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 |
|---|---|---|---|---|---|
| Resurgent Financial Advisors LLC | 4,929 | $149.6K | 0.10% | −1,962−28.5% | Reduced |
| Glassman Wealth Services | 4,813 | $146.1K | 0.02% | +252+5.5% | Added |
| Riverview Trust Co | 4,770 | $144.8K | 0.13% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 4,613 | $140.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,520 | $137.2K | 0.01% | +4,520 | New |
| Cape Investment Advisory, Inc. | 4,514 | $137.0K | 0.08% | +316+7.5% | Added |
| Arlington Partners LLC | 4,384 | $133.1K | 0.02% | +110+2.6% | Added |
| Covestor Ltd | 4,365 | $132.0K | 0.10% | +1,652+60.9% | Added |
| MV Capital Management, Inc. | 4,319 | $131.1K | 0.02% | +217+5.3% | Added |
| Transamerica Financial Advisors, Inc. | 4,245 | $129.0K | 0.02% | +4,245 | New |
| Bollard Group LLC | 4,217 | $128.0K | 0.00% | +264+6.7% | Added |
| Carmichael Hill & Associates, Inc. | 4,147 | $125.9K | 0.06% | +229+5.8% | Added |
| Mechanics Financial Corp | 4,045 | $122.8K | 0.07% | +550+15.7% | Added |
| Oakworth Capital, Inc. | 3,900 | $118.4K | 0.01% | −1,437−26.9% | Reduced |
| Deseret Mutual Benefit Administrators | 3,895 | $118.2K | 0.05% | +792+25.5% | Added |
| AM Squared Ltd | 3,800 | $115.3K | 0.13% | −6,200−62.0% | Reduced |
| Toth Financial Advisory Corp | 3,795 | $115.2K | 0.02% | −1,261−24.9% | Reduced |
| Ci Investments Inc. | 3,697 | $112.0K | 0.00% | +206+5.9% | Added |
| AdvisorNet Financial, Inc | 3,679 | $111.7K | 0.01% | −285−7.2% | Reduced |
| United Community Bank | 3,610 | $109.6K | 0.10% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,600 | $109.3K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,534 | $107.3K | 0.01% | −1,094−23.6% | Reduced |
| M&R Capital Management Inc | 3,530 | $107.2K | 0.03% | −26−0.7% | Reduced |
| TD Waterhouse Canada Inc. | 3,264 | $105.0K | 0.00% | −1,342−29.1% | Reduced |
| Park Circle Co | 3,430 | $104.1K | 0.10% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,408 | $103.4K | 0.05% | +2,326+215.0% | Added |
| Optimum Investment Advisors | 3,395 | $103.0K | 0.05% | −254−7.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,360 | $102.0K | 0.01% | −978−22.5% | Reduced |
| Western Pacific Wealth Management, LP | 3,268 | $99.2K | 0.08% | +2,840+663.6% | Added |
| Smithfield Trust Co | 3,177 | $97.0K | 0.01% | −10,191−76.2% | Reduced |
| Washington Trust Advisors, Inc. | 3,166 | $96.1K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 3,051 | $95.8K | 0.02% | +3,051 | New |
| Boyd Watterson Asset Management LLC | 3,155 | $95.8K | 0.04% | −362−10.3% | Reduced |
| Coppell Advisory Solutions LLC | 3,115 | $95.5K | 0.03% | +3,115 | New |
| CarsonAllaria Wealth Management, Ltd. | 3,129 | $95.0K | 0.07% | +29+0.9% | Added |
| Tompkins Financial Corp | 3,080 | $93.5K | 0.01% | −2,600−45.8% | Reduced |
| SRS Capital Advisors, Inc. | 2,940 | $89.2K | 0.01% | +69+2.4% | Added |
| One River Asset Management, LLC | 2,838 | $87.0K | 0.07% | −31,264−91.7% | Reduced |
| Quent Capital, LLC | 2,803 | $85.1K | 0.01% | −283−9.2% | Reduced |
| Proffitt & Goodson Inc | 2,720 | $82.6K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,694 | $82.0K | 0.02% | +22+0.8% | Added |
| Gradient Investments LLC | 2,701 | $82.0K | 0.00% | −50−1.8% | Reduced |
| Clear Investment Research, LLC | 2,677 | $81.2K | 0.14% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,587 | $78.5K | 0.00% | −13,969−84.4% | Reduced |
| Gables Capital Management Inc. | 2,531 | $76.8K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,515 | $76.3K | 0.01% | +348+16.1% | Added |
| JJJ Advisors Inc. | 2,497 | $75.8K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2,439 | $74.0K | 0.04% | +494+25.4% | Added |
| Loomis Sayles & Co L P | 2,392 | $73.0K | 0.00% | −203−7.8% | Reduced |
| Johnson Financial Group, Inc. | 2,353 | $71.4K | 0.00% | −4,155−63.8% | Reduced |
| Clear Street Markets LLC | 2,340 | $71.0K | 0.03% | −1,164−33.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,323 | $70.5K | 0.04% | +1,388+148.4% | Added |
| Capital Advisors, Ltd. LLC | 2,303 | $70.0K | 0.01% | +1,344+140.1% | Added |
| Worth Asset Management, LLC | 2,283 | $69.3K | 0.05% | +3+0.1% | Added |
| Larson Financial Group LLC | 2,186 | $66.3K | 0.01% | +209+10.6% | Added |
| Sittner & Nelson, LLC | 2,175 | $66.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,846 | $62.9K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,072 | $62.9K | 0.01% | +3+0.1% | Added |
| IMA Wealth, Inc. | 1,961 | $59.5K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,941 | $58.9K | 0.01% | +423+27.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,873 | $56.8K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,857 | $56.4K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,836 | $55.7K | 0.03% | +1,836 | New |
| Pinnacle Bancorp, Inc. | 1,824 | $55.4K | 0.02% | +526+40.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,792 | $54.4K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,739 | $52.8K | 0.03% | −162−8.5% | Reduced |
| Point72 Asset Management, L.P. | 1,629 | $49.4K | 0.00% | −286,485−99.4% | Reduced |
| Abound Wealth Management | 1,594 | $48.4K | 0.02% | +41+2.6% | Added |
| Stephens Consulting, LLC | 1,555 | $47.2K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 1,540 | $47.0K | 0.01% | −1,620−51.3% | Reduced |
| Paloma Partners Management Co | 1,515 | $46.0K | 0.01% | +1,515 | New |
| Bank of New Hampshire | 1,492 | $45.3K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,475 | $44.8K | 0.01% | −150−9.2% | Reduced |
| First Financial Corp | 1,469 | $44.6K | 0.03% | +196+15.4% | Added |
| GW&K Investment Management, LLC | 1,442 | $44.0K | 0.00% | +541+60.0% | Added |
| Winch Advisory Services, LLC | 1,464 | $44.0K | 0.02% | +689+88.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,446 | $43.9K | 0.00% | +350+31.9% | Added |
| Glass Jacobson Investment Advisors llc | 1,445 | $43.9K | 0.02% | +1,445 | New |
| Halpern Financial, Inc. | 1,442 | $43.8K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,391 | $42.2K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,294 | $39.3K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,280 | $39.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,245 | $37.8K | 0.02% | +1,150+1,210.5% | Added |
| CKW Financial Group | 1,200 | $36.0K | 0.01% | +200+20.0% | Added |
| Hexagon Capital Partners LLC | 1,186 | $36.0K | 0.01% | −2,285−65.8% | Reduced |
| Union Savings Bank | 1,080 | $35.9K | 0.02% | +1,080 | New |
| First Command Bank | 1,165 | $35.4K | 0.00% | −1,370−54.0% | Reduced |
| First Command Financial Services, Inc. | 1,165 | $35.4K | 0.00% | −1,370−54.0% | Reduced |
| Versant Capital Management, Inc | 1,149 | $34.9K | 0.01% | +66+6.1% | Added |
| Paradigm Asset Management Co LLC | 1,083 | $32.9K | 0.01% | −27,000−96.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,064 | $32.3K | 0.00% | +104+10.8% | Added |
| Capital Analysts, LLC | 1,063 | $32.0K | 0.00% | −230−17.8% | Reduced |
| Antonetti Capital Management LLC | 1,049 | $31.8K | 0.05% | 00.0% | Unchanged |
| First Personal Financial Services | 1,036 | $31.4K | 0.01% | +259+33.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,010 | $31.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 994 | $30.2K | 0.01% | −76−7.1% | Reduced |
| Evolution Advisers, Inc. | 1,009 | $30.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 981 | $29.8K | 0.01% | +4+0.4% | Added |
| Nicholas Company, Inc. | 975 | $29.6K | 0.00% | −906,400−99.9% | Reduced |
| JFS Wealth Advisors, LLC | 968 | $29.4K | 0.00% | +833+617.0% | Added |