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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 11,600 | $352.0K | 0.03% | +11,600 | New |
| Valmark Advisers, Inc. | 11,560 | $350.8K | 0.01% | −68−0.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 11,459 | $349.1K | 0.34% | 00.0% | Unchanged |
| S&CO Inc | 11,525 | $349.0K | 0.03% | −2,369−17.1% | Reduced |
| Boston Private Wealth LLC | 11,488 | $348.7K | 0.01% | −1,451−11.2% | Reduced |
| Lumature Wealth Partners, LLC | 11,487 | $348.6K | 0.21% | +20.0% | Added |
| Cobblestone Capital Advisors LLC | 11,474 | $348.2K | 0.02% | −545−4.5% | Reduced |
| Gyroscope Capital Management Group, LLC | 11,436 | $347.1K | 0.08% | +11,436 | New |
| Chemung Canal Trust Co | 11,412 | $346.4K | 0.07% | −14,479−55.9% | Reduced |
| Buckingham Strategic Partners | 11,389 | $345.7K | 0.02% | +11,389 | New |
| Southeast Asset Advisors Inc. | 11,239 | $341.1K | 0.05% | +1,793+19.0% | Added |
| Legacy Capital Group California, Inc. | 11,135 | $337.9K | 0.14% | +313+2.9% | Added |
| Stone Point Wealth LLC | 11,100 | $336.9K | 0.14% | −300−2.6% | Reduced |
| Merit Financial Group, LLC | 11,085 | $336.4K | 0.01% | +3,132+39.4% | Added |
| Taylor Hoffman Wealth Management | 11,084 | $336.4K | 0.17% | +3,609+48.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,082 | $336.4K | 0.00% | −200−1.8% | Reduced |
| Radnor Capital Management, LLC | 11,012 | $334.0K | 0.14% | −700−6.0% | Reduced |
| Keel Point, LLC | 10,988 | $333.5K | 0.04% | +622+6.0% | Added |
| Bartlett & Co. LLC | 10,963 | $333.0K | 0.01% | +350+3.3% | Added |
| Bartlett & Co. Wealth Management LLC | 10,963 | $332.7K | 0.01% | +350+3.3% | Added |
| WealthTrust Axiom LLC | 10,924 | $331.6K | 0.11% | 00.0% | Unchanged |
| Courier Capital LLC | 10,921 | $331.5K | 0.03% | +10,921 | New |
| HBK Sorce Advisory LLC | 10,919 | $331.4K | 0.01% | −1,068−8.9% | Reduced |
| Klingman & Associates, LLC | 10,854 | $329.4K | 0.03% | +10,854 | New |
| Altus Wealth Group LLC | 10,821 | $328.4K | 0.20% | +196+1.8% | Added |
| Forum Financial Management, LP | 10,714 | $325.2K | 0.01% | −1,226−10.3% | Reduced |
| Carolinas Wealth Consulting LLC | 10,691 | $324.5K | 0.06% | −553−4.9% | Reduced |
| Lazard Asset Management LLC | 10,688 | $323.0K | 0.00% | −121,091−91.9% | Reduced |
| Cypress Capital Group | 10,642 | $323.0K | 0.05% | −12,789−54.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,548 | $320.1K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,390 | $315.3K | 0.01% | +1,212+13.2% | Added |
| Grant/GrossMendelsohn, LLC | 9,708 | $315.3K | 0.13% | −1,702−14.9% | Reduced |
| Grey Street Capital, LLC | 10,385 | $315.2K | 0.17% | +585+6.0% | Added |
| Colonial River Wealth Management, LLC | 10,376 | $314.9K | 0.21% | −2,541−19.7% | Reduced |
| Continuum Advisory, LLC | 10,367 | $314.6K | 0.05% | +50.0% | Added |
| Triad Financial Advisors, Inc. | 10,317 | $313.1K | 0.13% | −104−1.0% | Reduced |
| Capital City Trust Co | 10,303 | $312.7K | 0.10% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 10,267 | $312.0K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 10,215 | $310.0K | 0.23% | −445−4.2% | Reduced |
| Aprio Wealth Management, LLC | 10,201 | $309.6K | 0.08% | −1,154−10.2% | Reduced |
| Cypress Wealth Services, LLC | 9,175 | $306.7K | 0.08% | +1,499+19.5% | Added |
| ForthRight Wealth Management, LLC | 10,074 | $305.7K | 0.13% | −196−1.9% | Reduced |
| Abacus Planning Group, Inc. | 10,072 | $305.7K | 0.07% | +365+3.8% | Added |
| McKinley Carter Wealth Services, Inc. | 10,071 | $305.6K | 0.02% | +7+0.1% | Added |
| KCM Investment Advisors LLC | 10,064 | $305.4K | 0.01% | −1,846−15.5% | Reduced |
| Centennial Wealth Advisory LLC | 10,051 | $305.1K | 0.16% | +1,992+24.7% | Added |
| American Assets Inc | 10,000 | $303.5K | 0.14% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 9,986 | $303.1K | 0.03% | −2,325−18.9% | Reduced |
