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 |
|---|---|---|---|---|---|
| Klingman & Associates, LLC | 10,551 | $301.9K | 0.02% | −303−2.8% | Reduced |
| Boltwood Capital Management | 10,500 | $300.4K | 0.11% | +2,820+36.7% | Added |
| Canandaigua National Bank & Trust Co | 10,465 | $299.4K | 0.05% | +1,010+10.7% | Added |
| Dorsey & Whitney Trust CO LLC | 10,457 | $299.2K | 0.03% | +1,741+20.0% | Added |
| Keudell/Morrison Wealth Management | 10,451 | $299.0K | 0.09% | +3,501+50.4% | Added |
| Grey Street Capital, LLC | 10,385 | $297.1K | 0.17% | 00.0% | Unchanged |
| Ellevest, Inc. | 10,370 | $296.7K | 0.02% | +10,370 | New |
| Continuum Advisory, LLC | 10,370 | $296.7K | 0.05% | +30.0% | Added |
| Successful Portfolios LLC | 10,322 | $295.3K | 0.26% | +518+5.3% | Added |
| Cobblestone Capital Advisors LLC | 10,305 | $294.8K | 0.02% | −1,169−10.2% | Reduced |
| Triad Financial Advisors, Inc. | 10,207 | $292.0K | 0.10% | −110−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 10,182 | $291.0K | 0.02% | −1,579−13.4% | Reduced |
| Naples Global Advisors, LLC | 10,154 | $290.5K | 0.04% | +2,920+40.4% | Added |
| ForthRight Wealth Management, LLC | 10,135 | $290.0K | 0.12% | +61+0.6% | Added |
| Abacus Planning Group, Inc. | 10,125 | $289.7K | 0.07% | +53+0.5% | Added |
| McKinley Carter Wealth Services, Inc. | 10,078 | $288.3K | 0.02% | +7+0.1% | Added |
| Centennial Wealth Advisory LLC | 10,047 | $287.4K | 0.15% | −40.0% | Reduced |
| Capital City Trust Co | 10,013 | $286.5K | 0.09% | −290−2.8% | Reduced |
| Stone Point Wealth LLC | 10,000 | $286.1K | 0.12% | −1,100−9.9% | Reduced |
| American Assets Inc | 10,000 | $286.1K | 0.13% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 10,052 | $285.6K | 0.13% | −876−8.0% | Reduced |
| Equitable Holdings, Inc. | 9,944 | $284.5K | 0.00% | −9,600−49.1% | Reduced |
| Guyasuta Investment Advisors Inc | 9,942 | $284.4K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 9,914 | $283.6K | 0.01% | +419+4.4% | Added |
| Cypress Capital Group | 9,850 | $281.8K | 0.04% | −792−7.4% | Reduced |
| Centaurus Financial, Inc. | 9,806 | $281.0K | 0.02% | +241+2.5% | Added |
| Crawford Investment Counsel Inc | 9,808 | $280.6K | 0.01% | 00.0% | Unchanged |
| 1st Source Bank | 9,759 | $279.2K | 0.02% | +1,950+25.0% | Added |
| Checchi Capital Advisers, LLC | 9,719 | $278.1K | 0.03% | +836+9.4% | Added |
| Grant/GrossMendelsohn, LLC | 9,708 | $277.7K | 0.12% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 9,696 | $277.4K | 0.08% | −10,311−51.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,642 | $275.8K | 0.09% | −198−2.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,262 | $273.0K | 0.10% | +6,262 | New |
| Prelude Capital Management, LLC | 9,520 | $272.4K | 0.02% | −2,221−18.9% | Reduced |
| IFP Advisors, Inc | 9,510 | $272.1K | 0.01% | −4,013−29.7% | Reduced |
| Uncommon Cents Investing LLC | 9,499 | $271.8K | 0.10% | +9,499 | New |
| Alliance Wealth Advisors, LLC | 9,448 | $270.3K | 0.20% | +233+2.5% | Added |
| Coastal Investment Advisors, Inc. | 8,896 | $270.0K | 0.06% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 9,419 | $269.5K | 0.03% | +1,696+22.0% | Added |
| Augustine Asset Management Inc | 9,413 | $269.3K | 0.12% | +9,413 | New |
| Applied Finance Capital Management, LLC | 9,367 | $268.0K | 0.03% | +1,570+20.1% | Added |
| Maven Securities LTD | 9,360 | $267.8K | 0.03% | −5,440−36.8% | Reduced |
| Everett Harris & Co | 9,351 | $267.5K | 0.00% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 9,333 | $267.0K | 0.05% | +13+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,305 | $266.0K | 0.03% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 9,297 | $266.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 9,233 | $264.2K | 0.04% | −3,442−27.2% | Reduced |
| Quantinno Capital Management LP | 9,211 | $264.0K | 0.01% | −5,321−36.6% | Reduced |
