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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 306,273 | $9.29M | 0.27% | −5,601−1.8% | Reduced |
| CIBC Asset Management Inc | 308,283 | $9.36M | 0.04% | −8,577−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 311,372 | $9.45M | 0.04% | +29,906+10.6% | Added |
| ProShare Advisors LLC | 311,785 | $9.46M | 0.03% | −35,899−10.3% | Reduced |
| Peapack Gladstone Financial Corp | 313,411 | $9.51M | 0.17% | +5,109+1.7% | Added |
| Robeco Institutional Asset Management B.V. | 314,937 | $9.56M | 0.03% | −70,835−18.4% | Reduced |
| Delta Asset Management LLC | 320,145 | $9.72M | 0.96% | +42,994+15.5% | Added |
| Alyeska Investment Group, L.P. | 321,367 | $9.75M | 0.07% | +40,219+14.3% | Added |
| Teacher Retirement System of Texas | 322,938 | $9.80M | 0.07% | −49,043−13.2% | Reduced |
| Quadrature Capital Ltd | 325,706 | $9.88M | 0.22% | +275,095+543.5% | Added |
| Foster Victor Wealth Advisors, LLC | 321,601 | $9.97M | 1.11% | +57,170+21.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 328,554 | $9.97M | 0.12% | −7,000−2.1% | Reduced |
| Ategra Capital Management, LLC | 330,781 | $9.99M | 5.43% | +240,181+265.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 331,608 | $10.1M | 0.70% | +2,615+0.8% | Added |
| Natixis Advisors, L.P. | 332,759 | $10.1M | 0.03% | +60,695+22.3% | Added |
| Stephens Inc | 336,122 | $10.2M | 0.18% | −11,977−3.4% | Reduced |
| Amalgamated Bank | 337,141 | $10.2M | 0.08% | −7,215−2.1% | Reduced |
| MetLife Investment Management | 337,953 | $10.3M | 0.07% | −4,525−1.3% | Reduced |
| Handelsbanken Fonder AB | 346,729 | $10.5M | 0.06% | +6,806+2.0% | Added |
| Cantor Fitzgerald, L. P. | 348,443 | $10.6M | 0.24% | −218,657−38.6% | Reduced |
| American Assets Investment Management, LLC | 354,000 | $10.7M | 1.20% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 354,735 | $10.8M | 0.18% | +15,744+4.6% | Added |
| Manning & Napier Group, LLC | 358,527 | $10.9M | 0.12% | +358,527 | New |
| Davenport & Co LLC | 358,666 | $10.9M | 0.08% | −70,205−16.4% | Reduced |
| Creative Planning | 358,796 | $10.9M | 0.01% | +8,754+2.5% | Added |
| Whittier Trust Co | 362,723 | $11.0M | 0.19% | −18,957−5.0% | Reduced |
| Guggenheim Capital LLC | 364,579 | $11.1M | 0.09% | +28,635+8.5% | Added |
| Rockefeller Capital Management L.P. | 365,791 | $11.1M | 0.04% | +103,799+39.6% | Added |
| Advisors Capital Management, LLC | 366,849 | $11.1M | 0.27% | +13,326+3.8% | Added |
| Fourthstone LLC | 367,151 | $11.1M | 2.96% | +276,100+303.2% | Added |
| Daymark Wealth Partners, LLC | 370,752 | $11.3M | 0.84% | +172,242+86.8% | Added |
| Nomura Asset Management Co Ltd | 375,968 | $11.4M | 0.05% | −5,529−1.4% | Reduced |
| Arizona State Retirement System | 379,643 | $11.5M | 0.09% | +17,380+4.8% | Added |
| Salem Investment Counselors Inc | 385,715 | $11.7M | 0.42% | +13,932+3.7% | Added |
| Natixis | 390,828 | $11.9M | 0.10% | −194,306−33.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 626,587 | $11.9M | 2.53% | +390,731+165.7% | Added |
| Squarepoint Ops LLC | 391,210 | $11.9M | 0.07% | +267,187+215.4% | Added |
| Advisors Asset Management, Inc. | 393,782 | $12.0M | 0.24% | −4,135−1.0% | Reduced |
| State of Michigan Retirement System | 396,643 | $12.0M | 0.07% | +32,300+8.9% | Added |
| Coerente Capital Management | 403,533 | $12.2M | 2.63% | +685+0.2% | Added |
| Oppenheimer Asset Management Inc. | 404,301 | $12.3M | 0.18% | +17,016+4.4% | Added |
| Bank of Nova Scotia | 405,661 | $12.3M | 0.03% | −1,244,778−75.4% | Reduced |
| Godsey & Gibb Associates | 406,814 | $12.3M | 1.40% | +31,489+8.4% | Added |
| American International Group, Inc. | 409,284 | $12.4M | 0.08% | −30,401−6.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 414,196 | $12.6M | 1.22% | +38,661+10.3% | Added |
| Synovus Financial Corp | 430,196 | $13.1M | 0.14% | +11,899+2.8% | Added |
| Brandes Investment Partners, LP | 431,152 | $13.1M | 0.26% | −1,487−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 432,915 | $13.1M | 0.03% | −54,610−11.2% | Reduced |
| US Bancorp | 438,384 | $13.3M | 0.02% | +45,264+11.5% | Added |
| Financial Counselors Inc | 438,942 | $13.3M | 0.27% | +2,469+0.6% | Added |
