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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 352,174 | $13.0M | 0.05% | +147,945+72.4% | Added |
| Ategra Capital Management, LLC | 341,913 | $12.6M | 5.65% | +2,941+0.9% | Added |
| Great Lakes Advisors, LLC | 340,048 | $12.6M | 0.12% | −16,649−4.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 338,972 | $12.5M | 0.03% | +117,524+53.1% | Added |
| Amalgamated Bank | 326,070 | $12.0M | 0.10% | −10,334−3.1% | Reduced |
| MetLife Investment Management | 323,614 | $11.9M | 0.09% | −5,733−1.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 323,591 | $11.9M | 0.03% | −24,708−7.1% | Reduced |
| Delta Asset Management LLC | 323,386 | $11.9M | 1.14% | +3,206+1.0% | Added |
| Edge Capital Group, LLC | 319,633 | $11.8M | 0.66% | +68,637+27.3% | Added |
| 1832 Asset Management L.P. | 316,628 | $11.7M | 0.02% | +310,523+5,086.4% | Added |
| MML Investors Services, LLC | 313,796 | $11.6M | 0.05% | +54,830+21.2% | Added |
| Salem Investment Counselors Inc | 311,325 | $11.5M | 0.39% | −27,361−8.1% | Reduced |
| GTS Securities LLC | 309,981 | $11.4M | 0.25% | +215,120+226.8% | Added |
| BOCHK Asset Management Ltd | 308,000 | $11.4M | 6.99% | +308,000 | New |
| Manning & Napier Group, LLC | 305,354 | $11.3M | 0.13% | −50,713−14.2% | Reduced |
| Squarepoint Ops LLC | 304,838 | $11.3M | 0.05% | −154,791−33.7% | Reduced |
| Coerente Capital Management | 302,692 | $11.2M | 2.29% | −62,921−17.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 300,718 | $11.1M | 0.14% | +110,976+58.5% | Added |
| Crestline Management, LP | 296,714 | $11.0M | 1.01% | +66,714+29.0% | Added |
| Retirement Systems of Alabama | 293,928 | $10.9M | 0.05% | −7,243−2.4% | Reduced |
| Engineers Gate Manager LP | 293,470 | $10.8M | 0.31% | +271,648+1,244.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 292,056 | $10.8M | 0.08% | +24,239+9.1% | Added |
| Sonora Investment Management Group, LLC | 291,495 | $10.8M | 0.88% | +11,575+4.1% | Added |
| Swiss Life Asset Management Ltd | 290,001 | $10.7M | 0.13% | +65,799+29.3% | Added |
| Auto-Owners Insurance Co | 288,000 | $10.6M | 0.32% | 00.0% | Unchanged |
| Novare Capital Management LLC | 287,997 | $10.6M | 1.08% | +2,902+1.0% | Added |
| ProShare Advisors LLC | 287,451 | $10.6M | 0.03% | −17,967−5.9% | Reduced |
| Peapack Gladstone Financial Corp | 286,028 | $10.6M | 0.18% | −19,608−6.4% | Reduced |
| Advisors Asset Management, Inc. | 283,533 | $10.5M | 0.21% | −77,656−21.5% | Reduced |
| CIBC Asset Management Inc | 282,201 | $10.4M | 0.04% | −22,747−7.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 277,354 | $10.2M | 0.13% | −48,800−15.0% | Reduced |
| Texas Permanent School Fund | 275,166 | $10.2M | 0.09% | +396+0.1% | Added |
| Capital Investment Advisory Services, LLC | 274,827 | $10.1M | 0.95% | −10,932−3.8% | Reduced |
| IFM Investors Pty Ltd | 274,727 | $10.1M | 0.12% | −5,748−2.0% | Reduced |
| Point72 Middle East FZE | 268,123 | $9.90M | 0.69% | +128,267+91.7% | Added |
| Hunter Perkins Capital Management, LLC | 266,381 | $9.84M | 2.06% | −120,125−31.1% | Reduced |
| DnB Asset Management AS | 259,606 | $9.58M | 0.05% | −9,007−3.4% | Reduced |
| Forsta Ap-Fonden | 259,000 | $9.56M | 0.10% | −52,400−16.8% | Reduced |
| Cetera Advisor Networks LLC | 258,767 | $9.55M | 0.05% | +13,531+5.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 256,674 | $9.48M | 0.05% | +1,800+0.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 255,871 | $9.45M | 0.85% | +3,166+1.3% | Added |
| Modera Wealth Management, LLC | 252,768 | $9.33M | 0.15% | +50,947+25.2% | Added |
| Wellington Management Group LLP | 252,719 | $9.33M | 0.00% | +208,772+475.1% | Added |
| Raymond James Trust N.A. | 252,128 | $9.31M | 0.25% | −23,908−8.7% | Reduced |
| Cresset Asset Management, LLC | 251,672 | $9.29M | 0.06% | −6,706−2.6% | Reduced |
| Kanawha Capital Management LLC | 250,781 | $9.26M | 0.85% | −23,500−8.6% | Reduced |
| Teacher Retirement System of Texas | 250,279 | $9.24M | 0.06% | +147,076+142.5% | Added |
| Mackenzie Financial Corp | 246,748 | $9.11M | 0.01% | +94,061+61.6% | Added |
| Independent Advisor Alliance | 244,254 | $9.02M | 0.32% | +62,658+34.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 234,778 | $8.67M | 0.03% | −279,073−54.3% | Reduced |
