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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 13,801 | $470.6K | 0.10% | +2,401+21.1% | Added |
| Ballentine Partners, LLC | 13,809 | $470.9K | 0.01% | +1,516+12.3% | Added |
| Schechter Investment Advisors, LLC | 13,840 | $471.9K | 0.04% | −449−3.1% | Reduced |
| S&CO Inc | 13,894 | $473.0K | 0.04% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 13,872 | $473.0K | 0.30% | 00.0% | Unchanged |
| Center For Asset Management LLC | 13,896 | $473.8K | 0.46% | +2,755+24.7% | Added |
| Wealth Alliance Advisory Group, LLC | 13,897 | $473.9K | 0.18% | +60+0.4% | Added |
| City Holding Co | 14,001 | $477.3K | 0.09% | −388−2.7% | Reduced |
| Lebenthal Global Advisors, LLC | 14,015 | $477.9K | 0.15% | −1,951−12.2% | Reduced |
| Prosperity Wealth Management, Inc. | 14,024 | $478.2K | 0.39% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 14,409 | $479.1K | 0.52% | +750+5.5% | Added |
| Quantamental Technologies LLC | 14,079 | $480.1K | 0.26% | +1,574+12.6% | Added |
| Israel Discount Bank of New York | 14,161 | $482.9K | 0.36% | −441−3.0% | Reduced |
| Community Trust & Investment Co | 14,175 | $483.4K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,294 | $487.0K | 0.02% | +413+3.0% | Added |
| Avalon Trust Co | 14,295 | $487.5K | 0.05% | +14,295 | New |
| Private Trust Co NA | 14,334 | $488.8K | 0.07% | −2,357−14.1% | Reduced |
| Fiduciary Group LLC | 14,364 | $489.8K | 0.06% | +1,692+13.4% | Added |
| Hazlett, Burt & Watson, Inc. | 14,414 | $493.0K | 0.40% | +809+5.9% | Added |
| Intrua Financial, LLC | 18,159 | $495.7K | 0.10% | +1,291+7.7% | Added |
| Montag & Caldwell, LLC | 14,562 | $496.6K | 0.07% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 14,605 | $498.0K | 0.02% | −278−1.9% | Reduced |
| Panagora Asset Management Inc | 14,636 | $499.1K | 0.00% | −15,605−51.6% | Reduced |
| SevenBridge Financial Group, LLC | 14,675 | $500.4K | 0.14% | −470−3.1% | Reduced |
| Koshinski Asset Management, Inc. | 14,729 | $502.2K | 0.05% | +843+6.1% | Added |
| 1776 Wealth LLC | 14,789 | $504.3K | 0.30% | +739+5.3% | Added |
| William Blair Investment Management, LLC | 14,791 | $504.4K | 0.00% | −11,189−43.1% | Reduced |
| Edge Capital Group, LLC | 14,956 | $510.0K | 0.03% | −3,248−17.8% | Reduced |
| Rede Wealth, LLC | 14,975 | $510.6K | 0.27% | +18+0.1% | Added |
| DoubleLine ETF Adviser LP | 15,036 | $512.7K | 0.22% | −3,698−19.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,069 | $513.9K | 0.08% | −814−5.1% | Reduced |
| Stevens Capital Management LP | 15,226 | $519.0K | 0.13% | +15,226 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,223 | $519.1K | 0.32% | −420−2.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 15,368 | $524.1K | 0.34% | +10,633+224.6% | Added |
| Axq Capital, LP | 15,500 | $528.5K | 0.21% | +15,500 | New |
| Linker Capital Management Inc. | 15,519 | $529.0K | 0.58% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 15,531 | $529.6K | 0.03% | −1,042−6.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,536 | $529.8K | 0.16% | +785+5.3% | Added |
| Graypoint LLC | 15,558 | $530.5K | 0.06% | +3,693+31.1% | Added |
| Crawford Investment Counsel Inc | 15,579 | $531.2K | 0.01% | −327,907−95.5% | Reduced |
| IFG Advisory, LLC | 15,592 | $531.7K | 0.05% | −14,289−47.8% | Reduced |
| Concord Asset Management, LLC | 15,702 | $535.4K | 0.22% | +10,294+190.3% | Added |
| Trust Asset Management LLC | 15,787 | $538.3K | 0.06% | +734+4.9% | Added |
| Dudley Capital Management, LLC | 15,803 | $538.9K | 0.38% | −200−1.2% | Reduced |
| Spouting Rock Asset Management, LLC | 15,908 | $542.5K | 0.19% | +15,908 | New |
| Wiley Bros.-Aintree Capital, LLC | 16,011 | $546.0K | 0.26% | +1,447+9.9% | Added |
| Legacy Capital Wealth Partners, LLC | 16,043 | $547.1K | 0.15% | +16,043 | New |
| Xcel Wealth Management, LLC | 16,072 | $548.1K | 0.19% | +7,950+97.9% | Added |
| Fund Management at Engine No. 1 LLC | 16,098 | $548.9K | 0.11% | +1,490+10.2% | Added |
| Cigna Investments Inc | 16,146 | $551.0K | 0.11% | −260−1.6% | Reduced |
| Chesapeake Asset Management LLC | 16,310 | $556.2K | 0.51% | +16,310 | New |
| Ameritas Investment Partners, Inc. | 16,324 | $556.6K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 16,338 | $557.2K | 0.04% | −1,515−8.5% | Reduced |
| Thompson Investment Management, Inc. | 16,429 | $560.2K | 0.09% | +4,000+32.2% | Added |
| FLC Capital Advisors | 16,453 | $561.0K | 0.17% | +325+2.0% | Added |
| Copeland Capital Management, LLC | 16,497 | $563.0K | 0.01% | −492−2.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,527 | $564.0K | 0.01% | −1,702−9.3% | Reduced |
| Silvant Capital Management LLC | 16,556 | $564.6K | 0.04% | −18,463−52.7% | Reduced |
| SeaBridge Investment Advisors LLC | 16,559 | $564.7K | 0.20% | −430−2.5% | Reduced |
| Greenleaf Trust | 16,666 | $568.3K | 0.01% | +400+2.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,705 | $569.6K | 0.03% | +3,646+27.9% | Added |
| Hall Private Wealth Advisors | 16,726 | $570.4K | 0.30% | +8,717+108.8% | Added |
| Woodard & Co Asset Management Group Inc | 16,788 | $572.5K | 0.20% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 16,833 | $574.2K | 0.05% | +16,833 | New |
| Gabelli Funds LLC | 17,000 | $579.7K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 17,013 | $580.1K | 0.33% | +1,307+8.3% | Added |
| Duality Advisers, LP | 17,092 | $582.8K | 0.07% | +17,092 | New |
| Abundance Wealth Counselors | 17,094 | $583.0K | 0.15% | +2,120+14.2% | Added |
| Eastover Investment Advisors LLC | 17,151 | $584.8K | 0.33% | −25−0.1% | Reduced |
| Tiaa, FSB | 17,248 | $588.2K | 0.00% | −2,849−14.2% | Reduced |
| Zacks Investment Management | 17,409 | $593.7K | 0.01% | −909,700−98.1% | Reduced |
| Texas Yale Capital Corp. | 17,475 | $595.9K | 0.03% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 17,525 | $598.0K | 0.02% | 00.0% | Unchanged |
| Carson Advisory Inc. | 17,539 | $598.1K | 0.53% | +9,970+131.7% | Added |
| Boston Trust Walden Corp | 17,818 | $607.6K | 0.01% | −1,399−7.3% | Reduced |
| Belpointe Asset Management LLC | 17,876 | $609.6K | 0.03% | +6,103+51.8% | Added |
| WBI Investments | 17,929 | $611.4K | 0.12% | −4,245−19.1% | Reduced |
| Hilltop Holdings Inc. | 17,989 | $613.2K | 0.08% | +1,399+8.4% | Added |
| Moneta Group Investment Advisors LLC | 18,068 | $616.1K | 0.01% | −114,043−86.3% | Reduced |
| Reuter James Wealth Management, LLC | 18,183 | $620.0K | 0.43% | +3,789+26.3% | Added |
| Montchanin Asset Management, LLC | 18,265 | $623.0K | 0.79% | +2,300+14.4% | Added |
| Lakeview Capital Partners, LLC | 23,259 | $624.0K | 0.19% | +3,242+16.2% | Added |
| GW Henssler & Associates Ltd | 18,412 | $627.9K | 0.04% | −1,343−6.8% | Reduced |
| EPG Wealth Management LLC | 18,479 | $630.1K | 0.20% | +6,260+51.2% | Added |
| River Oaks Capital LLC | 18,500 | $630.9K | 0.88% | +18,500 | New |
| Staley Capital Advisers Inc | 18,500 | $631.0K | 0.04% | +18,500 | New |
| Wealth Quarterback LLC | 18,521 | $631.6K | 0.54% | +1,132+6.5% | Added |
| First Heartland Consultants, Inc. | 18,522 | $631.6K | 0.09% | +18,522 | New |
| Loudon Investment Management, LLC | 18,549 | $632.5K | 0.44% | +11,383+158.8% | Added |
| Spire Wealth Management | 18,558 | $632.8K | 0.02% | +9,681+109.1% | Added |
| CSS LLC | 18,618 | $634.9K | 0.05% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 18,682 | $637.1K | 0.06% | +2,016+12.1% | Added |
| Investment Management of Virginia LLC | 18,850 | $642.8K | 0.12% | +180+1.0% | Added |
| Greenspring Advisors, LLC | 18,880 | $643.8K | 0.14% | +231+1.2% | Added |
| American Trust | 18,904 | $644.6K | 0.05% | −2,838−13.1% | Reduced |
| Game Creek Capital, LP | 19,000 | $647.9K | 0.43% | −3,750−16.5% | Reduced |
| Legacy Financial Advisors, Inc. | 19,051 | $649.6K | 0.13% | −387−2.0% | Reduced |
| Applied Capital LLC | 19,232 | $655.8K | 0.65% | +644+3.5% | Added |
| Emerald Mutual Fund Advisers Trust | 19,240 | $656.1K | 0.04% | +19,240 | New |
| Cassia Capital Partners, LLC | 19,242 | $656.2K | 0.53% | −13−0.1% | Reduced |