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 |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 10,565 | $454.6K | 0.07% | −318−2.9% | Reduced |
| Quantitative Investment Management, LLC | 10,601 | $456.0K | 0.09% | +10,601 | New |
| CSM Advisors, LLC | 10,791 | $464.0K | 0.04% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 10,791 | $464.0K | 0.11% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 10,818 | $465.5K | 0.04% | +2,181+25.3% | Added |
| EverSource Wealth Advisors, LLC | 10,834 | $466.2K | 0.07% | −1,941−15.2% | Reduced |
| Biltmore Family Office, LLC | 10,888 | $468.5K | 0.10% | +1,295+13.5% | Added |
| First Commonwealth Financial Corp | 10,893 | $468.7K | 0.17% | +577+5.6% | Added |
| Northwest Bancshares, Inc. | 10,905 | $469.2K | 0.09% | −2,725−20.0% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,917 | $469.8K | 0.01% | +67+0.6% | Added |
| WealthTrust Axiom LLC | 10,924 | $470.1K | 0.16% | −10.0% | Reduced |
| Altus Wealth Group LLC | 10,994 | $473.1K | 0.36% | +615+5.9% | Added |
| NBT Bank N A | 11,013 | $473.9K | 0.07% | −881−7.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,071 | $476.0K | 0.06% | +3,000+37.2% | Added |
| Center For Asset Management LLC | 11,141 | $479.4K | 0.45% | +385+3.6% | Added |
| Private Advisor Group, LLC | 37,740 | $479.4K | 0.02% | −299−0.8% | Reduced |
| Shayne & Co., LLC | 11,184 | $481.2K | 0.27% | 00.0% | Unchanged |
| MAI Capital Management | 11,206 | $482.2K | 0.01% | +559+5.3% | Added |
| Merit Financial Group, LLC | 11,210 | $482.4K | 0.02% | −2,408−17.7% | Reduced |
| NorthRock Partners, LLC | 11,238 | $483.6K | 0.06% | −1,265−10.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,400 | $490.5K | 0.11% | +5,625+97.4% | Added |
| Keel Point, LLC | 11,435 | $492.0K | 0.08% | +298+2.7% | Added |
| New Hampshire Trust | 11,435 | $492.0K | 0.13% | +11,435 | New |
| Lumature Wealth Partners, LLC | 11,484 | $494.2K | 0.28% | −541−4.5% | Reduced |
| Farmers Trust Co | 11,505 | $495.0K | 0.11% | −181−1.5% | Reduced |
| Asset Dedication, LLC | 11,483 | $495.0K | 0.05% | +16+0.1% | Added |
| Valmark Advisers, Inc. | 11,507 | $495.1K | 0.01% | +395+3.6% | Added |
| Agf Management Ltd | 11,530 | $496.1K | 0.00% | +11,530 | New |
| Fortress Wealth Group, LLC | 11,542 | $496.6K | 0.35% | −711−5.8% | Reduced |
| Penserra Capital Management LLC | 11,622 | $499.0K | 0.01% | −125−1.1% | Reduced |
| Verum Partners LLC | 11,625 | $500.2K | 0.61% | +11,625 | New |
| Register Financial Advisors LLC | 11,642 | $500.9K | 0.32% | +11,642 | New |
| Sculati Wealth Management, LLC | 11,659 | $502.0K | 0.28% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 11,728 | $505.0K | 0.04% | +6+0.1% | Added |
| Belpointe Asset Management LLC | 11,773 | $506.6K | 0.03% | −1,146−8.9% | Reduced |
| Stone Point Wealth LLC | 11,782 | $507.0K | 0.25% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 11,806 | $510.0K | 0.12% | +175+1.5% | Added |
| Pathway Financial Advisors LLC | 11,864 | $510.5K | 0.16% | 00.0% | Unchanged |
| Graypoint LLC | 11,865 | $510.5K | 0.06% | +1,731+17.1% | Added |
| KCM Investment Advisors LLC | 11,882 | $511.0K | 0.02% | +4,957+71.6% | Added |
| Cypress Capital Group | 11,906 | $512.3K | 0.08% | +346+3.0% | Added |
| Resurgent Financial Advisors LLC | 11,930 | $513.3K | 0.27% | +4,288+56.1% | Added |
| Forbes Financial Planning, Inc. | 11,800 | $513.8K | 0.75% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 11,940 | $513.8K | 0.05% | −434−3.5% | Reduced |
| Brady Family Wealth, LLC | 12,016 | $517.1K | 0.21% | +12,016 | New |
| Ogorek Anthony Joseph | 12,093 | $520.0K | 0.23% | +136+1.1% | Added |
| Lake Street Advisors Group, LLC | 12,124 | $522.0K | 0.03% | −2,362−16.3% | Reduced |
| Grant/GrossMendelsohn, LLC | 11,391 | $522.4K | 0.27% | +19+0.2% | Added |
| EPG Wealth Management LLC | 12,219 | $525.8K | 0.20% | +213+1.8% | Added |
| Essex Financial Services, Inc. | 12,247 | $526.0K | 0.06% | +18+0.1% | Added |
| Ballentine Partners, LLC | 12,293 | $529.0K | 0.02% | −2,879−19.0% | Reduced |
| Successful Portfolios LLC | 12,380 | $533.0K | 0.35% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 12,429 | $535.0K | 0.10% | +1,500+13.7% | Added |
| Strategic Blueprint, LLC | 12,455 | $535.9K | 0.06% | +2,671+27.3% | Added |
| Quantamental Technologies LLC | 12,505 | $538.1K | 0.25% | +12,505 | New |
| Outlook Wealth Advisors, LLC | 12,521 | $538.8K | 0.26% | +130+1.0% | Added |
| Savant Capital, LLC | 12,540 | $539.6K | 0.01% | +94+0.8% | Added |
| Citizens Financial Group Inc | 12,571 | $540.9K | 0.02% | −1,152−8.4% | Reduced |
| Ieq Capital, LLC | 12,605 | $542.4K | 0.02% | −19,657−60.9% | Reduced |
| Hill Investment Group Partners, LLC | 12,620 | $543.0K | 0.13% | +12,620 | New |
| 3Chopt Investment Partners, LLC | 12,660 | $544.8K | 0.30% | +12,660 | New |
| Fiduciary Group LLC | 12,672 | $545.3K | 0.07% | −3,886−23.5% | Reduced |
| ETF Managers Group, LLC | 12,827 | $551.9K | 0.03% | +568+4.6% | Added |
| Arete Wealth Advisors, LLC | 12,859 | $553.3K | 0.05% | −1,726−11.8% | Reduced |
| Exencial Wealth Advisors, LLC | 12,930 | $556.4K | 0.03% | +525+4.2% | Added |
| HNP Capital LLC | 12,939 | $556.8K | 0.16% | −484−3.6% | Reduced |
| Allen Investment Management LLC | 12,950 | $557.2K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $557.2K | 0.02% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 12,988 | $559.0K | 0.11% | −485−3.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 12,968 | $560.0K | 0.01% | +11,217+640.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 13,059 | $561.9K | 0.03% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $564.7K | 0.23% | 00.0% | Unchanged |
| Lindenwold Advisors | 13,232 | $569.4K | 0.38% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,266 | $571.0K | 0.02% | +558+4.4% | Added |
| Colonial River Wealth Management, LLC | 13,280 | $571.4K | 0.36% | −162−1.2% | Reduced |
| Caldwell Trust Co | 13,446 | $578.6K | 0.08% | −1,711−11.3% | Reduced |
| Aigen Investment Management, LP | 13,570 | $583.9K | 0.08% | +13,570 | New |
| Hazlett, Burt & Watson, Inc. | 13,605 | $584.0K | 0.51% | −662−4.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 13,575 | $584.1K | 0.05% | +4,205+44.9% | Added |
| Evergreen Capital Management LLC | 13,593 | $584.9K | 0.03% | +6,041+80.0% | Added |
| Eads & Heald Wealth Management | 13,640 | $587.0K | 0.30% | +1,062+8.4% | Added |
| Eagle Harbor Asset Management Inc | 13,659 | $587.7K | 0.86% | +4,729+53.0% | Added |
| Checchi Capital Advisers, LLC | 13,781 | $593.0K | 0.06% | −2,151−13.5% | Reduced |
| Coldstream Capital Management Inc | 13,782 | $593.0K | 0.02% | +13,782 | New |
| Fisher Asset Management, LLC | 13,818 | $595.0K | 0.00% | −194−1.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,837 | $595.4K | 0.23% | −94−0.7% | Reduced |
| Westhampton Capital, LLC | 13,872 | $596.9K | 0.40% | −1,000−6.7% | Reduced |
| Wedbush Securities Inc | 13,881 | $597.0K | 0.03% | −2,526−15.4% | Reduced |
| S&CO Inc | 13,894 | $597.0K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 13,886 | $597.5K | 0.06% | +1,261+10.0% | Added |
| Cape Cod Five Cents Savings Bank | 13,977 | $601.4K | 0.07% | −11,609−45.4% | Reduced |
| Capstone Investment Advisors, LLC | 14,022 | $603.4K | 0.02% | −29,219−67.6% | Reduced |
| Prosperity Wealth Management, Inc. | 14,024 | $603.5K | 0.60% | +14,024 | New |
| 1776 Wealth LLC | 14,050 | $605.0K | 0.43% | +4,700+50.3% | Added |
| Prelude Capital Management, LLC | 14,083 | $606.0K | 0.04% | +5,673+67.5% | Added |
| Geneos Wealth Management Inc. | 14,170 | $609.7K | 0.04% | −3,382−19.3% | Reduced |
| Community Trust & Investment Co | 14,175 | $610.0K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 14,289 | $614.9K | 0.06% | +846+6.3% | Added |
| Equitable Holdings, Inc. | 14,311 | $615.8K | 0.01% | +1,029+7.7% | Added |
| Vectors Research Management, LLC | 14,336 | $617.0K | 0.16% | −807−5.3% | Reduced |