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; 1,707 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 | 1,707 | $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 |
|---|---|---|---|---|---|
| Ossiam | 22,203 | $673.9K | 0.01% | −16,907−43.2% | Reduced |
| Penserra Capital Management LLC | 22,369 | $677.0K | 0.01% | +10,864+94.4% | Added |
| Certified Advisory Corp | 22,313 | $677.2K | 0.12% | −421−1.9% | Reduced |
| Hancock Whitney Corp | 22,541 | $683.0K | 0.03% | +12,457+123.5% | Added |
| Newman Dignan & Sheerar, Inc. | 22,822 | $692.6K | 0.21% | −9,891−30.2% | Reduced |
| Widmann Financial Services, Inc. | 22,822 | $692.6K | 0.66% | +202+0.9% | Added |
| Advisor Partners II, LLC | 23,011 | $698.4K | 0.03% | −12,602−35.4% | Reduced |
| KG&L Capital Management,LLC | 23,099 | $701.1K | 0.34% | +23,099 | New |
| Procyon Private Wealth Partners, LLC | 23,217 | $704.6K | 0.09% | −143−0.6% | Reduced |
| Capital Asset Advisory Services LLC | 21,494 | $711.4K | 0.05% | −2,010−8.6% | Reduced |
| Aull & Monroe Investment Management Corp | 23,460 | $712.0K | 0.36% | −411−1.7% | Reduced |
| Shepherd Financial Partners LLC | 23,562 | $715.1K | 0.11% | +2,438+11.5% | Added |
| Monument Capital Management | 23,620 | $716.9K | 0.23% | +27+0.1% | Added |
| Intrua Financial, LLC | 23,855 | $724.0K | 0.13% | +5,696+31.4% | Added |
| Allworth Financial LP | 24,024 | $729.1K | 0.01% | +2,771+13.0% | Added |
| Verity & Verity, LLC | 24,094 | $731.3K | 0.09% | −334,973−93.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 24,129 | $732.3K | 0.07% | −200−0.8% | Reduced |
| Sheets Smith Wealth Management | 24,279 | $736.9K | 0.11% | −161−0.7% | Reduced |
| Lakeview Capital Partners, LLC | 24,299 | $737.5K | 0.14% | +1,040+4.5% | Added |
| IFP Advisors, Inc | 13,523 | $740.0K | 0.04% | −404−2.9% | Reduced |
| ProVise Management Group, LLC | 24,610 | $746.9K | 0.07% | +5,928+31.7% | Added |
| Select Asset Management & Trust | 24,972 | $758.0K | 0.46% | +2,875+13.0% | Added |
| HM Payson & Co | 25,002 | $758.8K | 0.02% | −2,028−7.5% | Reduced |
| Rossmore Private Capital | 25,207 | $765.0K | 0.11% | −1,467−5.5% | Reduced |
| Nicolet Bankshares Inc | 37,053 | $765.7K | 0.22% | +14,695+65.7% | Added |
| First Horizon Advisors, Inc. | 25,420 | $771.5K | 0.03% | −451−1.7% | Reduced |
| Savant Capital, LLC | 25,502 | $774.0K | 0.01% | +2,363+10.2% | Added |
| Linden Thomas Advisory Services, LLC | 25,671 | $779.1K | 0.17% | +715+2.9% | Added |
| Van Leeuwen & Company, LLC | 24,899 | $781.6K | 0.49% | +40+0.2% | Added |
| RBF Capital, LLC | 25,900 | $786.1K | 0.05% | 00.0% | Unchanged |
| Colony Group LLC | 26,016 | $790.0K | 0.01% | +3,305+14.6% | Added |
| Legacy Wealth Asset Management, LLC | 26,053 | $790.7K | 0.28% | +15,438+145.4% | Added |
| XTX Topco Ltd | 26,069 | $791.2K | 0.14% | +26,069 | New |
| Smith, Salley & Associates | 26,099 | $792.0K | 0.06% | −90,804−77.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 26,623 | $809.9K | 0.80% | −1,702−6.0% | Reduced |
| Resources Investment Advisors, LLC. | 26,767 | $812.4K | 0.02% | −95−0.4% | Reduced |
| EPG Wealth Management LLC | 27,187 | $825.1K | 0.24% | +8,708+47.1% | Added |
| Applied Capital LLC | 27,216 | $826.0K | 0.78% | +7,984+41.5% | Added |
| First Bank & Trust | 27,359 | $830.3K | 0.21% | −15,209−35.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 27,533 | $835.6K | 0.05% | +1,393+5.3% | Added |
| Valeo Financial Advisors, LLC | 27,628 | $838.5K | 0.04% | +1,313+5.0% | Added |
| Sound View Wealth Advisors Group, LLC | 27,691 | $840.4K | 0.11% | +1,245+4.7% | Added |
| Founders Financial Alliance, LLC | 27,715 | $841.2K | 0.33% | +4,825+21.1% | Added |
| United Bank | 27,927 | $847.6K | 0.10% | −757−2.6% | Reduced |
| Csenge Advisory Group | 27,994 | $849.6K | 0.06% | −408−1.4% | Reduced |
| Ally Financial Inc. | 28,000 | $849.8K | 0.12% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 28,232 | $856.8K | 0.17% | −5,026−15.1% | Reduced |
| Trust Co of Virginia | 28,273 | $858.1K | 0.09% | −561−1.9% | Reduced |
