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 |
|---|---|---|---|---|---|
| Balentine LLC | 14,379 | $618.7K | 0.02% | −15,579−52.0% | Reduced |
| City Holding Co | 14,389 | $619.0K | 0.12% | −301−2.0% | Reduced |
| Reuter James Wealth Management, LLC | 14,394 | $619.4K | 0.45% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 14,404 | $619.8K | 0.06% | −6,856−32.2% | Reduced |
| Forum Financial Management, LP | 14,511 | $624.4K | 0.02% | +83+0.6% | Added |
| Mayfair Advisory Group, LLC | 13,659 | $625.6K | 0.80% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 14,562 | $626.6K | 0.09% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,564 | $626.7K | 0.31% | −49−0.3% | Reduced |
| Israel Discount Bank of New York | 14,602 | $628.0K | 0.53% | −851−5.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 14,608 | $628.6K | 0.15% | +1,853+14.5% | Added |
| Clarius Group, LLC | 14,664 | $631.0K | 0.06% | +323+2.3% | Added |
| Denali Advisors LLC | 14,700 | $632.5K | 0.27% | +1,100+8.1% | Added |
| AIA Group Ltd | 14,722 | $633.5K | 0.04% | +11,120+308.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 14,751 | $634.7K | 0.21% | −1,012−6.4% | Reduced |
| Modera Wealth Management, LLC | 14,883 | $640.4K | 0.03% | +68+0.5% | Added |
| Rede Wealth, LLC | 14,957 | $643.6K | 0.35% | +2,966+24.7% | Added |
| Abundance Wealth Counselors | 14,974 | $644.0K | 0.18% | +1,136+8.2% | Added |
| Trust Asset Management LLC | 15,053 | $647.7K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 15,145 | $651.7K | 0.19% | −13,120−46.4% | Reduced |
| Resources Management Corp | 15,200 | $654.0K | 0.10% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 15,272 | $657.2K | 0.10% | +15,272 | New |
| Linker Capital Management Inc. | 15,519 | $668.0K | 0.77% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 15,612 | $671.8K | 0.10% | +15,612 | New |
| Marcum Wealth, LLC | 15,622 | $672.2K | 0.09% | −1,622−9.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,643 | $673.1K | 0.42% | +560+3.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,883 | $683.4K | 0.13% | −258−1.6% | Reduced |
| Longfellow Investment Management Co LLC | 15,939 | $685.9K | 0.16% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 15,965 | $687.0K | 0.94% | +4,600+40.5% | Added |
| Lebenthal Global Advisors, LLC | 15,966 | $687.0K | 0.23% | +1,428+9.8% | Added |
| Dudley Capital Management, LLC | 16,003 | $688.6K | 0.51% | +16,003 | New |
| FLC Capital Advisors | 16,128 | $694.0K | 0.22% | +469+3.0% | Added |
| Greenleaf Trust | 16,266 | $700.0K | 0.01% | +2,158+15.3% | Added |
| Cigna Investments Inc | 16,406 | $706.0K | 0.15% | +60.0% | Added |
| Avidian Wealth Solutions, LLC | 16,573 | $713.1K | 0.05% | +3,304+24.9% | Added |
| Hilltop Holdings Inc. | 16,590 | $713.7K | 0.09% | −341−2.0% | Reduced |
| Kula Investments, LLC | 16,601 | $714.3K | 0.25% | +16,601 | New |
| Infrastructure Capital Advisors, LLC | 16,612 | $714.8K | 0.14% | +1,508+10.0% | Added |
| ProVise Management Group, LLC | 16,666 | $717.1K | 0.07% | +2,677+19.1% | Added |
| Private Trust Co NA | 16,691 | $718.0K | 0.11% | −126−0.7% | Reduced |
| StoneX Group Inc. | 16,707 | $718.9K | 0.09% | +1,610+10.7% | Added |
| Gallagher Benefit Services, Inc. | 16,715 | $719.2K | 0.15% | +16,715 | New |
| F3Logic, LLC | 16,715 | $719.2K | 0.15% | +16,715 | New |
| Woodard & Co Asset Management Group Inc | 16,788 | $722.4K | 0.26% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 16,989 | $731.0K | 0.02% | −735−4.1% | Reduced |
| SeaBridge Investment Advisors LLC | 16,989 | $731.0K | 0.26% | −15−0.1% | Reduced |
| Gabelli Funds LLC | 17,000 | $731.5K | 0.01% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 17,060 | $734.1K | 0.38% | +1,218+7.7% | Added |
| Echo Street Capital Management LLC | 17,071 | $734.6K | 0.01% | +17,071 | New |
| Trustcore Financial Services, LLC | 17,155 | $738.2K | 0.06% | +131+0.8% | Added |
