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 |
|---|---|---|---|---|---|
| Canton Hathaway, LLC | 6,516 | $254.0K | 0.07% | −2,000−23.5% | Reduced |
| Citizens Financial Group Inc | 6,474 | $252.3K | 0.01% | +512+8.6% | Added |
| Quadrant Capital Group LLC | 6,453 | $251.5K | 0.02% | +929+16.8% | Added |
| Evermay Wealth Management LLC | 6,434 | $250.8K | 0.04% | −13−0.2% | Reduced |
| Altrius Capital Management Inc | 6,433 | $250.8K | 0.06% | +10.0% | Added |
| Bluefin Capital Management, LLC | 6,400 | $249.5K | 0.04% | +6,400 | New |
| Meridian Financial Partners LLC | 6,972 | $248.0K | 0.32% | −671−8.8% | Reduced |
| Adapt Wealth Advisors, LLC | 6,350 | $247.5K | 0.18% | +6,350 | New |
| Whalen Wealth Management Inc. | 6,331 | $246.8K | 0.18% | +288+4.8% | Added |
| Emfo, LLC | 6,325 | $246.5K | 0.23% | +10+0.2% | Added |
| ICA Group Wealth Management, LLC | 6,308 | $245.9K | 0.05% | +4+0.1% | Added |
| NewEdge Wealth, LLC | 6,405 | $245.6K | 0.01% | +6,405 | New |
| Rock Point Advisors, LLC | 6,250 | $243.6K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,250 | $243.6K | 0.00% | −2,104−25.2% | Reduced |
| 1620 Investment Advisors, Inc. | 6,211 | $242.1K | 0.25% | +13+0.2% | Added |
| Stonegate Investment Group, LLC | 6,193 | $241.4K | 0.01% | −1,122−15.3% | Reduced |
| Harbour Trust & Investment Management Co | 6,192 | $241.4K | 0.03% | −598−8.8% | Reduced |
| Symmetry Partners, LLC | 6,193 | $241.0K | 0.02% | +6,193 | New |
| Cassady Schiller Wealth Management, LLC | 6,172 | $240.6K | 0.11% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 6,147 | $239.6K | 0.01% | −3,817−38.3% | Reduced |
| CIC Wealth, LLC | 6,125 | $238.8K | 0.07% | +6,125 | New |
| RiverFront Investment Group, LLC | 6,113 | $238.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6,139 | $238.0K | 0.02% | +805+15.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,098 | $237.7K | 0.03% | +5+0.1% | Added |
| Keystone Financial Group | 6,088 | $237.3K | 0.03% | +6,088 | New |
| Fisher Asset Management, LLC | 6,048 | $235.8K | 0.00% | −672−10.0% | Reduced |
| Capital Square, LLC | 6,025 | $234.9K | 0.17% | +41+0.7% | Added |
| Ci Investments Inc. | 5,996 | $234.0K | 0.00% | +2,287+61.7% | Added |
| Lindbrook Capital, LLC | 5,999 | $233.8K | 0.02% | +103+1.7% | Added |
| Eads & Heald Wealth Management | 5,967 | $233.0K | 0.11% | +5,967 | New |
| Resurgent Financial Advisors LLC | 5,945 | $231.7K | 0.12% | +2,067+53.3% | Added |
| RMB Capital Management, LLC | 5,931 | $231.2K | 0.01% | +5,931 | New |
| Romano Brothers and Company | 5,925 | $231.0K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 6,266 | $230.6K | 0.07% | +6,266 | New |
| Klingenstein Fields & Co LP | 5,912 | $230.4K | 0.01% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 5,885 | $229.4K | 0.10% | −4,663−44.2% | Reduced |
| Invesco, LLC | 5,862 | $228.5K | 0.10% | −1,024−14.9% | Reduced |
| Augustine Asset Management Inc | 5,856 | $228.3K | 0.10% | +10.0% | Added |
| Duncan Williams Asset Management, LLC | 5,842 | $227.7K | 0.21% | +5,842 | New |
| World Equity Group, Inc. | 5,832 | $227.3K | 0.05% | +351+6.4% | Added |
| Sunpointe, LLC | 5,795 | $225.9K | 0.25% | −961−14.2% | Reduced |
| D'Orazio & Associates, Inc. | 5,780 | $225.3K | 0.04% | +28+0.5% | Added |
| AlphaMark Advisors, LLC | 5,783 | $225.0K | 0.08% | −183−3.1% | Reduced |
| Phillips Wealth Planners LLC | 6,301 | $224.6K | 0.26% | +6,301 | New |
| Baron Wealth Management LLC | 5,714 | $222.7K | 0.12% | +10.0% | Added |
| Patrick M Sweeney & Associates, Inc | 5,706 | $222.4K | 0.18% | +10.0% | Added |
| Catalyst Funds Management Pty Ltd | 5,700 | $222.2K | 0.06% | +5,700 | New |
| Kingfisher Capital LLC | 5,657 | $221.0K | 0.05% | −1,082−16.1% | Reduced |
| Carolinas Wealth Consulting LLC | 5,662 | $220.7K | 0.04% | +438+8.4% | Added |
