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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 13,701 | $467.2K | 0.05% | +1,454+11.9% | Added |
| Caldwell Trust Co | 13,638 | $465.1K | 0.06% | +192+1.4% | Added |
| Vectors Research Management, LLC | 13,622 | $465.0K | 0.12% | −714−5.0% | Reduced |
| Brady Family Wealth, LLC | 13,607 | $464.0K | 0.18% | +1,591+13.2% | Added |
| Echo Street Capital Management LLC | 13,533 | $461.5K | 0.00% | −3,538−20.7% | Reduced |
| Smithfield Trust Co | 13,368 | $455.0K | 0.03% | +6,103+84.0% | Added |
| Coldstream Capital Management Inc | 13,248 | $451.8K | 0.02% | −534−3.9% | Reduced |
| Islay Capital Management, LLC | 13,175 | $449.3K | 0.44% | +3,649+38.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $447.5K | 0.17% | 00.0% | Unchanged |
| Lindenwold Advisors | 13,072 | $445.8K | 0.28% | −160−1.2% | 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 |
| Boston Private Wealth LLC | 12,939 | $441.2K | 0.01% | −5,902−31.3% | Reduced |
| Outlook Wealth Advisors, LLC | 12,922 | $440.6K | 0.20% | +401+3.2% | Added |
| Colonial River Wealth Management, LLC | 12,917 | $440.5K | 0.26% | −363−2.7% | Reduced |
| Register Financial Advisors LLC | 12,857 | $438.5K | 0.34% | +1,215+10.4% | Added |
| Opus Capital Group, LLC | 12,843 | $438.0K | 0.08% | −145−1.1% | Reduced |
| 3Chopt Investment Partners, LLC | 12,758 | $435.0K | 0.23% | +98+0.8% | Added |
| Lake Street Advisors Group, LLC | 12,763 | $435.0K | 0.03% | +639+5.3% | Added |
| Hill Investment Group Partners, LLC | 12,620 | $430.3K | 0.08% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12,618 | $430.3K | 0.03% | −1,552−11.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 12,505 | $426.4K | 0.15% | −7,738−38.2% | Reduced |
| Citizens Financial Group Inc | 12,413 | $423.3K | 0.02% | −158−1.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,389 | $422.5K | 0.00% | +5,871+90.1% | Added |
| FSB Premier Wealth Management, Inc. | 12,369 | $421.8K | 0.23% | +3,730+43.2% | Added |
| Rehmann Capital Advisory Group | 12,311 | $419.8K | 0.04% | +371+3.1% | Added |
| HNP Capital LLC | 12,311 | $419.8K | 0.12% | −628−4.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,302 | $419.5K | 0.05% | +2,765+29.0% | Added |
| Successful Portfolios LLC | 12,280 | $418.7K | 0.26% | −100−0.8% | Reduced |
| Tradewinds, LLC. | 12,262 | $418.1K | 0.25% | +12,262 | New |
| AIA Group Ltd | 12,251 | $417.8K | 0.02% | −2,471−16.8% | Reduced |
| Financial Advocates Investment Management | 12,246 | $417.6K | 0.03% | +3,175+35.0% | Added |
| WBH Advisory Inc | 12,245 | $417.6K | 0.05% | +12,245 | New |
| Exencial Wealth Advisors, LLC | 12,242 | $417.5K | 0.02% | −688−5.3% | Reduced |
| New Hampshire Trust | 12,233 | $417.1K | 0.11% | +798+7.0% | Added |
| Ogorek Anthony Joseph | 12,231 | $417.0K | 0.17% | +138+1.1% | Added |
| NBT Bank N A | 12,188 | $415.6K | 0.06% | +1,175+10.7% | Added |
| Thrive Wealth Management, LLC | 12,172 | $415.1K | 0.11% | +5,719+88.6% | Added |
| Callan Family Office, LLC | 12,078 | $411.9K | 0.10% | +12,078 | New |
| Cobblestone Capital Advisors LLC | 12,019 | $409.9K | 0.03% | +1,201+11.1% | Added |
| Checchi Capital Advisers, LLC | 12,017 | $409.8K | 0.04% | −1,764−12.8% | Reduced |
| HBK Sorce Advisory LLC | 11,987 | $408.7K | 0.02% | −6,867−36.4% | Reduced |
| Forum Financial Management, LP | 11,940 | $407.2K | 0.01% | −2,571−17.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 11,934 | $407.0K | 0.03% | +206+1.8% | Added |
| KCM Investment Advisors LLC | 11,910 | $406.1K | 0.02% | +28+0.2% | Added |
| Pathway Financial Advisors LLC | 11,864 | $404.6K | 0.14% | 00.0% | Unchanged |
| Clarius Group, LLC | 11,813 | $402.8K | 0.03% | −2,851−19.4% | Reduced |
| Forbes Financial Planning, Inc. | 11,800 | $402.4K | 0.40% | 00.0% | Unchanged |
