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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 8,000 | $344.0K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 8,002 | $344.0K | 0.32% | +2,154+36.8% | Added |
| International Assets Investment Management, LLC | 8,911 | $344.1K | 0.04% | +8,911 | New |
| Wagner Wealth Management, LLC | 8,001 | $344.3K | 0.21% | +343+4.5% | Added |
| Hall Private Wealth Advisors | 8,009 | $344.6K | 0.20% | +8,009 | New |
| Benjamin Edwards Inc | 8,010 | $345.0K | 0.09% | −1,160−12.6% | Reduced |
| Perigon Wealth Management, LLC | 8,090 | $348.1K | 0.02% | +8,090 | New |
| Xcel Wealth Management, LLC | 8,122 | $349.5K | 0.14% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,154 | $350.9K | 0.14% | −241−2.9% | Reduced |
| Power Corp of Canada | 8,176 | $351.8K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 8,215 | $353.5K | 0.02% | +1,810+28.3% | Added |
| Quadrant Capital Group LLC | 8,216 | $353.5K | 0.04% | −565−6.4% | Reduced |
| Eagle Global Advisors LLC | 8,217 | $353.6K | 0.02% | −3,175−27.9% | Reduced |
| NewSquare Capital LLC | 8,240 | $354.6K | 0.04% | −117−1.4% | Reduced |
| Vise Technologies, Inc. | 8,249 | $355.0K | 0.11% | +1,959+31.1% | Added |
| Institute for Wealth Management, LLC. | 8,273 | $356.0K | 0.08% | −430−4.9% | Reduced |
| Sigma Planning Corp | 8,297 | $357.0K | 0.01% | −1,744−17.4% | Reduced |
| Peachtree Investment Partners, LLC | 8,298 | $357.1K | 0.22% | +8,298 | New |
| ARS Wealth Advisors Group, LLC | 8,306 | $357.4K | 0.06% | +8,306 | New |
| Cypress Wealth Services, LLC | 8,330 | $358.4K | 0.12% | +8,330 | New |
| Fulton Breakefield Broenniman LLC | 8,339 | $358.8K | 0.03% | +8,339 | New |
| Verus Financial Partners, Inc. | 7,274 | $359.3K | 0.05% | −806−10.0% | Reduced |
| TrueWealth Advisors, LLC | 8,382 | $360.7K | 0.16% | +1,052+14.4% | Added |
| Rollins Financial | 8,429 | $362.7K | 0.14% | +8,429 | New |
| Fortis Advisors, LLC | 8,448 | $363.5K | 0.28% | −1,780−17.4% | Reduced |
| Shelton Capital Management | 8,471 | $364.5K | 0.04% | −1,745−17.1% | Reduced |
| RNC Capital Management LLC | 8,481 | $365.0K | 0.02% | −679,259−98.8% | Reduced |
| Altrius Capital Management Inc | 8,486 | $365.2K | 0.11% | +8,486 | New |
| Private Capital Management, LLC | 8,500 | $365.8K | 0.05% | +8,500 | New |
| Birmingham Capital Management Co Inc | 8,544 | $367.6K | 0.14% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,550 | $367.9K | 0.07% | +3,392+65.8% | Added |
| Fox Run Management, L.L.C. | 8,575 | $369.0K | 0.15% | +8,575 | New |
| FSB Premier Wealth Management, Inc. | 8,639 | $371.8K | 0.20% | +299+3.6% | Added |
| Qtron Investments LLC | 8,680 | $373.5K | 0.08% | −2,139−19.8% | Reduced |
| Centaurus Financial, Inc. | 8,711 | $375.0K | 0.04% | −425−4.7% | Reduced |
| Mill Capital Management, LLC | 8,719 | $375.2K | 0.04% | −257−2.9% | Reduced |
| Gilbert & Cook, Inc. | 8,729 | $375.6K | 0.07% | +150+1.7% | Added |
| Alliance Wealth Advisors, LLC | 8,811 | $379.1K | 0.17% | +8,811 | New |
| Mountain Pacific Investment Advisers Inc | 8,842 | $380.5K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 8,877 | $382.0K | 0.02% | +1,143+14.8% | Added |
| Conning Inc. | 8,910 | $383.4K | 0.01% | −1,369−13.3% | Reduced |
| Kovack Advisors, Inc. | 8,942 | $384.8K | 0.06% | −227−2.5% | Reduced |
| Summit Trail Advisors, LLC | 8,944 | $384.9K | 0.02% | −115−1.3% | Reduced |
| EP Wealth Advisors, LLC | 8,954 | $385.3K | 0.01% | +8,954 | New |
| Hayek Kallen Investment Management | 9,047 | $389.0K | 0.18% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9,063 | $390.0K | 0.01% | −2,715−23.1% | Reduced |
| Bartlett & Co. LLC | 9,063 | $390.0K | 0.01% | −2,715−23.1% | Reduced |
| Financial Advocates Investment Management | 9,071 | $390.3K | 0.03% | +306+3.5% | Added |
| Nwam LLC | 9,084 | $390.9K | 0.03% | +203+2.3% | Added |
