Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesTFC.PITFC.POTFC.PR

Q4 2023 vs. Q3 2023

How the institutions holding Truist Financial Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of TFC: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,272211,399+148
Shares933.8M1.60M952.7M+20.6M (+2.2%)
Value$26.7B$45.8M$35.2B+$8.47B (+31.7%)

21 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (234)

Institutions that held Truist Financial Corp at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 234 by value.

Institutions new to TFC in Q4 2023
InstitutionSharesValue% of portfolio
Parnassus Investments2,574,466$95.0M0.21%
Azora Capital LP1,963,654$72.5M6.57%
Twinbeech Capital LP1,613,957$59.6M0.96%
Ariel Investments, LLC1,067,702$39.4M0.39%
Susquehanna Portfolio Strategies, LLC922,747$34.1M0.61%
VGI Partners Ltd665,781$24.6M2.61%
Aquatic Capital Management LLC529,000$19.5M0.50%
Hudson Bay Capital Management LP525,000$19.4M0.17%
Basswood Capital Management, L.L.C.496,045$18.3M1.18%
Walleye Capital LLC435,020$16.1M0.23%
Cantor Fitzgerald Investment Adviser L.P.427,487$15.8M1.22%
Worldquant Millennium Advisors LLC377,173$13.9M0.19%
BOCHK Asset Management Ltd308,000$11.4M6.99%
Point72 Europe (London) LLP218,820$8.08M1.01%
Degroof Petercam Asset Management214,960$7.94M0.10%
Boothbay Fund Management, LLC204,226$7.54M0.28%
Rothschild Investment LLC200,370$7.40M0.62%
Boston Common Asset Management, LLC167,244$6.17M0.14%
Pathstone Holdings, LLC152,726$5.64M0.03%
L & S Advisors Inc145,855$5.38M0.66%
U.S. Capital Wealth Advisors, LLC144,895$5.35M0.21%
Y-Intercept (Hong Kong) Ltd121,060$4.47M0.42%
Cornerstone Wealth Group, LLC115,154$4.25M0.61%
EJF Capital LLC112,012$4.14M2.16%
Point72 Hong Kong Ltd110,773$4.09M0.25%
BlueChip Wealth Advisors LLC105,057$3.88M2.72%
Morningstar Investment Management LLC82,370$3.04M0.35%
Signature Wealth Management Group82,069$3.03M1.40%
Graham Capital Management, L.P.78,071$2.88M0.09%
Varma Mutual Pension Insurance Co76,100$2.81M0.03%
PMC FIG Opportunities LLC70,000$2.58M7.18%
Walleye Trading LLC66,708$2.46M0.04%
Infrastructure Capital Advisors, LLC65,560$2.42M0.38%
Resource Consulting Group Inc64,077$2.37M0.41%
Winton Group Ltd51,565$1.90M0.14%
Maltese Capital Management LLC50,000$1.85M0.52%
Arvest Investments, Inc.43,631$1.61M0.26%
Principal Securities, Inc.43,137$1.59M0.06%
DRW Securities, LLC42,399$1.57M0.05%
Pinnbrook Capital Management LP41,148$1.52M0.36%
Senvest Management, LLC40,000$1.48M0.06%
Quadcap Wealth Management, LLC39,357$1.45M0.38%
Motley Fool Asset Management LLC36,724$1.36M0.10%
FJ Investments, LLC34,500$1.27M0.06%
Taylor Financial Group, Inc.31,798$1.17M0.97%
Brevan Howard Capital Management LP30,630$1.13M0.11%
Concurrent Investment Advisors, LLC30,049$1.11M0.05%
Gratus Wealth Advisors, LLC28,796$1.06M0.21%
Icon Wealth Advisors, LLC28,340$1.05M0.11%
Nomura Holdings Inc26,894$992.9K0.01%
Trust Co of the South26,078$962.8K0.25%
Inspire Trust Co, N.A.25,357$936.2K0.97%
Jefferies Financial Group Inc.25,000$923.0K0.01%
Groupama Asset Managment24,899$919.6K0.02%
Bridges Investment Management Inc24,650$910.1K0.03%
HighPoint Advisor Group LLC23,006$865.0K0.06%
Midland Wealth Advisors LLC23,090$852.5K0.06%
Ignite Planners, LLC22,451$842.1K0.25%
Gunn & Co Investment Management, Inc.22,263$822.0K0.05%
TCW Group Inc21,057$785.2K0.01%
Northwest Bank & Trust Co21,022$775.9K0.70%
Symphony Financial, Ltd. Co.20,159$756.1K0.16%
AlTi Global, Inc.18,236$673.3K0.02%
Meadow Creek Wealth Advisors LLC17,926$661.8K0.64%
Bridgefront Capital, LLC17,711$653.9K0.49%
LVW Advisors, LLC17,268$637.5K0.12%
Badgley Phelps Wealth Managers, LLC17,075$630.4K0.02%
Impax Asset Management Group plc17,000$627.6K0.00%
Tocqueville Asset Management L.P.15,608$576.2K0.01%
Burkett Financial Services, LLC15,047$555.5K0.31%
Oak Thistle LLC14,935$551.4K0.16%
Fiduciary Family Office, LLC14,426$532.6K0.23%
Smartleaf Asset Management LLC13,980$519.0K0.14%
Stevens Capital Management LP13,729$507.0K0.13%
Bard Financial Services, Inc.13,200$487.3K0.05%
Hamilton Capital Partners Inc.12,600$465.2K0.09%
Quest Partners LLC12,324$455.0K0.10%
Concord Asset Management, LLC12,068$445.6K0.13%
Kingswood Wealth Advisors, LLC12,058$445.2K0.05%
Qtron Investments LLC11,154$411.8K0.07%
Premier Path Wealth Partners, LLC11,052$408.0K0.09%
Cidel Asset Management Inc11,030$407.2K0.02%
Rakuten Securities, Inc.11,022$406.9K0.32%
Harmony Asset Management LLC10,957$404.5K0.17%
Pine Harbor Wealth Management, LLC10,842$400.3K0.30%
Yeomans Consulting Group, Inc.10,548$389.4K0.19%
Focus Financial Network Inc10,417$384.6K0.01%
Prime Capital Investment Advisors, LLC10,271$379.2K0.01%
Machina Capital S.A.S.10,230$377.7K0.24%
Newman Dignan & Sheerar, Inc.10,144$374.5K0.11%
Calton & Associates, Inc.10,143$374.5K0.15%
Eqis Capital Management, Inc.10,068$371.7K0.03%
My Legacy Advisors, LLC9,944$371.3K0.13%
Quotient Wealth Partners, LLC9,964$367.9K0.01%
Winthrop Capital Management, LLC9,693$357.9K0.12%
Convergence Investment Partners, LLC9,588$354.0K0.18%
Tritonpoint Wealth, LLC9,467$349.5K0.03%
PEAK6 Investments LLC9,279$342.6K0.01%
ISAM Funds (UK) Ltd9,265$342.1K0.24%
Sollinda Capital Management LLC9,004$332.4K0.09%

