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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 11,838 | $338.7K | 0.02% | 00.0% | Unchanged |
| Farmers Trust Co | 11,854 | $339.1K | 0.08% | 00.0% | Unchanged |
| BSW Wealth Partners | 11,863 | $339.4K | 0.08% | +11,863 | New |
| Lombard Odier Asset Management (Switzerland) SA | 11,901 | $340.5K | 0.06% | +11,901 | New |
| IHT Wealth Management, LLC | 11,938 | $341.5K | 0.02% | −1,510−11.2% | Reduced |
| Tradewinds, LLC. | 11,957 | $342.1K | 0.20% | +8+0.1% | Added |
| Washington Capital Management Inc | 12,000 | $343.3K | 0.32% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 12,000 | $343.3K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 12,010 | $343.6K | 0.02% | −437−3.5% | Reduced |
| Pathway Financial Advisors LLC | 12,052 | $344.8K | 0.12% | +188+1.6% | Added |
| Register Financial Advisors LLC | 12,098 | $346.1K | 0.25% | −854−6.6% | Reduced |
| Clarius Group, LLC | 12,237 | $350.1K | 0.03% | +3,230+35.9% | Added |
| Proequities, Inc. | 12,272 | $351.1K | 0.03% | +6,685+119.7% | Added |
| Westhampton Capital, LLC | 12,280 | $351.3K | 0.23% | +150+1.2% | Added |
| Live Oak Private Wealth LLC | 12,369 | $353.9K | 0.08% | −1,097−8.1% | Reduced |
| New Hampshire Trust | 12,471 | $356.8K | 0.10% | −370−2.9% | Reduced |
| Central Trust Co | 12,482 | $357.1K | 0.01% | −6,464−34.1% | Reduced |
| Xcel Wealth Management, LLC | 12,516 | $358.1K | 0.14% | −4,856−28.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,522 | $358.3K | 0.00% | +10,649+568.6% | Added |
| Credit Agricole S A | 12,527 | $358.4K | 0.01% | +12,527 | New |
| Eastern Bank | 12,536 | $358.7K | 0.02% | −62,955−83.4% | Reduced |
| Ogorek Anthony Joseph | 12,640 | $361.0K | 0.14% | +209+1.7% | Added |
| Hill Investment Group Partners, LLC | 12,620 | $361.1K | 0.06% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,680 | $362.8K | 0.01% | −796−5.9% | Reduced |
| Valmark Advisers, Inc. | 12,688 | $363.0K | 0.01% | +1,128+9.8% | Added |
| Hall Private Wealth Advisors | 12,726 | $364.1K | 0.24% | −3,391−21.0% | Reduced |
| NBT Bank N A | 12,781 | $365.7K | 0.04% | +366+2.9% | Added |
| Eudaimonia Partners, LLC | 12,900 | $369.1K | 0.09% | −226−1.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 12,910 | $369.4K | 0.11% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 12,912 | $369.4K | 0.12% | +3,604+38.7% | Added |
| Panagora Asset Management Inc | 12,934 | $370.0K | 0.00% | +18+0.1% | Added |
| Allen Investment Management LLC | 12,950 | $370.5K | 0.01% | 00.0% | Unchanged |
| 1776 Wealth LLC | 12,989 | $371.6K | 0.20% | −2,400−15.6% | Reduced |
| Avalon Trust Co | 13,000 | $371.9K | 0.04% | 00.0% | Unchanged |
| Lindenwold Advisors | 13,072 | $374.0K | 0.23% | 00.0% | Unchanged |
| Intrust Bank NA | 13,087 | $374.4K | 0.05% | −3,716−22.1% | Reduced |
| David Loasby | 13,781 | $374.4K | 0.04% | +4,174+43.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $375.4K | 0.14% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 13,144 | $376.0K | 0.21% | −829−5.9% | Reduced |
| Empowered Funds, LLC | 13,187 | $377.3K | 0.01% | −1,929−12.8% | Reduced |
| Koshinski Asset Management, Inc. | 13,220 | $378.2K | 0.04% | +1,487+12.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,225 | $378.4K | 0.08% | +500+3.9% | Added |
| Hazlett, Burt & Watson, Inc. | 13,321 | $379.0K | 0.28% | −634−4.5% | Reduced |
| Perpetual Ltd | 13,350 | $381.9K | 0.00% | +13,350 | New |
| Greenleaf Trust | 13,357 | $382.1K | 0.00% | +536+4.2% | Added |
| Geneos Wealth Management Inc. | 13,378 | $382.7K | 0.02% | +654+5.1% | Added |
| Haverford Trust Co | 13,399 | $383.3K | 0.00% | −941−6.6% | Reduced |
| MTM Investment Management, LLC | 13,591 | $388.8K | 0.20% | −3,049−18.3% | Reduced |
| Partners in Financial Planning | 13,611 | $389.4K | 0.10% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 13,745 | $393.2K | 0.02% | +13,745 | New |
