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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 6,429 | $237.4K | 0.00% | +6,429 | New |
| Silverlake Wealth Management LLC | 6,419 | $237.0K | 0.13% | +6,419 | New |
| HBK Sorce Advisory LLC | 6,373 | $235.3K | 0.01% | −2,686−29.7% | Reduced |
| Emfo, LLC | 6,315 | $233.2K | 0.22% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6,304 | $232.8K | 0.05% | +6,304 | New |
| Princeton Capital Management LLC | 6,299 | $232.6K | 0.09% | +6,299 | New |
| Beverly Hills Private Wealth, LLC | 6,293 | $232.3K | 0.06% | −3,403−35.1% | Reduced |
| United Community Bank | 6,282 | $231.9K | 0.10% | +3,939+168.1% | Added |
| PFG Investments, LLC | 6,276 | $231.7K | 0.04% | −847−11.9% | Reduced |
| Rock Point Advisors, LLC | 6,250 | $230.8K | 0.07% | +6,250 | New |
| Wedmont Private Capital | 6,048 | $229.8K | 0.02% | +6,048 | New |
| 1620 Investment Advisors, Inc. | 6,198 | $228.8K | 0.25% | −1,063−14.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,172 | $227.9K | 0.11% | 00.0% | Unchanged |
| Scotia Capital Inc. | 6,140 | $226.7K | 0.00% | +6,140 | New |
| Burke & Herbert Bank & Trust Co | 6,113 | $225.7K | 0.16% | +6,113 | New |
| RiverFront Investment Group, LLC | 6,113 | $225.7K | 0.01% | +6,113 | New |
| Fonville Wealth Management LLC | 6,105 | $225.4K | 0.12% | +6,105 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,093 | $225.0K | 0.04% | +6,093 | New |
| High Net Worth Advisory Group LLC | 6,067 | $224.0K | 0.08% | +6,067 | New |
| Headlands Technologies LLC | 6,043 | $223.1K | 0.07% | +5,379+810.1% | Added |
| Whalen Wealth Management Inc. | 6,043 | $223.1K | 0.20% | +6,043 | New |
| Main Street Financial Solutions, LLC | 6,001 | $221.6K | 0.03% | −1,423−19.2% | Reduced |
| Capital Square, LLC | 5,984 | $221.0K | 0.25% | +5,984 | New |
| Citizens Financial Group Inc | 5,962 | $220.1K | 0.01% | +5,962 | New |
| AlphaMark Advisors, LLC | 5,966 | $220.0K | 0.08% | −78−1.3% | Reduced |
| CVA Family Office, LLC | 5,939 | $219.3K | 0.04% | +5,939 | New |
| Romano Brothers and Company | 5,925 | $218.8K | 0.03% | +5,925 | New |
| Curi Capital | 5,914 | $218.4K | 0.03% | +5,914 | New |
| Precedent Wealth Partners, LLC | 5,914 | $218.3K | 0.11% | +5,914 | New |
| Klingenstein Fields & Co LP | 5,912 | $218.3K | 0.01% | +5,912 | New |
| Hodges Capital Management Inc. | 5,908 | $218.0K | 0.01% | +5,908 | New |
| Lindbrook Capital, LLC | 5,896 | $217.7K | 0.02% | +3,121+112.5% | Added |
| Augustine Asset Management Inc | 5,855 | $216.2K | 0.10% | −3,558−37.8% | Reduced |
| Southern Capital Advisors, LLC | 5,840 | $215.6K | 0.15% | +5,840 | New |
| Formidable Asset Management, LLC | 5,828 | $215.2K | 0.05% | +5,828 | New |
| D'Orazio & Associates, Inc. | 5,752 | $212.4K | 0.04% | +5,752 | New |
| Strategic Wealth Designers | 5,737 | $211.8K | 0.03% | +5,737 | New |
| Baron Wealth Management LLC | 5,713 | $210.9K | 0.12% | +5,713 | New |
| Patrick M Sweeney & Associates, Inc | 5,705 | $210.6K | 0.19% | +5,705 | New |
| CSM Advisors, LLC | 5,691 | $210.0K | 0.02% | −1,300−18.6% | Reduced |
| NSI Retail Advisors, LLC | 5,691 | $210.0K | 0.03% | −1,300−18.6% | Reduced |
| Diligent Investors, LLC | 5,670 | $209.3K | 0.06% | +5,670 | New |
| Occidental Asset Management, LLC | 5,660 | $209.0K | 0.04% | −1,331−19.0% | Reduced |
| Graypoint LLC | 5,650 | $208.6K | 0.02% | +5,650 | New |
| Muirfield Wealth Advisors LLC | 5,650 | $208.6K | 0.22% | +5,650 | New |
| Camden Capital, LLC | 5,636 | $208.1K | 0.02% | +5,636 | New |
| Country Club Bank | 5,550 | $207.0K | 0.02% | +5,550 | New |
| Delta Financial Group, Inc. | 5,546 | $205.0K | 0.06% | +5,546 | New |
| Oxford Financial Group Ltd | 5,549 | $204.9K | 0.02% | +5,549 | New |
| Chemung Canal Trust Co | 5,539 | $204.5K | 0.04% | −1,886−25.4% | Reduced |
