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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 4,405 | $150.2K | 0.03% | −50−1.1% | Reduced |
| Carderock Capital Management Inc | 4,537 | $154.7K | 0.05% | +4,537 | New |
| Glassman Wealth Services | 4,561 | $155.5K | 0.03% | −29−0.6% | Reduced |
| TD Waterhouse Canada Inc. | 4,606 | $155.6K | 0.00% | +79+1.7% | Added |
| Vigilant Capital Management, LLC | 4,613 | $157.0K | 0.01% | −2,407−34.3% | Reduced |
| Manchester Capital Management LLC | 4,628 | $157.8K | 0.02% | +2,000+76.1% | Added |
| Riverview Trust Co | 4,770 | $162.7K | 0.15% | −123−2.5% | Reduced |
| Kapitalo Investimentos Ltda | 4,893 | $166.9K | 0.06% | +4,893 | New |
| Exos TFP Holdings LLC | 4,971 | $169.5K | 0.04% | +2,133+75.2% | Added |
| Harbour Investments, Inc. | 4,979 | $169.8K | 0.01% | −297−5.6% | Reduced |
| Toth Financial Advisory Corp | 5,056 | $172.4K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5,118 | $175.0K | 0.03% | +4,593+874.9% | Added |
| Oakworth Capital, Inc. | 5,337 | $182.0K | 0.02% | +301+6.0% | Added |
| Hartford Financial Management Inc. | 5,468 | $186.5K | 0.05% | −81−1.5% | Reduced |
| Central Bank & Trust Co | 5,510 | $187.8K | 0.03% | −163−2.9% | Reduced |
| Cornerstone Management, Inc. | 5,521 | $188.3K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5,527 | $188.5K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5,680 | $193.7K | 0.03% | +2,600+84.4% | Added |
| Roman Butler Fullerton & Co | 6,662 | $202.7K | 0.10% | +6,662 | New |
| Dakota Community Bank & Trust NA | 5,966 | $203.4K | 1.26% | +1,411+31.0% | Added |
| Quadrant Private Wealth Management, LLC | 5,999 | $204.6K | 0.06% | −950−13.7% | Reduced |
| AlphaMark Advisors, LLC | 6,010 | $205.0K | 0.09% | +708+13.4% | Added |
| Golden Green, Inc. | 6,012 | $205.0K | 0.24% | +6,012 | New |
| Gladstone Institutional Advisory LLC | 6,017 | $205.2K | 0.01% | −67−1.1% | Reduced |
| Washington Trust Bank | 6,045 | $206.1K | 0.02% | +534+9.7% | Added |
| Lindbrook Capital, LLC | 6,106 | $208.2K | 0.02% | −1,516−19.9% | Reduced |
| Western Wealth Management, LLC | 6,110 | $208.4K | 0.02% | +11+0.2% | Added |
| Capital Square, LLC | 6,364 | $208.4K | 0.19% | +540+9.3% | Added |
| RiverFront Investment Group, LLC | 6,113 | $208.5K | 0.01% | +6,113 | New |
| Aspire Private Capital, LLC | 6,120 | $208.7K | 0.07% | +3,140+105.4% | Added |
| Proequities, Inc. | 6,164 | $210.2K | 0.02% | −4,331−41.3% | Reduced |
| Wallace Advisory Group, LLC | 6,164 | $210.2K | 0.16% | +6,164 | New |
| Cassady Schiller Wealth Management, LLC | 6,172 | $210.5K | 0.10% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 6,180 | $210.8K | 0.05% | −41−0.7% | Reduced |
| Annapolis Financial Services, LLC | 6,215 | $211.9K | 0.06% | 00.0% | Unchanged |
| Veracity Capital LLC | 6,255 | $213.3K | 0.10% | −263−4.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,273 | $213.9K | 0.02% | −3,295−34.4% | Reduced |
| TrueWealth Advisors, LLC | 6,294 | $214.6K | 0.09% | −2,088−24.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,298 | $214.8K | 0.00% | +301+5.0% | Added |
| Horizon Financial Services, LLC | 6,305 | $215.0K | 0.18% | −189−2.9% | Reduced |
| Emfo, LLC | 6,315 | $215.3K | 0.20% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,461 | $217.9K | 0.01% | −1,754−21.4% | Reduced |
| Empower Advisory Group, LLC | 6,582 | $218.1K | 0.00% | +6,582 | New |
| Abn Amro Investment Solutions | 6,443 | $219.7K | 0.00% | +6,443 | New |
| Paces Ferry Wealth Advisors, LLC | 6,450 | $220.0K | 0.18% | −458−6.6% | Reduced |
| Sage Mountain Advisors LLC | 6,466 | $220.5K | 0.04% | −520−7.4% | Reduced |
| Stewardship Advisors, LLC | 6,475 | $220.8K | 0.08% | +1,566+31.9% | Added |
| Augustine Asset Management Inc | 6,477 | $220.9K | 0.11% | +272+4.4% | Added |
| CVA Family Office, LLC | 6,480 | $221.0K | 0.05% | +2,095+47.8% | Added |
| Johnson Financial Group, Inc. | 6,508 | $221.9K | 0.02% | +2,646+68.5% | Added |
