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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 199,881 | $5.72M | 0.21% | +110,283+123.1% | Added |
| Public Employees Retirement Association of Colorado | 201,549 | $5.77M | 0.03% | −15,662−7.2% | Reduced |
| Modera Wealth Management, LLC | 201,821 | $5.77M | 0.11% | +60,191+42.5% | Added |
| Northern Oak Wealth Management Inc | 202,407 | $5.79M | 0.72% | +4,453+2.2% | Added |
| NTV Asset Management LLC | 202,932 | $5.81M | 1.05% | −1,759−0.9% | Reduced |
| State of Tennessee, Treasury Department | 204,229 | $5.84M | 0.02% | −3,490−1.7% | Reduced |
| Yousif Capital Management, LLC | 205,350 | $5.88M | 0.07% | −4,838−2.3% | Reduced |
| River Road Asset Management, LLC | 206,770 | $5.92M | 0.08% | −286,034−58.0% | Reduced |
| New York Life Investment Management LLC | 206,985 | $5.92M | 0.06% | −1,177−0.6% | Reduced |
| Mercer Global Advisors Inc | 209,117 | $5.98M | 0.02% | −6,084−2.8% | Reduced |
| Rothschild Investment Corp | 212,940 | $6.09M | 0.51% | −1,450−0.7% | Reduced |
| McRae Capital Management Inc | 213,999 | $6.12M | 1.81% | −15,140−6.6% | Reduced |
| Highland Capital Management, LLC | 216,267 | $6.19M | 0.43% | −24,127−10.0% | Reduced |
| Intact Investment Management Inc. | 217,500 | $6.22M | 0.27% | +16,000+7.9% | Added |
| Willis Investment Counsel | 218,646 | $6.26M | 0.47% | −220−0.1% | Reduced |
| Tower Bridge Advisors | 218,942 | $6.26M | 0.58% | −22,872−9.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 221,448 | $6.34M | 0.01% | −47,302−17.6% | Reduced |
| Rowland & Co Investment Counsel | 221,482 | $6.34M | 1.56% | −1,191−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 224,202 | $6.41M | 0.10% | −14,667−6.1% | Reduced |
| Old Point Trust & Financial Services N A | 225,305 | $6.45M | 2.91% | −10,910−4.6% | Reduced |
| Oregon Public Employees Retirement Fund | 225,838 | $6.46M | 0.09% | −49,745−18.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 226,197 | $6.47M | 0.01% | −328,176−59.2% | Reduced |
| Alpha Omega Wealth Management LLC | 226,304 | $6.47M | 1.12% | +4,656+2.1% | Added |
| Utah Retirement Systems | 228,225 | $6.53M | 0.09% | +200+0.1% | Added |
| Bogart Wealth, LLC | 228,631 | $6.54M | 0.40% | +5,581+2.5% | Added |
| Crestline Management, LP | 230,000 | $6.58M | 0.79% | +230,000 | New |
| Old National Bancorp | 232,526 | $6.65M | 0.19% | +10,337+4.7% | Added |
| Czech National Bank | 232,802 | $6.66M | 0.11% | +75,130+47.6% | Added |
| Systematic Alpha Investments, LLC | 233,937 | $6.69M | 0.33% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 234,620 | $6.71M | 0.12% | −12,286−5.0% | Reduced |
| Tudor Investment Corp Et Al | 235,053 | $6.72M | 0.10% | −47,908−16.9% | Reduced |
| Commerce Bank | 240,571 | $6.88M | 0.05% | −27,233−10.2% | Reduced |
| Stonebridge Capital Advisors LLC | 243,485 | $6.97M | 0.77% | −2,003−0.8% | Reduced |
| WSFS Capital Management, LLC | 244,654 | $7.00M | 0.46% | +26,429+12.1% | Added |
| Cetera Advisor Networks LLC | 245,236 | $7.02M | 0.04% | −15,664−6.0% | Reduced |
| Edge Capital Group, LLC | 250,996 | $7.18M | 0.47% | −28,570−10.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 252,705 | $7.23M | 0.71% | +4,434+1.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 254,874 | $7.29M | 0.05% | −563−0.2% | Reduced |
| Carlson Capital L P | 255,227 | $7.30M | 0.57% | +255,227 | New |
| Van Eck Associates Corp | 255,857 | $7.32M | 0.02% | +29,642+13.1% | Added |
| Cresset Asset Management, LLC | 258,378 | $7.39M | 0.05% | +1080.0% | Added |
| MML Investors Services, LLC | 258,966 | $7.41M | 0.04% | −14,177−5.2% | Reduced |
| Allianz Asset Management GmbH | 265,079 | $7.58M | 0.02% | −199,166−42.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 267,817 | $7.66M | 0.06% | +35,526+15.3% | Added |
| DnB Asset Management AS | 268,613 | $7.69M | 0.05% | +2,292+0.9% | Added |
| Bryn Mawr Trust Co | 273,905 | $7.84M | 0.34% | −1,249−0.5% | Reduced |
| Kanawha Capital Management LLC | 274,281 | $7.85M | 0.76% | +8,556+3.2% | Added |
| Texas Permanent School Fund | 274,770 | $7.86M | 0.08% | −4,326−1.6% | Reduced |
| Raymond James Trust N.A. | 276,036 | $7.90M | 0.23% | −30,237−9.9% | Reduced |
