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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 8,675 | $248.2K | 0.02% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 8,681 | $248.4K | 0.06% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,696 | $248.8K | 0.05% | −84−1.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,690 | $249.0K | 0.01% | +64+0.7% | Added |
| Thrive Capital Management, LLC | 8,717 | $249.4K | 0.14% | −33−0.4% | Reduced |
| Radnor Capital Management, LLC | 8,732 | $250.0K | 0.05% | −2,280−20.7% | Reduced |
| GW Henssler & Associates Ltd | 8,812 | $252.1K | 0.02% | −7,577−46.2% | Reduced |
| Pinnacle Holdings, LLC | 8,867 | $253.7K | 0.12% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 8,882 | $254.1K | 0.07% | −1,319−12.9% | Reduced |
| Enterprise Financial Services Corp | 8,919 | $255.2K | 0.18% | −707−7.3% | Reduced |
| Fiducient Advisors LLC | 8,946 | $255.9K | 0.01% | −789−8.1% | Reduced |
| Waycross Partners, LLC | 9,000 | $257.5K | 0.06% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 9,002 | $257.5K | 0.04% | +463+5.4% | Added |
| LexAurum Advisors, LLC | 9,013 | $257.9K | 0.08% | +9,013 | New |
| Beacon Investment Advisors LLC | 9,049 | $258.9K | 0.18% | −788−8.0% | Reduced |
| Hayek Kallen Investment Management | 9,047 | $259.0K | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,059 | $259.2K | 0.01% | −1,860−17.0% | Reduced |
| Horizon Investments, LLC | 9,227 | $259.5K | 0.01% | +248+2.8% | Added |
| Invesco, LLC | 9,072 | $259.6K | 0.13% | −212−2.3% | Reduced |
| Essex Savings Bank | 9,083 | $259.9K | 0.09% | 00.0% | Unchanged |
| Parthenon LLC | 9,112 | $260.7K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 9,122 | $261.0K | 0.07% | +20+0.2% | Added |
| BIP Wealth, LLC | 9,137 | $261.4K | 0.02% | −362−3.8% | Reduced |
| Cypress Wealth Services, LLC | 9,175 | $262.5K | 0.07% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 9,211 | $264.0K | 0.01% | −5,321−36.6% | Reduced |
| Caldwell Trust Co | 9,233 | $264.2K | 0.04% | −3,442−27.2% | Reduced |
| Bristlecone Advisors, LLC | 9,297 | $266.0K | 0.03% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,305 | $266.0K | 0.03% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 9,333 | $267.0K | 0.05% | +13+0.1% | Added |
| Everett Harris & Co | 9,351 | $267.5K | 0.00% | 00.0% | Unchanged |
| Maven Securities LTD | 9,360 | $267.8K | 0.03% | −5,440−36.8% | Reduced |
| Applied Finance Capital Management, LLC | 9,367 | $268.0K | 0.03% | +1,570+20.1% | Added |
| Augustine Asset Management Inc | 9,413 | $269.3K | 0.12% | +9,413 | New |
| NorthRock Partners, LLC | 9,419 | $269.5K | 0.03% | +1,696+22.0% | Added |
| Coastal Investment Advisors, Inc. | 8,896 | $270.0K | 0.06% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 9,448 | $270.3K | 0.20% | +233+2.5% | Added |
| Uncommon Cents Investing LLC | 9,499 | $271.8K | 0.10% | +9,499 | New |
| IFP Advisors, Inc | 9,510 | $272.1K | 0.01% | −4,013−29.7% | Reduced |
| Prelude Capital Management, LLC | 9,520 | $272.4K | 0.02% | −2,221−18.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,262 | $273.0K | 0.10% | +6,262 | New |
| Mission Creek Capital Partners, Inc. | 9,642 | $275.8K | 0.09% | −198−2.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,696 | $277.4K | 0.08% | −10,311−51.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 9,708 | $277.7K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 9,719 | $278.1K | 0.03% | +836+9.4% | Added |
| 1st Source Bank | 9,759 | $279.2K | 0.02% | +1,950+25.0% | Added |
| Crawford Investment Counsel Inc | 9,808 | $280.6K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 9,806 | $281.0K | 0.02% | +241+2.5% | Added |
| Cypress Capital Group | 9,850 | $281.8K | 0.04% | −792−7.4% | Reduced |
| Summit Trail Advisors, LLC | 9,914 | $283.6K | 0.01% | +419+4.4% | Added |
