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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 15,732 | $477.5K | 0.06% | +1,398+9.8% | Added |
| Sowell Financial Services LLC | 15,738 | $478.0K | 0.03% | +15,738 | New |
| Trust Asset Management LLC | 15,787 | $479.1K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 15,798 | $479.5K | 0.02% | −526−3.2% | Reduced |
| West Paces Advisors Inc. | 16,001 | $485.6K | 0.14% | −10,274−39.1% | Reduced |
| Delta Accumulation, LLC | 16,006 | $485.8K | 6.09% | −111,994−87.5% | Reduced |
| Garde Capital, Inc. | 16,000 | $486.0K | 0.04% | +16,000 | New |
| Hall Private Wealth Advisors | 16,117 | $489.2K | 0.26% | −609−3.6% | Reduced |
| Westwood Holdings Group Inc. | 16,187 | $491.0K | 0.00% | −28,956−64.1% | Reduced |
| GW Henssler & Associates Ltd | 16,389 | $497.4K | 0.03% | −2,023−11.0% | Reduced |
| Bessemer Securities LLC | 16,396 | $498.0K | 0.33% | −3,300−16.8% | Reduced |
| Cigna Investments Inc | 16,427 | $499.0K | 0.09% | +281+1.7% | Added |
| FLC Capital Advisors | 16,453 | $499.3K | 0.15% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 16,482 | $500.2K | 0.34% | +679+4.3% | Added |
| Stratos Wealth Advisors, LLC | 16,540 | $502.0K | 0.04% | +202+1.2% | Added |
| Atticus Wealth Management, LLC | 16,581 | $503.2K | 0.19% | −3,820−18.7% | Reduced |
| MTM Investment Management, LLC | 16,640 | $505.0K | 0.25% | −5,297−24.1% | Reduced |
| Brookstone Capital Management | 15,855 | $505.5K | 0.01% | −13,394−45.8% | Reduced |
| Financial Advocates Investment Management | 16,658 | $505.6K | 0.04% | +4,412+36.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,705 | $507.0K | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 16,754 | $508.5K | 0.05% | −5,286−24.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 16,788 | $509.5K | 0.17% | 00.0% | Unchanged |
| Intrust Bank NA | 16,803 | $510.0K | 0.06% | −3,242−16.2% | Reduced |
| Eastover Investment Advisors LLC | 16,920 | $513.5K | 0.27% | −231−1.3% | Reduced |
| Gabelli Funds LLC | 17,000 | $516.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 17,052 | $518.0K | 0.05% | +17,052 | New |
| Fiduciary Group LLC | 17,228 | $522.9K | 0.06% | +2,864+19.9% | Added |
| Boston Trust Walden Corp | 17,337 | $526.2K | 0.00% | −481−2.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 17,337 | $526.2K | 0.10% | +1,239+7.7% | Added |
| Xcel Wealth Management, LLC | 17,372 | $527.2K | 0.17% | +1,300+8.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,372 | $527.3K | 0.24% | +1,361+8.5% | Added |
| Thompson Investment Management, Inc. | 17,374 | $527.3K | 0.09% | +945+5.8% | Added |
| Marcum Wealth, LLC | 17,386 | $527.7K | 0.06% | −1,996−10.3% | Reduced |
| Spire Wealth Management | 17,422 | $528.7K | 0.02% | −1,136−6.1% | Reduced |
| Cunning Capital Partners, LP | 0 | $531.0K | 0.34% | 0 | New |
| Edmond de Rothschild Holding S.A. | 17,800 | $540.2K | 0.01% | −19,426−52.2% | Reduced |
| Reuter James Wealth Management, LLC | 17,947 | $544.7K | 0.66% | −236−1.3% | Reduced |
| Legacy Financial Advisors, Inc. | 17,993 | $546.1K | 0.10% | −1,058−5.6% | Reduced |
| Game Creek Capital, LP | 18,000 | $546.3K | 0.36% | −1,000−5.3% | Reduced |
| Norway Savings Bank | 18,090 | $549.0K | 0.30% | −1,620−8.2% | Reduced |
| Franklin Street Advisors Inc | 18,136 | $550.0K | 0.05% | −1,833−9.2% | Reduced |
| Lido Advisors, LLC | 18,158 | $550.8K | 0.01% | −2,548−12.3% | Reduced |
| Ethic Inc. | 18,277 | $554.7K | 0.02% | −10,965−37.5% | Reduced |
| CAPROCK Group, Inc. | 18,282 | $554.9K | 0.04% | −3,240−15.1% | Reduced |
| Bokf, NA | 18,350 | $556.9K | 0.01% | −5,979−24.6% | Reduced |
| Trust Investment Advisors | 18,458 | $560.2K | 0.45% | +18,458 | New |
| Pitcairn Co | 18,487 | $561.1K | 0.05% | −9,854−34.8% | Reduced |
| Busey Wealth Management | 18,488 | $561.1K | 0.02% | +10,531+132.3% | Added |
| Staley Capital Advisers Inc | 18,500 | $561.5K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 18,525 | $562.2K | 0.11% | −1,310−6.6% | Reduced |