| Lantz Financial LLC | 5,659 | $220.6K | 0.07% | +5,659 | New |
| Oxford Financial Group Ltd | 5,641 | $219.9K | 0.02% | +92+1.7% | Added |
| Ambassador Advisors, LLC | 5,634 | $219.6K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5,619 | $219.0K | 0.12% | +1,316+30.6% | Added |
| Carmichael Hill & Associates, Inc. | 5,578 | $217.4K | 0.09% | +191+3.5% | Added |
| Sugarloaf Wealth Management, LLC | 5,572 | $217.2K | 0.04% | −1,610−22.4% | Reduced |
| Diligent Investors, LLC | 5,567 | $217.0K | 0.05% | −103−1.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,567 | $217.0K | 0.16% | −546−8.9% | Reduced |
| Country Club Bank | 5,550 | $216.3K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,528 | $215.5K | 0.13% | −3,263−37.1% | Reduced |
| Cornerstone Management, Inc. | 5,521 | $215.2K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,511 | $214.8K | 0.01% | +5,511 | New |
| CVA Family Office, LLC | 5,498 | $214.3K | 0.04% | −441−7.4% | Reduced |
| LMCG Investments, LLC | 5,493 | $214.1K | 0.01% | −20.0% | Reduced |
| Main Street Financial Solutions, LLC | 5,492 | $214.1K | 0.02% | −509−8.5% | Reduced |
| High Net Worth Advisory Group LLC | 5,477 | $213.5K | 0.07% | −590−9.7% | Reduced |
| LongView Wealth Management | 5,471 | $213.3K | 0.08% | −1,421−20.6% | Reduced |
| Eagle Strategies LLC | 5,435 | $211.9K | 0.05% | −6,068−52.8% | Reduced |
| AJOVista, LLC | 5,392 | $210.2K | 0.57% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 5,602 | $210.1K | 0.14% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5,372 | $209.4K | 0.10% | +429+8.7% | Added |
| Scotia Capital Inc. | 5,325 | $207.6K | 0.00% | −815−13.3% | Reduced |
| New Jersey Better Educational Savings Trust | 5,292 | $206.3K | 0.39% | +5,292 | New |
| Dover Advisors, LLC | 5,285 | $206.0K | 0.14% | +5,285 | New |
| Muirfield Wealth Advisors LLC | 5,273 | $205.5K | 0.20% | −377−6.7% | Reduced |
| CFO4Life Group, LLC | 5,271 | $205.5K | 0.04% | +5,271 | New |
| Philadelphia Trust Co | 5,262 | $205.0K | 0.02% | +5,262 | New |
| M. Kulyk & Associates, LLC | 5,252 | $204.7K | 0.05% | +5,252 | New |
| Avantax Planning Partners, Inc. | 5,242 | $204.3K | 0.01% | +5,242 | New |
| Nemes Rush Group LLC | 5,233 | $204.0K | 0.03% | −233−4.3% | Reduced |
| West Family Investments, Inc. | 5,213 | $203.2K | 0.06% | +5,213 | New |
| PFW Advisors LLC | 5,208 | $203.0K | 0.06% | +5,208 | New |
| Next Level Private LLC | 5,194 | $202.4K | 0.09% | +5,194 | New |
| SC&H Financial Advisors, Inc. | 5,183 | $202.0K | 0.05% | +5,183 | New |
| ASB Consultores, LLC | 5,180 | $201.9K | 0.05% | +5,180 | New |
| Delap Wealth Advisory, LLC | 5,180 | $201.9K | 0.08% | +5,180 | New |
| Graypoint LLC | 5,147 | $200.6K | 0.01% | −503−8.9% | Reduced |
| Calton & Associates, Inc. | 5,143 | $200.5K | 0.10% | −5,000−49.3% | Reduced |
| Reliant Investment Management, LLC | 5,139 | $200.3K | 0.09% | +5,139 | New |
| Renasant Bank | 5,135 | $200.2K | 0.14% | +5,135 | New |
| Camden Capital, LLC | 5,134 | $200.1K | 0.02% | −502−8.9% | Reduced |
| Toth Financial Advisory Corp | 5,087 | $198.3K | 0.02% | +1,307+34.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,930 | $192.2K | 0.01% | +1,163+30.9% | Added |
| Sunbelt Securities, Inc. | 4,840 | $188.7K | 0.02% | +121+2.6% | Added |
| Horizon Bancorp Inc | 4,794 | $187.0K | 0.09% | +43+0.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,683 | $182.5K | 0.07% | +277+6.3% | Added |
| Coastal Investment Advisors, Inc. | 4,587 | $178.8K | 0.04% | −2,849−38.3% | Reduced |
| Dakota Community Bank & Trust NA | 4,533 | $176.7K | 0.96% | −2,048−31.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,514 | $176.0K | 0.11% | −571−11.2% | Reduced |
| Plato Investment Management Ltd | 4,412 | $172.0K | 0.02% | +1,556+54.5% | Added |
| Hartford Financial Management Inc. | 4,399 | $171.5K | 0.04% | 00.0% | Unchanged |