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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 50,974 | $1.55M | 0.26% | +12,363+32.0% | Added |
| Valley National Advisers Inc | 51,093 | $1.55M | 0.26% | −3,954−7.2% | Reduced |
| Guardian Wealth Advisors, LLC | 51,276 | $1.56M | 0.27% | −5,026−8.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 51,320 | $1.56M | 0.04% | −105,509−67.3% | Reduced |
| Culbertson A N & Co Inc | 51,690 | $1.57M | 0.30% | −3,314−6.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 51,726 | $1.57M | 0.33% | +5,719+12.4% | Added |
| Stoneridge Investment Partners LLC | 51,987 | $1.58M | 0.69% | +51,987 | New |
| Pathstone Family Office, LLC | 52,658 | $1.58M | 0.02% | +1,089+2.1% | Added |
| Trustmark National Bank Trust Department | 52,365 | $1.59M | 0.15% | −3,291−5.9% | Reduced |
| Aptus Capital Advisors, LLC | 52,370 | $1.59M | 0.05% | −4,343−7.7% | Reduced |
| Vident Investment Advisory, LLC | 53,022 | $1.61M | 0.06% | −37,058−41.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 53,587 | $1.63M | 0.02% | −59,882−52.8% | Reduced |
| Prospera Financial Services Inc | 53,781 | $1.63M | 0.06% | +22,688+73.0% | Added |
| First Hawaiian Bank | 53,922 | $1.64M | 0.05% | +11,090+25.9% | Added |
| Galibier Capital Management Ltd. | 54,505 | $1.65M | 0.38% | +15,458+39.6% | Added |
| Farmers & Merchants Investments Inc | 54,951 | $1.67M | 0.06% | −105,868−65.8% | Reduced |
| Rather & Kittrell, Inc. | 54,969 | $1.67M | 0.70% | +3,401+6.6% | Added |
| Ronald Blue Trust, Inc. | 49,199 | $1.68M | 0.03% | +14,409+41.4% | Added |
| North Star Investment Management Corp. | 55,792 | $1.69M | 0.14% | −2,305−4.0% | Reduced |
| Laurel Wealth Advisors LLC | 55,806 | $1.69M | 0.34% | −151−0.3% | Reduced |
| First American Bank | 55,846 | $1.69M | 0.15% | −916−1.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 55,911 | $1.70M | 1.19% | −2,625−4.5% | Reduced |
| Greenwood Capital Associates LLC | 55,990 | $1.70M | 0.24% | −1,200−2.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 56,202 | $1.71M | 0.06% | +31,239+125.1% | Added |
| Arkadios Wealth Advisors | 56,323 | $1.71M | 0.20% | +3,661+7.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 56,825 | $1.72M | 0.01% | +56,825 | New |
| Graves-Light Private Wealth Management, Inc. | 56,894 | $1.73M | 0.23% | −2,030−3.4% | Reduced |
| Cetera Advisors LLC | 56,915 | $1.73M | 0.03% | +26,082+84.6% | Added |
| ZWJ Investment Counsel Inc | 57,258 | $1.74M | 0.09% | −1,519−2.6% | Reduced |
| Marco Investment Management LLC | 57,276 | $1.74M | 0.19% | −9,071−13.7% | Reduced |
| Assetmark, Inc | 57,427 | $1.74M | 0.01% | −24,638−30.0% | Reduced |
| Capstone Investment Advisors, LLC | 57,439 | $1.74M | 0.05% | +18,023+45.7% | Added |
| Thompson Siegel & Walmsley LLC | 57,800 | $1.75M | 0.03% | −425−0.7% | Reduced |
| Metropolitan Life Insurance Co | 58,043 | $1.76M | 0.09% | −1,303−2.2% | Reduced |
| Asio Capital, LLC | 58,066 | $1.76M | 0.43% | +58,066 | New |
| Salomon & Ludwin, LLC | 58,086 | $1.76M | 0.19% | +12,923+28.6% | Added |
| Stratos Wealth Partners, LTD. | 58,373 | $1.77M | 0.04% | −9,653−14.2% | Reduced |
| Arvest Trust Co N A | 53,438 | $1.78M | 0.11% | −3,018−5.3% | Reduced |
| Capital International Inc | 59,266 | $1.80M | 0.03% | +11,822+24.9% | Added |
| Lincoln National Corp | 60,005 | $1.82M | 0.04% | +13,369+28.7% | Added |
| Trust Co of Vermont | 60,122 | $1.82M | 0.12% | +1,904+3.3% | Added |
| Ahl Investment Management, Inc. | 60,169 | $1.83M | 1.62% | −200−0.3% | Reduced |
| Goelzer Investment Management, Inc. | 60,371 | $1.83M | 0.16% | +242+0.4% | Added |
| Proquility Private Wealth Partners, LLC | 60,561 | $1.84M | 0.72% | +6,660+12.4% | Added |
| ExodusPoint Capital Management, LP | 60,608 | $1.84M | 0.02% | +25,207+71.2% | Added |
| Peloton Wealth Strategists | 60,625 | $1.84M | 0.81% | +4,600+8.2% | Added |
| Private Advisor Group, LLC | 59,367 | $1.84M | 0.02% | +26,398+80.1% | Added |
| Iowa State Bank | 61,083 | $1.85M | 0.47% | −2,241−3.5% | Reduced |
| JustInvest LLC | 61,452 | $1.87M | 0.06% | −5,351−8.0% | Reduced |
