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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 169,341 | $6.25M | 0.15% | −2,157−1.3% | Reduced |
| McRae Capital Management Inc | 170,834 | $6.31M | 1.58% | −43,165−20.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 171,433 | $6.33M | 0.08% | −753−0.4% | Reduced |
| Tower Bridge Advisors | 171,816 | $6.34M | 0.55% | −47,126−21.5% | Reduced |
| GWM Advisors LLC | 172,886 | $6.37M | 0.06% | +34,571+25.0% | Added |
| Tower Research Capital LLC (TRC) | 172,956 | $6.39M | 0.08% | +95,869+124.4% | Added |
| Xponance, Inc. | 174,600 | $6.45M | 0.08% | +4,860+2.9% | Added |
| Alpha Omega Wealth Management LLC | 174,911 | $6.46M | 1.07% | −51,393−22.7% | Reduced |
| Mutual of America Capital Management LLC | 178,441 | $6.59M | 0.08% | −7,930−4.3% | Reduced |
| Cardinal Capital Management | 180,132 | $6.65M | 1.26% | −306−0.2% | Reduced |
| M&G Investment Management Ltd | 183,134 | $6.78M | 0.04% | −240,502−56.8% | Reduced |
| Diversified Trust Co | 183,571 | $6.78M | 0.23% | +359+0.2% | Added |
| First Eagle Investment Management, LLC | 184,028 | $6.79M | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 185,303 | $6.84M | 0.12% | −40,535−17.9% | Reduced |
| Janus Henderson Group PLC | 185,496 | $6.85M | 0.00% | −3,933−2.1% | Reduced |
| NTV Asset Management LLC | 185,726 | $6.86M | 1.16% | −17,206−8.5% | Reduced |
| Northern Oak Wealth Management Inc | 185,822 | $6.86M | 0.82% | −16,585−8.2% | Reduced |
| Logan Capital Management Inc | 185,945 | $6.87M | 0.32% | −6,637−3.4% | Reduced |
| Investment Management Corp of Ontario | 190,132 | $7.02M | 0.17% | +31,132+19.6% | Added |
| Public Employees Retirement Association of Colorado | 196,763 | $7.26M | 0.03% | −4,786−2.4% | Reduced |
| Yousif Capital Management, LLC | 196,915 | $7.27M | 0.09% | −8,435−4.1% | Reduced |
| Korea Investment CORP | 198,275 | $7.32M | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 198,506 | $7.33M | 0.11% | +23,667+13.5% | Added |
| Rothschild Investment LLC | 200,370 | $7.40M | 0.62% | +200,370 | New |
| Simplex Trading, LLC | 201,271 | $7.43M | 0.23% | +1,390+0.7% | Added |
| Mercer Global Advisors Inc | 201,643 | $7.45M | 0.02% | −7,474−3.6% | Reduced |
| Old Point Trust & Financial Services N A | 203,963 | $7.53M | 3.04% | −21,342−9.5% | Reduced |
| Boothbay Fund Management, LLC | 204,226 | $7.54M | 0.28% | +204,226 | New |
| Socorro Asset Management LP | 206,884 | $7.64M | 3.37% | +7,710+3.9% | Added |
| Northwestern Mutual Wealth Management Co | 207,709 | $7.67M | 0.01% | −18,488−8.2% | Reduced |
| Public Sector Pension Investment Board | 208,020 | $7.68M | 0.06% | −100,354−32.5% | Reduced |
| New York Life Investment Management LLC | 208,437 | $7.70M | 0.08% | +1,452+0.7% | Added |
| Russell Investments Group, Ltd. | 208,422 | $7.72M | 0.01% | −172,921−45.3% | Reduced |
| Degroof Petercam Asset Management | 214,960 | $7.94M | 0.10% | +214,960 | New |
| Wealthcare Advisory Partners LLC | 215,115 | $7.94M | 0.32% | +53,737+33.3% | Added |
| Steel Peak Wealth Management LLC | 216,090 | $7.98M | 0.47% | +204,717+1,800.0% | Added |
| Highland Capital Management, LLC | 216,960 | $8.01M | 0.50% | +693+0.3% | Added |
| Rowland & Co Investment Counsel | 217,508 | $8.03M | 1.84% | −3,974−1.8% | Reduced |
| Intact Investment Management Inc. | 217,900 | $8.04M | 0.33% | +400+0.2% | Added |
| Willis Investment Counsel | 218,646 | $8.07M | 0.57% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 218,820 | $8.08M | 1.01% | +218,820 | New |
| Pinnacle Associates Ltd | 219,458 | $8.10M | 0.14% | −15,162−6.5% | Reduced |
| Old National Bancorp | 219,648 | $8.11M | 0.21% | −12,878−5.5% | Reduced |
| Bogart Wealth, LLC | 224,608 | $8.29M | 0.47% | −4,023−1.8% | Reduced |
| WSFS Capital Management, LLC | 228,278 | $8.43M | 0.53% | −16,376−6.7% | Reduced |
| Utah Retirement Systems | 229,525 | $8.47M | 0.11% | +1,300+0.6% | Added |
| Allianz Asset Management GmbH | 229,601 | $8.48M | 0.02% | −35,478−13.4% | Reduced |
| Czech National Bank | 233,583 | $8.62M | 0.12% | +781+0.3% | Added |
| Systematic Alpha Investments, LLC | 233,937 | $8.64M | 0.39% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 234,778 | $8.67M | 0.03% | −279,073−54.3% | Reduced |
| Independent Advisor Alliance | 244,254 | $9.02M | 0.32% | +62,658+34.5% | Added |
| Mackenzie Financial Corp | 246,748 | $9.11M | 0.01% | +94,061+61.6% | Added |
| Teacher Retirement System of Texas | 250,279 | $9.24M | 0.06% | +147,076+142.5% | Added |
| Kanawha Capital Management LLC | 250,781 | $9.26M | 0.85% | −23,500−8.6% | Reduced |
| Cresset Asset Management, LLC | 251,672 | $9.29M | 0.06% | −6,706−2.6% | Reduced |
| Raymond James Trust N.A. | 252,128 | $9.31M | 0.25% | −23,908−8.7% | Reduced |
| Wellington Management Group LLP | 252,719 | $9.33M | 0.00% | +208,772+475.1% | Added |
| Modera Wealth Management, LLC | 252,768 | $9.33M | 0.15% | +50,947+25.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 255,871 | $9.45M | 0.85% | +3,166+1.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 256,674 | $9.48M | 0.05% | +1,800+0.7% | Added |
| Cetera Advisor Networks LLC | 258,767 | $9.55M | 0.05% | +13,531+5.5% | Added |
| Forsta Ap-Fonden | 259,000 | $9.56M | 0.10% | −52,400−16.8% | Reduced |
| DnB Asset Management AS | 259,606 | $9.58M | 0.05% | −9,007−3.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 266,381 | $9.84M | 2.06% | −120,125−31.1% | Reduced |
| Point72 Middle East FZE | 268,123 | $9.90M | 0.69% | +128,267+91.7% | Added |
| IFM Investors Pty Ltd | 274,727 | $10.1M | 0.12% | −5,748−2.0% | Reduced |
| Capital Investment Advisory Services, LLC | 274,827 | $10.1M | 0.95% | −10,932−3.8% | Reduced |
| Texas Permanent School Fund | 275,166 | $10.2M | 0.09% | +396+0.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 277,354 | $10.2M | 0.13% | −48,800−15.0% | Reduced |
| CIBC Asset Management Inc | 282,201 | $10.4M | 0.04% | −22,747−7.5% | Reduced |
| Advisors Asset Management, Inc. | 283,533 | $10.5M | 0.21% | −77,656−21.5% | Reduced |
| Peapack Gladstone Financial Corp | 286,028 | $10.6M | 0.18% | −19,608−6.4% | Reduced |
| ProShare Advisors LLC | 287,451 | $10.6M | 0.03% | −17,967−5.9% | Reduced |
| Novare Capital Management LLC | 287,997 | $10.6M | 1.08% | +2,902+1.0% | Added |
| Auto-Owners Insurance Co | 288,000 | $10.6M | 0.32% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 290,001 | $10.7M | 0.13% | +65,799+29.3% | Added |
| Sonora Investment Management Group, LLC | 291,495 | $10.8M | 0.88% | +11,575+4.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 292,056 | $10.8M | 0.08% | +24,239+9.1% | Added |
| Engineers Gate Manager LP | 293,470 | $10.8M | 0.31% | +271,648+1,244.8% | Added |
| Retirement Systems of Alabama | 293,928 | $10.9M | 0.05% | −7,243−2.4% | Reduced |
| Crestline Management, LP | 296,714 | $11.0M | 1.01% | +66,714+29.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 300,718 | $11.1M | 0.14% | +110,976+58.5% | Added |
| Coerente Capital Management | 302,692 | $11.2M | 2.29% | −62,921−17.2% | Reduced |
| Squarepoint Ops LLC | 304,838 | $11.3M | 0.05% | −154,791−33.7% | Reduced |
| Manning & Napier Group, LLC | 305,354 | $11.3M | 0.13% | −50,713−14.2% | Reduced |
| BOCHK Asset Management Ltd | 308,000 | $11.4M | 6.99% | +308,000 | New |
| GTS Securities LLC | 309,981 | $11.4M | 0.25% | +215,120+226.8% | Added |
| Salem Investment Counselors Inc | 311,325 | $11.5M | 0.39% | −27,361−8.1% | Reduced |
| MML Investors Services, LLC | 313,796 | $11.6M | 0.05% | +54,830+21.2% | Added |
| 1832 Asset Management L.P. | 316,628 | $11.7M | 0.02% | +310,523+5,086.4% | Added |
| Edge Capital Group, LLC | 319,633 | $11.8M | 0.66% | +68,637+27.3% | Added |
| Delta Asset Management LLC | 323,386 | $11.9M | 1.14% | +3,206+1.0% | Added |
| Robeco Institutional Asset Management B.V. | 323,591 | $11.9M | 0.03% | −24,708−7.1% | Reduced |
| MetLife Investment Management | 323,614 | $11.9M | 0.09% | −5,733−1.7% | Reduced |
| Amalgamated Bank | 326,070 | $12.0M | 0.10% | −10,334−3.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 338,972 | $12.5M | 0.03% | +117,524+53.1% | Added |
| Great Lakes Advisors, LLC | 340,048 | $12.6M | 0.12% | −16,649−4.7% | Reduced |
| Ategra Capital Management, LLC | 341,913 | $12.6M | 5.65% | +2,941+0.9% | Added |
| State of Tennessee, Treasury Department | 352,174 | $13.0M | 0.05% | +147,945+72.4% | Added |
| Oppenheimer Asset Management Inc. | 359,813 | $13.3M | 0.18% | −5,288−1.4% | Reduced |