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; 1,706 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 | 1,706 | $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 |
|---|---|---|---|---|---|
| Norwood Financial Corp | 699 | $21.2K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 706 | $21.4K | 0.00% | −88−11.1% | Reduced |
| Earnest Partners LLC | 745 | $22.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 782 | $23.7K | 0.01% | −2,161−73.4% | Reduced |
| Fairfield, Bush & Co. | 790 | $24.0K | 0.01% | +790 | New |
| Roffman Miller Associates Inc | 800 | $24.3K | 0.00% | +800 | New |
| Global Wealth Management Investment Advisory, Inc. | 800 | $24.3K | 0.01% | +800 | New |
| Core Alternative Capital | 816 | $24.8K | 0.00% | +112+15.9% | Added |
| Horizons Wealth Management | 853 | $25.9K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 855 | $25.9K | 0.00% | −1,948−69.5% | Reduced |
| JFS Wealth Advisors, LLC | 968 | $29.4K | 0.00% | +833+617.0% | Added |
| Nicholas Company, Inc. | 975 | $29.6K | 0.00% | −906,400−99.9% | Reduced |
| Rosenberg Matthew Hamilton | 981 | $29.8K | 0.01% | +4+0.4% | Added |
| Evolution Advisers, Inc. | 1,009 | $30.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 994 | $30.2K | 0.01% | −76−7.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,010 | $31.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 1,036 | $31.4K | 0.01% | +259+33.3% | Added |
| Antonetti Capital Management LLC | 1,049 | $31.8K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,063 | $32.0K | 0.00% | −230−17.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,064 | $32.3K | 0.00% | +104+10.8% | Added |
| Paradigm Asset Management Co LLC | 1,083 | $32.9K | 0.01% | −27,000−96.1% | Reduced |
| Versant Capital Management, Inc | 1,149 | $34.9K | 0.01% | +66+6.1% | Added |
| First Command Bank | 1,165 | $35.4K | 0.00% | −1,370−54.0% | Reduced |
| First Command Financial Services, Inc. | 1,165 | $35.4K | 0.00% | −1,370−54.0% | Reduced |
| Union Savings Bank | 1,080 | $35.9K | 0.02% | +1,080 | New |
| Hexagon Capital Partners LLC | 1,186 | $36.0K | 0.01% | −2,285−65.8% | Reduced |
| CKW Financial Group | 1,200 | $36.0K | 0.01% | +200+20.0% | Added |
| PSI Advisors, LLC | 1,245 | $37.8K | 0.02% | +1,150+1,210.5% | Added |
| Highlander Capital Management, LLC | 1,280 | $39.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,294 | $39.3K | 0.03% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,391 | $42.2K | 0.06% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,442 | $43.8K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,445 | $43.9K | 0.02% | +1,445 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,446 | $43.9K | 0.00% | +350+31.9% | Added |
| GW&K Investment Management, LLC | 1,442 | $44.0K | 0.00% | +541+60.0% | Added |
| Winch Advisory Services, LLC | 1,464 | $44.0K | 0.02% | +689+88.9% | Added |
| First Financial Corp | 1,469 | $44.6K | 0.03% | +196+15.4% | Added |
| Arrow Financial Corp | 1,475 | $44.8K | 0.01% | −150−9.2% | Reduced |
| Bank of New Hampshire | 1,492 | $45.3K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,515 | $46.0K | 0.01% | +1,515 | New |
| First PREMIER Bank | 1,540 | $47.0K | 0.01% | −1,620−51.3% | Reduced |
| Stephens Consulting, LLC | 1,555 | $47.2K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 1,594 | $48.4K | 0.02% | +41+2.6% | Added |
| Point72 Asset Management, L.P. | 1,629 | $49.4K | 0.00% | −286,485−99.4% | Reduced |
| Sutton Wealth Advisors Inc. | 1,739 | $52.8K | 0.03% | −162−8.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,792 | $54.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,824 | $55.4K | 0.02% | +526+40.5% | Added |
| Luken Investment Analytics, LLC | 1,836 | $55.7K | 0.03% | +1,836 | New |
