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 |
|---|---|---|---|---|---|
| CM Wealth Advisors LLC | 8,090 | $267.1K | 0.09% | −50,172−86.1% | Reduced |
| Institute for Wealth Management, LLC. | 8,780 | $266.5K | 0.05% | +531+6.4% | Added |
| Thrive Capital Management, LLC | 8,750 | $265.6K | 0.15% | −456−5.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,716 | $264.5K | 0.02% | +8,716 | New |
| Biltmore Family Office, LLC | 8,681 | $263.5K | 0.06% | −2,485−22.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,675 | $263.3K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8,678 | $263.0K | 0.02% | −2,176−20.0% | Reduced |
| Cim Investment Mangement Inc | 8,640 | $262.2K | 0.09% | +26+0.3% | Added |
| Signature Estate & Investment Advisors LLC | 8,626 | $262.0K | 0.01% | +1,228+16.6% | Added |
| Mountain Pacific Investment Advisers Inc | 8,583 | $260.5K | 0.02% | −259−2.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 8,578 | $260.3K | 0.18% | −1,089−11.3% | Reduced |
| KC Investment Advisors, LLC | 8,573 | $260.2K | 0.18% | −568−6.2% | Reduced |
| WealthPLAN Partners, LLC | 8,570 | $260.1K | 0.04% | −2,463−22.3% | Reduced |
| Nwam LLC | 8,560 | $259.8K | 0.02% | +183+2.2% | Added |
| Kovack Advisors, Inc. | 8,539 | $259.2K | 0.03% | +516+6.4% | Added |
| Canton Hathaway, LLC | 8,516 | $258.0K | 0.08% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 8,489 | $258.0K | 0.00% | +1,685+24.8% | Added |
| Peachtree Investment Partners, LLC | 8,463 | $256.9K | 0.12% | +165+2.0% | Added |
| Altrius Capital Management Inc | 8,431 | $255.9K | 0.08% | +8,431 | New |
| MAI Capital Management | 8,391 | $254.7K | 0.00% | −365−4.2% | Reduced |
| Perigon Wealth Management, LLC | 8,366 | $253.9K | 0.01% | −420−4.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 8,325 | $252.7K | 0.06% | +8,325 | New |
| Birmingham Capital Management Co Inc | 8,209 | $249.1K | 0.10% | −335−3.9% | Reduced |
| CSM Advisors, LLC | 8,091 | $246.0K | 0.02% | −2,700−25.0% | Reduced |
| NSI Retail Advisors, LLC | 8,091 | $246.0K | 0.04% | −2,700−25.0% | Reduced |
| Jump Financial, LLC | 8,069 | $244.9K | 0.01% | −205,333−96.2% | Reduced |
| Wagner Wealth Management, LLC | 8,045 | $244.2K | 0.09% | +26+0.3% | Added |
| Westpac Banking Corp | 8,001 | $242.8K | 0.02% | −107,679−93.1% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $242.8K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 83,494 | $241.3K | 0.00% | +74,196+798.0% | Added |
| Verus Financial Partners, Inc. | 7,360 | $239.8K | 0.03% | +7,360 | New |
| Fiduciary Trust Co | 7,831 | $237.7K | 0.00% | −25,555−76.5% | Reduced |
| 1st Source Bank | 7,809 | $237.0K | 0.02% | −1,915−19.7% | Reduced |
| Applied Finance Capital Management, LLC | 7,797 | $236.6K | 0.03% | +7,797 | New |
| Samalin Investment Counsel, LLC | 7,752 | $235.3K | 0.13% | +996+14.7% | Added |
| Sage Mountain Advisors LLC | 7,724 | $234.4K | 0.03% | +1,258+19.5% | Added |
| NorthRock Partners, LLC | 7,723 | $234.4K | 0.03% | −3,064−28.4% | Reduced |
| Fortress Wealth Group, LLC | 7,170 | $233.7K | 0.15% | −10.0% | Reduced |
| Main Street Financial Solutions, LLC | 7,687 | $233.3K | 0.03% | +50+0.7% | Added |
| Boltwood Capital Management | 7,680 | $233.1K | 0.08% | −2,825−26.9% | Reduced |
| Systematic Financial Management LP | 7,659 | $232.5K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 7,658 | $232.4K | 0.00% | 00.0% | Unchanged |
| Geller Advisors LLC | 7,618 | $231.2K | 0.03% | +7,618 | New |
| Madison Wealth Management | 7,616 | $231.1K | 0.05% | −13−0.2% | Reduced |
| Advisory Alpha, LLC | 7,526 | $228.4K | 0.01% | −144−1.9% | Reduced |
| Kingfisher Capital LLC | 7,455 | $226.0K | 0.06% | +287+4.0% | Added |
| Meridian Financial Partners LLC | 6,835 | $226.0K | 0.14% | −266−3.7% | Reduced |
| Conning Inc. | 7,445 | $226.0K | 0.01% | −1,400−15.8% | Reduced |
| Chiron Capital Management, LLC | 7,400 | $224.6K | 0.18% | −2,600−26.0% | Reduced |
| Mill Capital Management, LLC | 7,386 | $224.2K | 0.02% | −1,333−15.3% | Reduced |
| WealthShield Partners, LLC | 7,369 | $223.6K | 0.03% | +7,369 | New |
| 1620 Investment Advisors, Inc. | 7,328 | $222.4K | 0.25% | −7−0.1% | Reduced |
| Wedmont Private Capital | 6,714 | $222.2K | 0.02% | −1,106−14.1% | Reduced |
| RMB Capital Management, LLC | 7,320 | $222.2K | 0.01% | +7,320 | New |
| Evermay Wealth Management LLC | 7,315 | $222.0K | 0.04% | −1,580−17.8% | Reduced |
| Morris Financial Concepts, Inc. | 7,294 | $221.4K | 0.14% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 7,242 | $219.8K | 0.00% | −35,800−83.2% | Reduced |
| Citizens Financial Group Inc | 7,235 | $219.6K | 0.01% | −5,178−41.7% | Reduced |
| Naples Global Advisors, LLC | 7,234 | $219.6K | 0.03% | +191+2.7% | Added |
| Day & Ennis, LLC | 7,214 | $218.9K | 0.08% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 7,145 | $216.9K | 0.06% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 7,087 | $215.1K | 0.19% | −1,808−20.3% | Reduced |
| Empower Advisory Group, LLC | 7,076 | $214.8K | 0.00% | +494+7.5% | Added |
| Occidental Asset Management, LLC | 7,067 | $214.5K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 7,041 | $213.7K | 1.26% | +1,075+18.0% | Added |
| Nemes Rush Group LLC | 7,012 | $212.8K | 0.04% | +7,012 | New |
| New Republic Capital, LLC | 6,975 | $211.7K | 0.15% | −36−0.5% | Reduced |
| Family Legacy, Inc. | 6,973 | $211.6K | 0.09% | −262−3.6% | Reduced |
| Keudell/Morrison Wealth Management | 6,950 | $210.9K | 0.06% | −350−4.8% | Reduced |
| Wallace Advisory Group, LLC | 6,164 | $210.2K | 0.16% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6,916 | $209.9K | 0.04% | +436+6.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,915 | $209.9K | 0.03% | +6,915 | New |
| Parkside Financial Bank & Trust | 6,909 | $209.7K | 0.05% | +302+4.6% | Added |
| Acadian Asset Management LLC | 6,959 | $209.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 6,867 | $208.0K | 0.02% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 6,850 | $207.9K | 0.07% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 6,824 | $207.1K | 0.03% | −3,051−30.9% | Reduced |
| Shayne & Co., LLC | 6,804 | $206.5K | 0.10% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6,773 | $205.6K | 0.03% | −30.0% | Reduced |
| Mendel Money Management | 6,729 | $204.2K | 0.11% | 00.0% | Unchanged |
| Scotia Capital Inc. | 6,711 | $203.7K | 0.00% | +6,711 | New |
| Aspire Private Capital, LLC | 6,654 | $202.0K | 0.06% | +534+8.7% | Added |
| Romano Brothers and Company | 6,653 | $201.9K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6,556 | $199.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 6,315 | $191.7K | 0.17% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 6,215 | $188.6K | 0.05% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6,172 | $187.3K | 0.10% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6,127 | $185.9K | 0.05% | −394−6.0% | Reduced |
| AlphaMark Advisors, LLC | 6,010 | $182.0K | 0.08% | 00.0% | Unchanged |
| Cutler Group LP | 5,946 | $180.0K | 0.04% | −36,146−85.9% | Reduced |
| Parallel Advisors, LLC | 5,922 | $179.8K | 0.01% | −1,021−14.7% | Reduced |
| Proequities, Inc. | 5,587 | $169.6K | 0.01% | −577−9.4% | Reduced |
| Financial Management Professionals, Inc. | 5,537 | $168.0K | 0.03% | +419+8.2% | Added |
| HHM Wealth Advisors, LLC | 5,527 | $167.7K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5,508 | $167.2K | 0.04% | −672−10.9% | Reduced |
| Central Bank & Trust Co | 5,510 | $167.2K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,468 | $166.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,338 | $162.0K | 0.02% | −768−12.6% | Reduced |
| Harbour Investments, Inc. | 5,334 | $161.9K | 0.01% | +355+7.1% | Added |
| Kistler-Tiffany Companies, LLC | 5,319 | $161.4K | 0.03% | +2,471+86.8% | Added |