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 |
|---|---|---|---|---|---|
| Applied Capital LLC | 19,232 | $655.8K | 0.65% | +644+3.5% | Added |
| Legacy Financial Advisors, Inc. | 19,051 | $649.6K | 0.13% | −387−2.0% | Reduced |
| Game Creek Capital, LP | 19,000 | $647.9K | 0.43% | −3,750−16.5% | Reduced |
| American Trust | 18,904 | $644.6K | 0.05% | −2,838−13.1% | Reduced |
| Greenspring Advisors, LLC | 18,880 | $643.8K | 0.14% | +231+1.2% | Added |
| Investment Management of Virginia LLC | 18,850 | $642.8K | 0.12% | +180+1.0% | Added |
| ProVise Management Group, LLC | 18,682 | $637.1K | 0.06% | +2,016+12.1% | Added |
| CSS LLC | 18,618 | $634.9K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 18,558 | $632.8K | 0.02% | +9,681+109.1% | Added |
| Loudon Investment Management, LLC | 18,549 | $632.5K | 0.44% | +11,383+158.8% | Added |
| First Heartland Consultants, Inc. | 18,522 | $631.6K | 0.09% | +18,522 | New |
| Wealth Quarterback LLC | 18,521 | $631.6K | 0.54% | +1,132+6.5% | Added |
| Staley Capital Advisers Inc | 18,500 | $631.0K | 0.04% | +18,500 | New |
| River Oaks Capital LLC | 18,500 | $630.9K | 0.88% | +18,500 | New |
| EPG Wealth Management LLC | 18,479 | $630.1K | 0.20% | +6,260+51.2% | Added |
| GW Henssler & Associates Ltd | 18,412 | $627.9K | 0.04% | −1,343−6.8% | Reduced |
| Lakeview Capital Partners, LLC | 23,259 | $624.0K | 0.19% | +3,242+16.2% | Added |
| Montchanin Asset Management, LLC | 18,265 | $623.0K | 0.79% | +2,300+14.4% | Added |
| Reuter James Wealth Management, LLC | 18,183 | $620.0K | 0.43% | +3,789+26.3% | Added |
| Moneta Group Investment Advisors LLC | 18,068 | $616.1K | 0.01% | −114,043−86.3% | Reduced |
| Hilltop Holdings Inc. | 17,989 | $613.2K | 0.08% | +1,399+8.4% | Added |
| WBI Investments | 17,929 | $611.4K | 0.12% | −4,245−19.1% | Reduced |
| Belpointe Asset Management LLC | 17,876 | $609.6K | 0.03% | +6,103+51.8% | Added |
| Boston Trust Walden Corp | 17,818 | $607.6K | 0.01% | −1,399−7.3% | Reduced |
| Carson Advisory Inc. | 17,539 | $598.1K | 0.53% | +9,970+131.7% | Added |
| Douglass Winthrop Advisors, LLC | 17,525 | $598.0K | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 17,475 | $595.9K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 17,409 | $593.7K | 0.01% | −909,700−98.1% | Reduced |
| Tiaa, FSB | 17,248 | $588.2K | 0.00% | −2,849−14.2% | Reduced |
| Eastover Investment Advisors LLC | 17,151 | $584.8K | 0.33% | −25−0.1% | Reduced |
| Abundance Wealth Counselors | 17,094 | $583.0K | 0.15% | +2,120+14.2% | Added |
| Duality Advisers, LP | 17,092 | $582.8K | 0.07% | +17,092 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 17,013 | $580.1K | 0.33% | +1,307+8.3% | Added |
| Gabelli Funds LLC | 17,000 | $579.7K | 0.00% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 16,833 | $574.2K | 0.05% | +16,833 | New |
| Woodard & Co Asset Management Group Inc | 16,788 | $572.5K | 0.20% | 00.0% | Unchanged |
| Hall Private Wealth Advisors | 16,726 | $570.4K | 0.30% | +8,717+108.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,705 | $569.6K | 0.03% | +3,646+27.9% | Added |
| Greenleaf Trust | 16,666 | $568.3K | 0.01% | +400+2.5% | Added |
| SeaBridge Investment Advisors LLC | 16,559 | $564.7K | 0.20% | −430−2.5% | Reduced |
| Silvant Capital Management LLC | 16,556 | $564.6K | 0.04% | −18,463−52.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,527 | $564.0K | 0.01% | −1,702−9.3% | Reduced |
| Copeland Capital Management, LLC | 16,497 | $563.0K | 0.01% | −492−2.9% | Reduced |
| FLC Capital Advisors | 16,453 | $561.0K | 0.17% | +325+2.0% | Added |
| Thompson Investment Management, Inc. | 16,429 | $560.2K | 0.09% | +4,000+32.2% | Added |
| Stratos Wealth Advisors, LLC | 16,338 | $557.2K | 0.04% | −1,515−8.5% | Reduced |
| Ameritas Investment Partners, Inc. | 16,324 | $556.6K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 16,310 | $556.2K | 0.51% | +16,310 | New |
| Cigna Investments Inc | 16,146 | $551.0K | 0.11% | −260−1.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 16,098 | $548.9K | 0.11% | +1,490+10.2% | Added |
