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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 336,404 | $9.63M | 0.08% | −737−0.2% | Reduced |
| Mariner, LLC | 332,955 | $9.53M | 0.03% | +66,069+24.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 330,000 | $9.44M | 0.23% | +330,000 | New |
| MetLife Investment Management | 329,347 | $9.42M | 0.07% | −8,606−2.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 326,154 | $9.33M | 0.12% | −2,400−0.7% | Reduced |
| Pacer Advisors, Inc. | 323,430 | $9.25M | 0.04% | +226,554+233.9% | Added |
| Delta Asset Management LLC | 320,180 | $9.16M | 0.95% | +350.0% | Added |
| Guggenheim Capital LLC | 317,931 | $9.10M | 0.08% | −46,648−12.8% | Reduced |
| Clarity Financial LLC | 312,930 | $8.95M | 1.53% | +161,225+106.3% | Added |
| Forsta Ap-Fonden | 311,400 | $8.91M | 0.10% | +14,100+4.7% | Added |
| Public Sector Pension Investment Board | 308,374 | $8.82M | 0.06% | +16,138+5.5% | Added |
| Peapack Gladstone Financial Corp | 305,636 | $8.74M | 0.16% | −7,775−2.5% | Reduced |
| ProShare Advisors LLC | 305,418 | $8.74M | 0.03% | −6,367−2.0% | Reduced |
| CIBC Asset Management Inc | 304,948 | $8.72M | 0.04% | −3,335−1.1% | Reduced |
| Retirement Systems of Alabama | 301,171 | $8.62M | 0.04% | −1,544−0.5% | Reduced |
| AustralianSuper Pty Ltd | 297,386 | $8.51M | 0.06% | +50,975+20.7% | Added |
| Auto-Owners Insurance Co | 288,000 | $8.24M | 0.28% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 285,759 | $8.18M | 0.81% | −2,138−0.7% | Reduced |
| Natixis Advisors, L.P. | 285,340 | $8.16M | 0.02% | −47,419−14.3% | Reduced |
| Novare Capital Management LLC | 285,095 | $8.16M | 0.92% | +1,161+0.4% | Added |
| IFM Investors Pty Ltd | 280,475 | $8.02M | 0.11% | +9,926+3.7% | Added |
| One Fin Capital Management LP | 280,000 | $8.01M | 3.25% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 279,920 | $8.01M | 0.69% | +13,234+5.0% | Added |
| Raymond James Trust N.A. | 276,036 | $7.90M | 0.23% | −30,237−9.9% | Reduced |
| Texas Permanent School Fund | 274,770 | $7.86M | 0.08% | −4,326−1.6% | Reduced |
| Kanawha Capital Management LLC | 274,281 | $7.85M | 0.76% | +8,556+3.2% | Added |
| Bryn Mawr Trust Co | 273,905 | $7.84M | 0.34% | −1,249−0.5% | Reduced |
| DnB Asset Management AS | 268,613 | $7.69M | 0.05% | +2,292+0.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 267,817 | $7.66M | 0.06% | +35,526+15.3% | Added |
| Allianz Asset Management GmbH | 265,079 | $7.58M | 0.02% | −199,166−42.9% | Reduced |
| MML Investors Services, LLC | 258,966 | $7.41M | 0.04% | −14,177−5.2% | Reduced |
| Cresset Asset Management, LLC | 258,378 | $7.39M | 0.05% | +1080.0% | Added |
| Van Eck Associates Corp | 255,857 | $7.32M | 0.02% | +29,642+13.1% | Added |
| Carlson Capital L P | 255,227 | $7.30M | 0.57% | +255,227 | New |
| Skandinaviska Enskilda Banken AB (publ) | 254,874 | $7.29M | 0.05% | −563−0.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 252,705 | $7.23M | 0.71% | +4,434+1.8% | Added |
| Edge Capital Group, LLC | 250,996 | $7.18M | 0.47% | −28,570−10.2% | Reduced |
| Cetera Advisor Networks LLC | 245,236 | $7.02M | 0.04% | −15,664−6.0% | Reduced |
| WSFS Capital Management, LLC | 244,654 | $7.00M | 0.46% | +26,429+12.1% | Added |
| Stonebridge Capital Advisors LLC | 243,485 | $6.97M | 0.77% | −2,003−0.8% | Reduced |
| Commerce Bank | 240,571 | $6.88M | 0.05% | −27,233−10.2% | Reduced |
| Tudor Investment Corp Et Al | 235,053 | $6.72M | 0.10% | −47,908−16.9% | Reduced |
| Pinnacle Associates Ltd | 234,620 | $6.71M | 0.12% | −12,286−5.0% | Reduced |
| Systematic Alpha Investments, LLC | 233,937 | $6.69M | 0.33% | 00.0% | Unchanged |
| Czech National Bank | 232,802 | $6.66M | 0.11% | +75,130+47.6% | Added |
| Old National Bancorp | 232,526 | $6.65M | 0.19% | +10,337+4.7% | Added |
| Crestline Management, LP | 230,000 | $6.58M | 0.79% | +230,000 | New |
| Bogart Wealth, LLC | 228,631 | $6.54M | 0.40% | +5,581+2.5% | Added |
| Utah Retirement Systems | 228,225 | $6.53M | 0.09% | +200+0.1% | Added |
| Alpha Omega Wealth Management LLC | 226,304 | $6.47M | 1.12% | +4,656+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 226,197 | $6.47M | 0.01% | −328,176−59.2% | Reduced |
