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 |
|---|---|---|---|---|---|
| JustInvest LLC | 55,395 | $2.38M | 0.10% | −9,368−14.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 55,082 | $2.37M | 1.73% | +2,030+3.8% | Added |
| United Services Automobile Association | 55,009 | $2.37M | 0.05% | −1,586−2.8% | Reduced |
| Blair William & Co | 54,965 | $2.37M | 0.01% | −19,865−26.5% | Reduced |
| Centerstone Investors, LLC | 54,620 | $2.35M | 3.44% | +54,620 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 54,580 | $2.35M | 0.01% | −181,505−76.9% | Reduced |
| United Capital Management of KS, Inc. | 54,415 | $2.34M | 0.97% | +4,771+9.6% | Added |
| Trustmark National Bank Trust Department | 54,129 | $2.33M | 0.21% | −92−0.2% | Reduced |
| River Wealth Advisors LLC | 54,089 | $2.33M | 0.45% | −6,250−10.4% | Reduced |
| Northwest & Ethical Investments L.P. | 54,037 | $2.33M | 0.08% | +2,027+3.9% | Added |
| FORA Capital, LLC | 54,014 | $2.32M | 0.38% | +54,014 | New |
| Trust Co of Vermont | 53,894 | $2.32M | 0.17% | −1,306−2.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 53,384 | $2.30M | 0.25% | −221−0.4% | Reduced |
| Iowa State Bank | 53,152 | $2.29M | 0.57% | −3,823−6.7% | Reduced |
| Peloton Wealth Strategists | 52,825 | $2.27M | 1.09% | −8,100−13.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 52,377 | $2.25M | 0.14% | −3,260−5.9% | Reduced |
| GWM Advisors LLC | 126,523 | $2.25M | 0.06% | +30,676+32.0% | Added |
| Seven Eight Capital, LP | 52,281 | $2.25M | 0.59% | +52,281 | New |
| Welch & Forbes LLC | 52,099 | $2.24M | 0.04% | +163+0.3% | Added |
| Moors & Cabot, Inc. | 51,999 | $2.24M | 0.16% | −2,609−4.8% | Reduced |
| IFP Advisors, Inc | 40,597 | $2.22M | 0.07% | +2,515+6.6% | Added |
| Rather & Kittrell, Inc. | 51,568 | $2.22M | 1.18% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 51,500 | $2.22M | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 51,327 | $2.21M | 1.45% | +4,151+8.8% | Added |
| Cary Street Partner Investment Advisory LLC | 51,020 | $2.20M | 0.16% | −1,376−2.6% | Reduced |
| Everence Capital Management Inc | 49,760 | $2.14M | 0.18% | +9,100+22.4% | Added |
| Boenning & Scattergood, Inc. | 37,449 | $2.12M | 0.34% | +1,076+3.0% | Added |
| Waddell & Associates, LLC | 49,038 | $2.11M | 0.35% | +253+0.5% | Added |
| Resonant Capital Advisors, LLC | 48,429 | $2.08M | 0.26% | +1,421+3.0% | Added |
| Pendal Group Limited | 48,231 | $2.08M | 0.02% | −24,262−33.5% | Reduced |
| IVC Wealth Advisors LLC | 48,211 | $2.07M | 1.53% | −327−0.7% | Reduced |
| Marotta Asset Management | 48,068 | $2.07M | 0.50% | −11,402−19.2% | Reduced |
| Argyle Capital Management Inc. | 48,050 | $2.07M | 0.71% | 00.0% | Unchanged |
| Colonial Trust Co | 47,740 | $2.05M | 0.56% | −1,325−2.7% | Reduced |
| Bailard, Inc. | 47,638 | $2.05M | 0.08% | −795−1.6% | Reduced |
| Atlantic Union Bankshares Corp | 47,633 | $2.05M | 0.22% | −2,139−4.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,534 | $2.04M | 0.18% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 47,263 | $2.03M | 0.09% | +637+1.4% | Added |
| Heritage Wealth Advisors | 46,841 | $2.02M | 0.12% | −1,140−2.4% | Reduced |
| Signaturefd, LLC | 46,831 | $2.02M | 0.06% | +1,167+2.6% | Added |
| Headinvest, LLC | 46,676 | $2.01M | 0.45% | −4,056−8.0% | Reduced |
| Patten Group, Inc. | 46,439 | $2.00M | 0.63% | +209+0.5% | Added |
| Leavell Investment Management, Inc. | 46,385 | $2.00M | 0.15% | −6,979−13.1% | Reduced |
| AMG National Trust Bank | 46,252 | $1.99M | 0.07% | −5,431−10.5% | Reduced |
| Holderness Investments Co | 46,236 | $1.99M | 0.86% | +461+1.0% | Added |
| Lewis Capital Management, LLC | 46,206 | $1.99M | 3.04% | −188−0.4% | Reduced |
| Glenmede Trust Co NA | 46,154 | $1.99M | 0.01% | +9,811+27.0% | Added |
| NewEdge Wealth, LLC | 46,112 | $1.98M | 0.09% | +1,549+3.5% | Added |
| FinTrust Capital Advisors, LLC | 45,999 | $1.98M | 0.48% | −155−0.3% | Reduced |
| Beacon Pointe Advisors, LLC | 45,705 | $1.97M | 0.04% | +2,495+5.8% | Added |
