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 |
|---|---|---|---|---|---|
| Beverly Hills Private Wealth, LLC | 7,718 | $332.1K | 0.15% | +7,718 | New |
| Systematic Financial Management LP | 7,659 | $329.6K | 0.01% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 19,483 | $329.6K | 0.11% | −1,208−5.8% | Reduced |
| Thrive Capital Management, LLC | 7,640 | $328.7K | 0.21% | +631+9.0% | Added |
| Madison Wealth Management | 7,629 | $328.3K | 0.08% | −359−4.5% | Reduced |
| Parallel Advisors, LLC | 7,623 | $328.0K | 0.01% | −6,426−45.7% | Reduced |
| Lindbrook Capital, LLC | 7,622 | $328.0K | 0.04% | +2,607+52.0% | Added |
| BSW Wealth Partners | 7,572 | $326.0K | 0.07% | +7,572 | New |
| Family Legacy, Inc. | 6,680 | $325.9K | 0.14% | −549−7.6% | Reduced |
| Main Street Financial Solutions, LLC | 7,569 | $325.7K | 0.05% | +774+11.4% | Added |
| Carson Advisory Inc. | 7,569 | $325.7K | 0.31% | +1,014+15.5% | Added |
| ICA Group Wealth Management, LLC | 7,551 | $324.9K | 0.08% | −49−0.6% | Reduced |
| Premier Asset Management LLC | 7,524 | $323.8K | 0.41% | +1,154+18.1% | Added |
| Day & Ennis, LLC | 7,451 | $320.6K | 0.12% | 00.0% | Unchanged |
| Boltwood Capital Management | 7,400 | $318.4K | 0.13% | +290+4.1% | Added |
| Davis R M Inc | 7,390 | $318.0K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,385 | $318.0K | 0.01% | +87+1.2% | Added |
| Washington Capital Management Inc | 7,321 | $315.0K | 0.29% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 7,317 | $314.9K | 0.09% | +850+13.1% | Added |
| Smithfield Trust Co | 7,265 | $314.0K | 0.02% | +160+2.3% | Added |
| Personal Capital Advisors Corp | 7,285 | $313.5K | 0.00% | +64+0.9% | Added |
| Ambassador Advisors, LLC | 7,283 | $313.4K | 0.07% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 6,565 | $313.0K | 0.35% | +85+1.3% | Added |
| Bristlecone Advisors, LLC | 7,249 | $311.9K | 0.04% | +1,024+16.4% | Added |
| Loudon Investment Management, LLC | 7,166 | $308.4K | 0.22% | +1,131+18.7% | Added |
| Romano Brothers and Company | 7,163 | $308.2K | 0.05% | +152+2.2% | Added |
| Lafayette Investments, Inc. | 7,145 | $307.4K | 0.09% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 7,143 | $307.4K | 0.14% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 6,278 | $306.7K | 0.07% | −3,541−36.1% | Reduced |
| 1620 Investment Advisors, Inc. | 7,127 | $306.7K | 0.37% | +196+2.8% | Added |
| Aquatic Capital Management LLC | 7,100 | $306.0K | 0.02% | −41,100−85.3% | Reduced |
| Select Asset Management & Trust | 7,097 | $305.0K | 0.37% | −275−3.7% | Reduced |
| Johnson Investment Counsel Inc | 7,071 | $304.3K | 0.00% | +2,185+44.7% | Added |
| Flagship Harbor Advisors, LLC | 7,065 | $304.0K | 0.03% | +1,991+39.2% | Added |
| Rock Point Advisors, LLC | 7,050 | $303.0K | 0.10% | −300−4.1% | Reduced |
| Vigilant Capital Management, LLC | 7,020 | $302.0K | 0.03% | −324−4.4% | Reduced |
| LMCG Investments, LLC | 7,014 | $301.8K | 0.02% | +12+0.2% | Added |
| Sage Mountain Advisors LLC | 6,986 | $300.6K | 0.07% | +1,532+28.1% | Added |
| Quadrant Private Wealth Management, LLC | 6,949 | $299.0K | 0.10% | +6,949 | New |
| Silver Oak Securities, Inc | 6,941 | $299.0K | 0.06% | −505−6.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,945 | $298.8K | 0.04% | −1,208−14.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,908 | $297.3K | 0.29% | +362+5.5% | Added |
| Great Valley Advisor Group, Inc. | 6,870 | $295.8K | 0.02% | +666+10.7% | Added |
| Tobam | 6,867 | $295.0K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 6,807 | $293.0K | 0.07% | +505+8.0% | Added |
| Money Concepts Capital Corp | 6,800 | $292.6K | 0.01% | +6,302+1,265.5% | Added |
| SageView Advisory Group, LLC | 6,797 | $292.5K | 0.02% | +6,797 | New |
| Parkside Financial Bank & Trust | 6,753 | $290.6K | 0.08% | +430+6.8% | Added |
| TCWP LLC | 6,731 | $289.6K | 0.06% | +496+8.0% | Added |
| Mendel Money Management | 6,694 | $288.0K | 0.16% | +22+0.3% | Added |
| Insigneo Advisory Services, LLC | 6,650 | $286.0K | 0.11% | +6,650 | New |
| Community Bank & Trust, Waco, Texas | 6,619 | $285.0K | 0.09% | +357+5.7% | Added |
| Baldwin Brothers Inc | 6,556 | $282.1K | 0.03% | +6,555+655,500.0% | Added |
| Federation des caisses Desjardins du Quebec | 6,518 | $280.5K | 0.00% | 00.0% | Unchanged |
| Veracity Capital LLC | 6,518 | $280.5K | 0.13% | −580−8.2% | Reduced |
| High Net Worth Advisory Group LLC | 6,516 | $280.4K | 0.11% | −906−12.2% | Reduced |
| Canton Hathaway, LLC | 6,516 | $280.0K | 0.10% | 00.0% | Unchanged |
| David Loasby | 6,038 | $280.0K | 0.04% | +6,038 | New |
| Horizon Financial Services, LLC | 6,494 | $279.4K | 0.24% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 6,453 | $277.7K | 0.08% | +1,424+28.3% | Added |
| Benin Management CORP | 6,448 | $277.5K | 0.11% | −50−0.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 6,355 | $273.5K | 0.02% | +6,355 | New |
| Emfo, LLC | 6,315 | $271.7K | 0.27% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,280 | $270.2K | 0.04% | −1,660−20.9% | Reduced |
| Keudell/Morrison Wealth Management | 6,259 | $269.3K | 0.09% | −203−3.1% | Reduced |
| ARGI Investment Services, LLC | 6,248 | $269.0K | 0.01% | −114−1.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 6,221 | $267.7K | 0.07% | −5,887−48.6% | Reduced |
| Connors Investor Services Inc | 6,220 | $267.6K | 0.03% | 00.0% | Unchanged |
| Argent Capital Management LLC | 6,215 | $267.4K | 0.01% | −3,749−37.6% | Reduced |
| Annapolis Financial Services, LLC | 6,215 | $267.4K | 0.09% | −343−5.2% | Reduced |
| Augustine Asset Management Inc | 6,205 | $267.0K | 0.15% | −93−1.5% | Reduced |
| Chiron Capital Management, LLC | 6,200 | $266.8K | 0.19% | +600+10.7% | Added |
| Cassady Schiller Wealth Management, LLC | 6,172 | $265.6K | 0.16% | −429−6.5% | Reduced |
| Ballew Advisors, Inc | 5,602 | $264.3K | 0.20% | −1,525−21.4% | Reduced |
| ASB Consultores, LLC | 6,138 | $264.1K | 0.11% | −1,639−21.1% | Reduced |
| One River Asset Management, LLC | 6,110 | $263.7K | 0.18% | +6,110 | New |
| Western Wealth Management, LLC | 6,099 | $262.5K | 0.03% | −7,037−53.6% | Reduced |
| Gladstone Institutional Advisory LLC | 6,084 | $261.8K | 0.02% | −3,162−34.2% | Reduced |
| Taylor Hoffman Wealth Management | 6,060 | $260.8K | 0.16% | −13,939−69.7% | Reduced |
| Montecito Bank & Trust | 6,044 | $260.0K | 0.06% | −423−6.5% | Reduced |
| Patriot Investment Management Inc. | 5,293 | $258.5K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,997 | $258.1K | 0.00% | −439−6.8% | Reduced |
| Goepper Burkhardt LLC | 5,951 | $256.1K | 0.18% | −100−1.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,895 | $253.7K | 0.01% | +5,895 | New |
| Quent Capital, LLC | 5,865 | $252.4K | 0.05% | +3,124+114.0% | Added |
| Capital Square, LLC | 5,824 | $250.6K | 0.23% | +40+0.7% | Added |
| TrinityPoint Wealth, LLC | 5,787 | $249.0K | 0.06% | +165+2.9% | Added |
| AdvisorNet Financial, Inc | 5,780 | $248.7K | 0.02% | −71−1.2% | Reduced |
| Evercore Wealth Management, LLC | 5,763 | $248.0K | 0.01% | −17−0.3% | Reduced |
| Bremer Bank National Association | 5,741 | $247.0K | 0.05% | −3,786−39.7% | Reduced |
| Sargent Bickham Lagudis LLC | 5,739 | $246.9K | 0.02% | −2,792−32.7% | Reduced |
| Andesa Financial Management Inc. | 5,699 | $245.2K | 0.13% | −984−14.7% | Reduced |
| Aua Capital Management, LLC | 5,680 | $244.4K | 0.17% | 00.0% | Unchanged |
| Central Bank & Trust Co | 5,673 | $244.1K | 0.05% | +373+7.0% | Added |
| Country Club Bank | 5,661 | $243.6K | 0.02% | +11+0.2% | Added |
| Hartford Financial Management Inc. | 5,549 | $238.8K | 0.06% | 00.0% | Unchanged |
| Strategic Wealth Designers | 5,205 | $238.1K | 0.06% | −93−1.8% | Reduced |
| HHM Wealth Advisors, LLC | 5,527 | $237.8K | 0.05% | −413−7.0% | Reduced |
| Empowered Funds, LLC | 5,523 | $237.7K | 0.02% | +5,523 | New |
| Cornerstone Management, Inc. | 5,521 | $237.6K | 0.07% | 00.0% | Unchanged |