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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 86,492 | $2.47M | 0.03% | +49,503+133.8% | Added |
| Moloney Securities Asset Management, LLC | 85,739 | $2.45M | 0.44% | −1,086−1.3% | Reduced |
| Imprint Wealth LLC | 85,588 | $2.45M | 2.07% | −4,250−4.7% | Reduced |
| Arbor Investment Advisors, LLC | 85,579 | $2.45M | 0.43% | +19,740+30.0% | Added |
| Kavar Capital Partners Group, LLC | 85,325 | $2.44M | 0.53% | −587−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 85,233 | $2.44M | 0.04% | +40,596+90.9% | Added |
| Fiduciary Alliance LLC | 85,158 | $2.44M | 0.56% | −155−0.2% | Reduced |
| Sandhill Capital Partners LLC | 83,197 | $2.38M | 0.22% | +1,604+2.0% | Added |
| Louisiana State Employees Retirement System | 82,500 | $2.36M | 0.05% | +100+0.1% | Added |
| HB Wealth Management, LLC | 80,545 | $2.30M | 0.04% | −660−0.8% | Reduced |
| Private Advisor Group, LLC | 80,516 | $2.30M | 0.02% | +21,149+35.6% | Added |
| Kestra Private Wealth Services, LLC | 80,493 | $2.30M | 0.07% | +1,461+1.8% | Added |
| Huntington National Bank | 80,250 | $2.30M | 0.02% | +16,088+25.1% | Added |
| Anchor Investment Management, LLC | 80,134 | $2.29M | 0.30% | +2,899+3.8% | Added |
| Cary Street Partner Investment Advisory LLC | 79,895 | $2.29M | 0.12% | +4,872+6.5% | Added |
| Beese Fulmer Investment Management, Inc. | 79,836 | $2.28M | 0.26% | +5,855+7.9% | Added |
| JT Stratford LLC | 79,044 | $2.26M | 0.58% | +1,553+2.0% | Added |
| Concord Wealth Partners | 77,747 | $2.22M | 0.47% | −18,298−19.1% | Reduced |
| Tower Research Capital LLC (TRC) | 77,087 | $2.21M | 0.07% | −23,941−23.7% | Reduced |
| Hengehold Capital Management LLC | 76,835 | $2.20M | 0.29% | −1,663−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 76,499 | $2.19M | 0.00% | −11,263−12.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 76,002 | $2.18M | 0.03% | −27,614−26.7% | Reduced |
| Kingsview Wealth Management, LLC | 76,132 | $2.18M | 0.08% | −24,789−24.6% | Reduced |
| King Luther Capital Management Corp | 76,017 | $2.17M | 0.01% | −3,423−4.3% | Reduced |
| Integrated Wealth Concepts LLC | 75,967 | $2.17M | 0.04% | +816+1.1% | Added |
| Wright Investors Service Inc | 75,778 | $2.17M | 0.63% | +75,778 | New |
| Everence Capital Management Inc | 74,690 | $2.14M | 0.17% | +24,930+50.1% | Added |
| Fort Pitt Capital Group, LLC | 74,185 | $2.12M | 0.08% | +7,488+11.2% | Added |
| Verdence Capital Advisors LLC | 73,106 | $2.09M | 0.23% | +11,310+18.3% | Added |
| Caption Management, LLC | 72,730 | $2.08M | 0.27% | +72,730 | New |
| Edmp, Inc. | 72,268 | $2.07M | 2.11% | −5,074−6.6% | Reduced |
| United Bank | 71,961 | $2.06M | 1.23% | +713+1.0% | Added |
| Thrivent Financial for Lutherans | 71,753 | $2.05M | 0.00% | −5,977−7.7% | Reduced |
| Alaska Permanent Fund Corp | 71,500 | $2.05M | 0.04% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 70,049 | $2.00M | 0.04% | +7,988+12.9% | Added |
| New Mexico Educational Retirement Board | 69,288 | $1.98M | 0.08% | +4,800+7.4% | Added |
| First Hawaiian Bank | 68,856 | $1.97M | 0.07% | +14,934+27.7% | Added |
| Fulton Bank, N.A. | 68,775 | $1.97M | 0.10% | +5,061+7.9% | Added |
| Capital Investment Counsel, Inc | 68,709 | $1.97M | 0.40% | −212−0.3% | Reduced |
| Prospera Financial Services Inc | 68,341 | $1.96M | 0.08% | +14,560+27.1% | Added |
| Lincoln National Corp | 67,269 | $1.92M | 0.04% | +7,264+12.1% | Added |
| Pinnacle Financial Partners Inc | 67,232 | $1.92M | 0.05% | −8,435−11.1% | Reduced |
| Gator Capital Management, LLC | 67,099 | $1.92M | 1.36% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 66,817 | $1.91M | 0.01% | −6,053,981−98.9% | Reduced |
| Edgestream Partners, L.P. | 66,805 | $1.91M | 0.15% | +27,683+70.8% | Added |
| Commonwealth Retirement Investments LLC | 66,204 | $1.89M | 1.09% | +2,456+3.9% | Added |
| Warren Averett Asset Management, LLC | 65,948 | $1.89M | 0.08% | +21,660+48.9% | Added |
| Crossmark Global Holdings, Inc. | 64,005 | $1.87M | 0.04% | −2,871−4.3% | Reduced |
| Ahl Investment Management, Inc. | 64,519 | $1.85M | 1.64% | +4,350+7.2% | Added |
