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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 1,165,036 | $33.3M | 0.05% | +309,384+36.2% | Added |
| Welch Group, LLC | 1,089,104 | $31.2M | 1.85% | +83,069+8.3% | Added |
| Schwartz Investment Counsel Inc | 1,066,795 | $30.5M | 1.30% | +3000.0% | Added |
| LMR Partners LLP | 1,059,917 | $30.3M | 0.68% | +1,059,917 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,054,500 | $30.2M | 0.14% | +970,500+1,155.4% | Added |
| Great West Life Assurance Co | 1,021,974 | $29.3M | 0.07% | −12,554−1.2% | Reduced |
| Two Sigma Advisers, LP | 1,001,900 | $28.7M | 0.07% | +1,001,900 | New |
| Jane Street Group, LLC | 991,142 | $28.4M | 0.04% | −7,152,113−87.8% | Reduced |
| Nisa Investment Advisors, LLC | 926,712 | $26.5M | 0.20% | +421,854+83.6% | Added |
| Captrust Financial Advisors | 919,968 | $26.3M | 0.10% | −27,066−2.9% | Reduced |
| Morningstar Investment Services LLC | 901,404 | $25.4M | 0.33% | −6,371−0.7% | Reduced |
| Holocene Advisors, LP | 882,133 | $25.2M | 0.11% | +882,133 | New |
| Aviva PLC | 881,400 | $25.2M | 0.11% | +284,048+47.6% | Added |
| Toronto Dominion Bank | 879,864 | $25.2M | 0.04% | −689,163−43.9% | Reduced |
| KBC Group NV | 852,005 | $24.4M | 0.10% | +299,903+54.3% | Added |
| Standard Life Aberdeen plc | 842,840 | $24.1M | 0.06% | +26,052+3.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 818,542 | $23.4M | 0.09% | −17,870−2.1% | Reduced |
| Tweedy, Browne Co LLC | 811,981 | $23.2M | 1.24% | −29,890−3.6% | Reduced |
| Rafferty Asset Management, LLC | 802,283 | $23.0M | 0.13% | +131,918+19.7% | Added |
| Janney Montgomery Scott LLC | 798,320 | $22.8M | 0.09% | −410,073−33.9% | Reduced |
| Kornitzer Capital Management Inc | 770,793 | $22.1M | 0.46% | +46,559+6.4% | Added |
| AMF Pensionsforsakring AB | 768,752 | $22.0M | 0.21% | +5,673+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 764,736 | $21.9M | 0.04% | +33,260+4.5% | Added |
| Swedbank AB | 760,754 | $21.8M | 0.04% | −62,016−7.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 760,003 | $21.7M | 0.05% | −27,212−3.5% | Reduced |
| Alps Advisors Inc | 757,564 | $21.7M | 0.18% | +39,031+5.4% | Added |
| Pictet Asset Management Holding SA | 744,833 | $21.3M | 0.03% | +744,833 | New |
| State of New Jersey Common Pension Fund D | 742,520 | $21.2M | 0.08% | −26,424−3.4% | Reduced |
| Verition Fund Management LLC | 741,667 | $21.2M | 0.28% | +578,518+354.6% | Added |
| Alyeska Investment Group, L.P. | 734,683 | $21.0M | 0.14% | +413,316+128.6% | Added |
| Commonwealth Equity Services, LLC | 725,595 | $20.8M | 0.04% | +27,627+4.0% | Added |
| State of Wisconsin Investment Board | 722,175 | $20.7M | 0.06% | +30,537+4.4% | Added |
| Vaughan David Investments LLC | 715,306 | $20.5M | 0.62% | +16,079+2.3% | Added |
| Regions Financial Corp | 708,840 | $20.3M | 0.18% | −39,082−5.2% | Reduced |
| Baird Financial Group, Inc. | 707,104 | $20.2M | 0.06% | −80,742−10.2% | Reduced |
| STRS Ohio | 678,303 | $19.4M | 0.09% | −7,747−1.1% | Reduced |
| Cubist Systematic Strategies, LLC | 676,476 | $19.4M | 0.24% | −333,272−33.0% | Reduced |
| Victory Capital Management Inc | 672,174 | $19.2M | 0.02% | −51,538−7.1% | Reduced |
| Public Employees Retirement System of Ohio | 666,929 | $19.1M | 0.09% | −52,957−7.4% | Reduced |
| PM Capital Ltd | 665,781 | $19.0M | 4.47% | 00.0% | Unchanged |
| Marshall Wace, LLP | 660,811 | $18.9M | 0.04% | +651,175+6,757.7% | Added |
| Storebrand Asset Management AS | 652,326 | $18.7M | 0.09% | −100,830−13.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 641,700 | $18.4M | 0.18% | +9,000+1.4% | Added |
| Gillespie Robinson & Grimm Inc | 633,128 | $18.1M | 1.81% | −58,073−8.4% | Reduced |
| Deprince Race & Zollo Inc | 614,419 | $17.6M | 0.43% | −40,520−6.2% | Reduced |
| Treasurer of the State of North Carolina | 599,785 | $17.2M | 0.09% | +2,180+0.4% | Added |
| Moore Capital Management, LP | 597,210 | $17.1M | 0.46% | +597,210 | New |
| Cinctive Capital Management LP | 587,630 | $16.8M | 0.93% | +587,630 | New |
| Thomasville National Bank | 585,401 | $16.7M | 1.65% | +38,072+7.0% | Added |
| DekaBank Deutsche Girozentrale | 594,071 | $16.7M | 0.04% | −654,563−52.4% | Reduced |
