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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 36,989 | $1.12M | 0.02% | +3,256+9.7% | Added |
| D.A. Davidson & Co. | 36,972 | $1.12M | 0.01% | −22,751−38.1% | Reduced |
| Diamant Asset Management, Inc. | 36,925 | $1.12M | 0.86% | +2,825+8.3% | Added |
| Argent Advisors, Inc. | 36,742 | $1.12M | 0.51% | +2,293+6.7% | Added |
| RKL Wealth Management LLC | 36,709 | $1.11M | 0.13% | +505+1.4% | Added |
| CNB Bank | 36,638 | $1.11M | 0.65% | −2,618−6.7% | Reduced |
| Heritage Trust Co | 36,252 | $1.10M | 0.16% | −1,698−4.5% | Reduced |
| Investors Asset Management of Georgia Inc | 36,201 | $1.10M | 0.57% | +2,727+8.1% | Added |
| Princeton Global Asset Management LLC | 36,107 | $1.10M | 0.32% | +1,159+3.3% | Added |
| X-Square Capital, LLC | 36,087 | $1.09M | 0.74% | −2,011−5.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 35,802 | $1.09M | 0.08% | −4,696−11.6% | Reduced |
| Tredje AP-fonden | 35,754 | $1.09M | 0.02% | +5,918+19.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 35,722 | $1.08M | 0.59% | +6,015+20.2% | Added |
| Snowden Capital Advisors LLC | 35,392 | $1.07M | 0.04% | −6,566−15.6% | Reduced |
| St. Johns Investment Management Company, LLC | 35,153 | $1.07M | 0.58% | +121+0.3% | Added |
| Pettee Investors, Inc. | 35,069 | $1.06M | 0.48% | +780+2.3% | Added |
| McMillion Capital Management Inc | 34,839 | $1.06M | 0.94% | −160−0.5% | Reduced |
| Cornerstone Advisory, LLC | 33,948 | $1.03M | 0.18% | +634+1.9% | Added |
| J.W. Cole Advisors, Inc. | 33,898 | $1.03M | 0.07% | −1,837−5.1% | Reduced |
| MBL Wealth, LLC | 33,846 | $1.03M | 0.15% | +4,074+13.7% | Added |
| NewEdge Wealth, LLC | 33,645 | $1.02M | 0.03% | −9,428−21.9% | Reduced |
| We Are One Seven, LLC | 33,641 | $1.02M | 0.09% | −12,041−26.4% | Reduced |
| Hendershot Investments Inc. | 33,371 | $1.01M | 0.16% | −1,508−4.3% | Reduced |
| BCS Wealth Management | 32,955 | $1.00M | 0.73% | +32,955 | New |
| Engineers Gate Manager LP | 32,879 | $997.9K | 0.04% | −834−2.5% | Reduced |
| Transcend Wealth Collective, LLC | 32,795 | $995.3K | 0.09% | −562−1.7% | Reduced |
| Bleakley Financial Group, LLC | 32,776 | $994.7K | 0.03% | +3,510+12.0% | Added |
| Sawtooth Solutions, LLC | 32,766 | $994.4K | 0.03% | +3,495+11.9% | Added |
| South State Corp. | 32,631 | $990.4K | 0.09% | −3,739−10.3% | Reduced |
| Davis Investment Partners, LLC | 29,850 | $986.8K | 0.47% | −435−1.4% | Reduced |
| MCF Advisors LLC | 32,281 | $979.7K | 0.09% | +133+0.4% | Added |
| Illinois Municipal Retirement Fund | 32,144 | $976.0K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 32,109 | $969.7K | 0.09% | 00.0% | Unchanged |
| Bank Ozk | 31,945 | $969.5K | 0.46% | +610+1.9% | Added |
| Farmers National Bank | 31,748 | $963.6K | 0.33% | −2,307−6.8% | Reduced |
| Bridgefront Capital, LLC | 31,672 | $961.2K | 0.52% | −10,422−24.8% | Reduced |
| Strategic Advisors LLC | 31,670 | $961.2K | 0.18% | −3,918−11.0% | Reduced |
| Vestcor Inc | 31,180 | $946.0K | 0.03% | −152−0.5% | Reduced |
| United Services Automobile Association | 31,075 | $943.1K | 0.03% | −3,631−10.5% | Reduced |
| Ballast, Inc. | 30,982 | $940.3K | 0.36% | +3,287+11.9% | Added |
| Oak Thistle LLC | 30,786 | $934.4K | 0.49% | +30,786 | New |
| Foundations Investment Advisors, LLC | 30,751 | $933.3K | 0.03% | +4,336+16.4% | Added |
| Brighton Jones LLC | 30,721 | $932.4K | 0.05% | +5,606+22.3% | Added |
| RFG Advisory, LLC | 30,598 | $928.6K | 0.04% | +527+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 30,437 | $924.0K | 0.05% | −16,103−34.6% | Reduced |
| Poehling Capital Management, LLC | 30,210 | $916.9K | 0.31% | −13,225−30.4% | Reduced |
| RFP Financial Group LLC | 30,197 | $916.5K | 0.37% | +22,500+292.3% | Added |
| Curated Wealth Partners LLC | 30,168 | $915.6K | 0.18% | −2,581−7.9% | Reduced |
| Dividend Assets Capital, LLC | 29,496 | $895.0K | 0.18% | −741−2.5% | Reduced |
| Mutual Advisors, LLC | 29,285 | $888.8K | 0.03% | +1,130+4.0% | Added |
| O'Shaughnessy Asset Management, LLC | 29,283 | $888.7K | 0.01% | −3,855−11.6% | Reduced |
| Fort Sheridan Advisors LLC | 29,239 | $887.4K | 0.20% | +43+0.1% | Added |
| Voya Financial Advisors, Inc. | 28,609 | $876.6K | 0.10% | −1,470−4.9% | Reduced |
| Comerica Securities,inc. | 28,840 | $875.3K | 0.06% | −8,274−22.3% | Reduced |
| Alberta Investment Management Corp | 28,800 | $874.1K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 28,736 | $872.1K | 0.11% | +10,214+55.1% | Added |
| GoalVest Advisory LLC | 28,685 | $870.6K | 0.45% | −1,910−6.2% | Reduced |
| CSS LLC | 28,618 | $868.6K | 0.07% | +10,000+53.7% | Added |
| Steel Canyon Capital, LLC | 28,514 | $865.4K | 1.36% | +28,514 | New |
| Plimoth Trust Co LLC | 28,478 | $864.3K | 0.26% | −1,150−3.9% | Reduced |
| Jacobi Capital Management LLC | 28,405 | $862.1K | 0.10% | +3,476+13.9% | Added |
| River Oaks Capital LLC | 28,300 | $858.9K | 1.31% | +9,800+53.0% | Added |
| Trust Co of Virginia | 28,273 | $858.1K | 0.09% | −561−1.9% | Reduced |
| Patton Albertson Miller Group, LLC | 28,232 | $856.8K | 0.17% | −5,026−15.1% | Reduced |
| Ally Financial Inc. | 28,000 | $849.8K | 0.12% | 00.0% | Unchanged |
| Csenge Advisory Group | 27,994 | $849.6K | 0.06% | −408−1.4% | Reduced |
| United Bank | 27,927 | $847.6K | 0.10% | −757−2.6% | Reduced |
| Founders Financial Alliance, LLC | 27,715 | $841.2K | 0.33% | +4,825+21.1% | Added |
| Sound View Wealth Advisors Group, LLC | 27,691 | $840.4K | 0.11% | +1,245+4.7% | Added |
| Valeo Financial Advisors, LLC | 27,628 | $838.5K | 0.04% | +1,313+5.0% | Added |
| Tokio Marine Asset Management Co Ltd | 27,533 | $835.6K | 0.05% | +1,393+5.3% | Added |
| First Bank & Trust | 27,359 | $830.3K | 0.21% | −15,209−35.7% | Reduced |
| Applied Capital LLC | 27,216 | $826.0K | 0.78% | +7,984+41.5% | Added |
| EPG Wealth Management LLC | 27,187 | $825.1K | 0.24% | +8,708+47.1% | Added |
| Resources Investment Advisors, LLC. | 26,767 | $812.4K | 0.02% | −95−0.4% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 26,623 | $809.9K | 0.80% | −1,702−6.0% | Reduced |
| Smith, Salley & Associates | 26,099 | $792.0K | 0.06% | −90,804−77.7% | Reduced |
| XTX Topco Ltd | 26,069 | $791.2K | 0.14% | +26,069 | New |
| Legacy Wealth Asset Management, LLC | 26,053 | $790.7K | 0.28% | +15,438+145.4% | Added |
| Colony Group LLC | 26,016 | $790.0K | 0.01% | +3,305+14.6% | Added |
| RBF Capital, LLC | 25,900 | $786.1K | 0.05% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 24,899 | $781.6K | 0.49% | +40+0.2% | Added |
| Linden Thomas Advisory Services, LLC | 25,671 | $779.1K | 0.17% | +715+2.9% | Added |
| Savant Capital, LLC | 25,502 | $774.0K | 0.01% | +2,363+10.2% | Added |
| First Horizon Advisors, Inc. | 25,420 | $771.5K | 0.03% | −451−1.7% | Reduced |
| Nicolet Bankshares Inc | 37,053 | $765.7K | 0.22% | +14,695+65.7% | Added |
| Rossmore Private Capital | 25,207 | $765.0K | 0.11% | −1,467−5.5% | Reduced |
| HM Payson & Co | 25,002 | $758.8K | 0.02% | −2,028−7.5% | Reduced |
| Select Asset Management & Trust | 24,972 | $758.0K | 0.46% | +2,875+13.0% | Added |
| ProVise Management Group, LLC | 24,610 | $746.9K | 0.07% | +5,928+31.7% | Added |
| IFP Advisors, Inc | 13,523 | $740.0K | 0.04% | −404−2.9% | Reduced |
| Lakeview Capital Partners, LLC | 24,299 | $737.5K | 0.14% | +1,040+4.5% | Added |
| Sheets Smith Wealth Management | 24,279 | $736.9K | 0.11% | −161−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 24,129 | $732.3K | 0.07% | −200−0.8% | Reduced |
| Verity & Verity, LLC | 24,094 | $731.3K | 0.09% | −334,973−93.3% | Reduced |
| Allworth Financial LP | 24,024 | $729.1K | 0.01% | +2,771+13.0% | Added |
| Intrua Financial, LLC | 23,855 | $724.0K | 0.13% | +5,696+31.4% | Added |
| Monument Capital Management | 23,620 | $716.9K | 0.23% | +27+0.1% | Added |
| Shepherd Financial Partners LLC | 23,562 | $715.1K | 0.11% | +2,438+11.5% | Added |
| Aull & Monroe Investment Management Corp | 23,460 | $712.0K | 0.36% | −411−1.7% | Reduced |