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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 21,500 | $615.1K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21,540 | $615.0K | 0.01% | −829−3.7% | Reduced |
| Moneta Group Investment Advisors LLC | 21,458 | $613.9K | 0.01% | +1,863+9.5% | Added |
| Cornerstone Advisory, LLC | 21,393 | $612.1K | 0.11% | −12,555−37.0% | Reduced |
| Brown Brothers Harriman & Co | 21,372 | $611.5K | 0.01% | −20,857−49.4% | Reduced |
| Summit Financial Group Inc | 21,364 | $611.2K | 0.26% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 21,185 | $606.1K | 0.52% | +1,833+9.5% | Added |
| Clearstead Advisors, LLC | 21,181 | $606.0K | 0.04% | −352−1.6% | Reduced |
| Boston Private Wealth LLC | 21,161 | $605.4K | 0.01% | +9,673+84.2% | Added |
| Capital Asset Advisory Services LLC | 20,371 | $603.2K | 0.04% | −1,123−5.2% | Reduced |
| First Horizon Advisors, Inc. | 21,052 | $602.3K | 0.02% | −4,368−17.2% | Reduced |
| Hancock Whitney Corp | 20,989 | $600.5K | 0.02% | −1,552−6.9% | Reduced |
| Park Circle Co | 20,930 | $598.8K | 0.57% | +17,500+510.2% | Added |
| Aull & Monroe Investment Management Corp | 20,897 | $597.9K | 0.31% | −2,563−10.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,746 | $593.5K | 0.06% | −2,471−10.6% | Reduced |
| Optiver Holding B.V. | 20,731 | $593.1K | 0.02% | +20,731 | New |
| Cravens & Co Advisors, LLC | 20,704 | $592.4K | 0.56% | +25+0.1% | Added |
| DoubleLine ETF Adviser LP | 20,516 | $587.0K | 0.21% | +1,207+6.3% | Added |
| OmniStar Financial Group, Inc. | 20,427 | $584.5K | 0.69% | +229+1.1% | Added |
| Bayesian Capital Management, LP | 20,428 | $584.4K | 0.07% | +20,428 | New |
| Edmond de Rothschild Holding S.A. | 20,341 | $582.0K | 0.01% | +2,541+14.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,330 | $581.7K | 0.27% | +2,958+17.0% | Added |
| Meridian Wealth Management, LLC | 20,102 | $575.1K | 0.04% | −445−2.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 20,025 | $572.9K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 20,015 | $572.6K | 0.12% | +1,490+8.0% | Added |
| Fee-Only Financial Planning, L.C. | 20,014 | $572.6K | 0.46% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 20,000 | $572.2K | 0.04% | +20,000 | New |
| Lebenthal Global Advisors, LLC | 19,931 | $570.2K | 0.17% | −981−4.7% | Reduced |
| Meitav Dash Investments Ltd | 20,151 | $568.9K | 0.01% | +6,789+50.8% | Added |
| Profund Advisors LLC | 19,592 | $560.5K | 0.03% | −703−3.5% | Reduced |
| Strategic Investment Solutions, Inc. | 18,050 | $554.8K | 0.01% | +17,900+11,933.3% | Added |
| Ferguson Wellman Capital Management, Inc | 19,274 | $551.4K | 0.01% | −19,471−50.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 19,249 | $550.7K | 0.12% | −45−0.2% | Reduced |
| Cassia Capital Partners, LLC | 19,212 | $549.7K | 0.45% | −25−0.1% | Reduced |
| Park Place Capital Corp | 19,110 | $546.7K | 0.16% | −70−0.4% | Reduced |
| Pitcairn Co | 19,064 | $545.4K | 0.05% | +577+3.1% | Added |
| Fund Management at Engine No. 1 LLC | 19,045 | $544.9K | 0.09% | +1,708+9.9% | Added |
| Transatlantique Private Wealth LLC | 19,017 | $544.1K | 0.29% | −2,219−10.4% | Reduced |
| Sumitomo Life Insurance Co | 18,943 | $542.0K | 0.02% | −839−4.2% | Reduced |
| American Trust | 18,904 | $540.8K | 0.04% | 00.0% | Unchanged |
| RMR Wealth Builders | 18,841 | $539.0K | 0.09% | 00.0% | Unchanged |
| Group One Trading, L.P. | 18,610 | $532.4K | 0.02% | +18,610 | New |
| Pine Valley Investments Ltd Liability Co | 18,565 | $531.1K | 0.05% | −911−4.7% | Reduced |
| Putnam Investments LLC | 18,533 | $530.2K | 0.00% | +5,559+42.8% | Added |
| Canal Capital Management, LLC | 18,267 | $522.6K | 0.11% | −1,614−8.1% | Reduced |
| Thompson Investment Management, Inc. | 17,969 | $514.1K | 0.09% | +595+3.4% | Added |
| Reuter James Wealth Management, LLC | 17,921 | $512.7K | 0.38% | −26−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 17,874 | $511.4K | 0.10% | −119−0.7% | Reduced |
| WBI Investments | 17,871 | $511.3K | 0.10% | +2,360+15.2% | Added |
