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, 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 | 1,707 | $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, 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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 52,895 | $1.95M | 0.15% | −442−0.8% | Reduced |
| Toroso Investments, LLC | 53,792 | $1.99M | 0.05% | +1,033+2.0% | Added |
| Metis Global Partners, LLC | 53,796 | $1.99M | 0.08% | −4,879−8.3% | Reduced |
| Prospera Financial Services Inc | 54,113 | $2.00M | 0.07% | −14,228−20.8% | Reduced |
| Metropolitan Life Insurance Co | 54,286 | $2.00M | 0.09% | −823−1.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 54,658 | $2.02M | 0.02% | −846−1.5% | Reduced |
| Easterly Investment Partners LLC | 54,677 | $2.02M | 0.22% | −417−0.8% | Reduced |
| Hancock Whitney Corp | 54,682 | $2.02M | 0.07% | +33,693+160.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 54,692 | $2.02M | 0.25% | −469−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 54,891 | $2.03M | 0.03% | −50−0.1% | Reduced |
| Capital International Inc | 54,912 | $2.03M | 0.03% | −3,933−6.7% | Reduced |
| Rather & Kittrell, Inc. | 55,457 | $2.05M | 0.71% | +461+0.8% | Added |
| River Wealth Advisors LLC | 56,474 | $2.09M | 0.33% | −4,926−8.0% | Reduced |
| Level Four Advisory Services, LLC | 56,669 | $2.09M | 0.12% | −35,584−38.6% | Reduced |
| Venture Visionary Partners LLC | 56,822 | $2.10M | 0.11% | −3,679−6.1% | Reduced |
| Lee Danner & Bass Inc | 56,859 | $2.10M | 0.18% | −7,041−11.0% | Reduced |
| Warren Averett Asset Management, LLC | 57,122 | $2.11M | 0.08% | −8,826−13.4% | Reduced |
| Iowa State Bank | 57,610 | $2.13M | 0.51% | −3,984−6.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 58,588 | $2.16M | 0.04% | −40,000−40.6% | Reduced |
| Camden National Bank | 58,827 | $2.17M | 0.40% | −5,546−8.6% | Reduced |
| Umb Bank N A | 59,622 | $2.20M | 0.03% | −4,084−6.4% | Reduced |
| Holderness Investments Co | 59,725 | $2.21M | 0.61% | +16,975+39.7% | Added |
| Foster Victor Wealth Advisors, LLC | 59,534 | $2.26M | 0.23% | +33,185+125.9% | Added |
| Achmea Investment Management B.V. | 61,630 | $2.28M | 0.05% | 00.0% | Unchanged |
| Cetera Advisors LLC | 61,770 | $2.28M | 0.03% | +34+0.1% | Added |
| First Hawaiian Bank | 61,879 | $2.28M | 0.07% | −6,977−10.1% | Reduced |
| Lincoln National Corp | 61,946 | $2.29M | 0.04% | −5,323−7.9% | Reduced |
| Redwood Investment Management, LLC | 62,692 | $2.31M | 0.21% | −911−1.4% | Reduced |
| Principle Wealth Partners LLC | 63,213 | $2.33M | 0.20% | +7,444+13.3% | Added |
| Nicholas Hoffman & Company, LLC. | 63,459 | $2.34M | 0.14% | −460−0.7% | Reduced |
| Capital Investment Counsel, Inc | 63,553 | $2.35M | 0.41% | −5,156−7.5% | Reduced |
| Moors & Cabot, Inc. | 63,769 | $2.35M | 0.15% | −408−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 63,814 | $2.36M | 0.05% | −191−0.3% | Reduced |
| Jones Financial Companies LLLP | 63,833 | $2.36M | 0.00% | +729+1.2% | Added |
| Resource Consulting Group Inc | 64,077 | $2.37M | 0.41% | +64,077 | New |
| Ahl Investment Management, Inc. | 64,329 | $2.38M | 1.94% | −190−0.3% | Reduced |
| Pinnacle Financial Partners Inc | 65,290 | $2.41M | 0.06% | −1,942−2.9% | Reduced |
| Peloton Wealth Strategists | 65,300 | $2.41M | 1.04% | +3,100+5.0% | Added |
| Infrastructure Capital Advisors, LLC | 65,560 | $2.42M | 0.38% | +65,560 | New |
| Stratos Wealth Partners, LTD. | 65,720 | $2.43M | 0.05% | +4,566+7.5% | Added |
| Wright Investors Service Inc | 65,745 | $2.43M | 0.68% | −10,033−13.2% | Reduced |
| Triangle Securities Wealth Management | 65,814 | $2.43M | 0.76% | +1,457+2.3% | Added |
| Walleye Trading LLC | 66,708 | $2.46M | 0.04% | +66,708 | New |
| Empowered Funds, LLC | 66,863 | $2.47M | 0.06% | +53,676+407.0% | Added |
| Gator Capital Management, LLC | 67,099 | $2.48M | 1.37% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 67,534 | $2.49M | 1.32% | +1,330+2.0% | Added |
| La Banque Postale Asset Management SA | 68,027 | $2.51M | 0.06% | −2,022−2.9% | Reduced |
| Kingsview Wealth Management, LLC | 68,206 | $2.52M | 0.08% | −7,926−10.4% | Reduced |
| King Luther Capital Management Corp | 68,704 | $2.54M | 0.01% | −7,313−9.6% | Reduced |
