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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 6,139 | $238.0K | 0.02% | +805+15.1% | Added |
| RiverFront Investment Group, LLC | 6,113 | $238.3K | 0.01% | 00.0% | Unchanged |
| CIC Wealth, LLC | 6,125 | $238.8K | 0.07% | +6,125 | New |
| Quotient Wealth Partners, LLC | 6,147 | $239.6K | 0.01% | −3,817−38.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,172 | $240.6K | 0.11% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,193 | $241.0K | 0.02% | +6,193 | New |
| Harbour Trust & Investment Management Co | 6,192 | $241.4K | 0.03% | −598−8.8% | Reduced |
| Stonegate Investment Group, LLC | 6,193 | $241.4K | 0.01% | −1,122−15.3% | Reduced |
| 1620 Investment Advisors, Inc. | 6,211 | $242.1K | 0.25% | +13+0.2% | Added |
| EP Wealth Advisors, LLC | 6,250 | $243.6K | 0.00% | −2,104−25.2% | Reduced |
| Rock Point Advisors, LLC | 6,250 | $243.6K | 0.07% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,405 | $245.6K | 0.01% | +6,405 | New |
| ICA Group Wealth Management, LLC | 6,308 | $245.9K | 0.05% | +4+0.1% | Added |
| Emfo, LLC | 6,325 | $246.5K | 0.23% | +10+0.2% | Added |
| Whalen Wealth Management Inc. | 6,331 | $246.8K | 0.18% | +288+4.8% | Added |
| Adapt Wealth Advisors, LLC | 6,350 | $247.5K | 0.18% | +6,350 | New |
| Meridian Financial Partners LLC | 6,972 | $248.0K | 0.32% | −671−8.8% | Reduced |
| Bluefin Capital Management, LLC | 6,400 | $249.5K | 0.04% | +6,400 | New |
| Altrius Capital Management Inc | 6,433 | $250.8K | 0.06% | +10.0% | Added |
| Evermay Wealth Management LLC | 6,434 | $250.8K | 0.04% | −13−0.2% | Reduced |
| Quadrant Capital Group LLC | 6,453 | $251.5K | 0.02% | +929+16.8% | Added |
| Citizens Financial Group Inc | 6,474 | $252.3K | 0.01% | +512+8.6% | Added |
| Canton Hathaway, LLC | 6,516 | $254.0K | 0.07% | −2,000−23.5% | Reduced |
| Wedmont Private Capital | 6,573 | $256.2K | 0.02% | +525+8.7% | Added |
| First American Trust, FSB | 6,597 | $257.2K | 0.03% | +6,597 | New |
| Lombard Odier Asset Management (Switzerland) SA | 6,608 | $257.6K | 0.02% | +6,608 | New |
| Sherbrooke Park Advisers LLC | 6,624 | $258.2K | 0.05% | +6,624 | New |
| First City Capital Management, Inc. | 6,632 | $258.5K | 0.14% | +91+1.4% | Added |
| Geller Advisors LLC | 6,634 | $258.6K | 0.02% | +14+0.2% | Added |
| Councilmark Asset Management, LLC | 6,650 | $259.2K | 0.19% | +6,650 | New |
| EverSource Wealth Advisors, LLC | 6,933 | $260.3K | 0.02% | +472+7.3% | Added |
| 1st Source Bank | 6,689 | $260.7K | 0.02% | −926−12.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,690 | $260.8K | 0.01% | −138,205−95.4% | Reduced |
| Family Legacy, Inc. | 6,694 | $260.9K | 0.09% | −50−0.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,738 | $263.0K | 0.06% | +9+0.1% | Added |
| Los Angeles Capital Management LLC | 6,750 | $263.1K | 0.00% | −151−2.2% | Reduced |
| Heartwood Wealth Advisors LLC | 6,784 | $264.4K | 0.03% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 6,787 | $264.6K | 0.16% | −123−1.8% | Reduced |
| Mendel Money Management | 6,829 | $266.2K | 0.12% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 6,880 | $268.2K | 0.05% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 6,906 | $269.2K | 0.01% | +16+0.2% | Added |
| Delta Financial Group, Inc. | 6,922 | $270.0K | 0.08% | +1,376+24.8% | Added |
| Trust Point Inc. | 6,951 | $271.0K | 0.02% | +96+1.4% | Added |
| First Heartland Consultants, Inc. | 6,947 | $271.0K | 0.03% | +6,947 | New |
| First Trust Investment Solutions L.P. | 7,007 | $273.1K | 0.05% | +7,007 | New |
| Westover Capital Advisors, LLC | 7,063 | $275.3K | 0.08% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 7,116 | $277.0K | 0.02% | +1,208+20.4% | Added |
| Radnor Capital Management, LLC | 7,131 | $278.0K | 0.05% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 7,144 | $278.5K | 0.42% | −500−6.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,178 | $279.8K | 0.02% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 7,211 | $281.1K | 0.14% | −83−1.1% | Reduced |
