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 |
|---|---|---|---|---|---|
| Schwartz Investment Counsel Inc | 1,001,095 | $34.1M | 1.49% | +229,000+29.7% | Added |
| Prana Capital Management, LP | 1,036,362 | $35.3M | 2.99% | −1,035,889−50.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,051,343 | $35.9M | 0.09% | +94,657+9.9% | Added |
| Great West Life Assurance Co | 1,059,004 | $36.1M | 0.09% | −127,262−10.7% | Reduced |
| Janney Montgomery Scott LLC | 1,064,170 | $36.3M | 0.15% | +402,364+60.8% | Added |
| Russell Investments Group, Ltd. | 1,068,590 | $36.4M | 0.07% | −123,335−10.3% | Reduced |
| Victory Capital Management Inc | 1,068,277 | $36.4M | 0.04% | −81,516−7.1% | Reduced |
| rhino investment partners, Inc | 1,071,800 | $36.5M | 9.89% | +1,071,800 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,195,525 | $40.8M | 0.14% | −68,841−5.4% | Reduced |
| Letko, Brosseau & Associates Inc | 1,198,241 | $40.9M | 0.76% | +277,730+30.2% | Added |
| Ferguson Wellman Capital Management, Inc | 1,208,186 | $41.2M | 1.03% | +52,861+4.6% | Added |
| RE Advisers Corp | 1,214,902 | $41.4M | 1.15% | −165,203−12.0% | Reduced |
| Douglas Lane & Associates, LLC | 1,304,333 | $44.5M | 0.74% | +40,911+3.2% | Added |
| DekaBank Deutsche Girozentrale | 1,322,091 | $44.5M | 0.11% | −832,522−38.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,328,464 | $45.3M | 0.10% | +413,720+45.2% | Added |
| SEI Investments Co | 1,335,904 | $45.6M | 0.08% | +269,037+25.2% | Added |
| Regions Financial Corp | 1,422,256 | $48.5M | 0.44% | −7,927−0.6% | Reduced |
| Citigroup Inc | 1,424,007 | $48.6M | 0.07% | +135,348+10.5% | Added |
| Fort Washington Investment Advisors Inc | 1,452,187 | $49.5M | 0.37% | +679,616+88.0% | Added |
| New York State Teachers Retirement System | 1,474,435 | $50.3M | 0.12% | −22,704−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 1,477,400 | $50.4M | 0.12% | +4,800+0.3% | Added |
| Principal Financial Group Inc | 1,520,470 | $51.8M | 0.04% | +23,300+1.6% | Added |
| NFJ Investment Group, LLC | 1,535,944 | $52.4M | 1.40% | +446,565+41.0% | Added |
| Epoch Investment Partners, Inc. | 1,546,804 | $52.7M | 0.31% | −515,321−25.0% | Reduced |
| Marshall Wace, LLP | 1,644,855 | $56.1M | 0.14% | +1,208,948+277.3% | Added |
| LSV Asset Management | 1,648,900 | $56.2M | 0.13% | +1,554,900+1,654.1% | Added |
| Bank of Nova Scotia | 1,650,439 | $56.3M | 0.17% | +1,226,233+289.1% | Added |
| Nordea Investment Management AB | 1,698,160 | $56.9M | 0.08% | −13,921−0.8% | Reduced |
| Alliancebernstein L.P. | 1,724,902 | $58.8M | 0.03% | −32,273−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,792,069 | $61.1M | 0.03% | −62,354−3.4% | Reduced |
| Equity Investment Corp | 1,799,821 | $61.4M | 2.01% | +562,146+45.4% | Added |
| LPL Financial LLC | 1,942,302 | $66.2M | 0.05% | +417,178+27.4% | Added |
| Barclays PLC | 2,037,086 | $69.5M | 0.07% | −1,519,447−42.7% | Reduced |
| New York State Common Retirement Fund | 2,096,880 | $71.5M | 0.10% | −520,491−19.9% | Reduced |
| Voya Investment Management LLC | 2,105,214 | $71.8M | 0.08% | −79,439−3.6% | Reduced |
| National Pension Service | 2,143,544 | $72.6M | 0.13% | +108,581+5.3% | Added |
| Jennison Associates LLC | 2,132,526 | $72.7M | 0.07% | −1,242,767−36.8% | Reduced |
| Price T Rowe Associates Inc | 2,233,169 | $76.2M | 0.01% | +192,849+9.5% | Added |
| California State Teachers Retirement System | 2,261,652 | $77.1M | 0.11% | −20,874−0.9% | Reduced |
| Bessemer Group Inc | 2,269,386 | $77.4M | 0.18% | −933,005−29.1% | Reduced |
| Sanders Capital, LLC | 2,286,874 | $78.0M | 0.18% | −779,108−25.4% | Reduced |
| Credit Suisse AG | 2,407,154 | $82.1M | 0.08% | +128,327+5.6% | Added |
| Boston Partners | 2,463,601 | $83.6M | 0.11% | −4,602,906−65.1% | Reduced |
| Rhumbline Advisers | 2,598,939 | $88.6M | 0.11% | +136,907+5.6% | Added |
| California Public Employees Retirement System | 2,622,711 | $89.4M | 0.08% | −389,652−12.9% | Reduced |
| HighTower Advisors, LLC | 2,676,552 | $91.3M | 0.20% | +975,809+57.4% | Added |
| HSBC Holdings PLC | 2,824,090 | $95.7M | 0.12% | +703,450+33.2% | Added |
| Envestnet Asset Management Inc | 3,008,882 | $102.6M | 0.05% | +95,284+3.3% | Added |
| The PNC Financial Services Group, Inc. | 3,019,249 | $103.0M | 0.09% | +40,322+1.4% | Added |
| Prudential Financial Inc | 3,252,230 | $110.9M | 0.17% | +273,607+9.2% | Added |
| D. E. Shaw & Co., Inc. | 3,361,124 | $114.6M | 0.18% | +1,830,709+119.6% | Added |
| First Trust Advisors LP | 3,520,992 | $120.1M | 0.14% | +390,129+12.5% | Added |
| Stifel Financial Corp | 3,551,285 | $121.1M | 0.17% | +120,568+3.5% | Added |
| APG Asset Management N.V. | 3,900,579 | $122.4M | 0.26% | +1,027,977+35.8% | Added |
| Deutsche Bank AG | 3,791,847 | $129.3M | 0.07% | −930,827−19.7% | Reduced |
| Bank of Montreal | 3,811,921 | $130.0M | 0.08% | +1,833,223+92.6% | Added |
| Ameriprise Financial Inc | 3,978,551 | $135.7M | 0.04% | +76,922+2.0% | Added |
| Cullen Capital Management LLC | 4,146,229 | $141.4M | 1.30% | +1,186,070+40.1% | Added |
| UBS Group AG | 4,209,332 | $143.5M | 0.07% | −1,625,907−27.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,269,632 | $145.6M | 0.11% | +317,161+8.0% | Added |
| Raymond James & Associates | 4,497,701 | $153.4M | 0.13% | +314,783+7.5% | Added |
| Burgundy Asset Management Ltd. | 4,525,635 | $154.3M | 1.91% | +468,771+11.6% | Added |
| Neuberger Berman Group LLC | 4,721,742 | $161.0M | 0.15% | +535,718+12.8% | Added |
| Nuveen Asset Management, LLC | 4,863,325 | $165.8M | 0.06% | +241,861+5.2% | Added |
| Wells Fargo & Company | 5,243,626 | $178.8M | 0.06% | +642,223+14.0% | Added |