| Fulton Bank, N.A. | 69,255 | $2.56M | 0.12% | +480+0.7% | Added |
| New Mexico Educational Retirement Board | 69,288 | $2.56M | 0.10% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 69,531 | $2.57M | 0.21% | −13,666−16.4% | Reduced |
| PMC FIG Opportunities LLC | 70,000 | $2.58M | 7.18% | +70,000 | New |
| United Bank | 70,452 | $2.60M | 1.43% | −1,509−2.1% | Reduced |
| Everence Capital Management Inc | 70,530 | $2.60M | 0.19% | −4,160−5.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 70,862 | $2.62M | 0.03% | −5,140−6.8% | Reduced |
| Alaska Permanent Fund Corp | 71,191 | $2.63M | 0.04% | −309−0.4% | Reduced |
| Edmp, Inc. | 72,428 | $2.67M | 2.44% | +160+0.2% | Added |
| Huntington National Bank | 72,519 | $2.68M | 0.02% | −7,731−9.6% | Reduced |
| Axxcess Wealth Management, LLC | 73,744 | $2.72M | 0.08% | +11,699+18.9% | Added |
| JT Stratford LLC | 74,032 | $2.73M | 0.63% | −5,012−6.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 74,303 | $2.74M | 0.00% | −2,196−2.9% | Reduced |
| Kestra Private Wealth Services, LLC | 74,309 | $2.74M | 0.07% | −6,184−7.7% | Reduced |
| Semmax Financial Advisors Inc. | 77,731 | $2.76M | 1.00% | −17,409−18.3% | Reduced |
| Brookstone Capital Management | 74,682 | $2.76M | 0.05% | +59,342+386.8% | Added |
| Concord Wealth Partners | 75,115 | $2.77M | 0.56% | −2,632−3.4% | Reduced |
| Hengehold Capital Management LLC | 75,585 | $2.79M | 0.33% | −1,250−1.6% | Reduced |
| Fifth Third Bancorp | 75,760 | $2.80M | 0.01% | −48,962−39.3% | Reduced |
| Cramer Rosenthal McGlynn LLC | 75,945 | $2.80M | 0.15% | +13,522+21.7% | Added |
| Varma Mutual Pension Insurance Co | 76,100 | $2.81M | 0.03% | +76,100 | New |
| SG Americas Securities, LLC | 76,112 | $2.81M | 0.03% | −43,398−36.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 76,327 | $2.82M | 0.04% | +40,863+115.2% | Added |
| JustInvest LLC | 77,404 | $2.86M | 0.07% | +22,838+41.9% | Added |
| Wolverine Trading, LLC | 77,434 | $2.86M | 0.02% | +47,488+158.6% | Added |
| TD Private Client Wealth LLC | 77,648 | $2.87M | 0.10% | −18,652−19.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 78,050 | $2.88M | 0.09% | −38,352−32.9% | Reduced |
| Graham Capital Management, L.P. | 78,071 | $2.88M | 0.09% | +78,071 | New |
| Cary Street Partner Investment Advisory LLC | 78,767 | $2.91M | 0.14% | −1,128−1.4% | Reduced |
| Wellington Shields Capital Management, LLC | 79,986 | $2.95M | 0.37% | +24,931+45.3% | Added |
| Thrivent Financial for Lutherans | 80,533 | $2.97M | 0.01% | +8,780+12.2% | Added |
| Louisiana State Employees Retirement System | 80,600 | $2.98M | 0.06% | −1,900−2.3% | Reduced |
| Private Advisor Group, LLC | 81,156 | $3.00M | 0.02% | +640+0.8% | Added |
| Ziegler Capital Management, LLC | 81,094 | $3.00M | 0.14% | −114,050−58.4% | Reduced |
| Signature Wealth Management Group | 82,069 | $3.03M | 1.40% | +82,069 | New |
| Morningstar Investment Management LLC | 82,370 | $3.04M | 0.35% | +82,370 | New |
| MainStreet Investment Advisors LLC | 82,455 | $3.04M | 0.34% | −13,584−14.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 82,602 | $3.05M | 0.06% | +21,663+35.5% | Added |
| Anchor Investment Management, LLC | 83,024 | $3.07M | 0.35% | +2,890+3.6% | Added |
| Legacy Advisors, LLC | 83,110 | $3.07M | 0.40% | +67,558+434.4% | Added |
| Prudential PLC | 83,267 | $3.07M | 0.03% | −76,636−47.9% | Reduced |
| Fort Pitt Capital Group, LLC | 83,493 | $3.08M | 0.10% | +9,308+12.5% | Added |
| Securian Asset Management, Inc | 84,381 | $3.12M | 0.09% | −11,204−11.7% | Reduced |
| Hedeker Wealth, LLC | 84,430 | $3.12M | 0.98% | −19,651−18.9% | Reduced |
| Arbor Investment Advisors, LLC | 84,445 | $3.12M | 0.49% | −1,134−1.3% | Reduced |
| Fiduciary Alliance LLC | 84,453 | $3.12M | 0.61% | −705−0.8% | Reduced |
| Moloney Securities Asset Management, LLC | 85,499 | $3.16M | 0.51% | −240−0.3% | Reduced |
| Imprint Wealth LLC | 85,968 | $3.17M | 2.55% | +380+0.4% | Added |
| Pettyjohn, Wood & White, Inc | 86,720 | $3.20M | 0.69% | −3,504−3.9% | Reduced |
| Legacy Financial Advisors, Inc. | 87,913 | $3.25M | 0.62% | +70,039+391.8% | Added |
| Quadrature Capital Ltd | 88,714 | $3.28M | 0.06% | −287,673−76.4% | Reduced |