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; 1,706 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, Q4 2023
Institutional positions in Truist Financial Corp as of Dec 31, 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
- 1,399
- +148 vs. Q3 2023
- Shares held
- 952.7M
- +20.6M (+2.2%) vs. Q3 2023
- Total value
- $35.2B
- +$8.47B (+31.7%) vs. Q3 2023
- New holders
- 234
- 437 more added
- Sold out
- 86
- 600 more reduced
21 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,706 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 117,952,471 | $4.35B | 0.10% | +680,843+0.6% | Added |
| BlackRock Inc. | 97,462,687 | $3.60B | 0.09% | +1,352,803+1.4% | Added |
| State Street Corp | 62,359,468 | $2.30B | 0.11% | +3,431,943+5.8% | Added |
| Dodge & Cox | 53,173,840 | $1.96B | 1.25% | +121,890+0.2% | Added |
| Amundi | 25,783,329 | $971.5M | 0.44% | +2,698,326+11.7% | Added |
| Bank of America Corp | 25,918,498 | $956.9M | 0.11% | +5,082,516+24.4% | Added |
| Geode Capital Management, LLC | 25,638,768 | $944.2M | 0.10% | +616,687+2.5% | Added |
| Morgan Stanley | 23,401,416 | $864.0M | 0.08% | +8,037,278+52.3% | Added |
| JPMorgan Chase & Co | 23,296,278 | $860.1M | 0.09% | +7,300,763+45.6% | Added |
| Charles Schwab Investment Management Inc | 19,238,388 | $690.8M | 0.18% | +1,458,248+8.2% | Added |
| FMR LLC | 16,009,846 | $591.1M | 0.05% | +3,652,050+29.6% | Added |
| Royal Bank of Canada | 15,710,050 | $580.0M | 0.14% | +325,160+2.1% | Added |
| Northern Trust Corp | 12,896,405 | $476.1M | 0.09% | −433,829−3.3% | Reduced |
| Bank of New York Mellon Corp | 11,230,044 | $414.6M | 0.08% | +1,269,399+12.7% | Added |
| Citadel Advisors LLC | 10,888,848 | $402.0M | 0.40% | +3,291,568+43.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 10,339,874 | $381.7M | 0.66% | −374,621−3.5% | Reduced |
| Federated Hermes, Inc. | 10,000,078 | $369.2M | 0.92% | −194,579−1.9% | Reduced |
| Macquarie Group Ltd | 9,894,391 | $365.3M | 0.42% | −1,922,515−16.3% | Reduced |
| American Century Companies Inc | 9,672,133 | $357.1M | 0.25% | +103,562+1.1% | Added |
| Franklin Resources Inc | 9,295,135 | $343.2M | 0.16% | −1,597,961−14.7% | Reduced |
| Invesco Ltd. | 8,945,248 | $330.3M | 0.08% | −1,435,782−13.8% | Reduced |
| Dimensional Fund Advisors LP | 8,731,538 | $322.4M | 0.09% | +883,416+11.3% | Added |
| Norges Bank | 8,336,603 | $307.8M | 0.05% | −5,305,574−38.9% | Reduced |
| Legal & General Group Plc | 8,311,823 | $306.9M | 0.10% | +122,557+1.5% | Added |
| UBS Asset Management Americas Inc | 7,369,040 | $272.1M | 0.11% | +32,994+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 6,485,685 | $239.5M | 0.25% | +165,771+2.6% | Added |
| Massachusetts Financial Services Co | 6,323,572 | $233.5M | 0.08% | −8,363,546−56.9% | Reduced |
| Capital International Investors | 6,010,749 | $222.0M | 0.05% | +77,890+1.3% | Added |
| Goldman Sachs Group Inc | 5,909,533 | $218.2M | 0.05% | +808,974+15.9% | Added |
| Diamond Hill Capital Management Inc | 5,466,588 | $201.8M | 0.89% | −7,395,118−57.5% | Reduced |
