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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 347,817 | $15.0M | 0.13% | +4,449+1.3% | Added |
| MetLife Investment Management | 346,566 | $14.9M | 0.11% | −5,580−1.6% | Reduced |
| Crawford Investment Counsel Inc | 343,486 | $14.8M | 0.32% | +332,520+3,032.3% | Added |
| Tweedy, Browne Co LLC | 339,199 | $14.6M | 0.78% | −479,705−58.6% | Reduced |
| Oppenheimer Asset Management Inc. | 337,744 | $14.5M | 0.23% | −178,822−34.6% | Reduced |
| CI Private Wealth, LLC | 335,042 | $14.4M | 0.05% | +335,042 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 334,354 | $14.4M | 0.20% | −26,844−7.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 331,516 | $14.3M | 1.10% | −5,160−1.5% | Reduced |
| Wesbanco Bank Inc | 322,152 | $13.9M | 0.62% | +78,753+32.4% | Added |
| Comerica Bank | 293,977 | $13.9M | 0.11% | −5,634−1.9% | Reduced |
| Handelsbanken Fonder AB | 319,170 | $13.7M | 0.09% | +3,181+1.0% | Added |
| Forsta Ap-Fonden | 318,100 | $13.7M | 0.15% | +38,100+13.6% | Added |
| ProShare Advisors LLC | 315,828 | $13.6M | 0.05% | +67,485+27.2% | Added |
| Raymond James Trust N.A. | 314,243 | $13.5M | 0.45% | +7,947+2.6% | Added |
| Cullen/Frost Bankers, Inc. | 310,939 | $13.4M | 0.26% | +50,725+19.5% | Added |
| Tower Bridge Advisors | 310,382 | $13.4M | 1.11% | −2,562−0.8% | Reduced |
| Public Sector Pension Investment Board | 307,621 | $13.2M | 0.11% | +41,157+15.4% | Added |
| United Capital Financial Advisers, LLC | 306,382 | $13.2M | 0.07% | +5,695+1.9% | Added |
| Janus Henderson Group PLC | 304,890 | $13.1M | 0.01% | +20,341+7.1% | Added |
| Robeco Institutional Asset Management B.V. | 304,168 | $13.1M | 0.04% | −66,109−17.9% | Reduced |
| Peapack Gladstone Financial Corp | 295,526 | $12.7M | 0.25% | −8,014−2.6% | Reduced |
| CIBC Asset Management Inc | 292,267 | $12.6M | 0.05% | −4,529−1.5% | Reduced |
| Natixis Advisors, L.P. | 289,640 | $12.5M | 0.05% | −155,347−34.9% | Reduced |
| Haverford Trust Co | 284,652 | $12.2M | 0.15% | −14,100−4.7% | Reduced |
| Creative Planning | 283,374 | $12.2M | 0.02% | +11,588+4.3% | Added |
| Dana Investment Advisors, Inc. | 281,987 | $12.1M | 0.64% | +23,934+9.3% | Added |
| Delta Asset Management LLC | 278,420 | $12.0M | 1.30% | −963−0.3% | Reduced |
| Verity & Verity, LLC | 277,635 | $11.9M | 1.56% | +14,316+5.4% | Added |
| Pinnacle Financial Partners Inc | 267,713 | $11.5M | 0.33% | −44,887−14.4% | Reduced |
| Ledyard National Bank | 267,177 | $11.5M | 1.35% | −2,927−1.1% | Reduced |
| Chartwell Investment Partners, LLC | 265,752 | $11.4M | 0.45% | −2,583−1.0% | Reduced |
| MML Investors Services, LLC | 265,044 | $11.4M | 0.07% | +36,738+16.1% | Added |
| IFM Investors Pty Ltd | 264,063 | $11.4M | 0.19% | +34,262+14.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 263,687 | $11.3M | 0.06% | +688+0.3% | Added |
| Bryn Mawr Trust Co | 263,182 | $11.3M | 0.51% | +680.0% | Added |
| Montag A & Associates Inc | 261,667 | $11.3M | 0.75% | −22,942−8.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 258,456 | $11.1M | 2.53% | +258,456 | New |
| Stieven Capital Advisors, L.P. | 253,000 | $10.9M | 1.96% | +500+0.2% | Added |
| DnB Asset Management AS | 251,955 | $10.8M | 0.08% | +19,830+8.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 245,646 | $10.6M | 0.03% | +9,393+4.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 243,260 | $10.5M | 0.15% | −40,335−14.2% | Reduced |
| Kanawha Capital Management LLC | 243,834 | $10.5M | 1.03% | +1,091+0.4% | Added |
| Stephens Inc | 243,177 | $10.5M | 0.21% | +10,225+4.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 241,911 | $10.4M | 0.08% | −2,223−0.9% | Reduced |
| McRae Capital Management Inc | 237,265 | $10.2M | 2.99% | −16,450−6.5% | Reduced |
| Washington Trust Co | 236,919 | $10.2M | 0.47% | −59,477−20.1% | Reduced |
| Cubist Systematic Strategies, LLC | 236,213 | $10.2M | 0.09% | +161,180+214.8% | Added |
| Utah Retirement Systems | 236,025 | $10.2M | 0.16% | −2,300−1.0% | Reduced |
| Systematic Alpha Investments, LLC | 233,937 | $10.1M | 0.51% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 233,059 | $10.0M | 1.19% | +13,721+6.3% | Added |
