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 |
|---|---|---|---|---|---|
| Fulton Breakefield Broenniman LLC | 7,481 | $255.1K | 0.02% | −858−10.3% | Reduced |
| Empowered Funds, LLC | 7,493 | $255.5K | 0.02% | +1,970+35.7% | Added |
| Eads & Heald Wealth Management | 7,496 | $256.0K | 0.13% | −6,144−45.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,548 | $257.4K | 0.03% | −6,429−46.0% | Reduced |
| Gateway Investment Advisers LLC | 7,598 | $259.1K | 0.00% | −318−4.0% | Reduced |
| Wedmont Private Capital | 7,820 | $259.4K | 0.03% | +7,820 | New |
| Madison Wealth Management | 7,629 | $260.1K | 0.06% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 7,637 | $260.4K | 0.04% | +68+0.9% | Added |
| Silver Oak Securities, Inc | 7,644 | $261.0K | 0.04% | +703+10.1% | Added |
| First Manhattan Co | 7,658 | $261.1K | 0.00% | −35,171−82.1% | Reduced |
| Systematic Financial Management LP | 7,659 | $261.2K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 7,670 | $261.5K | 0.02% | −80−1.0% | Reduced |
| Cypress Wealth Services, LLC | 7,676 | $261.8K | 0.08% | −654−7.9% | Reduced |
| RFP Financial Group LLC | 7,697 | $262.5K | 0.30% | −26,454−77.5% | Reduced |
| Gemmer Asset Management LLC | 7,840 | $267.3K | 0.04% | +98+1.3% | Added |
| Power Corp of Canada | 8,176 | $268.9K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,953 | $271.2K | 0.01% | −3,257−29.1% | Reduced |
| Busey Wealth Management | 7,957 | $271.3K | 0.01% | −2,048−20.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,987 | $272.4K | 0.00% | −31,135−79.6% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $272.8K | 0.01% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 8,000 | $272.8K | 0.02% | +8,000 | New |
| Cito Capital Group, LLC | 8,000 | $273.0K | 0.14% | +8,000 | New |
| Wagner Wealth Management, LLC | 8,019 | $273.4K | 0.12% | +18+0.2% | Added |
| Kovack Advisors, Inc. | 8,023 | $273.6K | 0.04% | −919−10.3% | Reduced |
| Centennial Wealth Advisory LLC | 8,059 | $274.8K | 0.15% | +8,059 | New |
| 1832 Asset Management L.P. | 8,155 | $278.1K | 0.00% | −132,720−94.2% | Reduced |
| Great Valley Advisor Group, Inc. | 8,226 | $280.5K | 0.01% | +1,356+19.7% | Added |
| NewSquare Capital LLC | 8,240 | $281.0K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,249 | $281.3K | 0.05% | −24−0.3% | Reduced |
| Peachtree Investment Partners, LLC | 8,298 | $283.0K | 0.18% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 8,317 | $283.6K | 0.03% | +8,317 | New |
| Renasant Bank | 8,354 | $284.9K | 0.22% | +451+5.7% | Added |
| Nwam LLC | 8,377 | $285.7K | 0.03% | −707−7.8% | Reduced |
| Enterprise Financial Services Corp | 8,452 | $288.2K | 0.19% | −868−9.3% | Reduced |
| Fortis Advisors, LLC | 8,456 | $288.3K | 0.19% | +8+0.1% | Added |
| Canton Hathaway, LLC | 8,516 | $290.0K | 0.10% | +2,000+30.7% | Added |
| Birmingham Capital Management Co Inc | 8,544 | $291.4K | 0.12% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,614 | $293.7K | 0.11% | +460+5.6% | Added |
| Fukoku Mutual Life Insurance Co | 8,675 | $295.8K | 0.03% | −886−9.3% | Reduced |
| Chicago Trust Co NA | 8,689 | $296.3K | 0.07% | −1,187−12.0% | Reduced |
| Mill Capital Management, LLC | 8,719 | $297.3K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 8,756 | $298.6K | 0.00% | −2,450−21.9% | Reduced |
| Wealthfront Advisers LLC | 8,782 | $299.5K | 0.00% | −86,502−90.8% | Reduced |
| Perigon Wealth Management, LLC | 8,786 | $299.6K | 0.02% | +696+8.6% | Added |
| Private Capital Management, LLC | 8,800 | $300.1K | 0.04% | +300+3.5% | Added |
| Mountain Pacific Investment Advisers Inc | 8,842 | $301.5K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 8,845 | $301.6K | 0.01% | −65−0.7% | Reduced |
| Pinnacle Holdings, LLC | 8,867 | $302.4K | 0.14% | +1,724+24.1% | Added |
| Sentry Investment Management LLC | 8,899 | $303.0K | 0.12% | +4,187+88.9% | Added |
