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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 56,313 | $1.92M | 0.21% | −8,800−13.5% | Reduced |
| Arvest Trust Co N A | 56,456 | $1.93M | 0.12% | +12,962+29.8% | Added |
| Gries Financial LLC | 56,530 | $1.93M | 0.57% | +21,926+63.4% | Added |
| Aptus Capital Advisors, LLC | 56,713 | $1.93M | 0.06% | −5,580−9.0% | Reduced |
| First American Bank | 56,762 | $1.94M | 0.18% | +11,130+24.4% | Added |
| E. Ohman J:or Asset Management AB | 57,100 | $1.95M | 0.08% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 57,190 | $1.95M | 0.28% | +19,837+53.1% | Added |
| Continental Advisors LLC | 57,450 | $1.96M | 1.80% | +28,700+99.8% | Added |
| Bray Capital Advisors | 57,780 | $1.97M | 0.58% | +1,774+3.2% | Added |
| Moloney Securities Asset Management, LLC | 57,845 | $1.97M | 0.37% | +13,868+31.5% | Added |
| Eastern Bank | 57,981 | $1.98M | 0.10% | −22,889−28.3% | Reduced |
| FinTrust Capital Advisors, LLC | 45,999 | $1.98M | 0.48% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 58,097 | $1.98M | 0.16% | −232−0.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 58,225 | $1.99M | 0.03% | −2,766−4.5% | Reduced |
| Trust Co of Vermont | 58,218 | $1.99M | 0.14% | +4,324+8.0% | Added |
| Brooks, Moore & Associates, Inc. | 58,536 | $2.00M | 1.43% | +3,454+6.3% | Added |
| Shell Asset Management Co | 58,655 | $2.00M | 0.08% | −667−1.1% | Reduced |
| ZWJ Investment Counsel Inc | 58,777 | $2.00M | 0.11% | +974+1.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 58,924 | $2.01M | 0.31% | −2,084−3.4% | Reduced |
| Moors & Cabot, Inc. | 58,935 | $2.01M | 0.14% | +6,936+13.3% | Added |
| Metropolitan Life Insurance Co | 59,346 | $2.02M | 0.10% | −17,394−22.7% | Reduced |
| D.A. Davidson & Co. | 59,723 | $2.03M | 0.02% | −4,266−6.7% | Reduced |
| Verdence Capital Advisors LLC | 60,078 | $2.05M | 0.25% | +3,585+6.3% | Added |
| United Capital Management of KS, Inc. | 60,120 | $2.05M | 0.76% | +5,705+10.5% | Added |
| Goelzer Investment Management, Inc. | 60,129 | $2.05M | 0.18% | −1,132−1.8% | Reduced |
| Ahl Investment Management, Inc. | 60,369 | $2.06M | 1.90% | +2,015+3.5% | Added |
| Resources Management Corp | 51,824 | $2.06M | 0.41% | +36,624+240.9% | Added |
| Ziegler Capital Management, LLC | 61,013 | $2.08M | 0.08% | +1,344+2.3% | Added |
| Stanley-Laman Group, Ltd. | 60,950 | $2.08M | 0.37% | −452−0.7% | Reduced |
| New Mexico Educational Retirement Board | 61,388 | $2.09M | 0.11% | −2,000−3.2% | Reduced |
| La Banque Postale Asset Management SA | 61,868 | $2.11M | 0.05% | −2,852−4.4% | Reduced |
| Integrated Wealth Concepts LLC | 62,565 | $2.13M | 0.04% | +49,299+371.6% | Added |
| River Wealth Advisors LLC | 62,669 | $2.14M | 0.39% | +8,580+15.9% | Added |
| Triangle Securities Wealth Management | 63,256 | $2.16M | 0.77% | +350+0.6% | Added |
| Nicholas Hoffman & Company, LLC. | 63,284 | $2.16M | 0.19% | +9,900+18.5% | Added |
| Iowa State Bank | 63,324 | $2.16M | 0.54% | +10,172+19.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 63,588 | $2.17M | 0.05% | −36,000−36.1% | Reduced |
| National Asset Management, Inc. | 63,977 | $2.18M | 0.06% | +32,817+105.3% | Added |
| Lee Danner & Bass Inc | 64,077 | $2.19M | 0.20% | −405−0.6% | Reduced |
| Edmp, Inc. | 65,884 | $2.25M | 2.25% | +65,884 | New |
| Shorepoint Capital Partners LLC | 65,948 | $2.25M | 0.64% | +136+0.2% | Added |
| Marco Investment Management LLC | 66,347 | $2.26M | 0.26% | +1,467+2.3% | Added |
| JustInvest LLC | 66,803 | $2.28M | 0.08% | +11,408+20.6% | Added |
| Fulton Bank, N.A. | 66,822 | $2.28M | 0.12% | +10,322+18.3% | Added |
| Capital Investment Counsel, Inc | 66,953 | $2.28M | 0.52% | +7,624+12.9% | Added |
| Gator Capital Management, LLC | 67,099 | $2.29M | 1.77% | 00.0% | Unchanged |
| Davis Selected Advisers | 67,106 | $2.29M | 0.02% | −2,184−3.2% | Reduced |
| Arbor Investment Advisors, LLC | 67,651 | $2.31M | 0.42% | −644−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 68,026 | $2.32M | 0.06% | +23,570+53.0% | Added |