| Interval Partners, LP | 64,404 | $1.84M | 0.08% | −180,596−73.7% | Reduced |
| Camden National Bank | 64,373 | $1.84M | 0.38% | +145+0.2% | Added |
| Triangle Securities Wealth Management | 64,357 | $1.84M | 0.65% | +1,006+1.6% | Added |
| Moors & Cabot, Inc. | 64,177 | $1.84M | 0.12% | +2,088+3.4% | Added |
| Nicholas Hoffman & Company, LLC. | 63,919 | $1.83M | 0.14% | +1,142+1.8% | Added |
| Lee Danner & Bass Inc | 63,900 | $1.83M | 0.17% | −400−0.6% | Reduced |
| Umb Bank N A | 63,706 | $1.82M | 0.03% | −8,254−11.5% | Reduced |
| Redwood Investment Management, LLC | 63,603 | $1.82M | 0.16% | +63,603 | New |
| Ostrum Asset Management | 63,378 | $1.81M | 0.17% | −13,357−17.4% | Reduced |
| Jones Financial Companies LLLP | 63,104 | $1.81M | 0.00% | −62,638−49.8% | Reduced |
| Cramer Rosenthal McGlynn LLC | 62,423 | $1.79M | 0.10% | −34,399−35.5% | Reduced |
| Peloton Wealth Strategists | 62,200 | $1.78M | 0.82% | +1,575+2.6% | Added |
| Axxcess Wealth Management, LLC | 62,045 | $1.78M | 0.06% | +22,608+57.3% | Added |
| Cetera Advisors LLC | 61,736 | $1.77M | 0.03% | +4,821+8.5% | Added |
| Achmea Investment Management B.V. | 61,630 | $1.76M | 0.04% | −4,674−7.0% | Reduced |
| Iowa State Bank | 61,594 | $1.76M | 0.46% | +511+0.8% | Added |
| River Wealth Advisors LLC | 61,400 | $1.76M | 0.31% | −1,197−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 61,154 | $1.75M | 0.04% | +2,781+4.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 60,939 | $1.74M | 0.07% | +4,737+8.4% | Added |
| Versor Investments LP | 60,700 | $1.74M | 0.35% | +60,700 | New |
| Venture Visionary Partners LLC | 60,501 | $1.73M | 0.10% | −100,351−62.4% | Reduced |
| Goelzer Investment Management, Inc. | 60,255 | $1.72M | 0.12% | −116−0.2% | Reduced |
| Parcion Private Wealth LLC | 59,626 | $1.71M | 0.18% | −63,402−51.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 59,220 | $1.69M | 0.69% | −1,341−2.2% | Reduced |
| Capital International Inc | 58,845 | $1.68M | 0.03% | −421−0.7% | Reduced |
| Metis Global Partners, LLC | 58,675 | $1.68M | 0.08% | +9,745+19.9% | Added |
| Salomon & Ludwin, LLC | 57,795 | $1.65M | 0.17% | −291−0.5% | Reduced |
| Moody National Bank Trust Division | 57,152 | $1.64M | 0.11% | +17,464+44.0% | Added |
| Principle Wealth Partners LLC | 55,769 | $1.60M | 0.16% | +41,069+279.4% | Added |
| First American Bank | 55,767 | $1.60M | 0.14% | −79−0.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 55,504 | $1.59M | 0.02% | +1,917+3.6% | Added |
| Metropolitan Life Insurance Co | 55,109 | $1.58M | 0.08% | −2,934−5.1% | Reduced |
| Easterly Investment Partners LLC | 55,094 | $1.58M | 0.17% | −604,060−91.6% | Reduced |
| Wellington Shields Capital Management, LLC | 55,055 | $1.58M | 0.21% | +55,055 | New |
| Rather & Kittrell, Inc. | 54,996 | $1.57M | 0.63% | +270.0% | Added |
| Thompson Siegel & Walmsley LLC | 54,941 | $1.57M | 0.03% | −2,859−4.9% | Reduced |
| JustInvest LLC | 54,566 | $1.56M | 0.05% | −6,886−11.2% | Reduced |
| Laurel Wealth Advisors LLC | 54,056 | $1.55M | 0.33% | −1,750−3.1% | Reduced |
| Equitable Trust Co | 53,337 | $1.53M | 0.13% | +2,492+4.9% | Added |
| North Star Investment Management Corp. | 52,812 | $1.51M | 0.13% | −2,980−5.3% | Reduced |
| Toroso Investments, LLC | 52,759 | $1.51M | 0.05% | +3,732+7.6% | Added |
| Arvest Trust Co N A | 52,680 | $1.51M | 0.10% | −758−1.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 55,161 | $1.51M | 0.20% | −1,733−3.0% | Reduced |
| Aptus Capital Advisors, LLC | 52,379 | $1.50M | 0.04% | +90.0% | Added |
| Argyle Capital Management Inc. | 52,050 | $1.49M | 0.55% | +2,600+5.3% | Added |
| Ronald Blue Trust, Inc. | 48,715 | $1.48M | 0.02% | −484−1.0% | Reduced |
| Glenmede Trust Co NA | 51,512 | $1.47M | 0.01% | +8,482+19.7% | Added |
| Cornerstone Advisors, LLC | 51,400 | $1.47M | 0.07% | +51,400 | New |
| Culbertson A N & Co Inc | 51,269 | $1.47M | 0.29% | −421−0.8% | Reduced |
| IVC Wealth Advisors LLC | 51,076 | $1.46M | 0.98% | +1,660+3.4% | Added |
| Longfellow Investment Management Co LLC | 50,811 | $1.45M | 0.38% | 00.0% | Unchanged |