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 |
|---|---|---|---|---|---|
| FMR LLC | 16,864,269 | $511.8M | 0.04% | −4,596,922−21.4% | Reduced |
| Charles Schwab Investment Management Inc | 17,771,573 | $523.6M | 0.15% | +575,930+3.3% | Added |
| JPMorgan Chase & Co | 22,193,774 | $673.6M | 0.08% | −19,496,024−46.8% | Reduced |
| Geode Capital Management, LLC | 24,458,354 | $740.5M | 0.09% | +526,889+2.2% | Added |
| Amundi | 27,754,083 | $871.1M | 0.44% | +1,828,393+7.1% | Added |
| Dodge & Cox | 30,391,734 | $922.4M | 0.62% | +9,980,937+48.9% | Added |
| Bank of America Corp | 36,454,116 | $1.11B | 0.13% | +3,740,717+11.4% | Added |
| State Street Corp | 59,824,259 | $1.82B | 0.10% | +1,056,703+1.8% | Added |
| BlackRock Inc. | 98,319,001 | $2.98B | 0.08% | −1,723,277−1.7% | Reduced |
| Vanguard Group Inc | 116,905,757 | $3.55B | 0.08% | +815,198+0.7% | Added |
| Infrastructure Capital Advisors, LLC | 48,027 | – | – | +16,948+54.5% | Added |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −860,436−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −830,884−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −784,145−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −483,844−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −407,150−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −345,114−100.0% | Sold out |
| First Long Island Investors, LLC | 0 | $0 | 0.00% | −319,698−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −262,804−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −234,553−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −227,778−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −190,696−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −186,886−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −180,070−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −145,843−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −142,531−100.0% | Sold out |
| PFS Investments Inc. | 0 | $0 | 0.00% | −142,045−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −113,800−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −107,661−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −87,608−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −87,030−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −84,879−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −73,505−100.0% | Sold out |
| Reliant Investment Management, LLC | 0 | $0 | 0.00% | −72,392−100.0% | Sold out |
| Shorepoint Capital Partners LLC | 0 | $0 | 0.00% | −65,948−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −56,530−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −56,313−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −56,152−100.0% | Sold out |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −50,930−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −48,103−100.0% | Sold out |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −46,873−100.0% | Sold out |
| Norris Financial Group, LLC | 0 | $0 | 0.00% | −43,906−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −42,930−100.0% | Sold out |
| Tealwood Asset Management Inc | 0 | $0 | 0.00% | −42,472−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −41,484−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −39,916−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −38,973−100.0% | Sold out |
| Members Capital Advisors Inc | 0 | $0 | 0.00% | −37,986−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −37,540−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −35,754−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −33,420−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −33,306−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −32,948−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −32,862−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −31,775−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −31,612−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −30,274−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Sabadell Asset Management, S.A S.G.I.I.C | 0 | $0 | 0.00% | −30,369−100.0% | Sold out |
| Berkshire Bank | 0 | $0 | 0.00% | −28,268−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −25,588−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −25,357−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −24,590−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −23,728−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −23,400−100.0% | Sold out |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | $0 | 0.00% | −21,201−100.0% | Sold out |
| Searle & Co. | 0 | $0 | 0.00% | −21,435−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −20,033−100.0% | Sold out |
| MAS Advisors LLC | 0 | $0 | 0.00% | −19,971−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −19,240−100.0% | Sold out |
| Greenspring Advisors, LLC | 0 | $0 | 0.00% | −18,880−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −17,876−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −17,094−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −17,092−100.0% | Sold out |
| SeaBridge Investment Advisors LLC | 0 | $0 | 0.00% | −16,559−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −16,043−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −15,908−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −15,531−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −14,791−100.0% | Sold out |
| SevenBridge Financial Group, LLC | 0 | $0 | 0.00% | −14,675−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −14,294−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −14,079−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −13,896−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −13,840−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −13,533−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,922−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −12,251−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −12,172−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −12,078−100.0% | Sold out |
| Forbes Financial Planning, Inc. | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −11,629−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −10,910−100.0% | Sold out |
| Venator Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Ferguson Shapiro LLC | 0 | $0 | 0.00% | −9,355−100.0% | Sold out |
| Alpha Financial Partners, LLC | 0 | $0 | 0.00% | −9,211−100.0% | Sold out |