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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 135,456 | $5.28M | 0.38% | −14,768−9.8% | Reduced |
| Stephens Inc | 137,952 | $5.38M | 0.08% | −8,775−6.0% | Reduced |
| Dana Investment Advisors, Inc. | 138,224 | $5.39M | 0.18% | +18,576+15.5% | Added |
| Boothbay Fund Management, LLC | 142,289 | $5.55M | 0.16% | −61,937−30.3% | Reduced |
| State of Alaska, Department of Revenue | 144,723 | $5.64M | 0.06% | +705+0.5% | Added |
| Associated Banc-Corp | 145,370 | $5.67M | 0.18% | −3,386−2.3% | Reduced |
| Raymond James Trust N.A. | 145,722 | $5.68M | 0.14% | −106,406−42.2% | Reduced |
| GWM Advisors LLC | 147,609 | $5.75M | 0.05% | −25,277−14.6% | Reduced |
| Zions Bancorporation, N.A. | 149,508 | $5.83M | 0.43% | +8,569+6.1% | Added |
| Whitener Capital Management, Inc. | 149,910 | $5.84M | 1.91% | +1,287+0.9% | Added |
| Linscomb & Williams, Inc. | 150,219 | $5.86M | 0.30% | +3,077+2.1% | Added |
| Cullinan Associates Inc | 150,548 | $5.87M | 0.33% | −3,500−2.3% | Reduced |
| Harvest Portfolios Group Inc. | 150,574 | $5.87M | 0.23% | +13,585+9.9% | Added |
| Nissay Asset Management Corp | 150,635 | $5.87M | 0.04% | +3,062+2.1% | Added |
| CIBC Private Wealth Group, LLC | 154,641 | $5.93M | 0.01% | +5,706+3.8% | Added |
| Carlson Capital L P | 152,300 | $5.94M | 0.48% | −464,995−75.3% | Reduced |
| Huber Capital Management LLC | 152,653 | $5.95M | 1.34% | +48,000+45.9% | Added |
| Continental Advisors LLC | 153,650 | $5.99M | 4.74% | +56,200+57.7% | Added |
| Point72 Hong Kong Ltd | 155,087 | $6.05M | 0.30% | +44,314+40.0% | Added |
| AMG National Trust Bank | 155,947 | $6.08M | 0.18% | +2,243+1.5% | Added |
| Montag A & Associates Inc | 156,097 | $6.08M | 0.30% | −10,232−6.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 157,034 | $6.12M | 0.08% | +45,480+40.8% | Added |
| Squarepoint Ops LLC | 158,307 | $6.17M | 0.03% | −146,531−48.1% | Reduced |
| British Columbia Investment Management Corp | 159,230 | $6.21M | 0.04% | +5,917+3.9% | Added |
| L & S Advisors Inc | 162,363 | $6.33M | 0.72% | +16,508+11.3% | Added |
| Argent Trust Co | 162,495 | $6.33M | 0.28% | +580.0% | Added |
| Maltese Capital Management LLC | 162,500 | $6.33M | 1.22% | +112,500+225.0% | Added |
| Qube Research & Technologies Ltd | 162,735 | $6.34M | 0.01% | +37,821+30.3% | Added |
| Pathstone Holdings, LLC | 163,423 | $6.37M | 0.03% | +10,697+7.0% | Added |
| QRG Capital Management, Inc. | 164,994 | $6.43M | 0.08% | −33,512−16.9% | Reduced |
| Ethic Inc. | 168,210 | $6.56M | 0.17% | −781−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 169,037 | $6.59M | 0.01% | −154,554−47.8% | Reduced |
| Simplex Trading, LLC | 169,834 | $6.62M | 0.19% | −31,437−15.6% | Reduced |
| Mutual of America Capital Management LLC | 174,867 | $6.82M | 0.07% | −3,574−2.0% | Reduced |
| Mercer Global Advisors Inc | 176,251 | $6.87M | 0.02% | −25,392−12.6% | Reduced |
| Alpha Omega Wealth Management LLC | 178,538 | $6.96M | 1.29% | +3,627+2.1% | Added |
| Diversified Trust Co | 178,623 | $6.96M | 0.21% | −4,948−2.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 179,064 | $6.98M | 0.09% | +7,631+4.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 179,153 | $6.98M | 0.53% | +58,093+48.0% | Added |
| Investment Management Corp of Ontario | 180,532 | $7.04M | 0.21% | −9,600−5.0% | Reduced |
| M&T Bank Corp | 183,154 | $7.14M | 0.02% | +72,453+65.4% | Added |
| Xponance, Inc. | 183,161 | $7.14M | 0.07% | +8,561+4.9% | Added |
| Janus Henderson Group PLC | 185,514 | $7.23M | 0.00% | +180.0% | Added |
| Foyston, Gordon, & Payne Inc | 186,986 | $7.29M | 1.76% | +48,558+35.1% | Added |
| Public Employees Retirement Association of Colorado | 187,780 | $7.32M | 0.03% | −8,983−4.6% | Reduced |
| Logan Capital Management Inc | 190,765 | $7.44M | 0.32% | +4,820+2.6% | Added |
| Cardinal Capital Management | 193,135 | $7.53M | 1.22% | +13,003+7.2% | Added |
| Old Point Trust & Financial Services N A | 193,364 | $7.54M | 2.74% | −10,599−5.2% | Reduced |
| NTV Asset Management LLC | 194,253 | $7.57M | 1.15% | +8,527+4.6% | Added |
| Yousif Capital Management, LLC | 194,686 | $7.59M | 0.08% | −2,229−1.1% | Reduced |