| Simmons Bank | 11,740 | $400.3K | 0.03% | −13,113−52.8% | Reduced |
| Radnor Capital Management, LLC | 11,712 | $399.0K | 0.10% | −94−0.8% | Reduced |
| Sculati Wealth Management, LLC | 11,659 | $397.6K | 0.21% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 11,629 | $397.0K | 0.01% | −8,747−42.9% | Reduced |
| Valmark Advisers, Inc. | 11,628 | $396.5K | 0.01% | +121+1.1% | Added |
| Lumature Wealth Partners, LLC | 11,485 | $391.6K | 0.22% | +10.0% | Added |
| Farmers Trust Co | 11,482 | $391.5K | 0.09% | −23−0.2% | 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 |
| Balentine LLC | 11,464 | $390.9K | 0.01% | −2,915−20.3% | Reduced |
| Grant/GrossMendelsohn, LLC | 11,410 | $389.0K | 0.22% | +19+0.2% | Added |
| Stone Point Wealth LLC | 11,400 | $388.7K | 0.17% | −382−3.2% | Reduced |
| Phillips Wealth Planners LLC | 12,307 | $387.9K | 0.51% | −8,445−40.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 11,459 | $387.9K | 0.39% | +11,459 | New |
| Aprio Wealth Management, LLC | 11,355 | $387.2K | 0.12% | −9,173−44.7% | Reduced |
| EverSource Wealth Advisors, LLC | 11,306 | $385.6K | 0.05% | +472+4.4% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,282 | $384.7K | 0.00% | +365+3.3% | Added |
| Prelude Capital Management, LLC | 11,256 | $383.8K | 0.03% | −2,827−20.1% | Reduced |
| Carolinas Wealth Consulting LLC | 11,244 | $383.4K | 0.08% | +1,102+10.9% | Added |
| Biltmore Family Office, LLC | 11,166 | $380.8K | 0.08% | +278+2.6% | Added |
| BIP Wealth, LLC | 11,097 | $378.4K | 0.04% | +11,097 | New |
| WealthPLAN Partners, LLC | 11,033 | $376.2K | 0.04% | −5,644−33.8% | Reduced |
| WealthTrust Axiom LLC | 10,924 | $372.5K | 0.13% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 10,910 | $372.0K | 0.02% | −14,721−57.4% | Reduced |
| Asset Dedication, LLC | 10,854 | $370.0K | 0.03% | −629−5.5% | Reduced |
| Legacy Capital Group California, Inc. | 10,822 | $369.0K | 0.18% | +10,822 | New |
| 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 |
| NorthRock Partners, LLC | 10,787 | $367.8K | 0.04% | −451−4.0% | Reduced |
| V-Square Quantitative Management LLC | 10,660 | $363.5K | 0.34% | +10,660 | New |
| Altus Wealth Group LLC | 10,625 | $362.3K | 0.24% | −369−3.4% | Reduced |
| Bartlett & Co. LLC | 10,613 | $362.0K | 0.01% | +1,550+17.1% | Added |
| Legacy Wealth Asset Management, LLC | 10,615 | $362.0K | 0.13% | +119+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 10,613 | $361.9K | 0.01% | +1,550+17.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 10,582 | $360.8K | 0.20% | +5,165+95.3% | Added |
| Aspiriant, LLC | 10,569 | $360.4K | 0.02% | +180+1.7% | Added |
| Summit Trail Advisors, LLC | 10,568 | $360.4K | 0.01% | +1,624+18.2% | Added |
| Cassaday & Co Wealth Management LLC | 10,548 | $359.7K | 0.02% | +4,653+78.9% | Added |
| Nicolet Bankshares Inc | 22,358 | $359.2K | 0.12% | +2,875+14.8% | Added |
| Quantinno Capital Management LP | 10,539 | $359.0K | 0.02% | −12,866−55.0% | Reduced |
| Good Life Advisors, LLC | 10,507 | $358.3K | 0.05% | +844+8.7% | Added |
| Boltwood Capital Management | 10,505 | $358.2K | 0.13% | +3,105+42.0% | Added |
| Eagle Harbor Asset Management Inc | 10,456 | $356.6K | 0.48% | −3,203−23.4% | Reduced |
| Triad Financial Advisors, Inc. | 10,421 | $355.3K | 0.15% | +143+1.4% | Added |
| Keel Point, LLC | 10,366 | $353.5K | 0.05% | −1,069−9.3% | Reduced |
| Continuum Advisory, LLC | 10,362 | $353.4K | 0.06% | +765+8.0% | Added |
| Capital City Trust Co | 10,303 | $351.3K | 0.11% | +1,128+12.3% | Added |
| Verum Partners LLC | 10,286 | $350.8K | 0.37% | −1,339−11.5% | Reduced |
| ForthRight Wealth Management, LLC | 10,270 | $350.2K | 0.16% | +307+3.1% | Added |
| Symmetry Partners, LLC | 10,267 | $350.0K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 10,237 | $349.1K | 0.25% | +11+0.1% | Added |