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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.

Other share classesTFC.PITFC.POTFC.PR

Q3 2023 vs. Q2 2023

How the institutions holding Truist Financial Corp changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of TFC: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,311171,272−22
Shares963.5M904.6K933.8M−28.8M (−3.0%)
Value$29.2B$27.5M$26.7B−$2.47B (−8.4%)

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (111)

Institutions that held Truist Financial Corp at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 111 by value.

Institutions new to TFC in Q3 2023
InstitutionSharesValue% of portfolio
Voloridge Investment Management, LLC2,997,980$85.8M0.42%
North Reef Capital Management LP2,335,000$66.8M4.22%
Junto Capital Management LP1,815,679$51.9M1.23%
LMR Partners LLP1,059,917$30.3M0.68%
Two Sigma Advisers, LP1,001,900$28.7M0.07%
Holocene Advisors, LP882,133$25.2M0.11%
Pictet Asset Management Holding SA744,833$21.3M0.03%
Moore Capital Management, LP597,210$17.1M0.46%
Cinctive Capital Management LP587,630$16.8M0.93%
Wealth Enhancement Advisory Services, LLC406,165$11.6M0.04%
Weiss Multi-Strategy Advisers LLC330,000$9.44M0.23%
Carlson Capital L P255,227$7.30M0.57%
Crestline Management, LP230,000$6.58M0.79%
Advanced Portfolio Management, LLC185,000$5.29M4.62%
QRG Capital Management, Inc.174,839$5.00M0.09%
Numerai GP LLC128,333$3.67M1.22%
Envestnet Portfolio Solutions, Inc.126,264$3.61M0.02%
Magnetar Financial LLC124,579$3.56M0.09%
Jamison Private Wealth Management, Inc.122,116$3.49M0.72%
Elo Mutual Pension Insurance Co111,476$3.19M0.10%
Semmax Financial Advisors Inc.95,140$2.84M1.14%
Duality Advisers, LP99,140$2.84M0.34%
Financiere des Professionnels - Fonds d,investissement inc.96,194$2.75M0.26%
Wright Investors Service Inc75,778$2.17M0.63%
Caption Management, LLC72,730$2.08M0.27%
Redwood Investment Management, LLC63,603$1.82M0.16%
Versor Investments LP60,700$1.74M0.35%
Wellington Shields Capital Management, LLC55,055$1.58M0.21%
Cornerstone Advisors, LLC51,400$1.47M0.07%
Pathway Financial Advisers, LLC45,898$1.31M0.54%
NBC Securities, Inc.41,319$1.18M0.13%
Financial Partners Group, LLC40,454$1.16M0.56%
Financial Security Advisor, Inc.35,369$1.01M0.47%
Maverick Capital LtdSuperinvestorMaverick Capital29,622$847.5K0.02%
International Assets Investment Management, LLC30,222$830.5K0.11%
Vident Advisory, LLC26,723$764.5K0.02%
Madden Securities Corp24,695$706.5K0.40%
Legacy Capital Wealth Partners, LLC22,106$632.5K0.17%
Optiver Holding B.V.20,731$593.1K0.02%
Bayesian Capital Management, LP20,428$584.4K0.07%
Hennessy Advisors Inc20,000$572.2K0.04%