| Quadrature Capital Ltd | 232,946 | $10.0M | 0.30% | +162,603+231.2% | Added |
| Wade G W & Inc | 231,022 | $9.94M | 0.41% | −47,385−17.0% | Reduced |
| Chesley Taft & Associates LLC | 230,891 | $9.94M | 0.68% | −28,850−11.1% | Reduced |
| Associated Banc-Corp | 229,998 | $9.90M | 0.41% | +4,079+1.8% | Added |
| FDx Advisors, Inc. | 229,645 | $9.88M | 0.43% | +4,741+2.1% | Added |
| Crestline Management, LP | 229,000 | $9.85M | 1.44% | +229,000 | New |
| Sonora Investment Management Group, LLC | 226,238 | $9.74M | 0.89% | +12,139+5.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 226,032 | $9.73M | 0.39% | −6,425−2.8% | Reduced |
| Rowland & Co Investment Counsel | 222,734 | $9.72M | 2.41% | −274−0.1% | Reduced |
| ING Groep NV | 225,392 | $9.70M | 0.10% | +225,392 | New |
| Gofen & Glossberg LLC | 224,641 | $9.67M | 0.25% | −1,425−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 224,269 | $9.65M | 0.08% | +30,258+15.6% | Added |
| M&G Investment Management Ltd | 221,675 | $9.53M | 0.07% | 00.0% | Unchanged |
| Cullinan Associates Inc | 221,242 | $9.52M | 0.53% | −2,944−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 220,326 | $9.48M | 0.05% | −720−0.3% | Reduced |
| Cresset Asset Management, LLC | 226,086 | $9.43M | 0.12% | +12,786+6.0% | Added |
| AXA S.A. | 218,952 | $9.42M | 0.03% | −70,057−24.2% | Reduced |
| Willis Investment Counsel | 218,881 | $9.42M | 0.60% | +275+0.1% | Added |
| NTV Asset Management LLC | 217,497 | $9.36M | 1.84% | −3,146−1.4% | Reduced |
| Yousif Capital Management, LLC | 216,508 | $9.32M | 0.12% | +7,147+3.4% | Added |
| Gulf International Bank (UK) Ltd | 215,851 | $9.29M | 0.16% | +350+0.2% | Added |
| Morgan Dempsey Capital Management LLC | 209,914 | $9.03M | 2.51% | +102,552+95.5% | Added |
| New York Life Investment Management LLC | 208,433 | $8.97M | 0.10% | −145−0.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 207,221 | $8.92M | 0.78% | −9,508−4.4% | Reduced |
| Rockefeller Capital Management L.P. | 207,013 | $8.91M | 0.04% | −22,901−10.0% | Reduced |
| Pinnacle Associates Ltd | 205,051 | $8.82M | 0.19% | +10,579+5.4% | Added |
| Capital Investment Advisory Services, LLC | 204,552 | $8.80M | 1.04% | +10,280+5.3% | Added |
| ExodusPoint Capital Management, LP | 203,715 | $8.77M | 0.14% | +182,090+842.0% | Added |
| Mizuho Markets Americas LLC | 201,615 | $8.68M | 0.59% | +201,615 | New |
| Candriam Luxembourg S.C.A. | 197,835 | $8.51M | 0.06% | −10,606−5.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 184,849 | $8.48M | 1.08% | +17,367+10.4% | Added |
| Empire Life Investments Inc. | 195,564 | $8.41M | 0.58% | −2,307−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 195,101 | $8.40M | 0.04% | −22,540−10.4% | Reduced |
| Virginia Retirement Systems Et Al | 194,800 | $8.38M | 0.09% | 00.0% | Unchanged |
| Rothschild Investment Corp | 194,712 | $8.38M | 0.77% | −3,323−1.7% | Reduced |
| Daymark Wealth Partners, LLC | 194,263 | $8.36M | 1.48% | +194,263 | New |
| Schaper Benz & Wise Investment Counsel Inc | 193,489 | $8.33M | 0.88% | +24,219+14.3% | Added |
| Patten & Patten Inc | 192,955 | $8.30M | 0.75% | −24,739−11.4% | Reduced |
| Clearbridge Investments, LLC | 190,588 | $8.20M | 0.01% | −1,533,722−88.9% | Reduced |
| Mutual of America Capital Management LLC | 189,533 | $8.16M | 0.10% | +5,878+3.2% | Added |
| Texas Permanent School Fund | 188,507 | $8.11M | 0.12% | +831+0.4% | Added |
| Brown Advisory Inc | 188,412 | $8.11M | 0.02% | −2,437−1.3% | Reduced |
| First Republic Investment Management, Inc. | 188,094 | $8.09M | 0.02% | +25,220+15.5% | Added |
| Cetera Advisor Networks LLC | 187,004 | $8.05M | 0.07% | +88,080+89.0% | Added |
| Bogart Wealth, LLC | 186,542 | $8.03M | 0.56% | +17,034+10.0% | Added |
| State of Alaska, Department of Revenue | 185,721 | $7.99M | 0.10% | +1,680+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 183,766 | $7.91M | 0.01% | −11,754−6.0% | Reduced |
| Highland Capital Management, LLC | 181,488 | $7.81M | 0.55% | −2,409−1.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 177,453 | $7.64M | 1.83% | +1,193+0.7% | Added |
| Summit Financial Wealth Advisors, LLC | 177,070 | $7.62M | 1.84% | +177,070 | New |