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 |
|---|---|---|---|---|---|
| Ossiam | 39,110 | $1.33M | 0.03% | −63,463−61.9% | Reduced |
| Icon Advisers Inc | 39,100 | $1.33M | 0.34% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 39,082 | $1.33M | 0.01% | 00.0% | Unchanged |
| Galibier Capital Management Ltd. | 39,047 | $1.33M | 0.32% | +18,800+92.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 38,981 | $1.33M | 1.07% | +9,755+33.4% | Added |
| Convergence Investment Partners, LLC | 38,973 | $1.33M | 0.78% | +8,416+27.5% | Added |
| Gotham Asset Management, LLC | 38,821 | $1.32M | 0.03% | −23,479−37.7% | Reduced |
| Trust Co of Toledo NA | 38,611 | $1.32M | 0.23% | +3,333+9.4% | Added |
| Sequoia Financial Advisors, LLC | 38,525 | $1.31M | 0.03% | −6,957−15.3% | Reduced |
| BHK Investment Advisors, LLC | 38,310 | $1.31M | 0.57% | +17,889+87.6% | Added |
| GHP Investment Advisors, Inc. | 38,203 | $1.30M | 0.08% | +817+2.2% | Added |
| Dividend Assets Capital, LLC | 30,237 | $1.30M | 0.28% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 38,097 | $1.30M | 0.02% | +3,658+10.6% | Added |
| X-Square Capital, LLC | 38,098 | $1.30M | 0.77% | −629−1.6% | Reduced |
| Members Capital Advisors Inc | 37,986 | $1.30M | 0.94% | 00.0% | Unchanged |
| Heritage Trust Co | 37,950 | $1.29M | 0.20% | −4,541−10.7% | Reduced |
| Neville Rodie & Shaw Inc | 37,798 | $1.29M | 0.12% | −200−0.5% | Reduced |
| Kinneret Advisory, LLC | 37,665 | $1.28M | 0.17% | −2,024−5.1% | Reduced |
| Garda Capital Partners LP | 37,540 | $1.28M | 1.12% | +37,540 | New |
| Moody National Bank Trust Division | 37,456 | $1.28M | 0.11% | +133+0.4% | Added |
| Edmond de Rothschild Holding S.A. | 37,226 | $1.27M | 0.03% | −8,089−17.9% | Reduced |
| Empirical Finance, LLC | 37,153 | $1.27M | 0.12% | +1,703+4.8% | Added |
| Comerica Securities,inc. | 37,114 | $1.27M | 0.09% | +6,291+20.4% | Added |
| South State Corp. | 36,370 | $1.24M | 0.11% | −22,726−38.5% | Reduced |
| Hengehold Capital Management LLC | 36,352 | $1.24M | 0.17% | +2,612+7.7% | Added |
| Citizens & Northern Corp | 36,247 | $1.24M | 0.48% | −1,277−3.4% | Reduced |
| RKL Wealth Management LLC | 36,204 | $1.23M | 0.16% | +579+1.6% | Added |
| Hills Bank & Trust Co | 35,860 | $1.22M | 0.17% | +4,076+12.8% | Added |
| Eqis Capital Management, Inc. | 35,754 | $1.22M | 0.14% | +35,754 | New |
| J.W. Cole Advisors, Inc. | 35,735 | $1.22M | 0.09% | +2,136+6.4% | Added |
| Park Avenue Securities LLC | 35,720 | $1.22M | 0.02% | +2,881+8.8% | Added |
| Advisor Partners II, LLC | 35,613 | $1.21M | 0.07% | −10,032−22.0% | Reduced |
| Strategic Advisors LLC | 35,588 | $1.21M | 0.25% | +22+0.1% | Added |
| ExodusPoint Capital Management, LP | 35,401 | $1.21M | 0.01% | −168,314−82.6% | Reduced |
| Atria Wealth Solutions, Inc. | 35,073 | $1.20M | 0.02% | +6,525+22.9% | Added |
| St. Johns Investment Management Company, LLC | 35,032 | $1.19M | 0.69% | +1,239+3.7% | Added |
| Crestline Management, LP | 35,000 | $1.19M | 0.15% | −194,000−84.7% | Reduced |
| McMillion Capital Management Inc | 34,999 | $1.19M | 1.13% | −1,632−4.5% | Reduced |
| Princeton Global Asset Management LLC | 34,948 | $1.19M | 0.34% | +12,130+53.2% | Added |
| Hendershot Investments Inc. | 34,879 | $1.19M | 0.20% | −8,293−19.2% | Reduced |
| United Services Automobile Association | 34,706 | $1.18M | 0.04% | −20,303−36.9% | Reduced |
| Argent Advisors, Inc. | 34,449 | $1.17M | 0.56% | +2,977+9.5% | Added |
| First County Bank | 34,427 | $1.17M | 0.58% | +9,113+36.0% | Added |
| ETF Managers Group, LLC | 34,375 | $1.17M | 0.04% | +21,548+168.0% | Added |
| Pettee Investors, Inc. | 34,289 | $1.17M | 0.56% | +5,000+17.1% | Added |
| BKD Wealth Advisors, LLC | 34,113 | $1.16M | 0.04% | +5,608+19.7% | Added |
| Diamant Asset Management, Inc. | 34,100 | $1.16M | 0.95% | +34,100 | New |
| SeaCrest Wealth Management, LLC | 34,086 | $1.16M | 0.16% | +1,606+4.9% | Added |
| Farmers National Bank | 34,055 | $1.16M | 0.41% | −997−2.8% | Reduced |
