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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 3,000 | $111.0K | 0.03% | +806+36.7% | Added |
| Wellington Shields & Co., LLC | 3,000 | $110.8K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,925 | $108.0K | 0.01% | +1,133+63.2% | Added |
| Planned Solutions, Inc. | 2,920 | $107.8K | 0.05% | +2,920 | New |
| Gradient Investments LLC | 2,900 | $107.1K | 0.00% | +141+5.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,881 | $106.4K | 0.00% | −13,824−82.8% | Reduced |
| Gables Capital Management Inc. | 2,875 | $106.1K | 0.07% | +344+13.6% | Added |
| Plato Investment Management Ltd | 2,856 | $105.4K | 0.13% | +2,856 | New |
| Johnson Financial Group, Inc. | 2,851 | $105.3K | 0.01% | −179−5.9% | Reduced |
| Meeder Asset Management Inc | 2,837 | $104.7K | 0.01% | +2,837 | New |
| SRS Capital Advisors, Inc. | 2,828 | $104.4K | 0.01% | −49−1.7% | Reduced |
| Baldwin Brothers Inc | 2,805 | $103.6K | 0.01% | −3,751−57.2% | Reduced |
| CKW Financial Group | 2,800 | $103.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,754 | $101.7K | 0.01% | −209−7.1% | Reduced |
| Proffitt & Goodson Inc | 2,587 | $95.5K | 0.02% | +1,494+136.7% | Added |
| Silvant Capital Management LLC | 2,587 | $95.5K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,530 | $93.4K | 0.02% | +529+26.4% | Added |
| JJJ Advisors Inc. | 2,526 | $93.3K | 0.02% | +29+1.2% | Added |
| Abich Financial Wealth Management LLC | 2,511 | $92.7K | 0.09% | +2,511 | New |
| Clear Investment Research, LLC | 2,481 | $91.6K | 0.13% | −196−7.3% | Reduced |
| Creative Financial Designs Inc | 2,434 | $89.9K | 0.01% | +68+2.9% | Added |
| Smithfield Trust Co | 2,346 | $86.0K | 0.00% | −630−21.2% | Reduced |
| Oakworth Capital, Inc. | 2,300 | $84.9K | 0.01% | −971−29.7% | Reduced |
| Coppell Advisory Solutions LLC | 2,260 | $83.5K | 0.02% | +2,179+2,690.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,212 | $81.7K | 0.02% | +2,212 | New |
| Sittner & Nelson, LLC | 2,175 | $80.3K | 0.04% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 2,121 | $78.3K | 0.03% | +2,121 | New |
| Atlantic Edge Private Wealth Management, LLC | 2,117 | $78.2K | 0.03% | +2,117 | New |
| Bare Financial Services, Inc | 2,083 | $76.9K | 0.15% | +2,083 | New |
| Larson Financial Group LLC | 1,974 | $72.9K | 0.01% | −218−9.9% | Reduced |
| Main Street Group, LTD | 1,956 | $72.2K | 0.03% | +1,956 | New |
| UniSuper Management Pty Ltd | 1,935 | $71.4K | 0.00% | +1,935 | New |
| Pinnacle Bancorp, Inc. | 1,924 | $71.0K | 0.02% | +100+5.5% | Added |
| Capital Advisors, Ltd. LLC | 1,931 | $71.0K | 0.01% | −63−3.2% | Reduced |
| Loomis Sayles & Co L P | 1,909 | $70.0K | 0.00% | −12−0.6% | Reduced |
| AdvisorNet Financial, Inc | 1,868 | $69.0K | 0.01% | −811−30.3% | Reduced |
| Providence Capital Advisors, LLC | 1,857 | $68.6K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,846 | $68.2K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,795 | $66.3K | 0.01% | −510−22.1% | Reduced |
| POM Investment Strategies, LLC | 1,741 | $64.3K | 0.06% | +1,741 | New |
| Highlander Capital Management, LLC | 1,680 | $62.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,600 | $59.1K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,589 | $58.6K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,555 | $57.4K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1,509 | $57.0K | 0.04% | +500+49.6% | Added |
| First United Bank Trust | 1,529 | $56.5K | 0.02% | +1,529 | New |
| Newbridge Financial Services Group, Inc. | 1,500 | $55.4K | 0.03% | −2,016−57.3% | Reduced |
| One River Asset Management, LLC | 1,469 | $54.2K | 0.02% | −2,034−58.1% | Reduced |
