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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −9,159−100.0% | Sold out |
| Private Capital Management, LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −8,689−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −8,456−100.0% | Sold out |
| Renasant Bank | 0 | $0 | 0.00% | −8,354−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −8,317−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −8,226−100.0% | Sold out |
| Cito Capital Group, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −8,176−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −7,840−100.0% | Sold out |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −7,548−100.0% | Sold out |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −7,496−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −7,635−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −7,390−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −7,379−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −7,288−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −7,190−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −7,056−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −6,796−100.0% | Sold out |
| Aldebaran Financial Inc. | 0 | $0 | 0.00% | −6,780−100.0% | Sold out |
| Community Bank & Trust, Waco, Texas | 0 | $0 | 0.00% | −6,747−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −6,516−100.0% | Sold out |
| Augustine Asset Management Inc | 0 | $0 | 0.00% | −6,477−100.0% | Sold out |
| Stewardship Advisors, LLC | 0 | $0 | 0.00% | −6,475−100.0% | Sold out |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,450−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −6,443−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −6,461−100.0% | Sold out |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −6,305−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −6,298−100.0% | Sold out |
| TrueWealth Advisors, LLC | 0 | $0 | 0.00% | −6,294−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −6,273−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −6,255−100.0% | Sold out |
| RiverFront Investment Group, LLC | 0 | $0 | 0.00% | −6,113−100.0% | Sold out |
| Capital Square, LLC | 0 | $0 | 0.00% | −6,364−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −6,110−100.0% | Sold out |
| Washington Trust Bank | 0 | $0 | 0.00% | −6,045−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −6,017−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −6,012−100.0% | Sold out |
| Cornerstone Management, Inc. | 0 | $0 | 0.00% | −5,521−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −4,971−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −4,893−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −4,537−100.0% | Sold out |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −4,405−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −3,963−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,166−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| Monumental Financial Group Inc. | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −519−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Pflug Koory, LLC | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −103,255−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avalon Investment & Advisory | – | – | – | – | Not filed |
| Parsec Financial Management, Inc. | – | – | – | – | Not filed |
| Ibex Wealth Advisors | – | – | – | – | Not filed |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |
| ETF Managers Group, LLC | – | – | – | – | Not filed |
| Investment Management of Virginia LLC | – | – | – | – | Not filed |
| HNP Capital LLC | – | – | – | – | Not filed |
| Cerro Pacific Wealth Advisors LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |