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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 160,963 | $4.61M | 0.29% | −1,263−0.8% | Reduced |
| Prudential PLC | 159,903 | $4.57M | 0.05% | +37,804+31.0% | Added |
| Stephens Inc | 159,719 | $4.57M | 0.09% | −176,403−52.5% | Reduced |
| Trexquant Investment LP | 159,534 | $4.56M | 0.11% | −81,116−33.7% | Reduced |
| Investment Management Corp of Ontario | 159,000 | $4.55M | 0.18% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 158,709 | $4.54M | 0.01% | +25,466+19.1% | Added |
| State of Alaska, Department of Revenue | 158,263 | $4.53M | 0.06% | −6,795−4.1% | Reduced |
| Schroder Investment Management Group | 158,217 | $4.53M | 0.01% | +1,129+0.7% | Added |
| Argent Trust Co | 157,789 | $4.51M | 0.25% | −13,479−7.9% | Reduced |
| Cullinan Associates Inc | 153,198 | $4.38M | 0.26% | −104,602−40.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 152,886 | $4.37M | 0.15% | +471+0.3% | Added |
| Linscomb & Williams, Inc. | 148,813 | $4.26M | 0.25% | −3,625−2.4% | Reduced |
| Quantbot Technologies LP | 147,127 | $4.21M | 0.28% | −3,099−2.1% | Reduced |
| Davis Selected Advisers | 146,866 | $4.20M | 0.03% | +80,852+122.5% | Added |
| Mackenzie Financial Corp | 152,687 | $4.15M | 0.01% | +14,230+10.3% | Added |
| Ethic Inc. | 142,577 | $4.08M | 0.14% | +124,300+680.1% | Added |
| Nissay Asset Management Corp | 141,720 | $4.05M | 0.04% | +5,415+4.0% | Added |
| Zions Bancorporation, N.A. | 141,361 | $4.04M | 0.35% | −13,945−9.0% | Reduced |
| Point72 Middle East FZE | 139,856 | $4.00M | 0.24% | −488,885−77.8% | Reduced |
| AXA S.A. | 138,872 | $3.97M | 0.01% | +161+0.1% | Added |
| Whitener Capital Management, Inc. | 138,777 | $3.97M | 1.59% | +12,994+10.3% | Added |
| Huber Capital Management LLC | 138,635 | $3.97M | 0.93% | +1,515+1.1% | Added |
| GWM Advisors LLC | 138,315 | $3.96M | 0.04% | +236+0.2% | Added |
| Keating Investment Counselors Inc | 137,170 | $3.92M | 1.33% | −1,125−0.8% | Reduced |
| First Republic Investment Management, Inc. | 135,255 | $3.87M | 0.01% | −48,383−26.3% | Reduced |
| tru Independence LLC | 135,167 | $3.87M | 1.34% | +9,200+7.3% | Added |
| Griffin Asset Management, Inc. | 135,035 | $3.86M | 0.55% | +12,663+10.3% | Added |
| Loudon Investment Management, LLC | 131,398 | $3.76M | 2.59% | +20,490+18.5% | Added |
| Oppenheimer & Co Inc | 130,231 | $3.73M | 0.08% | −10,974−7.8% | Reduced |
| Capital Group Private Client Services, Inc. | 129,828 | $3.71M | 0.05% | −2,770−2.1% | Reduced |
| First Citizens Bank & Trust Co | 128,491 | $3.68M | 0.07% | −486−0.4% | Reduced |
| Numerai GP LLC | 128,333 | $3.67M | 1.22% | +128,333 | New |
| Envestnet Portfolio Solutions, Inc. | 126,264 | $3.61M | 0.02% | +126,264 | New |
| Chesley Taft & Associates LLC | 126,186 | $3.61M | 0.23% | −200−0.2% | Reduced |
| XML Financial, LLC | 126,047 | $3.61M | 0.43% | −3,516−2.7% | Reduced |
| Kempner Capital Management Inc. | 125,528 | $3.59M | 2.16% | 00.0% | Unchanged |
| Fifth Third Bancorp | 124,722 | $3.57M | 0.02% | −51,002−29.0% | Reduced |
| Magnetar Financial LLC | 124,579 | $3.56M | 0.09% | +124,579 | New |
| Cetera Investment Advisers | 124,467 | $3.56M | 0.03% | −18,143−12.7% | Reduced |
| German American Bancorp, Inc. | 123,366 | $3.53M | 0.51% | +4,030+3.4% | Added |
| Cullen/Frost Bankers, Inc. | 122,589 | $3.51M | 0.06% | −232,146−65.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 122,395 | $3.50M | 0.06% | −419−0.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 122,116 | $3.49M | 0.72% | +122,116 | New |
| Baugh & Associates, LLC | 121,686 | $3.48M | 2.18% | +286+0.2% | Added |
| Gulf International Bank (UK) Ltd | 121,398 | $3.47M | 0.10% | −12,900−9.6% | Reduced |
| British Columbia Investment Management Corp | 121,114 | $3.47M | 0.03% | +1,362+1.1% | Added |
| SG Americas Securities, LLC | 119,510 | $3.42M | 0.05% | +31,818+36.3% | Added |
| Harvest Portfolios Group Inc. | 119,465 | $3.42M | 0.16% | −24,534−17.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 119,378 | $3.42M | 0.03% | 00.0% | Unchanged |
| Dakota Wealth Management | 118,805 | $3.40M | 0.15% | −1,092−0.9% | Reduced |
| Bridge Creek Capital Management LLC | 117,881 | $3.37M | 1.28% | +1,275+1.1% | Added |
| Colonial Trust Advisors | 117,602 | $3.36M | 0.39% | −4,973−4.1% | Reduced |
| Ingalls & Snyder LLC | 117,467 | $3.36M | 0.16% | −5,360−4.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 116,505 | $3.33M | 1.16% | −2,636−2.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 116,402 | $3.33M | 0.12% | +20,386+21.2% | Added |
| M&T Bank Corp | 113,831 | $3.26M | 0.01% | −69,443−37.9% | Reduced |
| Daiwa Securities Group Inc. | 112,843 | $3.23M | 0.02% | +8,966+8.6% | Added |
| Keybank National Association | 112,149 | $3.21M | 0.02% | −4,603−3.9% | Reduced |
| Hyman Charles D | 111,684 | $3.19M | 0.21% | −858−0.8% | Reduced |
| Elo Mutual Pension Insurance Co | 111,476 | $3.19M | 0.10% | +111,476 | New |
| Atria Investments LLC | 111,356 | $3.19M | 0.06% | −19,408−14.8% | Reduced |
| Dana Investment Advisors, Inc. | 110,277 | $3.16M | 0.16% | +20,430+22.7% | Added |
| Candriam Luxembourg S.C.A. | 108,905 | $3.12M | 0.03% | +1,006+0.9% | Added |
| Kentucky Retirement Systems | 108,801 | $3.11M | 0.11% | +1,712+1.6% | Added |
| Avantax Advisory Services, Inc. | 106,656 | $3.05M | 0.03% | +21,629+25.4% | Added |
| Bragg Financial Advisors, Inc | 104,372 | $2.99M | 0.16% | −822−0.8% | Reduced |
| Hedeker Wealth, LLC | 104,081 | $2.98M | 1.03% | +3,928+3.9% | Added |
| Arkadios Wealth Advisors | 103,423 | $2.96M | 0.28% | +47,100+83.6% | Added |
| Teacher Retirement System of Texas | 103,203 | $2.95M | 0.02% | −219,735−68.0% | Reduced |
| Brinker Capital Investments, LLC | 102,988 | $2.95M | 0.04% | −28,808−21.9% | Reduced |
| Orion Portfolio Solutions, LLC | 102,988 | $2.95M | 0.04% | −28,808−21.9% | Reduced |
| United Capital Management of KS, Inc. | 102,965 | $2.95M | 1.00% | +2,004+2.0% | Added |
| First National Trust Co | 102,604 | $2.94M | 0.14% | −7,832−7.1% | Reduced |
| Sandy Spring Bank | 101,728 | $2.91M | 0.16% | −2,243−2.2% | Reduced |
| LaFleur & Godfrey LLC | 101,381 | $2.90M | 0.46% | +3,244+3.3% | Added |
| Maryland State Retirement & Pension System | 101,301 | $2.90M | 0.07% | 00.0% | Unchanged |
| AMG National Trust Bank | 100,292 | $2.87M | 0.10% | +60,141+149.8% | Added |
| Chartwell Investment Partners, LLC | 100,150 | $2.87M | 0.11% | −82−0.1% | Reduced |
| Stock Yards Bank & Trust Co | 99,907 | $2.86M | 0.11% | −8,063−7.5% | Reduced |
| Continental Advisors LLC | 99,450 | $2.85M | 2.57% | +2,000+2.1% | Added |
| Semmax Financial Advisors Inc. | 95,140 | $2.84M | 1.14% | +95,140 | New |
| Duality Advisers, LP | 99,140 | $2.84M | 0.34% | +99,140 | New |
| Dai-Ichi Life Insurance Company, Ltd | 98,588 | $2.82M | 0.06% | +35,000+55.0% | Added |
| Asio Capital, LLC | 98,224 | $2.81M | 0.75% | +40,158+69.2% | Added |
| Pathstone Family Office, LLC | 97,317 | $2.79M | 0.02% | +44,659+84.8% | Added |
| TD Private Client Wealth LLC | 96,300 | $2.76M | 0.12% | −21,514−18.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 96,194 | $2.75M | 0.26% | +96,194 | New |
| MainStreet Investment Advisors LLC | 96,039 | $2.75M | 0.32% | −383−0.4% | Reduced |
| Securian Asset Management, Inc | 95,585 | $2.73M | 0.08% | −13,075−12.0% | Reduced |
| GTS Securities LLC | 94,861 | $2.71M | 0.06% | −22,105−18.9% | Reduced |
| Sound Income Strategies, LLC | 94,852 | $2.71M | 0.23% | +8,618+10.0% | Added |
| Am Investment Strategies LLC | 94,186 | $2.69M | 0.88% | −1,111−1.2% | Reduced |
| Wealthfront Advisers LLC | 93,781 | $2.68M | 0.01% | +20,596+28.1% | Added |
| Hartford Investment Management Co | 93,648 | $2.68M | 0.11% | −350−0.4% | Reduced |
| Level Four Advisory Services, LLC | 92,253 | $2.64M | 0.17% | −21,530−18.9% | Reduced |
| National Asset Management, Inc. | 91,666 | $2.62M | 0.07% | +7,728+9.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 91,310 | $2.61M | 0.72% | +55,588+155.6% | Added |
| Community Bank, N.A. | 90,947 | $2.60M | 0.36% | −547−0.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 90,224 | $2.58M | 0.61% | +6,879+8.3% | Added |
| BancorpSouth Bank | 87,953 | $2.52M | 0.22% | −5,831−6.2% | Reduced |