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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 33,433 | $956.5K | 0.02% | −7,948−19.2% | Reduced |
| Poehling Capital Management, LLC | 33,328 | $953.5K | 0.33% | +3,118+10.3% | Added |
| Bank Ozk | 33,327 | $953.5K | 0.52% | +1,382+4.3% | Added |
| Glenview Trust Co | 33,206 | $950.0K | 0.03% | −5,579−14.4% | Reduced |
| Farmers & Merchants Investments Inc | 32,934 | $942.2K | 0.04% | −22,017−40.1% | Reduced |
| CAPROCK Group, Inc. | 32,832 | $939.3K | 0.07% | +14,550+79.6% | Added |
| ProVise Management Group, LLC | 32,589 | $932.4K | 0.09% | +7,979+32.4% | Added |
| BCS Wealth Management | 32,542 | $931.0K | 0.39% | −413−1.3% | Reduced |
| Warther Private Wealth, LLC | 32,285 | $923.7K | 0.61% | −94,221−74.5% | Reduced |
| Illinois Municipal Retirement Fund | 32,144 | $920.0K | 0.02% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 31,959 | $914.3K | 0.52% | −3,194−9.1% | Reduced |
| Global Retirement Partners, LLC | 33,590 | $912.6K | 0.05% | −5,469−14.0% | Reduced |
| MBL Wealth, LLC | 31,842 | $911.0K | 0.13% | −2,004−5.9% | Reduced |
| First County Bank | 31,777 | $909.1K | 0.47% | −5,875−15.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 31,666 | $906.2K | 0.77% | +5,043+18.9% | Added |
| Wealthspire Advisors, LLC | 31,396 | $898.2K | 0.01% | +9,379+42.6% | Added |
| WealthShield Partners, LLC | 30,811 | $881.5K | 0.13% | +23,442+318.1% | Added |
| Nicolet Bankshares Inc | 30,801 | $881.2K | 0.27% | −6,252−16.9% | Reduced |
| Farmers National Bank | 30,695 | $878.2K | 0.31% | −1,053−3.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 30,542 | $873.8K | 0.07% | −5,260−14.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 30,438 | $870.8K | 0.10% | −18,009−37.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 30,263 | $865.8K | 0.05% | +2,730+9.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 30,129 | $862.0K | 0.05% | −308−1.0% | Reduced |
| Patton Albertson Miller Group, LLC | 30,022 | $858.9K | 0.17% | +1,790+6.3% | Added |
| Wolverine Trading, LLC | 29,946 | $856.8K | 0.01% | −18,622−38.3% | Reduced |
| Hilltop Holdings Inc. | 29,689 | $849.4K | 0.11% | +11,106+59.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 29,622 | $847.5K | 0.02% | +29,622 | New |
| South State Corp. | 29,618 | $847.4K | 0.08% | −3,013−9.2% | Reduced |
| Assetmark, Inc | 29,505 | $844.1K | 0.00% | −27,922−48.6% | Reduced |
| Jacobi Capital Management LLC | 29,213 | $835.8K | 0.09% | +808+2.8% | Added |
| Dividend Assets Capital, LLC | 29,059 | $831.0K | 0.17% | −437−1.5% | Reduced |
| International Assets Investment Management, LLC | 30,222 | $830.5K | 0.11% | +30,222 | New |
| CSS LLC | 29,018 | $830.2K | 0.07% | +400+1.4% | Added |
| Alberta Investment Management Corp | 28,800 | $824.0K | 0.01% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 29,160 | $823.2K | 0.10% | +551+1.9% | Added |
| Fort Sheridan Advisors LLC | 28,765 | $823.0K | 0.19% | −474−1.6% | Reduced |
| Vestcor Inc | 28,653 | $820.0K | 0.03% | −2,527−8.1% | Reduced |
| Csenge Advisory Group | 28,636 | $819.3K | 0.06% | +642+2.3% | Added |
| Transcend Wealth Collective, LLC | 28,621 | $818.8K | 0.08% | −4,174−12.7% | Reduced |
| Spire Wealth Management | 28,398 | $812.5K | 0.03% | +10,976+63.0% | Added |
| Icon Wealth Partners, LLC | 28,329 | $810.5K | 0.09% | −58,825−67.5% | Reduced |
| KG&L Capital Management,LLC | 28,301 | $809.7K | 0.39% | +5,202+22.5% | Added |
| Trust Co of Virginia | 28,273 | $808.9K | 0.09% | 00.0% | Unchanged |
| Applied Capital LLC | 28,179 | $806.2K | 0.80% | +963+3.5% | Added |
| Bleakley Financial Group, LLC | 28,159 | $805.6K | 0.03% | −4,617−14.1% | Reduced |
| Sawtooth Solutions, LLC | 28,159 | $805.6K | 0.03% | −4,607−14.1% | Reduced |
| HRT Financial LP | 28,055 | $802.0K | 0.01% | +15,793+128.8% | Added |
| Ally Financial Inc. | 28,000 | $801.1K | 0.12% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 27,992 | $800.8K | 0.35% | +277+1.0% | Added |
