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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 99,477 | $4.28M | 0.23% | −3,935−3.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 99,588 | $4.29M | 0.10% | −1,674−1.7% | Reduced |
| Capital Group Private Client Services, Inc. | 99,690 | $4.29M | 0.05% | −2,722−2.7% | Reduced |
| Smith, Salley & Associates | 100,740 | $4.33M | 0.37% | −18,329−15.4% | Reduced |
| Cardinal Capital Management | 101,461 | $4.37M | 0.93% | −488−0.5% | Reduced |
| LaFleur & Godfrey LLC | 101,530 | $4.37M | 0.73% | −26,093−20.4% | Reduced |
| Griffin Asset Management, Inc. | 102,292 | $4.40M | 0.66% | +5,300+5.5% | Added |
| Oregon Public Employees Retirement Fund | 102,308 | $4.40M | 0.06% | +924+0.9% | Added |
| Ossiam | 102,573 | $4.41M | 0.11% | −97,730−48.8% | Reduced |
| Elo Mutual Pension Insurance Co | 102,680 | $4.42M | 0.15% | +2,683+2.7% | Added |
| Motco | 103,384 | $4.45M | 0.33% | −2,313−2.2% | Reduced |
| Kentucky Retirement Systems | 104,283 | $4.49M | 0.18% | +456+0.4% | Added |
| Maryland State Retirement & Pension System | 104,613 | $4.50M | 0.13% | +104,613 | New |
| Bragg Financial Advisors, Inc | 106,147 | $4.57M | 0.28% | +3,228+3.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 107,097 | $4.61M | 0.17% | −26,918−20.1% | Reduced |
| Cetera Investment Advisers | 107,550 | $4.63M | 0.04% | +61,737+134.8% | Added |
| Opus Investment Management Inc | 108,100 | $4.65M | 1.66% | 00.0% | Unchanged |
| Sandy Spring Bank | 109,047 | $4.69M | 0.28% | −2,233−2.0% | Reduced |
| Securian Asset Management, Inc | 109,073 | $4.69M | 0.13% | +984+0.9% | Added |
| Vestmark Advisory Solutions, Inc. | 109,970 | $4.73M | 0.23% | +1,318+1.2% | Added |
| Quantbot Technologies LP | 110,014 | $4.73M | 0.34% | −24,100−18.0% | Reduced |
| Advisory Services Network, LLC | 110,348 | $4.75M | 0.15% | +8,369+8.2% | Added |
| Kovitz Investment Group Partners, LLC | 111,534 | $4.80M | 0.10% | −965−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 113,469 | $4.88M | 0.09% | +6,498+6.1% | Added |
| Level Four Advisory Services, LLC | 113,632 | $4.89M | 0.36% | +26,297+30.1% | Added |
| Prudential PLC | 114,365 | $4.92M | 0.06% | +39,440+52.6% | Added |
| TownSquare Capital, LLC | 115,365 | $4.96M | 0.12% | −3,608−3.0% | Reduced |
| Dakota Wealth Management | 115,678 | $4.98M | 0.35% | −3,414−2.9% | Reduced |
| First Citizens Bank & Trust Co | 116,257 | $5.00M | 0.15% | +16,128+16.1% | Added |
| tru Independence LLC | 116,318 | $5.01M | 1.62% | +8,878+8.3% | Added |
| British Columbia Investment Management Corp | 117,517 | $5.06M | 0.06% | −14,202−10.8% | Reduced |
| Keybank National Association | 117,876 | $5.07M | 0.02% | −1,831−1.5% | Reduced |
| Westpac Banking Corp | 118,115 | $5.08M | 0.08% | +4,499+4.0% | Added |
| Cipher Capital LP | 121,386 | $5.22M | 0.99% | +114,212+1,592.0% | Added |
| Colonial Trust Advisors | 123,905 | $5.33M | 0.65% | −1,899−1.5% | Reduced |
| Hyman Charles D | 124,612 | $5.36M | 0.37% | −1,135−0.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 124,819 | $5.37M | 0.11% | +6,338+5.3% | Added |
| Keating Investment Counselors Inc | 125,435 | $5.40M | 2.11% | +10,315+9.0% | Added |
| CIBC Private Wealth Group, LLC | 141,367 | $5.42M | 0.02% | −9,622−6.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 126,250 | $5.43M | 0.06% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 126,524 | $5.44M | 0.24% | −13,578−9.7% | Reduced |
| TD Private Client Wealth LLC | 126,633 | $5.45M | 0.26% | −15,088−10.6% | Reduced |
| XML Financial, LLC | 127,455 | $5.48M | 0.69% | +7,395+6.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 127,740 | $5.50M | 0.08% | −90,260−41.4% | Reduced |
| Lazard Asset Management LLC | 133,208 | $5.73M | 0.01% | −8,834−6.2% | Reduced |
| Kingsview Wealth Management, LLC | 134,514 | $5.79M | 0.25% | +155+0.1% | Added |
| Oppenheimer & Co Inc | 135,859 | $5.85M | 0.13% | −4,250−3.0% | Reduced |
| Umb Bank N A | 136,123 | $5.86M | 0.09% | −11,145−7.6% | Reduced |
| PFS Investments Inc. | 139,033 | $5.98M | 0.11% | −416,659−75.0% | Reduced |
| Massmutual Trust Co FSB | 140,583 | $6.05M | 0.25% | +8,418+6.4% | Added |