| TD Ameritrade Investment Management, LLC | 9,081 | $391.0K | 0.00% | −3,122−25.6% | Reduced |
| Transform Wealth, LLC | 9,088 | $391.1K | 0.04% | −24,120−72.6% | Reduced |
| Parthenon LLC | 9,112 | $392.1K | 0.06% | 00.0% | Unchanged |
| Capital City Trust Co | 9,175 | $394.8K | 0.13% | −828−8.3% | Reduced |
| Fiducient Advisors LLC | 9,211 | $396.3K | 0.12% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,274 | $399.0K | 0.01% | −90,068−90.7% | Reduced |
| NFP Retirement, Inc. | 9,300 | $400.2K | 0.09% | +9+0.1% | Added |
| Enterprise Financial Services Corp | 9,320 | $401.0K | 0.28% | +1,926+26.0% | Added |
| RMR Wealth Builders | 9,325 | $401.3K | 0.09% | 00.0% | Unchanged |
| Everett Harris & Co | 9,351 | $402.0K | 0.01% | +9,351 | New |
| Ferguson Shapiro LLC | 9,355 | $402.5K | 0.29% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 8,415 | $403.2K | 0.21% | −11,340−57.4% | Reduced |
| AM Squared Ltd | 9,400 | $404.5K | 0.27% | +9,400 | New |
| Hancock Whitney Corp | 9,430 | $405.0K | 0.02% | −4,334−31.5% | Reduced |
| Wrapmanager Inc | 9,403 | $405.0K | 0.13% | −4,100−30.4% | Reduced |
| Southeast Asset Advisors Inc. | 9,443 | $406.3K | 0.06% | +30.0% | Added |
| Northern Financial Advisors Inc | 9,508 | $409.1K | 0.46% | +9,508 | New |
| Islay Capital Management, LLC | 9,526 | $409.9K | 0.47% | +100+1.1% | Added |
| Baker Tilly Wealth Management, LLC | 9,537 | $410.4K | 0.05% | −1,160−10.8% | Reduced |
| Summit Asset Management, LLC | 9,537 | $410.4K | 0.12% | +13+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 9,561 | $411.4K | 0.03% | +1,091+12.9% | Added |
| Mount Yale Investment Advisors, LLC | 9,568 | $411.7K | 0.05% | +275+3.0% | Added |
| Continuum Advisory, LLC | 9,597 | $413.0K | 0.07% | +9,597 | New |
| Peoples Bank | 9,617 | $413.8K | 0.27% | −132−1.4% | Reduced |
| Good Life Advisors, LLC | 9,663 | $415.8K | 0.06% | −357−3.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 9,667 | $416.0K | 0.31% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 9,737 | $419.0K | 0.03% | +737+8.2% | Added |
| Gratus Capital LLC | 9,744 | $419.3K | 0.03% | −303−3.0% | Reduced |
| Chicago Trust Co NA | 9,876 | $425.0K | 0.11% | +4,374+79.5% | Added |
| Carr Financial Group Corp | 9,924 | $427.0K | 0.22% | +9,924 | New |
| Guyasuta Investment Advisors Inc | 9,942 | $427.8K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 9,949 | $428.0K | 0.15% | −274−2.7% | Reduced |
| ForthRight Wealth Management, LLC | 9,963 | $428.7K | 0.22% | −1,726−14.8% | Reduced |
| American Assets Inc | 10,000 | $430.3K | 0.16% | 00.0% | Unchanged |
| Busey Wealth Management | 10,005 | $430.5K | 0.02% | −59−0.6% | Reduced |
| Carolinas Wealth Consulting LLC | 10,142 | $436.4K | 0.10% | +772+8.2% | Added |
| Coastal Investment Advisors, Inc. | 10,168 | $437.5K | 0.11% | −1,133−10.0% | Reduced |
| 1st Source Bank | 10,180 | $438.0K | 0.03% | −32−0.3% | Reduced |
| BDO Wealth Advisors, LLC | 10,188 | $438.4K | 0.05% | +859+9.2% | Added |
| Beacon Investment Advisors LLC | 10,226 | $440.1K | 0.37% | +10,226 | New |
| Two Sigma Securities, LLC | 10,241 | $440.7K | 0.06% | +10,241 | New |
| Symmetry Partners, LLC | 10,267 | $442.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10,273 | $442.0K | 0.09% | +1,342+15.0% | Added |
| Triad Financial Advisors, Inc. | 10,278 | $442.3K | 0.20% | −152−1.5% | Reduced |
| Canandaigua National Corp | 10,286 | $443.0K | 0.08% | +379+3.8% | Added |
| V Wealth Advisors LLC | 10,369 | $446.2K | 0.09% | −13,562−56.7% | Reduced |
| Oak Associates, Ltd | 10,375 | $446.4K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 10,389 | $447.0K | 0.02% | +306+3.0% | Added |
| Live Oak Private Wealth LLC | 10,452 | $449.8K | 0.09% | −123−1.2% | Reduced |
| Proequities, Inc. | 10,495 | $451.6K | 0.04% | +419+4.2% | Added |
| Legacy Wealth Asset Management, LLC | 10,496 | $451.6K | 0.17% | +265+2.6% | Added |