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, 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 | 1,707 | $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, 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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 48,403 | $1.89M | 0.04% | +606+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,402 | $1.89M | 0.04% | +23,445+93.9% | Added |
| River Wealth Advisors LLC | 48,743 | $1.90M | 0.28% | −7,731−13.7% | Reduced |
| Toroso Investments, LLC | 48,899 | $1.90M | 0.03% | −4,893−9.1% | Reduced |
| Cornercap Investment Counsel Inc | 49,248 | $1.92M | 0.30% | +49,248 | New |
| Trust Co of Toledo NA | 49,563 | $1.93M | 0.30% | +5,083+11.4% | Added |
| Hancock Whitney Corp | 50,212 | $1.96M | 0.07% | −4,470−8.2% | Reduced |
| Vinva Investment Management Ltd | 50,421 | $1.97M | 0.11% | +4,190+9.1% | Added |
| IVC Wealth Advisors LLC | 50,461 | $1.97M | 1.14% | −1,593−3.1% | Reduced |
| Aptus Capital Advisors, LLC | 50,529 | $1.97M | 0.04% | +1,345+2.7% | Added |
| Cornerstone Advisors, LLC | 51,100 | $1.99M | 0.08% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 51,234 | $2.00M | 0.03% | −3,657−6.7% | Reduced |
| Disciplined Equity Management, Inc. | 51,290 | $2.00M | 1.33% | +51,290 | New |
| Carnegie Capital Asset Management, LLC | 51,615 | $2.01M | 0.06% | +12,656+32.5% | Added |
| Poehling Capital Management, LLC | 51,746 | $2.02M | 0.54% | +3,702+7.7% | Added |
| Easterly Investment Partners LLC | 51,757 | $2.02M | 0.15% | −2,920−5.3% | Reduced |
| Glenmede Trust Co NA | 52,070 | $2.03M | 0.01% | +10,408+25.0% | Added |
| FinTrust Capital Advisors, LLC | 52,086 | $2.03M | 0.39% | +5,564+12.0% | Added |
| First Bank & Trust | 52,168 | $2.03M | 0.42% | +1,899+3.8% | Added |
| Laurel Wealth Advisors LLC | 52,417 | $2.04M | 0.35% | +90.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 52,630 | $2.05M | 0.24% | −2,062−3.8% | Reduced |
| Quantitative Investment Management, LLC | 52,655 | $2.05M | 0.12% | +52,655 | New |
| Metis Global Partners, LLC | 53,145 | $2.07M | 0.08% | −651−1.2% | Reduced |
| Metropolitan Life Insurance Co | 53,793 | $2.10M | 0.09% | −493−0.9% | Reduced |
| Vident Advisory, LLC | 53,845 | $2.10M | 0.04% | +29,466+120.9% | Added |
| Arvest Trust Co N A | 54,684 | $2.13M | 0.12% | +11,175+25.7% | Added |
| Level Four Advisory Services, LLC | 57,882 | $2.14M | 0.12% | +1,213+2.1% | Added |
| Rather & Kittrell, Inc. | 55,392 | $2.16M | 0.65% | −65−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 55,700 | $2.17M | 0.06% | +34,200+159.1% | Added |
| StoneX Group Inc. | 56,046 | $2.18M | 0.20% | +7,442+15.3% | Added |
| Buckingham Strategic Wealth, LLC | 56,123 | $2.19M | 0.02% | +1,465+2.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 56,308 | $2.19M | 0.05% | −2,280−3.9% | Reduced |
| Lincoln National Corp | 57,400 | $2.24M | 0.03% | −4,546−7.3% | Reduced |
| WBI Investments | 57,481 | $2.24M | 0.47% | +40,828+245.2% | Added |
| AIA Group Ltd | 57,589 | $2.24M | 0.07% | +57,589 | New |
| Gator Capital Management, LLC | 58,000 | $2.26M | 1.21% | −9,099−13.6% | Reduced |
| Savant Capital, LLC | 58,216 | $2.27M | 0.03% | +8,335+16.7% | Added |
| Warren Averett Asset Management, LLC | 58,234 | $2.27M | 0.05% | +1,112+1.9% | Added |
| Foster Victor Wealth Advisors, LLC | 62,028 | $2.31M | 0.21% | +2,494+4.2% | Added |
| Camden National Bank | 59,367 | $2.31M | 0.41% | +540+0.9% | Added |
| Holderness Investments Co | 59,786 | $2.33M | 0.57% | +61+0.1% | Added |
| Redwood Investment Management, LLC | 60,225 | $2.35M | 0.23% | −2,467−3.9% | Reduced |
| Venture Visionary Partners LLC | 60,589 | $2.36M | 0.11% | +3,767+6.6% | Added |
| Nicholas Hoffman & Company, LLC. | 61,510 | $2.40M | 0.12% | −1,949−3.1% | Reduced |
| Achmea Investment Management B.V. | 61,630 | $2.40M | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 61,698 | $2.40M | 0.07% | +53,000+609.3% | Added |
| Lecap Asset Management Ltd | 61,776 | $2.41M | 0.50% | +53,275+626.7% | Added |
| Capital Investment Counsel, Inc | 61,867 | $2.41M | 0.42% | −1,686−2.7% | Reduced |
| First Hawaiian Bank | 61,879 | $2.41M | 0.07% | 00.0% | Unchanged |
