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 |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 11,563 | $426.9K | 0.11% | −39,248−77.2% | Reduced |
| NorthRock Partners, LLC | 11,591 | $427.9K | 0.02% | +2,172+23.1% | Added |
| Sculati Wealth Management, LLC | 11,659 | $430.4K | 0.20% | 00.0% | Unchanged |
| Ellevest, Inc. | 11,695 | $431.8K | 0.03% | +1,325+12.8% | Added |
| Silver Oak Securities, Inc | 11,715 | $432.5K | 0.06% | +4,269+57.3% | Added |
| Balentine LLC | 11,753 | $433.9K | 0.01% | +3,112+36.0% | Added |
| Continuum Advisory, LLC | 11,832 | $437.0K | 0.06% | +1,462+14.1% | Added |
| Texas Yale Capital Corp. | 11,838 | $437.1K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 11,864 | $438.0K | 0.13% | −188−1.6% | Reduced |
| Marcum Wealth, LLC | 11,883 | $438.7K | 0.05% | −5,901−33.2% | Reduced |
| MTM Investment Management, LLC | 11,911 | $439.8K | 0.20% | −1,680−12.4% | Reduced |
| Keel Point, LLC | 11,913 | $439.8K | 0.05% | +1,201+11.2% | Added |
| Tandem Investment Advisors, Inc. | 11,923 | $440.0K | 0.02% | −2,948−19.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 11,962 | $441.6K | 0.39% | +168+1.4% | Added |
| Westhampton Capital, LLC | 11,970 | $441.9K | 0.26% | −310−2.5% | Reduced |
| Washington Capital Management Inc | 12,000 | $443.0K | 0.38% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 12,058 | $445.2K | 0.05% | +12,058 | New |
| Concord Asset Management, LLC | 12,068 | $445.6K | 0.13% | +12,068 | New |
| Aspire Private Capital, LLC | 12,120 | $447.5K | 0.13% | +4,158+52.2% | Added |
| NBT Bank N A | 12,145 | $448.4K | 0.04% | −636−5.0% | Reduced |
| Farmers Trust Co | 12,190 | $450.1K | 0.09% | +336+2.8% | Added |
| FDx Advisors, Inc. | 12,225 | $451.0K | 0.03% | −2,583−17.4% | Reduced |
| BSW Wealth Partners | 12,216 | $451.0K | 0.09% | +353+3.0% | Added |
| Dorsey & Whitney Trust CO LLC | 12,240 | $451.9K | 0.03% | +1,783+17.1% | Added |
| Quest Partners LLC | 12,324 | $455.0K | 0.10% | +12,324 | New |
| Whittier Trust Co of Nevada Inc | 12,398 | $457.6K | 0.01% | −140,488−91.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 12,460 | $460.0K | 0.23% | −684−5.2% | Reduced |
| Exencial Wealth Advisors, LLC | 12,461 | $460.1K | 0.02% | +451+3.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,522 | $462.3K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 15,318 | $464.9K | 5.14% | −694−4.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12,666 | $465.0K | 0.31% | −655−4.9% | Reduced |
| Geneos Wealth Management Inc. | 12,597 | $465.1K | 0.02% | −781−5.8% | Reduced |
| Hamilton Capital Partners Inc. | 12,600 | $465.2K | 0.09% | +12,600 | New |
| Wealth Alliance Advisory Group, LLC | 12,624 | $466.1K | 0.12% | −286−2.2% | Reduced |
| Intrust Bank NA | 12,647 | $466.9K | 0.05% | −440−3.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 12,680 | $468.1K | 0.13% | −232−1.8% | Reduced |
| Secure Asset Management, LLC | 12,853 | $474.5K | 0.13% | −1,595−11.0% | Reduced |
| Aspiriant, LLC | 12,915 | $476.8K | 0.02% | −1,185−8.4% | Reduced |
| ExodusPoint Capital Management, LP | 12,921 | $477.0K | 0.01% | −30,490−70.2% | Reduced |
| WCG Wealth Advisors LLC | 12,934 | $478.0K | 0.04% | −1,074−7.7% | Reduced |
| Chilton Investment Co LLC | 12,950 | $478.1K | 0.01% | −3,373−20.7% | Reduced |
| Valmark Advisers, Inc. | 12,965 | $478.7K | 0.01% | +277+2.2% | Added |
| Proequities, Inc. | 12,978 | $479.1K | 0.03% | +706+5.8% | Added |
| Avalon Trust Co | 13,000 | $480.0K | 0.04% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 13,058 | $482.1K | 0.01% | −1,954−13.0% | Reduced |
| Lindenwold Advisors | 13,072 | $482.6K | 0.27% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 13,100 | $483.6K | 0.09% | −125−0.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $484.5K | 0.17% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 13,137 | $485.0K | 0.05% | +2,983+29.4% | Added |
| Bard Financial Services, Inc. | 13,200 | $487.3K | 0.05% | +13,200 | New |
