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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 2,980 | $128.2K | 0.05% | +540+22.1% | Added |
| Boyd Watterson Asset Management LLC | 2,959 | $127.3K | 0.05% | +2,959 | New |
| SRS Capital Advisors, Inc. | 2,865 | $123.3K | 0.02% | −2,984−51.0% | Reduced |
| Exos TFP Holdings LLC | 2,838 | $122.1K | 0.03% | +2,838 | New |
| Raffa Wealth Management, LLC | 2,823 | $121.5K | 0.05% | −1,066−27.4% | Reduced |
| Proffitt & Goodson Inc | 2,815 | $121.1K | 0.03% | −143−4.8% | Reduced |
| Covestor Ltd | 2,779 | $120.0K | 0.10% | +644+30.2% | Added |
| JJJ Advisors Inc. | 2,523 | $119.0K | 0.03% | −89−3.4% | Reduced |
| Crewe Advisors LLC | 2,705 | $116.4K | 0.02% | +1,134+72.2% | Added |
| Bank of New Hampshire | 2,692 | $116.0K | 0.03% | −595−18.1% | Reduced |
| Clear Investment Research, LLC | 2,677 | $115.0K | 0.22% | −160−5.6% | Reduced |
| Manchester Capital Management LLC | 2,628 | $113.1K | 0.02% | −1,063−28.8% | Reduced |
| Gables Capital Management Inc. | 2,531 | $108.9K | 0.08% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,519 | $108.0K | 0.00% | +458+22.2% | Added |
| Headlands Technologies LLC | 2,426 | $104.0K | 0.08% | +2,426 | New |
| Wellspring Financial Advisors, LLC | 2,406 | $103.5K | 0.03% | +2,406 | New |
| Harbor Investment Advisory, LLC | 2,252 | $96.9K | 0.02% | −643−22.2% | Reduced |
| Creative Financial Designs Inc | 2,193 | $94.3K | 0.01% | +2+0.1% | Added |
| Sittner & Nelson, LLC | 2,175 | $93.6K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,977 | $85.1K | 0.01% | −1,000−33.6% | Reduced |
| IMA Wealth, Inc. | 1,961 | $84.4K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,873 | $80.6K | 0.00% | +1,873 | New |
| Providence Capital Advisors, LLC | 1,857 | $79.9K | 0.02% | +1,452+358.5% | Added |
| Atlantic Trust, LLC | 1,846 | $79.0K | 0.03% | −141−7.1% | Reduced |
| Monetary Management Group Inc | 1,830 | $78.7K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,803 | $77.6K | 0.01% | +3+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,792 | $77.1K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,780 | $76.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,731 | $74.5K | 0.05% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 1,706 | $73.4K | 0.02% | +1,706 | New |
| Point72 Asset Management, L.P. | 1,704 | $73.3K | 0.00% | +1,704 | New |
| PFG Private Wealth Management, LLC | 1,656 | $71.0K | 0.04% | −346−17.3% | Reduced |
| Front Row Advisors LLC | 1,653 | $71.0K | 0.04% | −2−0.1% | Reduced |
| Arrow Financial Corp | 1,625 | $70.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,613 | $69.4K | 0.05% | +188+13.2% | Added |
| Stephens Consulting, LLC | 1,555 | $66.9K | 0.04% | −185−10.6% | Reduced |
| Abound Wealth Management | 1,546 | $66.5K | 0.03% | +88+6.0% | Added |
| Halpern Financial, Inc. | 1,532 | $65.9K | 0.02% | 00.0% | Unchanged |
| American National Bank | 1,521 | $65.0K | 0.01% | −20−1.3% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,491 | $64.2K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,445 | $62.2K | 0.03% | +1,445 | New |
| Macroview Investment Management LLC | 1,391 | $59.8K | 0.10% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,342 | $58.0K | 0.01% | −7,760−85.3% | Reduced |
| Farther Finance Advisors, LLC | 1,319 | $56.8K | 0.02% | +1,319 | New |
| TCI Wealth Advisors, Inc. | 1,314 | $56.5K | 0.01% | −283−17.7% | Reduced |
| Capital Analysts, LLC | 1,293 | $56.0K | 0.00% | −46−3.4% | Reduced |
| American State Bank (Iowa) | 1,294 | $55.7K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,290 | $55.5K | 0.05% | +465+56.4% | Added |
