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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 52,370 | $1.59M | 0.05% | −4,343−7.7% | Reduced |
| Trustmark National Bank Trust Department | 52,365 | $1.59M | 0.15% | −3,291−5.9% | Reduced |
| Pathstone Family Office, LLC | 52,658 | $1.58M | 0.02% | +1,089+2.1% | Added |
| Stoneridge Investment Partners LLC | 51,987 | $1.58M | 0.69% | +51,987 | New |
| B.O.S.S. Retirement Advisors, LLC | 51,726 | $1.57M | 0.33% | +5,719+12.4% | Added |
| Culbertson A N & Co Inc | 51,690 | $1.57M | 0.30% | −3,314−6.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 51,320 | $1.56M | 0.04% | −105,509−67.3% | Reduced |
| Guardian Wealth Advisors, LLC | 51,276 | $1.56M | 0.27% | −5,026−8.9% | Reduced |
| Valley National Advisers Inc | 51,093 | $1.55M | 0.26% | −3,954−7.2% | Reduced |
| Trust Co of Toledo NA | 50,974 | $1.55M | 0.26% | +12,363+32.0% | Added |
| Holderness Investments Co | 50,943 | $1.55M | 0.57% | +1,011+2.0% | Added |
| Equitable Trust Co | 50,845 | $1.54M | 0.12% | −657−1.3% | Reduced |
| Longfellow Investment Management Co LLC | 50,811 | $1.54M | 0.35% | +3,437+7.3% | Added |
| Everence Capital Management Inc | 49,760 | $1.52M | 0.12% | 00.0% | Unchanged |
| Welch & Forbes LLC | 49,741 | $1.51M | 0.02% | −1,272−2.5% | Reduced |
| Waddell & Associates, LLC | 49,636 | $1.51M | 0.22% | +148+0.3% | Added |
| Argyle Capital Management Inc. | 49,450 | $1.50M | 0.54% | −1,600−3.1% | Reduced |
| IVC Wealth Advisors LLC | 49,416 | $1.50M | 0.95% | +724+1.5% | Added |
| Wolverine Trading, LLC | 48,568 | $1.49M | 0.02% | +3,618+8.0% | Added |
| Toroso Investments, LLC | 49,027 | $1.49M | 0.04% | +806+1.7% | Added |
| Metis Global Partners, LLC | 48,930 | $1.49M | 0.08% | −4,411−8.3% | Reduced |
| Colonial Trust Co | 48,751 | $1.48M | 0.35% | +756+1.6% | Added |
| Jaffetilchin Investment Partners, LLC | 48,447 | $1.47M | 0.16% | −1,059−2.1% | Reduced |
| SeaCrest Wealth Management, LLC | 48,406 | $1.47M | 0.19% | +14,320+42.0% | Added |
| Glenmede Trust Co NA | 43,030 | $1.47M | 0.01% | 00.0% | Unchanged |
| Delta Capital Management LLC | 48,255 | $1.47M | 1.01% | −100−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 48,240 | $1.46M | 0.27% | +1,390+3.0% | Added |
| Marotta Asset Management | 48,175 | $1.46M | 0.33% | +48,175 | New |
| Bailard, Inc. | 48,096 | $1.46M | 0.05% | +3,495+7.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,812 | $1.45M | 0.11% | +600+1.3% | Added |
| Citizens & Northern Corp | 47,087 | $1.43M | 0.54% | +10,840+29.9% | Added |
| Patten Group, Inc. | 47,029 | $1.43M | 0.40% | −69−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 46,917 | $1.42M | 0.05% | −312−0.7% | Reduced |
| Signaturefd, LLC | 46,546 | $1.41M | 0.04% | −2,059−4.2% | Reduced |
| Boston Partners | 45,792 | $1.39M | 0.00% | −2,417,809−98.1% | Reduced |
| Wellington Management Group LLP | 45,296 | $1.37M | 0.00% | −12,415,021−99.6% | Reduced |
| SYSTM Wealth Solutions LLC | 45,075 | $1.37M | 0.19% | −1,852−3.9% | Reduced |
| GHP Investment Advisors, Inc. | 43,081 | $1.37M | 0.08% | +4,878+12.8% | Added |
| Steward Partners Investment Advisory, LLC | 44,637 | $1.35M | 0.02% | −3,439−7.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 44,347 | $1.35M | 0.46% | +4,246+10.6% | Added |
| Warren Averett Asset Management, LLC | 44,288 | $1.34M | 0.06% | +4,723+11.9% | Added |
| Arcus Capital Partners, LLC | 44,046 | $1.34M | 0.40% | −112−0.3% | Reduced |
| Independence Bank of Kentucky | 43,908 | $1.33M | 0.54% | +859+2.0% | Added |
| 1832 Asset Management L.P. | 43,455 | $1.32M | 0.00% | +35,300+432.9% | Added |
| BHK Investment Advisors, LLC | 43,379 | $1.32M | 0.56% | +5,069+13.2% | Added |
| Apollon Wealth Management, LLC | 43,361 | $1.32M | 0.06% | +14,383+49.6% | Added |
| Heritage Wealth Advisors | 43,354 | $1.32M | 0.07% | −1,751−3.9% | Reduced |
| Investors Research Corp | 43,224 | $1.31M | 0.33% | +635+1.5% | Added |
| CWA Asset Management Group, LLC | 43,166 | $1.31M | 0.09% | −373−0.9% | Reduced |
