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 |
|---|---|---|---|---|---|
| City Holding Co | 16,499 | $472.0K | 0.08% | −2,959−15.2% | Reduced |
| Norway Savings Bank | 16,544 | $473.3K | 0.23% | −1,546−8.5% | Reduced |
| Resources Management Corp | 16,600 | $475.0K | 0.08% | +1,400+9.2% | Added |
| Capital Management Associates | 16,682 | $477.0K | 0.70% | +16,682 | New |
| Fiduciary Group LLC | 16,675 | $477.1K | 0.06% | −553−3.2% | Reduced |
| Lido Advisors, LLC | 16,682 | $477.3K | 0.01% | −1,476−8.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,705 | $477.9K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 16,755 | $479.4K | 0.21% | +6,540+64.0% | Added |
| Woodard & Co Asset Management Group Inc | 16,788 | $480.3K | 0.16% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 16,920 | $484.1K | 0.29% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 16,927 | $484.3K | 0.00% | +16,927 | New |
| Gabelli Funds LLC | 17,000 | $486.4K | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 17,079 | $489.0K | 0.06% | −11,657−40.6% | Reduced |
| Ieq Capital, LLC | 17,162 | $491.0K | 0.01% | −3,188−15.7% | Reduced |
| Financial Advocates Investment Management | 17,162 | $491.0K | 0.04% | +504+3.0% | Added |
| Evergreen Capital Management LLC | 17,390 | $497.5K | 0.02% | +2,998+20.8% | Added |
| Wetherby Asset Management Inc | 17,497 | $500.6K | 0.03% | −2,430−12.2% | Reduced |
| Cunning Capital Partners, LP | 17,500 | $501.0K | 0.33% | +17,500 | Added |
| Busey Wealth Management | 17,556 | $502.3K | 0.02% | −932−5.0% | Reduced |
| Iron Financial, LLC | 17,753 | $507.9K | 0.29% | +17,753 | New |
| Allworth Financial LP | 17,779 | $508.7K | 0.00% | −6,245−26.0% | Reduced |
| Marcum Wealth, LLC | 17,784 | $508.8K | 0.06% | +398+2.3% | Added |
| Trust Investment Advisors | 17,849 | $510.7K | 0.44% | −609−3.3% | Reduced |
| WBI Investments | 17,871 | $511.3K | 0.10% | +2,360+15.2% | Added |
| Legacy Financial Advisors, Inc. | 17,874 | $511.4K | 0.10% | −119−0.7% | Reduced |
| Reuter James Wealth Management, LLC | 17,921 | $512.7K | 0.38% | −26−0.1% | Reduced |
| Thompson Investment Management, Inc. | 17,969 | $514.1K | 0.09% | +595+3.4% | Added |
| Canal Capital Management, LLC | 18,267 | $522.6K | 0.11% | −1,614−8.1% | Reduced |
| Putnam Investments LLC | 18,533 | $530.2K | 0.00% | +5,559+42.8% | Added |
| Pine Valley Investments Ltd Liability Co | 18,565 | $531.1K | 0.05% | −911−4.7% | Reduced |
| Group One Trading, L.P. | 18,610 | $532.4K | 0.02% | +18,610 | New |
| RMR Wealth Builders | 18,841 | $539.0K | 0.09% | 00.0% | Unchanged |
| American Trust | 18,904 | $540.8K | 0.04% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 18,943 | $542.0K | 0.02% | −839−4.2% | Reduced |
| Transatlantique Private Wealth LLC | 19,017 | $544.1K | 0.29% | −2,219−10.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 19,045 | $544.9K | 0.09% | +1,708+9.9% | Added |
| Pitcairn Co | 19,064 | $545.4K | 0.05% | +577+3.1% | Added |
| Park Place Capital Corp | 19,110 | $546.7K | 0.16% | −70−0.4% | Reduced |
| Cassia Capital Partners, LLC | 19,212 | $549.7K | 0.45% | −25−0.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 19,249 | $550.7K | 0.12% | −45−0.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 19,274 | $551.4K | 0.01% | −19,471−50.3% | Reduced |
| Strategic Investment Solutions, Inc. | 18,050 | $554.8K | 0.01% | +17,900+11,933.3% | Added |
| Profund Advisors LLC | 19,592 | $560.5K | 0.03% | −703−3.5% | Reduced |
| Meitav Dash Investments Ltd | 20,151 | $568.9K | 0.01% | +6,789+50.8% | Added |
| Lebenthal Global Advisors, LLC | 19,931 | $570.2K | 0.17% | −981−4.7% | Reduced |
| Hennessy Advisors Inc | 20,000 | $572.2K | 0.04% | +20,000 | New |
| Fee-Only Financial Planning, L.C. | 20,014 | $572.6K | 0.46% | 00.0% | Unchanged |
| Grove Bank & Trust | 20,015 | $572.6K | 0.12% | +1,490+8.0% | Added |
| Douglass Winthrop Advisors, LLC | 20,025 | $572.9K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 20,102 | $575.1K | 0.04% | −445−2.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,330 | $581.7K | 0.27% | +2,958+17.0% | Added |
