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 |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd | 274,727 | $10.7M | 0.12% | 00.0% | Unchanged |
| Amalgamated Bank | 275,456 | $10.7M | 0.09% | −50,614−15.5% | Reduced |
| Texas Permanent School Fund | 275,502 | $10.7M | 0.08% | +336+0.1% | Added |
| McRae Capital Management Inc | 276,719 | $10.8M | 2.36% | +105,885+62.0% | Added |
| Manning & Napier Group, LLC | 280,236 | $10.9M | 0.12% | −25,118−8.2% | Reduced |
| Gateway Investment Advisers LLC | 281,055 | $11.0M | 0.12% | +272,340+3,125.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 282,154 | $11.0M | 0.12% | +4,800+1.7% | Added |
| Auto-Owners Insurance Co | 288,000 | $11.2M | 0.30% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 292,742 | $11.4M | 0.04% | +10,541+3.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 292,796 | $11.4M | 0.08% | +740+0.3% | Added |
| Brown Advisory Inc | 293,757 | $11.5M | 0.02% | −105,780−26.5% | Reduced |
| Coerente Capital Management | 296,157 | $11.5M | 2.18% | −6,535−2.2% | Reduced |
| Forsta Ap-Fonden | 299,900 | $11.7M | 0.10% | +40,900+15.8% | Added |
| Salem Investment Counselors Inc | 300,635 | $11.7M | 0.38% | −10,690−3.4% | Reduced |
| Financial Counselors Inc | 304,961 | $11.9M | 0.20% | −73,787−19.5% | Reduced |
| Novare Capital Management LLC | 307,308 | $12.0M | 1.08% | +19,311+6.7% | Added |
| Brookstone Capital Management | 308,965 | $12.0M | 0.22% | +234,283+313.7% | Added |
| Peapack Gladstone Financial Corp | 309,265 | $12.1M | 0.19% | +23,237+8.1% | Added |
| SG Americas Securities, LLC | 310,961 | $12.1M | 0.06% | +234,849+308.6% | Added |
| MetLife Investment Management | 312,146 | $12.2M | 0.08% | −11,468−3.5% | Reduced |
| Sonora Investment Management Group, LLC | 313,792 | $12.2M | 0.96% | +22,297+7.6% | Added |
| MML Investors Services, LLC | 316,300 | $12.3M | 0.05% | +2,504+0.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 317,985 | $12.4M | 0.14% | +17,267+5.7% | Added |
| Delta Asset Management LLC | 323,412 | $12.6M | 1.11% | +260.0% | Added |
| Gillespie Robinson & Grimm Inc | 332,675 | $13.0M | 1.07% | −327,586−49.6% | Reduced |
| Montgomery Investment Management Inc | 334,549 | $13.0M | 4.98% | −132,321−28.3% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 341,745 | $13.3M | 0.30% | +341,745 | New |
| Great Lakes Advisors, LLC | 342,512 | $13.4M | 0.11% | +2,464+0.7% | Added |
| Oppenheimer Asset Management Inc. | 344,585 | $13.4M | 0.20% | −15,228−4.2% | Reduced |
| Ategra Capital Management, LLC | 345,316 | $13.5M | 6.19% | +3,403+1.0% | Added |
| Edge Capital Group, LLC | 347,608 | $13.5M | 0.67% | +27,975+8.8% | Added |
| Twinbeech Capital LP | 353,561 | $13.8M | 0.28% | −1,260,396−78.1% | Reduced |
| American International Group, Inc. | 354,559 | $13.8M | 0.05% | −33,582−8.7% | Reduced |
| Natixis Advisors, L.P. | 356,949 | $13.9M | 0.03% | −16,426−4.4% | Reduced |
| Cramer Rosenthal McGlynn LLC | 357,309 | $13.9M | 0.76% | +281,364+370.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 360,576 | $14.1M | 0.05% | −17,184−4.5% | Reduced |
| Verity & Verity, LLC | 378,275 | $14.7M | 1.64% | −13,315−3.4% | Reduced |
| Nomura Asset Management Co Ltd | 381,805 | $14.9M | 0.05% | −3,057−0.8% | Reduced |
| AE Wealth Management LLC | 382,572 | $14.9M | 0.17% | −143,939−27.3% | Reduced |
| Arizona State Retirement System | 382,718 | $14.9M | 0.10% | +7,975+2.1% | Added |
| American Assets Investment Management, LLC | 384,000 | $15.0M | 1.42% | 00.0% | Unchanged |
| State of Michigan Retirement System | 394,343 | $15.4M | 0.08% | +300+0.1% | Added |
| CIBC World Markets Corp | 399,181 | $15.6M | 0.10% | −237,609−37.3% | Reduced |
| Mariner, LLC | 402,339 | $15.7M | 0.03% | +25,842+6.9% | Added |
| Creative Planning | 403,408 | $15.7M | 0.02% | +19,775+5.2% | Added |
| Victory Capital Management Inc | 412,853 | $16.1M | 0.02% | −252,316−37.9% | Reduced |
| Handelsbanken Fonder AB | 418,060 | $16.3M | 0.07% | +43,437+11.6% | Added |
| Guggenheim Capital LLC | 419,726 | $16.4M | 0.12% | +59,023+16.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 422,000 | $16.4M | 0.06% | −180,000−29.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 422,663 | $16.5M | 1.22% | −4,824−1.1% | Reduced |
