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 |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 16,389 | $497.4K | 0.03% | −2,023−11.0% | Reduced |
| Westwood Holdings Group Inc. | 16,187 | $491.0K | 0.00% | −28,956−64.1% | Reduced |
| Hall Private Wealth Advisors | 16,117 | $489.2K | 0.26% | −609−3.6% | Reduced |
| Garde Capital, Inc. | 16,000 | $486.0K | 0.04% | +16,000 | New |
| Delta Accumulation, LLC | 16,006 | $485.8K | 6.09% | −111,994−87.5% | Reduced |
| West Paces Advisors Inc. | 16,001 | $485.6K | 0.14% | −10,274−39.1% | Reduced |
| Ameritas Investment Partners, Inc. | 15,798 | $479.5K | 0.02% | −526−3.2% | Reduced |
| Trust Asset Management LLC | 15,787 | $479.1K | 0.05% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 15,738 | $478.0K | 0.03% | +15,738 | New |
| Private Trust Co NA | 15,732 | $477.5K | 0.06% | +1,398+9.8% | Added |
| First Commonwealth Financial Corp | 15,681 | $475.9K | 0.15% | +5,601+55.6% | Added |
| Insigneo Advisory Services, LLC | 15,621 | $474.1K | 0.09% | +6,081+63.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 15,539 | $471.6K | 0.14% | +30.0% | Added |
| Linker Capital Management Inc. | 15,519 | $471.0K | 0.50% | 00.0% | Unchanged |
| WBI Investments | 15,511 | $470.8K | 0.09% | −2,418−13.5% | Reduced |
| 1776 Wealth LLC | 15,389 | $467.1K | 0.25% | +600+4.1% | Added |
| Mayfair Advisory Group, LLC | 14,647 | $466.9K | 0.47% | +238+1.7% | Added |
| Israel Discount Bank of New York | 15,301 | $464.4K | 0.37% | +1,140+8.1% | Added |
| Investment Research & Advisory Group, Inc. | 15,221 | $461.9K | 0.27% | −147−1.0% | Reduced |
| Resources Management Corp | 15,200 | $461.0K | 0.07% | −36,624−70.7% | Reduced |
| Empowered Funds, LLC | 15,116 | $458.8K | 0.02% | +7,623+101.7% | Added |
| EA Series Trust | 15,116 | $458.8K | 0.02% | +15,116 | New |
| Coldstream Capital Management Inc | 15,028 | $456.1K | 0.01% | +1,780+13.4% | Added |
| Rede Wealth, LLC | 14,983 | $454.7K | 0.22% | +8+0.1% | Added |
| Veriti Management LLC | 14,978 | $454.6K | 0.05% | −5,703−27.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,863 | $451.1K | 0.28% | −360−2.4% | Reduced |
| Maven Securities LTD | 14,800 | $449.2K | 0.06% | −5,233−26.1% | Reduced |
| Shell Asset Management Co | 14,777 | $448.0K | 0.02% | −43,878−74.8% | Reduced |
| Principle Wealth Partners LLC | 14,700 | $446.1K | 0.04% | +14,700 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,681 | $445.6K | 0.06% | −388−2.6% | Reduced |
| Simmons Bank | 14,632 | $444.1K | 0.04% | +2,892+24.6% | Added |
| Montag & Caldwell, LLC | 14,562 | $442.0K | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 14,532 | $441.0K | 0.03% | +3,993+37.9% | Added |
| Evergreen Capital Management LLC | 14,392 | $436.8K | 0.02% | +7,242+101.3% | Added |
| Haverford Trust Co | 14,340 | $435.2K | 0.00% | −8,089−36.1% | Reduced |
| Evercore Wealth Management, LLC | 14,287 | $433.6K | 0.01% | +4,493+45.9% | Added |
| Fox Run Management, L.L.C. | 14,273 | $433.2K | 0.12% | −10,917−43.3% | Reduced |
| Community Trust & Investment Co | 14,175 | $430.2K | 0.03% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 14,024 | $425.6K | 0.28% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 13,973 | $424.1K | 0.23% | +1,604+13.0% | Added |
| Hazlett, Burt & Watson, Inc. | 13,955 | $422.0K | 0.31% | −459−3.2% | Reduced |
| Essex Financial Services, Inc. | 13,850 | $420.3K | 0.05% | +149+1.1% | Added |
| Tandem Investment Advisors, Inc. | 13,793 | $419.0K | 0.02% | −12,442−47.4% | Reduced |
| Brady Family Wealth, LLC | 13,735 | $416.9K | 0.16% | +128+0.9% | Added |
| Partners in Financial Planning | 13,611 | $413.1K | 0.11% | −9,929−42.2% | Reduced |
| Fisher Asset Management, LLC | 13,601 | $412.8K | 0.00% | +7,010+106.4% | Added |
| Vectors Research Management, LLC | 13,525 | $410.0K | 0.12% | −97−0.7% | Reduced |
| Meitav Dash Investments Ltd | 13,362 | $409.4K | 0.00% | +13,362 | New |
| Ballentine Partners, LLC | 13,476 | $409.0K | 0.01% | −333−2.4% | Reduced |
