 62,906 | $2.71M | 0.99% | +2,594+4.3% | Added |
| New Mexico Educational Retirement Board | 63,388 | $2.73M | 0.15% | −4,700−6.9% | Reduced |
| SYSTM Wealth Solutions LLC | 63,794 | $2.75M | 0.34% | +63,794 | New |
| D.A. Davidson & Co. | 63,989 | $2.76M | 0.03% | +1,293+2.1% | Added |
| Lee Danner & Bass Inc | 64,482 | $2.77M | 0.26% | +366+0.6% | Added |
| Beacon Investment Advisory Services, Inc. | 64,582 | $2.78M | 0.14% | −2,095−3.1% | Reduced |
| La Banque Postale Asset Management SA | 64,720 | $2.78M | 0.08% | +64,720 | New |
| Marco Investment Management LLC | 64,880 | $2.79M | 0.33% | −607−0.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 65,113 | $2.80M | 0.33% | +65,113 | New |
| Shorepoint Capital Partners LLC | 65,812 | $2.83M | 0.79% | +3,672+5.9% | Added |
| German American Bancorp, Inc. | 66,644 | $2.87M | 0.45% | −64,615−49.2% | Reduced |
| Gator Capital Management, LLC | 67,099 | $2.89M | 2.12% | 00.0% | Unchanged |
| Norinchukin Bank, The | 67,806 | $2.92M | 0.06% | −19,977−22.8% | Reduced |
| Arbor Investment Advisors, LLC | 68,295 | $2.94M | 0.60% | +59,698+694.4% | Added |
| Venture Visionary Partners LLC | 68,463 | $2.95M | 0.21% | +3,387+5.2% | Added |
| Sandhill Capital Partners LLC | 68,728 | $2.96M | 0.32% | −18,175−20.9% | Reduced |
| Davis Selected Advisers | 69,290 | $2.98M | 0.02% | +40,772+143.0% | Added |
| Hallmark Capital Management Inc | 70,210 | $3.02M | 0.28% | −7,260−9.4% | Reduced |
| AE Wealth Management LLC | 70,276 | $3.02M | 0.02% | −1,299−1.8% | Reduced |
| Equitable Trust Co | 70,720 | $3.04M | 0.24% | +12,728+21.9% | Added |
| Kempner Capital Management Inc. | 70,783 | $3.05M | 1.85% | −338−0.5% | Reduced |
| United Bank | 70,906 | $3.05M | 1.87% | +2,717+4.0% | Added |
| HB Wealth Management, LLC | 70,948 | $3.05M | 0.06% | −2,017−2.8% | Reduced |
| Wealthcare Advisory Partners LLC | 71,171 | $3.06M | 0.15% | +38,019+114.7% | Added |
| Cramer Rosenthal McGlynn LLC | 71,379 | $3.07M | 0.14% | +2,499+3.6% | Added |
| Parsec Financial Management, Inc. | 71,772 | $3.09M | 0.14% | −2,023−2.7% | Reduced |
| Flputnam Investment Management Co | 71,989 | $3.10M | 0.11% | −43,438−37.6% | Reduced |
| Financial Advisory Partners, LLC | 72,332 | $3.11M | 1.28% | −1,048−1.4% | Reduced |
| Andra AP-fonden | 72,700 | $3.13M | 0.09% | +7,000+10.7% | Added |
| Hedeker Wealth, LLC | 72,990 | $3.14M | 1.17% | +1,466+2.0% | Added |
| Viking Fund Management LLC | 73,000 | $3.14M | 0.62% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 73,362 | $3.16M | 0.45% | +8,254+12.7% | Added |
| Parcion Private Wealth LLC | 73,427 | $3.16M | 0.34% | +11,377+18.3% | Added |
| Signature Wealth Management Group | 73,579 | $3.17M | 1.55% | +364+0.5% | Added |
| Verition Fund Management LLC | 74,304 | $3.20M | 0.06% | +8,458+12.8% | Added |
| Assetmark, Inc | 75,145 | $3.23M | 0.01% | +21,420+39.9% | Added |
| National Bank of Canada | 71,462 | $3.24M | 0.01% | +58,829+465.7% | Added |
| Metropolitan Life Insurance Co | 76,740 | $3.30M | 0.15% | −2,227−2.8% | Reduced |
| Reliant Investment Management, LLC | 77,347 | $3.33M | 1.98% | −2,705−3.4% | Reduced |
| Camden National Bank | 78,513 | $3.38M | 0.71% | +77,591+8,415.5% | Added |