| Providence Capital Advisors, LLC | 1,857 | $56.4K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,873 | $56.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,941 | $58.9K | 0.01% | +423+27.9% | Added |
| IMA Wealth, Inc. | 1,961 | $59.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,072 | $62.9K | 0.01% | +3+0.1% | Added |
| Atlantic Trust, LLC | 1,846 | $62.9K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,175 | $66.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,186 | $66.3K | 0.01% | +209+10.6% | Added |
| Worth Asset Management, LLC | 2,283 | $69.3K | 0.05% | +3+0.1% | Added |
| Capital Advisors, Ltd. LLC | 2,303 | $70.0K | 0.01% | +1,344+140.1% | Added |
| Caldwell Sutter Capital, Inc. | 2,323 | $70.5K | 0.04% | +1,388+148.4% | Added |
| Clear Street Markets LLC | 2,340 | $71.0K | 0.03% | −1,164−33.2% | Reduced |
| Johnson Financial Group, Inc. | 2,353 | $71.4K | 0.00% | −4,155−63.8% | Reduced |
| Loomis Sayles & Co L P | 2,392 | $73.0K | 0.00% | −203−7.8% | Reduced |
| PFG Private Wealth Management, LLC | 2,439 | $74.0K | 0.04% | +494+25.4% | Added |
| JJJ Advisors Inc. | 2,497 | $75.8K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,515 | $76.3K | 0.01% | +348+16.1% | Added |
| Gables Capital Management Inc. | 2,531 | $76.8K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,587 | $78.5K | 0.00% | −13,969−84.4% | Reduced |
| Clear Investment Research, LLC | 2,677 | $81.2K | 0.14% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,701 | $82.0K | 0.00% | −50−1.8% | Reduced |
| KB Financial Partners, LLC | 2,694 | $82.0K | 0.02% | +22+0.8% | Added |
| Proffitt & Goodson Inc | 2,720 | $82.6K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,803 | $85.1K | 0.01% | −283−9.2% | Reduced |
| One River Asset Management, LLC | 2,838 | $87.0K | 0.07% | −31,264−91.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,940 | $89.2K | 0.01% | +69+2.4% | Added |
| Tompkins Financial Corp | 3,080 | $93.5K | 0.01% | −2,600−45.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,129 | $95.0K | 0.07% | +29+0.9% | Added |
| Coppell Advisory Solutions LLC | 3,115 | $95.5K | 0.03% | +3,115 | New |
| Boyd Watterson Asset Management LLC | 3,155 | $95.8K | 0.04% | −362−10.3% | Reduced |
| ORG Partners LLC | 3,051 | $95.8K | 0.02% | +3,051 | New |
| Washington Trust Advisors, Inc. | 3,166 | $96.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,177 | $97.0K | 0.01% | −10,191−76.2% | Reduced |
| Western Pacific Wealth Management, LP | 3,268 | $99.2K | 0.08% | +2,840+663.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,360 | $102.0K | 0.01% | −978−22.5% | Reduced |
| Optimum Investment Advisors | 3,395 | $103.0K | 0.05% | −254−7.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,408 | $103.4K | 0.05% | +2,326+215.0% | Added |
| Park Circle Co | 3,430 | $104.1K | 0.10% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,264 | $105.0K | 0.00% | −1,342−29.1% | Reduced |
| M&R Capital Management Inc | 3,530 | $107.2K | 0.03% | −26−0.7% | Reduced |
| Manchester Capital Management LLC | 3,534 | $107.3K | 0.01% | −1,094−23.6% | Reduced |
| Alta Advisers Ltd | 3,600 | $109.3K | 0.06% | 00.0% | Unchanged |
| United Community Bank | 3,610 | $109.6K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,679 | $111.7K | 0.01% | −285−7.2% | Reduced |
| Ci Investments Inc. | 3,697 | $112.0K | 0.00% | +206+5.9% | Added |
| Toth Financial Advisory Corp | 3,795 | $115.2K | 0.02% | −1,261−24.9% | Reduced |
| AM Squared Ltd | 3,800 | $115.3K | 0.13% | −6,200−62.0% | Reduced |
| Deseret Mutual Benefit Administrators | 3,895 | $118.2K | 0.05% | +792+25.5% | Added |
| Oakworth Capital, Inc. | 3,900 | $118.4K | 0.01% | −1,437−26.9% | Reduced |
| Mechanics Financial Corp | 4,045 | $122.8K | 0.07% | +550+15.7% | Added |
| Carmichael Hill & Associates, Inc. | 4,147 | $125.9K | 0.06% | +229+5.8% | Added |
| Bollard Group LLC | 4,217 | $128.0K | 0.00% | +264+6.7% | Added |