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 |
|---|---|---|---|---|---|
| S&CO Inc | 13,894 | $597.0K | 0.05% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 13,872 | $596.9K | 0.40% | −1,000−6.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,837 | $595.4K | 0.23% | −94−0.7% | Reduced |
| Fisher Asset Management, LLC | 13,818 | $595.0K | 0.00% | −194−1.4% | Reduced |
| Coldstream Capital Management Inc | 13,782 | $593.0K | 0.02% | +13,782 | New |
| Checchi Capital Advisers, LLC | 13,781 | $593.0K | 0.06% | −2,151−13.5% | Reduced |
| Eagle Harbor Asset Management Inc | 13,659 | $587.7K | 0.86% | +4,729+53.0% | Added |
| Eads & Heald Wealth Management | 13,640 | $587.0K | 0.30% | +1,062+8.4% | Added |
| Evergreen Capital Management LLC | 13,593 | $584.9K | 0.03% | +6,041+80.0% | Added |
| McKinley Carter Wealth Services, Inc. | 13,575 | $584.1K | 0.05% | +4,205+44.9% | Added |
| Hazlett, Burt & Watson, Inc. | 13,605 | $584.0K | 0.51% | −662−4.6% | Reduced |
| Aigen Investment Management, LP | 13,570 | $583.9K | 0.08% | +13,570 | New |
| Caldwell Trust Co | 13,446 | $578.6K | 0.08% | −1,711−11.3% | Reduced |
| Colonial River Wealth Management, LLC | 13,280 | $571.4K | 0.36% | −162−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 13,266 | $571.0K | 0.02% | +558+4.4% | Added |
| Lindenwold Advisors | 13,232 | $569.4K | 0.38% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $564.7K | 0.23% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 13,059 | $561.9K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 12,968 | $560.0K | 0.01% | +11,217+640.6% | Added |
| Opus Capital Group, LLC | 12,988 | $559.0K | 0.11% | −485−3.6% | 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 |
| HNP Capital LLC | 12,939 | $556.8K | 0.16% | −484−3.6% | Reduced |
| Exencial Wealth Advisors, LLC | 12,930 | $556.4K | 0.03% | +525+4.2% | Added |
| Arete Wealth Advisors, LLC | 12,859 | $553.3K | 0.05% | −1,726−11.8% | Reduced |
| ETF Managers Group, LLC | 12,827 | $551.9K | 0.03% | +568+4.6% | Added |
| Fiduciary Group LLC | 12,672 | $545.3K | 0.07% | −3,886−23.5% | Reduced |
| 3Chopt Investment Partners, LLC | 12,660 | $544.8K | 0.30% | +12,660 | New |
| Hill Investment Group Partners, LLC | 12,620 | $543.0K | 0.13% | +12,620 | New |
| Ieq Capital, LLC | 12,605 | $542.4K | 0.02% | −19,657−60.9% | Reduced |
| Citizens Financial Group Inc | 12,571 | $540.9K | 0.02% | −1,152−8.4% | Reduced |
| Savant Capital, LLC | 12,540 | $539.6K | 0.01% | +94+0.8% | Added |
| Outlook Wealth Advisors, LLC | 12,521 | $538.8K | 0.26% | +130+1.0% | Added |
| Quantamental Technologies LLC | 12,505 | $538.1K | 0.25% | +12,505 | New |
| Strategic Blueprint, LLC | 12,455 | $535.9K | 0.06% | +2,671+27.3% | Added |
| Thompson Investment Management, Inc. | 12,429 | $535.0K | 0.10% | +1,500+13.7% | Added |
| Successful Portfolios LLC | 12,380 | $533.0K | 0.35% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,293 | $529.0K | 0.02% | −2,879−19.0% | Reduced |
| Essex Financial Services, Inc. | 12,247 | $526.0K | 0.06% | +18+0.1% | Added |
| EPG Wealth Management LLC | 12,219 | $525.8K | 0.20% | +213+1.8% | Added |
| Grant/GrossMendelsohn, LLC | 11,391 | $522.4K | 0.27% | +19+0.2% | Added |
| Lake Street Advisors Group, LLC | 12,124 | $522.0K | 0.03% | −2,362−16.3% | Reduced |
| Ogorek Anthony Joseph | 12,093 | $520.0K | 0.23% | +136+1.1% | Added |
| Brady Family Wealth, LLC | 12,016 | $517.1K | 0.21% | +12,016 | New |
| Rehmann Capital Advisory Group | 11,940 | $513.8K | 0.05% | −434−3.5% | Reduced |
| Forbes Financial Planning, Inc. | 11,800 | $513.8K | 0.75% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 11,930 | $513.3K | 0.27% | +4,288+56.1% | Added |
| Cypress Capital Group | 11,906 | $512.3K | 0.08% | +346+3.0% | Added |
| KCM Investment Advisors LLC | 11,882 | $511.0K | 0.02% | +4,957+71.6% | Added |
