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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 189,859 | $6.47M | 0.08% | +326+0.2% | Added |
| Clearbridge Investments, LLC | 190,696 | $6.50M | 0.01% | +108+0.1% | Added |
| Van Eck Associates Corp | 195,146 | $6.65M | 0.02% | +50,854+35.2% | Added |
| Janus Henderson Group PLC | 195,732 | $6.67M | 0.00% | −109,158−35.8% | Reduced |
| Sound Income Strategies, LLC | 196,598 | $6.70M | 0.73% | +50,252+34.3% | Added |
| Empire Life Investments Inc. | 197,243 | $6.73M | 0.48% | +1,679+0.9% | Added |
| Patten & Patten Inc | 197,504 | $6.73M | 0.59% | +4,549+2.4% | Added |
| Daymark Wealth Partners, LLC | 198,510 | $6.77M | 0.90% | +4,247+2.2% | Added |
| Mercer Global Advisors Inc | 205,606 | $6.81M | 0.03% | +33,752+19.6% | Added |
| Lockheed Martin Investment Management Co | 200,000 | $6.82M | 0.39% | +200,000 | New |
| Verition Fund Management LLC | 200,177 | $6.83M | 0.11% | +125,873+169.4% | Added |
| Tudor Investment Corp Et Al | 202,017 | $6.89M | 0.13% | +141,166+232.0% | Added |
| MML Investors Services, LLC | 203,803 | $6.95M | 0.05% | −61,241−23.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 204,396 | $6.97M | 0.03% | +9,295+4.8% | Added |
| M&G Investment Management Ltd | 207,261 | $7.05M | 0.05% | −14,414−6.5% | Reduced |
| Yousif Capital Management, LLC | 207,439 | $7.07M | 0.09% | −9,069−4.2% | Reduced |
| New York Life Investment Management LLC | 208,454 | $7.11M | 0.08% | +210.0% | Added |
| Bogart Wealth, LLC | 209,225 | $7.13M | 0.48% | +22,683+12.2% | Added |
| Jump Financial, LLC | 213,402 | $7.28M | 0.30% | +71,898+50.8% | Added |
| Morgan Dempsey Capital Management LLC | 213,697 | $7.29M | 1.97% | +3,783+1.8% | Added |
| Foyston, Gordon, & Payne Inc | 213,701 | $7.29M | 1.96% | +45,268+26.9% | Added |
| Rothschild Investment Corp | 214,477 | $7.31M | 0.64% | +19,765+10.2% | Added |
| Novare Capital Management LLC | 215,505 | $7.35M | 0.84% | +192,022+817.7% | Added |
| AXA S.A. | 216,976 | $7.40M | 0.03% | −1,976−0.9% | Reduced |
| NTV Asset Management LLC | 217,657 | $7.42M | 1.38% | +160+0.1% | Added |
| Willis Investment Counsel | 219,078 | $7.47M | 0.49% | +197+0.1% | Added |
| Public Employees Retirement Association of Colorado | 219,685 | $7.49M | 0.04% | −641−0.3% | Reduced |
| Interval Partners, LP | 220,000 | $7.50M | 0.42% | +220,000 | New |
| Qube Research & Technologies Ltd | 220,284 | $7.51M | 0.04% | −265,388−54.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 221,313 | $7.55M | 0.76% | +27,824+14.4% | Added |
| M&T Bank Corp | 222,844 | $7.60M | 0.03% | +73,605+49.3% | Added |
| Rowland & Co Investment Counsel | 222,937 | $7.60M | 1.85% | +203+0.1% | Added |
| Pinnacle Associates Ltd | 224,810 | $7.67M | 0.16% | +19,759+9.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 224,930 | $7.67M | 0.07% | +661+0.3% | Added |
| Cetera Advisor Networks LLC | 226,935 | $7.74M | 0.06% | +39,931+21.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 227,778 | $7.77M | 0.04% | +146,200+179.2% | Added |
| PEAK6 Investments LLC | 229,072 | $7.81M | 0.49% | +229,003+331,888.4% | Added |
| Assenagon Asset Management S.A. | 229,498 | $7.83M | 0.03% | −1,835,766−88.9% | Reduced |
| Cresset Asset Management, LLC | 229,721 | $7.83M | 0.16% | +3,635+1.6% | Added |
| McRae Capital Management Inc | 231,510 | $7.89M | 2.27% | −5,755−2.4% | Reduced |
| Cardinal Capital Management | 231,679 | $7.90M | 1.64% | +130,218+128.3% | Added |
| Associated Banc-Corp | 233,459 | $7.96M | 0.32% | +3,461+1.5% | Added |
| Systematic Alpha Investments, LLC | 233,937 | $7.98M | 0.42% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 234,553 | $8.00M | 0.29% | +8,521+3.8% | Added |
| Hunter Perkins Capital Management, LLC | 235,856 | $8.04M | 1.90% | −22,600−8.7% | Reduced |
| Utah Retirement Systems | 236,625 | $8.07M | 0.12% | +600+0.3% | Added |
| Highland Capital Management, LLC | 237,636 | $8.10M | 0.60% | +56,148+30.9% | Added |
| Capital Investment Advisory Services, LLC | 239,773 | $8.18M | 0.97% | +35,221+17.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 242,844 | $8.28M | 0.06% | +933+0.4% | Added |
| Wade G W & Inc | 243,604 | $8.31M | 0.32% | +12,582+5.4% | Added |
