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, 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 | 1,707 | $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, 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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 19 | $0 | 0.00% | −237−92.6% | Reduced |
| Chilton Capital Management LLC | 0 | $16 | 0.00% | 0 | New |
| Core Wealth Advisors, Inc. | 1 | $23 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $34 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 10 | $341 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 15 | $512 | 0.00% | +15 | New |
| McClarren Financial Advisors, Inc. | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $1.02K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 32 | $1.09K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 38 | $1.30K | 0.00% | −15−28.3% | Reduced |
| Red Tortoise LLC | 39 | $1.33K | 0.00% | +39 | New |
| JNBA Financial Advisors | 40 | $1.36K | 0.00% | +40 | New |
| Disciplined Investments, LLC | 44 | $1.50K | 0.00% | −18−29.0% | Reduced |
| TFC Financial Management | 44 | $1.51K | 0.00% | +22+100.0% | Added |
| Focused Wealth Management, Inc | 46 | $1.55K | 0.00% | +1+2.2% | Added |
| Credential Qtrade Securities Inc. | 47 | $1.60K | 0.00% | +47 | New |
| Bay Harbor Wealth Management, LLC | 51 | $1.74K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 53 | $1.81K | 0.00% | −44−45.4% | Reduced |
| Buck Wealth Strategies, LLC | 53 | $1.81K | 0.00% | +53 | New |
| Ancora Advisors, LLC | 60 | $2.05K | 0.00% | −257−81.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 63 | $2.16K | 0.00% | +2+3.3% | Added |
| Atlas Capital Advisors LLC | 68 | $2.32K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 80 | $2.73K | 0.00% | −338−80.9% | Reduced |
| Lee Financial Co | 80 | $2.73K | 0.00% | +58+263.6% | Added |
| DT Investment Partners, LLC | 88 | $2.77K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 86 | $2.93K | 0.00% | −874−91.0% | Reduced |
| Coston, McIsaac & Partners | 114 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 113 | $3.00K | 0.00% | +37+48.7% | Added |
| Institutional & Family Asset Management, LLC | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 103,255 | $3.03K | 0.02% | +103,255 | New |
| WealthPlan Investment Management, LLC | 92 | $3.14K | 0.00% | −16,585−99.4% | Reduced |
| PSI Advisors, LLC | 95 | $3.24K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 96 | $3.27K | 0.00% | +96 | New |
| Clean Yield Group | 105 | $3.58K | 0.00% | −383−78.5% | Reduced |
| Front Row Advisors LLC | 111 | $4.00K | 0.00% | −1,542−93.3% | Reduced |
| Sit Investment Associates Inc | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 104 | $4.00K | 0.00% | +104 | New |
| Financial Synergies Wealth Advisors, Inc. | 119 | $4.06K | 0.00% | +119 | New |
| Castleview Partners, LLC | 132 | $4.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 135 | $4.60K | 0.00% | −78−36.6% | Reduced |
| Ahrens Investment Partners LLC | 136 | $4.62K | 0.00% | +136 | New |
| Pin Oak Investment Advisors Inc | 160 | $5.00K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 175 | $5.97K | 0.01% | +1+0.6% | Added |
| Eagle Bay Advisors LLC | 182 | $6.21K | 0.00% | +137+304.4% | Added |
| Baker Avenue Asset Management, LP | 200 | $6.82K | 0.00% | −156−43.8% | Reduced |
| SOA Wealth Advisors, LLC. | 200 | $6.82K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 201 | $7.00K | 0.00% | −7,809−97.5% | Reduced |
| Horan Securities, Inc. | 208 | $7.09K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 212 | $7.23K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 213 | $7.26K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 221 | $7.54K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 224 | $7.64K | 0.00% | +16+7.7% | Added |
| True Wealth Design, LLC | 225 | $7.67K | 0.00% | +225 | New |
| Creative Capital Management Investments LLC | 231 | $7.88K | 0.01% | +231 | New |
| Founders Capital Management | 225 | $8.00K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 248 | $8.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 248 | $8.46K | 0.00% | −75−23.2% | Reduced |
| Global Trust Asset Management, LLC | 250 | $8.53K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 266 | $9.08K | 0.01% | +3+1.1% | Added |
| Schubert & Co | 275 | $9.38K | 0.01% | −15−5.2% | Reduced |
| Cascade Investment Advisors, Inc. | 277 | $9.45K | 0.01% | +277 | New |
| TCTC Holdings, LLC | 289 | $9.86K | 0.00% | +34+13.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 291 | $9.92K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 294 | $10.0K | 0.00% | +1+0.3% | Added |
| Centennial Bank | 299 | $10.2K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $10.2K | 0.00% | −200−40.0% | Reduced |
| Solstein Capital, LLC | 311 | $10.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 318 | $10.8K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 320 | $11.0K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 320 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 324 | $11.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 329 | $11.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 338 | $11.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 339 | $11.6K | 0.00% | +339 | New |
| Baystate Wealth Management LLC | 346 | $11.8K | 0.00% | +4+1.2% | Added |
| Carmel Capital Partners, LLC | 348 | $11.9K | 0.01% | +348 | New |
| Piscataqua Savings Bank | 360 | $12.3K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $12.7K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 380 | $13.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 382 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 400 | $13.6K | 0.00% | +17+4.4% | Added |
| Western Pacific Wealth Management, LP | 428 | $14.6K | 0.01% | −862−66.8% | Reduced |
| Motco | 430 | $14.7K | 0.00% | −102,954−99.6% | Reduced |
| 25 LLC | 519 | $14.9K | 0.01% | +519 | New |
| City State Bank | 453 | $15.0K | 0.01% | −97−17.6% | Reduced |
| Missouri Trust & Investment Co | 454 | $15.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 455 | $15.5K | 0.00% | −16−3.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 460 | $16.0K | 0.01% | +5+1.1% | Added |
| Hollencrest Capital Management | 473 | $16.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 480 | $16.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 491 | $16.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 505 | $17.2K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 545 | $19.0K | 0.01% | +545 | New |
| Richard W. Paul & Associates, LLC | 559 | $19.1K | 0.01% | +97+21.0% | Added |
| Peoples Financial Services Corp. | 568 | $19.4K | 0.01% | +24+4.4% | Added |
| Global Financial Private Client, LLC | 618 | $20.5K | 0.01% | +602+3,762.5% | Added |
| WR Wealth Planners, LLC | 607 | $20.7K | 0.01% | +282+86.8% | Added |
| Webster Bank, N. A. | 661 | $22.5K | 0.00% | +22+3.4% | Added |
| Hanson & Doremus Investment Management | 683 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 688 | $23.5K | 0.00% | +548+391.4% | Added |