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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 21,494 | $711.4K | 0.05% | −2,010−8.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 23,217 | $704.6K | 0.09% | −143−0.6% | Reduced |
| KG&L Capital Management,LLC | 23,099 | $701.1K | 0.34% | +23,099 | New |
| Advisor Partners II, LLC | 23,011 | $698.4K | 0.03% | −12,602−35.4% | Reduced |
| Widmann Financial Services, Inc. | 22,822 | $692.6K | 0.66% | +202+0.9% | Added |
| Newman Dignan & Sheerar, Inc. | 22,822 | $692.6K | 0.21% | −9,891−30.2% | Reduced |
| Hancock Whitney Corp | 22,541 | $683.0K | 0.03% | +12,457+123.5% | Added |
| Certified Advisory Corp | 22,313 | $677.2K | 0.12% | −421−1.9% | Reduced |
| Penserra Capital Management LLC | 22,369 | $677.0K | 0.01% | +10,864+94.4% | Added |
| Ossiam | 22,203 | $673.9K | 0.01% | −16,907−43.2% | Reduced |
| Wealthspire Advisors, LLC | 22,017 | $668.2K | 0.01% | −924−4.0% | Reduced |
| Marino, Stram & Associates LLC | 21,893 | $664.5K | 0.19% | −302−1.4% | Reduced |
| Los Angeles Capital Management LLC | 21,857 | $663.4K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 21,795 | $661.5K | 0.01% | +853+4.1% | Added |
| Northwest Bank & Trust Co | 21,770 | $660.4K | 0.64% | +21,770 | New |
| Westfield Capital Management Co LP | 21,720 | $659.2K | 0.00% | +21,720 | New |
| Clearstead Advisors, LLC | 21,533 | $653.5K | 0.04% | +788+3.8% | Added |
| Great Lakes Retirement, Inc. | 21,505 | $652.7K | 0.12% | +976+4.8% | Added |
| E. Ohman J:or Asset Management AB | 21,500 | $652.5K | 0.02% | −35,600−62.3% | Reduced |
| Summit Financial Group Inc | 21,364 | $648.4K | 0.25% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 21,270 | $645.5K | 0.06% | −207,802−90.7% | Reduced |
| Transatlantique Private Wealth LLC | 21,236 | $644.5K | 0.34% | −5,343−20.1% | Reduced |
| Leisure Capital Management | 21,182 | $642.9K | 0.35% | +1,802+9.3% | Added |
| Carson Advisory Inc. | 21,161 | $642.2K | 0.54% | +3,622+20.7% | Added |
| Beverly Hills Private Wealth, LLC | 20,007 | $641.6K | 0.11% | +10,414+108.6% | Added |
| Centiva Capital, LP | 20,936 | $635.4K | 0.03% | +13,767+192.0% | Added |
| Lebenthal Global Advisors, LLC | 20,912 | $634.7K | 0.18% | +6,897+49.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 18,814 | $629.0K | 0.33% | +1,801+10.6% | Added |
| Cravens & Co Advisors, LLC | 20,679 | $627.6K | 0.58% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 20,547 | $623.6K | 0.05% | −1,967−8.7% | Reduced |
| Ieq Capital, LLC | 20,350 | $617.6K | 0.01% | −916−4.3% | Reduced |
| Profund Advisors LLC | 20,295 | $616.0K | 0.03% | −735−3.5% | Reduced |
| Concord Asset Management, LLC | 20,233 | $614.1K | 0.22% | +4,531+28.9% | Added |
| OmniStar Financial Group, Inc. | 20,198 | $613.0K | 0.72% | +24+0.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 20,107 | $610.4K | 0.05% | +3,274+19.4% | Added |
| Douglass Winthrop Advisors, LLC | 20,025 | $607.8K | 0.01% | +2,500+14.3% | Added |
| Fee-Only Financial Planning, L.C. | 20,014 | $607.4K | 0.46% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 19,927 | $604.8K | 0.03% | −2,505−11.2% | Reduced |
| Canal Capital Management, LLC | 19,881 | $603.4K | 0.12% | +165+0.8% | Added |
| Northwest & Ethical Investments L.P. | 19,841 | $602.2K | 0.02% | −34,196−63.3% | Reduced |
| Sumitomo Life Insurance Co | 19,782 | $600.4K | 0.03% | −1,757−8.2% | Reduced |
| Washington Trust Co | 19,602 | $594.9K | 0.03% | −27,347−58.2% | Reduced |
| Moneta Group Investment Advisors LLC | 19,595 | $594.7K | 0.01% | +1,527+8.5% | Added |
| Equitable Holdings, Inc. | 19,544 | $593.2K | 0.01% | −90−0.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 19,476 | $591.1K | 0.06% | +19,476 | New |
| City Holding Co | 19,458 | $590.3K | 0.10% | +5,457+39.0% | Added |
| Rollins Financial | 19,451 | $590.3K | 0.16% | +10,400+114.9% | Added |
| Westover Capital Advisors, LLC | 19,407 | $589.0K | 0.20% | −12,328−38.8% | Reduced |
