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, 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 | 1,707 | $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, 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 |
|---|---|---|---|---|---|
| Sandhill Capital Partners LLC | 81,593 | $2.48M | 0.23% | −2,152−2.6% | Reduced |
| Louisiana State Employees Retirement System | 82,400 | $2.50M | 0.06% | −3,900−4.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 83,345 | $2.53M | 0.59% | +1,377+1.7% | Added |
| National Asset Management, Inc. | 83,938 | $2.55M | 0.06% | +19,961+31.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 84,000 | $2.55M | 0.01% | +76,013+951.7% | Added |
| Avantax Advisory Services, Inc. | 85,027 | $2.58M | 0.03% | +46,930+123.2% | Added |
| Fiduciary Alliance LLC | 85,313 | $2.59M | 0.56% | −2,275−2.6% | Reduced |
| Kavar Capital Partners Group, LLC | 85,912 | $2.61M | 0.56% | −5,252−5.8% | Reduced |
| Sound Income Strategies, LLC | 86,234 | $2.62M | 0.27% | −110,364−56.1% | Reduced |
| Moloney Securities Asset Management, LLC | 86,825 | $2.64M | 0.47% | +28,980+50.1% | Added |
| Icon Wealth Partners, LLC | 87,154 | $2.65M | 0.28% | −40,101−31.5% | Reduced |
| Trilogy Capital Inc. | 80,135 | $2.65M | 0.17% | +26,229+48.7% | Added |
| SG Americas Securities, LLC | 87,692 | $2.66M | 0.02% | +67,250+329.0% | Added |
| Allspring Global Investments Holdings, LLC | 87,762 | $2.66M | 0.00% | −166,893−65.5% | Reduced |
| Simplex Trading, LLC | 89,598 | $2.72M | 0.12% | +89,598 | New |
| Imprint Wealth LLC | 89,838 | $2.73M | 1.72% | +6,000+7.2% | Added |
| Dana Investment Advisors, Inc. | 89,847 | $2.73M | 0.13% | −208,902−69.9% | Reduced |
| Community Bank, N.A. | 91,494 | $2.78M | 0.37% | +6,952+8.2% | Added |
| Quantitative Investment Management, LLC | 93,563 | $2.84M | 0.27% | +93,563 | New |
| BancorpSouth Bank | 93,784 | $2.85M | 0.25% | −1,179−1.2% | Reduced |
| Hartford Investment Management Co | 93,998 | $2.85M | 0.11% | −18,317−16.3% | Reduced |
| FDx Advisors, Inc. | 94,316 | $2.86M | 0.16% | −135,329−58.9% | Reduced |
| Am Investment Strategies LLC | 95,297 | $2.89M | 0.91% | −888−0.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 96,016 | $2.91M | 0.10% | −4,290−4.3% | Reduced |
| Concord Wealth Partners | 96,045 | $2.91M | 0.63% | +12,073+14.4% | Added |
| MainStreet Investment Advisors LLC | 96,422 | $2.93M | 0.32% | +2,614+2.8% | Added |
| Cramer Rosenthal McGlynn LLC | 96,822 | $2.94M | 0.15% | −24,168−20.0% | Reduced |
| Pacer Advisors, Inc. | 96,876 | $2.94M | 0.01% | −2,329−2.3% | Reduced |
| Continental Advisors LLC | 97,450 | $2.96M | 2.61% | +40,000+69.6% | Added |
| LaFleur & Godfrey LLC | 98,137 | $2.98M | 0.45% | −2,540−2.5% | Reduced |
| Hedeker Wealth, LLC | 100,153 | $3.04M | 1.01% | −3,422−3.3% | Reduced |
| Chartwell Investment Partners, LLC | 100,232 | $3.04M | 0.11% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 100,921 | $3.06M | 0.12% | −63,066−38.5% | Reduced |
| United Capital Management of KS, Inc. | 100,961 | $3.06M | 0.98% | +40,841+67.9% | Added |
| Tower Research Capital LLC (TRC) | 101,028 | $3.07M | 0.10% | +55,763+123.2% | Added |
| Maryland State Retirement & Pension System | 101,301 | $3.07M | 0.06% | −3,312−3.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 103,092 | $3.13M | 0.04% | +13,845+15.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 103,616 | $3.15M | 0.04% | −14,608−12.4% | Reduced |
| Daiwa Securities Group Inc. | 103,877 | $3.15M | 0.02% | +809+0.8% | Added |
| Sandy Spring Bank | 103,971 | $3.16M | 0.17% | −2,875−2.7% | Reduced |
| Bragg Financial Advisors, Inc | 105,194 | $3.19M | 0.18% | −656−0.6% | Reduced |
| Kentucky Retirement Systems | 107,089 | $3.25M | 0.11% | +2,180+2.1% | Added |
| Candriam Luxembourg S.C.A. | 107,899 | $3.27M | 0.02% | −83,716−43.7% | Reduced |
| Stock Yards Bank & Trust Co | 107,970 | $3.28M | 0.12% | +2,970+2.8% | Added |
| Opus Investment Management Inc | 108,100 | $3.28M | 1.18% | 00.0% | Unchanged |
| Twin Tree Management, LP | 108,145 | $3.28M | 0.07% | +108,145 | New |
| Securian Asset Management, Inc | 108,660 | $3.30M | 0.08% | −1,104−1.0% | Reduced |
| Hallmark Capital Management Inc | 109,212 | $3.31M | 0.30% | −2,718−2.4% | Reduced |
| First National Trust Co | 110,436 | $3.35M | 0.16% | +16,998+18.2% | Added |
