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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 4,524 | $129.4K | 0.02% | +205+4.7% | Added |
| Hartford Financial Management Inc. | 4,555 | $130.3K | 0.03% | −913−16.7% | Reduced |
| Sunbelt Securities, Inc. | 4,692 | $134.2K | 0.02% | +2,177+86.6% | Added |
| Horizon Bancorp Inc | 4,725 | $135.0K | 0.09% | +4,042+591.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,723 | $135.1K | 0.11% | +1,594+50.9% | Added |
| Washington Trust Co | 4,847 | $138.7K | 0.01% | −14,755−75.3% | Reduced |
| Cape Investment Advisory, Inc. | 4,849 | $138.7K | 0.08% | +335+7.4% | Added |
| Covestor Ltd | 4,976 | $142.0K | 0.11% | +611+14.0% | Added |
| Harbour Investments, Inc. | 4,971 | $142.2K | 0.01% | −363−6.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,035 | $144.0K | 0.08% | +5,035 | New |
| Federation des caisses Desjardins du Quebec | 5,179 | $148.2K | 0.00% | −7,645−59.6% | Reduced |
| Parallel Advisors, LLC | 5,413 | $154.9K | 0.01% | −509−8.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,453 | $156.0K | 0.01% | +2,093+62.3% | Added |
| Financial Management Professionals, Inc. | 5,500 | $157.0K | 0.03% | −37−0.7% | Reduced |
| Central Bank & Trust Co | 5,510 | $157.6K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5,520 | $157.9K | 0.04% | +12+0.2% | Added |
| Resurgent Financial Advisors LLC | 5,540 | $158.5K | 0.11% | +611+12.4% | Added |
| Carmichael Hill & Associates, Inc. | 5,597 | $160.1K | 0.08% | +1,450+35.0% | Added |
| Riverview Trust Co | 5,627 | $161.0K | 0.14% | +857+18.0% | Added |
| Carolinas Wealth Consulting LLC | 5,696 | $161.6K | 0.04% | −4,995−46.7% | Reduced |
| Desjardins Global Asset Management Inc. | 6,024 | $172.4K | 0.02% | −6,118−50.4% | Reduced |
| AlphaMark Advisors, LLC | 6,044 | $173.0K | 0.07% | +34+0.6% | Added |
| 1832 Asset Management L.P. | 6,105 | $174.7K | 0.00% | −37,350−86.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,172 | $176.6K | 0.10% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,173 | $176.6K | 0.04% | −736−10.7% | Reduced |
| Annapolis Financial Services, LLC | 6,215 | $177.8K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,219 | $177.9K | 0.02% | −2,870−31.6% | Reduced |
| Emfo, LLC | 6,315 | $180.7K | 0.17% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6,556 | $187.6K | 0.02% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 6,651 | $190.3K | 1.21% | −390−5.5% | Reduced |
| HHM Wealth Advisors, LLC | 6,735 | $192.7K | 0.04% | +1,208+21.9% | Added |
| Nemes Rush Group LLC | 6,787 | $194.2K | 0.04% | −225−3.2% | Reduced |
| Bessemer Securities LLC | 6,966 | $199.0K | 0.28% | −9,430−57.5% | Reduced |
| CSM Advisors, LLC | 6,991 | $200.0K | 0.02% | −1,100−13.6% | Reduced |
| NSI Retail Advisors, LLC | 6,991 | $200.0K | 0.04% | −1,100−13.6% | Reduced |
| Occidental Asset Management, LLC | 6,991 | $200.0K | 0.05% | −76−1.1% | Reduced |
| Tobam | 7,025 | $201.0K | 0.02% | +158+2.3% | Added |
| Lafayette Investments, Inc. | 7,045 | $201.6K | 0.05% | −100−1.4% | Reduced |
| Rehmann Capital Advisory Group | 7,049 | $201.7K | 0.02% | −2,937−29.4% | Reduced |
| Westover Capital Advisors, LLC | 7,059 | $202.0K | 0.07% | −12,348−63.6% | Reduced |
| Northern Financial Advisors Inc | 7,059 | $202.0K | 0.18% | −28−0.4% | Reduced |
| Cutler Capital Management, LLC | 7,084 | $202.7K | 0.09% | +7,084 | New |
| MAI Capital Management | 7,086 | $202.7K | 0.00% | −1,305−15.6% | Reduced |
| KCM Investment Advisors LLC | 7,100 | $203.1K | 0.01% | −2,964−29.5% | Reduced |
| PFG Investments, LLC | 7,123 | $203.8K | 0.04% | +7,123 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 7,137 | $204.0K | 0.01% | −324,471−97.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,178 | $205.4K | 0.01% | −1,405−16.4% | Reduced |
| Hoxton Planning & Management, LLC | 7,201 | $206.0K | 0.13% | +7,201 | New |
