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 |
|---|---|---|---|---|---|
| BlueChip Wealth Advisors LLC | 79,951 | $3.12M | 2.01% | −25,106−23.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 80,450 | $3.14M | 0.09% | +2,400+3.1% | Added |
| Morningstar Investment Management LLC | 81,068 | $3.16M | 0.34% | −1,302−1.6% | Reduced |
| MainStreet Investment Advisors LLC | 81,259 | $3.17M | 0.38% | −1,196−1.5% | Reduced |
| Anchor Investment Management, LLC | 81,271 | $3.17M | 0.33% | −1,753−2.1% | Reduced |
| Signature Wealth Management Group | 86,948 | $3.20M | 1.46% | +4,879+5.9% | Added |
| Fiduciary Alliance LLC | 83,650 | $3.21M | 0.57% | −803−1.0% | Reduced |
| Axxcess Wealth Management, LLC | 82,595 | $3.22M | 0.09% | +8,851+12.0% | Added |
| JustInvest LLC | 83,255 | $3.25M | 0.07% | +5,851+7.6% | Added |
| Legacy Advisors, LLC | 83,277 | $3.25M | 0.41% | +167+0.2% | Added |
| PMC FIG Opportunities LLC | 83,759 | $3.26M | 4.90% | +13,759+19.7% | Added |
| Pettyjohn, Wood & White, Inc | 83,801 | $3.27M | 0.65% | −2,919−3.4% | Reduced |
| Arbor Investment Advisors, LLC | 84,445 | $3.29M | 0.48% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 85,129 | $3.32M | 0.00% | +21,296+33.4% | Added |
| Fort Pitt Capital Group, LLC | 85,206 | $3.32M | 0.10% | +1,713+2.1% | Added |
| Imprint Wealth LLC | 86,810 | $3.33M | 0.81% | +842+1.0% | Added |
| Hartford Investment Management Co | 86,030 | $3.35M | 0.12% | −3,799−4.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 86,282 | $3.36M | 0.04% | +15,420+21.8% | Added |
| Am Investment Strategies LLC | 87,744 | $3.42M | 0.87% | −2,463−2.7% | Reduced |
| Wealth Group, Ltd. | 88,945 | $3.47M | 2.62% | +88,945 | New |
| Legacy Financial Advisors, Inc. | 89,099 | $3.47M | 0.62% | +1,186+1.3% | Added |
| AXA S.A. | 90,271 | $3.52M | 0.01% | −18,819−17.3% | Reduced |
| Crossmark Global Holdings, Inc. | 90,459 | $3.53M | 0.07% | +26,645+41.8% | Added |
| Bridgewater Associates, LP | 90,614 | $3.53M | 0.02% | +90,614 | New |
| BancorpSouth Bank | 90,697 | $3.54M | 0.26% | −3,423−3.6% | Reduced |
| Pacer Advisors, Inc. | 91,385 | $3.56M | 0.01% | +2,233+2.5% | Added |
| Iowa State Bank | 91,739 | $3.58M | 0.79% | +34,129+59.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 92,330 | $3.60M | 0.07% | +9,728+11.8% | Added |
| United Capital Financial Advisers, LLC | 92,652 | $3.61M | 0.03% | −8,548−8.4% | Reduced |
| Maryland State Retirement & Pension System | 103,233 | $3.63M | 0.07% | 00.0% | Unchanged |
| Tower Bridge Advisors | 93,394 | $3.64M | 0.37% | −78,422−45.6% | Reduced |
| HB Wealth Management, LLC | 94,290 | $3.68M | 0.05% | −1,495−1.6% | Reduced |
| Community Bank, N.A. | 94,785 | $3.69M | 0.48% | +80+0.1% | Added |
| Ingalls & Snyder LLC | 95,902 | $3.74M | 0.17% | −7,395−7.2% | Reduced |
| Fifth Third Bancorp | 96,762 | $3.77M | 0.01% | +21,002+27.7% | Added |
| Engineers Gate Manager LP | 97,007 | $3.78M | 0.10% | −196,463−66.9% | Reduced |
| Bayesian Capital Management, LP | 98,028 | $3.82M | 0.37% | +98,028 | New |
| Stock Yards Bank & Trust Co | 98,793 | $3.85M | 0.13% | −5,637−5.4% | Reduced |
| Brinker Capital Investments, LLC | 99,232 | $3.87M | 0.04% | +2,158+2.2% | Added |
| Orion Portfolio Solutions, LLC | 99,232 | $3.87M | 0.04% | +2,158+2.2% | Added |
| Chartwell Investment Partners, LLC | 100,000 | $3.90M | 0.13% | 00.0% | Unchanged |
| Soviero Asset Management, LP | 100,000 | $3.90M | 2.66% | +100,000 | New |
| Group One Trading, L.P. | 100,354 | $3.91M | 0.14% | +100,354 | New |
| Dakota Wealth Management | 100,563 | $3.92M | 0.10% | −12,960−11.4% | Reduced |
| Sandy Spring Bank | 100,725 | $3.93M | 0.18% | −4,454−4.2% | Reduced |
| Thomasville National Bank | 100,783 | $3.93M | 0.32% | −17,785−15.0% | Reduced |
| Kentucky Retirement Systems | 101,288 | $3.95M | 0.12% | −5,420−5.1% | Reduced |
| XML Financial, LLC | 102,418 | $3.99M | 0.41% | −20,239−16.5% | Reduced |
| Bragg Financial Advisors, Inc | 102,471 | $3.99M | 0.18% | −1,464−1.4% | Reduced |
| LaFleur & Godfrey LLC | 102,552 | $4.00M | 0.59% | −1,031−1.0% | Reduced |
