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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 5,511 | $237.0K | 0.03% | +5,511 | New |
| Southern Capital Advisors, LLC | 5,496 | $236.5K | 0.18% | +62+1.1% | Added |
| Accurate Wealth Management, LLC | 5,129 | $235.9K | 0.09% | −40−0.8% | Reduced |
| Optimum Investment Advisors | 5,474 | $235.5K | 0.13% | −400−6.8% | Reduced |
| Mirabella Financial Services LLP | 5,449 | $234.5K | 0.02% | +627+13.0% | Added |
| Riverwater Partners LLC | 5,449 | $234.5K | 0.20% | +5,449 | New |
| Aviance Capital Partners, LLC | 5,448 | $234.4K | 0.05% | +123+2.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,417 | $233.1K | 0.12% | +5,417 | New |
| Concord Asset Management, LLC | 5,408 | $232.7K | 0.16% | +5,408 | New |
| Millennium Capital Advisors, LLC | 5,400 | $232.4K | 0.23% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,367 | $230.9K | 0.11% | +412+8.3% | Added |
| Samalin Investment Counsel, LLC | 5,333 | $229.5K | 0.15% | +259+5.1% | Added |
| Oxford Financial Group Ltd | 5,315 | $228.7K | 0.03% | +5,315 | New |
| Northside Capital Management, LLC | 5,313 | $228.6K | 0.07% | +5,313 | New |
| Baron Wealth Management LLC | 5,312 | $228.6K | 0.18% | +5,312 | New |
| AlphaMark Advisors, LLC | 5,302 | $228.0K | 0.11% | +622+13.3% | Added |
| Atlas Wealth Partners, LLC | 4,550 | $228.0K | 1.41% | +4,550 | New |
| M. Kulyk & Associates, LLC | 5,298 | $228.0K | 0.08% | −12−0.2% | Reduced |
| New Jersey Better Educational Savings Trust | 5,292 | $227.7K | 0.67% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,276 | $227.0K | 0.01% | +718+15.8% | Added |
| Cornerstone Wealth Group, LLC | 5,266 | $226.6K | 0.04% | −210−3.8% | Reduced |
| Second Half Financial Partners, LLC | 4,583 | $226.4K | 0.15% | +4,583 | New |
| Tandem Capital Management Corp | 5,212 | $224.3K | 0.18% | −440−7.8% | Reduced |
| Meyer Handelman Co | 5,200 | $223.8K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,200 | $223.8K | 0.05% | +5,200 | New |
| SC&H Financial Advisors, Inc. | 5,183 | $223.0K | 0.09% | 00.0% | Unchanged |
| Next Level Private LLC | 4,868 | $223.0K | 0.16% | +4,868 | New |
| HC Advisors, LLC | 5,174 | $222.7K | 0.15% | +4+0.1% | Added |
| Financial Partners Group, LLC | 5,154 | $221.8K | 0.13% | +5,154 | New |
| Acorn Financial Advisory Services Inc | 5,117 | $220.2K | 0.05% | +5,117 | New |
| Sutton Wealth Advisors Inc. | 5,068 | $218.1K | 0.08% | −146−2.8% | Reduced |
| HighTower Trust Services, LTA | 5,115 | $217.6K | 0.02% | −718−12.3% | Reduced |
| Toth Financial Advisory Corp | 5,056 | $217.6K | 0.04% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 5,055 | $217.5K | 0.03% | −86−1.7% | Reduced |
| Neo Ivy Capital Management | 5,040 | $217.0K | 0.15% | +1,386+37.9% | Added |
| Oakworth Capital, Inc. | 5,036 | $216.7K | 0.02% | 00.0% | Unchanged |
| CFO4Life, L.P. | 5,024 | $216.2K | 0.05% | +5,024 | New |
| CFO4Life Group, LLC | 5,024 | $216.2K | 0.05% | +5,024 | New |
| Tocqueville Asset Management L.P. | 4,994 | $214.9K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 4,963 | $213.6K | 0.01% | +4,963 | New |
| Inceptionr LLC | 4,957 | $213.3K | 0.11% | +4,957 | New |
| FineMark National Bank & Trust | 4,914 | $211.4K | 0.01% | +4,914 | New |
| Stewardship Advisors, LLC | 4,909 | $211.2K | 0.09% | 00.0% | Unchanged |
| Riverview Trust Co | 4,893 | $211.0K | 0.20% | −2,219−31.2% | Reduced |
| First Foundation Advisors | 4,885 | $210.2K | 0.01% | −1,360−21.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,880 | $210.0K | 0.02% | +4,880 | New |
| New Republic Capital, LLC | 4,870 | $209.6K | 0.17% | +4,870 | New |
| Hexagon Capital Partners LLC | 4,856 | $209.0K | 0.06% | +1,270+35.4% | Added |
| Insight Advisors, LLC | 4,776 | $208.4K | 0.07% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 4,812 | $207.1K | 0.10% | −247−4.9% | Reduced |
