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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 40,001 | $1.72M | 0.01% | +37,296+1,378.8% | Added |
| Lincoln National Corp | 39,865 | $1.72M | 0.04% | +6,130+18.2% | Added |
| Kinneret Advisory, LLC | 39,689 | $1.71M | 0.23% | +11,234+39.5% | Added |
| Bard Financial Services, Inc. | 39,680 | $1.71M | 0.15% | +1,950+5.2% | Added |
| Salzhauer Michael | 39,637 | $1.71M | 1.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 39,538 | $1.70M | 0.69% | +39,538 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 39,122 | $1.68M | 0.01% | +39,122 | New |
| Icon Advisers Inc | 39,100 | $1.68M | 0.43% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 39,082 | $1.68M | 0.01% | −9,500−19.6% | Reduced |
| Westwood Holdings Group Inc. | 39,076 | $1.68M | 0.01% | −17,076−30.4% | Reduced |
| Physicians Financial Services, Inc. | 38,861 | $1.67M | 0.75% | 00.0% | Unchanged |
| X-Square Capital, LLC | 38,727 | $1.67M | 0.95% | +503+1.3% | Added |
| Parsons Capital Management Inc | 38,309 | $1.65M | 0.14% | −671−1.7% | Reduced |
| Warren Averett Asset Management, LLC | 38,302 | $1.65M | 0.09% | +24,460+176.7% | Added |
| O'Shaughnessy Asset Management, LLC | 38,103 | $1.64M | 0.03% | −4,086−9.7% | Reduced |
| Neville Rodie & Shaw Inc | 37,998 | $1.64M | 0.15% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 37,986 | $1.63M | 1.18% | 00.0% | Unchanged |
| We Are One Seven, LLC | 37,649 | $1.62M | 0.16% | +6,093+19.3% | Added |
| CNB Bank | 37,596 | $1.62M | 1.01% | +2,723+7.8% | Added |
| Citizens & Northern Corp | 37,524 | $1.61M | 0.67% | +3,291+9.6% | Added |
| Fiduciary Trust Co | 37,462 | $1.61M | 0.03% | −6,099−14.0% | Reduced |
| GHP Investment Advisors, Inc. | 37,386 | $1.61M | 0.11% | +577+1.6% | Added |
| Greenwood Capital Associates LLC | 37,353 | $1.61M | 0.26% | +1,434+4.0% | Added |
| Moody National Bank Trust Division | 37,323 | $1.61M | 0.14% | −363−1.0% | Reduced |
| Tealwood Asset Management Inc | 37,242 | $1.60M | 0.84% | −5,551−13.0% | Reduced |
| Colony Group LLC | 36,768 | $1.58M | 0.02% | +19,676+115.1% | Added |
| Allstate Corp | 36,740 | $1.58M | 0.05% | +2,861+8.4% | Added |
| Allstate Investment Management Co | 36,740 | $1.58M | 0.05% | +36,740 | New |
| McMillion Capital Management Inc | 36,631 | $1.58M | 1.43% | −726−1.9% | Reduced |
| First Bank & Trust | 36,009 | $1.55M | 0.43% | −2,686−6.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 35,900 | $1.54M | 1.74% | +16,600+86.0% | Added |
| InterOcean Capital Group, LLC | 35,685 | $1.54M | 0.06% | −110−0.3% | Reduced |
| RKL Wealth Management LLC | 35,625 | $1.53M | 0.20% | −1,060−2.9% | Reduced |
| Strategic Advisors LLC | 35,566 | $1.53M | 0.34% | −1,177−3.2% | Reduced |
| Snowden Capital Advisors LLC | 35,493 | $1.53M | 0.06% | −7,026−16.5% | Reduced |
| Empirical Finance, LLC | 35,450 | $1.53M | 0.16% | +2,874+8.8% | Added |
| Orion Portfolio Solutions, LLC | 35,365 | $1.52M | 0.05% | +14,475+69.3% | Added |
| Centiva Capital, LP | 35,313 | $1.52M | 0.13% | +35,313 | New |
| Trust Co of Toledo NA | 35,278 | $1.52M | 0.29% | −13,714−28.0% | Reduced |
| Farmers National Bank | 35,052 | $1.51M | 0.54% | −1,500−4.1% | Reduced |
| Silvant Capital Management LLC | 35,019 | $1.51M | 0.11% | −89−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 34,509 | $1.50M | 0.03% | +2,948+9.3% | Added |
| RFG Advisory, LLC | 29,982 | $1.50M | 0.08% | +3,028+11.2% | Added |
| Anchor Capital Advisors LLC | 34,811 | $1.50M | 0.04% | −6,312−15.3% | Reduced |
| Gries Financial LLC | 34,604 | $1.49M | 0.49% | +12,073+53.6% | Added |
| Davis Investment Partners, LLC | 30,285 | $1.49M | 0.75% | +30,285 | New |
| Avantax Advisory Services, Inc. | 34,439 | $1.48M | 0.02% | +599+1.8% | Added |
| RFP Financial Group LLC | 34,151 | $1.47M | 0.66% | +34,151 | New |
| Newman Dignan & Sheerar, Inc. | 34,042 | $1.46M | 0.49% | +321+1.0% | Added |
| Cornerstone Advisory, LLC | 33,994 | $1.46M | 0.29% | +1,124+3.4% | Added |
