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 |
|---|---|---|---|---|---|
| Select Asset Management & Trust | 24,972 | $714.0K | 0.41% | 00.0% | Unchanged |
| Rossmore Private Capital | 24,982 | $714.7K | 0.11% | −225−0.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 26,349 | $719.9K | 0.08% | −295,252−91.8% | Reduced |
| Brighton Jones LLC | 25,221 | $721.6K | 0.04% | −5,500−17.9% | Reduced |
| EPG Wealth Management LLC | 25,637 | $733.5K | 0.22% | −1,550−5.7% | Reduced |
| CWM, LLC | 25,872 | $740.0K | 0.00% | −13,637−34.5% | Reduced |
| RBF Capital, LLC | 25,900 | $741.0K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 25,955 | $742.6K | 0.27% | −98−0.4% | Reduced |
| RFP Financial Group LLC | 25,972 | $743.1K | 0.33% | −4,225−14.0% | Reduced |
| Mutual Advisors, LLC | 25,986 | $743.5K | 0.03% | −3,299−11.3% | Reduced |
| Leavell Investment Management, Inc. | 26,252 | $751.0K | 0.05% | −12,181−31.7% | Reduced |
| United Bank | 26,377 | $754.6K | 0.10% | −1,550−5.6% | Reduced |
| Point72 Asset Management, L.P. | 26,620 | $761.6K | 0.00% | +24,991+1,534.1% | Added |
| Siemens Fonds Invest GmbH | 26,625 | $761.7K | 0.08% | −5,484−17.1% | Reduced |
| Comerica Securities,inc. | 26,678 | $763.2K | 0.06% | −2,162−7.5% | Reduced |
| Vident Advisory, LLC | 26,723 | $764.5K | 0.02% | +26,723 | New |
| Davis Investment Partners, LLC | 28,581 | $779.7K | 0.42% | −1,269−4.3% | Reduced |
| Valeo Financial Advisors, LLC | 27,359 | $782.7K | 0.04% | −269−1.0% | Reduced |
| Plimoth Trust Co LLC | 27,613 | $790.0K | 0.25% | −865−3.0% | Reduced |
| Foundations Investment Advisors, LLC | 27,652 | $791.1K | 0.02% | −3,099−10.1% | Reduced |
| RFG Advisory, LLC | 27,678 | $791.9K | 0.04% | −2,920−9.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 27,775 | $794.6K | 0.10% | +84+0.3% | Added |
| Headinvest, LLC | 28,778 | $795.1K | 0.17% | −8,407−22.6% | Reduced |
| Founders Financial Alliance, LLC | 27,992 | $800.8K | 0.35% | +277+1.0% | Added |
| Ally Financial Inc. | 28,000 | $801.1K | 0.12% | 00.0% | Unchanged |
| HRT Financial LP | 28,055 | $802.0K | 0.01% | +15,793+128.8% | Added |
| Bleakley Financial Group, LLC | 28,159 | $805.6K | 0.03% | −4,617−14.1% | Reduced |
| Sawtooth Solutions, LLC | 28,159 | $805.6K | 0.03% | −4,607−14.1% | Reduced |
| Applied Capital LLC | 28,179 | $806.2K | 0.80% | +963+3.5% | Added |
| Trust Co of Virginia | 28,273 | $808.9K | 0.09% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 28,301 | $809.7K | 0.39% | +5,202+22.5% | Added |
| Icon Wealth Partners, LLC | 28,329 | $810.5K | 0.09% | −58,825−67.5% | Reduced |
| Spire Wealth Management | 28,398 | $812.5K | 0.03% | +10,976+63.0% | Added |
| Transcend Wealth Collective, LLC | 28,621 | $818.8K | 0.08% | −4,174−12.7% | Reduced |
| Csenge Advisory Group | 28,636 | $819.3K | 0.06% | +642+2.3% | Added |
| Vestcor Inc | 28,653 | $820.0K | 0.03% | −2,527−8.1% | Reduced |
| Fort Sheridan Advisors LLC | 28,765 | $823.0K | 0.19% | −474−1.6% | Reduced |
| Voya Financial Advisors, Inc. | 29,160 | $823.2K | 0.10% | +551+1.9% | Added |
| Alberta Investment Management Corp | 28,800 | $824.0K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 29,018 | $830.2K | 0.07% | +400+1.4% | Added |
| International Assets Investment Management, LLC | 30,222 | $830.5K | 0.11% | +30,222 | New |
| Dividend Assets Capital, LLC | 29,059 | $831.0K | 0.17% | −437−1.5% | Reduced |
| Jacobi Capital Management LLC | 29,213 | $835.8K | 0.09% | +808+2.8% | Added |
| Assetmark, Inc | 29,505 | $844.1K | 0.00% | −27,922−48.6% | Reduced |
| South State Corp. | 29,618 | $847.4K | 0.08% | −3,013−9.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 29,622 | $847.5K | 0.02% | +29,622 | New |
| Hilltop Holdings Inc. | 29,689 | $849.4K | 0.11% | +11,106+59.8% | Added |
| Wolverine Trading, LLC | 29,946 | $856.8K | 0.01% | −18,622−38.3% | Reduced |
| Patton Albertson Miller Group, LLC | 30,022 | $858.9K | 0.17% | +1,790+6.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 30,129 | $862.0K | 0.05% | −308−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 30,263 | $865.8K | 0.05% | +2,730+9.9% | Added |
