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 |
|---|---|---|---|---|---|
| EdgeRock Capital LLC | 3,023 | $111.2K | 0.08% | +3,023 | New |
| First Manhattan Co | 3,070 | $113.3K | 0.00% | −206−6.3% | Reduced |
| Boyd Watterson Asset Management LLC | 3,132 | $115.6K | 0.05% | −18−0.6% | Reduced |
| Washington Trust Advisors, Inc. | 3,166 | $116.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,203 | $118.3K | 0.06% | +494+18.2% | Added |
| MV Capital Management, Inc. | 3,224 | $119.0K | 0.02% | −1,300−28.7% | Reduced |
| Rakuten Investment Management, Inc. | 3,296 | $122.9K | 0.00% | +3,296 | New |
| Farther Finance Advisors, LLC | 3,403 | $125.6K | 0.01% | +886+35.2% | Added |
| West Paces Advisors Inc. | 3,478 | $128.4K | 0.04% | −790−18.5% | Reduced |
| Deseret Mutual Benefit Administrators | 3,555 | $131.3K | 0.08% | −450−11.2% | Reduced |
| Alta Advisers Ltd | 3,600 | $132.9K | 0.07% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,655 | $134.9K | 0.02% | +650+21.6% | Added |
| Transamerica Financial Advisors, Inc. | 3,665 | $136.0K | 0.02% | −640−14.9% | Reduced |
| Ci Investments Inc. | 3,709 | $137.0K | 0.00% | −159−4.1% | Reduced |
| Annapolis Financial Services, LLC | 3,712 | $137.0K | 0.03% | −2,503−40.3% | Reduced |
| Washington Trust Co | 3,731 | $137.7K | 0.01% | −1,116−23.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,767 | $139.1K | 0.01% | −1,686−30.9% | Reduced |
| Toth Financial Advisory Corp | 3,780 | $139.6K | 0.02% | +110+3.0% | Added |
| Capital Analysts, LLC | 3,815 | $141.0K | 0.01% | +125+3.4% | Added |
| Resurgent Financial Advisors LLC | 3,878 | $143.2K | 0.09% | −1,662−30.0% | Reduced |
| American Capital Advisory, LLC | 4,026 | $148.6K | 0.11% | +4,026 | New |
| Bollard Group LLC | 4,156 | $153.0K | 0.01% | +66+1.6% | Added |
| Central Bank & Trust Co | 4,300 | $158.7K | 0.02% | −1,210−22.0% | Reduced |
| Castleview Partners, LLC | 4,303 | $158.9K | 0.11% | +966+28.9% | Added |
| Mechanics Financial Corp | 4,345 | $160.4K | 0.09% | +300+7.4% | Added |
| Caption Management, LLC | 4,369 | $161.3K | 0.02% | −68,361−94.0% | Reduced |
| Arlington Trust Co LLC | 4,384 | $161.9K | 0.05% | +4,237+2,882.3% | Added |
| Hartford Financial Management Inc. | 4,399 | $162.4K | 0.04% | −156−3.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,406 | $162.7K | 0.07% | −629−12.5% | Reduced |
| TD Waterhouse Canada Inc. | 4,499 | $171.2K | 0.00% | +959+27.1% | Added |
| Sunbelt Securities, Inc. | 4,719 | $174.2K | 0.02% | +27+0.6% | Added |
| Sound Income Strategies, LLC | 4,720 | $174.3K | 0.01% | −90,132−95.0% | Reduced |
| Horizon Bancorp Inc | 4,751 | $175.0K | 0.09% | +26+0.6% | Added |
| First Foundation Advisors | 4,764 | $175.9K | 0.01% | +4,764 | New |
| Cape Investment Advisory, Inc. | 4,943 | $182.5K | 0.09% | +94+1.9% | Added |
| Harbour Investments, Inc. | 5,013 | $185.1K | 0.01% | +42+0.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,085 | $187.7K | 0.13% | +362+7.7% | Added |
| Carolinas Wealth Consulting LLC | 5,224 | $192.9K | 0.04% | −472−8.3% | Reduced |
| Asset Dedication, LLC | 5,334 | $195.0K | 0.02% | −3,250−37.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 5,387 | $198.9K | 0.09% | −210−3.8% | Reduced |
| AJOVista, LLC | 5,392 | $199.1K | 0.25% | +5,392 | New |
| Nemes Rush Group LLC | 5,466 | $201.8K | 0.03% | −1,321−19.5% | Reduced |
| Covestor Ltd | 5,488 | $202.0K | 0.14% | +512+10.3% | Added |
| World Equity Group, Inc. | 5,481 | $202.4K | 0.04% | +5,481 | New |
| Ballew Advisors, Inc | 5,602 | $202.7K | 0.15% | +5,602 | New |
| LMCG Investments, LLC | 5,495 | $202.9K | 0.01% | +5,495 | New |
| Cornerstone Management, Inc. | 5,521 | $203.8K | 0.05% | +5,521 | New |
| Quadrant Capital Group LLC | 5,524 | $203.9K | 0.02% | −1,723−23.8% | Reduced |
| Ambassador Advisors, LLC | 5,634 | $204.2K | 0.05% | +5,634 | New |
| Chemung Canal Trust Co | 5,539 | $204.5K | 0.04% | −1,886−25.4% | Reduced |
| Oxford Financial Group Ltd | 5,549 | $204.9K | 0.02% | +5,549 | New |
| Delta Financial Group, Inc. | 5,546 | $205.0K | 0.06% | +5,546 | New |
| Country Club Bank | 5,550 | $207.0K | 0.02% | +5,550 | New |
| Camden Capital, LLC | 5,636 | $208.1K | 0.02% | +5,636 | New |
| Muirfield Wealth Advisors LLC | 5,650 | $208.6K | 0.22% | +5,650 | New |
| Graypoint LLC | 5,650 | $208.6K | 0.02% | +5,650 | New |
| Occidental Asset Management, LLC | 5,660 | $209.0K | 0.04% | −1,331−19.0% | Reduced |
| Diligent Investors, LLC | 5,670 | $209.3K | 0.06% | +5,670 | New |
| CSM Advisors, LLC | 5,691 | $210.0K | 0.02% | −1,300−18.6% | Reduced |
| NSI Retail Advisors, LLC | 5,691 | $210.0K | 0.03% | −1,300−18.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 5,705 | $210.6K | 0.19% | +5,705 | New |
| Baron Wealth Management LLC | 5,713 | $210.9K | 0.12% | +5,713 | New |
| Strategic Wealth Designers | 5,737 | $211.8K | 0.03% | +5,737 | New |
| D'Orazio & Associates, Inc. | 5,752 | $212.4K | 0.04% | +5,752 | New |
| Formidable Asset Management, LLC | 5,828 | $215.2K | 0.05% | +5,828 | New |
| Southern Capital Advisors, LLC | 5,840 | $215.6K | 0.15% | +5,840 | New |
| Augustine Asset Management Inc | 5,855 | $216.2K | 0.10% | −3,558−37.8% | Reduced |
| Lindbrook Capital, LLC | 5,896 | $217.7K | 0.02% | +3,121+112.5% | Added |
| Hodges Capital Management Inc. | 5,908 | $218.0K | 0.01% | +5,908 | New |
| Klingenstein Fields & Co LP | 5,912 | $218.3K | 0.01% | +5,912 | New |
| Precedent Wealth Partners, LLC | 5,914 | $218.3K | 0.11% | +5,914 | New |
| Curi Capital | 5,914 | $218.4K | 0.03% | +5,914 | New |
| Romano Brothers and Company | 5,925 | $218.8K | 0.03% | +5,925 | New |
| CVA Family Office, LLC | 5,939 | $219.3K | 0.04% | +5,939 | New |
| AlphaMark Advisors, LLC | 5,966 | $220.0K | 0.08% | −78−1.3% | Reduced |
| Citizens Financial Group Inc | 5,962 | $220.1K | 0.01% | +5,962 | New |
| Capital Square, LLC | 5,984 | $221.0K | 0.25% | +5,984 | New |
| Main Street Financial Solutions, LLC | 6,001 | $221.6K | 0.03% | −1,423−19.2% | Reduced |
| Headlands Technologies LLC | 6,043 | $223.1K | 0.07% | +5,379+810.1% | Added |
| Whalen Wealth Management Inc. | 6,043 | $223.1K | 0.20% | +6,043 | New |
| High Net Worth Advisory Group LLC | 6,067 | $224.0K | 0.08% | +6,067 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,093 | $225.0K | 0.04% | +6,093 | New |
| Fonville Wealth Management LLC | 6,105 | $225.4K | 0.12% | +6,105 | New |
| Burke & Herbert Bank & Trust Co | 6,113 | $225.7K | 0.16% | +6,113 | New |
| RiverFront Investment Group, LLC | 6,113 | $225.7K | 0.01% | +6,113 | New |
| Scotia Capital Inc. | 6,140 | $226.7K | 0.00% | +6,140 | New |
| Cassady Schiller Wealth Management, LLC | 6,172 | $227.9K | 0.11% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,198 | $228.8K | 0.25% | −1,063−14.6% | Reduced |
| Wedmont Private Capital | 6,048 | $229.8K | 0.02% | +6,048 | New |
| Rock Point Advisors, LLC | 6,250 | $230.8K | 0.07% | +6,250 | New |
| PFG Investments, LLC | 6,276 | $231.7K | 0.04% | −847−11.9% | Reduced |
| United Community Bank | 6,282 | $231.9K | 0.10% | +3,939+168.1% | Added |
| Beverly Hills Private Wealth, LLC | 6,293 | $232.3K | 0.06% | −3,403−35.1% | Reduced |
| Princeton Capital Management LLC | 6,299 | $232.6K | 0.09% | +6,299 | New |
| ICA Group Wealth Management, LLC | 6,304 | $232.8K | 0.05% | +6,304 | New |
| Emfo, LLC | 6,315 | $233.2K | 0.22% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 6,373 | $235.3K | 0.01% | −2,686−29.7% | Reduced |
| Silverlake Wealth Management LLC | 6,419 | $237.0K | 0.13% | +6,419 | New |
| Empower Advisory Group, LLC | 6,429 | $237.4K | 0.00% | +6,429 | New |
| Altrius Capital Management Inc | 6,432 | $237.5K | 0.07% | −1,999−23.7% | Reduced |