| Boothbay Fund Management, LLC | 19,405 | $588.9K | 0.02% | +19,405 | New |
| Wealth Quarterback LLC | 19,352 | $587.3K | 0.41% | +831+4.5% | Added |
| DoubleLine ETF Adviser LP | 19,309 | $586.0K | 0.22% | +4,273+28.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 19,294 | $585.6K | 0.12% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 19,237 | $583.8K | 0.46% | −50.0% | Reduced |
| Park Place Capital Corp | 19,180 | $582.1K | 0.16% | −4,961−20.6% | Reduced |
| Intech Investment Management LLC | 19,177 | $582.0K | 0.01% | −98,133−83.7% | Reduced |
| Tiaa, FSB | 19,047 | $578.1K | 0.00% | +1,799+10.4% | Added |
| Central Trust Co | 18,946 | $575.0K | 0.02% | −6,060−24.2% | Reduced |
| American Trust | 18,904 | $573.7K | 0.04% | 00.0% | Unchanged |
| RMR Wealth Builders | 18,841 | $571.8K | 0.10% | +9,516+102.0% | Added |
| Hilltop Holdings Inc. | 18,583 | $563.8K | 0.07% | +594+3.3% | Added |
| Grove Bank & Trust | 18,525 | $562.2K | 0.11% | −1,310−6.6% | Reduced |
| Staley Capital Advisers Inc | 18,500 | $561.5K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 18,488 | $561.1K | 0.02% | +10,531+132.3% | Added |
| Pitcairn Co | 18,487 | $561.1K | 0.05% | −9,854−34.8% | Reduced |
| Trust Investment Advisors | 18,458 | $560.2K | 0.45% | +18,458 | New |
| Bokf, NA | 18,350 | $556.9K | 0.01% | −5,979−24.6% | Reduced |
| CAPROCK Group, Inc. | 18,282 | $554.9K | 0.04% | −3,240−15.1% | Reduced |
| Ethic Inc. | 18,277 | $554.7K | 0.02% | −10,965−37.5% | Reduced |
| Lido Advisors, LLC | 18,158 | $550.8K | 0.01% | −2,548−12.3% | Reduced |
| Franklin Street Advisors Inc | 18,136 | $550.0K | 0.05% | −1,833−9.2% | Reduced |
| Norway Savings Bank | 18,090 | $549.0K | 0.30% | −1,620−8.2% | Reduced |
| Game Creek Capital, LP | 18,000 | $546.3K | 0.36% | −1,000−5.3% | Reduced |
| Legacy Financial Advisors, Inc. | 17,993 | $546.1K | 0.10% | −1,058−5.6% | Reduced |
| Reuter James Wealth Management, LLC | 17,947 | $544.7K | 0.66% | −236−1.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 17,800 | $540.2K | 0.01% | −19,426−52.2% | Reduced |
| Cunning Capital Partners, LP | 0 | $531.0K | 0.34% | 0 | New |
| Spire Wealth Management | 17,422 | $528.7K | 0.02% | −1,136−6.1% | Reduced |
| Marcum Wealth, LLC | 17,386 | $527.7K | 0.06% | −1,996−10.3% | Reduced |
| Thompson Investment Management, Inc. | 17,374 | $527.3K | 0.09% | +945+5.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,372 | $527.3K | 0.24% | +1,361+8.5% | Added |
| Xcel Wealth Management, LLC | 17,372 | $527.2K | 0.17% | +1,300+8.1% | Added |
| Boston Trust Walden Corp | 17,337 | $526.2K | 0.00% | −481−2.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 17,337 | $526.2K | 0.10% | +1,239+7.7% | Added |
| Fiduciary Group LLC | 17,228 | $522.9K | 0.06% | +2,864+19.9% | Added |
| Gsa Capital Partners LLP | 17,052 | $518.0K | 0.05% | +17,052 | New |
| Gabelli Funds LLC | 17,000 | $516.0K | 0.00% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 16,920 | $513.5K | 0.27% | −231−1.3% | Reduced |
| Intrust Bank NA | 16,803 | $510.0K | 0.06% | −3,242−16.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 16,788 | $509.5K | 0.17% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 16,754 | $508.5K | 0.05% | −5,286−24.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,705 | $507.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 16,658 | $505.6K | 0.04% | +4,412+36.0% | Added |
| Brookstone Capital Management | 15,855 | $505.5K | 0.01% | −13,394−45.8% | Reduced |
| MTM Investment Management, LLC | 16,640 | $505.0K | 0.25% | −5,297−24.1% | Reduced |
| Atticus Wealth Management, LLC | 16,581 | $503.2K | 0.19% | −3,820−18.7% | Reduced |
| Stratos Wealth Advisors, LLC | 16,540 | $502.0K | 0.04% | +202+1.2% | Added |
| Dudley Capital Management, LLC | 16,482 | $500.2K | 0.34% | +679+4.3% | Added |
| FLC Capital Advisors | 16,453 | $499.3K | 0.15% | 00.0% | Unchanged |
| Cigna Investments Inc | 16,427 | $499.0K | 0.09% | +281+1.7% | Added |
| Bessemer Securities LLC | 16,396 | $498.0K | 0.33% | −3,300−16.8% | Reduced |