| Systematic Alpha Investments, LLC | 233,937 | $8.64M | 0.39% | 00.0% | Unchanged |
| Czech National Bank | 233,583 | $8.62M | 0.12% | +781+0.3% | Added |
| Allianz Asset Management GmbH | 229,601 | $8.48M | 0.02% | −35,478−13.4% | Reduced |
| Utah Retirement Systems | 229,525 | $8.47M | 0.11% | +1,300+0.6% | Added |
| WSFS Capital Management, LLC | 228,278 | $8.43M | 0.53% | −16,376−6.7% | Reduced |
| Bogart Wealth, LLC | 224,608 | $8.29M | 0.47% | −4,023−1.8% | Reduced |
| Old National Bancorp | 219,648 | $8.11M | 0.21% | −12,878−5.5% | Reduced |
| Pinnacle Associates Ltd | 219,458 | $8.10M | 0.14% | −15,162−6.5% | Reduced |
| Point72 Europe (London) LLP | 218,820 | $8.08M | 1.01% | +218,820 | New |
| Willis Investment Counsel | 218,646 | $8.07M | 0.57% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 217,900 | $8.04M | 0.33% | +400+0.2% | Added |
| Rowland & Co Investment Counsel | 217,508 | $8.03M | 1.84% | −3,974−1.8% | Reduced |
| Highland Capital Management, LLC | 216,960 | $8.01M | 0.50% | +693+0.3% | Added |
| Steel Peak Wealth Management LLC | 216,090 | $7.98M | 0.47% | +204,717+1,800.0% | Added |
| Wealthcare Advisory Partners LLC | 215,115 | $7.94M | 0.32% | +53,737+33.3% | Added |
| Degroof Petercam Asset Management | 214,960 | $7.94M | 0.10% | +214,960 | New |
| Russell Investments Group, Ltd. | 208,422 | $7.72M | 0.01% | −172,921−45.3% | Reduced |
| New York Life Investment Management LLC | 208,437 | $7.70M | 0.08% | +1,452+0.7% | Added |
| Public Sector Pension Investment Board | 208,020 | $7.68M | 0.06% | −100,354−32.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 207,709 | $7.67M | 0.01% | −18,488−8.2% | Reduced |
| Socorro Asset Management LP | 206,884 | $7.64M | 3.37% | +7,710+3.9% | Added |
| Boothbay Fund Management, LLC | 204,226 | $7.54M | 0.28% | +204,226 | New |
| Old Point Trust & Financial Services N A | 203,963 | $7.53M | 3.04% | −21,342−9.5% | Reduced |
| Mercer Global Advisors Inc | 201,643 | $7.45M | 0.02% | −7,474−3.6% | Reduced |
| Simplex Trading, LLC | 201,271 | $7.43M | 0.23% | +1,390+0.7% | Added |
| Rothschild Investment LLC | 200,370 | $7.40M | 0.62% | +200,370 | New |
| QRG Capital Management, Inc. | 198,506 | $7.33M | 0.11% | +23,667+13.5% | Added |
| Korea Investment CORP | 198,275 | $7.32M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 196,915 | $7.27M | 0.09% | −8,435−4.1% | Reduced |
| Public Employees Retirement Association of Colorado | 196,763 | $7.26M | 0.03% | −4,786−2.4% | Reduced |
| Investment Management Corp of Ontario | 190,132 | $7.02M | 0.17% | +31,132+19.6% | Added |
| Logan Capital Management Inc | 185,945 | $6.87M | 0.32% | −6,637−3.4% | Reduced |
| Northern Oak Wealth Management Inc | 185,822 | $6.86M | 0.82% | −16,585−8.2% | Reduced |
| NTV Asset Management LLC | 185,726 | $6.86M | 1.16% | −17,206−8.5% | Reduced |
| Janus Henderson Group PLC | 185,496 | $6.85M | 0.00% | −3,933−2.1% | Reduced |
| Oregon Public Employees Retirement Fund | 185,303 | $6.84M | 0.12% | −40,535−17.9% | Reduced |
| First Eagle Investment Management, LLC | 184,028 | $6.79M | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 183,571 | $6.78M | 0.23% | +359+0.2% | Added |
| M&G Investment Management Ltd | 183,134 | $6.78M | 0.04% | −240,502−56.8% | Reduced |
| Cardinal Capital Management | 180,132 | $6.65M | 1.26% | −306−0.2% | Reduced |
| Mutual of America Capital Management LLC | 178,441 | $6.59M | 0.08% | −7,930−4.3% | Reduced |
| Alpha Omega Wealth Management LLC | 174,911 | $6.46M | 1.07% | −51,393−22.7% | Reduced |
| Xponance, Inc. | 174,600 | $6.45M | 0.08% | +4,860+2.9% | Added |
| Tower Research Capital LLC (TRC) | 172,956 | $6.39M | 0.08% | +95,869+124.4% | Added |
| GWM Advisors LLC | 172,886 | $6.37M | 0.06% | +34,571+25.0% | Added |
| Tower Bridge Advisors | 171,816 | $6.34M | 0.55% | −47,126−21.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 171,433 | $6.33M | 0.08% | −753−0.4% | Reduced |
| McRae Capital Management Inc | 170,834 | $6.31M | 1.58% | −43,165−20.2% | Reduced |
| Advisory Services Network, LLC | 169,341 | $6.25M | 0.15% | −2,157−1.3% | Reduced |
| Ethic Inc. | 168,991 | $6.24M | 0.18% | +26,414+18.5% | Added |