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, 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 | 1,707 | $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, 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 |
|---|---|---|---|---|---|
| United Capital Management of KS, Inc. | 102,965 | $2.95M | 1.00% | +2,004+2.0% | Added |
| Brinker Capital Investments, LLC | 102,988 | $2.95M | 0.04% | −28,808−21.9% | Reduced |
| Orion Portfolio Solutions, LLC | 102,988 | $2.95M | 0.04% | −28,808−21.9% | Reduced |
| Teacher Retirement System of Texas | 103,203 | $2.95M | 0.02% | −219,735−68.0% | Reduced |
| Arkadios Wealth Advisors | 103,423 | $2.96M | 0.28% | +47,100+83.6% | Added |
| Hedeker Wealth, LLC | 104,081 | $2.98M | 1.03% | +3,928+3.9% | Added |
| Bragg Financial Advisors, Inc | 104,372 | $2.99M | 0.16% | −822−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 106,656 | $3.05M | 0.03% | +21,629+25.4% | Added |
| Kentucky Retirement Systems | 108,801 | $3.11M | 0.11% | +1,712+1.6% | Added |
| Candriam Luxembourg S.C.A. | 108,905 | $3.12M | 0.03% | +1,006+0.9% | Added |
| Dana Investment Advisors, Inc. | 110,277 | $3.16M | 0.16% | +20,430+22.7% | Added |
| Atria Investments LLC | 111,356 | $3.19M | 0.06% | −19,408−14.8% | Reduced |
| Elo Mutual Pension Insurance Co | 111,476 | $3.19M | 0.10% | +111,476 | New |
| Hyman Charles D | 111,684 | $3.19M | 0.21% | −858−0.8% | Reduced |
| Keybank National Association | 112,149 | $3.21M | 0.02% | −4,603−3.9% | Reduced |
| Daiwa Securities Group Inc. | 112,843 | $3.23M | 0.02% | +8,966+8.6% | Added |
| M&T Bank Corp | 113,831 | $3.26M | 0.01% | −69,443−37.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 116,402 | $3.33M | 0.12% | +20,386+21.2% | Added |
| Sterling Investment Advisors, Ltd. | 116,505 | $3.33M | 1.16% | −2,636−2.2% | Reduced |
| Ingalls & Snyder LLC | 117,467 | $3.36M | 0.16% | −5,360−4.4% | Reduced |
| Colonial Trust Advisors | 117,602 | $3.36M | 0.39% | −4,973−4.1% | Reduced |
| Bridge Creek Capital Management LLC | 117,881 | $3.37M | 1.28% | +1,275+1.1% | Added |
| Dakota Wealth Management | 118,805 | $3.40M | 0.15% | −1,092−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 119,378 | $3.42M | 0.03% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 119,465 | $3.42M | 0.16% | −24,534−17.0% | Reduced |
| SG Americas Securities, LLC | 119,510 | $3.42M | 0.05% | +31,818+36.3% | Added |
| British Columbia Investment Management Corp | 121,114 | $3.47M | 0.03% | +1,362+1.1% | Added |
| Gulf International Bank (UK) Ltd | 121,398 | $3.47M | 0.10% | −12,900−9.6% | Reduced |
| Baugh & Associates, LLC | 121,686 | $3.48M | 2.18% | +286+0.2% | Added |
| Jamison Private Wealth Management, Inc. | 122,116 | $3.49M | 0.72% | +122,116 | New |
| Kovitz Investment Group Partners, LLC | 122,395 | $3.50M | 0.06% | −419−0.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 122,589 | $3.51M | 0.06% | −232,146−65.4% | Reduced |
| German American Bancorp, Inc. | 123,366 | $3.53M | 0.51% | +4,030+3.4% | Added |
| Cetera Investment Advisers | 124,467 | $3.56M | 0.03% | −18,143−12.7% | Reduced |
| Magnetar Financial LLC | 124,579 | $3.56M | 0.09% | +124,579 | New |
| Fifth Third Bancorp | 124,722 | $3.57M | 0.02% | −51,002−29.0% | Reduced |
| Kempner Capital Management Inc. | 125,528 | $3.59M | 2.16% | 00.0% | Unchanged |
| XML Financial, LLC | 126,047 | $3.61M | 0.43% | −3,516−2.7% | Reduced |
| Chesley Taft & Associates LLC | 126,186 | $3.61M | 0.23% | −200−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 126,264 | $3.61M | 0.02% | +126,264 | New |
| Numerai GP LLC | 128,333 | $3.67M | 1.22% | +128,333 | New |
| First Citizens Bank & Trust Co | 128,491 | $3.68M | 0.07% | −486−0.4% | Reduced |
| Capital Group Private Client Services, Inc. | 129,828 | $3.71M | 0.05% | −2,770−2.1% | Reduced |
| Oppenheimer & Co Inc | 130,231 | $3.73M | 0.08% | −10,974−7.8% | Reduced |
| Loudon Investment Management, LLC | 131,398 | $3.76M | 2.59% | +20,490+18.5% | Added |
| Griffin Asset Management, Inc. | 135,035 | $3.86M | 0.55% | +12,663+10.3% | Added |
| tru Independence LLC | 135,167 | $3.87M | 1.34% | +9,200+7.3% | Added |
| First Republic Investment Management, Inc. | 135,255 | $3.87M | 0.01% | −48,383−26.3% | Reduced |
