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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 5,780 | $248.7K | 0.02% | −71−1.2% | Reduced |
| TrinityPoint Wealth, LLC | 5,787 | $249.0K | 0.06% | +165+2.9% | Added |
| Capital Square, LLC | 5,824 | $250.6K | 0.23% | +40+0.7% | Added |
| Quent Capital, LLC | 5,865 | $252.4K | 0.05% | +3,124+114.0% | Added |
| Cassaday & Co Wealth Management LLC | 5,895 | $253.7K | 0.01% | +5,895 | New |
| Goepper Burkhardt LLC | 5,951 | $256.1K | 0.18% | −100−1.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,997 | $258.1K | 0.00% | −439−6.8% | Reduced |
| Patriot Investment Management Inc. | 5,293 | $258.5K | 0.02% | 00.0% | Unchanged |
| Montecito Bank & Trust | 6,044 | $260.0K | 0.06% | −423−6.5% | Reduced |
| Taylor Hoffman Wealth Management | 6,060 | $260.8K | 0.16% | −13,939−69.7% | Reduced |
| Gladstone Institutional Advisory LLC | 6,084 | $261.8K | 0.02% | −3,162−34.2% | Reduced |
| Western Wealth Management, LLC | 6,099 | $262.5K | 0.03% | −7,037−53.6% | Reduced |
| One River Asset Management, LLC | 6,110 | $263.7K | 0.18% | +6,110 | New |
| ASB Consultores, LLC | 6,138 | $264.1K | 0.11% | −1,639−21.1% | Reduced |
| Ballew Advisors, Inc | 5,602 | $264.3K | 0.20% | −1,525−21.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,172 | $265.6K | 0.16% | −429−6.5% | Reduced |
| Chiron Capital Management, LLC | 6,200 | $266.8K | 0.19% | +600+10.7% | Added |
| Augustine Asset Management Inc | 6,205 | $267.0K | 0.15% | −93−1.5% | Reduced |
| Argent Capital Management LLC | 6,215 | $267.4K | 0.01% | −3,749−37.6% | Reduced |
| Annapolis Financial Services, LLC | 6,215 | $267.4K | 0.09% | −343−5.2% | Reduced |
| Connors Investor Services Inc | 6,220 | $267.6K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 6,221 | $267.7K | 0.07% | −5,887−48.6% | Reduced |
| ARGI Investment Services, LLC | 6,248 | $269.0K | 0.01% | −114−1.8% | Reduced |
| Keudell/Morrison Wealth Management | 6,259 | $269.3K | 0.09% | −203−3.1% | Reduced |
| Cozad Asset Management Inc | 6,280 | $270.2K | 0.04% | −1,660−20.9% | Reduced |
| Emfo, LLC | 6,315 | $271.7K | 0.27% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 6,355 | $273.5K | 0.02% | +6,355 | New |
| Benin Management CORP | 6,448 | $277.5K | 0.11% | −50−0.8% | Reduced |
| Thrive Wealth Management, LLC | 6,453 | $277.7K | 0.08% | +1,424+28.3% | Added |
| Horizon Financial Services, LLC | 6,494 | $279.4K | 0.24% | 00.0% | Unchanged |
| David Loasby | 6,038 | $280.0K | 0.04% | +6,038 | New |
| Canton Hathaway, LLC | 6,516 | $280.0K | 0.10% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 6,516 | $280.4K | 0.11% | −906−12.2% | Reduced |
| Veracity Capital LLC | 6,518 | $280.5K | 0.13% | −580−8.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,518 | $280.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6,556 | $282.1K | 0.03% | +6,555+655,500.0% | Added |
| Community Bank & Trust, Waco, Texas | 6,619 | $285.0K | 0.09% | +357+5.7% | Added |
| Insigneo Advisory Services, LLC | 6,650 | $286.0K | 0.11% | +6,650 | New |
| Mendel Money Management | 6,694 | $288.0K | 0.16% | +22+0.3% | Added |
| TCWP LLC | 6,731 | $289.6K | 0.06% | +496+8.0% | Added |
| Parkside Financial Bank & Trust | 6,753 | $290.6K | 0.08% | +430+6.8% | Added |
| SageView Advisory Group, LLC | 6,797 | $292.5K | 0.02% | +6,797 | New |
| Money Concepts Capital Corp | 6,800 | $292.6K | 0.01% | +6,302+1,265.5% | Added |
| Formidable Asset Management, LLC | 6,807 | $293.0K | 0.07% | +505+8.0% | Added |
| Tobam | 6,867 | $295.0K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 6,870 | $295.8K | 0.02% | +666+10.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 6,908 | $297.3K | 0.29% | +362+5.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,945 | $298.8K | 0.04% | −1,208−14.8% | Reduced |
| Silver Oak Securities, Inc | 6,941 | $299.0K | 0.06% | −505−6.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,949 | $299.0K | 0.10% | +6,949 | New |
