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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 167,430 | $6.18M | 0.01% | +9,213+5.8% | Added |
| Kestra Advisory Services, LLC | 167,380 | $6.18M | 0.05% | −7,760−4.4% | Reduced |
| Boston Common Asset Management, LLC | 167,244 | $6.17M | 0.14% | +167,244 | New |
| Montag A & Associates Inc | 166,329 | $6.14M | 0.34% | +5,366+3.3% | Added |
| Duality Advisers, LP | 164,920 | $6.09M | 0.64% | +65,780+66.4% | Added |
| Argent Trust Co | 162,437 | $6.00M | 0.30% | +4,648+2.9% | Added |
| Cullinan Associates Inc | 154,048 | $5.69M | 0.32% | +850+0.6% | Added |
| AMG National Trust Bank | 153,704 | $5.67M | 0.18% | +53,412+53.3% | Added |
| British Columbia Investment Management Corp | 153,313 | $5.66M | 0.05% | +32,199+26.6% | Added |
| Pathstone Holdings, LLC | 152,726 | $5.64M | 0.03% | +152,726 | New |
| Massmutual Trust Co FSB | 151,912 | $5.61M | 0.19% | −21,604−12.5% | Reduced |
| Patten & Patten Inc | 150,224 | $5.55M | 0.46% | −30,409−16.8% | Reduced |
| Black Maple Capital Management LP | 150,084 | $5.54M | 5.10% | −18,000−10.7% | Reduced |
| CIBC Private Wealth Group, LLC | 148,935 | $5.50M | 0.01% | −9,774−6.2% | Reduced |
| Associated Banc-Corp | 148,756 | $5.49M | 0.19% | −30,671−17.1% | Reduced |
| Whitener Capital Management, Inc. | 148,623 | $5.49M | 1.99% | +9,846+7.1% | Added |
| Nissay Asset Management Corp | 147,573 | $5.45M | 0.04% | +5,853+4.1% | Added |
| Linscomb & Williams, Inc. | 147,142 | $5.43M | 0.30% | −1,671−1.1% | Reduced |
| Stephens Inc | 146,727 | $5.42M | 0.09% | −12,992−8.1% | Reduced |
| L & S Advisors Inc | 145,855 | $5.38M | 0.66% | +145,855 | New |
| U.S. Capital Wealth Advisors, LLC | 144,895 | $5.35M | 0.21% | +144,895 | New |
| Davis Selected Advisers | 144,376 | $5.33M | 0.03% | −2,490−1.7% | Reduced |
| State of Alaska, Department of Revenue | 144,018 | $5.32M | 0.06% | −14,245−9.0% | Reduced |
| Zions Bancorporation, N.A. | 140,939 | $5.20M | 0.36% | −422−0.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 138,428 | $5.11M | 1.28% | −55,838−28.7% | Reduced |
| Harvest Portfolios Group Inc. | 136,989 | $5.06M | 0.21% | +17,524+14.7% | Added |
| Loudon Investment Management, LLC | 136,193 | $5.03M | 3.11% | +4,795+3.6% | Added |
| Parcion Private Wealth LLC | 135,054 | $4.99M | 0.46% | +75,428+126.5% | Added |
| Wesbanco Bank Inc | 134,278 | $4.96M | 0.28% | −45,593−25.3% | Reduced |
| tru Independence LLC | 134,019 | $4.95M | 1.50% | −1,148−0.8% | Reduced |
| Kavar Capital Partners Group, LLC | 133,700 | $4.94M | 0.55% | +48,375+56.7% | Added |
| Griffin Asset Management, Inc. | 132,207 | $4.88M | 0.62% | −2,828−2.1% | Reduced |
| Cetera Investment Advisers | 128,987 | $4.76M | 0.04% | +4,520+3.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 127,417 | $4.70M | 0.41% | +31,223+32.5% | Added |
| Kempner Capital Management Inc. | 125,492 | $4.63M | 2.59% | −360.0% | Reduced |
| Keating Investment Counselors Inc | 125,123 | $4.62M | 1.65% | −12,047−8.8% | Reduced |
| Qube Research & Technologies Ltd | 124,914 | $4.61M | 0.01% | −2,575,486−95.4% | Reduced |
| XML Financial, LLC | 122,657 | $4.53M | 0.48% | −3,390−2.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 122,625 | $4.53M | 0.85% | +509+0.4% | Added |
| Chesley Taft & Associates LLC | 122,171 | $4.51M | 0.25% | −4,015−3.2% | Reduced |
| Oppenheimer & Co Inc | 121,853 | $4.50M | 0.08% | −8,378−6.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 121,060 | $4.47M | 0.42% | +121,060 | New |
| First Citizens Bank & Trust Co | 120,868 | $4.46M | 0.08% | −7,623−5.9% | Reduced |
| Baugh & Associates, LLC | 120,711 | $4.46M | 2.56% | −975−0.8% | Reduced |
| Commerce Bank | 120,435 | $4.45M | 0.03% | −120,136−49.9% | Reduced |
| Daiwa Securities Group Inc. | 119,838 | $4.42M | 0.03% | +6,995+6.2% | Added |
| Dana Investment Advisors, Inc. | 119,648 | $4.42M | 0.21% | +9,371+8.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 119,187 | $4.40M | 0.02% | −7,077−5.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 118,993 | $4.39M | 1.37% | +2,488+2.1% | Added |
