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 |
|---|---|---|---|---|---|
| RE Advisers Corp | 1,243,002 | $45.9M | 1.17% | +2,300+0.2% | Added |
| Toronto Dominion Bank | 1,219,568 | $45.0M | 0.07% | +339,704+38.6% | Added |
| KBC Group NV | 1,213,328 | $44.8M | 0.16% | +361,323+42.4% | Added |
| Panagora Asset Management Inc | 1,205,191 | $44.5M | 0.25% | +1,192,257+9,218.0% | Added |
| SEI Investments Co | 1,186,563 | $43.8M | 0.07% | −130,997−9.9% | Reduced |
| Rafferty Asset Management, LLC | 1,185,259 | $43.8M | 0.18% | +382,976+47.7% | Added |
| Verition Fund Management LLC | 1,146,041 | $42.3M | 0.43% | +404,374+54.5% | Added |
| Standard Life Aberdeen plc | 1,116,793 | $41.2M | 0.09% | +273,953+32.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,112,379 | $41.1M | 0.11% | −147,648−11.7% | Reduced |
| Schwartz Investment Counsel Inc | 1,073,295 | $39.6M | 1.55% | +6,500+0.6% | Added |
| Ariel Investments, LLC | 1,067,702 | $39.4M | 0.39% | +1,067,702 | New |
| Man Group plc | 1,065,314 | $39.3M | 0.11% | – | – |
| Bank of Nova Scotia | 1,063,026 | $39.2M | 0.07% | −245,565−18.8% | Reduced |
| Great West Life Assurance Co | 1,061,825 | $39.0M | 0.09% | +39,851+3.9% | Added |
| Nisa Investment Advisors, LLC | 926,800 | $34.2M | 0.24% | +880.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 922,747 | $34.1M | 0.61% | +922,747 | New |
| Jane Street Group, LLC | 918,464 | $33.9M | 0.04% | −72,678−7.3% | Reduced |
| Janney Montgomery Scott LLC | 899,621 | $33.2M | 0.11% | +101,301+12.7% | Added |
| Ensign Peak Advisors, Inc | 891,285 | $32.9M | 0.07% | +389,692+77.7% | Added |
| Natixis | 874,712 | $32.3M | 0.24% | −1,088,326−55.4% | Reduced |
| Aviva PLC | 861,994 | $31.8M | 0.11% | −19,406−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 820,049 | $30.3M | 0.25% | −692,858−45.8% | Reduced |
| State of Wisconsin Investment Board | 817,950 | $30.2M | 0.09% | +95,775+13.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 814,685 | $30.1M | 0.11% | −3,857−0.5% | Reduced |
| Tweedy, Browne Co LLC | 796,209 | $29.4M | 1.43% | −15,772−1.9% | Reduced |
| Kornitzer Capital Management Inc | 769,438 | $28.4M | 0.55% | −1,355−0.2% | Reduced |
| Swedbank AB | 751,928 | $27.8M | 0.05% | −8,826−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 748,240 | $27.6M | 0.05% | +22,645+3.1% | Added |
| State of New Jersey Common Pension Fund D | 742,520 | $27.4M | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 733,445 | $27.1M | 0.06% | −26,558−3.5% | Reduced |
| STRS Ohio | 727,578 | $26.9M | 0.11% | +49,275+7.3% | Added |
| Public Employees Retirement System of Ohio | 718,419 | $26.5M | 0.11% | +51,490+7.7% | Added |
| Pictet Asset Management Holding SA | 716,741 | $26.5M | 0.03% | −28,092−3.8% | Reduced |
| Baird Financial Group, Inc. | 716,708 | $26.5M | 0.06% | +9,604+1.4% | Added |
| Welch Group, LLC | 716,626 | $26.5M | 1.42% | −372,478−34.2% | Reduced |
| Assenagon Asset Management S.A. | 692,605 | $25.6M | 0.08% | −1,834,334−72.6% | Reduced |
| AMF Pensionsforsakring AB | 671,572 | $24.8M | 0.21% | −97,180−12.6% | Reduced |
| VGI Partners Ltd | 665,781 | $24.6M | 2.61% | +665,781 | New |
| Victory Capital Management Inc | 665,169 | $24.6M | 0.03% | −7,005−1.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 660,261 | $24.4M | 2.18% | +27,133+4.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 651,366 | $24.0M | 0.04% | −113,370−14.8% | Reduced |
| Storebrand Asset Management AS | 646,396 | $23.9M | 0.09% | −5,930−0.9% | Reduced |
| Alps Advisors Inc | 640,922 | $23.7M | 0.19% | −116,642−15.4% | Reduced |
| CIBC World Markets Corp | 636,790 | $23.5M | 0.13% | +207,865+48.5% | Added |
| Treasurer of the State of North Carolina | 624,320 | $23.1M | 0.11% | +24,535+4.1% | Added |
| Mn Services Vermogensbeheer B.V. | 618,200 | $22.8M | 0.21% | −23,500−3.7% | Reduced |
| Carlson Capital L P | 617,295 | $22.8M | 1.83% | +362,068+141.9% | Added |
| Moore Capital Management, LP | 610,105 | $22.5M | 0.54% | +12,895+2.2% | Added |
| CI Private Wealth, LLC | 609,011 | $22.5M | 0.04% | +37,332+6.5% | Added |
