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 |
|---|---|---|---|---|---|
| Montchanin Asset Management, LLC | 11,975 | $467.0K | 0.46% | +11,975 | New |
| Kingswood Wealth Advisors, LLC | 11,950 | $465.8K | 0.05% | −108−0.9% | Reduced |
| Geneos Wealth Management Inc. | 11,895 | $463.7K | 0.02% | −702−5.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 11,886 | $463.3K | 0.21% | −2,734−18.7% | Reduced |
| Westhampton Capital, LLC | 11,870 | $462.7K | 0.25% | −100−0.8% | Reduced |
| Pathway Financial Advisors LLC | 11,864 | $462.5K | 0.13% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 11,831 | $461.2K | 0.09% | +779+7.0% | Added |
| Crawford Investment Counsel Inc | 11,778 | $459.1K | 0.01% | +2,512+27.1% | Added |
| Colony Group, LLC | 11,745 | $458.0K | 0.00% | +11,745 | New |
| United Community Bank | 12,028 | $457.0K | 0.18% | +5,746+91.5% | Added |
| Farmers Trust Co | 11,690 | $455.7K | 0.09% | −500−4.1% | Reduced |
| Sculati Wealth Management, LLC | 11,659 | $454.5K | 0.20% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11,642 | $453.8K | 0.10% | +79+0.7% | Added |
| NBT Bank N A | 11,613 | $452.7K | 0.03% | −532−4.4% | Reduced |
| Tradewinds, LLC. | 11,603 | $452.3K | 0.40% | +11,603 | New |
| Archer Investment Corp | 11,578 | $451.3K | 0.14% | +11,370+5,466.3% | Added |
| Infrastructure Capital Advisors, LLC | 11,560 | $450.6K | 0.06% | −54,000−82.4% | Reduced |
| Boltwood Capital Management | 11,515 | $448.9K | 0.14% | +495+4.5% | Added |
| Greenleaf Trust | 11,495 | $448.1K | 0.00% | −2,700−19.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,481 | $447.5K | 0.05% | +4,936+75.4% | Added |
| Alliance Wealth Advisors, LLC | 11,407 | $444.6K | 0.28% | −44−0.4% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,381 | $443.6K | 0.00% | +94+0.8% | Added |
| Live Oak Private Wealth LLC | 11,359 | $442.8K | 0.08% | −60−0.5% | Reduced |
| Koshinski Asset Management, Inc. | 11,352 | $442.5K | 0.05% | +11,352 | New |
| Klingman & Associates, LLC | 11,257 | $438.8K | 0.03% | +45+0.4% | Added |
| Clarius Group, LLC | 11,254 | $438.7K | 0.03% | +231+2.1% | Added |
| Concord Asset Management, LLC | 11,222 | $437.4K | 0.12% | −846−7.0% | Reduced |
| Uncommon Cents Investing LLC | 11,195 | $436.4K | 0.13% | −150−1.3% | Reduced |
| Qtron Investments LLC | 11,154 | $434.8K | 0.06% | 00.0% | Unchanged |
| 1776 Wealth LLC | 11,150 | $434.6K | 0.21% | −339−3.0% | Reduced |
| American National Bank & Trust Co | 11,137 | $434.0K | 0.10% | +11,137 | New |
| Norway Savings Bank | 11,086 | $432.1K | 0.18% | −3,623−24.6% | Reduced |
| Aspiriant, LLC | 11,001 | $428.8K | 0.02% | −1,914−14.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,976 | $427.8K | 0.01% | +13+0.1% | Added |
| BSW Wealth Partners | 10,974 | $427.8K | 0.07% | −1,242−10.2% | Reduced |
| Headinvest, LLC | 10,963 | $427.3K | 0.08% | −14,175−56.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,946 | $426.7K | 0.01% | +77+0.7% | Added |
| Tocqueville Asset Management L.P. | 10,877 | $424.0K | 0.01% | −4,731−30.3% | Reduced |
| NorthRock Partners, LLC | 10,872 | $423.8K | 0.02% | −719−6.2% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,842 | $422.6K | 0.27% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 10,836 | $422.4K | 0.03% | +1,123+11.6% | Added |
| Fullerton Fund Management Co Ltd. | 10,820 | $421.8K | 0.02% | +10,820 | New |
| First Manhattan Co | 10,800 | $421.5K | 0.00% | +7,730+251.8% | Added |
| Legacy Capital Group California, Inc. | 10,797 | $420.9K | 0.16% | −413−3.7% | Reduced |
| Nomura Holdings Inc | 10,648 | $415.1K | 0.00% | −16,246−60.4% | Reduced |
| Wilkins Investment Counsel Inc | 10,620 | $414.0K | 0.06% | +10,620 | New |
| Chiron Capital Management, LLC | 10,605 | $413.4K | 0.38% | −695−6.2% | Reduced |
| HF Advisory Group, LLC | 10,555 | $411.4K | 0.23% | +10,555 | New |
| Roman Butler Fullerton & Co | 10,810 | $411.4K | 0.15% | +126+1.2% | Added |
| Keudell/Morrison Wealth Management | 10,527 | $410.3K | 0.12% | +1,266+13.7% | Added |
| Valley National Advisers Inc | 10,377 | $404.0K | 0.06% | +50+0.5% | Added |
| Successful Portfolios LLC | 10,334 | $402.8K | 0.27% | +50.0% | Added |
| Verum Partners LLC | 10,312 | $401.9K | 0.14% | +11+0.1% | Added |
| Forum Financial Management, LP | 10,298 | $401.4K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,244 | $399.3K | 0.04% | +181+1.8% | Added |
| Hoxton Planning & Management, LLC | 10,231 | $398.8K | 0.19% | +1,122+12.3% | Added |
| Perpetual Ltd | 10,851 | $398.2K | 0.00% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 10,208 | $397.9K | 0.03% | +1,206+13.4% | Added |
| Taylor Hoffman Wealth Management | 10,188 | $397.1K | 0.17% | −481−4.5% | Reduced |
| Cypress Capital Group | 10,187 | $397.1K | 0.05% | +90+0.9% | Added |
| Tobam | 10,125 | $395.0K | 0.04% | +1,389+15.9% | Added |
| Summit Trail Advisors, LLC | 10,111 | $394.1K | 0.01% | +129+1.3% | Added |
| Pettee Investors, Inc. | 10,090 | $393.3K | 0.17% | −100−1.0% | Reduced |
| ForthRight Wealth Management, LLC | 10,074 | $392.7K | 0.14% | 00.0% | Unchanged |
| 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 |
| Eudaimonia Partners, LLC | 9,985 | $389.2K | 0.09% | −205−2.0% | Reduced |
| WealthTrust Axiom LLC | 9,944 | $387.6K | 0.12% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 9,934 | $387.2K | 0.13% | −10−0.1% | Reduced |
| Rakuten Securities, Inc. | 9,931 | $387.1K | 0.17% | −1,091−9.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,927 | $386.8K | 0.01% | −2,471−19.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 9,904 | $386.1K | 0.10% | −240−2.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,869 | $384.7K | 0.01% | −402−3.9% | Reduced |
| Equitable Holdings, Inc. | 9,853 | $384.1K | 0.00% | +1,031+11.7% | Added |
| GW Henssler & Associates Ltd | 9,824 | $382.9K | 0.02% | +663+7.2% | Added |
| Southeast Asset Advisors Inc. | 9,765 | $380.6K | 0.05% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 9,745 | $379.9K | 0.01% | −3,220−24.8% | Reduced |
| IHT Wealth Management, LLC | 9,721 | $378.9K | 0.02% | +141+1.5% | Added |
| Beverly Hills Private Wealth, LLC | 9,673 | $377.1K | 0.09% | +3,380+53.7% | Added |
| Westpac Banking Corp | 9,645 | $376.0K | 0.03% | −20.0% | Reduced |
| Secure Asset Management, LLC | 9,604 | $374.4K | 0.09% | −3,249−25.3% | Reduced |
| Bristlecone Advisors, LLC | 9,604 | $374.4K | 0.03% | −159−1.6% | Reduced |
| NFP Retirement, Inc. | 9,570 | $373.0K | 0.03% | +191+2.0% | Added |
| Rede Wealth, LLC | 9,567 | $372.9K | 0.16% | −5,392−36.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 9,504 | $370.5K | 0.07% | +313+3.4% | Added |
| Parallel Advisors, LLC | 9,370 | $365.2K | 0.01% | +1,671+21.7% | Added |
| Everett Harris & Co | 9,298 | $362.4K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 9,298 | $362.4K | 0.01% | +906+10.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,295 | $362.3K | 0.01% | +9,295 | New |
| Kovack Advisors, Inc. | 9,250 | $360.6K | 0.04% | −113−1.2% | Reduced |
| Haverford Trust Co | 9,187 | $358.1K | 0.00% | +49+0.5% | Added |
| MTM Investment Management, LLC | 9,182 | $357.9K | 0.15% | −2,729−22.9% | Reduced |
| Summit Asset Management, LLC | 9,160 | $357.0K | 0.08% | +18+0.2% | Added |
| Venturi Wealth Management, LLC | 9,142 | $356.4K | 0.02% | +1,750+23.7% | Added |
| Shepherd Financial Partners LLC | 9,140 | $356.3K | 0.05% | −1,518−14.2% | Reduced |
| Parthenon LLC | 9,112 | $355.2K | 0.05% | −76−0.8% | Reduced |
| Hayek Kallen Investment Management | 9,047 | $353.0K | 0.14% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 9,054 | $352.9K | 0.20% | −124−1.4% | Reduced |
| Grey Street Capital, LLC | 9,034 | $352.1K | 0.05% | +9,034 | New |
| Centennial Wealth Advisory LLC | 9,024 | $351.8K | 0.16% | +78+0.9% | Added |