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 |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 513 | $18.9K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 507 | $18.7K | 0.00% | +75+17.4% | Added |
| Financial Perspectives, Inc | 505 | $18.6K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 645 | $18.5K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 498 | $18.4K | 0.02% | +498 | New |
| CoreFirst Bank & Trust | 491 | $18.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 482 | $17.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 453 | $17.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 427 | $15.8K | 0.00% | −17,623−97.6% | Reduced |
| McIlrath & Eck, LLC | 427 | $15.8K | 0.00% | −17−3.8% | Reduced |
| Centennial Bank | 420 | $15.5K | 0.01% | +121+40.5% | Added |
| Tennessee Valley Asset Management Partners | 416 | $15.4K | 0.00% | +416 | New |
| FSC Wealth Advisors, LLC | 401 | $14.8K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 397 | $14.7K | 0.01% | +397 | New |
| Plante Moran Financial Advisors, LLC | 394 | $14.5K | 0.00% | −629−61.5% | Reduced |
| Webster Bank, N. A. | 393 | $14.5K | 0.00% | −165−29.6% | Reduced |
| NewSquare Capital LLC | 393 | $14.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 389 | $14.4K | 0.00% | +40+11.5% | Added |
| Monetary Management Group Inc | 388 | $14.3K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 375 | $13.8K | 0.01% | +375 | New |
| Maryland Capital Advisors Inc. | 372 | $13.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $13.3K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 350 | $12.9K | 0.00% | +350 | New |
| Quarry LP | 347 | $12.8K | 0.01% | +195+128.3% | Added |
| Richard W. Paul & Associates, LLC | 340 | $12.6K | 0.01% | −117−25.6% | Reduced |
| Bell Investment Advisors, Inc | 337 | $12.4K | 0.00% | −20−5.6% | Reduced |
| Picton Mahoney Asset Management | 300 | $12.0K | 0.00% | +300 | New |
| Bangor Savings Bank | 316 | $11.7K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 311 | $11.5K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 300 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 300 | $11.1K | 0.00% | +150+100.0% | Added |
| Transcendent Capital Group LLC | 300 | $11.1K | 0.01% | +300 | New |
| Hantz Financial Services, Inc. | 299 | $11.0K | 0.00% | −137−31.4% | Reduced |
| SJS Investment Consulting Inc. | 276 | $10.2K | 0.00% | +216+360.0% | Added |
| Scarborough Advisors, LLC | 252 | $9.30K | 0.00% | +252 | New |
| Global Trust Asset Management, LLC | 250 | $9.23K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 241 | $9.00K | 0.01% | +241 | New |
| Arlington Partners LLC | 239 | $8.82K | 0.00% | +92+62.6% | Added |
| Harbor Investment Advisory, LLC | 234 | $8.64K | 0.00% | +67+40.1% | Added |
| St Germain D J Co Inc | 233 | $8.60K | 0.00% | −247−51.5% | Reduced |
| REAP Financial Group, LLC | 231 | $8.52K | 0.00% | +231 | New |
| Lee Financial Co | 223 | $8.23K | 0.00% | +143+178.8% | Added |
| Motco | 223 | $8.23K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 222 | $8.20K | 0.00% | +200+909.1% | Added |
| Archer Investment Corp | 208 | $7.67K | 0.00% | +1+0.5% | Added |
| Raffa Wealth Management, LLC | 198 | $7.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 182 | $6.72K | 0.00% | +182 | New |
| Hollencrest Capital Management | 168 | $6.20K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 160 | $6.00K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 157 | $6.00K | 0.00% | +1+0.6% | Added |
| Planning Capital Management Corp | 162 | $5.98K | 0.00% | +162 | New |
| Key Financial Inc | 156 | $5.76K | 0.00% | −162−50.9% | Reduced |
| GoalVest Advisory LLC | 145 | $5.35K | 0.00% | +145 | New |
| Valued Wealth Advisors LLC | 179 | $5.12K | 0.00% | +179 | New |
| Sit Investment Associates Inc | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 133 | $4.91K | 0.00% | +133 | New |
| American National Bank | 132 | $4.87K | 0.00% | +132 | New |
| Northwest Capital Management Inc | 123 | $4.54K | 0.00% | −301−71.0% | Reduced |
| Cornerstone Planning Group LLC | 123 | $4.54K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 110 | $4.06K | 0.00% | +110 | New |
| O'Dell Group, LLC | 109 | $4.03K | 0.00% | +109 | New |
| Coston, McIsaac & Partners | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 121 | $4.00K | 0.00% | +86+245.7% | Added |
| Dunhill Financial, LLC | 105 | $3.89K | 0.00% | +105 | New |
| PFG Private Wealth Management, LLC | 101 | $3.73K | 0.00% | −1,117−91.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $3.69K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 95 | $3.54K | 0.00% | +94+9,400.0% | Added |
| ORG Partners LLC | 95 | $3.52K | 0.00% | −304−76.2% | Reduced |
| Ibex Wealth Advisors | 92 | $3.39K | 0.74% | +92 | New |
| DT Investment Partners, LLC | 88 | $3.36K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 83 | $3.00K | 0.00% | −12,557−99.3% | Reduced |
| Tucker Asset Management LLC | 78 | $2.88K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 78 | $2.88K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 73 | $2.70K | 0.00% | +73 | New |
| Riggs Asset Managment Co. Inc. | 63 | $2.34K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $2.22K | 0.00% | +60 | New |
| Ancora Advisors, LLC | 60 | $2.21K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $2.18K | 0.00% | +59 | New |
| FSA Wealth Management LLC | 62 | $2.00K | 0.00% | +62 | New |
| Frank, Rimerman Advisors LLC | 53 | $1.96K | 0.00% | +53 | New |
| DiNuzzo Private Wealth, Inc. | 53 | $1.96K | 0.00% | +53 | New |
| NVWM, LLC | 50 | $1.88K | 0.00% | +50 | New |
| Exchange Traded Concepts, LLC | 49 | $1.81K | 0.00% | −2−3.9% | Reduced |
| Addison Advisors LLC | 46 | $1.70K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 45 | $1.66K | 0.00% | −18−28.6% | Reduced |
| Wolff Wiese Magana LLC | 40 | $1.48K | 0.00% | +40 | New |
| USA Financial Portformulas Corp | 35 | $1.29K | 0.00% | +3+9.4% | Added |
| Leonteq Securities AG | 34 | $1.25K | 0.00% | +34 | New |
| Lowe Wealth Advisors, LLC | 30 | $1.11K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 49 | $1.00K | 0.00% | +49 | New |
| TFC Financial Management | 24 | $887 | 0.00% | −3−11.1% | Reduced |
| ClariVest Asset Management LLC | 19 | $709 | 0.00% | −3−13.6% | Reduced |
| Atlantic Private Wealth, LLC | 15 | $554 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12 | $442 | 0.00% | −695−98.3% | Reduced |
| Delos Wealth Advisors, LLC | 10 | $370 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $370 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | New |
| TSFG, LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |