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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 8,233,063 | $320.9M | 0.06% | −2,996,981−26.7% | Reduced |
| Legal & General Group Plc | 8,281,573 | $322.8M | 0.09% | −30,250−0.4% | Reduced |
| Norges Bank | 8,554,340 | $333.4M | 0.05% | +217,737+2.6% | Added |
| Dimensional Fund Advisors LP | 8,633,065 | $336.5M | 0.09% | −98,473−1.1% | Reduced |
| Invesco Ltd. | 9,070,334 | $353.6M | 0.08% | +125,086+1.4% | Added |
| Macquarie Group Ltd | 9,515,093 | $370.8M | 0.42% | −379,298−3.8% | Reduced |
| Federated Hermes, Inc. | 9,905,661 | $386.1M | 0.89% | −94,417−0.9% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 10,444,111 | $407.1M | 0.66% | +104,237+1.0% | Added |
| American Century Companies Inc | 10,766,405 | $419.7M | 0.26% | +1,094,272+11.3% | Added |
| Capital International Investors | 11,643,242 | $453.9M | 0.09% | +5,632,493+93.7% | Added |
| Citadel Advisors LLC | 12,092,417 | $471.4M | 0.45% | +1,203,569+11.1% | Added |
| Northern Trust Corp | 12,417,736 | $484.0M | 0.08% | −478,669−3.7% | Reduced |
| Royal Bank of Canada | 16,064,526 | $626.2M | 0.15% | +354,476+2.3% | Added |
| Charles Schwab Investment Management Inc | 17,625,634 | $669.7M | 0.15% | −1,612,754−8.4% | Reduced |
| Morgan Stanley | 19,371,811 | $755.1M | 0.06% | −4,029,605−17.2% | Reduced |
| Amundi | 26,061,467 | $931.0M | 0.40% | +278,138+1.1% | Added |
| Geode Capital Management, LLC | 26,402,805 | $1.03B | 0.09% | +764,037+3.0% | Added |
| JPMorgan Chase & Co | 35,600,579 | $1.39B | 0.12% | +12,304,301+52.8% | Added |
| Bank of America Corp | 40,777,641 | $1.59B | 0.16% | +14,859,143+57.3% | Added |
| Dodge & Cox | 51,941,210 | $2.02B | 1.17% | −1,232,630−2.3% | Reduced |
| State Street Corp | 59,286,547 | $2.31B | 0.10% | −3,072,921−4.9% | Reduced |
| BlackRock Inc. | 100,449,689 | $3.92B | 0.09% | +2,987,002+3.1% | Added |
| Vanguard Group Inc | 116,571,574 | $4.54B | 0.09% | −1,380,897−1.2% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −2,799,501−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −2,051,568−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −1,675,385−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −671,572−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −605,628−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −558,351−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −525,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −377,173−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −371,229−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −309,981−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −308,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −296,714−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −268,123−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −258,767−100.0% | Sold out |
| Willis Investment Counsel | 0 | $0 | 0.00% | −218,646−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −150,084−100.0% | Sold out |
| Keating Investment Counselors Inc | 0 | $0 | 0.00% | −125,123−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −88,714−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −61,770−100.0% | Sold out |
| Delta Capital Management LLC | 0 | $0 | 0.00% | −47,125−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −41,148−100.0% | Sold out |
| Senvest Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Galibier Capital Management Ltd. | 0 | $0 | 0.00% | −35,758−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −34,500−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −32,144−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −30,630−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −27,130−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −22,305−100.0% | Sold out |
| Gunn & Co Investment Management, Inc. | 0 | $0 | 0.00% | −22,263−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −22,054−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −20,159−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −18,270−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −17,711−100.0% | Sold out |
| Iron Financial, LLC | 0 | $0 | 0.00% | −16,951−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,362−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −15,278−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −14,935−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −14,224−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −13,840−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −13,072−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −12,934−100.0% | Sold out |
| Grant/GrossMendelsohn, LLC | 0 | $0 | 0.00% | −9,708−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −9,316−100.0% | Sold out |
| Sollinda Capital Management LLC | 0 | $0 | 0.00% | −9,004−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −8,894−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −8,583−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −8,563−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −8,198−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −8,019−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −7,645−100.0% | Sold out |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −7,513−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,990−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,954−100.0% | Sold out |
| Shayne & Co., LLC | 0 | $0 | 0.00% | −6,804−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −6,543−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −6,419−100.0% | Sold out |
| Princeton Capital Management LLC | 0 | $0 | 0.00% | −6,299−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −5,914−100.0% | Sold out |
| Precedent Wealth Partners, LLC | 0 | $0 | 0.00% | −5,914−100.0% | Sold out |
| Southern Capital Advisors, LLC | 0 | $0 | 0.00% | −5,840−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| NSI Retail Advisors, LLC | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −5,660−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −3,023−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −2,920−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2,754−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −2,121−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −1,249−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −936−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −909−100.0% | Sold out |