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 |
|---|---|---|---|---|---|
| United Bank | 28,684 | $978.1K | 0.12% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 28,800 | $982.1K | 0.01% | +28,800 | New |
| Trust Co of Virginia | 28,834 | $983.2K | 0.11% | +4,198+17.0% | Added |
| Apollon Wealth Management, LLC | 28,978 | $988.1K | 0.06% | +11,154+62.6% | Added |
| Fort Sheridan Advisors LLC | 29,196 | $995.6K | 0.25% | +11,582+65.8% | Added |
| Ethic Inc. | 29,242 | $997.2K | 0.04% | −69,685−70.4% | Reduced |
| Bleakley Financial Group, LLC | 29,266 | $998.0K | 0.03% | −4,274−12.7% | Reduced |
| Sawtooth Solutions, LLC | 29,271 | $998.1K | 0.03% | +3,674+14.4% | Added |
| EP Wealth Advisors, LLC | 9,298 | $999.7K | 0.02% | +344+3.8% | Added |
| Brookstone Capital Management | 29,249 | $1.00M | 0.02% | +12,779+77.6% | Added |
| Plimoth Trust Co LLC | 29,628 | $1.01M | 0.31% | −910−3.0% | Reduced |
| Global Retirement Partners, LLC | 36,000 | $1.01M | 0.05% | +6,068+20.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 29,707 | $1.01M | 0.58% | −10,911−26.9% | Reduced |
| MBL Wealth, LLC | 29,772 | $1.02M | 0.16% | +29,772 | New |
| Tredje AP-fonden | 29,836 | $1.02M | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 30,079 | $1.02M | 0.13% | −140−0.5% | Reduced |
| PCJ Investment Counsel Ltd. | 30,000 | $1.02M | 0.41% | +30,000 | New |
| RFG Advisory, LLC | 30,071 | $1.03M | 0.05% | +89+0.3% | Added |
| Perpetual Ltd | 30,274 | $1.03M | 0.01% | +30,274 | New |
| GoalVest Advisory LLC | 30,595 | $1.04M | 0.61% | +1,982+6.9% | Added |
| Cetera Advisors LLC | 30,833 | $1.05M | 0.02% | −25,240−45.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 31,079 | $1.06M | 0.21% | +14,467+87.1% | Added |
| Prospera Financial Services Inc | 31,093 | $1.06M | 0.04% | +6,048+24.1% | Added |
| Vestcor Inc | 31,332 | $1.07M | 0.04% | −132−0.4% | Reduced |
| Bank Ozk | 31,335 | $1.07M | 0.53% | −95−0.3% | Reduced |
| Beach Investment Counsel Inc | 31,612 | $1.08M | 0.14% | −11,940−27.4% | Reduced |
| Westover Capital Advisors, LLC | 31,735 | $1.08M | 0.40% | +4,506+16.5% | Added |
| Ashton Thomas Private Wealth, LLC | 31,775 | $1.08M | 0.09% | +10,162+47.0% | Added |
| Siemens Fonds Invest GmbH | 32,109 | $1.09M | 0.11% | +572+1.8% | Added |
| Illinois Municipal Retirement Fund | 32,144 | $1.10M | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 32,148 | $1.10M | 0.10% | −44−0.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 32,713 | $1.12M | 0.36% | −1,329−3.9% | Reduced |
| Curated Wealth Partners LLC | 32,749 | $1.12M | 0.25% | +8,489+35.0% | Added |
| HAP Trading, LLC | 32,862 | $1.12M | 0.27% | +32,862 | New |
| IMC-Chicago, LLC | 32,948 | $1.12M | 0.19% | +32,948 | New |
| Private Advisor Group, LLC | 32,969 | $1.12M | 0.01% | −4,771−12.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,138 | $1.13M | 0.02% | −4,965−13.0% | Reduced |
| CWM, LLC | 33,157 | $1.13M | 0.01% | −181−0.5% | Reduced |
| Glenview Trust Co | 33,235 | $1.13M | 0.03% | +4,862+17.1% | Added |
| Patton Albertson Miller Group, LLC | 33,258 | $1.13M | 0.21% | −30−0.1% | Reduced |
| Coastline Trust Co | 33,306 | $1.14M | 0.17% | −12,338−27.0% | Reduced |
| Cornerstone Advisory, LLC | 33,314 | $1.14M | 0.20% | −680−2.0% | Reduced |
| Transcend Wealth Collective, LLC | 33,357 | $1.14M | 0.12% | −7,126−17.6% | Reduced |
| Fiduciary Trust Co | 33,386 | $1.14M | 0.02% | −4,076−10.9% | Reduced |
| WCG Wealth Advisors LLC | 33,420 | $1.14M | 0.15% | +855+2.6% | Added |
| Investors Asset Management of Georgia Inc | 33,474 | $1.14M | 0.61% | +6,175+22.6% | Added |
| Engineers Gate Manager LP | 33,713 | $1.15M | 0.05% | −51,055−60.2% | Reduced |
| Beacon Pointe Advisors, LLC | 33,733 | $1.15M | 0.02% | −11,972−26.2% | Reduced |
| One River Asset Management, LLC | 34,102 | $1.15M | 0.85% | +27,992+458.1% | Added |
| Farmers National Bank | 34,055 | $1.16M | 0.41% | −997−2.8% | Reduced |
