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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 11,359 | $442.8K | 0.08% | −60−0.5% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,381 | $443.6K | 0.00% | +94+0.8% | Added |
| Alliance Wealth Advisors, LLC | 11,407 | $444.6K | 0.28% | −44−0.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,481 | $447.5K | 0.05% | +4,936+75.4% | Added |
| Greenleaf Trust | 11,495 | $448.1K | 0.00% | −2,700−19.0% | Reduced |
| Boltwood Capital Management | 11,515 | $448.9K | 0.14% | +495+4.5% | Added |
| Infrastructure Capital Advisors, LLC | 11,560 | $450.6K | 0.06% | −54,000−82.4% | Reduced |
| Archer Investment Corp | 11,578 | $451.3K | 0.14% | +11,370+5,466.3% | Added |
| Tradewinds, LLC. | 11,603 | $452.3K | 0.40% | +11,603 | New |
| NBT Bank N A | 11,613 | $452.7K | 0.03% | −532−4.4% | Reduced |
| Longfellow Investment Management Co LLC | 11,642 | $453.8K | 0.10% | +79+0.7% | Added |
| Sculati Wealth Management, LLC | 11,659 | $454.5K | 0.20% | 00.0% | Unchanged |
| Farmers Trust Co | 11,690 | $455.7K | 0.09% | −500−4.1% | Reduced |
| United Community Bank | 12,028 | $457.0K | 0.18% | +5,746+91.5% | Added |
| Colony Group, LLC | 11,745 | $458.0K | 0.00% | +11,745 | New |
| Crawford Investment Counsel Inc | 11,778 | $459.1K | 0.01% | +2,512+27.1% | Added |
| Premier Path Wealth Partners, LLC | 11,831 | $461.2K | 0.09% | +779+7.0% | Added |
| Pathway Financial Advisors LLC | 11,864 | $462.5K | 0.13% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 11,870 | $462.7K | 0.25% | −100−0.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 11,886 | $463.3K | 0.21% | −2,734−18.7% | Reduced |
| Geneos Wealth Management Inc. | 11,895 | $463.7K | 0.02% | −702−5.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,950 | $465.8K | 0.05% | −108−0.9% | Reduced |
| Montchanin Asset Management, LLC | 11,975 | $467.0K | 0.46% | +11,975 | New |
| Washington Capital Management Inc | 12,000 | $467.8K | 0.38% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 12,015 | $468.4K | 0.06% | −2,376−16.5% | Reduced |
| Keel Point, LLC | 12,075 | $470.7K | 0.05% | +162+1.4% | Added |
| Texas Yale Capital Corp. | 12,118 | $472.4K | 0.02% | +280+2.4% | Added |
| Cidel Asset Management Inc | 12,123 | $472.6K | 0.04% | +1,093+9.9% | Added |
| Tandem Investment Advisors, Inc. | 12,154 | $474.0K | 0.02% | +231+1.9% | Added |
| FSB Premier Wealth Management, Inc. | 12,184 | $474.9K | 0.22% | −276−2.2% | Reduced |
| Exencial Wealth Advisors, LLC | 12,353 | $481.5K | 0.02% | −108−0.9% | Reduced |
| IFP Advisors, Inc | 12,429 | $484.4K | 0.02% | +3,884+45.5% | Added |
| Smartleaf Asset Management LLC | 12,562 | $484.8K | 0.09% | −1,418−10.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12,473 | $485.0K | 0.29% | −193−1.5% | Reduced |
| Centaurus Financial, Inc. | 12,446 | $485.0K | 0.03% | +2,363+23.4% | Added |
| Quadrant Private Wealth Management, LLC | 12,445 | $485.1K | 0.12% | −235−1.9% | Reduced |
| Hamilton Capital Partners Inc. | 12,600 | $491.1K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 12,675 | $494.1K | 0.03% | +980+8.4% | Added |
| X-Square Capital, LLC | 12,989 | $497.0K | 0.24% | −16,035−55.2% | Reduced |
| Intrust Bank NA | 12,891 | $502.5K | 0.05% | +244+1.9% | Added |
| Chilton Investment Co LLC | 12,950 | $504.8K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 13,000 | $506.7K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 13,006 | $507.0K | 0.03% | +766+6.3% | Added |
| Wealth Alliance Advisory Group, LLC | 13,011 | $507.2K | 0.12% | +387+3.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $511.5K | 0.16% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 13,165 | $513.2K | 0.02% | +5,305+67.5% | Added |
| Eqis Capital Management, Inc. | 13,179 | $513.7K | 0.04% | +3,111+30.9% | Added |
| Gsa Capital Partners LLP | 13,191 | $514.0K | 0.04% | +6,500+97.1% | Added |
| Waterloo Capital, L.P. | 13,187 | $514.0K | 0.07% | +5,668+75.4% | Added |
