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 |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 149,814 | $4.55M | 0.72% | +22,661+17.8% | Added |
| Quantbot Technologies LP | 150,226 | $4.56M | 0.30% | −36,179−19.4% | Reduced |
| TownSquare Capital, LLC | 150,819 | $4.58M | 0.08% | +15,940+11.8% | Added |
| Clarity Financial LLC | 151,705 | $4.60M | 0.69% | +151,705 | New |
| Whittier Trust Co of Nevada Inc | 152,415 | $4.62M | 0.16% | +1,402+0.9% | Added |
| Linscomb & Williams, Inc. | 152,438 | $4.63M | 0.25% | +626+0.4% | Added |
| Aquatic Capital Management LLC | 154,000 | $4.67M | 0.25% | +74,600+94.0% | Added |
| Zions Bancorporation, N.A. | 155,306 | $4.71M | 0.40% | −3,447−2.2% | Reduced |
| Oak Family Advisors, LLC | 156,716 | $4.76M | 2.25% | +156,716 | New |
| Schroder Investment Management Group | 157,088 | $4.77M | 0.01% | −247,482−61.2% | Reduced |
| Czech National Bank | 157,672 | $4.79M | 0.11% | +1,438+0.9% | Added |
| Wealthcare Advisory Partners LLC | 158,571 | $4.81M | 0.22% | +22,834+16.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 158,959 | $4.82M | 0.07% | +28,399+21.8% | Added |
| Investment Management Corp of Ontario | 159,000 | $4.83M | 0.21% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 160,852 | $4.88M | 0.29% | +79,802+98.5% | Added |
| Montag A & Associates Inc | 162,226 | $4.92M | 0.30% | −19,610−10.8% | Reduced |
| Verition Fund Management LLC | 163,149 | $4.95M | 0.08% | −37,028−18.5% | Reduced |
| Xponance, Inc. | 164,289 | $4.99M | 0.07% | +2,267+1.4% | Added |
| State of Alaska, Department of Revenue | 165,058 | $5.01M | 0.06% | −17,493−9.6% | Reduced |
| Argent Trust Co | 171,268 | $5.20M | 0.28% | +2,945+1.7% | Added |
| Independent Advisor Alliance | 171,437 | $5.20M | 0.23% | +9,225+5.7% | Added |
| First Eagle Investment Management, LLC | 172,715 | $5.24M | 0.01% | +8,848+5.4% | Added |
| Massmutual Trust Co FSB | 175,001 | $5.31M | 0.19% | +14,342+8.9% | Added |
| Fifth Third Bancorp | 175,724 | $5.33M | 0.02% | −135,907−43.6% | Reduced |
| Cardinal Capital Management | 176,244 | $5.35M | 1.08% | −55,435−23.9% | Reduced |
| Diversified Trust Co | 180,704 | $5.48M | 0.20% | +789+0.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 181,524 | $5.51M | 1.22% | +5,590+3.2% | Added |
| Zacks Investment Management | 183,127 | $5.56M | 0.07% | +165,718+951.9% | Added |
| M&T Bank Corp | 183,274 | $5.56M | 0.02% | −39,570−17.8% | Reduced |
| First Republic Investment Management, Inc. | 183,638 | $5.57M | 0.03% | −221,636−54.7% | Reduced |
| M&G Investment Management Ltd | 187,305 | $5.62M | 0.03% | −19,956−9.6% | Reduced |
| Ziegler Capital Management, LLC | 187,286 | $5.68M | 0.22% | +126,273+207.0% | Added |
| Janus Henderson Group PLC | 189,495 | $5.75M | 0.00% | −6,237−3.2% | Reduced |
| Wade G W & Inc | 190,703 | $5.79M | 0.21% | −52,901−21.7% | Reduced |
| Mutual of America Capital Management LLC | 191,569 | $5.81M | 0.07% | +1,710+0.9% | Added |
| Empire Life Investments Inc. | 196,547 | $5.97M | 0.41% | −696−0.4% | Reduced |
| Northern Oak Wealth Management Inc | 197,954 | $6.01M | 0.72% | +59,759+43.2% | Added |
| Socorro Asset Management LP | 199,174 | $6.04M | 2.55% | +11,674+6.2% | Added |
| Intact Investment Management Inc. | 201,500 | $6.12M | 0.25% | +41,400+25.9% | Added |
| Capital Fund Management S.A. | 201,581 | $6.12M | 0.10% | +201,581 | New |
| Patten & Patten Inc | 202,199 | $6.14M | 0.51% | +4,695+2.4% | Added |
| Korea Investment CORP | 202,810 | $6.16M | 0.02% | −302,629−59.9% | Reduced |
| NTV Asset Management LLC | 204,691 | $6.21M | 1.08% | −12,966−6.0% | Reduced |
| State of Tennessee, Treasury Department | 207,719 | $6.30M | 0.03% | −447,382−68.3% | Reduced |
| New York Life Investment Management LLC | 208,162 | $6.32M | 0.07% | −292−0.1% | Reduced |
| Yousif Capital Management, LLC | 210,188 | $6.38M | 0.08% | +2,749+1.3% | Added |
| Associated Banc-Corp | 211,740 | $6.43M | 0.24% | −21,719−9.3% | Reduced |
| Rothschild Investment Corp | 214,390 | $6.51M | 0.54% | −870.0% | Reduced |
| Mercer Global Advisors Inc | 215,201 | $6.53M | 0.03% | +9,595+4.7% | Added |
