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 |
|---|---|---|---|---|---|
| Dudley Capital Management, LLC | 16,482 | $608.5K | 0.39% | 00.0% | Unchanged |
| Resources Management Corp | 16,600 | $613.0K | 0.09% | 00.0% | Unchanged |
| WBI Investments | 16,653 | $614.8K | 0.12% | −1,218−6.8% | Reduced |
| Woodard & Co Asset Management Group Inc | 16,788 | $619.8K | 0.18% | 00.0% | Unchanged |
| Leisure Capital Management | 16,818 | $620.9K | 0.34% | −5,684−25.3% | Reduced |
| Park Place Capital Corp | 16,838 | $621.6K | 0.25% | −2,272−11.9% | Reduced |
| Coldstream Capital Management Inc | 16,858 | $622.4K | 0.02% | +1,337+8.6% | Added |
| Pine Valley Investments Ltd Liability Co | 16,868 | $622.8K | 0.05% | −1,697−9.1% | Reduced |
| Eastover Investment Advisors LLC | 16,920 | $624.7K | 0.33% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 16,920 | $624.7K | 0.07% | +3,103+22.5% | Added |
| Edmond de Rothschild Holding S.A. | 16,934 | $625.2K | 0.01% | −3,407−16.7% | Reduced |
| Iron Financial, LLC | 16,951 | $625.8K | 0.36% | −802−4.5% | Reduced |
| Putnam Investments LLC | 16,959 | $626.1K | 0.00% | −1,574−8.5% | Reduced |
| Franklin Street Advisors Inc | 16,971 | $627.0K | 0.05% | +1,000+6.3% | Added |
| Gabelli Funds LLC | 17,000 | $627.6K | 0.00% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 17,000 | $627.6K | 0.00% | +17,000 | New |
| Private Trust Co NA | 17,012 | $628.1K | 0.07% | +2,318+15.8% | Added |
| Reuter James Wealth Management, LLC | 17,049 | $629.4K | 0.43% | −872−4.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 17,075 | $630.4K | 0.02% | +17,075 | New |
| Canal Capital Management, LLC | 17,131 | $632.5K | 0.12% | −1,136−6.2% | Reduced |
| Register Financial Advisors LLC | 17,245 | $636.7K | 0.43% | +5,147+42.5% | Added |
| LVW Advisors, LLC | 17,268 | $637.5K | 0.12% | +17,268 | New |
| Cunning Capital Partners, LP | 17,500 | $646.0K | 0.40% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 17,500 | $646.1K | 0.02% | +9,515+119.2% | Added |
| Lido Advisors, LLC | 17,600 | $649.5K | 0.01% | +918+5.5% | Added |
| Bridgefront Capital, LLC | 17,711 | $653.9K | 0.49% | +17,711 | New |
| Ferguson Wellman Capital Management, Inc | 17,844 | $658.8K | 0.01% | −1,430−7.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 17,926 | $661.8K | 0.64% | +17,926 | New |
| Pitcairn Co | 17,943 | $662.5K | 0.05% | −1,121−5.9% | Reduced |
| Financial Advocates Investment Management | 17,955 | $662.9K | 0.04% | +793+4.6% | Added |
| Sheets Smith Wealth Management | 17,977 | $663.7K | 0.09% | −4,777−21.0% | Reduced |
| AlTi Global, Inc. | 18,236 | $673.3K | 0.02% | +18,236 | New |
| Grove Bank & Trust | 18,252 | $673.9K | 0.12% | −1,763−8.8% | Reduced |
| Transcend Wealth Collective, LLC | 18,270 | $674.5K | 0.06% | −10,351−36.2% | Reduced |
| Moneta Group Investment Advisors LLC | 18,323 | $676.5K | 0.01% | −3,135−14.6% | Reduced |
| Vaughan David Investments LLC | 18,438 | $681.0K | 0.02% | −696,868−97.4% | Reduced |
| HM Payson & Co | 18,573 | $685.7K | 0.01% | −3,120−14.4% | Reduced |
| CSS LLC | 18,618 | $687.4K | 0.05% | −10,400−35.8% | Reduced |
| Busey Wealth Management | 18,630 | $687.8K | 0.03% | +1,074+6.1% | Added |
| Lebenthal Global Advisors, LLC | 18,631 | $687.9K | 0.16% | −1,300−6.5% | Reduced |
| Sumitomo Life Insurance Co | 18,807 | $694.4K | 0.02% | −136−0.7% | Reduced |
| Meitav Dash Investments Ltd | 18,678 | $696.5K | 0.01% | −1,473−7.3% | Reduced |
| American Trust | 18,904 | $697.9K | 0.05% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 18,916 | $698.4K | 0.07% | +4,752+33.5% | Added |
| Procyon Private Wealth Partners, LLC | 18,984 | $700.9K | 0.06% | −1,762−8.5% | Reduced |
| Trust Investment Advisors | 19,077 | $704.3K | 0.55% | +1,228+6.9% | Added |
| RMR Wealth Builders | 19,197 | $708.8K | 0.10% | +356+1.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 19,249 | $710.7K | 0.12% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 19,369 | $712.0K | 0.01% | −2,171−10.1% | Reduced |