Group One Trading, L.P.18,610$532.4K0.02%
Iron Financial, LLC17,753$507.9K0.29%
Tiaa Trust, National Association16,927$484.3K0.00%
Capital Management Associates16,682$477.0K0.70%
Campbell & CO Investment Adviser LLC15,655$447.9K0.05%
Legacy Advisors, LLC15,552$444.9K0.07%
Inspirion Wealth Advisors, LLC15,500$443.5K0.09%
Hourglass Capital, LLC15,000$429.1K0.15%
Secure Asset Management, LLC14,448$413.4K0.12%
Cooper Financial Group14,422$412.6K0.10%
WCG Wealth Advisors LLC14,008$406.0K0.03%
NEOS Investment Management LLC14,164$405.2K0.05%
Lighthouse Investment Partners, LLC13,745$393.2K0.02%
Perpetual Ltd13,350$381.9K0.00%
Credit Agricole S A12,527$358.4K0.01%
Lombard Odier Asset Management (Switzerland) SA11,901$340.5K0.06%
BSW Wealth Partners11,863$339.4K0.08%
Steel Peak Wealth Management LLC11,373$325.4K0.02%
Rogco, LP10,882$311.3K0.15%
Eagle Strategies LLC10,575$302.6K0.07%
Ellevest, Inc.10,370$296.7K0.02%
Community Bank & Trust, Waco, Texas6,262$273.0K0.10%
Uncommon Cents Investing LLC9,499$271.8K0.10%
Augustine Asset Management Inc9,413$269.3K0.12%
LexAurum Advisors, LLC9,013$257.9K0.08%
Malaga Cove Capital, LLC8,439$241.4K0.11%
Octavia Wealth Advisors, LLC8,276$236.8K0.05%
NinePointTwo Capital8,266$236.0K0.10%
Cornerstone Advisors Asset Management, LLC8,208$234.8K0.09%
Avaii Wealth Management, LLC8,099$231.7K0.18%
Abn Amro Investment Solutions7,816$223.6K0.00%
Aldebaran Financial Inc.7,759$222.0K0.36%
Quantum Financial Advisors, LLC7,722$220.9K0.06%
Thoroughbred Financial Services, LLC7,644$218.0K0.02%
Centurion Wealth Management LLC7,603$217.5K0.11%
Johnson Investment Counsel Inc7,468$213.7K0.00%
Echo Street Capital Management LLC7,385$211.3K0.00%
Hoxton Planning & Management, LLC7,201$206.0K0.13%
PFG Investments, LLC7,123$203.8K0.04%
Cutler Capital Management, LLC7,084$202.7K0.09%
Annis Gardner Whiting Capital Advisors, LLC5,035$144.0K0.08%
Wellington Shields & Co., LLC3,000$85.8K0.02%
Cedar Wealth Management, LLC1,600$45.8K0.02%
LWM Advisory Services, LLC1,536$43.9K0.05%
GeoWealth Management, LLC1,357$38.0K0.00%
Authentikos Wealth Advisory, LLC1,251$35.8K0.03%
Tyler-Stone Wealth Management1,165$33.0K0.02%
Operose Advisors LLC1,100$31.5K0.01%
Ofi Invest Asset Management946$25.6K0.00%
Laffer Tengler Investments724$20.7K0.01%
Headlands Technologies LLC664$19.0K0.01%
First Command Advisory Services, Inc.585$16.7K0.00%
FSC Wealth Advisors, LLC401$11.5K0.01%
Tradewinds Capital Management, LLC300$8.58K0.00%
Quarry LP152$4.35K0.00%
Fortis Group Advisors, LLC150$4.29K0.00%
Arlington Trust Co LLC147$4.21K0.00%
West Financial Advisors, LLC139$3.98K0.00%
Orion Capital Management LLC129$3.69K0.00%

