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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 1,295,465 | $47.8M | 0.10% | −141,691−9.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,326,481 | $48.4M | 0.09% | +85,944+6.9% | Added |
| National Bank of Canada | 1,294,699 | $48.6M | 0.09% | +751,261+138.2% | Added |
| New York State Teachers Retirement System | 1,323,603 | $48.9M | 0.11% | −44,981−3.3% | Reduced |
| Fort Washington Investment Advisors Inc | 1,330,566 | $49.1M | 0.34% | −136,899−9.3% | Reduced |
| AQR Capital Management LLC | 1,333,084 | $49.2M | 0.09% | −435,680−24.6% | Reduced |
| rhino investment partners, Inc | 1,388,455 | $51.3M | 9.55% | +7,650+0.6% | Added |
| The PNC Financial Services Group, Inc. | 1,392,040 | $51.4M | 0.04% | −145,839−9.5% | Reduced |
| Susquehanna International Group, LLP | 1,401,205 | $51.7M | 0.09% | +236,169+20.3% | Added |
| Royal London Asset Management Ltd | 1,412,058 | $52.1M | 0.15% | +120,187+9.3% | Added |
| Voloridge Investment Management, LLC | 1,414,479 | $52.2M | 0.21% | −1,583,501−52.8% | Reduced |
| State Board of Administration of Florida Retirement System | 1,445,258 | $53.4M | 0.11% | +4140.0% | Added |
| Principal Financial Group Inc | 1,494,884 | $55.2M | 0.04% | −2,652−0.2% | Reduced |
| Douglas Lane & Associates, LLC | 1,515,429 | $55.9M | 0.86% | −29,108−1.9% | Reduced |
| Epoch Investment Partners, Inc. | 1,592,694 | $58.8M | 0.27% | −50,322−3.1% | Reduced |
| Point72 Asset Management, L.P. | 1,592,836 | $58.8M | 0.18% | +1,566,216+5,883.6% | Added |
| NFJ Investment Group, LLC | 1,600,226 | $59.1M | 1.64% | −297,499−15.7% | Reduced |
| Citigroup Inc | 1,600,558 | $59.1M | 0.08% | +177,258+12.5% | Added |
| Twinbeech Capital LP | 1,613,957 | $59.6M | 0.96% | +1,613,957 | New |
| Letko, Brosseau & Associates Inc | 1,673,201 | $61.8M | 1.13% | −8,055−0.5% | Reduced |
| LMR Partners LLP | 1,675,385 | $61.9M | 1.55% | +615,468+58.1% | Added |
| New York State Common Retirement Fund | 1,721,473 | $63.6M | 0.09% | −169,377−9.0% | Reduced |
| LSV Asset Management | 1,731,000 | $63.9M | 0.14% | −74,300−4.1% | Reduced |
| Voya Investment Management LLC | 1,765,132 | $65.2M | 0.07% | +176,851+11.1% | Added |
| Morningstar Investment Services LLC | 1,753,129 | $65.4M | 0.37% | +851,725+94.5% | Added |
| Prana Capital Management, LP | 1,785,580 | $65.9M | 3.88% | +90,716+5.4% | Added |
| Nordea Investment Management AB | 1,878,800 | $69.6M | 0.09% | +123,688+7.0% | Added |
| Prudential Financial Inc | 1,929,636 | $70.1M | 0.11% | −1,368,519−41.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,912,468 | $70.6M | 0.04% | −30,257−1.6% | Reduced |
| Alliancebernstein L.P. | 1,937,842 | $71.5M | 0.03% | +187,401+10.7% | Added |
| Azora Capital LP | 1,963,654 | $72.5M | 6.57% | +1,963,654 | New |
| North Reef Capital Management LP | 2,000,000 | $73.8M | 4.30% | −335,000−14.3% | Reduced |
