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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 11,389 | $345.7K | 0.02% | +11,389 | New |
| Chemung Canal Trust Co | 11,412 | $346.4K | 0.07% | −14,479−55.9% | Reduced |
| Gyroscope Capital Management Group, LLC | 11,436 | $347.1K | 0.08% | +11,436 | New |
| Cobblestone Capital Advisors LLC | 11,474 | $348.2K | 0.02% | −545−4.5% | Reduced |
| Lumature Wealth Partners, LLC | 11,487 | $348.6K | 0.21% | +20.0% | Added |
| Boston Private Wealth LLC | 11,488 | $348.7K | 0.01% | −1,451−11.2% | Reduced |
| S&CO Inc | 11,525 | $349.0K | 0.03% | −2,369−17.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 11,459 | $349.1K | 0.34% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 11,560 | $350.8K | 0.01% | −68−0.6% | Reduced |
| DRW Securities, LLC | 11,600 | $352.0K | 0.03% | +11,600 | New |
| Sculati Wealth Management, LLC | 11,659 | $353.9K | 0.18% | 00.0% | Unchanged |
| Verum Partners LLC | 11,696 | $355.0K | 0.32% | +1,410+13.7% | Added |
| Stevens Capital Management LP | 11,699 | $355.0K | 0.07% | −3,527−23.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 11,744 | $356.0K | 0.02% | −190−1.6% | Reduced |
| Koshinski Asset Management, Inc. | 11,733 | $356.1K | 0.04% | −2,996−20.3% | Reduced |
| Prelude Capital Management, LLC | 11,741 | $356.3K | 0.03% | +485+4.3% | Added |
| Baker Tilly Wealth Management, LLC | 11,761 | $356.9K | 0.04% | −541−4.4% | Reduced |
| Lake Street Advisors Group, LLC | 11,761 | $357.0K | 0.02% | −1,002−7.9% | Reduced |
| Texas Yale Capital Corp. | 11,838 | $359.3K | 0.02% | −5,637−32.3% | Reduced |
| Farmers Trust Co | 11,854 | $359.8K | 0.08% | +372+3.2% | Added |
| Pathway Financial Advisors LLC | 11,864 | $360.1K | 0.12% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 11,890 | $360.9K | 0.14% | +11,890 | New |
| Tradewinds, LLC. | 11,949 | $362.6K | 0.21% | −313−2.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,000 | $364.0K | 0.01% | −4,527−27.4% | Reduced |
| Washington Capital Management Inc | 12,000 | $364.2K | 0.31% | +4,679+63.9% | Added |
| Aspiriant, LLC | 12,040 | $365.4K | 0.02% | +1,471+13.9% | Added |
| Westhampton Capital, LLC | 12,130 | $368.1K | 0.24% | −1,742−12.6% | Reduced |
| Desjardins Global Asset Management Inc. | 12,142 | $368.4K | 0.04% | +673+5.9% | Added |
| Phillips Wealth Planners LLC | 12,249 | $371.8K | 0.49% | −58−0.5% | Reduced |
| HRT Financial LP | 12,262 | $372.0K | 0.00% | −137,954−91.8% | Reduced |
| Balentine LLC | 12,265 | $372.2K | 0.01% | +801+7.0% | Added |
| Strategic Blueprint, LLC | 12,268 | $372.3K | 0.04% | +2,151+21.3% | Added |
| NBT Bank N A | 12,415 | $376.8K | 0.05% | +227+1.9% | Added |
| Ogorek Anthony Joseph | 12,431 | $377.0K | 0.14% | +200+1.6% | Added |
| Graypoint LLC | 12,446 | $377.7K | 0.04% | −3,112−20.0% | Reduced |
| Exencial Wealth Advisors, LLC | 12,447 | $377.8K | 0.02% | +205+1.7% | Added |
| Montchanin Asset Management, LLC | 12,250 | $380.0K | 0.43% | −6,015−32.9% | Reduced |
| Hill Investment Group Partners, LLC | 12,620 | $383.0K | 0.07% | 00.0% | Unchanged |
| WBH Advisory Inc | 12,636 | $383.5K | 0.05% | +391+3.2% | Added |
| Caldwell Trust Co | 12,675 | $384.7K | 0.05% | −963−7.1% | Reduced |
| Geneos Wealth Management Inc. | 12,724 | $386.2K | 0.02% | +106+0.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,725 | $386.2K | 0.07% | −1,076−7.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 12,640 | $387.0K | 0.01% | −38,774−75.4% | Reduced |
| Roman Butler Fullerton & Co | 10,928 | $388.9K | 0.18% | +4,266+64.0% | Added |
| Greenleaf Trust | 12,821 | $389.1K | 0.00% | −3,845−23.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,824 | $389.2K | 0.00% | +435+3.5% | Added |
| New Hampshire Trust | 12,841 | $389.7K | 0.10% | +608+5.0% | Added |
| Wealth Alliance Advisory Group, LLC | 12,910 | $391.8K | 0.14% | −987−7.1% | Reduced |
| Panagora Asset Management Inc | 12,916 | $392.0K | 0.00% | −1,720−11.8% | Reduced |
