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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 8,474 | $330.3K | 0.05% | +611+7.8% | Added |
| Johnson Investment Counsel Inc | 8,484 | $330.7K | 0.00% | −195−2.2% | Reduced |
| Prestige Wealth Management Group LLC | 8,486 | $330.8K | 0.07% | +675+8.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,494 | $331.1K | 0.04% | +166+2.0% | Added |
| Wrapmanager Inc | 8,504 | $331.5K | 0.09% | −1,056−11.0% | Reduced |
| Aviance Capital Partners, LLC | 8,505 | $331.5K | 0.05% | +8,505 | New |
| Financial Management Professionals, Inc. | 8,538 | $333.0K | 0.05% | +979+13.0% | Added |
| Birmingham Capital Management Co Inc | 8,544 | $333.0K | 0.12% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,603 | $335.4K | 0.03% | +746+9.5% | Added |
| Capital City Trust Co | 8,624 | $336.2K | 0.09% | −1,549−15.2% | Reduced |
| Searle & Co. | 8,644 | $336.9K | 0.09% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 8,655 | $337.4K | 0.14% | −2,302−21.0% | Reduced |
| Israel Discount Bank of New York | 8,661 | $337.6K | 0.42% | −6,222−41.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,675 | $338.2K | 0.03% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 8,677 | $338.2K | 0.04% | −2,230−20.4% | Reduced |
| New Hampshire Trust | 8,764 | $341.6K | 0.08% | −2,197−20.0% | Reduced |
| Shell Asset Management Co | 8,832 | $343.0K | 0.02% | −2,655−23.1% | Reduced |
| Tritonpoint Wealth, LLC | 7,979 | $344.0K | 0.04% | −1,488−15.7% | Reduced |
| Intech Investment Management LLC | 8,830 | $344.2K | 0.00% | +8,830 | New |
| Silver Oak Securities, Inc | 8,839 | $344.5K | 0.05% | −2,876−24.5% | Reduced |
| Atomi Financial Group, Inc. | 8,868 | $345.7K | 0.03% | +149+1.7% | Added |
| Pearl River Capital, LLC | 8,891 | $346.6K | 0.05% | +8,891 | New |
| Fiducient Advisors LLC | 8,915 | $347.5K | 0.07% | −86−1.0% | Reduced |
| Centennial Wealth Advisory LLC | 9,024 | $351.8K | 0.16% | +78+0.9% | Added |
| Grey Street Capital, LLC | 9,034 | $352.1K | 0.05% | +9,034 | New |
| Beacon Investment Advisors LLC | 9,054 | $352.9K | 0.20% | −124−1.4% | Reduced |
| Hayek Kallen Investment Management | 9,047 | $353.0K | 0.14% | 00.0% | Unchanged |
| Parthenon LLC | 9,112 | $355.2K | 0.05% | −76−0.8% | Reduced |
| Shepherd Financial Partners LLC | 9,140 | $356.3K | 0.05% | −1,518−14.2% | Reduced |
| Venturi Wealth Management, LLC | 9,142 | $356.4K | 0.02% | +1,750+23.7% | Added |
| Summit Asset Management, LLC | 9,160 | $357.0K | 0.08% | +18+0.2% | Added |
| MTM Investment Management, LLC | 9,182 | $357.9K | 0.15% | −2,729−22.9% | Reduced |
| Haverford Trust Co | 9,187 | $358.1K | 0.00% | +49+0.5% | Added |
| Kovack Advisors, Inc. | 9,250 | $360.6K | 0.04% | −113−1.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,295 | $362.3K | 0.01% | +9,295 | New |
| Perigon Wealth Management, LLC | 9,298 | $362.4K | 0.01% | +906+10.8% | Added |
| Everett Harris & Co | 9,298 | $362.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,370 | $365.2K | 0.01% | +1,671+21.7% | Added |
| Cedar Brook Financial Partners, LLC | 9,504 | $370.5K | 0.07% | +313+3.4% | Added |
| Rede Wealth, LLC | 9,567 | $372.9K | 0.16% | −5,392−36.0% | Reduced |
| NFP Retirement, Inc. | 9,570 | $373.0K | 0.03% | +191+2.0% | Added |
| Bristlecone Advisors, LLC | 9,604 | $374.4K | 0.03% | −159−1.6% | Reduced |
| Secure Asset Management, LLC | 9,604 | $374.4K | 0.09% | −3,249−25.3% | Reduced |
| Westpac Banking Corp | 9,645 | $376.0K | 0.03% | −20.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,673 | $377.1K | 0.09% | +3,380+53.7% | Added |
| IHT Wealth Management, LLC | 9,721 | $378.9K | 0.02% | +141+1.5% | Added |
| Valmark Advisers, Inc. | 9,745 | $379.9K | 0.01% | −3,220−24.8% | Reduced |
| Southeast Asset Advisors Inc. | 9,765 | $380.6K | 0.05% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 9,824 | $382.9K | 0.02% | +663+7.2% | Added |
| Equitable Holdings, Inc. | 9,853 | $384.1K | 0.00% | +1,031+11.7% | Added |