| Loudon Investment Management, LLC | 110,908 | $3.37M | 2.22% | +92,359+497.9% | Added |
| Hantz Financial Services, Inc. | 112,514 | $3.42M | 0.09% | −42,681−27.5% | Reduced |
| Hyman Charles D | 112,542 | $3.42M | 0.21% | −9,850−8.0% | Reduced |
| Level Four Advisory Services, LLC | 113,783 | $3.45M | 0.21% | +18,337+19.2% | Added |
| Bridge Creek Capital Management LLC | 116,606 | $3.54M | 1.27% | +19,635+20.2% | Added |
| Keybank National Association | 116,752 | $3.54M | 0.02% | +1,289+1.1% | Added |
| GTS Securities LLC | 116,966 | $3.55M | 0.11% | +116,966 | New |
| TD Private Client Wealth LLC | 117,814 | $3.58M | 0.15% | −35,290−23.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 118,309 | $3.59M | 0.14% | −3,091−2.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 119,141 | $3.62M | 1.20% | +5,563+4.9% | Added |
| German American Bancorp, Inc. | 119,336 | $3.62M | 0.51% | +17,576+17.3% | Added |
| Teachers Retirement System of the State of Kentucky | 119,378 | $3.62M | 0.04% | −6,872−5.4% | Reduced |
| British Columbia Investment Management Corp | 119,752 | $3.63M | 0.03% | +1,616+1.4% | Added |
| Dakota Wealth Management | 119,897 | $3.64M | 0.17% | +4,311+3.7% | Added |
| Baugh & Associates, LLC | 121,400 | $3.68M | 2.22% | +121,400 | New |
| Advisory Services Network, LLC | 121,933 | $3.70M | 0.10% | +18,330+17.7% | Added |
| Prudential PLC | 122,099 | $3.71M | 0.04% | +3,373+2.8% | Added |
| Griffin Asset Management, Inc. | 122,372 | $3.71M | 0.50% | +19,603+19.1% | Added |
| Colonial Trust Advisors | 122,575 | $3.72M | 0.41% | −683−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 122,814 | $3.73M | 0.05% | +3,425+2.9% | Added |
| Ingalls & Snyder LLC | 122,827 | $3.73M | 0.18% | −10,729−8.0% | Reduced |
| Parcion Private Wealth LLC | 123,028 | $3.73M | 0.38% | +8,588+7.5% | Added |
| Kempner Capital Management Inc. | 125,528 | $3.81M | 2.44% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 125,742 | $3.82M | 0.01% | −18,202−12.6% | Reduced |
| Whitener Capital Management, Inc. | 125,783 | $3.82M | 1.46% | +40,968+48.3% | Added |
| tru Independence LLC | 125,967 | $3.82M | 1.26% | +11,285+9.8% | Added |
| Chesley Taft & Associates LLC | 126,386 | $3.84M | 0.23% | −129,635−50.6% | Reduced |
| Kestra Advisory Services, LLC | 126,403 | $3.84M | 0.04% | +24,314+23.8% | Added |
| Warther Private Wealth, LLC | 126,506 | $3.84M | 2.61% | +12,350+10.8% | Added |
| Two Sigma Investments, LP | 127,932 | $3.88M | 0.01% | +127,932 | New |
| First Citizens Bank & Trust Co | 128,977 | $3.91M | 0.07% | +4,979+4.0% | Added |
| XML Financial, LLC | 129,563 | $3.93M | 0.45% | −1,003−0.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 130,592 | $3.96M | 0.01% | −178,577−57.8% | Reduced |
| Atria Investments LLC | 130,764 | $3.97M | 0.07% | −26,966−17.1% | Reduced |
| Black Maple Capital Management LP | 131,084 | $3.98M | 4.64% | +124,084+1,772.6% | Added |
| Brinker Capital Investments, LLC | 131,796 | $4.00M | 0.04% | −11,288−7.9% | Reduced |
| Orion Portfolio Solutions, LLC | 131,796 | $4.00M | 0.04% | −11,288−7.9% | Reduced |
| Capital Group Private Client Services, Inc. | 132,598 | $4.02M | 0.05% | +24,116+22.2% | Added |
| CIBC Private Wealth Group, LLC | 133,243 | $4.04M | 0.01% | −7,791−5.5% | Reduced |
| Gulf International Bank (UK) Ltd | 134,298 | $4.08M | 0.10% | −40,562−23.2% | Reduced |
| Nissay Asset Management Corp | 136,305 | $4.14M | 0.04% | −11,032−7.5% | Reduced |
| Huber Capital Management LLC | 137,120 | $4.16M | 1.00% | +8,347+6.5% | Added |
| GWM Advisors LLC | 138,079 | $4.19M | 0.05% | −44,072−24.2% | Reduced |
| Keating Investment Counselors Inc | 138,295 | $4.20M | 1.52% | +8,110+6.2% | Added |
| AXA S.A. | 138,711 | $4.21M | 0.01% | −78,265−36.1% | Reduced |
| Pinebridge Investments, L.P. | 139,143 | $4.22M | 0.05% | −346,446−71.3% | Reduced |
| Oppenheimer & Co Inc | 141,205 | $4.29M | 0.09% | −4,822−3.3% | Reduced |
| Modera Wealth Management, LLC | 141,630 | $4.30M | 0.08% | +127,025+869.7% | Added |
| Cetera Investment Advisers | 142,610 | $4.33M | 0.04% | +22,592+18.8% | Added |
| Mackenzie Financial Corp | 138,457 | $4.35M | 0.01% | −295,958−68.1% | Reduced |
| Harvest Portfolios Group Inc. | 143,999 | $4.37M | 0.20% | +31,349+27.8% | Added |