| Ambassador Advisors, LLC | 5,634 | $204.2K | 0.05% | +5,634 | New |
| Quadrant Capital Group LLC | 5,524 | $203.9K | 0.02% | −1,723−23.8% | Reduced |
| Cornerstone Management, Inc. | 5,521 | $203.8K | 0.05% | +5,521 | New |
| LMCG Investments, LLC | 5,495 | $202.9K | 0.01% | +5,495 | New |
| Ballew Advisors, Inc | 5,602 | $202.7K | 0.15% | +5,602 | New |
| World Equity Group, Inc. | 5,481 | $202.4K | 0.04% | +5,481 | New |
| Covestor Ltd | 5,488 | $202.0K | 0.14% | +512+10.3% | Added |
| Nemes Rush Group LLC | 5,466 | $201.8K | 0.03% | −1,321−19.5% | Reduced |
| AJOVista, LLC | 5,392 | $199.1K | 0.25% | +5,392 | New |
| Carmichael Hill & Associates, Inc. | 5,387 | $198.9K | 0.09% | −210−3.8% | Reduced |
| Asset Dedication, LLC | 5,334 | $195.0K | 0.02% | −3,250−37.9% | Reduced |
| Carolinas Wealth Consulting LLC | 5,224 | $192.9K | 0.04% | −472−8.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,085 | $187.7K | 0.13% | +362+7.7% | Added |
| Harbour Investments, Inc. | 5,013 | $185.1K | 0.01% | +42+0.8% | Added |
| Cape Investment Advisory, Inc. | 4,943 | $182.5K | 0.09% | +94+1.9% | Added |
| First Foundation Advisors | 4,764 | $175.9K | 0.01% | +4,764 | New |
| Horizon Bancorp Inc | 4,751 | $175.0K | 0.09% | +26+0.6% | Added |
| Sound Income Strategies, LLC | 4,720 | $174.3K | 0.01% | −90,132−95.0% | Reduced |
| Sunbelt Securities, Inc. | 4,719 | $174.2K | 0.02% | +27+0.6% | Added |
| TD Waterhouse Canada Inc. | 4,499 | $171.2K | 0.00% | +959+27.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,406 | $162.7K | 0.07% | −629−12.5% | Reduced |
| Hartford Financial Management Inc. | 4,399 | $162.4K | 0.04% | −156−3.4% | Reduced |
| Arlington Trust Co LLC | 4,384 | $161.9K | 0.05% | +4,237+2,882.3% | Added |
| Caption Management, LLC | 4,369 | $161.3K | 0.02% | −68,361−94.0% | Reduced |
| Mechanics Financial Corp | 4,345 | $160.4K | 0.09% | +300+7.4% | Added |
| Castleview Partners, LLC | 4,303 | $158.9K | 0.11% | +966+28.9% | Added |
| Central Bank & Trust Co | 4,300 | $158.7K | 0.02% | −1,210−22.0% | Reduced |
| Bollard Group LLC | 4,156 | $153.0K | 0.01% | +66+1.6% | Added |
| American Capital Advisory, LLC | 4,026 | $148.6K | 0.11% | +4,026 | New |
| Resurgent Financial Advisors LLC | 3,878 | $143.2K | 0.09% | −1,662−30.0% | Reduced |
| Capital Analysts, LLC | 3,815 | $141.0K | 0.01% | +125+3.4% | Added |
| Toth Financial Advisory Corp | 3,780 | $139.6K | 0.02% | +110+3.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,767 | $139.1K | 0.01% | −1,686−30.9% | Reduced |
| Washington Trust Co | 3,731 | $137.7K | 0.01% | −1,116−23.0% | Reduced |
| Annapolis Financial Services, LLC | 3,712 | $137.0K | 0.03% | −2,503−40.3% | Reduced |
| Ci Investments Inc. | 3,709 | $137.0K | 0.00% | −159−4.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,665 | $136.0K | 0.02% | −640−14.9% | Reduced |
| Tompkins Financial Corp | 3,655 | $134.9K | 0.02% | +650+21.6% | Added |
| Alta Advisers Ltd | 3,600 | $132.9K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,555 | $131.3K | 0.08% | −450−11.2% | Reduced |
| West Paces Advisors Inc. | 3,478 | $128.4K | 0.04% | −790−18.5% | Reduced |
| Farther Finance Advisors, LLC | 3,403 | $125.6K | 0.01% | +886+35.2% | Added |
| Rakuten Investment Management, Inc. | 3,296 | $122.9K | 0.00% | +3,296 | New |
| MV Capital Management, Inc. | 3,224 | $119.0K | 0.02% | −1,300−28.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,203 | $118.3K | 0.06% | +494+18.2% | Added |
| Washington Trust Advisors, Inc. | 3,166 | $116.9K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,132 | $115.6K | 0.05% | −18−0.6% | Reduced |
| First Manhattan Co | 3,070 | $113.3K | 0.00% | −206−6.3% | Reduced |
| EdgeRock Capital LLC | 3,023 | $111.2K | 0.08% | +3,023 | New |
| Bruce G. Allen Investments, LLC | 3,007 | $111.0K | 0.10% | +3,007 | New |