| Meeder Advisory Services, Inc. | 13,817 | $395.3K | 0.05% | −2,937−17.5% | Reduced |
| Prosperity Wealth Management, Inc. | 14,024 | $401.2K | 0.26% | 00.0% | Unchanged |
| Aspiriant, LLC | 14,100 | $403.4K | 0.02% | +2,060+17.1% | Added |
| NEOS Investment Management LLC | 14,164 | $405.2K | 0.05% | +14,164 | New |
| Insigneo Advisory Services, LLC | 14,177 | $405.6K | 0.08% | −1,444−9.2% | Reduced |
| WCG Wealth Advisors LLC | 14,008 | $406.0K | 0.03% | +14,008 | New |
| Essex Financial Services, Inc. | 14,232 | $407.2K | 0.05% | +382+2.8% | Added |
| Gyroscope Capital Management Group, LLC | 14,236 | $407.3K | 0.09% | +2,800+24.5% | Added |
| Strategic Blueprint, LLC | 14,259 | $407.9K | 0.04% | +1,991+16.2% | Added |
| Cigna Investments Inc | 14,402 | $412.0K | 0.09% | −2,025−12.3% | Reduced |
| Cooper Financial Group | 14,422 | $412.6K | 0.10% | +14,422 | New |
| Secure Asset Management, LLC | 14,448 | $413.4K | 0.12% | +14,448 | New |
| Shell Asset Management Co | 14,521 | $415.0K | 0.02% | −256−1.7% | Reduced |
| Community Trust & Investment Co | 14,541 | $416.0K | 0.03% | +366+2.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,545 | $416.1K | 0.06% | −136−0.9% | Reduced |
| Montag & Caldwell, LLC | 14,562 | $416.6K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 14,694 | $420.4K | 0.06% | −1,038−6.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,793 | $423.2K | 0.27% | −70−0.5% | Reduced |
| FDx Advisors, Inc. | 14,808 | $424.0K | 0.04% | −79,508−84.3% | Reduced |
| Tandem Investment Advisors, Inc. | 14,871 | $425.5K | 0.02% | +1,078+7.8% | Added |
| Mayfair Advisory Group, LLC | 14,547 | $425.5K | 0.41% | −100−0.7% | Reduced |
| Brady Family Wealth, LLC | 14,911 | $426.6K | 0.16% | +1,176+8.6% | Added |
| RSM US Wealth Management LLC | 14,963 | $428.1K | 0.02% | +5,862+64.4% | Added |
| Rede Wealth, LLC | 14,991 | $428.9K | 0.22% | +8+0.1% | Added |
| Hourglass Capital, LLC | 15,000 | $429.1K | 0.15% | +15,000 | New |
| Evercore Wealth Management, LLC | 15,012 | $429.5K | 0.01% | +725+5.1% | Added |
| Brookstone Capital Management | 15,340 | $430.4K | 0.01% | −515−3.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 15,073 | $431.2K | 0.25% | −148−1.0% | Reduced |
| River Oaks Capital LLC | 15,200 | $434.9K | 0.64% | −13,100−46.3% | Reduced |
| Israel Discount Bank of New York | 15,204 | $435.0K | 0.36% | −97−0.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,222 | $435.5K | 0.13% | −317−2.0% | Reduced |
| Chiron Capital Management, LLC | 15,400 | $440.6K | 0.38% | +8,000+108.1% | Added |
| Inspirion Wealth Advisors, LLC | 15,500 | $443.5K | 0.09% | +15,500 | New |
| Coldstream Capital Management Inc | 15,521 | $444.1K | 0.01% | +493+3.3% | Added |
| Legacy Advisors, LLC | 15,552 | $444.9K | 0.07% | +15,552 | New |
| Campbell & CO Investment Adviser LLC | 15,655 | $447.9K | 0.05% | +15,655 | New |
| Impact Partnership Wealth, LLC | 15,657 | $448.0K | 0.14% | +15,146+2,964.0% | Added |
| Trust Asset Management LLC | 15,787 | $451.7K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 15,798 | $452.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 15,799 | $452.0K | 0.07% | +9,853+165.7% | Added |
| FLC Capital Advisors | 15,849 | $453.4K | 0.14% | −604−3.7% | Reduced |
| Franklin Street Advisors Inc | 15,971 | $457.0K | 0.04% | −2,165−11.9% | Reduced |
| Delta Accumulation, LLC | 16,012 | $458.1K | 5.76% | +60.0% | Added |
| Westwood Holdings Group Inc. | 16,187 | $463.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 16,272 | $465.6K | 0.03% | −268−1.6% | Reduced |
| Bokf, NA | 16,436 | $466.1K | 0.01% | −1,914−10.4% | Reduced |
| Chilton Investment Co LLC | 16,323 | $467.0K | 0.01% | +3,373+26.0% | Added |
| Atticus Wealth Management, LLC | 16,476 | $471.4K | 0.18% | −105−0.6% | Reduced |
| Dudley Capital Management, LLC | 16,482 | $471.6K | 0.33% | 00.0% | Unchanged |
| Veriti Management LLC | 16,496 | $471.9K | 0.05% | +1,518+10.1% | Added |