| Headinvest, LLC | 28,778 | $795.1K | 0.17% | −8,407−22.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 27,775 | $794.6K | 0.10% | +84+0.3% | Added |
| RFG Advisory, LLC | 27,678 | $791.9K | 0.04% | −2,920−9.5% | Reduced |
| Foundations Investment Advisors, LLC | 27,652 | $791.1K | 0.02% | −3,099−10.1% | Reduced |
| Plimoth Trust Co LLC | 27,613 | $790.0K | 0.25% | −865−3.0% | Reduced |
| Valeo Financial Advisors, LLC | 27,359 | $782.7K | 0.04% | −269−1.0% | Reduced |
| Davis Investment Partners, LLC | 28,581 | $779.7K | 0.42% | −1,269−4.3% | Reduced |
| Vident Advisory, LLC | 26,723 | $764.5K | 0.02% | +26,723 | New |
| Comerica Securities,inc. | 26,678 | $763.2K | 0.06% | −2,162−7.5% | Reduced |
| Siemens Fonds Invest GmbH | 26,625 | $761.7K | 0.08% | −5,484−17.1% | Reduced |
| Point72 Asset Management, L.P. | 26,620 | $761.6K | 0.00% | +24,991+1,534.1% | Added |
| United Bank | 26,377 | $754.6K | 0.10% | −1,550−5.6% | Reduced |
| Leavell Investment Management, Inc. | 26,252 | $751.0K | 0.05% | −12,181−31.7% | Reduced |
| Mutual Advisors, LLC | 25,986 | $743.5K | 0.03% | −3,299−11.3% | Reduced |
| RFP Financial Group LLC | 25,972 | $743.1K | 0.33% | −4,225−14.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 25,955 | $742.6K | 0.27% | −98−0.4% | Reduced |
| RBF Capital, LLC | 25,900 | $741.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 25,872 | $740.0K | 0.00% | −13,637−34.5% | Reduced |
| EPG Wealth Management LLC | 25,637 | $733.5K | 0.22% | −1,550−5.7% | Reduced |
| Brighton Jones LLC | 25,221 | $721.6K | 0.04% | −5,500−17.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 26,349 | $719.9K | 0.08% | −295,252−91.8% | Reduced |
| Rossmore Private Capital | 24,982 | $714.7K | 0.11% | −225−0.9% | Reduced |
| Select Asset Management & Trust | 24,972 | $714.0K | 0.41% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 24,945 | $713.7K | 0.02% | −1,822−6.8% | Reduced |
| Van Leeuwen & Company, LLC | 24,899 | $712.4K | 0.44% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 24,859 | $711.2K | 0.16% | −812−3.2% | Reduced |
| Madden Securities Corp | 24,695 | $706.5K | 0.40% | +24,695 | New |
| Sheaff Brock Investment Advisors, LLC | 24,129 | $690.3K | 0.07% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 23,807 | $681.1K | 0.11% | +245+1.0% | Added |
| Widmann Financial Services, Inc. | 23,759 | $679.7K | 0.68% | +937+4.1% | Added |
| Vontobel Holding Ltd. | 23,752 | $679.5K | 0.01% | +1,957+9.0% | Added |
| Lakeview Capital Partners, LLC | 23,690 | $677.8K | 0.13% | −609−2.5% | Reduced |
| Monument Capital Management | 23,257 | $665.4K | 0.22% | −363−1.5% | Reduced |
| Paloma Partners Management Co | 22,994 | $657.9K | 0.14% | +21,479+1,417.8% | Added |
| Intrua Financial, LLC | 22,834 | $653.3K | 0.12% | −1,021−4.3% | Reduced |
| Sheets Smith Wealth Management | 22,754 | $651.0K | 0.10% | −1,525−6.3% | Reduced |
| SYSTM Wealth Solutions LLC | 22,686 | $649.0K | 0.10% | −22,389−49.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 22,684 | $649.0K | 0.34% | +3,870+20.6% | Added |
| Certified Advisory Corp | 22,574 | $645.8K | 0.12% | +261+1.2% | Added |
| Aigen Investment Management, LP | 22,537 | $644.8K | 0.12% | −50,440−69.1% | Reduced |
| Leisure Capital Management | 22,502 | $643.8K | 0.37% | +1,320+6.2% | Added |
| Great Lakes Retirement, Inc. | 22,484 | $643.3K | 0.12% | +979+4.6% | Added |
| Smith, Salley & Associates | 22,360 | $639.7K | 0.05% | −3,739−14.3% | Reduced |
| Marino, Stram & Associates LLC | 22,316 | $638.5K | 0.19% | +423+1.9% | Added |
| Legacy Capital Wealth Partners, LLC | 22,106 | $632.5K | 0.17% | +22,106 | New |
| Engineers Gate Manager LP | 21,822 | $624.3K | 0.02% | −11,057−33.6% | Reduced |
| Strategic Advisors LLC | 21,803 | $623.8K | 0.12% | −9,867−31.2% | Reduced |
| HM Payson & Co | 21,693 | $620.6K | 0.01% | −3,309−13.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 21,663 | $619.8K | 0.05% | +1,556+7.7% | Added |
| Carson Advisory Inc. | 21,613 | $618.3K | 0.54% | +452+2.1% | Added |
| Staley Capital Advisers Inc | 21,509 | $615.4K | 0.03% | +3,009+16.3% | Added |