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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.

Other share classesTFC.PITFC.POTFC.PR

Q2 2023 vs. Q1 2023

How the institutions holding Truist Financial Corp changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of TFC: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1,399111,311−77
Shares972.9M627.6K963.5M−8.79M (−0.9%)
Value$33.1B$21.4M$29.2B−$3.86B (−11.7%)

11 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (93)

Institutions that held Truist Financial Corp at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to TFC in Q2 2023
InstitutionSharesValue% of portfolio
Goldentree Asset Management LP1,715,274$52.1M4.72%
Manning & Napier Group, LLC358,527$10.9M0.12%
Auto-Owners Insurance Co288,000$8.74M0.28%
AustralianSuper Pty Ltd246,411$7.48M0.05%
Capital Fund Management S.A.201,581$6.12M0.10%
Oak Family Advisors, LLC156,716$4.76M2.25%
Clarity Financial LLC151,705$4.60M0.69%
Two Sigma Investments, LP127,932$3.88M0.01%
Baugh & Associates, LLC121,400$3.68M2.22%
GTS Securities LLC116,966$3.55M0.11%
Twin Tree Management, LP108,145$3.28M0.07%
Quantitative Investment Management, LLC93,563$2.84M0.27%
Simplex Trading, LLC89,598$2.72M0.12%
CIBC World Markets Inc.79,441$2.41M0.01%
Aigen Investment Management, LP72,977$2.21M0.33%
Alaska Permanent Fund Corp71,500$2.17M0.04%
Resource Consulting Group Inc64,077$1.94M0.38%
Commonwealth Retirement Investments LLC63,748$1.93M1.08%
Asio Capital, LLC58,066$1.76M0.43%
Connor, Clark & Lunn Investment Management Ltd.56,825$1.72M0.01%
Stoneridge Investment Partners LLC51,987$1.58M0.69%
Marotta Asset Management48,175$1.46M0.33%
Virtu Financial LLC43,170$1.31M0.10%
Portside Wealth Group, LLC42,079$1.28M0.24%
Graham Capital Management, L.P.41,627$1.26M0.04%
Edgestream Partners, L.P.39,122$1.19M0.11%
BCS Wealth Management32,955$1.00M0.73%
Oak Thistle LLC30,786$934.4K0.49%
Steel Canyon Capital, LLC28,514$865.4K1.36%
XTX Topco Ltd26,069$791.2K0.14%
KG&L Capital Management,LLC23,099$701.1K0.34%
Northwest Bank & Trust Co21,770$660.4K0.64%
Westfield Capital Management Co LP21,720$659.2K0.00%
Pine Valley Investments Ltd Liability Co19,476$591.1K0.06%
Boothbay Fund Management, LLC19,405$588.9K0.02%
Trust Investment Advisors18,458$560.2K0.45%
Cunning Capital Partners, LP0$531.0K0.34%
Gsa Capital Partners LLP17,052$518.0K0.05%
Garde Capital, Inc.16,000$486.0K0.04%
Sowell Financial Services LLC15,738$478.0K0.03%
EA Series Trust15,116$458.8K0.02%
Principle Wealth Partners LLC14,700$446.1K0.04%
Meitav Dash Investments Ltd13,362$409.4K0.00%
Putnam Investments LLC12,974$393.8K0.00%
Blueshift Asset Management, LLC11,890$360.9K0.14%
DRW Securities, LLC11,600$352.0K0.03%
Gyroscope Capital Management Group, LLC11,436$347.1K0.08%
Buckingham Strategic Partners11,389$345.7K0.02%
Courier Capital LLC10,921$331.5K0.03%
Klingman & Associates, LLC10,854$329.4K0.03%
Invesco, LLC9,284$281.8K0.14%
Waycross Partners, LLC9,000$273.1K0.06%
Ergoteles LLC8,968$272.2K0.01%
Selective Wealth Management, Inc.8,415$270.9K0.14%
Golden State Equity Partners8,827$267.9K0.08%
Dorsey & Whitney Trust CO LLC8,716$264.5K0.02%
Altrius Capital Management Inc8,431$255.9K0.08%
Cedar Brook Financial Partners, LLC8,325$252.7K0.06%
Verus Financial Partners, Inc.7,360$239.8K0.03%
Applied Finance Capital Management, LLC7,797$236.6K0.03%
Geller Advisors LLC7,618$231.2K0.03%
WealthShield Partners, LLC7,369$223.6K0.03%
RMB Capital Management, LLC7,320$222.2K0.01%
Nemes Rush Group LLC7,012$212.8K0.04%
Pinnacle Wealth Management Advisory Group, LLC6,915$209.9K0.03%
Scotia Capital Inc.6,711$203.7K0.00%
Venturi Wealth Management, LLC4,520$137.2K0.01%
Transamerica Financial Advisors, Inc.4,245$129.0K0.02%
ORG Partners LLC3,051$95.8K0.02%
Coppell Advisory Solutions LLC3,115$95.5K0.03%
Luken Investment Analytics, LLC1,836$55.7K0.03%
Paloma Partners Management Co1,515$46.0K0.01%
Glass Jacobson Investment Advisors llc1,445$43.9K0.02%
Union Savings Bank1,080$35.9K0.02%
Roffman Miller Associates Inc800$24.3K0.00%
Global Wealth Management Investment Advisory, Inc.800$24.3K0.01%
Fairfield, Bush & Co.790$24.0K0.01%
Horizon Bancorp Inc683$21.0K0.01%
Impact Partnership Wealth, LLC511$15.5K0.01%
St Germain D J Co Inc480$14.6K0.00%
Harbor Capital Advisors, Inc.439$13.3K0.00%
Northwest Capital Management Inc424$12.9K0.01%
Brown, Lisle/Cummings, Inc.330$10.0K0.00%
O'Dell Group, LLC324$9.83K0.00%
Cornerstone Planning Group LLC174$5.28K0.00%
Archer Investment Corp156$4.74K0.00%
Strategic Investment Solutions, Inc.150$4.64K0.00%
Cherry Tree Wealth Management, LLC80$2.41K0.00%
Truvestments Capital LLC79$2.40K0.00%
Comerica Bank1,338,863$2.30K0.24%
First Capital Advisors Group, LLC.59$1.79K0.00%
Avion Wealth48$1.00K0.00%
Sanctuary Wealth Management, L.L.C.21$6370.00%

