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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 4,245 | $129.0K | 0.02% | +4,245 | New |
| MV Capital Management, Inc. | 4,319 | $131.1K | 0.02% | +217+5.3% | Added |
| Covestor Ltd | 4,365 | $132.0K | 0.10% | +1,652+60.9% | Added |
| Arlington Partners LLC | 4,384 | $133.1K | 0.02% | +110+2.6% | Added |
| Cape Investment Advisory, Inc. | 4,514 | $137.0K | 0.08% | +316+7.5% | Added |
| Venturi Wealth Management, LLC | 4,520 | $137.2K | 0.01% | +4,520 | New |
| Vigilant Capital Management, LLC | 4,613 | $140.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 4,770 | $144.8K | 0.13% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,813 | $146.1K | 0.02% | +252+5.5% | Added |
| Resurgent Financial Advisors LLC | 4,929 | $149.6K | 0.10% | −1,962−28.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 5,319 | $161.4K | 0.03% | +2,471+86.8% | Added |
| Harbour Investments, Inc. | 5,334 | $161.9K | 0.01% | +355+7.1% | Added |
| Lindbrook Capital, LLC | 5,338 | $162.0K | 0.02% | −768−12.6% | Reduced |
| Hartford Financial Management Inc. | 5,468 | $166.0K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 5,510 | $167.2K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5,508 | $167.2K | 0.04% | −672−10.9% | Reduced |
| HHM Wealth Advisors, LLC | 5,527 | $167.7K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5,537 | $168.0K | 0.03% | +419+8.2% | Added |
| Proequities, Inc. | 5,587 | $169.6K | 0.01% | −577−9.4% | Reduced |
| Parallel Advisors, LLC | 5,922 | $179.8K | 0.01% | −1,021−14.7% | Reduced |
| Cutler Group LP | 5,946 | $180.0K | 0.04% | −36,146−85.9% | Reduced |
| AlphaMark Advisors, LLC | 6,010 | $182.0K | 0.08% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6,127 | $185.9K | 0.05% | −394−6.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,172 | $187.3K | 0.10% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 6,215 | $188.6K | 0.05% | 00.0% | Unchanged |
| Emfo, LLC | 6,315 | $191.7K | 0.17% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6,556 | $199.0K | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 6,653 | $201.9K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6,654 | $202.0K | 0.06% | +534+8.7% | Added |
| Scotia Capital Inc. | 6,711 | $203.7K | 0.00% | +6,711 | New |
| Mendel Money Management | 6,729 | $204.2K | 0.11% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6,773 | $205.6K | 0.03% | −30.0% | Reduced |
| Shayne & Co., LLC | 6,804 | $206.5K | 0.10% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 6,824 | $207.1K | 0.03% | −3,051−30.9% | Reduced |
| Rock Point Advisors, LLC | 6,850 | $207.9K | 0.07% | 00.0% | Unchanged |
| Tobam | 6,867 | $208.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 6,959 | $209.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,909 | $209.7K | 0.05% | +302+4.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,915 | $209.9K | 0.03% | +6,915 | New |
| CVA Family Office, LLC | 6,916 | $209.9K | 0.04% | +436+6.7% | Added |
| Wallace Advisory Group, LLC | 6,164 | $210.2K | 0.16% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 6,950 | $210.9K | 0.06% | −350−4.8% | Reduced |
| Family Legacy, Inc. | 6,973 | $211.6K | 0.09% | −262−3.6% | Reduced |
| New Republic Capital, LLC | 6,975 | $211.7K | 0.15% | −36−0.5% | Reduced |
| Nemes Rush Group LLC | 7,012 | $212.8K | 0.04% | +7,012 | New |
| Dakota Community Bank & Trust NA | 7,041 | $213.7K | 1.26% | +1,075+18.0% | Added |
| Occidental Asset Management, LLC | 7,067 | $214.5K | 0.05% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 7,076 | $214.8K | 0.00% | +494+7.5% | Added |
| Northern Financial Advisors Inc | 7,087 | $215.1K | 0.19% | −1,808−20.3% | Reduced |
| Lafayette Investments, Inc. | 7,145 | $216.9K | 0.06% | 00.0% | Unchanged |
