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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 28,195 | $1.21M | 0.03% | +28,195 | New |
| Paradigm Asset Management Co LLC | 28,133 | $1.21M | 0.34% | +9,600+51.8% | Added |
| Pitcairn Co | 28,114 | $1.21M | 0.12% | +8,236+41.4% | Added |
| Ally Financial Inc. | 28,000 | $1.20M | 0.19% | 00.0% | Unchanged |
| Central Trust Co | 27,967 | $1.20M | 0.04% | −4,125−12.9% | Reduced |
| Rossmore Private Capital | 28,200 | $1.19M | 0.19% | −11,903−29.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 27,687 | $1.19M | 0.15% | +311+1.1% | Added |
| Toroso Investments, LLC | 27,643 | $1.19M | 0.05% | +12,883+87.3% | Added |
| Investors Asset Management of Georgia Inc | 27,299 | $1.17M | 0.61% | +206+0.8% | Added |
| Westover Capital Advisors, LLC | 27,229 | $1.17M | 0.46% | −60,033−68.8% | Reduced |
| Chemung Canal Trust Co | 27,046 | $1.16M | 0.27% | −158−0.6% | Reduced |
| Ballast, Inc. | 26,405 | $1.14M | 0.50% | +1,093+4.3% | Added |
| Van Leeuwen & Company, LLC | 26,359 | $1.13M | 0.78% | −277−1.0% | Reduced |
| Investors Research Corp | 26,350 | $1.13M | 0.31% | −250−0.9% | Reduced |
| MTM Investment Management, LLC | 26,126 | $1.12M | 0.58% | −1,237−4.5% | Reduced |
| William Blair Investment Management, LLC | 25,980 | $1.12M | 0.00% | −339−1.3% | Reduced |
| Waldron Private Wealth LLC | 25,631 | $1.11M | 0.07% | 00.0% | Unchanged |
| RBF Capital, LLC | 25,900 | $1.11M | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 25,727 | $1.11M | 0.07% | +578+2.3% | Added |
| Sawtooth Solutions, LLC | 25,597 | $1.10M | 0.15% | −799−3.0% | Reduced |
| West Paces Advisors Inc. | 25,550 | $1.10M | 0.35% | +3,910+18.1% | Added |
| Profund Advisors LLC | 25,362 | $1.09M | 0.07% | +1,617+6.8% | Added |
| Cravens & Co Advisors, LLC | 25,332 | $1.09M | 1.01% | +25,332 | New |
| First County Bank | 25,314 | $1.09M | 0.52% | +25,314 | New |
| Horizon Investments, LLC | 25,489 | $1.08M | 0.03% | +9,663+61.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 25,129 | $1.08M | 0.12% | +1,642+7.0% | Added |
| Bessemer Securities LLC | 25,096 | $1.08M | 0.48% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 25,045 | $1.08M | 0.05% | +374+1.5% | Added |
| Simmons Bank | 24,853 | $1.07M | 0.09% | −734−2.9% | Reduced |
| Proquility Private Wealth Partners, LLC | 24,698 | $1.06M | 0.44% | −21,038−46.0% | Reduced |
| Trust Co of Virginia | 24,636 | $1.06M | 0.12% | −710−2.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 24,600 | $1.06M | 0.13% | +24,600 | New |
| Maven Securities LTD | 24,578 | $1.06M | 0.21% | −4,276−14.8% | Reduced |
| Wealthspire Advisors, LLC | 24,353 | $1.05M | 0.02% | +4,277+21.3% | Added |
| Curated Wealth Partners LLC | 24,260 | $1.04M | 0.25% | +4,190+20.9% | Added |
| Aull & Monroe Investment Management Corp | 24,223 | $1.04M | 0.52% | −50−0.2% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 22,346 | $1.04M | 0.22% | 00.0% | Unchanged |
| Monument Capital Management | 24,009 | $1.03M | 0.35% | −464−1.9% | Reduced |
| Partners in Financial Planning | 23,540 | $1.03M | 0.28% | −18−0.1% | Reduced |
| Meridian Wealth Management, LLC | 23,737 | $1.02M | 0.10% | +5,471+30.0% | Added |
| Phillips Wealth Planners LLC | 20,752 | $1.02M | 1.78% | +20,752 | New |
| True North Advisors, LLC | 23,523 | $1.01M | 0.35% | +32+0.1% | Added |
| Novare Capital Management LLC | 23,483 | $1.01M | 0.12% | +5,775+32.6% | Added |
| Quantinno Capital Management LP | 23,405 | $1.01M | 0.08% | +14,923+175.9% | Added |
| Meeder Advisory Services, Inc. | 23,339 | $1.00M | 0.13% | +23,339 | New |
| Jacobi Capital Management LLC | 23,301 | $1.00M | 0.13% | −138−0.6% | Reduced |
| Certified Advisory Corp | 23,224 | $999.3K | 0.20% | +20+0.1% | Added |
| Vontobel Holding Ltd. | 23,475 | $998.9K | 0.01% | +2,886+14.0% | Added |
| Brighton Jones LLC | 23,197 | $998.1K | 0.06% | −2,480−9.7% | Reduced |
| Norris Financial Group, LLC | 23,128 | $995.2K | 0.84% | −121−0.5% | Reduced |
| Allworth Financial LP | 22,947 | $987.4K | 0.01% | +1,161+5.3% | Added |
| Princeton Global Asset Management LLC | 22,818 | $982.0K | 0.32% | −586−2.5% | Reduced |
| First Horizon Advisors, Inc. | 22,797 | $981.0K | 0.04% | −7,675−25.2% | Reduced |
| Game Creek Capital, LP | 22,750 | $978.9K | 0.63% | −18,000−44.2% | Reduced |
| Berkeley Capital Partners, LLC | 22,727 | $977.9K | 0.38% | +836+3.8% | Added |
| Virtu Financial LLC | 22,671 | $976.0K | 0.13% | +22,671 | New |
| Banque Cantonale Vaudoise | 22,633 | $974.0K | 0.05% | −2,967−11.6% | Reduced |
| Lakeview Capital Partners, LLC | 20,017 | $969.8K | 0.31% | +195+1.0% | Added |
| Widmann Financial Services, Inc. | 22,519 | $969.0K | 1.01% | −90.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 22,401 | $963.9K | 0.08% | +2,128+10.5% | Added |
| Capital Asset Advisory Services LLC | 21,916 | $962.1K | 0.08% | −2,026−8.5% | Reduced |
| Intrust Bank NA | 22,207 | $955.6K | 0.13% | −7,441−25.1% | Reduced |
| Dean Investment Associates, LLC | 22,205 | $955.5K | 0.16% | −4,937−18.2% | Reduced |
| WBI Investments | 22,174 | $954.1K | 0.20% | +22,174 | New |
| Laurel Wealth Advisors, Inc. | 21,992 | $946.0K | 0.09% | −145−0.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 21,984 | $946.0K | 0.22% | −2,760−11.2% | Reduced |
| Searle & Co. | 21,935 | $943.9K | 0.32% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 21,849 | $940.2K | 0.05% | +1,099+5.3% | Added |
| Marks Group Wealth Management, Inc | 21,823 | $939.0K | 0.13% | +2,714+14.2% | Added |
| Sumitomo Life Insurance Co | 21,759 | $936.0K | 0.07% | −884−3.9% | Reduced |
| American Trust | 21,742 | $935.6K | 0.09% | −335−1.5% | Reduced |
| Mirova | 21,672 | $932.5K | 0.15% | +6,402+41.9% | Added |
| Linden Thomas Advisory Services, LLC | 21,658 | $931.9K | 0.26% | +21,658 | New |
| Ashton Thomas Private Wealth, LLC | 21,613 | $930.0K | 0.09% | +5,118+31.0% | Added |
| Sound View Wealth Advisors Group, LLC | 25,151 | $928.6K | 0.10% | +18,369+270.8% | Added |
| Sheets Smith Wealth Management | 21,431 | $922.2K | 0.14% | −63−0.3% | Reduced |
| Summit Financial Group Inc | 21,364 | $919.0K | 0.36% | +450+2.2% | Added |
| Scissortail Wealth Management, LLC | 18,920 | $915.0K | 0.53% | +18,920 | New |
| Park Place Capital Corp | 21,251 | $914.0K | 0.26% | +21,251 | New |
| Mutual Advisors, LLC | 21,163 | $910.7K | 0.04% | −52−0.2% | Reduced |
| Shepherd Financial Partners LLC | 21,071 | $906.6K | 0.16% | +89+0.4% | Added |
| Marino, Stram & Associates LLC | 20,819 | $895.9K | 0.28% | +238+1.2% | Added |
| Procyon Private Wealth Partners, LLC | 20,793 | $894.7K | 0.16% | +8,379+67.5% | Added |
| Veriti Management LLC | 20,783 | $894.3K | 0.12% | −1,961−8.6% | Reduced |
| Aprio Wealth Management, LLC | 20,528 | $883.3K | 0.31% | −796−3.7% | Reduced |
| BHK Investment Advisors, LLC | 20,421 | $878.7K | 0.49% | −876−4.1% | Reduced |
| Industrial Alliance Investment Management Inc. | 20,376 | $877.0K | 0.02% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,302 | $874.0K | 0.45% | −960−4.5% | Reduced |
| Galibier Capital Management Ltd. | 20,247 | $871.2K | 0.18% | +5,100+33.7% | Added |
| Mission Creek Capital Partners, Inc. | 20,243 | $871.1K | 0.31% | −986−4.6% | Reduced |
| OmniStar Financial Group, Inc. | 20,209 | $869.6K | 0.99% | +19+0.1% | Added |
| MAS Advisors LLC | 20,178 | $868.3K | 0.82% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 20,132 | $866.3K | 0.10% | +83+0.4% | Added |
| DFPG Investments, LLC | 18,662 | $865.4K | 0.14% | +9,481+103.3% | Added |
| Fourthstone LLC | 20,100 | $864.9K | 0.23% | −4,000−16.6% | Reduced |
| Tiaa, FSB | 20,097 | $864.8K | 0.00% | −1,802−8.2% | Reduced |
| Fee-Only Financial Planning, L.C. | 20,014 | $861.2K | 0.72% | +20,014 | New |
| Norway Savings Bank | 20,013 | $861.2K | 0.44% | +1,595+8.7% | Added |
| Clearstead Advisors, LLC | 19,977 | $859.6K | 0.07% | −96−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 19,931 | $857.6K | 0.02% | +2,147+12.1% | Added |