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 |
|---|---|---|---|---|---|
| Creative Planning | 350,042 | $11.9M | 0.02% | +66,668+23.5% | Added |
| Advisors Capital Management, LLC | 353,523 | $12.1M | 0.31% | −114,360−24.4% | Reduced |
| American Assets Investment Management, LLC | 354,000 | $12.1M | 1.39% | 00.0% | Unchanged |
| Verity & Verity, LLC | 359,067 | $12.2M | 1.56% | +81,432+29.3% | Added |
| Arizona State Retirement System | 362,263 | $12.4M | 0.11% | +858+0.2% | Added |
| State of Michigan Retirement System | 364,343 | $12.4M | 0.08% | +3,800+1.1% | Added |
| Salem Investment Counselors Inc | 371,783 | $12.7M | 0.51% | −13,469−3.5% | Reduced |
| Teacher Retirement System of Texas | 371,981 | $12.7M | 0.09% | −74,999−16.8% | Reduced |
| Godsey & Gibb Associates | 375,325 | $12.8M | 1.50% | +7,421+2.0% | Added |
| Galvin, Gaustad & Stein, LLC | 375,535 | $12.8M | 1.26% | +21,019+5.9% | Added |
| Nomura Asset Management Co Ltd | 381,497 | $13.0M | 0.07% | +14,291+3.9% | Added |
| Whittier Trust Co | 381,680 | $13.0M | 0.24% | +12,217+3.3% | Added |
| Robeco Institutional Asset Management B.V. | 385,772 | $13.2M | 0.04% | +81,604+26.8% | Added |
| Oppenheimer Asset Management Inc. | 387,285 | $13.2M | 0.20% | +49,541+14.7% | Added |
| Retirement Systems of Alabama | 392,175 | $13.4M | 0.06% | −32,870−7.7% | Reduced |
| US Bancorp | 393,120 | $13.4M | 0.02% | −5,772−1.4% | Reduced |
| Advisors Asset Management, Inc. | 397,917 | $13.6M | 0.28% | +26,434+7.1% | Added |
| Coerente Capital Management | 402,848 | $13.7M | 3.09% | +3,611+0.9% | Added |
| AQR Capital Management LLC | 410,164 | $13.7M | 0.03% | +254,295+163.1% | Added |
| Schroder Investment Management Group | 404,570 | $13.8M | 0.02% | −816,408−66.9% | Reduced |
| First Republic Investment Management, Inc. | 405,274 | $13.8M | 0.03% | +217,180+115.5% | Added |
| Two Sigma Advisers, LP | 407,150 | $13.9M | 0.04% | +313,487+334.7% | Added |
| Synovus Financial Corp | 418,297 | $14.3M | 0.16% | +29,411+7.6% | Added |
| CI Private Wealth, LLC | 423,099 | $14.4M | 0.04% | +88,057+26.3% | Added |
| USS Investment Management Ltd | 426,014 | $14.5M | 0.20% | +6,229+1.5% | Added |
| Davenport & Co LLC | 428,871 | $14.6M | 0.12% | +25,707+6.4% | Added |
| Brandes Investment Partners, LP | 432,639 | $14.8M | 0.31% | −826,965−65.7% | Reduced |
| Mackenzie Financial Corp | 434,415 | $14.8M | 0.02% | +36,899+9.3% | Added |
| Financial Counselors Inc | 436,473 | $14.9M | 0.32% | +27,442+6.7% | Added |
| American International Group, Inc. | 439,685 | $15.0M | 0.10% | +1,307+0.3% | Added |
| AE Wealth Management LLC | 449,577 | $15.3M | 0.10% | +379,301+539.7% | Added |
| Allianz Asset Management GmbH | 464,922 | $15.9M | 0.03% | +309,545+199.2% | Added |
| Advisor Group Holdings, Inc. | 466,377 | $15.9M | 0.03% | +20,039+4.5% | Added |
| Montgomery Investment Management Inc | 469,370 | $16.0M | 5.66% | −1600.0% | Reduced |
| Brown Advisory Inc | 470,772 | $16.1M | 0.03% | +282,360+149.9% | Added |
| Nisa Investment Advisors, LLC | 472,546 | $16.1M | 0.13% | −83,952−15.1% | Reduced |
| Logan Capital Management Inc | 476,652 | $16.3M | 0.79% | +59,218+14.2% | Added |
| Cerity Partners LLC | 497,776 | $16.4M | 0.08% | −101,115−16.9% | Reduced |
| Algebris (UK) Ltd | 483,844 | $16.6M | 6.66% | +483,844 | New |
| Pinebridge Investments, L.P. | 485,589 | $16.6M | 0.19% | −118,366−19.6% | Reduced |
| Ensign Peak Advisors, Inc | 487,525 | $16.6M | 0.04% | −1,545,458−76.0% | Reduced |
| Easterly Investment Partners LLC | 489,202 | $16.7M | 1.47% | −248,456−33.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 495,185 | $16.9M | 0.02% | +311,419+169.5% | Added |
| Korea Investment CORP | 505,439 | $17.2M | 0.05% | −532,303−51.3% | Reduced |
| Renaissance Technologies LLC | 505,742 | $17.2M | 0.02% | −126,175−20.0% | Reduced |
| Commerce Bank | 506,212 | $17.3M | 0.14% | −624,405−55.2% | Reduced |
| King Luther Capital Management Corp | 537,266 | $18.3M | 0.10% | −403,656−42.9% | Reduced |
| Asset Management One Co.,Ltd. | 539,722 | $18.4M | 0.08% | −30,987−5.4% | Reduced |
| Commonwealth Equity Services, LLC | 553,566 | $18.9M | 0.04% | +53,988+10.8% | Added |
