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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 7,406 | $252.5K | 0.03% | −810−9.9% | Reduced |
| Davis R M Inc | 7,390 | $252.0K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,398 | $252.0K | 0.01% | +13+0.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,379 | $251.6K | 0.02% | +1,024+16.1% | Added |
| 1620 Investment Advisors, Inc. | 7,335 | $250.1K | 0.30% | +208+2.9% | Added |
| Washington Capital Management Inc | 7,321 | $249.6K | 0.22% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 7,300 | $248.9K | 0.07% | +1,041+16.6% | Added |
| Morris Financial Concepts, Inc. | 7,294 | $248.7K | 0.18% | +2,541+53.5% | Added |
| Flagship Harbor Advisors, LLC | 7,288 | $248.5K | 0.02% | +223+3.2% | Added |
| Family Legacy, Inc. | 7,235 | $246.7K | 0.11% | +555+8.3% | Added |
| Day & Ennis, LLC | 7,214 | $246.0K | 0.09% | −237−3.2% | Reduced |
| Segall Bryant & Hamill, LLC | 7,190 | $245.0K | 0.00% | −823−10.3% | Reduced |
| Fortress Wealth Group, LLC | 7,171 | $244.5K | 0.18% | −4,371−37.9% | Reduced |
| Centiva Capital, LP | 7,169 | $244.5K | 0.01% | −28,144−79.7% | Reduced |
| Kingfisher Capital LLC | 7,168 | $244.4K | 0.06% | −826−10.3% | Reduced |
| Evergreen Capital Management LLC | 7,150 | $243.8K | 0.01% | −6,443−47.4% | Reduced |
| Lafayette Investments, Inc. | 7,145 | $243.6K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,208 | $241.2K | 0.01% | −18,281−71.7% | Reduced |
| Eudaimonia Partners, LLC | 7,072 | $241.2K | 0.06% | −903−11.3% | Reduced |
| Occidental Asset Management, LLC | 7,067 | $241.0K | 0.06% | −250−3.4% | Reduced |
| Calton & Associates, Inc. | 7,056 | $240.6K | 0.11% | −833−10.6% | Reduced |
| Naples Global Advisors, LLC | 7,043 | $240.2K | 0.03% | −708−9.1% | Reduced |
| Meridian Financial Partners LLC | 7,101 | $240.0K | 0.27% | +536+8.2% | Added |
| New Republic Capital, LLC | 7,011 | $239.1K | 0.18% | +2,141+44.0% | Added |
| Levin Capital Strategies, L.P. | 7,000 | $238.7K | 0.03% | +7,000 | New |
| Black Maple Capital Management LP | 7,000 | $238.7K | 0.30% | +7,000 | New |
| Parallel Advisors, LLC | 6,943 | $236.8K | 0.01% | −680−8.9% | Reduced |
| Acadian Asset Management LLC | 6,959 | $236.0K | 0.00% | −21,536−75.6% | Reduced |
| Two Sigma Securities, LLC | 6,894 | $235.1K | 0.02% | −3,347−32.7% | Reduced |
| Resurgent Financial Advisors LLC | 6,891 | $235.0K | 0.16% | −5,039−42.2% | Reduced |
| Rock Point Advisors, LLC | 6,850 | $234.0K | 0.08% | −200−2.8% | Reduced |
| Tobam | 6,867 | $234.0K | 0.02% | 00.0% | Unchanged |
| Shayne & Co., LLC | 6,804 | $232.0K | 0.13% | −4,380−39.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 6,804 | $232.0K | 0.00% | −2,277−25.1% | Reduced |
| Vise Technologies, Inc. | 6,796 | $231.8K | 0.06% | −1,453−17.6% | Reduced |
| Aldebaran Financial Inc. | 6,780 | $231.2K | 0.31% | +6,780 | New |
| Heartwood Wealth Advisors LLC | 6,776 | $231.1K | 0.03% | +6,776 | New |
| Samalin Investment Counsel, LLC | 6,756 | $230.4K | 0.14% | +1,423+26.7% | Added |
| Community Bank & Trust, Waco, Texas | 6,747 | $230.0K | 0.07% | +128+1.9% | Added |
| RSM US Wealth Management LLC | 6,729 | $229.5K | 0.01% | +6,729 | New |
| Mendel Money Management | 6,729 | $229.5K | 0.12% | +35+0.5% | Added |
| Romano Brothers and Company | 6,653 | $226.9K | 0.04% | −510−7.1% | Reduced |
| Parkside Financial Bank & Trust | 6,607 | $225.3K | 0.06% | −146−2.2% | Reduced |
| Bristlecone Advisors, LLC | 6,602 | $225.1K | 0.02% | −647−8.9% | Reduced |
| Fisher Asset Management, LLC | 6,591 | $224.8K | 0.00% | −7,227−52.3% | Reduced |
| Baldwin Brothers Inc | 6,556 | $223.6K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6,521 | $222.4K | 0.05% | −1,030−13.6% | Reduced |
| High Net Worth Advisory Group LLC | 6,516 | $222.2K | 0.09% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6,508 | $221.9K | 0.02% | +2,646+68.5% | Added |
| CVA Family Office, LLC | 6,480 | $221.0K | 0.05% | +2,095+47.8% | Added |
