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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 88,752 | $3.28M | 0.32% | +15,646+21.4% | Added |
| Pacer Advisors, Inc. | 89,152 | $3.29M | 0.01% | −234,278−72.4% | Reduced |
| Hartford Investment Management Co | 89,829 | $3.32M | 0.12% | −3,819−4.1% | Reduced |
| Am Investment Strategies LLC | 90,207 | $3.33M | 0.94% | −3,979−4.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 90,566 | $3.34M | 0.35% | +10,730+13.4% | Added |
| National Asset Management, Inc. | 91,010 | $3.36M | 0.09% | −656−0.7% | Reduced |
| BancorpSouth Bank | 94,120 | $3.47M | 0.28% | +6,167+7.0% | Added |
| Community Bank, N.A. | 94,705 | $3.50M | 0.46% | +3,758+4.1% | Added |
| HB Wealth Management, LLC | 95,785 | $3.54M | 0.05% | +15,240+18.9% | Added |
| Capital Group Private Client Services, Inc. | 96,193 | $3.55M | 0.04% | −33,635−25.9% | Reduced |
| First National Trust Co | 96,486 | $3.56M | 0.16% | −6,118−6.0% | Reduced |
| Van Eck Associates Corp | 97,035 | $3.58M | 0.01% | −158,822−62.1% | Reduced |
| Continental Advisors LLC | 97,450 | $3.60M | 3.25% | −2,000−2.0% | Reduced |
| Brinker Capital Investments, LLC | 97,074 | $3.69M | 0.04% | −5,914−5.7% | Reduced |
| Orion Portfolio Solutions, LLC | 97,074 | $3.69M | 0.04% | −5,914−5.7% | Reduced |
| Chartwell Investment Partners, LLC | 100,000 | $3.69M | 0.13% | −150−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 101,200 | $3.74M | 0.03% | −94,902−48.4% | Reduced |
| Asio Capital, LLC | 101,973 | $3.76M | 0.88% | +3,749+3.8% | Added |
| Maryland State Retirement & Pension System | 103,233 | $3.81M | 0.08% | +1,932+1.9% | Added |
| Ingalls & Snyder LLC | 103,297 | $3.81M | 0.17% | −14,170−12.1% | Reduced |
| LaFleur & Godfrey LLC | 103,583 | $3.82M | 0.57% | +2,202+2.2% | Added |
| United Capital Management of KS, Inc. | 103,905 | $3.84M | 1.16% | +940+0.9% | Added |
| Bragg Financial Advisors, Inc | 103,935 | $3.84M | 0.18% | −437−0.4% | Reduced |
| Stock Yards Bank & Trust Co | 104,430 | $3.86M | 0.14% | +4,523+4.5% | Added |
| Huber Capital Management LLC | 104,653 | $3.86M | 0.97% | −33,982−24.5% | Reduced |
| BlueChip Wealth Advisors LLC | 105,057 | $3.88M | 2.72% | +105,057 | New |
| Sandy Spring Bank | 105,179 | $3.88M | 0.19% | +3,451+3.4% | Added |
| Wealthfront Advisers LLC | 105,216 | $3.88M | 0.01% | +11,435+12.2% | Added |
| HRT Financial LP | 105,596 | $3.90M | 0.03% | +77,541+276.4% | Added |
| Candriam Luxembourg S.C.A. | 106,242 | $3.92M | 0.03% | −2,663−2.4% | Reduced |
| Arkadios Wealth Advisors | 106,283 | $3.92M | 0.33% | +2,860+2.8% | Added |
| Kentucky Retirement Systems | 106,708 | $3.94M | 0.12% | −2,093−1.9% | Reduced |
| Atria Investments LLC | 107,261 | $3.96M | 0.06% | −4,095−3.7% | Reduced |
| Abn Amro Investment Solutions | 107,797 | $3.98M | 0.07% | +99,981+1,279.2% | Added |
| Hyman Charles D | 107,989 | $3.99M | 0.24% | −3,695−3.3% | Reduced |
| Colonial Trust Advisors | 108,378 | $4.00M | 0.42% | −9,224−7.8% | Reduced |
| AXA S.A. | 109,090 | $4.03M | 0.01% | −29,782−21.4% | Reduced |
| Gulf International Bank (UK) Ltd | 109,309 | $4.04M | 0.11% | −12,089−10.0% | Reduced |
| Keybank National Association | 110,347 | $4.07M | 0.02% | −1,802−1.6% | Reduced |
| M&T Bank Corp | 110,701 | $4.09M | 0.02% | −3,130−2.7% | Reduced |
| Point72 Hong Kong Ltd | 110,773 | $4.09M | 0.25% | +110,773 | New |
| Kovitz Investment Group Partners, LLC | 111,554 | $4.12M | 0.07% | −10,841−8.9% | Reduced |
| EJF Capital LLC | 112,012 | $4.14M | 2.16% | +112,012 | New |
| Dakota Wealth Management | 113,523 | $4.19M | 0.16% | −5,282−4.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 114,627 | $4.23M | 0.04% | −4,751−4.0% | Reduced |
| Cornerstone Wealth Group, LLC | 115,154 | $4.25M | 0.61% | +115,154 | New |
| Elo Mutual Pension Insurance Co | 116,290 | $4.29M | 0.12% | +4,814+4.3% | Added |
| Avantax Advisory Services, Inc. | 117,458 | $4.34M | 0.04% | +10,802+10.1% | Added |
| Thomasville National Bank | 118,568 | $4.38M | 0.39% | −466,833−79.7% | Reduced |
| Bridge Creek Capital Management LLC | 118,921 | $4.39M | 1.52% | +1,040+0.9% | Added |
