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 |
|---|---|---|---|---|---|
| Galibier Capital Management Ltd. | 35,758 | $1.32M | 0.34% | −15,000−29.6% | Reduced |
| Independence Bank of Kentucky | 35,453 | $1.31M | 0.46% | −2,150−5.7% | Reduced |
| Gotham Asset Management, LLC | 35,319 | $1.30M | 0.02% | −2,819−7.4% | Reduced |
| Berkeley Capital Partners, LLC | 35,294 | $1.30M | 0.43% | −5,502−13.5% | Reduced |
| Financial Security Advisor, Inc. | 35,184 | $1.30M | 0.51% | −185−0.5% | Reduced |
| FJ Investments, LLC | 34,500 | $1.27M | 0.06% | +34,500 | New |
| Park Avenue Securities LLC | 34,463 | $1.27M | 0.02% | −3,075−8.2% | Reduced |
| New England Research & Management, Inc. | 34,312 | $1.27M | 0.67% | −495−1.4% | Reduced |
| MCF Advisors LLC | 33,735 | $1.25M | 0.10% | −46−0.1% | Reduced |
| Bank Ozk | 33,115 | $1.22M | 0.60% | −212−0.6% | Reduced |
| Citizens & Northern Corp | 32,716 | $1.21M | 0.43% | −15,396−32.0% | Reduced |
| CNB Bank | 32,702 | $1.21M | 0.65% | −2,317−6.6% | Reduced |
| ProVise Management Group, LLC | 32,399 | $1.20M | 0.10% | −190−0.6% | Reduced |
| St. Johns Investment Management Company, LLC | 32,255 | $1.19M | 0.61% | +296+0.9% | Added |
| Stonebridge Capital Advisors LLC | 32,158 | $1.19M | 0.12% | −211,327−86.8% | Reduced |
| Illinois Municipal Retirement Fund | 32,144 | $1.19M | 0.02% | 00.0% | Unchanged |
| MBL Wealth, LLC | 32,062 | $1.18M | 0.15% | +220+0.7% | Added |
| Assetmark, Inc | 32,043 | $1.18M | 0.00% | +2,538+8.6% | Added |
| Cullen/Frost Bankers, Inc. | 32,033 | $1.18M | 0.02% | −90,556−73.9% | Reduced |
| Taylor Financial Group, Inc. | 31,798 | $1.17M | 0.97% | +31,798 | New |
| BKD Wealth Advisors, LLC | 31,203 | $1.15M | 0.03% | −5,076−14.0% | Reduced |
| WealthShield Partners, LLC | 30,847 | $1.14M | 0.19% | +36+0.1% | Added |
| BCS Wealth Management | 30,712 | $1.13M | 0.42% | −1,830−5.6% | Reduced |
| Ieq Capital, LLC | 30,670 | $1.13M | 0.02% | +13,508+78.7% | Added |
| Brevan Howard Capital Management LP | 30,630 | $1.13M | 0.11% | +30,630 | New |
| Nicolet Bankshares Inc | 30,603 | $1.13M | 0.30% | −198−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 30,940 | $1.13M | 0.03% | +3,288+11.9% | Added |
| Salzhauer Michael | 30,500 | $1.13M | 1.01% | −5,063−14.2% | Reduced |
| Farmers & Merchants Investments Inc | 30,319 | $1.12M | 0.04% | −2,615−7.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 30,263 | $1.12M | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 30,207 | $1.12M | 0.04% | +4,221+16.2% | Added |
| Concurrent Investment Advisors, LLC | 30,049 | $1.11M | 0.05% | +30,049 | New |
| Veriti Management LLC | 29,958 | $1.11M | 0.10% | +13,462+81.6% | Added |
| Bleakley Financial Group, LLC | 29,890 | $1.10M | 0.04% | +1,731+6.1% | Added |
| Jaffetilchin Investment Partners, LLC | 29,848 | $1.10M | 0.11% | −590−1.9% | Reduced |
| Hilltop Holdings Inc. | 29,822 | $1.10M | 0.12% | +133+0.4% | Added |
| Sawtooth Solutions, LLC | 29,802 | $1.10M | 0.03% | +1,643+5.8% | Added |
| Spire Wealth Management | 29,055 | $1.09M | 0.04% | +657+2.3% | Added |
| Applied Capital LLC | 29,279 | $1.08M | 0.99% | +1,100+3.9% | Added |
| Lowe Brockenbrough & Co Inc | 29,209 | $1.08M | 0.08% | −1,333−4.4% | Reduced |
| CWM, LLC | 29,136 | $1.08M | 0.01% | +3,264+12.6% | Added |
| Founders Financial Alliance, LLC | 29,093 | $1.07M | 0.42% | +1,101+3.9% | Added |
| X-Square Capital, LLC | 29,024 | $1.07M | 0.59% | −7,063−19.6% | Reduced |
| Smith, Salley & Associates | 28,823 | $1.06M | 0.07% | +6,463+28.9% | Added |
| Gratus Wealth Advisors, LLC | 28,796 | $1.06M | 0.21% | +28,796 | New |
| Davis Investment Partners, LLC | 28,581 | $1.06M | 0.51% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 28,166 | $1.05M | 0.13% | −994−3.4% | Reduced |
| Vestcor Inc | 28,357 | $1.05M | 0.04% | −296−1.0% | Reduced |
| Icon Wealth Advisors, LLC | 28,340 | $1.05M | 0.11% | +28,340 | New |
| Jacobi Capital Management LLC | 28,333 | $1.05M | 0.11% | −880−3.0% | Reduced |
| International Assets Investment Management, LLC | 28,320 | $1.05M | 0.13% | −1,902−6.3% | Reduced |
| Moody National Bank Trust Division | 28,158 | $1.04M | 0.08% | −28,994−50.7% | Reduced |
| Dividend Assets Capital, LLC | 27,994 | $1.03M | 0.20% | −1,065−3.7% | Reduced |
| Ally Financial Inc. | 28,000 | $1.03M | 0.14% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 28,000 | $1.03M | 0.05% | +8,000+40.0% | Added |
| Brighton Jones LLC | 27,722 | $1.02M | 0.04% | +2,501+9.9% | Added |
| Patton Albertson Miller Group, LLC | 27,668 | $1.02M | 0.17% | −2,354−7.8% | Reduced |
| Wealthspire Advisors, LLC | 27,540 | $1.02M | 0.01% | −3,856−12.3% | Reduced |
| Farmers National Bank | 27,485 | $1.01M | 0.33% | −3,210−10.5% | Reduced |
| Csenge Advisory Group | 27,345 | $1.01M | 0.06% | −1,291−4.5% | Reduced |
| Madden Securities Corp | 27,250 | $1.01M | 0.53% | +2,555+10.3% | Added |
| RFG Advisory, LLC | 27,241 | $1.01M | 0.04% | −437−1.6% | Reduced |
| Fourthstone LLC | 27,130 | $1.00M | 0.20% | −16,370−37.6% | Reduced |
| South State Corp. | 27,034 | $998.1K | 0.09% | −2,584−8.7% | Reduced |
| KG&L Capital Management,LLC | 26,954 | $995.2K | 0.42% | −1,347−4.8% | Reduced |
| Nomura Holdings Inc | 26,894 | $992.9K | 0.01% | +26,894 | New |
| Resources Investment Advisors, LLC. | 26,454 | $976.7K | 0.02% | +1,509+6.0% | Added |
| United Bank | 26,377 | $973.8K | 0.12% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 26,380 | $973.8K | 0.24% | +6,050+29.8% | Added |
| Trust Co of the South | 26,078 | $962.8K | 0.25% | +26,078 | New |
| RBF Capital, LLC | 25,900 | $956.2K | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 25,806 | $952.8K | 0.02% | −50,161−66.0% | Reduced |
| Tiaa Trust, National Association | 25,652 | $947.1K | 0.00% | +8,725+51.5% | Added |
| Linden Thomas Advisory Services, LLC | 25,620 | $945.9K | 0.18% | +761+3.1% | Added |
| Capital Management Associates | 25,589 | $944.7K | 1.20% | +8,907+53.4% | Added |
| Profund Advisors LLC | 25,540 | $942.9K | 0.04% | +5,948+30.4% | Added |
| Inspire Trust Co, N.A. | 25,357 | $936.2K | 0.97% | +25,357 | New |
| Sound View Wealth Advisors Group, LLC | 25,151 | $928.6K | 0.10% | −2,624−9.4% | Reduced |
| Headinvest, LLC | 25,138 | $928.1K | 0.19% | −3,640−12.6% | Reduced |
| BHK Investment Advisors, LLC | 25,125 | $927.6K | 0.53% | −11,297−31.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 25,118 | $927.5K | 0.91% | −6,548−20.7% | Reduced |
| Jefferies Financial Group Inc. | 25,000 | $923.0K | 0.01% | +25,000 | New |
| Select Asset Management & Trust | 24,972 | $922.0K | 0.45% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 24,957 | $921.0K | 0.02% | −13,225−34.6% | Reduced |
| Groupama Asset Managment | 24,899 | $919.6K | 0.02% | +24,899 | New |
| Plimoth Trust Co LLC | 24,723 | $912.8K | 0.26% | −2,890−10.5% | Reduced |
| Bridges Investment Management Inc | 24,650 | $910.1K | 0.03% | +24,650 | New |
| EPG Wealth Management LLC | 25,978 | $907.7K | 0.24% | +341+1.3% | Added |
| Glenview Trust Co | 24,458 | $903.0K | 0.02% | −8,748−26.3% | Reduced |
| Vident Advisory, LLC | 24,379 | $900.1K | 0.02% | −2,344−8.8% | Reduced |
| Summit Financial Group Inc | 24,264 | $895.8K | 0.34% | +2,900+13.6% | Added |
| Legacy Wealth Asset Management, LLC | 24,206 | $893.7K | 0.29% | −1,749−6.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 24,029 | $887.1K | 0.08% | −100−0.4% | Reduced |
| Horizon Investments, LLC | 24,367 | $886.7K | 0.02% | +15,140+164.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 24,013 | $886.6K | 0.41% | +1,329+5.9% | Added |
| Wetherby Asset Management Inc | 23,967 | $884.8K | 0.05% | +6,470+37.0% | Added |
| Leavell Investment Management, Inc. | 23,856 | $881.0K | 0.06% | −2,396−9.1% | Reduced |
| Great Lakes Retirement, Inc. | 23,838 | $880.1K | 0.14% | +1,354+6.0% | Added |
| Vontobel Holding Ltd. | 23,752 | $876.9K | 0.01% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 23,734 | $876.3K | 0.79% | −25−0.1% | Reduced |