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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 187,418 | $6.39M | 0.02% | +101,201+117.4% | Added |
| Walleye Trading LLC | 186,886 | $6.37M | 0.23% | +13,649+7.9% | Added |
| Quantbot Technologies LP | 186,405 | $6.36M | 0.45% | +76,391+69.4% | Added |
| State of Alaska, Department of Revenue | 182,551 | $6.22M | 0.07% | −3,170−1.7% | Reduced |
| Swiss Life Asset Management Ltd | 182,235 | $6.21M | 0.09% | +31,124+20.6% | Added |
| GWM Advisors LLC | 182,151 | $6.21M | 0.08% | +55,628+44.0% | Added |
| Montag A & Associates Inc | 181,836 | $6.20M | 0.41% | −79,831−30.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 180,070 | $6.14M | 1.46% | +3,000+1.7% | Added |
| Diversified Trust Co | 179,915 | $6.14M | 0.24% | +13,436+8.1% | Added |
| Candriam Luxembourg S.C.A. | 191,615 | $6.01M | 0.04% | −6,220−3.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 175,934 | $6.00M | 1.44% | −1,519−0.9% | Reduced |
| Gulf International Bank (UK) Ltd | 174,860 | $5.96M | 0.12% | −40,991−19.0% | Reduced |
| CIBC World Markets Corp | 174,294 | $5.94M | 0.10% | −658,419−79.1% | Reduced |
| Point72 Middle East FZE | 169,962 | $5.80M | 0.33% | +15,523+10.1% | Added |
| Argent Trust Co | 168,323 | $5.74M | 0.36% | +3,388+2.1% | Added |
| Kingsview Wealth Management, LLC | 163,987 | $5.59M | 0.23% | +29,473+21.9% | Added |
| First Eagle Investment Management, LLC | 163,867 | $5.59M | 0.01% | +121,126+283.4% | Added |
| Independent Advisor Alliance | 162,212 | $5.53M | 0.27% | +35,042+27.6% | Added |
| Xponance, Inc. | 162,022 | $5.52M | 0.08% | +5,090+3.2% | Added |
| Old National Bancorp | 160,858 | $5.49M | 0.17% | +13,200+8.9% | Added |
| Farmers & Merchants Investments Inc | 160,819 | $5.48M | 0.22% | −5,841−3.5% | Reduced |
| Massmutual Trust Co FSB | 160,659 | $5.48M | 0.21% | +20,076+14.3% | Added |
| Intact Investment Management Inc. | 160,100 | $5.46M | 0.22% | +15,400+10.6% | Added |
| Investment Management Corp of Ontario | 159,000 | $5.42M | 0.23% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 158,753 | $5.41M | 0.47% | +65,174+69.6% | Added |
| Atria Investments LLC | 157,730 | $5.38M | 0.10% | +1,071+0.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 156,829 | $5.35M | 0.14% | +8,170+5.5% | Added |
| Czech National Bank | 156,234 | $5.33M | 0.13% | +954+0.6% | Added |
| Hantz Financial Services, Inc. | 155,195 | $5.29M | 0.14% | −14,197−8.4% | Reduced |
| TD Private Client Wealth LLC | 153,104 | $5.22M | 0.23% | +26,471+20.9% | Added |
| Linscomb & Williams, Inc. | 151,812 | $5.18M | 0.27% | +430+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 151,013 | $5.15M | 0.19% | +3,762+2.6% | Added |
| CIBC Private Wealth Group, LLC | 141,034 | $5.15M | 0.01% | −333−0.2% | Reduced |
| HRT Financial LP | 150,216 | $5.12M | 0.06% | −519,808−77.6% | Reduced |
| Nissay Asset Management Corp | 147,337 | $5.02M | 0.04% | −5,321−3.5% | Reduced |
| Oppenheimer & Co Inc | 146,027 | $4.98M | 0.11% | +10,168+7.5% | Added |
| Calamos Advisors LLC | 145,843 | $4.97M | 0.02% | −18,206−11.1% | Reduced |
| Parsec Financial Management, Inc. | 144,629 | $4.93M | 0.21% | +72,857+101.5% | Added |
| Jones Financial Companies LLLP | 143,944 | $4.91M | 0.01% | −7,232−4.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 113,469 | $4.88M | 0.09% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 143,084 | $4.88M | 0.06% | −12,898−8.3% | Reduced |
| Orion Portfolio Solutions, LLC | 143,084 | $4.88M | 0.06% | +107,719+304.6% | Added |
| Parkside Investments, LLC | 142,531 | $4.86M | 0.92% | −8,848−5.8% | Reduced |
| Northern Oak Wealth Management Inc | 138,195 | $4.71M | 0.56% | +75,984+122.1% | Added |
| PFS Investments Inc. | 142,045 | $4.65M | 0.08% | +3,012+2.2% | Added |
| Umb Bank N A | 135,908 | $4.63M | 0.07% | −215−0.2% | Reduced |
| Wealthcare Advisory Partners LLC | 135,737 | $4.63M | 0.20% | +64,566+90.7% | Added |
| TownSquare Capital, LLC | 134,879 | $4.60M | 0.10% | +19,514+16.9% | Added |
| Ingalls & Snyder LLC | 133,556 | $4.55M | 0.24% | +34,079+34.3% | Added |
| Lazard Asset Management LLC | 131,779 | $4.49M | 0.01% | −1,429−1.1% | Reduced |
| XML Financial, LLC | 130,566 | $4.45M | 0.54% | +3,111+2.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 130,560 | $4.45M | 0.08% | +5,741+4.6% | Added |
| Keating Investment Counselors Inc | 130,185 | $4.44M | 1.68% | +4,750+3.8% | Added |
| Huber Capital Management LLC | 128,773 | $4.39M | 1.09% | +36,116+39.0% | Added |
| Delta Accumulation, LLC | 128,000 | $4.36M | 23.25% | +128,000 | New |
| Icon Wealth Partners, LLC | 127,255 | $4.34M | 0.47% | +127,255 | New |
| ARS Wealth Advisors Group, LLC | 127,153 | $4.34M | 0.80% | +118,847+1,430.9% | Added |
| Teachers Retirement System of the State of Kentucky | 126,250 | $4.31M | 0.04% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 125,528 | $4.28M | 2.50% | +54,745+77.3% | Added |
| Stonegate Investment Group, LLC | 125,416 | $4.28M | 0.16% | −1,108−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 124,304 | $4.24M | 0.10% | +43,422+53.7% | Added |
| Squarepoint Ops LLC | 124,023 | $4.23M | 0.03% | −335,205−73.0% | Reduced |
| First Citizens Bank & Trust Co | 123,998 | $4.23M | 0.08% | +7,741+6.7% | Added |
| Thrivent Financial for Lutherans | 123,409 | $4.21M | 0.01% | −1,571,789−92.7% | Reduced |
| Colonial Trust Advisors | 123,258 | $4.20M | 0.49% | −647−0.5% | Reduced |
| Hyman Charles D | 122,392 | $4.17M | 0.28% | −2,220−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 121,400 | $4.14M | 0.18% | +11,430+10.4% | Added |
| Cramer Rosenthal McGlynn LLC | 120,990 | $4.13M | 0.19% | +49,611+69.5% | Added |
| Cetera Investment Advisers | 120,018 | $4.09M | 0.04% | +12,468+11.6% | Added |
| Kovitz Investment Group Partners, LLC | 119,389 | $4.07M | 0.07% | +7,855+7.0% | Added |
| Prudential PLC | 118,726 | $4.05M | 0.05% | +4,361+3.8% | Added |
| British Columbia Investment Management Corp | 118,136 | $4.03M | 0.04% | +619+0.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 118,224 | $4.02M | 0.05% | −125,036−51.4% | Reduced |
| Intech Investment Management LLC | 117,310 | $4.00M | 0.03% | −25,189−17.7% | Reduced |
| Smith, Salley & Associates | 116,903 | $3.99M | 0.32% | +16,163+16.0% | Added |
| Westpac Banking Corp | 115,680 | $3.94M | 0.05% | −2,435−2.1% | Reduced |
| Dakota Wealth Management | 115,586 | $3.94M | 0.26% | −92−0.1% | Reduced |
| Keybank National Association | 115,463 | $3.94M | 0.02% | −2,413−2.0% | Reduced |
| tru Independence LLC | 114,682 | $3.91M | 1.26% | −1,636−1.4% | Reduced |
| Parcion Private Wealth LLC | 114,440 | $3.90M | 0.41% | +41,013+55.9% | Added |
| Warther Private Wealth, LLC | 114,156 | $3.89M | 2.96% | +81,065+245.0% | Added |
| EJF Capital LLC | 113,800 | $3.88M | 1.45% | +113,800 | New |
| Sterling Investment Advisors, Ltd. | 113,578 | $3.87M | 1.31% | +84,800+294.7% | Added |
| Harvest Portfolios Group Inc. | 112,650 | $3.84M | 0.19% | +21,706+23.9% | Added |
| Hartford Investment Management Co | 112,315 | $3.83M | 0.13% | +15,697+16.2% | Added |
| Hallmark Capital Management Inc | 111,930 | $3.82M | 0.35% | +41,720+59.4% | Added |
| Securian Asset Management, Inc | 109,764 | $3.74M | 0.10% | +691+0.6% | Added |
| Capital Group Private Client Services, Inc. | 108,482 | $3.70M | 0.05% | +8,792+8.8% | Added |
| Opus Investment Management Inc | 108,100 | $3.69M | 1.33% | 00.0% | Unchanged |
| Marathon Capital Management | 107,661 | $3.67M | 0.90% | +107,661 | New |
| Sandy Spring Bank | 106,846 | $3.64M | 0.21% | −2,201−2.0% | Reduced |
| Andra AP-fonden | 106,600 | $3.64M | 0.09% | +33,900+46.6% | Added |
| Bragg Financial Advisors, Inc | 105,850 | $3.61M | 0.21% | −297−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 105,000 | $3.58M | 0.14% | +16,800+19.0% | Added |
| Kentucky Retirement Systems | 104,909 | $3.58M | 0.13% | +626+0.6% | Added |
| Maryland State Retirement & Pension System | 104,613 | $3.57M | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 103,603 | $3.53M | 0.10% | −6,745−6.1% | Reduced |
| Hedeker Wealth, LLC | 103,575 | $3.53M | 1.26% | +30,585+41.9% | Added |
| Daiwa Securities Group Inc. | 103,068 | $3.52M | 0.02% | +8,764+9.3% | Added |
| Oregon Public Employees Retirement Fund | 102,908 | $3.51M | 0.04% | +600+0.6% | Added |