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 |
|---|---|---|---|---|---|
| Norwood Financial Corp | 699 | $23.8K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 704 | $24.0K | 0.00% | +331+88.7% | Added |
| Wolff Wiese Magana LLC | 710 | $24.2K | 0.02% | −35−4.7% | Reduced |
| Earnest Partners LLC | 745 | $25.4K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 762 | $26.0K | 0.01% | +32+4.4% | Added |
| Winch Advisory Services, LLC | 775 | $26.0K | 0.01% | +775 | New |
| First Personal Financial Services | 777 | $26.5K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 798 | $27.0K | 0.00% | +23+3.0% | Added |
| Column Capital Advisors, LLC | 794 | $27.1K | 0.00% | −58−6.8% | Reduced |
| Horizons Wealth Management | 853 | $29.1K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 901 | $31.0K | 0.00% | +901 | New |
| Caldwell Sutter Capital, Inc. | 935 | $31.9K | 0.02% | +935 | New |
| Quarry LP | 942 | $32.1K | 0.02% | +942 | New |
| Plante Moran Financial Advisors, LLC | 960 | $32.8K | 0.00% | −17−1.7% | Reduced |
| Capital Advisors, Ltd. LLC | 959 | $33.0K | 0.01% | −1,304−57.6% | Reduced |
| Rosenberg Matthew Hamilton | 977 | $33.3K | 0.01% | +2+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,010 | $34.0K | 0.02% | −218−17.8% | Reduced |
| Evolution Advisers, Inc. | 1,009 | $34.0K | 0.02% | −183−15.4% | Reduced |
| CKW Financial Group | 1,000 | $34.0K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,000 | $34.1K | 0.04% | +1,000 | New |
| Armstrong Advisory Group, Inc | 1,036 | $35.3K | 0.00% | +261+33.7% | Added |
| Antonetti Capital Management LLC | 1,049 | $35.8K | 0.05% | +524+99.8% | Added |
| Westside Investment Management, Inc. | 1,070 | $36.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,082 | $36.9K | 0.02% | +323+42.6% | Added |
| Versant Capital Management, Inc | 1,083 | $36.9K | 0.01% | +214+24.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,096 | $37.4K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,195 | $40.7K | 0.00% | −2,104−63.8% | Reduced |
| First Financial Corp | 1,273 | $43.4K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,293 | $44.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,280 | $44.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,294 | $44.1K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,298 | $44.3K | 0.02% | +700+117.1% | Added |
| Macroview Investment Management LLC | 1,391 | $47.4K | 0.08% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,442 | $49.2K | 0.02% | −90−5.9% | Reduced |
| Bank of New Hampshire | 1,492 | $50.9K | 0.02% | −1,200−44.6% | Reduced |
| Farther Finance Advisors, LLC | 1,518 | $51.8K | 0.02% | +199+15.1% | Added |
| Abound Wealth Management | 1,553 | $53.0K | 0.02% | +7+0.5% | Added |
| Stephens Consulting, LLC | 1,555 | $53.0K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,625 | $55.4K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,649 | $56.2K | 0.02% | −181−9.9% | Reduced |
| Perkins Coie Trust Co | 1,659 | $56.6K | 0.02% | +1,264+320.0% | Added |
| AllSquare Wealth Management LLC | 1,659 | $56.6K | 0.04% | +46+2.9% | Added |
| Ten Capital Wealth Advisors, LLC | 1,665 | $56.8K | 0.02% | +174+11.7% | Added |
| Harbor Investment Advisory, LLC | 1,789 | $61.0K | 0.01% | −463−20.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,792 | $61.0K | 0.01% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 1,816 | $62.0K | 0.04% | +1,816 | New |
| Atlantic Trust, LLC | 1,846 | $62.9K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,857 | $63.3K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,873 | $63.9K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,901 | $64.8K | 0.03% | −3,167−62.5% | Reduced |
