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; 1,706 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, Q3 2023
Institutional positions in Truist Financial Corp as of Sep 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
- 1,272
- −22 vs. Q2 2023
- Shares held
- 933.8M
- −28.8M (−3.0%) vs. Q2 2023
- Total value
- $26.7B
- −$2.47B (−8.4%) vs. Q2 2023
- New holders
- 111
- 446 more added
- Sold out
- 133
- 561 more reduced
17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,706 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 35 | $0 | 0.00% | −13−27.1% | Reduced |
| Hallmark Capital Management Inc | 1 | $28 | 0.00% | −109,211−100.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3 | $86 | 0.00% | +3 | New |
| DHJJ Financial Advisors, Ltd. | 10 | $287 | 0.00% | +10 | New |
| Delos Wealth Advisors, LLC | 10 | $306 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 15 | $429 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 17 | $486 | 0.00% | +17 | New |
| Perkins Coie Trust Co | 18 | $514 | 0.00% | +18 | New |
| Iron Horse Wealth Management, LLC | 22 | $629 | 0.00% | +22 | New |
| TFC Financial Management | 27 | $773 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $858 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 32 | $916 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 50 | $1.00K | 0.00% | −10,638−99.5% | Reduced |
| PrairieView Partners, LLC | 37 | $1.00K | 0.00% | −76−67.3% | Reduced |
| ClariVest Asset Management LLC | 22 | $1.00K | 0.00% | +22 | New |
| JNBA Financial Advisors | 42 | $1.20K | 0.00% | +42 | New |
| Addison Advisors LLC | 46 | $1.32K | 0.00% | +46 | New |
| Exchange Traded Concepts, LLC | 51 | $1.46K | 0.00% | +3+6.3% | Added |
| Estabrook Capital Management | 53 | $1.52K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 55 | $1.57K | 0.00% | +1+1.9% | Added |
| Front Row Advisors LLC | 55 | $1.57K | 0.00% | +55 | New |
| Ancora Advisors, LLC | 60 | $1.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 60 | $1.72K | 0.00% | +20+50.0% | Added |
| Chilton Capital Management LLC | 63 | $1.80K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 63 | $1.81K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 68 | $1.95K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 78 | $2.23K | 0.00% | −2−2.5% | Reduced |
| Tucker Asset Management LLC | 78 | $2.23K | 0.00% | +78 | New |
| Truvestments Capital LLC | 79 | $2.26K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 80 | $2.29K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 88 | $2.52K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $2.86K | 0.00% | −239−70.5% | Reduced |
| Johnson Midwest Financial, LLC | 100 | $2.86K | 0.01% | +100 | New |
| Coston, McIsaac & Partners | 114 | $3.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 156 | $3.00K | 0.00% | +103+194.3% | Added |
| Cambridge Trust Co | 113 | $3.23K | 0.00% | −287−71.8% | Reduced |
| Coppell Advisory Solutions LLC | 81 | $3.48K | 0.00% | −3,034−97.4% | Reduced |
| Cornerstone Planning Group LLC | 123 | $3.52K | 0.00% | −51−29.3% | Reduced |
| Orion Capital Management LLC | 129 | $3.69K | 0.00% | +129 | New |
| West Financial Advisors, LLC | 139 | $3.98K | 0.00% | +139 | New |
| Sit Investment Associates Inc | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 136 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 147 | $4.21K | 0.00% | −4,237−96.6% | Reduced |
| Arlington Trust Co LLC | 147 | $4.21K | 0.00% | +147 | New |
| Fortis Group Advisors, LLC | 150 | $4.29K | 0.00% | +150 | New |
| Quarry LP | 152 | $4.35K | 0.00% | +152 | New |
| Harbor Investment Advisory, LLC | 167 | $4.78K | 0.00% | −163−49.4% | Reduced |
| Hollencrest Capital Management | 168 | $4.81K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 171 | $4.89K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 160 | $5.00K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 198 | $5.67K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $5.72K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 207 | $5.92K | 0.00% | +51+32.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 220 | $6.29K | 0.00% | 00.0% | Unchanged |
| Motco | 223 | $6.38K | 0.00% | −207−48.1% | Reduced |
| Founders Capital Management | 225 | $6.44K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 250 | $7.15K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 255 | $7.30K | 0.00% | −34−11.8% | Reduced |
| Missouri Trust & Investment Co | 261 | $7.47K | 0.00% | −411−61.2% | Reduced |
| Morton Brown Family Wealth, LLC | 275 | $7.87K | 0.00% | +4+1.5% | Added |
| Glass Jacobson Investment Advisors llc | 292 | $8.35K | 0.00% | −1,153−79.8% | Reduced |
| Baker Avenue Asset Management, LP | 297 | $8.50K | 0.00% | −8−2.6% | Reduced |
| Centennial Bank | 299 | $8.55K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $8.58K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 300 | $8.58K | 0.00% | +300 | New |
| Solstein Capital, LLC | 311 | $8.90K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 303 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 316 | $9.04K | 0.00% | −8−2.5% | Reduced |
| Key Financial Inc | 318 | $9.10K | 0.00% | −176−35.6% | Reduced |
| WR Wealth Planners, LLC | 336 | $9.63K | 0.00% | +4+1.2% | Added |
| Trifecta Capital Advisors, LLC | 349 | $9.98K | 0.00% | −33−8.6% | Reduced |
| Bell Investment Advisors, Inc | 357 | $10.2K | 0.00% | +91+34.2% | Added |
| Piscataqua Savings Bank | 360 | $10.3K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $10.6K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 388 | $11.0K | 0.00% | −55−12.4% | Reduced |
| Monetary Management Group Inc | 388 | $11.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 393 | $11.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 399 | $11.4K | 0.00% | −2,652−86.9% | Reduced |
| FSC Wealth Advisors, LLC | 401 | $11.5K | 0.01% | +401 | New |
| Hantz Financial Services, Inc. | 436 | $12.0K | 0.00% | −112,078−99.6% | Reduced |
| Northwest Capital Management Inc | 424 | $12.1K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 432 | $12.4K | 0.00% | +80+22.7% | Added |
| McIlrath & Eck, LLC | 444 | $12.7K | 0.00% | −36−7.5% | Reduced |
| City State Bank | 453 | $13.0K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 457 | $13.1K | 0.01% | −24−5.0% | Reduced |
| St Germain D J Co Inc | 480 | $13.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 482 | $13.8K | 0.00% | −95−16.5% | Reduced |
| Benjamin Edwards Inc | 487 | $14.0K | 0.00% | +303+164.7% | Added |
| CoreFirst Bank & Trust | 491 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 505 | $14.4K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 513 | $14.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 538 | $15.4K | 0.01% | −707−56.8% | Reduced |
| Webster Bank, N. A. | 558 | $16.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 568 | $16.3K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 602 | $16.6K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 585 | $16.7K | 0.00% | +585 | New |
| Clear Street Markets LLC | 600 | $17.0K | 0.01% | −1,740−74.4% | Reduced |
| Headlands Technologies LLC | 664 | $19.0K | 0.01% | +664 | New |
| Glen Eagle Advisors, LLC | 669 | $19.1K | 0.00% | −113−14.5% | Reduced |