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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 19,294 | $657.9K | 0.14% | −2,690−12.2% | Reduced |
| Leisure Capital Management | 19,380 | $660.9K | 0.38% | +2,116+12.3% | Added |
| Marcum Wealth, LLC | 19,382 | $660.9K | 0.08% | +3,760+24.1% | Added |
| Equitable Holdings, Inc. | 19,634 | $669.5K | 0.01% | +5,323+37.2% | Added |
| Bessemer Securities LLC | 19,696 | $672.0K | 0.31% | −5,400−21.5% | Reduced |
| Norway Savings Bank | 19,710 | $672.1K | 0.34% | −303−1.5% | Reduced |
| Canal Capital Management, LLC | 19,716 | $672.3K | 0.15% | +2,151+12.2% | Added |
| Grove Bank & Trust | 19,835 | $676.4K | 0.14% | +2,595+15.1% | Added |
| Wrapmanager Inc | 19,867 | $677.5K | 0.21% | +10,464+111.3% | Added |
| Franklin Street Advisors Inc | 19,969 | $681.0K | 0.06% | +861+4.5% | Added |
| MAS Advisors LLC | 19,971 | $681.0K | 0.67% | −207−1.0% | Reduced |
| Fee-Only Financial Planning, L.C. | 20,014 | $682.5K | 0.55% | 00.0% | Unchanged |
| Maven Securities LTD | 20,033 | $683.1K | 0.11% | −4,545−18.5% | Reduced |
| DFPG Investments, LLC | 20,033 | $683.1K | 0.07% | +1,371+7.3% | Added |
| Intrust Bank NA | 20,045 | $683.5K | 0.09% | −2,162−9.7% | Reduced |
| IHT Wealth Management, LLC | 20,063 | $684.1K | 0.04% | +1,833+10.1% | Added |
| OmniStar Financial Group, Inc. | 20,174 | $687.9K | 0.87% | −35−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,244 | $690.3K | 0.08% | +4,632+29.7% | Added |
| Atticus Wealth Management, LLC | 20,401 | $695.7K | 0.27% | +1,820+9.8% | Added |
| SG Americas Securities, LLC | 20,442 | $697.0K | 0.01% | +11,168+120.4% | Added |
| Searle & Co. | 21,435 | $698.4K | 0.23% | −500−2.3% | Reduced |
| Great Lakes Retirement, Inc. | 20,529 | $700.0K | 0.13% | +2,293+12.6% | Added |
| StoneX Group Inc. | 20,623 | $703.3K | 0.08% | +3,916+23.4% | Added |
| Cravens & Co Advisors, LLC | 20,679 | $705.2K | 0.66% | −4,653−18.4% | Reduced |
| Veriti Management LLC | 20,681 | $705.2K | 0.08% | −102−0.5% | Reduced |
| Lido Advisors, LLC | 20,706 | $706.1K | 0.01% | +2,634+14.6% | Added |
| Clearstead Advisors, LLC | 20,745 | $707.4K | 0.05% | +768+3.8% | Added |
| Vontobel Holding Ltd. | 20,942 | $714.1K | 0.01% | −2,533−10.8% | Reduced |
| Profund Advisors LLC | 21,030 | $717.1K | 0.04% | −4,332−17.1% | Reduced |
| Shepherd Financial Partners LLC | 21,124 | $720.3K | 0.12% | +53+0.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,201 | $723.0K | 0.36% | +899+4.4% | Added |
| Allworth Financial LP | 21,253 | $724.7K | 0.01% | −1,694−7.4% | Reduced |
| Ieq Capital, LLC | 21,266 | $725.2K | 0.02% | +8,661+68.7% | Added |
| Summit Financial Group Inc | 21,364 | $728.5K | 0.29% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 21,522 | $733.9K | 0.06% | +7,118+49.4% | Added |
| Sumitomo Life Insurance Co | 21,539 | $734.0K | 0.06% | −220−1.0% | Reduced |
| Los Angeles Capital Management LLC | 21,857 | $745.3K | 0.00% | −1,030,578−97.9% | Reduced |
| MTM Investment Management, LLC | 21,937 | $748.0K | 0.38% | −4,189−16.0% | Reduced |
| Meeder Advisory Services, Inc. | 22,040 | $751.6K | 0.09% | −1,299−5.6% | Reduced |
| Select Asset Management & Trust | 22,097 | $754.0K | 0.66% | +15,000+211.4% | Added |
| Marino, Stram & Associates LLC | 22,195 | $756.8K | 0.23% | +1,376+6.6% | Added |
| IFP Advisors, Inc | 13,927 | $762.0K | 0.04% | −26,670−65.7% | Reduced |
| Haverford Trust Co | 22,429 | $764.8K | 0.01% | −262,223−92.1% | Reduced |
| Wetherby Asset Management Inc | 22,432 | $764.9K | 0.04% | −3,295−12.8% | Reduced |
| Meridian Wealth Management, LLC | 22,514 | $767.7K | 0.07% | −1,223−5.2% | Reduced |
| Widmann Financial Services, Inc. | 22,620 | $771.3K | 0.78% | +101+0.4% | Added |
| Banque Cantonale Vaudoise | 22,633 | $772.0K | 0.04% | 00.0% | Unchanged |
| Colony Group LLC | 22,711 | $774.0K | 0.01% | −14,057−38.2% | Reduced |
| Certified Advisory Corp | 22,734 | $775.2K | 0.14% | −490−2.1% | Reduced |
| Founders Financial Alliance, LLC | 22,890 | $778.1K | 0.39% | −6,992−23.4% | Reduced |
