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 |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 39,461 | $1.35M | 0.57% | +600+1.5% | Added |
| Warren Averett Asset Management, LLC | 39,565 | $1.35M | 0.07% | +1,263+3.3% | Added |
| Salzhauer Michael | 39,637 | $1.35M | 1.23% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 39,641 | $1.35M | 0.05% | +3,956+11.1% | Added |
| Anchor Capital Advisors LLC | 39,916 | $1.36M | 0.04% | +5,105+14.7% | Added |
| Oak Harbor Wealth Partners, LLC | 40,101 | $1.37M | 0.50% | −130−0.3% | Reduced |
| Buckhead Capital Management LLC | 40,101 | $1.37M | 0.32% | −2,068−4.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 40,498 | $1.38M | 0.11% | −166,723−80.5% | Reduced |
| New England Research & Management, Inc. | 40,891 | $1.39M | 0.82% | −154−0.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 41,484 | $1.41M | 0.71% | +759+1.9% | Added |
| Axxcess Wealth Management, LLC | 41,486 | $1.41M | 0.11% | +1,094+2.7% | Added |
| Capital Investment Advisors, LLC | 41,526 | $1.42M | 0.04% | −590−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 41,708 | $1.42M | 0.04% | +124+0.3% | Added |
| Snowden Capital Advisors LLC | 41,958 | $1.43M | 0.06% | +6,465+18.2% | Added |
| Cutler Group LP | 42,092 | $1.44M | 0.23% | +41,238+4,828.8% | Added |
| Bridgefront Capital, LLC | 42,094 | $1.44M | 0.88% | +23,171+122.4% | Added |
| Veritable, L.P. | 42,333 | $1.44M | 0.02% | −1,948−4.4% | Reduced |
| Tealwood Asset Management Inc | 42,472 | $1.45M | 0.74% | +5,230+14.0% | Added |
| First Bank & Trust | 42,568 | $1.45M | 0.38% | +6,559+18.2% | Added |
| Investors Research Corp | 42,589 | $1.45M | 0.38% | +16,239+61.6% | Added |
| Outfitter Financial LLC | 42,693 | $1.46M | 1.31% | +449+1.1% | Added |
| First Hawaiian Bank | 42,832 | $1.46M | 0.05% | +1,978+4.8% | Added |
| Azimuth Capital Investment Management LLC | 42,930 | $1.46M | 0.07% | −1,428−3.2% | Reduced |
| Achmea Investment Management B.V. | 42,979 | $1.47M | 0.04% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 43,030 | $1.47M | 0.01% | −3,124−6.8% | Reduced |
| Jefferies Financial Group Inc. | 43,042 | $1.47M | 0.03% | +43,042 | New |
| Independence Bank of Kentucky | 43,049 | $1.47M | 0.64% | +1,822+4.4% | Added |
| NewEdge Wealth, LLC | 43,073 | $1.47M | 0.06% | −3,039−6.6% | Reduced |
| Old North State Trust, LLC | 43,274 | $1.48M | 1.02% | −8,053−15.7% | Reduced |
| Poehling Capital Management, LLC | 43,435 | $1.48M | 0.50% | +2,282+5.5% | Added |
| CWA Asset Management Group, LLC | 43,539 | $1.48M | 0.11% | +359+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 43,660 | $1.49M | 0.08% | −1,140−2.5% | Reduced |
| Pathway Financial Advisers, LLC | 43,669 | $1.49M | 0.60% | +4,131+10.4% | Added |
| Ronald Blue Trust, Inc. | 34,790 | $1.50M | 0.02% | +281+0.8% | Added |
| Norris Financial Group, LLC | 43,906 | $1.50M | 1.10% | +20,778+89.8% | Added |
| Arcus Capital Partners, LLC | 44,158 | $1.51M | 0.51% | +1,712+4.0% | Added |
| Brown Brothers Harriman & Co | 44,187 | $1.51M | 0.01% | +1,297+3.0% | Added |
| Wealth Alliance | 44,311 | $1.51M | 0.24% | +11,114+33.5% | Added |
| Bailard, Inc. | 44,601 | $1.52M | 0.05% | −3,037−6.4% | Reduced |
| Wolverine Trading, LLC | 44,950 | $1.52M | 0.05% | +44,950 | New |
| Vinva Investment Management Ltd | 44,964 | $1.52M | 0.13% | +44,964 | New |
| Headinvest, LLC | 44,887 | $1.53M | 0.34% | −1,789−3.8% | Reduced |
| Raleigh Capital Management Inc. | 44,979 | $1.53M | 0.76% | +1,726+4.0% | Added |
| Heritage Wealth Advisors | 45,105 | $1.54M | 0.09% | −1,736−3.7% | Reduced |
| Westwood Holdings Group Inc. | 45,143 | $1.54M | 0.01% | +6,067+15.5% | Added |
| Blair William & Co | 45,145 | $1.54M | 0.01% | −9,820−17.9% | Reduced |
| Salomon & Ludwin, LLC | 45,163 | $1.54M | 0.18% | −136−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 45,265 | $1.54M | 0.05% | +15,508+52.1% | Added |
| We Are One Seven, LLC | 45,682 | $1.56M | 0.10% | +8,033+21.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 46,007 | $1.57M | 0.37% | +46,007 | New |
| Leavell Investment Management, Inc. | 46,218 | $1.58M | 0.11% | −167−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 46,540 | $1.59M | 0.10% | −5,837−11.1% | Reduced |
| Lincoln National Corp | 46,636 | $1.59M | 0.03% | +6,771+17.0% | Added |
| Sompo Asset Management Co., Ltd. | 46,850 | $1.60M | 0.34% | +5,430+13.1% | Added |
| Resonant Capital Advisors, LLC | 46,873 | $1.60M | 0.18% | −1,556−3.2% | Reduced |
| SYSTM Wealth Solutions LLC | 46,927 | $1.60M | 0.25% | −16,867−26.4% | Reduced |
| Washington Trust Co | 46,949 | $1.60M | 0.07% | −189,970−80.2% | Reduced |
| Patten Group, Inc. | 47,098 | $1.61M | 0.48% | +659+1.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,212 | $1.61M | 0.13% | −322−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 47,229 | $1.61M | 0.06% | +15,939+50.9% | Added |
| Longfellow Investment Management Co LLC | 47,374 | $1.62M | 0.37% | +31,435+197.2% | Added |
| Capital International Inc | 47,444 | $1.62M | 0.03% | +2,399+5.3% | Added |
| Atlantic Union Bankshares Corp | 47,552 | $1.62M | 0.17% | −81−0.2% | Reduced |
| AMG National Trust Bank | 47,698 | $1.63M | 0.06% | +1,446+3.1% | Added |
| Colonial Trust Co | 47,995 | $1.64M | 0.42% | +255+0.5% | Added |
| Banco de Sabadell, S.A | 48,103 | $1.64M | 1.37% | +5,729+13.5% | Added |
| Steward Partners Investment Advisory, LLC | 48,076 | $1.64M | 0.03% | +6,377+15.3% | Added |
| Toroso Investments, LLC | 48,221 | $1.64M | 0.05% | +20,578+74.4% | Added |
| Delta Capital Management LLC | 48,355 | $1.65M | 1.16% | +7,620+18.7% | Added |
| Signaturefd, LLC | 48,605 | $1.66M | 0.05% | +1,774+3.8% | Added |
| IVC Wealth Advisors LLC | 48,692 | $1.66M | 1.18% | +481+1.0% | Added |
| Waddell & Associates, LLC | 49,488 | $1.69M | 0.26% | +450+0.9% | Added |
| Jaffetilchin Investment Partners, LLC | 49,506 | $1.69M | 0.19% | +21,819+78.8% | Added |
| Cary Street Partner Investment Advisory LLC | 49,673 | $1.69M | 0.12% | −1,347−2.6% | Reduced |
| Everence Capital Management Inc | 49,760 | $1.70M | 0.14% | 00.0% | Unchanged |
| Holderness Investments Co | 49,932 | $1.70M | 0.68% | +3,696+8.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 50,000 | $1.71M | 0.04% | +50,000 | New |
| Beese Fulmer Investment Management, Inc. | 50,214 | $1.71M | 0.20% | +17,773+54.8% | Added |
| Quadrature Capital Ltd | 50,611 | $1.72M | 0.05% | −182,335−78.3% | Reduced |
| Bard Financial Services, Inc. | 50,930 | $1.74M | 0.14% | +11,250+28.4% | Added |
| Welch & Forbes LLC | 51,013 | $1.74M | 0.03% | −1,086−2.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 51,414 | $1.74M | 0.04% | +38,446+296.5% | Added |
| Argyle Capital Management Inc. | 51,050 | $1.74M | 0.61% | +3,000+6.2% | Added |
| Valley National Advisers Inc | 55,047 | $1.75M | 0.31% | +136+0.2% | Added |
| Equitable Trust Co | 51,502 | $1.76M | 0.14% | −19,218−27.2% | Reduced |
| Rather & Kittrell, Inc. | 51,568 | $1.76M | 0.80% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 58,262 | $1.78M | 0.35% | +58,262 | New |
| Arkadios Wealth Advisors | 52,662 | $1.80M | 0.21% | +8,718+19.8% | Added |
| Pathstone Family Office, LLC | 51,569 | $1.80M | 0.03% | −15,697−23.3% | Reduced |
| Metis Global Partners, LLC | 53,341 | $1.82M | 0.12% | +13,235+33.0% | Added |
| Proquility Private Wealth Partners, LLC | 53,901 | $1.84M | 0.73% | +29,203+118.2% | Added |
| Trilogy Capital Inc. | 53,906 | $1.84M | 0.13% | +53,906 | New |
| Northwest & Ethical Investments L.P. | 54,037 | $1.84M | 0.06% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 54,652 | $1.86M | 0.07% | +54,652 | New |
| Culbertson A N & Co Inc | 55,004 | $1.88M | 0.38% | −4,533−7.6% | Reduced |
| Trustmark National Bank Trust Department | 55,656 | $1.90M | 0.17% | +1,527+2.8% | Added |
| Laurel Wealth Advisors LLC | 55,957 | $1.91M | 0.41% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 56,025 | $1.91M | 0.87% | +3,200+6.1% | Added |
| Citizens Business Bank | 56,152 | $1.91M | 0.44% | −3,074−5.2% | Reduced |
| Guardian Wealth Advisors, LLC | 56,302 | $1.92M | 0.34% | −5,391−8.7% | Reduced |