| Eastover Investment Advisors LLC | 17,176 | $739.1K | 0.42% | +25+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 15,706 | $741.0K | 0.45% | +279+1.8% | Added |
| Grove Bank & Trust | 17,240 | $742.0K | 0.16% | +2,893+20.2% | Added |
| Leisure Capital Management | 17,264 | $742.9K | 0.38% | −1,687−8.9% | Reduced |
| Wealth Quarterback LLC | 17,389 | $748.3K | 0.62% | +470+2.8% | Added |
| Texas Yale Capital Corp. | 17,475 | $751.9K | 0.04% | −36−0.2% | Reduced |
| Qsemble Capital Management, LP | 17,500 | $753.0K | 0.52% | +17,500 | New |
| Douglass Winthrop Advisors, LLC | 17,525 | $754.0K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 16,470 | $755.3K | 0.02% | +266+1.6% | Added |
| Canal Capital Management, LLC | 17,565 | $755.8K | 0.18% | +137+0.8% | Added |
| Fort Sheridan Advisors LLC | 17,614 | $757.9K | 0.25% | −626−3.4% | Reduced |
| Apollon Wealth Management, LLC | 17,824 | $767.0K | 0.05% | +1,047+6.2% | Added |
| Stratos Wealth Advisors, LLC | 17,853 | $768.2K | 0.06% | +384+2.2% | Added |
| Transatlantique Private Wealth LLC | 17,898 | $771.3K | 0.46% | +493+2.8% | Added |
| Lido Advisors, LLC | 18,072 | $777.7K | 0.01% | +56+0.3% | Added |
| Edge Capital Group, LLC | 18,204 | $783.3K | 0.05% | −530−2.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,229 | $784.0K | 0.02% | −100−0.5% | Reduced |
| IHT Wealth Management, LLC | 18,230 | $784.5K | 0.05% | −922−4.8% | Reduced |
| Great Lakes Retirement, Inc. | 18,236 | $784.7K | 0.20% | +18,236 | New |
| Sowell Financial Services LLC | 18,483 | $795.0K | 0.05% | +18,483 | New |
| Ameritas Investment Partners, Inc. | 16,324 | $797.3K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 18,581 | $799.5K | 0.33% | −2,582−12.2% | Reduced |
| Applied Capital LLC | 18,588 | $799.8K | 0.80% | +18,588 | New |
| CSS LLC | 18,618 | $801.1K | 0.05% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 18,649 | $802.5K | 0.21% | −796−4.1% | Reduced |
| Investment Management of Virginia LLC | 18,670 | $803.4K | 0.16% | −826−4.2% | Reduced |
| Intrua Financial, LLC | 16,868 | $804.7K | 0.19% | +5,447+47.7% | Added |
| DoubleLine ETF Adviser LP | 18,734 | $806.1K | 0.41% | +18,734 | New |
| Boston Private Wealth LLC | 18,841 | $810.7K | 0.01% | +734+4.1% | Added |
| HBK Sorce Advisory LLC | 18,854 | $811.0K | 0.02% | +8,182+76.7% | Added |
| WealthPLAN Partners, LLC | 16,677 | $814.1K | 0.06% | +16,677 | New |
| Bridgefront Capital, LLC | 18,923 | $814.3K | 0.57% | +18,923 | New |
| WealthPlan Investment Management, LLC | 16,677 | $818.8K | 0.06% | −4,579−21.5% | Reduced |
| Franklin Street Advisors Inc | 19,108 | $822.0K | 0.08% | −2,300−10.7% | Reduced |
| Boston Trust Walden Corp | 19,217 | $826.9K | 0.01% | −95−0.5% | Reduced |
| Cassia Capital Partners, LLC | 19,255 | $828.5K | 0.68% | +7,936+70.1% | Added |
| Legacy Financial Advisors, Inc. | 19,438 | $836.4K | 0.18% | −1,106−5.4% | Reduced |
| GW Henssler & Associates Ltd | 19,755 | $850.1K | 0.06% | +473+2.5% | Added |
| Foundations Investment Advisors, LLC | 19,895 | $856.1K | 0.03% | +12,600+172.7% | Added |
| Resources Investment Advisors, LLC. | 19,931 | $857.6K | 0.02% | +2,147+12.1% | Added |
| Clearstead Advisors, LLC | 19,977 | $859.6K | 0.07% | −96−0.5% | Reduced |
| Norway Savings Bank | 20,013 | $861.2K | 0.44% | +1,595+8.7% | Added |
| Fee-Only Financial Planning, L.C. | 20,014 | $861.2K | 0.72% | +20,014 | New |
| Tiaa, FSB | 20,097 | $864.8K | 0.00% | −1,802−8.2% | Reduced |
| Fourthstone LLC | 20,100 | $864.9K | 0.23% | −4,000−16.6% | Reduced |
| DFPG Investments, LLC | 18,662 | $865.4K | 0.14% | +9,481+103.3% | Added |
| Woodmont Investment Counsel LLC | 20,132 | $866.3K | 0.10% | +83+0.4% | Added |
| MAS Advisors LLC | 20,178 | $868.3K | 0.82% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 20,209 | $869.6K | 0.99% | +19+0.1% | Added |
| Mission Creek Capital Partners, Inc. | 20,243 | $871.1K | 0.31% | −986−4.6% | Reduced |
| Galibier Capital Management Ltd. | 20,247 | $871.2K | 0.18% | +5,100+33.7% | Added |