| Stonebridge Capital Advisors LLC | 244,810 | $8.35M | 0.95% | +11,751+5.0% | Added |
| United Capital Financial Advisers, LLC | 245,141 | $8.36M | 0.05% | −61,241−20.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 264,431 | $8.45M | 1.02% | +79,582+43.1% | Added |
| DnB Asset Management AS | 253,142 | $8.63M | 0.05% | +1,187+0.5% | Added |
| Old Point Trust & Financial Services N A | 253,265 | $8.64M | 3.78% | +162,365+178.6% | Added |
| Allspring Global Investments Holdings, LLC | 254,655 | $8.68M | 0.01% | +166,784+189.8% | Added |
| Sonora Investment Management Group, LLC | 255,208 | $8.70M | 0.76% | +28,970+12.8% | Added |
| Chesley Taft & Associates LLC | 256,021 | $8.73M | 0.57% | +25,130+10.9% | Added |
| Ledyard National Bank | 260,447 | $8.88M | 1.02% | −6,730−2.5% | Reduced |
| Kanawha Capital Management LLC | 261,024 | $8.90M | 0.85% | +17,190+7.0% | Added |
| Rockefeller Capital Management L.P. | 261,992 | $8.93M | 0.04% | +54,979+26.6% | Added |
| Moore Capital Management, LP | 262,804 | $8.96M | 0.28% | +262,804 | New |
| Mirae Asset Global Investments Co., Ltd. | 268,322 | $9.15M | 0.02% | +22,676+9.2% | Added |
| Bryn Mawr Trust Co | 268,589 | $9.16M | 0.40% | +5,407+2.1% | Added |
| IFM Investors Pty Ltd | 271,491 | $9.26M | 0.14% | +7,428+2.8% | Added |
| Natixis Advisors, L.P. | 272,064 | $9.28M | 0.03% | −17,576−6.1% | Reduced |
| Forsta Ap-Fonden | 276,200 | $9.42M | 0.11% | −41,900−13.2% | Reduced |
| Texas Permanent School Fund | 276,621 | $9.43M | 0.09% | +88,114+46.7% | Added |
| Delta Asset Management LLC | 277,151 | $9.45M | 0.99% | −1,269−0.5% | Reduced |
| One Fin Capital Management LP | 280,000 | $9.55M | 3.78% | +280,000 | New |
| Alyeska Investment Group, L.P. | 281,148 | $9.59M | 0.08% | +281,148 | New |
| Cambridge Investment Research Advisors, Inc. | 281,466 | $9.60M | 0.05% | +17,779+6.7% | Added |
| Avalon Investment & Advisory | 285,325 | $9.73M | 0.27% | +285,325 | New |
| AMF Pensionsforsakring AB | 286,082 | $9.79M | 0.10% | −193,900−40.4% | Reduced |
| Point72 Asset Management, L.P. | 288,114 | $9.82M | 0.03% | +286,410+16,808.1% | Added |
| FDx Advisors, Inc. | 229,645 | $9.88M | 0.43% | 00.0% | Unchanged |
| Cullinan Associates Inc | 293,548 | $10.0M | 0.58% | +72,306+32.7% | Added |
| Pinnacle Financial Partners Inc | 298,323 | $10.2M | 0.27% | +30,610+11.4% | Added |
| Dana Investment Advisors, Inc. | 298,749 | $10.2M | 0.52% | +16,762+5.9% | Added |
| Trexquant Investment LP | 304,651 | $10.4M | 0.29% | +216,132+244.2% | Added |
| Public Sector Pension Investment Board | 308,482 | $10.5M | 0.08% | +861+0.3% | Added |
| Peapack Gladstone Financial Corp | 308,302 | $10.5M | 0.20% | +12,776+4.3% | Added |
| Caisse de Depot Et Placement du Quebec | 309,169 | $10.5M | 0.03% | −79,431−20.4% | Reduced |
| Tower Bridge Advisors | 309,763 | $10.6M | 0.86% | −619−0.2% | Reduced |
| Millennium Management LLC | 311,327 | $10.6M | 0.01% | −1,885,636−85.8% | Reduced |
| Fifth Third Bancorp | 311,631 | $10.6M | 0.05% | −58,977−15.9% | Reduced |
| Raymond James Trust N.A. | 311,874 | $10.6M | 0.34% | −2,369−0.8% | Reduced |
| CIBC Asset Management Inc | 316,860 | $10.8M | 0.04% | +24,593+8.4% | Added |
| First Long Island Investors, LLC | 319,698 | $10.9M | 1.11% | −55,407−14.8% | Reduced |
| Wesbanco Bank Inc | 325,939 | $11.1M | 0.48% | +3,787+1.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 328,993 | $11.2M | 0.85% | −2,523−0.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 335,554 | $11.4M | 0.15% | +1,200+0.4% | Added |
| Guggenheim Capital LLC | 335,944 | $11.5M | 0.10% | −32,065−8.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 338,991 | $11.6M | 0.21% | +28,052+9.0% | Added |
| Handelsbanken Fonder AB | 339,923 | $11.6M | 0.07% | +20,753+6.5% | Added |
| MetLife Investment Management | 342,478 | $11.7M | 0.08% | −4,088−1.2% | Reduced |
| Amalgamated Bank | 344,356 | $11.7M | 0.10% | −3,461−1.0% | Reduced |
| Brandywine Global Investment Management, LLC | 345,114 | $11.8M | 0.10% | −588,405−63.0% | Reduced |
| ProShare Advisors LLC | 347,684 | $11.9M | 0.04% | +31,856+10.1% | Added |
| Stephens Inc | 348,099 | $11.9M | 0.23% | +104,922+43.1% | Added |