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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 7,767 | $222.2K | 0.01% | −599−7.2% | Reduced |
| Aldebaran Financial Inc. | 7,759 | $222.0K | 0.36% | +7,759 | New |
| Sentry Investment Management LLC | 7,709 | $221.0K | 0.11% | −1,606−17.2% | Reduced |
| Quantum Financial Advisors, LLC | 7,722 | $220.9K | 0.06% | +7,722 | New |
| Fiduciary Trust Co | 7,675 | $219.6K | 0.00% | −156−2.0% | Reduced |
| Systematic Financial Management LP | 7,659 | $219.1K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 7,650 | $218.9K | 0.13% | −102−1.3% | Reduced |
| Selective Wealth Management, Inc. | 8,048 | $218.7K | 0.12% | −367−4.4% | Reduced |
| Phillips Wealth Planners LLC | 7,791 | $218.6K | 0.30% | −4,458−36.4% | Reduced |
| Thoroughbred Financial Services, LLC | 7,644 | $218.0K | 0.02% | +7,644 | New |
| Madison Wealth Management | 7,616 | $217.9K | 0.05% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 7,603 | $217.5K | 0.11% | +7,603 | New |
| Terry L. Blaker | 7,592 | $217.2K | 0.02% | −1,899−20.0% | Reduced |
| Kingfisher Capital LLC | 7,493 | $214.0K | 0.06% | +38+0.5% | Added |
| Johnson Investment Counsel Inc | 7,468 | $213.7K | 0.00% | +7,468 | New |
| Silver Oak Securities, Inc | 7,446 | $213.0K | 0.05% | −1,413−15.9% | Reduced |
| Chemung Canal Trust Co | 7,425 | $212.4K | 0.05% | −3,987−34.9% | Reduced |
| Main Street Financial Solutions, LLC | 7,424 | $212.4K | 0.03% | −263−3.4% | Reduced |
| Echo Street Capital Management LLC | 7,385 | $211.3K | 0.00% | +7,385 | New |
| Geller Advisors LLC | 7,309 | $209.1K | 0.02% | −309−4.1% | Reduced |
| Morris Financial Concepts, Inc. | 7,294 | $208.7K | 0.14% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 7,261 | $207.7K | 0.24% | −67−0.9% | Reduced |
| Quadrant Capital Group LLC | 7,247 | $207.3K | 0.02% | −2,113−22.6% | Reduced |
| Day & Ennis, LLC | 7,214 | $206.4K | 0.08% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 7,201 | $206.0K | 0.13% | +7,201 | New |
| Mountain Pacific Investment Advisers Inc | 7,178 | $205.4K | 0.01% | −1,405−16.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 7,137 | $204.0K | 0.01% | −324,471−97.8% | Reduced |
| PFG Investments, LLC | 7,123 | $203.8K | 0.04% | +7,123 | New |
| KCM Investment Advisors LLC | 7,100 | $203.1K | 0.01% | −2,964−29.5% | Reduced |
| MAI Capital Management | 7,086 | $202.7K | 0.00% | −1,305−15.6% | Reduced |
| Cutler Capital Management, LLC | 7,084 | $202.7K | 0.09% | +7,084 | New |
| Northern Financial Advisors Inc | 7,059 | $202.0K | 0.18% | −28−0.4% | Reduced |
| Westover Capital Advisors, LLC | 7,059 | $202.0K | 0.07% | −12,348−63.6% | Reduced |
| Rehmann Capital Advisory Group | 7,049 | $201.7K | 0.02% | −2,937−29.4% | Reduced |
| Lafayette Investments, Inc. | 7,045 | $201.6K | 0.05% | −100−1.4% | Reduced |
| Tobam | 7,025 | $201.0K | 0.02% | +158+2.3% | Added |
| Occidental Asset Management, LLC | 6,991 | $200.0K | 0.05% | −76−1.1% | Reduced |
| CSM Advisors, LLC | 6,991 | $200.0K | 0.02% | −1,100−13.6% | Reduced |
| NSI Retail Advisors, LLC | 6,991 | $200.0K | 0.04% | −1,100−13.6% | Reduced |
| Bessemer Securities LLC | 6,966 | $199.0K | 0.28% | −9,430−57.5% | Reduced |
| Nemes Rush Group LLC | 6,787 | $194.2K | 0.04% | −225−3.2% | Reduced |
| HHM Wealth Advisors, LLC | 6,735 | $192.7K | 0.04% | +1,208+21.9% | Added |
| Dakota Community Bank & Trust NA | 6,651 | $190.3K | 1.21% | −390−5.5% | Reduced |
| Baldwin Brothers Inc | 6,556 | $187.6K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 6,315 | $180.7K | 0.17% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,219 | $177.9K | 0.02% | −2,870−31.6% | Reduced |
| Annapolis Financial Services, LLC | 6,215 | $177.8K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,173 | $176.6K | 0.04% | −736−10.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,172 | $176.6K | 0.10% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 6,105 | $174.7K | 0.00% | −37,350−86.0% | Reduced |