| Keating Investment Counselors Inc | 137,170 | $3.92M | 1.33% | −1,125−0.8% | Reduced |
| GWM Advisors LLC | 138,315 | $3.96M | 0.04% | +236+0.2% | Added |
| Huber Capital Management LLC | 138,635 | $3.97M | 0.93% | +1,515+1.1% | Added |
| Whitener Capital Management, Inc. | 138,777 | $3.97M | 1.59% | +12,994+10.3% | Added |
| AXA S.A. | 138,872 | $3.97M | 0.01% | +161+0.1% | Added |
| Point72 Middle East FZE | 139,856 | $4.00M | 0.24% | −488,885−77.8% | Reduced |
| Zions Bancorporation, N.A. | 141,361 | $4.04M | 0.35% | −13,945−9.0% | Reduced |
| Nissay Asset Management Corp | 141,720 | $4.05M | 0.04% | +5,415+4.0% | Added |
| Ethic Inc. | 142,577 | $4.08M | 0.14% | +124,300+680.1% | Added |
| Mackenzie Financial Corp | 152,687 | $4.15M | 0.01% | +14,230+10.3% | Added |
| Davis Selected Advisers | 146,866 | $4.20M | 0.03% | +80,852+122.5% | Added |
| Quantbot Technologies LP | 147,127 | $4.21M | 0.28% | −3,099−2.1% | Reduced |
| Linscomb & Williams, Inc. | 148,813 | $4.26M | 0.25% | −3,625−2.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 152,886 | $4.37M | 0.15% | +471+0.3% | Added |
| Cullinan Associates Inc | 153,198 | $4.38M | 0.26% | −104,602−40.6% | Reduced |
| Argent Trust Co | 157,789 | $4.51M | 0.25% | −13,479−7.9% | Reduced |
| Schroder Investment Management Group | 158,217 | $4.53M | 0.01% | +1,129+0.7% | Added |
| State of Alaska, Department of Revenue | 158,263 | $4.53M | 0.06% | −6,795−4.1% | Reduced |
| CIBC Private Wealth Group, LLC | 158,709 | $4.54M | 0.01% | +25,466+19.1% | Added |
| Investment Management Corp of Ontario | 159,000 | $4.55M | 0.18% | 00.0% | Unchanged |
| Trexquant Investment LP | 159,534 | $4.56M | 0.11% | −81,116−33.7% | Reduced |
| Stephens Inc | 159,719 | $4.57M | 0.09% | −176,403−52.5% | Reduced |
| Prudential PLC | 159,903 | $4.57M | 0.05% | +37,804+31.0% | Added |
| Montag A & Associates Inc | 160,963 | $4.61M | 0.29% | −1,263−0.8% | Reduced |
| Wealthcare Advisory Partners LLC | 161,378 | $4.62M | 0.21% | +2,807+1.8% | Added |
| ARS Wealth Advisors Group, LLC | 162,259 | $4.64M | 0.76% | +12,445+8.3% | Added |
| Black Maple Capital Management LP | 168,084 | $4.81M | 4.34% | +37,000+28.2% | Added |
| Xponance, Inc. | 169,740 | $4.86M | 0.07% | +5,451+3.3% | Added |
| Advisory Services Network, LLC | 171,498 | $4.91M | 0.13% | +49,565+40.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 172,186 | $4.93M | 0.08% | +13,227+8.3% | Added |
| Massmutual Trust Co FSB | 173,516 | $4.96M | 0.18% | −1,485−0.8% | Reduced |
| QRG Capital Management, Inc. | 174,839 | $5.00M | 0.09% | +174,839 | New |
| Kestra Advisory Services, LLC | 175,140 | $5.01M | 0.05% | +48,737+38.6% | Added |
| Neuberger Berman Group LLC | 177,951 | $5.09M | 0.00% | −744,630−80.7% | Reduced |
| Associated Banc-Corp | 179,427 | $5.13M | 0.20% | −32,313−15.3% | Reduced |
| Zacks Investment Management | 179,720 | $5.14M | 0.07% | −3,407−1.9% | Reduced |
| Wesbanco Bank Inc | 179,871 | $5.15M | 0.22% | −99,367−35.6% | Reduced |
| Cardinal Capital Management | 180,438 | $5.16M | 1.05% | +4,194+2.4% | Added |
| Patten & Patten Inc | 180,633 | $5.17M | 0.45% | −21,566−10.7% | Reduced |
| Independent Advisor Alliance | 181,596 | $5.20M | 0.23% | +10,159+5.9% | Added |
| Diversified Trust Co | 183,212 | $5.24M | 0.20% | +2,508+1.4% | Added |
| First Eagle Investment Management, LLC | 184,028 | $5.27M | 0.01% | +11,313+6.6% | Added |
| Advanced Portfolio Management, LLC | 185,000 | $5.29M | 4.62% | +185,000 | New |
| Mutual of America Capital Management LLC | 186,371 | $5.33M | 0.07% | −5,198−2.7% | Reduced |
| Janus Henderson Group PLC | 189,429 | $5.42M | 0.00% | −660.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 189,742 | $5.43M | 0.08% | +86,650+84.1% | Added |
| Logan Capital Management Inc | 192,582 | $5.51M | 0.28% | −299,933−60.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 194,266 | $5.56M | 1.52% | −24,762−11.3% | Reduced |
| Ziegler Capital Management, LLC | 195,144 | $5.58M | 0.22% | +7,858+4.2% | Added |
| United Capital Financial Advisers, LLC | 196,102 | $5.61M | 0.04% | −35,734−15.4% | Reduced |
| Korea Investment CORP | 198,275 | $5.67M | 0.02% | −4,535−2.2% | Reduced |
| Socorro Asset Management LP | 199,174 | $5.70M | 2.66% | 00.0% | Unchanged |