| Cypress Wealth Services, LLC | 9,175 | $262.5K | 0.07% | 00.0% | Unchanged |
| BIP Wealth, LLC | 9,137 | $261.4K | 0.02% | −362−3.8% | Reduced |
| Summit Asset Management, LLC | 9,122 | $261.0K | 0.07% | +20+0.2% | Added |
| Parthenon LLC | 9,112 | $260.7K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 9,083 | $259.9K | 0.09% | 00.0% | Unchanged |
| Invesco, LLC | 9,072 | $259.6K | 0.13% | −212−2.3% | Reduced |
| Horizon Investments, LLC | 9,227 | $259.5K | 0.01% | +248+2.8% | Added |
| HBK Sorce Advisory LLC | 9,059 | $259.2K | 0.01% | −1,860−17.0% | Reduced |
| Hayek Kallen Investment Management | 9,047 | $259.0K | 0.12% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 9,049 | $258.9K | 0.18% | −788−8.0% | Reduced |
| LexAurum Advisors, LLC | 9,013 | $257.9K | 0.08% | +9,013 | New |
| Kovack Advisors, Inc. | 9,002 | $257.5K | 0.04% | +463+5.4% | Added |
| Waycross Partners, LLC | 9,000 | $257.5K | 0.06% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 8,946 | $255.9K | 0.01% | −789−8.1% | Reduced |
| Enterprise Financial Services Corp | 8,919 | $255.2K | 0.18% | −707−7.3% | Reduced |
| Aprio Wealth Management, LLC | 8,882 | $254.1K | 0.07% | −1,319−12.9% | Reduced |
| Pinnacle Holdings, LLC | 8,867 | $253.7K | 0.12% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 8,812 | $252.1K | 0.02% | −7,577−46.2% | Reduced |
| Radnor Capital Management, LLC | 8,732 | $250.0K | 0.05% | −2,280−20.7% | Reduced |
| Thrive Capital Management, LLC | 8,717 | $249.4K | 0.14% | −33−0.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,690 | $249.0K | 0.01% | +64+0.7% | Added |
| Institute for Wealth Management, LLC. | 8,696 | $248.8K | 0.05% | −84−1.0% | Reduced |
| Biltmore Family Office, LLC | 8,681 | $248.4K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 8,675 | $248.2K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 8,641 | $247.2K | 0.01% | −3,624−29.5% | Reduced |
| Asset Dedication, LLC | 8,584 | $247.0K | 0.02% | −94−1.1% | Reduced |
| Fisher Asset Management, LLC | 8,627 | $246.8K | 0.00% | −4,974−36.6% | Reduced |
| Nwam LLC | 8,615 | $246.5K | 0.03% | +55+0.6% | Added |
| CIBC World Markets Inc. | 8,586 | $246.0K | 0.00% | −70,855−89.2% | Reduced |
| Birmingham Capital Management Co Inc | 8,544 | $244.4K | 0.10% | +335+4.1% | Added |
| Canton Hathaway, LLC | 8,516 | $244.0K | 0.08% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 8,518 | $243.7K | 0.06% | +193+2.3% | Added |
| Shelton Capital Management | 8,477 | $242.5K | 0.01% | −800−8.6% | Reduced |
| Malaga Cove Capital, LLC | 8,439 | $241.4K | 0.11% | +8,439 | New |
| Altrius Capital Management Inc | 8,431 | $241.2K | 0.07% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,416 | $240.8K | 0.09% | −224−2.6% | Reduced |
| Octavia Wealth Advisors, LLC | 8,276 | $236.8K | 0.05% | +8,276 | New |
| NinePointTwo Capital | 8,266 | $236.0K | 0.10% | +8,266 | New |
| EP Wealth Advisors, LLC | 8,229 | $235.4K | 0.00% | −75,265−90.1% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $234.8K | 0.09% | +8,208 | New |
| Peachtree Investment Partners, LLC | 8,165 | $233.6K | 0.12% | −298−3.5% | Reduced |
| WBH Advisory Inc | 8,109 | $232.0K | 0.03% | −4,527−35.8% | Reduced |
| Avaii Wealth Management, LLC | 8,099 | $231.7K | 0.18% | +8,099 | New |
| TownSquare Capital, LLC | 8,032 | $229.8K | 0.00% | −142,787−94.7% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $228.9K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 7,985 | $228.4K | 0.01% | −11,856−59.8% | Reduced |
| Aspire Private Capital, LLC | 7,962 | $227.8K | 0.07% | +1,308+19.7% | Added |
| Sage Mountain Advisors LLC | 7,960 | $227.7K | 0.03% | +236+3.1% | Added |
| Wagner Wealth Management, LLC | 7,845 | $224.4K | 0.08% | −200−2.5% | Reduced |
| Abn Amro Investment Solutions | 7,816 | $223.6K | 0.00% | +7,816 | New |
| Conning Inc. | 7,815 | $223.6K | 0.01% | +370+5.0% | Added |
| Evermay Wealth Management LLC | 7,776 | $222.5K | 0.05% | +461+6.3% | Added |