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 |
|---|---|---|---|---|---|
| Davis Investment Partners, LLC | 30,285 | $967.6K | 0.51% | 00.0% | Unchanged |
| Pitcairn Co | 28,341 | $966.4K | 0.09% | +227+0.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 28,325 | $965.9K | 0.90% | −1,181−4.0% | Reduced |
| Berkshire Bank | 28,268 | $963.9K | 0.29% | −390−1.4% | Reduced |
| Mutual Advisors, LLC | 28,155 | $960.1K | 0.04% | +6,992+33.0% | Added |
| Paradigm Asset Management Co LLC | 28,083 | $957.6K | 0.26% | −50−0.2% | Reduced |
| Ally Financial Inc. | 28,000 | $954.8K | 0.14% | 00.0% | Unchanged |
| Ballast, Inc. | 27,695 | $944.4K | 0.39% | +1,290+4.9% | Added |
| Terry L. Blaker | 27,478 | $936.7K | 0.08% | −121,400−81.5% | Reduced |
| Marks Group Wealth Management, Inc | 27,069 | $923.1K | 0.12% | +5,246+24.0% | Added |
| HM Payson & Co | 27,030 | $921.7K | 0.02% | −3,650−11.9% | Reduced |
| Resources Investment Advisors, LLC. | 26,862 | $916.0K | 0.02% | +6,931+34.8% | Added |
| Rossmore Private Capital | 26,674 | $909.6K | 0.14% | −1,526−5.4% | Reduced |
| Transatlantique Private Wealth LLC | 26,579 | $906.2K | 0.50% | +8,681+48.5% | Added |
| Sound View Wealth Advisors Group, LLC | 26,446 | $901.8K | 0.12% | +1,295+5.1% | Added |
| Berkeley Capital Partners, LLC | 26,430 | $901.3K | 0.33% | +3,703+16.3% | Added |
| Foundations Investment Advisors, LLC | 26,415 | $900.7K | 0.03% | +6,520+32.8% | Added |
| Valeo Financial Advisors, LLC | 26,315 | $897.3K | 0.04% | +4,466+20.4% | Added |
| West Paces Advisors Inc. | 26,275 | $896.0K | 0.28% | +725+2.8% | Added |
| Tandem Investment Advisors, Inc. | 26,235 | $895.0K | 0.04% | −6,041−18.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 26,140 | $891.4K | 0.06% | +3,739+16.7% | Added |
| RBF Capital, LLC | 25,900 | $883.2K | 0.06% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 25,891 | $882.9K | 0.20% | −1,155−4.3% | Reduced |
| First Horizon Advisors, Inc. | 25,871 | $882.2K | 0.03% | +3,074+13.5% | Added |
| Dean Investment Associates, LLC | 25,588 | $872.6K | 0.14% | +3,383+15.2% | Added |
| Flputnam Investment Management Co | 25,357 | $864.7K | 0.03% | −46,632−64.8% | Reduced |
| Fox Run Management, L.L.C. | 25,190 | $859.0K | 0.28% | +16,615+193.8% | Added |
| Brighton Jones LLC | 25,115 | $856.4K | 0.05% | +1,918+8.3% | Added |
| Central Trust Co | 25,006 | $852.7K | 0.02% | −2,961−10.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 24,956 | $851.0K | 0.21% | +3,298+15.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 24,963 | $851.0K | 0.04% | −22,300−47.2% | Reduced |
| Jacobi Capital Management LLC | 24,929 | $850.1K | 0.10% | +1,628+7.0% | Added |
| Van Leeuwen & Company, LLC | 24,859 | $847.7K | 0.57% | −1,500−5.7% | Reduced |
| Versor Investments LP | 24,590 | $838.5K | 0.11% | −16,655−40.4% | Reduced |
| Sheets Smith Wealth Management | 24,440 | $833.4K | 0.13% | +3,009+14.0% | Added |
| Bokf, NA | 24,329 | $829.6K | 0.02% | −65,835−73.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 24,329 | $829.6K | 0.09% | −800−3.2% | Reduced |
| Park Place Capital Corp | 24,141 | $823.2K | 0.23% | +2,890+13.6% | Added |
| Aull & Monroe Investment Management Corp | 23,871 | $814.0K | 0.41% | −352−1.5% | Reduced |
| True North Advisors, LLC | 23,728 | $809.1K | 0.24% | +205+0.9% | Added |
| Monument Capital Management | 23,593 | $804.5K | 0.27% | −416−1.7% | Reduced |
| Partners in Financial Planning | 23,540 | $802.7K | 0.21% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 23,504 | $801.5K | 0.06% | +1,588+7.2% | Added |
| Cypress Capital Group | 23,431 | $799.0K | 0.12% | +11,525+96.8% | Added |
| CastleKnight Management LP | 23,400 | $797.9K | 0.20% | +23,400 | New |
| Procyon Private Wealth Partners, LLC | 23,360 | $796.6K | 0.13% | +2,567+12.3% | Added |
| Savant Capital, LLC | 23,139 | $789.0K | 0.01% | +10,599+84.5% | Added |
| Wealthspire Advisors, LLC | 22,941 | $782.3K | 0.01% | −1,412−5.8% | Reduced |
| Founders Financial Alliance, LLC | 22,890 | $778.1K | 0.39% | −6,992−23.4% | Reduced |
