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 |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 349 | $9.98K | 0.00% | −33−8.6% | Reduced |
| WR Wealth Planners, LLC | 336 | $9.63K | 0.00% | +4+1.2% | Added |
| Key Financial Inc | 318 | $9.10K | 0.00% | −176−35.6% | Reduced |
| Bangor Savings Bank | 316 | $9.04K | 0.00% | −8−2.5% | Reduced |
| TSFG, LLC | 303 | $9.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 311 | $8.90K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $8.58K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 300 | $8.58K | 0.00% | +300 | New |
| Centennial Bank | 299 | $8.55K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 297 | $8.50K | 0.00% | −8−2.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 292 | $8.35K | 0.00% | −1,153−79.8% | Reduced |
| Morton Brown Family Wealth, LLC | 275 | $7.87K | 0.00% | +4+1.5% | Added |
| Missouri Trust & Investment Co | 261 | $7.47K | 0.00% | −411−61.2% | Reduced |
| TCTC Holdings, LLC | 255 | $7.30K | 0.00% | −34−11.8% | Reduced |
| Global Trust Asset Management, LLC | 250 | $7.15K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 225 | $6.44K | 0.00% | 00.0% | Unchanged |
| Motco | 223 | $6.38K | 0.00% | −207−48.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 220 | $6.29K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 207 | $5.92K | 0.00% | +51+32.7% | Added |
| SOA Wealth Advisors, LLC. | 200 | $5.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 198 | $5.67K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 160 | $5.00K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 171 | $4.89K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 168 | $4.81K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 167 | $4.78K | 0.00% | −163−49.4% | Reduced |
| Quarry LP | 152 | $4.35K | 0.00% | +152 | New |
| Fortis Group Advisors, LLC | 150 | $4.29K | 0.00% | +150 | New |
| Arlington Partners LLC | 147 | $4.21K | 0.00% | −4,237−96.6% | Reduced |
| Arlington Trust Co LLC | 147 | $4.21K | 0.00% | +147 | New |
| Sit Investment Associates Inc | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 136 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 139 | $3.98K | 0.00% | +139 | New |
| Orion Capital Management LLC | 129 | $3.69K | 0.00% | +129 | New |
| Cornerstone Planning Group LLC | 123 | $3.52K | 0.00% | −51−29.3% | Reduced |
| Coppell Advisory Solutions LLC | 81 | $3.48K | 0.00% | −3,034−97.4% | Reduced |
| Cambridge Trust Co | 113 | $3.23K | 0.00% | −287−71.8% | Reduced |
| Coston, McIsaac & Partners | 114 | $3.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 156 | $3.00K | 0.00% | +103+194.3% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $2.86K | 0.00% | −239−70.5% | Reduced |
| Johnson Midwest Financial, LLC | 100 | $2.86K | 0.01% | +100 | New |
| DT Investment Partners, LLC | 88 | $2.52K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 80 | $2.29K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 79 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 78 | $2.23K | 0.00% | −2−2.5% | Reduced |
| Tucker Asset Management LLC | 78 | $2.23K | 0.00% | +78 | New |
| Atlas Capital Advisors LLC | 68 | $1.95K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 63 | $1.81K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 63 | $1.80K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 60 | $1.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 60 | $1.72K | 0.00% | +20+50.0% | Added |
| Buck Wealth Strategies, LLC | 55 | $1.57K | 0.00% | +1+1.9% | Added |
| Front Row Advisors LLC | 55 | $1.57K | 0.00% | +55 | New |
| Estabrook Capital Management | 53 | $1.52K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 51 | $1.46K | 0.00% | +3+6.3% | Added |
| Addison Advisors LLC | 46 | $1.32K | 0.00% | +46 | New |
| JNBA Financial Advisors | 42 | $1.20K | 0.00% | +42 | New |
| Lazard Asset Management LLC | 50 | $1.00K | 0.00% | −10,638−99.5% | Reduced |
| PrairieView Partners, LLC | 37 | $1.00K | 0.00% | −76−67.3% | Reduced |
| ClariVest Asset Management LLC | 22 | $1.00K | 0.00% | +22 | New |
| USA Financial Portformulas Corp | 32 | $916 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $858 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 27 | $773 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 22 | $629 | 0.00% | +22 | New |
| Perkins Coie Trust Co | 18 | $514 | 0.00% | +18 | New |
| VisionPoint Advisory Group, LLC | 17 | $486 | 0.00% | +17 | New |
| Atlantic Private Wealth, LLC | 15 | $429 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $306 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $287 | 0.00% | +10 | New |
| Carmel Capital Partners, LLC | 3 | $86 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $28 | 0.00% | −109,211−100.0% | Reduced |
| Avion Wealth | 35 | $0 | 0.00% | −13−27.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −8,489−100.0% | Sold out |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −1,715,274−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −785,658−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −445,698−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −370,752−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −256,329−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −201,581−100.0% | Sold out |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −196,547−100.0% | Sold out |
| Wade G W & Inc | 0 | $0 | 0.00% | −190,703−100.0% | Sold out |
| Oak Family Advisors, LLC | 0 | $0 | 0.00% | −156,716−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −154,000−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −139,143−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −118,309−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −108,145−100.0% | Sold out |
| Opus Investment Management Inc | 0 | $0 | 0.00% | −108,100−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −93,563−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −80,135−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −80,861−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −76,054−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −69,227−100.0% | Sold out |
| Resource Consulting Group Inc | 0 | $0 | 0.00% | −64,077−100.0% | Sold out |
| AAFMAA Wealth Management & Trust LLC | 0 | $0 | 0.00% | −61,704−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −61,610−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −56,825−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −53,022−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −52,365−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −51,987−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −45,792−100.0% | Sold out |