| Gateway Investment Advisers LLC | 445,698 | $13.5M | 0.16% | +438,100+5,766.0% | Added |
| Brown Advisory Inc | 462,526 | $14.0M | 0.02% | −8,246−1.8% | Reduced |
| Allianz Asset Management GmbH | 464,245 | $14.1M | 0.03% | −677−0.1% | Reduced |
| Montgomery Investment Management Inc | 468,770 | $14.2M | 4.78% | −600−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 471,102 | $14.4M | 0.03% | +4,725+1.0% | Added |
| USS Investment Management Ltd | 484,496 | $14.7M | 0.18% | +58,482+13.7% | Added |
| Logan Capital Management Inc | 492,515 | $14.9M | 0.72% | +15,863+3.3% | Added |
| River Road Asset Management, LLC | 492,804 | $15.0M | 0.21% | −149,712−23.3% | Reduced |
| Nisa Investment Advisors, LLC | 504,858 | $15.3M | 0.11% | +32,312+6.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 511,217 | $15.5M | 0.07% | +306,821+150.1% | Added |
| Professional Advisory Services Inc | 529,516 | $16.1M | 2.44% | −42,058−7.4% | Reduced |
| Asset Management One Co.,Ltd. | 538,919 | $16.4M | 0.07% | −803−0.1% | Reduced |
| Thomasville National Bank | 547,329 | $16.6M | 1.59% | −41,142−7.0% | Reduced |
| TD Asset Management Inc | 548,677 | $16.7M | 0.02% | −18,247−3.2% | Reduced |
| South Dakota Investment Council | 549,577 | $16.7M | 0.35% | −9,376−1.7% | Reduced |
| KBC Group NV | 552,102 | $16.8M | 0.07% | −295,479−34.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 554,373 | $16.8M | 0.02% | +59,188+12.0% | Added |
| Assenagon Asset Management S.A. | 571,491 | $17.3M | 0.07% | +341,993+149.0% | Added |
| AE Wealth Management LLC | 572,328 | $17.4M | 0.10% | +122,751+27.3% | Added |
| Great Lakes Advisors, LLC | 583,285 | $17.7M | 0.18% | −44,906−7.1% | Reduced |
| Aviva PLC | 597,352 | $18.1M | 0.07% | −247,604−29.3% | Reduced |
| Treasurer of the State of North Carolina | 597,605 | $18.1M | 0.10% | −2,710−0.5% | Reduced |
| Point72 Middle East FZE | 628,741 | $19.1M | 1.06% | +458,779+269.9% | Added |
| Mn Services Vermogensbeheer B.V. | 632,700 | $19.2M | 0.18% | −26,800−4.1% | Reduced |
| Deprince Race & Zollo Inc | 654,939 | $19.9M | 0.46% | −14,711−2.2% | Reduced |
| Easterly Investment Partners LLC | 659,154 | $20.0M | 1.79% | +169,952+34.7% | Added |
| PM Capital Ltd | 665,781 | $20.2M | 4.22% | 00.0% | Unchanged |
| Pictet Asset Management SA | 666,024 | $20.2M | 0.02% | +15,658+2.4% | Added |
| Rafferty Asset Management, LLC | 670,365 | $20.3M | 0.11% | +16,889+2.6% | Added |
| Cerity Partners LLC | 679,604 | $20.6M | 0.08% | +181,828+36.5% | Added |
| CI Private Wealth, LLC | 683,163 | $20.7M | 0.05% | +260,064+61.5% | Added |
| STRS Ohio | 686,050 | $20.8M | 0.09% | −131,343−16.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 691,201 | $21.0M | 1.94% | +887+0.1% | Added |
| State of Wisconsin Investment Board | 691,638 | $21.0M | 0.06% | −11,680−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 697,968 | $21.2M | 0.04% | +144,402+26.1% | Added |
| Vaughan David Investments LLC | 699,227 | $21.2M | 0.62% | +13,067+1.9% | Added |
| Alps Advisors Inc | 718,533 | $21.8M | 0.19% | +83,043+13.1% | Added |
| Public Employees Retirement System of Ohio | 719,886 | $21.8M | 0.09% | −62,787−8.0% | Reduced |
| Victory Capital Management Inc | 723,712 | $22.0M | 0.02% | −344,565−32.3% | Reduced |
| Kornitzer Capital Management Inc | 724,234 | $22.0M | 0.43% | −61,026−7.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 731,476 | $22.2M | 0.04% | +12,886+1.8% | Added |
| Regions Financial Corp | 747,922 | $22.7M | 0.20% | −674,334−47.4% | Reduced |
| Storebrand Asset Management AS | 753,156 | $22.9M | 0.10% | +8,094+1.1% | Added |
| AMF Pensionsforsakring AB | 763,079 | $23.2M | 0.21% | +476,997+166.7% | Added |
| Schonfeld Strategic Advisors LLC | 766,100 | $23.3M | 0.20% | +152,400+24.8% | Added |
| State of New Jersey Common Pension Fund D | 768,944 | $23.3M | 0.08% | 00.0% | Unchanged |
| Prana Capital Management, LP | 773,943 | $23.5M | 1.57% | −262,419−25.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 785,658 | $23.8M | 0.87% | −61,878−7.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 787,215 | $23.9M | 0.06% | −12,767−1.6% | Reduced |
| Baird Financial Group, Inc. | 787,846 | $23.9M | 0.06% | −136,043−14.7% | Reduced |