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 |
|---|---|---|---|---|---|
| 1776 Wealth LLC | 11,489 | $424.2K | 0.21% | −1,500−11.5% | Reduced |
| Shell Asset Management Co | 11,487 | $424.0K | 0.02% | −3,034−20.9% | Reduced |
| Alliance Wealth Advisors, LLC | 11,451 | $422.8K | 0.28% | +2,003+21.2% | Added |
| Live Oak Private Wealth LLC | 11,419 | $421.6K | 0.08% | −950−7.7% | Reduced |
| Uncommon Cents Investing LLC | 11,345 | $418.9K | 0.14% | +1,846+19.4% | Added |
| Golden State Equity Partners | 11,343 | $418.8K | 0.10% | +590+5.5% | Added |
| Chiron Capital Management, LLC | 11,300 | $417.2K | 0.36% | −4,100−26.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,287 | $416.7K | 0.00% | +100+0.9% | Added |
| Klingman & Associates, LLC | 11,212 | $413.9K | 0.03% | +661+6.3% | Added |
| Legacy Capital Group California, Inc. | 11,210 | $413.9K | 0.16% | −27−0.2% | Reduced |
| Qtron Investments LLC | 11,154 | $411.8K | 0.07% | +11,154 | New |
| Bartlett & Co. LLC | 10,963 | $409.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,963 | $408.8K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 11,052 | $408.0K | 0.09% | +11,052 | New |
| Cidel Asset Management Inc | 11,030 | $407.2K | 0.02% | +11,030 | New |
| Clarius Group, LLC | 11,023 | $407.0K | 0.03% | −1,214−9.9% | Reduced |
| Rakuten Securities, Inc. | 11,022 | $406.9K | 0.32% | +11,022 | New |
| Boltwood Capital Management | 11,020 | $406.9K | 0.13% | +520+5.0% | Added |
| New Hampshire Trust | 10,961 | $404.7K | 0.10% | −1,510−12.1% | Reduced |
| Harmony Asset Management LLC | 10,957 | $404.5K | 0.17% | +10,957 | New |
| Roman Butler Fullerton & Co | 10,684 | $404.3K | 0.16% | +632+6.3% | Added |
| Buckingham Strategic Partners | 10,946 | $404.1K | 0.02% | −686−5.9% | Reduced |
| SYSTM Wealth Solutions LLC | 10,907 | $402.7K | 0.06% | −11,779−51.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,869 | $401.3K | 0.01% | −295−2.6% | Reduced |
| Rogco, LP | 10,852 | $400.7K | 0.18% | −30−0.3% | Reduced |
| Perpetual Ltd | 10,851 | $400.6K | 0.00% | −2,499−18.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,842 | $400.3K | 0.30% | +10,842 | New |
| Gratus Capital LLC | 10,839 | $400.2K | 0.02% | +169+1.6% | Added |
| Xcel Wealth Management, LLC | 10,815 | $399.3K | 0.14% | −1,701−13.6% | Reduced |
| Taylor Hoffman Wealth Management | 10,669 | $393.9K | 0.18% | −415−3.7% | Reduced |
| Shepherd Financial Partners LLC | 10,658 | $393.5K | 0.06% | −13,149−55.2% | Reduced |
| Yeomans Consulting Group, Inc. | 10,548 | $389.4K | 0.19% | +10,548 | New |
| Focus Financial Network Inc | 10,417 | $384.6K | 0.01% | +10,417 | New |
| Canandaigua National Bank & Trust Co | 10,376 | $383.1K | 0.06% | −89−0.9% | Reduced |
| Successful Portfolios LLC | 10,329 | $381.3K | 0.28% | +7+0.1% | Added |
| Valley National Advisers Inc | 10,327 | $381.0K | 0.06% | −39,811−79.4% | Reduced |
| Verum Partners LLC | 10,301 | $380.3K | 0.15% | −1,047−9.2% | Reduced |
| Forum Financial Management, LP | 10,298 | $380.2K | 0.01% | −416−3.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,271 | $379.2K | 0.01% | +10,271 | New |
| Machina Capital S.A.S. | 10,230 | $377.7K | 0.24% | +10,230 | New |
| 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 |
| Capital City Trust Co | 10,173 | $375.6K | 0.11% | +160+1.6% | Added |
| Newman Dignan & Sheerar, Inc. | 10,144 | $374.5K | 0.11% | +10,144 | New |
| Calton & Associates, Inc. | 10,143 | $374.5K | 0.15% | +10,143 | New |
| Cypress Capital Group | 10,097 | $372.8K | 0.05% | +247+2.5% | Added |
| Centaurus Financial, Inc. | 10,083 | $372.0K | 0.03% | +277+2.8% | Added |
| ForthRight Wealth Management, LLC | 10,074 | $371.9K | 0.14% | −61−0.6% | Reduced |
| Eqis Capital Management, Inc. | 10,068 | $371.7K | 0.03% | +10,068 | New |
| Good Life Advisors, LLC | 10,063 | $371.5K | 0.04% | −1,566−13.5% | Reduced |
