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 |
|---|---|---|---|---|---|
| X-Square Capital, LLC | 36,087 | $1.09M | 0.74% | −2,011−5.3% | Reduced |
| Princeton Global Asset Management LLC | 36,107 | $1.10M | 0.32% | +1,159+3.3% | Added |
| Investors Asset Management of Georgia Inc | 36,201 | $1.10M | 0.57% | +2,727+8.1% | Added |
| Heritage Trust Co | 36,252 | $1.10M | 0.16% | −1,698−4.5% | Reduced |
| CNB Bank | 36,638 | $1.11M | 0.65% | −2,618−6.7% | Reduced |
| RKL Wealth Management LLC | 36,709 | $1.11M | 0.13% | +505+1.4% | Added |
| Argent Advisors, Inc. | 36,742 | $1.12M | 0.51% | +2,293+6.7% | Added |
| Diamant Asset Management, Inc. | 36,925 | $1.12M | 0.86% | +2,825+8.3% | Added |
| D.A. Davidson & Co. | 36,972 | $1.12M | 0.01% | −22,751−38.1% | Reduced |
| Beacon Pointe Advisors, LLC | 36,989 | $1.12M | 0.02% | +3,256+9.7% | Added |
| Marks Group Wealth Management, Inc | 37,275 | $1.13M | 0.13% | +10,206+37.7% | Added |
| First County Bank | 37,652 | $1.14M | 0.55% | +3,225+9.4% | Added |
| Kinneret Advisory, LLC | 37,665 | $1.14M | 0.14% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 37,723 | $1.15M | 0.10% | −75−0.2% | Reduced |
| InterOcean Capital Group, LLC | 38,059 | $1.16M | 0.04% | −1,582−4.0% | Reduced |
| Salzhauer Michael | 38,137 | $1.16M | 1.25% | −1,500−3.8% | Reduced |
| IFG Advisory, LLC | 38,138 | $1.16M | 0.10% | +22,546+144.6% | Added |
| Physicians Financial Services, Inc. | 38,361 | $1.16M | 0.46% | −1,100−2.8% | Reduced |
| Leavell Investment Management, Inc. | 38,433 | $1.17M | 0.08% | −7,785−16.8% | Reduced |
| BKD Wealth Advisors, LLC | 38,537 | $1.17M | 0.03% | +4,424+13.0% | Added |
| Park Avenue Securities LLC | 38,619 | $1.17M | 0.02% | +2,899+8.1% | Added |
| Banque Cantonale Vaudoise | 38,633 | $1.17M | 0.05% | +16,000+70.7% | Added |
| Ferguson Wellman Capital Management, Inc | 38,745 | $1.18M | 0.03% | −1,169,441−96.8% | Reduced |
| Glenview Trust Co | 38,785 | $1.18M | 0.03% | +5,550+16.7% | Added |
| Headinvest, LLC | 37,185 | $1.18M | 0.25% | −7,702−17.2% | Reduced |
| Global Retirement Partners, LLC | 39,059 | $1.19M | 0.06% | +3,059+8.5% | Added |
| Capital Investment Advisors, LLC | 39,065 | $1.19M | 0.04% | −2,461−5.9% | Reduced |
| Icon Advisers Inc | 39,100 | $1.19M | 0.30% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 39,105 | $1.19M | 0.69% | −1,786−4.4% | Reduced |
| Edgestream Partners, L.P. | 39,122 | $1.19M | 0.11% | +39,122 | New |
| Parallax Volatility Advisers, L.P. | 39,133 | $1.19M | 0.04% | −36,558−48.3% | Reduced |
| Axxcess Wealth Management, LLC | 39,437 | $1.20M | 0.09% | −2,049−4.9% | Reduced |
| CWM, LLC | 39,509 | $1.20M | 0.01% | +6,352+19.2% | Added |
| Gotham Asset Management, LLC | 39,604 | $1.20M | 0.03% | +783+2.0% | Added |
| Moody National Bank Trust Division | 39,688 | $1.20M | 0.08% | +2,232+6.0% | Added |
| Berkeley Capital Partners, LLC | 39,861 | $1.21M | 0.43% | +13,431+50.8% | Added |
| Bray Capital Advisors | 39,952 | $1.21M | 0.36% | −17,828−30.9% | Reduced |
| StoneX Group Inc. | 40,010 | $1.21M | 0.13% | +19,387+94.0% | Added |
| Buckhead Capital Management LLC | 40,101 | $1.22M | 0.29% | 00.0% | Unchanged |
| AMG National Trust Bank | 40,151 | $1.22M | 0.04% | −7,547−15.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 40,376 | $1.23M | 0.06% | −3,284−7.5% | Reduced |
| Blair William & Co | 40,388 | $1.23M | 0.00% | −4,757−10.5% | Reduced |
| Veritable, L.P. | 40,597 | $1.23M | 0.02% | −1,736−4.1% | Reduced |
| Vinva Investment Management Ltd | 40,441 | $1.24M | 0.11% | −4,523−10.1% | Reduced |
| Wealth Alliance | 40,856 | $1.24M | 0.19% | −3,455−7.8% | Reduced |
| Atria Wealth Solutions, Inc. | 40,945 | $1.24M | 0.02% | +5,872+16.7% | Added |
| Sequoia Financial Advisors, LLC | 41,381 | $1.26M | 0.02% | +2,856+7.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 41,415 | $1.26M | 0.13% | +21,171+104.6% | Added |
| Empirical Finance, LLC | 41,452 | $1.26M | 0.10% | +4,299+11.6% | Added |
| Hills Bank & Trust Co | 41,487 | $1.26M | 0.16% | +5,627+15.7% | Added |
