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; 1,706 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 | 1,706 | $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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 947,034 | $28.7M | 0.11% | +44,968+5.0% | Added |
| Russell Investments Group, Ltd. | 926,045 | $28.1M | 0.05% | −142,545−13.3% | Reduced |
| Neuberger Berman Group LLC | 922,581 | $28.0M | 0.03% | −3,799,161−80.5% | Reduced |
| Morningstar Investment Services LLC | 907,775 | $27.8M | 0.36% | +3,849+0.4% | Added |
| Susquehanna International Group, LLP | 855,652 | $26.0M | 0.04% | +14,530+1.7% | Added |
| Tweedy, Browne Co LLC | 841,871 | $25.6M | 1.34% | −69,920−7.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 836,412 | $25.4M | 0.10% | −6,680−0.8% | Reduced |
| Swedbank AB | 822,770 | $25.0M | 0.04% | −11,241−1.3% | Reduced |
| Standard Life Aberdeen plc | 816,788 | $24.8M | 0.06% | +53,401+7.0% | Added |
| AQR Capital Management LLC | 798,856 | $24.2M | 0.05% | +388,692+94.8% | Added |
| Baird Financial Group, Inc. | 787,846 | $23.9M | 0.06% | −136,043−14.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 787,215 | $23.9M | 0.06% | −12,767−1.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 785,658 | $23.8M | 0.87% | −61,878−7.3% | Reduced |
| Prana Capital Management, LP | 773,943 | $23.5M | 1.57% | −262,419−25.3% | Reduced |
| State of New Jersey Common Pension Fund D | 768,944 | $23.3M | 0.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 766,100 | $23.3M | 0.20% | +152,400+24.8% | Added |
| AMF Pensionsforsakring AB | 763,079 | $23.2M | 0.21% | +476,997+166.7% | Added |
| Storebrand Asset Management AS | 753,156 | $22.9M | 0.10% | +8,094+1.1% | Added |
| Regions Financial Corp | 747,922 | $22.7M | 0.20% | −674,334−47.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 731,476 | $22.2M | 0.04% | +12,886+1.8% | Added |
| Kornitzer Capital Management Inc | 724,234 | $22.0M | 0.43% | −61,026−7.8% | Reduced |
| Victory Capital Management Inc | 723,712 | $22.0M | 0.02% | −344,565−32.3% | Reduced |
| Public Employees Retirement System of Ohio | 719,886 | $21.8M | 0.09% | −62,787−8.0% | Reduced |
| Alps Advisors Inc | 718,533 | $21.8M | 0.19% | +83,043+13.1% | Added |
| Vaughan David Investments LLC | 699,227 | $21.2M | 0.62% | +13,067+1.9% | Added |
| Commonwealth Equity Services, LLC | 697,968 | $21.2M | 0.04% | +144,402+26.1% | Added |
| State of Wisconsin Investment Board | 691,638 | $21.0M | 0.06% | −11,680−1.7% | Reduced |
| Gillespie Robinson & Grimm Inc | 691,201 | $21.0M | 1.94% | +887+0.1% | Added |
| STRS Ohio | 686,050 | $20.8M | 0.09% | −131,343−16.1% | Reduced |
| CI Private Wealth, LLC | 683,163 | $20.7M | 0.05% | +260,064+61.5% | Added |
| Cerity Partners LLC | 679,604 | $20.6M | 0.08% | +181,828+36.5% | Added |
| Rafferty Asset Management, LLC | 670,365 | $20.3M | 0.11% | +16,889+2.6% | Added |
| Pictet Asset Management SA | 666,024 | $20.2M | 0.02% | +15,658+2.4% | Added |
| PM Capital Ltd | 665,781 | $20.2M | 4.22% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 659,154 | $20.0M | 1.79% | +169,952+34.7% | Added |
| Deprince Race & Zollo Inc | 654,939 | $19.9M | 0.46% | −14,711−2.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 632,700 | $19.2M | 0.18% | −26,800−4.1% | Reduced |
| Point72 Middle East FZE | 628,741 | $19.1M | 1.06% | +458,779+269.9% | Added |
| Treasurer of the State of North Carolina | 597,605 | $18.1M | 0.10% | −2,710−0.5% | Reduced |
| Aviva PLC | 597,352 | $18.1M | 0.07% | −247,604−29.3% | Reduced |
| Great Lakes Advisors, LLC | 583,285 | $17.7M | 0.18% | −44,906−7.1% | Reduced |
| AE Wealth Management LLC | 572,328 | $17.4M | 0.10% | +122,751+27.3% | Added |
| Assenagon Asset Management S.A. | 571,491 | $17.3M | 0.07% | +341,993+149.0% | Added |
| Northwestern Mutual Wealth Management Co | 554,373 | $16.8M | 0.02% | +59,188+12.0% | Added |
| KBC Group NV | 552,102 | $16.8M | 0.07% | −295,479−34.9% | Reduced |
| South Dakota Investment Council | 549,577 | $16.7M | 0.35% | −9,376−1.7% | Reduced |
| TD Asset Management Inc | 548,677 | $16.7M | 0.02% | −18,247−3.2% | Reduced |
| Thomasville National Bank | 547,329 | $16.6M | 1.59% | −41,142−7.0% | Reduced |