| Sage Mountain Advisors LLC | 6,986 | $300.6K | 0.07% | +1,532+28.1% | Added |
| LMCG Investments, LLC | 7,014 | $301.8K | 0.02% | +12+0.2% | Added |
| Vigilant Capital Management, LLC | 7,020 | $302.0K | 0.03% | −324−4.4% | Reduced |
| Rock Point Advisors, LLC | 7,050 | $303.0K | 0.10% | −300−4.1% | Reduced |
| Flagship Harbor Advisors, LLC | 7,065 | $304.0K | 0.03% | +1,991+39.2% | Added |
| Johnson Investment Counsel Inc | 7,071 | $304.3K | 0.00% | +2,185+44.7% | Added |
| Select Asset Management & Trust | 7,097 | $305.0K | 0.37% | −275−3.7% | Reduced |
| Aquatic Capital Management LLC | 7,100 | $306.0K | 0.02% | −41,100−85.3% | Reduced |
| 1620 Investment Advisors, Inc. | 7,127 | $306.7K | 0.37% | +196+2.8% | Added |
| 180 Wealth Advisors, LLC | 6,278 | $306.7K | 0.07% | −3,541−36.1% | Reduced |
| Pinnacle Holdings, LLC | 7,143 | $307.4K | 0.14% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 7,145 | $307.4K | 0.09% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,163 | $308.2K | 0.05% | +152+2.2% | Added |
| Loudon Investment Management, LLC | 7,166 | $308.4K | 0.22% | +1,131+18.7% | Added |
| Bristlecone Advisors, LLC | 7,249 | $311.9K | 0.04% | +1,024+16.4% | Added |
| Meridian Financial Partners LLC | 6,565 | $313.0K | 0.35% | +85+1.3% | Added |
| Ambassador Advisors, LLC | 7,283 | $313.4K | 0.07% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 7,285 | $313.5K | 0.00% | +64+0.9% | Added |
| Smithfield Trust Co | 7,265 | $314.0K | 0.02% | +160+2.3% | Added |
| Occidental Asset Management, LLC | 7,317 | $314.9K | 0.09% | +850+13.1% | Added |
| Washington Capital Management Inc | 7,321 | $315.0K | 0.29% | 00.0% | Unchanged |
| Davis R M Inc | 7,390 | $318.0K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,385 | $318.0K | 0.01% | +87+1.2% | Added |
| Boltwood Capital Management | 7,400 | $318.4K | 0.13% | +290+4.1% | Added |
| Day & Ennis, LLC | 7,451 | $320.6K | 0.12% | 00.0% | Unchanged |
| Premier Asset Management LLC | 7,524 | $323.8K | 0.41% | +1,154+18.1% | Added |
| ICA Group Wealth Management, LLC | 7,551 | $324.9K | 0.08% | −49−0.6% | Reduced |
| Carson Advisory Inc. | 7,569 | $325.7K | 0.31% | +1,014+15.5% | Added |
| Main Street Financial Solutions, LLC | 7,569 | $325.7K | 0.05% | +774+11.4% | Added |
| Family Legacy, Inc. | 6,680 | $325.9K | 0.14% | −549−7.6% | Reduced |
| BSW Wealth Partners | 7,572 | $326.0K | 0.07% | +7,572 | New |
| Lindbrook Capital, LLC | 7,622 | $328.0K | 0.04% | +2,607+52.0% | Added |
| Parallel Advisors, LLC | 7,623 | $328.0K | 0.01% | −6,426−45.7% | Reduced |
| Madison Wealth Management | 7,629 | $328.3K | 0.08% | −359−4.5% | Reduced |
| Thrive Capital Management, LLC | 7,640 | $328.7K | 0.21% | +631+9.0% | Added |
| Nicolet Bankshares Inc | 19,483 | $329.6K | 0.11% | −1,208−5.8% | Reduced |
| Systematic Financial Management LP | 7,659 | $329.6K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 7,718 | $332.1K | 0.15% | +7,718 | New |
| Gemmer Asset Management LLC | 7,742 | $333.1K | 0.05% | +57+0.7% | Added |
| Advisory Alpha, LLC | 7,750 | $333.5K | 0.02% | −1,565−16.8% | Reduced |
| Naples Global Advisors, LLC | 7,751 | $333.5K | 0.04% | −258−3.2% | Reduced |
| Abacus Planning Group, Inc. | 7,781 | $334.8K | 0.09% | −174−2.2% | Reduced |
| Alliance Wealth Advisors, LLC | 7,844 | $337.5K | 0.28% | +3,083+64.8% | Added |
| Calton & Associates, Inc. | 7,889 | $339.5K | 0.13% | +7,889 | New |
| Renasant Bank | 7,903 | $340.1K | 0.26% | −204−2.5% | Reduced |
| Gateway Investment Advisers LLC | 7,916 | $340.6K | 0.00% | +2,182+38.1% | Added |
| Woodward Diversified Capital, LLC | 7,943 | $341.8K | 0.28% | −791−9.1% | Reduced |
| Eudaimonia Partners, LLC | 7,975 | $343.2K | 0.08% | −6,285−44.1% | Reduced |
| Kingfisher Capital LLC | 7,994 | $344.0K | 0.09% | −1,196−13.0% | Reduced |
| Segall Bryant & Hamill, LLC | 8,013 | $344.0K | 0.00% | −852−9.6% | Reduced |