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 |
|---|---|---|---|---|---|
| Arlington Trust Co LLC | 4,347 | $169.4K | 0.04% | −37−0.8% | Reduced |
| Central Bank & Trust Co | 4,300 | $167.6K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 4,217 | $164.0K | 0.00% | +61+1.5% | Added |
| Leonteq Securities AG | 3,899 | $152.0K | 0.02% | +3,865+11,367.6% | Added |
| American Capital Advisory, LLC | 4,416 | $150.6K | 0.13% | +390+9.7% | Added |
| Deseret Mutual Benefit Administrators | 3,848 | $150.0K | 0.08% | +293+8.2% | Added |
| Harbour Investments, Inc. | 3,767 | $146.8K | 0.01% | −1,246−24.9% | Reduced |
| Sound Income Strategies, LLC | 3,742 | $145.9K | 0.01% | −978−20.7% | Reduced |
| Abich Financial Wealth Management LLC | 3,700 | $144.2K | 0.11% | +1,189+47.4% | Added |
| Capital Analysts, LLC | 3,640 | $142.0K | 0.01% | −175−4.6% | Reduced |
| Alta Advisers Ltd | 3,600 | $140.3K | 0.07% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,549 | $138.3K | 0.11% | +542+18.0% | Added |
| Caldwell Sutter Capital, Inc. | 3,543 | $138.1K | 0.07% | +340+10.6% | Added |
| Washington Trust Co | 3,533 | $137.7K | 0.01% | −198−5.3% | Reduced |
| Farther Finance Advisors, LLC | 3,576 | $137.2K | 0.01% | +173+5.1% | Added |
| Transamerica Financial Advisors, Inc. | 3,508 | $137.0K | 0.01% | −157−4.3% | Reduced |
| Grove Bank & Trust | 3,393 | $132.3K | 0.02% | −14,859−81.4% | Reduced |
| Mather Group, LLC. | 3,568 | $131.7K | 0.00% | +3,568 | New |
| Main Street Group, LTD | 3,353 | $129.2K | 0.06% | +1,397+71.4% | Added |
| Riverview Trust Co | 3,295 | $128.4K | 0.10% | +3,295 | New |
| Edmond de Rothschild Holding S.A. | 3,270 | $127.5K | 0.00% | −13,664−80.7% | Reduced |
| Creative Financial Designs Inc | 3,246 | $126.5K | 0.01% | +812+33.4% | Added |
| MV Capital Management, Inc. | 3,237 | $126.2K | 0.01% | +13+0.4% | Added |
| Washington Trust Advisors, Inc. | 3,166 | $123.4K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3,061 | $119.3K | 0.02% | +3,061 | New |
| First Foundation Advisors | 3,019 | $117.7K | 0.00% | −1,745−36.6% | Reduced |
| Boyd Watterson Asset Management LLC | 3,012 | $117.4K | 0.04% | −120−3.8% | Reduced |
| Tompkins Financial Corp | 3,005 | $117.1K | 0.01% | −650−17.8% | Reduced |
| First PREMIER Bank | 3,000 | $117.0K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,000 | $116.9K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,929 | $114.2K | 0.01% | +101+3.6% | Added |
| Evolution Advisers, Inc. | 74,849 | $114.0K | 0.07% | +73,340+4,860.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,925 | $114.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,900 | $113.0K | 0.09% | +2,900 | New |
| AdvisorNet Financial, Inc | 2,875 | $112.1K | 0.01% | +1,007+53.9% | Added |
| First United Bank Trust | 2,838 | $110.6K | 0.04% | +1,309+85.6% | Added |
| Manchester Capital Management LLC | 2,823 | $110.0K | 0.01% | +1,684+147.8% | Added |
| EntryPoint Capital, LLC | 2,815 | $109.7K | 0.10% | +2,815 | New |
| Baldwin Brothers Inc | 2,805 | $109.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,765 | $107.8K | 0.03% | +2,567+1,296.5% | Added |
| CKW Financial Group | 2,800 | $107.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,587 | $100.8K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,587 | $100.8K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,531 | $98.7K | 0.05% | −344−12.0% | Reduced |
| JJJ Advisors Inc. | 2,526 | $98.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,521 | $98.3K | 0.01% | +221+9.6% | Added |
| West Paces Advisors Inc. | 2,487 | $96.9K | 0.03% | −991−28.5% | Reduced |
| Clear Investment Research, LLC | 2,481 | $96.7K | 0.13% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,592 | $91.7K | 0.00% | −1,907−42.4% | Reduced |