| Oregon Public Employees Retirement Fund | 225,838 | $6.46M | 0.09% | −49,745−18.1% | Reduced |
| Old Point Trust & Financial Services N A | 225,305 | $6.45M | 2.91% | −10,910−4.6% | Reduced |
| Swiss Life Asset Management Ltd | 224,202 | $6.41M | 0.10% | −14,667−6.1% | Reduced |
| Rowland & Co Investment Counsel | 221,482 | $6.34M | 1.56% | −1,191−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 221,448 | $6.34M | 0.01% | −47,302−17.6% | Reduced |
| Tower Bridge Advisors | 218,942 | $6.26M | 0.58% | −22,872−9.5% | Reduced |
| Willis Investment Counsel | 218,646 | $6.26M | 0.47% | −220−0.1% | Reduced |
| Intact Investment Management Inc. | 217,500 | $6.22M | 0.27% | +16,000+7.9% | Added |
| Highland Capital Management, LLC | 216,267 | $6.19M | 0.43% | −24,127−10.0% | Reduced |
| McRae Capital Management Inc | 213,999 | $6.12M | 1.81% | −15,140−6.6% | Reduced |
| Rothschild Investment Corp | 212,940 | $6.09M | 0.51% | −1,450−0.7% | Reduced |
| Mercer Global Advisors Inc | 209,117 | $5.98M | 0.02% | −6,084−2.8% | Reduced |
| New York Life Investment Management LLC | 206,985 | $5.92M | 0.06% | −1,177−0.6% | Reduced |
| River Road Asset Management, LLC | 206,770 | $5.92M | 0.08% | −286,034−58.0% | Reduced |
| Yousif Capital Management, LLC | 205,350 | $5.88M | 0.07% | −4,838−2.3% | Reduced |
| State of Tennessee, Treasury Department | 204,229 | $5.84M | 0.02% | −3,490−1.7% | Reduced |
| NTV Asset Management LLC | 202,932 | $5.81M | 1.05% | −1,759−0.9% | Reduced |
| Northern Oak Wealth Management Inc | 202,407 | $5.79M | 0.72% | +4,453+2.2% | Added |
| Modera Wealth Management, LLC | 201,821 | $5.77M | 0.11% | +60,191+42.5% | Added |
| Public Employees Retirement Association of Colorado | 201,549 | $5.77M | 0.03% | −15,662−7.2% | Reduced |
| Simplex Trading, LLC | 199,881 | $5.72M | 0.21% | +110,283+123.1% | Added |
| Socorro Asset Management LP | 199,174 | $5.70M | 2.66% | 00.0% | Unchanged |
| Korea Investment CORP | 198,275 | $5.67M | 0.02% | −4,535−2.2% | Reduced |
| United Capital Financial Advisers, LLC | 196,102 | $5.61M | 0.04% | −35,734−15.4% | Reduced |
| Ziegler Capital Management, LLC | 195,144 | $5.58M | 0.22% | +7,858+4.2% | Added |
| Foyston, Gordon, & Payne Inc | 194,266 | $5.56M | 1.52% | −24,762−11.3% | Reduced |
| Logan Capital Management Inc | 192,582 | $5.51M | 0.28% | −299,933−60.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 189,742 | $5.43M | 0.08% | +86,650+84.1% | Added |
| Janus Henderson Group PLC | 189,429 | $5.42M | 0.00% | −660.0% | Reduced |
| Mutual of America Capital Management LLC | 186,371 | $5.33M | 0.07% | −5,198−2.7% | Reduced |
| Advanced Portfolio Management, LLC | 185,000 | $5.29M | 4.62% | +185,000 | New |
| First Eagle Investment Management, LLC | 184,028 | $5.27M | 0.01% | +11,313+6.6% | Added |
| Diversified Trust Co | 183,212 | $5.24M | 0.20% | +2,508+1.4% | Added |
| Independent Advisor Alliance | 181,596 | $5.20M | 0.23% | +10,159+5.9% | Added |
| Patten & Patten Inc | 180,633 | $5.17M | 0.45% | −21,566−10.7% | Reduced |
| Cardinal Capital Management | 180,438 | $5.16M | 1.05% | +4,194+2.4% | Added |
| Wesbanco Bank Inc | 179,871 | $5.15M | 0.22% | −99,367−35.6% | Reduced |
| Zacks Investment Management | 179,720 | $5.14M | 0.07% | −3,407−1.9% | Reduced |
| Associated Banc-Corp | 179,427 | $5.13M | 0.20% | −32,313−15.3% | Reduced |
| Neuberger Berman Group LLC | 177,951 | $5.09M | 0.00% | −744,630−80.7% | Reduced |
| Kestra Advisory Services, LLC | 175,140 | $5.01M | 0.05% | +48,737+38.6% | Added |
| QRG Capital Management, Inc. | 174,839 | $5.00M | 0.09% | +174,839 | New |
| Massmutual Trust Co FSB | 173,516 | $4.96M | 0.18% | −1,485−0.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 172,186 | $4.93M | 0.08% | +13,227+8.3% | Added |
| Advisory Services Network, LLC | 171,498 | $4.91M | 0.13% | +49,565+40.6% | Added |
| Xponance, Inc. | 169,740 | $4.86M | 0.07% | +5,451+3.3% | Added |
| Black Maple Capital Management LP | 168,084 | $4.81M | 4.34% | +37,000+28.2% | Added |
| ARS Wealth Advisors Group, LLC | 162,259 | $4.64M | 0.76% | +12,445+8.3% | Added |
| Wealthcare Advisory Partners LLC | 161,378 | $4.62M | 0.21% | +2,807+1.8% | Added |