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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 23,752 | $876.9K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 23,838 | $880.1K | 0.14% | +1,354+6.0% | Added |
| Leavell Investment Management, Inc. | 23,856 | $881.0K | 0.06% | −2,396−9.1% | Reduced |
| Wetherby Asset Management Inc | 23,967 | $884.8K | 0.05% | +6,470+37.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 24,013 | $886.6K | 0.41% | +1,329+5.9% | Added |
| Horizon Investments, LLC | 24,367 | $886.7K | 0.02% | +15,140+164.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 24,029 | $887.1K | 0.08% | −100−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 24,206 | $893.7K | 0.29% | −1,749−6.7% | Reduced |
| Summit Financial Group Inc | 24,264 | $895.8K | 0.34% | +2,900+13.6% | Added |
| Vident Advisory, LLC | 24,379 | $900.1K | 0.02% | −2,344−8.8% | Reduced |
| Glenview Trust Co | 24,458 | $903.0K | 0.02% | −8,748−26.3% | Reduced |
| EPG Wealth Management LLC | 25,978 | $907.7K | 0.24% | +341+1.3% | Added |
| Bridges Investment Management Inc | 24,650 | $910.1K | 0.03% | +24,650 | New |
| Plimoth Trust Co LLC | 24,723 | $912.8K | 0.26% | −2,890−10.5% | Reduced |
| Groupama Asset Managment | 24,899 | $919.6K | 0.02% | +24,899 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 24,957 | $921.0K | 0.02% | −13,225−34.6% | Reduced |
| Select Asset Management & Trust | 24,972 | $922.0K | 0.45% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 25,000 | $923.0K | 0.01% | +25,000 | New |
| Weaver C. Barksdale & Associates, Inc. | 25,118 | $927.5K | 0.91% | −6,548−20.7% | Reduced |
| BHK Investment Advisors, LLC | 25,125 | $927.6K | 0.53% | −11,297−31.0% | Reduced |
| Headinvest, LLC | 25,138 | $928.1K | 0.19% | −3,640−12.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 25,151 | $928.6K | 0.10% | −2,624−9.4% | Reduced |
| Inspire Trust Co, N.A. | 25,357 | $936.2K | 0.97% | +25,357 | New |
| Profund Advisors LLC | 25,540 | $942.9K | 0.04% | +5,948+30.4% | Added |
| Capital Management Associates | 25,589 | $944.7K | 1.20% | +8,907+53.4% | Added |
| Linden Thomas Advisory Services, LLC | 25,620 | $945.9K | 0.18% | +761+3.1% | Added |
| Tiaa Trust, National Association | 25,652 | $947.1K | 0.00% | +8,725+51.5% | Added |
| Integrated Wealth Concepts LLC | 25,806 | $952.8K | 0.02% | −50,161−66.0% | Reduced |
| RBF Capital, LLC | 25,900 | $956.2K | 0.06% | 00.0% | Unchanged |
| Trust Co of the South | 26,078 | $962.8K | 0.25% | +26,078 | New |
| Wiley Bros.-Aintree Capital, LLC | 26,380 | $973.8K | 0.24% | +6,050+29.8% | Added |
| United Bank | 26,377 | $973.8K | 0.12% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 26,454 | $976.7K | 0.02% | +1,509+6.0% | Added |
| Nomura Holdings Inc | 26,894 | $992.9K | 0.01% | +26,894 | New |
| KG&L Capital Management,LLC | 26,954 | $995.2K | 0.42% | −1,347−4.8% | Reduced |
| South State Corp. | 27,034 | $998.1K | 0.09% | −2,584−8.7% | Reduced |
| Fourthstone LLC | 27,130 | $1.00M | 0.20% | −16,370−37.6% | Reduced |
| RFG Advisory, LLC | 27,241 | $1.01M | 0.04% | −437−1.6% | Reduced |
| Madden Securities Corp | 27,250 | $1.01M | 0.53% | +2,555+10.3% | Added |
| Csenge Advisory Group | 27,345 | $1.01M | 0.06% | −1,291−4.5% | Reduced |
| Farmers National Bank | 27,485 | $1.01M | 0.33% | −3,210−10.5% | Reduced |
| Wealthspire Advisors, LLC | 27,540 | $1.02M | 0.01% | −3,856−12.3% | Reduced |
| Patton Albertson Miller Group, LLC | 27,668 | $1.02M | 0.17% | −2,354−7.8% | Reduced |
| Brighton Jones LLC | 27,722 | $1.02M | 0.04% | +2,501+9.9% | Added |
| Ally Financial Inc. | 28,000 | $1.03M | 0.14% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 28,000 | $1.03M | 0.05% | +8,000+40.0% | Added |
| Dividend Assets Capital, LLC | 27,994 | $1.03M | 0.20% | −1,065−3.7% | Reduced |
| Moody National Bank Trust Division | 28,158 | $1.04M | 0.08% | −28,994−50.7% | Reduced |
| International Assets Investment Management, LLC | 28,320 | $1.05M | 0.13% | −1,902−6.3% | Reduced |