| SeaCrest Wealth Management, LLC | 34,086 | $1.16M | 0.16% | +1,606+4.9% | Added |
| Diamant Asset Management, Inc. | 34,100 | $1.16M | 0.95% | +34,100 | New |
| BKD Wealth Advisors, LLC | 34,113 | $1.16M | 0.04% | +5,608+19.7% | Added |
| Pettee Investors, Inc. | 34,289 | $1.17M | 0.56% | +5,000+17.1% | Added |
| ETF Managers Group, LLC | 34,375 | $1.17M | 0.04% | +21,548+168.0% | Added |
| First County Bank | 34,427 | $1.17M | 0.58% | +9,113+36.0% | Added |
| Argent Advisors, Inc. | 34,449 | $1.17M | 0.56% | +2,977+9.5% | Added |
| United Services Automobile Association | 34,706 | $1.18M | 0.04% | −20,303−36.9% | Reduced |
| Hendershot Investments Inc. | 34,879 | $1.19M | 0.20% | −8,293−19.2% | Reduced |
| Princeton Global Asset Management LLC | 34,948 | $1.19M | 0.34% | +12,130+53.2% | Added |
| McMillion Capital Management Inc | 34,999 | $1.19M | 1.13% | −1,632−4.5% | Reduced |
| Crestline Management, LP | 35,000 | $1.19M | 0.15% | −194,000−84.7% | Reduced |
| St. Johns Investment Management Company, LLC | 35,032 | $1.19M | 0.69% | +1,239+3.7% | Added |
| Atria Wealth Solutions, Inc. | 35,073 | $1.20M | 0.02% | +6,525+22.9% | Added |
| ExodusPoint Capital Management, LP | 35,401 | $1.21M | 0.01% | −168,314−82.6% | Reduced |
| Strategic Advisors LLC | 35,588 | $1.21M | 0.25% | +22+0.1% | Added |
| Advisor Partners II, LLC | 35,613 | $1.21M | 0.07% | −10,032−22.0% | Reduced |
| Park Avenue Securities LLC | 35,720 | $1.22M | 0.02% | +2,881+8.8% | Added |
| J.W. Cole Advisors, Inc. | 35,735 | $1.22M | 0.09% | +2,136+6.4% | Added |
| Eqis Capital Management, Inc. | 35,754 | $1.22M | 0.14% | +35,754 | New |
| Hills Bank & Trust Co | 35,860 | $1.22M | 0.17% | +4,076+12.8% | Added |
| RKL Wealth Management LLC | 36,204 | $1.23M | 0.16% | +579+1.6% | Added |
| Citizens & Northern Corp | 36,247 | $1.24M | 0.48% | −1,277−3.4% | Reduced |
| Hengehold Capital Management LLC | 36,352 | $1.24M | 0.17% | +2,612+7.7% | Added |
| South State Corp. | 36,370 | $1.24M | 0.11% | −22,726−38.5% | Reduced |
| Comerica Securities,inc. | 37,114 | $1.27M | 0.09% | +6,291+20.4% | Added |
| Empirical Finance, LLC | 37,153 | $1.27M | 0.12% | +1,703+4.8% | Added |
| Edmond de Rothschild Holding S.A. | 37,226 | $1.27M | 0.03% | −8,089−17.9% | Reduced |
| Moody National Bank Trust Division | 37,456 | $1.28M | 0.11% | +133+0.4% | Added |
| Garda Capital Partners LP | 37,540 | $1.28M | 1.12% | +37,540 | New |
| Kinneret Advisory, LLC | 37,665 | $1.28M | 0.17% | −2,024−5.1% | Reduced |
| Neville Rodie & Shaw Inc | 37,798 | $1.29M | 0.12% | −200−0.5% | Reduced |
| Heritage Trust Co | 37,950 | $1.29M | 0.20% | −4,541−10.7% | Reduced |
| Members Capital Advisors Inc | 37,986 | $1.30M | 0.94% | 00.0% | Unchanged |
| X-Square Capital, LLC | 38,098 | $1.30M | 0.77% | −629−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 38,097 | $1.30M | 0.02% | +3,658+10.6% | Added |
| Dividend Assets Capital, LLC | 30,237 | $1.30M | 0.28% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 38,203 | $1.30M | 0.08% | +817+2.2% | Added |
| BHK Investment Advisors, LLC | 38,310 | $1.31M | 0.57% | +17,889+87.6% | Added |
| Sequoia Financial Advisors, LLC | 38,525 | $1.31M | 0.03% | −6,957−15.3% | Reduced |
| Trust Co of Toledo NA | 38,611 | $1.32M | 0.23% | +3,333+9.4% | Added |
| Gotham Asset Management, LLC | 38,821 | $1.32M | 0.03% | −23,479−37.7% | Reduced |
| Convergence Investment Partners, LLC | 38,973 | $1.33M | 0.78% | +8,416+27.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 38,981 | $1.33M | 1.07% | +9,755+33.4% | Added |
| Galibier Capital Management Ltd. | 39,047 | $1.33M | 0.32% | +18,800+92.9% | Added |
| Silvercrest Asset Management Group LLC | 39,082 | $1.33M | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 39,100 | $1.33M | 0.34% | 00.0% | Unchanged |
| Ossiam | 39,110 | $1.33M | 0.03% | −63,463−61.9% | Reduced |
| CNB Bank | 39,256 | $1.34M | 0.81% | +1,660+4.4% | Added |
| Capstone Investment Advisors, LLC | 39,416 | $1.34M | 0.04% | +25,394+181.1% | Added |