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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 19,895 | $856.1K | 0.03% | +12,600+172.7% | Added |
| GW Henssler & Associates Ltd | 19,755 | $850.1K | 0.06% | +473+2.5% | Added |
| Legacy Financial Advisors, Inc. | 19,438 | $836.4K | 0.18% | −1,106−5.4% | Reduced |
| Cassia Capital Partners, LLC | 19,255 | $828.5K | 0.68% | +7,936+70.1% | Added |
| Boston Trust Walden Corp | 19,217 | $826.9K | 0.01% | −95−0.5% | Reduced |
| Franklin Street Advisors Inc | 19,108 | $822.0K | 0.08% | −2,300−10.7% | Reduced |
| WealthPlan Investment Management, LLC | 16,677 | $818.8K | 0.06% | −4,579−21.5% | Reduced |
| Bridgefront Capital, LLC | 18,923 | $814.3K | 0.57% | +18,923 | New |
| WealthPLAN Partners, LLC | 16,677 | $814.1K | 0.06% | +16,677 | New |
| HBK Sorce Advisory LLC | 18,854 | $811.0K | 0.02% | +8,182+76.7% | Added |
| Boston Private Wealth LLC | 18,841 | $810.7K | 0.01% | +734+4.1% | Added |
| DoubleLine ETF Adviser LP | 18,734 | $806.1K | 0.41% | +18,734 | New |
| Intrua Financial, LLC | 16,868 | $804.7K | 0.19% | +5,447+47.7% | Added |
| Investment Management of Virginia LLC | 18,670 | $803.4K | 0.16% | −826−4.2% | Reduced |
| Greenspring Advisors, LLC | 18,649 | $802.5K | 0.21% | −796−4.1% | Reduced |
| CSS LLC | 18,618 | $801.1K | 0.05% | 00.0% | Unchanged |
| Applied Capital LLC | 18,588 | $799.8K | 0.80% | +18,588 | New |
| Atticus Wealth Management, LLC | 18,581 | $799.5K | 0.33% | −2,582−12.2% | Reduced |
| Ameritas Investment Partners, Inc. | 16,324 | $797.3K | 0.03% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 18,483 | $795.0K | 0.05% | +18,483 | New |
| Great Lakes Retirement, Inc. | 18,236 | $784.7K | 0.20% | +18,236 | New |
| IHT Wealth Management, LLC | 18,230 | $784.5K | 0.05% | −922−4.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,229 | $784.0K | 0.02% | −100−0.5% | Reduced |
| Edge Capital Group, LLC | 18,204 | $783.3K | 0.05% | −530−2.8% | Reduced |
| Lido Advisors, LLC | 18,072 | $777.7K | 0.01% | +56+0.3% | Added |
| Transatlantique Private Wealth LLC | 17,898 | $771.3K | 0.46% | +493+2.8% | Added |
| Stratos Wealth Advisors, LLC | 17,853 | $768.2K | 0.06% | +384+2.2% | Added |
| Apollon Wealth Management, LLC | 17,824 | $767.0K | 0.05% | +1,047+6.2% | Added |
| Fort Sheridan Advisors LLC | 17,614 | $757.9K | 0.25% | −626−3.4% | Reduced |
| Canal Capital Management, LLC | 17,565 | $755.8K | 0.18% | +137+0.8% | Added |
| Brookstone Capital Management | 16,470 | $755.3K | 0.02% | +266+1.6% | Added |
| Douglass Winthrop Advisors, LLC | 17,525 | $754.0K | 0.02% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 17,500 | $753.0K | 0.52% | +17,500 | New |
| Texas Yale Capital Corp. | 17,475 | $751.9K | 0.04% | −36−0.2% | Reduced |
| Wealth Quarterback LLC | 17,389 | $748.3K | 0.62% | +470+2.8% | Added |
| Leisure Capital Management | 17,264 | $742.9K | 0.38% | −1,687−8.9% | Reduced |
| Grove Bank & Trust | 17,240 | $742.0K | 0.16% | +2,893+20.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 15,706 | $741.0K | 0.45% | +279+1.8% | Added |
| Eastover Investment Advisors LLC | 17,176 | $739.1K | 0.42% | +25+0.1% | Added |
| Trustcore Financial Services, LLC | 17,155 | $738.2K | 0.06% | +131+0.8% | Added |
| Echo Street Capital Management LLC | 17,071 | $734.6K | 0.01% | +17,071 | New |
| Monte Financial Group, LLC | 17,060 | $734.1K | 0.38% | +1,218+7.7% | Added |
| Gabelli Funds LLC | 17,000 | $731.5K | 0.01% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 16,989 | $731.0K | 0.26% | −15−0.1% | Reduced |
| Copeland Capital Management, LLC | 16,989 | $731.0K | 0.02% | −735−4.1% | Reduced |
| Woodard & Co Asset Management Group Inc | 16,788 | $722.4K | 0.26% | 00.0% | Unchanged |
| Gallagher Benefit Services, Inc. | 16,715 | $719.2K | 0.15% | +16,715 | New |
| F3Logic, LLC | 16,715 | $719.2K | 0.15% | +16,715 | New |
| StoneX Group Inc. | 16,707 | $718.9K | 0.09% | +1,610+10.7% | Added |
| Private Trust Co NA | 16,691 | $718.0K | 0.11% | −126−0.7% | Reduced |
| ProVise Management Group, LLC | 16,666 | $717.1K | 0.07% | +2,677+19.1% | Added |
| Infrastructure Capital Advisors, LLC | 16,612 | $714.8K | 0.14% | +1,508+10.0% | Added |
| Kula Investments, LLC | 16,601 | $714.3K | 0.25% | +16,601 | New |
| Hilltop Holdings Inc. | 16,590 | $713.7K | 0.09% | −341−2.0% | Reduced |
| Avidian Wealth Solutions, LLC | 16,573 | $713.1K | 0.05% | +3,304+24.9% | Added |
| Cigna Investments Inc | 16,406 | $706.0K | 0.15% | +60.0% | Added |
| Greenleaf Trust | 16,266 | $700.0K | 0.01% | +2,158+15.3% | Added |
| FLC Capital Advisors | 16,128 | $694.0K | 0.22% | +469+3.0% | Added |
| Dudley Capital Management, LLC | 16,003 | $688.6K | 0.51% | +16,003 | New |
| Lebenthal Global Advisors, LLC | 15,966 | $687.0K | 0.23% | +1,428+9.8% | Added |
| Montchanin Asset Management, LLC | 15,965 | $687.0K | 0.94% | +4,600+40.5% | Added |
| Longfellow Investment Management Co LLC | 15,939 | $685.9K | 0.16% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,883 | $683.4K | 0.13% | −258−1.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,643 | $673.1K | 0.42% | +560+3.7% | Added |
| Marcum Wealth, LLC | 15,622 | $672.2K | 0.09% | −1,622−9.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,612 | $671.8K | 0.10% | +15,612 | New |
| Linker Capital Management Inc. | 15,519 | $668.0K | 0.77% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 15,272 | $657.2K | 0.10% | +15,272 | New |
| Resources Management Corp | 15,200 | $654.0K | 0.10% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 15,145 | $651.7K | 0.19% | −13,120−46.4% | Reduced |
| Trust Asset Management LLC | 15,053 | $647.7K | 0.08% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 14,974 | $644.0K | 0.18% | +1,136+8.2% | Added |
| Rede Wealth, LLC | 14,957 | $643.6K | 0.35% | +2,966+24.7% | Added |
| Modera Wealth Management, LLC | 14,883 | $640.4K | 0.03% | +68+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 14,751 | $634.7K | 0.21% | −1,012−6.4% | Reduced |
| AIA Group Ltd | 14,722 | $633.5K | 0.04% | +11,120+308.7% | Added |
| Denali Advisors LLC | 14,700 | $632.5K | 0.27% | +1,100+8.1% | Added |
| Clarius Group, LLC | 14,664 | $631.0K | 0.06% | +323+2.3% | Added |
| Fund Management at Engine No. 1 LLC | 14,608 | $628.6K | 0.15% | +1,853+14.5% | Added |
| Israel Discount Bank of New York | 14,602 | $628.0K | 0.53% | −851−5.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,564 | $626.7K | 0.31% | −49−0.3% | Reduced |
| Montag & Caldwell, LLC | 14,562 | $626.6K | 0.09% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 13,659 | $625.6K | 0.80% | 00.0% | Unchanged |
| Forum Financial Management, LP | 14,511 | $624.4K | 0.02% | +83+0.6% | Added |
| CAPROCK Group, Inc. | 14,404 | $619.8K | 0.06% | −6,856−32.2% | Reduced |
| Reuter James Wealth Management, LLC | 14,394 | $619.4K | 0.45% | 00.0% | Unchanged |
| City Holding Co | 14,389 | $619.0K | 0.12% | −301−2.0% | Reduced |
| Balentine LLC | 14,379 | $618.7K | 0.02% | −15,579−52.0% | Reduced |
| Vectors Research Management, LLC | 14,336 | $617.0K | 0.16% | −807−5.3% | Reduced |
| Equitable Holdings, Inc. | 14,311 | $615.8K | 0.01% | +1,029+7.7% | Added |
| Schechter Investment Advisors, LLC | 14,289 | $614.9K | 0.06% | +846+6.3% | Added |
| Community Trust & Investment Co | 14,175 | $610.0K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14,170 | $609.7K | 0.04% | −3,382−19.3% | Reduced |
| Prelude Capital Management, LLC | 14,083 | $606.0K | 0.04% | +5,673+67.5% | Added |
| 1776 Wealth LLC | 14,050 | $605.0K | 0.43% | +4,700+50.3% | Added |
| Prosperity Wealth Management, Inc. | 14,024 | $603.5K | 0.60% | +14,024 | New |
| Capstone Investment Advisors, LLC | 14,022 | $603.4K | 0.02% | −29,219−67.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 13,977 | $601.4K | 0.07% | −11,609−45.4% | Reduced |
| Koshinski Asset Management, Inc. | 13,886 | $597.5K | 0.06% | +1,261+10.0% | Added |
| Wedbush Securities Inc | 13,881 | $597.0K | 0.03% | −2,526−15.4% | Reduced |