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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 661 | $22.5K | 0.00% | +22+3.4% | Added |
| WR Wealth Planners, LLC | 607 | $20.7K | 0.01% | +282+86.8% | Added |
| Global Financial Private Client, LLC | 618 | $20.5K | 0.01% | +602+3,762.5% | Added |
| Peoples Financial Services Corp. | 568 | $19.4K | 0.01% | +24+4.4% | Added |
| Richard W. Paul & Associates, LLC | 559 | $19.1K | 0.01% | +97+21.0% | Added |
| Centerpoint Advisors, LLC | 545 | $19.0K | 0.01% | +545 | New |
| Financial Perspectives, Inc | 505 | $17.2K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 491 | $16.7K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 480 | $16.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 473 | $16.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 460 | $16.0K | 0.01% | +5+1.1% | Added |
| Beacon Capital Management, LLC | 455 | $15.5K | 0.00% | −16−3.4% | Reduced |
| Missouri Trust & Investment Co | 454 | $15.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 453 | $15.0K | 0.01% | −97−17.6% | Reduced |
| 25 LLC | 519 | $14.9K | 0.01% | +519 | New |
| Motco | 430 | $14.7K | 0.00% | −102,954−99.6% | Reduced |
| Western Pacific Wealth Management, LP | 428 | $14.6K | 0.01% | −862−66.8% | Reduced |
| Cambridge Trust Co | 400 | $13.6K | 0.00% | +17+4.4% | Added |
| Trifecta Capital Advisors, LLC | 382 | $13.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 380 | $13.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $12.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $12.3K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 348 | $11.9K | 0.01% | +348 | New |
| Baystate Wealth Management LLC | 346 | $11.8K | 0.00% | +4+1.2% | Added |
| GPS Wealth Strategies Group, LLC | 339 | $11.6K | 0.00% | +339 | New |
| Pflug Koory, LLC | 338 | $11.5K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 329 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 324 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 320 | $11.0K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 320 | $11.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 318 | $10.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 311 | $10.6K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $10.2K | 0.00% | −200−40.0% | Reduced |
| Centennial Bank | 299 | $10.2K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 294 | $10.0K | 0.00% | +1+0.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 291 | $9.92K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 289 | $9.86K | 0.00% | +34+13.3% | Added |
| Cascade Investment Advisors, Inc. | 277 | $9.45K | 0.01% | +277 | New |
| Schubert & Co | 275 | $9.38K | 0.01% | −15−5.2% | Reduced |
| Morton Brown Family Wealth, LLC | 266 | $9.08K | 0.01% | +3+1.1% | Added |
| Global Trust Asset Management, LLC | 250 | $8.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 248 | $8.46K | 0.00% | −75−23.2% | Reduced |
| Private Ocean, LLC | 248 | $8.44K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 225 | $8.00K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 231 | $7.88K | 0.01% | +231 | New |
| True Wealth Design, LLC | 225 | $7.67K | 0.00% | +225 | New |
| BerganKDV Wealth Management, LLC | 224 | $7.64K | 0.00% | +16+7.7% | Added |
| Accel Wealth Management | 221 | $7.54K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 213 | $7.26K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 212 | $7.23K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 208 | $7.09K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 201 | $7.00K | 0.00% | −7,809−97.5% | Reduced |
| Baker Avenue Asset Management, LP | 200 | $6.82K | 0.00% | −156−43.8% | Reduced |
| SOA Wealth Advisors, LLC. | 200 | $6.82K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 182 | $6.21K | 0.00% | +137+304.4% | Added |
| Tilia Fiduciary Partners, Inc. | 175 | $5.97K | 0.01% | +1+0.6% | Added |
| Pin Oak Investment Advisors Inc | 160 | $5.00K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 136 | $4.62K | 0.00% | +136 | New |
| JFS Wealth Advisors, LLC | 135 | $4.60K | 0.00% | −78−36.6% | Reduced |
| Castleview Partners, LLC | 132 | $4.50K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 119 | $4.06K | 0.00% | +119 | New |
| Front Row Advisors LLC | 111 | $4.00K | 0.00% | −1,542−93.3% | Reduced |
| Sit Investment Associates Inc | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 104 | $4.00K | 0.00% | +104 | New |
| Clean Yield Group | 105 | $3.58K | 0.00% | −383−78.5% | Reduced |
| Ridgewood Investments LLC | 96 | $3.27K | 0.00% | +96 | New |
| PSI Advisors, LLC | 95 | $3.24K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 92 | $3.14K | 0.00% | −16,585−99.4% | Reduced |
| Ofi Invest Asset Management | 103,255 | $3.03K | 0.02% | +103,255 | New |
| Institutional & Family Asset Management, LLC | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 114 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 113 | $3.00K | 0.00% | +37+48.7% | Added |
| Exchange Traded Concepts, LLC | 86 | $2.93K | 0.00% | −874−91.0% | Reduced |
| DT Investment Partners, LLC | 88 | $2.77K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 80 | $2.73K | 0.00% | −338−80.9% | Reduced |
| Lee Financial Co | 80 | $2.73K | 0.00% | +58+263.6% | Added |
| Atlas Capital Advisors LLC | 68 | $2.32K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 63 | $2.16K | 0.00% | +2+3.3% | Added |
| Ancora Advisors, LLC | 60 | $2.05K | 0.00% | −257−81.1% | Reduced |
| Buck Wealth Strategies, LLC | 53 | $1.81K | 0.00% | +53 | New |
| Estabrook Capital Management | 53 | $1.81K | 0.00% | −44−45.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 51 | $1.74K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 47 | $1.60K | 0.00% | +47 | New |
| Focused Wealth Management, Inc | 46 | $1.55K | 0.00% | +1+2.2% | Added |
| TFC Financial Management | 44 | $1.51K | 0.00% | +22+100.0% | Added |
| Disciplined Investments, LLC | 44 | $1.50K | 0.00% | −18−29.0% | Reduced |
| JNBA Financial Advisors | 40 | $1.36K | 0.00% | +40 | New |
| Red Tortoise LLC | 39 | $1.33K | 0.00% | +39 | New |
| SJS Investment Consulting Inc. | 38 | $1.30K | 0.00% | −15−28.3% | Reduced |
| USA Financial Portformulas Corp | 32 | $1.09K | 0.00% | +32 | New |
| Lowe Wealth Advisors, LLC | 30 | $1.02K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 15 | $512 | 0.00% | +15 | New |
| Delos Wealth Advisors, LLC | 10 | $341 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $34 | 0.00% | +1 | New |
| Core Wealth Advisors, Inc. | 1 | $23 | 0.00% | +1 | New |
| Chilton Capital Management LLC | 0 | $16 | 0.00% | 0 | New |
| Steward Financial Group LLC | 19 | $0 | 0.00% | −237−92.6% | Reduced |
| Sofos Investments, Inc. | 34 | – | – | −9−20.9% | Reduced |
| Capital World Investors | 0 | $0 | 0.00% | −2,316,849−100.0% | Sold out |