| Allen Investment Management LLC | 12,950 | $393.0K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $393.0K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 12,952 | $393.1K | 0.28% | +95+0.7% | Added |
| Putnam Investments LLC | 12,974 | $393.8K | 0.00% | +12,974 | New |
| Avalon Trust Co | 13,000 | $394.6K | 0.04% | −1,295−9.1% | Reduced |
| Wrapmanager Inc | 13,005 | $394.7K | 0.12% | −6,862−34.5% | Reduced |
| Lindenwold Advisors | 13,072 | $396.7K | 0.24% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $398.3K | 0.14% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 13,126 | $398.4K | 0.09% | +6,054+85.6% | Added |
| Chesapeake Asset Management LLC | 13,184 | $400.1K | 0.36% | −3,126−19.2% | Reduced |
| IHT Wealth Management, LLC | 13,448 | $408.1K | 0.02% | −6,615−33.0% | Reduced |
| Live Oak Private Wealth LLC | 13,466 | $408.7K | 0.08% | −236−1.7% | Reduced |
| Ballentine Partners, LLC | 13,476 | $409.0K | 0.01% | −333−2.4% | Reduced |
| Meitav Dash Investments Ltd | 13,362 | $409.4K | 0.00% | +13,362 | New |
| Vectors Research Management, LLC | 13,525 | $410.0K | 0.12% | −97−0.7% | Reduced |
| Fisher Asset Management, LLC | 13,601 | $412.8K | 0.00% | +7,010+106.4% | Added |
| Partners in Financial Planning | 13,611 | $413.1K | 0.11% | −9,929−42.2% | Reduced |
| Brady Family Wealth, LLC | 13,735 | $416.9K | 0.16% | +128+0.9% | Added |
| Tandem Investment Advisors, Inc. | 13,793 | $419.0K | 0.02% | −12,442−47.4% | Reduced |
| Essex Financial Services, Inc. | 13,850 | $420.3K | 0.05% | +149+1.1% | Added |
| Hazlett, Burt & Watson, Inc. | 13,955 | $422.0K | 0.31% | −459−3.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 13,973 | $424.1K | 0.23% | +1,604+13.0% | Added |
| Prosperity Wealth Management, Inc. | 14,024 | $425.6K | 0.28% | 00.0% | Unchanged |
| Community Trust & Investment Co | 14,175 | $430.2K | 0.03% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 14,273 | $433.2K | 0.12% | −10,917−43.3% | Reduced |
| Evercore Wealth Management, LLC | 14,287 | $433.6K | 0.01% | +4,493+45.9% | Added |
| Haverford Trust Co | 14,340 | $435.2K | 0.00% | −8,089−36.1% | Reduced |
| Evergreen Capital Management LLC | 14,392 | $436.8K | 0.02% | +7,242+101.3% | Added |
| Quantinno Capital Management LP | 14,532 | $441.0K | 0.03% | +3,993+37.9% | Added |
| Montag & Caldwell, LLC | 14,562 | $442.0K | 0.05% | 00.0% | Unchanged |
| Simmons Bank | 14,632 | $444.1K | 0.04% | +2,892+24.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,681 | $445.6K | 0.06% | −388−2.6% | Reduced |
| Principle Wealth Partners LLC | 14,700 | $446.1K | 0.04% | +14,700 | New |
| Shell Asset Management Co | 14,777 | $448.0K | 0.02% | −43,878−74.8% | Reduced |
| Maven Securities LTD | 14,800 | $449.2K | 0.06% | −5,233−26.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,863 | $451.1K | 0.28% | −360−2.4% | Reduced |
| Veriti Management LLC | 14,978 | $454.6K | 0.05% | −5,703−27.6% | Reduced |
| Rede Wealth, LLC | 14,983 | $454.7K | 0.22% | +8+0.1% | Added |
| Coldstream Capital Management Inc | 15,028 | $456.1K | 0.01% | +1,780+13.4% | Added |
| Empowered Funds, LLC | 15,116 | $458.8K | 0.02% | +7,623+101.7% | Added |
| EA Series Trust | 15,116 | $458.8K | 0.02% | +15,116 | New |
| Resources Management Corp | 15,200 | $461.0K | 0.07% | −36,624−70.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 15,221 | $461.9K | 0.27% | −147−1.0% | Reduced |
| Israel Discount Bank of New York | 15,301 | $464.4K | 0.37% | +1,140+8.1% | Added |
| Mayfair Advisory Group, LLC | 14,647 | $466.9K | 0.47% | +238+1.7% | Added |
| 1776 Wealth LLC | 15,389 | $467.1K | 0.25% | +600+4.1% | Added |
| WBI Investments | 15,511 | $470.8K | 0.09% | −2,418−13.5% | Reduced |
| Linker Capital Management Inc. | 15,519 | $471.0K | 0.50% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 15,539 | $471.6K | 0.14% | +30.0% | Added |
| Insigneo Advisory Services, LLC | 15,621 | $474.1K | 0.09% | +6,081+63.7% | Added |
| First Commonwealth Financial Corp | 15,681 | $475.9K | 0.15% | +5,601+55.6% | Added |