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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 8,715 | $321.8K | 0.00% | +8,715 | New |
| Atomi Financial Group, Inc. | 8,719 | $321.9K | 0.04% | +8,719 | New |
| Tobam | 8,736 | $323.0K | 0.03% | +1,711+24.4% | Added |
| MAI Capital Management | 8,785 | $324.3K | 0.00% | +1,699+24.0% | Added |
| Enterprise Financial Services Corp | 8,791 | $324.6K | 0.20% | −128−1.4% | Reduced |
| Equitable Holdings, Inc. | 8,822 | $325.7K | 0.00% | −1,122−11.3% | Reduced |
| Lafayette Investments, Inc. | 8,845 | $326.6K | 0.08% | +1,800+25.6% | Added |
| Jarislowsky, Fraser Ltd | 8,894 | $328.4K | 0.00% | +8,894 | New |
| Centennial Wealth Advisory LLC | 8,946 | $330.3K | 0.17% | −1,101−11.0% | Reduced |
| TownSquare Capital, LLC | 8,991 | $332.0K | 0.01% | +959+11.9% | Added |
| Fiducient Advisors LLC | 9,001 | $332.3K | 0.06% | +55+0.6% | Added |
| Applied Finance Capital Management, LLC | 9,002 | $332.4K | 0.03% | −365−3.9% | Reduced |
| Sollinda Capital Management LLC | 9,004 | $332.4K | 0.09% | +9,004 | New |
| Hayek Kallen Investment Management | 9,047 | $334.0K | 0.14% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 9,109 | $336.0K | 0.18% | +1,908+26.5% | Added |
| Haverford Trust Co | 9,138 | $337.4K | 0.00% | −4,261−31.8% | Reduced |
| Summit Asset Management, LLC | 9,142 | $337.5K | 0.08% | +20+0.2% | Added |
| GW Henssler & Associates Ltd | 9,161 | $338.2K | 0.02% | +349+4.0% | Added |
| Beacon Investment Advisors LLC | 9,178 | $338.9K | 0.22% | +129+1.4% | Added |
| Parthenon LLC | 9,188 | $339.2K | 0.05% | +76+0.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,230 | $341.0K | 0.04% | −75−0.8% | Reduced |
| Keudell/Morrison Wealth Management | 9,261 | $341.9K | 0.11% | −1,190−11.4% | Reduced |
| ISAM Funds (UK) Ltd | 9,265 | $342.1K | 0.24% | +9,265 | New |
| Crawford Investment Counsel Inc | 9,266 | $342.1K | 0.01% | −542−5.5% | Reduced |
| PEAK6 Investments LLC | 9,279 | $342.6K | 0.01% | +9,279 | New |
| Nwam LLC | 9,282 | $342.7K | 0.03% | +667+7.7% | Added |
| Cedar Brook Financial Partners, LLC | 9,191 | $343.2K | 0.08% | +673+7.9% | Added |
| Everett Harris & Co | 9,298 | $343.3K | 0.00% | −53−0.6% | Reduced |
| Eastern Bank | 9,316 | $343.9K | 0.02% | −3,220−25.7% | Reduced |
| Kovack Advisors, Inc. | 9,363 | $345.7K | 0.04% | +361+4.0% | Added |
| NFP Retirement, Inc. | 9,379 | $346.3K | 0.06% | +46+0.5% | Added |
| Tritonpoint Wealth, LLC | 9,467 | $349.5K | 0.03% | +9,467 | New |
| Wrapmanager Inc | 9,560 | $353.0K | 0.10% | −1,838−16.1% | Reduced |
| Cobblestone Capital Advisors LLC | 9,577 | $353.6K | 0.02% | −728−7.1% | Reduced |
| IHT Wealth Management, LLC | 9,580 | $353.7K | 0.02% | −2,358−19.8% | Reduced |
| Convergence Investment Partners, LLC | 9,588 | $354.0K | 0.18% | +9,588 | New |
| Westpac Banking Corp | 9,647 | $356.2K | 0.03% | −2,098−17.9% | Reduced |
| Winthrop Capital Management, LLC | 9,693 | $357.9K | 0.12% | +9,693 | New |
| David Loasby | 9,536 | $358.6K | 0.04% | −4,245−30.8% | Reduced |
| Checchi Capital Advisers, LLC | 9,713 | $358.6K | 0.03% | −6−0.1% | Reduced |
| Abacus Planning Group, Inc. | 9,758 | $360.3K | 0.08% | −367−3.6% | Reduced |
| Bristlecone Advisors, LLC | 9,763 | $360.4K | 0.04% | +466+5.0% | Added |
| Southeast Asset Advisors Inc. | 9,765 | $360.5K | 0.05% | −1,226−11.2% | Reduced |
| WealthTrust Axiom LLC | 9,944 | $367.1K | 0.12% | −980−9.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 9,708 | $367.4K | 0.15% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 9,964 | $367.9K | 0.01% | +9,964 | New |
| Summit Trail Advisors, LLC | 9,982 | $368.5K | 0.01% | +68+0.7% | Added |
| American Assets Inc | 10,000 | $369.2K | 0.14% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 9,944 | $371.3K | 0.13% | +9,944 | New |
| Good Life Advisors, LLC | 10,063 | $371.5K | 0.04% | −1,566−13.5% | Reduced |
