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 |
|---|---|---|---|---|---|
| Fiducient Advisors LLC | 8,915 | $347.5K | 0.07% | −86−1.0% | Reduced |
| Pearl River Capital, LLC | 8,891 | $346.6K | 0.05% | +8,891 | New |
| Atomi Financial Group, Inc. | 8,868 | $345.7K | 0.03% | +149+1.7% | Added |
| Silver Oak Securities, Inc | 8,839 | $344.5K | 0.05% | −2,876−24.5% | Reduced |
| Intech Investment Management LLC | 8,830 | $344.2K | 0.00% | +8,830 | New |
| Tritonpoint Wealth, LLC | 7,979 | $344.0K | 0.04% | −1,488−15.7% | Reduced |
| Shell Asset Management Co | 8,832 | $343.0K | 0.02% | −2,655−23.1% | Reduced |
| New Hampshire Trust | 8,764 | $341.6K | 0.08% | −2,197−20.0% | Reduced |
| SYSTM Wealth Solutions LLC | 8,677 | $338.2K | 0.04% | −2,230−20.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,675 | $338.2K | 0.03% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 8,661 | $337.6K | 0.42% | −6,222−41.8% | Reduced |
| Harmony Asset Management LLC | 8,655 | $337.4K | 0.14% | −2,302−21.0% | Reduced |
| Searle & Co. | 8,644 | $336.9K | 0.09% | 00.0% | Unchanged |
| Capital City Trust Co | 8,624 | $336.2K | 0.09% | −1,549−15.2% | Reduced |
| Rehmann Capital Advisory Group | 8,603 | $335.4K | 0.03% | +746+9.5% | Added |
| Birmingham Capital Management Co Inc | 8,544 | $333.0K | 0.12% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8,538 | $333.0K | 0.05% | +979+13.0% | Added |
| Aviance Capital Partners, LLC | 8,505 | $331.5K | 0.05% | +8,505 | New |
| Wrapmanager Inc | 8,504 | $331.5K | 0.09% | −1,056−11.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,494 | $331.1K | 0.04% | +166+2.0% | Added |
| Prestige Wealth Management Group LLC | 8,486 | $330.8K | 0.07% | +675+8.6% | Added |
| Johnson Investment Counsel Inc | 8,484 | $330.7K | 0.00% | −195−2.2% | Reduced |
| Parkside Financial Bank & Trust | 8,474 | $330.3K | 0.05% | +611+7.8% | Added |
| BIP Wealth, LLC | 8,473 | $330.3K | 0.02% | −50−0.6% | Reduced |
| Formidable Asset Management, LLC | 8,472 | $330.2K | 0.05% | +2,644+45.4% | Added |
| International Private Wealth Advisors LLC | 8,472 | $330.2K | 0.64% | +8,472 | New |
| Cypress Wealth Services, LLC | 8,450 | $329.4K | 0.08% | +135+1.6% | Added |
| Winthrop Capital Management, LLC | 8,436 | $329.0K | 0.15% | −1,257−13.0% | Reduced |
| Malaga Cove Capital, LLC | 8,439 | $329.0K | 0.13% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,416 | $328.1K | 0.10% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 8,372 | $326.3K | 0.01% | +8,372 | New |
| Institute for Wealth Management, LLC. | 8,359 | $325.8K | 0.04% | −51−0.6% | Reduced |
| GAMMA Investing LLC | 8,333 | $324.8K | 0.07% | +1,005+13.7% | Added |
| Ti-Trust, Inc | 8,330 | $324.7K | 0.24% | +8,330 | New |
| Lake Street Advisors Group, LLC | 8,299 | $323.5K | 0.02% | +111+1.4% | Added |
| FDx Advisors, Inc. | 8,274 | $323.0K | 0.05% | −3,951−32.3% | Reduced |
| Fortress Wealth Group, LLC | 8,212 | $321.1K | 0.17% | +1,202+17.1% | Added |
| Selective Wealth Management, Inc. | 8,545 | $320.4K | 0.14% | +1,250+17.1% | Added |
| HRT Financial LP | 8,220 | $320.0K | 0.00% | −97,376−92.2% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $319.9K | 0.11% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,180 | $319.0K | 0.03% | −1,050−11.4% | Reduced |
| Menard Financial Group LLC | 8,160 | $318.1K | 0.27% | +8,160 | New |
| Xcel Wealth Management, LLC | 8,139 | $317.3K | 0.10% | −2,676−24.7% | Reduced |
| Sapient Capital LLC | 8,131 | $316.9K | 0.01% | −135−1.6% | Reduced |
| Central Trust Co | 8,122 | $316.6K | 0.01% | −275−3.3% | Reduced |
| Sage Mountain Advisors LLC | 8,099 | $315.7K | 0.03% | +113+1.4% | Added |
| LBMC Investment Advisors, LLC | 8,098 | $315.7K | 0.03% | +8,098 | New |
| Nwam LLC | 8,049 | $314.7K | 0.03% | −1,233−13.3% | Reduced |
| Daymark Wealth Partners, LLC | 8,071 | $314.6K | 0.02% | +8,071 | New |