| CI Private Wealth, LLC | 571,679 | $16.4M | 0.04% | −111,484−16.3% | Reduced |
| TD Asset Management Inc | 563,534 | $16.1M | 0.02% | +14,857+2.7% | Added |
| Professional Advisory Services Inc | 559,110 | $16.0M | 2.63% | +29,594+5.6% | Added |
| Advisor Group Holdings, Inc. | 553,954 | $15.9M | 0.02% | +82,852+17.6% | Added |
| South Dakota Investment Council | 551,105 | $15.8M | 0.36% | +1,528+0.3% | Added |
| Asset Management One Co.,Ltd. | 541,027 | $15.5M | 0.07% | +2,108+0.4% | Added |
| AE Wealth Management LLC | 536,226 | $15.3M | 0.09% | −36,102−6.3% | Reduced |
| National Bank of Canada | 543,438 | $15.0M | 0.03% | −889,101−62.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 513,851 | $14.7M | 0.06% | +2,634+0.5% | Added |
| Cerity Partners LLC | 509,653 | $14.6M | 0.07% | −169,951−25.0% | Reduced |
| USS Investment Management Ltd | 503,982 | $14.4M | 0.16% | +19,486+4.0% | Added |
| Ensign Peak Advisors, Inc | 501,593 | $14.4M | 0.03% | +68,678+15.9% | Added |
| US Bancorp | 475,844 | $13.6M | 0.02% | +37,460+8.5% | Added |
| Brandes Investment Partners, LP | 470,630 | $13.5M | 0.26% | +39,478+9.2% | Added |
| Montgomery Investment Management Inc | 466,870 | $13.4M | 4.60% | −1,900−0.4% | Reduced |
| Squarepoint Ops LLC | 459,629 | $13.1M | 0.06% | +68,419+17.5% | Added |
| Brown Advisory Inc | 457,329 | $13.1M | 0.02% | −5,197−1.1% | Reduced |
| Cantor Fitzgerald, L. P. | 447,135 | $12.8M | 0.34% | +98,692+28.3% | Added |
| Comerica Bank | 446,303 | $12.8M | 0.07% | −892,560−66.7% | Reduced |
| Synovus Financial Corp | 441,640 | $12.6M | 0.14% | +11,444+2.7% | Added |
| Financial Counselors Inc | 438,629 | $12.5M | 0.25% | −313−0.1% | Reduced |
| Godsey & Gibb Associates | 436,845 | $12.5M | 1.53% | +30,031+7.4% | Added |
| M&G Investment Management Ltd | 423,636 | $12.3M | 0.09% | +236,331+126.2% | Added |
| CIBC World Markets Corp | 428,925 | $12.3M | 0.12% | +157,295+57.9% | Added |
| Galvin, Gaustad & Stein, LLC | 422,083 | $12.1M | 1.22% | +7,887+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 406,165 | $11.6M | 0.04% | +406,165 | New |
| Advisors Capital Management, LLC | 395,470 | $11.3M | 0.29% | +28,621+7.8% | Added |
| State of Michigan Retirement System | 390,743 | $11.2M | 0.07% | −5,900−1.5% | Reduced |
| American International Group, Inc. | 390,599 | $11.2M | 0.07% | −18,685−4.6% | Reduced |
| Hunter Perkins Capital Management, LLC | 386,506 | $11.1M | 2.38% | −240,081−38.3% | Reduced |
| American Assets Investment Management, LLC | 384,000 | $11.0M | 1.23% | +30,000+8.5% | Added |
| Nomura Asset Management Co Ltd | 383,035 | $11.0M | 0.05% | +7,067+1.9% | Added |
| Russell Investments Group, Ltd. | 381,343 | $10.9M | 0.02% | −544,702−58.8% | Reduced |
| Arizona State Retirement System | 377,003 | $10.8M | 0.09% | −2,640−0.7% | Reduced |
| Verity & Verity, LLC | 377,001 | $10.8M | 1.35% | +352,907+1,464.7% | Added |
| Quadrature Capital Ltd | 376,387 | $10.8M | 0.22% | +50,681+15.6% | Added |
| Creative Planning | 367,658 | $10.5M | 0.01% | +8,862+2.5% | Added |
| Coerente Capital Management | 365,613 | $10.5M | 2.33% | −37,920−9.4% | Reduced |
| Oppenheimer Asset Management Inc. | 365,101 | $10.4M | 0.16% | −39,200−9.7% | Reduced |
| Whittier Trust Co | 363,889 | $10.4M | 0.19% | +1,166+0.3% | Added |
| Advisors Asset Management, Inc. | 361,189 | $10.3M | 0.22% | −32,593−8.3% | Reduced |
| Handelsbanken Fonder AB | 360,055 | $10.3M | 0.06% | +13,326+3.8% | Added |
| Rockefeller Capital Management L.P. | 359,242 | $10.3M | 0.04% | −6,549−1.8% | Reduced |
| Davenport & Co LLC | 357,222 | $10.2M | 0.08% | −1,444−0.4% | Reduced |
| Great Lakes Advisors, LLC | 356,697 | $10.2M | 0.09% | −226,588−38.8% | Reduced |
| Manning & Napier Group, LLC | 356,067 | $10.2M | 0.13% | −2,460−0.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 348,299 | $9.96M | 0.03% | +33,362+10.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 344,777 | $9.86M | 0.05% | +33,405+10.7% | Added |
| Ategra Capital Management, LLC | 338,972 | $9.70M | 5.30% | +8,191+2.5% | Added |
| Salem Investment Counselors Inc | 338,686 | $9.69M | 0.37% | −47,029−12.2% | Reduced |