| Junto Capital Management LP | 2,051,568 | $75.7M | 1.74% | +235,889+13.0% | Added |
| Equity Investment Corp | 2,180,532 | $80.5M | 2.26% | +111,790+5.4% | Added |
| HighTower Advisors, LLC | 2,184,952 | $80.7M | 0.14% | −794,083−26.7% | Reduced |
| California State Teachers Retirement System | 2,188,175 | $80.8M | 0.11% | +33,057+1.5% | Added |
| Sanders Capital, LLC | 2,191,564 | $80.9M | 0.15% | +16,000+0.7% | Added |
| California Public Employees Retirement System | 2,440,054 | $90.1M | 0.07% | −79,438−3.2% | Reduced |
| Credit Suisse AG | 2,491,104 | $92.0M | 0.09% | −26,660−1.1% | Reduced |
| Parnassus Investments | 2,574,466 | $95.0M | 0.21% | +2,574,466 | New |
| APG Asset Management N.V. | 2,846,775 | $95.1M | 0.19% | +132,915+4.9% | Added |
| Jennison Associates LLC | 2,578,776 | $95.2M | 0.07% | −1,094,833−29.8% | Reduced |
| Rhumbline Advisers | 2,645,402 | $97.7M | 0.10% | −26,343−1.0% | Reduced |
| Canada Pension Plan Investment Board | 2,700,992 | $99.7M | 0.13% | +1,021,434+60.8% | Added |
| Balyasny Asset Management LLC | 2,786,829 | $102.9M | 0.29% | −845,858−23.3% | Reduced |
| Alyeska Investment Group, L.P. | 2,799,501 | $103.4M | 0.69% | +2,064,818+281.0% | Added |
| Ameriprise Financial Inc | 2,873,672 | $106.1M | 0.03% | −646,111−18.4% | Reduced |
| Bessemer Group Inc | 2,878,634 | $106.3M | 0.21% | +597,104+26.2% | Added |
| National Pension Service | 2,889,287 | $106.7M | 0.15% | +75,922+2.7% | Added |
| Stifel Financial Corp | 2,932,461 | $108.3M | 0.14% | −172,905−5.6% | Reduced |
| HSBC Holdings PLC | 2,951,956 | $109.1M | 0.10% | +247,303+9.1% | Added |
| LPL Financial LLC | 2,965,263 | $109.5M | 0.07% | +364,144+14.0% | Added |
| Neuberger Berman Group LLC | 2,979,125 | $110.0M | 0.10% | +2,801,174+1,574.1% | Added |
| Cullen Capital Management LLC | 3,088,969 | $114.0M | 1.69% | −1,743,517−36.1% | Reduced |
| Envestnet Asset Management Inc | 3,094,701 | $114.3M | 0.05% | −74,947−2.4% | Reduced |
| Burgundy Asset Management Ltd. | 3,226,239 | $119.1M | 1.32% | −64,413−2.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,227,479 | $119.2M | 0.09% | −38,455−1.2% | Reduced |
| Price T Rowe Associates Inc | 3,431,062 | $126.7M | 0.02% | +558,363+19.4% | Added |
| Holocene Advisors, LP | 3,434,399 | $126.8M | 0.50% | +2,552,266+289.3% | Added |
| First Trust Advisors LP | 3,623,650 | $133.8M | 0.15% | −634,443−14.9% | Reduced |
| Wells Fargo & Company | 3,636,965 | $134.3M | 0.04% | −696,129−16.1% | Reduced |
| Raymond James & Associates | 3,641,252 | $134.4M | 0.10% | −632,271−14.8% | Reduced |
| UBS Group AG | 3,914,044 | $144.5M | 0.06% | +101,288+2.7% | Added |
| Deutsche Bank AG | 3,977,854 | $146.9M | 0.08% | +952,270+31.5% | Added |
| Nuveen Asset Management, LLC | 4,414,650 | $163.0M | 0.05% | −1,153,619−20.7% | Reduced |
