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 |
|---|---|---|---|---|---|
| Peloton Wealth Strategists | 56,025 | $1.91M | 0.87% | +3,200+6.1% | Added |
| Laurel Wealth Advisors LLC | 55,957 | $1.91M | 0.41% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 55,656 | $1.90M | 0.17% | +1,527+2.8% | Added |
| Culbertson A N & Co Inc | 55,004 | $1.88M | 0.38% | −4,533−7.6% | Reduced |
| Fort Pitt Capital Group, LLC | 54,652 | $1.86M | 0.07% | +54,652 | New |
| Northwest & Ethical Investments L.P. | 54,037 | $1.84M | 0.06% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 53,906 | $1.84M | 0.13% | +53,906 | New |
| Proquility Private Wealth Partners, LLC | 53,901 | $1.84M | 0.73% | +29,203+118.2% | Added |
| Metis Global Partners, LLC | 53,341 | $1.82M | 0.12% | +13,235+33.0% | Added |
| Pathstone Family Office, LLC | 51,569 | $1.80M | 0.03% | −15,697−23.3% | Reduced |
| Arkadios Wealth Advisors | 52,662 | $1.80M | 0.21% | +8,718+19.8% | Added |
| CM Wealth Advisors LLC | 58,262 | $1.78M | 0.35% | +58,262 | New |
| Rather & Kittrell, Inc. | 51,568 | $1.76M | 0.80% | 00.0% | Unchanged |
| Equitable Trust Co | 51,502 | $1.76M | 0.14% | −19,218−27.2% | Reduced |
| Valley National Advisers Inc | 55,047 | $1.75M | 0.31% | +136+0.2% | Added |
| Argyle Capital Management Inc. | 51,050 | $1.74M | 0.61% | +3,000+6.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 51,414 | $1.74M | 0.04% | +38,446+296.5% | Added |
| Welch & Forbes LLC | 51,013 | $1.74M | 0.03% | −1,086−2.1% | Reduced |
| Bard Financial Services, Inc. | 50,930 | $1.74M | 0.14% | +11,250+28.4% | Added |
| Quadrature Capital Ltd | 50,611 | $1.72M | 0.05% | −182,335−78.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 50,214 | $1.71M | 0.20% | +17,773+54.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 50,000 | $1.71M | 0.04% | +50,000 | New |
| Holderness Investments Co | 49,932 | $1.70M | 0.68% | +3,696+8.0% | Added |
| Everence Capital Management Inc | 49,760 | $1.70M | 0.14% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 49,673 | $1.69M | 0.12% | −1,347−2.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 49,506 | $1.69M | 0.19% | +21,819+78.8% | Added |
| Waddell & Associates, LLC | 49,488 | $1.69M | 0.26% | +450+0.9% | Added |
| IVC Wealth Advisors LLC | 48,692 | $1.66M | 1.18% | +481+1.0% | Added |
| Signaturefd, LLC | 48,605 | $1.66M | 0.05% | +1,774+3.8% | Added |
| Delta Capital Management LLC | 48,355 | $1.65M | 1.16% | +7,620+18.7% | Added |
| Toroso Investments, LLC | 48,221 | $1.64M | 0.05% | +20,578+74.4% | Added |
| Steward Partners Investment Advisory, LLC | 48,076 | $1.64M | 0.03% | +6,377+15.3% | Added |
| Banco de Sabadell, S.A | 48,103 | $1.64M | 1.37% | +5,729+13.5% | Added |
| Colonial Trust Co | 47,995 | $1.64M | 0.42% | +255+0.5% | Added |
| AMG National Trust Bank | 47,698 | $1.63M | 0.06% | +1,446+3.1% | Added |
| Atlantic Union Bankshares Corp | 47,552 | $1.62M | 0.17% | −81−0.2% | Reduced |
| Capital International Inc | 47,444 | $1.62M | 0.03% | +2,399+5.3% | Added |
| Longfellow Investment Management Co LLC | 47,374 | $1.62M | 0.37% | +31,435+197.2% | Added |
| Carnegie Capital Asset Management, LLC | 47,229 | $1.61M | 0.06% | +15,939+50.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,212 | $1.61M | 0.13% | −322−0.7% | Reduced |
| Patten Group, Inc. | 47,098 | $1.61M | 0.48% | +659+1.4% | Added |
| Washington Trust Co | 46,949 | $1.60M | 0.07% | −189,970−80.2% | Reduced |
| SYSTM Wealth Solutions LLC | 46,927 | $1.60M | 0.25% | −16,867−26.4% | Reduced |
| Resonant Capital Advisors, LLC | 46,873 | $1.60M | 0.18% | −1,556−3.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 46,850 | $1.60M | 0.34% | +5,430+13.1% | Added |
| Lincoln National Corp | 46,636 | $1.59M | 0.03% | +6,771+17.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 46,540 | $1.59M | 0.10% | −5,837−11.1% | Reduced |
| Leavell Investment Management, Inc. | 46,218 | $1.58M | 0.11% | −167−0.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 46,007 | $1.57M | 0.37% | +46,007 | New |