| Eqis Capital Management, Inc. | 10,068 | $371.7K | 0.03% | +10,068 | New |
| ForthRight Wealth Management, LLC | 10,074 | $371.9K | 0.14% | −61−0.6% | Reduced |
| Centaurus Financial, Inc. | 10,083 | $372.0K | 0.03% | +277+2.8% | Added |
| Cypress Capital Group | 10,097 | $372.8K | 0.05% | +247+2.5% | Added |
| Calton & Associates, Inc. | 10,143 | $374.5K | 0.15% | +10,143 | New |
| Newman Dignan & Sheerar, Inc. | 10,144 | $374.5K | 0.11% | +10,144 | New |
| Capital City Trust Co | 10,173 | $375.6K | 0.11% | +160+1.6% | Added |
| Pettee Investors, Inc. | 10,190 | $376.2K | 0.17% | −24,379−70.5% | Reduced |
| Eudaimonia Partners, LLC | 10,190 | $376.2K | 0.10% | −2,710−21.0% | Reduced |
| Machina Capital S.A.S. | 10,230 | $377.7K | 0.24% | +10,230 | New |
| Prime Capital Investment Advisors, LLC | 10,271 | $379.2K | 0.01% | +10,271 | New |
| Forum Financial Management, LP | 10,298 | $380.2K | 0.01% | −416−3.9% | Reduced |
| Verum Partners LLC | 10,301 | $380.3K | 0.15% | −1,047−9.2% | Reduced |
| Valley National Advisers Inc | 10,327 | $381.0K | 0.06% | −39,811−79.4% | Reduced |
| Successful Portfolios LLC | 10,329 | $381.3K | 0.28% | +7+0.1% | Added |
| Canandaigua National Bank & Trust Co | 10,376 | $383.1K | 0.06% | −89−0.9% | Reduced |
| Focus Financial Network Inc | 10,417 | $384.6K | 0.01% | +10,417 | New |
| Yeomans Consulting Group, Inc. | 10,548 | $389.4K | 0.19% | +10,548 | New |
| Shepherd Financial Partners LLC | 10,658 | $393.5K | 0.06% | −13,149−55.2% | Reduced |
| Taylor Hoffman Wealth Management | 10,669 | $393.9K | 0.18% | −415−3.7% | Reduced |
| Xcel Wealth Management, LLC | 10,815 | $399.3K | 0.14% | −1,701−13.6% | Reduced |
| Gratus Capital LLC | 10,839 | $400.2K | 0.02% | +169+1.6% | Added |
| Pine Harbor Wealth Management, LLC | 10,842 | $400.3K | 0.30% | +10,842 | New |
| Perpetual Ltd | 10,851 | $400.6K | 0.00% | −2,499−18.7% | Reduced |
| Rogco, LP | 10,852 | $400.7K | 0.18% | −30−0.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,869 | $401.3K | 0.01% | −295−2.6% | Reduced |
| SYSTM Wealth Solutions LLC | 10,907 | $402.7K | 0.06% | −11,779−51.9% | Reduced |
| Buckingham Strategic Partners | 10,946 | $404.1K | 0.02% | −686−5.9% | Reduced |
| Roman Butler Fullerton & Co | 10,684 | $404.3K | 0.16% | +632+6.3% | Added |
| Harmony Asset Management LLC | 10,957 | $404.5K | 0.17% | +10,957 | New |
| New Hampshire Trust | 10,961 | $404.7K | 0.10% | −1,510−12.1% | Reduced |
| Boltwood Capital Management | 11,020 | $406.9K | 0.13% | +520+5.0% | Added |
| Rakuten Securities, Inc. | 11,022 | $406.9K | 0.32% | +11,022 | New |
| Clarius Group, LLC | 11,023 | $407.0K | 0.03% | −1,214−9.9% | Reduced |
| Cidel Asset Management Inc | 11,030 | $407.2K | 0.02% | +11,030 | New |
| Premier Path Wealth Partners, LLC | 11,052 | $408.0K | 0.09% | +11,052 | New |
| Bartlett & Co. Wealth Management LLC | 10,963 | $408.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10,963 | $409.0K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 11,154 | $411.8K | 0.07% | +11,154 | New |
| Legacy Capital Group California, Inc. | 11,210 | $413.9K | 0.16% | −27−0.2% | Reduced |
| Klingman & Associates, LLC | 11,212 | $413.9K | 0.03% | +661+6.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,287 | $416.7K | 0.00% | +100+0.9% | Added |
| Chiron Capital Management, LLC | 11,300 | $417.2K | 0.36% | −4,100−26.6% | Reduced |
| Golden State Equity Partners | 11,343 | $418.8K | 0.10% | +590+5.5% | Added |
| Uncommon Cents Investing LLC | 11,345 | $418.9K | 0.14% | +1,846+19.4% | Added |
| Live Oak Private Wealth LLC | 11,419 | $421.6K | 0.08% | −950−7.7% | Reduced |
| Alliance Wealth Advisors, LLC | 11,451 | $422.8K | 0.28% | +2,003+21.2% | Added |
| Shell Asset Management Co | 11,487 | $424.0K | 0.02% | −3,034−20.9% | Reduced |
| 1776 Wealth LLC | 11,489 | $424.2K | 0.21% | −1,500−11.5% | Reduced |
| Eagle Strategies LLC | 11,503 | $424.7K | 0.09% | +928+8.8% | Added |