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 |
|---|---|---|---|---|---|
| Galibier Capital Management Ltd. | 50,758 | $1.45M | 0.32% | −3,747−6.9% | Reduced |
| Waddell & Associates, LLC | 50,419 | $1.44M | 0.21% | +783+1.6% | Added |
| Valley National Advisers Inc | 50,138 | $1.44M | 0.25% | −955−1.9% | Reduced |
| Marco Investment Management LLC | 50,049 | $1.43M | 0.16% | −7,227−12.6% | Reduced |
| SeaCrest Wealth Management, LLC | 49,429 | $1.41M | 0.18% | +1,023+2.1% | Added |
| Savant Capital, LLC | 49,310 | $1.41M | 0.02% | +23,808+93.4% | Added |
| FinTrust Capital Advisors, LLC | 49,082 | $1.40M | 0.31% | +3,083+6.7% | Added |
| ZWJ Investment Counsel Inc | 48,863 | $1.40M | 0.08% | −8,395−14.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 48,577 | $1.39M | 0.11% | +765+1.6% | Added |
| Gsa Capital Partners LLP | 48,493 | $1.39M | 0.12% | +31,441+184.4% | Added |
| Marotta Asset Management | 48,175 | $1.38M | 0.32% | 00.0% | Unchanged |
| Citizens & Northern Corp | 48,112 | $1.38M | 0.55% | +1,025+2.2% | Added |
| Guardian Wealth Advisors, LLC | 48,083 | $1.38M | 0.23% | −3,193−6.2% | Reduced |
| Bailard, Inc. | 48,083 | $1.38M | 0.05% | −130.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 47,341 | $1.35M | 0.05% | +424+0.9% | Added |
| Delta Capital Management LLC | 47,295 | $1.35M | 1.01% | −960−2.0% | Reduced |
| Norinchukin Bank, The | 47,152 | $1.35M | 0.03% | −26,745−36.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 46,807 | $1.34M | 0.29% | −4,919−9.5% | Reduced |
| Ossiam | 46,554 | $1.33M | 0.02% | +24,351+109.7% | Added |
| Signaturefd, LLC | 46,515 | $1.33M | 0.03% | −31−0.1% | Reduced |
| First Bank & Trust | 46,424 | $1.33M | 0.35% | +19,065+69.7% | Added |
| Brooks, Moore & Associates, Inc. | 46,355 | $1.33M | 1.00% | −9,556−17.1% | Reduced |
| Empirical Finance, LLC | 46,095 | $1.32M | 0.10% | +4,643+11.2% | Added |
| Pathway Financial Advisers, LLC | 45,898 | $1.31M | 0.54% | +45,898 | New |
| Trust Co of Toledo NA | 45,851 | $1.31M | 0.26% | −5,123−10.1% | Reduced |
| Patten Group, Inc. | 45,746 | $1.31M | 0.39% | −1,283−2.7% | Reduced |
| Blair William & Co | 45,360 | $1.30M | 0.00% | +4,972+12.3% | Added |
| Welch & Forbes LLC | 45,289 | $1.30M | 0.02% | −4,452−9.0% | Reduced |
| Two Sigma Securities, LLC | 44,777 | $1.28M | 0.06% | +1,833+4.3% | Added |
| Trust Co of Vermont | 44,689 | $1.28M | 0.09% | −15,433−25.7% | Reduced |
| Greenwood Capital Associates LLC | 44,480 | $1.27M | 0.18% | −11,510−20.6% | Reduced |
| Colonial Trust Co | 44,216 | $1.27M | 0.31% | −4,535−9.3% | Reduced |
| Wellington Management Group LLP | 43,947 | $1.26M | 0.00% | −1,349−3.0% | Reduced |
| Investors Research Corp | 43,899 | $1.26M | 0.33% | +675+1.6% | Added |
| Fourthstone LLC | 43,500 | $1.24M | 0.28% | −323,651−88.2% | Reduced |
| ExodusPoint Capital Management, LP | 43,411 | $1.24M | 0.02% | −17,197−28.4% | Reduced |
| Heritage Wealth Advisors | 43,385 | $1.24M | 0.07% | +31+0.1% | Added |
| Advisor Partners II, LLC | 43,040 | $1.23M | 0.05% | +20,029+87.0% | Added |
| Raleigh Capital Management Inc. | 42,958 | $1.23M | 0.63% | +741+1.8% | Added |
| Outfitter Financial LLC | 42,793 | $1.22M | 1.15% | +350+0.8% | Added |
| Holderness Investments Co | 42,750 | $1.22M | 0.48% | −8,193−16.1% | Reduced |
| Atria Wealth Solutions, Inc. | 42,687 | $1.22M | 0.02% | +1,742+4.3% | Added |
| Argent Advisors, Inc. | 42,591 | $1.22M | 0.56% | +5,849+15.9% | Added |
| CWA Asset Management Group, LLC | 42,518 | $1.22M | 0.09% | −648−1.5% | Reduced |
| Arcus Capital Partners, LLC | 42,446 | $1.21M | 0.37% | −1,600−3.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 42,396 | $1.21M | 0.06% | +2,020+5.0% | Added |
| StoneX Group Inc. | 42,251 | $1.21M | 0.13% | +2,241+5.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 42,042 | $1.20M | 0.03% | +29+0.1% | Added |
| Hills Bank & Trust Co | 41,966 | $1.20M | 0.14% | +479+1.2% | Added |
| GHP Investment Advisors, Inc. | 41,833 | $1.19M | 0.07% | −1,248−2.9% | Reduced |
