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 |
|---|---|---|---|---|---|
| Brady Family Wealth, LLC | 14,911 | $426.6K | 0.16% | +1,176+8.6% | Added |
| Mayfair Advisory Group, LLC | 14,547 | $425.5K | 0.41% | −100−0.7% | Reduced |
| Tandem Investment Advisors, Inc. | 14,871 | $425.5K | 0.02% | +1,078+7.8% | Added |
| FDx Advisors, Inc. | 14,808 | $424.0K | 0.04% | −79,508−84.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,793 | $423.2K | 0.27% | −70−0.5% | Reduced |
| Private Trust Co NA | 14,694 | $420.4K | 0.06% | −1,038−6.6% | Reduced |
| Montag & Caldwell, LLC | 14,562 | $416.6K | 0.05% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,545 | $416.1K | 0.06% | −136−0.9% | Reduced |
| Community Trust & Investment Co | 14,541 | $416.0K | 0.03% | +366+2.6% | Added |
| Shell Asset Management Co | 14,521 | $415.0K | 0.02% | −256−1.7% | Reduced |
| Secure Asset Management, LLC | 14,448 | $413.4K | 0.12% | +14,448 | New |
| Cooper Financial Group | 14,422 | $412.6K | 0.10% | +14,422 | New |
| Cigna Investments Inc | 14,402 | $412.0K | 0.09% | −2,025−12.3% | Reduced |
| Strategic Blueprint, LLC | 14,259 | $407.9K | 0.04% | +1,991+16.2% | Added |
| Gyroscope Capital Management Group, LLC | 14,236 | $407.3K | 0.09% | +2,800+24.5% | Added |
| Essex Financial Services, Inc. | 14,232 | $407.2K | 0.05% | +382+2.8% | Added |
| WCG Wealth Advisors LLC | 14,008 | $406.0K | 0.03% | +14,008 | New |
| Insigneo Advisory Services, LLC | 14,177 | $405.6K | 0.08% | −1,444−9.2% | Reduced |
| NEOS Investment Management LLC | 14,164 | $405.2K | 0.05% | +14,164 | New |
| Aspiriant, LLC | 14,100 | $403.4K | 0.02% | +2,060+17.1% | Added |
| Prosperity Wealth Management, Inc. | 14,024 | $401.2K | 0.26% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 13,817 | $395.3K | 0.05% | −2,937−17.5% | Reduced |
| Lighthouse Investment Partners, LLC | 13,745 | $393.2K | 0.02% | +13,745 | New |
| Partners in Financial Planning | 13,611 | $389.4K | 0.10% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,591 | $388.8K | 0.20% | −3,049−18.3% | Reduced |
| Haverford Trust Co | 13,399 | $383.3K | 0.00% | −941−6.6% | Reduced |
| Geneos Wealth Management Inc. | 13,378 | $382.7K | 0.02% | +654+5.1% | Added |
| Greenleaf Trust | 13,357 | $382.1K | 0.00% | +536+4.2% | Added |
| Perpetual Ltd | 13,350 | $381.9K | 0.00% | +13,350 | New |
| Hazlett, Burt & Watson, Inc. | 13,321 | $379.0K | 0.28% | −634−4.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,225 | $378.4K | 0.08% | +500+3.9% | Added |
| Koshinski Asset Management, Inc. | 13,220 | $378.2K | 0.04% | +1,487+12.7% | Added |
| Empowered Funds, LLC | 13,187 | $377.3K | 0.01% | −1,929−12.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 13,144 | $376.0K | 0.21% | −829−5.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $375.4K | 0.14% | 00.0% | Unchanged |
| David Loasby | 13,781 | $374.4K | 0.04% | +4,174+43.4% | Added |
| Intrust Bank NA | 13,087 | $374.4K | 0.05% | −3,716−22.1% | Reduced |
| Lindenwold Advisors | 13,072 | $374.0K | 0.23% | 00.0% | Unchanged |
| Avalon Trust Co | 13,000 | $371.9K | 0.04% | 00.0% | Unchanged |
| 1776 Wealth LLC | 12,989 | $371.6K | 0.20% | −2,400−15.6% | Reduced |
| Allen Investment Management LLC | 12,950 | $370.5K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12,934 | $370.0K | 0.00% | +18+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 12,912 | $369.4K | 0.12% | +3,604+38.7% | Added |
| Wealth Alliance Advisory Group, LLC | 12,910 | $369.4K | 0.11% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 12,900 | $369.1K | 0.09% | −226−1.7% | Reduced |
| NBT Bank N A | 12,781 | $365.7K | 0.04% | +366+2.9% | Added |
| Hall Private Wealth Advisors | 12,726 | $364.1K | 0.24% | −3,391−21.0% | Reduced |
| Valmark Advisers, Inc. | 12,688 | $363.0K | 0.01% | +1,128+9.8% | Added |
| Ballentine Partners, LLC | 12,680 | $362.8K | 0.01% | −796−5.9% | Reduced |
| Hill Investment Group Partners, LLC | 12,620 | $361.1K | 0.06% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 12,640 | $361.0K | 0.14% | +209+1.7% | Added |
| Eastern Bank | 12,536 | $358.7K | 0.02% | −62,955−83.4% | Reduced |
| Credit Agricole S A | 12,527 | $358.4K | 0.01% | +12,527 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,522 | $358.3K | 0.00% | +10,649+568.6% | Added |
| Xcel Wealth Management, LLC | 12,516 | $358.1K | 0.14% | −4,856−28.0% | Reduced |
| Central Trust Co | 12,482 | $357.1K | 0.01% | −6,464−34.1% | Reduced |
| New Hampshire Trust | 12,471 | $356.8K | 0.10% | −370−2.9% | Reduced |
| Live Oak Private Wealth LLC | 12,369 | $353.9K | 0.08% | −1,097−8.1% | Reduced |
| Westhampton Capital, LLC | 12,280 | $351.3K | 0.23% | +150+1.2% | Added |
| Proequities, Inc. | 12,272 | $351.1K | 0.03% | +6,685+119.7% | Added |
| Clarius Group, LLC | 12,237 | $350.1K | 0.03% | +3,230+35.9% | Added |
| Register Financial Advisors LLC | 12,098 | $346.1K | 0.25% | −854−6.6% | Reduced |
| Pathway Financial Advisors LLC | 12,052 | $344.8K | 0.12% | +188+1.6% | Added |
| Exencial Wealth Advisors, LLC | 12,010 | $343.6K | 0.02% | −437−3.5% | Reduced |
| Washington Capital Management Inc | 12,000 | $343.3K | 0.32% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 12,000 | $343.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds, LLC. | 11,957 | $342.1K | 0.20% | +8+0.1% | Added |
| IHT Wealth Management, LLC | 11,938 | $341.5K | 0.02% | −1,510−11.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,901 | $340.5K | 0.06% | +11,901 | New |
| BSW Wealth Partners | 11,863 | $339.4K | 0.08% | +11,863 | New |
| Farmers Trust Co | 11,854 | $339.1K | 0.08% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 11,838 | $338.7K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 11,794 | $337.4K | 0.33% | +335+2.9% | Added |
| Westpac Banking Corp | 11,745 | $336.0K | 0.03% | +3,744+46.8% | Added |
| Smith Chas P & Associates Pa Cpas | 11,709 | $335.0K | 0.02% | −35−0.3% | Reduced |
| Sigma Planning Corp | 11,661 | $333.6K | 0.01% | +1,271+12.2% | Added |
| Sculati Wealth Management, LLC | 11,659 | $333.6K | 0.17% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 11,632 | $332.8K | 0.02% | +243+2.1% | Added |
| Good Life Advisors, LLC | 11,629 | $332.7K | 0.04% | +2,094+22.0% | Added |
| Wrapmanager Inc | 11,398 | $326.1K | 0.10% | −1,607−12.4% | Reduced |
| Steel Peak Wealth Management LLC | 11,373 | $325.4K | 0.02% | +11,373 | New |
| Verum Partners LLC | 11,348 | $324.7K | 0.15% | −348−3.0% | Reduced |
| Merit Financial Group, LLC | 11,342 | $324.5K | 0.01% | +257+2.3% | Added |
| Boston Trust Walden Corp | 11,340 | $324.4K | 0.00% | −5,997−34.6% | Reduced |
| Legacy Capital Group California, Inc. | 11,237 | $321.5K | 0.14% | +102+0.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,187 | $320.1K | 0.00% | +105+0.9% | Added |
| Cassaday & Co Wealth Management LLC | 11,164 | $319.4K | 0.01% | +616+5.8% | Added |
| Taylor Hoffman Wealth Management | 11,084 | $317.1K | 0.16% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 10,991 | $314.5K | 0.04% | −248−2.2% | Reduced |
| Bartlett & Co. LLC | 10,963 | $314.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,963 | $313.7K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,924 | $312.6K | 0.11% | 00.0% | Unchanged |
| Rogco, LP | 10,882 | $311.3K | 0.15% | +10,882 | New |
| Golden State Equity Partners | 10,753 | $307.6K | 0.09% | +1,926+21.8% | Added |
| Forum Financial Management, LP | 10,714 | $306.5K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 10,712 | $306.5K | 0.04% | −276−2.5% | Reduced |
| Simmons Bank | 10,691 | $305.9K | 0.03% | −3,941−26.9% | Reduced |
| Gratus Capital LLC | 10,670 | $305.3K | 0.02% | +1,002+10.4% | Added |
| Altus Wealth Group LLC | 10,599 | $303.2K | 0.19% | −222−2.1% | Reduced |
| Eagle Strategies LLC | 10,575 | $302.6K | 0.07% | +10,575 | New |