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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 2,759 | $78.9K | 0.00% | +58+2.1% | Added |
| Caldwell Sutter Capital, Inc. | 2,709 | $77.5K | 0.04% | +386+16.6% | Added |
| AdvisorNet Financial, Inc | 2,679 | $76.6K | 0.01% | −1,000−27.2% | Reduced |
| Clear Investment Research, LLC | 2,677 | $76.6K | 0.13% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,587 | $74.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,563 | $73.0K | 0.02% | −131−4.9% | Reduced |
| Gables Capital Management Inc. | 2,531 | $72.4K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,517 | $72.0K | 0.01% | +576+29.7% | Added |
| JJJ Advisors Inc. | 2,497 | $71.4K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,366 | $67.7K | 0.01% | +294+14.2% | Added |
| United Community Bank | 2,343 | $67.0K | 0.03% | −1,267−35.1% | Reduced |
| Quent Capital, LLC | 2,305 | $65.9K | 0.01% | −498−17.8% | Reduced |
| First PREMIER Bank | 2,194 | $63.0K | 0.02% | +654+42.5% | Added |
| Larson Financial Group LLC | 2,192 | $62.7K | 0.01% | +6+0.3% | Added |
| Sittner & Nelson, LLC | 2,175 | $62.2K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,001 | $57.2K | 0.02% | −1,529−43.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1,994 | $57.0K | 0.01% | −309−13.4% | Reduced |
| Chesapeake Asset Management LLC | 1,984 | $56.8K | 0.06% | −11,200−85.0% | Reduced |
| IMA Wealth, Inc. | 1,961 | $56.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,921 | $55.0K | 0.00% | −471−19.7% | Reduced |
| Providence Capital Advisors, LLC | 1,857 | $53.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,846 | $52.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,824 | $52.2K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,792 | $51.3K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,747 | $50.0K | 0.02% | +8+0.5% | Added |
| Highlander Capital Management, LLC | 1,680 | $48.0K | 0.02% | +400+31.3% | Added |
| Abound Wealth Management | 1,647 | $47.1K | 0.02% | +53+3.3% | Added |
| Cedar Wealth Management, LLC | 1,600 | $45.8K | 0.02% | +1,600 | New |
| First Financial Corp | 1,589 | $45.5K | 0.03% | +120+8.2% | Added |
| Stephens Consulting, LLC | 1,555 | $44.5K | 0.02% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,536 | $43.9K | 0.05% | +1,536 | New |
| GW&K Investment Management, LLC | 1,476 | $42.0K | 0.00% | +34+2.4% | Added |
| Macroview Investment Management LLC | 1,406 | $40.2K | 0.05% | +15+1.1% | Added |
| Arrow Financial Corp | 1,400 | $40.1K | 0.00% | −75−5.1% | Reduced |
| Winch Advisory Services, LLC | 1,401 | $40.0K | 0.01% | −63−4.3% | Reduced |
| Optimum Investment Advisors | 1,371 | $39.2K | 0.02% | −2,024−59.6% | Reduced |
| GeoWealth Management, LLC | 1,357 | $38.0K | 0.00% | +1,357 | New |
| American State Bank (Iowa) | 1,294 | $37.0K | 0.03% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 1,251 | $35.8K | 0.03% | +1,251 | New |
| PFG Private Wealth Management, LLC | 1,218 | $34.8K | 0.03% | −1,221−50.1% | Reduced |
| Tyler-Stone Wealth Management | 1,165 | $33.0K | 0.02% | +1,165 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,096 | $32.8K | 0.00% | −350−24.2% | Reduced |
| Versant Capital Management, Inc | 1,140 | $32.6K | 0.01% | −9−0.8% | Reduced |
| Operose Advisors LLC | 1,100 | $31.5K | 0.01% | +1,100 | New |
| Proffitt & Goodson Inc | 1,093 | $31.3K | 0.01% | −1,627−59.8% | Reduced |
| Paradigm Asset Management Co LLC | 1,083 | $31.0K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 1,080 | $30.9K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 1,036 | $29.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,023 | $29.3K | 0.00% | −41−3.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,022 | $29.2K | 0.00% | +54+5.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,010 | $29.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,000 | $28.6K | 0.01% | +200+25.0% | Added |
| Westside Investment Management, Inc. | 994 | $28.4K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1,009 | $28.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 965 | $27.6K | 0.01% | −16−1.6% | Reduced |
| Manchester Capital Management LLC | 907 | $25.9K | 0.00% | −2,627−74.3% | Reduced |
| Ofi Invest Asset Management | 946 | $25.6K | 0.00% | +946 | New |
| Horizons Wealth Management | 853 | $24.4K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 849 | $24.3K | 0.04% | −200−19.1% | Reduced |
| Bank of New Hampshire | 817 | $23.4K | 0.01% | −675−45.2% | Reduced |
| Hexagon Capital Partners LLC | 800 | $22.9K | 0.01% | −386−32.5% | Reduced |
| Core Alternative Capital | 775 | $22.2K | 0.00% | −41−5.0% | Reduced |
| Earnest Partners LLC | 745 | $21.3K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 742 | $21.2K | 0.01% | −700−48.5% | Reduced |
| Tradition Wealth Management, LLC | 732 | $21.0K | 0.00% | +85+13.1% | Added |
| Laffer Tengler Investments | 724 | $20.7K | 0.01% | +724 | New |
| Column Capital Advisors, LLC | 705 | $20.2K | 0.00% | −1−0.1% | Reduced |
| Andra AP-fonden | 700 | $20.0K | 0.00% | −73,300−99.1% | Reduced |
| Hanson & Doremus Investment Management | 683 | $20.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 699 | $20.0K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 707 | $19.9K | 0.00% | +677+2,256.7% | Added |
| Beacon Capital Management, LLC | 645 | $19.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 669 | $19.1K | 0.00% | −113−14.5% | Reduced |
| Headlands Technologies LLC | 664 | $19.0K | 0.01% | +664 | New |
| Clear Street Markets LLC | 600 | $17.0K | 0.01% | −1,740−74.4% | Reduced |
| First Command Advisory Services, Inc. | 585 | $16.7K | 0.00% | +585 | New |
| Global Financial Private Client, LLC | 602 | $16.6K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 568 | $16.3K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 558 | $16.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 538 | $15.4K | 0.01% | −707−56.8% | Reduced |
| AllSquare Wealth Management LLC | 513 | $14.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 505 | $14.4K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 491 | $14.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 487 | $14.0K | 0.00% | +303+164.7% | Added |
| Armstrong Advisory Group, Inc | 482 | $13.8K | 0.00% | −95−16.5% | Reduced |
| St Germain D J Co Inc | 480 | $13.7K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 457 | $13.1K | 0.01% | −24−5.0% | Reduced |
| City State Bank | 453 | $13.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 444 | $12.7K | 0.00% | −36−7.5% | Reduced |
| Baystate Wealth Management LLC | 432 | $12.4K | 0.00% | +80+22.7% | Added |
| Northwest Capital Management Inc | 424 | $12.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 436 | $12.0K | 0.00% | −112,078−99.6% | Reduced |
| FSC Wealth Advisors, LLC | 401 | $11.5K | 0.01% | +401 | New |
| ORG Partners LLC | 399 | $11.4K | 0.00% | −2,652−86.9% | Reduced |
| NewSquare Capital LLC | 393 | $11.2K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 388 | $11.1K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 388 | $11.0K | 0.00% | −55−12.4% | Reduced |
| Maryland Capital Advisors Inc. | 372 | $10.6K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $10.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 357 | $10.2K | 0.00% | +91+34.2% | Added |