| Day & Ennis, LLC | 7,214 | $218.9K | 0.08% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,234 | $219.6K | 0.03% | +191+2.7% | Added |
| Citizens Financial Group Inc | 7,235 | $219.6K | 0.01% | −5,178−41.7% | Reduced |
| Jefferies Financial Group Inc. | 7,242 | $219.8K | 0.00% | −35,800−83.2% | Reduced |
| Morris Financial Concepts, Inc. | 7,294 | $221.4K | 0.14% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 7,315 | $222.0K | 0.04% | −1,580−17.8% | Reduced |
| RMB Capital Management, LLC | 7,320 | $222.2K | 0.01% | +7,320 | New |
| Wedmont Private Capital | 6,714 | $222.2K | 0.02% | −1,106−14.1% | Reduced |
| 1620 Investment Advisors, Inc. | 7,328 | $222.4K | 0.25% | −7−0.1% | Reduced |
| WealthShield Partners, LLC | 7,369 | $223.6K | 0.03% | +7,369 | New |
| Mill Capital Management, LLC | 7,386 | $224.2K | 0.02% | −1,333−15.3% | Reduced |
| Chiron Capital Management, LLC | 7,400 | $224.6K | 0.18% | −2,600−26.0% | Reduced |
| Conning Inc. | 7,445 | $226.0K | 0.01% | −1,400−15.8% | Reduced |
| Kingfisher Capital LLC | 7,455 | $226.0K | 0.06% | +287+4.0% | Added |
| Meridian Financial Partners LLC | 6,835 | $226.0K | 0.14% | −266−3.7% | Reduced |
| Advisory Alpha, LLC | 7,526 | $228.4K | 0.01% | −144−1.9% | Reduced |
| Madison Wealth Management | 7,616 | $231.1K | 0.05% | −13−0.2% | Reduced |
| Geller Advisors LLC | 7,618 | $231.2K | 0.03% | +7,618 | New |
| First Manhattan Co | 7,658 | $232.4K | 0.00% | 00.0% | Unchanged |
| Systematic Financial Management LP | 7,659 | $232.5K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 7,680 | $233.1K | 0.08% | −2,825−26.9% | Reduced |
| Main Street Financial Solutions, LLC | 7,687 | $233.3K | 0.03% | +50+0.7% | Added |
| Fortress Wealth Group, LLC | 7,170 | $233.7K | 0.15% | −10.0% | Reduced |
| NorthRock Partners, LLC | 7,723 | $234.4K | 0.03% | −3,064−28.4% | Reduced |
| Sage Mountain Advisors LLC | 7,724 | $234.4K | 0.03% | +1,258+19.5% | Added |
| Samalin Investment Counsel, LLC | 7,752 | $235.3K | 0.13% | +996+14.7% | Added |
| Applied Finance Capital Management, LLC | 7,797 | $236.6K | 0.03% | +7,797 | New |
| 1st Source Bank | 7,809 | $237.0K | 0.02% | −1,915−19.7% | Reduced |
| Fiduciary Trust Co | 7,831 | $237.7K | 0.00% | −25,555−76.5% | Reduced |
| Verus Financial Partners, Inc. | 7,360 | $239.8K | 0.03% | +7,360 | New |
| EP Wealth Advisors, LLC | 83,494 | $241.3K | 0.00% | +74,196+798.0% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $242.8K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 8,001 | $242.8K | 0.02% | −107,679−93.1% | Reduced |
| Wagner Wealth Management, LLC | 8,045 | $244.2K | 0.09% | +26+0.3% | Added |
| Jump Financial, LLC | 8,069 | $244.9K | 0.01% | −205,333−96.2% | Reduced |
| CSM Advisors, LLC | 8,091 | $246.0K | 0.02% | −2,700−25.0% | Reduced |
| NSI Retail Advisors, LLC | 8,091 | $246.0K | 0.04% | −2,700−25.0% | Reduced |
| Birmingham Capital Management Co Inc | 8,209 | $249.1K | 0.10% | −335−3.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 8,325 | $252.7K | 0.06% | +8,325 | New |
| Perigon Wealth Management, LLC | 8,366 | $253.9K | 0.01% | −420−4.8% | Reduced |
| MAI Capital Management | 8,391 | $254.7K | 0.00% | −365−4.2% | Reduced |
| Altrius Capital Management Inc | 8,431 | $255.9K | 0.08% | +8,431 | New |
| Peachtree Investment Partners, LLC | 8,463 | $256.9K | 0.12% | +165+2.0% | Added |
| Canton Hathaway, LLC | 8,516 | $258.0K | 0.08% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 8,489 | $258.0K | 0.00% | +1,685+24.8% | Added |
| Kovack Advisors, Inc. | 8,539 | $259.2K | 0.03% | +516+6.4% | Added |
| Nwam LLC | 8,560 | $259.8K | 0.02% | +183+2.2% | Added |
| WealthPLAN Partners, LLC | 8,570 | $260.1K | 0.04% | −2,463−22.3% | Reduced |
| KC Investment Advisors, LLC | 8,573 | $260.2K | 0.18% | −568−6.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 8,578 | $260.3K | 0.18% | −1,089−11.3% | Reduced |