| Graham Capital Management, L.P. | 41,627 | $1.26M | 0.04% | +41,627 | New |
| Northwestern Mutual Investment Management Company, LLC | 42,013 | $1.28M | 0.03% | +305+0.7% | Added |
| Portside Wealth Group, LLC | 42,079 | $1.28M | 0.24% | +42,079 | New |
| Atlantic Union Bankshares Corp | 42,091 | $1.28M | 0.13% | −5,461−11.5% | Reduced |
| Raleigh Capital Management Inc. | 42,217 | $1.28M | 0.64% | −2,762−6.1% | Reduced |
| Brown Brothers Harriman & Co | 42,229 | $1.28M | 0.01% | −1,958−4.4% | Reduced |
| Outfitter Financial LLC | 42,443 | $1.29M | 1.15% | −250−0.6% | Reduced |
| Silvercrest Asset Management Group LLC | 42,767 | $1.30M | 0.01% | +3,685+9.4% | Added |
| Two Sigma Securities, LLC | 42,944 | $1.30M | 0.11% | +36,050+522.9% | Added |
| Old North State Trust, LLC | 42,951 | $1.30M | 0.96% | −323−0.7% | Reduced |
| Virtu Financial LLC | 43,170 | $1.31M | 0.10% | +43,170 | New |
| CWA Asset Management Group, LLC | 43,166 | $1.31M | 0.09% | −373−0.9% | Reduced |
| Investors Research Corp | 43,224 | $1.31M | 0.33% | +635+1.5% | Added |
| Heritage Wealth Advisors | 43,354 | $1.32M | 0.07% | −1,751−3.9% | Reduced |
| Apollon Wealth Management, LLC | 43,361 | $1.32M | 0.06% | +14,383+49.6% | Added |
| BHK Investment Advisors, LLC | 43,379 | $1.32M | 0.56% | +5,069+13.2% | Added |
| 1832 Asset Management L.P. | 43,455 | $1.32M | 0.00% | +35,300+432.9% | Added |
| Independence Bank of Kentucky | 43,908 | $1.33M | 0.54% | +859+2.0% | Added |
| Arcus Capital Partners, LLC | 44,046 | $1.34M | 0.40% | −112−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 44,288 | $1.34M | 0.06% | +4,723+11.9% | Added |
| Oak Harbor Wealth Partners, LLC | 44,347 | $1.35M | 0.46% | +4,246+10.6% | Added |
| Steward Partners Investment Advisory, LLC | 44,637 | $1.35M | 0.02% | −3,439−7.2% | Reduced |
| GHP Investment Advisors, Inc. | 43,081 | $1.37M | 0.08% | +4,878+12.8% | Added |
| SYSTM Wealth Solutions LLC | 45,075 | $1.37M | 0.19% | −1,852−3.9% | Reduced |
| Wellington Management Group LLP | 45,296 | $1.37M | 0.00% | −12,415,021−99.6% | Reduced |
| Boston Partners | 45,792 | $1.39M | 0.00% | −2,417,809−98.1% | Reduced |
| Signaturefd, LLC | 46,546 | $1.41M | 0.04% | −2,059−4.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 46,917 | $1.42M | 0.05% | −312−0.7% | Reduced |
| Patten Group, Inc. | 47,029 | $1.43M | 0.40% | −69−0.1% | Reduced |
| Citizens & Northern Corp | 47,087 | $1.43M | 0.54% | +10,840+29.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,812 | $1.45M | 0.11% | +600+1.3% | Added |
| Bailard, Inc. | 48,096 | $1.46M | 0.05% | +3,495+7.8% | Added |
| Marotta Asset Management | 48,175 | $1.46M | 0.33% | +48,175 | New |
| Sompo Asset Management Co., Ltd. | 48,240 | $1.46M | 0.27% | +1,390+3.0% | Added |
| Delta Capital Management LLC | 48,255 | $1.47M | 1.01% | −100−0.2% | Reduced |
| Glenmede Trust Co NA | 43,030 | $1.47M | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 48,406 | $1.47M | 0.19% | +14,320+42.0% | Added |
| Jaffetilchin Investment Partners, LLC | 48,447 | $1.47M | 0.16% | −1,059−2.1% | Reduced |
| Colonial Trust Co | 48,751 | $1.48M | 0.35% | +756+1.6% | Added |
| Metis Global Partners, LLC | 48,930 | $1.49M | 0.08% | −4,411−8.3% | Reduced |
| Toroso Investments, LLC | 49,027 | $1.49M | 0.04% | +806+1.7% | Added |
| Wolverine Trading, LLC | 48,568 | $1.49M | 0.02% | +3,618+8.0% | Added |
| IVC Wealth Advisors LLC | 49,416 | $1.50M | 0.95% | +724+1.5% | Added |
| Argyle Capital Management Inc. | 49,450 | $1.50M | 0.54% | −1,600−3.1% | Reduced |
| Waddell & Associates, LLC | 49,636 | $1.51M | 0.22% | +148+0.3% | Added |
| Welch & Forbes LLC | 49,741 | $1.51M | 0.02% | −1,272−2.5% | Reduced |
| Everence Capital Management Inc | 49,760 | $1.52M | 0.12% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 50,811 | $1.54M | 0.35% | +3,437+7.3% | Added |
| Equitable Trust Co | 50,845 | $1.54M | 0.12% | −657−1.3% | Reduced |
| Holderness Investments Co | 50,943 | $1.55M | 0.57% | +1,011+2.0% | Added |