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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.

Other share classesTFC.PITFC.POTFC.PR

Q1 2023 vs. Q4 2022

How the institutions holding Truist Financial Corp changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of TFC: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1,491301,399−62
Shares979.2M1.96M972.9M−4.34M (−0.4%)
Value$42.2B$86.6M$33.1B−$8.96B (−21.3%)

30 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (115)

Institutions that held Truist Financial Corp at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 115 by value.

Institutions new to TFC in Q1 2023
InstitutionSharesValue% of portfolio
Harris Associates L PSuperinvestorHarris Associates (Oakmark)5,620,804$191.7M0.37%
rhino investment partners, Inc1,071,800$36.5M9.89%
Walleye Capital LLC784,145$26.7M0.54%
Algebris (UK) Ltd483,844$16.6M6.66%
Avalon Investment & Advisory285,325$9.73M0.27%
Alyeska Investment Group, L.P.281,148$9.59M0.08%
One Fin Capital Management LP280,000$9.55M3.78%
Moore Capital Management, LP262,804$8.96M0.28%
Interval Partners, LP220,000$7.50M0.42%
Lockheed Martin Investment Management Co200,000$6.82M0.39%
Socorro Asset Management LP187,500$6.39M2.82%
Delta Accumulation, LLC128,000$4.36M23.25%
Icon Wealth Partners, LLC127,255$4.34M0.47%
EJF Capital LLC113,800$3.88M1.45%
Marathon Capital Management107,661$3.67M0.90%
Ategra Capital Management, LLC90,600$3.09M1.73%
Imprint Wealth LLC83,838$2.86M1.88%
Ostrum Asset Management79,673$2.72M0.24%
Ibex Wealth Advisors76,980$2.63M0.68%
Parallax Volatility Advisers, L.P.75,691$2.58M0.09%
Numerai GP LLC73,505$2.51M0.84%
Edmp, Inc.65,884$2.25M2.25%
Fort Pitt Capital Group, LLC54,652$1.86M0.07%
Trilogy Capital Inc.53,906$1.84M0.13%
CM Wealth Advisors LLC58,262$1.78M0.35%
Weiss Multi-Strategy Advisers LLC50,000$1.71M0.04%
B.O.S.S. Retirement Advisors, LLC46,007$1.57M0.37%
Vinva Investment Management Ltd44,964$1.52M0.13%
Wolverine Trading, LLC44,950$1.52M0.05%
Jefferies Financial Group Inc.43,042$1.47M0.03%
Garda Capital Partners LP37,540$1.28M1.12%
Eqis Capital Management, Inc.35,754$1.22M0.14%
Diamant Asset Management, Inc.34,100$1.16M0.95%
IMC-Chicago, LLC32,948$1.12M0.19%
HAP Trading, LLC32,862$1.12M0.27%
Perpetual Ltd30,274$1.03M0.01%
PCJ Investment Counsel Ltd.30,000$1.02M0.41%
MBL Wealth, LLC29,772$1.02M0.16%
Alberta Investment Management Corp28,800$982.1K0.01%
CastleKnight Management LP23,400$797.9K0.20%
Emerald Mutual Fund Advisers Trust19,240$656.1K0.04%
First Heartland Consultants, Inc.18,522$631.6K0.09%
