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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 59,626 | $1.71M | 0.18% | −63,402−51.5% | Reduced |
| Goelzer Investment Management, Inc. | 60,255 | $1.72M | 0.12% | −116−0.2% | Reduced |
| Venture Visionary Partners LLC | 60,501 | $1.73M | 0.10% | −100,351−62.4% | Reduced |
| Versor Investments LP | 60,700 | $1.74M | 0.35% | +60,700 | New |
| Benjamin F. Edwards & Company, Inc. | 60,939 | $1.74M | 0.07% | +4,737+8.4% | Added |
| Stratos Wealth Partners, LTD. | 61,154 | $1.75M | 0.04% | +2,781+4.8% | Added |
| River Wealth Advisors LLC | 61,400 | $1.76M | 0.31% | −1,197−1.9% | Reduced |
| Iowa State Bank | 61,594 | $1.76M | 0.46% | +511+0.8% | Added |
| Achmea Investment Management B.V. | 61,630 | $1.76M | 0.04% | −4,674−7.0% | Reduced |
| Cetera Advisors LLC | 61,736 | $1.77M | 0.03% | +4,821+8.5% | Added |
| Axxcess Wealth Management, LLC | 62,045 | $1.78M | 0.06% | +22,608+57.3% | Added |
| Peloton Wealth Strategists | 62,200 | $1.78M | 0.82% | +1,575+2.6% | Added |
| Cramer Rosenthal McGlynn LLC | 62,423 | $1.79M | 0.10% | −34,399−35.5% | Reduced |
| Jones Financial Companies LLLP | 63,104 | $1.81M | 0.00% | −62,638−49.8% | Reduced |
| Ostrum Asset Management | 63,378 | $1.81M | 0.17% | −13,357−17.4% | Reduced |
| Redwood Investment Management, LLC | 63,603 | $1.82M | 0.16% | +63,603 | New |
| Umb Bank N A | 63,706 | $1.82M | 0.03% | −8,254−11.5% | Reduced |
| Lee Danner & Bass Inc | 63,900 | $1.83M | 0.17% | −400−0.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 63,919 | $1.83M | 0.14% | +1,142+1.8% | Added |
| Moors & Cabot, Inc. | 64,177 | $1.84M | 0.12% | +2,088+3.4% | Added |
| Triangle Securities Wealth Management | 64,357 | $1.84M | 0.65% | +1,006+1.6% | Added |
| Camden National Bank | 64,373 | $1.84M | 0.38% | +145+0.2% | Added |
| Interval Partners, LP | 64,404 | $1.84M | 0.08% | −180,596−73.7% | Reduced |
| Ahl Investment Management, Inc. | 64,519 | $1.85M | 1.64% | +4,350+7.2% | Added |
| Crossmark Global Holdings, Inc. | 64,005 | $1.87M | 0.04% | −2,871−4.3% | Reduced |
| Warren Averett Asset Management, LLC | 65,948 | $1.89M | 0.08% | +21,660+48.9% | Added |
| Commonwealth Retirement Investments LLC | 66,204 | $1.89M | 1.09% | +2,456+3.9% | Added |
| Edgestream Partners, L.P. | 66,805 | $1.91M | 0.15% | +27,683+70.8% | Added |
| Bahl & Gaynor Inc | 66,817 | $1.91M | 0.01% | −6,053,981−98.9% | Reduced |
| Gator Capital Management, LLC | 67,099 | $1.92M | 1.36% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 67,232 | $1.92M | 0.05% | −8,435−11.1% | Reduced |
| Lincoln National Corp | 67,269 | $1.92M | 0.04% | +7,264+12.1% | Added |
| Prospera Financial Services Inc | 68,341 | $1.96M | 0.08% | +14,560+27.1% | Added |
| Capital Investment Counsel, Inc | 68,709 | $1.97M | 0.40% | −212−0.3% | Reduced |
| Fulton Bank, N.A. | 68,775 | $1.97M | 0.10% | +5,061+7.9% | Added |
| First Hawaiian Bank | 68,856 | $1.97M | 0.07% | +14,934+27.7% | Added |
| New Mexico Educational Retirement Board | 69,288 | $1.98M | 0.08% | +4,800+7.4% | Added |
| La Banque Postale Asset Management SA | 70,049 | $2.00M | 0.04% | +7,988+12.9% | Added |
| Alaska Permanent Fund Corp | 71,500 | $2.05M | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 71,753 | $2.05M | 0.00% | −5,977−7.7% | Reduced |
| United Bank | 71,961 | $2.06M | 1.23% | +713+1.0% | Added |
| Edmp, Inc. | 72,268 | $2.07M | 2.11% | −5,074−6.6% | Reduced |
| Caption Management, LLC | 72,730 | $2.08M | 0.27% | +72,730 | New |
| Verdence Capital Advisors LLC | 73,106 | $2.09M | 0.23% | +11,310+18.3% | Added |
| Fort Pitt Capital Group, LLC | 74,185 | $2.12M | 0.08% | +7,488+11.2% | Added |
| Everence Capital Management Inc | 74,690 | $2.14M | 0.17% | +24,930+50.1% | Added |
| Wright Investors Service Inc | 75,778 | $2.17M | 0.63% | +75,778 | New |
| Integrated Wealth Concepts LLC | 75,967 | $2.17M | 0.04% | +816+1.1% | Added |
| King Luther Capital Management Corp | 76,017 | $2.17M | 0.01% | −3,423−4.3% | Reduced |
