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 |
|---|---|---|---|---|---|
| M&R Capital Management Inc | 3,531 | $152.0K | 0.04% | −534−13.1% | Reduced |
| CoreCap Advisors, LLC | 3,539 | $152.3K | 0.01% | +3,539 | New |
| Glassy Mountain Advisors, Inc. | 3,586 | $154.3K | 0.08% | +3,586 | New |
| Payden & Rygel | 3,600 | $155.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,600 | $155.0K | 0.09% | 00.0% | Unchanged |
| United Community Bank | 3,610 | $155.3K | 0.15% | −310−7.9% | Reduced |
| Ci Investments Inc. | 3,727 | $160.0K | 0.00% | +1,951+109.9% | Added |
| Prestige Wealth Management Group LLC | 3,749 | $161.3K | 0.04% | +9+0.2% | Added |
| Pittenger & Anderson Inc | 3,804 | $163.7K | 0.01% | −166−4.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,842 | $165.3K | 0.09% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,862 | $166.2K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 3,909 | $168.0K | 0.01% | +45+1.2% | Added |
| Desjardins Global Asset Management Inc. | 4,063 | $174.0K | 0.03% | +33+0.8% | Added |
| MV Capital Management, Inc. | 4,174 | $179.6K | 0.03% | −111−2.6% | Reduced |
| Arlington Partners LLC | 4,237 | $182.3K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4,385 | $188.7K | 0.05% | +305+7.5% | Added |
| DuPont Capital Management Corp | 4,404 | $189.5K | 0.01% | +2,042+86.5% | Added |
| Wellington Shields & Co., LLC | 4,455 | $191.7K | 0.04% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $194.0K | 0.36% | – | New |
| Dakota Community Bank & Trust NA | 4,555 | $196.0K | 1.11% | −673−12.9% | Reduced |
| Glassman Wealth Services | 4,590 | $197.5K | 0.04% | −215−4.5% | Reduced |
| Home Federal Bank of Tennessee | 4,661 | $200.6K | 0.08% | 00.0% | Unchanged |
| Truadvice, LLC | 4,254 | $200.6K | 0.11% | −478−10.1% | Reduced |
| TD Waterhouse Canada Inc. | 4,527 | $201.7K | 0.00% | −448−9.0% | Reduced |
| Dynamic Advisor Solutions LLC | 4,689 | $201.8K | 0.01% | −18,714−80.0% | Reduced |
| LexAurum Advisors, LLC | 4,696 | $202.1K | 0.07% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 4,700 | $202.2K | 0.14% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 4,703 | $202.3K | 0.14% | +3+0.1% | Added |
| Nations Financial Group Inc, | 4,717 | $203.0K | 0.02% | +4,717 | New |
| Sentry Investment Management LLC | 4,712 | $203.0K | 0.09% | −4,197−47.1% | Reduced |
| Principle Wealth Partners LLC | 4,721 | $203.1K | 0.02% | +4,721 | New |
| Stillwater Investment Management, LLC | 4,728 | $203.5K | 0.06% | +52+1.1% | Added |
| Joule Financial, LLC | 4,729 | $203.5K | 0.13% | +4,729 | New |
| Investment Research & Advisory Group, Inc. | 4,735 | $203.8K | 0.14% | −5,785−55.0% | Reduced |
| Amplius Wealth Advisors, LLC | 200,303 | $203.9K | 0.03% | −292−0.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,736 | $204.0K | 0.00% | +75+1.6% | Added |
| Morris Financial Concepts, Inc. | 4,753 | $204.5K | 0.17% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 4,798 | $206.0K | 0.15% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 4,812 | $207.1K | 0.10% | −247−4.9% | Reduced |
| Insight Advisors, LLC | 4,776 | $208.4K | 0.07% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,856 | $209.0K | 0.06% | +1,270+35.4% | Added |
| New Republic Capital, LLC | 4,870 | $209.6K | 0.17% | +4,870 | New |
| Dorsey & Whitney Trust CO LLC | 4,880 | $210.0K | 0.02% | +4,880 | New |
| First Foundation Advisors | 4,885 | $210.2K | 0.01% | −1,360−21.8% | Reduced |
| Riverview Trust Co | 4,893 | $211.0K | 0.20% | −2,219−31.2% | Reduced |
| Stewardship Advisors, LLC | 4,909 | $211.2K | 0.09% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,914 | $211.4K | 0.01% | +4,914 | New |
| Inceptionr LLC | 4,957 | $213.3K | 0.11% | +4,957 | New |
| Hamilton Capital, LLC | 4,963 | $213.6K | 0.01% | +4,963 | New |
| Tocqueville Asset Management L.P. | 4,994 | $214.9K | 0.00% | 00.0% | Unchanged |