| Virtu Financial LLC | 43,170 | $1.31M | 0.10% | +43,170 | New |
| Old North State Trust, LLC | 42,951 | $1.30M | 0.96% | −323−0.7% | Reduced |
| Two Sigma Securities, LLC | 42,944 | $1.30M | 0.11% | +36,050+522.9% | Added |
| Silvercrest Asset Management Group LLC | 42,767 | $1.30M | 0.01% | +3,685+9.4% | Added |
| Outfitter Financial LLC | 42,443 | $1.29M | 1.15% | −250−0.6% | Reduced |
| Brown Brothers Harriman & Co | 42,229 | $1.28M | 0.01% | −1,958−4.4% | Reduced |
| Raleigh Capital Management Inc. | 42,217 | $1.28M | 0.64% | −2,762−6.1% | Reduced |
| Atlantic Union Bankshares Corp | 42,091 | $1.28M | 0.13% | −5,461−11.5% | Reduced |
| Portside Wealth Group, LLC | 42,079 | $1.28M | 0.24% | +42,079 | New |
| Northwestern Mutual Investment Management Company, LLC | 42,013 | $1.28M | 0.03% | +305+0.7% | Added |
| Graham Capital Management, L.P. | 41,627 | $1.26M | 0.04% | +41,627 | New |
| Hills Bank & Trust Co | 41,487 | $1.26M | 0.16% | +5,627+15.7% | Added |
| Empirical Finance, LLC | 41,452 | $1.26M | 0.10% | +4,299+11.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 41,415 | $1.26M | 0.13% | +21,171+104.6% | Added |
| Sequoia Financial Advisors, LLC | 41,381 | $1.26M | 0.02% | +2,856+7.4% | Added |
| Atria Wealth Solutions, Inc. | 40,945 | $1.24M | 0.02% | +5,872+16.7% | Added |
| Wealth Alliance | 40,856 | $1.24M | 0.19% | −3,455−7.8% | Reduced |
| Vinva Investment Management Ltd | 40,441 | $1.24M | 0.11% | −4,523−10.1% | Reduced |
| Veritable, L.P. | 40,597 | $1.23M | 0.02% | −1,736−4.1% | Reduced |
| Blair William & Co | 40,388 | $1.23M | 0.00% | −4,757−10.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 40,376 | $1.23M | 0.06% | −3,284−7.5% | Reduced |
| AMG National Trust Bank | 40,151 | $1.22M | 0.04% | −7,547−15.8% | Reduced |
| Buckhead Capital Management LLC | 40,101 | $1.22M | 0.29% | 00.0% | Unchanged |
| StoneX Group Inc. | 40,010 | $1.21M | 0.13% | +19,387+94.0% | Added |
| Bray Capital Advisors | 39,952 | $1.21M | 0.36% | −17,828−30.9% | Reduced |
| Berkeley Capital Partners, LLC | 39,861 | $1.21M | 0.43% | +13,431+50.8% | Added |
| Moody National Bank Trust Division | 39,688 | $1.20M | 0.08% | +2,232+6.0% | Added |
| Gotham Asset Management, LLC | 39,604 | $1.20M | 0.03% | +783+2.0% | Added |
| CWM, LLC | 39,509 | $1.20M | 0.01% | +6,352+19.2% | Added |
| Axxcess Wealth Management, LLC | 39,437 | $1.20M | 0.09% | −2,049−4.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 39,133 | $1.19M | 0.04% | −36,558−48.3% | Reduced |
| Edgestream Partners, L.P. | 39,122 | $1.19M | 0.11% | +39,122 | New |
| New England Research & Management, Inc. | 39,105 | $1.19M | 0.69% | −1,786−4.4% | Reduced |
| Icon Advisers Inc | 39,100 | $1.19M | 0.30% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 39,065 | $1.19M | 0.04% | −2,461−5.9% | Reduced |
| Global Retirement Partners, LLC | 39,059 | $1.19M | 0.06% | +3,059+8.5% | Added |
| Headinvest, LLC | 37,185 | $1.18M | 0.25% | −7,702−17.2% | Reduced |
| Glenview Trust Co | 38,785 | $1.18M | 0.03% | +5,550+16.7% | Added |
| Ferguson Wellman Capital Management, Inc | 38,745 | $1.18M | 0.03% | −1,169,441−96.8% | Reduced |
| Banque Cantonale Vaudoise | 38,633 | $1.17M | 0.05% | +16,000+70.7% | Added |
| Park Avenue Securities LLC | 38,619 | $1.17M | 0.02% | +2,899+8.1% | Added |
| BKD Wealth Advisors, LLC | 38,537 | $1.17M | 0.03% | +4,424+13.0% | Added |
| Leavell Investment Management, Inc. | 38,433 | $1.17M | 0.08% | −7,785−16.8% | Reduced |
| Physicians Financial Services, Inc. | 38,361 | $1.16M | 0.46% | −1,100−2.8% | Reduced |
| IFG Advisory, LLC | 38,138 | $1.16M | 0.10% | +22,546+144.6% | Added |
| Salzhauer Michael | 38,137 | $1.16M | 1.25% | −1,500−3.8% | Reduced |
| InterOcean Capital Group, LLC | 38,059 | $1.16M | 0.04% | −1,582−4.0% | Reduced |
| Neville Rodie & Shaw Inc | 37,723 | $1.15M | 0.10% | −75−0.2% | Reduced |
| Kinneret Advisory, LLC | 37,665 | $1.14M | 0.14% | 00.0% | Unchanged |
| First County Bank | 37,652 | $1.14M | 0.55% | +3,225+9.4% | Added |
| Marks Group Wealth Management, Inc | 37,275 | $1.13M | 0.13% | +10,206+37.7% | Added |