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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 798,856 | $24.2M | 0.05% | +388,692+94.8% | Added |
| Standard Life Aberdeen plc | 816,788 | $24.8M | 0.06% | +53,401+7.0% | Added |
| Swedbank AB | 822,770 | $25.0M | 0.04% | −11,241−1.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 836,412 | $25.4M | 0.10% | −6,680−0.8% | Reduced |
| Tweedy, Browne Co LLC | 841,871 | $25.6M | 1.34% | −69,920−7.7% | Reduced |
| Susquehanna International Group, LLP | 855,652 | $26.0M | 0.04% | +14,530+1.7% | Added |
| Morningstar Investment Services LLC | 907,775 | $27.8M | 0.36% | +3,849+0.4% | Added |
| Neuberger Berman Group LLC | 922,581 | $28.0M | 0.03% | −3,799,161−80.5% | Reduced |
| Russell Investments Group, Ltd. | 926,045 | $28.1M | 0.05% | −142,545−13.3% | Reduced |
| Captrust Financial Advisors | 947,034 | $28.7M | 0.11% | +44,968+5.0% | Added |
| Man Group plc | 965,183 | $29.3M | 0.09% | – | – |
| Welch Group, LLC | 1,006,035 | $30.5M | 1.75% | +119,471+13.5% | Added |
| Cubist Systematic Strategies, LLC | 1,009,748 | $30.6M | 0.34% | +427,757+73.5% | Added |
| Canada Pension Plan Investment Board | 1,019,464 | $30.9M | 0.05% | +179,950+21.4% | Added |
| Royal London Asset Management Ltd | 1,021,817 | $31.0M | 0.10% | +157,283+18.2% | Added |
| Great West Life Assurance Co | 1,034,528 | $31.5M | 0.07% | −24,476−2.3% | Reduced |
| Schwartz Investment Counsel Inc | 1,066,495 | $32.4M | 1.37% | +65,400+6.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,086,150 | $33.0M | 0.07% | −242,314−18.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,124,636 | $34.1M | 0.07% | +73,293+7.0% | Added |
| rhino investment partners, Inc | 1,160,605 | $35.2M | 8.86% | +88,805+8.3% | Added |
| Janney Montgomery Scott LLC | 1,208,393 | $36.7M | 0.13% | +144,223+13.6% | Added |
| RE Advisers Corp | 1,221,202 | $37.1M | 0.98% | +6,300+0.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,231,288 | $37.4M | 0.12% | +35,763+3.0% | Added |
| DekaBank Deutsche Girozentrale | 1,248,634 | $38.4M | 0.09% | −73,457−5.6% | Reduced |
| SEI Investments Co | 1,280,150 | $38.9M | 0.07% | −55,754−4.2% | Reduced |
| NFJ Investment Group, LLC | 1,366,385 | $41.5M | 1.10% | −169,559−11.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,438,554 | $43.7M | 0.10% | −38,846−2.6% | Reduced |
| New York State Teachers Retirement System | 1,440,841 | $43.7M | 0.10% | −33,594−2.3% | Reduced |
| Douglas Lane & Associates, LLC | 1,452,958 | $44.1M | 0.71% | +148,625+11.4% | Added |
| Fort Washington Investment Advisors Inc | 1,455,940 | $44.2M | 0.32% | +3,753+0.3% | Added |
| National Bank of Canada | 1,432,539 | $45.0M | 0.09% | +600,351+72.1% | Added |
| Principal Financial Group Inc | 1,492,422 | $45.3M | 0.03% | −28,048−1.8% | Reduced |
| Epoch Investment Partners, Inc. | 1,509,716 | $45.8M | 0.27% | −37,088−2.4% | Reduced |
| Toronto Dominion Bank | 1,569,027 | $47.6M | 0.07% | +928,620+145.0% | Added |
| Citigroup Inc | 1,588,223 | $48.2M | 0.06% | +164,216+11.5% | Added |
| Letko, Brosseau & Associates Inc | 1,591,791 | $48.3M | 0.90% | +393,550+32.8% | Added |
| The PNC Financial Services Group, Inc. | 1,608,318 | $48.8M | 0.04% | −1,410,931−46.7% | Reduced |
| Voya Investment Management LLC | 1,621,792 | $49.2M | 0.05% | −483,422−23.0% | Reduced |
| Nordea Investment Management AB | 1,659,353 | $51.0M | 0.07% | −38,807−2.3% | Reduced |
| Goldentree Asset Management LP | 1,715,274 | $52.1M | 4.72% | +1,715,274 | New |
| Manufacturers Life Insurance Company, The | 1,746,452 | $53.0M | 0.03% | −45,617−2.5% | Reduced |
| LSV Asset Management | 1,798,700 | $54.6M | 0.12% | +149,800+9.1% | Added |
| Millennium Management LLC | 1,875,334 | $56.9M | 0.06% | +1,564,007+502.4% | Added |
| Equity Investment Corp | 1,879,472 | $57.0M | 1.77% | +79,651+4.4% | Added |
| Alliancebernstein L.P. | 1,899,559 | $57.7M | 0.02% | +174,657+10.1% | Added |
| Qube Research & Technologies Ltd | 1,959,678 | $59.5M | 0.23% | +1,739,394+789.6% | Added |
| New York State Common Retirement Fund | 1,994,063 | $60.5M | 0.08% | −102,817−4.9% | Reduced |
| Sanders Capital, LLC | 2,173,384 | $66.0M | 0.14% | −113,490−5.0% | Reduced |
| California State Teachers Retirement System | 2,215,917 | $67.3M | 0.09% | −45,735−2.0% | Reduced |
