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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 93,202 | $4.01M | 0.37% | +534+0.6% | Added |
| Huber Capital Management LLC | 92,657 | $3.99M | 1.01% | +49,240+113.4% | Added |
| Semmax Financial Advisors Inc. | 83,902 | $3.96M | 1.58% | +32,905+64.5% | Added |
| Harvest Portfolios Group Inc. | 90,944 | $3.91M | 0.22% | +90,944 | New |
| Old Point Trust & Financial Services N A | 90,900 | $3.91M | 1.80% | −3,717−3.9% | Reduced |
| Bokf, NA | 90,164 | $3.88M | 0.07% | −6,099−6.3% | Reduced |
| Trexquant Investment LP | 88,519 | $3.81M | 0.11% | −76,532−46.4% | Reduced |
| Stock Yards Bank & Trust Co | 88,200 | $3.79M | 0.15% | −213,436−70.8% | Reduced |
| Kavar Capital Partners Group, LLC | 87,949 | $3.78M | 0.87% | +9,388+11.9% | Added |
| Allspring Global Investments Holdings, LLC | 87,871 | $3.78M | 0.01% | −234,317−72.7% | Reduced |
| Fiduciary Alliance LLC | 87,703 | $3.77M | 0.98% | +87,703 | New |
| Bridge Creek Capital Management LLC | 87,316 | $3.76M | 1.47% | +4,091+4.9% | Added |
| Balyasny Asset Management LLC | 86,217 | $3.71M | 0.01% | −35,170−29.0% | Reduced |
| Capital Insight Partners, LLC | 85,776 | $3.69M | 0.96% | +1,431+1.7% | Added |
| Louisiana State Employees Retirement System | 85,700 | $3.69M | 0.10% | +800+0.9% | Added |
| MainStreet Investment Advisors LLC | 85,608 | $3.68M | 0.41% | +27,935+48.4% | Added |
| Whitener Capital Management, Inc. | 85,208 | $3.67M | 1.60% | +4,335+5.4% | Added |
| Huntington National Bank | 85,071 | $3.66M | 0.04% | −3,815−4.3% | Reduced |
| Engineers Gate Manager LP | 84,768 | $3.65M | 0.22% | +71,578+542.7% | Added |
| Seeyond | 84,614 | $3.64M | 0.35% | +58,459+223.5% | Added |
| YHB Investment Advisors, Inc. | 82,570 | $3.55M | 0.38% | −305−0.4% | Reduced |
| PGGM Investments | 82,574 | $3.55M | 0.06% | −5,424−6.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 82,265 | $3.54M | 0.88% | −295−0.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 81,578 | $3.51M | 0.02% | +59,578+270.8% | Added |
| Crossmark Global Holdings, Inc. | 80,882 | $3.48M | 0.09% | +2,552+3.3% | Added |
| Eastern Bank | 80,870 | $3.48M | 0.19% | −2,121−2.6% | Reduced |
| WESPAC Advisors SoCal, LLC | 80,313 | $3.46M | 1.29% | +80,313 | New |
| WSFS Capital Management, LLC | 79,937 | $3.44M | 0.37% | +79,937 | New |
| Concord Wealth Partners | 78,653 | $3.38M | 1.02% | −3,846−4.7% | Reduced |
| Camden National Bank | 78,513 | $3.38M | 0.71% | +77,591+8,415.5% | Added |
| Reliant Investment Management, LLC | 77,347 | $3.33M | 1.98% | −2,705−3.4% | Reduced |
| Metropolitan Life Insurance Co | 76,740 | $3.30M | 0.15% | −2,227−2.8% | Reduced |
| National Bank of Canada | 71,462 | $3.24M | 0.01% | +58,829+465.7% | Added |
| Assetmark, Inc | 75,145 | $3.23M | 0.01% | +21,420+39.9% | Added |
| Verition Fund Management LLC | 74,304 | $3.20M | 0.06% | +8,458+12.8% | Added |
| Signature Wealth Management Group | 73,579 | $3.17M | 1.55% | +364+0.5% | Added |
| Parcion Private Wealth LLC | 73,427 | $3.16M | 0.34% | +11,377+18.3% | Added |
| Anchor Investment Management, LLC | 73,362 | $3.16M | 0.45% | +8,254+12.7% | Added |
| Viking Fund Management LLC | 73,000 | $3.14M | 0.62% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 72,990 | $3.14M | 1.17% | +1,466+2.0% | Added |
| Andra AP-fonden | 72,700 | $3.13M | 0.09% | +7,000+10.7% | Added |
| Financial Advisory Partners, LLC | 72,332 | $3.11M | 1.28% | −1,048−1.4% | Reduced |
| Flputnam Investment Management Co | 71,989 | $3.10M | 0.11% | −43,438−37.6% | Reduced |
| Parsec Financial Management, Inc. | 71,772 | $3.09M | 0.14% | −2,023−2.7% | Reduced |
| Cramer Rosenthal McGlynn LLC | 71,379 | $3.07M | 0.14% | +2,499+3.6% | Added |
| Wealthcare Advisory Partners LLC | 71,171 | $3.06M | 0.15% | +38,019+114.7% | Added |
| HB Wealth Management, LLC | 70,948 | $3.05M | 0.06% | −2,017−2.8% | Reduced |
| United Bank | 70,906 | $3.05M | 1.87% | +2,717+4.0% | Added |
| Kempner Capital Management Inc. | 70,783 | $3.05M | 1.85% | −338−0.5% | Reduced |
| Equitable Trust Co | 70,720 | $3.04M | 0.24% | +12,728+21.9% | Added |
