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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 87,913 | $3.25M | 0.62% | +70,039+391.8% | Added |
| Pettyjohn, Wood & White, Inc | 86,720 | $3.20M | 0.69% | −3,504−3.9% | Reduced |
| Imprint Wealth LLC | 85,968 | $3.17M | 2.55% | +380+0.4% | Added |
| Moloney Securities Asset Management, LLC | 85,499 | $3.16M | 0.51% | −240−0.3% | Reduced |
| Fiduciary Alliance LLC | 84,453 | $3.12M | 0.61% | −705−0.8% | Reduced |
| Arbor Investment Advisors, LLC | 84,445 | $3.12M | 0.49% | −1,134−1.3% | Reduced |
| Hedeker Wealth, LLC | 84,430 | $3.12M | 0.98% | −19,651−18.9% | Reduced |
| Securian Asset Management, Inc | 84,381 | $3.12M | 0.09% | −11,204−11.7% | Reduced |
| Fort Pitt Capital Group, LLC | 83,493 | $3.08M | 0.10% | +9,308+12.5% | Added |
| Prudential PLC | 83,267 | $3.07M | 0.03% | −76,636−47.9% | Reduced |
| Legacy Advisors, LLC | 83,110 | $3.07M | 0.40% | +67,558+434.4% | Added |
| Anchor Investment Management, LLC | 83,024 | $3.07M | 0.35% | +2,890+3.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 82,602 | $3.05M | 0.06% | +21,663+35.5% | Added |
| MainStreet Investment Advisors LLC | 82,455 | $3.04M | 0.34% | −13,584−14.1% | Reduced |
| Morningstar Investment Management LLC | 82,370 | $3.04M | 0.35% | +82,370 | New |
| Signature Wealth Management Group | 82,069 | $3.03M | 1.40% | +82,069 | New |
| Ziegler Capital Management, LLC | 81,094 | $3.00M | 0.14% | −114,050−58.4% | Reduced |
| Private Advisor Group, LLC | 81,156 | $3.00M | 0.02% | +640+0.8% | Added |
| Louisiana State Employees Retirement System | 80,600 | $2.98M | 0.06% | −1,900−2.3% | Reduced |
| Thrivent Financial for Lutherans | 80,533 | $2.97M | 0.01% | +8,780+12.2% | Added |
| Wellington Shields Capital Management, LLC | 79,986 | $2.95M | 0.37% | +24,931+45.3% | Added |
| Cary Street Partner Investment Advisory LLC | 78,767 | $2.91M | 0.14% | −1,128−1.4% | Reduced |
| Graham Capital Management, L.P. | 78,071 | $2.88M | 0.09% | +78,071 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 78,050 | $2.88M | 0.09% | −38,352−32.9% | Reduced |
| TD Private Client Wealth LLC | 77,648 | $2.87M | 0.10% | −18,652−19.4% | Reduced |
| Wolverine Trading, LLC | 77,434 | $2.86M | 0.02% | +47,488+158.6% | Added |
| JustInvest LLC | 77,404 | $2.86M | 0.07% | +22,838+41.9% | Added |
| O'Shaughnessy Asset Management, LLC | 76,327 | $2.82M | 0.04% | +40,863+115.2% | Added |
| SG Americas Securities, LLC | 76,112 | $2.81M | 0.03% | −43,398−36.3% | Reduced |
| Varma Mutual Pension Insurance Co | 76,100 | $2.81M | 0.03% | +76,100 | New |
| Cramer Rosenthal McGlynn LLC | 75,945 | $2.80M | 0.15% | +13,522+21.7% | Added |
| Fifth Third Bancorp | 75,760 | $2.80M | 0.01% | −48,962−39.3% | Reduced |
| Hengehold Capital Management LLC | 75,585 | $2.79M | 0.33% | −1,250−1.6% | Reduced |
| Concord Wealth Partners | 75,115 | $2.77M | 0.56% | −2,632−3.4% | Reduced |
| Brookstone Capital Management | 74,682 | $2.76M | 0.05% | +59,342+386.8% | Added |
| Semmax Financial Advisors Inc. | 77,731 | $2.76M | 1.00% | −17,409−18.3% | Reduced |
| Kestra Private Wealth Services, LLC | 74,309 | $2.74M | 0.07% | −6,184−7.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 74,303 | $2.74M | 0.00% | −2,196−2.9% | Reduced |
| JT Stratford LLC | 74,032 | $2.73M | 0.63% | −5,012−6.3% | Reduced |
| Axxcess Wealth Management, LLC | 73,744 | $2.72M | 0.08% | +11,699+18.9% | Added |
| Huntington National Bank | 72,519 | $2.68M | 0.02% | −7,731−9.6% | Reduced |
| Edmp, Inc. | 72,428 | $2.67M | 2.44% | +160+0.2% | Added |
| Alaska Permanent Fund Corp | 71,191 | $2.63M | 0.04% | −309−0.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 70,862 | $2.62M | 0.03% | −5,140−6.8% | Reduced |
| Everence Capital Management Inc | 70,530 | $2.60M | 0.19% | −4,160−5.6% | Reduced |
| United Bank | 70,452 | $2.60M | 1.43% | −1,509−2.1% | Reduced |
| PMC FIG Opportunities LLC | 70,000 | $2.58M | 7.18% | +70,000 | New |
| Sandhill Capital Partners LLC | 69,531 | $2.57M | 0.21% | −13,666−16.4% | Reduced |
| New Mexico Educational Retirement Board | 69,288 | $2.56M | 0.10% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 69,255 | $2.56M | 0.12% | +480+0.7% | Added |
