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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 157,088 | $4.77M | 0.01% | −247,482−61.2% | Reduced |
| Oak Family Advisors, LLC | 156,716 | $4.76M | 2.25% | +156,716 | New |
| Zions Bancorporation, N.A. | 155,306 | $4.71M | 0.40% | −3,447−2.2% | Reduced |
| Aquatic Capital Management LLC | 154,000 | $4.67M | 0.25% | +74,600+94.0% | Added |
| Linscomb & Williams, Inc. | 152,438 | $4.63M | 0.25% | +626+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 152,415 | $4.62M | 0.16% | +1,402+0.9% | Added |
| Clarity Financial LLC | 151,705 | $4.60M | 0.69% | +151,705 | New |
| TownSquare Capital, LLC | 150,819 | $4.58M | 0.08% | +15,940+11.8% | Added |
| Quantbot Technologies LP | 150,226 | $4.56M | 0.30% | −36,179−19.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 149,814 | $4.55M | 0.72% | +22,661+17.8% | Added |
| Harvest Portfolios Group Inc. | 143,999 | $4.37M | 0.20% | +31,349+27.8% | Added |
| Mackenzie Financial Corp | 138,457 | $4.35M | 0.01% | −295,958−68.1% | Reduced |
| Cetera Investment Advisers | 142,610 | $4.33M | 0.04% | +22,592+18.8% | Added |
| Modera Wealth Management, LLC | 141,630 | $4.30M | 0.08% | +127,025+869.7% | Added |
| Oppenheimer & Co Inc | 141,205 | $4.29M | 0.09% | −4,822−3.3% | Reduced |
| Pinebridge Investments, L.P. | 139,143 | $4.22M | 0.05% | −346,446−71.3% | Reduced |
| AXA S.A. | 138,711 | $4.21M | 0.01% | −78,265−36.1% | Reduced |
| Keating Investment Counselors Inc | 138,295 | $4.20M | 1.52% | +8,110+6.2% | Added |
| GWM Advisors LLC | 138,079 | $4.19M | 0.05% | −44,072−24.2% | Reduced |
| Huber Capital Management LLC | 137,120 | $4.16M | 1.00% | +8,347+6.5% | Added |
| Nissay Asset Management Corp | 136,305 | $4.14M | 0.04% | −11,032−7.5% | Reduced |
| Gulf International Bank (UK) Ltd | 134,298 | $4.08M | 0.10% | −40,562−23.2% | Reduced |
| CIBC Private Wealth Group, LLC | 133,243 | $4.04M | 0.01% | −7,791−5.5% | Reduced |
| Capital Group Private Client Services, Inc. | 132,598 | $4.02M | 0.05% | +24,116+22.2% | Added |
| Brinker Capital Investments, LLC | 131,796 | $4.00M | 0.04% | −11,288−7.9% | Reduced |
| Orion Portfolio Solutions, LLC | 131,796 | $4.00M | 0.04% | −11,288−7.9% | Reduced |
| Black Maple Capital Management LP | 131,084 | $3.98M | 4.64% | +124,084+1,772.6% | Added |
| Atria Investments LLC | 130,764 | $3.97M | 0.07% | −26,966−17.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 130,592 | $3.96M | 0.01% | −178,577−57.8% | Reduced |
| XML Financial, LLC | 129,563 | $3.93M | 0.45% | −1,003−0.8% | Reduced |
| First Citizens Bank & Trust Co | 128,977 | $3.91M | 0.07% | +4,979+4.0% | Added |
| Two Sigma Investments, LP | 127,932 | $3.88M | 0.01% | +127,932 | New |
| Warther Private Wealth, LLC | 126,506 | $3.84M | 2.61% | +12,350+10.8% | Added |
| Kestra Advisory Services, LLC | 126,403 | $3.84M | 0.04% | +24,314+23.8% | Added |
| Chesley Taft & Associates LLC | 126,386 | $3.84M | 0.23% | −129,635−50.6% | Reduced |
| tru Independence LLC | 125,967 | $3.82M | 1.26% | +11,285+9.8% | Added |
| Whitener Capital Management, Inc. | 125,783 | $3.82M | 1.46% | +40,968+48.3% | Added |
| Jones Financial Companies LLLP | 125,742 | $3.82M | 0.01% | −18,202−12.6% | Reduced |
| Kempner Capital Management Inc. | 125,528 | $3.81M | 2.44% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 123,028 | $3.73M | 0.38% | +8,588+7.5% | Added |
| Ingalls & Snyder LLC | 122,827 | $3.73M | 0.18% | −10,729−8.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 122,814 | $3.73M | 0.05% | +3,425+2.9% | Added |
| Colonial Trust Advisors | 122,575 | $3.72M | 0.41% | −683−0.6% | Reduced |
| Griffin Asset Management, Inc. | 122,372 | $3.71M | 0.50% | +19,603+19.1% | Added |
| Prudential PLC | 122,099 | $3.71M | 0.04% | +3,373+2.8% | Added |
| Advisory Services Network, LLC | 121,933 | $3.70M | 0.10% | +18,330+17.7% | Added |
| Baugh & Associates, LLC | 121,400 | $3.68M | 2.22% | +121,400 | New |
| Dakota Wealth Management | 119,897 | $3.64M | 0.17% | +4,311+3.7% | Added |
| British Columbia Investment Management Corp | 119,752 | $3.63M | 0.03% | +1,616+1.4% | Added |
| Teachers Retirement System of the State of Kentucky | 119,378 | $3.62M | 0.04% | −6,872−5.4% | Reduced |