| AlphaMark Advisors, LLC | 6,044 | $173.0K | 0.07% | +34+0.6% | Added |
| Desjardins Global Asset Management Inc. | 6,024 | $172.4K | 0.02% | −6,118−50.4% | Reduced |
| Carolinas Wealth Consulting LLC | 5,696 | $161.6K | 0.04% | −4,995−46.7% | Reduced |
| Riverview Trust Co | 5,627 | $161.0K | 0.14% | +857+18.0% | Added |
| Carmichael Hill & Associates, Inc. | 5,597 | $160.1K | 0.08% | +1,450+35.0% | Added |
| Resurgent Financial Advisors LLC | 5,540 | $158.5K | 0.11% | +611+12.4% | Added |
| Sugarloaf Wealth Management, LLC | 5,520 | $157.9K | 0.04% | +12+0.2% | Added |
| Central Bank & Trust Co | 5,510 | $157.6K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5,500 | $157.0K | 0.03% | −37−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,453 | $156.0K | 0.01% | +2,093+62.3% | Added |
| Parallel Advisors, LLC | 5,413 | $154.9K | 0.01% | −509−8.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,179 | $148.2K | 0.00% | −7,645−59.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,035 | $144.0K | 0.08% | +5,035 | New |
| Harbour Investments, Inc. | 4,971 | $142.2K | 0.01% | −363−6.8% | Reduced |
| Covestor Ltd | 4,976 | $142.0K | 0.11% | +611+14.0% | Added |
| Cape Investment Advisory, Inc. | 4,849 | $138.7K | 0.08% | +335+7.4% | Added |
| Washington Trust Co | 4,847 | $138.7K | 0.01% | −14,755−75.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,723 | $135.1K | 0.11% | +1,594+50.9% | Added |
| Horizon Bancorp Inc | 4,725 | $135.0K | 0.09% | +4,042+591.8% | Added |
| Sunbelt Securities, Inc. | 4,692 | $134.2K | 0.02% | +2,177+86.6% | Added |
| Hartford Financial Management Inc. | 4,555 | $130.3K | 0.03% | −913−16.7% | Reduced |
| MV Capital Management, Inc. | 4,524 | $129.4K | 0.02% | +205+4.7% | Added |
| Transamerica Financial Advisors, Inc. | 4,305 | $124.0K | 0.02% | +60+1.4% | Added |
| West Paces Advisors Inc. | 4,268 | $122.1K | 0.04% | −11,733−73.3% | Reduced |
| Bollard Group LLC | 4,090 | $117.0K | 0.00% | −127−3.0% | Reduced |
| Mechanics Financial Corp | 4,045 | $115.7K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,005 | $114.6K | 0.06% | +110+2.8% | Added |
| Ci Investments Inc. | 3,868 | $111.0K | 0.00% | +171+4.6% | Added |
| Venturi Wealth Management, LLC | 3,820 | $109.3K | 0.01% | −700−15.5% | Reduced |
| Capital Analysts, LLC | 3,690 | $106.0K | 0.01% | +2,627+247.1% | Added |
| Toth Financial Advisory Corp | 3,670 | $105.0K | 0.02% | −125−3.3% | Reduced |
| TD Waterhouse Canada Inc. | 3,540 | $103.3K | 0.00% | +276+8.5% | Added |
| Alta Advisers Ltd | 3,600 | $103.0K | 0.06% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,589 | $101.0K | 0.00% | −9,051−71.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,516 | $100.6K | 0.05% | +108+3.2% | Added |
| One River Asset Management, LLC | 3,503 | $98.4K | 0.05% | +665+23.4% | Added |
| Castleview Partners, LLC | 3,337 | $95.5K | 0.09% | +3,205+2,428.0% | Added |
| First Manhattan Co | 3,276 | $93.7K | 0.00% | −4,382−57.2% | Reduced |
| Oakworth Capital, Inc. | 3,271 | $93.6K | 0.01% | −629−16.1% | Reduced |
| Washington Trust Advisors, Inc. | 3,166 | $90.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,150 | $90.1K | 0.04% | −5−0.2% | Reduced |
| Johnson Financial Group, Inc. | 3,030 | $86.7K | 0.01% | +677+28.8% | Added |
| Tompkins Financial Corp | 3,005 | $86.0K | 0.01% | −75−2.4% | Reduced |
| Wellington Shields & Co., LLC | 3,000 | $85.8K | 0.02% | +3,000 | New |
| Glassman Wealth Services | 2,963 | $84.8K | 0.01% | −1,850−38.4% | Reduced |
| Smithfield Trust Co | 2,976 | $84.0K | 0.01% | −201−6.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,877 | $82.3K | 0.01% | −63−2.1% | Reduced |
| Western Pacific Wealth Management, LP | 2,840 | $81.3K | 0.07% | −428−13.1% | Reduced |
| CKW Financial Group | 2,800 | $80.0K | 0.01% | +1,600+133.3% | Added |
| Lindbrook Capital, LLC | 2,775 | $79.4K | 0.01% | −2,563−48.0% | Reduced |