| Guyasuta Investment Advisors Inc | 9,942 | $284.4K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 9,944 | $284.5K | 0.00% | −9,600−49.1% | Reduced |
| Roman Butler Fullerton & Co | 10,052 | $285.6K | 0.13% | −876−8.0% | Reduced |
| Stone Point Wealth LLC | 10,000 | $286.1K | 0.12% | −1,100−9.9% | Reduced |
| American Assets Inc | 10,000 | $286.1K | 0.13% | 00.0% | Unchanged |
| Capital City Trust Co | 10,013 | $286.5K | 0.09% | −290−2.8% | Reduced |
| Centennial Wealth Advisory LLC | 10,047 | $287.4K | 0.15% | −40.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 10,078 | $288.3K | 0.02% | +7+0.1% | Added |
| Abacus Planning Group, Inc. | 10,125 | $289.7K | 0.07% | +53+0.5% | Added |
| ForthRight Wealth Management, LLC | 10,135 | $290.0K | 0.12% | +61+0.6% | Added |
| Naples Global Advisors, LLC | 10,154 | $290.5K | 0.04% | +2,920+40.4% | Added |
| Lake Street Advisors Group, LLC | 10,182 | $291.0K | 0.02% | −1,579−13.4% | Reduced |
| Triad Financial Advisors, Inc. | 10,207 | $292.0K | 0.10% | −110−1.1% | Reduced |
| Cobblestone Capital Advisors LLC | 10,305 | $294.8K | 0.02% | −1,169−10.2% | Reduced |
| Successful Portfolios LLC | 10,322 | $295.3K | 0.26% | +518+5.3% | Added |
| Continuum Advisory, LLC | 10,370 | $296.7K | 0.05% | +30.0% | Added |
| Ellevest, Inc. | 10,370 | $296.7K | 0.02% | +10,370 | New |
| Grey Street Capital, LLC | 10,385 | $297.1K | 0.17% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 10,451 | $299.0K | 0.09% | +3,501+50.4% | Added |
| Dorsey & Whitney Trust CO LLC | 10,457 | $299.2K | 0.03% | +1,741+20.0% | Added |
| Canandaigua National Bank & Trust Co | 10,465 | $299.4K | 0.05% | +1,010+10.7% | Added |
| Boltwood Capital Management | 10,500 | $300.4K | 0.11% | +2,820+36.7% | Added |
| Klingman & Associates, LLC | 10,551 | $301.9K | 0.02% | −303−2.8% | Reduced |
| Eagle Strategies LLC | 10,575 | $302.6K | 0.07% | +10,575 | New |
| Altus Wealth Group LLC | 10,599 | $303.2K | 0.19% | −222−2.1% | Reduced |
| Gratus Capital LLC | 10,670 | $305.3K | 0.02% | +1,002+10.4% | Added |
| Simmons Bank | 10,691 | $305.9K | 0.03% | −3,941−26.9% | Reduced |
| Keel Point, LLC | 10,712 | $306.5K | 0.04% | −276−2.5% | Reduced |
| Forum Financial Management, LP | 10,714 | $306.5K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 10,753 | $307.6K | 0.09% | +1,926+21.8% | Added |
| Rogco, LP | 10,882 | $311.3K | 0.15% | +10,882 | New |
| WealthTrust Axiom LLC | 10,924 | $312.6K | 0.11% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,963 | $313.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10,963 | $314.0K | 0.01% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 10,991 | $314.5K | 0.04% | −248−2.2% | Reduced |
| Taylor Hoffman Wealth Management | 11,084 | $317.1K | 0.16% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 11,164 | $319.4K | 0.01% | +616+5.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,187 | $320.1K | 0.00% | +105+0.9% | Added |
| Legacy Capital Group California, Inc. | 11,237 | $321.5K | 0.14% | +102+0.9% | Added |
| Boston Trust Walden Corp | 11,340 | $324.4K | 0.00% | −5,997−34.6% | Reduced |
| Merit Financial Group, LLC | 11,342 | $324.5K | 0.01% | +257+2.3% | Added |
| Verum Partners LLC | 11,348 | $324.7K | 0.15% | −348−3.0% | Reduced |
| Steel Peak Wealth Management LLC | 11,373 | $325.4K | 0.02% | +11,373 | New |
| Wrapmanager Inc | 11,398 | $326.1K | 0.10% | −1,607−12.4% | Reduced |
| Good Life Advisors, LLC | 11,629 | $332.7K | 0.04% | +2,094+22.0% | Added |
| Buckingham Strategic Partners | 11,632 | $332.8K | 0.02% | +243+2.1% | Added |
| Sculati Wealth Management, LLC | 11,659 | $333.6K | 0.17% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,661 | $333.6K | 0.01% | +1,271+12.2% | Added |
| Smith Chas P & Associates Pa Cpas | 11,709 | $335.0K | 0.02% | −35−0.3% | Reduced |
| Westpac Banking Corp | 11,745 | $336.0K | 0.03% | +3,744+46.8% | Added |
| Nalls Sherbakoff Group, LLC | 11,794 | $337.4K | 0.33% | +335+2.9% | Added |