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 |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 52,054 | $1.92M | 1.19% | +978+1.9% | Added |
| Winton Group Ltd | 51,565 | $1.90M | 0.14% | +51,565 | New |
| Cornerstone Advisors, LLC | 51,100 | $1.89M | 0.08% | −300−0.6% | Reduced |
| Alberta Investment Management Corp | 50,625 | $1.87M | 0.02% | +21,825+75.8% | Added |
| First Bank & Trust | 50,269 | $1.86M | 0.45% | +3,845+8.3% | Added |
| Maltese Capital Management LLC | 50,000 | $1.85M | 0.52% | +50,000 | New |
| Savant Capital, LLC | 49,881 | $1.84M | 0.02% | +571+1.2% | Added |
| Culbertson A N & Co Inc | 49,744 | $1.84M | 0.34% | −1,525−3.0% | Reduced |
| SeaCrest Wealth Management, LLC | 48,711 | $1.83M | 0.23% | −718−1.5% | Reduced |
| Marco Investment Management LLC | 49,324 | $1.82M | 0.19% | −725−1.4% | Reduced |
| Proquility Private Wealth Partners, LLC | 49,303 | $1.82M | 0.69% | −9,917−16.7% | Reduced |
| Aptus Capital Advisors, LLC | 49,184 | $1.82M | 0.05% | −3,195−6.1% | Reduced |
| StoneX Group Inc. | 48,604 | $1.79M | 0.18% | +6,353+15.0% | Added |
| Poehling Capital Management, LLC | 48,044 | $1.77M | 0.56% | +14,716+44.2% | Added |
| ZWJ Investment Counsel Inc | 47,949 | $1.77M | 0.09% | −914−1.9% | Reduced |
| Signaturefd, LLC | 47,797 | $1.76M | 0.04% | +1,282+2.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,513 | $1.75M | 0.12% | −1,064−2.2% | Reduced |
| Delta Capital Management LLC | 47,125 | $1.74M | 1.21% | −170−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 46,861 | $1.73M | 0.02% | −38,372−45.0% | Reduced |
| Bahl & Gaynor Inc | 46,856 | $1.73M | 0.01% | −19,961−29.9% | Reduced |
| Bailard, Inc. | 46,832 | $1.73M | 0.05% | −1,251−2.6% | Reduced |
| Apollon Wealth Management, LLC | 46,776 | $1.73M | 0.06% | +6,080+14.9% | Added |
| Ostrum Asset Management | 46,736 | $1.73M | 0.15% | −16,642−26.3% | Reduced |
| Vinva Investment Management Ltd | 46,231 | $1.72M | 0.12% | +7,477+19.3% | Added |
| FinTrust Capital Advisors, LLC | 46,522 | $1.72M | 0.34% | −2,560−5.2% | Reduced |
| Empirical Finance, LLC | 46,319 | $1.71M | 0.12% | +224+0.5% | Added |
| CIBC World Markets Inc. | 46,296 | $1.71M | 0.00% | +37,710+439.2% | Added |
| North Star Investment Management Corp. | 45,948 | $1.70M | 0.13% | −6,864−13.0% | Reduced |
| Norinchukin Bank, The | 45,244 | $1.67M | 0.04% | −1,908−4.0% | Reduced |
| Argent Advisors, Inc. | 45,026 | $1.66M | 0.73% | +2,435+5.7% | Added |
| Guardian Wealth Advisors, LLC | 44,997 | $1.66M | 0.25% | −3,086−6.4% | Reduced |
| Salomon & Ludwin, LLC | 57,795 | $1.65M | 0.17% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 44,480 | $1.64M | 0.28% | −1,371−3.0% | Reduced |
| Patten Group, Inc. | 44,338 | $1.64M | 0.44% | −1,408−3.1% | Reduced |
| Investors Research Corp | 43,997 | $1.62M | 0.39% | +98+0.2% | Added |
| Welch & Forbes LLC | 43,994 | $1.62M | 0.02% | −1,295−2.9% | Reduced |
| Sequoia Financial Advisors, LLC | 43,767 | $1.62M | 0.02% | +10,334+30.9% | Added |
| Pathway Financial Advisers, LLC | 43,670 | $1.61M | 0.61% | −2,228−4.9% | Reduced |
| Arvest Investments, Inc. | 43,631 | $1.61M | 0.26% | +43,631 | New |
| Arvest Trust Co N A | 43,509 | $1.61M | 0.10% | −9,171−17.4% | Reduced |
| CWA Asset Management Group, LLC | 43,475 | $1.61M | 0.11% | +957+2.3% | Added |
| Principal Securities, Inc. | 43,137 | $1.59M | 0.06% | +43,137 | New |
| Bray Capital Advisors | 42,711 | $1.58M | 0.44% | +3,371+8.6% | Added |
| Heritage Wealth Advisors | 42,641 | $1.57M | 0.08% | −744−1.7% | Reduced |
| Arcus Capital Partners, LLC | 42,446 | $1.57M | 0.55% | 00.0% | Unchanged |
| DRW Securities, LLC | 42,399 | $1.57M | 0.05% | +42,399 | New |
| Hills Bank & Trust Co | 42,310 | $1.56M | 0.15% | +344+0.8% | Added |
| Beacon Pointe Advisors, LLC | 42,247 | $1.56M | 0.02% | −44,245−51.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,215 | $1.56M | 0.04% | +173+0.4% | Added |
| Argyle Capital Management Inc. | 42,150 | $1.56M | 0.64% | −9,900−19.0% | Reduced |