| CFO4Life, L.P. | 5,024 | $216.2K | 0.05% | +5,024 | New |
| CFO4Life Group, LLC | 5,024 | $216.2K | 0.05% | +5,024 | New |
| Oakworth Capital, Inc. | 5,036 | $216.7K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,040 | $217.0K | 0.15% | +1,386+37.9% | Added |
| J. L. Bainbridge & Co., Inc. | 5,055 | $217.5K | 0.03% | −86−1.7% | Reduced |
| Toth Financial Advisory Corp | 5,056 | $217.6K | 0.04% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 5,115 | $217.6K | 0.02% | −718−12.3% | Reduced |
| Sutton Wealth Advisors Inc. | 5,068 | $218.1K | 0.08% | −146−2.8% | Reduced |
| Acorn Financial Advisory Services Inc | 5,117 | $220.2K | 0.05% | +5,117 | New |
| Financial Partners Group, LLC | 5,154 | $221.8K | 0.13% | +5,154 | New |
| HC Advisors, LLC | 5,174 | $222.7K | 0.15% | +4+0.1% | Added |
| Next Level Private LLC | 4,868 | $223.0K | 0.16% | +4,868 | New |
| SC&H Financial Advisors, Inc. | 5,183 | $223.0K | 0.09% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,200 | $223.8K | 0.05% | +5,200 | New |
| Meyer Handelman Co | 5,200 | $223.8K | 0.01% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 5,212 | $224.3K | 0.18% | −440−7.8% | Reduced |
| Second Half Financial Partners, LLC | 4,583 | $226.4K | 0.15% | +4,583 | New |
| Cornerstone Wealth Group, LLC | 5,266 | $226.6K | 0.04% | −210−3.8% | Reduced |
| Harbour Investments, Inc. | 5,276 | $227.0K | 0.01% | +718+15.8% | Added |
| New Jersey Better Educational Savings Trust | 5,292 | $227.7K | 0.67% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 5,298 | $228.0K | 0.08% | −12−0.2% | Reduced |
| AlphaMark Advisors, LLC | 5,302 | $228.0K | 0.11% | +622+13.3% | Added |
| Atlas Wealth Partners, LLC | 4,550 | $228.0K | 1.41% | +4,550 | New |
| Baron Wealth Management LLC | 5,312 | $228.6K | 0.18% | +5,312 | New |
| Northside Capital Management, LLC | 5,313 | $228.6K | 0.07% | +5,313 | New |
| Oxford Financial Group Ltd | 5,315 | $228.7K | 0.03% | +5,315 | New |
| Samalin Investment Counsel, LLC | 5,333 | $229.5K | 0.15% | +259+5.1% | Added |
| Blueshift Asset Management, LLC | 5,367 | $230.9K | 0.11% | +412+8.3% | Added |
| Millennium Capital Advisors, LLC | 5,400 | $232.4K | 0.23% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 5,408 | $232.7K | 0.16% | +5,408 | New |
| Cerro Pacific Wealth Advisors LLC | 5,417 | $233.1K | 0.12% | +5,417 | New |
| Aviance Capital Partners, LLC | 5,448 | $234.4K | 0.05% | +123+2.3% | Added |
| Mirabella Financial Services LLP | 5,449 | $234.5K | 0.02% | +627+13.0% | Added |
| Riverwater Partners LLC | 5,449 | $234.5K | 0.20% | +5,449 | New |
| Optimum Investment Advisors | 5,474 | $235.5K | 0.13% | −400−6.8% | Reduced |
| Accurate Wealth Management, LLC | 5,129 | $235.9K | 0.09% | −40−0.8% | Reduced |
| Southern Capital Advisors, LLC | 5,496 | $236.5K | 0.18% | +62+1.1% | Added |
| Washington Trust Bank | 5,511 | $237.0K | 0.03% | +5,511 | New |
| Cornerstone Management, Inc. | 5,521 | $237.6K | 0.07% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,523 | $237.7K | 0.02% | +5,523 | New |
| HHM Wealth Advisors, LLC | 5,527 | $237.8K | 0.05% | −413−7.0% | Reduced |
| Strategic Wealth Designers | 5,205 | $238.1K | 0.06% | −93−1.8% | Reduced |
| Hartford Financial Management Inc. | 5,549 | $238.8K | 0.06% | 00.0% | Unchanged |
| Country Club Bank | 5,661 | $243.6K | 0.02% | +11+0.2% | Added |
| Central Bank & Trust Co | 5,673 | $244.1K | 0.05% | +373+7.0% | Added |
| Aua Capital Management, LLC | 5,680 | $244.4K | 0.17% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 5,699 | $245.2K | 0.13% | −984−14.7% | Reduced |
| Sargent Bickham Lagudis LLC | 5,739 | $246.9K | 0.02% | −2,792−32.7% | Reduced |
| Bremer Bank National Association | 5,741 | $247.0K | 0.05% | −3,786−39.7% | Reduced |
| Evercore Wealth Management, LLC | 5,763 | $248.0K | 0.01% | −17−0.3% | Reduced |