| Cinctive Capital Management LP | 605,628 | $22.4M | 1.57% | +17,998+3.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 602,000 | $22.2M | 0.08% | −452,500−42.9% | Reduced |
| TD Asset Management Inc | 591,874 | $21.9M | 0.02% | +28,340+5.0% | Added |
| DekaBank Deutsche Girozentrale | 588,212 | $21.8M | 0.04% | −5,859−1.0% | Reduced |
| Brandes Investment Partners, LP | 588,673 | $21.7M | 0.33% | +118,043+25.1% | Added |
| Interval Partners, LP | 569,451 | $21.0M | 0.91% | +505,047+784.2% | Added |
| Professional Advisory Services Inc | 561,701 | $20.7M | 2.96% | +2,591+0.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 558,351 | $20.6M | 0.52% | +228,351+69.2% | Added |
| AE Wealth Management LLC | 526,511 | $19.9M | 0.10% | −9,715−1.8% | Reduced |
| Cerity Partners LLC | 534,204 | $19.7M | 0.07% | +24,551+4.8% | Added |
| South Dakota Investment Council | 529,605 | $19.6M | 0.42% | −21,500−3.9% | Reduced |
| Aquatic Capital Management LLC | 529,000 | $19.5M | 0.50% | +529,000 | New |
| Asset Management One Co.,Ltd. | 523,172 | $19.5M | 0.08% | −17,855−3.3% | Reduced |
| Hudson Bay Capital Management LP | 525,000 | $19.4M | 0.17% | +525,000 | New |
| Basswood Capital Management, L.L.C. | 496,045 | $18.3M | 1.18% | +496,045 | New |
| Deprince Race & Zollo Inc | 483,693 | $17.9M | 0.40% | −130,726−21.3% | Reduced |
| USS Investment Management Ltd | 477,083 | $17.6M | 0.16% | −26,899−5.3% | Reduced |
| Montgomery Investment Management Inc | 466,870 | $17.2M | 5.30% | 00.0% | Unchanged |
| Davenport & Co LLC | 462,208 | $17.1M | 0.12% | +104,986+29.4% | Added |
| Lighthouse Investment Partners, LLC | 456,824 | $16.9M | 1.23% | +443,079+3,223.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 450,833 | $16.6M | 0.05% | +44,668+11.0% | Added |
| Synovus Financial Corp | 446,544 | $16.5M | 0.23% | +4,904+1.1% | Added |
| Walleye Capital LLC | 435,020 | $16.1M | 0.23% | +435,020 | New |
| US Bancorp | 434,681 | $16.0M | 0.02% | −41,163−8.7% | Reduced |
| Marshall Wace, LLP | 434,217 | $16.0M | 0.03% | −226,594−34.3% | Reduced |
| Comerica Bank | 432,542 | $16.0M | 0.07% | −13,761−3.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 427,487 | $15.8M | 1.22% | +427,487 | New |
| Godsey & Gibb Associates | 423,929 | $15.7M | 1.77% | −12,916−3.0% | Reduced |
| Rockefeller Capital Management L.P. | 407,317 | $15.0M | 0.05% | +48,075+13.4% | Added |
| D. E. Shaw & Co., Inc. | 401,081 | $14.8M | 0.02% | −1,899,922−82.6% | Reduced |
| Brown Advisory Inc | 399,537 | $14.8M | 0.02% | −57,792−12.6% | Reduced |
| State of Michigan Retirement System | 394,043 | $14.5M | 0.09% | +3,300+0.8% | Added |
| Verity & Verity, LLC | 391,590 | $14.5M | 1.66% | +14,589+3.9% | Added |
| American International Group, Inc. | 388,141 | $14.3M | 0.06% | −2,458−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 384,862 | $14.2M | 0.06% | +1,827+0.5% | Added |
| American Assets Investment Management, LLC | 384,000 | $14.2M | 1.46% | 00.0% | Unchanged |
| Creative Planning | 383,633 | $14.2M | 0.03% | +15,975+4.3% | Added |
| Advisors Capital Management, LLC | 381,660 | $14.1M | 0.29% | −13,810−3.5% | Reduced |
| Financial Counselors Inc | 378,748 | $14.0M | 0.25% | −59,881−13.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 377,760 | $13.9M | 0.06% | +32,983+9.6% | Added |
| Worldquant Millennium Advisors LLC | 377,173 | $13.9M | 0.19% | +377,173 | New |
| Mariner, LLC | 376,497 | $13.9M | 0.03% | +43,542+13.1% | Added |
| Arizona State Retirement System | 374,743 | $13.8M | 0.10% | −2,260−0.6% | Reduced |
| Handelsbanken Fonder AB | 374,623 | $13.8M | 0.07% | +14,568+4.0% | Added |
| Natixis Advisors, L.P. | 373,375 | $13.8M | 0.04% | +88,035+30.9% | Added |
| AustralianSuper Pty Ltd | 371,229 | $13.7M | 0.08% | +73,843+24.8% | Added |
| Regions Financial Corp | 363,440 | $13.4M | 0.11% | −345,400−48.7% | Reduced |
| Advisor Group Holdings, Inc. | 362,776 | $13.4M | 0.02% | −191,178−34.5% | Reduced |
| Guggenheim Capital LLC | 360,703 | $13.3M | 0.10% | +42,772+13.5% | Added |
| Zacks Investment Management | 360,665 | $13.3M | 0.16% | +180,945+100.7% | Added |
| Oppenheimer Asset Management Inc. | 359,813 | $13.3M | 0.18% | −5,288−1.4% | Reduced |