| Marotta Asset Management | 42,091 | $1.55M | 0.33% | −6,084−12.6% | Reduced |
| Glenmede Trust Co NA | 41,662 | $1.54M | 0.01% | −9,850−19.1% | Reduced |
| Atlantic Union Bankshares Corp | 41,524 | $1.53M | 0.14% | +97+0.2% | Added |
| Sompo Asset Management Co., Ltd. | 41,510 | $1.53M | 0.28% | +1,470+3.7% | Added |
| NBC Securities, Inc. | 41,328 | $1.52M | 0.15% | +90.0% | Added |
| Raleigh Capital Management Inc. | 41,272 | $1.52M | 0.71% | −1,686−3.9% | Reduced |
| Pinnbrook Capital Management LP | 41,148 | $1.52M | 0.36% | +41,148 | New |
| InterOcean Capital Group, LLC | 40,950 | $1.51M | 0.04% | +451+1.1% | Added |
| Atria Wealth Solutions, Inc. | 40,865 | $1.51M | 0.02% | −1,822−4.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 40,811 | $1.51M | 0.29% | −5,996−12.8% | Reduced |
| GHP Investment Advisors, Inc. | 40,470 | $1.49M | 0.08% | −1,363−3.3% | Reduced |
| Capital Investment Advisors, LLC | 40,377 | $1.49M | 0.04% | +3,886+10.6% | Added |
| United Services Automobile Association | 40,317 | $1.49M | 0.03% | +644+1.6% | Added |
| IFG Advisory, LLC | 40,252 | $1.49M | 0.11% | +167+0.4% | Added |
| Blair William & Co | 40,206 | $1.48M | 0.01% | −5,154−11.4% | Reduced |
| Financial Partners Group, LLC | 40,017 | $1.48M | 0.67% | −437−1.1% | Reduced |
| Senvest Management, LLC | 40,000 | $1.48M | 0.06% | +40,000 | New |
| Silvercrest Asset Management Group LLC | 39,821 | $1.47M | 0.01% | −1,542−3.7% | Reduced |
| Quantinno Capital Management LP | 39,743 | $1.47M | 0.05% | +30,532+331.5% | Added |
| Diamant Asset Management, Inc. | 39,596 | $1.46M | 1.08% | +3,671+10.2% | Added |
| Oak Harbor Wealth Partners, LLC | 39,491 | $1.46M | 0.49% | −1,644−4.0% | Reduced |
| Quadcap Wealth Management, LLC | 39,357 | $1.45M | 0.38% | +39,357 | New |
| Colonial Trust Co | 39,147 | $1.45M | 0.30% | −5,069−11.5% | Reduced |
| Icon Advisers Inc | 39,100 | $1.44M | 0.33% | 00.0% | Unchanged |
| Ballast, Inc. | 39,089 | $1.44M | 0.50% | +189+0.5% | Added |
| We Are One Seven, LLC | 38,987 | $1.44M | 0.08% | +1,853+5.0% | Added |
| Carnegie Capital Asset Management, LLC | 38,959 | $1.44M | 0.05% | −8,382−17.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 38,855 | $1.43M | 0.13% | −383,228−90.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 38,616 | $1.43M | 0.98% | −7,739−16.7% | Reduced |
| D.A. Davidson & Co. | 38,431 | $1.42M | 0.01% | −661−1.7% | Reduced |
| Ossiam | 38,402 | $1.42M | 0.02% | −8,152−17.5% | Reduced |
| Ronald Blue Trust, Inc. | 49,274 | $1.41M | 0.02% | +559+1.1% | Added |
| Tredje AP-fonden | 38,143 | $1.41M | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 37,896 | $1.40M | 0.06% | −4,500−10.6% | Reduced |
| Credit Agricole S A | 37,734 | $1.39M | 0.03% | +25,207+201.2% | Added |
| Whittier Trust Co | 37,517 | $1.38M | 0.02% | −326,372−89.7% | Reduced |
| Allworth Financial LP | 37,496 | $1.38M | 0.01% | +19,717+110.9% | Added |
| Trust Co of Vermont | 37,494 | $1.38M | 0.09% | −7,195−16.1% | Reduced |
| Kinneret Advisory, LLC | 37,405 | $1.38M | 0.15% | −238−0.6% | Reduced |
| RKL Wealth Management LLC | 37,198 | $1.37M | 0.15% | +797+2.2% | Added |
| Physicians Financial Services, Inc. | 36,827 | $1.36M | 0.52% | −1,035−2.7% | Reduced |
| CAPROCK Group, Inc. | 36,795 | $1.36M | 0.09% | +3,963+12.1% | Added |
| Motley Fool Asset Management LLC | 36,724 | $1.36M | 0.10% | +36,724 | New |
| Heritage Trust Co | 36,714 | $1.36M | 0.19% | +2,216+6.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 36,683 | $1.35M | 0.26% | −787−2.1% | Reduced |
| Neville Rodie & Shaw Inc | 36,373 | $1.34M | 0.11% | −1,250−3.3% | Reduced |
| J.W. Cole Advisors, Inc. | 36,308 | $1.34M | 0.08% | +201+0.6% | Added |
| Wealth Alliance | 36,097 | $1.33M | 0.19% | +637+1.8% | Added |
| Global Retirement Partners, LLC | 36,777 | $1.33M | 0.06% | +3,187+9.5% | Added |
| First American Bank | 35,989 | $1.33M | 0.11% | −19,778−35.5% | Reduced |