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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 173,643 | $7.47M | 0.43% | +3,520+2.1% | Added |
| Walleye Trading LLC | 173,237 | $7.45M | 0.19% | −583−0.3% | Reduced |
| Mercer Global Advisors Inc | 171,854 | $7.39M | 0.04% | +17,811+11.6% | Added |
| Hantz Financial Services, Inc. | 169,392 | $7.29M | 0.22% | +71,921+73.8% | Added |
| Alpha Omega Wealth Management LLC | 168,753 | $7.26M | 1.29% | +8,519+5.3% | Added |
| Foyston, Gordon, & Payne Inc | 168,433 | $7.25M | 2.00% | +77,173+84.6% | Added |
| Farmers & Merchants Investments Inc | 166,660 | $7.17M | 0.29% | +2,587+1.6% | Added |
| Diversified Trust Co | 166,479 | $7.16M | 0.30% | −14,059−7.8% | Reduced |
| Argent Trust Co | 164,935 | $7.10M | 0.47% | −2,053−1.2% | Reduced |
| Calamos Advisors LLC | 164,049 | $7.06M | 0.03% | −188,966−53.5% | Reduced |
| Investment Management Corp of Ontario | 159,000 | $6.84M | 0.33% | 00.0% | Unchanged |
| Xponance, Inc. | 156,932 | $6.75M | 0.11% | +26,912+20.7% | Added |
| Atria Investments LLC | 156,659 | $6.74M | 0.14% | +24,512+18.5% | Added |
| Kestra Advisory Services, LLC | 156,304 | $6.73M | 0.06% | −147−0.1% | Reduced |
| Brinker Capital Investments, LLC | 155,982 | $6.71M | 0.13% | −16,429−9.5% | Reduced |
| AQR Capital Management LLC | 155,869 | $6.71M | 0.02% | +51,774+49.7% | Added |
| Allianz Asset Management GmbH | 155,377 | $6.69M | 0.01% | +10,087+6.9% | Added |
| Czech National Bank | 155,280 | $6.68M | 0.18% | +1,232+0.8% | Added |
| Point72 Middle East FZE | 154,439 | $6.65M | 0.51% | +154,439 | New |
| Nissay Asset Management Corp | 152,658 | $6.57M | 0.06% | −581−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 132,111 | $6.52M | 0.18% | −36,745−21.8% | Reduced |
| Linscomb & Williams, Inc. | 151,382 | $6.51M | 0.33% | +6,513+4.5% | Added |
| Parkside Investments, LLC | 151,379 | $6.51M | 1.30% | +9,876+7.0% | Added |
| Swiss Life Asset Management Ltd | 151,111 | $6.51M | 0.11% | −3,724−2.4% | Reduced |
| Jones Financial Companies LLLP | 151,176 | $6.50M | 0.01% | +12,021+8.6% | Added |
| M&T Bank Corp | 149,239 | $6.42M | 0.03% | −7,693−4.9% | Reduced |
| Terry L. Blaker | 148,878 | $6.40M | 0.59% | +18,181+13.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 148,659 | $6.40M | 0.17% | +15,445+11.6% | Added |
| Biondo Investment Advisors, LLC | 146,104 | $6.36M | 1.42% | +581+0.4% | Added |
| Old National Bancorp | 147,658 | $6.35M | 0.20% | −7,838−5.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 147,251 | $6.33M | 0.25% | −1,332−0.9% | Reduced |
| Sound Income Strategies, LLC | 146,346 | $6.30M | 0.80% | +145,346+14,534.6% | Added |
| Intact Investment Management Inc. | 144,700 | $6.23M | 0.27% | +53,000+57.8% | Added |
| Van Eck Associates Corp | 144,292 | $6.21M | 0.02% | +106,486+281.7% | Added |
| Intech Investment Management LLC | 142,499 | $6.13M | 0.05% | −192,285−57.4% | Reduced |
| Jump Financial, LLC | 141,504 | $6.09M | 0.32% | +136,726+2,861.6% | Added |
| Icon Wealth Advisors, LLC | 141,381 | $6.08M | 0.70% | +601+0.4% | Added |
| 1832 Asset Management L.P. | 140,875 | $6.06M | 0.01% | −2,034−1.4% | Reduced |
| Massmutual Trust Co FSB | 140,583 | $6.05M | 0.25% | +8,418+6.4% | Added |
| PFS Investments Inc. | 139,033 | $5.98M | 0.11% | −416,659−75.0% | Reduced |
| Umb Bank N A | 136,123 | $5.86M | 0.09% | −11,145−7.6% | Reduced |
| Oppenheimer & Co Inc | 135,859 | $5.85M | 0.13% | −4,250−3.0% | Reduced |
| Kingsview Wealth Management, LLC | 134,514 | $5.79M | 0.25% | +155+0.1% | Added |
| Lazard Asset Management LLC | 133,208 | $5.73M | 0.01% | −8,834−6.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 127,740 | $5.50M | 0.08% | −90,260−41.4% | Reduced |
| XML Financial, LLC | 127,455 | $5.48M | 0.69% | +7,395+6.2% | Added |
| TD Private Client Wealth LLC | 126,633 | $5.45M | 0.26% | −15,088−10.6% | Reduced |
| Stonegate Investment Group, LLC | 126,524 | $5.44M | 0.24% | −13,578−9.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 126,250 | $5.43M | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 141,367 | $5.42M | 0.02% | −9,622−6.4% | Reduced |