| Winch Advisory Services, LLC | 1,414 | $52.2K | 0.02% | +13+0.9% | Added |
| Arrow Financial Corp | 1,400 | $51.7K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,390 | $51.3K | 0.06% | −16−1.1% | Reduced |
| Optimum Investment Advisors | 1,371 | $50.6K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,348 | $50.0K | 0.00% | −128−8.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,333 | $49.0K | 0.03% | +323+32.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,317 | $48.6K | 0.01% | +1,317 | New |
| Clear Street Markets LLC | 1,300 | $48.0K | 0.02% | +700+116.7% | Added |
| American State Bank (Iowa) | 1,294 | $47.8K | 0.03% | 00.0% | Unchanged |
| LM Advisors LLC | 1,249 | $46.1K | 0.01% | +1,249 | New |
| Private Wealth Management Group, LLC | 1,230 | $45.4K | 0.02% | +1,230 | New |
| Tyler-Stone Wealth Management | 1,183 | $43.7K | 0.02% | +18+1.5% | Added |
| Manchester Capital Management LLC | 1,139 | $42.1K | 0.01% | +232+25.6% | Added |
| Paradigm Asset Management Co LLC | 1,083 | $40.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,077 | $39.8K | 0.02% | +1,077 | New |
| Chesapeake Asset Management LLC | 1,063 | $39.2K | 0.04% | −921−46.4% | Reduced |
| First Personal Financial Services | 1,036 | $38.2K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 1,024 | $37.8K | 0.03% | +1,024 | New |
| TCTC Holdings, LLC | 1,023 | $37.8K | 0.00% | +768+301.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,000 | $36.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 994 | $36.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 993 | $36.7K | 0.01% | −147−12.9% | Reduced |
| JFS Wealth Advisors, LLC | 955 | $35.3K | 0.00% | −67−6.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 936 | $35.0K | 0.00% | −2,653−73.9% | Reduced |
| Morton Brown Family Wealth, LLC | 924 | $34.1K | 0.01% | +649+236.0% | Added |
| Northwest Financial Advisors | 909 | $33.6K | 0.03% | +909 | New |
| Abound Wealth Management | 897 | $33.1K | 0.01% | −750−45.5% | Reduced |
| Operose Advisors LLC | 889 | $32.8K | 0.01% | −211−19.2% | Reduced |
| Hobbs Group Advisors, LLC | 855 | $31.6K | 0.01% | +855 | New |
| Missouri Trust & Investment Co | 854 | $31.5K | 0.01% | +593+227.2% | Added |
| Horizons Wealth Management | 853 | $31.5K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 941 | $31.4K | 0.00% | −5−0.5% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 816 | $30.8K | 0.02% | +816 | New |
| Wiser Advisor Group LLC | 819 | $30.3K | 0.05% | +819 | New |
| Bank of New Hampshire | 817 | $30.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 801 | $29.6K | 0.01% | +1+0.1% | Added |
| West Tower Group, LLC | 792 | $29.2K | 0.06% | +792 | New |
| MidAtlantic Capital Management, Inc. | 783 | $28.9K | 0.03% | +783 | New |
| Rosenberg Matthew Hamilton | 743 | $27.4K | 0.01% | −222−23.0% | Reduced |
| Halpern Financial, Inc. | 742 | $27.1K | 0.01% | 00.0% | Unchanged |
| Trust Co | 700 | $25.8K | 0.00% | +700 | New |
| Norwood Financial Corp | 699 | $25.8K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 683 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 626 | $23.0K | 0.00% | −106−14.5% | Reduced |
| Core Alternative Capital | 606 | $22.4K | 0.00% | −169−21.8% | Reduced |
| Fairfield, Bush & Co. | 596 | $22.0K | 0.01% | +596 | New |
| PSI Advisors, LLC | 588 | $21.7K | 0.01% | +50+9.3% | Added |
| First Command Advisory Services, Inc. | 585 | $21.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 569 | $21.0K | 0.00% | −100−14.9% | Reduced |
| Benjamin Edwards Inc | 563 | $21.0K | 0.00% | +76+15.6% | Added |
| Peoples Financial Services Corp. | 568 | $21.0K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 555 | $20.5K | 0.01% | −525−48.6% | Reduced |