| Live Oak Private Wealth LLC | 13,466 | $408.7K | 0.08% | −236−1.7% | Reduced |
| IHT Wealth Management, LLC | 13,448 | $408.1K | 0.02% | −6,615−33.0% | Reduced |
| Chesapeake Asset Management LLC | 13,184 | $400.1K | 0.36% | −3,126−19.2% | Reduced |
| Eudaimonia Partners, LLC | 13,126 | $398.4K | 0.09% | +6,054+85.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $398.3K | 0.14% | 00.0% | Unchanged |
| Lindenwold Advisors | 13,072 | $396.7K | 0.24% | 00.0% | Unchanged |
| Wrapmanager Inc | 13,005 | $394.7K | 0.12% | −6,862−34.5% | Reduced |
| Avalon Trust Co | 13,000 | $394.6K | 0.04% | −1,295−9.1% | Reduced |
| Putnam Investments LLC | 12,974 | $393.8K | 0.00% | +12,974 | New |
| Register Financial Advisors LLC | 12,952 | $393.1K | 0.28% | +95+0.7% | Added |
| Allen Investment Management LLC | 12,950 | $393.0K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $393.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12,916 | $392.0K | 0.00% | −1,720−11.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 12,910 | $391.8K | 0.14% | −987−7.1% | Reduced |
| New Hampshire Trust | 12,841 | $389.7K | 0.10% | +608+5.0% | Added |
| Federation des caisses Desjardins du Quebec | 12,824 | $389.2K | 0.00% | +435+3.5% | Added |
| Greenleaf Trust | 12,821 | $389.1K | 0.00% | −3,845−23.1% | Reduced |
| Roman Butler Fullerton & Co | 10,928 | $388.9K | 0.18% | +4,266+64.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 12,640 | $387.0K | 0.01% | −38,774−75.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,725 | $386.2K | 0.07% | −1,076−7.8% | Reduced |
| Geneos Wealth Management Inc. | 12,724 | $386.2K | 0.02% | +106+0.8% | Added |
| Caldwell Trust Co | 12,675 | $384.7K | 0.05% | −963−7.1% | Reduced |
| WBH Advisory Inc | 12,636 | $383.5K | 0.05% | +391+3.2% | Added |
| Hill Investment Group Partners, LLC | 12,620 | $383.0K | 0.07% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 12,250 | $380.0K | 0.43% | −6,015−32.9% | Reduced |
| Exencial Wealth Advisors, LLC | 12,447 | $377.8K | 0.02% | +205+1.7% | Added |
| Graypoint LLC | 12,446 | $377.7K | 0.04% | −3,112−20.0% | Reduced |
| Ogorek Anthony Joseph | 12,431 | $377.0K | 0.14% | +200+1.6% | Added |
| NBT Bank N A | 12,415 | $376.8K | 0.05% | +227+1.9% | Added |
| Strategic Blueprint, LLC | 12,268 | $372.3K | 0.04% | +2,151+21.3% | Added |
| Balentine LLC | 12,265 | $372.2K | 0.01% | +801+7.0% | Added |
| HRT Financial LP | 12,262 | $372.0K | 0.00% | −137,954−91.8% | Reduced |
| Phillips Wealth Planners LLC | 12,249 | $371.8K | 0.49% | −58−0.5% | Reduced |
| Desjardins Global Asset Management Inc. | 12,142 | $368.4K | 0.04% | +673+5.9% | Added |
| Westhampton Capital, LLC | 12,130 | $368.1K | 0.24% | −1,742−12.6% | Reduced |
| Aspiriant, LLC | 12,040 | $365.4K | 0.02% | +1,471+13.9% | Added |
| Washington Capital Management Inc | 12,000 | $364.2K | 0.31% | +4,679+63.9% | Added |
| Meiji Yasuda Life Insurance Co | 12,000 | $364.0K | 0.01% | −4,527−27.4% | Reduced |
| Tradewinds, LLC. | 11,949 | $362.6K | 0.21% | −313−2.6% | Reduced |
| Blueshift Asset Management, LLC | 11,890 | $360.9K | 0.14% | +11,890 | New |
| Pathway Financial Advisors LLC | 11,864 | $360.1K | 0.12% | 00.0% | Unchanged |
| Farmers Trust Co | 11,854 | $359.8K | 0.08% | +372+3.2% | Added |
| Texas Yale Capital Corp. | 11,838 | $359.3K | 0.02% | −5,637−32.3% | Reduced |
| Lake Street Advisors Group, LLC | 11,761 | $357.0K | 0.02% | −1,002−7.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,761 | $356.9K | 0.04% | −541−4.4% | Reduced |
| Prelude Capital Management, LLC | 11,741 | $356.3K | 0.03% | +485+4.3% | Added |
| Koshinski Asset Management, Inc. | 11,733 | $356.1K | 0.04% | −2,996−20.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 11,744 | $356.0K | 0.02% | −190−1.6% | Reduced |
| Stevens Capital Management LP | 11,699 | $355.0K | 0.07% | −3,527−23.2% | Reduced |
| Verum Partners LLC | 11,696 | $355.0K | 0.32% | +1,410+13.7% | Added |
| Sculati Wealth Management, LLC | 11,659 | $353.9K | 0.18% | 00.0% | Unchanged |