| My Legacy Advisors, LLC | 9,944 | $371.3K | 0.13% | +9,944 | New |
| American Assets Inc | 10,000 | $369.2K | 0.14% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 9,982 | $368.5K | 0.01% | +68+0.7% | Added |
| Quotient Wealth Partners, LLC | 9,964 | $367.9K | 0.01% | +9,964 | New |
| Grant/GrossMendelsohn, LLC | 9,708 | $367.4K | 0.15% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 9,944 | $367.1K | 0.12% | −980−9.0% | Reduced |
| Southeast Asset Advisors Inc. | 9,765 | $360.5K | 0.05% | −1,226−11.2% | Reduced |
| Bristlecone Advisors, LLC | 9,763 | $360.4K | 0.04% | +466+5.0% | Added |
| Abacus Planning Group, Inc. | 9,758 | $360.3K | 0.08% | −367−3.6% | Reduced |
| Checchi Capital Advisers, LLC | 9,713 | $358.6K | 0.03% | −6−0.1% | Reduced |
| David Loasby | 9,536 | $358.6K | 0.04% | −4,245−30.8% | Reduced |
| Winthrop Capital Management, LLC | 9,693 | $357.9K | 0.12% | +9,693 | New |
| Westpac Banking Corp | 9,647 | $356.2K | 0.03% | −2,098−17.9% | Reduced |
| Convergence Investment Partners, LLC | 9,588 | $354.0K | 0.18% | +9,588 | New |
| IHT Wealth Management, LLC | 9,580 | $353.7K | 0.02% | −2,358−19.8% | Reduced |
| Cobblestone Capital Advisors LLC | 9,577 | $353.6K | 0.02% | −728−7.1% | Reduced |
| Wrapmanager Inc | 9,560 | $353.0K | 0.10% | −1,838−16.1% | Reduced |
| Tritonpoint Wealth, LLC | 9,467 | $349.5K | 0.03% | +9,467 | New |
| NFP Retirement, Inc. | 9,379 | $346.3K | 0.06% | +46+0.5% | Added |
| Kovack Advisors, Inc. | 9,363 | $345.7K | 0.04% | +361+4.0% | Added |
| Eastern Bank | 9,316 | $343.9K | 0.02% | −3,220−25.7% | Reduced |
| Everett Harris & Co | 9,298 | $343.3K | 0.00% | −53−0.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 9,191 | $343.2K | 0.08% | +673+7.9% | Added |
| Nwam LLC | 9,282 | $342.7K | 0.03% | +667+7.7% | Added |
| PEAK6 Investments LLC | 9,279 | $342.6K | 0.01% | +9,279 | New |
| Crawford Investment Counsel Inc | 9,266 | $342.1K | 0.01% | −542−5.5% | Reduced |
| ISAM Funds (UK) Ltd | 9,265 | $342.1K | 0.24% | +9,265 | New |
| Keudell/Morrison Wealth Management | 9,261 | $341.9K | 0.11% | −1,190−11.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,230 | $341.0K | 0.04% | −75−0.8% | Reduced |
| Parthenon LLC | 9,188 | $339.2K | 0.05% | +76+0.8% | Added |
| Beacon Investment Advisors LLC | 9,178 | $338.9K | 0.22% | +129+1.4% | Added |
| GW Henssler & Associates Ltd | 9,161 | $338.2K | 0.02% | +349+4.0% | Added |
| Summit Asset Management, LLC | 9,142 | $337.5K | 0.08% | +20+0.2% | Added |
| Haverford Trust Co | 9,138 | $337.4K | 0.00% | −4,261−31.8% | Reduced |
| Hoxton Planning & Management, LLC | 9,109 | $336.0K | 0.18% | +1,908+26.5% | Added |
| Hayek Kallen Investment Management | 9,047 | $334.0K | 0.14% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 9,004 | $332.4K | 0.09% | +9,004 | New |
| Applied Finance Capital Management, LLC | 9,002 | $332.4K | 0.03% | −365−3.9% | Reduced |
| Fiducient Advisors LLC | 9,001 | $332.3K | 0.06% | +55+0.6% | Added |
| TownSquare Capital, LLC | 8,991 | $332.0K | 0.01% | +959+11.9% | Added |
| Centennial Wealth Advisory LLC | 8,946 | $330.3K | 0.17% | −1,101−11.0% | Reduced |
| Jarislowsky, Fraser Ltd | 8,894 | $328.4K | 0.00% | +8,894 | New |
| Lafayette Investments, Inc. | 8,845 | $326.6K | 0.08% | +1,800+25.6% | Added |
| Equitable Holdings, Inc. | 8,822 | $325.7K | 0.00% | −1,122−11.3% | Reduced |
| Enterprise Financial Services Corp | 8,791 | $324.6K | 0.20% | −128−1.4% | Reduced |
| MAI Capital Management | 8,785 | $324.3K | 0.00% | +1,699+24.0% | Added |
| Tobam | 8,736 | $323.0K | 0.03% | +1,711+24.4% | Added |
| Atomi Financial Group, Inc. | 8,719 | $321.9K | 0.04% | +8,719 | New |
| Gateway Investment Advisers LLC | 8,715 | $321.8K | 0.00% | +8,715 | New |
| AlphaStar Capital Management, LLC | 8,708 | $321.5K | 0.03% | +8,708 | New |