| Sterling Investment Advisors, Ltd. | 118,993 | $4.39M | 1.37% | +2,488+2.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 119,187 | $4.40M | 0.02% | −7,077−5.6% | Reduced |
| Dana Investment Advisors, Inc. | 119,648 | $4.42M | 0.21% | +9,371+8.5% | Added |
| Daiwa Securities Group Inc. | 119,838 | $4.42M | 0.03% | +6,995+6.2% | Added |
| Commerce Bank | 120,435 | $4.45M | 0.03% | −120,136−49.9% | Reduced |
| Baugh & Associates, LLC | 120,711 | $4.46M | 2.56% | −975−0.8% | Reduced |
| First Citizens Bank & Trust Co | 120,868 | $4.46M | 0.08% | −7,623−5.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 121,060 | $4.47M | 0.42% | +121,060 | New |
| Oppenheimer & Co Inc | 121,853 | $4.50M | 0.08% | −8,378−6.4% | Reduced |
| Chesley Taft & Associates LLC | 122,171 | $4.51M | 0.25% | −4,015−3.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 122,625 | $4.53M | 0.85% | +509+0.4% | Added |
| XML Financial, LLC | 122,657 | $4.53M | 0.48% | −3,390−2.7% | Reduced |
| Qube Research & Technologies Ltd | 124,914 | $4.61M | 0.01% | −2,575,486−95.4% | Reduced |
| Keating Investment Counselors Inc | 125,123 | $4.62M | 1.65% | −12,047−8.8% | Reduced |
| Kempner Capital Management Inc. | 125,492 | $4.63M | 2.59% | −360.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 127,417 | $4.70M | 0.41% | +31,223+32.5% | Added |
| Cetera Investment Advisers | 128,987 | $4.76M | 0.04% | +4,520+3.6% | Added |
| Griffin Asset Management, Inc. | 132,207 | $4.88M | 0.62% | −2,828−2.1% | Reduced |
| Kavar Capital Partners Group, LLC | 133,700 | $4.94M | 0.55% | +48,375+56.7% | Added |
| tru Independence LLC | 134,019 | $4.95M | 1.50% | −1,148−0.8% | Reduced |
| Wesbanco Bank Inc | 134,278 | $4.96M | 0.28% | −45,593−25.3% | Reduced |
| Parcion Private Wealth LLC | 135,054 | $4.99M | 0.46% | +75,428+126.5% | Added |
| Loudon Investment Management, LLC | 136,193 | $5.03M | 3.11% | +4,795+3.6% | Added |
| Harvest Portfolios Group Inc. | 136,989 | $5.06M | 0.21% | +17,524+14.7% | Added |
| Foyston, Gordon, & Payne Inc | 138,428 | $5.11M | 1.28% | −55,838−28.7% | Reduced |
| Zions Bancorporation, N.A. | 140,939 | $5.20M | 0.36% | −422−0.3% | Reduced |
| State of Alaska, Department of Revenue | 144,018 | $5.32M | 0.06% | −14,245−9.0% | Reduced |
| Davis Selected Advisers | 144,376 | $5.33M | 0.03% | −2,490−1.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 144,895 | $5.35M | 0.21% | +144,895 | New |
| L & S Advisors Inc | 145,855 | $5.38M | 0.66% | +145,855 | New |
| Stephens Inc | 146,727 | $5.42M | 0.09% | −12,992−8.1% | Reduced |
| Linscomb & Williams, Inc. | 147,142 | $5.43M | 0.30% | −1,671−1.1% | Reduced |
| Nissay Asset Management Corp | 147,573 | $5.45M | 0.04% | +5,853+4.1% | Added |
| Whitener Capital Management, Inc. | 148,623 | $5.49M | 1.99% | +9,846+7.1% | Added |
| Associated Banc-Corp | 148,756 | $5.49M | 0.19% | −30,671−17.1% | Reduced |
| CIBC Private Wealth Group, LLC | 148,935 | $5.50M | 0.01% | −9,774−6.2% | Reduced |
| Black Maple Capital Management LP | 150,084 | $5.54M | 5.10% | −18,000−10.7% | Reduced |
| Patten & Patten Inc | 150,224 | $5.55M | 0.46% | −30,409−16.8% | Reduced |
| Massmutual Trust Co FSB | 151,912 | $5.61M | 0.19% | −21,604−12.5% | Reduced |
| Pathstone Holdings, LLC | 152,726 | $5.64M | 0.03% | +152,726 | New |
| British Columbia Investment Management Corp | 153,313 | $5.66M | 0.05% | +32,199+26.6% | Added |
| AMG National Trust Bank | 153,704 | $5.67M | 0.18% | +53,412+53.3% | Added |
| Cullinan Associates Inc | 154,048 | $5.69M | 0.32% | +850+0.6% | Added |
| Argent Trust Co | 162,437 | $6.00M | 0.30% | +4,648+2.9% | Added |
| Duality Advisers, LP | 164,920 | $6.09M | 0.64% | +65,780+66.4% | Added |
| Montag A & Associates Inc | 166,329 | $6.14M | 0.34% | +5,366+3.3% | Added |
| Boston Common Asset Management, LLC | 167,244 | $6.17M | 0.14% | +167,244 | New |
| Kestra Advisory Services, LLC | 167,380 | $6.18M | 0.05% | −7,760−4.4% | Reduced |
| Schroder Investment Management Group | 167,430 | $6.18M | 0.01% | +9,213+5.8% | Added |
| Ethic Inc. | 168,991 | $6.24M | 0.18% | +26,414+18.5% | Added |