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 |
|---|---|---|---|---|---|
| ForthRight Wealth Management, LLC | 10,270 | $350.2K | 0.16% | +307+3.1% | Added |
| Verum Partners LLC | 10,286 | $350.8K | 0.37% | −1,339−11.5% | Reduced |
| Capital City Trust Co | 10,303 | $351.3K | 0.11% | +1,128+12.3% | Added |
| Continuum Advisory, LLC | 10,362 | $353.4K | 0.06% | +765+8.0% | Added |
| Keel Point, LLC | 10,366 | $353.5K | 0.05% | −1,069−9.3% | Reduced |
| Triad Financial Advisors, Inc. | 10,421 | $355.3K | 0.15% | +143+1.4% | Added |
| Eagle Harbor Asset Management Inc | 10,456 | $356.6K | 0.48% | −3,203−23.4% | Reduced |
| Boltwood Capital Management | 10,505 | $358.2K | 0.13% | +3,105+42.0% | Added |
| Good Life Advisors, LLC | 10,507 | $358.3K | 0.05% | +844+8.7% | Added |
| Quantinno Capital Management LP | 10,539 | $359.0K | 0.02% | −12,866−55.0% | Reduced |
| Nicolet Bankshares Inc | 22,358 | $359.2K | 0.12% | +2,875+14.8% | Added |
| Cassaday & Co Wealth Management LLC | 10,548 | $359.7K | 0.02% | +4,653+78.9% | Added |
| Summit Trail Advisors, LLC | 10,568 | $360.4K | 0.01% | +1,624+18.2% | Added |
| Aspiriant, LLC | 10,569 | $360.4K | 0.02% | +180+1.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 10,582 | $360.8K | 0.20% | +5,165+95.3% | Added |
| Bartlett & Co. Wealth Management LLC | 10,613 | $361.9K | 0.01% | +1,550+17.1% | Added |
| Legacy Wealth Asset Management, LLC | 10,615 | $362.0K | 0.13% | +119+1.1% | Added |
| Bartlett & Co. LLC | 10,613 | $362.0K | 0.01% | +1,550+17.1% | Added |
| Altus Wealth Group LLC | 10,625 | $362.3K | 0.24% | −369−3.4% | Reduced |
| V-Square Quantitative Management LLC | 10,660 | $363.5K | 0.34% | +10,660 | New |
| NorthRock Partners, LLC | 10,787 | $367.8K | 0.04% | −451−4.0% | Reduced |
| CSM Advisors, LLC | 10,791 | $368.0K | 0.03% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 10,791 | $368.0K | 0.08% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 10,822 | $369.0K | 0.18% | +10,822 | New |
| Asset Dedication, LLC | 10,854 | $370.0K | 0.03% | −629−5.5% | Reduced |
| Waldron Private Wealth LLC | 10,910 | $372.0K | 0.02% | −14,721−57.4% | Reduced |
| WealthTrust Axiom LLC | 10,924 | $372.5K | 0.13% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 11,033 | $376.2K | 0.04% | −5,644−33.8% | Reduced |
| BIP Wealth, LLC | 11,097 | $378.4K | 0.04% | +11,097 | New |
| Biltmore Family Office, LLC | 11,166 | $380.8K | 0.08% | +278+2.6% | Added |
| Carolinas Wealth Consulting LLC | 11,244 | $383.4K | 0.08% | +1,102+10.9% | Added |
| Prelude Capital Management, LLC | 11,256 | $383.8K | 0.03% | −2,827−20.1% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,282 | $384.7K | 0.00% | +365+3.3% | Added |
| EverSource Wealth Advisors, LLC | 11,306 | $385.6K | 0.05% | +472+4.4% | Added |
| Aprio Wealth Management, LLC | 11,355 | $387.2K | 0.12% | −9,173−44.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 11,459 | $387.9K | 0.39% | +11,459 | New |
| Phillips Wealth Planners LLC | 12,307 | $387.9K | 0.51% | −8,445−40.7% | Reduced |
| Stone Point Wealth LLC | 11,400 | $388.7K | 0.17% | −382−3.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 11,410 | $389.0K | 0.22% | +19+0.2% | Added |
| Balentine LLC | 11,464 | $390.9K | 0.01% | −2,915−20.3% | Reduced |
| Penserra Capital Management LLC | 11,505 | $391.0K | 0.01% | −117−1.0% | Reduced |
| Centaurus Financial, Inc. | 11,463 | $391.0K | 0.03% | +2,752+31.6% | Added |
| Desjardins Global Asset Management Inc. | 11,469 | $391.0K | 0.05% | +7,406+182.3% | Added |
| Farmers Trust Co | 11,482 | $391.5K | 0.09% | −23−0.2% | Reduced |
| Lumature Wealth Partners, LLC | 11,485 | $391.6K | 0.22% | +10.0% | Added |
| Valmark Advisers, Inc. | 11,628 | $396.5K | 0.01% | +121+1.1% | Added |
| Industrial Alliance Investment Management Inc. | 11,629 | $397.0K | 0.01% | −8,747−42.9% | Reduced |
| Sculati Wealth Management, LLC | 11,659 | $397.6K | 0.21% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 11,712 | $399.0K | 0.10% | −94−0.8% | Reduced |
