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 |
|---|---|---|---|---|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,302 | $874.0K | 0.45% | −960−4.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 20,376 | $877.0K | 0.02% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 20,421 | $878.7K | 0.49% | −876−4.1% | Reduced |
| Aprio Wealth Management, LLC | 20,528 | $883.3K | 0.31% | −796−3.7% | Reduced |
| Veriti Management LLC | 20,783 | $894.3K | 0.12% | −1,961−8.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,793 | $894.7K | 0.16% | +8,379+67.5% | Added |
| Marino, Stram & Associates LLC | 20,819 | $895.9K | 0.28% | +238+1.2% | Added |
| Shepherd Financial Partners LLC | 21,071 | $906.6K | 0.16% | +89+0.4% | Added |
| Mutual Advisors, LLC | 21,163 | $910.7K | 0.04% | −52−0.2% | Reduced |
| Park Place Capital Corp | 21,251 | $914.0K | 0.26% | +21,251 | New |
| Scissortail Wealth Management, LLC | 18,920 | $915.0K | 0.53% | +18,920 | New |
| Summit Financial Group Inc | 21,364 | $919.0K | 0.36% | +450+2.2% | Added |
| Sheets Smith Wealth Management | 21,431 | $922.2K | 0.14% | −63−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 25,151 | $928.6K | 0.10% | +18,369+270.8% | Added |
| Ashton Thomas Private Wealth, LLC | 21,613 | $930.0K | 0.09% | +5,118+31.0% | Added |
| Linden Thomas Advisory Services, LLC | 21,658 | $931.9K | 0.26% | +21,658 | New |
| Mirova | 21,672 | $932.5K | 0.15% | +6,402+41.9% | Added |
| American Trust | 21,742 | $935.6K | 0.09% | −335−1.5% | Reduced |
| Sumitomo Life Insurance Co | 21,759 | $936.0K | 0.07% | −884−3.9% | Reduced |
| Marks Group Wealth Management, Inc | 21,823 | $939.0K | 0.13% | +2,714+14.2% | Added |
| Valeo Financial Advisors, LLC | 21,849 | $940.2K | 0.05% | +1,099+5.3% | Added |
| Searle & Co. | 21,935 | $943.9K | 0.32% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 21,984 | $946.0K | 0.22% | −2,760−11.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 21,992 | $946.0K | 0.09% | −145−0.7% | Reduced |
| WBI Investments | 22,174 | $954.1K | 0.20% | +22,174 | New |
| Dean Investment Associates, LLC | 22,205 | $955.5K | 0.16% | −4,937−18.2% | Reduced |
| Intrust Bank NA | 22,207 | $955.6K | 0.13% | −7,441−25.1% | Reduced |
| Capital Asset Advisory Services LLC | 21,916 | $962.1K | 0.08% | −2,026−8.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 22,401 | $963.9K | 0.08% | +2,128+10.5% | Added |
| Widmann Financial Services, Inc. | 22,519 | $969.0K | 1.01% | −90.0% | Reduced |
| Lakeview Capital Partners, LLC | 20,017 | $969.8K | 0.31% | +195+1.0% | Added |
| Banque Cantonale Vaudoise | 22,633 | $974.0K | 0.05% | −2,967−11.6% | Reduced |
| Virtu Financial LLC | 22,671 | $976.0K | 0.13% | +22,671 | New |
| Berkeley Capital Partners, LLC | 22,727 | $977.9K | 0.38% | +836+3.8% | Added |
| Game Creek Capital, LP | 22,750 | $978.9K | 0.63% | −18,000−44.2% | Reduced |
| First Horizon Advisors, Inc. | 22,797 | $981.0K | 0.04% | −7,675−25.2% | Reduced |
| Princeton Global Asset Management LLC | 22,818 | $982.0K | 0.32% | −586−2.5% | Reduced |
| Allworth Financial LP | 22,947 | $987.4K | 0.01% | +1,161+5.3% | Added |
| Norris Financial Group, LLC | 23,128 | $995.2K | 0.84% | −121−0.5% | Reduced |
| Brighton Jones LLC | 23,197 | $998.1K | 0.06% | −2,480−9.7% | Reduced |
| Vontobel Holding Ltd. | 23,475 | $998.9K | 0.01% | +2,886+14.0% | Added |
| Certified Advisory Corp | 23,224 | $999.3K | 0.20% | +20+0.1% | Added |
| Jacobi Capital Management LLC | 23,301 | $1.00M | 0.13% | −138−0.6% | Reduced |
| Meeder Advisory Services, Inc. | 23,339 | $1.00M | 0.13% | +23,339 | New |
| Quantinno Capital Management LP | 23,405 | $1.01M | 0.08% | +14,923+175.9% | Added |
| Novare Capital Management LLC | 23,483 | $1.01M | 0.12% | +5,775+32.6% | Added |
| True North Advisors, LLC | 23,523 | $1.01M | 0.35% | +32+0.1% | Added |
| Phillips Wealth Planners LLC | 20,752 | $1.02M | 1.78% | +20,752 | New |
| Meridian Wealth Management, LLC | 23,737 | $1.02M | 0.10% | +5,471+30.0% | Added |
| Partners in Financial Planning | 23,540 | $1.03M | 0.28% | −18−0.1% | Reduced |
| Monument Capital Management | 24,009 | $1.03M | 0.35% | −464−1.9% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 22,346 | $1.04M | 0.22% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 24,223 | $1.04M | 0.52% | −50−0.2% | Reduced |
| Curated Wealth Partners LLC | 24,260 | $1.04M | 0.25% | +4,190+20.9% | Added |
| Wealthspire Advisors, LLC | 24,353 | $1.05M | 0.02% | +4,277+21.3% | Added |
| Maven Securities LTD | 24,578 | $1.06M | 0.21% | −4,276−14.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 24,600 | $1.06M | 0.13% | +24,600 | New |
| Trust Co of Virginia | 24,636 | $1.06M | 0.12% | −710−2.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 24,698 | $1.06M | 0.44% | −21,038−46.0% | Reduced |
| Simmons Bank | 24,853 | $1.07M | 0.09% | −734−2.9% | Reduced |
| Prospera Financial Services Inc | 25,045 | $1.08M | 0.05% | +374+1.5% | Added |
| Bessemer Securities LLC | 25,096 | $1.08M | 0.48% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 25,129 | $1.08M | 0.12% | +1,642+7.0% | Added |
| Horizon Investments, LLC | 25,489 | $1.08M | 0.03% | +9,663+61.1% | Added |
| First County Bank | 25,314 | $1.09M | 0.52% | +25,314 | New |
| Cravens & Co Advisors, LLC | 25,332 | $1.09M | 1.01% | +25,332 | New |
| Profund Advisors LLC | 25,362 | $1.09M | 0.07% | +1,617+6.8% | Added |
| West Paces Advisors Inc. | 25,550 | $1.10M | 0.35% | +3,910+18.1% | Added |
| Sawtooth Solutions, LLC | 25,597 | $1.10M | 0.15% | −799−3.0% | Reduced |
| Wetherby Asset Management Inc | 25,727 | $1.11M | 0.07% | +578+2.3% | Added |
| RBF Capital, LLC | 25,900 | $1.11M | 0.08% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 25,631 | $1.11M | 0.07% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 25,980 | $1.12M | 0.00% | −339−1.3% | Reduced |
| MTM Investment Management, LLC | 26,126 | $1.12M | 0.58% | −1,237−4.5% | Reduced |
| Investors Research Corp | 26,350 | $1.13M | 0.31% | −250−0.9% | Reduced |
| Van Leeuwen & Company, LLC | 26,359 | $1.13M | 0.78% | −277−1.0% | Reduced |
| Ballast, Inc. | 26,405 | $1.14M | 0.50% | +1,093+4.3% | Added |
| Chemung Canal Trust Co | 27,046 | $1.16M | 0.27% | −158−0.6% | Reduced |
| Westover Capital Advisors, LLC | 27,229 | $1.17M | 0.46% | −60,033−68.8% | Reduced |
| Investors Asset Management of Georgia Inc | 27,299 | $1.17M | 0.61% | +206+0.8% | Added |
| Toroso Investments, LLC | 27,643 | $1.19M | 0.05% | +12,883+87.3% | Added |
| Jaffetilchin Investment Partners, LLC | 27,687 | $1.19M | 0.15% | +311+1.1% | Added |
| Rossmore Private Capital | 28,200 | $1.19M | 0.19% | −11,903−29.7% | Reduced |
| Central Trust Co | 27,967 | $1.20M | 0.04% | −4,125−12.9% | Reduced |
| Ally Financial Inc. | 28,000 | $1.20M | 0.19% | 00.0% | Unchanged |
| Pitcairn Co | 28,114 | $1.21M | 0.12% | +8,236+41.4% | Added |
| Paradigm Asset Management Co LLC | 28,133 | $1.21M | 0.34% | +9,600+51.8% | Added |
| Capital Fund Management S.A. | 28,195 | $1.21M | 0.03% | +28,195 | New |
| Glenview Trust Co | 28,373 | $1.22M | 0.04% | +392+1.4% | Added |
| Acadian Asset Management LLC | 28,495 | $1.22M | 0.01% | +18,918+197.5% | Added |
| BKD Wealth Advisors, LLC | 28,505 | $1.23M | 0.04% | −2,034−6.7% | Reduced |
| Atria Wealth Solutions, Inc. | 28,548 | $1.23M | 0.02% | +2,872+11.2% | Added |
| GoalVest Advisory LLC | 28,613 | $1.23M | 0.79% | +3,576+14.3% | Added |
| Berkshire Bank | 28,658 | $1.23M | 0.38% | −1,541−5.1% | Reduced |
| United Bank | 28,684 | $1.23M | 0.17% | −1,280−4.3% | Reduced |
| Continental Advisors LLC | 28,750 | $1.24M | 1.17% | −346−1.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 28,778 | $1.24M | 0.44% | −1,075−3.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 29,226 | $1.26M | 1.13% | −74,701−71.9% | Reduced |
| Pettee Investors, Inc. | 29,289 | $1.26M | 0.62% | +1,850+6.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 29,415 | $1.27M | 0.06% | −454−1.5% | Reduced |