| JT Stratford LLC | 69,479 | $2.37M | 0.68% | +6,602+10.5% | Added |
| Norinchukin Bank, The | 69,887 | $2.38M | 0.05% | +2,081+3.1% | Added |
| Beacon Investment Advisory Services, Inc. | 71,229 | $2.43M | 0.12% | +6,647+10.3% | Added |
| United Bank | 71,622 | $2.44M | 1.43% | +716+1.0% | Added |
| Reliant Investment Management, LLC | 72,392 | $2.47M | 1.56% | −4,955−6.4% | Reduced |
| Numerai GP LLC | 73,505 | $2.51M | 0.84% | +73,505 | New |
| Signature Wealth Management Group | 74,337 | $2.53M | 1.20% | +758+1.0% | Added |
| Anchor Investment Management, LLC | 75,455 | $2.57M | 0.35% | +2,093+2.9% | Added |
| Parallax Volatility Advisers, L.P. | 75,691 | $2.58M | 0.09% | +75,691 | New |
| Ibex Wealth Advisors | 76,980 | $2.63M | 0.68% | +76,980 | New |
| Huntington National Bank | 78,519 | $2.68M | 0.03% | −6,552−7.7% | Reduced |
| Kestra Private Wealth Services, LLC | 78,767 | $2.69M | 0.11% | +19,009+31.8% | Added |
| Aquatic Capital Management LLC | 79,400 | $2.71M | 0.17% | +72,300+1,018.3% | Added |
| Ostrum Asset Management | 79,673 | $2.72M | 0.24% | +79,673 | New |
| Camden National Bank | 79,791 | $2.72M | 0.55% | +1,278+1.6% | Added |
| Venture Visionary Partners LLC | 81,050 | $2.76M | 0.18% | +12,587+18.4% | Added |
| Pettyjohn, Wood & White, Inc | 81,968 | $2.80M | 0.68% | −297−0.4% | Reduced |
| Assetmark, Inc | 82,065 | $2.80M | 0.01% | +6,920+9.2% | Added |
| Sandhill Capital Partners LLC | 83,745 | $2.86M | 0.27% | +15,017+21.8% | Added |
| Imprint Wealth LLC | 83,838 | $2.86M | 1.88% | +83,838 | New |
| YHB Investment Advisors, Inc. | 83,902 | $2.86M | 0.29% | +1,332+1.6% | Added |
| Concord Wealth Partners | 83,972 | $2.86M | 0.81% | +5,319+6.8% | Added |
| Community Bank, N.A. | 84,542 | $2.88M | 0.39% | +22,844+37.0% | Added |
| Whitener Capital Management, Inc. | 84,815 | $2.89M | 1.21% | −393−0.5% | Reduced |
| PGGM Investments | 84,879 | $2.89M | 0.05% | +2,305+2.8% | Added |
| WSFS Capital Management, LLC | 85,975 | $2.93M | 0.31% | +6,038+7.6% | Added |
| HB Wealth Management, LLC | 86,026 | $2.93M | 0.05% | +15,078+21.3% | Added |
| Louisiana State Employees Retirement System | 86,300 | $2.94M | 0.07% | +600+0.7% | Added |
| Twinbeech Capital LP | 87,030 | $2.97M | 0.06% | −319,052−78.6% | Reduced |
| Fiduciary Alliance LLC | 87,588 | $2.99M | 0.75% | −115−0.1% | Reduced |
| Capital Insight Partners, LLC | 87,608 | $2.99M | 0.70% | +1,832+2.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 89,247 | $3.04M | 0.05% | −8,898−9.1% | Reduced |
| Vident Investment Advisory, LLC | 90,080 | $3.07M | 0.10% | +48,248+115.3% | Added |
| Ategra Capital Management, LLC | 90,600 | $3.09M | 1.73% | +90,600 | New |
| Fourthstone LLC | 91,051 | $3.10M | 1.09% | +70,951+353.0% | Added |
| Kavar Capital Partners Group, LLC | 91,164 | $3.11M | 0.67% | +3,215+3.7% | Added |
| First National Trust Co | 93,438 | $3.19M | 0.17% | −2,319−2.4% | Reduced |
| MainStreet Investment Advisors LLC | 93,808 | $3.20M | 0.35% | +8,200+9.6% | Added |
| BancorpSouth Bank | 94,963 | $3.24M | 0.30% | +1,761+1.9% | Added |
| Level Four Advisory Services, LLC | 95,446 | $3.25M | 0.21% | −18,186−16.0% | Reduced |
| Am Investment Strategies LLC | 96,185 | $3.28M | 1.12% | +1,538+1.6% | Added |
| Bridge Creek Capital Management LLC | 96,971 | $3.31M | 1.24% | +9,655+11.1% | Added |
| Pacer Advisors, Inc. | 99,205 | $3.38M | 0.01% | +59,204+148.0% | Added |
| Chartwell Investment Partners, LLC | 100,232 | $3.42M | 0.13% | −165,520−62.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 100,306 | $3.42M | 0.12% | −6,791−6.3% | Reduced |
| LaFleur & Godfrey LLC | 100,677 | $3.43M | 0.56% | −853−0.8% | Reduced |
| German American Bancorp, Inc. | 101,760 | $3.47M | 0.52% | +35,116+52.7% | Added |
| Kestra Advisory Services, LLC | 102,089 | $3.48M | 0.04% | −54,215−34.7% | Reduced |
| Griffin Asset Management, Inc. | 102,769 | $3.50M | 0.49% | +477+0.5% | Added |
| Oregon Public Employees Retirement Fund | 102,908 | $3.51M | 0.04% | +600+0.6% | Added |
| Daiwa Securities Group Inc. | 103,068 | $3.52M | 0.02% | +8,764+9.3% | Added |