| Bessemer Group Inc | 2,279,964 | $69.2M | 0.15% | +10,578+0.5% | Added |
| LPL Financial LLC | 2,357,115 | $71.5M | 0.05% | +414,813+21.4% | Added |
| Credit Suisse AG | 2,475,726 | $75.1M | 0.08% | +68,572+2.8% | Added |
| California Public Employees Retirement System | 2,483,809 | $75.4M | 0.06% | −138,902−5.3% | Reduced |
| Jennison Associates LLC | 2,531,665 | $76.8M | 0.06% | +399,139+18.7% | Added |
| APG Asset Management N.V. | 2,840,986 | $79.0M | 0.16% | −1,059,593−27.2% | Reduced |
| Rhumbline Advisers | 2,629,686 | $79.8M | 0.09% | +30,747+1.2% | Added |
| National Pension Service | 2,694,613 | $82.6M | 0.13% | +551,069+25.7% | Added |
| Envestnet Asset Management Inc | 2,842,008 | $86.3M | 0.04% | −166,874−5.5% | Reduced |
| HighTower Advisors, LLC | 2,939,737 | $89.2M | 0.18% | +263,185+9.8% | Added |
| HSBC Holdings PLC | 2,962,418 | $90.4M | 0.10% | +138,328+4.9% | Added |
| Price T Rowe Associates Inc | 3,052,710 | $92.7M | 0.01% | +819,541+36.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,288,987 | $99.8M | 0.08% | −980,645−23.0% | Reduced |
| Ameriprise Financial Inc | 3,321,407 | $100.8M | 0.03% | −657,144−16.5% | Reduced |
| Stifel Financial Corp | 3,448,155 | $104.7M | 0.14% | −103,130−2.9% | Reduced |
| Prudential Financial Inc | 3,455,943 | $104.9M | 0.15% | +203,713+6.3% | Added |
| Balyasny Asset Management LLC | 3,786,067 | $114.9M | 0.32% | +3,598,649+1,920.1% | Added |
| Deutsche Bank AG | 3,876,177 | $117.6M | 0.06% | +84,330+2.2% | Added |
| Burgundy Asset Management Ltd. | 4,010,971 | $121.7M | 1.43% | −514,664−11.4% | Reduced |
| D. E. Shaw & Co., Inc. | 4,114,098 | $124.9M | 0.19% | +752,974+22.4% | Added |
| Bank of Montreal | 3,917,466 | $125.0M | 0.08% | +105,545+2.8% | Added |
| First Trust Advisors LP | 4,159,603 | $126.2M | 0.14% | +638,611+18.1% | Added |
| UBS Group AG | 4,400,856 | $133.6M | 0.06% | +191,524+4.5% | Added |
| Cullen Capital Management LLC | 4,519,587 | $137.2M | 1.23% | +373,358+9.0% | Added |
| Raymond James & Associates | 4,658,235 | $141.4M | 0.12% | +160,534+3.6% | Added |
| Truist Financial Corp | 5,170,932 | $156.9M | 0.26% | −349,692−6.3% | Reduced |
| Wells Fargo & Company | 5,217,905 | $158.4M | 0.05% | −25,721−0.5% | Reduced |
| Barclays PLC | 5,473,579 | $166.1M | 0.11% | +3,436,493+168.7% | Added |
| Bahl & Gaynor Inc | 6,120,798 | $185.8M | 1.13% | −3,840,942−38.6% | Reduced |
| Nuveen Asset Management, LLC | 6,329,471 | $192.1M | 0.07% | +1,466,146+30.1% | Added |
| Goldman Sachs Group Inc | 6,905,191 | $209.6M | 0.05% | −1,035,370−13.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,919,203 | $210.0M | 0.26% | −672,979−8.9% | Reduced |
| Dimensional Fund Advisors LP | 7,472,838 | $226.8M | 0.07% | −35,432−0.5% | Reduced |
| UBS Asset Management Americas Inc | 7,098,663 | $242.1M | 0.12% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,143,255 | $247.1M | 0.34% | +7,348,178+924.2% | Added |
| Legal & General Group Plc | 8,480,000 | $257.4M | 0.08% | +160,488+1.9% | Added |
| American Century Companies Inc | 9,816,419 | $297.9M | 0.22% | −893,925−8.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 10,387,680 | $315.3M | 0.59% | +4,766,876+84.8% | Added |
| Federated Hermes, Inc. | 10,393,572 | $315.4M | 0.78% | +1,040,000+11.1% | Added |
| Invesco Ltd. | 10,497,505 | $318.6M | 0.08% | +818,649+8.5% | Added |
| Bank of New York Mellon Corp | 10,600,108 | $321.7M | 0.07% | −2,652,486−20.0% | Reduced |
| Citadel Advisors LLC | 10,654,780 | $323.4M | 0.36% | +141,766+1.3% | Added |
| Capital International Investors | 11,053,948 | $335.5M | 0.08% | +1,734,025+18.6% | Added |
| Franklin Resources Inc | 11,719,243 | $355.7M | 0.17% | +2,781,842+31.1% | Added |
| Macquarie Group Ltd | 13,443,155 | $408.0M | 0.47% | +2,476,914+22.6% | Added |
| Norges Bank | 13,639,795 | $414.0M | 0.08% | +317,302+2.4% | Added |
| Royal Bank of Canada | 14,652,089 | $444.7M | 0.12% | +999,961+7.3% | Added |
| Northern Trust Corp | 14,914,834 | $452.7M | 0.09% | −1,288,915−8.0% | Reduced |
| Diamond Hill Capital Management Inc | 15,128,698 | $459.2M | 2.07% | −1,568,862−9.4% | Reduced |
| Massachusetts Financial Services Co | 15,298,363 | $464.3M | 0.15% | −125,923−0.8% | Reduced |
| Morgan Stanley | 15,324,628 | $465.1M | 0.05% | +1,919,245+14.3% | Added |