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; 1,707 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 | 1,707 | $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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 36,777 | $1.33M | 0.06% | +3,187+9.5% | Added |
| Wealth Alliance | 36,097 | $1.33M | 0.19% | +637+1.8% | Added |
| J.W. Cole Advisors, Inc. | 36,308 | $1.34M | 0.08% | +201+0.6% | Added |
| Neville Rodie & Shaw Inc | 36,373 | $1.34M | 0.11% | −1,250−3.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 36,683 | $1.35M | 0.26% | −787−2.1% | Reduced |
| Heritage Trust Co | 36,714 | $1.36M | 0.19% | +2,216+6.4% | Added |
| Motley Fool Asset Management LLC | 36,724 | $1.36M | 0.10% | +36,724 | New |
| CAPROCK Group, Inc. | 36,795 | $1.36M | 0.09% | +3,963+12.1% | Added |
| Physicians Financial Services, Inc. | 36,827 | $1.36M | 0.52% | −1,035−2.7% | Reduced |
| RKL Wealth Management LLC | 37,198 | $1.37M | 0.15% | +797+2.2% | Added |
| Kinneret Advisory, LLC | 37,405 | $1.38M | 0.15% | −238−0.6% | Reduced |
| Trust Co of Vermont | 37,494 | $1.38M | 0.09% | −7,195−16.1% | Reduced |
| Allworth Financial LP | 37,496 | $1.38M | 0.01% | +19,717+110.9% | Added |
| Whittier Trust Co | 37,517 | $1.38M | 0.02% | −326,372−89.7% | Reduced |
| Credit Agricole S A | 37,734 | $1.39M | 0.03% | +25,207+201.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 37,896 | $1.40M | 0.06% | −4,500−10.6% | Reduced |
| Tredje AP-fonden | 38,143 | $1.41M | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 49,274 | $1.41M | 0.02% | +559+1.1% | Added |
| Ossiam | 38,402 | $1.42M | 0.02% | −8,152−17.5% | Reduced |
| D.A. Davidson & Co. | 38,431 | $1.42M | 0.01% | −661−1.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 38,616 | $1.43M | 0.98% | −7,739−16.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 38,855 | $1.43M | 0.13% | −383,228−90.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 38,959 | $1.44M | 0.05% | −8,382−17.7% | Reduced |
| We Are One Seven, LLC | 38,987 | $1.44M | 0.08% | +1,853+5.0% | Added |
| Ballast, Inc. | 39,089 | $1.44M | 0.50% | +189+0.5% | Added |
| Icon Advisers Inc | 39,100 | $1.44M | 0.33% | 00.0% | Unchanged |
| Colonial Trust Co | 39,147 | $1.45M | 0.30% | −5,069−11.5% | Reduced |
| Quadcap Wealth Management, LLC | 39,357 | $1.45M | 0.38% | +39,357 | New |
| Oak Harbor Wealth Partners, LLC | 39,491 | $1.46M | 0.49% | −1,644−4.0% | Reduced |
| Diamant Asset Management, Inc. | 39,596 | $1.46M | 1.08% | +3,671+10.2% | Added |
| Quantinno Capital Management LP | 39,743 | $1.47M | 0.05% | +30,532+331.5% | Added |
| Silvercrest Asset Management Group LLC | 39,821 | $1.47M | 0.01% | −1,542−3.7% | Reduced |
| Senvest Management, LLC | 40,000 | $1.48M | 0.06% | +40,000 | New |
| Financial Partners Group, LLC | 40,017 | $1.48M | 0.67% | −437−1.1% | Reduced |
| Blair William & Co | 40,206 | $1.48M | 0.01% | −5,154−11.4% | Reduced |
| IFG Advisory, LLC | 40,252 | $1.49M | 0.11% | +167+0.4% | Added |
| United Services Automobile Association | 40,317 | $1.49M | 0.03% | +644+1.6% | Added |
| Capital Investment Advisors, LLC | 40,377 | $1.49M | 0.04% | +3,886+10.6% | Added |
| GHP Investment Advisors, Inc. | 40,470 | $1.49M | 0.08% | −1,363−3.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 40,811 | $1.51M | 0.29% | −5,996−12.8% | Reduced |
| Atria Wealth Solutions, Inc. | 40,865 | $1.51M | 0.02% | −1,822−4.3% | Reduced |
| InterOcean Capital Group, LLC | 40,950 | $1.51M | 0.04% | +451+1.1% | Added |
| Pinnbrook Capital Management LP | 41,148 | $1.52M | 0.36% | +41,148 | New |
| Raleigh Capital Management Inc. | 41,272 | $1.52M | 0.71% | −1,686−3.9% | Reduced |
| NBC Securities, Inc. | 41,328 | $1.52M | 0.15% | +90.0% | Added |
| Sompo Asset Management Co., Ltd. | 41,510 | $1.53M | 0.28% | +1,470+3.7% | Added |
| Atlantic Union Bankshares Corp | 41,524 | $1.53M | 0.14% | +97+0.2% | Added |
| Glenmede Trust Co NA | 41,662 | $1.54M | 0.01% | −9,850−19.1% | Reduced |
| Marotta Asset Management | 42,091 | $1.55M | 0.33% | −6,084−12.6% | Reduced |
