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 |
|---|---|---|---|---|---|
| Griffin Asset Management, Inc. | 102,769 | $3.50M | 0.49% | +477+0.5% | Added |
| Kestra Advisory Services, LLC | 102,089 | $3.48M | 0.04% | −54,215−34.7% | Reduced |
| German American Bancorp, Inc. | 101,760 | $3.47M | 0.52% | +35,116+52.7% | Added |
| LaFleur & Godfrey LLC | 100,677 | $3.43M | 0.56% | −853−0.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 100,306 | $3.42M | 0.12% | −6,791−6.3% | Reduced |
| Chartwell Investment Partners, LLC | 100,232 | $3.42M | 0.13% | −165,520−62.3% | Reduced |
| Pacer Advisors, Inc. | 99,205 | $3.38M | 0.01% | +59,204+148.0% | Added |
| Bridge Creek Capital Management LLC | 96,971 | $3.31M | 1.24% | +9,655+11.1% | Added |
| Am Investment Strategies LLC | 96,185 | $3.28M | 1.12% | +1,538+1.6% | Added |
| Level Four Advisory Services, LLC | 95,446 | $3.25M | 0.21% | −18,186−16.0% | Reduced |
| BancorpSouth Bank | 94,963 | $3.24M | 0.30% | +1,761+1.9% | Added |
| MainStreet Investment Advisors LLC | 93,808 | $3.20M | 0.35% | +8,200+9.6% | Added |
| First National Trust Co | 93,438 | $3.19M | 0.17% | −2,319−2.4% | Reduced |
| Kavar Capital Partners Group, LLC | 91,164 | $3.11M | 0.67% | +3,215+3.7% | Added |
| Fourthstone LLC | 91,051 | $3.10M | 1.09% | +70,951+353.0% | Added |
| Ategra Capital Management, LLC | 90,600 | $3.09M | 1.73% | +90,600 | New |
| Vident Investment Advisory, LLC | 90,080 | $3.07M | 0.10% | +48,248+115.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 89,247 | $3.04M | 0.05% | −8,898−9.1% | Reduced |
| Capital Insight Partners, LLC | 87,608 | $2.99M | 0.70% | +1,832+2.1% | Added |
| Fiduciary Alliance LLC | 87,588 | $2.99M | 0.75% | −115−0.1% | Reduced |
| Twinbeech Capital LP | 87,030 | $2.97M | 0.06% | −319,052−78.6% | Reduced |
| Louisiana State Employees Retirement System | 86,300 | $2.94M | 0.07% | +600+0.7% | Added |
| HB Wealth Management, LLC | 86,026 | $2.93M | 0.05% | +15,078+21.3% | Added |
| WSFS Capital Management, LLC | 85,975 | $2.93M | 0.31% | +6,038+7.6% | Added |
| PGGM Investments | 84,879 | $2.89M | 0.05% | +2,305+2.8% | Added |
| Whitener Capital Management, Inc. | 84,815 | $2.89M | 1.21% | −393−0.5% | Reduced |
| Community Bank, N.A. | 84,542 | $2.88M | 0.39% | +22,844+37.0% | Added |
| Concord Wealth Partners | 83,972 | $2.86M | 0.81% | +5,319+6.8% | Added |
| YHB Investment Advisors, Inc. | 83,902 | $2.86M | 0.29% | +1,332+1.6% | Added |
| Imprint Wealth LLC | 83,838 | $2.86M | 1.88% | +83,838 | New |
| Sandhill Capital Partners LLC | 83,745 | $2.86M | 0.27% | +15,017+21.8% | Added |
| Assetmark, Inc | 82,065 | $2.80M | 0.01% | +6,920+9.2% | Added |
| Pettyjohn, Wood & White, Inc | 81,968 | $2.80M | 0.68% | −297−0.4% | Reduced |
| Venture Visionary Partners LLC | 81,050 | $2.76M | 0.18% | +12,587+18.4% | Added |
| Camden National Bank | 79,791 | $2.72M | 0.55% | +1,278+1.6% | Added |
| Ostrum Asset Management | 79,673 | $2.72M | 0.24% | +79,673 | New |
| Aquatic Capital Management LLC | 79,400 | $2.71M | 0.17% | +72,300+1,018.3% | Added |
| Kestra Private Wealth Services, LLC | 78,767 | $2.69M | 0.11% | +19,009+31.8% | Added |
| Huntington National Bank | 78,519 | $2.68M | 0.03% | −6,552−7.7% | Reduced |
| Ibex Wealth Advisors | 76,980 | $2.63M | 0.68% | +76,980 | New |
| Parallax Volatility Advisers, L.P. | 75,691 | $2.58M | 0.09% | +75,691 | New |
| Anchor Investment Management, LLC | 75,455 | $2.57M | 0.35% | +2,093+2.9% | Added |
| Signature Wealth Management Group | 74,337 | $2.53M | 1.20% | +758+1.0% | Added |
| Numerai GP LLC | 73,505 | $2.51M | 0.84% | +73,505 | New |
| Reliant Investment Management, LLC | 72,392 | $2.47M | 1.56% | −4,955−6.4% | Reduced |
| United Bank | 71,622 | $2.44M | 1.43% | +716+1.0% | Added |
| Beacon Investment Advisory Services, Inc. | 71,229 | $2.43M | 0.12% | +6,647+10.3% | Added |
| Norinchukin Bank, The | 69,887 | $2.38M | 0.05% | +2,081+3.1% | Added |
| JT Stratford LLC | 69,479 | $2.37M | 0.68% | +6,602+10.5% | Added |
| Stratos Wealth Partners, LTD. | 68,026 | $2.32M | 0.06% | +23,570+53.0% | Added |