| South Dakota Investment Council | 558,953 | $19.1M | 0.41% | +129,000+30.0% | Added |
| TD Asset Management Inc | 566,924 | $19.3M | 0.02% | −47,429−7.7% | Reduced |
| Cantor Fitzgerald, L. P. | 567,100 | $19.3M | 0.41% | +47,105+9.1% | Added |
| Professional Advisory Services Inc | 571,574 | $19.5M | 3.04% | +89,061+18.5% | Added |
| Cubist Systematic Strategies, LLC | 581,991 | $19.8M | 0.19% | +345,778+146.4% | Added |
| Natixis | 585,134 | $20.0M | 0.18% | −1,003,812−63.2% | Reduced |
| Thomasville National Bank | 588,471 | $20.1M | 2.07% | +117,463+24.9% | Added |
| Treasurer of the State of North Carolina | 600,315 | $20.5M | 0.12% | +3,740+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 613,700 | $20.9M | 0.20% | −255,758−29.4% | Reduced |
| Great Lakes Advisors, LLC | 628,191 | $21.4M | 0.19% | +454,548+261.8% | Added |
| Alps Advisors Inc | 635,490 | $21.7M | 0.19% | +30,473+5.0% | Added |
| Toronto Dominion Bank | 640,407 | $21.8M | 0.04% | −54,652−7.9% | Reduced |
| River Road Asset Management, LLC | 642,516 | $21.9M | 0.30% | +142,267+28.4% | Added |
| Pictet Asset Management SA | 650,366 | $22.2M | 0.03% | −2,321−0.4% | Reduced |
| Rafferty Asset Management, LLC | 653,476 | $22.3M | 0.15% | +93,244+16.6% | Added |
| State of Tennessee, Treasury Department | 655,101 | $22.3M | 0.10% | −65,242−9.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 659,500 | $22.5M | 0.23% | +25,300+4.0% | Added |
| PM Capital Ltd | 665,781 | $22.7M | 4.72% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 669,650 | $22.8M | 0.53% | +204,827+44.1% | Added |
| Vaughan David Investments LLC | 686,160 | $23.4M | 0.71% | +9,748+1.4% | Added |
| Gillespie Robinson & Grimm Inc | 690,314 | $23.5M | 2.29% | +14,165+2.1% | Added |
| Mariner, LLC | 697,427 | $23.8M | 0.07% | +15,016+2.2% | Added |
| State of Wisconsin Investment Board | 703,318 | $24.0M | 0.07% | +4,625+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 718,590 | $24.5M | 0.05% | +60,281+9.2% | Added |
| Man Group plc | – | $24.6M | 0.09% | – | – |
| Storebrand Asset Management AS | 745,062 | $25.4M | 0.13% | +6,664+0.9% | Added |
| Standard Life Aberdeen plc | 763,387 | $26.0M | 0.07% | +55,884+7.9% | Added |
| State of New Jersey Common Pension Fund D | 768,944 | $26.2M | 0.09% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 782,673 | $26.7M | 0.11% | −17,533−2.2% | Reduced |
| Walleye Capital LLC | 784,145 | $26.7M | 0.54% | +784,145 | New |
| Kornitzer Capital Management Inc | 785,260 | $26.8M | 0.53% | +22,914+3.0% | Added |
| Jane Street Group, LLC | 795,077 | $27.1M | 0.05% | +292,406+58.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 799,982 | $27.3M | 0.07% | −35,660−4.3% | Reduced |
| STRS Ohio | 817,393 | $27.9M | 0.12% | +14,752+1.8% | Added |
| Brookfield Asset Management Inc. | 830,884 | $28.3M | 0.11% | +132,949+19.0% | Added |
| Swedbank AB | 834,011 | $28.4M | 0.06% | −4,988−0.6% | Reduced |
| National Bank of Canada | 832,188 | $28.5M | 0.08% | +760,726+1,064.5% | Added |
| Canada Pension Plan Investment Board | 839,514 | $28.6M | 0.05% | −779,588−48.1% | Reduced |
| Susquehanna International Group, LLP | 841,122 | $28.7M | 0.04% | +280,043+49.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 843,092 | $28.7M | 0.11% | +8,469+1.0% | Added |
| Aviva PLC | 844,956 | $28.8M | 0.13% | +143,969+20.5% | Added |
| Susquehanna Fundamental Investments, LLC | 847,536 | $28.9M | 0.67% | 00.0% | Unchanged |
| KBC Group NV | 847,581 | $28.9M | 0.12% | +277,703+48.7% | Added |
| Voloridge Investment Management, LLC | 860,436 | $29.3M | 0.15% | −1,665,185−65.9% | Reduced |
| Royal London Asset Management Ltd | 864,534 | $29.5M | 0.12% | −18,894−2.1% | Reduced |
| Welch Group, LLC | 886,564 | $30.2M | 1.76% | +117,421+15.3% | Added |
| Morningstar Investment Services LLC | 903,926 | $30.7M | 0.41% | +51,126+6.0% | Added |
| Captrust Financial Advisors | 902,066 | $30.8M | 0.14% | −12,935−1.4% | Reduced |
| Nicholas Company, Inc. | 907,375 | $30.9M | 0.63% | +179,575+24.7% | Added |
| Tweedy, Browne Co LLC | 911,791 | $31.1M | 1.69% | +572,592+168.8% | Added |
| Baird Financial Group, Inc. | 923,889 | $31.5M | 0.08% | +342,303+58.9% | Added |