Sold out (170)

Institutions that held Truist Financial Corp at the end of Q1 2023 and filed for Q2 2023 without it.

Showing the largest 100 of 170 by value.

Institutions that sold out of TFC in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Voloridge Investment Management, LLC860,436$29.3M
Brookfield Asset Management Inc.830,884$28.3M
Walleye Capital LLC784,145$26.7M
Algebris (UK) Ltd483,844$16.6M
Two Sigma Advisers, LP407,150$13.9M
Brandywine Global Investment Management, LLC345,114$11.8M
First Long Island Investors, LLC319,698$10.9M
Moore Capital Management, LP262,804$8.96M
Badgley Phelps Wealth Managers, LLC234,553$8.00M
Grantham, Mayo, Van Otterloo & Co. LLC227,778$7.77M
Lockheed Martin Investment Management Co200,000$6.82M
Clearbridge Investments, LLC190,696$6.50M
Walleye Trading LLC186,886$6.37M
Summit Financial Wealth Advisors, LLC180,070$6.14M
Calamos Advisors LLC145,843$4.97M
Parkside Investments, LLC142,531$4.86M
PFS Investments Inc.142,045$4.65M
EJF Capital LLC113,800$3.88M
Marathon Capital Management107,661$3.67M
Capital Insight Partners, LLC87,608$2.99M
Twinbeech Capital LP87,030$2.97M
PGGM Investments84,879$2.89M
Numerai GP LLC73,505$2.51M
Reliant Investment Management, LLC72,392$2.47M
Shorepoint Capital Partners LLC65,948$2.25M
Gries Financial LLC56,530$1.93M
Cyndeo Wealth Partners, LLC56,313$1.92M
Citizens Business Bank56,152$1.91M
Bard Financial Services, Inc.50,930$1.74M
Weiss Multi-Strategy Advisers LLC50,000$1.71M
Banco de Sabadell, S.A48,103$1.64M
Resonant Capital Advisors, LLC46,873$1.60M
Norris Financial Group, LLC43,906$1.50M
Azimuth Capital Investment Management LLC42,930$1.46M
Tealwood Asset Management Inc42,472$1.45M
Argonautica Private Wealth Management, Inc41,484$1.41M
Anchor Capital Advisors LLC39,916$1.36M
Convergence Investment Partners, LLC38,973$1.33M
Members Capital Advisors Inc37,986$1.30M
Garda Capital Partners LP37,540$1.28M
Eqis Capital Management, Inc.35,754$1.22M
Crestline Management, LP35,000$1.19M
WCG Wealth Advisors LLC33,420$1.14M
Coastline Trust Co33,306$1.14M
IMC-Chicago, LLC32,948$1.12M
HAP Trading, LLC32,862$1.12M
Ashton Thomas Private Wealth, LLC31,775$1.08M
Beach Investment Counsel Inc31,612$1.08M
Perpetual Ltd30,274$1.03M
PCJ Investment Counsel Ltd.30,000$1.02M
Sabadell Asset Management, S.A S.G.I.I.C30,369$972.4K
Berkshire Bank28,268$963.9K
Dean Investment Associates, LLC25,588$872.6K
Flputnam Investment Management Co25,357$864.7K
Versor Investments LP24,590$838.5K
