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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 8,698 | $321.1K | 0.01% | +221+2.6% | Added |
| Johnson Investment Counsel Inc | 8,679 | $320.4K | 0.00% | +1,211+16.2% | Added |
| Fukoku Mutual Life Insurance Co | 8,675 | $320.3K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 8,644 | $319.1K | 0.09% | +8,644 | New |
| Caldwell Trust Co | 8,614 | $318.0K | 0.04% | −619−6.7% | Reduced |
| Grayhawk Investment Strategies Inc. | 8,583 | $316.9K | 0.16% | +8,583 | New |
| Congress Wealth Management LLC | 8,563 | $316.2K | 0.01% | +8,563 | New |
| IFP Advisors, Inc | 8,545 | $315.5K | 0.01% | −965−10.1% | Reduced |
| Birmingham Capital Management Co Inc | 8,544 | $315.4K | 0.12% | 00.0% | Unchanged |
| BIP Wealth, LLC | 8,523 | $314.7K | 0.02% | −614−6.7% | Reduced |
| Canton Hathaway, LLC | 8,516 | $314.0K | 0.09% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 8,501 | $313.9K | 0.11% | +8,501 | New |
| Sigma Planning Corp | 8,477 | $313.0K | 0.02% | −3,184−27.3% | Reduced |
| Malaga Cove Capital, LLC | 8,439 | $311.6K | 0.13% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,416 | $310.7K | 0.10% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,410 | $310.5K | 0.05% | −286−3.3% | Reduced |
| Stone Point Wealth LLC | 8,400 | $310.1K | 0.12% | −1,600−16.0% | Reduced |
| Central Trust Co | 8,397 | $310.0K | 0.01% | −4,085−32.7% | Reduced |
| GeoWealth Management, LLC | 8,374 | $310.0K | 0.03% | +7,017+517.1% | Added |
| Perigon Wealth Management, LLC | 8,392 | $309.8K | 0.01% | +625+8.0% | Added |
| EP Wealth Advisors, LLC | 8,354 | $308.4K | 0.00% | +125+1.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,328 | $307.5K | 0.04% | +8,328 | New |
| Cypress Wealth Services, LLC | 8,315 | $307.0K | 0.08% | −860−9.4% | Reduced |
| Sapient Capital LLC | 8,266 | $305.2K | 0.01% | +8,266 | New |
| NinePointTwo Capital | 8,266 | $305.0K | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $303.0K | 0.11% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 8,198 | $302.7K | 0.11% | +8,198 | New |
| Lake Street Advisors Group, LLC | 8,188 | $302.3K | 0.02% | −1,994−19.6% | Reduced |
| Fiduciary Trust Co | 8,087 | $298.6K | 0.00% | +412+5.4% | Added |
| WBH Advisory Inc | 8,063 | $297.7K | 0.03% | −46−0.6% | Reduced |
| Centurion Wealth Management LLC | 8,042 | $296.9K | 0.13% | +439+5.8% | Added |
| Mission Creek Capital Partners, Inc. | 8,019 | $296.1K | 0.08% | −1,623−16.8% | Reduced |
| Simmons Bank | 8,013 | $295.8K | 0.02% | −2,678−25.0% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $295.4K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 7,986 | $294.8K | 0.03% | +26+0.3% | Added |
| Conning Inc. | 7,920 | $292.4K | 0.01% | +105+1.3% | Added |
| McKinley Carter Wealth Services, Inc. | 7,902 | $291.7K | 0.02% | −2,176−21.6% | Reduced |
| Peachtree Investment Partners, LLC | 7,883 | $291.0K | 0.12% | −282−3.5% | Reduced |
| Lloyd Advisory Services, LLC. | 7,878 | $290.8K | 0.14% | +7,878 | New |
| Parkside Financial Bank & Trust | 7,863 | $290.3K | 0.05% | +1,690+27.4% | Added |
| Evergreen Capital Management LLC | 7,860 | $290.2K | 0.01% | −9,530−54.8% | Reduced |
| Rehmann Capital Advisory Group | 7,857 | $290.1K | 0.02% | +808+11.5% | Added |
| Prestige Wealth Management Group LLC | 7,811 | $288.4K | 0.07% | +7,640+4,467.8% | Added |
| Wagner Wealth Management, LLC | 7,768 | $286.8K | 0.10% | −77−1.0% | Reduced |
| CX Institutional | 7,731 | $285.4K | 0.02% | +7,731 | New |
| Parallel Advisors, LLC | 7,699 | $284.2K | 0.01% | +2,286+42.2% | Added |
| Boston Trust Walden Corp | 7,645 | $282.3K | 0.00% | −3,695−32.6% | Reduced |
| Aldebaran Financial Inc. | 7,644 | $282.2K | 0.44% | −115−1.5% | Reduced |
| 1st Source Bank | 7,615 | $281.1K | 0.02% | −2,144−22.0% | Reduced |
| Aprio Wealth Management, LLC | 7,610 | $281.0K | 0.06% | −1,272−14.3% | Reduced |
| Hill Investment Group Partners, LLC | 7,564 | $279.3K | 0.04% | −5,056−40.1% | Reduced |
| Financial Management Professionals, Inc. | 7,559 | $279.0K | 0.05% | +2,059+37.4% | Added |
| Day & Ennis, LLC | 7,525 | $277.8K | 0.10% | +311+4.3% | Added |
| Waterloo Capital, L.P. | 7,519 | $277.6K | 0.04% | +7,519 | New |
| Samalin Investment Counsel, LLC | 7,513 | $277.4K | 0.14% | −137−1.8% | Reduced |
| Meridian Financial Partners LLC | 7,643 | $275.0K | 0.28% | +7,643 | New |
| Coastal Investment Advisors, Inc. | 7,436 | $274.5K | 0.06% | −1,460−16.4% | Reduced |
| Venturi Wealth Management, LLC | 7,392 | $272.9K | 0.02% | +3,572+93.5% | Added |
| GAMMA Investing LLC | 7,328 | $271.6K | 0.07% | +7,328 | New |
| Stonegate Investment Group, LLC | 7,315 | $270.1K | 0.01% | +7,315 | New |
| LexAurum Advisors, LLC | 7,313 | $270.0K | 0.07% | −1,700−18.9% | Reduced |
| Selective Wealth Management, Inc. | 7,295 | $269.7K | 0.14% | −753−9.4% | Reduced |
| Morris Financial Concepts, Inc. | 7,294 | $269.3K | 0.15% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,245 | $267.5K | 0.02% | +7,245 | New |
| Fortress Wealth Group, LLC | 7,010 | $266.4K | 0.16% | +7,010 | New |
| Sugarloaf Wealth Management, LLC | 7,182 | $265.2K | 0.06% | +1,662+30.1% | Added |
| Mountain Pacific Investment Advisers Inc | 7,178 | $265.0K | 0.02% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 7,131 | $263.0K | 0.05% | −1,601−18.3% | Reduced |
| Westover Capital Advisors, LLC | 7,063 | $260.8K | 0.08% | +4+0.1% | Added |
| LongView Wealth Management | 6,892 | $259.7K | 0.12% | +6,892 | New |
| Provident Investment Management, Inc. | 7,025 | $259.4K | 0.02% | +7,025 | New |
| MQS Management LLC | 6,990 | $258.1K | 0.14% | +6,990 | New |
| Virtu Financial LLC | 6,954 | $257.0K | 0.02% | +6,954 | New |
| Avaii Wealth Management, LLC | 6,910 | $255.1K | 0.17% | −1,189−14.7% | Reduced |
| Los Angeles Capital Management LLC | 6,901 | $254.8K | 0.00% | +6,901 | New |
| Invesco, LLC | 6,886 | $254.2K | 0.12% | −2,186−24.1% | Reduced |
| Desjardins Global Asset Management Inc. | 6,883 | $254.1K | 0.03% | +859+14.3% | Added |
| Biltmore Family Office, LLC | 6,880 | $254.0K | 0.05% | −1,801−20.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,890 | $254.0K | 0.01% | −1,800−20.7% | Reduced |
| Trust Point Inc. | 6,855 | $253.1K | 0.02% | +6,855 | New |
| Mendel Money Management | 6,829 | $252.1K | 0.12% | +6,829 | New |
| Shayne & Co., LLC | 6,804 | $251.2K | 0.08% | +6,804 | New |
| Harbour Trust & Investment Management Co | 6,790 | $250.7K | 0.04% | +6,790 | New |
| Heartwood Wealth Advisors LLC | 6,784 | $250.5K | 0.03% | +6,784 | New |
| Sunpointe, LLC | 6,756 | $249.4K | 0.32% | +6,756 | New |
| Kingfisher Capital LLC | 6,739 | $249.0K | 0.06% | −754−10.1% | Reduced |
| Family Legacy, Inc. | 6,744 | $249.0K | 0.10% | +6,744 | New |
| Fisher Asset Management, LLC | 6,720 | $248.1K | 0.00% | −1,907−22.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,729 | $248.0K | 0.07% | +467+7.5% | Added |
| Gsa Capital Partners LLP | 6,691 | $247.0K | 0.02% | −41,802−86.2% | Reduced |
| HHM Wealth Advisors, LLC | 6,652 | $245.6K | 0.04% | −83−1.2% | Reduced |
| Geller Advisors LLC | 6,620 | $244.4K | 0.02% | −689−9.4% | Reduced |
| Dakota Community Bank & Trust NA | 6,581 | $243.0K | 1.36% | −70−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,579 | $242.9K | 0.00% | +1,400+27.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,545 | $241.7K | 0.03% | +6,545 | New |
| Thrive Capital Management, LLC | 6,543 | $241.6K | 0.13% | −2,174−24.9% | Reduced |
| First City Capital Management, Inc. | 6,541 | $241.5K | 0.14% | +6,541 | New |
| EverSource Wealth Advisors, LLC | 6,461 | $238.6K | 0.02% | +242+3.9% | Added |
| Evermay Wealth Management LLC | 6,447 | $238.0K | 0.04% | −1,329−17.1% | Reduced |
| Altrius Capital Management Inc | 6,432 | $237.5K | 0.07% | −1,999−23.7% | Reduced |