| High Net Worth Advisory Group LLC | 6,516 | $222.2K | 0.09% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6,521 | $222.4K | 0.05% | −1,030−13.6% | Reduced |
| Baldwin Brothers Inc | 6,556 | $223.6K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 6,591 | $224.8K | 0.00% | −7,227−52.3% | Reduced |
| Bristlecone Advisors, LLC | 6,602 | $225.1K | 0.02% | −647−8.9% | Reduced |
| Parkside Financial Bank & Trust | 6,607 | $225.3K | 0.06% | −146−2.2% | Reduced |
| Romano Brothers and Company | 6,653 | $226.9K | 0.04% | −510−7.1% | Reduced |
| Mendel Money Management | 6,729 | $229.5K | 0.12% | +35+0.5% | Added |
| RSM US Wealth Management LLC | 6,729 | $229.5K | 0.01% | +6,729 | New |
| Community Bank & Trust, Waco, Texas | 6,747 | $230.0K | 0.07% | +128+1.9% | Added |
| Samalin Investment Counsel, LLC | 6,756 | $230.4K | 0.14% | +1,423+26.7% | Added |
| Heartwood Wealth Advisors LLC | 6,776 | $231.1K | 0.03% | +6,776 | New |
| Aldebaran Financial Inc. | 6,780 | $231.2K | 0.31% | +6,780 | New |
| Vise Technologies, Inc. | 6,796 | $231.8K | 0.06% | −1,453−17.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 6,804 | $232.0K | 0.00% | −2,277−25.1% | Reduced |
| Shayne & Co., LLC | 6,804 | $232.0K | 0.13% | −4,380−39.2% | Reduced |
| Rock Point Advisors, LLC | 6,850 | $234.0K | 0.08% | −200−2.8% | Reduced |
| Tobam | 6,867 | $234.0K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,891 | $235.0K | 0.16% | −5,039−42.2% | Reduced |
| Two Sigma Securities, LLC | 6,894 | $235.1K | 0.02% | −3,347−32.7% | Reduced |
| Acadian Asset Management LLC | 6,959 | $236.0K | 0.00% | −21,536−75.6% | Reduced |
| Parallel Advisors, LLC | 6,943 | $236.8K | 0.01% | −680−8.9% | Reduced |
| Levin Capital Strategies, L.P. | 7,000 | $238.7K | 0.03% | +7,000 | New |
| Black Maple Capital Management LP | 7,000 | $238.7K | 0.30% | +7,000 | New |
| New Republic Capital, LLC | 7,011 | $239.1K | 0.18% | +2,141+44.0% | Added |
| Meridian Financial Partners LLC | 7,101 | $240.0K | 0.27% | +536+8.2% | Added |
| Naples Global Advisors, LLC | 7,043 | $240.2K | 0.03% | −708−9.1% | Reduced |
| Calton & Associates, Inc. | 7,056 | $240.6K | 0.11% | −833−10.6% | Reduced |
| Occidental Asset Management, LLC | 7,067 | $241.0K | 0.06% | −250−3.4% | Reduced |
| Eudaimonia Partners, LLC | 7,072 | $241.2K | 0.06% | −903−11.3% | Reduced |
| Horizon Investments, LLC | 7,208 | $241.2K | 0.01% | −18,281−71.7% | Reduced |
| Lafayette Investments, Inc. | 7,145 | $243.6K | 0.07% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,150 | $243.8K | 0.01% | −6,443−47.4% | Reduced |
| Kingfisher Capital LLC | 7,168 | $244.4K | 0.06% | −826−10.3% | Reduced |
| Centiva Capital, LP | 7,169 | $244.5K | 0.01% | −28,144−79.7% | Reduced |
| Fortress Wealth Group, LLC | 7,171 | $244.5K | 0.18% | −4,371−37.9% | Reduced |
| Segall Bryant & Hamill, LLC | 7,190 | $245.0K | 0.00% | −823−10.3% | Reduced |
| Day & Ennis, LLC | 7,214 | $246.0K | 0.09% | −237−3.2% | Reduced |
| Family Legacy, Inc. | 7,235 | $246.7K | 0.11% | +555+8.3% | Added |
| Flagship Harbor Advisors, LLC | 7,288 | $248.5K | 0.02% | +223+3.2% | Added |
| Morris Financial Concepts, Inc. | 7,294 | $248.7K | 0.18% | +2,541+53.5% | Added |
| Keudell/Morrison Wealth Management | 7,300 | $248.9K | 0.07% | +1,041+16.6% | Added |
| Washington Capital Management Inc | 7,321 | $249.6K | 0.22% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 7,335 | $250.1K | 0.30% | +208+2.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,379 | $251.6K | 0.02% | +1,024+16.1% | Added |
| Davis R M Inc | 7,390 | $252.0K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,398 | $252.0K | 0.01% | +13+0.2% | Added |
| Quadrant Capital Group LLC | 7,406 | $252.5K | 0.03% | −810−9.9% | Reduced |
| Taylor Hoffman Wealth Management | 7,475 | $254.9K | 0.14% | +1,415+23.3% | Added |
| Formidable Asset Management, LLC | 7,635 | $255.0K | 0.05% | +828+12.2% | Added |