| Truist Financial Corp | 5,520,624 | $188.3M | 0.32% | −131,566−2.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,620,804 | $191.7M | 0.37% | +5,620,804 | New |
| UBS Asset Management Americas Inc | 7,098,663 | $242.1M | 0.12% | +41,473+0.6% | Added |
| Dimensional Fund Advisors LP | 7,508,270 | $256.0M | 0.09% | +46,271+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 7,592,182 | $258.9M | 0.34% | +2,992,820+65.1% | Added |
| Goldman Sachs Group Inc | 7,940,561 | $270.8M | 0.07% | +2,584,101+48.2% | Added |
| Legal & General Group Plc | 8,319,512 | $283.7M | 0.10% | +129,322+1.6% | Added |
| Franklin Resources Inc | 8,937,401 | $304.8M | 0.15% | +408,570+4.8% | Added |
| Capital International Investors | 9,319,923 | $317.8M | 0.08% | −2,331,992−20.0% | Reduced |
| Federated Hermes, Inc. | 9,353,572 | $319.0M | 0.80% | +2,777,550+42.2% | Added |
| Invesco Ltd. | 9,678,856 | $330.0M | 0.09% | +1,054,351+12.2% | Added |
| Bahl & Gaynor Inc | 9,961,740 | $339.7M | 1.83% | +1,751,226+21.3% | Added |
| Citadel Advisors LLC | 10,513,014 | $358.5M | 0.39% | +8,837,244+527.4% | Added |
| American Century Companies Inc | 10,710,344 | $365.2M | 0.29% | −1,937,915−15.3% | Reduced |
| Macquarie Group Ltd | 10,966,241 | $373.9M | 0.44% | +578,456+5.6% | Added |
| Wellington Management Group LLP | 12,460,317 | $424.9M | 0.08% | −11,300,186−47.6% | Reduced |
| Bank of New York Mellon Corp | 13,252,594 | $451.9M | 0.10% | −496,050−3.6% | Reduced |
| Norges Bank | 13,322,493 | $454.3M | 0.10% | +454,314+3.5% | Added |
| Morgan Stanley | 13,405,383 | $457.1M | 0.05% | −2,105,715−13.6% | Reduced |
| Royal Bank of Canada | 13,652,128 | $465.5M | 0.14% | +56,462+0.4% | Added |
| Massachusetts Financial Services Co | 15,424,286 | $526.0M | 0.18% | −1,817,083−10.5% | Reduced |
| Northern Trust Corp | 16,203,749 | $552.5M | 0.11% | +168,587+1.1% | Added |
| Diamond Hill Capital Management Inc | 16,697,560 | $569.4M | 2.67% | +3,617,456+27.7% | Added |
| Charles Schwab Investment Management Inc | 17,195,643 | $573.1M | 0.17% | +1,068,032+6.6% | Added |
| Dodge & Cox | 20,410,797 | $696.0M | 0.47% | +1,614,219+8.6% | Added |
| FMR LLC | 21,461,191 | $731.8M | 0.07% | +7,635,573+55.2% | Added |
| Geode Capital Management, LLC | 23,931,465 | $814.6M | 0.11% | +332,642+1.4% | Added |
| Amundi | 25,925,690 | $830.2M | 0.45% | +7,642,967+41.8% | Added |
| Bank of America Corp | 32,713,399 | $1.12B | 0.13% | −4,104,094−11.1% | Reduced |
| JPMorgan Chase & Co | 41,689,798 | $1.42B | 0.18% | −19,343,718−31.7% | Reduced |
| State Street Corp | 58,767,556 | $2.00B | 0.11% | −1,092,308−1.8% | Reduced |
| BlackRock Inc. | 100,042,278 | $3.41B | 0.10% | +7,651,641+8.3% | Added |
| Vanguard Group Inc | 116,090,559 | $3.96B | 0.10% | −6,228,588−5.1% | Reduced |
| Sofos Investments, Inc. | 34 | – | – | −9−20.9% | Reduced |
| Capital World Investors | 0 | $0 | 0.00% | −2,316,849−100.0% | Sold out |