Sold out (133)

Institutions that held Truist Financial Corp at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 133 by value.

Institutions that sold out of TFC in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Goldentree Asset Management LP1,715,274$52.1M
Susquehanna Fundamental Investments, LLC785,658$23.8M
Gateway Investment Advisers LLC445,698$13.5M
Daymark Wealth Partners, LLC370,752$11.3M
Ledyard National Bank256,329$7.78M
Capital Fund Management S.A.201,581$6.12M
Empire Life Investments Inc.196,547$5.97M
Wade G W & Inc190,703$5.79M
Oak Family Advisors, LLC156,716$4.76M
Aquatic Capital Management LLC154,000$4.67M
Pinebridge Investments, L.P.139,143$4.22M
Vestmark Advisory Solutions, Inc.118,309$3.59M
Twin Tree Management, LP108,145$3.28M
Opus Investment Management Inc108,100$3.28M
Quantitative Investment Management, LLC93,563$2.84M
Trilogy Capital Inc.80,135$2.65M
YHB Investment Advisors, Inc.80,861$2.45M
Stonegate Investment Group, LLC76,054$2.31M
Beacon Investment Advisory Services, Inc.69,227$2.10M
Resource Consulting Group Inc64,077$1.94M
AAFMAA Wealth Management & Trust LLC61,704$1.87M
Stanley-Laman Group, Ltd.61,610$1.87M
Connor, Clark & Lunn Investment Management Ltd.56,825$1.72M
Vident Investment Advisory, LLC53,022$1.61M
Trustmark National Bank Trust Department52,365$1.59M
Stoneridge Investment Partners LLC51,987$1.58M
Boston Partners45,792$1.39M
Virtu Financial LLC43,170$1.31M
Portside Wealth Group, LLC42,079$1.28M
Graham Capital Management, L.P.41,627$1.26M
Y-Intercept (Hong Kong) Ltd41,415$1.26M
Veritable, L.P.40,597$1.23M
Buckhead Capital Management LLC40,101$1.22M
Marks Group Wealth Management, Inc37,275$1.13M
NewEdge Wealth, LLC33,645$1.02M
Hendershot Investments Inc.33,371$1.01M
Bridgefront Capital, LLC31,672$961.2K
Oak Thistle LLC30,786$934.4K
Curated Wealth Partners LLC30,168$915.6K
GoalVest Advisory LLC28,685$870.6K
Steel Canyon Capital, LLC28,514$865.4K
XTX Topco Ltd26,069$791.2K
Colony Group LLC26,016$790.0K
Newman Dignan & Sheerar, Inc.22,822$692.6K
Los Angeles Capital Management LLC21,857$663.4K
Westfield Capital Management Co LP21,720$659.2K
PEAK6 Investments LLC21,270$645.5K
Centiva Capital, LP20,936$635.4K
Concord Asset Management, LLC20,233$614.1K
Rollins Financial19,451$590.3K
Boothbay Fund Management, LLC19,405$588.9K
Intech Investment Management LLC19,177$582.0K
Game Creek Capital, LP18,000$546.3K
Garde Capital, Inc.16,000$486.0K
Sowell Financial Services LLC15,738$478.0K
First Commonwealth Financial Corp15,681$475.9K
Fox Run Management, L.L.C.14,273$433.2K
Vectors Research Management, LLC13,525$410.0K
Graypoint LLC12,446$377.7K
Blueshift Asset Management, LLC11,890$360.9K
Baker Tilly Wealth Management, LLC11,761$356.9K
Stevens Capital Management LP11,699$355.0K
DRW Securities, LLC11,600$352.0K
S&CO Inc11,525$349.0K
Courier Capital LLC10,921$331.5K
Colonial River Wealth Management, LLC10,376$314.9K
Symmetry Partners, LLC10,267$312.0K
Opus Capital Group, LLC9,757$296.0K
Berkshire Asset Management LLC9,689$294.1K
V Wealth Advisors LLC9,545$289.7K
Eagle Harbor Asset Management Inc9,442$286.6K
Alliance Wealth Advisors, LLC9,315$282.7K
Peoples Bank9,079$275.6K
3Chopt Investment Partners, LLC8,971$272.3K
Ergoteles LLC8,968$272.2K
Curi Capital8,918$270.7K
CM Wealth Advisors LLC8,090$267.1K
Burke & Herbert Bank & Trust Co8,578$260.3K
KC Investment Advisors, LLC8,573$260.2K
WealthPLAN Partners, LLC8,570$260.1K
TD Ameritrade Investment Management, LLC8,489$258.0K
Jump Financial, LLC8,069$244.9K
Verus Financial Partners, Inc.7,360$239.8K
Fortress Wealth Group, LLC7,170$233.7K
Advisory Alpha, LLC7,526$228.4K
Meridian Financial Partners LLC6,835$226.0K
Mill Capital Management, LLC7,386$224.2K
Wedmont Private Capital6,714$222.2K
RMB Capital Management, LLC7,320$222.2K
Jefferies Financial Group Inc.7,242$219.8K
Citizens Financial Group Inc7,235$219.6K
Empower Advisory Group, LLC7,076$214.8K
New Republic Capital, LLC6,975$211.7K
Family Legacy, Inc.6,973$211.6K
Wallace Advisory Group, LLC6,164$210.2K
CVA Family Office, LLC6,916$209.9K
Pinnacle Wealth Management Advisory Group, LLC6,915$209.9K
Acadian Asset Management LLC6,959$209.0K
Rock Point Advisors, LLC6,850$207.9K
Hudson Valley Investment Advisors Inc6,824$207.1K

Not filed for Q3 2023 yet (17)

Institutions that held Truist Financial Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TFC in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA666,024$20.2M
Signature Wealth Management Group77,682$2.36M
McMillion Capital Management Inc34,839$1.06M
Northwest Bank & Trust Co21,770$660.4K
Tiaa, FSB19,047$578.1K
Linker Capital Management Inc.15,519$471.0K
EA Series Trust15,116$458.8K
Montchanin Asset Management, LLC12,250$380.0K
Lumature Wealth Partners, LLC11,487$348.6K
BDO Wealth Advisors, LLC9,263$281.1K
Heron Financial Group, LLC9,133$277.2K
Kistler-Tiffany Companies, LLC5,319$161.4K
Vigilant Capital Management, LLC4,613$140.0K
First Command Bank1,165$35.4K
First Command Financial Services, Inc.1,165$35.4K
BerganKDV Wealth Management, LLC117$3.55K
First Capital Advisors Group, LLC.59$1.79K