| Highlander Capital Management, LLC | 1,280 | $55.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 1,273 | $54.8K | 0.03% | +173+15.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,228 | $53.0K | 0.04% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1,192 | $50.0K | 0.04% | +76+6.8% | Added |
| RWM Asset Management, LLC | 1,107 | $47.6K | 0.01% | +6+0.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,096 | $47.2K | 0.00% | −15−1.4% | Reduced |
| Westside Investment Management, Inc. | 1,070 | $46.0K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,011 | $43.5K | 0.01% | +1,011 | New |
| CKW Financial Group | 1,000 | $43.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 977 | $42.1K | 0.01% | +33+3.5% | Added |
| Capital Advisors, Ltd. LLC | 2,263 | $42.0K | 0.01% | +1,861+462.9% | Added |
| Rosenberg Matthew Hamilton | 975 | $41.9K | 0.01% | +2+0.2% | Added |
| Exchange Traded Concepts, LLC | 960 | $41.3K | 0.00% | −4,670−82.9% | Reduced |
| Cornerstone Planning Group LLC | 805 | $38.4K | 0.02% | +805 | New |
| Wellington Shields Capital Management, LLC | 875 | $37.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 869 | $37.4K | 0.01% | −11−1.3% | Reduced |
| Horizons Wealth Management | 853 | $37.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 852 | $36.7K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 854 | $36.0K | 0.00% | −1,092−56.1% | Reduced |
| First Personal Financial Services | 777 | $33.4K | 0.01% | −418−35.0% | Reduced |
| Armstrong Advisory Group, Inc | 775 | $33.3K | 0.00% | +775 | New |
| Tradition Wealth Management, LLC | 775 | $33.0K | 0.00% | +12+1.6% | Added |
| Newbridge Financial Services Group, Inc. | 759 | $32.7K | 0.02% | +136+21.8% | Added |
| Earnest Partners LLC | 745 | $32.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 745 | $32.1K | 0.03% | +15+2.1% | Added |
| AXS Investments LLC | 730 | $31.4K | 0.01% | +730 | New |
| Norwood Financial Corp | 699 | $30.1K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 683 | $29.0K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 683 | $29.0K | 0.01% | +683 | New |
| Grey Fox Wealth Advisors, LLC | 653 | $28.1K | 0.02% | +653 | New |
| Webster Bank, N. A. | 639 | $27.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 608 | $26.2K | 0.01% | +608 | New |
| Pinnacle Bancorp, Inc. | 598 | $26.0K | 0.01% | −317−34.6% | Reduced |
| City State Bank | 550 | $24.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 544 | $23.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 525 | $23.0K | 0.00% | −147−21.9% | Reduced |
| Antonetti Capital Management LLC | 525 | $22.6K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 505 | $21.7K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 500 | $21.5K | 0.01% | −663−57.0% | Reduced |
| Retirement Financial Solutions, LLC | 497 | $21.4K | 0.02% | +497 | New |
| CoreFirst Bank & Trust | 491 | $21.1K | 0.02% | −62−11.2% | Reduced |
| Clean Yield Group | 488 | $21.0K | 0.01% | +208+74.3% | Added |
| McIlrath & Eck, LLC | 480 | $20.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 473 | $20.4K | 0.00% | +473 | New |
| Beacon Capital Management, LLC | 471 | $20.3K | 0.01% | +16+3.5% | Added |
| Missouri Trust & Investment Co | 454 | $20.0K | 0.01% | −445−49.5% | Reduced |
| Richard W. Paul & Associates, LLC | 462 | $19.9K | 0.01% | +462 | New |
| Householder Group Estate & Retirement Specialist, LLC | 455 | $19.0K | 0.03% | +5+1.1% | Added |
| Operose Advisors LLC | 418 | $18.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 418 | $18.0K | 0.01% | −21−4.8% | Reduced |
| Corrado Advisors, LLC | 403 | $17.3K | 0.01% | +403 | New |
| Perkins Coie Trust Co | 395 | $17.0K | 0.01% | −490−55.4% | Reduced |