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 |
|---|---|---|---|---|---|
| Mountain Pacific Investment Advisers Inc | 8,583 | $260.5K | 0.02% | −259−2.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,626 | $262.0K | 0.01% | +1,228+16.6% | Added |
| Cim Investment Mangement Inc | 8,640 | $262.2K | 0.09% | +26+0.3% | Added |
| Asset Dedication, LLC | 8,678 | $263.0K | 0.02% | −2,176−20.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,675 | $263.3K | 0.02% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 8,681 | $263.5K | 0.06% | −2,485−22.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,716 | $264.5K | 0.02% | +8,716 | New |
| Thrive Capital Management, LLC | 8,750 | $265.6K | 0.15% | −456−5.0% | Reduced |
| Institute for Wealth Management, LLC. | 8,780 | $266.5K | 0.05% | +531+6.4% | Added |
| CM Wealth Advisors LLC | 8,090 | $267.1K | 0.09% | −50,172−86.1% | Reduced |
| Golden State Equity Partners | 8,827 | $267.9K | 0.08% | +8,827 | New |
| Horizon Investments, LLC | 8,979 | $268.0K | 0.01% | +1,771+24.6% | Added |
| Silver Oak Securities, Inc | 8,859 | $269.0K | 0.04% | +1,215+15.9% | Added |
| Pinnacle Holdings, LLC | 8,867 | $269.1K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 8,883 | $269.6K | 0.02% | −3,134−26.1% | Reduced |
| Coastal Investment Advisors, Inc. | 8,896 | $270.0K | 0.06% | −1,022−10.3% | Reduced |
| Curi Capital | 8,918 | $270.7K | 0.04% | −31−0.3% | Reduced |
| Selective Wealth Management, Inc. | 8,415 | $270.9K | 0.14% | +8,415 | New |
| Ergoteles LLC | 8,968 | $272.2K | 0.01% | +8,968 | New |
| 3Chopt Investment Partners, LLC | 8,971 | $272.3K | 0.14% | −3,787−29.7% | Reduced |
| Waycross Partners, LLC | 9,000 | $273.1K | 0.06% | +9,000 | New |
| Clarius Group, LLC | 9,007 | $273.4K | 0.02% | −2,806−23.8% | Reduced |
| Hayek Kallen Investment Management | 9,047 | $275.0K | 0.12% | 00.0% | Unchanged |
| Peoples Bank | 9,079 | $275.6K | 0.17% | −338−3.6% | Reduced |
| Essex Savings Bank | 9,083 | $275.6K | 0.09% | −426−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 9,089 | $275.9K | 0.03% | −2,217−19.6% | Reduced |
| RSM US Wealth Management LLC | 9,101 | $276.2K | 0.01% | +2,372+35.3% | Added |
| Summit Asset Management, LLC | 9,102 | $276.2K | 0.07% | −346−3.7% | Reduced |
| Parthenon LLC | 9,112 | $276.5K | 0.04% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 9,133 | $277.2K | 0.15% | +5+0.1% | Added |
| Alliance Wealth Advisors, LLC | 9,215 | $279.7K | 0.20% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 9,263 | $281.1K | 0.03% | −367−3.8% | Reduced |
| Shelton Capital Management | 9,277 | $281.6K | 0.01% | −228−2.4% | Reduced |
| Invesco, LLC | 9,284 | $281.8K | 0.14% | +9,284 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,305 | $282.0K | 0.03% | −266−2.8% | Reduced |
| Bristlecone Advisors, LLC | 9,297 | $282.2K | 0.03% | +2,695+40.8% | Added |
| Quadrant Private Wealth Management, LLC | 9,308 | $282.5K | 0.08% | +3,309+55.2% | Added |
| Alliance Wealth Advisors, LLC | 9,315 | $282.7K | 0.10% | −308−3.2% | Reduced |
| NFP Retirement, Inc. | 9,320 | $282.9K | 0.05% | +12+0.1% | Added |
| Sentry Investment Management LLC | 9,315 | $283.0K | 0.11% | +416+4.7% | Added |
| Everett Harris & Co | 9,351 | $283.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,360 | $284.1K | 0.03% | +1,954+26.4% | Added |
| Eagle Harbor Asset Management Inc | 9,442 | $286.6K | 0.37% | −1,014−9.7% | Reduced |
| Canandaigua National Bank & Trust Co | 9,455 | $287.0K | 0.05% | −306−3.1% | Reduced |
| Terry L. Blaker | 9,491 | $287.9K | 0.02% | −17,987−65.5% | Reduced |
| Summit Trail Advisors, LLC | 9,495 | $288.2K | 0.01% | −1,073−10.2% | Reduced |
| BIP Wealth, LLC | 9,499 | $288.3K | 0.02% | −1,598−14.4% | Reduced |
| Good Life Advisors, LLC | 9,535 | $289.4K | 0.03% | −972−9.3% | Reduced |
| V Wealth Advisors LLC | 9,545 | $289.7K | 0.05% | −168−1.7% | Reduced |
| Centaurus Financial, Inc. | 9,565 | $290.0K | 0.03% | −1,898−16.6% | Reduced |
