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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 3,237 | $126.2K | 0.01% | +13+0.4% | Added |
| Creative Financial Designs Inc | 3,246 | $126.5K | 0.01% | +812+33.4% | Added |
| Edmond de Rothschild Holding S.A. | 3,270 | $127.5K | 0.00% | −13,664−80.7% | Reduced |
| Riverview Trust Co | 3,295 | $128.4K | 0.10% | +3,295 | New |
| Main Street Group, LTD | 3,353 | $129.2K | 0.06% | +1,397+71.4% | Added |
| Mather Group, LLC. | 3,568 | $131.7K | 0.00% | +3,568 | New |
| Grove Bank & Trust | 3,393 | $132.3K | 0.02% | −14,859−81.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,508 | $137.0K | 0.01% | −157−4.3% | Reduced |
| Farther Finance Advisors, LLC | 3,576 | $137.2K | 0.01% | +173+5.1% | Added |
| Washington Trust Co | 3,533 | $137.7K | 0.01% | −198−5.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,543 | $138.1K | 0.07% | +340+10.6% | Added |
| Bruce G. Allen Investments, LLC | 3,549 | $138.3K | 0.11% | +542+18.0% | Added |
| Alta Advisers Ltd | 3,600 | $140.3K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,640 | $142.0K | 0.01% | −175−4.6% | Reduced |
| Abich Financial Wealth Management LLC | 3,700 | $144.2K | 0.11% | +1,189+47.4% | Added |
| Sound Income Strategies, LLC | 3,742 | $145.9K | 0.01% | −978−20.7% | Reduced |
| Harbour Investments, Inc. | 3,767 | $146.8K | 0.01% | −1,246−24.9% | Reduced |
| Deseret Mutual Benefit Administrators | 3,848 | $150.0K | 0.08% | +293+8.2% | Added |
| American Capital Advisory, LLC | 4,416 | $150.6K | 0.13% | +390+9.7% | Added |
| Leonteq Securities AG | 3,899 | $152.0K | 0.02% | +3,865+11,367.6% | Added |
| Bollard Group LLC | 4,217 | $164.0K | 0.00% | +61+1.5% | Added |
| Central Bank & Trust Co | 4,300 | $167.6K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4,347 | $169.4K | 0.04% | −37−0.8% | Reduced |
| Hartford Financial Management Inc. | 4,399 | $171.5K | 0.04% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 4,412 | $172.0K | 0.02% | +1,556+54.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,514 | $176.0K | 0.11% | −571−11.2% | Reduced |
| Dakota Community Bank & Trust NA | 4,533 | $176.7K | 0.96% | −2,048−31.1% | Reduced |
| Coastal Investment Advisors, Inc. | 4,587 | $178.8K | 0.04% | −2,849−38.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,683 | $182.5K | 0.07% | +277+6.3% | Added |
| Horizon Bancorp Inc | 4,794 | $187.0K | 0.09% | +43+0.9% | Added |
| Sunbelt Securities, Inc. | 4,840 | $188.7K | 0.02% | +121+2.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,930 | $192.2K | 0.01% | +1,163+30.9% | Added |
| Toth Financial Advisory Corp | 5,087 | $198.3K | 0.02% | +1,307+34.6% | Added |
| Camden Capital, LLC | 5,134 | $200.1K | 0.02% | −502−8.9% | Reduced |
| Renasant Bank | 5,135 | $200.2K | 0.14% | +5,135 | New |
| Reliant Investment Management, LLC | 5,139 | $200.3K | 0.09% | +5,139 | New |
| Calton & Associates, Inc. | 5,143 | $200.5K | 0.10% | −5,000−49.3% | Reduced |
| Graypoint LLC | 5,147 | $200.6K | 0.01% | −503−8.9% | Reduced |
| Delap Wealth Advisory, LLC | 5,180 | $201.9K | 0.08% | +5,180 | New |
| ASB Consultores, LLC | 5,180 | $201.9K | 0.05% | +5,180 | New |
| SC&H Financial Advisors, Inc. | 5,183 | $202.0K | 0.05% | +5,183 | New |
| Next Level Private LLC | 5,194 | $202.4K | 0.09% | +5,194 | New |
| PFW Advisors LLC | 5,208 | $203.0K | 0.06% | +5,208 | New |
| West Family Investments, Inc. | 5,213 | $203.2K | 0.06% | +5,213 | New |
| Nemes Rush Group LLC | 5,233 | $204.0K | 0.03% | −233−4.3% | Reduced |
| Avantax Planning Partners, Inc. | 5,242 | $204.3K | 0.01% | +5,242 | New |
| M. Kulyk & Associates, LLC | 5,252 | $204.7K | 0.05% | +5,252 | New |
| Philadelphia Trust Co | 5,262 | $205.0K | 0.02% | +5,262 | New |
| CFO4Life Group, LLC | 5,271 | $205.5K | 0.04% | +5,271 | New |
| Muirfield Wealth Advisors LLC | 5,273 | $205.5K | 0.20% | −377−6.7% | Reduced |
| Dover Advisors, LLC | 5,285 | $206.0K | 0.14% | +5,285 | New |
| New Jersey Better Educational Savings Trust | 5,292 | $206.3K | 0.39% | +5,292 | New |
| Scotia Capital Inc. | 5,325 | $207.6K | 0.00% | −815−13.3% | Reduced |
| Cape Investment Advisory, Inc. | 5,372 | $209.4K | 0.10% | +429+8.7% | Added |
| Ballew Advisors, Inc | 5,602 | $210.1K | 0.14% | 00.0% | Unchanged |
| AJOVista, LLC | 5,392 | $210.2K | 0.57% | 00.0% | Unchanged |
| Eagle Strategies LLC | 5,435 | $211.9K | 0.05% | −6,068−52.8% | Reduced |
| LongView Wealth Management | 5,471 | $213.3K | 0.08% | −1,421−20.6% | Reduced |
| High Net Worth Advisory Group LLC | 5,477 | $213.5K | 0.07% | −590−9.7% | Reduced |
| Main Street Financial Solutions, LLC | 5,492 | $214.1K | 0.02% | −509−8.5% | Reduced |
| LMCG Investments, LLC | 5,493 | $214.1K | 0.01% | −20.0% | Reduced |
| CVA Family Office, LLC | 5,498 | $214.3K | 0.04% | −441−7.4% | Reduced |
| Waldron Private Wealth LLC | 5,511 | $214.8K | 0.01% | +5,511 | New |
| Cornerstone Management, Inc. | 5,521 | $215.2K | 0.05% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,528 | $215.5K | 0.13% | −3,263−37.1% | Reduced |
| Country Club Bank | 5,550 | $216.3K | 0.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,567 | $217.0K | 0.16% | −546−8.9% | Reduced |
| Diligent Investors, LLC | 5,567 | $217.0K | 0.05% | −103−1.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,572 | $217.2K | 0.04% | −1,610−22.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 5,578 | $217.4K | 0.09% | +191+3.5% | Added |
| Castleview Partners, LLC | 5,619 | $219.0K | 0.12% | +1,316+30.6% | Added |
| Ambassador Advisors, LLC | 5,634 | $219.6K | 0.04% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 5,641 | $219.9K | 0.02% | +92+1.7% | Added |
| Lantz Financial LLC | 5,659 | $220.6K | 0.07% | +5,659 | New |
| Carolinas Wealth Consulting LLC | 5,662 | $220.7K | 0.04% | +438+8.4% | Added |
| Kingfisher Capital LLC | 5,657 | $221.0K | 0.05% | −1,082−16.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 5,700 | $222.2K | 0.06% | +5,700 | New |
| Patrick M Sweeney & Associates, Inc | 5,706 | $222.4K | 0.18% | +10.0% | Added |
| Baron Wealth Management LLC | 5,714 | $222.7K | 0.12% | +10.0% | Added |
| Phillips Wealth Planners LLC | 6,301 | $224.6K | 0.26% | +6,301 | New |
| AlphaMark Advisors, LLC | 5,783 | $225.0K | 0.08% | −183−3.1% | Reduced |
| D'Orazio & Associates, Inc. | 5,780 | $225.3K | 0.04% | +28+0.5% | Added |
| Sunpointe, LLC | 5,795 | $225.9K | 0.25% | −961−14.2% | Reduced |
| World Equity Group, Inc. | 5,832 | $227.3K | 0.05% | +351+6.4% | Added |
| Duncan Williams Asset Management, LLC | 5,842 | $227.7K | 0.21% | +5,842 | New |
| Augustine Asset Management Inc | 5,856 | $228.3K | 0.10% | +10.0% | Added |
| Invesco, LLC | 5,862 | $228.5K | 0.10% | −1,024−14.9% | Reduced |
| Yeomans Consulting Group, Inc. | 5,885 | $229.4K | 0.10% | −4,663−44.2% | Reduced |
| Klingenstein Fields & Co LP | 5,912 | $230.4K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 6,266 | $230.6K | 0.07% | +6,266 | New |
| Romano Brothers and Company | 5,925 | $231.0K | 0.03% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 5,931 | $231.2K | 0.01% | +5,931 | New |
| Resurgent Financial Advisors LLC | 5,945 | $231.7K | 0.12% | +2,067+53.3% | Added |
| Eads & Heald Wealth Management | 5,967 | $233.0K | 0.11% | +5,967 | New |
| Lindbrook Capital, LLC | 5,999 | $233.8K | 0.02% | +103+1.7% | Added |
| Ci Investments Inc. | 5,996 | $234.0K | 0.00% | +2,287+61.7% | Added |
| Capital Square, LLC | 6,025 | $234.9K | 0.17% | +41+0.7% | Added |
| Fisher Asset Management, LLC | 6,048 | $235.8K | 0.00% | −672−10.0% | Reduced |
| Keystone Financial Group | 6,088 | $237.3K | 0.03% | +6,088 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,098 | $237.7K | 0.03% | +5+0.1% | Added |