Truist Financial Corp

TFC

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000092230

SEC filings (opens in a new tab)

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.

Other share classesTFC.PI TFC.PO TFC.PR

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.

Institutional holdersQ4 2022: 1,491 institutions

Value heldQ4 2022: $42.2B

Institutions holding TFC and their total value by quarter
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.

Institutions holding TFC in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Trifecta Capital Advisors, LLC	382	$16.4K	0.01%	+382	New
Core Alternative Capital	373	$16.1K	0.00%	−590−61.3%	Reduced
Maryland Capital Advisors Inc.	372	$16.0K	0.01%	00.0%	Unchanged
Cambridge Trust Co	383	$16.0K	0.00%	−853−69.0%	Reduced
Citizens National Bank Trust Department	380	$16.0K	0.00%	−180−32.1%	Reduced
BOK Financial Private Wealth, Inc.	370	$15.9K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	360	$15.5K	0.01%	00.0%	Unchanged
Baker Avenue Asset Management, LP	356	$15.3K	0.00%	+356	New
Baystate Wealth Management LLC	342	$15.0K	0.00%	+4+1.2%	Added
Pflug Koory, LLC	338	$15.0K	0.01%	00.0%	Unchanged
Credit Agricole S A	329	$14.2K	0.00%	+329	New
Bangor Savings Bank	324	$14.0K	0.00%	00.0%	Unchanged
Baldrige Asset Management LLC	320	$14.0K	0.01%	00.0%	Unchanged
US Asset Management LLC	320	$14.0K	0.02%	+320	New
WR Wealth Planners, LLC	325	$14.0K	0.01%	+3+0.9%	Added
Bell Investment Advisors, Inc	323	$13.9K	0.00%	−457−58.6%	Reduced
Key Financial Inc	318	$13.8K	0.01%	00.0%	Unchanged
Solstein Capital, LLC	311	$13.4K	0.01%	00.0%	Unchanged
TSFG, LLC	293	$13.0K	0.01%	00.0%	Unchanged
Ancora Advisors, LLC	317	$13.0K	0.00%	+52+19.6%	Added
Activest Wealth Management	200	$12.9K	0.00%	00.0%	Unchanged
Centennial Bank	299	$12.9K	0.01%	+299	New
Thomas J. Herzfeld Advisors, Inc.	291	$12.5K	0.01%	00.0%	Unchanged
Schubert & Co	290	$12.5K	0.01%	−68−19.0%	Reduced
Madden Securities Corp	287	$12.3K	0.01%	+287	New
Morton Brown Family Wealth, LLC	263	$11.3K	0.01%	−93−26.1%	Reduced
Tyler-Stone Wealth Management	250	$11.0K	0.01%	00.0%	Unchanged
Trust Co	253	$11.0K	0.00%	+253	New
Steward Financial Group LLC	256	$11.0K	0.01%	+256	New
TCTC Holdings, LLC	255	$11.0K	0.00%	−63−19.8%	Reduced
Global Trust Asset Management, LLC	250	$10.8K	0.01%	00.0%	Unchanged
Private Ocean, LLC	248	$10.7K	0.00%	+1+0.4%	Added
Founders Capital Management	225	$10.0K	0.01%	00.0%	Unchanged
Accel Wealth Management	221	$9.51K	0.00%	00.0%	Unchanged
My Personal CFO, LLC	220	$9.47K	0.01%	+220	New
JFS Wealth Advisors, LLC	213	$9.16K	0.00%	−2,452−92.0%	Reduced
Acima Private Wealth, LLC	213	$9.16K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	212	$9.12K	0.01%	00.0%	Unchanged
Horan Securities, Inc.	208	$8.95K	0.01%	+89+74.8%	Added
BerganKDV Wealth Management, LLC	208	$8.94K	0.00%	−840−80.2%	Reduced
Mine & Arao Wealth Creation & Management, LLC.	201	$8.65K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	200	$8.61K	0.00%	00.0%	Unchanged
Northwest Investment Counselors, LLC	180	$7.75K	0.00%	00.0%	Unchanged
Freedom Wealth Alliance, LLC	175	$7.53K	0.01%	+175	New
Tilia Fiduciary Partners, Inc.	174	$7.49K	0.01%	00.0%	Unchanged
Heritage Wealth Management, LLC	170	$7.32K	0.00%	+150+750.0%	Added
Truvestments Capital LLC	167	$7.19K	0.00%	+167	New
Cedar Mountain Advisors, LLC	163	$7.01K	0.00%	00.0%	Unchanged
Sierra Capital LLC	159	$7.00K	0.00%	00.0%	Unchanged
Pin Oak Investment Advisors Inc	160	$7.00K	0.01%	+160	New
Addison Advisors LLC	143	$6.15K	0.00%	−19−11.7%	Reduced
Cary Street Partners Asset Management LLC	140	$6.02K	0.00%	00.0%	Unchanged
Kistler-Tiffany Companies, LLC	133	$5.72K	0.00%	00.0%	Unchanged
Castleview Partners, LLC	132	$5.68K	0.01%	00.0%	Unchanged
Coastal Capital Group, Inc.	129	$5.62K	0.00%	00.0%	Unchanged
Paloma Partners Management Co	130	$5.59K	0.00%	−170−56.7%	Reduced
Luken Investment Analytics, LLC	129	$5.55K	0.00%	+129	New
Sit Investment Associates Inc	125	$5.00K	0.00%	−77,345−99.8%	Reduced
Tortoise Investment Management, LLC	112	$4.82K	0.00%	−40−26.3%	Reduced
Estabrook Capital Management	97	$4.17K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	95	$4.09K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	114	$4.00K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	88	$3.79K	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	88	$3.79K	0.00%	+24+37.5%	Added
EWG Elevate Inc.	81	$3.48K	0.00%	+81	New
Coppell Advisory Solutions LLC	81	$3.48K	0.00%	+81	New
Coppell Advisory Solutions Corp.	81	$3.48K	0.00%	+81	New
PrairieView Partners, LLC	76	$3.00K	0.00%	−151−66.5%	Reduced
PEAK6 Investments LLC	69	$2.97K	0.00%	+69	New
Atlas Capital Advisors LLC	68	$2.93K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	62	$2.67K	0.00%	+20+47.6%	Added
Riggs Asset Managment Co. Inc.	61	$2.63K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	53	$2.28K	0.00%	−4−7.0%	Reduced
Laffer Tengler Investments	50	$2.15K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	51	$2.00K	0.00%	+8+18.6%	Added
McClarren Financial Advisors, Inc.	52	$2.00K	0.00%	+1+2.0%	Added
Focused Wealth Management, Inc	45	$1.94K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	45	$1.94K	0.00%	00.0%	Unchanged
MinichMacGregor Wealth Management, LLC	40	$1.72K	0.00%	+40	New
Lowe Wealth Advisors, LLC	30	$1.29K	0.00%	00.0%	Unchanged
TFC Financial Management	22	$958	0.00%	−1−4.3%	Reduced
Lee Financial Co	22	$947	0.00%	−152−87.4%	Reduced
Sanctuary Wealth Management, L.L.C.	21	$904	0.00%	+21	New
Global Financial Private Client, LLC	16	$688	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	10	$430	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	43	$392	0.00%	+43	New
Goodwin Investment Advisory	8	$344	0.00%	−751−98.9%	Reduced
Bellwether Advisors, LLC	8	$344	0.00%	+8	New
Independent Advisor Alliance	127,170	–	–	+914+0.7%	Added
First Community Trust NA	2	–	–	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	1	–	–	00.0%	Unchanged
Wallington Asset Management, LLC	0	$0	0.00%	−180,384−100.0%	Sold out
Wealth Advisory Solutions, LLC	0	$0	0.00%	−152,910−100.0%	Sold out
MUFG Securities EMEA plc	0	$0	0.00%	−100,000−100.0%	Sold out
AlphaCrest Capital Management LLC	0	$0	0.00%	−88,629−100.0%	Sold out
Cypress Capital Management LLC	0	$0	0.00%	−84,422−100.0%	Sold out
Occudo Quantitative Strategies LP	0	$0	0.00%	−76,294−100.0%	Sold out
Resource Consulting Group Inc	0	$0	0.00%	−64,207−100.0%	Sold out
Magnetar Financial LLC	0	$0	0.00%	−48,806−100.0%	Sold out
Point72 Hong Kong Ltd	0	$0	0.00%	−40,787−100.0%	Sold out