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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 645 | $19.6K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 707 | $19.9K | 0.00% | +677+2,256.7% | Added |
| Norwood Financial Corp | 699 | $20.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 683 | $20.0K | 0.00% | 00.0% | Unchanged |
| Andra AP-fonden | 700 | $20.0K | 0.00% | −73,300−99.1% | Reduced |
| Column Capital Advisors, LLC | 705 | $20.2K | 0.00% | −1−0.1% | Reduced |
| Laffer Tengler Investments | 724 | $20.7K | 0.01% | +724 | New |
| Tradition Wealth Management, LLC | 732 | $21.0K | 0.00% | +85+13.1% | Added |
| Halpern Financial, Inc. | 742 | $21.2K | 0.01% | −700−48.5% | Reduced |
| Earnest Partners LLC | 745 | $21.3K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 775 | $22.2K | 0.00% | −41−5.0% | Reduced |
| Hexagon Capital Partners LLC | 800 | $22.9K | 0.01% | −386−32.5% | Reduced |
| Bank of New Hampshire | 817 | $23.4K | 0.01% | −675−45.2% | Reduced |
| Antonetti Capital Management LLC | 849 | $24.3K | 0.04% | −200−19.1% | Reduced |
| Horizons Wealth Management | 853 | $24.4K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 946 | $25.6K | 0.00% | +946 | New |
| Manchester Capital Management LLC | 907 | $25.9K | 0.00% | −2,627−74.3% | Reduced |
| Rosenberg Matthew Hamilton | 965 | $27.6K | 0.01% | −16−1.6% | Reduced |
| Evolution Advisers, Inc. | 1,009 | $28.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 994 | $28.4K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,000 | $28.6K | 0.01% | +200+25.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,010 | $29.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,022 | $29.2K | 0.00% | +54+5.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,023 | $29.3K | 0.00% | −41−3.9% | Reduced |
| First Personal Financial Services | 1,036 | $29.6K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 1,080 | $30.9K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,083 | $31.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,093 | $31.3K | 0.01% | −1,627−59.8% | Reduced |
| Operose Advisors LLC | 1,100 | $31.5K | 0.01% | +1,100 | New |
| Versant Capital Management, Inc | 1,140 | $32.6K | 0.01% | −9−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,096 | $32.8K | 0.00% | −350−24.2% | Reduced |
| Tyler-Stone Wealth Management | 1,165 | $33.0K | 0.02% | +1,165 | New |
| PFG Private Wealth Management, LLC | 1,218 | $34.8K | 0.03% | −1,221−50.1% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,251 | $35.8K | 0.03% | +1,251 | New |
| American State Bank (Iowa) | 1,294 | $37.0K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,357 | $38.0K | 0.00% | +1,357 | New |
| Optimum Investment Advisors | 1,371 | $39.2K | 0.02% | −2,024−59.6% | Reduced |
| Winch Advisory Services, LLC | 1,401 | $40.0K | 0.01% | −63−4.3% | Reduced |
| Arrow Financial Corp | 1,400 | $40.1K | 0.00% | −75−5.1% | Reduced |
| Macroview Investment Management LLC | 1,406 | $40.2K | 0.05% | +15+1.1% | Added |
| GW&K Investment Management, LLC | 1,476 | $42.0K | 0.00% | +34+2.4% | Added |
| LWM Advisory Services, LLC | 1,536 | $43.9K | 0.05% | +1,536 | New |
| Stephens Consulting, LLC | 1,555 | $44.5K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,589 | $45.5K | 0.03% | +120+8.2% | Added |
| Cedar Wealth Management, LLC | 1,600 | $45.8K | 0.02% | +1,600 | New |
| Abound Wealth Management | 1,647 | $47.1K | 0.02% | +53+3.3% | Added |
| Highlander Capital Management, LLC | 1,680 | $48.0K | 0.02% | +400+31.3% | Added |
| Sutton Wealth Advisors Inc. | 1,747 | $50.0K | 0.02% | +8+0.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,792 | $51.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,824 | $52.2K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,846 | $52.8K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,857 | $53.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,921 | $55.0K | 0.00% | −471−19.7% | Reduced |