| Advisors Capital Management, LLC | 427,626 | $16.7M | 0.31% | +45,966+12.0% | Added |
| US Bancorp | 430,326 | $16.8M | 0.02% | −4,355−1.0% | Reduced |
| Comerica Bank | 431,622 | $16.8M | 0.07% | −920−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 438,722 | $17.1M | 0.05% | +31,405+7.7% | Added |
| Varma Mutual Pension Insurance Co | 443,200 | $17.3M | 0.15% | +367,100+482.4% | Added |
| Cetera Investment Advisers | 444,147 | $17.3M | 0.04% | +315,160+244.3% | Added |
| Synovus Financial Corp | 446,155 | $17.4M | 0.23% | −389−0.1% | Reduced |
| Godsey & Gibb Associates | 447,087 | $17.4M | 1.83% | +23,158+5.5% | Added |
| USS Investment Management Ltd | 459,628 | $17.9M | 0.15% | −17,455−3.7% | Reduced |
| SpiderRock Advisors, LLC | 524,896 | $18.3M | 0.59% | +524,896 | New |
| Swiss Life Asset Management Ltd | 471,946 | $18.4M | 0.26% | +181,945+62.7% | Added |
| Aquatic Capital Management LLC | 479,800 | $18.7M | 0.61% | −49,200−9.3% | Reduced |
| Cerity Partners LLC | 483,076 | $18.8M | 0.05% | −51,128−9.6% | Reduced |
| Renaissance Technologies LLC | 490,917 | $19.1M | 0.03% | +490,917 | New |
| Wealth Enhancement Advisory Services, LLC | 494,579 | $19.3M | 0.05% | +43,746+9.7% | Added |
| 1832 Asset Management L.P. | 497,373 | $19.4M | 0.04% | +180,745+57.1% | Added |
| Asset Management One Co.,Ltd. | 504,205 | $19.7M | 0.08% | −18,967−3.6% | Reduced |
| Zacks Investment Management | 507,928 | $19.8M | 0.21% | +147,263+40.8% | Added |
| Resona Asset Management Co.,Ltd. | 518,532 | $20.2M | 0.12% | +518,532 | New |
| State of Tennessee, Treasury Department | 525,838 | $20.5M | 0.08% | +173,664+49.3% | Added |
| Deprince Race & Zollo Inc | 534,242 | $20.8M | 0.45% | +50,549+10.5% | Added |
| Mn Services Vermogensbeheer B.V. | 539,200 | $21.0M | 0.15% | −79,000−12.8% | Reduced |
| DekaBank Deutsche Girozentrale | 559,188 | $21.5M | 0.04% | −29,024−4.9% | Reduced |
| South Dakota Investment Council | 552,305 | $21.5M | 0.45% | +22,700+4.3% | Added |
| Interval Partners, LP | 556,615 | $21.7M | 0.82% | −12,836−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 566,283 | $22.1M | 0.03% | +165,202+41.2% | Added |
| Professional Advisory Services Inc | 572,900 | $22.3M | 3.03% | +11,199+2.0% | Added |
| Danske Bank A/S | 581,424 | $22.7M | 0.07% | +581,424 | New |
| Azora Capital LP | 583,794 | $22.8M | 1.65% | −1,379,860−70.3% | Reduced |
| CI Private Wealth, LLC | 586,524 | $22.9M | 0.04% | −22,487−3.7% | Reduced |
| Marshall Wace, LLP | 586,805 | $22.9M | 0.04% | +152,588+35.1% | Added |
| TD Asset Management Inc | 593,566 | $23.1M | 0.02% | +1,692+0.3% | Added |
| Baird Financial Group, Inc. | 594,016 | $23.2M | 0.05% | −122,692−17.1% | Reduced |
| Storebrand Asset Management AS | 594,079 | $23.2M | 0.08% | −52,317−8.1% | Reduced |
| Alps Advisors Inc | 604,904 | $23.6M | 0.17% | −36,018−5.6% | Reduced |
| Brandes Investment Partners, LP | 606,673 | $23.6M | 0.30% | +18,000+3.1% | Added |
| Treasurer of the State of North Carolina | 609,345 | $23.8M | 0.10% | −14,975−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 613,522 | $23.9M | 0.04% | −37,844−5.8% | Reduced |
| Public Employees Retirement System of Ohio | 623,844 | $24.3M | 0.10% | −94,575−13.2% | Reduced |
| Aviva PLC | 625,037 | $24.4M | 0.08% | −236,957−27.5% | Reduced |
| Millennium Management LLC | 649,112 | $25.3M | 0.02% | −3,909,421−85.8% | Reduced |
| VGI Partners Ltd | 665,781 | $26.0M | 2.61% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 704,341 | $27.5M | 0.03% | −12,400−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 708,655 | $27.6M | 0.05% | −182,630−20.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 715,246 | $27.9M | 0.06% | −18,199−2.5% | Reduced |
| Assenagon Asset Management S.A. | 733,606 | $28.6M | 0.08% | +41,001+5.9% | Added |
| State of New Jersey Common Pension Fund D | 742,520 | $28.9M | 0.09% | 00.0% | Unchanged |
| AQR Capital Management LLC | 752,913 | $29.2M | 0.05% | −580,171−43.5% | Reduced |
| Commonwealth Equity Services, LLC | 754,321 | $29.4M | 0.05% | +6,081+0.8% | Added |
| Toronto Dominion Bank | 755,445 | $29.4M | 0.05% | −464,123−38.1% | Reduced |