| We Are One Seven, LLC | 45,682 | $1.56M | 0.10% | +8,033+21.3% | Added |
| Tower Research Capital LLC (TRC) | 45,265 | $1.54M | 0.05% | +15,508+52.1% | Added |
| Salomon & Ludwin, LLC | 45,163 | $1.54M | 0.18% | −136−0.3% | Reduced |
| Blair William & Co | 45,145 | $1.54M | 0.01% | −9,820−17.9% | Reduced |
| Westwood Holdings Group Inc. | 45,143 | $1.54M | 0.01% | +6,067+15.5% | Added |
| Heritage Wealth Advisors | 45,105 | $1.54M | 0.09% | −1,736−3.7% | Reduced |
| Raleigh Capital Management Inc. | 44,979 | $1.53M | 0.76% | +1,726+4.0% | Added |
| Headinvest, LLC | 44,887 | $1.53M | 0.34% | −1,789−3.8% | Reduced |
| Vinva Investment Management Ltd | 44,964 | $1.52M | 0.13% | +44,964 | New |
| Wolverine Trading, LLC | 44,950 | $1.52M | 0.05% | +44,950 | New |
| Bailard, Inc. | 44,601 | $1.52M | 0.05% | −3,037−6.4% | Reduced |
| Wealth Alliance | 44,311 | $1.51M | 0.24% | +11,114+33.5% | Added |
| Brown Brothers Harriman & Co | 44,187 | $1.51M | 0.01% | +1,297+3.0% | Added |
| Arcus Capital Partners, LLC | 44,158 | $1.51M | 0.51% | +1,712+4.0% | Added |
| Norris Financial Group, LLC | 43,906 | $1.50M | 1.10% | +20,778+89.8% | Added |
| Ronald Blue Trust, Inc. | 34,790 | $1.50M | 0.02% | +281+0.8% | Added |
| Pathway Financial Advisers, LLC | 43,669 | $1.49M | 0.60% | +4,131+10.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 43,660 | $1.49M | 0.08% | −1,140−2.5% | Reduced |
| CWA Asset Management Group, LLC | 43,539 | $1.48M | 0.11% | +359+0.8% | Added |
| Poehling Capital Management, LLC | 43,435 | $1.48M | 0.50% | +2,282+5.5% | Added |
| Old North State Trust, LLC | 43,274 | $1.48M | 1.02% | −8,053−15.7% | Reduced |
| NewEdge Wealth, LLC | 43,073 | $1.47M | 0.06% | −3,039−6.6% | Reduced |
| Independence Bank of Kentucky | 43,049 | $1.47M | 0.64% | +1,822+4.4% | Added |
| Jefferies Financial Group Inc. | 43,042 | $1.47M | 0.03% | +43,042 | New |
| Glenmede Trust Co NA | 43,030 | $1.47M | 0.01% | −3,124−6.8% | Reduced |
| Achmea Investment Management B.V. | 42,979 | $1.47M | 0.04% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 42,930 | $1.46M | 0.07% | −1,428−3.2% | Reduced |
| First Hawaiian Bank | 42,832 | $1.46M | 0.05% | +1,978+4.8% | Added |
| Outfitter Financial LLC | 42,693 | $1.46M | 1.31% | +449+1.1% | Added |
| Investors Research Corp | 42,589 | $1.45M | 0.38% | +16,239+61.6% | Added |
| First Bank & Trust | 42,568 | $1.45M | 0.38% | +6,559+18.2% | Added |
| Tealwood Asset Management Inc | 42,472 | $1.45M | 0.74% | +5,230+14.0% | Added |
| Veritable, L.P. | 42,333 | $1.44M | 0.02% | −1,948−4.4% | Reduced |
| Bridgefront Capital, LLC | 42,094 | $1.44M | 0.88% | +23,171+122.4% | Added |
| Cutler Group LP | 42,092 | $1.44M | 0.23% | +41,238+4,828.8% | Added |
| Snowden Capital Advisors LLC | 41,958 | $1.43M | 0.06% | +6,465+18.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 41,708 | $1.42M | 0.04% | +124+0.3% | Added |
| Capital Investment Advisors, LLC | 41,526 | $1.42M | 0.04% | −590−1.4% | Reduced |
| Axxcess Wealth Management, LLC | 41,486 | $1.41M | 0.11% | +1,094+2.7% | Added |
| Argonautica Private Wealth Management, Inc | 41,484 | $1.41M | 0.71% | +759+1.9% | Added |
| New England Research & Management, Inc. | 40,891 | $1.39M | 0.82% | −154−0.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 40,498 | $1.38M | 0.11% | −166,723−80.5% | Reduced |
| Buckhead Capital Management LLC | 40,101 | $1.37M | 0.32% | −2,068−4.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 40,101 | $1.37M | 0.50% | −130−0.3% | Reduced |
| Anchor Capital Advisors LLC | 39,916 | $1.36M | 0.04% | +5,105+14.7% | Added |
| InterOcean Capital Group, LLC | 39,641 | $1.35M | 0.05% | +3,956+11.1% | Added |
| Salzhauer Michael | 39,637 | $1.35M | 1.23% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 39,565 | $1.35M | 0.07% | +1,263+3.3% | Added |
| Physicians Financial Services, Inc. | 39,461 | $1.35M | 0.57% | +600+1.5% | Added |
| Capstone Investment Advisors, LLC | 39,416 | $1.34M | 0.04% | +25,394+181.1% | Added |
| CNB Bank | 39,256 | $1.34M | 0.81% | +1,660+4.4% | Added |