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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 38,016 | $1.09M | 0.85% | −4,935−11.5% | Reduced |
| Gotham Asset Management, LLC | 38,138 | $1.09M | 0.02% | −1,466−3.7% | Reduced |
| Tredje AP-fonden | 38,143 | $1.09M | 0.02% | +2,389+6.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 38,182 | $1.09M | 0.03% | −13,138−25.6% | Reduced |
| Vinva Investment Management Ltd | 38,754 | $1.09M | 0.10% | −1,687−4.2% | Reduced |
| X-Square Capital, LLC | 36,087 | $1.09M | 0.74% | 00.0% | Unchanged |
| Ballast, Inc. | 38,900 | $1.11M | 0.44% | +7,918+25.6% | Added |
| D.A. Davidson & Co. | 39,092 | $1.12M | 0.01% | +2,120+5.7% | Added |
| Icon Advisers Inc | 39,100 | $1.12M | 0.28% | 00.0% | Unchanged |
| Bray Capital Advisors | 39,340 | $1.13M | 0.34% | −612−1.5% | Reduced |
| United Services Automobile Association | 39,673 | $1.14M | 0.03% | +8,598+27.7% | Added |
| Sompo Asset Management Co., Ltd. | 40,040 | $1.15M | 0.25% | −8,200−17.0% | Reduced |
| IFG Advisory, LLC | 40,085 | $1.15M | 0.10% | +1,947+5.1% | Added |
| Financial Partners Group, LLC | 40,454 | $1.16M | 0.56% | +40,454 | New |
| InterOcean Capital Group, LLC | 40,499 | $1.16M | 0.04% | +2,440+6.4% | Added |
| Apollon Wealth Management, LLC | 40,696 | $1.16M | 0.06% | −2,665−6.1% | Reduced |
| Berkeley Capital Partners, LLC | 40,796 | $1.17M | 0.42% | +935+2.3% | Added |
| Oak Harbor Wealth Partners, LLC | 41,135 | $1.18M | 0.42% | −3,212−7.2% | Reduced |
| NBC Securities, Inc. | 41,319 | $1.18M | 0.13% | +41,319 | New |
| Capstone Investment Advisors, LLC | 41,357 | $1.18M | 0.03% | −16,082−28.0% | Reduced |
| Silvercrest Asset Management Group LLC | 41,363 | $1.18M | 0.01% | −1,404−3.3% | Reduced |
| Atlantic Union Bankshares Corp | 41,427 | $1.19M | 0.12% | −664−1.6% | Reduced |
| GHP Investment Advisors, Inc. | 41,833 | $1.19M | 0.07% | −1,248−2.9% | Reduced |
| Hills Bank & Trust Co | 41,966 | $1.20M | 0.14% | +479+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 42,042 | $1.20M | 0.03% | +29+0.1% | Added |
| StoneX Group Inc. | 42,251 | $1.21M | 0.13% | +2,241+5.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 42,396 | $1.21M | 0.06% | +2,020+5.0% | Added |
| Arcus Capital Partners, LLC | 42,446 | $1.21M | 0.37% | −1,600−3.6% | Reduced |
| CWA Asset Management Group, LLC | 42,518 | $1.22M | 0.09% | −648−1.5% | Reduced |
| Argent Advisors, Inc. | 42,591 | $1.22M | 0.56% | +5,849+15.9% | Added |
| Atria Wealth Solutions, Inc. | 42,687 | $1.22M | 0.02% | +1,742+4.3% | Added |
| Holderness Investments Co | 42,750 | $1.22M | 0.48% | −8,193−16.1% | Reduced |
| Outfitter Financial LLC | 42,793 | $1.22M | 1.15% | +350+0.8% | Added |
| Raleigh Capital Management Inc. | 42,958 | $1.23M | 0.63% | +741+1.8% | Added |
| Advisor Partners II, LLC | 43,040 | $1.23M | 0.05% | +20,029+87.0% | Added |
| Heritage Wealth Advisors | 43,385 | $1.24M | 0.07% | +31+0.1% | Added |
| ExodusPoint Capital Management, LP | 43,411 | $1.24M | 0.02% | −17,197−28.4% | Reduced |
| Fourthstone LLC | 43,500 | $1.24M | 0.28% | −323,651−88.2% | Reduced |
| Investors Research Corp | 43,899 | $1.26M | 0.33% | +675+1.6% | Added |
| Wellington Management Group LLP | 43,947 | $1.26M | 0.00% | −1,349−3.0% | Reduced |
| Colonial Trust Co | 44,216 | $1.27M | 0.31% | −4,535−9.3% | Reduced |
| Greenwood Capital Associates LLC | 44,480 | $1.27M | 0.18% | −11,510−20.6% | Reduced |
| Trust Co of Vermont | 44,689 | $1.28M | 0.09% | −15,433−25.7% | Reduced |
| Two Sigma Securities, LLC | 44,777 | $1.28M | 0.06% | +1,833+4.3% | Added |
| Welch & Forbes LLC | 45,289 | $1.30M | 0.02% | −4,452−9.0% | Reduced |
| Blair William & Co | 45,360 | $1.30M | 0.00% | +4,972+12.3% | Added |
| Patten Group, Inc. | 45,746 | $1.31M | 0.39% | −1,283−2.7% | Reduced |
| Trust Co of Toledo NA | 45,851 | $1.31M | 0.26% | −5,123−10.1% | Reduced |
| Pathway Financial Advisers, LLC | 45,898 | $1.31M | 0.54% | +45,898 | New |
| Empirical Finance, LLC | 46,095 | $1.32M | 0.10% | +4,643+11.2% | Added |