| Eagle Capital Management, LLC | 4,798 | $206.0K | 0.15% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 4,753 | $204.5K | 0.17% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,736 | $204.0K | 0.00% | +75+1.6% | Added |
| Amplius Wealth Advisors, LLC | 200,303 | $203.9K | 0.03% | −292−0.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 4,735 | $203.8K | 0.14% | −5,785−55.0% | Reduced |
| Joule Financial, LLC | 4,729 | $203.5K | 0.13% | +4,729 | New |
| Stillwater Investment Management, LLC | 4,728 | $203.5K | 0.06% | +52+1.1% | Added |
| Principle Wealth Partners LLC | 4,721 | $203.1K | 0.02% | +4,721 | New |
| Sentry Investment Management LLC | 4,712 | $203.0K | 0.09% | −4,197−47.1% | Reduced |
| Nations Financial Group Inc, | 4,717 | $203.0K | 0.02% | +4,717 | New |
| Worth Asset Management, LLC | 4,703 | $202.3K | 0.14% | +3+0.1% | Added |
| Alaethes Wealth LLC | 4,700 | $202.2K | 0.14% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 4,696 | $202.1K | 0.07% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,689 | $201.8K | 0.01% | −18,714−80.0% | Reduced |
| TD Waterhouse Canada Inc. | 4,527 | $201.7K | 0.00% | −448−9.0% | Reduced |
| Truadvice, LLC | 4,254 | $200.6K | 0.11% | −478−10.1% | Reduced |
| Home Federal Bank of Tennessee | 4,661 | $200.6K | 0.08% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,590 | $197.5K | 0.04% | −215−4.5% | Reduced |
| Dakota Community Bank & Trust NA | 4,555 | $196.0K | 1.11% | −673−12.9% | Reduced |
| CenterStar Asset Management, LLC | – | $194.0K | 0.36% | – | New |
| Wellington Shields & Co., LLC | 4,455 | $191.7K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4,404 | $189.5K | 0.01% | +2,042+86.5% | Added |
| CVA Family Office, LLC | 4,385 | $188.7K | 0.05% | +305+7.5% | Added |
| Arlington Partners LLC | 4,237 | $182.3K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,174 | $179.6K | 0.03% | −111−2.6% | Reduced |
| Desjardins Global Asset Management Inc. | 4,063 | $174.0K | 0.03% | +33+0.8% | Added |
| Bollard Group LLC | 3,909 | $168.0K | 0.01% | +45+1.2% | Added |
| Johnson Financial Group, Inc. | 3,862 | $166.2K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,842 | $165.3K | 0.09% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,804 | $163.7K | 0.01% | −166−4.2% | Reduced |
| Prestige Wealth Management Group LLC | 3,749 | $161.3K | 0.04% | +9+0.2% | Added |
| Ci Investments Inc. | 3,727 | $160.0K | 0.00% | +1,951+109.9% | Added |
| United Community Bank | 3,610 | $155.3K | 0.15% | −310−7.9% | Reduced |
| Payden & Rygel | 3,600 | $155.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,600 | $155.0K | 0.09% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 3,586 | $154.3K | 0.08% | +3,586 | New |
| CoreCap Advisors, LLC | 3,539 | $152.3K | 0.01% | +3,539 | New |
| M&R Capital Management Inc | 3,531 | $152.0K | 0.04% | −534−13.1% | Reduced |
| Mechanics Financial Corp | 3,495 | $150.0K | 0.09% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,448 | $148.4K | 0.04% | −2,731−44.2% | Reduced |
| First Command Bank | 3,398 | $146.0K | 0.02% | −202−5.6% | Reduced |
| First Command Financial Services, Inc. | 3,398 | $146.0K | 0.02% | −202−5.6% | Reduced |
| Gradient Investments LLC | 3,362 | $144.7K | 0.00% | −285,010−98.8% | Reduced |
| Ellevest, Inc. | 3,299 | $142.0K | 0.01% | −585−15.1% | Reduced |
| Lansing Street Advisors | 3,235 | $139.2K | 0.10% | −1,628−33.5% | Reduced |
| Washington Trust Advisors, Inc. | 3,166 | $136.2K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3,092 | $133.0K | 0.12% | +19+0.6% | Added |
| Tompkins Financial Corp | 3,080 | $132.0K | 0.02% | −166−5.1% | Reduced |
| KB Financial Partners, LLC | 3,023 | $130.0K | 0.04% | −3−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 3,010 | $129.5K | 0.05% | −2,187−42.1% | Reduced |