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; 1,706 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, Q1 2024
Institutional positions in Truist Financial Corp as of Mar 31, 2024. 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
- 1,423
- +41 vs. Q4 2023
- Shares held
- 951.1M
- −1.20M (−0.1%) vs. Q4 2023
- Total value
- $36.9B
- +$1.79B (+5.1%) vs. Q4 2023
- New holders
- 135
- 543 more added
- Sold out
- 94
- 563 more reduced
17 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,706 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 5 | $195 | 0.00% | +5 | New |
| DHJJ Financial Advisors, Ltd. | 10 | $390 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 10 | $390 | 0.00% | +10 | New |
| Atlantic Private Wealth, LLC | 15 | $585 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 19 | $733 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 25 | $975 | 0.00% | +25 | New |
| FRG Family Wealth Advisors LLC | 26 | $976 | 0.00% | +26 | New |
| Lowe Wealth Advisors, LLC | 30 | $1.17K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 31 | $1.21K | 0.00% | +7+29.2% | Added |
| USA Financial Portformulas Corp | 39 | $1.52K | 0.00% | +4+11.4% | Added |
| Wolff Wiese Magana LLC | 40 | $1.56K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 45 | $1.75K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 49 | $1.91K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 53 | $2.07K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $2.07K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $2.30K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 89,285 | $2.33K | 0.11% | +89,285 | New |
| Ancora Advisors, LLC | 60 | $2.34K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $2.35K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 62 | $2.42K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 63 | $2.47K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 64 | $2.50K | 0.00% | +64 | New |
| NVWM, LLC | 66 | $2.56K | 0.00% | +16+32.0% | Added |
| Center for Financial Planning, Inc. | 68 | $2.65K | 0.00% | +68 | New |
| Beaird Harris Wealth Management, LLC | 73 | $2.85K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 76 | $2.96K | 0.00% | −313−80.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 78 | $3.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 81 | $3.17K | 0.00% | −195−70.7% | Reduced |
| DT Investment Partners, LLC | 88 | $3.43K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 91 | $3.55K | 0.00% | +91 | New |
| Kayne Anderson Rudnick Investment Management LLC | 94 | $3.70K | 0.00% | −1−1.1% | Reduced |
| First Pacific Financial | 97 | $3.78K | 0.00% | +97 | New |
| Palisade Asset Management, LLC | 98 | $3.82K | 0.00% | +98 | New |
| GPS Wealth Strategies Group, LLC | 100 | $3.90K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 101 | $3.94K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 104 | $4.05K | 0.00% | −502−82.8% | Reduced |
| Rogco, LP | 106 | $4.13K | 0.00% | −10,746−99.0% | Reduced |
| Sofos Investments, Inc. | 113 | $4.42K | 0.00% | +101+841.7% | Added |
| Cornerstone Planning Group LLC | 122 | $4.74K | 0.00% | −1−0.8% | Reduced |
| Northwest Capital Management Inc | 123 | $4.79K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 118 | $5.00K | 0.00% | −3−2.5% | Reduced |
| Dunhill Financial, LLC | 130 | $5.07K | 0.00% | +25+23.8% | Added |
| Private Ocean, LLC | 131 | $5.11K | 0.00% | +131 | New |
| Fortitude Family Office, LLC | 133 | $5.18K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 150 | $5.85K | 0.00% | −150−50.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 154 | $6.01K | 0.00% | +154 | New |
| Key Financial Inc | 156 | $6.08K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 168 | $6.55K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 182 | $6.72K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 173 | $6.74K | 0.00% | −221−56.1% | Reduced |
| ORG Partners LLC | 181 | $6.94K | 0.01% | +86+90.5% | Added |
| McClarren Financial Advisors, Inc. | 159 | $7.00K | 0.01% | +2+1.3% | Added |
| Planning Capital Management Corp | 195 | $7.60K | 0.01% | +33+20.4% | Added |
| First Command Advisory Services, Inc. | 243 | $7.95K | 0.00% | −342−58.5% | Reduced |
| State of Wyoming | 208 | $8.11K | 0.00% | +208 | New |
| Chesapeake Asset Management LLC | 215 | $8.38K | 0.01% | −848−79.8% | Reduced |
| Security National Bank | 215 | $8.38K | 0.00% | +215 | New |
| Wetzel Investment Advisors, Inc. | 241 | $8.61K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 222 | $8.65K | 0.00% | 00.0% | Unchanged |
| Motco | 223 | $8.69K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 225 | $8.77K | 0.00% | +225 | New |
| CoreCap Advisors, LLC | 225 | $8.77K | 0.00% | +225 | New |
| Valued Wealth Advisors LLC | 228 | $8.90K | 0.01% | +49+27.4% | Added |
| St Germain D J Co Inc | 233 | $9.08K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 234 | $9.12K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 250 | $9.74K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 250 | $9.74K | 0.00% | +250 | New |
| Scarborough Advisors, LLC | 252 | $9.82K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 247 | $10.0K | 0.00% | −52−17.4% | Reduced |
| First Personal Financial Services | 277 | $10.8K | 0.00% | −759−73.3% | Reduced |
| PSI Advisors, LLC | 288 | $11.2K | 0.00% | −300−51.0% | Reduced |
| REAP Financial Group, LLC | 297 | $11.6K | 0.00% | +66+28.6% | Added |
| Centennial Bank | 299 | $11.7K | 0.01% | −121−28.8% | Reduced |
| Transcendent Capital Group LLC | 300 | $11.7K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 301 | $11.7K | 0.00% | +301 | New |
| Tradewinds Capital Management, LLC | 304 | $11.9K | 0.00% | +4+1.3% | Added |
| Solstein Capital, LLC | 311 | $12.1K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 311 | $12.1K | 0.00% | +311 | New |
| First Financial Corp | 312 | $12.2K | 0.01% | −1,277−80.4% | Reduced |
| Operose Advisors LLC | 315 | $12.3K | 0.00% | −574−64.6% | Reduced |
| Bangor Savings Bank | 316 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 317 | $12.4K | 0.00% | −500−61.2% | Reduced |
| Bell Investment Advisors, Inc | 337 | $13.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $14.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 360 | $14.0K | 0.00% | +360 | New |
| Webster Bank, N. A. | 361 | $14.1K | 0.00% | −32−8.1% | Reduced |
| Maryland Capital Advisors Inc. | 372 | $14.5K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 375 | $14.6K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 380 | $14.8K | 0.01% | +40+11.8% | Added |
| Meeder Asset Management Inc | 386 | $15.0K | 0.00% | −2,451−86.4% | Reduced |
| Monetary Management Group Inc | 388 | $15.1K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 391 | $15.2K | 0.00% | +91+30.3% | Added |
| NewSquare Capital LLC | 393 | $15.3K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 399 | $15.6K | 0.01% | −2−0.5% | Reduced |
| Morton Brown Family Wealth, LLC | 399 | $15.6K | 0.01% | −525−56.8% | Reduced |
| Fairman Group, LLC | 402 | $15.7K | 0.01% | +5+1.3% | Added |
| McIlrath & Eck, LLC | 427 | $16.6K | 0.00% | 00.0% | Unchanged |