| Smithfield Trust Co | 2,346 | $91.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,226 | $87.0K | 0.06% | −3,262−59.4% | Reduced |
| Mechanics Financial Corp | 2,200 | $85.8K | 0.04% | −2,145−49.4% | Reduced |
| Gradient Investments LLC | 2,197 | $85.6K | 0.00% | −703−24.2% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $84.8K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,124 | $82.8K | 0.02% | +200+10.4% | Added |
| Bare Financial Services, Inc | 2,153 | $80.8K | 0.08% | +70+3.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,011 | $78.4K | 0.03% | −106−5.0% | Reduced |
| Larson Financial Group LLC | 1,998 | $77.9K | 0.01% | +24+1.2% | Added |
| Capital Advisors, Ltd. LLC | 1,957 | $76.0K | 0.01% | +26+1.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,873 | $73.0K | 0.00% | −10,649−85.0% | Reduced |
| Quent Capital, LLC | 1,862 | $72.6K | 0.01% | +67+3.7% | Added |
| Providence Capital Advisors, LLC | 1,857 | $72.4K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,844 | $72.0K | 0.00% | −65−3.4% | Reduced |
| Atlantic Trust, LLC | 1,846 | $72.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,790 | $69.8K | 0.03% | +290+19.3% | Added |
| M&R Capital Management Inc | 1,736 | $67.1K | 0.02% | −794−31.4% | Reduced |
| Clear Street Markets LLC | 1,700 | $66.0K | 0.03% | +400+30.8% | Added |
| Highlander Capital Management, LLC | 1,680 | $65.5K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,613 | $62.9K | 0.05% | −128−7.4% | Reduced |
| Stephens Consulting, LLC | 1,555 | $60.6K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,520 | $59.0K | 0.02% | +187+14.0% | Added |
| Cedar Wealth Management, LLC | 1,500 | $58.5K | 0.02% | −100−6.3% | Reduced |
| Accordant Advisory Group Inc | 1,488 | $58.0K | 0.04% | +1,488 | New |
| Winch Advisory Services, LLC | 1,426 | $55.6K | 0.02% | +12+0.8% | Added |
| Arrow Financial Corp | 1,400 | $54.6K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,390 | $54.2K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,387 | $54.0K | 0.01% | +824+146.4% | Added |
| Optimum Investment Advisors | 1,371 | $53.4K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,233 | $48.1K | 0.01% | +533+76.1% | Added |
| Private Wealth Management Group, LLC | 1,227 | $47.8K | 0.02% | −3−0.2% | Reduced |
| Tyler-Stone Wealth Management | 1,200 | $46.8K | 0.02% | +17+1.4% | Added |
| GW&K Investment Management, LLC | 1,170 | $46.0K | 0.00% | −178−13.2% | Reduced |
| Paradigm Asset Management Co LLC | 1,083 | $42.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,077 | $42.0K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 1,024 | $39.9K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,023 | $39.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,015 | $39.6K | 0.01% | +370+57.4% | Added |
| Versant Capital Management, Inc | 993 | $38.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 955 | $37.2K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 932 | $36.3K | 0.02% | −14,115−93.8% | Reduced |
| Abound Wealth Management | 917 | $35.8K | 0.01% | +20+2.2% | Added |
| MidAtlantic Capital Management, Inc. | 798 | $34.0K | 0.03% | +15+1.9% | Added |
| Missouri Trust & Investment Co | 854 | $33.3K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 854 | $33.0K | 0.03% | +694+433.8% | Added |
| Wiser Advisor Group LLC | 831 | $32.4K | 0.05% | +12+1.5% | Added |
| Rise Advisors, LLC | 822 | $32.0K | 0.02% | +822 | New |
| Johnson Financial Group, Inc. | 812 | $31.7K | 0.00% | −2,039−71.5% | Reduced |
| Horizons Wealth Management | 853 | $31.5K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 816 | $31.3K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 827 | $29.8K | 0.00% | −114−12.1% | Reduced |