| Kingsview Wealth Management, LLC | 76,132 | $2.18M | 0.08% | −24,789−24.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 76,002 | $2.18M | 0.03% | −27,614−26.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 76,499 | $2.19M | 0.00% | −11,263−12.8% | Reduced |
| Hengehold Capital Management LLC | 76,835 | $2.20M | 0.29% | −1,663−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 77,087 | $2.21M | 0.07% | −23,941−23.7% | Reduced |
| Concord Wealth Partners | 77,747 | $2.22M | 0.47% | −18,298−19.1% | Reduced |
| JT Stratford LLC | 79,044 | $2.26M | 0.58% | +1,553+2.0% | Added |
| Beese Fulmer Investment Management, Inc. | 79,836 | $2.28M | 0.26% | +5,855+7.9% | Added |
| Cary Street Partner Investment Advisory LLC | 79,895 | $2.29M | 0.12% | +4,872+6.5% | Added |
| Anchor Investment Management, LLC | 80,134 | $2.29M | 0.30% | +2,899+3.8% | Added |
| Huntington National Bank | 80,250 | $2.30M | 0.02% | +16,088+25.1% | Added |
| Kestra Private Wealth Services, LLC | 80,493 | $2.30M | 0.07% | +1,461+1.8% | Added |
| Private Advisor Group, LLC | 80,516 | $2.30M | 0.02% | +21,149+35.6% | Added |
| HB Wealth Management, LLC | 80,545 | $2.30M | 0.04% | −660−0.8% | Reduced |
| Louisiana State Employees Retirement System | 82,500 | $2.36M | 0.05% | +100+0.1% | Added |
| Sandhill Capital Partners LLC | 83,197 | $2.38M | 0.22% | +1,604+2.0% | Added |
| Fiduciary Alliance LLC | 85,158 | $2.44M | 0.56% | −155−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 85,233 | $2.44M | 0.04% | +40,596+90.9% | Added |
| Kavar Capital Partners Group, LLC | 85,325 | $2.44M | 0.53% | −587−0.7% | Reduced |
| Arbor Investment Advisors, LLC | 85,579 | $2.45M | 0.43% | +19,740+30.0% | Added |
| Imprint Wealth LLC | 85,588 | $2.45M | 2.07% | −4,250−4.7% | Reduced |
| Moloney Securities Asset Management, LLC | 85,739 | $2.45M | 0.44% | −1,086−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 86,492 | $2.47M | 0.03% | +49,503+133.8% | Added |
| BancorpSouth Bank | 87,953 | $2.52M | 0.22% | −5,831−6.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 90,224 | $2.58M | 0.61% | +6,879+8.3% | Added |
| Community Bank, N.A. | 90,947 | $2.60M | 0.36% | −547−0.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 91,310 | $2.61M | 0.72% | +55,588+155.6% | Added |
| National Asset Management, Inc. | 91,666 | $2.62M | 0.07% | +7,728+9.2% | Added |
| Level Four Advisory Services, LLC | 92,253 | $2.64M | 0.17% | −21,530−18.9% | Reduced |
| Hartford Investment Management Co | 93,648 | $2.68M | 0.11% | −350−0.4% | Reduced |
| Wealthfront Advisers LLC | 93,781 | $2.68M | 0.01% | +20,596+28.1% | Added |
| Am Investment Strategies LLC | 94,186 | $2.69M | 0.88% | −1,111−1.2% | Reduced |
| Sound Income Strategies, LLC | 94,852 | $2.71M | 0.23% | +8,618+10.0% | Added |
| GTS Securities LLC | 94,861 | $2.71M | 0.06% | −22,105−18.9% | Reduced |
| Securian Asset Management, Inc | 95,585 | $2.73M | 0.08% | −13,075−12.0% | Reduced |
| MainStreet Investment Advisors LLC | 96,039 | $2.75M | 0.32% | −383−0.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 96,194 | $2.75M | 0.26% | +96,194 | New |
| TD Private Client Wealth LLC | 96,300 | $2.76M | 0.12% | −21,514−18.3% | Reduced |
| Pathstone Family Office, LLC | 97,317 | $2.79M | 0.02% | +44,659+84.8% | Added |
| Asio Capital, LLC | 98,224 | $2.81M | 0.75% | +40,158+69.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 98,588 | $2.82M | 0.06% | +35,000+55.0% | Added |
| Duality Advisers, LP | 99,140 | $2.84M | 0.34% | +99,140 | New |
| Semmax Financial Advisors Inc. | 95,140 | $2.84M | 1.14% | +95,140 | New |
| Continental Advisors LLC | 99,450 | $2.85M | 2.57% | +2,000+2.1% | Added |
| Stock Yards Bank & Trust Co | 99,907 | $2.86M | 0.11% | −8,063−7.5% | Reduced |
| Chartwell Investment Partners, LLC | 100,150 | $2.87M | 0.11% | −82−0.1% | Reduced |
| AMG National Trust Bank | 100,292 | $2.87M | 0.10% | +60,141+149.8% | Added |
| Maryland State Retirement & Pension System | 101,301 | $2.90M | 0.07% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 101,381 | $2.90M | 0.46% | +3,244+3.3% | Added |
| Sandy Spring Bank | 101,728 | $2.91M | 0.16% | −2,243−2.2% | Reduced |
| First National Trust Co | 102,604 | $2.94M | 0.14% | −7,832−7.1% | Reduced |