Staley Capital Advisers Inc18,500$631.0K0.04%
River Oaks Capital LLC18,500$630.9K0.88%
Duality Advisers, LP17,092$582.8K0.07%
Gallagher Fiduciary Advisors, LLC16,833$574.2K0.05%
Chesapeake Asset Management LLC16,310$556.2K0.51%
Legacy Capital Wealth Partners, LLC16,043$547.1K0.15%
Spouting Rock Asset Management, LLC15,908$542.5K0.19%
Axq Capital, LP15,500$528.5K0.21%
Stevens Capital Management LP15,226$519.0K0.13%
Avalon Trust Co14,295$487.5K0.05%
Tradewinds, LLC.12,262$418.1K0.25%
WBH Advisory Inc12,245$417.6K0.05%
Callan Family Office, LLC12,078$411.9K0.10%
Nalls Sherbakoff Group, LLC11,459$387.9K0.39%
BIP Wealth, LLC11,097$378.4K0.04%
Legacy Capital Group California, Inc.10,822$369.0K0.18%
V-Square Quantitative Management LLC10,660$363.5K0.34%
Berkshire Asset Management LLC10,212$348.2K0.02%
Venator Management LLC10,000$341.0K0.14%
Grey Street Capital, LLC9,800$334.2K0.24%
Canandaigua National Bank & Trust Co9,761$333.0K0.06%
Alpha Financial Partners, LLC9,211$314.1K0.35%
Heron Financial Group, LLC9,128$311.3K0.17%
Petrus Trust Company, LTA8,317$283.6K0.03%
Centennial Wealth Advisory LLC8,059$274.8K0.15%
Cito Capital Group, LLC8,000$273.0K0.14%
Hennessy Advisors Inc8,000$272.8K0.02%
Wedmont Private Capital7,820$259.4K0.03%
Levin Capital Strategies, L.P.7,000$238.7K0.03%
Black Maple Capital Management LP7,000$238.7K0.30%
Aldebaran Financial Inc.6,780$231.2K0.31%
Heartwood Wealth Advisors LLC6,776$231.1K0.03%
RSM US Wealth Management LLC6,729$229.5K0.01%
Abn Amro Investment Solutions6,443$219.7K0.00%
Empower Advisory Group, LLC6,582$218.1K0.00%
Wallace Advisory Group, LLC6,164$210.2K0.16%
RiverFront Investment Group, LLC6,113$208.5K0.01%
Golden Green, Inc.6,012$205.0K0.24%
Roman Butler Fullerton & Co6,662$202.7K0.10%
Kapitalo Investimentos Ltda4,893$166.9K0.06%
Carderock Capital Management Inc4,537$154.7K0.05%
Cape Investment Advisory, Inc.4,198$143.2K0.09%
Belvedere Trading LLC3,963$135.1K0.06%
Park Circle Co3,430$117.0K0.11%
Itau Unibanco Holding S.A.2,796$95.3K0.00%
Sunbelt Securities, Inc.2,167$73.3K0.01%
Monumental Financial Group Inc.1,816$62.0K0.04%
MRP Capital Investments, LLC1,000$34.1K0.04%
Quarry LP942$32.1K0.02%
Caldwell Sutter Capital, Inc.935$31.9K0.02%
GW&K Investment Management, LLC901$31.0K0.00%
Winch Advisory Services, LLC775$26.0K0.01%
Centerpoint Advisors, LLC545$19.0K0.01%
25 LLC519$14.9K0.01%
Carmel Capital Partners, LLC348$11.9K0.01%
GPS Wealth Strategies Group, LLC339$11.6K0.00%
Cascade Investment Advisors, Inc.277$9.45K0.01%
Creative Capital Management Investments LLC231$7.88K0.01%