| Mitchell McLeod Pugh & Williams Inc | 13,265 | $489.7K | 0.13% | −1,957−12.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,451 | $496.6K | 0.03% | −16,678−55.4% | Reduced |
| Partners in Financial Planning | 13,611 | $502.5K | 0.12% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 13,730 | $506.9K | 0.28% | +3,131+29.5% | Added |
| Stevens Capital Management LP | 13,729 | $507.0K | 0.13% | +13,729 | New |
| Cutler Group LP | 13,840 | $510.0K | 0.07% | −1,959−12.4% | Reduced |
| Prelude Capital Management, LLC | 13,973 | $515.9K | 0.04% | +4,453+46.8% | Added |
| Prosperity Wealth Management, Inc. | 14,024 | $517.8K | 0.34% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 14,047 | $518.6K | 0.21% | +5,180+58.4% | Added |
| Smartleaf Asset Management LLC | 13,980 | $519.0K | 0.14% | +13,980 | New |
| Cigna Investments Inc | 14,067 | $520.0K | 0.11% | −335−2.3% | Reduced |
| Greenleaf Trust | 14,195 | $524.1K | 0.01% | +838+6.3% | Added |
| Banque Cantonale Vaudoise | 14,224 | $525.0K | 0.02% | −19,919−58.3% | Reduced |
| Brady Family Wealth, LLC | 14,240 | $525.7K | 0.18% | −671−4.5% | Reduced |
| Strategic Blueprint, LLC | 14,259 | $526.5K | 0.04% | 00.0% | Unchanged |
| Community Trust & Investment Co | 14,343 | $529.5K | 0.04% | −198−1.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 14,391 | $531.3K | 0.08% | −147,868−91.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,416 | $532.2K | 0.07% | −129−0.9% | Reduced |
| Fiduciary Family Office, LLC | 14,426 | $532.6K | 0.23% | +14,426 | New |
| Montag & Caldwell, LLC | 14,562 | $537.6K | 0.09% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 14,582 | $538.4K | 0.45% | −4,630−24.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 14,620 | $539.8K | 0.28% | −453−3.0% | Reduced |
| Octavia Wealth Advisors, LLC | 14,691 | $542.4K | 0.10% | +6,415+77.5% | Added |
| Norway Savings Bank | 14,709 | $543.1K | 0.24% | −1,835−11.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,777 | $545.6K | 0.34% | −16−0.1% | Reduced |
| Mayfair Advisory Group, LLC | 14,547 | $545.7K | 0.46% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,879 | $549.3K | 0.02% | −919−5.8% | Reduced |
| Cooper Financial Group | 14,882 | $549.4K | 0.10% | +460+3.2% | Added |
| Israel Discount Bank of New York | 14,883 | $549.5K | 0.43% | −321−2.1% | Reduced |
| Merit Financial Group, LLC | 14,906 | $550.3K | 0.02% | +3,564+31.4% | Added |
| Oak Thistle LLC | 14,935 | $551.4K | 0.16% | +14,935 | New |
| Rede Wealth, LLC | 14,959 | $552.3K | 0.26% | −32−0.2% | Reduced |
| Burkett Financial Services, LLC | 15,047 | $555.5K | 0.31% | +15,047 | New |
| Insigneo Advisory Services, LLC | 15,047 | $555.5K | 0.08% | +870+6.1% | Added |
| Aull & Monroe Investment Management Corp | 15,053 | $555.8K | 0.27% | −5,844−28.0% | Reduced |
| City Holding Co | 15,062 | $555.9K | 0.09% | −1,437−8.7% | Reduced |
| Edgestream Partners, L.P. | 15,278 | $564.1K | 0.04% | −51,527−77.1% | Reduced |
| Bokf, NA | 15,281 | $564.2K | 0.01% | −1,155−7.0% | Reduced |
| Thompson Investment Management, Inc. | 15,476 | $571.4K | 0.09% | −2,493−13.9% | Reduced |
| Essex Financial Services, Inc. | 15,517 | $572.9K | 0.06% | +1,285+9.0% | Added |
| Westwood Holdings Group Inc. | 15,544 | $574.0K | 0.00% | −643−4.0% | Reduced |
| Transatlantique Private Wealth LLC | 15,605 | $576.1K | 0.27% | −3,412−17.9% | Reduced |
| Tocqueville Asset Management L.P. | 15,608 | $576.2K | 0.01% | +15,608 | New |
| Fiduciary Group LLC | 15,679 | $578.9K | 0.07% | −996−6.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 15,500 | $581.4K | 0.10% | 00.0% | Unchanged |
| Trust Asset Management LLC | 15,787 | $582.9K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 15,862 | $585.6K | 0.03% | −410−2.5% | Reduced |
| FLC Capital Advisors | 15,869 | $585.9K | 0.16% | +20+0.1% | Added |
| Atticus Wealth Management, LLC | 15,888 | $586.6K | 0.21% | −588−3.6% | Reduced |
| Aigen Investment Management, LP | 16,362 | $604.1K | 0.11% | −6,175−27.4% | Reduced |