| Millennium Management LLC | 4,558,533 | $168.3M | 0.16% | +3,213,301+238.9% | Added |
| Bank of Montreal | 4,734,550 | $176.6M | 0.10% | +969,040+25.7% | Added |
| Truist Financial Corp | 4,840,843 | $178.7M | 0.28% | −357,061−6.9% | Reduced |
| Barclays PLC | 5,257,733 | $194.1M | 0.10% | −810,696−13.4% | Reduced |
| Diamond Hill Capital Management Inc | 5,466,588 | $201.8M | 0.89% | −7,395,118−57.5% | Reduced |
| Goldman Sachs Group Inc | 5,909,533 | $218.2M | 0.05% | +808,974+15.9% | Added |
| Capital International Investors | 6,010,749 | $222.0M | 0.05% | +77,890+1.3% | Added |
| Massachusetts Financial Services Co | 6,323,572 | $233.5M | 0.08% | −8,363,546−56.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,485,685 | $239.5M | 0.25% | +165,771+2.6% | Added |
| UBS Asset Management Americas Inc | 7,369,040 | $272.1M | 0.11% | +32,994+0.4% | Added |
| Legal & General Group Plc | 8,311,823 | $306.9M | 0.10% | +122,557+1.5% | Added |
| Norges Bank | 8,336,603 | $307.8M | 0.05% | −5,305,574−38.9% | Reduced |
| Dimensional Fund Advisors LP | 8,731,538 | $322.4M | 0.09% | +883,416+11.3% | Added |
| Invesco Ltd. | 8,945,248 | $330.3M | 0.08% | −1,435,782−13.8% | Reduced |
| Franklin Resources Inc | 9,295,135 | $343.2M | 0.16% | −1,597,961−14.7% | Reduced |
| American Century Companies Inc | 9,672,133 | $357.1M | 0.25% | +103,562+1.1% | Added |
| Macquarie Group Ltd | 9,894,391 | $365.3M | 0.42% | −1,922,515−16.3% | Reduced |
| Federated Hermes, Inc. | 10,000,078 | $369.2M | 0.92% | −194,579−1.9% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 10,339,874 | $381.7M | 0.66% | −374,621−3.5% | Reduced |
| Citadel Advisors LLC | 10,888,848 | $402.0M | 0.40% | +3,291,568+43.3% | Added |
| Bank of New York Mellon Corp | 11,230,044 | $414.6M | 0.08% | +1,269,399+12.7% | Added |
| Northern Trust Corp | 12,896,405 | $476.1M | 0.09% | −433,829−3.3% | Reduced |
| Royal Bank of Canada | 15,710,050 | $580.0M | 0.14% | +325,160+2.1% | Added |
| FMR LLC | 16,009,846 | $591.1M | 0.05% | +3,652,050+29.6% | Added |
| Charles Schwab Investment Management Inc | 19,238,388 | $690.8M | 0.18% | +1,458,248+8.2% | Added |
| JPMorgan Chase & Co | 23,296,278 | $860.1M | 0.09% | +7,300,763+45.6% | Added |
| Morgan Stanley | 23,401,416 | $864.0M | 0.08% | +8,037,278+52.3% | Added |
| Geode Capital Management, LLC | 25,638,768 | $944.2M | 0.10% | +616,687+2.5% | Added |
| Bank of America Corp | 25,918,498 | $956.9M | 0.11% | +5,082,516+24.4% | Added |
| Amundi | 25,783,329 | $971.5M | 0.44% | +2,698,326+11.7% | Added |
| Dodge & Cox | 53,173,840 | $1.96B | 1.25% | +121,890+0.2% | Added |
| State Street Corp | 62,359,468 | $2.30B | 0.11% | +3,431,943+5.8% | Added |
| BlackRock Inc. | 97,462,687 | $3.60B | 0.09% | +1,352,803+1.4% | Added |
| Vanguard Group Inc | 117,952,471 | $4.35B | 0.10% | +680,843+0.6% | Added |
| TSFG, LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |