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 |
|---|---|---|---|---|---|
| Retirement Financial Solutions, LLC | 497 | $21.4K | 0.02% | +497 | New |
| Old Second National Bank of Aurora | 500 | $21.5K | 0.01% | −663−57.0% | Reduced |
| Financial Perspectives, Inc | 505 | $21.7K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 525 | $22.6K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 525 | $23.0K | 0.00% | −147−21.9% | Reduced |
| Peoples Financial Services Corp. | 544 | $23.4K | 0.01% | 00.0% | Unchanged |
| City State Bank | 550 | $24.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 598 | $26.0K | 0.01% | −317−34.6% | Reduced |
| Elequin Capital LP | 608 | $26.2K | 0.01% | +608 | New |
| Webster Bank, N. A. | 639 | $27.0K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 653 | $28.1K | 0.02% | +653 | New |
| Hanson & Doremus Investment Management | 683 | $29.0K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 683 | $29.0K | 0.01% | +683 | New |
| Norwood Financial Corp | 699 | $30.1K | 0.05% | 00.0% | Unchanged |
| AXS Investments LLC | 730 | $31.4K | 0.01% | +730 | New |
| Earnest Partners LLC | 745 | $32.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 745 | $32.1K | 0.03% | +15+2.1% | Added |
| Newbridge Financial Services Group, Inc. | 759 | $32.7K | 0.02% | +136+21.8% | Added |
| Tradition Wealth Management, LLC | 775 | $33.0K | 0.00% | +12+1.6% | Added |
| Armstrong Advisory Group, Inc | 775 | $33.3K | 0.00% | +775 | New |
| First Personal Financial Services | 777 | $33.4K | 0.01% | −418−35.0% | Reduced |
| Cutler Group LP | 854 | $36.0K | 0.00% | −1,092−56.1% | Reduced |
| Column Capital Advisors, LLC | 852 | $36.7K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 853 | $37.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 869 | $37.4K | 0.01% | −11−1.3% | Reduced |
| Wellington Shields Capital Management, LLC | 875 | $37.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 805 | $38.4K | 0.02% | +805 | New |
| Exchange Traded Concepts, LLC | 960 | $41.3K | 0.00% | −4,670−82.9% | Reduced |
| Rosenberg Matthew Hamilton | 975 | $41.9K | 0.01% | +2+0.2% | Added |
| Capital Advisors, Ltd. LLC | 2,263 | $42.0K | 0.01% | +1,861+462.9% | Added |
| Plante Moran Financial Advisors, LLC | 977 | $42.1K | 0.01% | +33+3.5% | Added |
| CKW Financial Group | 1,000 | $43.0K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,011 | $43.5K | 0.01% | +1,011 | New |
| Westside Investment Management, Inc. | 1,070 | $46.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,096 | $47.2K | 0.00% | −15−1.4% | Reduced |
| RWM Asset Management, LLC | 1,107 | $47.6K | 0.01% | +6+0.5% | Added |
| Evolution Advisers, Inc. | 1,192 | $50.0K | 0.04% | +76+6.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,228 | $53.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 1,273 | $54.8K | 0.03% | +173+15.7% | Added |
| Highlander Capital Management, LLC | 1,280 | $55.0K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,290 | $55.5K | 0.05% | +465+56.4% | Added |
| American State Bank (Iowa) | 1,294 | $55.7K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,293 | $56.0K | 0.00% | −46−3.4% | Reduced |
| TCI Wealth Advisors, Inc. | 1,314 | $56.5K | 0.01% | −283−17.7% | Reduced |
| Farther Finance Advisors, LLC | 1,319 | $56.8K | 0.02% | +1,319 | New |
| Clear Street Markets LLC | 1,342 | $58.0K | 0.01% | −7,760−85.3% | Reduced |
| Macroview Investment Management LLC | 1,391 | $59.8K | 0.10% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,445 | $62.2K | 0.03% | +1,445 | New |
| Ten Capital Wealth Advisors, LLC | 1,491 | $64.2K | 0.03% | 00.0% | Unchanged |
| American National Bank | 1,521 | $65.0K | 0.01% | −20−1.3% | Reduced |
| Halpern Financial, Inc. | 1,532 | $65.9K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 1,546 | $66.5K | 0.03% | +88+6.0% | Added |
| Stephens Consulting, LLC | 1,555 | $66.9K | 0.04% | −185−10.6% | Reduced |
| AllSquare Wealth Management LLC | 1,613 | $69.4K | 0.05% | +188+13.2% | Added |
| Arrow Financial Corp | 1,625 | $70.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,656 | $71.0K | 0.04% | −346−17.3% | Reduced |
| Front Row Advisors LLC | 1,653 | $71.0K | 0.04% | −2−0.1% | Reduced |
| Point72 Asset Management, L.P. | 1,704 | $73.3K | 0.00% | +1,704 | New |
| MayTech Global Investments, LLC | 1,706 | $73.4K | 0.02% | +1,706 | New |
| Zullo Investment Group, Inc. | 1,731 | $74.5K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 1,780 | $76.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,792 | $77.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,803 | $77.6K | 0.01% | +3+0.2% | Added |
| Monetary Management Group Inc | 1,830 | $78.7K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,846 | $79.0K | 0.03% | −141−7.1% | Reduced |
| Providence Capital Advisors, LLC | 1,857 | $79.9K | 0.02% | +1,452+358.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,873 | $80.6K | 0.00% | +1,873 | New |
| IMA Wealth, Inc. | 1,961 | $84.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,977 | $85.1K | 0.01% | −1,000−33.6% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $93.6K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,193 | $94.3K | 0.01% | +2+0.1% | Added |
| Harbor Investment Advisory, LLC | 2,252 | $96.9K | 0.02% | −643−22.2% | Reduced |
| Wellspring Financial Advisors, LLC | 2,406 | $103.5K | 0.03% | +2,406 | New |
| Headlands Technologies LLC | 2,426 | $104.0K | 0.08% | +2,426 | New |
| Loomis Sayles & Co L P | 2,519 | $108.0K | 0.00% | +458+22.2% | Added |
| Gables Capital Management Inc. | 2,531 | $108.9K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,628 | $113.1K | 0.02% | −1,063−28.8% | Reduced |
| Clear Investment Research, LLC | 2,677 | $115.0K | 0.22% | −160−5.6% | Reduced |
| Bank of New Hampshire | 2,692 | $116.0K | 0.03% | −595−18.1% | Reduced |
| Crewe Advisors LLC | 2,705 | $116.4K | 0.02% | +1,134+72.2% | Added |
| JJJ Advisors Inc. | 2,523 | $119.0K | 0.03% | −89−3.4% | Reduced |
| Covestor Ltd | 2,779 | $120.0K | 0.10% | +644+30.2% | Added |
| Proffitt & Goodson Inc | 2,815 | $121.1K | 0.03% | −143−4.8% | Reduced |
| Raffa Wealth Management, LLC | 2,823 | $121.5K | 0.05% | −1,066−27.4% | Reduced |
| Exos TFP Holdings LLC | 2,838 | $122.1K | 0.03% | +2,838 | New |
| SRS Capital Advisors, Inc. | 2,865 | $123.3K | 0.02% | −2,984−51.0% | Reduced |
| Boyd Watterson Asset Management LLC | 2,959 | $127.3K | 0.05% | +2,959 | New |
| Aspire Private Capital, LLC | 2,980 | $128.2K | 0.05% | +540+22.1% | Added |
| Deseret Mutual Benefit Administrators | 3,010 | $129.5K | 0.05% | −2,187−42.1% | Reduced |
| KB Financial Partners, LLC | 3,023 | $130.0K | 0.04% | −3−0.1% | Reduced |
| Tompkins Financial Corp | 3,080 | $132.0K | 0.02% | −166−5.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,092 | $133.0K | 0.12% | +19+0.6% | Added |
| Washington Trust Advisors, Inc. | 3,166 | $136.2K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 3,235 | $139.2K | 0.10% | −1,628−33.5% | Reduced |
| Ellevest, Inc. | 3,299 | $142.0K | 0.01% | −585−15.1% | Reduced |
| Gradient Investments LLC | 3,362 | $144.7K | 0.00% | −285,010−98.8% | Reduced |
| First Command Bank | 3,398 | $146.0K | 0.02% | −202−5.6% | Reduced |
| First Command Financial Services, Inc. | 3,398 | $146.0K | 0.02% | −202−5.6% | Reduced |
| Glen Eagle Advisors, LLC | 3,448 | $148.4K | 0.04% | −2,731−44.2% | Reduced |
| Mechanics Financial Corp | 3,495 | $150.0K | 0.09% | 00.0% | Unchanged |