| Guyasuta Investment Advisors Inc | 9,942 | $301.7K | 0.02% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 9,840 | $298.6K | 0.10% | −2,665−21.3% | Reduced |
| Beacon Investment Advisors LLC | 9,837 | $298.5K | 0.20% | −400−3.9% | Reduced |
| Crawford Investment Counsel Inc | 9,808 | $297.7K | 0.01% | −5,771−37.0% | Reduced |
| Successful Portfolios LLC | 9,804 | $297.6K | 0.26% | −2,476−20.2% | Reduced |
| David Loasby | 9,607 | $296.1K | 0.03% | −432−4.3% | Reduced |
| Opus Capital Group, LLC | 9,757 | $296.0K | 0.05% | −3,086−24.0% | Reduced |
| Fiducient Advisors LLC | 9,735 | $295.5K | 0.09% | +493+5.3% | Added |
| Berkshire Asset Management LLC | 9,689 | $294.1K | 0.02% | −523−5.1% | Reduced |
| Gratus Capital LLC | 9,668 | $293.4K | 0.02% | +35+0.4% | Added |
| Marshall Wace, LLP | 9,636 | $292.5K | 0.00% | −1,635,219−99.4% | Reduced |
| Enterprise Financial Services Corp | 9,626 | $292.1K | 0.19% | +1,174+13.9% | Added |
| Centaurus Financial, Inc. | 9,565 | $290.0K | 0.03% | −1,898−16.6% | Reduced |
| V Wealth Advisors LLC | 9,545 | $289.7K | 0.05% | −168−1.7% | Reduced |
| Good Life Advisors, LLC | 9,535 | $289.4K | 0.03% | −972−9.3% | Reduced |
| BIP Wealth, LLC | 9,499 | $288.3K | 0.02% | −1,598−14.4% | Reduced |
| Summit Trail Advisors, LLC | 9,495 | $288.2K | 0.01% | −1,073−10.2% | Reduced |
| Terry L. Blaker | 9,491 | $287.9K | 0.02% | −17,987−65.5% | Reduced |
| Canandaigua National Bank & Trust Co | 9,455 | $287.0K | 0.05% | −306−3.1% | Reduced |
| Eagle Harbor Asset Management Inc | 9,442 | $286.6K | 0.37% | −1,014−9.7% | Reduced |
| Quadrant Capital Group LLC | 9,360 | $284.1K | 0.03% | +1,954+26.4% | Added |
| Everett Harris & Co | 9,351 | $283.8K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 9,315 | $283.0K | 0.11% | +416+4.7% | Added |
| NFP Retirement, Inc. | 9,320 | $282.9K | 0.05% | +12+0.1% | Added |
| Alliance Wealth Advisors, LLC | 9,315 | $282.7K | 0.10% | −308−3.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 9,308 | $282.5K | 0.08% | +3,309+55.2% | Added |
| Bristlecone Advisors, LLC | 9,297 | $282.2K | 0.03% | +2,695+40.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,305 | $282.0K | 0.03% | −266−2.8% | Reduced |
| Invesco, LLC | 9,284 | $281.8K | 0.14% | +9,284 | New |
| Shelton Capital Management | 9,277 | $281.6K | 0.01% | −228−2.4% | Reduced |
| BDO Wealth Advisors, LLC | 9,263 | $281.1K | 0.03% | −367−3.8% | Reduced |
| Alliance Wealth Advisors, LLC | 9,215 | $279.7K | 0.20% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 9,133 | $277.2K | 0.15% | +5+0.1% | Added |
| Parthenon LLC | 9,112 | $276.5K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 9,102 | $276.2K | 0.07% | −346−3.7% | Reduced |
| RSM US Wealth Management LLC | 9,101 | $276.2K | 0.01% | +2,372+35.3% | Added |
| EverSource Wealth Advisors, LLC | 9,089 | $275.9K | 0.03% | −2,217−19.6% | Reduced |
| Essex Savings Bank | 9,083 | $275.6K | 0.09% | −426−4.5% | Reduced |
| Peoples Bank | 9,079 | $275.6K | 0.17% | −338−3.6% | Reduced |
| Hayek Kallen Investment Management | 9,047 | $275.0K | 0.12% | 00.0% | Unchanged |
| Clarius Group, LLC | 9,007 | $273.4K | 0.02% | −2,806−23.8% | Reduced |
| Waycross Partners, LLC | 9,000 | $273.1K | 0.06% | +9,000 | New |
| 3Chopt Investment Partners, LLC | 8,971 | $272.3K | 0.14% | −3,787−29.7% | Reduced |
| Ergoteles LLC | 8,968 | $272.2K | 0.01% | +8,968 | New |
| Selective Wealth Management, Inc. | 8,415 | $270.9K | 0.14% | +8,415 | New |
| Curi Capital | 8,918 | $270.7K | 0.04% | −31−0.3% | Reduced |
| Coastal Investment Advisors, Inc. | 8,896 | $270.0K | 0.06% | −1,022−10.3% | Reduced |
| Checchi Capital Advisers, LLC | 8,883 | $269.6K | 0.02% | −3,134−26.1% | Reduced |
| Pinnacle Holdings, LLC | 8,867 | $269.1K | 0.12% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 8,859 | $269.0K | 0.04% | +1,215+15.9% | Added |
| Horizon Investments, LLC | 8,979 | $268.0K | 0.01% | +1,771+24.6% | Added |
| Golden State Equity Partners | 8,827 | $267.9K | 0.08% | +8,827 | New |