| AE Wealth Management LLC | 70,276 | $3.02M | 0.02% | −1,299−1.8% | Reduced |
| Hallmark Capital Management Inc | 70,210 | $3.02M | 0.28% | −7,260−9.4% | Reduced |
| Davis Selected Advisers | 69,290 | $2.98M | 0.02% | +40,772+143.0% | Added |
| Sandhill Capital Partners LLC | 68,728 | $2.96M | 0.32% | −18,175−20.9% | Reduced |
| Venture Visionary Partners LLC | 68,463 | $2.95M | 0.21% | +3,387+5.2% | Added |
| Arbor Investment Advisors, LLC | 68,295 | $2.94M | 0.60% | +59,698+694.4% | Added |
| Norinchukin Bank, The | 67,806 | $2.92M | 0.06% | −19,977−22.8% | Reduced |
| Gator Capital Management, LLC | 67,099 | $2.89M | 2.12% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 66,644 | $2.87M | 0.45% | −64,615−49.2% | Reduced |
| Shorepoint Capital Partners LLC | 65,812 | $2.83M | 0.79% | +3,672+5.9% | Added |
| Cyndeo Wealth Partners, LLC | 65,113 | $2.80M | 0.33% | +65,113 | New |
| Marco Investment Management LLC | 64,880 | $2.79M | 0.33% | −607−0.9% | Reduced |
| La Banque Postale Asset Management SA | 64,720 | $2.78M | 0.08% | +64,720 | New |
| Beacon Investment Advisory Services, Inc. | 64,582 | $2.78M | 0.14% | −2,095−3.1% | Reduced |
| Lee Danner & Bass Inc | 64,482 | $2.77M | 0.26% | +366+0.6% | Added |
| D.A. Davidson & Co. | 63,989 | $2.76M | 0.03% | +1,293+2.1% | Added |
| SYSTM Wealth Solutions LLC | 63,794 | $2.75M | 0.34% | +63,794 | New |
| New Mexico Educational Retirement Board | 63,388 | $2.73M | 0.15% | −4,700−6.9% | Reduced |
| Triangle Securities Wealth Management | 62,906 | $2.71M | 0.99% | +2,594+4.3% | Added |
| JT Stratford LLC | 62,877 | $2.71M | 0.87% | +8,507+15.6% | Added |
| Gotham Asset Management, LLC | 62,300 | $2.68M | 0.08% | +12,691+25.6% | Added |
| Aptus Capital Advisors, LLC | 62,293 | $2.68M | 0.09% | −230−0.4% | Reduced |
| Northern Oak Wealth Management Inc | 62,211 | $2.68M | 0.38% | +55,154+781.6% | Added |
| Guardian Wealth Advisors, LLC | 61,693 | $2.65M | 0.51% | −240−0.4% | Reduced |
| Community Bank, N.A. | 61,698 | $2.65M | 0.37% | +4,628+8.1% | Added |
| Stanley-Laman Group, Ltd. | 61,402 | $2.64M | 0.50% | −4,658−7.1% | Reduced |
| Goelzer Investment Management, Inc. | 61,261 | $2.64M | 0.23% | −3,540−5.5% | Reduced |
| Ziegler Capital Management, LLC | 59,669 | $2.63M | 0.11% | −6,610−10.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 61,008 | $2.63M | 0.40% | +120.0% | Added |
| Thompson Siegel & Walmsley LLC | 60,991 | $2.62M | 0.04% | +1,056+1.8% | Added |
| Tudor Investment Corp Et Al | 60,851 | $2.62M | 0.06% | +42,671+234.7% | Added |
| Cornercap Investment Counsel Inc | 60,516 | $2.60M | 0.45% | +1,652+2.8% | Added |
| Pathstone Family Office, LLC | 67,266 | $2.60M | 0.05% | +3,549+5.6% | Added |
| Kestra Private Wealth Services, LLC | 59,758 | $2.57M | 0.13% | +21,137+54.7% | Added |
| Culbertson A N & Co Inc | 59,537 | $2.56M | 0.54% | −530−0.9% | Reduced |
| Shell Asset Management Co | 59,322 | $2.55M | 0.11% | −205−0.3% | Reduced |
| Capital Investment Counsel, Inc | 59,329 | $2.55M | 0.60% | +823+1.4% | Added |
| Citizens Business Bank | 59,226 | $2.55M | 0.58% | −1,147−1.9% | Reduced |
| Valley National Advisers Inc | 54,911 | $2.55M | 0.46% | −2,394−4.2% | Reduced |
| South State Corp. | 59,096 | $2.54M | 0.24% | +376+0.6% | Added |
| Ahl Investment Management, Inc. | 58,354 | $2.51M | 2.33% | +1,038+1.8% | Added |
| North Star Investment Management Corp. | 58,329 | $2.51M | 0.22% | +422+0.7% | Added |
| ZWJ Investment Counsel Inc | 57,803 | $2.49M | 0.14% | +5,139+9.8% | Added |
| Capital International Sarl | 57,425 | $2.47M | 0.17% | +800+1.4% | Added |
| E. Ohman J:or Asset Management AB | 57,100 | $2.46M | 0.11% | −2,000−3.4% | Reduced |
| Fulton Bank, N.A. | 56,500 | $2.43M | 0.14% | −2,404−4.1% | Reduced |
| Verdence Capital Advisors LLC | 56,493 | $2.43M | 0.30% | −12,131−17.7% | Reduced |
| Cetera Advisors LLC | 56,073 | $2.41M | 0.04% | +9,182+19.6% | Added |
| Bray Capital Advisors | 56,006 | $2.41M | 0.75% | −5,719−9.3% | Reduced |
| Laurel Wealth Advisors LLC | 55,957 | $2.41M | 0.55% | −400−0.7% | Reduced |