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; 1,706 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 | 1,706 | $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 |
|---|---|---|---|---|---|
| Tucker Asset Management LLC | 439 | $17.1K | 0.00% | +361+462.8% | Added |
| Armstrong Advisory Group, Inc | 482 | $17.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 460 | $17.9K | 0.01% | +460 | New |
| City State Bank | 453 | $18.0K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 465 | $18.1K | 0.02% | +465 | New |
| Vermillion & White Wealth Management Group, LLC | 498 | $19.4K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 505 | $19.7K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 513 | $20.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 524 | $20.4K | 0.01% | +524 | New |
| Peoples Financial Services Corp. | 568 | $22.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 569 | $22.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 583 | $22.7K | 0.00% | +534+1,089.8% | Added |
| LifeSteps Financial, Inc. | 600 | $23.4K | 0.02% | +600 | New |
| Quarry LP | 623 | $24.3K | 0.01% | +276+79.5% | Added |
| Crewe Advisors LLC | 686 | $26.7K | 0.00% | +686 | New |
| Annapolis Financial Services, LLC | 690 | $26.9K | 0.01% | −3,022−81.4% | Reduced |
| Hanson & Doremus Investment Management | 683 | $27.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 699 | $27.2K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 705 | $27.5K | 0.01% | +150+27.0% | Added |
| Halpern Financial, Inc. | 742 | $28.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 742 | $28.5K | 0.01% | −1−0.1% | Reduced |
| Opal Wealth Advisors, LLC | 744 | $29.0K | 0.01% | +744 | New |
| Hexagon Capital Partners LLC | 754 | $29.4K | 0.01% | −47−5.9% | Reduced |
| Ofi Invest Asset Management | 827 | $29.8K | 0.00% | −114−12.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 816 | $31.3K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 853 | $31.5K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 812 | $31.7K | 0.00% | −2,039−71.5% | Reduced |
| Rise Advisors, LLC | 822 | $32.0K | 0.02% | +822 | New |
| Wiser Advisor Group LLC | 831 | $32.4K | 0.05% | +12+1.5% | Added |
| Pin Oak Investment Advisors Inc | 854 | $33.0K | 0.03% | +694+433.8% | Added |
| Missouri Trust & Investment Co | 854 | $33.3K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 798 | $34.0K | 0.03% | +15+1.9% | Added |
| Abound Wealth Management | 917 | $35.8K | 0.01% | +20+2.2% | Added |
| Burkett Financial Services, LLC | 932 | $36.3K | 0.02% | −14,115−93.8% | Reduced |
| JFS Wealth Advisors, LLC | 955 | $37.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 993 | $38.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,015 | $39.6K | 0.01% | +370+57.4% | Added |
| TCTC Holdings, LLC | 1,023 | $39.9K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 1,024 | $39.9K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,077 | $42.0K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,083 | $42.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,170 | $46.0K | 0.00% | −178−13.2% | Reduced |
| Tyler-Stone Wealth Management | 1,200 | $46.8K | 0.02% | +17+1.4% | Added |
| Private Wealth Management Group, LLC | 1,227 | $47.8K | 0.02% | −3−0.2% | Reduced |
| Trust Co | 1,233 | $48.1K | 0.01% | +533+76.1% | Added |
| Optimum Investment Advisors | 1,371 | $53.4K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,387 | $54.0K | 0.01% | +824+146.4% | Added |
| Macroview Investment Management LLC | 1,390 | $54.2K | 0.06% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,400 | $54.6K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,426 | $55.6K | 0.02% | +12+0.8% | Added |
| Accordant Advisory Group Inc | 1,488 | $58.0K | 0.04% | +1,488 | New |
| Cedar Wealth Management, LLC | 1,500 | $58.5K | 0.02% | −100−6.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,520 | $59.0K | 0.02% | +187+14.0% | Added |
| Stephens Consulting, LLC | 1,555 | $60.6K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,613 | $62.9K | 0.05% | −128−7.4% | Reduced |
| Highlander Capital Management, LLC | 1,680 | $65.5K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,700 | $66.0K | 0.03% | +400+30.8% | Added |
| M&R Capital Management Inc | 1,736 | $67.1K | 0.02% | −794−31.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,790 | $69.8K | 0.03% | +290+19.3% | Added |
| Atlantic Trust, LLC | 1,846 | $72.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,844 | $72.0K | 0.00% | −65−3.4% | Reduced |
| Providence Capital Advisors, LLC | 1,857 | $72.4K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,862 | $72.6K | 0.01% | +67+3.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,873 | $73.0K | 0.00% | −10,649−85.0% | Reduced |
| Capital Advisors, Ltd. LLC | 1,957 | $76.0K | 0.01% | +26+1.3% | Added |
| Larson Financial Group LLC | 1,998 | $77.9K | 0.01% | +24+1.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,011 | $78.4K | 0.03% | −106−5.0% | Reduced |
| Bare Financial Services, Inc | 2,153 | $80.8K | 0.08% | +70+3.4% | Added |
| Pinnacle Bancorp, Inc. | 2,124 | $82.8K | 0.02% | +200+10.4% | Added |
| Sittner & Nelson, LLC | 2,175 | $84.8K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,197 | $85.6K | 0.00% | −703−24.2% | Reduced |
| Mechanics Financial Corp | 2,200 | $85.8K | 0.04% | −2,145−49.4% | Reduced |
| Covestor Ltd | 2,226 | $87.0K | 0.06% | −3,262−59.4% | Reduced |
| Smithfield Trust Co | 2,346 | $91.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,592 | $91.7K | 0.00% | −1,907−42.4% | Reduced |
| Clear Investment Research, LLC | 2,481 | $96.7K | 0.13% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,487 | $96.9K | 0.03% | −991−28.5% | Reduced |
| Oakworth Capital, Inc. | 2,521 | $98.3K | 0.01% | +221+9.6% | Added |
| JJJ Advisors Inc. | 2,526 | $98.5K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,531 | $98.7K | 0.05% | −344−12.0% | Reduced |
| Silvant Capital Management LLC | 2,587 | $100.8K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,587 | $100.8K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 2,800 | $107.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,765 | $107.8K | 0.03% | +2,567+1,296.5% | Added |
| Baldwin Brothers Inc | 2,805 | $109.3K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,815 | $109.7K | 0.10% | +2,815 | New |
| Manchester Capital Management LLC | 2,823 | $110.0K | 0.01% | +1,684+147.8% | Added |
| First United Bank Trust | 2,838 | $110.6K | 0.04% | +1,309+85.6% | Added |
| AdvisorNet Financial, Inc | 2,875 | $112.1K | 0.01% | +1,007+53.9% | Added |
| Future Financial Wealth Managment LLC | 2,900 | $113.0K | 0.09% | +2,900 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,925 | $114.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 74,849 | $114.0K | 0.07% | +73,340+4,860.2% | Added |
| SRS Capital Advisors, Inc. | 2,929 | $114.2K | 0.01% | +101+3.6% | Added |
| Wellington Shields & Co., LLC | 3,000 | $116.9K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 3,000 | $117.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,005 | $117.1K | 0.01% | −650−17.8% | Reduced |
| Boyd Watterson Asset Management LLC | 3,012 | $117.4K | 0.04% | −120−3.8% | Reduced |
| First Foundation Advisors | 3,019 | $117.7K | 0.00% | −1,745−36.6% | Reduced |
| Paloma Partners Management Co | 3,061 | $119.3K | 0.02% | +3,061 | New |
| Washington Trust Advisors, Inc. | 3,166 | $123.4K | 0.01% | 00.0% | Unchanged |