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; 1,706 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, Q1 2023
Institutional positions in Truist Financial Corp as of Mar 31, 2023. 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
- 1,399
- −62 vs. Q4 2022
- Shares held
- 972.9M
- −4.34M (−0.4%) vs. Q4 2022
- Total value
- $33.1B
- −$8.96B (−21.3%) vs. Q4 2022
- New holders
- 115
- 662 more added
- Sold out
- 177
- 469 more reduced
30 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,706 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 116,090,559 | $3.96B | 0.10% | −6,228,588−5.1% | Reduced |
| BlackRock Inc. | 100,042,278 | $3.41B | 0.10% | +7,651,641+8.3% | Added |
| State Street Corp | 58,767,556 | $2.00B | 0.11% | −1,092,308−1.8% | Reduced |
| JPMorgan Chase & Co | 41,689,798 | $1.42B | 0.18% | −19,343,718−31.7% | Reduced |
| Bank of America Corp | 32,713,399 | $1.12B | 0.13% | −4,104,094−11.1% | Reduced |
| Amundi | 25,925,690 | $830.2M | 0.45% | +7,642,967+41.8% | Added |
| Geode Capital Management, LLC | 23,931,465 | $814.6M | 0.11% | +332,642+1.4% | Added |
| FMR LLC | 21,461,191 | $731.8M | 0.07% | +7,635,573+55.2% | Added |
| Dodge & Cox | 20,410,797 | $696.0M | 0.47% | +1,614,219+8.6% | Added |
| Charles Schwab Investment Management Inc | 17,195,643 | $573.1M | 0.17% | +1,068,032+6.6% | Added |
| Diamond Hill Capital Management Inc | 16,697,560 | $569.4M | 2.67% | +3,617,456+27.7% | Added |
| Northern Trust Corp | 16,203,749 | $552.5M | 0.11% | +168,587+1.1% | Added |
| Massachusetts Financial Services Co | 15,424,286 | $526.0M | 0.18% | −1,817,083−10.5% | Reduced |
| Royal Bank of Canada | 13,652,128 | $465.5M | 0.14% | +56,462+0.4% | Added |
| Morgan Stanley | 13,405,383 | $457.1M | 0.05% | −2,105,715−13.6% | Reduced |
| Norges Bank | 13,322,493 | $454.3M | 0.10% | +454,314+3.5% | Added |
| Bank of New York Mellon Corp | 13,252,594 | $451.9M | 0.10% | −496,050−3.6% | Reduced |
| Wellington Management Group LLP | 12,460,317 | $424.9M | 0.08% | −11,300,186−47.6% | Reduced |
| Macquarie Group Ltd | 10,966,241 | $373.9M | 0.44% | +578,456+5.6% | Added |
| American Century Companies Inc | 10,710,344 | $365.2M | 0.29% | −1,937,915−15.3% | Reduced |
| Citadel Advisors LLC | 10,513,014 | $358.5M | 0.39% | +8,837,244+527.4% | Added |
| Bahl & Gaynor Inc | 9,961,740 | $339.7M | 1.83% | +1,751,226+21.3% | Added |
| Invesco Ltd. | 9,678,856 | $330.0M | 0.09% | +1,054,351+12.2% | Added |
| Federated Hermes, Inc. | 9,353,572 | $319.0M | 0.80% | +2,777,550+42.2% | Added |
| Capital International Investors | 9,319,923 | $317.8M | 0.08% | −2,331,992−20.0% | Reduced |
| Franklin Resources Inc | 8,937,401 | $304.8M | 0.15% | +408,570+4.8% | Added |
| Legal & General Group Plc | 8,319,512 | $283.7M | 0.10% | +129,322+1.6% | Added |
| Goldman Sachs Group Inc | 7,940,561 | $270.8M | 0.07% | +2,584,101+48.2% | Added |
| Arrowstreet Capital, Limited Partnership | 7,592,182 | $258.9M | 0.34% | +2,992,820+65.1% | Added |
| Dimensional Fund Advisors LP | 7,508,270 | $256.0M | 0.09% | +46,271+0.6% | Added |