| Outfitter Financial LLC | 19,497 | $719.8K | 0.63% | −23,296−54.4% | Reduced |
| Cornerstone Advisory, LLC | 19,566 | $722.4K | 0.11% | −1,827−8.5% | Reduced |
| Snowden Capital Advisors LLC | 19,572 | $722.6K | 0.03% | −20,880−51.6% | Reduced |
| Rossmore Private Capital | 19,683 | $726.7K | 0.10% | −5,299−21.2% | Reduced |
| Trust Co of Virginia | 19,958 | $736.8K | 0.07% | −8,315−29.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 19,979 | $737.6K | 0.03% | −1,684−7.8% | Reduced |
| Hourglass Capital, LLC | 20,000 | $738.4K | 0.24% | +5,000+33.3% | Added |
| Fee-Only Financial Planning, L.C. | 20,014 | $738.9K | 0.53% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 20,025 | $739.3K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 20,059 | $740.6K | 0.06% | −6,566−24.7% | Reduced |
| Symphony Financial, Ltd. Co. | 20,159 | $756.1K | 0.16% | +20,159 | New |
| OmniStar Financial Group, Inc. | 20,485 | $756.3K | 0.95% | +58+0.3% | Added |
| First Horizon Advisors, Inc. | 20,519 | $757.6K | 0.03% | −533−2.5% | Reduced |
| Impact Partnership Wealth, LLC | 20,670 | $763.2K | 0.28% | +5,013+32.0% | Added |
| Cravens & Co Advisors, LLC | 20,705 | $764.4K | 0.66% | +10.0% | Added |
| Boston Private Wealth LLC | 20,827 | $768.9K | 0.02% | −334−1.6% | Reduced |
| Park Circle Co | 20,930 | $772.7K | 0.75% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20,985 | $774.8K | 0.04% | −196−0.9% | Reduced |
| Northwest Bank & Trust Co | 21,022 | $775.9K | 0.70% | +21,022 | New |
| TCW Group Inc | 21,057 | $785.2K | 0.01% | +21,057 | New |
| Strategic Advisors LLC | 21,320 | $787.1K | 0.15% | −483−2.2% | Reduced |
| Brown Brothers Harriman & Co | 21,483 | $793.2K | 0.01% | +111+0.5% | Added |
| Staley Capital Advisers Inc | 21,500 | $793.8K | 0.04% | −90.0% | Reduced |
| E. Ohman J:or Asset Management AB | 21,500 | $793.8K | 0.03% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 21,567 | $796.2K | 0.49% | +382+1.8% | Added |
| RSM US Wealth Management LLC | 21,752 | $803.1K | 0.02% | +6,789+45.4% | Added |
| Marino, Stram & Associates LLC | 21,878 | $807.7K | 0.21% | −438−2.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 21,915 | $809.1K | 0.41% | −69,395−76.0% | Reduced |
| Carson Advisory Inc. | 21,928 | $809.6K | 0.63% | +315+1.5% | Added |
| Capital Asset Advisory Services LLC | 22,048 | $814.0K | 0.05% | +1,677+8.2% | Added |
| Meridian Wealth Management, LLC | 22,054 | $814.2K | 0.05% | +1,952+9.7% | Added |
| Smith Chas P & Associates Pa Cpas | 22,263 | $822.0K | 0.05% | +10,554+90.1% | Added |
| Gunn & Co Investment Management, Inc. | 22,263 | $822.0K | 0.05% | +22,263 | New |
| Fort Sheridan Advisors LLC | 22,275 | $822.4K | 0.16% | −6,490−22.6% | Reduced |
| Monument Capital Management | 22,297 | $823.2K | 0.26% | −960−4.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 22,305 | $823.5K | 0.23% | +199+0.9% | Added |
| DoubleLine ETF Adviser LP | 22,356 | $825.4K | 0.24% | +1,840+9.0% | Added |
| Certified Advisory Corp | 22,535 | $832.0K | 0.13% | −39−0.2% | Reduced |
| V-Square Quantitative Management LLC | 22,632 | $835.6K | 0.20% | +5,877+35.1% | Added |
| Valeo Financial Advisors, LLC | 22,693 | $837.8K | 0.03% | −4,666−17.1% | Reduced |
| Ignite Planners, LLC | 22,451 | $842.1K | 0.25% | +22,451 | New |
| Van Leeuwen & Company, LLC | 22,926 | $846.4K | 0.49% | −1,973−7.9% | Reduced |
| Midland Wealth Advisors LLC | 23,090 | $852.5K | 0.06% | +23,090 | New |
| RFP Financial Group LLC | 23,295 | $860.1K | 0.35% | −2,677−10.3% | Reduced |
| HighPoint Advisor Group LLC | 23,006 | $865.0K | 0.06% | +23,006 | New |
| Ballentine Partners, LLC | 23,518 | $868.3K | 0.02% | +10,838+85.5% | Added |
| Intrua Financial, LLC | 23,585 | $870.8K | 0.14% | +751+3.3% | Added |
| Lakeview Capital Partners, LLC | 23,613 | $871.8K | 0.15% | −77−0.3% | Reduced |
| First County Bank | 23,661 | $873.6K | 0.42% | −8,116−25.5% | Reduced |
| Greenwood Capital Associates LLC | 23,709 | $875.3K | 0.11% | −20,771−46.7% | Reduced |
| Widmann Financial Services, Inc. | 23,734 | $876.3K | 0.79% | −25−0.1% | Reduced |