| Brooks, Moore & Associates, Inc. | 46,355 | $1.33M | 1.00% | −9,556−17.1% | Reduced |
| First Bank & Trust | 46,424 | $1.33M | 0.35% | +19,065+69.7% | Added |
| Signaturefd, LLC | 46,515 | $1.33M | 0.03% | −31−0.1% | Reduced |
| Ossiam | 46,554 | $1.33M | 0.02% | +24,351+109.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 46,807 | $1.34M | 0.29% | −4,919−9.5% | Reduced |
| Norinchukin Bank, The | 47,152 | $1.35M | 0.03% | −26,745−36.2% | Reduced |
| Delta Capital Management LLC | 47,295 | $1.35M | 1.01% | −960−2.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 47,341 | $1.35M | 0.05% | +424+0.9% | Added |
| Guardian Wealth Advisors, LLC | 48,083 | $1.38M | 0.23% | −3,193−6.2% | Reduced |
| Bailard, Inc. | 48,083 | $1.38M | 0.05% | −130.0% | Reduced |
| Citizens & Northern Corp | 48,112 | $1.38M | 0.55% | +1,025+2.2% | Added |
| Marotta Asset Management | 48,175 | $1.38M | 0.32% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 48,493 | $1.39M | 0.12% | +31,441+184.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 48,577 | $1.39M | 0.11% | +765+1.6% | Added |
| ZWJ Investment Counsel Inc | 48,863 | $1.40M | 0.08% | −8,395−14.7% | Reduced |
| FinTrust Capital Advisors, LLC | 49,082 | $1.40M | 0.31% | +3,083+6.7% | Added |
| Savant Capital, LLC | 49,310 | $1.41M | 0.02% | +23,808+93.4% | Added |
| SeaCrest Wealth Management, LLC | 49,429 | $1.41M | 0.18% | +1,023+2.1% | Added |
| Marco Investment Management LLC | 50,049 | $1.43M | 0.16% | −7,227−12.6% | Reduced |
| Valley National Advisers Inc | 50,138 | $1.44M | 0.25% | −955−1.9% | Reduced |
| Waddell & Associates, LLC | 50,419 | $1.44M | 0.21% | +783+1.6% | Added |
| Galibier Capital Management Ltd. | 50,758 | $1.45M | 0.32% | −3,747−6.9% | Reduced |
| Longfellow Investment Management Co LLC | 50,811 | $1.45M | 0.38% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 51,076 | $1.46M | 0.98% | +1,660+3.4% | Added |
| Culbertson A N & Co Inc | 51,269 | $1.47M | 0.29% | −421−0.8% | Reduced |
| Cornerstone Advisors, LLC | 51,400 | $1.47M | 0.07% | +51,400 | New |
| Glenmede Trust Co NA | 51,512 | $1.47M | 0.01% | +8,482+19.7% | Added |
| Ronald Blue Trust, Inc. | 48,715 | $1.48M | 0.02% | −484−1.0% | Reduced |
| Argyle Capital Management Inc. | 52,050 | $1.49M | 0.55% | +2,600+5.3% | Added |
| Aptus Capital Advisors, LLC | 52,379 | $1.50M | 0.04% | +90.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 55,161 | $1.51M | 0.20% | −1,733−3.0% | Reduced |
| Arvest Trust Co N A | 52,680 | $1.51M | 0.10% | −758−1.4% | Reduced |
| Toroso Investments, LLC | 52,759 | $1.51M | 0.05% | +3,732+7.6% | Added |
| North Star Investment Management Corp. | 52,812 | $1.51M | 0.13% | −2,980−5.3% | Reduced |
| Equitable Trust Co | 53,337 | $1.53M | 0.13% | +2,492+4.9% | Added |
| Laurel Wealth Advisors LLC | 54,056 | $1.55M | 0.33% | −1,750−3.1% | Reduced |
| JustInvest LLC | 54,566 | $1.56M | 0.05% | −6,886−11.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 54,941 | $1.57M | 0.03% | −2,859−4.9% | Reduced |
| Rather & Kittrell, Inc. | 54,996 | $1.57M | 0.63% | +270.0% | Added |
| Wellington Shields Capital Management, LLC | 55,055 | $1.58M | 0.21% | +55,055 | New |
| Easterly Investment Partners LLC | 55,094 | $1.58M | 0.17% | −604,060−91.6% | Reduced |
| Metropolitan Life Insurance Co | 55,109 | $1.58M | 0.08% | −2,934−5.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 55,504 | $1.59M | 0.02% | +1,917+3.6% | Added |
| First American Bank | 55,767 | $1.60M | 0.14% | −79−0.1% | Reduced |
| Principle Wealth Partners LLC | 55,769 | $1.60M | 0.16% | +41,069+279.4% | Added |
| Moody National Bank Trust Division | 57,152 | $1.64M | 0.11% | +17,464+44.0% | Added |
| Salomon & Ludwin, LLC | 57,795 | $1.65M | 0.17% | −291−0.5% | Reduced |
| Metis Global Partners, LLC | 58,675 | $1.68M | 0.08% | +9,745+19.9% | Added |
| Capital International Inc | 58,845 | $1.68M | 0.03% | −421−0.7% | Reduced |
| Proquility Private Wealth Partners, LLC | 59,220 | $1.69M | 0.69% | −1,341−2.2% | Reduced |