| Bard Financial Services, Inc. | 13,200 | $514.5K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 13,237 | $516.0K | 0.02% | +13,237 | New |
| Proequities, Inc. | 13,288 | $518.0K | 0.03% | +310+2.4% | Added |
| Chemung Canal Trust Co | 13,323 | $519.3K | 0.10% | +7,784+140.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,350 | $520.4K | 0.03% | −101−0.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,384 | $521.7K | 0.13% | +119+0.9% | Added |
| Balentine LLC | 13,437 | $523.8K | 0.02% | +1,684+14.3% | Added |
| Naples Global Advisors, LLC | 13,463 | $524.8K | 0.05% | +326+2.5% | Added |
| Penserra Capital Management LLC | 13,518 | $525.0K | 0.01% | −5,851−30.2% | Reduced |
| Cobblestone Capital Advisors LLC | 13,484 | $525.6K | 0.03% | +3,907+40.8% | Added |
| Marcum Wealth, LLC | 13,515 | $526.8K | 0.05% | +1,632+13.7% | Added |
| Pinnacle Holdings, LLC | 13,520 | $527.0K | 0.21% | −527−3.8% | Reduced |
| David Loasby | 13,553 | $528.2K | 0.05% | +4,017+42.1% | Added |
| Aspire Private Capital, LLC | 13,603 | $530.3K | 0.14% | +1,483+12.2% | Added |
| Partners in Financial Planning | 13,611 | $530.6K | 0.12% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 13,847 | $539.8K | 0.01% | −3,997−22.4% | Reduced |
| Hilltop National Bank | 13,936 | $543.2K | 0.18% | +13,936 | New |
| BlueMar Capital Management, LLC | 14,012 | $546.2K | 0.92% | +14,012 | New |
| Prosperity Wealth Management, Inc. | 14,024 | $546.7K | 0.26% | 00.0% | Unchanged |
| Headlands Technologies LLC | 14,054 | $547.8K | 0.13% | +8,011+132.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,064 | $548.2K | 0.09% | +964+7.4% | Added |
| Cigna Investments Inc | 14,067 | $549.0K | 0.10% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 14,098 | $549.6K | 0.22% | +6,056+75.3% | Added |
| Community Trust & Investment Co | 14,175 | $552.5K | 0.04% | −168−1.2% | Reduced |
| Evercore Wealth Management, LLC | 14,248 | $555.4K | 0.01% | +1,190+9.1% | Added |
| Brady Family Wealth, LLC | 14,359 | $559.7K | 0.18% | +119+0.8% | Added |
| Insigneo Advisory Services, LLC | 14,373 | $560.3K | 0.07% | −674−4.5% | Reduced |
| Versor Investments LP | 14,400 | $561.3K | 0.11% | +14,400 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,416 | $561.9K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,427 | $562.4K | 0.02% | −452−3.0% | Reduced |
| Prelude Capital Management, LLC | 14,520 | $566.0K | 0.04% | +547+3.9% | Added |
| Montag & Caldwell, LLC | 14,562 | $567.6K | 0.10% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 14,582 | $568.4K | 0.38% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 14,602 | $569.2K | 0.25% | −1,003−6.4% | Reduced |
| Panagora Asset Management Inc | 14,654 | $571.2K | 0.00% | −1,190,537−98.8% | Reduced |
| Altus Wealth Group LLC | 14,702 | $573.1K | 0.29% | +972+7.1% | Added |
| Provident Investment Management, Inc. | 14,720 | $573.8K | 0.05% | +7,695+109.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,777 | $576.0K | 0.34% | 00.0% | Unchanged |
| PFG Investments, LLC | 14,784 | $576.3K | 0.03% | +8,508+135.6% | Added |
| Strategic Blueprint, LLC | 14,819 | $577.6K | 0.04% | +560+3.9% | Added |
| Essex Financial Services, Inc. | 14,826 | $577.9K | 0.05% | −691−4.5% | Reduced |
| Ransom Advisory, Ltd | 14,836 | $578.3K | 0.31% | +14,836 | New |
| Convergence Investment Partners, LLC | 14,842 | $579.0K | 0.22% | +5,254+54.8% | Added |
| Hennessy Advisors Inc | 15,000 | $584.7K | 0.02% | −13,000−46.4% | Reduced |
| Fiduciary Group LLC | 15,040 | $586.3K | 0.06% | −639−4.1% | Reduced |
| Aull & Monroe Investment Management Corp | 15,043 | $586.4K | 0.27% | −10−0.1% | Reduced |
| Cooper Financial Group | 15,210 | $592.9K | 0.10% | +328+2.2% | Added |
| Central Pacific Bank - Trust Division | 15,500 | $594.7K | 0.07% | +15,500 | New |
| Federation des caisses Desjardins du Quebec | 15,571 | $596.4K | 0.00% | +8,992+136.7% | Added |
| Delta Accumulation, LLC | 15,324 | $597.3K | 3.70% | +60.0% | Added |
| Park Place Capital Corp | 15,468 | $603.0K | 0.22% | −1,370−8.1% | Reduced |