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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 22,743 | $882.2K | 0.03% | +50+0.2% | Added |
| McKinley Carter Wealth Services, Inc. | 22,738 | $886.3K | 0.06% | +14,836+187.7% | Added |
| Vontobel Holding Ltd. | 22,921 | $893.5K | 0.01% | −831−3.5% | Reduced |
| Plimoth Trust Co LLC | 22,948 | $894.5K | 0.24% | −1,775−7.2% | Reduced |
| Snowden Capital Advisors LLC | 22,962 | $895.1K | 0.03% | +3,390+17.3% | Added |
| Van Leeuwen & Company, LLC | 22,963 | $895.1K | 0.45% | +37+0.2% | Added |
| South State Corp. | 22,994 | $896.3K | 0.07% | −4,040−14.9% | Reduced |
| Greenwood Capital Associates LLC | 23,343 | $909.9K | 0.12% | −366−1.5% | Reduced |
| Whittier Trust Co | 23,371 | $910.7K | 0.01% | −14,146−37.7% | Reduced |
| Wetherby Asset Management Inc | 23,402 | $912.2K | 0.04% | −565−2.4% | Reduced |
| Widmann Financial Services, Inc. | 23,403 | $912.2K | 0.77% | −331−1.4% | Reduced |
| UniSuper Management Pty Ltd | 23,552 | $918.1K | 0.01% | +21,617+1,117.2% | Added |
| Quest Partners LLC | 23,617 | $920.6K | 0.16% | +11,293+91.6% | Added |
| Van Eck Associates Corp | 23,621 | $921.0K | 0.00% | −73,414−75.7% | Reduced |
| Great Lakes Retirement, Inc. | 23,695 | $923.6K | 0.14% | −143−0.6% | Reduced |
| Lakeview Capital Partners, LLC | 23,718 | $924.5K | 0.15% | +105+0.4% | Added |
| Northwest & Ethical Investments L.P. | 23,725 | $924.8K | 0.03% | +6,225+35.6% | Added |
| Vestcor Inc | 23,727 | $925.0K | 0.03% | −4,630−16.3% | Reduced |
| DoubleLine ETF Adviser LP | 23,771 | $926.6K | 0.24% | +1,415+6.3% | Added |
| Profund Advisors LLC | 23,815 | $928.3K | 0.04% | −1,725−6.8% | Reduced |
| Ballentine Partners, LLC | 23,898 | $931.5K | 0.02% | +380+1.6% | Added |
| Glenview Trust Co | 23,948 | $933.5K | 0.02% | −510−2.1% | Reduced |
| Merit Financial Group, LLC | 24,056 | $934.6K | 0.02% | +9,150+61.4% | Added |
| Bayview Asset Management, LLC | 24,000 | $935.5K | 0.38% | +24,000 | New |
| Brighton Jones LLC | 24,124 | $940.4K | 0.03% | −3,598−13.0% | Reduced |
| Horizon Investments, LLC | 24,470 | $941.4K | 0.02% | +103+0.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 24,207 | $943.6K | 0.39% | +194+0.8% | Added |
| Summit Financial Group Inc | 24,264 | $945.8K | 0.34% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24,332 | $948.4K | 0.37% | +1,037+4.5% | Added |
| Trust Co of the South | 24,353 | $949.3K | 0.22% | −1,725−6.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 24,386 | $950.6K | 0.26% | +180+0.7% | Added |
| Lloyd Advisory Services, LLC. | 24,480 | $954.1K | 0.20% | +16,602+210.7% | Added |
| Glass Wealth Management Co LLC | 24,595 | $958.7K | 0.58% | +24,595 | New |
| Wolverine Trading, LLC | 24,629 | $960.0K | 0.01% | −52,805−68.2% | Reduced |
| Bridges Investment Management Inc | 24,650 | $960.9K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 24,786 | $966.2K | 0.10% | −365−1.5% | Reduced |
| KG&L Capital Management,LLC | 24,919 | $971.4K | 0.39% | −2,035−7.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 24,913 | $971.6K | 0.89% | −205−0.8% | Reduced |
| Select Asset Management & Trust | 24,972 | $973.0K | 0.40% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 25,076 | $977.5K | 0.00% | −576−2.2% | Reduced |
| Moody National Bank Trust Division | 25,252 | $984.3K | 0.08% | −2,906−10.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 25,298 | $986.1K | 0.01% | −6,735−21.0% | Reduced |
| Integrated Wealth Concepts LLC | 25,498 | $993.9K | 0.01% | −308−1.2% | Reduced |
| Madden Securities Corp | 25,750 | $1.00M | 0.46% | −1,500−5.5% | Reduced |
| Lido Advisors, LLC | 25,856 | $1.01M | 0.01% | +8,256+46.9% | Added |
| RBF Capital, LLC | 25,900 | $1.01M | 0.06% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 26,109 | $1.02M | 0.04% | −41,918−61.6% | Reduced |
| BKD Wealth Advisors, LLC | 26,239 | $1.02M | 0.03% | −4,964−15.9% | Reduced |
| Wealthspire Advisors, LLC | 26,248 | $1.02M | 0.01% | −1,292−4.7% | Reduced |
| PBMares Wealth Management LLC | 26,333 | $1.03M | 0.27% | +26,333 | New |
| EPG Wealth Management LLC | 26,374 | $1.03M | 0.25% | +396+1.5% | Added |
| United Bank | 26,377 | $1.03M | 0.12% | 00.0% | Unchanged |
| First County Bank | 26,399 | $1.03M | 0.50% | +2,738+11.6% | Added |
| Tower Research Capital LLC (TRC) | 26,511 | $1.03M | 0.02% | −146,445−84.7% | Reduced |
| Teza Capital Management LLC | 26,511 | $1.03M | 0.14% | +26,511 | New |
| Linden Thomas Advisory Services, LLC | 26,742 | $1.04M | 0.17% | +1,122+4.4% | Added |
| Smith Chas P & Associates Pa Cpas | 26,906 | $1.05M | 0.06% | +4,643+20.9% | Added |
| Gratus Wealth Advisors, LLC | 29,373 | $1.05M | 0.19% | +577+2.0% | Added |
| Lowe Brockenbrough & Co Inc | 27,058 | $1.05M | 0.07% | −2,151−7.4% | Reduced |
| Intrua Financial, LLC | 27,146 | $1.06M | 0.16% | +3,561+15.1% | Added |
| Galvin, Gaustad & Stein, LLC | 27,296 | $1.06M | 0.10% | −11,559−29.7% | Reduced |
| Dividend Assets Capital, LLC | 27,364 | $1.07M | 0.22% | −630−2.3% | Reduced |
| Boston Private Wealth LLC | 27,379 | $1.07M | 0.02% | +6,552+31.5% | Added |
| RFG Advisory, LLC | 27,618 | $1.08M | 0.04% | +377+1.4% | Added |
| Old North State Trust, LLC | 27,727 | $1.08M | 0.91% | +27,727 | New |
| Groupama Asset Managment | 10,622 | $1.08M | 0.02% | −14,277−57.3% | Reduced |
| Founders Financial Alliance, LLC | 27,896 | $1.09M | 0.33% | −1,197−4.1% | Reduced |
| Csenge Advisory Group | 27,924 | $1.09M | 0.06% | +579+2.1% | Added |
| Ally Financial Inc. | 28,000 | $1.09M | 0.15% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 28,047 | $1.09M | 0.18% | +5,415+23.9% | Added |
| Resources Investment Advisors, LLC. | 28,505 | $1.11M | 0.02% | +2,051+7.8% | Added |
| Voya Financial Advisors, Inc. | 28,886 | $1.11M | 0.13% | +720+2.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,654 | $1.12M | 0.15% | +2,274+8.6% | Added |
| ExodusPoint Capital Management, LP | 28,679 | $1.12M | 0.01% | +15,758+122.0% | Added |
| Alberta Investment Management Corp | 28,800 | $1.12M | 0.01% | −21,825−43.1% | Reduced |
| CNB Bank | 29,100 | $1.13M | 0.55% | −3,602−11.0% | Reduced |
| Patton Albertson Miller Group, LLC | 29,329 | $1.14M | 0.17% | +1,661+6.0% | Added |
| Jaffetilchin Investment Partners, LLC | 29,818 | $1.16M | 0.10% | −30−0.1% | Reduced |
| D.A. Davidson & Co. | 29,867 | $1.16M | 0.01% | −8,564−22.3% | Reduced |
| Davis Investment Partners, LLC | 31,508 | $1.18M | 0.52% | +2,927+10.2% | Added |
| Salzhauer Michael | 30,500 | $1.19M | 0.95% | 00.0% | Unchanged |
| BCS Wealth Management | 30,554 | $1.19M | 0.38% | −158−0.5% | Reduced |
| Taylor Financial Group, Inc. | 30,602 | $1.19M | 0.91% | −1,196−3.8% | Reduced |
| WealthShield Partners, LLC | 30,651 | $1.19M | 0.19% | −196−0.6% | Reduced |
| Applied Capital LLC | 30,704 | $1.20M | 0.97% | +1,425+4.9% | Added |
| Bank Ozk | 30,784 | $1.20M | 0.54% | −2,331−7.0% | Reduced |
| Foundations Investment Advisors, LLC | 30,826 | $1.20M | 0.03% | −114−0.4% | Reduced |
| Salomon & Ludwin, LLC | 30,863 | $1.20M | 0.10% | −26,932−46.6% | Reduced |
| Gotham Asset Management, LLC | 31,296 | $1.22M | 0.02% | −4,023−11.4% | Reduced |
| XTX Topco Ltd | 31,334 | $1.22M | 0.16% | +31,334 | New |
| ProVise Management Group, LLC | 31,335 | $1.22M | 0.11% | −1,064−3.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 31,783 | $1.24M | 0.06% | +1,520+5.0% | Added |
| InterOcean Capital Group, LLC | 31,815 | $1.24M | 0.03% | −9,135−22.3% | Reduced |
| Nicolet Bankshares Inc | 31,834 | $1.24M | 0.31% | +1,231+4.0% | Added |
| Jacobi Capital Management LLC | 31,838 | $1.24M | 0.11% | +3,505+12.4% | Added |
| CAPROCK Group, Inc. | 31,883 | $1.24M | 0.07% | −4,912−13.3% | Reduced |
| Mutual Advisors, LLC | 32,131 | $1.25M | 0.04% | +1,924+6.4% | Added |
| Ieq Capital, LLC | 33,308 | $1.30M | 0.02% | +2,638+8.6% | Added |
| Graham Capital Management, L.P. | 33,601 | $1.31M | 0.04% | −44,470−57.0% | Reduced |
| NEOS Investment Management LLC | 33,632 | $1.31M | 0.08% | +14,716+77.8% | Added |