| Wealthspire Advisors, LLC | 22,941 | $782.3K | 0.01% | −1,412−5.8% | Reduced |
| Savant Capital, LLC | 23,139 | $789.0K | 0.01% | +10,599+84.5% | Added |
| Procyon Private Wealth Partners, LLC | 23,360 | $796.6K | 0.13% | +2,567+12.3% | Added |
| CastleKnight Management LP | 23,400 | $797.9K | 0.20% | +23,400 | New |
| Cypress Capital Group | 23,431 | $799.0K | 0.12% | +11,525+96.8% | Added |
| Capital Asset Advisory Services LLC | 23,504 | $801.5K | 0.06% | +1,588+7.2% | Added |
| Partners in Financial Planning | 23,540 | $802.7K | 0.21% | 00.0% | Unchanged |
| Monument Capital Management | 23,593 | $804.5K | 0.27% | −416−1.7% | Reduced |
| True North Advisors, LLC | 23,728 | $809.1K | 0.24% | +205+0.9% | Added |
| Aull & Monroe Investment Management Corp | 23,871 | $814.0K | 0.41% | −352−1.5% | Reduced |
| Park Place Capital Corp | 24,141 | $823.2K | 0.23% | +2,890+13.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 24,329 | $829.6K | 0.09% | −800−3.2% | Reduced |
| Bokf, NA | 24,329 | $829.6K | 0.02% | −65,835−73.0% | Reduced |
| Sheets Smith Wealth Management | 24,440 | $833.4K | 0.13% | +3,009+14.0% | Added |
| Versor Investments LP | 24,590 | $838.5K | 0.11% | −16,655−40.4% | Reduced |
| Van Leeuwen & Company, LLC | 24,859 | $847.7K | 0.57% | −1,500−5.7% | Reduced |
| Jacobi Capital Management LLC | 24,929 | $850.1K | 0.10% | +1,628+7.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 24,963 | $851.0K | 0.04% | −22,300−47.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 24,956 | $851.0K | 0.21% | +3,298+15.2% | Added |
| Central Trust Co | 25,006 | $852.7K | 0.02% | −2,961−10.6% | Reduced |
| Brighton Jones LLC | 25,115 | $856.4K | 0.05% | +1,918+8.3% | Added |
| Fox Run Management, L.L.C. | 25,190 | $859.0K | 0.28% | +16,615+193.8% | Added |
| Flputnam Investment Management Co | 25,357 | $864.7K | 0.03% | −46,632−64.8% | Reduced |
| Dean Investment Associates, LLC | 25,588 | $872.6K | 0.14% | +3,383+15.2% | Added |
| First Horizon Advisors, Inc. | 25,871 | $882.2K | 0.03% | +3,074+13.5% | Added |
| Chemung Canal Trust Co | 25,891 | $882.9K | 0.20% | −1,155−4.3% | Reduced |
| RBF Capital, LLC | 25,900 | $883.2K | 0.06% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 26,140 | $891.4K | 0.06% | +3,739+16.7% | Added |
| Tandem Investment Advisors, Inc. | 26,235 | $895.0K | 0.04% | −6,041−18.7% | Reduced |
| West Paces Advisors Inc. | 26,275 | $896.0K | 0.28% | +725+2.8% | Added |
| Valeo Financial Advisors, LLC | 26,315 | $897.3K | 0.04% | +4,466+20.4% | Added |
| Foundations Investment Advisors, LLC | 26,415 | $900.7K | 0.03% | +6,520+32.8% | Added |
| Berkeley Capital Partners, LLC | 26,430 | $901.3K | 0.33% | +3,703+16.3% | Added |
| Sound View Wealth Advisors Group, LLC | 26,446 | $901.8K | 0.12% | +1,295+5.1% | Added |
| Transatlantique Private Wealth LLC | 26,579 | $906.2K | 0.50% | +8,681+48.5% | Added |
| Rossmore Private Capital | 26,674 | $909.6K | 0.14% | −1,526−5.4% | Reduced |
| Resources Investment Advisors, LLC. | 26,862 | $916.0K | 0.02% | +6,931+34.8% | Added |
| HM Payson & Co | 27,030 | $921.7K | 0.02% | −3,650−11.9% | Reduced |
| Marks Group Wealth Management, Inc | 27,069 | $923.1K | 0.12% | +5,246+24.0% | Added |
| Terry L. Blaker | 27,478 | $936.7K | 0.08% | −121,400−81.5% | Reduced |
| Ballast, Inc. | 27,695 | $944.4K | 0.39% | +1,290+4.9% | Added |
| Ally Financial Inc. | 28,000 | $954.8K | 0.14% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 28,083 | $957.6K | 0.26% | −50−0.2% | Reduced |
| Mutual Advisors, LLC | 28,155 | $960.1K | 0.04% | +6,992+33.0% | Added |
| Berkshire Bank | 28,268 | $963.9K | 0.29% | −390−1.4% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 28,325 | $965.9K | 0.90% | −1,181−4.0% | Reduced |
| Pitcairn Co | 28,341 | $966.4K | 0.09% | +227+0.8% | Added |
| Davis Investment Partners, LLC | 30,285 | $967.6K | 0.51% | 00.0% | Unchanged |
| Csenge Advisory Group | 28,402 | $968.5K | 0.07% | −12,069−29.8% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 30,369 | $972.4K | 0.21% | +8,023+35.9% | Added |