| IMA Wealth, Inc. | 1,961 | $56.1K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,984 | $56.8K | 0.06% | −11,200−85.0% | Reduced |
| Capital Advisors, Ltd. LLC | 1,994 | $57.0K | 0.01% | −309−13.4% | Reduced |
| M&R Capital Management Inc | 2,001 | $57.2K | 0.02% | −1,529−43.3% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $62.2K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,192 | $62.7K | 0.01% | +6+0.3% | Added |
| First PREMIER Bank | 2,194 | $63.0K | 0.02% | +654+42.5% | Added |
| Quent Capital, LLC | 2,305 | $65.9K | 0.01% | −498−17.8% | Reduced |
| United Community Bank | 2,343 | $67.0K | 0.03% | −1,267−35.1% | Reduced |
| Creative Financial Designs Inc | 2,366 | $67.7K | 0.01% | +294+14.2% | Added |
| JJJ Advisors Inc. | 2,497 | $71.4K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,517 | $72.0K | 0.01% | +576+29.7% | Added |
| Gables Capital Management Inc. | 2,531 | $72.4K | 0.05% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,563 | $73.0K | 0.02% | −131−4.9% | Reduced |
| Silvant Capital Management LLC | 2,587 | $74.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,677 | $76.6K | 0.13% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,679 | $76.6K | 0.01% | −1,000−27.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,709 | $77.5K | 0.04% | +386+16.6% | Added |
| Gradient Investments LLC | 2,759 | $78.9K | 0.00% | +58+2.1% | Added |
| Lindbrook Capital, LLC | 2,775 | $79.4K | 0.01% | −2,563−48.0% | Reduced |
| CKW Financial Group | 2,800 | $80.0K | 0.01% | +1,600+133.3% | Added |
| Western Pacific Wealth Management, LP | 2,840 | $81.3K | 0.07% | −428−13.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,877 | $82.3K | 0.01% | −63−2.1% | Reduced |
| Smithfield Trust Co | 2,976 | $84.0K | 0.01% | −201−6.3% | Reduced |
| Glassman Wealth Services | 2,963 | $84.8K | 0.01% | −1,850−38.4% | Reduced |
| Wellington Shields & Co., LLC | 3,000 | $85.8K | 0.02% | +3,000 | New |
| Tompkins Financial Corp | 3,005 | $86.0K | 0.01% | −75−2.4% | Reduced |
| Johnson Financial Group, Inc. | 3,030 | $86.7K | 0.01% | +677+28.8% | Added |
| Boyd Watterson Asset Management LLC | 3,150 | $90.1K | 0.04% | −5−0.2% | Reduced |
| Washington Trust Advisors, Inc. | 3,166 | $90.6K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,271 | $93.6K | 0.01% | −629−16.1% | Reduced |
| First Manhattan Co | 3,276 | $93.7K | 0.00% | −4,382−57.2% | Reduced |
| Castleview Partners, LLC | 3,337 | $95.5K | 0.09% | +3,205+2,428.0% | Added |
| One River Asset Management, LLC | 3,503 | $98.4K | 0.05% | +665+23.4% | Added |
| Newbridge Financial Services Group, Inc. | 3,516 | $100.6K | 0.05% | +108+3.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,589 | $101.0K | 0.00% | −9,051−71.6% | Reduced |
| Alta Advisers Ltd | 3,600 | $103.0K | 0.06% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,540 | $103.3K | 0.00% | +276+8.5% | Added |
| Toth Financial Advisory Corp | 3,670 | $105.0K | 0.02% | −125−3.3% | Reduced |
| Capital Analysts, LLC | 3,690 | $106.0K | 0.01% | +2,627+247.1% | Added |
| Venturi Wealth Management, LLC | 3,820 | $109.3K | 0.01% | −700−15.5% | Reduced |
| Ci Investments Inc. | 3,868 | $111.0K | 0.00% | +171+4.6% | Added |
| Deseret Mutual Benefit Administrators | 4,005 | $114.6K | 0.06% | +110+2.8% | Added |
| Mechanics Financial Corp | 4,045 | $115.7K | 0.06% | 00.0% | Unchanged |
| Bollard Group LLC | 4,090 | $117.0K | 0.00% | −127−3.0% | Reduced |
| West Paces Advisors Inc. | 4,268 | $122.1K | 0.04% | −11,733−73.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,305 | $124.0K | 0.02% | +60+1.4% | Added |