| Certified Advisory Corp | 22,734 | $775.2K | 0.14% | −490−2.1% | Reduced |
| Colony Group LLC | 22,711 | $774.0K | 0.01% | −14,057−38.2% | Reduced |
| Banque Cantonale Vaudoise | 22,633 | $772.0K | 0.04% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 22,620 | $771.3K | 0.78% | +101+0.4% | Added |
| Meridian Wealth Management, LLC | 22,514 | $767.7K | 0.07% | −1,223−5.2% | Reduced |
| Wetherby Asset Management Inc | 22,432 | $764.9K | 0.04% | −3,295−12.8% | Reduced |
| Haverford Trust Co | 22,429 | $764.8K | 0.01% | −262,223−92.1% | Reduced |
| IFP Advisors, Inc | 13,927 | $762.0K | 0.04% | −26,670−65.7% | Reduced |
| Marino, Stram & Associates LLC | 22,195 | $756.8K | 0.23% | +1,376+6.6% | Added |
| Select Asset Management & Trust | 22,097 | $754.0K | 0.66% | +15,000+211.4% | Added |
| Meeder Advisory Services, Inc. | 22,040 | $751.6K | 0.09% | −1,299−5.6% | Reduced |
| MTM Investment Management, LLC | 21,937 | $748.0K | 0.38% | −4,189−16.0% | Reduced |
| Los Angeles Capital Management LLC | 21,857 | $745.3K | 0.00% | −1,030,578−97.9% | Reduced |
| Sumitomo Life Insurance Co | 21,539 | $734.0K | 0.06% | −220−1.0% | Reduced |
| CAPROCK Group, Inc. | 21,522 | $733.9K | 0.06% | +7,118+49.4% | Added |
| Summit Financial Group Inc | 21,364 | $728.5K | 0.29% | 00.0% | Unchanged |
| Ieq Capital, LLC | 21,266 | $725.2K | 0.02% | +8,661+68.7% | Added |
| Allworth Financial LP | 21,253 | $724.7K | 0.01% | −1,694−7.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,201 | $723.0K | 0.36% | +899+4.4% | Added |
| Shepherd Financial Partners LLC | 21,124 | $720.3K | 0.12% | +53+0.3% | Added |
| Profund Advisors LLC | 21,030 | $717.1K | 0.04% | −4,332−17.1% | Reduced |
| Vontobel Holding Ltd. | 20,942 | $714.1K | 0.01% | −2,533−10.8% | Reduced |
| Clearstead Advisors, LLC | 20,745 | $707.4K | 0.05% | +768+3.8% | Added |
| Lido Advisors, LLC | 20,706 | $706.1K | 0.01% | +2,634+14.6% | Added |
| Veriti Management LLC | 20,681 | $705.2K | 0.08% | −102−0.5% | Reduced |
| Cravens & Co Advisors, LLC | 20,679 | $705.2K | 0.66% | −4,653−18.4% | Reduced |
| StoneX Group Inc. | 20,623 | $703.3K | 0.08% | +3,916+23.4% | Added |
| Great Lakes Retirement, Inc. | 20,529 | $700.0K | 0.13% | +2,293+12.6% | Added |
| Searle & Co. | 21,435 | $698.4K | 0.23% | −500−2.3% | Reduced |
| SG Americas Securities, LLC | 20,442 | $697.0K | 0.01% | +11,168+120.4% | Added |
| Atticus Wealth Management, LLC | 20,401 | $695.7K | 0.27% | +1,820+9.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,244 | $690.3K | 0.08% | +4,632+29.7% | Added |
| OmniStar Financial Group, Inc. | 20,174 | $687.9K | 0.87% | −35−0.2% | Reduced |
| IHT Wealth Management, LLC | 20,063 | $684.1K | 0.04% | +1,833+10.1% | Added |
| Intrust Bank NA | 20,045 | $683.5K | 0.09% | −2,162−9.7% | Reduced |
| DFPG Investments, LLC | 20,033 | $683.1K | 0.07% | +1,371+7.3% | Added |
| Maven Securities LTD | 20,033 | $683.1K | 0.11% | −4,545−18.5% | Reduced |
| Fee-Only Financial Planning, L.C. | 20,014 | $682.5K | 0.55% | 00.0% | Unchanged |
| MAS Advisors LLC | 19,971 | $681.0K | 0.67% | −207−1.0% | Reduced |
| Franklin Street Advisors Inc | 19,969 | $681.0K | 0.06% | +861+4.5% | Added |
| Wrapmanager Inc | 19,867 | $677.5K | 0.21% | +10,464+111.3% | Added |
| Grove Bank & Trust | 19,835 | $676.4K | 0.14% | +2,595+15.1% | Added |
| Canal Capital Management, LLC | 19,716 | $672.3K | 0.15% | +2,151+12.2% | Added |
| Norway Savings Bank | 19,710 | $672.1K | 0.34% | −303−1.5% | Reduced |
| Bessemer Securities LLC | 19,696 | $672.0K | 0.31% | −5,400−21.5% | Reduced |
| Equitable Holdings, Inc. | 19,634 | $669.5K | 0.01% | +5,323+37.2% | Added |
| Marcum Wealth, LLC | 19,382 | $660.9K | 0.08% | +3,760+24.1% | Added |
| Leisure Capital Management | 19,380 | $660.9K | 0.38% | +2,116+12.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 19,294 | $657.9K | 0.14% | −2,690−12.2% | Reduced |
| Cassia Capital Partners, LLC | 19,242 | $656.2K | 0.53% | −13−0.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 19,240 | $656.1K | 0.04% | +19,240 | New |