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 |
|---|---|---|---|---|---|
| Berkshire Asset Management LLC | 10,212 | $348.2K | 0.02% | +10,212 | New |
| Strategic Blueprint, LLC | 10,117 | $345.0K | 0.04% | −2,338−18.8% | Reduced |
| First Commonwealth Financial Corp | 10,080 | $343.7K | 0.12% | −813−7.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 10,064 | $343.2K | 0.03% | −3,511−25.9% | Reduced |
| Hancock Whitney Corp | 10,084 | $342.0K | 0.01% | +654+6.9% | Added |
| American Assets Inc | 10,000 | $341.0K | 0.16% | 00.0% | Unchanged |
| AM Squared Ltd | 10,000 | $341.0K | 0.26% | +600+6.4% | Added |
| Chiron Capital Management, LLC | 10,000 | $341.0K | 0.24% | +3,800+61.3% | Added |
| Venator Management LLC | 10,000 | $341.0K | 0.14% | +10,000 | New |
| Guyasuta Investment Advisors Inc | 9,942 | $339.0K | 0.03% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 9,918 | $338.2K | 0.08% | −250−2.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,875 | $336.7K | 0.05% | −690−6.5% | Reduced |
| Grey Street Capital, LLC | 9,800 | $334.2K | 0.24% | +9,800 | New |
| Evercore Wealth Management, LLC | 9,794 | $334.0K | 0.01% | +4,031+69.9% | Added |
| Canandaigua National Bank & Trust Co | 9,761 | $333.0K | 0.06% | +9,761 | New |
| 1st Source Bank | 9,724 | $331.6K | 0.02% | −456−4.5% | Reduced |
| V Wealth Advisors LLC | 9,713 | $331.2K | 0.06% | −656−6.3% | Reduced |
| Abacus Planning Group, Inc. | 9,707 | $331.0K | 0.09% | +1,926+24.8% | Added |
| Burke & Herbert Bank & Trust Co | 9,667 | $329.6K | 0.24% | 00.0% | Unchanged |
| David Loasby | 10,039 | $328.7K | 0.04% | +4,001+66.3% | Added |
| Gratus Capital LLC | 9,633 | $328.5K | 0.03% | −111−1.1% | Reduced |
| BDO Wealth Advisors, LLC | 9,630 | $328.4K | 0.04% | −558−5.5% | Reduced |
| Alliance Wealth Advisors, LLC | 9,623 | $328.2K | 0.13% | +812+9.2% | Added |
| Beverly Hills Private Wealth, LLC | 9,593 | $327.1K | 0.10% | +1,875+24.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,571 | $326.0K | 0.04% | −1,500−13.5% | Reduced |
| Insigneo Advisory Services, LLC | 9,540 | $325.3K | 0.10% | +2,890+43.5% | Added |
| Essex Savings Bank | 9,509 | $324.2K | 0.11% | −440−4.4% | Reduced |
| Shelton Capital Management | 9,505 | $324.1K | 0.01% | +1,034+12.2% | Added |
| Summit Asset Management, LLC | 9,448 | $322.2K | 0.09% | −89−0.9% | Reduced |
| Southeast Asset Advisors Inc. | 9,446 | $322.1K | 0.05% | +30.0% | Added |
| Peoples Bank | 9,417 | $321.1K | 0.21% | −200−2.1% | Reduced |
| Ferguson Shapiro LLC | 9,355 | $319.0K | 0.27% | 00.0% | Unchanged |
| Everett Harris & Co | 9,351 | $318.9K | 0.01% | 00.0% | Unchanged |
| RMR Wealth Builders | 9,325 | $318.0K | 0.06% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 9,308 | $317.4K | 0.06% | +8+0.1% | Added |
| Fiducient Advisors LLC | 9,242 | $315.2K | 0.10% | +31+0.3% | Added |
| Alliance Wealth Advisors, LLC | 9,215 | $314.2K | 0.24% | +1,371+17.5% | Added |
| Alpha Financial Partners, LLC | 9,211 | $314.1K | 0.35% | +9,211 | New |
| Sigma Planning Corp | 9,178 | $313.0K | 0.01% | +881+10.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,159 | $312.3K | 0.05% | +609+7.1% | Added |
| KC Investment Advisors, LLC | 9,141 | $312.0K | 0.29% | +1,139+14.2% | Added |
| Thrive Capital Management, LLC | 9,206 | $311.6K | 0.20% | +1,566+20.5% | Added |
| Heron Financial Group, LLC | 9,128 | $311.3K | 0.17% | +9,128 | New |
| Parthenon LLC | 9,112 | $310.7K | 0.05% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 9,047 | $309.0K | 0.14% | 00.0% | Unchanged |
| Rollins Financial | 9,051 | $308.6K | 0.10% | +622+7.4% | Added |
| Curi Capital | 8,949 | $305.2K | 0.04% | −35,284−79.8% | Reduced |
| Evermay Wealth Management LLC | 8,895 | $303.3K | 0.06% | −1,378−13.4% | Reduced |
| Northern Financial Advisors Inc | 8,895 | $303.3K | 0.29% | −613−6.4% | Reduced |
| Sentry Investment Management LLC | 8,899 | $303.0K | 0.12% | +4,187+88.9% | Added |