| Day & Ennis, LLC | 7,214 | $206.4K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,247 | $207.3K | 0.02% | −2,113−22.6% | Reduced |
| 1620 Investment Advisors, Inc. | 7,261 | $207.7K | 0.24% | −67−0.9% | Reduced |
| Morris Financial Concepts, Inc. | 7,294 | $208.7K | 0.14% | 00.0% | Unchanged |
| Geller Advisors LLC | 7,309 | $209.1K | 0.02% | −309−4.1% | Reduced |
| Echo Street Capital Management LLC | 7,385 | $211.3K | 0.00% | +7,385 | New |
| Main Street Financial Solutions, LLC | 7,424 | $212.4K | 0.03% | −263−3.4% | Reduced |
| Chemung Canal Trust Co | 7,425 | $212.4K | 0.05% | −3,987−34.9% | Reduced |
| Silver Oak Securities, Inc | 7,446 | $213.0K | 0.05% | −1,413−15.9% | Reduced |
| Johnson Investment Counsel Inc | 7,468 | $213.7K | 0.00% | +7,468 | New |
| Kingfisher Capital LLC | 7,493 | $214.0K | 0.06% | +38+0.5% | Added |
| Terry L. Blaker | 7,592 | $217.2K | 0.02% | −1,899−20.0% | Reduced |
| Centurion Wealth Management LLC | 7,603 | $217.5K | 0.11% | +7,603 | New |
| Madison Wealth Management | 7,616 | $217.9K | 0.05% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 7,644 | $218.0K | 0.02% | +7,644 | New |
| Phillips Wealth Planners LLC | 7,791 | $218.6K | 0.30% | −4,458−36.4% | Reduced |
| Selective Wealth Management, Inc. | 8,048 | $218.7K | 0.12% | −367−4.4% | Reduced |
| Samalin Investment Counsel, LLC | 7,650 | $218.9K | 0.13% | −102−1.3% | Reduced |
| Systematic Financial Management LP | 7,659 | $219.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 7,675 | $219.6K | 0.00% | −156−2.0% | Reduced |
| Quantum Financial Advisors, LLC | 7,722 | $220.9K | 0.06% | +7,722 | New |
| Sentry Investment Management LLC | 7,709 | $221.0K | 0.11% | −1,606−17.2% | Reduced |
| Aldebaran Financial Inc. | 7,759 | $222.0K | 0.36% | +7,759 | New |
| Perigon Wealth Management, LLC | 7,767 | $222.2K | 0.01% | −599−7.2% | Reduced |
| Evermay Wealth Management LLC | 7,776 | $222.5K | 0.05% | +461+6.3% | Added |
| Conning Inc. | 7,815 | $223.6K | 0.01% | +370+5.0% | Added |
| Abn Amro Investment Solutions | 7,816 | $223.6K | 0.00% | +7,816 | New |
| Wagner Wealth Management, LLC | 7,845 | $224.4K | 0.08% | −200−2.5% | Reduced |
| Sage Mountain Advisors LLC | 7,960 | $227.7K | 0.03% | +236+3.1% | Added |
| Aspire Private Capital, LLC | 7,962 | $227.8K | 0.07% | +1,308+19.7% | Added |
| Northwest & Ethical Investments L.P. | 7,985 | $228.4K | 0.01% | −11,856−59.8% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $228.9K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 8,032 | $229.8K | 0.00% | −142,787−94.7% | Reduced |
| Avaii Wealth Management, LLC | 8,099 | $231.7K | 0.18% | +8,099 | New |
| WBH Advisory Inc | 8,109 | $232.0K | 0.03% | −4,527−35.8% | Reduced |
| Peachtree Investment Partners, LLC | 8,165 | $233.6K | 0.12% | −298−3.5% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $234.8K | 0.09% | +8,208 | New |
| EP Wealth Advisors, LLC | 8,229 | $235.4K | 0.00% | −75,265−90.1% | Reduced |
| NinePointTwo Capital | 8,266 | $236.0K | 0.10% | +8,266 | New |
| Octavia Wealth Advisors, LLC | 8,276 | $236.8K | 0.05% | +8,276 | New |
| Cim Investment Mangement Inc | 8,416 | $240.8K | 0.09% | −224−2.6% | Reduced |
| Altrius Capital Management Inc | 8,431 | $241.2K | 0.07% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 8,439 | $241.4K | 0.11% | +8,439 | New |
| Shelton Capital Management | 8,477 | $242.5K | 0.01% | −800−8.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 8,518 | $243.7K | 0.06% | +193+2.3% | Added |
| Canton Hathaway, LLC | 8,516 | $244.0K | 0.08% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 8,544 | $244.4K | 0.10% | +335+4.1% | Added |
| CIBC World Markets Inc. | 8,586 | $246.0K | 0.00% | −70,855−89.2% | Reduced |
| Nwam LLC | 8,615 | $246.5K | 0.03% | +55+0.6% | Added |
| Fisher Asset Management, LLC | 8,627 | $246.8K | 0.00% | −4,974−36.6% | Reduced |
| Asset Dedication, LLC | 8,584 | $247.0K | 0.02% | −94−1.1% | Reduced |
| Balentine LLC | 8,641 | $247.2K | 0.01% | −3,624−29.5% | Reduced |