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 |
|---|---|---|---|---|---|
| Thompson Investment Management, Inc. | 15,476 | $603.3K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 15,476 | $603.3K | 0.02% | +6,999+82.6% | Added |
| Inspirion Wealth Advisors, LLC | 15,500 | $604.2K | 0.10% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 15,546 | $606.0K | 0.00% | +20.0% | Added |
| Strategic Advisors LLC | 15,600 | $608.1K | 0.12% | −5,720−26.8% | Reduced |
| PGGM Investments | 15,679 | $611.0K | 0.01% | +15,679 | New |
| Atticus Wealth Management, LLC | 15,784 | $615.3K | 0.20% | −104−0.7% | Reduced |
| Trust Asset Management LLC | 15,787 | $615.4K | 0.05% | 00.0% | Unchanged |
| FLC Capital Advisors | 15,849 | $617.8K | 0.16% | −20−0.1% | Reduced |
| Vaughan David Investments LLC | 15,852 | $618.0K | 0.02% | −2,586−14.0% | Reduced |
| HM Payson & Co | 15,912 | $620.3K | 0.01% | −2,661−14.3% | Reduced |
| Stratos Wealth Advisors, LLC | 15,925 | $620.8K | 0.04% | +63+0.4% | Added |
| Smith, Salley & Associates | 15,954 | $621.9K | 0.05% | −12,869−44.6% | Reduced |
| Franklin Street Advisors Inc | 15,971 | $623.0K | 0.05% | −1,000−5.9% | Reduced |
| Dudley Capital Management, LLC | 16,482 | $632.4K | 0.37% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 16,395 | $639.1K | 0.05% | +16,395 | New |
| North Star Investment Management Corp. | 16,420 | $640.0K | 0.05% | −29,528−64.3% | Reduced |
| Mayfair Advisory Group, LLC | 16,442 | $640.9K | 0.47% | +1,895+13.0% | Added |
| OmniStar Financial Group, Inc. | 16,572 | $646.0K | 0.59% | −3,913−19.1% | Reduced |
| Resources Management Corp | 16,600 | $647.0K | 0.09% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 16,712 | $651.4K | 0.45% | −337−2.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 16,788 | $654.4K | 0.17% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 16,800 | $654.9K | 0.02% | −275−1.6% | Reduced |
| Rossmore Private Capital | 16,817 | $655.5K | 0.09% | −2,866−14.6% | Reduced |
| Icon Wealth Advisors, LLC | 16,861 | $657.2K | 0.06% | −11,479−40.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,868 | $657.5K | 0.05% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 16,920 | $659.5K | 0.32% | 00.0% | Unchanged |
| Busey Wealth Management | 16,989 | $662.2K | 0.02% | −1,641−8.8% | Reduced |
| MAI Capital Management | 16,995 | $662.5K | 0.01% | +8,210+93.5% | Added |
| Gabelli Funds LLC | 17,000 | $662.7K | 0.00% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 17,000 | $662.7K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 17,044 | $664.4K | 0.34% | −201−1.2% | Reduced |
| Canal Capital Management, LLC | 17,220 | $671.2K | 0.11% | +89+0.5% | Added |
| Meadow Creek Wealth Advisors LLC | 17,327 | $675.4K | 0.47% | −599−3.3% | Reduced |
| Impact Partnership Wealth, LLC | 17,397 | $678.2K | 0.27% | −3,273−15.8% | Reduced |
| Cunning Capital Partners, LP | 17,500 | $682.0K | 0.38% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 17,525 | $683.1K | 0.01% | −2,500−12.5% | Reduced |
| Leisure Capital Management | 17,536 | $683.6K | 0.34% | +718+4.3% | Added |
| Outfitter Financial LLC | 17,637 | $687.5K | 0.56% | −1,860−9.5% | Reduced |
| Private Trust Co NA | 17,687 | $689.4K | 0.07% | +675+4.0% | Added |
| Sumitomo Life Insurance Co | 17,812 | $694.3K | 0.02% | −995−5.3% | Reduced |
| Wealth Quarterback LLC | 17,833 | $695.1K | 0.39% | −3,734−17.3% | Reduced |
| TCW Group Inc | 17,946 | $699.5K | 0.01% | −3,111−14.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 17,990 | $701.3K | 0.11% | −1,259−6.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,105 | $705.7K | 0.05% | −879−4.6% | Reduced |
| Sheets Smith Wealth Management | 18,157 | $707.8K | 0.08% | +180+1.0% | Added |
| Driehaus Capital Management LLC | 18,176 | $708.5K | 0.01% | +18,176 | New |
| MBL Wealth, LLC | 18,244 | $711.2K | 0.08% | −13,818−43.1% | Reduced |
| Meitav Dash Investments Ltd | 18,288 | $712.9K | 0.01% | −390−2.1% | Reduced |