| Arbor Investment Advisors, LLC | 67,651 | $2.31M | 0.42% | −644−0.9% | Reduced |
| Davis Selected Advisers | 67,106 | $2.29M | 0.02% | −2,184−3.2% | Reduced |
| Gator Capital Management, LLC | 67,099 | $2.29M | 1.77% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 66,953 | $2.28M | 0.52% | +7,624+12.9% | Added |
| Fulton Bank, N.A. | 66,822 | $2.28M | 0.12% | +10,322+18.3% | Added |
| JustInvest LLC | 66,803 | $2.28M | 0.08% | +11,408+20.6% | Added |
| Marco Investment Management LLC | 66,347 | $2.26M | 0.26% | +1,467+2.3% | Added |
| Shorepoint Capital Partners LLC | 65,948 | $2.25M | 0.64% | +136+0.2% | Added |
| Edmp, Inc. | 65,884 | $2.25M | 2.25% | +65,884 | New |
| Lee Danner & Bass Inc | 64,077 | $2.19M | 0.20% | −405−0.6% | Reduced |
| National Asset Management, Inc. | 63,977 | $2.18M | 0.06% | +32,817+105.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 63,588 | $2.17M | 0.05% | −36,000−36.1% | Reduced |
| Iowa State Bank | 63,324 | $2.16M | 0.54% | +10,172+19.1% | Added |
| Nicholas Hoffman & Company, LLC. | 63,284 | $2.16M | 0.19% | +9,900+18.5% | Added |
| Triangle Securities Wealth Management | 63,256 | $2.16M | 0.77% | +350+0.6% | Added |
| River Wealth Advisors LLC | 62,669 | $2.14M | 0.39% | +8,580+15.9% | Added |
| Integrated Wealth Concepts LLC | 62,565 | $2.13M | 0.04% | +49,299+371.6% | Added |
| La Banque Postale Asset Management SA | 61,868 | $2.11M | 0.05% | −2,852−4.4% | Reduced |
| New Mexico Educational Retirement Board | 61,388 | $2.09M | 0.11% | −2,000−3.2% | Reduced |
| Stanley-Laman Group, Ltd. | 60,950 | $2.08M | 0.37% | −452−0.7% | Reduced |
| Ziegler Capital Management, LLC | 61,013 | $2.08M | 0.08% | +1,344+2.3% | Added |
| Resources Management Corp | 51,824 | $2.06M | 0.41% | +36,624+240.9% | Added |
| Ahl Investment Management, Inc. | 60,369 | $2.06M | 1.90% | +2,015+3.5% | Added |
| Goelzer Investment Management, Inc. | 60,129 | $2.05M | 0.18% | −1,132−1.8% | Reduced |
| United Capital Management of KS, Inc. | 60,120 | $2.05M | 0.76% | +5,705+10.5% | Added |
| Verdence Capital Advisors LLC | 60,078 | $2.05M | 0.25% | +3,585+6.3% | Added |
| D.A. Davidson & Co. | 59,723 | $2.03M | 0.02% | −4,266−6.7% | Reduced |
| Metropolitan Life Insurance Co | 59,346 | $2.02M | 0.10% | −17,394−22.7% | Reduced |
| Moors & Cabot, Inc. | 58,935 | $2.01M | 0.14% | +6,936+13.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 58,924 | $2.01M | 0.31% | −2,084−3.4% | Reduced |
| ZWJ Investment Counsel Inc | 58,777 | $2.00M | 0.11% | +974+1.7% | Added |
| Shell Asset Management Co | 58,655 | $2.00M | 0.08% | −667−1.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 58,536 | $2.00M | 1.43% | +3,454+6.3% | Added |
| Trust Co of Vermont | 58,218 | $1.99M | 0.14% | +4,324+8.0% | Added |
| Thompson Siegel & Walmsley LLC | 58,225 | $1.99M | 0.03% | −2,766−4.5% | Reduced |
| North Star Investment Management Corp. | 58,097 | $1.98M | 0.16% | −232−0.4% | Reduced |
| FinTrust Capital Advisors, LLC | 45,999 | $1.98M | 0.48% | 00.0% | Unchanged |
| Eastern Bank | 57,981 | $1.98M | 0.10% | −22,889−28.3% | Reduced |
| Moloney Securities Asset Management, LLC | 57,845 | $1.97M | 0.37% | +13,868+31.5% | Added |
| Bray Capital Advisors | 57,780 | $1.97M | 0.58% | +1,774+3.2% | Added |
| Continental Advisors LLC | 57,450 | $1.96M | 1.80% | +28,700+99.8% | Added |
| Greenwood Capital Associates LLC | 57,190 | $1.95M | 0.28% | +19,837+53.1% | Added |
| E. Ohman J:or Asset Management AB | 57,100 | $1.95M | 0.08% | 00.0% | Unchanged |
| First American Bank | 56,762 | $1.94M | 0.18% | +11,130+24.4% | Added |
| Aptus Capital Advisors, LLC | 56,713 | $1.93M | 0.06% | −5,580−9.0% | Reduced |
| Gries Financial LLC | 56,530 | $1.93M | 0.57% | +21,926+63.4% | Added |
| Arvest Trust Co N A | 56,456 | $1.93M | 0.12% | +12,962+29.8% | Added |
| Cyndeo Wealth Partners, LLC | 56,313 | $1.92M | 0.21% | −8,800−13.5% | Reduced |
| Guardian Wealth Advisors, LLC | 56,302 | $1.92M | 0.34% | −5,391−8.7% | Reduced |
| Citizens Business Bank | 56,152 | $1.91M | 0.44% | −3,074−5.2% | Reduced |