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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 192,955 | $8.30M | 0.75% | −24,739−11.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 193,489 | $8.33M | 0.88% | +24,219+14.3% | Added |
| Daymark Wealth Partners, LLC | 194,263 | $8.36M | 1.48% | +194,263 | New |
| Rothschild Investment Corp | 194,712 | $8.38M | 0.77% | −3,323−1.7% | Reduced |
| Virginia Retirement Systems Et Al | 194,800 | $8.38M | 0.09% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 195,101 | $8.40M | 0.04% | −22,540−10.4% | Reduced |
| Empire Life Investments Inc. | 195,564 | $8.41M | 0.58% | −2,307−1.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 184,849 | $8.48M | 1.08% | +17,367+10.4% | Added |
| Candriam Luxembourg S.C.A. | 197,835 | $8.51M | 0.06% | −10,606−5.1% | Reduced |
| Mizuho Markets Americas LLC | 201,615 | $8.68M | 0.59% | +201,615 | New |
| ExodusPoint Capital Management, LP | 203,715 | $8.77M | 0.14% | +182,090+842.0% | Added |
| Capital Investment Advisory Services, LLC | 204,552 | $8.80M | 1.04% | +10,280+5.3% | Added |
| Pinnacle Associates Ltd | 205,051 | $8.82M | 0.19% | +10,579+5.4% | Added |
| Rockefeller Capital Management L.P. | 207,013 | $8.91M | 0.04% | −22,901−10.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 207,221 | $8.92M | 0.78% | −9,508−4.4% | Reduced |
| New York Life Investment Management LLC | 208,433 | $8.97M | 0.10% | −145−0.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 209,914 | $9.03M | 2.51% | +102,552+95.5% | Added |
| Gulf International Bank (UK) Ltd | 215,851 | $9.29M | 0.16% | +350+0.2% | Added |
| Yousif Capital Management, LLC | 216,508 | $9.32M | 0.12% | +7,147+3.4% | Added |
| NTV Asset Management LLC | 217,497 | $9.36M | 1.84% | −3,146−1.4% | Reduced |
| Willis Investment Counsel | 218,881 | $9.42M | 0.60% | +275+0.1% | Added |
| AXA S.A. | 218,952 | $9.42M | 0.03% | −70,057−24.2% | Reduced |
| Cresset Asset Management, LLC | 226,086 | $9.43M | 0.12% | +12,786+6.0% | Added |
| Public Employees Retirement Association of Colorado | 220,326 | $9.48M | 0.05% | −720−0.3% | Reduced |
| Cullinan Associates Inc | 221,242 | $9.52M | 0.53% | −2,944−1.3% | Reduced |
| M&G Investment Management Ltd | 221,675 | $9.53M | 0.07% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 224,269 | $9.65M | 0.08% | +30,258+15.6% | Added |
| Gofen & Glossberg LLC | 224,641 | $9.67M | 0.25% | −1,425−0.6% | Reduced |
| ING Groep NV | 225,392 | $9.70M | 0.10% | +225,392 | New |
| Rowland & Co Investment Counsel | 222,734 | $9.72M | 2.41% | −274−0.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 226,032 | $9.73M | 0.39% | −6,425−2.8% | Reduced |
| Sonora Investment Management Group, LLC | 226,238 | $9.74M | 0.89% | +12,139+5.7% | Added |
| Crestline Management, LP | 229,000 | $9.85M | 1.44% | +229,000 | New |
| FDx Advisors, Inc. | 229,645 | $9.88M | 0.43% | +4,741+2.1% | Added |
| Associated Banc-Corp | 229,998 | $9.90M | 0.41% | +4,079+1.8% | Added |
| Chesley Taft & Associates LLC | 230,891 | $9.94M | 0.68% | −28,850−11.1% | Reduced |
| Wade G W & Inc | 231,022 | $9.94M | 0.41% | −47,385−17.0% | Reduced |
| Quadrature Capital Ltd | 232,946 | $10.0M | 0.30% | +162,603+231.2% | Added |
| Stonebridge Capital Advisors LLC | 233,059 | $10.0M | 1.19% | +13,721+6.3% | Added |
| Systematic Alpha Investments, LLC | 233,937 | $10.1M | 0.51% | 00.0% | Unchanged |
| Utah Retirement Systems | 236,025 | $10.2M | 0.16% | −2,300−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 236,213 | $10.2M | 0.09% | +161,180+214.8% | Added |
| Washington Trust Co | 236,919 | $10.2M | 0.47% | −59,477−20.1% | Reduced |
| McRae Capital Management Inc | 237,265 | $10.2M | 2.99% | −16,450−6.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 241,911 | $10.4M | 0.08% | −2,223−0.9% | Reduced |
| Stephens Inc | 243,177 | $10.5M | 0.21% | +10,225+4.4% | Added |
| Kanawha Capital Management LLC | 243,834 | $10.5M | 1.03% | +1,091+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 243,260 | $10.5M | 0.15% | −40,335−14.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 245,646 | $10.6M | 0.03% | +9,393+4.0% | Added |
