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 |
|---|---|---|---|---|---|
| Greenwood Capital Associates LLC | 23,709 | $875.3K | 0.11% | −20,771−46.7% | Reduced |
| First County Bank | 23,661 | $873.6K | 0.42% | −8,116−25.5% | Reduced |
| Lakeview Capital Partners, LLC | 23,613 | $871.8K | 0.15% | −77−0.3% | Reduced |
| Intrua Financial, LLC | 23,585 | $870.8K | 0.14% | +751+3.3% | Added |
| Ballentine Partners, LLC | 23,518 | $868.3K | 0.02% | +10,838+85.5% | Added |
| HighPoint Advisor Group LLC | 23,006 | $865.0K | 0.06% | +23,006 | New |
| RFP Financial Group LLC | 23,295 | $860.1K | 0.35% | −2,677−10.3% | Reduced |
| Midland Wealth Advisors LLC | 23,090 | $852.5K | 0.06% | +23,090 | New |
| Van Leeuwen & Company, LLC | 22,926 | $846.4K | 0.49% | −1,973−7.9% | Reduced |
| Ignite Planners, LLC | 22,451 | $842.1K | 0.25% | +22,451 | New |
| Valeo Financial Advisors, LLC | 22,693 | $837.8K | 0.03% | −4,666−17.1% | Reduced |
| V-Square Quantitative Management LLC | 22,632 | $835.6K | 0.20% | +5,877+35.1% | Added |
| Certified Advisory Corp | 22,535 | $832.0K | 0.13% | −39−0.2% | Reduced |
| DoubleLine ETF Adviser LP | 22,356 | $825.4K | 0.24% | +1,840+9.0% | Added |
| Legacy Capital Wealth Partners, LLC | 22,305 | $823.5K | 0.23% | +199+0.9% | Added |
| Monument Capital Management | 22,297 | $823.2K | 0.26% | −960−4.1% | Reduced |
| Fort Sheridan Advisors LLC | 22,275 | $822.4K | 0.16% | −6,490−22.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 22,263 | $822.0K | 0.05% | +10,554+90.1% | Added |
| Gunn & Co Investment Management, Inc. | 22,263 | $822.0K | 0.05% | +22,263 | New |
| Meridian Wealth Management, LLC | 22,054 | $814.2K | 0.05% | +1,952+9.7% | Added |
| Capital Asset Advisory Services LLC | 22,048 | $814.0K | 0.05% | +1,677+8.2% | Added |
| Carson Advisory Inc. | 21,928 | $809.6K | 0.63% | +315+1.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 21,915 | $809.1K | 0.41% | −69,395−76.0% | Reduced |
| Marino, Stram & Associates LLC | 21,878 | $807.7K | 0.21% | −438−2.0% | Reduced |
| RSM US Wealth Management LLC | 21,752 | $803.1K | 0.02% | +6,789+45.4% | Added |
| Wealth Quarterback LLC | 21,567 | $796.2K | 0.49% | +382+1.8% | Added |
| Staley Capital Advisers Inc | 21,500 | $793.8K | 0.04% | −90.0% | Reduced |
| E. Ohman J:or Asset Management AB | 21,500 | $793.8K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 21,483 | $793.2K | 0.01% | +111+0.5% | Added |
| Strategic Advisors LLC | 21,320 | $787.1K | 0.15% | −483−2.2% | Reduced |
| TCW Group Inc | 21,057 | $785.2K | 0.01% | +21,057 | New |
| Northwest Bank & Trust Co | 21,022 | $775.9K | 0.70% | +21,022 | New |
| Clearstead Advisors, LLC | 20,985 | $774.8K | 0.04% | −196−0.9% | Reduced |
| Park Circle Co | 20,930 | $772.7K | 0.75% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 20,827 | $768.9K | 0.02% | −334−1.6% | Reduced |
| Cravens & Co Advisors, LLC | 20,705 | $764.4K | 0.66% | +10.0% | Added |
| Impact Partnership Wealth, LLC | 20,670 | $763.2K | 0.28% | +5,013+32.0% | Added |
| First Horizon Advisors, Inc. | 20,519 | $757.6K | 0.03% | −533−2.5% | Reduced |
| OmniStar Financial Group, Inc. | 20,485 | $756.3K | 0.95% | +58+0.3% | Added |
| Symphony Financial, Ltd. Co. | 20,159 | $756.1K | 0.16% | +20,159 | New |
| Siemens Fonds Invest GmbH | 20,059 | $740.6K | 0.06% | −6,566−24.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 20,025 | $739.3K | 0.02% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 20,014 | $738.9K | 0.53% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 20,000 | $738.4K | 0.24% | +5,000+33.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 19,979 | $737.6K | 0.03% | −1,684−7.8% | Reduced |
| Trust Co of Virginia | 19,958 | $736.8K | 0.07% | −8,315−29.4% | Reduced |
| Rossmore Private Capital | 19,683 | $726.7K | 0.10% | −5,299−21.2% | Reduced |
| Snowden Capital Advisors LLC | 19,572 | $722.6K | 0.03% | −20,880−51.6% | Reduced |
| Cornerstone Advisory, LLC | 19,566 | $722.4K | 0.11% | −1,827−8.5% | Reduced |
| Outfitter Financial LLC | 19,497 | $719.8K | 0.63% | −23,296−54.4% | Reduced |
| Penserra Capital Management LLC | 19,369 | $712.0K | 0.01% | −2,171−10.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 19,249 | $710.7K | 0.12% | 00.0% | Unchanged |
| RMR Wealth Builders | 19,197 | $708.8K | 0.10% | +356+1.9% | Added |
| Trust Investment Advisors | 19,077 | $704.3K | 0.55% | +1,228+6.9% | Added |
| Procyon Private Wealth Partners, LLC | 18,984 | $700.9K | 0.06% | −1,762−8.5% | Reduced |
| NEOS Investment Management LLC | 18,916 | $698.4K | 0.07% | +4,752+33.5% | Added |
| American Trust | 18,904 | $697.9K | 0.05% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 18,678 | $696.5K | 0.01% | −1,473−7.3% | Reduced |
| Sumitomo Life Insurance Co | 18,807 | $694.4K | 0.02% | −136−0.7% | Reduced |
| Lebenthal Global Advisors, LLC | 18,631 | $687.9K | 0.16% | −1,300−6.5% | Reduced |
| Busey Wealth Management | 18,630 | $687.8K | 0.03% | +1,074+6.1% | Added |
| CSS LLC | 18,618 | $687.4K | 0.05% | −10,400−35.8% | Reduced |
| HM Payson & Co | 18,573 | $685.7K | 0.01% | −3,120−14.4% | Reduced |
| Vaughan David Investments LLC | 18,438 | $681.0K | 0.02% | −696,868−97.4% | Reduced |
| Moneta Group Investment Advisors LLC | 18,323 | $676.5K | 0.01% | −3,135−14.6% | Reduced |
| Transcend Wealth Collective, LLC | 18,270 | $674.5K | 0.06% | −10,351−36.2% | Reduced |
| Grove Bank & Trust | 18,252 | $673.9K | 0.12% | −1,763−8.8% | Reduced |
| AlTi Global, Inc. | 18,236 | $673.3K | 0.02% | +18,236 | New |
| Sheets Smith Wealth Management | 17,977 | $663.7K | 0.09% | −4,777−21.0% | Reduced |
| Financial Advocates Investment Management | 17,955 | $662.9K | 0.04% | +793+4.6% | Added |
| Pitcairn Co | 17,943 | $662.5K | 0.05% | −1,121−5.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 17,926 | $661.8K | 0.64% | +17,926 | New |
| Ferguson Wellman Capital Management, Inc | 17,844 | $658.8K | 0.01% | −1,430−7.4% | Reduced |
| Bridgefront Capital, LLC | 17,711 | $653.9K | 0.49% | +17,711 | New |
| Lido Advisors, LLC | 17,600 | $649.5K | 0.01% | +918+5.5% | Added |
| Northwest & Ethical Investments L.P. | 17,500 | $646.1K | 0.02% | +9,515+119.2% | Added |
| Cunning Capital Partners, LP | 17,500 | $646.0K | 0.40% | 00.0% | Unchanged |
| LVW Advisors, LLC | 17,268 | $637.5K | 0.12% | +17,268 | New |
| Register Financial Advisors LLC | 17,245 | $636.7K | 0.43% | +5,147+42.5% | Added |
| Canal Capital Management, LLC | 17,131 | $632.5K | 0.12% | −1,136−6.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 17,075 | $630.4K | 0.02% | +17,075 | New |
| Reuter James Wealth Management, LLC | 17,049 | $629.4K | 0.43% | −872−4.9% | Reduced |
| Private Trust Co NA | 17,012 | $628.1K | 0.07% | +2,318+15.8% | Added |
| Gabelli Funds LLC | 17,000 | $627.6K | 0.00% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 17,000 | $627.6K | 0.00% | +17,000 | New |
| Franklin Street Advisors Inc | 16,971 | $627.0K | 0.05% | +1,000+6.3% | Added |
| Putnam Investments LLC | 16,959 | $626.1K | 0.00% | −1,574−8.5% | Reduced |
| Iron Financial, LLC | 16,951 | $625.8K | 0.36% | −802−4.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 16,934 | $625.2K | 0.01% | −3,407−16.7% | Reduced |
| Meeder Advisory Services, Inc. | 16,920 | $624.7K | 0.07% | +3,103+22.5% | Added |
| Eastover Investment Advisors LLC | 16,920 | $624.7K | 0.33% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 16,868 | $622.8K | 0.05% | −1,697−9.1% | Reduced |
| Coldstream Capital Management Inc | 16,858 | $622.4K | 0.02% | +1,337+8.6% | Added |
| Park Place Capital Corp | 16,838 | $621.6K | 0.25% | −2,272−11.9% | Reduced |
| Leisure Capital Management | 16,818 | $620.9K | 0.34% | −5,684−25.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 16,788 | $619.8K | 0.18% | 00.0% | Unchanged |
| WBI Investments | 16,653 | $614.8K | 0.12% | −1,218−6.8% | Reduced |
| Resources Management Corp | 16,600 | $613.0K | 0.09% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 16,482 | $608.5K | 0.39% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 16,362 | $604.1K | 0.11% | −6,175−27.4% | Reduced |