| Enterprise Financial Services Corp | 9,626 | $292.1K | 0.19% | +1,174+13.9% | Added |
| Marshall Wace, LLP | 9,636 | $292.5K | 0.00% | −1,635,219−99.4% | Reduced |
| Gratus Capital LLC | 9,668 | $293.4K | 0.02% | +35+0.4% | Added |
| Berkshire Asset Management LLC | 9,689 | $294.1K | 0.02% | −523−5.1% | Reduced |
| Fiducient Advisors LLC | 9,735 | $295.5K | 0.09% | +493+5.3% | Added |
| Opus Capital Group, LLC | 9,757 | $296.0K | 0.05% | −3,086−24.0% | Reduced |
| David Loasby | 9,607 | $296.1K | 0.03% | −432−4.3% | Reduced |
| Successful Portfolios LLC | 9,804 | $297.6K | 0.26% | −2,476−20.2% | Reduced |
| Crawford Investment Counsel Inc | 9,808 | $297.7K | 0.01% | −5,771−37.0% | Reduced |
| Beacon Investment Advisors LLC | 9,837 | $298.5K | 0.20% | −400−3.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,840 | $298.6K | 0.10% | −2,665−21.3% | Reduced |
| Guyasuta Investment Advisors Inc | 9,942 | $301.7K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 9,986 | $303.1K | 0.03% | −2,325−18.9% | Reduced |
| American Assets Inc | 10,000 | $303.5K | 0.14% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 10,051 | $305.1K | 0.16% | +1,992+24.7% | Added |
| KCM Investment Advisors LLC | 10,064 | $305.4K | 0.01% | −1,846−15.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 10,071 | $305.6K | 0.02% | +7+0.1% | Added |
| Abacus Planning Group, Inc. | 10,072 | $305.7K | 0.07% | +365+3.8% | Added |
| ForthRight Wealth Management, LLC | 10,074 | $305.7K | 0.13% | −196−1.9% | Reduced |
| Cypress Wealth Services, LLC | 9,175 | $306.7K | 0.08% | +1,499+19.5% | Added |
| Aprio Wealth Management, LLC | 10,201 | $309.6K | 0.08% | −1,154−10.2% | Reduced |
| V-Square Quantitative Management LLC | 10,215 | $310.0K | 0.23% | −445−4.2% | Reduced |
| Symmetry Partners, LLC | 10,267 | $312.0K | 0.02% | 00.0% | Unchanged |
| Capital City Trust Co | 10,303 | $312.7K | 0.10% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 10,317 | $313.1K | 0.13% | −104−1.0% | Reduced |
| Continuum Advisory, LLC | 10,367 | $314.6K | 0.05% | +50.0% | Added |
| Colonial River Wealth Management, LLC | 10,376 | $314.9K | 0.21% | −2,541−19.7% | Reduced |
| Grey Street Capital, LLC | 10,385 | $315.2K | 0.17% | +585+6.0% | Added |
| Grant/GrossMendelsohn, LLC | 9,708 | $315.3K | 0.13% | −1,702−14.9% | Reduced |
| Sigma Planning Corp | 10,390 | $315.3K | 0.01% | +1,212+13.2% | Added |
| Cassaday & Co Wealth Management LLC | 10,548 | $320.1K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Group | 10,642 | $323.0K | 0.05% | −12,789−54.6% | Reduced |
| Lazard Asset Management LLC | 10,688 | $323.0K | 0.00% | −121,091−91.9% | Reduced |
| Carolinas Wealth Consulting LLC | 10,691 | $324.5K | 0.06% | −553−4.9% | Reduced |
| Forum Financial Management, LP | 10,714 | $325.2K | 0.01% | −1,226−10.3% | Reduced |
| Altus Wealth Group LLC | 10,821 | $328.4K | 0.20% | +196+1.8% | Added |
| Klingman & Associates, LLC | 10,854 | $329.4K | 0.03% | +10,854 | New |
| HBK Sorce Advisory LLC | 10,919 | $331.4K | 0.01% | −1,068−8.9% | Reduced |
| Courier Capital LLC | 10,921 | $331.5K | 0.03% | +10,921 | New |
| WealthTrust Axiom LLC | 10,924 | $331.6K | 0.11% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,963 | $332.7K | 0.01% | +350+3.3% | Added |
| Bartlett & Co. LLC | 10,963 | $333.0K | 0.01% | +350+3.3% | Added |
| Keel Point, LLC | 10,988 | $333.5K | 0.04% | +622+6.0% | Added |
| Radnor Capital Management, LLC | 11,012 | $334.0K | 0.14% | −700−6.0% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,082 | $336.4K | 0.00% | −200−1.8% | Reduced |
| Taylor Hoffman Wealth Management | 11,084 | $336.4K | 0.17% | +3,609+48.3% | Added |
| Merit Financial Group, LLC | 11,085 | $336.4K | 0.01% | +3,132+39.4% | Added |
| Stone Point Wealth LLC | 11,100 | $336.9K | 0.14% | −300−2.6% | Reduced |
| Legacy Capital Group California, Inc. | 11,135 | $337.9K | 0.14% | +313+2.9% | Added |
| Southeast Asset Advisors Inc. | 11,239 | $341.1K | 0.05% | +1,793+19.0% | Added |