| Augustine Asset Management Inc | 6,477 | $220.9K | 0.11% | +272+4.4% | Added |
| Stewardship Advisors, LLC | 6,475 | $220.8K | 0.08% | +1,566+31.9% | Added |
| Sage Mountain Advisors LLC | 6,466 | $220.5K | 0.04% | −520−7.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,450 | $220.0K | 0.18% | −458−6.6% | Reduced |
| Abn Amro Investment Solutions | 6,443 | $219.7K | 0.00% | +6,443 | New |
| Empower Advisory Group, LLC | 6,582 | $218.1K | 0.00% | +6,582 | New |
| Ameritas Advisory Services, LLC | 6,461 | $217.9K | 0.01% | −1,754−21.4% | Reduced |
| Emfo, LLC | 6,315 | $215.3K | 0.20% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 6,305 | $215.0K | 0.18% | −189−2.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,298 | $214.8K | 0.00% | +301+5.0% | Added |
| TrueWealth Advisors, LLC | 6,294 | $214.6K | 0.09% | −2,088−24.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,273 | $213.9K | 0.02% | −3,295−34.4% | Reduced |
| Veracity Capital LLC | 6,255 | $213.3K | 0.10% | −263−4.0% | Reduced |
| Annapolis Financial Services, LLC | 6,215 | $211.9K | 0.06% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 6,180 | $210.8K | 0.05% | −41−0.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,172 | $210.5K | 0.10% | 00.0% | Unchanged |
| Proequities, Inc. | 6,164 | $210.2K | 0.02% | −4,331−41.3% | Reduced |
| Wallace Advisory Group, LLC | 6,164 | $210.2K | 0.16% | +6,164 | New |
| Aspire Private Capital, LLC | 6,120 | $208.7K | 0.07% | +3,140+105.4% | Added |
| RiverFront Investment Group, LLC | 6,113 | $208.5K | 0.01% | +6,113 | New |
| Capital Square, LLC | 6,364 | $208.4K | 0.19% | +540+9.3% | Added |
| Western Wealth Management, LLC | 6,110 | $208.4K | 0.02% | +11+0.2% | Added |
| Lindbrook Capital, LLC | 6,106 | $208.2K | 0.02% | −1,516−19.9% | Reduced |
| Washington Trust Bank | 6,045 | $206.1K | 0.02% | +534+9.7% | Added |
| Gladstone Institutional Advisory LLC | 6,017 | $205.2K | 0.01% | −67−1.1% | Reduced |
| Golden Green, Inc. | 6,012 | $205.0K | 0.24% | +6,012 | New |
| AlphaMark Advisors, LLC | 6,010 | $205.0K | 0.09% | +708+13.4% | Added |
| Quadrant Private Wealth Management, LLC | 5,999 | $204.6K | 0.06% | −950−13.7% | Reduced |
| Dakota Community Bank & Trust NA | 5,966 | $203.4K | 1.26% | +1,411+31.0% | Added |
| Roman Butler Fullerton & Co | 6,662 | $202.7K | 0.10% | +6,662 | New |
| Tompkins Financial Corp | 5,680 | $193.7K | 0.03% | +2,600+84.4% | Added |
| HHM Wealth Advisors, LLC | 5,527 | $188.5K | 0.04% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 5,521 | $188.3K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 5,510 | $187.8K | 0.03% | −163−2.9% | Reduced |
| Hartford Financial Management Inc. | 5,468 | $186.5K | 0.05% | −81−1.5% | Reduced |
| Oakworth Capital, Inc. | 5,337 | $182.0K | 0.02% | +301+6.0% | Added |
| Financial Management Professionals, Inc. | 5,118 | $175.0K | 0.03% | +4,593+874.9% | Added |
| Toth Financial Advisory Corp | 5,056 | $172.4K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,979 | $169.8K | 0.01% | −297−5.6% | Reduced |
| Exos TFP Holdings LLC | 4,971 | $169.5K | 0.04% | +2,133+75.2% | Added |
| Kapitalo Investimentos Ltda | 4,893 | $166.9K | 0.06% | +4,893 | New |
| Riverview Trust Co | 4,770 | $162.7K | 0.15% | −123−2.5% | Reduced |
| Manchester Capital Management LLC | 4,628 | $157.8K | 0.02% | +2,000+76.1% | Added |
| Vigilant Capital Management, LLC | 4,613 | $157.0K | 0.01% | −2,407−34.3% | Reduced |
| TD Waterhouse Canada Inc. | 4,606 | $155.6K | 0.00% | +79+1.7% | Added |
| Glassman Wealth Services | 4,561 | $155.5K | 0.03% | −29−0.6% | Reduced |
| Carderock Capital Management Inc | 4,537 | $154.7K | 0.05% | +4,537 | New |
| Wellington Shields & Co., LLC | 4,405 | $150.2K | 0.03% | −50−1.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,338 | $148.0K | 0.01% | +2,535+140.6% | Added |
| Arlington Partners LLC | 4,274 | $145.7K | 0.02% | +37+0.9% | Added |