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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 360,665 | $13.3M | 0.16% | +180,945+100.7% | Added |
| Guggenheim Capital LLC | 360,703 | $13.3M | 0.10% | +42,772+13.5% | Added |
| Advisor Group Holdings, Inc. | 362,776 | $13.4M | 0.02% | −191,178−34.5% | Reduced |
| Regions Financial Corp | 363,440 | $13.4M | 0.11% | −345,400−48.7% | Reduced |
| AustralianSuper Pty Ltd | 371,229 | $13.7M | 0.08% | +73,843+24.8% | Added |
| Natixis Advisors, L.P. | 373,375 | $13.8M | 0.04% | +88,035+30.9% | Added |
| Handelsbanken Fonder AB | 374,623 | $13.8M | 0.07% | +14,568+4.0% | Added |
| Arizona State Retirement System | 374,743 | $13.8M | 0.10% | −2,260−0.6% | Reduced |
| Mariner, LLC | 376,497 | $13.9M | 0.03% | +43,542+13.1% | Added |
| Worldquant Millennium Advisors LLC | 377,173 | $13.9M | 0.19% | +377,173 | New |
| Cambridge Investment Research Advisors, Inc. | 377,760 | $13.9M | 0.06% | +32,983+9.6% | Added |
| Financial Counselors Inc | 378,748 | $14.0M | 0.25% | −59,881−13.7% | Reduced |
| Advisors Capital Management, LLC | 381,660 | $14.1M | 0.29% | −13,810−3.5% | Reduced |
| Creative Planning | 383,633 | $14.2M | 0.03% | +15,975+4.3% | Added |
| American Assets Investment Management, LLC | 384,000 | $14.2M | 1.46% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 384,862 | $14.2M | 0.06% | +1,827+0.5% | Added |
| American International Group, Inc. | 388,141 | $14.3M | 0.06% | −2,458−0.6% | Reduced |
| Verity & Verity, LLC | 391,590 | $14.5M | 1.66% | +14,589+3.9% | Added |
| State of Michigan Retirement System | 394,043 | $14.5M | 0.09% | +3,300+0.8% | Added |
| Brown Advisory Inc | 399,537 | $14.8M | 0.02% | −57,792−12.6% | Reduced |
| D. E. Shaw & Co., Inc. | 401,081 | $14.8M | 0.02% | −1,899,922−82.6% | Reduced |
| Rockefeller Capital Management L.P. | 407,317 | $15.0M | 0.05% | +48,075+13.4% | Added |
| Godsey & Gibb Associates | 423,929 | $15.7M | 1.77% | −12,916−3.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 427,487 | $15.8M | 1.22% | +427,487 | New |
| Comerica Bank | 432,542 | $16.0M | 0.07% | −13,761−3.1% | Reduced |
| Marshall Wace, LLP | 434,217 | $16.0M | 0.03% | −226,594−34.3% | Reduced |
| US Bancorp | 434,681 | $16.0M | 0.02% | −41,163−8.7% | Reduced |
| Walleye Capital LLC | 435,020 | $16.1M | 0.23% | +435,020 | New |
| Synovus Financial Corp | 446,544 | $16.5M | 0.23% | +4,904+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 450,833 | $16.6M | 0.05% | +44,668+11.0% | Added |
| Lighthouse Investment Partners, LLC | 456,824 | $16.9M | 1.23% | +443,079+3,223.6% | Added |
| Davenport & Co LLC | 462,208 | $17.1M | 0.12% | +104,986+29.4% | Added |
| Montgomery Investment Management Inc | 466,870 | $17.2M | 5.30% | 00.0% | Unchanged |
| USS Investment Management Ltd | 477,083 | $17.6M | 0.16% | −26,899−5.3% | Reduced |
| Deprince Race & Zollo Inc | 483,693 | $17.9M | 0.40% | −130,726−21.3% | Reduced |
| Basswood Capital Management, L.L.C. | 496,045 | $18.3M | 1.18% | +496,045 | New |
| Hudson Bay Capital Management LP | 525,000 | $19.4M | 0.17% | +525,000 | New |
| Asset Management One Co.,Ltd. | 523,172 | $19.5M | 0.08% | −17,855−3.3% | Reduced |
| Aquatic Capital Management LLC | 529,000 | $19.5M | 0.50% | +529,000 | New |
| South Dakota Investment Council | 529,605 | $19.6M | 0.42% | −21,500−3.9% | Reduced |
| Cerity Partners LLC | 534,204 | $19.7M | 0.07% | +24,551+4.8% | Added |
| AE Wealth Management LLC | 526,511 | $19.9M | 0.10% | −9,715−1.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 558,351 | $20.6M | 0.52% | +228,351+69.2% | Added |
| Professional Advisory Services Inc | 561,701 | $20.7M | 2.96% | +2,591+0.5% | Added |
| Interval Partners, LP | 569,451 | $21.0M | 0.91% | +505,047+784.2% | Added |
| Brandes Investment Partners, LP | 588,673 | $21.7M | 0.33% | +118,043+25.1% | Added |
| DekaBank Deutsche Girozentrale | 588,212 | $21.8M | 0.04% | −5,859−1.0% | Reduced |
| TD Asset Management Inc | 591,874 | $21.9M | 0.02% | +28,340+5.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 602,000 | $22.2M | 0.08% | −452,500−42.9% | Reduced |