| Barclays PLC | 5,257,733 | $194.1M | 0.10% | −810,696−13.4% | Reduced |
| Truist Financial Corp | 4,840,843 | $178.7M | 0.28% | −357,061−6.9% | Reduced |
| Bank of Montreal | 4,734,550 | $176.6M | 0.10% | +969,040+25.7% | Added |
| Millennium Management LLC | 4,558,533 | $168.3M | 0.16% | +3,213,301+238.9% | Added |
| Nuveen Asset Management, LLC | 4,414,650 | $163.0M | 0.05% | −1,153,619−20.7% | Reduced |
| Deutsche Bank AG | 3,977,854 | $146.9M | 0.08% | +952,270+31.5% | Added |
| UBS Group AG | 3,914,044 | $144.5M | 0.06% | +101,288+2.7% | Added |
| Raymond James & Associates | 3,641,252 | $134.4M | 0.10% | −632,271−14.8% | Reduced |
| Wells Fargo & Company | 3,636,965 | $134.3M | 0.04% | −696,129−16.1% | Reduced |
| First Trust Advisors LP | 3,623,650 | $133.8M | 0.15% | −634,443−14.9% | Reduced |
| Holocene Advisors, LP | 3,434,399 | $126.8M | 0.50% | +2,552,266+289.3% | Added |
| Price T Rowe Associates Inc | 3,431,062 | $126.7M | 0.02% | +558,363+19.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,227,479 | $119.2M | 0.09% | −38,455−1.2% | Reduced |
| Burgundy Asset Management Ltd. | 3,226,239 | $119.1M | 1.32% | −64,413−2.0% | Reduced |
| Envestnet Asset Management Inc | 3,094,701 | $114.3M | 0.05% | −74,947−2.4% | Reduced |
| Cullen Capital Management LLC | 3,088,969 | $114.0M | 1.69% | −1,743,517−36.1% | Reduced |
| Neuberger Berman Group LLC | 2,979,125 | $110.0M | 0.10% | +2,801,174+1,574.1% | Added |
| LPL Financial LLC | 2,965,263 | $109.5M | 0.07% | +364,144+14.0% | Added |
| HSBC Holdings PLC | 2,951,956 | $109.1M | 0.10% | +247,303+9.1% | Added |
| Stifel Financial Corp | 2,932,461 | $108.3M | 0.14% | −172,905−5.6% | Reduced |
| National Pension Service | 2,889,287 | $106.7M | 0.15% | +75,922+2.7% | Added |
| Bessemer Group Inc | 2,878,634 | $106.3M | 0.21% | +597,104+26.2% | Added |
| Ameriprise Financial Inc | 2,873,672 | $106.1M | 0.03% | −646,111−18.4% | Reduced |
| Alyeska Investment Group, L.P. | 2,799,501 | $103.4M | 0.69% | +2,064,818+281.0% | Added |
| Balyasny Asset Management LLC | 2,786,829 | $102.9M | 0.29% | −845,858−23.3% | Reduced |
| Canada Pension Plan Investment Board | 2,700,992 | $99.7M | 0.13% | +1,021,434+60.8% | Added |
| Rhumbline Advisers | 2,645,402 | $97.7M | 0.10% | −26,343−1.0% | Reduced |
| Jennison Associates LLC | 2,578,776 | $95.2M | 0.07% | −1,094,833−29.8% | Reduced |
| APG Asset Management N.V. | 2,846,775 | $95.1M | 0.19% | +132,915+4.9% | Added |
| Parnassus Investments | 2,574,466 | $95.0M | 0.21% | +2,574,466 | New |
| Credit Suisse AG | 2,491,104 | $92.0M | 0.09% | −26,660−1.1% | Reduced |
| California Public Employees Retirement System | 2,440,054 | $90.1M | 0.07% | −79,438−3.2% | Reduced |
| Sanders Capital, LLC | 2,191,564 | $80.9M | 0.15% | +16,000+0.7% | Added |
| California State Teachers Retirement System | 2,188,175 | $80.8M | 0.11% | +33,057+1.5% | Added |
| HighTower Advisors, LLC | 2,184,952 | $80.7M | 0.14% | −794,083−26.7% | Reduced |
| Equity Investment Corp | 2,180,532 | $80.5M | 2.26% | +111,790+5.4% | Added |
