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; 1,706 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, Q2 2023
Institutional positions in Truist Financial Corp as of Jun 30, 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
- 1,311
- −77 vs. Q1 2023
- Shares held
- 963.5M
- −8.79M (−0.9%) vs. Q1 2023
- Total value
- $29.2B
- −$3.86B (−11.7%) vs. Q1 2023
- New holders
- 93
- 521 more added
- Sold out
- 170
- 544 more reduced
11 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 1,706 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $304 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 15 | $455 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 21 | $637 | 0.00% | +21 | New |
| TFC Financial Management | 27 | $820 | 0.00% | −17−38.6% | Reduced |
| Lowe Wealth Advisors, LLC | 30 | $911 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 32 | $971 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 53 | $1.00K | 0.00% | +1+1.9% | Added |
| Avion Wealth | 48 | $1.00K | 0.00% | +48 | New |
| Wolff Wiese Magana LLC | 35 | $1.06K | 0.00% | −675−95.1% | Reduced |
| Sofos Investments, Inc. | 30 | $1.08K | 0.00% | −4−11.8% | Reduced |
| SJS Investment Consulting Inc. | 40 | $1.21K | 0.00% | +2+5.3% | Added |
| Focused Wealth Management, Inc | 46 | $1.40K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 48 | $1.46K | 0.00% | −38−44.2% | Reduced |
| Estabrook Capital Management | 53 | $1.61K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 54 | $1.64K | 0.00% | +1+1.9% | Added |
| Disciplined Investments, LLC | 56 | $1.70K | 0.00% | +12+27.3% | Added |
| First Capital Advisors Group, LLC. | 59 | $1.79K | 0.00% | +59 | New |
| Ancora Advisors, LLC | 60 | $1.82K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 63 | $1.91K | 0.00% | +63 | Added |
| Riggs Asset Managment Co. Inc. | 63 | $1.92K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 68 | $2.06K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 68 | $2.06K | 0.00% | −16,429−99.6% | Reduced |
| Comerica Bank | 1,338,863 | $2.30K | 0.24% | +1,338,863 | New |
| Truvestments Capital LLC | 79 | $2.40K | 0.00% | +79 | New |
| Cherry Tree Wealth Management, LLC | 80 | $2.41K | 0.00% | +80 | New |
| Lee Financial Co | 80 | $2.43K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 90 | $2.73K | 0.00% | −85−48.6% | Reduced |
| WealthPlan Investment Management, LLC | 92 | $2.79K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 88 | $2.89K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 96 | $2.91K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 113 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 114 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 117 | $3.55K | 0.00% | −107−47.8% | Reduced |
| Horan Securities, Inc. | 129 | $3.92K | 0.00% | −79−38.0% | Reduced |
| Centerpoint Advisors, LLC | 136 | $4.00K | 0.00% | −409−75.0% | Reduced |
| Sit Investment Associates Inc | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 120 | $4.00K | 0.00% | +16+15.4% | Added |
| Castleview Partners, LLC | 132 | $4.01K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 150 | $4.55K | 0.00% | −63−29.6% | Reduced |
| Strategic Investment Solutions, Inc. | 150 | $4.64K | 0.00% | +150 | New |
| Archer Investment Corp | 156 | $4.74K | 0.00% | +156 | New |
| Pin Oak Investment Advisors Inc | 160 | $5.00K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 168 | $5.10K | 0.00% | −305−64.5% | Reduced |
| Prestige Wealth Management Group LLC | 171 | $5.19K | 0.00% | −3,919−95.8% | Reduced |
| Cornerstone Planning Group LLC | 174 | $5.28K | 0.00% | +174 | New |
| Benjamin Edwards Inc | 184 | $6.00K | 0.00% | −17−8.5% | Reduced |
| Raffa Wealth Management, LLC | 198 | $6.01K | 0.00% | −2,676−93.1% | Reduced |
| SOA Wealth Advisors, LLC. | 200 | $6.07K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 212 | $6.43K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 220 | $6.68K | 0.00% | −71−24.4% | Reduced |
| Founders Capital Management | 225 | $6.83K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 231 | $7.01K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 250 | $7.59K | 0.00% | −213,447−99.9% | Reduced |
| Global Trust Asset Management, LLC | 250 | $7.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 266 | $8.07K | 0.00% | +18+7.3% | Added |
| Morton Brown Family Wealth, LLC | 271 | $8.21K | 0.00% | +5+1.9% | Added |
| TCTC Holdings, LLC | 289 | $8.77K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 303 | $9.00K | 0.00% | +9+3.1% | Added |
| Centennial Bank | 299 | $9.07K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $9.11K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 305 | $9.26K | 0.00% | +105+52.5% | Added |
| Solstein Capital, LLC | 311 | $9.44K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 324 | $9.83K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 324 | $9.83K | 0.00% | +324 | New |
| Harbor Investment Advisory, LLC | 330 | $10.0K | 0.00% | −1,459−81.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 330 | $10.0K | 0.00% | +330 | New |
| WR Wealth Planners, LLC | 332 | $10.1K | 0.00% | −275−45.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 339 | $10.3K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 352 | $10.7K | 0.00% | +6+1.7% | Added |
| Piscataqua Savings Bank | 360 | $10.9K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $11.3K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 380 | $11.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 382 | $11.6K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 388 | $11.8K | 0.00% | −1,261−76.5% | Reduced |
| NewSquare Capital LLC | 393 | $11.9K | 0.00% | −7,847−95.2% | Reduced |
| Cambridge Trust Co | 400 | $12.1K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 424 | $12.9K | 0.01% | +424 | New |
| Steward Financial Group LLC | 443 | $13.0K | 0.00% | +424+2,231.6% | Added |
| Motco | 430 | $13.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 439 | $13.3K | 0.00% | +439 | New |
| City State Bank | 453 | $14.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 480 | $14.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 480 | $14.6K | 0.00% | +480 | New |
| Richard W. Paul & Associates, LLC | 481 | $14.6K | 0.01% | −78−14.0% | Reduced |
| CoreFirst Bank & Trust | 491 | $14.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 494 | $15.0K | 0.00% | +176+55.3% | Added |
| Financial Perspectives, Inc | 505 | $15.3K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 511 | $15.5K | 0.01% | +511 | New |
| AllSquare Wealth Management LLC | 513 | $15.9K | 0.01% | −1,146−69.1% | Reduced |
| Webster Bank, N. A. | 558 | $16.9K | 0.00% | −103−15.6% | Reduced |
| Peoples Financial Services Corp. | 568 | $17.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 577 | $17.5K | 0.00% | −459−44.3% | Reduced |
| Global Financial Private Client, LLC | 602 | $18.9K | 0.01% | −16−2.6% | Reduced |
| Beacon Capital Management, LLC | 645 | $19.6K | 0.01% | +190+41.8% | Added |
| Islay Capital Management, LLC | 651 | $19.8K | 0.02% | −12,524−95.1% | Reduced |
| Tradition Wealth Management, LLC | 647 | $20.0K | 0.00% | −151−18.9% | Reduced |
| Missouri Trust & Investment Co | 672 | $20.4K | 0.01% | +218+48.0% | Added |
| Hanson & Doremus Investment Management | 683 | $21.0K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 683 | $21.0K | 0.01% | +683 | New |