| DnB Asset Management AS | 251,955 | $10.8M | 0.08% | +19,830+8.5% | Added |
| Stieven Capital Advisors, L.P. | 253,000 | $10.9M | 1.96% | +500+0.2% | Added |
| Hunter Perkins Capital Management, LLC | 258,456 | $11.1M | 2.53% | +258,456 | New |
| Montag A & Associates Inc | 261,667 | $11.3M | 0.75% | −22,942−8.1% | Reduced |
| Bryn Mawr Trust Co | 263,182 | $11.3M | 0.51% | +680.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 263,687 | $11.3M | 0.06% | +688+0.3% | Added |
| IFM Investors Pty Ltd | 264,063 | $11.4M | 0.19% | +34,262+14.9% | Added |
| MML Investors Services, LLC | 265,044 | $11.4M | 0.07% | +36,738+16.1% | Added |
| Chartwell Investment Partners, LLC | 265,752 | $11.4M | 0.45% | −2,583−1.0% | Reduced |
| Ledyard National Bank | 267,177 | $11.5M | 1.35% | −2,927−1.1% | Reduced |
| Pinnacle Financial Partners Inc | 267,713 | $11.5M | 0.33% | −44,887−14.4% | Reduced |
| Verity & Verity, LLC | 277,635 | $11.9M | 1.56% | +14,316+5.4% | Added |
| Delta Asset Management LLC | 278,420 | $12.0M | 1.30% | −963−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 281,987 | $12.1M | 0.64% | +23,934+9.3% | Added |
| Creative Planning | 283,374 | $12.2M | 0.02% | +11,588+4.3% | Added |
| Haverford Trust Co | 284,652 | $12.2M | 0.15% | −14,100−4.7% | Reduced |
| Natixis Advisors, L.P. | 289,640 | $12.5M | 0.05% | −155,347−34.9% | Reduced |
| CIBC Asset Management Inc | 292,267 | $12.6M | 0.05% | −4,529−1.5% | Reduced |
| Peapack Gladstone Financial Corp | 295,526 | $12.7M | 0.25% | −8,014−2.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 304,168 | $13.1M | 0.04% | −66,109−17.9% | Reduced |
| Janus Henderson Group PLC | 304,890 | $13.1M | 0.01% | +20,341+7.1% | Added |
| United Capital Financial Advisers, LLC | 306,382 | $13.2M | 0.07% | +5,695+1.9% | Added |
| Public Sector Pension Investment Board | 307,621 | $13.2M | 0.11% | +41,157+15.4% | Added |
| Tower Bridge Advisors | 310,382 | $13.4M | 1.11% | −2,562−0.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 310,939 | $13.4M | 0.26% | +50,725+19.5% | Added |
| Raymond James Trust N.A. | 314,243 | $13.5M | 0.45% | +7,947+2.6% | Added |
| ProShare Advisors LLC | 315,828 | $13.6M | 0.05% | +67,485+27.2% | Added |
| Forsta Ap-Fonden | 318,100 | $13.7M | 0.15% | +38,100+13.6% | Added |
| Handelsbanken Fonder AB | 319,170 | $13.7M | 0.09% | +3,181+1.0% | Added |
| Comerica Bank | 293,977 | $13.9M | 0.11% | −5,634−1.9% | Reduced |
| Wesbanco Bank Inc | 322,152 | $13.9M | 0.62% | +78,753+32.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 331,516 | $14.3M | 1.10% | −5,160−1.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 334,354 | $14.4M | 0.20% | −26,844−7.4% | Reduced |
| CI Private Wealth, LLC | 335,042 | $14.4M | 0.05% | +335,042 | New |
| Oppenheimer Asset Management Inc. | 337,744 | $14.5M | 0.23% | −178,822−34.6% | Reduced |
| Tweedy, Browne Co LLC | 339,199 | $14.6M | 0.78% | −479,705−58.6% | Reduced |
| Crawford Investment Counsel Inc | 343,486 | $14.8M | 0.32% | +332,520+3,032.3% | Added |
| MetLife Investment Management | 346,566 | $14.9M | 0.11% | −5,580−1.6% | Reduced |
| Amalgamated Bank | 347,817 | $15.0M | 0.13% | +4,449+1.3% | Added |
| American Assets Investment Management, LLC | 354,000 | $15.2M | 1.77% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 354,516 | $15.3M | 1.54% | +80,901+29.6% | Added |
| State of Michigan Retirement System | 360,543 | $15.5M | 0.11% | +1,600+0.4% | Added |
| Arizona State Retirement System | 361,405 | $15.6M | 0.15% | −508−0.1% | Reduced |
| Nomura Asset Management Co Ltd | 367,206 | $15.8M | 0.09% | +21,965+6.4% | Added |
| Godsey & Gibb Associates | 367,904 | $15.8M | 3.00% | +367,904 | New |
| Guggenheim Capital LLC | 368,009 | $15.8M | 0.14% | +38,887+11.8% | Added |
| Whittier Trust Co | 369,463 | $15.9M | 0.31% | +732+0.2% | Added |
| Fifth Third Bancorp | 370,608 | $15.9M | 0.08% | −147,004−28.4% | Reduced |
| Advisors Asset Management, Inc. | 371,483 | $16.0M | 0.33% | +13,592+3.8% | Added |
| First Long Island Investors, LLC | 375,105 | $16.1M | 1.69% | −22,211−5.6% | Reduced |
| Salem Investment Counselors Inc | 385,252 | $16.6M | 0.71% | +1,466+0.4% | Added |