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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 0 | $0 | 0.00% | −43,170−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −42,079−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −41,627−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −41,415−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −40,597−100.0% | Sold out |
| Buckhead Capital Management LLC | 0 | $0 | 0.00% | −40,101−100.0% | Sold out |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −37,275−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −33,645−100.0% | Sold out |
| Hendershot Investments Inc. | 0 | $0 | 0.00% | −33,371−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −31,672−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −30,786−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −30,168−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −28,685−100.0% | Sold out |
| Steel Canyon Capital, LLC | 0 | $0 | 0.00% | −28,514−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −26,069−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −26,016−100.0% | Sold out |
| Newman Dignan & Sheerar, Inc. | 0 | $0 | 0.00% | −22,822−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −21,857−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −21,720−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −21,270−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −20,936−100.0% | Sold out |
| Concord Asset Management, LLC | 0 | $0 | 0.00% | −20,233−100.0% | Sold out |
| Rollins Financial | 0 | $0 | 0.00% | −19,451−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −19,405−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −19,177−100.0% | Sold out |
| Game Creek Capital, LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −15,738−100.0% | Sold out |
| First Commonwealth Financial Corp | 0 | $0 | 0.00% | −15,681−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,273−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −13,525−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −12,446−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −11,890−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −11,761−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −11,699−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| S&CO Inc | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| Courier Capital LLC | 0 | $0 | 0.00% | −10,921−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −10,376−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −10,267−100.0% | Sold out |
| Opus Capital Group, LLC | 0 | $0 | 0.00% | −9,757−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −9,689−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −9,545−100.0% | Sold out |
| Eagle Harbor Asset Management Inc | 0 | $0 | 0.00% | −9,442−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,315−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −9,079−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −8,971−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,968−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −8,918−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −8,090−100.0% | Sold out |
| Burke & Herbert Bank & Trust Co | 0 | $0 | 0.00% | −8,578−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −8,573−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −8,570−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,069−100.0% | Sold out |
| Verus Financial Partners, Inc. | 0 | $0 | 0.00% | −7,360−100.0% | Sold out |
| Fortress Wealth Group, LLC | 0 | $0 | 0.00% | −7,170−100.0% | Sold out |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −7,526−100.0% | Sold out |
| Meridian Financial Partners LLC | 0 | $0 | 0.00% | −6,835−100.0% | Sold out |
| Mill Capital Management, LLC | 0 | $0 | 0.00% | −7,386−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −6,714−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −7,320−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −7,242−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −7,235−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −7,076−100.0% | Sold out |
| New Republic Capital, LLC | 0 | $0 | 0.00% | −6,975−100.0% | Sold out |
| Family Legacy, Inc. | 0 | $0 | 0.00% | −6,973−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −6,164−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −6,916−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −6,915−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −6,959−100.0% | Sold out |
| Rock Point Advisors, LLC | 0 | $0 | 0.00% | −6,850−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −6,824−100.0% | Sold out |
| Shayne & Co., LLC | 0 | $0 | 0.00% | −6,804−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −6,773−100.0% | Sold out |
| Mendel Money Management | 0 | $0 | 0.00% | −6,729−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −6,711−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −6,653−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −6,127−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −2,283−100.0% | Sold out |
| Luken Investment Analytics, LLC | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Roffman Miller Associates Inc | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Citizens National Bank Trust Department | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Morgan Dempsey Capital Management LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Creative Capital Management Investments LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Bradley & Co. Private Wealth Management, LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Acima Private Wealth, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |