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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 15,888 | $586.6K | 0.21% | −588−3.6% | Reduced |
| FLC Capital Advisors | 15,869 | $585.9K | 0.16% | +20+0.1% | Added |
| Stratos Wealth Advisors, LLC | 15,862 | $585.6K | 0.03% | −410−2.5% | Reduced |
| Trust Asset Management LLC | 15,787 | $582.9K | 0.06% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 15,500 | $581.4K | 0.10% | 00.0% | Unchanged |
| Fiduciary Group LLC | 15,679 | $578.9K | 0.07% | −996−6.0% | Reduced |
| Tocqueville Asset Management L.P. | 15,608 | $576.2K | 0.01% | +15,608 | New |
| Transatlantique Private Wealth LLC | 15,605 | $576.1K | 0.27% | −3,412−17.9% | Reduced |
| Westwood Holdings Group Inc. | 15,544 | $574.0K | 0.00% | −643−4.0% | Reduced |
| Essex Financial Services, Inc. | 15,517 | $572.9K | 0.06% | +1,285+9.0% | Added |
| Thompson Investment Management, Inc. | 15,476 | $571.4K | 0.09% | −2,493−13.9% | Reduced |
| Bokf, NA | 15,281 | $564.2K | 0.01% | −1,155−7.0% | Reduced |
| Edgestream Partners, L.P. | 15,278 | $564.1K | 0.04% | −51,527−77.1% | Reduced |
| City Holding Co | 15,062 | $555.9K | 0.09% | −1,437−8.7% | Reduced |
| Aull & Monroe Investment Management Corp | 15,053 | $555.8K | 0.27% | −5,844−28.0% | Reduced |
| Insigneo Advisory Services, LLC | 15,047 | $555.5K | 0.08% | +870+6.1% | Added |
| Burkett Financial Services, LLC | 15,047 | $555.5K | 0.31% | +15,047 | New |
| Rede Wealth, LLC | 14,959 | $552.3K | 0.26% | −32−0.2% | Reduced |
| Oak Thistle LLC | 14,935 | $551.4K | 0.16% | +14,935 | New |
| Merit Financial Group, LLC | 14,906 | $550.3K | 0.02% | +3,564+31.4% | Added |
| Israel Discount Bank of New York | 14,883 | $549.5K | 0.43% | −321−2.1% | Reduced |
| Cooper Financial Group | 14,882 | $549.4K | 0.10% | +460+3.2% | Added |
| Ameritas Investment Partners, Inc. | 14,879 | $549.3K | 0.02% | −919−5.8% | Reduced |
| Mayfair Advisory Group, LLC | 14,547 | $545.7K | 0.46% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,777 | $545.6K | 0.34% | −16−0.1% | Reduced |
| Norway Savings Bank | 14,709 | $543.1K | 0.24% | −1,835−11.1% | Reduced |
| Octavia Wealth Advisors, LLC | 14,691 | $542.4K | 0.10% | +6,415+77.5% | Added |
| Investment Research & Advisory Group, Inc. | 14,620 | $539.8K | 0.28% | −453−3.0% | Reduced |
| Cassia Capital Partners, LLC | 14,582 | $538.4K | 0.45% | −4,630−24.1% | Reduced |
| Montag & Caldwell, LLC | 14,562 | $537.6K | 0.09% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 14,426 | $532.6K | 0.23% | +14,426 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,416 | $532.2K | 0.07% | −129−0.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 14,391 | $531.3K | 0.08% | −147,868−91.1% | Reduced |
| Community Trust & Investment Co | 14,343 | $529.5K | 0.04% | −198−1.4% | Reduced |
| Strategic Blueprint, LLC | 14,259 | $526.5K | 0.04% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 14,240 | $525.7K | 0.18% | −671−4.5% | Reduced |
| Banque Cantonale Vaudoise | 14,224 | $525.0K | 0.02% | −19,919−58.3% | Reduced |
| Greenleaf Trust | 14,195 | $524.1K | 0.01% | +838+6.3% | Added |
| Cigna Investments Inc | 14,067 | $520.0K | 0.11% | −335−2.3% | Reduced |
| Smartleaf Asset Management LLC | 13,980 | $519.0K | 0.14% | +13,980 | New |
| Pinnacle Holdings, LLC | 14,047 | $518.6K | 0.21% | +5,180+58.4% | Added |
| Prosperity Wealth Management, Inc. | 14,024 | $517.8K | 0.34% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 13,973 | $515.9K | 0.04% | +4,453+46.8% | Added |
| Cutler Group LP | 13,840 | $510.0K | 0.07% | −1,959−12.4% | Reduced |
| Stevens Capital Management LP | 13,729 | $507.0K | 0.13% | +13,729 | New |
| Altus Wealth Group LLC | 13,730 | $506.9K | 0.28% | +3,131+29.5% | Added |
| Partners in Financial Planning | 13,611 | $502.5K | 0.12% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 13,451 | $496.6K | 0.03% | −16,678−55.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,265 | $489.7K | 0.13% | −1,957−12.9% | Reduced |
| Bard Financial Services, Inc. | 13,200 | $487.3K | 0.05% | +13,200 | New |
| Naples Global Advisors, LLC | 13,137 | $485.0K | 0.05% | +2,983+29.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $484.5K | 0.17% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 13,100 | $483.6K | 0.09% | −125−0.9% | Reduced |
| Lindenwold Advisors | 13,072 | $482.6K | 0.27% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 13,058 | $482.1K | 0.01% | −1,954−13.0% | Reduced |
| Avalon Trust Co | 13,000 | $480.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 12,978 | $479.1K | 0.03% | +706+5.8% | Added |
| Valmark Advisers, Inc. | 12,965 | $478.7K | 0.01% | +277+2.2% | Added |
| Chilton Investment Co LLC | 12,950 | $478.1K | 0.01% | −3,373−20.7% | Reduced |
| WCG Wealth Advisors LLC | 12,934 | $478.0K | 0.04% | −1,074−7.7% | Reduced |
| ExodusPoint Capital Management, LP | 12,921 | $477.0K | 0.01% | −30,490−70.2% | Reduced |
| Aspiriant, LLC | 12,915 | $476.8K | 0.02% | −1,185−8.4% | Reduced |
| Secure Asset Management, LLC | 12,853 | $474.5K | 0.13% | −1,595−11.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 12,680 | $468.1K | 0.13% | −232−1.8% | Reduced |
| Intrust Bank NA | 12,647 | $466.9K | 0.05% | −440−3.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 12,624 | $466.1K | 0.12% | −286−2.2% | Reduced |
| Hamilton Capital Partners Inc. | 12,600 | $465.2K | 0.09% | +12,600 | New |
| Geneos Wealth Management Inc. | 12,597 | $465.1K | 0.02% | −781−5.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12,666 | $465.0K | 0.31% | −655−4.9% | Reduced |
| Delta Accumulation, LLC | 15,318 | $464.9K | 5.14% | −694−4.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,522 | $462.3K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 12,461 | $460.1K | 0.02% | +451+3.8% | Added |
| FSB Premier Wealth Management, Inc. | 12,460 | $460.0K | 0.23% | −684−5.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 12,398 | $457.6K | 0.01% | −140,488−91.9% | Reduced |
| Quest Partners LLC | 12,324 | $455.0K | 0.10% | +12,324 | New |
| Dorsey & Whitney Trust CO LLC | 12,240 | $451.9K | 0.03% | +1,783+17.1% | Added |
| BSW Wealth Partners | 12,216 | $451.0K | 0.09% | +353+3.0% | Added |
| FDx Advisors, Inc. | 12,225 | $451.0K | 0.03% | −2,583−17.4% | Reduced |
| Farmers Trust Co | 12,190 | $450.1K | 0.09% | +336+2.8% | Added |
| NBT Bank N A | 12,145 | $448.4K | 0.04% | −636−5.0% | Reduced |
| Aspire Private Capital, LLC | 12,120 | $447.5K | 0.13% | +4,158+52.2% | Added |
| Concord Asset Management, LLC | 12,068 | $445.6K | 0.13% | +12,068 | New |
| Kingswood Wealth Advisors, LLC | 12,058 | $445.2K | 0.05% | +12,058 | New |
| Washington Capital Management Inc | 12,000 | $443.0K | 0.38% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 11,970 | $441.9K | 0.26% | −310−2.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 11,962 | $441.6K | 0.39% | +168+1.4% | Added |
| Tandem Investment Advisors, Inc. | 11,923 | $440.0K | 0.02% | −2,948−19.8% | Reduced |
| Keel Point, LLC | 11,913 | $439.8K | 0.05% | +1,201+11.2% | Added |
| MTM Investment Management, LLC | 11,911 | $439.8K | 0.20% | −1,680−12.4% | Reduced |
| Marcum Wealth, LLC | 11,883 | $438.7K | 0.05% | −5,901−33.2% | Reduced |
| Pathway Financial Advisors LLC | 11,864 | $438.0K | 0.13% | −188−1.6% | Reduced |
| Texas Yale Capital Corp. | 11,838 | $437.1K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11,832 | $437.0K | 0.06% | +1,462+14.1% | Added |
| Balentine LLC | 11,753 | $433.9K | 0.01% | +3,112+36.0% | Added |
| Silver Oak Securities, Inc | 11,715 | $432.5K | 0.06% | +4,269+57.3% | Added |
| Ellevest, Inc. | 11,695 | $431.8K | 0.03% | +1,325+12.8% | Added |
| Sculati Wealth Management, LLC | 11,659 | $430.4K | 0.20% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 11,591 | $427.9K | 0.02% | +2,172+23.1% | Added |
| Longfellow Investment Management Co LLC | 11,563 | $426.9K | 0.11% | −39,248−77.2% | Reduced |
| Eagle Strategies LLC | 11,503 | $424.7K | 0.09% | +928+8.8% | Added |