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 |
|---|---|---|---|---|---|
| Nicholas Company, Inc. | 907,375 | $30.9M | 0.63% | +179,575+24.7% | Added |
| Captrust Financial Advisors | 902,066 | $30.8M | 0.14% | −12,935−1.4% | Reduced |
| Morningstar Investment Services LLC | 903,926 | $30.7M | 0.41% | +51,126+6.0% | Added |
| Welch Group, LLC | 886,564 | $30.2M | 1.76% | +117,421+15.3% | Added |
| Royal London Asset Management Ltd | 864,534 | $29.5M | 0.12% | −18,894−2.1% | Reduced |
| Voloridge Investment Management, LLC | 860,436 | $29.3M | 0.15% | −1,665,185−65.9% | Reduced |
| KBC Group NV | 847,581 | $28.9M | 0.12% | +277,703+48.7% | Added |
| Susquehanna Fundamental Investments, LLC | 847,536 | $28.9M | 0.67% | 00.0% | Unchanged |
| Aviva PLC | 844,956 | $28.8M | 0.13% | +143,969+20.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 843,092 | $28.7M | 0.11% | +8,469+1.0% | Added |
| Susquehanna International Group, LLP | 841,122 | $28.7M | 0.04% | +280,043+49.9% | Added |
| Canada Pension Plan Investment Board | 839,514 | $28.6M | 0.05% | −779,588−48.1% | Reduced |
| National Bank of Canada | 832,188 | $28.5M | 0.08% | +760,726+1,064.5% | Added |
| Swedbank AB | 834,011 | $28.4M | 0.06% | −4,988−0.6% | Reduced |
| Brookfield Asset Management Inc. | 830,884 | $28.3M | 0.11% | +132,949+19.0% | Added |
| STRS Ohio | 817,393 | $27.9M | 0.12% | +14,752+1.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 799,982 | $27.3M | 0.07% | −35,660−4.3% | Reduced |
| Jane Street Group, LLC | 795,077 | $27.1M | 0.05% | +292,406+58.2% | Added |
| Kornitzer Capital Management Inc | 785,260 | $26.8M | 0.53% | +22,914+3.0% | Added |
| Walleye Capital LLC | 784,145 | $26.7M | 0.54% | +784,145 | New |
| Public Employees Retirement System of Ohio | 782,673 | $26.7M | 0.11% | −17,533−2.2% | Reduced |
| State of New Jersey Common Pension Fund D | 768,944 | $26.2M | 0.09% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 763,387 | $26.0M | 0.07% | +55,884+7.9% | Added |
| Storebrand Asset Management AS | 745,062 | $25.4M | 0.13% | +6,664+0.9% | Added |
| Man Group plc | – | $24.6M | 0.09% | – | – |
| Raymond James Financial Services Advisors, Inc. | 718,590 | $24.5M | 0.05% | +60,281+9.2% | Added |
| State of Wisconsin Investment Board | 703,318 | $24.0M | 0.07% | +4,625+0.7% | Added |
| Mariner, LLC | 697,427 | $23.8M | 0.07% | +15,016+2.2% | Added |
| Gillespie Robinson & Grimm Inc | 690,314 | $23.5M | 2.29% | +14,165+2.1% | Added |
| Vaughan David Investments LLC | 686,160 | $23.4M | 0.71% | +9,748+1.4% | Added |
| Deprince Race & Zollo Inc | 669,650 | $22.8M | 0.53% | +204,827+44.1% | Added |
| PM Capital Ltd | 665,781 | $22.7M | 4.72% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 659,500 | $22.5M | 0.23% | +25,300+4.0% | Added |
| State of Tennessee, Treasury Department | 655,101 | $22.3M | 0.10% | −65,242−9.1% | Reduced |
| Rafferty Asset Management, LLC | 653,476 | $22.3M | 0.15% | +93,244+16.6% | Added |
| Pictet Asset Management SA | 650,366 | $22.2M | 0.03% | −2,321−0.4% | Reduced |
| River Road Asset Management, LLC | 642,516 | $21.9M | 0.30% | +142,267+28.4% | Added |
| Toronto Dominion Bank | 640,407 | $21.8M | 0.04% | −54,652−7.9% | Reduced |
| Alps Advisors Inc | 635,490 | $21.7M | 0.19% | +30,473+5.0% | Added |
| Great Lakes Advisors, LLC | 628,191 | $21.4M | 0.19% | +454,548+261.8% | Added |
| Schonfeld Strategic Advisors LLC | 613,700 | $20.9M | 0.20% | −255,758−29.4% | Reduced |
| Treasurer of the State of North Carolina | 600,315 | $20.5M | 0.12% | +3,740+0.6% | Added |
| Thomasville National Bank | 588,471 | $20.1M | 2.07% | +117,463+24.9% | Added |
| Natixis | 585,134 | $20.0M | 0.18% | −1,003,812−63.2% | Reduced |
| Cubist Systematic Strategies, LLC | 581,991 | $19.8M | 0.19% | +345,778+146.4% | Added |
| Professional Advisory Services Inc | 571,574 | $19.5M | 3.04% | +89,061+18.5% | Added |
| Cantor Fitzgerald, L. P. | 567,100 | $19.3M | 0.41% | +47,105+9.1% | Added |
| TD Asset Management Inc | 566,924 | $19.3M | 0.02% | −47,429−7.7% | Reduced |
| South Dakota Investment Council | 558,953 | $19.1M | 0.41% | +129,000+30.0% | Added |
| Commonwealth Equity Services, LLC | 553,566 | $18.9M | 0.04% | +53,988+10.8% | Added |