Sold out (177)

Institutions that held Truist Financial Corp at the end of Q4 2022 and filed for Q1 2023 without it.

Showing the largest 100 of 177 by value.

Institutions that sold out of TFC in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Capital World Investors2,316,849$99.7M
Eagle Asset Management Inc1,880,647$82.1M
Hudson Bay Capital Management LP1,250,000$53.8M
Two Sigma Investments, LP588,427$25.3M
Bridgewater Associates, LP560,962$24.1M
Ergoteles LLC527,308$22.7M
Matrix Asset Advisors Inc480,243$20.7M
Stieven Capital Advisors, L.P.253,000$10.9M
ING Groep NV225,392$9.70M
Mizuho Markets Americas LLC201,615$8.68M
Virginia Retirement Systems Et Al194,800$8.38M
Biondo Investment Advisors, LLC146,104$6.36M
Ilmarinen Mutual Pension Insurance Co127,740$5.50M
Cipher Capital LP121,386$5.22M
Elo Mutual Pension Insurance Co102,680$4.42M
Worldquant Millennium Advisors LLC98,895$4.25M
WESPAC Advisors SoCal, LLC80,313$3.46M
Viking Fund Management LLC73,000$3.14M
Financial Advisory Partners, LLC72,332$3.11M
Cornercap Investment Counsel Inc60,516$2.60M
Capital International Sarl57,425$2.47M
Centerstone Investors, LLC54,620$2.35M
Connor, Clark & Lunn Investment Management Ltd.54,580$2.35M
FORA Capital, LLC54,014$2.32M
Seven Eight Capital, LP52,281$2.25M
Lewis Capital Management, LLC46,206$1.99M
Hamel Associates, Inc.42,924$1.85M
Gyon Technologies Capital Management, LP41,915$1.80M
Twin Capital Management Inc40,811$1.76M
Bowen Hanes & Co Inc40,415$1.74M
Parsons Capital Management Inc38,309$1.65M
Allstate Corp36,740$1.58M
Sustainable Insight Capital Management, LLC35,900$1.54M
BCS Wealth Management32,538$1.40M
Mountain Capital Investment Advisors, Inc28,703$1.32M
U.S. Capital Wealth Advisors, LLC29,415$1.27M
Capital Fund Management S.A.28,195$1.21M
Edgemoor Investment Advisors, Inc.24,600$1.06M
Virtu Financial LLC22,671$976.0K
Mirova21,672$932.5K
Scissortail Wealth Management, LLC18,920$915.0K
Woodmont Investment Counsel LLC20,132$866.3K
Sowell Financial Services LLC18,483$795.0K
Qsemble Capital Management, LP17,500$753.0K
Monte Financial Group, LLC17,060$734.1K
Kula Investments, LLC16,601$714.3K
Virtue Capital Management, LLC15,272$657.2K
Aigen Investment Management, LP13,570$583.9K
Arete Wealth Advisors, LLC12,859$553.3K
Agf Management Ltd11,530$496.1K
Northwest Bancshares, Inc.10,905$469.2K
Quantitative Investment Management, LLC10,601$456.0K
Oak Associates, Ltd10,375$446.4K
Carr Financial Group Corp9,924$427.0K
Transform Wealth, LLC9,088$391.1K
Gilbert & Cook, Inc.8,729$375.6K
Qtron Investments LLC8,680$373.5K
Altrius Capital Management Inc8,486$365.2K
RNC Capital Management LLC8,481$365.0K
Verus Financial Partners, Inc.7,274$359.3K
Eagle Global Advisors LLC8,217$353.6K
International Assets Investment Management, LLC8,911$344.1K
Woodward Diversified Capital, LLC7,943$341.8K
BSW Wealth Partners7,572$326.0K
Premier Asset Management LLC7,524$323.8K
Ambassador Advisors, LLC7,283$313.4K
180 Wealth Advisors, LLC6,278$306.7K
Johnson Investment Counsel Inc7,071$304.3K
LMCG Investments, LLC7,014$301.8K
Pinnacle Wealth Management Advisory Group, LLC6,945$298.8K
Money Concepts Capital Corp6,800$292.6K
SageView Advisory Group, LLC6,797$292.5K
TCWP LLC6,731$289.6K
Benin Management CORP6,448$277.5K
Cozad Asset Management Inc6,280$270.2K
Connors Investor Services Inc6,220$267.6K
Argent Capital Management LLC6,215$267.4K
Ballew Advisors, Inc5,602$264.3K
ASB Consultores, LLC6,138$264.1K
Montecito Bank & Trust6,044$260.0K
Patriot Investment Management Inc.5,293$258.5K
Goepper Burkhardt LLC5,951$256.1K
TrinityPoint Wealth, LLC5,787$249.0K
Bremer Bank National Association5,741$247.0K
Andesa Financial Management Inc.5,699$245.2K
Aua Capital Management, LLC5,680$244.4K
Country Club Bank5,661$243.6K
Strategic Wealth Designers5,205$238.1K
Southern Capital Advisors, LLC5,496$236.5K
Accurate Wealth Management, LLC5,129$235.9K
Mirabella Financial Services LLP5,449$234.5K
Riverwater Partners LLC5,449$234.5K
Aviance Capital Partners, LLC5,448$234.4K
Millennium Capital Advisors, LLC5,400$232.4K
Blueshift Asset Management, LLC5,367$230.9K
Oxford Financial Group Ltd5,315$228.7K
Northside Capital Management, LLC5,313$228.6K
Baron Wealth Management LLC5,312$228.6K
Atlas Wealth Partners, LLC4,550$228.0K
M. Kulyk & Associates, LLC5,298$228.0K

Not filed for Q1 2023 yet (30)

Institutions that held Truist Financial Corp at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.