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 |
|---|---|---|---|---|---|
| BDO Wealth Advisors, LLC | 10,188 | $438.4K | 0.05% | +859+9.2% | Added |
| 1st Source Bank | 10,180 | $438.0K | 0.03% | −32−0.3% | Reduced |
| Coastal Investment Advisors, Inc. | 10,168 | $437.5K | 0.11% | −1,133−10.0% | Reduced |
| Carolinas Wealth Consulting LLC | 10,142 | $436.4K | 0.10% | +772+8.2% | Added |
| Busey Wealth Management | 10,005 | $430.5K | 0.02% | −59−0.6% | Reduced |
| American Assets Inc | 10,000 | $430.3K | 0.16% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 9,963 | $428.7K | 0.22% | −1,726−14.8% | Reduced |
| Essex Savings Bank | 9,949 | $428.0K | 0.15% | −274−2.7% | Reduced |
| Guyasuta Investment Advisors Inc | 9,942 | $427.8K | 0.03% | 00.0% | Unchanged |
| Carr Financial Group Corp | 9,924 | $427.0K | 0.22% | +9,924 | New |
| Chicago Trust Co NA | 9,876 | $425.0K | 0.11% | +4,374+79.5% | Added |
| Gratus Capital LLC | 9,744 | $419.3K | 0.03% | −303−3.0% | Reduced |
| Zeke Capital Advisors, LLC | 9,737 | $419.0K | 0.03% | +737+8.2% | Added |
| Burke & Herbert Bank & Trust Co | 9,667 | $416.0K | 0.31% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 9,663 | $415.8K | 0.06% | −357−3.6% | Reduced |
| Peoples Bank | 9,617 | $413.8K | 0.27% | −132−1.4% | Reduced |
| Continuum Advisory, LLC | 9,597 | $413.0K | 0.07% | +9,597 | New |
| Mount Yale Investment Advisors, LLC | 9,568 | $411.7K | 0.05% | +275+3.0% | Added |
| Fukoku Mutual Life Insurance Co | 9,561 | $411.4K | 0.03% | +1,091+12.9% | Added |
| Summit Asset Management, LLC | 9,537 | $410.4K | 0.12% | +13+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 9,537 | $410.4K | 0.05% | −1,160−10.8% | Reduced |
| Islay Capital Management, LLC | 9,526 | $409.9K | 0.47% | +100+1.1% | Added |
| Northern Financial Advisors Inc | 9,508 | $409.1K | 0.46% | +9,508 | New |
| Southeast Asset Advisors Inc. | 9,443 | $406.3K | 0.06% | +30.0% | Added |
| Hancock Whitney Corp | 9,430 | $405.0K | 0.02% | −4,334−31.5% | Reduced |
| Wrapmanager Inc | 9,403 | $405.0K | 0.13% | −4,100−30.4% | Reduced |
| AM Squared Ltd | 9,400 | $404.5K | 0.27% | +9,400 | New |
| Selective Wealth Management, Inc. | 8,415 | $403.2K | 0.21% | −11,340−57.4% | Reduced |
| Ferguson Shapiro LLC | 9,355 | $402.5K | 0.29% | 00.0% | Unchanged |
| Everett Harris & Co | 9,351 | $402.0K | 0.01% | +9,351 | New |
| RMR Wealth Builders | 9,325 | $401.3K | 0.09% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 9,320 | $401.0K | 0.28% | +1,926+26.0% | Added |
| NFP Retirement, Inc. | 9,300 | $400.2K | 0.09% | +9+0.1% | Added |
| SG Americas Securities, LLC | 9,274 | $399.0K | 0.01% | −90,068−90.7% | Reduced |
| Fiducient Advisors LLC | 9,211 | $396.3K | 0.12% | 00.0% | Unchanged |
| Capital City Trust Co | 9,175 | $394.8K | 0.13% | −828−8.3% | Reduced |
| Parthenon LLC | 9,112 | $392.1K | 0.06% | 00.0% | Unchanged |
| Transform Wealth, LLC | 9,088 | $391.1K | 0.04% | −24,120−72.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 9,081 | $391.0K | 0.00% | −3,122−25.6% | Reduced |
| Nwam LLC | 9,084 | $390.9K | 0.03% | +203+2.3% | Added |
| Financial Advocates Investment Management | 9,071 | $390.3K | 0.03% | +306+3.5% | Added |
| Bartlett & Co. LLC | 9,063 | $390.0K | 0.01% | −2,715−23.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,063 | $390.0K | 0.01% | −2,715−23.1% | Reduced |
| Hayek Kallen Investment Management | 9,047 | $389.0K | 0.18% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,954 | $385.3K | 0.01% | +8,954 | New |
| Summit Trail Advisors, LLC | 8,944 | $384.9K | 0.02% | −115−1.3% | Reduced |
| Kovack Advisors, Inc. | 8,942 | $384.8K | 0.06% | −227−2.5% | Reduced |
| Conning Inc. | 8,910 | $383.4K | 0.01% | −1,369−13.3% | Reduced |
| Spire Wealth Management | 8,877 | $382.0K | 0.02% | +1,143+14.8% | Added |
| Mountain Pacific Investment Advisers Inc | 8,842 | $380.5K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 8,811 | $379.1K | 0.17% | +8,811 | New |
| Gilbert & Cook, Inc. | 8,729 | $375.6K | 0.07% | +150+1.7% | Added |
| Mill Capital Management, LLC | 8,719 | $375.2K | 0.04% | −257−2.9% | Reduced |
| Centaurus Financial, Inc. | 8,711 | $375.0K | 0.04% | −425−4.7% | Reduced |
| Qtron Investments LLC | 8,680 | $373.5K | 0.08% | −2,139−19.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,639 | $371.8K | 0.20% | +299+3.6% | Added |
| Fox Run Management, L.L.C. | 8,575 | $369.0K | 0.15% | +8,575 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,550 | $367.9K | 0.07% | +3,392+65.8% | Added |
| Birmingham Capital Management Co Inc | 8,544 | $367.6K | 0.14% | 00.0% | Unchanged |
| Private Capital Management, LLC | 8,500 | $365.8K | 0.05% | +8,500 | New |
| Altrius Capital Management Inc | 8,486 | $365.2K | 0.11% | +8,486 | New |
| RNC Capital Management LLC | 8,481 | $365.0K | 0.02% | −679,259−98.8% | Reduced |
| Shelton Capital Management | 8,471 | $364.5K | 0.04% | −1,745−17.1% | Reduced |
| Fortis Advisors, LLC | 8,448 | $363.5K | 0.28% | −1,780−17.4% | Reduced |
| Rollins Financial | 8,429 | $362.7K | 0.14% | +8,429 | New |
| TrueWealth Advisors, LLC | 8,382 | $360.7K | 0.16% | +1,052+14.4% | Added |
| Verus Financial Partners, Inc. | 7,274 | $359.3K | 0.05% | −806−10.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 8,339 | $358.8K | 0.03% | +8,339 | New |
| Cypress Wealth Services, LLC | 8,330 | $358.4K | 0.12% | +8,330 | New |
| ARS Wealth Advisors Group, LLC | 8,306 | $357.4K | 0.06% | +8,306 | New |
| Peachtree Investment Partners, LLC | 8,298 | $357.1K | 0.22% | +8,298 | New |
| Sigma Planning Corp | 8,297 | $357.0K | 0.01% | −1,744−17.4% | Reduced |
| Institute for Wealth Management, LLC. | 8,273 | $356.0K | 0.08% | −430−4.9% | Reduced |
| Vise Technologies, Inc. | 8,249 | $355.0K | 0.11% | +1,959+31.1% | Added |
| NewSquare Capital LLC | 8,240 | $354.6K | 0.04% | −117−1.4% | Reduced |
| Eagle Global Advisors LLC | 8,217 | $353.6K | 0.02% | −3,175−27.9% | Reduced |
| Quadrant Capital Group LLC | 8,216 | $353.5K | 0.04% | −565−6.4% | Reduced |
| Ameritas Advisory Services, LLC | 8,215 | $353.5K | 0.02% | +1,810+28.3% | Added |
| Power Corp of Canada | 8,176 | $351.8K | 0.06% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,154 | $350.9K | 0.14% | −241−2.9% | Reduced |
| Xcel Wealth Management, LLC | 8,122 | $349.5K | 0.14% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,090 | $348.1K | 0.02% | +8,090 | New |
| Benjamin Edwards Inc | 8,010 | $345.0K | 0.09% | −1,160−12.6% | Reduced |
| Hall Private Wealth Advisors | 8,009 | $344.6K | 0.20% | +8,009 | New |
| Wagner Wealth Management, LLC | 8,001 | $344.3K | 0.21% | +343+4.5% | Added |
| International Assets Investment Management, LLC | 8,911 | $344.1K | 0.04% | +8,911 | New |
| Kingfisher Capital LLC | 7,994 | $344.0K | 0.09% | −1,196−13.0% | Reduced |
| Segall Bryant & Hamill, LLC | 8,013 | $344.0K | 0.00% | −852−9.6% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $344.0K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 8,002 | $344.0K | 0.32% | +2,154+36.8% | Added |
| Eudaimonia Partners, LLC | 7,975 | $343.2K | 0.08% | −6,285−44.1% | Reduced |
| Woodward Diversified Capital, LLC | 7,943 | $341.8K | 0.28% | −791−9.1% | Reduced |
| Gateway Investment Advisers LLC | 7,916 | $340.6K | 0.00% | +2,182+38.1% | Added |
| Renasant Bank | 7,903 | $340.1K | 0.26% | −204−2.5% | Reduced |
| Calton & Associates, Inc. | 7,889 | $339.5K | 0.13% | +7,889 | New |
| Alliance Wealth Advisors, LLC | 7,844 | $337.5K | 0.28% | +3,083+64.8% | Added |
| Abacus Planning Group, Inc. | 7,781 | $334.8K | 0.09% | −174−2.2% | Reduced |
| Naples Global Advisors, LLC | 7,751 | $333.5K | 0.04% | −258−3.2% | Reduced |
| Advisory Alpha, LLC | 7,750 | $333.5K | 0.02% | −1,565−16.8% | Reduced |
| Gemmer Asset Management LLC | 7,742 | $333.1K | 0.05% | +57+0.7% | Added |