| Public Employees Retirement Association of Colorado | 217,211 | $6.59M | 0.03% | −2,474−1.1% | Reduced |
| WSFS Capital Management, LLC | 218,225 | $6.62M | 0.62% | +132,250+153.8% | Added |
| Willis Investment Counsel | 218,866 | $6.64M | 0.43% | −212−0.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 219,028 | $6.65M | 1.74% | +5,327+2.5% | Added |
| Alpha Omega Wealth Management LLC | 221,648 | $6.73M | 1.14% | +33,090+17.5% | Added |
| Old National Bancorp | 222,189 | $6.74M | 0.19% | +61,331+38.1% | Added |
| Rowland & Co Investment Counsel | 222,673 | $6.76M | 1.60% | −264−0.1% | Reduced |
| Bogart Wealth, LLC | 223,050 | $6.77M | 0.43% | +13,825+6.6% | Added |
| Van Eck Associates Corp | 226,215 | $6.87M | 0.02% | +31,069+15.9% | Added |
| Utah Retirement Systems | 228,025 | $6.92M | 0.10% | −8,600−3.6% | Reduced |
| McRae Capital Management Inc | 229,139 | $6.95M | 1.98% | −2,371−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 231,836 | $7.04M | 0.04% | −13,305−5.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 232,291 | $7.05M | 0.06% | +7,361+3.3% | Added |
| Systematic Alpha Investments, LLC | 233,937 | $7.10M | 0.34% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 236,215 | $7.17M | 2.99% | −17,050−6.7% | Reduced |
| Swiss Life Asset Management Ltd | 238,869 | $7.25M | 0.11% | +56,634+31.1% | Added |
| Highland Capital Management, LLC | 240,394 | $7.30M | 0.47% | +2,758+1.2% | Added |
| Trexquant Investment LP | 240,650 | $7.30M | 0.19% | −64,001−21.0% | Reduced |
| Tower Bridge Advisors | 241,814 | $7.34M | 0.67% | −67,949−21.9% | Reduced |
| Interval Partners, LP | 245,000 | $7.44M | 0.37% | +25,000+11.4% | Added |
| Stonebridge Capital Advisors LLC | 245,488 | $7.45M | 0.79% | +678+0.3% | Added |
| AustralianSuper Pty Ltd | 246,411 | $7.48M | 0.05% | +246,411 | New |
| Pinnacle Associates Ltd | 246,906 | $7.49M | 0.13% | +22,096+9.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 248,271 | $7.54M | 0.72% | +26,958+12.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 255,437 | $7.75M | 0.05% | +12,593+5.2% | Added |
| Ledyard National Bank | 256,329 | $7.78M | 0.85% | −4,118−1.6% | Reduced |
| Cullinan Associates Inc | 257,800 | $7.82M | 0.43% | −35,748−12.2% | Reduced |
| Cresset Asset Management, LLC | 258,270 | $7.83M | 0.06% | +28,549+12.4% | Added |
| Cetera Advisor Networks LLC | 260,900 | $7.92M | 0.05% | +33,965+15.0% | Added |
| Kanawha Capital Management LLC | 265,725 | $8.06M | 0.74% | +4,701+1.8% | Added |
| DnB Asset Management AS | 266,321 | $8.08M | 0.05% | +13,179+5.2% | Added |
| Sonora Investment Management Group, LLC | 266,686 | $8.09M | 0.68% | +11,478+4.5% | Added |
| Mariner, LLC | 266,886 | $8.10M | 0.02% | −430,541−61.7% | Reduced |
| Commerce Bank | 267,804 | $8.13M | 0.06% | −238,408−47.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 268,750 | $8.16M | 0.02% | +428+0.2% | Added |
| IFM Investors Pty Ltd | 270,549 | $8.21M | 0.11% | −942−0.3% | Reduced |
| CIBC World Markets Corp | 271,630 | $8.24M | 0.07% | +97,336+55.8% | Added |
| MML Investors Services, LLC | 273,143 | $8.29M | 0.05% | +69,340+34.0% | Added |
| Bryn Mawr Trust Co | 275,154 | $8.35M | 0.35% | +6,565+2.4% | Added |
| Oregon Public Employees Retirement Fund | 275,583 | $8.36M | 0.10% | +172,675+167.8% | Added |
| Texas Permanent School Fund | 279,096 | $8.47M | 0.08% | +2,475+0.9% | Added |
| Wesbanco Bank Inc | 279,238 | $8.47M | 0.36% | −46,701−14.3% | Reduced |
| Edge Capital Group, LLC | 279,566 | $8.48M | 0.49% | +264,610+1,769.3% | Added |
| One Fin Capital Management LP | 280,000 | $8.50M | 3.69% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 282,961 | $8.59M | 0.14% | +80,944+40.1% | Added |
| Novare Capital Management LLC | 283,934 | $8.62M | 0.93% | +68,429+31.8% | Added |
| Capital Investment Advisory Services, LLC | 287,897 | $8.74M | 0.86% | +48,124+20.1% | Added |
| Auto-Owners Insurance Co | 288,000 | $8.74M | 0.28% | +288,000 | New |
| Public Sector Pension Investment Board | 292,236 | $8.87M | 0.06% | −16,246−5.3% | Reduced |
| Forsta Ap-Fonden | 297,300 | $9.02M | 0.10% | +21,100+7.6% | Added |
| Retirement Systems of Alabama | 302,715 | $9.19M | 0.04% | −89,460−22.8% | Reduced |