| St. Johns Investment Management Company, LLC | 33,793 | $1.45M | 0.87% | −1,236−3.5% | Reduced |
| Hengehold Capital Management LLC | 33,740 | $1.45M | 0.20% | −7,430−18.0% | Reduced |
| J.W. Cole Advisors, Inc. | 33,599 | $1.45M | 0.11% | −4,067−10.8% | Reduced |
| Bleakley Financial Group, LLC | 33,540 | $1.44M | 0.05% | +33,540 | New |
| CWM, LLC | 33,338 | $1.44M | 0.01% | −1,101−3.2% | Reduced |
| Patton Albertson Miller Group, LLC | 33,288 | $1.43M | 0.26% | 00.0% | Unchanged |
| Wealth Alliance | 33,197 | $1.43M | 0.25% | +3,152+10.5% | Added |
| Warther Private Wealth, LLC | 33,091 | $1.42M | 1.07% | +33,091 | New |
| Park Avenue Securities LLC | 32,839 | $1.41M | 0.03% | +1,697+5.4% | Added |
| WCG Wealth Advisors LLC | 32,565 | $1.40M | 0.19% | +2,273+7.5% | Added |
| BCS Wealth Management | 32,538 | $1.40M | 0.59% | +124+0.4% | Added |
| SeaCrest Wealth Management, LLC | 32,480 | $1.40M | 0.20% | +90.0% | Added |
| Beese Fulmer Investment Management, Inc. | 32,441 | $1.40M | 0.17% | +32,441 | New |
| Tandem Investment Advisors, Inc. | 32,276 | $1.39M | 0.07% | −1,028−3.1% | Reduced |
| MCF Advisors LLC | 32,192 | $1.39M | 0.14% | −46−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 32,144 | $1.38M | 0.03% | +12,701+65.3% | Added |
| Hills Bank & Trust Co | 31,784 | $1.37M | 0.20% | +696+2.2% | Added |
| Siemens Fonds Invest GmbH | 31,537 | $1.36M | 0.14% | −2,502−7.4% | Reduced |
| Argent Advisors, Inc. | 31,472 | $1.35M | 0.70% | +153+0.5% | Added |
| Vestcor Inc | 31,464 | $1.35M | 0.05% | +100+0.3% | Added |
| Bank Ozk | 31,430 | $1.35M | 0.67% | −4,906−13.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 31,290 | $1.35M | 0.06% | −3,145−9.1% | Reduced |
| National Asset Management, Inc. | 31,160 | $1.34M | 0.04% | −5,580−15.2% | Reduced |
| Aevitas Wealth Management, Inc. | 31,026 | $1.34M | 0.79% | −896−2.8% | Reduced |
| Comerica Securities,inc. | 30,823 | $1.33M | 0.09% | +469+1.5% | Added |
| Mountain Capital Investment Advisors, Inc | 28,703 | $1.32M | 0.60% | +28,703 | New |
| HM Payson & Co | 30,680 | $1.32M | 0.03% | −583−1.9% | Reduced |
| Convergence Investment Partners, LLC | 30,557 | $1.31M | 0.78% | +30,557 | New |
| Plimoth Trust Co LLC | 30,538 | $1.31M | 0.42% | −35−0.1% | Reduced |
| Voya Financial Advisors, Inc. | 30,219 | $1.31M | 0.17% | +6,899+29.6% | Added |
| Panagora Asset Management Inc | 30,241 | $1.30M | 0.01% | +3,401+12.7% | Added |
| Dividend Assets Capital, LLC | 30,237 | $1.30M | 0.28% | −260−0.9% | Reduced |
| Global Retirement Partners, LLC | 29,932 | $1.29M | 0.09% | −2,054−6.4% | Reduced |
| Founders Financial Alliance, LLC | 29,882 | $1.29M | 0.59% | +128+0.4% | Added |
| IFG Advisory, LLC | 29,881 | $1.28M | 0.13% | +20,744+227.0% | Added |
| Tredje AP-fonden | 29,836 | $1.28M | 0.02% | −14,737−33.1% | Reduced |
| Tower Research Capital LLC (TRC) | 29,757 | $1.28M | 0.05% | −88,258−74.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 29,506 | $1.27M | 1.12% | +463+1.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 29,415 | $1.27M | 0.06% | −454−1.5% | Reduced |
| Pettee Investors, Inc. | 29,289 | $1.26M | 0.62% | +1,850+6.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 29,226 | $1.26M | 1.13% | −74,701−71.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 28,778 | $1.24M | 0.44% | −1,075−3.6% | Reduced |
| Continental Advisors LLC | 28,750 | $1.24M | 1.17% | −346−1.2% | Reduced |
| United Bank | 28,684 | $1.23M | 0.17% | −1,280−4.3% | Reduced |
| Berkshire Bank | 28,658 | $1.23M | 0.38% | −1,541−5.1% | Reduced |
| GoalVest Advisory LLC | 28,613 | $1.23M | 0.79% | +3,576+14.3% | Added |
| Atria Wealth Solutions, Inc. | 28,548 | $1.23M | 0.02% | +2,872+11.2% | Added |
| BKD Wealth Advisors, LLC | 28,505 | $1.23M | 0.04% | −2,034−6.7% | Reduced |
| Acadian Asset Management LLC | 28,495 | $1.22M | 0.01% | +18,918+197.5% | Added |
| Glenview Trust Co | 28,373 | $1.22M | 0.04% | +392+1.4% | Added |