| Atlantic Union Bankshares Corp | 41,427 | $1.19M | 0.12% | −664−1.6% | Reduced |
| Silvercrest Asset Management Group LLC | 41,363 | $1.18M | 0.01% | −1,404−3.3% | Reduced |
| Capstone Investment Advisors, LLC | 41,357 | $1.18M | 0.03% | −16,082−28.0% | Reduced |
| NBC Securities, Inc. | 41,319 | $1.18M | 0.13% | +41,319 | New |
| Oak Harbor Wealth Partners, LLC | 41,135 | $1.18M | 0.42% | −3,212−7.2% | Reduced |
| Berkeley Capital Partners, LLC | 40,796 | $1.17M | 0.42% | +935+2.3% | Added |
| Apollon Wealth Management, LLC | 40,696 | $1.16M | 0.06% | −2,665−6.1% | Reduced |
| InterOcean Capital Group, LLC | 40,499 | $1.16M | 0.04% | +2,440+6.4% | Added |
| Financial Partners Group, LLC | 40,454 | $1.16M | 0.56% | +40,454 | New |
| IFG Advisory, LLC | 40,085 | $1.15M | 0.10% | +1,947+5.1% | Added |
| Sompo Asset Management Co., Ltd. | 40,040 | $1.15M | 0.25% | −8,200−17.0% | Reduced |
| United Services Automobile Association | 39,673 | $1.14M | 0.03% | +8,598+27.7% | Added |
| Bray Capital Advisors | 39,340 | $1.13M | 0.34% | −612−1.5% | Reduced |
| Icon Advisers Inc | 39,100 | $1.12M | 0.28% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 39,092 | $1.12M | 0.01% | +2,120+5.7% | Added |
| Ballast, Inc. | 38,900 | $1.11M | 0.44% | +7,918+25.6% | Added |
| X-Square Capital, LLC | 36,087 | $1.09M | 0.74% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 38,754 | $1.09M | 0.10% | −1,687−4.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 38,182 | $1.09M | 0.03% | −13,138−25.6% | Reduced |
| Tredje AP-fonden | 38,143 | $1.09M | 0.02% | +2,389+6.7% | Added |
| Gotham Asset Management, LLC | 38,138 | $1.09M | 0.02% | −1,466−3.7% | Reduced |
| Old North State Trust, LLC | 38,016 | $1.09M | 0.85% | −4,935−11.5% | Reduced |
| Physicians Financial Services, Inc. | 37,862 | $1.08M | 0.44% | −499−1.3% | Reduced |
| Neville Rodie & Shaw Inc | 37,623 | $1.08M | 0.10% | −100−0.3% | Reduced |
| Kinneret Advisory, LLC | 37,643 | $1.08M | 0.13% | −22−0.1% | Reduced |
| Independence Bank of Kentucky | 37,603 | $1.08M | 0.45% | −6,305−14.4% | Reduced |
| Park Avenue Securities LLC | 37,538 | $1.07M | 0.02% | −1,081−2.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 37,470 | $1.07M | 0.23% | −144,054−79.4% | Reduced |
| We Are One Seven, LLC | 37,134 | $1.06M | 0.08% | +3,493+10.4% | Added |
| Caisse de Depot Et Placement du Quebec | 37,073 | $1.06M | 0.00% | −93,519−71.6% | Reduced |
| Capital Investment Advisors, LLC | 36,491 | $1.04M | 0.03% | −2,574−6.6% | Reduced |
| BHK Investment Advisors, LLC | 36,422 | $1.04M | 0.48% | −6,957−16.0% | Reduced |
| RKL Wealth Management LLC | 36,401 | $1.04M | 0.13% | −308−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 36,279 | $1.04M | 0.03% | −2,258−5.9% | Reduced |
| J.W. Cole Advisors, Inc. | 36,107 | $1.03M | 0.08% | +2,209+6.5% | Added |
| Diamant Asset Management, Inc. | 35,925 | $1.03M | 0.85% | −1,000−2.7% | Reduced |
| Salzhauer Michael | 35,563 | $1.02M | 1.11% | −2,574−6.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,464 | $1.01M | 0.02% | +6,181+21.1% | Added |
| Wealth Alliance | 35,460 | $1.01M | 0.16% | −5,396−13.2% | Reduced |
| Financial Security Advisor, Inc. | 35,369 | $1.01M | 0.47% | +35,369 | New |
| CNB Bank | 35,019 | $1.00M | 0.59% | −1,619−4.4% | Reduced |
| Princeton Global Asset Management LLC | 34,993 | $1.00M | 0.28% | −1,114−3.1% | Reduced |
| Investors Asset Management of Georgia Inc | 36,122 | $1.00M | 0.55% | −79−0.2% | Reduced |
| New England Research & Management, Inc. | 34,807 | $996.0K | 0.57% | −4,298−11.0% | Reduced |
| Snowden Capital Advisors LLC | 40,452 | $991.9K | 0.04% | +5,060+14.3% | Added |
| Pettee Investors, Inc. | 34,569 | $989.0K | 0.47% | −500−1.4% | Reduced |
| Heritage Trust Co | 34,498 | $987.0K | 0.15% | −1,754−4.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 34,255 | $980.0K | 0.03% | −4,878−12.5% | Reduced |
| Banque Cantonale Vaudoise | 34,143 | $977.0K | 0.05% | −4,490−11.6% | Reduced |
| MCF Advisors LLC | 33,781 | $966.5K | 0.09% | +1,500+4.6% | Added |