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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 33,664 | $1.31M | 0.07% | −5,323−13.7% | Reduced |
| Simplicity Wealth,LLC | 33,698 | $1.31M | 0.03% | +33,698 | New |
| MCF Advisors LLC | 33,735 | $1.31M | 0.10% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 33,742 | $1.32M | 0.39% | −1,711−4.8% | Reduced |
| Bleakley Financial Group, LLC | 33,902 | $1.32M | 0.04% | +4,012+13.4% | Added |
| Teacher Retirement System of Texas | 33,922 | $1.32M | 0.01% | −216,357−86.4% | Reduced |
| New England Research & Management, Inc. | 34,050 | $1.33M | 0.65% | −262−0.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 35,611 | $1.33M | 0.25% | −1,072−2.9% | Reduced |
| Quadcap Wealth Management, LLC | 34,111 | $1.33M | 0.30% | −5,246−13.3% | Reduced |
| Berkeley Capital Partners, LLC | 34,520 | $1.35M | 0.41% | −774−2.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 36,518 | $1.35M | 0.52% | −4,293−10.5% | Reduced |
| Sequoia Financial Advisors, LLC | 34,594 | $1.35M | 0.02% | −9,173−21.0% | Reduced |
| Silvercrest Asset Management Group LLC | 34,856 | $1.36M | 0.01% | −4,965−12.5% | Reduced |
| Park Avenue Securities LLC | 34,955 | $1.36M | 0.02% | +492+1.4% | Added |
| Blair William & Co | 35,057 | $1.37M | 0.00% | −5,149−12.8% | Reduced |
| Financial Security Advisor, Inc. | 35,283 | $1.38M | 0.48% | +99+0.3% | Added |
| Arcus Capital Partners, LLC | 35,526 | $1.38M | 0.44% | −6,920−16.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 35,801 | $1.40M | 0.90% | −2,815−7.3% | Reduced |
| Rakuten Investment Management, Inc. | 35,864 | $1.40M | 0.01% | +32,568+988.1% | Added |
| Canandaigua National Bank & Trust Co | 35,909 | $1.40M | 0.21% | +25,533+246.1% | Added |
| Machina Capital S.A.S. | 36,065 | $1.41M | 0.74% | +25,835+252.5% | Added |
| Ronald Blue Trust, Inc. | 36,261 | $1.41M | 0.02% | −13,013−26.4% | Reduced |
| St. Johns Investment Management Company, LLC | 36,338 | $1.42M | 0.68% | +4,083+12.7% | Added |
| Neville Rodie & Shaw Inc | 36,373 | $1.42M | 0.11% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 36,493 | $1.42M | 0.07% | +185+0.5% | Added |
| Wealth Alliance | 36,508 | $1.42M | 0.19% | +411+1.1% | Added |
| Diamant Asset Management, Inc. | 36,511 | $1.42M | 0.99% | −3,085−7.8% | Reduced |
| Spire Wealth Management | 36,707 | $1.43M | 0.04% | +7,652+26.3% | Added |
| Physicians Financial Services, Inc. | 36,827 | $1.44M | 0.51% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 36,875 | $1.44M | 0.06% | +6,826+22.7% | Added |
| Twin City Private Wealth, LLC | 37,046 | $1.44M | 1.42% | +37,046 | New |
| Heritage Trust Co | 37,164 | $1.45M | 0.19% | +450+1.2% | Added |
| Walleye Trading LLC | 37,250 | $1.45M | 0.02% | −29,458−44.2% | Reduced |
| Kinneret Advisory, LLC | 37,289 | $1.45M | 0.15% | −116−0.3% | Reduced |
| IFG Advisory, LLC | 37,390 | $1.46M | 0.11% | −2,862−7.1% | Reduced |
| Financial Partners Group, LLC | 37,593 | $1.47M | 0.57% | −2,424−6.1% | Reduced |
| RKL Wealth Management LLC | 38,012 | $1.48M | 0.15% | +814+2.2% | Added |
| Raleigh Capital Management Inc. | 38,028 | $1.48M | 0.64% | −3,244−7.9% | Reduced |
| Tredje AP-fonden | 38,143 | $1.49M | 0.02% | 00.0% | Unchanged |
| Icon Advisers Inc | 39,100 | $1.50M | 0.33% | 00.0% | Unchanged |
| Trust Co of Vermont | 38,562 | $1.50M | 0.08% | +1,068+2.8% | Added |
| Colonial Trust Co | 38,577 | $1.50M | 0.28% | −570−1.5% | Reduced |
| Assetmark, Inc | 38,644 | $1.51M | 0.00% | +6,601+20.6% | Added |
| Oak Harbor Wealth Partners, LLC | 38,861 | $1.51M | 0.47% | −630−1.6% | Reduced |
| ING Groep NV | 39,279 | $1.53M | 0.01% | +39,279 | New |
| Motley Fool Asset Management LLC | 39,430 | $1.54M | 0.10% | +2,706+7.4% | Added |
| Fiduciary Family Office, LLC | 39,467 | $1.54M | 0.60% | +25,041+173.6% | Added |
| Capital Investment Advisors, LLC | 39,675 | $1.55M | 0.04% | −702−1.7% | Reduced |
| Welch & Forbes LLC | 39,687 | $1.55M | 0.02% | −4,307−9.8% | Reduced |
| Patten Group, Inc. | 39,886 | $1.55M | 0.38% | −4,452−10.0% | Reduced |
| Veriti Management LLC | 39,923 | $1.56M | 0.12% | +9,965+33.3% | Added |
| Atria Wealth Solutions, Inc. | 40,124 | $1.56M | 0.02% | −741−1.8% | Reduced |
| Norris Financial Group, LLC | 40,238 | $1.57M | 0.86% | +40,238 | New |
| United Services Automobile Association | 40,317 | $1.57M | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 40,365 | $1.57M | 0.02% | −1,882−4.5% | Reduced |
| Global Retirement Partners, LLC | 40,380 | $1.57M | 0.06% | +3,603+9.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 40,682 | $1.59M | 0.06% | +37,801+1,312.1% | Added |
| Allworth Financial LP | 40,773 | $1.59M | 0.01% | +3,277+8.7% | Added |
| Ballast, Inc. | 40,801 | $1.59M | 0.50% | +1,712+4.4% | Added |
| Atlantic Union Bankshares Corp | 41,122 | $1.60M | 0.14% | −402−1.0% | Reduced |
| CWM, LLC | 41,294 | $1.61M | 0.01% | +12,158+41.7% | Added |
| Ostrum Asset Management | 41,305 | $1.61M | 0.13% | −5,431−11.6% | Reduced |
| NBC Securities, Inc. | 41,378 | $1.61M | 0.15% | +50+0.1% | Added |
| Bahl & Gaynor Inc | 41,440 | $1.62M | 0.01% | −5,416−11.6% | Reduced |
| Citizens & Northern Corp | 42,013 | $1.64M | 0.55% | +9,297+28.4% | Added |
| Marotta Asset Management | 42,018 | $1.64M | 0.34% | −73−0.2% | Reduced |
| Winton Group Ltd | 42,033 | $1.64M | 0.12% | −9,532−18.5% | Reduced |
| GHP Investment Advisors, Inc. | 42,058 | $1.64M | 0.08% | +1,588+3.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 42,186 | $1.64M | 0.07% | +4,290+11.3% | Added |
| Sompo Asset Management Co., Ltd. | 42,300 | $1.65M | 0.27% | +790+1.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 42,322 | $1.65M | 0.04% | +107+0.3% | Added |
| Gratus Capital LLC | 42,418 | $1.65M | 0.08% | +31,579+291.3% | Added |
| First American Bank | 42,673 | $1.66M | 0.13% | +6,684+18.6% | Added |
| Heritage Wealth Advisors | 42,785 | $1.67M | 0.08% | +144+0.3% | Added |
| CIBC World Markets Inc. | 42,846 | $1.67M | 0.00% | −3,450−7.5% | Reduced |
| BHK Investment Advisors, LLC | 42,849 | $1.67M | 0.64% | +17,724+70.5% | Added |
| Hills Bank & Trust Co | 42,928 | $1.67M | 0.14% | +618+1.5% | Added |
| Bray Capital Advisors | 43,299 | $1.69M | 0.43% | +588+1.4% | Added |
| Argent Advisors, Inc. | 43,386 | $1.69M | 0.67% | −1,640−3.6% | Reduced |
| Investors Research Corp | 43,479 | $1.69M | 0.40% | −518−1.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 44,015 | $1.72M | 0.12% | −3,498−7.4% | Reduced |
| CWA Asset Management Group, LLC | 44,045 | $1.72M | 0.10% | +570+1.3% | Added |
| ZWJ Investment Counsel Inc | 44,111 | $1.72M | 0.08% | −3,838−8.0% | Reduced |
| Arvest Investments, Inc. | 44,150 | $1.72M | 0.27% | +519+1.2% | Added |
| Principal Securities, Inc. | 44,337 | $1.73M | 0.05% | +1,200+2.8% | Added |
| Argyle Capital Management Inc. | 44,350 | $1.73M | 0.67% | +2,200+5.2% | Added |
| Inspire Trust Co, N.A. | 44,657 | $1.74M | 0.97% | +19,300+76.1% | Added |
| Norinchukin Bank, The | 44,658 | $1.74M | 0.05% | −586−1.3% | Reduced |
| International Assets Investment Management, LLC | 45,696 | $1.75M | 0.18% | +17,376+61.4% | Added |
| Guardian Wealth Advisors, LLC | 45,381 | $1.77M | 0.22% | +384+0.9% | Added |
| Apollon Wealth Management, LLC | 45,459 | $1.77M | 0.06% | −1,317−2.8% | Reduced |
| Farmers National Bank | 46,209 | $1.80M | 0.54% | +18,724+68.1% | Added |
| Quantinno Capital Management LP | 46,993 | $1.83M | 0.04% | +7,250+18.2% | Added |
| Culbertson A N & Co Inc | 47,313 | $1.84M | 0.32% | −2,431−4.9% | Reduced |
| Bailard, Inc. | 47,572 | $1.85M | 0.05% | +740+1.6% | Added |
| Marco Investment Management LLC | 47,624 | $1.86M | 0.18% | −1,700−3.4% | Reduced |
| Prospera Financial Services Inc | 47,802 | $1.86M | 0.06% | −6,311−11.7% | Reduced |
| Empirical Finance, LLC | 47,938 | $1.87M | 0.11% | +1,619+3.5% | Added |
| SeaCrest Wealth Management, LLC | 47,961 | $1.87M | 0.23% | −750−1.5% | Reduced |
| Pathway Financial Advisers, LLC | 48,159 | $1.88M | 0.68% | +4,489+10.3% | Added |