| German American Bancorp, Inc. | 119,336 | $3.62M | 0.51% | +17,576+17.3% | Added |
| Sterling Investment Advisors, Ltd. | 119,141 | $3.62M | 1.20% | +5,563+4.9% | Added |
| Vestmark Advisory Solutions, Inc. | 118,309 | $3.59M | 0.14% | −3,091−2.5% | Reduced |
| TD Private Client Wealth LLC | 117,814 | $3.58M | 0.15% | −35,290−23.0% | Reduced |
| GTS Securities LLC | 116,966 | $3.55M | 0.11% | +116,966 | New |
| Keybank National Association | 116,752 | $3.54M | 0.02% | +1,289+1.1% | Added |
| Bridge Creek Capital Management LLC | 116,606 | $3.54M | 1.27% | +19,635+20.2% | Added |
| Level Four Advisory Services, LLC | 113,783 | $3.45M | 0.21% | +18,337+19.2% | Added |
| Hyman Charles D | 112,542 | $3.42M | 0.21% | −9,850−8.0% | Reduced |
| Hantz Financial Services, Inc. | 112,514 | $3.42M | 0.09% | −42,681−27.5% | Reduced |
| Loudon Investment Management, LLC | 110,908 | $3.37M | 2.22% | +92,359+497.9% | Added |
| First National Trust Co | 110,436 | $3.35M | 0.16% | +16,998+18.2% | Added |
| Hallmark Capital Management Inc | 109,212 | $3.31M | 0.30% | −2,718−2.4% | Reduced |
| Securian Asset Management, Inc | 108,660 | $3.30M | 0.08% | −1,104−1.0% | Reduced |
| Twin Tree Management, LP | 108,145 | $3.28M | 0.07% | +108,145 | New |
| Opus Investment Management Inc | 108,100 | $3.28M | 1.18% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 107,970 | $3.28M | 0.12% | +2,970+2.8% | Added |
| Candriam Luxembourg S.C.A. | 107,899 | $3.27M | 0.02% | −83,716−43.7% | Reduced |
| Kentucky Retirement Systems | 107,089 | $3.25M | 0.11% | +2,180+2.1% | Added |
| Bragg Financial Advisors, Inc | 105,194 | $3.19M | 0.18% | −656−0.6% | Reduced |
| Sandy Spring Bank | 103,971 | $3.16M | 0.17% | −2,875−2.7% | Reduced |
| Daiwa Securities Group Inc. | 103,877 | $3.15M | 0.02% | +809+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 103,616 | $3.15M | 0.04% | −14,608−12.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 103,092 | $3.13M | 0.04% | +13,845+15.5% | Added |
| Maryland State Retirement & Pension System | 101,301 | $3.07M | 0.06% | −3,312−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 101,028 | $3.07M | 0.10% | +55,763+123.2% | Added |
| United Capital Management of KS, Inc. | 100,961 | $3.06M | 0.98% | +40,841+67.9% | Added |
| Kingsview Wealth Management, LLC | 100,921 | $3.06M | 0.12% | −63,066−38.5% | Reduced |
| Chartwell Investment Partners, LLC | 100,232 | $3.04M | 0.11% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 100,153 | $3.04M | 1.01% | −3,422−3.3% | Reduced |
| LaFleur & Godfrey LLC | 98,137 | $2.98M | 0.45% | −2,540−2.5% | Reduced |
| Continental Advisors LLC | 97,450 | $2.96M | 2.61% | +40,000+69.6% | Added |
| Pacer Advisors, Inc. | 96,876 | $2.94M | 0.01% | −2,329−2.3% | Reduced |
| Cramer Rosenthal McGlynn LLC | 96,822 | $2.94M | 0.15% | −24,168−20.0% | Reduced |
| MainStreet Investment Advisors LLC | 96,422 | $2.93M | 0.32% | +2,614+2.8% | Added |
| Concord Wealth Partners | 96,045 | $2.91M | 0.63% | +12,073+14.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 96,016 | $2.91M | 0.10% | −4,290−4.3% | Reduced |
| Am Investment Strategies LLC | 95,297 | $2.89M | 0.91% | −888−0.9% | Reduced |
| FDx Advisors, Inc. | 94,316 | $2.86M | 0.16% | −135,329−58.9% | Reduced |
| Hartford Investment Management Co | 93,998 | $2.85M | 0.11% | −18,317−16.3% | Reduced |
| BancorpSouth Bank | 93,784 | $2.85M | 0.25% | −1,179−1.2% | Reduced |
| Quantitative Investment Management, LLC | 93,563 | $2.84M | 0.27% | +93,563 | New |
| Community Bank, N.A. | 91,494 | $2.78M | 0.37% | +6,952+8.2% | Added |
| Dana Investment Advisors, Inc. | 89,847 | $2.73M | 0.13% | −208,902−69.9% | Reduced |
| Imprint Wealth LLC | 89,838 | $2.73M | 1.72% | +6,000+7.2% | Added |
| Simplex Trading, LLC | 89,598 | $2.72M | 0.12% | +89,598 | New |
| Allspring Global Investments Holdings, LLC | 87,762 | $2.66M | 0.00% | −166,893−65.5% | Reduced |
| SG Americas Securities, LLC | 87,692 | $2.66M | 0.02% | +67,250+329.0% | Added |
| Trilogy Capital Inc. | 80,135 | $2.65M | 0.17% | +26,229+48.7% | Added |
| Icon Wealth Partners, LLC | 87,154 | $2.65M | 0.28% | −40,101−31.5% | Reduced |