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 |
|---|---|---|---|---|---|
| Hedeker Wealth, LLC | 103,575 | $3.53M | 1.26% | +30,585+41.9% | Added |
| Advisory Services Network, LLC | 103,603 | $3.53M | 0.10% | −6,745−6.1% | Reduced |
| Maryland State Retirement & Pension System | 104,613 | $3.57M | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 104,909 | $3.58M | 0.13% | +626+0.6% | Added |
| Stock Yards Bank & Trust Co | 105,000 | $3.58M | 0.14% | +16,800+19.0% | Added |
| Bragg Financial Advisors, Inc | 105,850 | $3.61M | 0.21% | −297−0.3% | Reduced |
| Andra AP-fonden | 106,600 | $3.64M | 0.09% | +33,900+46.6% | Added |
| Sandy Spring Bank | 106,846 | $3.64M | 0.21% | −2,201−2.0% | Reduced |
| Marathon Capital Management | 107,661 | $3.67M | 0.90% | +107,661 | New |
| Opus Investment Management Inc | 108,100 | $3.69M | 1.33% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 108,482 | $3.70M | 0.05% | +8,792+8.8% | Added |
| Securian Asset Management, Inc | 109,764 | $3.74M | 0.10% | +691+0.6% | Added |
| Hallmark Capital Management Inc | 111,930 | $3.82M | 0.35% | +41,720+59.4% | Added |
| Hartford Investment Management Co | 112,315 | $3.83M | 0.13% | +15,697+16.2% | Added |
| Harvest Portfolios Group Inc. | 112,650 | $3.84M | 0.19% | +21,706+23.9% | Added |
| Sterling Investment Advisors, Ltd. | 113,578 | $3.87M | 1.31% | +84,800+294.7% | Added |
| EJF Capital LLC | 113,800 | $3.88M | 1.45% | +113,800 | New |
| Warther Private Wealth, LLC | 114,156 | $3.89M | 2.96% | +81,065+245.0% | Added |
| Parcion Private Wealth LLC | 114,440 | $3.90M | 0.41% | +41,013+55.9% | Added |
| tru Independence LLC | 114,682 | $3.91M | 1.26% | −1,636−1.4% | Reduced |
| Keybank National Association | 115,463 | $3.94M | 0.02% | −2,413−2.0% | Reduced |
| Dakota Wealth Management | 115,586 | $3.94M | 0.26% | −92−0.1% | Reduced |
| Westpac Banking Corp | 115,680 | $3.94M | 0.05% | −2,435−2.1% | Reduced |
| Smith, Salley & Associates | 116,903 | $3.99M | 0.32% | +16,163+16.0% | Added |
| Intech Investment Management LLC | 117,310 | $4.00M | 0.03% | −25,189−17.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 118,224 | $4.02M | 0.05% | −125,036−51.4% | Reduced |
| British Columbia Investment Management Corp | 118,136 | $4.03M | 0.04% | +619+0.5% | Added |
| Prudential PLC | 118,726 | $4.05M | 0.05% | +4,361+3.8% | Added |
| Kovitz Investment Group Partners, LLC | 119,389 | $4.07M | 0.07% | +7,855+7.0% | Added |
| Cetera Investment Advisers | 120,018 | $4.09M | 0.04% | +12,468+11.6% | Added |
| Cramer Rosenthal McGlynn LLC | 120,990 | $4.13M | 0.19% | +49,611+69.5% | Added |
| Vestmark Advisory Solutions, Inc. | 121,400 | $4.14M | 0.18% | +11,430+10.4% | Added |
| Hyman Charles D | 122,392 | $4.17M | 0.28% | −2,220−1.8% | Reduced |
| Colonial Trust Advisors | 123,258 | $4.20M | 0.49% | −647−0.5% | Reduced |
| Thrivent Financial for Lutherans | 123,409 | $4.21M | 0.01% | −1,571,789−92.7% | Reduced |
| First Citizens Bank & Trust Co | 123,998 | $4.23M | 0.08% | +7,741+6.7% | Added |
| Squarepoint Ops LLC | 124,023 | $4.23M | 0.03% | −335,205−73.0% | Reduced |
| Crossmark Global Holdings, Inc. | 124,304 | $4.24M | 0.10% | +43,422+53.7% | Added |
| Stonegate Investment Group, LLC | 125,416 | $4.28M | 0.16% | −1,108−0.9% | Reduced |
| Kempner Capital Management Inc. | 125,528 | $4.28M | 2.50% | +54,745+77.3% | Added |
| Teachers Retirement System of the State of Kentucky | 126,250 | $4.31M | 0.04% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 127,153 | $4.34M | 0.80% | +118,847+1,430.9% | Added |
| Icon Wealth Partners, LLC | 127,255 | $4.34M | 0.47% | +127,255 | New |
| Delta Accumulation, LLC | 128,000 | $4.36M | 23.25% | +128,000 | New |
| Huber Capital Management LLC | 128,773 | $4.39M | 1.09% | +36,116+39.0% | Added |
| Keating Investment Counselors Inc | 130,185 | $4.44M | 1.68% | +4,750+3.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 130,560 | $4.45M | 0.08% | +5,741+4.6% | Added |
| XML Financial, LLC | 130,566 | $4.45M | 0.54% | +3,111+2.4% | Added |
| Lazard Asset Management LLC | 131,779 | $4.49M | 0.01% | −1,429−1.1% | Reduced |
| Ingalls & Snyder LLC | 133,556 | $4.55M | 0.24% | +34,079+34.3% | Added |
| TownSquare Capital, LLC | 134,879 | $4.60M | 0.10% | +19,514+16.9% | Added |
| Wealthcare Advisory Partners LLC | 135,737 | $4.63M | 0.20% | +64,566+90.7% | Added |
| Umb Bank N A | 135,908 | $4.63M | 0.07% | −215−0.2% | Reduced |
| PFS Investments Inc. | 142,045 | $4.65M | 0.08% | +3,012+2.2% | Added |
| Northern Oak Wealth Management Inc | 138,195 | $4.71M | 0.56% | +75,984+122.1% | Added |
| Parkside Investments, LLC | 142,531 | $4.86M | 0.92% | −8,848−5.8% | Reduced |
| Brinker Capital Investments, LLC | 143,084 | $4.88M | 0.06% | −12,898−8.3% | Reduced |
| Orion Portfolio Solutions, LLC | 143,084 | $4.88M | 0.06% | +107,719+304.6% | Added |
| Buckingham Strategic Wealth, LLC | 113,469 | $4.88M | 0.09% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 143,944 | $4.91M | 0.01% | −7,232−4.8% | Reduced |
| Parsec Financial Management, Inc. | 144,629 | $4.93M | 0.21% | +72,857+101.5% | Added |
| Calamos Advisors LLC | 145,843 | $4.97M | 0.02% | −18,206−11.1% | Reduced |
| Oppenheimer & Co Inc | 146,027 | $4.98M | 0.11% | +10,168+7.5% | Added |
| Nissay Asset Management Corp | 147,337 | $5.02M | 0.04% | −5,321−3.5% | Reduced |
| HRT Financial LP | 150,216 | $5.12M | 0.06% | −519,808−77.6% | Reduced |
| CIBC Private Wealth Group, LLC | 141,034 | $5.15M | 0.01% | −333−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 151,013 | $5.15M | 0.19% | +3,762+2.6% | Added |
| Linscomb & Williams, Inc. | 151,812 | $5.18M | 0.27% | +430+0.3% | Added |
| TD Private Client Wealth LLC | 153,104 | $5.22M | 0.23% | +26,471+20.9% | Added |
| Hantz Financial Services, Inc. | 155,195 | $5.29M | 0.14% | −14,197−8.4% | Reduced |
| Czech National Bank | 156,234 | $5.33M | 0.13% | +954+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 156,829 | $5.35M | 0.14% | +8,170+5.5% | Added |
| Atria Investments LLC | 157,730 | $5.38M | 0.10% | +1,071+0.7% | Added |
| Zions Bancorporation, N.A. | 158,753 | $5.41M | 0.47% | +65,174+69.6% | Added |
| Investment Management Corp of Ontario | 159,000 | $5.42M | 0.23% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 160,100 | $5.46M | 0.22% | +15,400+10.6% | Added |
| Massmutual Trust Co FSB | 160,659 | $5.48M | 0.21% | +20,076+14.3% | Added |
| Farmers & Merchants Investments Inc | 160,819 | $5.48M | 0.22% | −5,841−3.5% | Reduced |
| Old National Bancorp | 160,858 | $5.49M | 0.17% | +13,200+8.9% | Added |
| Xponance, Inc. | 162,022 | $5.52M | 0.08% | +5,090+3.2% | Added |
| Independent Advisor Alliance | 162,212 | $5.53M | 0.27% | +35,042+27.6% | Added |
| First Eagle Investment Management, LLC | 163,867 | $5.59M | 0.01% | +121,126+283.4% | Added |
| Kingsview Wealth Management, LLC | 163,987 | $5.59M | 0.23% | +29,473+21.9% | Added |
| Argent Trust Co | 168,323 | $5.74M | 0.36% | +3,388+2.1% | Added |
| Point72 Middle East FZE | 169,962 | $5.80M | 0.33% | +15,523+10.1% | Added |
| CIBC World Markets Corp | 174,294 | $5.94M | 0.10% | −658,419−79.1% | Reduced |
| Gulf International Bank (UK) Ltd | 174,860 | $5.96M | 0.12% | −40,991−19.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 175,934 | $6.00M | 1.44% | −1,519−0.9% | Reduced |
| Candriam Luxembourg S.C.A. | 191,615 | $6.01M | 0.04% | −6,220−3.1% | Reduced |
| Diversified Trust Co | 179,915 | $6.14M | 0.24% | +13,436+8.1% | Added |
| Summit Financial Wealth Advisors, LLC | 180,070 | $6.14M | 1.46% | +3,000+1.7% | Added |
| Montag A & Associates Inc | 181,836 | $6.20M | 0.41% | −79,831−30.5% | Reduced |
| GWM Advisors LLC | 182,151 | $6.21M | 0.08% | +55,628+44.0% | Added |
| Swiss Life Asset Management Ltd | 182,235 | $6.21M | 0.09% | +31,124+20.6% | Added |
| State of Alaska, Department of Revenue | 182,551 | $6.22M | 0.07% | −3,170−1.7% | Reduced |
| Quantbot Technologies LP | 186,405 | $6.36M | 0.45% | +76,391+69.4% | Added |
| Walleye Trading LLC | 186,886 | $6.37M | 0.23% | +13,649+7.9% | Added |
| Balyasny Asset Management LLC | 187,418 | $6.39M | 0.02% | +101,201+117.4% | Added |
| Socorro Asset Management LP | 187,500 | $6.39M | 2.82% | +187,500 | New |
| Alpha Omega Wealth Management LLC | 188,558 | $6.43M | 1.11% | +19,805+11.7% | Added |