| Keating Investment Counselors Inc | 125,435 | $5.40M | 2.11% | +10,315+9.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 124,819 | $5.37M | 0.11% | +6,338+5.3% | Added |
| Hyman Charles D | 124,612 | $5.36M | 0.37% | −1,135−0.9% | Reduced |
| Colonial Trust Advisors | 123,905 | $5.33M | 0.65% | −1,899−1.5% | Reduced |
| Cipher Capital LP | 121,386 | $5.22M | 0.99% | +114,212+1,592.0% | Added |
| Westpac Banking Corp | 118,115 | $5.08M | 0.08% | +4,499+4.0% | Added |
| Keybank National Association | 117,876 | $5.07M | 0.02% | −1,831−1.5% | Reduced |
| British Columbia Investment Management Corp | 117,517 | $5.06M | 0.06% | −14,202−10.8% | Reduced |
| tru Independence LLC | 116,318 | $5.01M | 1.62% | +8,878+8.3% | Added |
| First Citizens Bank & Trust Co | 116,257 | $5.00M | 0.15% | +16,128+16.1% | Added |
| Dakota Wealth Management | 115,678 | $4.98M | 0.35% | −3,414−2.9% | Reduced |
| TownSquare Capital, LLC | 115,365 | $4.96M | 0.12% | −3,608−3.0% | Reduced |
| Prudential PLC | 114,365 | $4.92M | 0.06% | +39,440+52.6% | Added |
| Level Four Advisory Services, LLC | 113,632 | $4.89M | 0.36% | +26,297+30.1% | Added |
| Buckingham Strategic Wealth, LLC | 113,469 | $4.88M | 0.09% | +6,498+6.1% | Added |
| Kovitz Investment Group Partners, LLC | 111,534 | $4.80M | 0.10% | −965−0.9% | Reduced |
| Advisory Services Network, LLC | 110,348 | $4.75M | 0.15% | +8,369+8.2% | Added |
| Quantbot Technologies LP | 110,014 | $4.73M | 0.34% | −24,100−18.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 109,970 | $4.73M | 0.23% | +1,318+1.2% | Added |
| Securian Asset Management, Inc | 109,073 | $4.69M | 0.13% | +984+0.9% | Added |
| Sandy Spring Bank | 109,047 | $4.69M | 0.28% | −2,233−2.0% | Reduced |
| Opus Investment Management Inc | 108,100 | $4.65M | 1.66% | 00.0% | Unchanged |
| Cetera Investment Advisers | 107,550 | $4.63M | 0.04% | +61,737+134.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 107,097 | $4.61M | 0.17% | −26,918−20.1% | Reduced |
| Bragg Financial Advisors, Inc | 106,147 | $4.57M | 0.28% | +3,228+3.1% | Added |
| Maryland State Retirement & Pension System | 104,613 | $4.50M | 0.13% | +104,613 | New |
| Kentucky Retirement Systems | 104,283 | $4.49M | 0.18% | +456+0.4% | Added |
| Motco | 103,384 | $4.45M | 0.33% | −2,313−2.2% | Reduced |
| Elo Mutual Pension Insurance Co | 102,680 | $4.42M | 0.15% | +2,683+2.7% | Added |
| Ossiam | 102,573 | $4.41M | 0.11% | −97,730−48.8% | Reduced |
| Oregon Public Employees Retirement Fund | 102,308 | $4.40M | 0.06% | +924+0.9% | Added |
| Griffin Asset Management, Inc. | 102,292 | $4.40M | 0.66% | +5,300+5.5% | Added |
| LaFleur & Godfrey LLC | 101,530 | $4.37M | 0.73% | −26,093−20.4% | Reduced |
| Cardinal Capital Management | 101,461 | $4.37M | 0.93% | −488−0.5% | Reduced |
| Smith, Salley & Associates | 100,740 | $4.33M | 0.37% | −18,329−15.4% | Reduced |
| Capital Group Private Client Services, Inc. | 99,690 | $4.29M | 0.05% | −2,722−2.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 99,588 | $4.29M | 0.10% | −1,674−1.7% | Reduced |
| Ingalls & Snyder LLC | 99,477 | $4.28M | 0.23% | −3,935−3.8% | Reduced |
| Ethic Inc. | 98,927 | $4.26M | 0.23% | +58,102+142.3% | Added |
| Worldquant Millennium Advisors LLC | 98,895 | $4.25M | 0.10% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 98,145 | $4.22M | 0.07% | −19,935−16.9% | Reduced |
| Hartford Investment Management Co | 96,618 | $4.16M | 0.13% | −38,367−28.4% | Reduced |
| Man Group plc | 96,369 | $4.15M | 0.01% | −6,909−6.7% | Reduced |
| First National Trust Co | 95,757 | $4.12M | 0.22% | +1,119+1.2% | Added |
| Wealthfront Advisers LLC | 95,284 | $4.10M | 0.02% | −732−0.8% | Reduced |
| Am Investment Strategies LLC | 94,647 | $4.07M | 1.45% | +410.0% | Added |
| Daiwa Securities Group Inc. | 94,304 | $4.06M | 0.03% | +6,492+7.4% | Added |
| LSV Asset Management | 94,000 | $4.04M | 0.01% | −10,100−9.7% | Reduced |
| Two Sigma Advisers, LP | 93,663 | $4.03M | 0.01% | +93,663 | New |
| Zions Bancorporation, N.A. | 93,579 | $4.03M | 0.32% | −13,948−13.0% | Reduced |