| Cinctive Capital Management LP | 605,628 | $22.4M | 1.57% | +17,998+3.1% | Added |
| CI Private Wealth, LLC | 609,011 | $22.5M | 0.04% | +37,332+6.5% | Added |
| Moore Capital Management, LP | 610,105 | $22.5M | 0.54% | +12,895+2.2% | Added |
| Carlson Capital L P | 617,295 | $22.8M | 1.83% | +362,068+141.9% | Added |
| Mn Services Vermogensbeheer B.V. | 618,200 | $22.8M | 0.21% | −23,500−3.7% | Reduced |
| Treasurer of the State of North Carolina | 624,320 | $23.1M | 0.11% | +24,535+4.1% | Added |
| CIBC World Markets Corp | 636,790 | $23.5M | 0.13% | +207,865+48.5% | Added |
| Alps Advisors Inc | 640,922 | $23.7M | 0.19% | −116,642−15.4% | Reduced |
| Storebrand Asset Management AS | 646,396 | $23.9M | 0.09% | −5,930−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 651,366 | $24.0M | 0.04% | −113,370−14.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 660,261 | $24.4M | 2.18% | +27,133+4.3% | Added |
| Victory Capital Management Inc | 665,169 | $24.6M | 0.03% | −7,005−1.0% | Reduced |
| VGI Partners Ltd | 665,781 | $24.6M | 2.61% | +665,781 | New |
| AMF Pensionsforsakring AB | 671,572 | $24.8M | 0.21% | −97,180−12.6% | Reduced |
| Assenagon Asset Management S.A. | 692,605 | $25.6M | 0.08% | −1,834,334−72.6% | Reduced |
| Welch Group, LLC | 716,626 | $26.5M | 1.42% | −372,478−34.2% | Reduced |
| Baird Financial Group, Inc. | 716,708 | $26.5M | 0.06% | +9,604+1.4% | Added |
| Pictet Asset Management Holding SA | 716,741 | $26.5M | 0.03% | −28,092−3.8% | Reduced |
| Public Employees Retirement System of Ohio | 718,419 | $26.5M | 0.11% | +51,490+7.7% | Added |
| STRS Ohio | 727,578 | $26.9M | 0.11% | +49,275+7.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 733,445 | $27.1M | 0.06% | −26,558−3.5% | Reduced |
| State of New Jersey Common Pension Fund D | 742,520 | $27.4M | 0.09% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 748,240 | $27.6M | 0.05% | +22,645+3.1% | Added |
| Swedbank AB | 751,928 | $27.8M | 0.05% | −8,826−1.2% | Reduced |
| Kornitzer Capital Management Inc | 769,438 | $28.4M | 0.55% | −1,355−0.2% | Reduced |
| Tweedy, Browne Co LLC | 796,209 | $29.4M | 1.43% | −15,772−1.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 814,685 | $30.1M | 0.11% | −3,857−0.5% | Reduced |
| State of Wisconsin Investment Board | 817,950 | $30.2M | 0.09% | +95,775+13.3% | Added |
| Schonfeld Strategic Advisors LLC | 820,049 | $30.3M | 0.25% | −692,858−45.8% | Reduced |
| Aviva PLC | 861,994 | $31.8M | 0.11% | −19,406−2.2% | Reduced |
| Natixis | 874,712 | $32.3M | 0.24% | −1,088,326−55.4% | Reduced |
| Ensign Peak Advisors, Inc | 891,285 | $32.9M | 0.07% | +389,692+77.7% | Added |
| Janney Montgomery Scott LLC | 899,621 | $33.2M | 0.11% | +101,301+12.7% | Added |
| Jane Street Group, LLC | 918,464 | $33.9M | 0.04% | −72,678−7.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 922,747 | $34.1M | 0.61% | +922,747 | New |
| Nisa Investment Advisors, LLC | 926,800 | $34.2M | 0.24% | +880.0% | Added |
| Great West Life Assurance Co | 1,061,825 | $39.0M | 0.09% | +39,851+3.9% | Added |
| Bank of Nova Scotia | 1,063,026 | $39.2M | 0.07% | −245,565−18.8% | Reduced |
| Man Group plc | 1,065,314 | $39.3M | 0.11% | – | – |
| Ariel Investments, LLC | 1,067,702 | $39.4M | 0.39% | +1,067,702 | New |
| Schwartz Investment Counsel Inc | 1,073,295 | $39.6M | 1.55% | +6,500+0.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,112,379 | $41.1M | 0.11% | −147,648−11.7% | Reduced |
| Standard Life Aberdeen plc | 1,116,793 | $41.2M | 0.09% | +273,953+32.5% | Added |
| Verition Fund Management LLC | 1,146,041 | $42.3M | 0.43% | +404,374+54.5% | Added |
| Rafferty Asset Management, LLC | 1,185,259 | $43.8M | 0.18% | +382,976+47.7% | Added |
| SEI Investments Co | 1,186,563 | $43.8M | 0.07% | −130,997−9.9% | Reduced |
| Panagora Asset Management Inc | 1,205,191 | $44.5M | 0.25% | +1,192,257+9,218.0% | Added |
| KBC Group NV | 1,213,328 | $44.8M | 0.16% | +361,323+42.4% | Added |
| Toronto Dominion Bank | 1,219,568 | $45.0M | 0.07% | +339,704+38.6% | Added |
| RE Advisers Corp | 1,243,002 | $45.9M | 1.17% | +2,300+0.2% | Added |
| Captrust Financial Advisors | 1,290,894 | $47.7M | 0.16% | +370,926+40.3% | Added |