| 1832 Asset Management L.P. | 140,875 | $6.06M | 0.01% | −2,034−1.4% | Reduced |
| Icon Wealth Advisors, LLC | 141,381 | $6.08M | 0.70% | +601+0.4% | Added |
| Jump Financial, LLC | 141,504 | $6.09M | 0.32% | +136,726+2,861.6% | Added |
| Intech Investment Management LLC | 142,499 | $6.13M | 0.05% | −192,285−57.4% | Reduced |
| Van Eck Associates Corp | 144,292 | $6.21M | 0.02% | +106,486+281.7% | Added |
| Intact Investment Management Inc. | 144,700 | $6.23M | 0.27% | +53,000+57.8% | Added |
| Sound Income Strategies, LLC | 146,346 | $6.30M | 0.80% | +145,346+14,534.6% | Added |
| Whittier Trust Co of Nevada Inc | 147,251 | $6.33M | 0.25% | −1,332−0.9% | Reduced |
| Old National Bancorp | 147,658 | $6.35M | 0.20% | −7,838−5.0% | Reduced |
| Biondo Investment Advisors, LLC | 146,104 | $6.36M | 1.42% | +581+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 148,659 | $6.40M | 0.17% | +15,445+11.6% | Added |
| Terry L. Blaker | 148,878 | $6.40M | 0.59% | +18,181+13.9% | Added |
| M&T Bank Corp | 149,239 | $6.42M | 0.03% | −7,693−4.9% | Reduced |
| Jones Financial Companies LLLP | 151,176 | $6.50M | 0.01% | +12,021+8.6% | Added |
| Swiss Life Asset Management Ltd | 151,111 | $6.51M | 0.11% | −3,724−2.4% | Reduced |
| Parkside Investments, LLC | 151,379 | $6.51M | 1.30% | +9,876+7.0% | Added |
| Linscomb & Williams, Inc. | 151,382 | $6.51M | 0.33% | +6,513+4.5% | Added |
| Moneta Group Investment Advisors LLC | 132,111 | $6.52M | 0.18% | −36,745−21.8% | Reduced |
| Nissay Asset Management Corp | 152,658 | $6.57M | 0.06% | −581−0.4% | Reduced |
| Point72 Middle East FZE | 154,439 | $6.65M | 0.51% | +154,439 | New |
| Czech National Bank | 155,280 | $6.68M | 0.18% | +1,232+0.8% | Added |
| Allianz Asset Management GmbH | 155,377 | $6.69M | 0.01% | +10,087+6.9% | Added |
| AQR Capital Management LLC | 155,869 | $6.71M | 0.02% | +51,774+49.7% | Added |
| Brinker Capital Investments, LLC | 155,982 | $6.71M | 0.13% | −16,429−9.5% | Reduced |
| Kestra Advisory Services, LLC | 156,304 | $6.73M | 0.06% | −147−0.1% | Reduced |
| Atria Investments LLC | 156,659 | $6.74M | 0.14% | +24,512+18.5% | Added |
| Xponance, Inc. | 156,932 | $6.75M | 0.11% | +26,912+20.7% | Added |
| Investment Management Corp of Ontario | 159,000 | $6.84M | 0.33% | 00.0% | Unchanged |
| Calamos Advisors LLC | 164,049 | $7.06M | 0.03% | −188,966−53.5% | Reduced |
| Argent Trust Co | 164,935 | $7.10M | 0.47% | −2,053−1.2% | Reduced |
| Diversified Trust Co | 166,479 | $7.16M | 0.30% | −14,059−7.8% | Reduced |
| Farmers & Merchants Investments Inc | 166,660 | $7.17M | 0.29% | +2,587+1.6% | Added |
| Foyston, Gordon, & Payne Inc | 168,433 | $7.25M | 2.00% | +77,173+84.6% | Added |
| Alpha Omega Wealth Management LLC | 168,753 | $7.26M | 1.29% | +8,519+5.3% | Added |
| Hantz Financial Services, Inc. | 169,392 | $7.29M | 0.22% | +71,921+73.8% | Added |
| Mercer Global Advisors Inc | 171,854 | $7.39M | 0.04% | +17,811+11.6% | Added |
| Walleye Trading LLC | 173,237 | $7.45M | 0.19% | −583−0.3% | Reduced |
| Great Lakes Advisors, LLC | 173,643 | $7.47M | 0.43% | +3,520+2.1% | Added |
| Summit Financial Wealth Advisors, LLC | 177,070 | $7.62M | 1.84% | +177,070 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 177,453 | $7.64M | 1.83% | +1,193+0.7% | Added |
| Highland Capital Management, LLC | 181,488 | $7.81M | 0.55% | −2,409−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 183,766 | $7.91M | 0.01% | −11,754−6.0% | Reduced |
| State of Alaska, Department of Revenue | 185,721 | $7.99M | 0.10% | +1,680+0.9% | Added |
| Bogart Wealth, LLC | 186,542 | $8.03M | 0.56% | +17,034+10.0% | Added |
| Cetera Advisor Networks LLC | 187,004 | $8.05M | 0.07% | +88,080+89.0% | Added |
| First Republic Investment Management, Inc. | 188,094 | $8.09M | 0.02% | +25,220+15.5% | Added |
| Brown Advisory Inc | 188,412 | $8.11M | 0.02% | −2,437−1.3% | Reduced |
| Texas Permanent School Fund | 188,507 | $8.11M | 0.12% | +831+0.4% | Added |
| Mutual of America Capital Management LLC | 189,533 | $8.16M | 0.10% | +5,878+3.2% | Added |
| Clearbridge Investments, LLC | 190,588 | $8.20M | 0.01% | −1,533,722−88.9% | Reduced |