| Belpointe Asset Management LLC | 7,216 | $281.3K | 0.02% | −29−0.4% | Reduced |
| GeoWealth Management, LLC | 7,283 | $283.9K | 0.01% | −1,091−13.0% | Reduced |
| Aprio Wealth Management, LLC | 7,286 | $284.0K | 0.06% | −324−4.3% | Reduced |
| LexAurum Advisors, LLC | 7,301 | $284.6K | 0.07% | −12−0.2% | Reduced |
| Conning Inc. | 7,470 | $291.2K | 0.01% | −450−5.7% | Reduced |
| Continuum Advisory, LLC | 7,449 | $291.3K | 0.04% | −4,383−37.0% | Reduced |
| Empower Advisory Group, LLC | 7,499 | $292.3K | 0.00% | +1,070+16.6% | Added |
| WBH Advisory Inc | 7,527 | $293.4K | 0.03% | −536−6.6% | Reduced |
| Hill Investment Group Partners, LLC | 7,564 | $294.8K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 7,588 | $295.8K | 0.00% | −499−6.2% | Reduced |
| Peachtree Investment Partners, LLC | 7,609 | $296.6K | 0.12% | −274−3.5% | Reduced |
| Fonville Wealth Management LLC | 7,685 | $299.6K | 0.13% | +1,580+25.9% | Added |
| Caldwell Trust Co | 7,736 | $301.5K | 0.04% | −878−10.2% | Reduced |
| HHM Wealth Advisors, LLC | 7,742 | $301.8K | 0.05% | +1,090+16.4% | Added |
| HBK Sorce Advisory LLC | 7,765 | $302.7K | 0.01% | +1,392+21.8% | Added |
| CX Institutional | 7,787 | $303.5K | 0.01% | +56+0.7% | Added |
| Wagner Wealth Management, LLC | 7,791 | $303.7K | 0.09% | +23+0.3% | Added |
| Lafayette Investments, Inc. | 7,845 | $305.8K | 0.07% | −1,000−11.3% | Reduced |
| Abacus Planning Group, Inc. | 7,916 | $308.6K | 0.06% | −1,842−18.9% | Reduced |
| Stone Point Wealth LLC | 8,000 | $311.8K | 0.11% | −400−4.8% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $311.8K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 8,008 | $312.2K | 0.02% | −5−0.1% | Reduced |
| Wedbush Securities Inc | 8,061 | $314.0K | 0.01% | +8,061 | New |
| Daymark Wealth Partners, LLC | 8,071 | $314.6K | 0.02% | +8,071 | New |
| Nwam LLC | 8,049 | $314.7K | 0.03% | −1,233−13.3% | Reduced |
| LBMC Investment Advisors, LLC | 8,098 | $315.7K | 0.03% | +8,098 | New |
| Sage Mountain Advisors LLC | 8,099 | $315.7K | 0.03% | +113+1.4% | Added |
| Central Trust Co | 8,122 | $316.6K | 0.01% | −275−3.3% | Reduced |
| Sapient Capital LLC | 8,131 | $316.9K | 0.01% | −135−1.6% | Reduced |
| Xcel Wealth Management, LLC | 8,139 | $317.3K | 0.10% | −2,676−24.7% | Reduced |
| Menard Financial Group LLC | 8,160 | $318.1K | 0.27% | +8,160 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,180 | $319.0K | 0.03% | −1,050−11.4% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $319.9K | 0.11% | 00.0% | Unchanged |
| HRT Financial LP | 8,220 | $320.0K | 0.00% | −97,376−92.2% | Reduced |
| Selective Wealth Management, Inc. | 8,545 | $320.4K | 0.14% | +1,250+17.1% | Added |
| Fortress Wealth Group, LLC | 8,212 | $321.1K | 0.17% | +1,202+17.1% | Added |
| FDx Advisors, Inc. | 8,274 | $323.0K | 0.05% | −3,951−32.3% | Reduced |
| Lake Street Advisors Group, LLC | 8,299 | $323.5K | 0.02% | +111+1.4% | Added |
| Ti-Trust, Inc | 8,330 | $324.7K | 0.24% | +8,330 | New |
| GAMMA Investing LLC | 8,333 | $324.8K | 0.07% | +1,005+13.7% | Added |
| Institute for Wealth Management, LLC. | 8,359 | $325.8K | 0.04% | −51−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 8,372 | $326.3K | 0.01% | +8,372 | New |
| Cim Investment Mangement Inc | 8,416 | $328.1K | 0.10% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 8,439 | $329.0K | 0.13% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 8,436 | $329.0K | 0.15% | −1,257−13.0% | Reduced |
| Cypress Wealth Services, LLC | 8,450 | $329.4K | 0.08% | +135+1.6% | Added |
| International Private Wealth Advisors LLC | 8,472 | $330.2K | 0.64% | +8,472 | New |
| Formidable Asset Management, LLC | 8,472 | $330.2K | 0.05% | +2,644+45.4% | Added |
| BIP Wealth, LLC | 8,473 | $330.3K | 0.02% | −50−0.6% | Reduced |