| King Luther Capital Management Corp | 68,704 | $2.54M | 0.01% | −7,313−9.6% | Reduced |
| Kingsview Wealth Management, LLC | 68,206 | $2.52M | 0.08% | −7,926−10.4% | Reduced |
| La Banque Postale Asset Management SA | 68,027 | $2.51M | 0.06% | −2,022−2.9% | Reduced |
| Commonwealth Retirement Investments LLC | 67,534 | $2.49M | 1.32% | +1,330+2.0% | Added |
| Gator Capital Management, LLC | 67,099 | $2.48M | 1.37% | 00.0% | Unchanged |
| Empowered Funds, LLC | 66,863 | $2.47M | 0.06% | +53,676+407.0% | Added |
| Walleye Trading LLC | 66,708 | $2.46M | 0.04% | +66,708 | New |
| Triangle Securities Wealth Management | 65,814 | $2.43M | 0.76% | +1,457+2.3% | Added |
| Wright Investors Service Inc | 65,745 | $2.43M | 0.68% | −10,033−13.2% | Reduced |
| Stratos Wealth Partners, LTD. | 65,720 | $2.43M | 0.05% | +4,566+7.5% | Added |
| Infrastructure Capital Advisors, LLC | 65,560 | $2.42M | 0.38% | +65,560 | New |
| Peloton Wealth Strategists | 65,300 | $2.41M | 1.04% | +3,100+5.0% | Added |
| Pinnacle Financial Partners Inc | 65,290 | $2.41M | 0.06% | −1,942−2.9% | Reduced |
| Ahl Investment Management, Inc. | 64,329 | $2.38M | 1.94% | −190−0.3% | Reduced |
| Resource Consulting Group Inc | 64,077 | $2.37M | 0.41% | +64,077 | New |
| Jones Financial Companies LLLP | 63,833 | $2.36M | 0.00% | +729+1.2% | Added |
| Crossmark Global Holdings, Inc. | 63,814 | $2.36M | 0.05% | −191−0.3% | Reduced |
| Moors & Cabot, Inc. | 63,769 | $2.35M | 0.15% | −408−0.6% | Reduced |
| Capital Investment Counsel, Inc | 63,553 | $2.35M | 0.41% | −5,156−7.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 63,459 | $2.34M | 0.14% | −460−0.7% | Reduced |
| Principle Wealth Partners LLC | 63,213 | $2.33M | 0.20% | +7,444+13.3% | Added |
| Redwood Investment Management, LLC | 62,692 | $2.31M | 0.21% | −911−1.4% | Reduced |
| Lincoln National Corp | 61,946 | $2.29M | 0.04% | −5,323−7.9% | Reduced |
| First Hawaiian Bank | 61,879 | $2.28M | 0.07% | −6,977−10.1% | Reduced |
| Cetera Advisors LLC | 61,770 | $2.28M | 0.03% | +34+0.1% | Added |
| Achmea Investment Management B.V. | 61,630 | $2.28M | 0.05% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 59,534 | $2.26M | 0.23% | +33,185+125.9% | Added |
| Holderness Investments Co | 59,725 | $2.21M | 0.61% | +16,975+39.7% | Added |
| Umb Bank N A | 59,622 | $2.20M | 0.03% | −4,084−6.4% | Reduced |
| Camden National Bank | 58,827 | $2.17M | 0.40% | −5,546−8.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 58,588 | $2.16M | 0.04% | −40,000−40.6% | Reduced |
| Iowa State Bank | 57,610 | $2.13M | 0.51% | −3,984−6.5% | Reduced |
| Warren Averett Asset Management, LLC | 57,122 | $2.11M | 0.08% | −8,826−13.4% | Reduced |
| Lee Danner & Bass Inc | 56,859 | $2.10M | 0.18% | −7,041−11.0% | Reduced |
| Venture Visionary Partners LLC | 56,822 | $2.10M | 0.11% | −3,679−6.1% | Reduced |
| Level Four Advisory Services, LLC | 56,669 | $2.09M | 0.12% | −35,584−38.6% | Reduced |
| River Wealth Advisors LLC | 56,474 | $2.09M | 0.33% | −4,926−8.0% | Reduced |
| Rather & Kittrell, Inc. | 55,457 | $2.05M | 0.71% | +461+0.8% | Added |
| Capital International Inc | 54,912 | $2.03M | 0.03% | −3,933−6.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 54,891 | $2.03M | 0.03% | −50−0.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 54,692 | $2.02M | 0.25% | −469−0.9% | Reduced |
| Hancock Whitney Corp | 54,682 | $2.02M | 0.07% | +33,693+160.5% | Added |
| Easterly Investment Partners LLC | 54,677 | $2.02M | 0.22% | −417−0.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 54,658 | $2.02M | 0.02% | −846−1.5% | Reduced |
| Metropolitan Life Insurance Co | 54,286 | $2.00M | 0.09% | −823−1.5% | Reduced |
| Prospera Financial Services Inc | 54,113 | $2.00M | 0.07% | −14,228−20.8% | Reduced |
| Metis Global Partners, LLC | 53,796 | $1.99M | 0.08% | −4,879−8.3% | Reduced |
| Toroso Investments, LLC | 53,792 | $1.99M | 0.05% | +1,033+2.0% | Added |
| Equitable Trust Co | 52,895 | $1.95M | 0.15% | −442−0.8% | Reduced |
| Laurel Wealth Advisors LLC | 52,408 | $1.93M | 0.37% | −1,648−3.0% | Reduced |