| Mackenzie Financial Corp | 197,091 | $7.68M | 0.01% | −49,657−20.1% | Reduced |
| Intact Investment Management Inc. | 198,000 | $7.72M | 0.30% | −19,900−9.1% | Reduced |
| DnB Asset Management AS | 201,342 | $7.85M | 0.04% | −58,264−22.4% | Reduced |
| New York Life Investment Management LLC | 201,455 | $7.85M | 0.08% | −6,982−3.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 201,671 | $7.86M | 0.01% | −6,038−2.9% | Reduced |
| Northern Oak Wealth Management Inc | 202,036 | $7.88M | 0.94% | +16,214+8.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 222,071 | $7.92M | 0.02% | −116,901−34.5% | Reduced |
| Wellington Management Group LLP | 206,855 | $8.06M | 0.00% | −45,864−18.1% | Reduced |
| Advisors Asset Management, Inc. | 208,611 | $8.13M | 0.16% | −74,922−26.4% | Reduced |
| First National Trust Co | 209,225 | $8.16M | 0.33% | +112,739+116.8% | Added |
| Public Sector Pension Investment Board | 209,800 | $8.18M | 0.06% | +1,780+0.9% | Added |
| Picton Mahoney Asset Management | 211,344 | $8.24M | 0.35% | +211,044+70,348.0% | Added |
| Kestra Advisory Services, LLC | 212,664 | $8.29M | 0.06% | +45,284+27.1% | Added |
| Highland Capital Management, LLC | 214,499 | $8.36M | 0.48% | −2,461−1.1% | Reduced |
| Pinnacle Associates Ltd | 215,980 | $8.42M | 0.13% | −3,478−1.6% | Reduced |
| Rowland & Co Investment Counsel | 216,523 | $8.44M | 1.78% | −985−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 219,088 | $8.54M | 0.28% | +3,973+1.8% | Added |
| Steel Peak Wealth Management LLC | 224,380 | $8.75M | 0.45% | +8,290+3.8% | Added |
| Parallax Volatility Advisers, L.P. | 225,119 | $8.78M | 0.25% | +225,119 | New |
| Degroof Petercam Asset Management | 227,860 | $8.88M | 0.11% | +12,900+6.0% | Added |
| Utah Retirement Systems | 229,325 | $8.94M | 0.10% | −200−0.1% | Reduced |
| Russell Investments Group, Ltd. | 230,604 | $8.97M | 0.01% | +22,182+10.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 231,232 | $9.01M | 0.72% | +207,203+862.3% | Added |
| WSFS Capital Management, LLC | 231,824 | $9.04M | 0.51% | +3,546+1.6% | Added |
| Basswood Capital Management, L.L.C. | 233,601 | $9.11M | 0.53% | −262,444−52.9% | Reduced |
| Pinebridge Investments, L.P. | 233,896 | $9.12M | 0.07% | +233,896 | New |
| Korea Investment CORP | 233,903 | $9.12M | 0.02% | +35,628+18.0% | Added |
| Systematic Alpha Investments, LLC | 233,937 | $9.12M | 0.37% | 00.0% | Unchanged |
| Czech National Bank | 234,673 | $9.15M | 0.12% | +1,090+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 239,479 | $9.33M | 0.03% | +4,701+2.0% | Added |
| Old National Bancorp | 239,710 | $9.34M | 0.22% | +20,062+9.1% | Added |
| Ossiam | 246,032 | $9.59M | 0.17% | +207,630+540.7% | Added |
| Hunter Perkins Capital Management, LLC | 246,406 | $9.61M | 1.97% | −19,975−7.5% | Reduced |
| Independent Advisor Alliance | 247,226 | $9.64M | 0.35% | +2,972+1.2% | Added |
| Socorro Asset Management LP | 248,584 | $9.69M | 3.70% | +41,700+20.2% | Added |
| Stieven Capital Advisors, L.P. | 254,000 | $9.90M | 2.06% | +254,000 | New |
| Bryn Mawr Trust Co | 254,021 | $9.90M | 0.38% | +254,021 | New |
| Capital Investment Advisory Services, LLC | 254,462 | $9.92M | 1.06% | −20,365−7.4% | Reduced |
| Rothschild Investment LLC | 255,204 | $9.95M | 0.72% | +54,834+27.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 259,618 | $10.1M | 0.84% | +3,747+1.5% | Added |
| Kanawha Capital Management LLC | 260,745 | $10.2M | 0.81% | +9,964+4.0% | Added |
| Cresset Asset Management, LLC | 262,880 | $10.2M | 0.05% | +11,208+4.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 262,620 | $10.2M | 0.05% | +5,946+2.3% | Added |
| Point72 Europe (London) LLP | 264,490 | $10.3M | 0.96% | +45,670+20.9% | Added |
| Jane Street Group, LLC | 264,557 | $10.3M | 0.01% | −653,907−71.2% | Reduced |
| Advisor Group Holdings, Inc. | 264,658 | $10.3M | 0.02% | −98,118−27.0% | Reduced |
| Modera Wealth Management, LLC | 266,721 | $10.4M | 0.16% | +13,953+5.5% | Added |
| Bokf, NA | 272,062 | $10.4M | 0.19% | +256,781+1,680.4% | Added |
| Regions Financial Corp | 269,330 | $10.5M | 0.08% | −94,110−25.9% | Reduced |
| ProShare Advisors LLC | 270,442 | $10.5M | 0.03% | −17,009−5.9% | Reduced |