| Wedbush Securities Inc | 8,061 | $314.0K | 0.01% | +8,061 | New |
| Simmons Bank | 8,008 | $312.2K | 0.02% | −5−0.1% | Reduced |
| Stone Point Wealth LLC | 8,000 | $311.8K | 0.11% | −400−4.8% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $311.8K | 0.01% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 7,916 | $308.6K | 0.06% | −1,842−18.9% | Reduced |
| Lafayette Investments, Inc. | 7,845 | $305.8K | 0.07% | −1,000−11.3% | Reduced |
| Wagner Wealth Management, LLC | 7,791 | $303.7K | 0.09% | +23+0.3% | Added |
| CX Institutional | 7,787 | $303.5K | 0.01% | +56+0.7% | Added |
| HBK Sorce Advisory LLC | 7,765 | $302.7K | 0.01% | +1,392+21.8% | Added |
| HHM Wealth Advisors, LLC | 7,742 | $301.8K | 0.05% | +1,090+16.4% | Added |
| Caldwell Trust Co | 7,736 | $301.5K | 0.04% | −878−10.2% | Reduced |
| Fonville Wealth Management LLC | 7,685 | $299.6K | 0.13% | +1,580+25.9% | Added |
| Peachtree Investment Partners, LLC | 7,609 | $296.6K | 0.12% | −274−3.5% | Reduced |
| Fiduciary Trust Co | 7,588 | $295.8K | 0.00% | −499−6.2% | Reduced |
| Hill Investment Group Partners, LLC | 7,564 | $294.8K | 0.04% | 00.0% | Unchanged |
| WBH Advisory Inc | 7,527 | $293.4K | 0.03% | −536−6.6% | Reduced |
| Empower Advisory Group, LLC | 7,499 | $292.3K | 0.00% | +1,070+16.6% | Added |
| Continuum Advisory, LLC | 7,449 | $291.3K | 0.04% | −4,383−37.0% | Reduced |
| Conning Inc. | 7,470 | $291.2K | 0.01% | −450−5.7% | Reduced |
| LexAurum Advisors, LLC | 7,301 | $284.6K | 0.07% | −12−0.2% | Reduced |
| Aprio Wealth Management, LLC | 7,286 | $284.0K | 0.06% | −324−4.3% | Reduced |
| GeoWealth Management, LLC | 7,283 | $283.9K | 0.01% | −1,091−13.0% | Reduced |
| Belpointe Asset Management LLC | 7,216 | $281.3K | 0.02% | −29−0.4% | Reduced |
| Morris Financial Concepts, Inc. | 7,211 | $281.1K | 0.14% | −83−1.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,178 | $279.8K | 0.02% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 7,144 | $278.5K | 0.42% | −500−6.5% | Reduced |
| Radnor Capital Management, LLC | 7,131 | $278.0K | 0.05% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 7,116 | $277.0K | 0.02% | +1,208+20.4% | Added |
| Westover Capital Advisors, LLC | 7,063 | $275.3K | 0.08% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 7,007 | $273.1K | 0.05% | +7,007 | New |
| First Heartland Consultants, Inc. | 6,947 | $271.0K | 0.03% | +6,947 | New |
| Trust Point Inc. | 6,951 | $271.0K | 0.02% | +96+1.4% | Added |
| Delta Financial Group, Inc. | 6,922 | $270.0K | 0.08% | +1,376+24.8% | Added |
| Signature Estate & Investment Advisors LLC | 6,906 | $269.2K | 0.01% | +16+0.2% | Added |
| Biltmore Family Office, LLC | 6,880 | $268.2K | 0.05% | 00.0% | Unchanged |
| Mendel Money Management | 6,829 | $266.2K | 0.12% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 6,787 | $264.6K | 0.16% | −123−1.8% | Reduced |
| Heartwood Wealth Advisors LLC | 6,784 | $264.4K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,750 | $263.1K | 0.00% | −151−2.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,738 | $263.0K | 0.06% | +9+0.1% | Added |
| Family Legacy, Inc. | 6,694 | $260.9K | 0.09% | −50−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,690 | $260.8K | 0.01% | −138,205−95.4% | Reduced |
| 1st Source Bank | 6,689 | $260.7K | 0.02% | −926−12.2% | Reduced |
| EverSource Wealth Advisors, LLC | 6,933 | $260.3K | 0.02% | +472+7.3% | Added |
| Councilmark Asset Management, LLC | 6,650 | $259.2K | 0.19% | +6,650 | New |
| Geller Advisors LLC | 6,634 | $258.6K | 0.02% | +14+0.2% | Added |
| First City Capital Management, Inc. | 6,632 | $258.5K | 0.14% | +91+1.4% | Added |
| Sherbrooke Park Advisers LLC | 6,624 | $258.2K | 0.05% | +6,624 | New |
| Lombard Odier Asset Management (Switzerland) SA | 6,608 | $257.6K | 0.02% | +6,608 | New |
| First American Trust, FSB | 6,597 | $257.2K | 0.03% | +6,597 | New |
| Wedmont Private Capital | 6,573 | $256.2K | 0.02% | +525+8.7% | Added |