True North Advisors, LLC23,728$809.1K
CastleKnight Management LP23,400$797.9K
Town & Country Bank & Trust CO dba First Bankers Trust CO21,201$723.0K
Searle & Co.21,435$698.4K
DFPG Investments, LLC20,033$683.1K
MAS Advisors LLC19,971$681.0K
Emerald Mutual Fund Advisers Trust19,240$656.1K
Greenspring Advisors, LLC18,880$643.8K
Belpointe Asset Management LLC17,876$609.6K
Abundance Wealth Counselors17,094$583.0K
Duality Advisers, LP17,092$582.8K
SeaBridge Investment Advisors LLC16,559$564.7K
Legacy Capital Wealth Partners, LLC16,043$547.1K
Spouting Rock Asset Management, LLC15,908$542.5K
Avidian Wealth Solutions, LLC15,531$529.6K
Axq Capital, LP15,500$528.5K
William Blair Investment Management, LLC14,791$504.4K
SevenBridge Financial Group, LLC14,675$500.4K
Wedbush Securities Inc14,294$487.0K
Quantamental Technologies LLC14,079$480.1K
Center For Asset Management LLC13,896$473.8K
Schechter Investment Advisors, LLC13,840$471.9K
Denali Advisors LLC13,800$470.6K
Echo Street Capital Management LLC13,533$461.5K
Outlook Wealth Advisors, LLC12,922$440.6K
AIA Group Ltd12,251$417.8K
Thrive Wealth Management, LLC12,172$415.1K
Callan Family Office, LLC12,078$411.9K
Forbes Financial Planning, Inc.11,800$402.4K
Industrial Alliance Investment Management Inc.11,629$397.0K
Waldron Private Wealth LLC10,910$372.0K
Venator Management LLC10,000$341.0K
Ferguson Shapiro LLC9,355$319.0K
Alpha Financial Partners, LLC9,211$314.1K
Pinnacle Wealth Planning Services, Inc.9,159$312.3K
Private Capital Management, LLC8,800$300.1K
Chicago Trust Co NA8,689$296.3K
Fortis Advisors, LLC8,456$288.3K
Renasant Bank8,354$284.9K
Petrus Trust Company, LTA8,317$283.6K
Great Valley Advisor Group, Inc.8,226$280.5K
Cito Capital Group, LLC8,000$273.0K
Hennessy Advisors Inc8,000$272.8K
Power Corp of Canada8,176$268.9K
Gemmer Asset Management LLC7,840$267.3K

Not filed for Q2 2023 yet (11)

Institutions that held Truist Financial Corp at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TFC in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Avalon Investment & Advisory285,325$9.73M
Parsec Financial Management, Inc.144,629$4.93M
Ibex Wealth Advisors76,980$2.63M
Pathway Financial Advisers, LLC43,669$1.49M
ETF Managers Group, LLC34,375$1.17M
Investment Management of Virginia LLC18,850$642.8K
HNP Capital LLC12,311$419.8K
Cerro Pacific Wealth Advisors LLC10,582$360.8K
Householder Group Estate & Retirement Specialist, LLC460$16.0K
Baldrige Asset Management LLC320$11.0K
Ahrens Investment Partners LLC136$4.62K