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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 855 | $25.9K | 0.00% | −1,948−69.5% | Reduced |
| Horizons Wealth Management | 853 | $25.9K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 816 | $24.8K | 0.00% | +112+15.9% | Added |
| Roffman Miller Associates Inc | 800 | $24.3K | 0.00% | +800 | New |
| Global Wealth Management Investment Advisory, Inc. | 800 | $24.3K | 0.01% | +800 | New |
| Fairfield, Bush & Co. | 790 | $24.0K | 0.01% | +790 | New |
| Glen Eagle Advisors, LLC | 782 | $23.7K | 0.01% | −2,161−73.4% | Reduced |
| Earnest Partners LLC | 745 | $22.6K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 706 | $21.4K | 0.00% | −88−11.1% | Reduced |
| Norwood Financial Corp | 699 | $21.2K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 683 | $21.0K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 683 | $21.0K | 0.01% | +683 | New |
| Missouri Trust & Investment Co | 672 | $20.4K | 0.01% | +218+48.0% | Added |
| Tradition Wealth Management, LLC | 647 | $20.0K | 0.00% | −151−18.9% | Reduced |
| Islay Capital Management, LLC | 651 | $19.8K | 0.02% | −12,524−95.1% | Reduced |
| Beacon Capital Management, LLC | 645 | $19.6K | 0.01% | +190+41.8% | Added |
| Global Financial Private Client, LLC | 602 | $18.9K | 0.01% | −16−2.6% | Reduced |
| Armstrong Advisory Group, Inc | 577 | $17.5K | 0.00% | −459−44.3% | Reduced |
| Peoples Financial Services Corp. | 568 | $17.2K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 558 | $16.9K | 0.00% | −103−15.6% | Reduced |
| AllSquare Wealth Management LLC | 513 | $15.9K | 0.01% | −1,146−69.1% | Reduced |
| Impact Partnership Wealth, LLC | 511 | $15.5K | 0.01% | +511 | New |
| Financial Perspectives, Inc | 505 | $15.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 494 | $15.0K | 0.00% | +176+55.3% | Added |
| CoreFirst Bank & Trust | 491 | $14.9K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 481 | $14.6K | 0.01% | −78−14.0% | Reduced |
| McIlrath & Eck, LLC | 480 | $14.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 480 | $14.6K | 0.00% | +480 | New |
| City State Bank | 453 | $14.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 439 | $13.3K | 0.00% | +439 | New |
| Motco | 430 | $13.1K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 443 | $13.0K | 0.00% | +424+2,231.6% | Added |
| Northwest Capital Management Inc | 424 | $12.9K | 0.01% | +424 | New |
| Cambridge Trust Co | 400 | $12.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 393 | $11.9K | 0.00% | −7,847−95.2% | Reduced |
| Monetary Management Group Inc | 388 | $11.8K | 0.00% | −1,261−76.5% | Reduced |
| Trifecta Capital Advisors, LLC | 382 | $11.6K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 380 | $11.5K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $11.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $10.9K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 352 | $10.7K | 0.00% | +6+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 339 | $10.3K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 332 | $10.1K | 0.00% | −275−45.3% | Reduced |
| Harbor Investment Advisory, LLC | 330 | $10.0K | 0.00% | −1,459−81.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 330 | $10.0K | 0.00% | +330 | New |
| O'Dell Group, LLC | 324 | $9.83K | 0.00% | +324 | New |
| Bangor Savings Bank | 324 | $9.83K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 311 | $9.44K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 305 | $9.26K | 0.00% | +105+52.5% | Added |
| Old Second National Bank of Aurora | 300 | $9.11K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 299 | $9.07K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 303 | $9.00K | 0.00% | +9+3.1% | Added |
| TCTC Holdings, LLC | 289 | $8.77K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 271 | $8.21K | 0.00% | +5+1.9% | Added |
| Bell Investment Advisors, Inc | 266 | $8.07K | 0.00% | +18+7.3% | Added |
| Morgan Dempsey Capital Management LLC | 250 | $7.59K | 0.00% | −213,447−99.9% | Reduced |
| Global Trust Asset Management, LLC | 250 | $7.59K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 231 | $7.01K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 225 | $6.83K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 220 | $6.68K | 0.00% | −71−24.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 212 | $6.43K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $6.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 198 | $6.01K | 0.00% | −2,676−93.1% | Reduced |
| Benjamin Edwards Inc | 184 | $6.00K | 0.00% | −17−8.5% | Reduced |
| Cornerstone Planning Group LLC | 174 | $5.28K | 0.00% | +174 | New |
| Prestige Wealth Management Group LLC | 171 | $5.19K | 0.00% | −3,919−95.8% | Reduced |
| Hollencrest Capital Management | 168 | $5.10K | 0.00% | −305−64.5% | Reduced |
| Pin Oak Investment Advisors Inc | 160 | $5.00K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 156 | $4.74K | 0.00% | +156 | New |
| Strategic Investment Solutions, Inc. | 150 | $4.64K | 0.00% | +150 | New |
| Acima Private Wealth, LLC | 150 | $4.55K | 0.00% | −63−29.6% | Reduced |
| Castleview Partners, LLC | 132 | $4.01K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 136 | $4.00K | 0.00% | −409−75.0% | Reduced |
| Sit Investment Associates Inc | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 120 | $4.00K | 0.00% | +16+15.4% | Added |
| Horan Securities, Inc. | 129 | $3.92K | 0.00% | −79−38.0% | Reduced |
| BerganKDV Wealth Management, LLC | 117 | $3.55K | 0.00% | −107−47.8% | Reduced |
| PrairieView Partners, LLC | 113 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 114 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 96 | $2.91K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 88 | $2.89K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 92 | $2.79K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 90 | $2.73K | 0.00% | −85−48.6% | Reduced |
| Lee Financial Co | 80 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 80 | $2.41K | 0.00% | +80 | New |
| Truvestments Capital LLC | 79 | $2.40K | 0.00% | +79 | New |
| Comerica Bank | 1,338,863 | $2.30K | 0.24% | +1,338,863 | New |
| Copeland Capital Management, LLC | 68 | $2.06K | 0.00% | −16,429−99.6% | Reduced |
| Atlas Capital Advisors LLC | 68 | $2.06K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 63 | $1.92K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 63 | $1.91K | 0.00% | +63 | Added |
| Ancora Advisors, LLC | 60 | $1.82K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 59 | $1.79K | 0.00% | +59 | New |
| Disciplined Investments, LLC | 56 | $1.70K | 0.00% | +12+27.3% | Added |
| Buck Wealth Strategies, LLC | 54 | $1.64K | 0.00% | +1+1.9% | Added |
| Estabrook Capital Management | 53 | $1.61K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 48 | $1.46K | 0.00% | −38−44.2% | Reduced |
| Focused Wealth Management, Inc | 46 | $1.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 40 | $1.21K | 0.00% | +2+5.3% | Added |
| Sofos Investments, Inc. | 30 | $1.08K | 0.00% | −4−11.8% | Reduced |