| Simmons Bank | 11,740 | $400.3K | 0.03% | −13,113−52.8% | Reduced |
| Forbes Financial Planning, Inc. | 11,800 | $402.4K | 0.40% | 00.0% | Unchanged |
| Clarius Group, LLC | 11,813 | $402.8K | 0.03% | −2,851−19.4% | Reduced |
| Pathway Financial Advisors LLC | 11,864 | $404.6K | 0.14% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 11,910 | $406.1K | 0.02% | +28+0.2% | Added |
| Smith Chas P & Associates Pa Cpas | 11,934 | $407.0K | 0.03% | +206+1.8% | Added |
| Forum Financial Management, LP | 11,940 | $407.2K | 0.01% | −2,571−17.7% | Reduced |
| HBK Sorce Advisory LLC | 11,987 | $408.7K | 0.02% | −6,867−36.4% | Reduced |
| Checchi Capital Advisers, LLC | 12,017 | $409.8K | 0.04% | −1,764−12.8% | Reduced |
| Cobblestone Capital Advisors LLC | 12,019 | $409.9K | 0.03% | +1,201+11.1% | Added |
| Callan Family Office, LLC | 12,078 | $411.9K | 0.10% | +12,078 | New |
| Thrive Wealth Management, LLC | 12,172 | $415.1K | 0.11% | +5,719+88.6% | Added |
| NBT Bank N A | 12,188 | $415.6K | 0.06% | +1,175+10.7% | Added |
| Ogorek Anthony Joseph | 12,231 | $417.0K | 0.17% | +138+1.1% | Added |
| New Hampshire Trust | 12,233 | $417.1K | 0.11% | +798+7.0% | Added |
| Exencial Wealth Advisors, LLC | 12,242 | $417.5K | 0.02% | −688−5.3% | Reduced |
| WBH Advisory Inc | 12,245 | $417.6K | 0.05% | +12,245 | New |
| Financial Advocates Investment Management | 12,246 | $417.6K | 0.03% | +3,175+35.0% | Added |
| AIA Group Ltd | 12,251 | $417.8K | 0.02% | −2,471−16.8% | Reduced |
| Tradewinds, LLC. | 12,262 | $418.1K | 0.25% | +12,262 | New |
| Successful Portfolios LLC | 12,280 | $418.7K | 0.26% | −100−0.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,302 | $419.5K | 0.05% | +2,765+29.0% | Added |
| HNP Capital LLC | 12,311 | $419.8K | 0.12% | −628−4.9% | Reduced |
| Rehmann Capital Advisory Group | 12,311 | $419.8K | 0.04% | +371+3.1% | Added |
| FSB Premier Wealth Management, Inc. | 12,369 | $421.8K | 0.23% | +3,730+43.2% | Added |
| Federation des caisses Desjardins du Quebec | 12,389 | $422.5K | 0.00% | +5,871+90.1% | Added |
| Citizens Financial Group Inc | 12,413 | $423.3K | 0.02% | −158−1.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 12,505 | $426.4K | 0.15% | −7,738−38.2% | Reduced |
| Geneos Wealth Management Inc. | 12,618 | $430.3K | 0.03% | −1,552−11.0% | Reduced |
| Hill Investment Group Partners, LLC | 12,620 | $430.3K | 0.08% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 12,763 | $435.0K | 0.03% | +639+5.3% | Added |
| 3Chopt Investment Partners, LLC | 12,758 | $435.0K | 0.23% | +98+0.8% | Added |
| Opus Capital Group, LLC | 12,843 | $438.0K | 0.08% | −145−1.1% | Reduced |
| Register Financial Advisors LLC | 12,857 | $438.5K | 0.34% | +1,215+10.4% | Added |
| Colonial River Wealth Management, LLC | 12,917 | $440.5K | 0.26% | −363−2.7% | Reduced |
| Outlook Wealth Advisors, LLC | 12,922 | $440.6K | 0.20% | +401+3.2% | Added |
| Boston Private Wealth LLC | 12,939 | $441.2K | 0.01% | −5,902−31.3% | Reduced |
| Allen Investment Management LLC | 12,950 | $441.6K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $441.6K | 0.01% | 00.0% | Unchanged |
| Lindenwold Advisors | 13,072 | $445.8K | 0.28% | −160−1.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $447.5K | 0.17% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 13,175 | $449.3K | 0.44% | +3,649+38.3% | Added |
| Coldstream Capital Management Inc | 13,248 | $451.8K | 0.02% | −534−3.9% | Reduced |
| Smithfield Trust Co | 13,368 | $455.0K | 0.03% | +6,103+84.0% | Added |
| Echo Street Capital Management LLC | 13,533 | $461.5K | 0.00% | −3,538−20.7% | Reduced |
| Brady Family Wealth, LLC | 13,607 | $464.0K | 0.18% | +1,591+13.2% | Added |
| Vectors Research Management, LLC | 13,622 | $465.0K | 0.12% | −714−5.0% | Reduced |
| Caldwell Trust Co | 13,638 | $465.1K | 0.06% | +192+1.4% | Added |
| Essex Financial Services, Inc. | 13,701 | $467.2K | 0.05% | +1,454+11.9% | Added |
| Live Oak Private Wealth LLC | 13,702 | $467.2K | 0.10% | +3,250+31.1% | Added |
| Denali Advisors LLC | 13,800 | $470.6K | 0.20% | −900−6.1% | Reduced |