| Hilltop Holdings Inc. | 18,583 | $563.8K | 0.07% | +594+3.3% | Added |
| RMR Wealth Builders | 18,841 | $571.8K | 0.10% | +9,516+102.0% | Added |
| American Trust | 18,904 | $573.7K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 18,946 | $575.0K | 0.02% | −6,060−24.2% | Reduced |
| Tiaa, FSB | 19,047 | $578.1K | 0.00% | +1,799+10.4% | Added |
| Intech Investment Management LLC | 19,177 | $582.0K | 0.01% | −98,133−83.7% | Reduced |
| Park Place Capital Corp | 19,180 | $582.1K | 0.16% | −4,961−20.6% | Reduced |
| Cassia Capital Partners, LLC | 19,237 | $583.8K | 0.46% | −50.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 19,294 | $585.6K | 0.12% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 19,309 | $586.0K | 0.22% | +4,273+28.4% | Added |
| Wealth Quarterback LLC | 19,352 | $587.3K | 0.41% | +831+4.5% | Added |
| Boothbay Fund Management, LLC | 19,405 | $588.9K | 0.02% | +19,405 | New |
| Westover Capital Advisors, LLC | 19,407 | $589.0K | 0.20% | −12,328−38.8% | Reduced |
| Rollins Financial | 19,451 | $590.3K | 0.16% | +10,400+114.9% | Added |
| City Holding Co | 19,458 | $590.3K | 0.10% | +5,457+39.0% | Added |
| Pine Valley Investments Ltd Liability Co | 19,476 | $591.1K | 0.06% | +19,476 | New |
| Equitable Holdings, Inc. | 19,544 | $593.2K | 0.01% | −90−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 19,595 | $594.7K | 0.01% | +1,527+8.5% | Added |
| Washington Trust Co | 19,602 | $594.9K | 0.03% | −27,347−58.2% | Reduced |
| Sumitomo Life Insurance Co | 19,782 | $600.4K | 0.03% | −1,757−8.2% | Reduced |
| Northwest & Ethical Investments L.P. | 19,841 | $602.2K | 0.02% | −34,196−63.3% | Reduced |
| Canal Capital Management, LLC | 19,881 | $603.4K | 0.12% | +165+0.8% | Added |
| Wetherby Asset Management Inc | 19,927 | $604.8K | 0.03% | −2,505−11.2% | Reduced |
| Fee-Only Financial Planning, L.C. | 20,014 | $607.4K | 0.46% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 20,025 | $607.8K | 0.01% | +2,500+14.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 20,107 | $610.4K | 0.05% | +3,274+19.4% | Added |
| OmniStar Financial Group, Inc. | 20,198 | $613.0K | 0.72% | +24+0.1% | Added |
| Concord Asset Management, LLC | 20,233 | $614.1K | 0.22% | +4,531+28.9% | Added |
| Profund Advisors LLC | 20,295 | $616.0K | 0.03% | −735−3.5% | Reduced |
| Ieq Capital, LLC | 20,350 | $617.6K | 0.01% | −916−4.3% | Reduced |
| Meridian Wealth Management, LLC | 20,547 | $623.6K | 0.05% | −1,967−8.7% | Reduced |
| Cravens & Co Advisors, LLC | 20,679 | $627.6K | 0.58% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 18,814 | $629.0K | 0.33% | +1,801+10.6% | Added |
| Lebenthal Global Advisors, LLC | 20,912 | $634.7K | 0.18% | +6,897+49.2% | Added |
| Centiva Capital, LP | 20,936 | $635.4K | 0.03% | +13,767+192.0% | Added |
| Beverly Hills Private Wealth, LLC | 20,007 | $641.6K | 0.11% | +10,414+108.6% | Added |
| Carson Advisory Inc. | 21,161 | $642.2K | 0.54% | +3,622+20.7% | Added |
| Leisure Capital Management | 21,182 | $642.9K | 0.35% | +1,802+9.3% | Added |
| Transatlantique Private Wealth LLC | 21,236 | $644.5K | 0.34% | −5,343−20.1% | Reduced |
| PEAK6 Investments LLC | 21,270 | $645.5K | 0.06% | −207,802−90.7% | Reduced |
| Summit Financial Group Inc | 21,364 | $648.4K | 0.25% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 21,500 | $652.5K | 0.02% | −35,600−62.3% | Reduced |
| Great Lakes Retirement, Inc. | 21,505 | $652.7K | 0.12% | +976+4.8% | Added |
| Clearstead Advisors, LLC | 21,533 | $653.5K | 0.04% | +788+3.8% | Added |
| Westfield Capital Management Co LP | 21,720 | $659.2K | 0.00% | +21,720 | New |
| Northwest Bank & Trust Co | 21,770 | $660.4K | 0.64% | +21,770 | New |
| Vontobel Holding Ltd. | 21,795 | $661.5K | 0.01% | +853+4.1% | Added |
| Los Angeles Capital Management LLC | 21,857 | $663.4K | 0.00% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 21,893 | $664.5K | 0.19% | −302−1.4% | Reduced |
| Wealthspire Advisors, LLC | 22,017 | $668.2K | 0.01% | −924−4.0% | Reduced |