| One River Asset Management, LLC | 34,102 | $1.15M | 0.85% | +27,992+458.1% | Added |
| Beacon Pointe Advisors, LLC | 33,733 | $1.15M | 0.02% | −11,972−26.2% | Reduced |
| Engineers Gate Manager LP | 33,713 | $1.15M | 0.05% | −51,055−60.2% | Reduced |
| Investors Asset Management of Georgia Inc | 33,474 | $1.14M | 0.61% | +6,175+22.6% | Added |
| WCG Wealth Advisors LLC | 33,420 | $1.14M | 0.15% | +855+2.6% | Added |
| Fiduciary Trust Co | 33,386 | $1.14M | 0.02% | −4,076−10.9% | Reduced |
| Transcend Wealth Collective, LLC | 33,357 | $1.14M | 0.12% | −7,126−17.6% | Reduced |
| Cornerstone Advisory, LLC | 33,314 | $1.14M | 0.20% | −680−2.0% | Reduced |
| Coastline Trust Co | 33,306 | $1.14M | 0.17% | −12,338−27.0% | Reduced |
| Patton Albertson Miller Group, LLC | 33,258 | $1.13M | 0.21% | −30−0.1% | Reduced |
| Glenview Trust Co | 33,235 | $1.13M | 0.03% | +4,862+17.1% | Added |
| CWM, LLC | 33,157 | $1.13M | 0.01% | −181−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,138 | $1.13M | 0.02% | −4,965−13.0% | Reduced |
| Private Advisor Group, LLC | 32,969 | $1.12M | 0.01% | −4,771−12.6% | Reduced |
| IMC-Chicago, LLC | 32,948 | $1.12M | 0.19% | +32,948 | New |
| HAP Trading, LLC | 32,862 | $1.12M | 0.27% | +32,862 | New |
| Curated Wealth Partners LLC | 32,749 | $1.12M | 0.25% | +8,489+35.0% | Added |
| Newman Dignan & Sheerar, Inc. | 32,713 | $1.12M | 0.36% | −1,329−3.9% | Reduced |
| MCF Advisors LLC | 32,148 | $1.10M | 0.10% | −44−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 32,144 | $1.10M | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 32,109 | $1.09M | 0.11% | +572+1.8% | Added |
| Ashton Thomas Private Wealth, LLC | 31,775 | $1.08M | 0.09% | +10,162+47.0% | Added |
| Westover Capital Advisors, LLC | 31,735 | $1.08M | 0.40% | +4,506+16.5% | Added |
| Beach Investment Counsel Inc | 31,612 | $1.08M | 0.14% | −11,940−27.4% | Reduced |
| Bank Ozk | 31,335 | $1.07M | 0.53% | −95−0.3% | Reduced |
| Vestcor Inc | 31,332 | $1.07M | 0.04% | −132−0.4% | Reduced |
| Prospera Financial Services Inc | 31,093 | $1.06M | 0.04% | +6,048+24.1% | Added |
| Infrastructure Capital Advisors, LLC | 31,079 | $1.06M | 0.21% | +14,467+87.1% | Added |
| Cetera Advisors LLC | 30,833 | $1.05M | 0.02% | −25,240−45.0% | Reduced |
| GoalVest Advisory LLC | 30,595 | $1.04M | 0.61% | +1,982+6.9% | Added |
| Perpetual Ltd | 30,274 | $1.03M | 0.01% | +30,274 | New |
| RFG Advisory, LLC | 30,071 | $1.03M | 0.05% | +89+0.3% | Added |
| PCJ Investment Counsel Ltd. | 30,000 | $1.02M | 0.41% | +30,000 | New |
| Voya Financial Advisors, Inc. | 30,079 | $1.02M | 0.13% | −140−0.5% | Reduced |
| Tredje AP-fonden | 29,836 | $1.02M | 0.02% | 00.0% | Unchanged |
| MBL Wealth, LLC | 29,772 | $1.02M | 0.16% | +29,772 | New |
| Wealth Advisors of Tampa Bay, LLC | 29,707 | $1.01M | 0.58% | −10,911−26.9% | Reduced |
| Global Retirement Partners, LLC | 36,000 | $1.01M | 0.05% | +6,068+20.3% | Added |
| Plimoth Trust Co LLC | 29,628 | $1.01M | 0.31% | −910−3.0% | Reduced |
| Brookstone Capital Management | 29,249 | $1.00M | 0.02% | +12,779+77.6% | Added |
| EP Wealth Advisors, LLC | 9,298 | $999.7K | 0.02% | +344+3.8% | Added |
| Sawtooth Solutions, LLC | 29,271 | $998.1K | 0.03% | +3,674+14.4% | Added |
| Bleakley Financial Group, LLC | 29,266 | $998.0K | 0.03% | −4,274−12.7% | Reduced |
| Ethic Inc. | 29,242 | $997.2K | 0.04% | −69,685−70.4% | Reduced |
| Fort Sheridan Advisors LLC | 29,196 | $995.6K | 0.25% | +11,582+65.8% | Added |
| Apollon Wealth Management, LLC | 28,978 | $988.1K | 0.06% | +11,154+62.6% | Added |
| Trust Co of Virginia | 28,834 | $983.2K | 0.11% | +4,198+17.0% | Added |
| Alberta Investment Management Corp | 28,800 | $982.1K | 0.01% | +28,800 | New |
| United Bank | 28,684 | $978.1K | 0.12% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 30,369 | $972.4K | 0.21% | +8,023+35.9% | Added |
| Csenge Advisory Group | 28,402 | $968.5K | 0.07% | −12,069−29.8% | Reduced |