| Prime Capital Investment Advisors, LLC | 9,869 | $384.7K | 0.01% | −402−3.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 9,904 | $386.1K | 0.10% | −240−2.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,927 | $386.8K | 0.01% | −2,471−19.9% | Reduced |
| Rakuten Securities, Inc. | 9,931 | $387.1K | 0.17% | −1,091−9.9% | Reduced |
| My Legacy Advisors, LLC | 9,934 | $387.2K | 0.13% | −10−0.1% | Reduced |
| WealthTrust Axiom LLC | 9,944 | $387.6K | 0.12% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 9,985 | $389.2K | 0.09% | −205−2.0% | Reduced |
| Hourglass Capital, LLC | 10,000 | $389.8K | 0.12% | −10,000−50.0% | Reduced |
| American Assets Inc | 10,000 | $389.8K | 0.15% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 10,074 | $392.7K | 0.14% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 10,090 | $393.3K | 0.17% | −100−1.0% | Reduced |
| Summit Trail Advisors, LLC | 10,111 | $394.1K | 0.01% | +129+1.3% | Added |
| Tobam | 10,125 | $395.0K | 0.04% | +1,389+15.9% | Added |
| Cypress Capital Group | 10,187 | $397.1K | 0.05% | +90+0.9% | Added |
| Taylor Hoffman Wealth Management | 10,188 | $397.1K | 0.17% | −481−4.5% | Reduced |
| Applied Finance Capital Management, LLC | 10,208 | $397.9K | 0.03% | +1,206+13.4% | Added |
| Perpetual Ltd | 10,851 | $398.2K | 0.00% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 10,231 | $398.8K | 0.19% | +1,122+12.3% | Added |
| Good Life Advisors, LLC | 10,244 | $399.3K | 0.04% | +181+1.8% | Added |
| Forum Financial Management, LP | 10,298 | $401.4K | 0.01% | 00.0% | Unchanged |
| Verum Partners LLC | 10,312 | $401.9K | 0.14% | +11+0.1% | Added |
| Successful Portfolios LLC | 10,334 | $402.8K | 0.27% | +50.0% | Added |
| Valley National Advisers Inc | 10,377 | $404.0K | 0.06% | +50+0.5% | Added |
| Keudell/Morrison Wealth Management | 10,527 | $410.3K | 0.12% | +1,266+13.7% | Added |
| Roman Butler Fullerton & Co | 10,810 | $411.4K | 0.15% | +126+1.2% | Added |
| HF Advisory Group, LLC | 10,555 | $411.4K | 0.23% | +10,555 | New |
| Chiron Capital Management, LLC | 10,605 | $413.4K | 0.38% | −695−6.2% | Reduced |
| Wilkins Investment Counsel Inc | 10,620 | $414.0K | 0.06% | +10,620 | New |
| Nomura Holdings Inc | 10,648 | $415.1K | 0.00% | −16,246−60.4% | Reduced |
| Legacy Capital Group California, Inc. | 10,797 | $420.9K | 0.16% | −413−3.7% | Reduced |
| First Manhattan Co | 10,800 | $421.5K | 0.00% | +7,730+251.8% | Added |
| Fullerton Fund Management Co Ltd. | 10,820 | $421.8K | 0.02% | +10,820 | New |
| Checchi Capital Advisers, LLC | 10,836 | $422.4K | 0.03% | +1,123+11.6% | Added |
| Pine Harbor Wealth Management, LLC | 10,842 | $422.6K | 0.27% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,872 | $423.8K | 0.02% | −719−6.2% | Reduced |
| Tocqueville Asset Management L.P. | 10,877 | $424.0K | 0.01% | −4,731−30.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,946 | $426.7K | 0.01% | +77+0.7% | Added |
| Headinvest, LLC | 10,963 | $427.3K | 0.08% | −14,175−56.4% | Reduced |
| BSW Wealth Partners | 10,974 | $427.8K | 0.07% | −1,242−10.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,976 | $427.8K | 0.01% | +13+0.1% | Added |
| Aspiriant, LLC | 11,001 | $428.8K | 0.02% | −1,914−14.8% | Reduced |
| Norway Savings Bank | 11,086 | $432.1K | 0.18% | −3,623−24.6% | Reduced |
| American National Bank & Trust Co | 11,137 | $434.0K | 0.10% | +11,137 | New |
| 1776 Wealth LLC | 11,150 | $434.6K | 0.21% | −339−3.0% | Reduced |
| Qtron Investments LLC | 11,154 | $434.8K | 0.06% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 11,195 | $436.4K | 0.13% | −150−1.3% | Reduced |
| Concord Asset Management, LLC | 11,222 | $437.4K | 0.12% | −846−7.0% | Reduced |
| Clarius Group, LLC | 11,254 | $438.7K | 0.03% | +231+2.1% | Added |
| Klingman & Associates, LLC | 11,257 | $438.8K | 0.03% | +45+0.4% | Added |
| Koshinski Asset Management, Inc. | 11,352 | $442.5K | 0.05% | +11,352 | New |