| PFG Private Wealth Management, LLC | 1,945 | $66.3K | 0.04% | +289+17.5% | Added |
| IMA Wealth, Inc. | 1,961 | $66.9K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,977 | $67.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,998 | $68.1K | 0.01% | +1,123+128.3% | Added |
| Creative Financial Designs Inc | 2,069 | $70.6K | 0.01% | −124−5.7% | Reduced |
| Sunbelt Securities, Inc. | 2,167 | $73.3K | 0.01% | +2,167 | New |
| DuPont Capital Management Corp | 2,166 | $73.9K | 0.00% | −2,238−50.8% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $74.2K | 0.04% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,280 | $77.7K | 0.06% | −2,423−51.5% | Reduced |
| TCI Wealth Advisors, Inc. | 2,285 | $77.9K | 0.01% | +971+73.9% | Added |
| JJJ Advisors Inc. | 2,497 | $83.0K | 0.02% | −26−1.0% | Reduced |
| Gables Capital Management Inc. | 2,531 | $86.3K | 0.06% | 00.0% | Unchanged |
| First Command Bank | 2,535 | $86.4K | 0.01% | −863−25.4% | Reduced |
| First Command Financial Services, Inc. | 2,535 | $86.4K | 0.01% | −863−25.4% | Reduced |
| Loomis Sayles & Co L P | 2,595 | $88.0K | 0.00% | +76+3.0% | Added |
| KB Financial Partners, LLC | 2,672 | $91.0K | 0.03% | −351−11.6% | Reduced |
| Clear Investment Research, LLC | 2,677 | $91.3K | 0.16% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,720 | $92.8K | 0.02% | −95−3.4% | Reduced |
| Covestor Ltd | 2,713 | $93.0K | 0.08% | −66−2.4% | Reduced |
| Gradient Investments LLC | 2,751 | $93.8K | 0.00% | −611−18.2% | Reduced |
| Itau Unibanco Holding S.A. | 2,796 | $95.3K | 0.00% | +2,796 | New |
| Crewe Advisors LLC | 2,803 | $95.6K | 0.01% | +98+3.6% | Added |
| Kistler-Tiffany Companies, LLC | 2,848 | $97.1K | 0.02% | +2,715+2,041.4% | Added |
| SRS Capital Advisors, Inc. | 2,871 | $97.9K | 0.01% | +6+0.2% | Added |
| Raffa Wealth Management, LLC | 2,874 | $98.0K | 0.04% | +51+1.8% | Added |
| Glen Eagle Advisors, LLC | 2,943 | $100.4K | 0.03% | −505−14.6% | Reduced |
| Quent Capital, LLC | 3,086 | $105.2K | 0.02% | −2,779−47.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,100 | $105.7K | 0.09% | +8+0.3% | Added |
| Deseret Mutual Benefit Administrators | 3,103 | $105.8K | 0.04% | +93+3.1% | Added |
| Washington Trust Advisors, Inc. | 3,166 | $108.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 3,160 | $108.0K | 0.03% | +1,380+77.5% | Added |
| Park Circle Co | 3,430 | $117.0K | 0.11% | +3,430 | New |
| Hexagon Capital Partners LLC | 3,471 | $118.4K | 0.03% | −1,385−28.5% | Reduced |
| Ci Investments Inc. | 3,491 | $119.0K | 0.00% | −236−6.3% | Reduced |
| Clear Street Markets LLC | 3,504 | $119.0K | 0.03% | +2,162+161.1% | Added |
| Mechanics Financial Corp | 3,495 | $119.2K | 0.07% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,517 | $119.9K | 0.05% | +558+18.9% | Added |
| M&R Capital Management Inc | 3,556 | $121.3K | 0.03% | +25+0.7% | Added |
| Alta Advisers Ltd | 3,600 | $122.8K | 0.07% | 00.0% | Unchanged |
| United Community Bank | 3,610 | $123.1K | 0.12% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,649 | $124.4K | 0.07% | −1,825−33.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,918 | $133.6K | 0.07% | +76+2.0% | Added |
| Bollard Group LLC | 3,953 | $135.0K | 0.00% | +44+1.1% | Added |
| Belvedere Trading LLC | 3,963 | $135.1K | 0.06% | +3,963 | New |
| AdvisorNet Financial, Inc | 3,964 | $135.2K | 0.01% | −1,816−31.4% | Reduced |
| Prestige Wealth Management Group LLC | 4,090 | $139.5K | 0.04% | +341+9.1% | Added |
| MV Capital Management, Inc. | 4,102 | $139.9K | 0.02% | −72−1.7% | Reduced |
| Cape Investment Advisory, Inc. | 4,198 | $143.2K | 0.09% | +4,198 | New |
| Arlington Partners LLC | 4,274 | $145.7K | 0.02% | +37+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,338 | $148.0K | 0.01% | +2,535+140.6% | Added |