| Stanley-Laman Group, Ltd. | 61,610 | $1.87M | 0.31% | +660+1.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 61,704 | $1.87M | 1.55% | +22,723+58.3% | Added |
| Verdence Capital Advisors LLC | 61,796 | $1.88M | 0.22% | +1,718+2.9% | Added |
| La Banque Postale Asset Management SA | 62,061 | $1.88M | 0.04% | +193+0.3% | Added |
| Moors & Cabot, Inc. | 62,089 | $1.88M | 0.13% | +3,154+5.4% | Added |
| River Wealth Advisors LLC | 62,597 | $1.90M | 0.32% | −72−0.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 62,777 | $1.91M | 0.07% | −507−0.8% | Reduced |
| Triangle Securities Wealth Management | 63,351 | $1.92M | 0.66% | +95+0.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 63,588 | $1.93M | 0.04% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 63,714 | $1.93M | 0.09% | −3,108−4.7% | Reduced |
| Commonwealth Retirement Investments LLC | 63,748 | $1.93M | 1.08% | +63,748 | New |
| Resource Consulting Group Inc | 64,077 | $1.94M | 0.38% | +64,077 | New |
| Huntington National Bank | 64,162 | $1.95M | 0.02% | −14,357−18.3% | Reduced |
| Camden National Bank | 64,228 | $1.95M | 0.38% | −15,563−19.5% | Reduced |
| Lee Danner & Bass Inc | 64,300 | $1.95M | 0.17% | +223+0.3% | Added |
| New Mexico Educational Retirement Board | 64,488 | $1.96M | 0.09% | +3,100+5.0% | Added |
| FinTrust Capital Advisors, LLC | 45,999 | $1.98M | 0.47% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 65,839 | $2.00M | 0.35% | −1,812−2.7% | Reduced |
| Davis Selected Advisers | 66,014 | $2.00M | 0.01% | −1,092−1.6% | Reduced |
| Achmea Investment Management B.V. | 66,304 | $2.01M | 0.04% | +23,325+54.3% | Added |
| Fort Pitt Capital Group, LLC | 66,697 | $2.02M | 0.07% | +12,045+22.0% | Added |
| Gator Capital Management, LLC | 67,099 | $2.04M | 1.43% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 68,921 | $2.09M | 0.41% | +1,968+2.9% | Added |
| Beacon Investment Advisory Services, Inc. | 69,227 | $2.10M | 0.10% | −2,002−2.8% | Reduced |
| United Bank | 71,248 | $2.16M | 1.23% | −374−0.5% | Reduced |
| Renaissance Technologies LLC | 71,317 | $2.16M | 0.00% | −434,425−85.9% | Reduced |
| Alaska Permanent Fund Corp | 71,500 | $2.17M | 0.04% | +71,500 | New |
| Umb Bank N A | 71,960 | $2.18M | 0.03% | −63,948−47.1% | Reduced |
| Crossmark Global Holdings, Inc. | 66,876 | $2.21M | 0.05% | −57,428−46.2% | Reduced |
| Aigen Investment Management, LP | 72,977 | $2.21M | 0.33% | +72,977 | New |
| Wealthfront Advisers LLC | 73,185 | $2.22M | 0.01% | +64,403+733.4% | Added |
| Norinchukin Bank, The | 73,897 | $2.24M | 0.04% | +4,010+5.7% | Added |
| Beese Fulmer Investment Management, Inc. | 73,981 | $2.25M | 0.24% | +23,767+47.3% | Added |
| Andra AP-fonden | 74,000 | $2.25M | 0.06% | −32,600−30.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 75,023 | $2.28M | 0.15% | +25,350+51.0% | Added |
| Integrated Wealth Concepts LLC | 75,151 | $2.28M | 0.04% | +12,586+20.1% | Added |
| Eastern Bank | 75,491 | $2.29M | 0.11% | +17,510+30.2% | Added |
| Pinnacle Financial Partners Inc | 75,667 | $2.30M | 0.06% | −222,656−74.6% | Reduced |
| Stonegate Investment Group, LLC | 76,054 | $2.31M | 0.08% | −49,362−39.4% | Reduced |
| Ostrum Asset Management | 76,735 | $2.33M | 0.20% | −2,938−3.7% | Reduced |
| Anchor Investment Management, LLC | 77,235 | $2.34M | 0.30% | +1,780+2.4% | Added |
| Edmp, Inc. | 77,342 | $2.35M | 2.24% | +11,458+17.4% | Added |
| JT Stratford LLC | 77,491 | $2.35M | 0.63% | +8,012+11.5% | Added |
| Signature Wealth Management Group | 77,682 | $2.36M | 1.10% | +3,345+4.5% | Added |
| Thrivent Financial for Lutherans | 77,730 | $2.36M | 0.01% | −45,679−37.0% | Reduced |
| Hengehold Capital Management LLC | 78,498 | $2.38M | 0.32% | +42,146+115.9% | Added |
| Kestra Private Wealth Services, LLC | 79,032 | $2.40M | 0.08% | +265+0.3% | Added |
| King Luther Capital Management Corp | 79,440 | $2.41M | 0.01% | −457,826−85.2% | Reduced |
| CIBC World Markets Inc. | 79,441 | $2.41M | 0.01% | +79,441 | New |
| YHB Investment Advisors, Inc. | 80,861 | $2.45M | 0.23% | −3,041−3.6% | Reduced |
| HB Wealth Management, LLC | 81,205 | $2.46M | 0.04% | −4,821−5.6% | Reduced |