| Advisor Partners II, LLC | 45,645 | $1.96M | 0.12% | +570+1.3% | Added |
| Coastline Trust Co | 45,644 | $1.96M | 0.29% | −215−0.5% | Reduced |
| First American Bank | 45,632 | $1.96M | 0.19% | −11,548−20.2% | Reduced |
| Sequoia Financial Advisors, LLC | 45,482 | $1.96M | 0.05% | +5,322+13.3% | Added |
| Edmond de Rothschild Holding S.A. | 45,315 | $1.95M | 0.05% | −48,597−51.7% | Reduced |
| Salomon & Ludwin, LLC | 45,299 | $1.95M | 0.25% | −168−0.4% | Reduced |
| Capital International Inc | 45,045 | $1.94M | 0.04% | −9,796−17.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 44,800 | $1.93M | 0.10% | +80+0.2% | Added |
| Stratos Wealth Partners, LTD. | 44,456 | $1.91M | 0.05% | −2,411−5.1% | Reduced |
| Azimuth Capital Investment Management LLC | 44,358 | $1.91M | 0.10% | +447+1.0% | Added |
| Veritable, L.P. | 44,281 | $1.91M | 0.03% | −5,348−10.8% | Reduced |
| Curi Capital | 44,233 | $1.90M | 0.27% | +2,977+7.2% | Added |
| Moloney Securities Asset Management, LLC | 43,977 | $1.89M | 0.42% | −702−1.6% | Reduced |
| Arkadios Wealth Advisors | 43,944 | $1.89M | 0.25% | +7,697+21.2% | Added |
| Beach Investment Counsel Inc | 43,552 | $1.87M | 0.23% | +5,816+15.4% | Added |
| Arvest Trust Co N A | 43,494 | $1.87M | 0.12% | +2,041+4.9% | Added |
| Raleigh Capital Management Inc. | 43,253 | $1.86M | 0.97% | +3,616+9.1% | Added |
| CWA Asset Management Group, LLC | 43,180 | $1.86M | 0.15% | −123−0.3% | Reduced |
| Hendershot Investments Inc. | 43,172 | $1.86M | 0.31% | −50−0.1% | Reduced |
| Hamel Associates, Inc. | 42,924 | $1.85M | 0.64% | −1,810−4.0% | Reduced |
| Brown Brothers Harriman & Co | 42,890 | $1.85M | 0.02% | −8,749−16.9% | Reduced |
| First Manhattan Co | 42,829 | $1.84M | 0.01% | +35,735+503.7% | Added |
| First Eagle Investment Management, LLC | 42,741 | $1.84M | 0.01% | +14,165+49.6% | Added |
| Heritage Trust Co | 42,491 | $1.83M | 0.30% | +238+0.6% | Added |
| Arcus Capital Partners, LLC | 42,446 | $1.83M | 0.73% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 42,374 | $1.83M | 1.54% | −1,821−4.1% | Reduced |
| Outfitter Financial LLC | 42,244 | $1.82M | 1.65% | +70+0.2% | Added |
| Buckhead Capital Management LLC | 42,169 | $1.81M | 0.44% | +268+0.6% | Added |
| Capital Investment Advisors, LLC | 42,116 | $1.81M | 0.05% | −1,223−2.8% | Reduced |
| Gyon Technologies Capital Management, LP | 41,915 | $1.80M | 0.67% | +41,915 | New |
| Vident Investment Advisory, LLC | 41,832 | $1.80M | 0.07% | +9,683+30.1% | Added |
| Steward Partners Investment Advisory, LLC | 41,699 | $1.79M | 0.03% | +1,628+4.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 41,584 | $1.79M | 0.05% | −7,680−15.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 41,420 | $1.78M | 0.41% | +1,310+3.3% | Added |
| Versor Investments LP | 41,245 | $1.77M | 0.15% | +14,750+55.7% | Added |
| Independence Bank of Kentucky | 41,227 | $1.77M | 0.80% | +854+2.1% | Added |
| Poehling Capital Management, LLC | 41,153 | $1.77M | 0.66% | +9,989+32.1% | Added |
| New England Research & Management, Inc. | 41,045 | $1.77M | 1.01% | −9,595−18.9% | Reduced |
| First Hawaiian Bank | 40,854 | $1.76M | 0.06% | −276−0.7% | Reduced |
| Twin Capital Management Inc | 40,811 | $1.76M | 0.23% | −25−0.1% | Reduced |
| Delta Capital Management LLC | 40,735 | $1.75M | 1.28% | −7,620−15.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 40,725 | $1.75M | 0.90% | +40,725 | New |
| Wealth Advisors of Tampa Bay, LLC | 40,618 | $1.75M | 1.08% | +240+0.6% | Added |
| Transcend Wealth Collective, LLC | 40,483 | $1.74M | 0.19% | +1,843+4.8% | Added |
| Csenge Advisory Group | 40,471 | $1.74M | 0.13% | +16,228+66.9% | Added |
| Bowen Hanes & Co Inc | 40,415 | $1.74M | 0.06% | +1,500+3.9% | Added |
| Axxcess Wealth Management, LLC | 40,392 | $1.74M | 0.14% | −2,400−5.6% | Reduced |
| Achmea Investment Management B.V. | 42,979 | $1.73M | 0.06% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 40,231 | $1.73M | 0.66% | +4,027+11.1% | Added |
| Metis Global Partners, LLC | 40,106 | $1.73M | 0.15% | +14,790+58.4% | Added |