| Jacobi Capital Management LLC | 28,333 | $1.05M | 0.11% | −880−3.0% | Reduced |
| Icon Wealth Advisors, LLC | 28,340 | $1.05M | 0.11% | +28,340 | New |
| Vestcor Inc | 28,357 | $1.05M | 0.04% | −296−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 28,166 | $1.05M | 0.13% | −994−3.4% | Reduced |
| Davis Investment Partners, LLC | 28,581 | $1.06M | 0.51% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 28,796 | $1.06M | 0.21% | +28,796 | New |
| Smith, Salley & Associates | 28,823 | $1.06M | 0.07% | +6,463+28.9% | Added |
| X-Square Capital, LLC | 29,024 | $1.07M | 0.59% | −7,063−19.6% | Reduced |
| Founders Financial Alliance, LLC | 29,093 | $1.07M | 0.42% | +1,101+3.9% | Added |
| CWM, LLC | 29,136 | $1.08M | 0.01% | +3,264+12.6% | Added |
| Lowe Brockenbrough & Co Inc | 29,209 | $1.08M | 0.08% | −1,333−4.4% | Reduced |
| Applied Capital LLC | 29,279 | $1.08M | 0.99% | +1,100+3.9% | Added |
| Spire Wealth Management | 29,055 | $1.09M | 0.04% | +657+2.3% | Added |
| Sawtooth Solutions, LLC | 29,802 | $1.10M | 0.03% | +1,643+5.8% | Added |
| Hilltop Holdings Inc. | 29,822 | $1.10M | 0.12% | +133+0.4% | Added |
| Jaffetilchin Investment Partners, LLC | 29,848 | $1.10M | 0.11% | −590−1.9% | Reduced |
| Bleakley Financial Group, LLC | 29,890 | $1.10M | 0.04% | +1,731+6.1% | Added |
| Veriti Management LLC | 29,958 | $1.11M | 0.10% | +13,462+81.6% | Added |
| Concurrent Investment Advisors, LLC | 30,049 | $1.11M | 0.05% | +30,049 | New |
| Mutual Advisors, LLC | 30,207 | $1.12M | 0.04% | +4,221+16.2% | Added |
| Tokio Marine Asset Management Co Ltd | 30,263 | $1.12M | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30,319 | $1.12M | 0.04% | −2,615−7.9% | Reduced |
| Salzhauer Michael | 30,500 | $1.13M | 1.01% | −5,063−14.2% | Reduced |
| Foundations Investment Advisors, LLC | 30,940 | $1.13M | 0.03% | +3,288+11.9% | Added |
| Nicolet Bankshares Inc | 30,603 | $1.13M | 0.30% | −198−0.6% | Reduced |
| Brevan Howard Capital Management LP | 30,630 | $1.13M | 0.11% | +30,630 | New |
| Ieq Capital, LLC | 30,670 | $1.13M | 0.02% | +13,508+78.7% | Added |
| BCS Wealth Management | 30,712 | $1.13M | 0.42% | −1,830−5.6% | Reduced |
| WealthShield Partners, LLC | 30,847 | $1.14M | 0.19% | +36+0.1% | Added |
| BKD Wealth Advisors, LLC | 31,203 | $1.15M | 0.03% | −5,076−14.0% | Reduced |
| Taylor Financial Group, Inc. | 31,798 | $1.17M | 0.97% | +31,798 | New |
| Cullen/Frost Bankers, Inc. | 32,033 | $1.18M | 0.02% | −90,556−73.9% | Reduced |
| Assetmark, Inc | 32,043 | $1.18M | 0.00% | +2,538+8.6% | Added |
| MBL Wealth, LLC | 32,062 | $1.18M | 0.15% | +220+0.7% | Added |
| Illinois Municipal Retirement Fund | 32,144 | $1.19M | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 32,158 | $1.19M | 0.12% | −211,327−86.8% | Reduced |
| St. Johns Investment Management Company, LLC | 32,255 | $1.19M | 0.61% | +296+0.9% | Added |
| ProVise Management Group, LLC | 32,399 | $1.20M | 0.10% | −190−0.6% | Reduced |
| CNB Bank | 32,702 | $1.21M | 0.65% | −2,317−6.6% | Reduced |
| Citizens & Northern Corp | 32,716 | $1.21M | 0.43% | −15,396−32.0% | Reduced |
| Bank Ozk | 33,115 | $1.22M | 0.60% | −212−0.6% | Reduced |
| MCF Advisors LLC | 33,735 | $1.25M | 0.10% | −46−0.1% | Reduced |
| New England Research & Management, Inc. | 34,312 | $1.27M | 0.67% | −495−1.4% | Reduced |
| Park Avenue Securities LLC | 34,463 | $1.27M | 0.02% | −3,075−8.2% | Reduced |
| FJ Investments, LLC | 34,500 | $1.27M | 0.06% | +34,500 | New |
| Financial Security Advisor, Inc. | 35,184 | $1.30M | 0.51% | −185−0.5% | Reduced |
| Berkeley Capital Partners, LLC | 35,294 | $1.30M | 0.43% | −5,502−13.5% | Reduced |
| Gotham Asset Management, LLC | 35,319 | $1.30M | 0.02% | −2,819−7.4% | Reduced |
| Independence Bank of Kentucky | 35,453 | $1.31M | 0.46% | −2,150−5.7% | Reduced |
| Galibier Capital Management Ltd. | 35,758 | $1.32M | 0.34% | −15,000−29.6% | Reduced |
| First American Bank | 35,989 | $1.33M | 0.11% | −19,778−35.5% | Reduced |