| Jaffetilchin Investment Partners, LLC | 30,438 | $870.8K | 0.10% | −18,009−37.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 30,542 | $873.8K | 0.07% | −5,260−14.7% | Reduced |
| Farmers National Bank | 30,695 | $878.2K | 0.31% | −1,053−3.3% | Reduced |
| Nicolet Bankshares Inc | 30,801 | $881.2K | 0.27% | −6,252−16.9% | Reduced |
| WealthShield Partners, LLC | 30,811 | $881.5K | 0.13% | +23,442+318.1% | Added |
| Wealthspire Advisors, LLC | 31,396 | $898.2K | 0.01% | +9,379+42.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 31,666 | $906.2K | 0.77% | +5,043+18.9% | Added |
| First County Bank | 31,777 | $909.1K | 0.47% | −5,875−15.6% | Reduced |
| MBL Wealth, LLC | 31,842 | $911.0K | 0.13% | −2,004−5.9% | Reduced |
| Global Retirement Partners, LLC | 33,590 | $912.6K | 0.05% | −5,469−14.0% | Reduced |
| St. Johns Investment Management Company, LLC | 31,959 | $914.3K | 0.52% | −3,194−9.1% | Reduced |
| Illinois Municipal Retirement Fund | 32,144 | $920.0K | 0.02% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 32,285 | $923.7K | 0.61% | −94,221−74.5% | Reduced |
| BCS Wealth Management | 32,542 | $931.0K | 0.39% | −413−1.3% | Reduced |
| ProVise Management Group, LLC | 32,589 | $932.4K | 0.09% | +7,979+32.4% | Added |
| CAPROCK Group, Inc. | 32,832 | $939.3K | 0.07% | +14,550+79.6% | Added |
| Farmers & Merchants Investments Inc | 32,934 | $942.2K | 0.04% | −22,017−40.1% | Reduced |
| Glenview Trust Co | 33,206 | $950.0K | 0.03% | −5,579−14.4% | Reduced |
| Bank Ozk | 33,327 | $953.5K | 0.52% | +1,382+4.3% | Added |
| Poehling Capital Management, LLC | 33,328 | $953.5K | 0.33% | +3,118+10.3% | Added |
| Sequoia Financial Advisors, LLC | 33,433 | $956.5K | 0.02% | −7,948−19.2% | Reduced |
| MCF Advisors LLC | 33,781 | $966.5K | 0.09% | +1,500+4.6% | Added |
| Banque Cantonale Vaudoise | 34,143 | $977.0K | 0.05% | −4,490−11.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 34,255 | $980.0K | 0.03% | −4,878−12.5% | Reduced |
| Heritage Trust Co | 34,498 | $987.0K | 0.15% | −1,754−4.8% | Reduced |
| Pettee Investors, Inc. | 34,569 | $989.0K | 0.47% | −500−1.4% | Reduced |
| Snowden Capital Advisors LLC | 40,452 | $991.9K | 0.04% | +5,060+14.3% | Added |
| New England Research & Management, Inc. | 34,807 | $996.0K | 0.57% | −4,298−11.0% | Reduced |
| Investors Asset Management of Georgia Inc | 36,122 | $1.00M | 0.55% | −79−0.2% | Reduced |
| Princeton Global Asset Management LLC | 34,993 | $1.00M | 0.28% | −1,114−3.1% | Reduced |
| CNB Bank | 35,019 | $1.00M | 0.59% | −1,619−4.4% | Reduced |
| Financial Security Advisor, Inc. | 35,369 | $1.01M | 0.47% | +35,369 | New |
| Wealth Alliance | 35,460 | $1.01M | 0.16% | −5,396−13.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,464 | $1.01M | 0.02% | +6,181+21.1% | Added |
| Salzhauer Michael | 35,563 | $1.02M | 1.11% | −2,574−6.7% | Reduced |
| Diamant Asset Management, Inc. | 35,925 | $1.03M | 0.85% | −1,000−2.7% | Reduced |
| J.W. Cole Advisors, Inc. | 36,107 | $1.03M | 0.08% | +2,209+6.5% | Added |
| BKD Wealth Advisors, LLC | 36,279 | $1.04M | 0.03% | −2,258−5.9% | Reduced |
| RKL Wealth Management LLC | 36,401 | $1.04M | 0.13% | −308−0.8% | Reduced |
| BHK Investment Advisors, LLC | 36,422 | $1.04M | 0.48% | −6,957−16.0% | Reduced |
| Capital Investment Advisors, LLC | 36,491 | $1.04M | 0.03% | −2,574−6.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 37,073 | $1.06M | 0.00% | −93,519−71.6% | Reduced |
| We Are One Seven, LLC | 37,134 | $1.06M | 0.08% | +3,493+10.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 37,470 | $1.07M | 0.23% | −144,054−79.4% | Reduced |
| Park Avenue Securities LLC | 37,538 | $1.07M | 0.02% | −1,081−2.8% | Reduced |
| Independence Bank of Kentucky | 37,603 | $1.08M | 0.45% | −6,305−14.4% | Reduced |
| Kinneret Advisory, LLC | 37,643 | $1.08M | 0.13% | −22−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 37,623 | $1.08M | 0.10% | −100−0.3% | Reduced |
| Physicians Financial Services, Inc. | 37,862 | $1.08M | 0.44% | −499−1.3% | Reduced |