| Bridge Creek Capital Management LLC | 118,921 | $4.39M | 1.52% | +1,040+0.9% | Added |
| Thomasville National Bank | 118,568 | $4.38M | 0.39% | −466,833−79.7% | Reduced |
| Avantax Advisory Services, Inc. | 117,458 | $4.34M | 0.04% | +10,802+10.1% | Added |
| Elo Mutual Pension Insurance Co | 116,290 | $4.29M | 0.12% | +4,814+4.3% | Added |
| Cornerstone Wealth Group, LLC | 115,154 | $4.25M | 0.61% | +115,154 | New |
| Teachers Retirement System of the State of Kentucky | 114,627 | $4.23M | 0.04% | −4,751−4.0% | Reduced |
| Dakota Wealth Management | 113,523 | $4.19M | 0.16% | −5,282−4.4% | Reduced |
| EJF Capital LLC | 112,012 | $4.14M | 2.16% | +112,012 | New |
| Kovitz Investment Group Partners, LLC | 111,554 | $4.12M | 0.07% | −10,841−8.9% | Reduced |
| Point72 Hong Kong Ltd | 110,773 | $4.09M | 0.25% | +110,773 | New |
| M&T Bank Corp | 110,701 | $4.09M | 0.02% | −3,130−2.7% | Reduced |
| Keybank National Association | 110,347 | $4.07M | 0.02% | −1,802−1.6% | Reduced |
| Gulf International Bank (UK) Ltd | 109,309 | $4.04M | 0.11% | −12,089−10.0% | Reduced |
| AXA S.A. | 109,090 | $4.03M | 0.01% | −29,782−21.4% | Reduced |
| Colonial Trust Advisors | 108,378 | $4.00M | 0.42% | −9,224−7.8% | Reduced |
| Hyman Charles D | 107,989 | $3.99M | 0.24% | −3,695−3.3% | Reduced |
| Abn Amro Investment Solutions | 107,797 | $3.98M | 0.07% | +99,981+1,279.2% | Added |
| Atria Investments LLC | 107,261 | $3.96M | 0.06% | −4,095−3.7% | Reduced |
| Kentucky Retirement Systems | 106,708 | $3.94M | 0.12% | −2,093−1.9% | Reduced |
| Arkadios Wealth Advisors | 106,283 | $3.92M | 0.33% | +2,860+2.8% | Added |
| Candriam Luxembourg S.C.A. | 106,242 | $3.92M | 0.03% | −2,663−2.4% | Reduced |
| HRT Financial LP | 105,596 | $3.90M | 0.03% | +77,541+276.4% | Added |
| Wealthfront Advisers LLC | 105,216 | $3.88M | 0.01% | +11,435+12.2% | Added |
| Sandy Spring Bank | 105,179 | $3.88M | 0.19% | +3,451+3.4% | Added |
| BlueChip Wealth Advisors LLC | 105,057 | $3.88M | 2.72% | +105,057 | New |
| Huber Capital Management LLC | 104,653 | $3.86M | 0.97% | −33,982−24.5% | Reduced |
| Stock Yards Bank & Trust Co | 104,430 | $3.86M | 0.14% | +4,523+4.5% | Added |
| Bragg Financial Advisors, Inc | 103,935 | $3.84M | 0.18% | −437−0.4% | Reduced |
| United Capital Management of KS, Inc. | 103,905 | $3.84M | 1.16% | +940+0.9% | Added |
| LaFleur & Godfrey LLC | 103,583 | $3.82M | 0.57% | +2,202+2.2% | Added |
| Ingalls & Snyder LLC | 103,297 | $3.81M | 0.17% | −14,170−12.1% | Reduced |
| Maryland State Retirement & Pension System | 103,233 | $3.81M | 0.08% | +1,932+1.9% | Added |
| Asio Capital, LLC | 101,973 | $3.76M | 0.88% | +3,749+3.8% | Added |
| United Capital Financial Advisers, LLC | 101,200 | $3.74M | 0.03% | −94,902−48.4% | Reduced |
| Chartwell Investment Partners, LLC | 100,000 | $3.69M | 0.13% | −150−0.1% | Reduced |
| Brinker Capital Investments, LLC | 97,074 | $3.69M | 0.04% | −5,914−5.7% | Reduced |
| Orion Portfolio Solutions, LLC | 97,074 | $3.69M | 0.04% | −5,914−5.7% | Reduced |
| Continental Advisors LLC | 97,450 | $3.60M | 3.25% | −2,000−2.0% | Reduced |
| Van Eck Associates Corp | 97,035 | $3.58M | 0.01% | −158,822−62.1% | Reduced |
| First National Trust Co | 96,486 | $3.56M | 0.16% | −6,118−6.0% | Reduced |
| Capital Group Private Client Services, Inc. | 96,193 | $3.55M | 0.04% | −33,635−25.9% | Reduced |
| HB Wealth Management, LLC | 95,785 | $3.54M | 0.05% | +15,240+18.9% | Added |
| Community Bank, N.A. | 94,705 | $3.50M | 0.46% | +3,758+4.1% | Added |
| BancorpSouth Bank | 94,120 | $3.47M | 0.28% | +6,167+7.0% | Added |
| National Asset Management, Inc. | 91,010 | $3.36M | 0.09% | −656−0.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 90,566 | $3.34M | 0.35% | +10,730+13.4% | Added |
| Am Investment Strategies LLC | 90,207 | $3.33M | 0.94% | −3,979−4.2% | Reduced |
| Hartford Investment Management Co | 89,829 | $3.32M | 0.12% | −3,819−4.1% | Reduced |
| Pacer Advisors, Inc. | 89,152 | $3.29M | 0.01% | −234,278−72.4% | Reduced |
| Verdence Capital Advisors LLC | 88,752 | $3.28M | 0.32% | +15,646+21.4% | Added |
| Quadrature Capital Ltd | 88,714 | $3.28M | 0.06% | −287,673−76.4% | Reduced |