| Asio Capital, LLC | 103,025 | $4.02M | 0.85% | +1,052+1.0% | Added |
| Hedeker Wealth, LLC | 103,364 | $4.03M | 1.16% | +18,934+22.4% | Added |
| Hyman Charles D | 104,339 | $4.07M | 0.22% | −3,650−3.4% | Reduced |
| Prudential PLC | 104,945 | $4.09M | 0.03% | +21,678+26.0% | Added |
| Commerce Bank | 105,622 | $4.12M | 0.03% | −14,813−12.3% | Reduced |
| Keybank National Association | 106,918 | $4.17M | 0.02% | −3,429−3.1% | Reduced |
| Colonial Trust Advisors | 107,194 | $4.18M | 0.41% | −1,184−1.1% | Reduced |
| Arkadios Wealth Advisors | 107,457 | $4.19M | 0.32% | +1,174+1.1% | Added |
| Candriam Luxembourg S.C.A. | 107,636 | $4.20M | 0.03% | +1,394+1.3% | Added |
| Boston Common Asset Management, LLC | 107,680 | $4.20M | 0.10% | −59,564−35.6% | Reduced |
| United Capital Management of KS, Inc. | 107,839 | $4.20M | 0.96% | +3,934+3.8% | Added |
| Cubist Systematic Strategies, LLC | 108,652 | $4.24M | 0.05% | +108,652 | New |
| Wealthfront Advisers LLC | 108,783 | $4.24M | 0.01% | +3,567+3.4% | Added |
| Teachers Retirement System of the State of Kentucky | 109,091 | $4.25M | 0.04% | −5,536−4.8% | Reduced |
| Verdence Capital Advisors LLC | 109,276 | $4.26M | 0.39% | +20,524+23.1% | Added |
| Gulf International Bank (UK) Ltd | 109,935 | $4.29M | 0.11% | +626+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 110,373 | $4.30M | 0.40% | +19,807+21.9% | Added |
| Jump Financial, LLC | 110,605 | $4.31M | 0.12% | +110,605 | New |
| Envestnet Portfolio Solutions, Inc. | 110,750 | $4.32M | 0.02% | −8,437−7.1% | Reduced |
| Lighthouse Investment Partners, LLC | 111,206 | $4.33M | 0.25% | −345,618−75.7% | Reduced |
| First Eagle Investment Management, LLC | 111,559 | $4.35M | 0.01% | −72,469−39.4% | Reduced |
| EJF Capital LLC | 111,560 | $4.35M | 3.02% | −452−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 111,963 | $4.36M | 0.05% | +35,636+46.7% | Added |
| Walleye Capital LLC | 112,642 | $4.39M | 0.05% | −322,378−74.1% | Reduced |
| Allianz Asset Management GmbH | 113,310 | $4.42M | 0.01% | −116,291−50.6% | Reduced |
| Oregon Public Employees Retirement Fund | 113,997 | $4.44M | 0.09% | −71,306−38.5% | Reduced |
| Advisory Services Network, LLC | 115,224 | $4.49M | 0.10% | −54,117−32.0% | Reduced |
| Griffin Asset Management, Inc. | 116,332 | $4.53M | 0.54% | −15,875−12.0% | Reduced |
| DRW Securities, LLC | 116,474 | $4.54M | 0.26% | +74,075+174.7% | Added |
| Bogart Wealth, LLC | 116,694 | $4.55M | 0.23% | −107,914−48.0% | Reduced |
| Capital Group Private Client Services, Inc. | 117,267 | $4.57M | 0.05% | +21,074+21.9% | Added |
| Cornerstone Wealth Group, LLC | 117,402 | $4.58M | 0.42% | +2,248+2.0% | Added |
| First Citizens Bank & Trust Co | 117,990 | $4.60M | 0.09% | −2,878−2.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 118,169 | $4.61M | 0.02% | +118,169 | New |
| Sterling Investment Advisors, Ltd. | 118,533 | $4.62M | 1.30% | −460−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 119,318 | $4.65M | 0.04% | +1,860+1.6% | Added |
| Bridge Creek Capital Management LLC | 120,876 | $4.71M | 1.51% | +1,955+1.6% | Added |
| Baugh & Associates, LLC | 121,386 | $4.73M | 2.52% | +675+0.6% | Added |
| Chesley Taft & Associates LLC | 124,116 | $4.84M | 0.25% | +1,945+1.6% | Added |
| Kempner Capital Management Inc. | 125,483 | $4.89M | 2.65% | −90.0% | Reduced |
| Loudon Investment Management, LLC | 126,018 | $4.91M | 2.82% | −10,175−7.5% | Reduced |
| Atria Investments LLC | 127,185 | $4.96M | 0.07% | +19,924+18.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 127,417 | $4.97M | 0.40% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 127,908 | $4.99M | 0.84% | +5,283+4.3% | Added |
| Wesbanco Bank Inc | 129,868 | $5.06M | 0.19% | −4,410−3.3% | Reduced |
| Daiwa Securities Group Inc. | 131,897 | $5.14M | 0.03% | +12,059+10.1% | Added |
| tru Independence LLC | 132,895 | $5.18M | 1.53% | −1,124−0.8% | Reduced |
| Davis Selected Advisers | 134,912 | $5.26M | 0.03% | −9,464−6.6% | Reduced |
| Oppenheimer & Co Inc | 135,040 | $5.26M | 0.09% | +13,187+10.8% | Added |
| Parcion Private Wealth LLC | 135,446 | $5.28M | 0.46% | +392+0.3% | Added |