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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 6,447 | $238.0K | 0.04% | −1,329−17.1% | Reduced |
| EverSource Wealth Advisors, LLC | 6,461 | $238.6K | 0.02% | +242+3.9% | Added |
| First City Capital Management, Inc. | 6,541 | $241.5K | 0.14% | +6,541 | New |
| Thrive Capital Management, LLC | 6,543 | $241.6K | 0.13% | −2,174−24.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,545 | $241.7K | 0.03% | +6,545 | New |
| Federation des caisses Desjardins du Quebec | 6,579 | $242.9K | 0.00% | +1,400+27.0% | Added |
| Dakota Community Bank & Trust NA | 6,581 | $243.0K | 1.36% | −70−1.1% | Reduced |
| Geller Advisors LLC | 6,620 | $244.4K | 0.02% | −689−9.4% | Reduced |
| HHM Wealth Advisors, LLC | 6,652 | $245.6K | 0.04% | −83−1.2% | Reduced |
| Gsa Capital Partners LLP | 6,691 | $247.0K | 0.02% | −41,802−86.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,729 | $248.0K | 0.07% | +467+7.5% | Added |
| Fisher Asset Management, LLC | 6,720 | $248.1K | 0.00% | −1,907−22.1% | Reduced |
| Family Legacy, Inc. | 6,744 | $249.0K | 0.10% | +6,744 | New |
| Kingfisher Capital LLC | 6,739 | $249.0K | 0.06% | −754−10.1% | Reduced |
| Sunpointe, LLC | 6,756 | $249.4K | 0.32% | +6,756 | New |
| Heartwood Wealth Advisors LLC | 6,784 | $250.5K | 0.03% | +6,784 | New |
| Harbour Trust & Investment Management Co | 6,790 | $250.7K | 0.04% | +6,790 | New |
| Shayne & Co., LLC | 6,804 | $251.2K | 0.08% | +6,804 | New |
| Mendel Money Management | 6,829 | $252.1K | 0.12% | +6,829 | New |
| Trust Point Inc. | 6,855 | $253.1K | 0.02% | +6,855 | New |
| Signature Estate & Investment Advisors LLC | 6,890 | $254.0K | 0.01% | −1,800−20.7% | Reduced |
| Biltmore Family Office, LLC | 6,880 | $254.0K | 0.05% | −1,801−20.7% | Reduced |
| Desjardins Global Asset Management Inc. | 6,883 | $254.1K | 0.03% | +859+14.3% | Added |
| Invesco, LLC | 6,886 | $254.2K | 0.12% | −2,186−24.1% | Reduced |
| Los Angeles Capital Management LLC | 6,901 | $254.8K | 0.00% | +6,901 | New |
| Avaii Wealth Management, LLC | 6,910 | $255.1K | 0.17% | −1,189−14.7% | Reduced |
| Virtu Financial LLC | 6,954 | $257.0K | 0.02% | +6,954 | New |
| MQS Management LLC | 6,990 | $258.1K | 0.14% | +6,990 | New |
| Provident Investment Management, Inc. | 7,025 | $259.4K | 0.02% | +7,025 | New |
| LongView Wealth Management | 6,892 | $259.7K | 0.12% | +6,892 | New |
| Westover Capital Advisors, LLC | 7,063 | $260.8K | 0.08% | +4+0.1% | Added |
| Radnor Capital Management, LLC | 7,131 | $263.0K | 0.05% | −1,601−18.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,178 | $265.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7,182 | $265.2K | 0.06% | +1,662+30.1% | Added |
| Fortress Wealth Group, LLC | 7,010 | $266.4K | 0.16% | +7,010 | New |
| Belpointe Asset Management LLC | 7,245 | $267.5K | 0.02% | +7,245 | New |
| Morris Financial Concepts, Inc. | 7,294 | $269.3K | 0.15% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 7,295 | $269.7K | 0.14% | −753−9.4% | Reduced |
| LexAurum Advisors, LLC | 7,313 | $270.0K | 0.07% | −1,700−18.9% | Reduced |
| Stonegate Investment Group, LLC | 7,315 | $270.1K | 0.01% | +7,315 | New |
| GAMMA Investing LLC | 7,328 | $271.6K | 0.07% | +7,328 | New |
| Venturi Wealth Management, LLC | 7,392 | $272.9K | 0.02% | +3,572+93.5% | Added |
| Coastal Investment Advisors, Inc. | 7,436 | $274.5K | 0.06% | −1,460−16.4% | Reduced |
| Meridian Financial Partners LLC | 7,643 | $275.0K | 0.28% | +7,643 | New |
| Samalin Investment Counsel, LLC | 7,513 | $277.4K | 0.14% | −137−1.8% | Reduced |
| Waterloo Capital, L.P. | 7,519 | $277.6K | 0.04% | +7,519 | New |
| Day & Ennis, LLC | 7,525 | $277.8K | 0.10% | +311+4.3% | Added |
| Financial Management Professionals, Inc. | 7,559 | $279.0K | 0.05% | +2,059+37.4% | Added |
| Hill Investment Group Partners, LLC | 7,564 | $279.3K | 0.04% | −5,056−40.1% | Reduced |
| Aprio Wealth Management, LLC | 7,610 | $281.0K | 0.06% | −1,272−14.3% | Reduced |
| 1st Source Bank | 7,615 | $281.1K | 0.02% | −2,144−22.0% | Reduced |
| Aldebaran Financial Inc. | 7,644 | $282.2K | 0.44% | −115−1.5% | Reduced |
| Boston Trust Walden Corp | 7,645 | $282.3K | 0.00% | −3,695−32.6% | Reduced |
| Parallel Advisors, LLC | 7,699 | $284.2K | 0.01% | +2,286+42.2% | Added |
| CX Institutional | 7,731 | $285.4K | 0.02% | +7,731 | New |
| Wagner Wealth Management, LLC | 7,768 | $286.8K | 0.10% | −77−1.0% | Reduced |
| Prestige Wealth Management Group LLC | 7,811 | $288.4K | 0.07% | +7,640+4,467.8% | Added |
| Rehmann Capital Advisory Group | 7,857 | $290.1K | 0.02% | +808+11.5% | Added |
| Evergreen Capital Management LLC | 7,860 | $290.2K | 0.01% | −9,530−54.8% | Reduced |
| Parkside Financial Bank & Trust | 7,863 | $290.3K | 0.05% | +1,690+27.4% | Added |
| Lloyd Advisory Services, LLC. | 7,878 | $290.8K | 0.14% | +7,878 | New |
| Peachtree Investment Partners, LLC | 7,883 | $291.0K | 0.12% | −282−3.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 7,902 | $291.7K | 0.02% | −2,176−21.6% | Reduced |
| Conning Inc. | 7,920 | $292.4K | 0.01% | +105+1.3% | Added |
| Sage Mountain Advisors LLC | 7,986 | $294.8K | 0.03% | +26+0.3% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $295.4K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 8,013 | $295.8K | 0.02% | −2,678−25.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 8,019 | $296.1K | 0.08% | −1,623−16.8% | Reduced |
| Centurion Wealth Management LLC | 8,042 | $296.9K | 0.13% | +439+5.8% | Added |
| WBH Advisory Inc | 8,063 | $297.7K | 0.03% | −46−0.6% | Reduced |
| Fiduciary Trust Co | 8,087 | $298.6K | 0.00% | +412+5.4% | Added |
| Lake Street Advisors Group, LLC | 8,188 | $302.3K | 0.02% | −1,994−19.6% | Reduced |
| 3Chopt Investment Partners, LLC | 8,198 | $302.7K | 0.11% | +8,198 | New |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $303.0K | 0.11% | 00.0% | Unchanged |
| NinePointTwo Capital | 8,266 | $305.0K | 0.12% | 00.0% | Unchanged |
| Sapient Capital LLC | 8,266 | $305.2K | 0.01% | +8,266 | New |
| Cypress Wealth Services, LLC | 8,315 | $307.0K | 0.08% | −860−9.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,328 | $307.5K | 0.04% | +8,328 | New |
| EP Wealth Advisors, LLC | 8,354 | $308.4K | 0.00% | +125+1.5% | Added |
| Perigon Wealth Management, LLC | 8,392 | $309.8K | 0.01% | +625+8.0% | Added |
| GeoWealth Management, LLC | 8,374 | $310.0K | 0.03% | +7,017+517.1% | Added |
| Central Trust Co | 8,397 | $310.0K | 0.01% | −4,085−32.7% | Reduced |
| Stone Point Wealth LLC | 8,400 | $310.1K | 0.12% | −1,600−16.0% | Reduced |
| Institute for Wealth Management, LLC. | 8,410 | $310.5K | 0.05% | −286−3.3% | Reduced |
| Cim Investment Mangement Inc | 8,416 | $310.7K | 0.10% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 8,439 | $311.6K | 0.13% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,477 | $313.0K | 0.02% | −3,184−27.3% | Reduced |
| Lecap Asset Management Ltd | 8,501 | $313.9K | 0.11% | +8,501 | New |
| Canton Hathaway, LLC | 8,516 | $314.0K | 0.09% | 00.0% | Unchanged |
| BIP Wealth, LLC | 8,523 | $314.7K | 0.02% | −614−6.7% | Reduced |
| Birmingham Capital Management Co Inc | 8,544 | $315.4K | 0.12% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,545 | $315.5K | 0.01% | −965−10.1% | Reduced |
| Congress Wealth Management LLC | 8,563 | $316.2K | 0.01% | +8,563 | New |
| Grayhawk Investment Strategies Inc. | 8,583 | $316.9K | 0.16% | +8,583 | New |
| Caldwell Trust Co | 8,614 | $318.0K | 0.04% | −619−6.7% | Reduced |
| Searle & Co. | 8,644 | $319.1K | 0.09% | +8,644 | New |
| Fukoku Mutual Life Insurance Co | 8,675 | $320.3K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 8,679 | $320.4K | 0.00% | +1,211+16.2% | Added |
| Shelton Capital Management | 8,698 | $321.1K | 0.01% | +221+2.6% | Added |
| AlphaStar Capital Management, LLC | 8,708 | $321.5K | 0.03% | +8,708 | New |