| Asset Management One Co.,Ltd. | 538,919 | $16.4M | 0.07% | −803−0.1% | Reduced |
| Professional Advisory Services Inc | 529,516 | $16.1M | 2.44% | −42,058−7.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 511,217 | $15.5M | 0.07% | +306,821+150.1% | Added |
| Nisa Investment Advisors, LLC | 504,858 | $15.3M | 0.11% | +32,312+6.8% | Added |
| River Road Asset Management, LLC | 492,804 | $15.0M | 0.21% | −149,712−23.3% | Reduced |
| Logan Capital Management Inc | 492,515 | $14.9M | 0.72% | +15,863+3.3% | Added |
| USS Investment Management Ltd | 484,496 | $14.7M | 0.18% | +58,482+13.7% | Added |
| Advisor Group Holdings, Inc. | 471,102 | $14.4M | 0.03% | +4,725+1.0% | Added |
| Montgomery Investment Management Inc | 468,770 | $14.2M | 4.78% | −600−0.1% | Reduced |
| Allianz Asset Management GmbH | 464,245 | $14.1M | 0.03% | −677−0.1% | Reduced |
| Brown Advisory Inc | 462,526 | $14.0M | 0.02% | −8,246−1.8% | Reduced |
| Gateway Investment Advisers LLC | 445,698 | $13.5M | 0.16% | +438,100+5,766.0% | Added |
| Financial Counselors Inc | 438,942 | $13.3M | 0.27% | +2,469+0.6% | Added |
| US Bancorp | 438,384 | $13.3M | 0.02% | +45,264+11.5% | Added |
| Ensign Peak Advisors, Inc | 432,915 | $13.1M | 0.03% | −54,610−11.2% | Reduced |
| Brandes Investment Partners, LP | 431,152 | $13.1M | 0.26% | −1,487−0.3% | Reduced |
| Synovus Financial Corp | 430,196 | $13.1M | 0.14% | +11,899+2.8% | Added |
| Galvin, Gaustad & Stein, LLC | 414,196 | $12.6M | 1.22% | +38,661+10.3% | Added |
| American International Group, Inc. | 409,284 | $12.4M | 0.08% | −30,401−6.9% | Reduced |
| Godsey & Gibb Associates | 406,814 | $12.3M | 1.40% | +31,489+8.4% | Added |
| Bank of Nova Scotia | 405,661 | $12.3M | 0.03% | −1,244,778−75.4% | Reduced |
| Oppenheimer Asset Management Inc. | 404,301 | $12.3M | 0.18% | +17,016+4.4% | Added |
| Coerente Capital Management | 403,533 | $12.2M | 2.63% | +685+0.2% | Added |
| State of Michigan Retirement System | 396,643 | $12.0M | 0.07% | +32,300+8.9% | Added |
| Advisors Asset Management, Inc. | 393,782 | $12.0M | 0.24% | −4,135−1.0% | Reduced |
| Squarepoint Ops LLC | 391,210 | $11.9M | 0.07% | +267,187+215.4% | Added |
| Hunter Perkins Capital Management, LLC | 626,587 | $11.9M | 2.53% | +390,731+165.7% | Added |
| Natixis | 390,828 | $11.9M | 0.10% | −194,306−33.2% | Reduced |
| Salem Investment Counselors Inc | 385,715 | $11.7M | 0.42% | +13,932+3.7% | Added |
| Arizona State Retirement System | 379,643 | $11.5M | 0.09% | +17,380+4.8% | Added |
| Nomura Asset Management Co Ltd | 375,968 | $11.4M | 0.05% | −5,529−1.4% | Reduced |
| Daymark Wealth Partners, LLC | 370,752 | $11.3M | 0.84% | +172,242+86.8% | Added |
| Fourthstone LLC | 367,151 | $11.1M | 2.96% | +276,100+303.2% | Added |
| Advisors Capital Management, LLC | 366,849 | $11.1M | 0.27% | +13,326+3.8% | Added |
| Rockefeller Capital Management L.P. | 365,791 | $11.1M | 0.04% | +103,799+39.6% | Added |
| Guggenheim Capital LLC | 364,579 | $11.1M | 0.09% | +28,635+8.5% | Added |
| Whittier Trust Co | 362,723 | $11.0M | 0.19% | −18,957−5.0% | Reduced |
| Creative Planning | 358,796 | $10.9M | 0.01% | +8,754+2.5% | Added |
| Davenport & Co LLC | 358,666 | $10.9M | 0.08% | −70,205−16.4% | Reduced |
| Manning & Napier Group, LLC | 358,527 | $10.9M | 0.12% | +358,527 | New |
| Cullen/Frost Bankers, Inc. | 354,735 | $10.8M | 0.18% | +15,744+4.6% | Added |
| American Assets Investment Management, LLC | 354,000 | $10.7M | 1.20% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 348,443 | $10.6M | 0.24% | −218,657−38.6% | Reduced |
| Handelsbanken Fonder AB | 346,729 | $10.5M | 0.06% | +6,806+2.0% | Added |
| MetLife Investment Management | 337,953 | $10.3M | 0.07% | −4,525−1.3% | Reduced |
| Amalgamated Bank | 337,141 | $10.2M | 0.08% | −7,215−2.1% | Reduced |
| Stephens Inc | 336,122 | $10.2M | 0.18% | −11,977−3.4% | Reduced |
| Natixis Advisors, L.P. | 332,759 | $10.1M | 0.03% | +60,695+22.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 331,608 | $10.1M | 0.70% | +2,615+0.8% | Added |
| Ategra Capital Management, LLC | 330,781 | $9.99M | 5.43% | +240,181+265.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 328,554 | $9.97M | 0.12% | −7,000−2.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 321,601 | $9.97M | 1.11% | +57,170+21.6% | Added |