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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 86,825 | $2.64M | 0.47% | +28,980+50.1% | Added |
| Sound Income Strategies, LLC | 86,234 | $2.62M | 0.27% | −110,364−56.1% | Reduced |
| Kavar Capital Partners Group, LLC | 85,912 | $2.61M | 0.56% | −5,252−5.8% | Reduced |
| Fiduciary Alliance LLC | 85,313 | $2.59M | 0.56% | −2,275−2.6% | Reduced |
| Avantax Advisory Services, Inc. | 85,027 | $2.58M | 0.03% | +46,930+123.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 84,000 | $2.55M | 0.01% | +76,013+951.7% | Added |
| National Asset Management, Inc. | 83,938 | $2.55M | 0.06% | +19,961+31.2% | Added |
| Pettyjohn, Wood & White, Inc | 83,345 | $2.53M | 0.59% | +1,377+1.7% | Added |
| Louisiana State Employees Retirement System | 82,400 | $2.50M | 0.06% | −3,900−4.5% | Reduced |
| Sandhill Capital Partners LLC | 81,593 | $2.48M | 0.23% | −2,152−2.6% | Reduced |
| HB Wealth Management, LLC | 81,205 | $2.46M | 0.04% | −4,821−5.6% | Reduced |
| YHB Investment Advisors, Inc. | 80,861 | $2.45M | 0.23% | −3,041−3.6% | Reduced |
| CIBC World Markets Inc. | 79,441 | $2.41M | 0.01% | +79,441 | New |
| King Luther Capital Management Corp | 79,440 | $2.41M | 0.01% | −457,826−85.2% | Reduced |
| Kestra Private Wealth Services, LLC | 79,032 | $2.40M | 0.08% | +265+0.3% | Added |
| Hengehold Capital Management LLC | 78,498 | $2.38M | 0.32% | +42,146+115.9% | Added |
| Thrivent Financial for Lutherans | 77,730 | $2.36M | 0.01% | −45,679−37.0% | Reduced |
| Signature Wealth Management Group | 77,682 | $2.36M | 1.10% | +3,345+4.5% | Added |
| JT Stratford LLC | 77,491 | $2.35M | 0.63% | +8,012+11.5% | Added |
| Edmp, Inc. | 77,342 | $2.35M | 2.24% | +11,458+17.4% | Added |
| Anchor Investment Management, LLC | 77,235 | $2.34M | 0.30% | +1,780+2.4% | Added |
| Ostrum Asset Management | 76,735 | $2.33M | 0.20% | −2,938−3.7% | Reduced |
| Stonegate Investment Group, LLC | 76,054 | $2.31M | 0.08% | −49,362−39.4% | Reduced |
| Pinnacle Financial Partners Inc | 75,667 | $2.30M | 0.06% | −222,656−74.6% | Reduced |
| Eastern Bank | 75,491 | $2.29M | 0.11% | +17,510+30.2% | Added |
| Integrated Wealth Concepts LLC | 75,151 | $2.28M | 0.04% | +12,586+20.1% | Added |
| Cary Street Partner Investment Advisory LLC | 75,023 | $2.28M | 0.15% | +25,350+51.0% | Added |
| Andra AP-fonden | 74,000 | $2.25M | 0.06% | −32,600−30.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 73,981 | $2.25M | 0.24% | +23,767+47.3% | Added |
| Norinchukin Bank, The | 73,897 | $2.24M | 0.04% | +4,010+5.7% | Added |
| Wealthfront Advisers LLC | 73,185 | $2.22M | 0.01% | +64,403+733.4% | Added |
| Aigen Investment Management, LP | 72,977 | $2.21M | 0.33% | +72,977 | New |
| Crossmark Global Holdings, Inc. | 66,876 | $2.21M | 0.05% | −57,428−46.2% | Reduced |
| Umb Bank N A | 71,960 | $2.18M | 0.03% | −63,948−47.1% | Reduced |
| Alaska Permanent Fund Corp | 71,500 | $2.17M | 0.04% | +71,500 | New |
| Renaissance Technologies LLC | 71,317 | $2.16M | 0.00% | −434,425−85.9% | Reduced |
| United Bank | 71,248 | $2.16M | 1.23% | −374−0.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 69,227 | $2.10M | 0.10% | −2,002−2.8% | Reduced |
| Capital Investment Counsel, Inc | 68,921 | $2.09M | 0.41% | +1,968+2.9% | Added |
| Gator Capital Management, LLC | 67,099 | $2.04M | 1.43% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 66,697 | $2.02M | 0.07% | +12,045+22.0% | Added |
| Achmea Investment Management B.V. | 66,304 | $2.01M | 0.04% | +23,325+54.3% | Added |
| Davis Selected Advisers | 66,014 | $2.00M | 0.01% | −1,092−1.6% | Reduced |
| Arbor Investment Advisors, LLC | 65,839 | $2.00M | 0.35% | −1,812−2.7% | Reduced |
| FinTrust Capital Advisors, LLC | 45,999 | $1.98M | 0.47% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 64,488 | $1.96M | 0.09% | +3,100+5.0% | Added |
| Lee Danner & Bass Inc | 64,300 | $1.95M | 0.17% | +223+0.3% | Added |
| Camden National Bank | 64,228 | $1.95M | 0.38% | −15,563−19.5% | Reduced |
| Huntington National Bank | 64,162 | $1.95M | 0.02% | −14,357−18.3% | Reduced |
