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; 1,706 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 | 1,706 | $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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 568 | $21.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 563 | $21.0K | 0.00% | +76+15.6% | Added |
| Glen Eagle Advisors, LLC | 569 | $21.0K | 0.00% | −100−14.9% | Reduced |
| First Command Advisory Services, Inc. | 585 | $21.6K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 588 | $21.7K | 0.01% | +50+9.3% | Added |
| Fairfield, Bush & Co. | 596 | $22.0K | 0.01% | +596 | New |
| Core Alternative Capital | 606 | $22.4K | 0.00% | −169−21.8% | Reduced |
| Tradition Wealth Management, LLC | 626 | $23.0K | 0.00% | −106−14.5% | Reduced |
| Hanson & Doremus Investment Management | 683 | $25.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 699 | $25.8K | 0.04% | 00.0% | Unchanged |
| Trust Co | 700 | $25.8K | 0.00% | +700 | New |
| Halpern Financial, Inc. | 742 | $27.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 743 | $27.4K | 0.01% | −222−23.0% | Reduced |
| MidAtlantic Capital Management, Inc. | 783 | $28.9K | 0.03% | +783 | New |
| West Tower Group, LLC | 792 | $29.2K | 0.06% | +792 | New |
| Hexagon Capital Partners LLC | 801 | $29.6K | 0.01% | +1+0.1% | Added |
| Bank of New Hampshire | 817 | $30.2K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 819 | $30.3K | 0.05% | +819 | New |
| Kiely Wealth Advisory Group, Inc. | 816 | $30.8K | 0.02% | +816 | New |
| Ofi Invest Asset Management | 941 | $31.4K | 0.00% | −5−0.5% | Reduced |
| Horizons Wealth Management | 853 | $31.5K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $31.5K | 0.01% | +593+227.2% | Added |
| Hobbs Group Advisors, LLC | 855 | $31.6K | 0.01% | +855 | New |
| Operose Advisors LLC | 889 | $32.8K | 0.01% | −211−19.2% | Reduced |
| Abound Wealth Management | 897 | $33.1K | 0.01% | −750−45.5% | Reduced |
| Northwest Financial Advisors | 909 | $33.6K | 0.03% | +909 | New |
| Morton Brown Family Wealth, LLC | 924 | $34.1K | 0.01% | +649+236.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 936 | $35.0K | 0.00% | −2,653−73.9% | Reduced |
| JFS Wealth Advisors, LLC | 955 | $35.3K | 0.00% | −67−6.6% | Reduced |
| Versant Capital Management, Inc | 993 | $36.7K | 0.01% | −147−12.9% | Reduced |
| Westside Investment Management, Inc. | 994 | $36.7K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,000 | $36.9K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,023 | $37.8K | 0.00% | +768+301.2% | Added |
| Criterion Capital Advisors, LLC | 1,024 | $37.8K | 0.03% | +1,024 | New |
| First Personal Financial Services | 1,036 | $38.2K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,063 | $39.2K | 0.04% | −921−46.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,077 | $39.8K | 0.02% | +1,077 | New |
| Paradigm Asset Management Co LLC | 1,083 | $40.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,139 | $42.1K | 0.01% | +232+25.6% | Added |
| Tyler-Stone Wealth Management | 1,183 | $43.7K | 0.02% | +18+1.5% | Added |
| Private Wealth Management Group, LLC | 1,230 | $45.4K | 0.02% | +1,230 | New |
| LM Advisors LLC | 1,249 | $46.1K | 0.01% | +1,249 | New |
| American State Bank (Iowa) | 1,294 | $47.8K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,300 | $48.0K | 0.02% | +700+116.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,317 | $48.6K | 0.01% | +1,317 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,333 | $49.0K | 0.03% | +323+32.0% | Added |
| GW&K Investment Management, LLC | 1,348 | $50.0K | 0.00% | −128−8.7% | Reduced |
| Optimum Investment Advisors | 1,371 | $50.6K | 0.03% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,390 | $51.3K | 0.06% | −16−1.1% | Reduced |
| Arrow Financial Corp | 1,400 | $51.7K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,414 | $52.2K | 0.02% | +13+0.9% | Added |
| One River Asset Management, LLC | 1,469 | $54.2K | 0.02% | −2,034−58.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,500 | $55.4K | 0.03% | −2,016−57.3% | Reduced |
| First United Bank Trust | 1,529 | $56.5K | 0.02% | +1,529 | New |
| Evolution Advisers, Inc. | 1,509 | $57.0K | 0.04% | +500+49.6% | Added |
| Stephens Consulting, LLC | 1,555 | $57.4K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,589 | $58.6K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,600 | $59.1K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,680 | $62.0K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,741 | $64.3K | 0.06% | +1,741 | New |
| Quent Capital, LLC | 1,795 | $66.3K | 0.01% | −510−22.1% | Reduced |
| Atlantic Trust, LLC | 1,846 | $68.2K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,857 | $68.6K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,868 | $69.0K | 0.01% | −811−30.3% | Reduced |
| Loomis Sayles & Co L P | 1,909 | $70.0K | 0.00% | −12−0.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,931 | $71.0K | 0.01% | −63−3.2% | Reduced |
| Pinnacle Bancorp, Inc. | 1,924 | $71.0K | 0.02% | +100+5.5% | Added |
| UniSuper Management Pty Ltd | 1,935 | $71.4K | 0.00% | +1,935 | New |
| Main Street Group, LTD | 1,956 | $72.2K | 0.03% | +1,956 | New |
| Larson Financial Group LLC | 1,974 | $72.9K | 0.01% | −218−9.9% | Reduced |
| Bare Financial Services, Inc | 2,083 | $76.9K | 0.15% | +2,083 | New |
| Atlantic Edge Private Wealth Management, LLC | 2,117 | $78.2K | 0.03% | +2,117 | New |
| BKM Wealth Management, LLC | 2,121 | $78.3K | 0.03% | +2,121 | New |
| Sittner & Nelson, LLC | 2,175 | $80.3K | 0.04% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,212 | $81.7K | 0.02% | +2,212 | New |
| Coppell Advisory Solutions LLC | 2,260 | $83.5K | 0.02% | +2,179+2,690.1% | Added |
| Oakworth Capital, Inc. | 2,300 | $84.9K | 0.01% | −971−29.7% | Reduced |
| Smithfield Trust Co | 2,346 | $86.0K | 0.00% | −630−21.2% | Reduced |
| Creative Financial Designs Inc | 2,434 | $89.9K | 0.01% | +68+2.9% | Added |
| Clear Investment Research, LLC | 2,481 | $91.6K | 0.13% | −196−7.3% | Reduced |
| Abich Financial Wealth Management LLC | 2,511 | $92.7K | 0.09% | +2,511 | New |
| JJJ Advisors Inc. | 2,526 | $93.3K | 0.02% | +29+1.2% | Added |
| M&R Capital Management Inc | 2,530 | $93.4K | 0.02% | +529+26.4% | Added |
| Silvant Capital Management LLC | 2,587 | $95.5K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,587 | $95.5K | 0.02% | +1,494+136.7% | Added |
| Glassman Wealth Services | 2,754 | $101.7K | 0.01% | −209−7.1% | Reduced |
| CKW Financial Group | 2,800 | $103.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,805 | $103.6K | 0.01% | −3,751−57.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,828 | $104.4K | 0.01% | −49−1.7% | Reduced |
| Meeder Asset Management Inc | 2,837 | $104.7K | 0.01% | +2,837 | New |
| Johnson Financial Group, Inc. | 2,851 | $105.3K | 0.01% | −179−5.9% | Reduced |
| Plato Investment Management Ltd | 2,856 | $105.4K | 0.13% | +2,856 | New |
| Gables Capital Management Inc. | 2,875 | $106.1K | 0.07% | +344+13.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,881 | $106.4K | 0.00% | −13,824−82.8% | Reduced |
| Gradient Investments LLC | 2,900 | $107.1K | 0.00% | +141+5.1% | Added |
| Planned Solutions, Inc. | 2,920 | $107.8K | 0.05% | +2,920 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,925 | $108.0K | 0.01% | +1,133+63.2% | Added |
| Wellington Shields & Co., LLC | 3,000 | $110.8K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 3,000 | $111.0K | 0.03% | +806+36.7% | Added |
| Bruce G. Allen Investments, LLC | 3,007 | $111.0K | 0.10% | +3,007 | New |