| UBS Asset Management Americas Inc | 7,098,663 | $242.1M | 0.12% | +41,473+0.6% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,620,804 | $191.7M | 0.37% | +5,620,804 | New |
| Truist Financial Corp | 5,520,624 | $188.3M | 0.32% | −131,566−2.3% | Reduced |
| Wells Fargo & Company | 5,243,626 | $178.8M | 0.06% | +642,223+14.0% | Added |
| Nuveen Asset Management, LLC | 4,863,325 | $165.8M | 0.06% | +241,861+5.2% | Added |
| Neuberger Berman Group LLC | 4,721,742 | $161.0M | 0.15% | +535,718+12.8% | Added |
| Burgundy Asset Management Ltd. | 4,525,635 | $154.3M | 1.91% | +468,771+11.6% | Added |
| Raymond James & Associates | 4,497,701 | $153.4M | 0.13% | +314,783+7.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,269,632 | $145.6M | 0.11% | +317,161+8.0% | Added |
| UBS Group AG | 4,209,332 | $143.5M | 0.07% | −1,625,907−27.9% | Reduced |
| Cullen Capital Management LLC | 4,146,229 | $141.4M | 1.30% | +1,186,070+40.1% | Added |
| Ameriprise Financial Inc | 3,978,551 | $135.7M | 0.04% | +76,922+2.0% | Added |
| Bank of Montreal | 3,811,921 | $130.0M | 0.08% | +1,833,223+92.6% | Added |
| Deutsche Bank AG | 3,791,847 | $129.3M | 0.07% | −930,827−19.7% | Reduced |
| APG Asset Management N.V. | 3,900,579 | $122.4M | 0.26% | +1,027,977+35.8% | Added |
| Stifel Financial Corp | 3,551,285 | $121.1M | 0.17% | +120,568+3.5% | Added |
| First Trust Advisors LP | 3,520,992 | $120.1M | 0.14% | +390,129+12.5% | Added |
| D. E. Shaw & Co., Inc. | 3,361,124 | $114.6M | 0.18% | +1,830,709+119.6% | Added |
| Prudential Financial Inc | 3,252,230 | $110.9M | 0.17% | +273,607+9.2% | Added |
| The PNC Financial Services Group, Inc. | 3,019,249 | $103.0M | 0.09% | +40,322+1.4% | Added |
| Envestnet Asset Management Inc | 3,008,882 | $102.6M | 0.05% | +95,284+3.3% | Added |
| HSBC Holdings PLC | 2,824,090 | $95.7M | 0.12% | +703,450+33.2% | Added |
| HighTower Advisors, LLC | 2,676,552 | $91.3M | 0.20% | +975,809+57.4% | Added |
| California Public Employees Retirement System | 2,622,711 | $89.4M | 0.08% | −389,652−12.9% | Reduced |
| Rhumbline Advisers | 2,598,939 | $88.6M | 0.11% | +136,907+5.6% | Added |
| Boston Partners | 2,463,601 | $83.6M | 0.11% | −4,602,906−65.1% | Reduced |
| Credit Suisse AG | 2,407,154 | $82.1M | 0.08% | +128,327+5.6% | Added |
| Sanders Capital, LLC | 2,286,874 | $78.0M | 0.18% | −779,108−25.4% | Reduced |
| Bessemer Group Inc | 2,269,386 | $77.4M | 0.18% | −933,005−29.1% | Reduced |
| California State Teachers Retirement System | 2,261,652 | $77.1M | 0.11% | −20,874−0.9% | Reduced |
| Price T Rowe Associates Inc | 2,233,169 | $76.2M | 0.01% | +192,849+9.5% | Added |
| Jennison Associates LLC | 2,132,526 | $72.7M | 0.07% | −1,242,767−36.8% | Reduced |
| National Pension Service | 2,143,544 | $72.6M | 0.13% | +108,581+5.3% | Added |
| Voya Investment Management LLC | 2,105,214 | $71.8M | 0.08% | −79,439−3.6% | Reduced |
| New York State Common Retirement Fund | 2,096,880 | $71.5M | 0.10% | −520,491−19.9% | Reduced |