| Resource Consulting Group Inc | 64,077 | $1.94M | 0.38% | +64,077 | New |
| Commonwealth Retirement Investments LLC | 63,748 | $1.93M | 1.08% | +63,748 | New |
| Fulton Bank, N.A. | 63,714 | $1.93M | 0.09% | −3,108−4.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 63,588 | $1.93M | 0.04% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 63,351 | $1.92M | 0.66% | +95+0.2% | Added |
| Nicholas Hoffman & Company, LLC. | 62,777 | $1.91M | 0.07% | −507−0.8% | Reduced |
| River Wealth Advisors LLC | 62,597 | $1.90M | 0.32% | −72−0.1% | Reduced |
| Moors & Cabot, Inc. | 62,089 | $1.88M | 0.13% | +3,154+5.4% | Added |
| La Banque Postale Asset Management SA | 62,061 | $1.88M | 0.04% | +193+0.3% | Added |
| Verdence Capital Advisors LLC | 61,796 | $1.88M | 0.22% | +1,718+2.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 61,704 | $1.87M | 1.55% | +22,723+58.3% | Added |
| Stanley-Laman Group, Ltd. | 61,610 | $1.87M | 0.31% | +660+1.1% | Added |
| JustInvest LLC | 61,452 | $1.87M | 0.06% | −5,351−8.0% | Reduced |
| Iowa State Bank | 61,083 | $1.85M | 0.47% | −2,241−3.5% | Reduced |
| Private Advisor Group, LLC | 59,367 | $1.84M | 0.02% | +26,398+80.1% | Added |
| Peloton Wealth Strategists | 60,625 | $1.84M | 0.81% | +4,600+8.2% | Added |
| ExodusPoint Capital Management, LP | 60,608 | $1.84M | 0.02% | +25,207+71.2% | Added |
| Proquility Private Wealth Partners, LLC | 60,561 | $1.84M | 0.72% | +6,660+12.4% | Added |
| Goelzer Investment Management, Inc. | 60,371 | $1.83M | 0.16% | +242+0.4% | Added |
| Ahl Investment Management, Inc. | 60,169 | $1.83M | 1.62% | −200−0.3% | Reduced |
| Trust Co of Vermont | 60,122 | $1.82M | 0.12% | +1,904+3.3% | Added |
| Lincoln National Corp | 60,005 | $1.82M | 0.04% | +13,369+28.7% | Added |
| Capital International Inc | 59,266 | $1.80M | 0.03% | +11,822+24.9% | Added |
| Arvest Trust Co N A | 53,438 | $1.78M | 0.11% | −3,018−5.3% | Reduced |
| Stratos Wealth Partners, LTD. | 58,373 | $1.77M | 0.04% | −9,653−14.2% | Reduced |
| Salomon & Ludwin, LLC | 58,086 | $1.76M | 0.19% | +12,923+28.6% | Added |
| Asio Capital, LLC | 58,066 | $1.76M | 0.43% | +58,066 | New |
| Metropolitan Life Insurance Co | 58,043 | $1.76M | 0.09% | −1,303−2.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 57,800 | $1.75M | 0.03% | −425−0.7% | Reduced |
| Capstone Investment Advisors, LLC | 57,439 | $1.74M | 0.05% | +18,023+45.7% | Added |
| Assetmark, Inc | 57,427 | $1.74M | 0.01% | −24,638−30.0% | Reduced |
| Marco Investment Management LLC | 57,276 | $1.74M | 0.19% | −9,071−13.7% | Reduced |
| ZWJ Investment Counsel Inc | 57,258 | $1.74M | 0.09% | −1,519−2.6% | Reduced |
| Cetera Advisors LLC | 56,915 | $1.73M | 0.03% | +26,082+84.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 56,894 | $1.73M | 0.23% | −2,030−3.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 56,825 | $1.72M | 0.01% | +56,825 | New |
| Arkadios Wealth Advisors | 56,323 | $1.71M | 0.20% | +3,661+7.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 56,202 | $1.71M | 0.06% | +31,239+125.1% | Added |
| Greenwood Capital Associates LLC | 55,990 | $1.70M | 0.24% | −1,200−2.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 55,911 | $1.70M | 1.19% | −2,625−4.5% | Reduced |
| First American Bank | 55,846 | $1.69M | 0.15% | −916−1.6% | Reduced |
| Laurel Wealth Advisors LLC | 55,806 | $1.69M | 0.34% | −151−0.3% | Reduced |
| North Star Investment Management Corp. | 55,792 | $1.69M | 0.14% | −2,305−4.0% | Reduced |
| Ronald Blue Trust, Inc. | 49,199 | $1.68M | 0.03% | +14,409+41.4% | Added |
| Rather & Kittrell, Inc. | 54,969 | $1.67M | 0.70% | +3,401+6.6% | Added |
| Farmers & Merchants Investments Inc | 54,951 | $1.67M | 0.06% | −105,868−65.8% | Reduced |
| Galibier Capital Management Ltd. | 54,505 | $1.65M | 0.38% | +15,458+39.6% | Added |
| First Hawaiian Bank | 53,922 | $1.64M | 0.05% | +11,090+25.9% | Added |
| Prospera Financial Services Inc | 53,781 | $1.63M | 0.06% | +22,688+73.0% | Added |
| Buckingham Strategic Wealth, LLC | 53,587 | $1.63M | 0.02% | −59,882−52.8% | Reduced |
| Vident Investment Advisory, LLC | 53,022 | $1.61M | 0.06% | −37,058−41.1% | Reduced |