| Trust Investment Advisors | 17,849 | $510.7K | 0.44% | −609−3.3% | Reduced |
| Marcum Wealth, LLC | 17,784 | $508.8K | 0.06% | +398+2.3% | Added |
| Allworth Financial LP | 17,779 | $508.7K | 0.00% | −6,245−26.0% | Reduced |
| Iron Financial, LLC | 17,753 | $507.9K | 0.29% | +17,753 | New |
| Busey Wealth Management | 17,556 | $502.3K | 0.02% | −932−5.0% | Reduced |
| Cunning Capital Partners, LP | 17,500 | $501.0K | 0.33% | +17,500 | Added |
| Wetherby Asset Management Inc | 17,497 | $500.6K | 0.03% | −2,430−12.2% | Reduced |
| Evergreen Capital Management LLC | 17,390 | $497.5K | 0.02% | +2,998+20.8% | Added |
| Financial Advocates Investment Management | 17,162 | $491.0K | 0.04% | +504+3.0% | Added |
| Ieq Capital, LLC | 17,162 | $491.0K | 0.01% | −3,188−15.7% | Reduced |
| First Heartland Consultants, Inc. | 17,079 | $489.0K | 0.06% | −11,657−40.6% | Reduced |
| Gabelli Funds LLC | 17,000 | $486.4K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 16,927 | $484.3K | 0.00% | +16,927 | New |
| Eastover Investment Advisors LLC | 16,920 | $484.1K | 0.29% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 16,788 | $480.3K | 0.16% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 16,755 | $479.4K | 0.21% | +6,540+64.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,705 | $477.9K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 16,682 | $477.3K | 0.01% | −1,476−8.1% | Reduced |
| Fiduciary Group LLC | 16,675 | $477.1K | 0.06% | −553−3.2% | Reduced |
| Capital Management Associates | 16,682 | $477.0K | 0.70% | +16,682 | New |
| Resources Management Corp | 16,600 | $475.0K | 0.08% | +1,400+9.2% | Added |
| Norway Savings Bank | 16,544 | $473.3K | 0.23% | −1,546−8.5% | Reduced |
| City Holding Co | 16,499 | $472.0K | 0.08% | −2,959−15.2% | Reduced |
| Veriti Management LLC | 16,496 | $471.9K | 0.05% | +1,518+10.1% | Added |
| Dudley Capital Management, LLC | 16,482 | $471.6K | 0.33% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 16,476 | $471.4K | 0.18% | −105−0.6% | Reduced |
| Chilton Investment Co LLC | 16,323 | $467.0K | 0.01% | +3,373+26.0% | Added |
| Bokf, NA | 16,436 | $466.1K | 0.01% | −1,914−10.4% | Reduced |
| Stratos Wealth Advisors, LLC | 16,272 | $465.6K | 0.03% | −268−1.6% | Reduced |
| Westwood Holdings Group Inc. | 16,187 | $463.0K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 16,012 | $458.1K | 5.76% | +60.0% | Added |
| Franklin Street Advisors Inc | 15,971 | $457.0K | 0.04% | −2,165−11.9% | Reduced |
| FLC Capital Advisors | 15,849 | $453.4K | 0.14% | −604−3.7% | Reduced |
| Cutler Group LP | 15,799 | $452.0K | 0.07% | +9,853+165.7% | Added |
| Ameritas Investment Partners, Inc. | 15,798 | $452.0K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 15,787 | $451.7K | 0.05% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 15,657 | $448.0K | 0.14% | +15,146+2,964.0% | Added |
| Campbell & CO Investment Adviser LLC | 15,655 | $447.9K | 0.05% | +15,655 | New |
| Legacy Advisors, LLC | 15,552 | $444.9K | 0.07% | +15,552 | New |
| Coldstream Capital Management Inc | 15,521 | $444.1K | 0.01% | +493+3.3% | Added |
| Inspirion Wealth Advisors, LLC | 15,500 | $443.5K | 0.09% | +15,500 | New |
| Chiron Capital Management, LLC | 15,400 | $440.6K | 0.38% | +8,000+108.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 15,222 | $435.5K | 0.13% | −317−2.0% | Reduced |
| Israel Discount Bank of New York | 15,204 | $435.0K | 0.36% | −97−0.6% | Reduced |
| River Oaks Capital LLC | 15,200 | $434.9K | 0.64% | −13,100−46.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 15,073 | $431.2K | 0.25% | −148−1.0% | Reduced |
| Brookstone Capital Management | 15,340 | $430.4K | 0.01% | −515−3.2% | Reduced |
| Evercore Wealth Management, LLC | 15,012 | $429.5K | 0.01% | +725+5.1% | Added |
| Hourglass Capital, LLC | 15,000 | $429.1K | 0.15% | +15,000 | New |
| Rede Wealth, LLC | 14,991 | $428.9K | 0.22% | +8+0.1% | Added |
| RSM US Wealth Management LLC | 14,963 | $428.1K | 0.02% | +5,862+64.4% | Added |