| Concord Wealth Partners | 78,653 | $3.38M | 1.02% | −3,846−4.7% | Reduced |
| WSFS Capital Management, LLC | 79,937 | $3.44M | 0.37% | +79,937 | New |
| WESPAC Advisors SoCal, LLC | 80,313 | $3.46M | 1.29% | +80,313 | New |
| Eastern Bank | 80,870 | $3.48M | 0.19% | −2,121−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 80,882 | $3.48M | 0.09% | +2,552+3.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 81,578 | $3.51M | 0.02% | +59,578+270.8% | Added |
| Pettyjohn, Wood & White, Inc | 82,265 | $3.54M | 0.88% | −295−0.4% | Reduced |
| PGGM Investments | 82,574 | $3.55M | 0.06% | −5,424−6.2% | Reduced |
| YHB Investment Advisors, Inc. | 82,570 | $3.55M | 0.38% | −305−0.4% | Reduced |
| Seeyond | 84,614 | $3.64M | 0.35% | +58,459+223.5% | Added |
| Engineers Gate Manager LP | 84,768 | $3.65M | 0.22% | +71,578+542.7% | Added |
| Huntington National Bank | 85,071 | $3.66M | 0.04% | −3,815−4.3% | Reduced |
| Whitener Capital Management, Inc. | 85,208 | $3.67M | 1.60% | +4,335+5.4% | Added |
| MainStreet Investment Advisors LLC | 85,608 | $3.68M | 0.41% | +27,935+48.4% | Added |
| Louisiana State Employees Retirement System | 85,700 | $3.69M | 0.10% | +800+0.9% | Added |
| Capital Insight Partners, LLC | 85,776 | $3.69M | 0.96% | +1,431+1.7% | Added |
| Balyasny Asset Management LLC | 86,217 | $3.71M | 0.01% | −35,170−29.0% | Reduced |
| Bridge Creek Capital Management LLC | 87,316 | $3.76M | 1.47% | +4,091+4.9% | Added |
| Fiduciary Alliance LLC | 87,703 | $3.77M | 0.98% | +87,703 | New |
| Allspring Global Investments Holdings, LLC | 87,871 | $3.78M | 0.01% | −234,317−72.7% | Reduced |
| Kavar Capital Partners Group, LLC | 87,949 | $3.78M | 0.87% | +9,388+11.9% | Added |
| Stock Yards Bank & Trust Co | 88,200 | $3.79M | 0.15% | −213,436−70.8% | Reduced |
| Trexquant Investment LP | 88,519 | $3.81M | 0.11% | −76,532−46.4% | Reduced |
| Bokf, NA | 90,164 | $3.88M | 0.07% | −6,099−6.3% | Reduced |
| Old Point Trust & Financial Services N A | 90,900 | $3.91M | 1.80% | −3,717−3.9% | Reduced |
| Harvest Portfolios Group Inc. | 90,944 | $3.91M | 0.22% | +90,944 | New |
| Semmax Financial Advisors Inc. | 83,902 | $3.96M | 1.58% | +32,905+64.5% | Added |
| Huber Capital Management LLC | 92,657 | $3.99M | 1.01% | +49,240+113.4% | Added |
| BancorpSouth Bank | 93,202 | $4.01M | 0.37% | +534+0.6% | Added |
| Zions Bancorporation, N.A. | 93,579 | $4.03M | 0.32% | −13,948−13.0% | Reduced |
| Two Sigma Advisers, LP | 93,663 | $4.03M | 0.01% | +93,663 | New |
| LSV Asset Management | 94,000 | $4.04M | 0.01% | −10,100−9.7% | Reduced |
| Daiwa Securities Group Inc. | 94,304 | $4.06M | 0.03% | +6,492+7.4% | Added |
| Am Investment Strategies LLC | 94,647 | $4.07M | 1.45% | +410.0% | Added |
| Wealthfront Advisers LLC | 95,284 | $4.10M | 0.02% | −732−0.8% | Reduced |
| First National Trust Co | 95,757 | $4.12M | 0.22% | +1,119+1.2% | Added |
| Man Group plc | 96,369 | $4.15M | 0.01% | −6,909−6.7% | Reduced |
| Hartford Investment Management Co | 96,618 | $4.16M | 0.13% | −38,367−28.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 98,145 | $4.22M | 0.07% | −19,935−16.9% | Reduced |
| Worldquant Millennium Advisors LLC | 98,895 | $4.25M | 0.10% | 00.0% | Unchanged |
| Ethic Inc. | 98,927 | $4.26M | 0.23% | +58,102+142.3% | Added |