| Argyle Capital Management Inc. | 42,150 | $1.56M | 0.64% | −9,900−19.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,215 | $1.56M | 0.04% | +173+0.4% | Added |
| Beacon Pointe Advisors, LLC | 42,247 | $1.56M | 0.02% | −44,245−51.2% | Reduced |
| Hills Bank & Trust Co | 42,310 | $1.56M | 0.15% | +344+0.8% | Added |
| DRW Securities, LLC | 42,399 | $1.57M | 0.05% | +42,399 | New |
| Arcus Capital Partners, LLC | 42,446 | $1.57M | 0.55% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 42,641 | $1.57M | 0.08% | −744−1.7% | Reduced |
| Bray Capital Advisors | 42,711 | $1.58M | 0.44% | +3,371+8.6% | Added |
| Principal Securities, Inc. | 43,137 | $1.59M | 0.06% | +43,137 | New |
| CWA Asset Management Group, LLC | 43,475 | $1.61M | 0.11% | +957+2.3% | Added |
| Arvest Trust Co N A | 43,509 | $1.61M | 0.10% | −9,171−17.4% | Reduced |
| Arvest Investments, Inc. | 43,631 | $1.61M | 0.26% | +43,631 | New |
| Pathway Financial Advisers, LLC | 43,670 | $1.61M | 0.61% | −2,228−4.9% | Reduced |
| Sequoia Financial Advisors, LLC | 43,767 | $1.62M | 0.02% | +10,334+30.9% | Added |
| Welch & Forbes LLC | 43,994 | $1.62M | 0.02% | −1,295−2.9% | Reduced |
| Investors Research Corp | 43,997 | $1.62M | 0.39% | +98+0.2% | Added |
| Patten Group, Inc. | 44,338 | $1.64M | 0.44% | −1,408−3.1% | Reduced |
| Trust Co of Toledo NA | 44,480 | $1.64M | 0.28% | −1,371−3.0% | Reduced |
| Salomon & Ludwin, LLC | 57,795 | $1.65M | 0.17% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 44,997 | $1.66M | 0.25% | −3,086−6.4% | Reduced |
| Argent Advisors, Inc. | 45,026 | $1.66M | 0.73% | +2,435+5.7% | Added |
| Norinchukin Bank, The | 45,244 | $1.67M | 0.04% | −1,908−4.0% | Reduced |
| North Star Investment Management Corp. | 45,948 | $1.70M | 0.13% | −6,864−13.0% | Reduced |
| CIBC World Markets Inc. | 46,296 | $1.71M | 0.00% | +37,710+439.2% | Added |
| Empirical Finance, LLC | 46,319 | $1.71M | 0.12% | +224+0.5% | Added |
| FinTrust Capital Advisors, LLC | 46,522 | $1.72M | 0.34% | −2,560−5.2% | Reduced |
| Vinva Investment Management Ltd | 46,231 | $1.72M | 0.12% | +7,477+19.3% | Added |
| Ostrum Asset Management | 46,736 | $1.73M | 0.15% | −16,642−26.3% | Reduced |
| Apollon Wealth Management, LLC | 46,776 | $1.73M | 0.06% | +6,080+14.9% | Added |
| Bailard, Inc. | 46,832 | $1.73M | 0.05% | −1,251−2.6% | Reduced |
| Bahl & Gaynor Inc | 46,856 | $1.73M | 0.01% | −19,961−29.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 46,861 | $1.73M | 0.02% | −38,372−45.0% | Reduced |
| Delta Capital Management LLC | 47,125 | $1.74M | 1.21% | −170−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,513 | $1.75M | 0.12% | −1,064−2.2% | Reduced |
| Signaturefd, LLC | 47,797 | $1.76M | 0.04% | +1,282+2.8% | Added |
| ZWJ Investment Counsel Inc | 47,949 | $1.77M | 0.09% | −914−1.9% | Reduced |
| Poehling Capital Management, LLC | 48,044 | $1.77M | 0.56% | +14,716+44.2% | Added |
| StoneX Group Inc. | 48,604 | $1.79M | 0.18% | +6,353+15.0% | Added |
| Aptus Capital Advisors, LLC | 49,184 | $1.82M | 0.05% | −3,195−6.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 49,303 | $1.82M | 0.69% | −9,917−16.7% | Reduced |
| Marco Investment Management LLC | 49,324 | $1.82M | 0.19% | −725−1.4% | Reduced |
| SeaCrest Wealth Management, LLC | 48,711 | $1.83M | 0.23% | −718−1.5% | Reduced |
| Culbertson A N & Co Inc | 49,744 | $1.84M | 0.34% | −1,525−3.0% | Reduced |
| Savant Capital, LLC | 49,881 | $1.84M | 0.02% | +571+1.2% | Added |
| Maltese Capital Management LLC | 50,000 | $1.85M | 0.52% | +50,000 | New |
| First Bank & Trust | 50,269 | $1.86M | 0.45% | +3,845+8.3% | Added |
| Alberta Investment Management Corp | 50,625 | $1.87M | 0.02% | +21,825+75.8% | Added |
| Cornerstone Advisors, LLC | 51,100 | $1.89M | 0.08% | −300−0.6% | Reduced |
| Winton Group Ltd | 51,565 | $1.90M | 0.14% | +51,565 | New |
| IVC Wealth Advisors LLC | 52,054 | $1.92M | 1.19% | +978+1.9% | Added |
| Laurel Wealth Advisors LLC | 52,408 | $1.93M | 0.37% | −1,648−3.0% | Reduced |