| Junto Capital Management LP | 2,051,568 | $75.7M | 1.74% | +235,889+13.0% | Added |
| North Reef Capital Management LP | 2,000,000 | $73.8M | 4.30% | −335,000−14.3% | Reduced |
| Azora Capital LP | 1,963,654 | $72.5M | 6.57% | +1,963,654 | New |
| Alliancebernstein L.P. | 1,937,842 | $71.5M | 0.03% | +187,401+10.7% | Added |
| Manufacturers Life Insurance Company, The | 1,912,468 | $70.6M | 0.04% | −30,257−1.6% | Reduced |
| Prudential Financial Inc | 1,929,636 | $70.1M | 0.11% | −1,368,519−41.5% | Reduced |
| Nordea Investment Management AB | 1,878,800 | $69.6M | 0.09% | +123,688+7.0% | Added |
| Prana Capital Management, LP | 1,785,580 | $65.9M | 3.88% | +90,716+5.4% | Added |
| Morningstar Investment Services LLC | 1,753,129 | $65.4M | 0.37% | +851,725+94.5% | Added |
| Voya Investment Management LLC | 1,765,132 | $65.2M | 0.07% | +176,851+11.1% | Added |
| LSV Asset Management | 1,731,000 | $63.9M | 0.14% | −74,300−4.1% | Reduced |
| New York State Common Retirement Fund | 1,721,473 | $63.6M | 0.09% | −169,377−9.0% | Reduced |
| LMR Partners LLP | 1,675,385 | $61.9M | 1.55% | +615,468+58.1% | Added |
| Letko, Brosseau & Associates Inc | 1,673,201 | $61.8M | 1.13% | −8,055−0.5% | Reduced |
| Twinbeech Capital LP | 1,613,957 | $59.6M | 0.96% | +1,613,957 | New |
| Citigroup Inc | 1,600,558 | $59.1M | 0.08% | +177,258+12.5% | Added |
| NFJ Investment Group, LLC | 1,600,226 | $59.1M | 1.64% | −297,499−15.7% | Reduced |
| Point72 Asset Management, L.P. | 1,592,836 | $58.8M | 0.18% | +1,566,216+5,883.6% | Added |
| Epoch Investment Partners, Inc. | 1,592,694 | $58.8M | 0.27% | −50,322−3.1% | Reduced |
| Douglas Lane & Associates, LLC | 1,515,429 | $55.9M | 0.86% | −29,108−1.9% | Reduced |
| Principal Financial Group Inc | 1,494,884 | $55.2M | 0.04% | −2,652−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 1,445,258 | $53.4M | 0.11% | +4140.0% | Added |
| Voloridge Investment Management, LLC | 1,414,479 | $52.2M | 0.21% | −1,583,501−52.8% | Reduced |
| Royal London Asset Management Ltd | 1,412,058 | $52.1M | 0.15% | +120,187+9.3% | Added |
| Susquehanna International Group, LLP | 1,401,205 | $51.7M | 0.09% | +236,169+20.3% | Added |
| The PNC Financial Services Group, Inc. | 1,392,040 | $51.4M | 0.04% | −145,839−9.5% | Reduced |
| rhino investment partners, Inc | 1,388,455 | $51.3M | 9.55% | +7,650+0.6% | Added |
| AQR Capital Management LLC | 1,333,084 | $49.2M | 0.09% | −435,680−24.6% | Reduced |
| Fort Washington Investment Advisors Inc | 1,330,566 | $49.1M | 0.34% | −136,899−9.3% | Reduced |
| New York State Teachers Retirement System | 1,323,603 | $48.9M | 0.11% | −44,981−3.3% | Reduced |
| National Bank of Canada | 1,294,699 | $48.6M | 0.09% | +751,261+138.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,326,481 | $48.4M | 0.09% | +85,944+6.9% | Added |
| Adage Capital Partners GP, L.L.C. | 1,295,465 | $47.8M | 0.10% | −141,691−9.9% | Reduced |
| Captrust Financial Advisors | 1,290,894 | $47.7M | 0.16% | +370,926+40.3% | Added |