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 |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 4,198 | $143.2K | 0.09% | +4,198 | New |
| MV Capital Management, Inc. | 4,102 | $139.9K | 0.02% | −72−1.7% | Reduced |
| Prestige Wealth Management Group LLC | 4,090 | $139.5K | 0.04% | +341+9.1% | Added |
| AdvisorNet Financial, Inc | 3,964 | $135.2K | 0.01% | −1,816−31.4% | Reduced |
| Belvedere Trading LLC | 3,963 | $135.1K | 0.06% | +3,963 | New |
| Bollard Group LLC | 3,953 | $135.0K | 0.00% | +44+1.1% | Added |
| Carmichael Hill & Associates, Inc. | 3,918 | $133.6K | 0.07% | +76+2.0% | Added |
| Optimum Investment Advisors | 3,649 | $124.4K | 0.07% | −1,825−33.3% | Reduced |
| United Community Bank | 3,610 | $123.1K | 0.12% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,600 | $122.8K | 0.07% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,556 | $121.3K | 0.03% | +25+0.7% | Added |
| Boyd Watterson Asset Management LLC | 3,517 | $119.9K | 0.05% | +558+18.9% | Added |
| Mechanics Financial Corp | 3,495 | $119.2K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,491 | $119.0K | 0.00% | −236−6.3% | Reduced |
| Clear Street Markets LLC | 3,504 | $119.0K | 0.03% | +2,162+161.1% | Added |
| Hexagon Capital Partners LLC | 3,471 | $118.4K | 0.03% | −1,385−28.5% | Reduced |
| Park Circle Co | 3,430 | $117.0K | 0.11% | +3,430 | New |
| First PREMIER Bank | 3,160 | $108.0K | 0.03% | +1,380+77.5% | Added |
| Washington Trust Advisors, Inc. | 3,166 | $108.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,103 | $105.8K | 0.04% | +93+3.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,100 | $105.7K | 0.09% | +8+0.3% | Added |
| Quent Capital, LLC | 3,086 | $105.2K | 0.02% | −2,779−47.4% | Reduced |
| Glen Eagle Advisors, LLC | 2,943 | $100.4K | 0.03% | −505−14.6% | Reduced |
| Raffa Wealth Management, LLC | 2,874 | $98.0K | 0.04% | +51+1.8% | Added |
| SRS Capital Advisors, Inc. | 2,871 | $97.9K | 0.01% | +6+0.2% | Added |
| Kistler-Tiffany Companies, LLC | 2,848 | $97.1K | 0.02% | +2,715+2,041.4% | Added |
| Crewe Advisors LLC | 2,803 | $95.6K | 0.01% | +98+3.6% | Added |
| Itau Unibanco Holding S.A. | 2,796 | $95.3K | 0.00% | +2,796 | New |
| Gradient Investments LLC | 2,751 | $93.8K | 0.00% | −611−18.2% | Reduced |
| Covestor Ltd | 2,713 | $93.0K | 0.08% | −66−2.4% | Reduced |
| Proffitt & Goodson Inc | 2,720 | $92.8K | 0.02% | −95−3.4% | Reduced |
| Clear Investment Research, LLC | 2,677 | $91.3K | 0.16% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,672 | $91.0K | 0.03% | −351−11.6% | Reduced |
| Loomis Sayles & Co L P | 2,595 | $88.0K | 0.00% | +76+3.0% | Added |
| First Command Bank | 2,535 | $86.4K | 0.01% | −863−25.4% | Reduced |
| First Command Financial Services, Inc. | 2,535 | $86.4K | 0.01% | −863−25.4% | Reduced |
| Gables Capital Management Inc. | 2,531 | $86.3K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,497 | $83.0K | 0.02% | −26−1.0% | Reduced |
| TCI Wealth Advisors, Inc. | 2,285 | $77.9K | 0.01% | +971+73.9% | Added |
| Worth Asset Management, LLC | 2,280 | $77.7K | 0.06% | −2,423−51.5% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $74.2K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,166 | $73.9K | 0.00% | −2,238−50.8% | Reduced |
| Sunbelt Securities, Inc. | 2,167 | $73.3K | 0.01% | +2,167 | New |
| Creative Financial Designs Inc | 2,069 | $70.6K | 0.01% | −124−5.7% | Reduced |
| Wellington Shields Capital Management, LLC | 1,998 | $68.1K | 0.01% | +1,123+128.3% | Added |
| Larson Financial Group LLC | 1,977 | $67.4K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,961 | $66.9K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,945 | $66.3K | 0.04% | +289+17.5% | Added |
| Sutton Wealth Advisors Inc. | 1,901 | $64.8K | 0.03% | −3,167−62.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,873 | $63.9K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,857 | $63.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,846 | $62.9K | 0.02% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 1,816 | $62.0K | 0.04% | +1,816 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,792 | $61.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,789 | $61.0K | 0.01% | −463−20.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,665 | $56.8K | 0.02% | +174+11.7% | Added |
| AllSquare Wealth Management LLC | 1,659 | $56.6K | 0.04% | +46+2.9% | Added |
| Perkins Coie Trust Co | 1,659 | $56.6K | 0.02% | +1,264+320.0% | Added |
| Monetary Management Group Inc | 1,649 | $56.2K | 0.02% | −181−9.9% | Reduced |
| Arrow Financial Corp | 1,625 | $55.4K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,555 | $53.0K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 1,553 | $53.0K | 0.02% | +7+0.5% | Added |
| Farther Finance Advisors, LLC | 1,518 | $51.8K | 0.02% | +199+15.1% | Added |
| Bank of New Hampshire | 1,492 | $50.9K | 0.02% | −1,200−44.6% | Reduced |
| Halpern Financial, Inc. | 1,442 | $49.2K | 0.02% | −90−5.9% | Reduced |
| Macroview Investment Management LLC | 1,391 | $47.4K | 0.08% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,298 | $44.3K | 0.02% | +700+117.1% | Added |
| American State Bank (Iowa) | 1,294 | $44.1K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,293 | $44.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,280 | $44.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,273 | $43.4K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,195 | $40.7K | 0.00% | −2,104−63.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,096 | $37.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,083 | $36.9K | 0.01% | +214+24.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,082 | $36.9K | 0.02% | +323+42.6% | Added |
| Westside Investment Management, Inc. | 1,070 | $36.5K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1,049 | $35.8K | 0.05% | +524+99.8% | Added |
| Armstrong Advisory Group, Inc | 1,036 | $35.3K | 0.00% | +261+33.7% | Added |
| MRP Capital Investments, LLC | 1,000 | $34.1K | 0.04% | +1,000 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,010 | $34.0K | 0.02% | −218−17.8% | Reduced |
| Evolution Advisers, Inc. | 1,009 | $34.0K | 0.02% | −183−15.4% | Reduced |
| CKW Financial Group | 1,000 | $34.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 977 | $33.3K | 0.01% | +2+0.2% | Added |
| Capital Advisors, Ltd. LLC | 959 | $33.0K | 0.01% | −1,304−57.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 960 | $32.8K | 0.00% | −17−1.7% | Reduced |
| Quarry LP | 942 | $32.1K | 0.02% | +942 | New |
| Caldwell Sutter Capital, Inc. | 935 | $31.9K | 0.02% | +935 | New |
| GW&K Investment Management, LLC | 901 | $31.0K | 0.00% | +901 | New |
| Horizons Wealth Management | 853 | $29.1K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 794 | $27.1K | 0.00% | −58−6.8% | Reduced |
| Tradition Wealth Management, LLC | 798 | $27.0K | 0.00% | +23+3.0% | Added |
| First Personal Financial Services | 777 | $26.5K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 775 | $26.0K | 0.01% | +775 | New |
| AXS Investments LLC | 762 | $26.0K | 0.01% | +32+4.4% | Added |
| Earnest Partners LLC | 745 | $25.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 710 | $24.2K | 0.02% | −35−4.7% | Reduced |
| Core Alternative Capital | 704 | $24.0K | 0.00% | +331+88.7% | Added |
| Norwood Financial Corp | 699 | $23.8K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 688 | $23.5K | 0.00% | +548+391.4% | Added |
| Hanson & Doremus Investment Management | 683 | $23.0K | 0.01% | 00.0% | Unchanged |