| Ignite Planners, LLC | 18,583 | $713.0K | 0.20% | −3,868−17.2% | Reduced |
| Coldstream Capital Management Inc | 18,319 | $714.1K | 0.02% | +1,461+8.7% | Added |
| Stevens Capital Management LP | 18,335 | $715.0K | 0.14% | +4,606+33.5% | Added |
| Brown Brothers Harriman & Co | 18,506 | $721.4K | 0.01% | −2,977−13.9% | Reduced |
| Pitcairn Co | 18,561 | $723.5K | 0.05% | +618+3.4% | Added |
| CSS LLC | 18,618 | $725.7K | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 18,792 | $732.5K | 0.07% | +1,872+11.1% | Added |
| ISAM Funds (UK) Ltd | 18,814 | $733.4K | 0.42% | +9,549+103.1% | Added |
| RMR Wealth Builders | 18,841 | $734.4K | 0.09% | −356−1.9% | Reduced |
| Todd Asset Management LLC | 18,860 | $735.2K | 0.02% | +18,860 | New |
| American Trust | 18,904 | $736.9K | 0.07% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 19,005 | $740.8K | 0.03% | −974−4.9% | Reduced |
| Trust Investment Advisors | 19,031 | $741.8K | 0.54% | −46−0.2% | Reduced |
| Trust Co of Virginia | 19,158 | $746.8K | 0.07% | −800−4.0% | Reduced |
| Invst, LLC | 19,604 | $752.2K | 0.09% | +19,604 | New |
| Umb Bank N A | 19,373 | $755.2K | 0.01% | −40,249−67.5% | Reduced |
| Siemens Fonds Invest GmbH | 19,474 | $759.1K | 0.06% | −585−2.9% | Reduced |
| Cornerstone Advisory, LLC | 19,646 | $765.8K | 0.11% | +80+0.4% | Added |
| Financial Advocates Investment Management | 19,707 | $768.2K | 0.04% | +1,752+9.8% | Added |
| Lebenthal Global Advisors, LLC | 19,762 | $770.3K | 0.17% | +1,131+6.1% | Added |
| City Holding Co | 19,782 | $770.9K | 0.12% | +4,720+31.3% | Added |
| AlTi Global, Inc. | 19,843 | $773.5K | 0.02% | +1,607+8.8% | Added |
| Fee-Only Financial Planning, L.C. | 20,014 | $780.1K | 0.53% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20,030 | $780.8K | 0.03% | −10,289−33.9% | Reduced |
| Cipher Capital LP | 20,147 | $785.3K | 0.36% | +20,147 | New |
| First Horizon Advisors, Inc. | 20,165 | $786.1K | 0.02% | −354−1.7% | Reduced |
| Moneta Group Investment Advisors LLC | 20,207 | $787.7K | 0.01% | +1,884+10.3% | Added |
| Northwest Bank & Trust Co | 21,061 | $790.6K | 0.73% | +39+0.2% | Added |
| Clearstead Advisors, LLC | 20,512 | $803.6K | 0.04% | −473−2.3% | Reduced |
| Cravens & Co Advisors, LLC | 20,705 | $807.1K | 0.67% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 20,777 | $809.9K | 0.09% | −9,045−30.3% | Reduced |
| Park Circle Co | 20,930 | $815.9K | 0.76% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 21,064 | $821.1K | 0.12% | +6,373+43.4% | Added |
| Capital Asset Advisory Services LLC | 21,683 | $825.9K | 0.05% | −365−1.7% | Reduced |
| AlphaStar Capital Management, LLC | 21,271 | $829.1K | 0.09% | +12,563+144.3% | Added |
| Buckingham Strategic Partners | 21,301 | $830.3K | 0.02% | +10,355+94.6% | Added |
| Fox Run Management, L.L.C. | 21,324 | $831.2K | 0.18% | +21,324 | New |
| Staley Capital Advisers Inc | 21,500 | $838.1K | 0.04% | 00.0% | Unchanged |
| LVW Advisors, LLC | 21,662 | $844.4K | 0.14% | +4,394+25.4% | Added |
| PEAK6 Investments LLC | 21,706 | $846.1K | 0.04% | +12,427+133.9% | Added |
| RSM US Wealth Management LLC | 21,801 | $849.8K | 0.02% | +49+0.2% | Added |
| HighPoint Advisor Group LLC | 21,724 | $851.0K | 0.06% | −1,282−5.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 21,915 | $854.2K | 0.41% | 00.0% | Unchanged |
| Capital Management Associates | 21,967 | $856.3K | 1.02% | −3,622−14.2% | Reduced |
| Carson Advisory Inc. | 21,978 | $856.7K | 0.60% | +50+0.2% | Added |
| Midland Wealth Advisors LLC | 22,054 | $859.7K | 0.05% | −1,036−4.5% | Reduced |
| Marino, Stram & Associates LLC | 22,104 | $861.6K | 0.20% | +226+1.0% | Added |
| Certified Advisory Corp | 22,183 | $864.7K | 0.12% | −352−1.6% | Reduced |
| Leavell Investment Management, Inc. | 22,206 | $866.0K | 0.05% | −1,650−6.9% | Reduced |
| Fort Sheridan Advisors LLC | 22,282 | $868.5K | 0.16% | +70.0% | Added |
| Monument Capital Management | 22,304 | $869.4K | 0.25% | +70.0% | Added |