| Asset Management One Co.,Ltd. | 539,722 | $18.4M | 0.08% | −30,987−5.4% | Reduced |
| King Luther Capital Management Corp | 537,266 | $18.3M | 0.10% | −403,656−42.9% | Reduced |
| Commerce Bank | 506,212 | $17.3M | 0.14% | −624,405−55.2% | Reduced |
| Renaissance Technologies LLC | 505,742 | $17.2M | 0.02% | −126,175−20.0% | Reduced |
| Korea Investment CORP | 505,439 | $17.2M | 0.05% | −532,303−51.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 495,185 | $16.9M | 0.02% | +311,419+169.5% | Added |
| Easterly Investment Partners LLC | 489,202 | $16.7M | 1.47% | −248,456−33.7% | Reduced |
| Ensign Peak Advisors, Inc | 487,525 | $16.6M | 0.04% | −1,545,458−76.0% | Reduced |
| Pinebridge Investments, L.P. | 485,589 | $16.6M | 0.19% | −118,366−19.6% | Reduced |
| Algebris (UK) Ltd | 483,844 | $16.6M | 6.66% | +483,844 | New |
| Cerity Partners LLC | 497,776 | $16.4M | 0.08% | −101,115−16.9% | Reduced |
| Logan Capital Management Inc | 476,652 | $16.3M | 0.79% | +59,218+14.2% | Added |
| Nisa Investment Advisors, LLC | 472,546 | $16.1M | 0.13% | −83,952−15.1% | Reduced |
| Brown Advisory Inc | 470,772 | $16.1M | 0.03% | +282,360+149.9% | Added |
| Montgomery Investment Management Inc | 469,370 | $16.0M | 5.66% | −1600.0% | Reduced |
| Advisor Group Holdings, Inc. | 466,377 | $15.9M | 0.03% | +20,039+4.5% | Added |
| Allianz Asset Management GmbH | 464,922 | $15.9M | 0.03% | +309,545+199.2% | Added |
| AE Wealth Management LLC | 449,577 | $15.3M | 0.10% | +379,301+539.7% | Added |
| American International Group, Inc. | 439,685 | $15.0M | 0.10% | +1,307+0.3% | Added |
| Financial Counselors Inc | 436,473 | $14.9M | 0.32% | +27,442+6.7% | Added |
| Mackenzie Financial Corp | 434,415 | $14.8M | 0.02% | +36,899+9.3% | Added |
| Brandes Investment Partners, LP | 432,639 | $14.8M | 0.31% | −826,965−65.7% | Reduced |
| Davenport & Co LLC | 428,871 | $14.6M | 0.12% | +25,707+6.4% | Added |
| USS Investment Management Ltd | 426,014 | $14.5M | 0.20% | +6,229+1.5% | Added |
| CI Private Wealth, LLC | 423,099 | $14.4M | 0.04% | +88,057+26.3% | Added |
| Synovus Financial Corp | 418,297 | $14.3M | 0.16% | +29,411+7.6% | Added |
| Two Sigma Advisers, LP | 407,150 | $13.9M | 0.04% | +313,487+334.7% | Added |
| First Republic Investment Management, Inc. | 405,274 | $13.8M | 0.03% | +217,180+115.5% | Added |
| Schroder Investment Management Group | 404,570 | $13.8M | 0.02% | −816,408−66.9% | Reduced |
| AQR Capital Management LLC | 410,164 | $13.7M | 0.03% | +254,295+163.1% | Added |
| Coerente Capital Management | 402,848 | $13.7M | 3.09% | +3,611+0.9% | Added |
| Advisors Asset Management, Inc. | 397,917 | $13.6M | 0.28% | +26,434+7.1% | Added |
| US Bancorp | 393,120 | $13.4M | 0.02% | −5,772−1.4% | Reduced |
| Retirement Systems of Alabama | 392,175 | $13.4M | 0.06% | −32,870−7.7% | Reduced |
| Oppenheimer Asset Management Inc. | 387,285 | $13.2M | 0.20% | +49,541+14.7% | Added |
| Robeco Institutional Asset Management B.V. | 385,772 | $13.2M | 0.04% | +81,604+26.8% | Added |
| Whittier Trust Co | 381,680 | $13.0M | 0.24% | +12,217+3.3% | Added |
| Nomura Asset Management Co Ltd | 381,497 | $13.0M | 0.07% | +14,291+3.9% | Added |
| Galvin, Gaustad & Stein, LLC | 375,535 | $12.8M | 1.26% | +21,019+5.9% | Added |
| Godsey & Gibb Associates | 375,325 | $12.8M | 1.50% | +7,421+2.0% | Added |
| Teacher Retirement System of Texas | 371,981 | $12.7M | 0.09% | −74,999−16.8% | Reduced |
| Salem Investment Counselors Inc | 371,783 | $12.7M | 0.51% | −13,469−3.5% | Reduced |
| State of Michigan Retirement System | 364,343 | $12.4M | 0.08% | +3,800+1.1% | Added |
| Arizona State Retirement System | 362,263 | $12.4M | 0.11% | +858+0.2% | Added |
| Verity & Verity, LLC | 359,067 | $12.2M | 1.56% | +81,432+29.3% | Added |
| American Assets Investment Management, LLC | 354,000 | $12.1M | 1.39% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 353,523 | $12.1M | 0.31% | −114,360−24.4% | Reduced |
| Creative Planning | 350,042 | $11.9M | 0.02% | +66,668+23.5% | Added |
| Stephens Inc | 348,099 | $11.9M | 0.23% | +104,922+43.1% | Added |
| ProShare Advisors LLC | 347,684 | $11.9M | 0.04% | +31,856+10.1% | Added |