| Graypoint LLC | 11,865 | $510.5K | 0.06% | +1,731+17.1% | Added |
| Pathway Financial Advisors LLC | 11,864 | $510.5K | 0.16% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 11,806 | $510.0K | 0.12% | +175+1.5% | Added |
| Stone Point Wealth LLC | 11,782 | $507.0K | 0.25% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 11,773 | $506.6K | 0.03% | −1,146−8.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 11,728 | $505.0K | 0.04% | +6+0.1% | Added |
| Sculati Wealth Management, LLC | 11,659 | $502.0K | 0.28% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 11,642 | $500.9K | 0.32% | +11,642 | New |
| Verum Partners LLC | 11,625 | $500.2K | 0.61% | +11,625 | New |
| Penserra Capital Management LLC | 11,622 | $499.0K | 0.01% | −125−1.1% | Reduced |
| Fortress Wealth Group, LLC | 11,542 | $496.6K | 0.35% | −711−5.8% | Reduced |
| Agf Management Ltd | 11,530 | $496.1K | 0.00% | +11,530 | New |
| Valmark Advisers, Inc. | 11,507 | $495.1K | 0.01% | +395+3.6% | Added |
| 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 |
| Lumature Wealth Partners, LLC | 11,484 | $494.2K | 0.28% | −541−4.5% | Reduced |
| New Hampshire Trust | 11,435 | $492.0K | 0.13% | +11,435 | New |
| Keel Point, LLC | 11,435 | $492.0K | 0.08% | +298+2.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 11,400 | $490.5K | 0.11% | +5,625+97.4% | Added |
| NorthRock Partners, LLC | 11,238 | $483.6K | 0.06% | −1,265−10.1% | Reduced |
| Merit Financial Group, LLC | 11,210 | $482.4K | 0.02% | −2,408−17.7% | Reduced |
| MAI Capital Management | 11,206 | $482.2K | 0.01% | +559+5.3% | Added |
| Shayne & Co., LLC | 11,184 | $481.2K | 0.27% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 37,740 | $479.4K | 0.02% | −299−0.8% | Reduced |
| Center For Asset Management LLC | 11,141 | $479.4K | 0.45% | +385+3.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,071 | $476.0K | 0.06% | +3,000+37.2% | Added |
| NBT Bank N A | 11,013 | $473.9K | 0.07% | −881−7.4% | Reduced |
| Altus Wealth Group LLC | 10,994 | $473.1K | 0.36% | +615+5.9% | Added |
| WealthTrust Axiom LLC | 10,924 | $470.1K | 0.16% | −10.0% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,917 | $469.8K | 0.01% | +67+0.6% | Added |
| Northwest Bancshares, Inc. | 10,905 | $469.2K | 0.09% | −2,725−20.0% | Reduced |
| First Commonwealth Financial Corp | 10,893 | $468.7K | 0.17% | +577+5.6% | Added |
| Biltmore Family Office, LLC | 10,888 | $468.5K | 0.10% | +1,295+13.5% | Added |
| EverSource Wealth Advisors, LLC | 10,834 | $466.2K | 0.07% | −1,941−15.2% | Reduced |
| Cobblestone Capital Advisors LLC | 10,818 | $465.5K | 0.04% | +2,181+25.3% | Added |
| 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 |
| Quantitative Investment Management, LLC | 10,601 | $456.0K | 0.09% | +10,601 | New |
| Hudson Valley Investment Advisors Inc | 10,565 | $454.6K | 0.07% | −318−2.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,496 | $451.6K | 0.17% | +265+2.6% | Added |
| Proequities, Inc. | 10,495 | $451.6K | 0.04% | +419+4.2% | Added |
| Live Oak Private Wealth LLC | 10,452 | $449.8K | 0.09% | −123−1.2% | Reduced |
| Aspiriant, LLC | 10,389 | $447.0K | 0.02% | +306+3.0% | Added |
| Oak Associates, Ltd | 10,375 | $446.4K | 0.04% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 10,369 | $446.2K | 0.09% | −13,562−56.7% | Reduced |
| Canandaigua National Corp | 10,286 | $443.0K | 0.08% | +379+3.8% | Added |
| Triad Financial Advisors, Inc. | 10,278 | $442.3K | 0.20% | −152−1.5% | Reduced |
| Evermay Wealth Management LLC | 10,273 | $442.0K | 0.09% | +1,342+15.0% | Added |
| Symmetry Partners, LLC | 10,267 | $442.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,241 | $440.7K | 0.06% | +10,241 | New |
| Beacon Investment Advisors LLC | 10,226 | $440.1K | 0.37% | +10,226 | New |