| Xcel Wealth Management, LLC | 16,072 | $548.1K | 0.19% | +7,950+97.9% | Added |
| Legacy Capital Wealth Partners, LLC | 16,043 | $547.1K | 0.15% | +16,043 | New |
| Wiley Bros.-Aintree Capital, LLC | 16,011 | $546.0K | 0.26% | +1,447+9.9% | Added |
| Spouting Rock Asset Management, LLC | 15,908 | $542.5K | 0.19% | +15,908 | New |
| Dudley Capital Management, LLC | 15,803 | $538.9K | 0.38% | −200−1.2% | Reduced |
| Trust Asset Management LLC | 15,787 | $538.3K | 0.06% | +734+4.9% | Added |
| Concord Asset Management, LLC | 15,702 | $535.4K | 0.22% | +10,294+190.3% | Added |
| IFG Advisory, LLC | 15,592 | $531.7K | 0.05% | −14,289−47.8% | Reduced |
| Crawford Investment Counsel Inc | 15,579 | $531.2K | 0.01% | −327,907−95.5% | Reduced |
| Graypoint LLC | 15,558 | $530.5K | 0.06% | +3,693+31.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 15,536 | $529.8K | 0.16% | +785+5.3% | Added |
| Avidian Wealth Solutions, LLC | 15,531 | $529.6K | 0.03% | −1,042−6.3% | Reduced |
| Linker Capital Management Inc. | 15,519 | $529.0K | 0.58% | 00.0% | Unchanged |
| Axq Capital, LP | 15,500 | $528.5K | 0.21% | +15,500 | New |
| Investment Research & Advisory Group, Inc. | 15,368 | $524.1K | 0.34% | +10,633+224.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,223 | $519.1K | 0.32% | −420−2.7% | Reduced |
| Stevens Capital Management LP | 15,226 | $519.0K | 0.13% | +15,226 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,069 | $513.9K | 0.08% | −814−5.1% | Reduced |
| DoubleLine ETF Adviser LP | 15,036 | $512.7K | 0.22% | −3,698−19.7% | Reduced |
| Rede Wealth, LLC | 14,975 | $510.6K | 0.27% | +18+0.1% | Added |
| Edge Capital Group, LLC | 14,956 | $510.0K | 0.03% | −3,248−17.8% | Reduced |
| William Blair Investment Management, LLC | 14,791 | $504.4K | 0.00% | −11,189−43.1% | Reduced |
| 1776 Wealth LLC | 14,789 | $504.3K | 0.30% | +739+5.3% | Added |
| Koshinski Asset Management, Inc. | 14,729 | $502.2K | 0.05% | +843+6.1% | Added |
| SevenBridge Financial Group, LLC | 14,675 | $500.4K | 0.14% | −470−3.1% | Reduced |
| Panagora Asset Management Inc | 14,636 | $499.1K | 0.00% | −15,605−51.6% | Reduced |
| Modera Wealth Management, LLC | 14,605 | $498.0K | 0.02% | −278−1.9% | Reduced |
| Montag & Caldwell, LLC | 14,562 | $496.6K | 0.07% | 00.0% | Unchanged |
| Intrua Financial, LLC | 18,159 | $495.7K | 0.10% | +1,291+7.7% | Added |
| Hazlett, Burt & Watson, Inc. | 14,414 | $493.0K | 0.40% | +809+5.9% | Added |
| Fiduciary Group LLC | 14,364 | $489.8K | 0.06% | +1,692+13.4% | Added |
| Private Trust Co NA | 14,334 | $488.8K | 0.07% | −2,357−14.1% | Reduced |
| Avalon Trust Co | 14,295 | $487.5K | 0.05% | +14,295 | New |
| Wedbush Securities Inc | 14,294 | $487.0K | 0.02% | +413+3.0% | Added |
| Community Trust & Investment Co | 14,175 | $483.4K | 0.04% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 14,161 | $482.9K | 0.36% | −441−3.0% | Reduced |
| Quantamental Technologies LLC | 14,079 | $480.1K | 0.26% | +1,574+12.6% | Added |
| Mayfair Advisory Group, LLC | 14,409 | $479.1K | 0.52% | +750+5.5% | Added |
| Prosperity Wealth Management, Inc. | 14,024 | $478.2K | 0.39% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 14,015 | $477.9K | 0.15% | −1,951−12.2% | Reduced |
| City Holding Co | 14,001 | $477.3K | 0.09% | −388−2.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,897 | $473.9K | 0.18% | +60+0.4% | Added |
| Center For Asset Management LLC | 13,896 | $473.8K | 0.46% | +2,755+24.7% | Added |
| Westhampton Capital, LLC | 13,872 | $473.0K | 0.30% | 00.0% | Unchanged |
| S&CO Inc | 13,894 | $473.0K | 0.04% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,840 | $471.9K | 0.04% | −449−3.1% | Reduced |
| Ballentine Partners, LLC | 13,809 | $470.9K | 0.01% | +1,516+12.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,801 | $470.6K | 0.10% | +2,401+21.1% | Added |
| Denali Advisors LLC | 13,800 | $470.6K | 0.20% | −900−6.1% | Reduced |
| Live Oak Private Wealth LLC | 13,702 | $467.2K | 0.10% | +3,250+31.1% | Added |