| Edmond de Rothschild Holding S.A. | 20,341 | $582.0K | 0.01% | +2,541+14.3% | Added |
| Bayesian Capital Management, LP | 20,428 | $584.4K | 0.07% | +20,428 | New |
| OmniStar Financial Group, Inc. | 20,427 | $584.5K | 0.69% | +229+1.1% | Added |
| DoubleLine ETF Adviser LP | 20,516 | $587.0K | 0.21% | +1,207+6.3% | Added |
| Cravens & Co Advisors, LLC | 20,704 | $592.4K | 0.56% | +25+0.1% | Added |
| Optiver Holding B.V. | 20,731 | $593.1K | 0.02% | +20,731 | New |
| Procyon Private Wealth Partners, LLC | 20,746 | $593.5K | 0.06% | −2,471−10.6% | Reduced |
| Aull & Monroe Investment Management Corp | 20,897 | $597.9K | 0.31% | −2,563−10.9% | Reduced |
| Park Circle Co | 20,930 | $598.8K | 0.57% | +17,500+510.2% | Added |
| Hancock Whitney Corp | 20,989 | $600.5K | 0.02% | −1,552−6.9% | Reduced |
| First Horizon Advisors, Inc. | 21,052 | $602.3K | 0.02% | −4,368−17.2% | Reduced |
| Capital Asset Advisory Services LLC | 20,371 | $603.2K | 0.04% | −1,123−5.2% | Reduced |
| Boston Private Wealth LLC | 21,161 | $605.4K | 0.01% | +9,673+84.2% | Added |
| Clearstead Advisors, LLC | 21,181 | $606.0K | 0.04% | −352−1.6% | Reduced |
| Wealth Quarterback LLC | 21,185 | $606.1K | 0.52% | +1,833+9.5% | Added |
| Summit Financial Group Inc | 21,364 | $611.2K | 0.26% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 21,372 | $611.5K | 0.01% | −20,857−49.4% | Reduced |
| Cornerstone Advisory, LLC | 21,393 | $612.1K | 0.11% | −12,555−37.0% | Reduced |
| Moneta Group Investment Advisors LLC | 21,458 | $613.9K | 0.01% | +1,863+9.5% | Added |
| Penserra Capital Management LLC | 21,540 | $615.0K | 0.01% | −829−3.7% | Reduced |
| E. Ohman J:or Asset Management AB | 21,500 | $615.1K | 0.02% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 21,509 | $615.4K | 0.03% | +3,009+16.3% | Added |
| Carson Advisory Inc. | 21,613 | $618.3K | 0.54% | +452+2.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 21,663 | $619.8K | 0.05% | +1,556+7.7% | Added |
| HM Payson & Co | 21,693 | $620.6K | 0.01% | −3,309−13.2% | Reduced |
| Strategic Advisors LLC | 21,803 | $623.8K | 0.12% | −9,867−31.2% | Reduced |
| Engineers Gate Manager LP | 21,822 | $624.3K | 0.02% | −11,057−33.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 22,106 | $632.5K | 0.17% | +22,106 | New |
| Marino, Stram & Associates LLC | 22,316 | $638.5K | 0.19% | +423+1.9% | Added |
| Smith, Salley & Associates | 22,360 | $639.7K | 0.05% | −3,739−14.3% | Reduced |
| Great Lakes Retirement, Inc. | 22,484 | $643.3K | 0.12% | +979+4.6% | Added |
| Leisure Capital Management | 22,502 | $643.8K | 0.37% | +1,320+6.2% | Added |
| Aigen Investment Management, LP | 22,537 | $644.8K | 0.12% | −50,440−69.1% | Reduced |
| Certified Advisory Corp | 22,574 | $645.8K | 0.12% | +261+1.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 22,684 | $649.0K | 0.34% | +3,870+20.6% | Added |
| SYSTM Wealth Solutions LLC | 22,686 | $649.0K | 0.10% | −22,389−49.7% | Reduced |
| Sheets Smith Wealth Management | 22,754 | $651.0K | 0.10% | −1,525−6.3% | Reduced |
| Intrua Financial, LLC | 22,834 | $653.3K | 0.12% | −1,021−4.3% | Reduced |
| Paloma Partners Management Co | 22,994 | $657.9K | 0.14% | +21,479+1,417.8% | Added |
| Monument Capital Management | 23,257 | $665.4K | 0.22% | −363−1.5% | Reduced |
| Lakeview Capital Partners, LLC | 23,690 | $677.8K | 0.13% | −609−2.5% | Reduced |
| Vontobel Holding Ltd. | 23,752 | $679.5K | 0.01% | +1,957+9.0% | Added |
| Widmann Financial Services, Inc. | 23,759 | $679.7K | 0.68% | +937+4.1% | Added |
| Shepherd Financial Partners LLC | 23,807 | $681.1K | 0.11% | +245+1.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 24,129 | $690.3K | 0.07% | 00.0% | Unchanged |
| Madden Securities Corp | 24,695 | $706.5K | 0.40% | +24,695 | New |
| Linden Thomas Advisory Services, LLC | 24,859 | $711.2K | 0.16% | −812−3.2% | Reduced |
| Van Leeuwen & Company, LLC | 24,899 | $712.4K | 0.44% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 24,945 | $713.7K | 0.02% | −1,822−6.8% | Reduced |