| River Oaks Capital LLC | 28,300 | $858.9K | 1.31% | +9,800+53.0% | Added |
| Jacobi Capital Management LLC | 28,405 | $862.1K | 0.10% | +3,476+13.9% | Added |
| Plimoth Trust Co LLC | 28,478 | $864.3K | 0.26% | −1,150−3.9% | Reduced |
| Steel Canyon Capital, LLC | 28,514 | $865.4K | 1.36% | +28,514 | New |
| CSS LLC | 28,618 | $868.6K | 0.07% | +10,000+53.7% | Added |
| GoalVest Advisory LLC | 28,685 | $870.6K | 0.45% | −1,910−6.2% | Reduced |
| First Heartland Consultants, Inc. | 28,736 | $872.1K | 0.11% | +10,214+55.1% | Added |
| Alberta Investment Management Corp | 28,800 | $874.1K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 28,840 | $875.3K | 0.06% | −8,274−22.3% | Reduced |
| Voya Financial Advisors, Inc. | 28,609 | $876.6K | 0.10% | −1,470−4.9% | Reduced |
| Fort Sheridan Advisors LLC | 29,239 | $887.4K | 0.20% | +43+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 29,283 | $888.7K | 0.01% | −3,855−11.6% | Reduced |
| Mutual Advisors, LLC | 29,285 | $888.8K | 0.03% | +1,130+4.0% | Added |
| Dividend Assets Capital, LLC | 29,496 | $895.0K | 0.18% | −741−2.5% | Reduced |
| Curated Wealth Partners LLC | 30,168 | $915.6K | 0.18% | −2,581−7.9% | Reduced |
| RFP Financial Group LLC | 30,197 | $916.5K | 0.37% | +22,500+292.3% | Added |
| Poehling Capital Management, LLC | 30,210 | $916.9K | 0.31% | −13,225−30.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 30,437 | $924.0K | 0.05% | −16,103−34.6% | Reduced |
| RFG Advisory, LLC | 30,598 | $928.6K | 0.04% | +527+1.8% | Added |
| Brighton Jones LLC | 30,721 | $932.4K | 0.05% | +5,606+22.3% | Added |
| Foundations Investment Advisors, LLC | 30,751 | $933.3K | 0.03% | +4,336+16.4% | Added |
| Oak Thistle LLC | 30,786 | $934.4K | 0.49% | +30,786 | New |
| Ballast, Inc. | 30,982 | $940.3K | 0.36% | +3,287+11.9% | Added |
| United Services Automobile Association | 31,075 | $943.1K | 0.03% | −3,631−10.5% | Reduced |
| Vestcor Inc | 31,180 | $946.0K | 0.03% | −152−0.5% | Reduced |
| Strategic Advisors LLC | 31,670 | $961.2K | 0.18% | −3,918−11.0% | Reduced |
| Bridgefront Capital, LLC | 31,672 | $961.2K | 0.52% | −10,422−24.8% | Reduced |
| Farmers National Bank | 31,748 | $963.6K | 0.33% | −2,307−6.8% | Reduced |
| Bank Ozk | 31,945 | $969.5K | 0.46% | +610+1.9% | Added |
| Siemens Fonds Invest GmbH | 32,109 | $969.7K | 0.09% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 32,144 | $976.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 32,281 | $979.7K | 0.09% | +133+0.4% | Added |
| Davis Investment Partners, LLC | 29,850 | $986.8K | 0.47% | −435−1.4% | Reduced |
| South State Corp. | 32,631 | $990.4K | 0.09% | −3,739−10.3% | Reduced |
| Sawtooth Solutions, LLC | 32,766 | $994.4K | 0.03% | +3,495+11.9% | Added |
| Bleakley Financial Group, LLC | 32,776 | $994.7K | 0.03% | +3,510+12.0% | Added |
| Transcend Wealth Collective, LLC | 32,795 | $995.3K | 0.09% | −562−1.7% | Reduced |
| Engineers Gate Manager LP | 32,879 | $997.9K | 0.04% | −834−2.5% | Reduced |
| BCS Wealth Management | 32,955 | $1.00M | 0.73% | +32,955 | New |
| Hendershot Investments Inc. | 33,371 | $1.01M | 0.16% | −1,508−4.3% | Reduced |
| We Are One Seven, LLC | 33,641 | $1.02M | 0.09% | −12,041−26.4% | Reduced |
| NewEdge Wealth, LLC | 33,645 | $1.02M | 0.03% | −9,428−21.9% | Reduced |
| MBL Wealth, LLC | 33,846 | $1.03M | 0.15% | +4,074+13.7% | Added |
| J.W. Cole Advisors, Inc. | 33,898 | $1.03M | 0.07% | −1,837−5.1% | Reduced |
| Cornerstone Advisory, LLC | 33,948 | $1.03M | 0.18% | +634+1.9% | Added |
| McMillion Capital Management Inc | 34,839 | $1.06M | 0.94% | −160−0.5% | Reduced |
| Pettee Investors, Inc. | 35,069 | $1.06M | 0.48% | +780+2.3% | Added |
| St. Johns Investment Management Company, LLC | 35,153 | $1.07M | 0.58% | +121+0.3% | Added |
| Snowden Capital Advisors LLC | 35,392 | $1.07M | 0.04% | −6,566−15.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 35,722 | $1.08M | 0.59% | +6,015+20.2% | Added |
| Tredje AP-fonden | 35,754 | $1.09M | 0.02% | +5,918+19.8% | Added |
| Lowe Brockenbrough & Co Inc | 35,802 | $1.09M | 0.08% | −4,696−11.6% | Reduced |