| Pinnacle Holdings, LLC | 8,867 | $302.4K | 0.14% | +1,724+24.1% | Added |
| Conning Inc. | 8,845 | $301.6K | 0.01% | −65−0.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 8,842 | $301.5K | 0.02% | 00.0% | Unchanged |
| Private Capital Management, LLC | 8,800 | $300.1K | 0.04% | +300+3.5% | Added |
| Perigon Wealth Management, LLC | 8,786 | $299.6K | 0.02% | +696+8.6% | Added |
| Wealthfront Advisers LLC | 8,782 | $299.5K | 0.00% | −86,502−90.8% | Reduced |
| MAI Capital Management | 8,756 | $298.6K | 0.00% | −2,450−21.9% | Reduced |
| Mill Capital Management, LLC | 8,719 | $297.3K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,689 | $296.3K | 0.07% | −1,187−12.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,675 | $295.8K | 0.03% | −886−9.3% | Reduced |
| Cim Investment Mangement Inc | 8,614 | $293.7K | 0.11% | +460+5.6% | Added |
| Birmingham Capital Management Co Inc | 8,544 | $291.4K | 0.12% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 8,516 | $290.0K | 0.10% | +2,000+30.7% | Added |
| Fortis Advisors, LLC | 8,456 | $288.3K | 0.19% | +8+0.1% | Added |
| Enterprise Financial Services Corp | 8,452 | $288.2K | 0.19% | −868−9.3% | Reduced |
| Nwam LLC | 8,377 | $285.7K | 0.03% | −707−7.8% | Reduced |
| Renasant Bank | 8,354 | $284.9K | 0.22% | +451+5.7% | Added |
| Petrus Trust Company, LTA | 8,317 | $283.6K | 0.03% | +8,317 | New |
| Peachtree Investment Partners, LLC | 8,298 | $283.0K | 0.18% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,249 | $281.3K | 0.05% | −24−0.3% | Reduced |
| NewSquare Capital LLC | 8,240 | $281.0K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 8,226 | $280.5K | 0.01% | +1,356+19.7% | Added |
| 1832 Asset Management L.P. | 8,155 | $278.1K | 0.00% | −132,720−94.2% | Reduced |
| Centennial Wealth Advisory LLC | 8,059 | $274.8K | 0.15% | +8,059 | New |
| Kovack Advisors, Inc. | 8,023 | $273.6K | 0.04% | −919−10.3% | Reduced |
| Wagner Wealth Management, LLC | 8,019 | $273.4K | 0.12% | +18+0.2% | Added |
| Cito Capital Group, LLC | 8,000 | $273.0K | 0.14% | +8,000 | New |
| Compagnie Lombard Odier SCmA | 8,000 | $272.8K | 0.01% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 8,000 | $272.8K | 0.02% | +8,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 7,987 | $272.4K | 0.00% | −31,135−79.6% | Reduced |
| Busey Wealth Management | 7,957 | $271.3K | 0.01% | −2,048−20.5% | Reduced |
| Merit Financial Group, LLC | 7,953 | $271.2K | 0.01% | −3,257−29.1% | Reduced |
| Power Corp of Canada | 8,176 | $268.9K | 0.03% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 7,840 | $267.3K | 0.04% | +98+1.3% | Added |
| RFP Financial Group LLC | 7,697 | $262.5K | 0.30% | −26,454−77.5% | Reduced |
| Cypress Wealth Services, LLC | 7,676 | $261.8K | 0.08% | −654−7.9% | Reduced |
| Advisory Alpha, LLC | 7,670 | $261.5K | 0.02% | −80−1.0% | Reduced |
| Systematic Financial Management LP | 7,659 | $261.2K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 7,658 | $261.1K | 0.00% | −35,171−82.1% | Reduced |
| Silver Oak Securities, Inc | 7,644 | $261.0K | 0.04% | +703+10.1% | Added |
| Main Street Financial Solutions, LLC | 7,637 | $260.4K | 0.04% | +68+0.9% | Added |
| Madison Wealth Management | 7,629 | $260.1K | 0.06% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,820 | $259.4K | 0.03% | +7,820 | New |
| Gateway Investment Advisers LLC | 7,598 | $259.1K | 0.00% | −318−4.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,548 | $257.4K | 0.03% | −6,429−46.0% | Reduced |
| Eads & Heald Wealth Management | 7,496 | $256.0K | 0.13% | −6,144−45.0% | Reduced |
| Empowered Funds, LLC | 7,493 | $255.5K | 0.02% | +1,970+35.7% | Added |
| Fulton Breakefield Broenniman LLC | 7,481 | $255.1K | 0.02% | −858−10.3% | Reduced |
| Formidable Asset Management, LLC | 7,635 | $255.0K | 0.05% | +828+12.2% | Added |
| Taylor Hoffman Wealth Management | 7,475 | $254.9K | 0.14% | +1,415+23.3% | Added |