Sold out (86)

Institutions that held Truist Financial Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of TFC in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Two Sigma Investments, LP3,145,294$90.0M
Renaissance Technologies LLC1,879,217$53.8M
Two Sigma Advisers, LP1,001,900$28.7M
Cubist Systematic Strategies, LLC676,476$19.4M
Cantor Fitzgerald, L. P.447,135$12.8M
Clarity Financial LLC312,930$8.95M
One Fin Capital Management LP280,000$8.01M
Tudor Investment Corp Et Al235,053$6.72M
River Road Asset Management, LLC206,770$5.92M
Advanced Portfolio Management, LLC185,000$5.29M
Trexquant Investment LP159,534$4.56M
Quantbot Technologies LP147,127$4.21M
Numerai GP LLC128,333$3.67M
Magnetar Financial LLC124,579$3.56M
German American Bancorp, Inc.123,366$3.53M
Versor Investments LP60,700$1.74M
Goelzer Investment Management, Inc.60,255$1.72M
Waddell & Associates, LLC50,419$1.44M
Two Sigma Securities, LLC44,777$1.28M
Capstone Investment Advisors, LLC41,357$1.18M
Caisse de Depot Et Placement du Quebec37,073$1.06M
Princeton Global Asset Management LLC34,993$1.00M
Investors Asset Management of Georgia Inc36,122$1.00M
Parallax Volatility Advisers, L.P.34,255$980.0K
Warther Private Wealth, LLC32,285$923.7K
Maverick Capital LtdSuperinvestorMaverick Capital29,622$847.5K
Paloma Partners Management Co22,994$657.9K
Optiver Holding B.V.20,731$593.1K
Bayesian Capital Management, LP20,428$584.4K
Fund Management at Engine No. 1 LLC19,045$544.9K
Group One Trading, L.P.18,610$532.4K
First Heartland Consultants, Inc.17,079$489.0K
Campbell & CO Investment Adviser LLC15,655$447.9K
Koshinski Asset Management, Inc.13,220$378.2K
Allen Investment Management LLC12,950$370.5K
Meiji Yasuda Life Insurance Co12,000$343.3K
Lombard Odier Asset Management (Switzerland) SA11,901$340.5K
Grey Street Capital, LLC10,385$297.1K
Guyasuta Investment Advisors Inc9,942$284.4K
Maven Securities LTD9,360$267.8K
Essex Savings Bank9,083$259.9K
Waycross Partners, LLC9,000$257.5K
Sentry Investment Management LLC7,709$221.0K
Quantum Financial Advisors, LLC7,722$220.9K
Systematic Financial Management LP7,659$219.1K
Phillips Wealth Planners LLC7,791$218.6K
Thoroughbred Financial Services, LLC7,644$218.0K
Terry L. Blaker7,592$217.2K
Echo Street Capital Management LLC7,385$211.3K
Deroy & Devereaux Private Investment Counsel Inc7,137$204.0K
KCM Investment Advisors LLC7,100$203.1K
Cutler Capital Management, LLC7,084$202.7K
Northern Financial Advisors Inc7,059$202.0K
Bessemer Securities LLC6,966$199.0K
Riverview Trust Co5,627$161.0K
Western Pacific Wealth Management, LP2,840$81.3K
IMA Wealth, Inc.1,961$56.1K
LWM Advisory Services, LLC1,536$43.9K
Authentikos Wealth Advisory, LLC1,251$35.8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,096$32.8K
Earnest Partners LLC745$21.3K
Laffer Tengler Investments724$20.7K
Andra AP-fonden700$20.0K
Global Financial Private Client, LLC602$16.6K
WR Wealth Planners, LLC336$9.63K
TSFG, LLC303$9.00K
Baker Avenue Asset Management, LP297$8.50K
Glass Jacobson Investment Advisors llc292$8.35K
Founders Capital Management225$6.44K
Thomas J. Herzfeld Advisors, Inc.220$6.29K
SOA Wealth Advisors, LLC.200$5.72K
Centerpoint Advisors, LLC136$4.00K
West Financial Advisors, LLC139$3.98K
Orion Capital Management LLC129$3.69K
Cambridge Trust Co113$3.23K
Truvestments Capital LLC79$2.26K
Atlas Capital Advisors LLC68$1.95K
Front Row Advisors LLC55$1.57K
Buck Wealth Strategies, LLC55$1.57K
Estabrook Capital Management53$1.52K
JNBA Financial Advisors42$1.20K
PrairieView Partners, LLC37$1.00K
Perkins Coie Trust Co18$514
VisionPoint Advisory Group, LLC17$486
Carmel Capital Partners, LLC3$86
Hallmark Capital Management Inc1$28

Not filed for Q4 2023 yet (21)

Institutions that held Truist Financial Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TFC in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
PM Capital Ltd665,781$19.0M
Bryn Mawr Trust Co273,905$7.84M
Rothschild Investment Corp212,940$6.09M
First Republic Investment Management, Inc.135,255$3.87M
Pathstone Family Office, LLC97,317$2.79M
Advisor Partners II, LLC43,040$1.23M
Old North State Trust, LLC38,016$1.09M
Icon Wealth Partners, LLC28,329$810.5K
Comerica Securities,inc.26,678$763.2K
River Oaks Capital LLC15,200$434.9K
Gyroscope Capital Management Group, LLC14,236$407.3K
Hall Private Wealth Advisors12,726$364.1K
Tradewinds, LLC.11,957$342.1K
Triad Financial Advisors, Inc.10,207$292.0K
Madison Wealth Management7,616$217.9K
KB Financial Partners, LLC2,563$73.0K
Sutton Wealth Advisors Inc.1,747$50.0K
Antonetti Capital Management LLC849$24.3K
Column Capital Advisors, LLC705$20.2K
Steward Financial Group LLC388$11.0K
Johnson Midwest Financial, LLC100$2.86K