| Barclays PLC | 2,037,086 | $69.5M | 0.07% | −1,519,447−42.7% | Reduced |
| LPL Financial LLC | 1,942,302 | $66.2M | 0.05% | +417,178+27.4% | Added |
| Equity Investment Corp | 1,799,821 | $61.4M | 2.01% | +562,146+45.4% | Added |
| Manufacturers Life Insurance Company, The | 1,792,069 | $61.1M | 0.03% | −62,354−3.4% | Reduced |
| Alliancebernstein L.P. | 1,724,902 | $58.8M | 0.03% | −32,273−1.8% | Reduced |
| Nordea Investment Management AB | 1,698,160 | $56.9M | 0.08% | −13,921−0.8% | Reduced |
| Bank of Nova Scotia | 1,650,439 | $56.3M | 0.17% | +1,226,233+289.1% | Added |
| LSV Asset Management | 1,648,900 | $56.2M | 0.13% | +1,554,900+1,654.1% | Added |
| Marshall Wace, LLP | 1,644,855 | $56.1M | 0.14% | +1,208,948+277.3% | Added |
| Epoch Investment Partners, Inc. | 1,546,804 | $52.7M | 0.31% | −515,321−25.0% | Reduced |
| NFJ Investment Group, LLC | 1,535,944 | $52.4M | 1.40% | +446,565+41.0% | Added |
| Principal Financial Group Inc | 1,520,470 | $51.8M | 0.04% | +23,300+1.6% | Added |
| State Board of Administration of Florida Retirement System | 1,477,400 | $50.4M | 0.12% | +4,800+0.3% | Added |
| New York State Teachers Retirement System | 1,474,435 | $50.3M | 0.12% | −22,704−1.5% | Reduced |
| Fort Washington Investment Advisors Inc | 1,452,187 | $49.5M | 0.37% | +679,616+88.0% | Added |
| Citigroup Inc | 1,424,007 | $48.6M | 0.07% | +135,348+10.5% | Added |
| Regions Financial Corp | 1,422,256 | $48.5M | 0.44% | −7,927−0.6% | Reduced |
| SEI Investments Co | 1,335,904 | $45.6M | 0.08% | +269,037+25.2% | Added |
| Adage Capital Partners GP, L.L.C. | 1,328,464 | $45.3M | 0.10% | +413,720+45.2% | Added |
| DekaBank Deutsche Girozentrale | 1,322,091 | $44.5M | 0.11% | −832,522−38.6% | Reduced |
| Douglas Lane & Associates, LLC | 1,304,333 | $44.5M | 0.74% | +40,911+3.2% | Added |
| RE Advisers Corp | 1,214,902 | $41.4M | 1.15% | −165,203−12.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,208,186 | $41.2M | 1.03% | +52,861+4.6% | Added |
| Letko, Brosseau & Associates Inc | 1,198,241 | $40.9M | 0.76% | +277,730+30.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,195,525 | $40.8M | 0.14% | −68,841−5.4% | Reduced |
| rhino investment partners, Inc | 1,071,800 | $36.5M | 9.89% | +1,071,800 | New |
| Victory Capital Management Inc | 1,068,277 | $36.4M | 0.04% | −81,516−7.1% | Reduced |
| Russell Investments Group, Ltd. | 1,068,590 | $36.4M | 0.07% | −123,335−10.3% | Reduced |
| Janney Montgomery Scott LLC | 1,064,170 | $36.3M | 0.15% | +402,364+60.8% | Added |
| Great West Life Assurance Co | 1,059,004 | $36.1M | 0.09% | −127,262−10.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,051,343 | $35.9M | 0.09% | +94,657+9.9% | Added |
| Prana Capital Management, LP | 1,036,362 | $35.3M | 2.99% | −1,035,889−50.0% | Reduced |
| Schwartz Investment Counsel Inc | 1,001,095 | $34.1M | 1.49% | +229,000+29.7% | Added |
| Baird Financial Group, Inc. | 923,889 | $31.5M | 0.08% | +342,303+58.9% | Added |
| Tweedy, Browne Co LLC | 911,791 | $31.1M | 1.69% | +572,592+168.8% | Added |