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 |
|---|---|---|---|---|---|
| Weaver C. Barksdale & Associates, Inc. | 29,506 | $1.27M | 1.12% | +463+1.6% | Added |
| Tower Research Capital LLC (TRC) | 29,757 | $1.28M | 0.05% | −88,258−74.8% | Reduced |
| Tredje AP-fonden | 29,836 | $1.28M | 0.02% | −14,737−33.1% | Reduced |
| IFG Advisory, LLC | 29,881 | $1.28M | 0.13% | +20,744+227.0% | Added |
| Founders Financial Alliance, LLC | 29,882 | $1.29M | 0.59% | +128+0.4% | Added |
| Global Retirement Partners, LLC | 29,932 | $1.29M | 0.09% | −2,054−6.4% | Reduced |
| Dividend Assets Capital, LLC | 30,237 | $1.30M | 0.28% | −260−0.9% | Reduced |
| Panagora Asset Management Inc | 30,241 | $1.30M | 0.01% | +3,401+12.7% | Added |
| Voya Financial Advisors, Inc. | 30,219 | $1.31M | 0.17% | +6,899+29.6% | Added |
| Plimoth Trust Co LLC | 30,538 | $1.31M | 0.42% | −35−0.1% | Reduced |
| Convergence Investment Partners, LLC | 30,557 | $1.31M | 0.78% | +30,557 | New |
| HM Payson & Co | 30,680 | $1.32M | 0.03% | −583−1.9% | Reduced |
| Mountain Capital Investment Advisors, Inc | 28,703 | $1.32M | 0.60% | +28,703 | New |
| Comerica Securities,inc. | 30,823 | $1.33M | 0.09% | +469+1.5% | Added |
| Aevitas Wealth Management, Inc. | 31,026 | $1.34M | 0.79% | −896−2.8% | Reduced |
| National Asset Management, Inc. | 31,160 | $1.34M | 0.04% | −5,580−15.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 31,290 | $1.35M | 0.06% | −3,145−9.1% | Reduced |
| Bank Ozk | 31,430 | $1.35M | 0.67% | −4,906−13.5% | Reduced |
| Vestcor Inc | 31,464 | $1.35M | 0.05% | +100+0.3% | Added |
| Argent Advisors, Inc. | 31,472 | $1.35M | 0.70% | +153+0.5% | Added |
| Siemens Fonds Invest GmbH | 31,537 | $1.36M | 0.14% | −2,502−7.4% | Reduced |
| Hills Bank & Trust Co | 31,784 | $1.37M | 0.20% | +696+2.2% | Added |
| Illinois Municipal Retirement Fund | 32,144 | $1.38M | 0.03% | +12,701+65.3% | Added |
| MCF Advisors LLC | 32,192 | $1.39M | 0.14% | −46−0.1% | Reduced |
| Tandem Investment Advisors, Inc. | 32,276 | $1.39M | 0.07% | −1,028−3.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 32,441 | $1.40M | 0.17% | +32,441 | New |
| SeaCrest Wealth Management, LLC | 32,480 | $1.40M | 0.20% | +90.0% | Added |
| BCS Wealth Management | 32,538 | $1.40M | 0.59% | +124+0.4% | Added |
| WCG Wealth Advisors LLC | 32,565 | $1.40M | 0.19% | +2,273+7.5% | Added |
| Park Avenue Securities LLC | 32,839 | $1.41M | 0.03% | +1,697+5.4% | Added |
| Warther Private Wealth, LLC | 33,091 | $1.42M | 1.07% | +33,091 | New |
| Wealth Alliance | 33,197 | $1.43M | 0.25% | +3,152+10.5% | Added |
| Patton Albertson Miller Group, LLC | 33,288 | $1.43M | 0.26% | 00.0% | Unchanged |
| CWM, LLC | 33,338 | $1.44M | 0.01% | −1,101−3.2% | Reduced |
| Bleakley Financial Group, LLC | 33,540 | $1.44M | 0.05% | +33,540 | New |
| J.W. Cole Advisors, Inc. | 33,599 | $1.45M | 0.11% | −4,067−10.8% | Reduced |
| Hengehold Capital Management LLC | 33,740 | $1.45M | 0.20% | −7,430−18.0% | Reduced |
| St. Johns Investment Management Company, LLC | 33,793 | $1.45M | 0.87% | −1,236−3.5% | Reduced |
| Cornerstone Advisory, LLC | 33,994 | $1.46M | 0.29% | +1,124+3.4% | Added |
| Newman Dignan & Sheerar, Inc. | 34,042 | $1.46M | 0.49% | +321+1.0% | Added |
| RFP Financial Group LLC | 34,151 | $1.47M | 0.66% | +34,151 | New |
| Avantax Advisory Services, Inc. | 34,439 | $1.48M | 0.02% | +599+1.8% | Added |
| Davis Investment Partners, LLC | 30,285 | $1.49M | 0.75% | +30,285 | New |
| Gries Financial LLC | 34,604 | $1.49M | 0.49% | +12,073+53.6% | Added |
| Anchor Capital Advisors LLC | 34,811 | $1.50M | 0.04% | −6,312−15.3% | Reduced |
| RFG Advisory, LLC | 29,982 | $1.50M | 0.08% | +3,028+11.2% | Added |
| Ronald Blue Trust, Inc. | 34,509 | $1.50M | 0.03% | +2,948+9.3% | Added |
| Silvant Capital Management LLC | 35,019 | $1.51M | 0.11% | −89−0.3% | Reduced |
| Farmers National Bank | 35,052 | $1.51M | 0.54% | −1,500−4.1% | Reduced |
| Trust Co of Toledo NA | 35,278 | $1.52M | 0.29% | −13,714−28.0% | Reduced |
| Centiva Capital, LP | 35,313 | $1.52M | 0.13% | +35,313 | New |
| Orion Portfolio Solutions, LLC | 35,365 | $1.52M | 0.05% | +14,475+69.3% | Added |
| Empirical Finance, LLC | 35,450 | $1.53M | 0.16% | +2,874+8.8% | Added |
| Snowden Capital Advisors LLC | 35,493 | $1.53M | 0.06% | −7,026−16.5% | Reduced |
| Strategic Advisors LLC | 35,566 | $1.53M | 0.34% | −1,177−3.2% | Reduced |
| RKL Wealth Management LLC | 35,625 | $1.53M | 0.20% | −1,060−2.9% | Reduced |
| InterOcean Capital Group, LLC | 35,685 | $1.54M | 0.06% | −110−0.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 35,900 | $1.54M | 1.74% | +16,600+86.0% | Added |
| First Bank & Trust | 36,009 | $1.55M | 0.43% | −2,686−6.9% | Reduced |
| McMillion Capital Management Inc | 36,631 | $1.58M | 1.43% | −726−1.9% | Reduced |
| Allstate Corp | 36,740 | $1.58M | 0.05% | +2,861+8.4% | Added |
| Allstate Investment Management Co | 36,740 | $1.58M | 0.05% | +36,740 | New |
| Colony Group LLC | 36,768 | $1.58M | 0.02% | +19,676+115.1% | Added |
| Tealwood Asset Management Inc | 37,242 | $1.60M | 0.84% | −5,551−13.0% | Reduced |
| Moody National Bank Trust Division | 37,323 | $1.61M | 0.14% | −363−1.0% | Reduced |
| Greenwood Capital Associates LLC | 37,353 | $1.61M | 0.26% | +1,434+4.0% | Added |
| GHP Investment Advisors, Inc. | 37,386 | $1.61M | 0.11% | +577+1.6% | Added |
| Fiduciary Trust Co | 37,462 | $1.61M | 0.03% | −6,099−14.0% | Reduced |
| Citizens & Northern Corp | 37,524 | $1.61M | 0.67% | +3,291+9.6% | Added |
| CNB Bank | 37,596 | $1.62M | 1.01% | +2,723+7.8% | Added |
| We Are One Seven, LLC | 37,649 | $1.62M | 0.16% | +6,093+19.3% | Added |
| Members Capital Advisors Inc | 37,986 | $1.63M | 1.18% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 37,998 | $1.64M | 0.15% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 38,103 | $1.64M | 0.03% | −4,086−9.7% | Reduced |
| Warren Averett Asset Management, LLC | 38,302 | $1.65M | 0.09% | +24,460+176.7% | Added |
| Parsons Capital Management Inc | 38,309 | $1.65M | 0.14% | −671−1.7% | Reduced |
| X-Square Capital, LLC | 38,727 | $1.67M | 0.95% | +503+1.3% | Added |
| Physicians Financial Services, Inc. | 38,861 | $1.67M | 0.75% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 39,076 | $1.68M | 0.01% | −17,076−30.4% | Reduced |
| Silvercrest Asset Management Group LLC | 39,082 | $1.68M | 0.01% | −9,500−19.6% | Reduced |
| Icon Advisers Inc | 39,100 | $1.68M | 0.43% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 39,122 | $1.68M | 0.01% | +39,122 | New |
| Pathway Financial Advisers, LLC | 39,538 | $1.70M | 0.69% | +39,538 | New |
| Salzhauer Michael | 39,637 | $1.71M | 1.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 39,680 | $1.71M | 0.15% | +1,950+5.2% | Added |
| Kinneret Advisory, LLC | 39,689 | $1.71M | 0.23% | +11,234+39.5% | Added |
| Lincoln National Corp | 39,865 | $1.72M | 0.04% | +6,130+18.2% | Added |
| Pacer Advisors, Inc. | 40,001 | $1.72M | 0.01% | +37,296+1,378.8% | Added |
| Metis Global Partners, LLC | 40,106 | $1.73M | 0.15% | +14,790+58.4% | Added |
| Oak Harbor Wealth Partners, LLC | 40,231 | $1.73M | 0.66% | +4,027+11.1% | Added |
| Achmea Investment Management B.V. | 42,979 | $1.73M | 0.06% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 40,392 | $1.74M | 0.14% | −2,400−5.6% | Reduced |
| Bowen Hanes & Co Inc | 40,415 | $1.74M | 0.06% | +1,500+3.9% | Added |
| Csenge Advisory Group | 40,471 | $1.74M | 0.13% | +16,228+66.9% | Added |
| Transcend Wealth Collective, LLC | 40,483 | $1.74M | 0.19% | +1,843+4.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 40,618 | $1.75M | 1.08% | +240+0.6% | Added |
| Argonautica Private Wealth Management, Inc | 40,725 | $1.75M | 0.90% | +40,725 | New |
| Delta Capital Management LLC | 40,735 | $1.75M | 1.28% | −7,620−15.8% | Reduced |
| Twin Capital Management Inc | 40,811 | $1.76M | 0.23% | −25−0.1% | Reduced |
| First Hawaiian Bank | 40,854 | $1.76M | 0.06% | −276−0.7% | Reduced |