| Evermay Wealth Management LLC | 8,895 | $303.3K | 0.06% | −1,378−13.4% | Reduced |
| Northern Financial Advisors Inc | 8,895 | $303.3K | 0.29% | −613−6.4% | Reduced |
| Curi Capital | 8,949 | $305.2K | 0.04% | −35,284−79.8% | Reduced |
| Rollins Financial | 9,051 | $308.6K | 0.10% | +622+7.4% | Added |
| Hayek Kallen Investment Management | 9,047 | $309.0K | 0.14% | 00.0% | Unchanged |
| Parthenon LLC | 9,112 | $310.7K | 0.05% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 9,128 | $311.3K | 0.17% | +9,128 | New |
| Thrive Capital Management, LLC | 9,206 | $311.6K | 0.20% | +1,566+20.5% | Added |
| KC Investment Advisors, LLC | 9,141 | $312.0K | 0.29% | +1,139+14.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,159 | $312.3K | 0.05% | +609+7.1% | Added |
| Sigma Planning Corp | 9,178 | $313.0K | 0.01% | +881+10.6% | Added |
| Alpha Financial Partners, LLC | 9,211 | $314.1K | 0.35% | +9,211 | New |
| Alliance Wealth Advisors, LLC | 9,215 | $314.2K | 0.24% | +1,371+17.5% | Added |
| Fiducient Advisors LLC | 9,242 | $315.2K | 0.10% | +31+0.3% | Added |
| NFP Retirement, Inc. | 9,308 | $317.4K | 0.06% | +8+0.1% | Added |
| RMR Wealth Builders | 9,325 | $318.0K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 9,351 | $318.9K | 0.01% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 9,355 | $319.0K | 0.27% | 00.0% | Unchanged |
| Peoples Bank | 9,417 | $321.1K | 0.21% | −200−2.1% | Reduced |
| Southeast Asset Advisors Inc. | 9,446 | $322.1K | 0.05% | +30.0% | Added |
| Summit Asset Management, LLC | 9,448 | $322.2K | 0.09% | −89−0.9% | Reduced |
| Shelton Capital Management | 9,505 | $324.1K | 0.01% | +1,034+12.2% | Added |
| Essex Savings Bank | 9,509 | $324.2K | 0.11% | −440−4.4% | Reduced |
| Insigneo Advisory Services, LLC | 9,540 | $325.3K | 0.10% | +2,890+43.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,571 | $326.0K | 0.04% | −1,500−13.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,593 | $327.1K | 0.10% | +1,875+24.3% | Added |
| Alliance Wealth Advisors, LLC | 9,623 | $328.2K | 0.13% | +812+9.2% | Added |
| BDO Wealth Advisors, LLC | 9,630 | $328.4K | 0.04% | −558−5.5% | Reduced |
| Gratus Capital LLC | 9,633 | $328.5K | 0.03% | −111−1.1% | Reduced |
| David Loasby | 10,039 | $328.7K | 0.04% | +4,001+66.3% | Added |
| Burke & Herbert Bank & Trust Co | 9,667 | $329.6K | 0.24% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 9,707 | $331.0K | 0.09% | +1,926+24.8% | Added |
| V Wealth Advisors LLC | 9,713 | $331.2K | 0.06% | −656−6.3% | Reduced |
| 1st Source Bank | 9,724 | $331.6K | 0.02% | −456−4.5% | Reduced |
| Canandaigua National Bank & Trust Co | 9,761 | $333.0K | 0.06% | +9,761 | New |
| Evercore Wealth Management, LLC | 9,794 | $334.0K | 0.01% | +4,031+69.9% | Added |
| Grey Street Capital, LLC | 9,800 | $334.2K | 0.24% | +9,800 | New |
| Hudson Valley Investment Advisors Inc | 9,875 | $336.7K | 0.05% | −690−6.5% | Reduced |
| Coastal Investment Advisors, Inc. | 9,918 | $338.2K | 0.08% | −250−2.5% | Reduced |
| Guyasuta Investment Advisors Inc | 9,942 | $339.0K | 0.03% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $341.0K | 0.16% | 00.0% | Unchanged |
| AM Squared Ltd | 10,000 | $341.0K | 0.26% | +600+6.4% | Added |
| Chiron Capital Management, LLC | 10,000 | $341.0K | 0.24% | +3,800+61.3% | Added |
| Venator Management LLC | 10,000 | $341.0K | 0.14% | +10,000 | New |
| Hancock Whitney Corp | 10,084 | $342.0K | 0.01% | +654+6.9% | Added |
| McKinley Carter Wealth Services, Inc. | 10,064 | $343.2K | 0.03% | −3,511−25.9% | Reduced |
| First Commonwealth Financial Corp | 10,080 | $343.7K | 0.12% | −813−7.5% | Reduced |
| Strategic Blueprint, LLC | 10,117 | $345.0K | 0.04% | −2,338−18.8% | Reduced |
| Berkshire Asset Management LLC | 10,212 | $348.2K | 0.02% | +10,212 | New |
| Beacon Investment Advisors LLC | 10,237 | $349.1K | 0.25% | +11+0.1% | Added |
| Symmetry Partners, LLC | 10,267 | $350.0K | 0.02% | 00.0% | Unchanged |