| Sonora Investment Management Group, LLC | 279,920 | $8.01M | 0.69% | +13,234+5.0% | Added |
| One Fin Capital Management LP | 280,000 | $8.01M | 3.25% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 280,475 | $8.02M | 0.11% | +9,926+3.7% | Added |
| Novare Capital Management LLC | 285,095 | $8.16M | 0.92% | +1,161+0.4% | Added |
| Natixis Advisors, L.P. | 285,340 | $8.16M | 0.02% | −47,419−14.3% | Reduced |
| Capital Investment Advisory Services, LLC | 285,759 | $8.18M | 0.81% | −2,138−0.7% | Reduced |
| Auto-Owners Insurance Co | 288,000 | $8.24M | 0.28% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 297,386 | $8.51M | 0.06% | +50,975+20.7% | Added |
| Retirement Systems of Alabama | 301,171 | $8.62M | 0.04% | −1,544−0.5% | Reduced |
| CIBC Asset Management Inc | 304,948 | $8.72M | 0.04% | −3,335−1.1% | Reduced |
| ProShare Advisors LLC | 305,418 | $8.74M | 0.03% | −6,367−2.0% | Reduced |
| Peapack Gladstone Financial Corp | 305,636 | $8.74M | 0.16% | −7,775−2.5% | Reduced |
| Public Sector Pension Investment Board | 308,374 | $8.82M | 0.06% | +16,138+5.5% | Added |
| Forsta Ap-Fonden | 311,400 | $8.91M | 0.10% | +14,100+4.7% | Added |
| Clarity Financial LLC | 312,930 | $8.95M | 1.53% | +161,225+106.3% | Added |
| Guggenheim Capital LLC | 317,931 | $9.10M | 0.08% | −46,648−12.8% | Reduced |
| Delta Asset Management LLC | 320,180 | $9.16M | 0.95% | +350.0% | Added |
| Pacer Advisors, Inc. | 323,430 | $9.25M | 0.04% | +226,554+233.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 326,154 | $9.33M | 0.12% | −2,400−0.7% | Reduced |
| MetLife Investment Management | 329,347 | $9.42M | 0.07% | −8,606−2.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 330,000 | $9.44M | 0.23% | +330,000 | New |
| Mariner, LLC | 332,955 | $9.53M | 0.03% | +66,069+24.8% | Added |
| Amalgamated Bank | 336,404 | $9.63M | 0.08% | −737−0.2% | Reduced |
| Salem Investment Counselors Inc | 338,686 | $9.69M | 0.37% | −47,029−12.2% | Reduced |
| Ategra Capital Management, LLC | 338,972 | $9.70M | 5.30% | +8,191+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 344,777 | $9.86M | 0.05% | +33,405+10.7% | Added |
| Robeco Institutional Asset Management B.V. | 348,299 | $9.96M | 0.03% | +33,362+10.6% | Added |
| Manning & Napier Group, LLC | 356,067 | $10.2M | 0.13% | −2,460−0.7% | Reduced |
| Great Lakes Advisors, LLC | 356,697 | $10.2M | 0.09% | −226,588−38.8% | Reduced |
| Davenport & Co LLC | 357,222 | $10.2M | 0.08% | −1,444−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 359,242 | $10.3M | 0.04% | −6,549−1.8% | Reduced |
| Handelsbanken Fonder AB | 360,055 | $10.3M | 0.06% | +13,326+3.8% | Added |
| Advisors Asset Management, Inc. | 361,189 | $10.3M | 0.22% | −32,593−8.3% | Reduced |
| Whittier Trust Co | 363,889 | $10.4M | 0.19% | +1,166+0.3% | Added |
| Oppenheimer Asset Management Inc. | 365,101 | $10.4M | 0.16% | −39,200−9.7% | Reduced |
| Coerente Capital Management | 365,613 | $10.5M | 2.33% | −37,920−9.4% | Reduced |
| Creative Planning | 367,658 | $10.5M | 0.01% | +8,862+2.5% | Added |
| Quadrature Capital Ltd | 376,387 | $10.8M | 0.22% | +50,681+15.6% | Added |
| Verity & Verity, LLC | 377,001 | $10.8M | 1.35% | +352,907+1,464.7% | Added |
| Arizona State Retirement System | 377,003 | $10.8M | 0.09% | −2,640−0.7% | Reduced |
| Russell Investments Group, Ltd. | 381,343 | $10.9M | 0.02% | −544,702−58.8% | Reduced |
| Nomura Asset Management Co Ltd | 383,035 | $11.0M | 0.05% | +7,067+1.9% | Added |
| American Assets Investment Management, LLC | 384,000 | $11.0M | 1.23% | +30,000+8.5% | Added |
| Hunter Perkins Capital Management, LLC | 386,506 | $11.1M | 2.38% | −240,081−38.3% | Reduced |
| American International Group, Inc. | 390,599 | $11.2M | 0.07% | −18,685−4.6% | Reduced |
| State of Michigan Retirement System | 390,743 | $11.2M | 0.07% | −5,900−1.5% | Reduced |
| Advisors Capital Management, LLC | 395,470 | $11.3M | 0.29% | +28,621+7.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 406,165 | $11.6M | 0.04% | +406,165 | New |
| Galvin, Gaustad & Stein, LLC | 422,083 | $12.1M | 1.22% | +7,887+1.9% | Added |
| CIBC World Markets Corp | 428,925 | $12.3M | 0.12% | +157,295+57.9% | Added |
| M&G Investment Management Ltd | 423,636 | $12.3M | 0.09% | +236,331+126.2% | Added |