| Jacobs Asset Management, LLC | 62,500 | $2.44M | 1.87% | +62,500 | New |
| Ahl Investment Management, Inc. | 62,959 | $2.45M | 1.88% | −1,370−2.1% | Reduced |
| Triangle Securities Wealth Management | 63,608 | $2.48M | 0.71% | −2,206−3.4% | Reduced |
| Pinnacle Financial Partners Inc | 63,711 | $2.48M | 0.05% | −1,579−2.4% | Reduced |
| Principle Wealth Partners LLC | 63,771 | $2.49M | 0.19% | +558+0.9% | Added |
| Fulton Bank, N.A. | 63,789 | $2.49M | 0.10% | −5,466−7.9% | Reduced |
| Stonebridge Capital Advisors LLC | 64,318 | $2.51M | 0.23% | +32,160+100.0% | Added |
| Massmutual Trust Co FSB | 64,644 | $2.52M | 0.08% | −87,268−57.4% | Reduced |
| Stratos Wealth Partners, LTD. | 64,691 | $2.52M | 0.04% | −1,029−1.6% | Reduced |
| Wright Investors Service Inc | 65,979 | $2.57M | 0.65% | +234+0.4% | Added |
| Abn Amro Investment Solutions | 66,274 | $2.58M | 0.04% | −41,523−38.5% | Reduced |
| New Mexico Educational Retirement Board | 67,188 | $2.62M | 0.09% | −2,100−3.0% | Reduced |
| National Asset Management, Inc. | 91,666 | $2.62M | 0.07% | +656+0.7% | Added |
| Capital International Inc | 67,811 | $2.64M | 0.04% | +12,899+23.5% | Added |
| King Luther Capital Management Corp | 68,076 | $2.65M | 0.01% | −628−0.9% | Reduced |
| Peloton Wealth Strategists | 68,100 | $2.65M | 1.08% | +2,800+4.3% | Added |
| Equitable Trust Co | 68,255 | $2.66M | 0.18% | +15,360+29.0% | Added |
| Commonwealth Retirement Investments LLC | 68,332 | $2.66M | 1.27% | +798+1.2% | Added |
| Kavar Capital Partners Group, LLC | 68,698 | $2.68M | 0.49% | −65,002−48.6% | Reduced |
| Elo Mutual Pension Insurance Co | 69,039 | $2.69M | 0.06% | −47,251−40.6% | Reduced |
| Kestra Private Wealth Services, LLC | 69,367 | $2.70M | 0.06% | −4,942−6.7% | Reduced |
| JT Stratford LLC | 70,248 | $2.74M | 0.55% | −3,784−5.1% | Reduced |
| TownSquare Capital, LLC | 70,299 | $2.74M | 0.04% | +61,308+681.9% | Added |
| Everence Capital Management Inc | 70,530 | $2.75M | 0.18% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 69,429 | $2.76M | 0.91% | −8,302−10.7% | Reduced |
| Huntington National Bank | 70,807 | $2.76M | 0.02% | −1,712−2.4% | Reduced |
| Duality Advisers, LP | 71,154 | $2.77M | 0.27% | −93,766−56.9% | Reduced |
| Empowered Funds, LLC | 71,319 | $2.78M | 0.05% | +4,456+6.7% | Added |
| Sandhill Capital Partners LLC | 71,439 | $2.78M | 0.22% | +1,908+2.7% | Added |
| Allspring Global Investments Holdings, LLC | 71,483 | $2.79M | 0.00% | −2,820−3.8% | Reduced |
| United Bank | 71,923 | $2.80M | 1.43% | +1,471+2.1% | Added |
| Alaska Permanent Fund Corp | 72,177 | $2.81M | 0.04% | +986+1.4% | Added |
| Moloney Securities Asset Management, LLC | 72,190 | $2.81M | 0.42% | −13,309−15.6% | Reduced |
| Edmp, Inc. | 72,428 | $2.82M | 2.36% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 73,204 | $2.85M | 0.15% | +9,435+14.8% | Added |
| Private Advisor Group, LLC | 73,840 | $2.88M | 0.02% | −7,316−9.0% | Reduced |
| TD Private Client Wealth LLC | 74,015 | $2.89M | 0.09% | −3,633−4.7% | Reduced |
| Thrivent Financial for Lutherans | 74,326 | $2.90M | 0.01% | −6,207−7.7% | Reduced |
| Concord Wealth Partners | 74,751 | $2.91M | 0.52% | −364−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 74,846 | $2.92M | 0.07% | +6,640+9.7% | Added |
| Proquility Private Wealth Partners, LLC | 75,066 | $2.93M | 1.00% | +25,763+52.3% | Added |
| Credit Agricole S A | 82,045 | $2.93M | 0.05% | +44,311+117.4% | Added |
| Tejara Capital Ltd | 75,500 | $2.94M | 1.09% | +75,500 | New |
| Hengehold Capital Management LLC | 75,659 | $2.95M | 0.31% | +74+0.1% | Added |
| Caption Management, LLC | 75,700 | $2.95M | 0.33% | +71,331+1,632.7% | Added |
| Ziegler Capital Management, LLC | 76,317 | $2.96M | 0.11% | −4,777−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 76,275 | $2.97M | 0.03% | +29,414+62.8% | Added |
| Cary Street Partner Investment Advisory LLC | 76,826 | $2.99M | 0.13% | −1,941−2.5% | Reduced |
| Wellington Shields Capital Management, LLC | 76,908 | $3.00M | 0.57% | −3,078−3.8% | Reduced |
| Louisiana State Employees Retirement System | 77,600 | $3.02M | 0.06% | −3,000−3.7% | Reduced |
| Securian Asset Management, Inc | 78,556 | $3.06M | 0.09% | −5,825−6.9% | Reduced |