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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 754 | $29.4K | 0.01% | −47−5.9% | Reduced |
| Opal Wealth Advisors, LLC | 744 | $29.0K | 0.01% | +744 | New |
| Rosenberg Matthew Hamilton | 742 | $28.5K | 0.01% | −1−0.1% | Reduced |
| Halpern Financial, Inc. | 742 | $28.2K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 705 | $27.5K | 0.01% | +150+27.0% | Added |
| Norwood Financial Corp | 699 | $27.2K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 683 | $27.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 690 | $26.9K | 0.01% | −3,022−81.4% | Reduced |
| Crewe Advisors LLC | 686 | $26.7K | 0.00% | +686 | New |
| Quarry LP | 623 | $24.3K | 0.01% | +276+79.5% | Added |
| LifeSteps Financial, Inc. | 600 | $23.4K | 0.02% | +600 | New |
| Exchange Traded Concepts, LLC | 583 | $22.7K | 0.00% | +534+1,089.8% | Added |
| Glen Eagle Advisors, LLC | 569 | $22.2K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 568 | $22.1K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 524 | $20.4K | 0.01% | +524 | New |
| AllSquare Wealth Management LLC | 513 | $20.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 505 | $19.7K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 498 | $19.4K | 0.02% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 465 | $18.1K | 0.02% | +465 | New |
| City State Bank | 453 | $18.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 460 | $17.9K | 0.01% | +460 | New |
| Armstrong Advisory Group, Inc | 482 | $17.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 439 | $17.1K | 0.00% | +361+462.8% | Added |
| McIlrath & Eck, LLC | 427 | $16.6K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 402 | $15.7K | 0.01% | +5+1.3% | Added |
| Morton Brown Family Wealth, LLC | 399 | $15.6K | 0.01% | −525−56.8% | Reduced |
| FSC Wealth Advisors, LLC | 399 | $15.6K | 0.01% | −2−0.5% | Reduced |
| NewSquare Capital LLC | 393 | $15.3K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 391 | $15.2K | 0.00% | +91+30.3% | Added |
| Monetary Management Group Inc | 388 | $15.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 386 | $15.0K | 0.00% | −2,451−86.4% | Reduced |
| Richard W. Paul & Associates, LLC | 380 | $14.8K | 0.01% | +40+11.8% | Added |
| Aspect Partners, LLC | 375 | $14.6K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $14.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 361 | $14.1K | 0.00% | −32−8.1% | Reduced |
| SOA Wealth Advisors, LLC. | 360 | $14.0K | 0.00% | +360 | New |
| Piscataqua Savings Bank | 360 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 337 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 317 | $12.4K | 0.00% | −500−61.2% | Reduced |
| Bangor Savings Bank | 316 | $12.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 315 | $12.3K | 0.00% | −574−64.6% | Reduced |
| First Financial Corp | 312 | $12.2K | 0.01% | −1,277−80.4% | Reduced |
| Solstein Capital, LLC | 311 | $12.1K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 311 | $12.1K | 0.00% | +311 | New |
| Tradewinds Capital Management, LLC | 304 | $11.9K | 0.00% | +4+1.3% | Added |
| Retirement Group, LLC | 301 | $11.7K | 0.00% | +301 | New |
| Transcendent Capital Group LLC | 300 | $11.7K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 299 | $11.7K | 0.01% | −121−28.8% | Reduced |
| REAP Financial Group, LLC | 297 | $11.6K | 0.00% | +66+28.6% | Added |
| PSI Advisors, LLC | 288 | $11.2K | 0.00% | −300−51.0% | Reduced |
| First Personal Financial Services | 277 | $10.8K | 0.00% | −759−73.3% | Reduced |
| Hantz Financial Services, Inc. | 247 | $10.0K | 0.00% | −52−17.4% | Reduced |
| Scarborough Advisors, LLC | 252 | $9.82K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 250 | $9.74K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 250 | $9.74K | 0.00% | +250 | New |
| Harbor Investment Advisory, LLC | 234 | $9.12K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 233 | $9.08K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 228 | $8.90K | 0.01% | +49+27.4% | Added |
| Atwood & Palmer Inc | 225 | $8.77K | 0.00% | +225 | New |
| CoreCap Advisors, LLC | 225 | $8.77K | 0.00% | +225 | New |
| Motco | 223 | $8.69K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 222 | $8.65K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 241 | $8.61K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 215 | $8.38K | 0.00% | +215 | New |
| Chesapeake Asset Management LLC | 215 | $8.38K | 0.01% | −848−79.8% | Reduced |
| State of Wyoming | 208 | $8.11K | 0.00% | +208 | New |
| First Command Advisory Services, Inc. | 243 | $7.95K | 0.00% | −342−58.5% | Reduced |
| Planning Capital Management Corp | 195 | $7.60K | 0.01% | +33+20.4% | Added |
| McClarren Financial Advisors, Inc. | 159 | $7.00K | 0.01% | +2+1.3% | Added |
| ORG Partners LLC | 181 | $6.94K | 0.01% | +86+90.5% | Added |
| Plante Moran Financial Advisors, LLC | 173 | $6.74K | 0.00% | −221−56.1% | Reduced |
| Sachetta, LLC | 182 | $6.72K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 168 | $6.55K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $6.08K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 154 | $6.01K | 0.00% | +154 | New |
| Fortis Group Advisors, LLC | 150 | $5.85K | 0.00% | −150−50.0% | Reduced |
| Fortitude Family Office, LLC | 133 | $5.18K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 131 | $5.11K | 0.00% | +131 | New |
| Dunhill Financial, LLC | 130 | $5.07K | 0.00% | +25+23.8% | Added |
| Sit Investment Associates Inc | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 118 | $5.00K | 0.00% | −3−2.5% | Reduced |
| Northwest Capital Management Inc | 123 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 122 | $4.74K | 0.00% | −1−0.8% | Reduced |
| Sofos Investments, Inc. | 113 | $4.42K | 0.00% | +101+841.7% | Added |
| Rogco, LP | 106 | $4.13K | 0.00% | −10,746−99.0% | Reduced |
| Core Alternative Capital | 104 | $4.05K | 0.00% | −502−82.8% | Reduced |
| Coston, McIsaac & Partners | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 101 | $3.94K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $3.90K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 98 | $3.82K | 0.00% | +98 | New |
| First Pacific Financial | 97 | $3.78K | 0.00% | +97 | New |
| Kayne Anderson Rudnick Investment Management LLC | 94 | $3.70K | 0.00% | −1−1.1% | Reduced |
| LRI Investments, LLC | 91 | $3.55K | 0.00% | +91 | New |
| DT Investment Partners, LLC | 88 | $3.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 81 | $3.17K | 0.00% | −195−70.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 78 | $3.04K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 76 | $2.96K | 0.00% | −313−80.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 73 | $2.85K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 68 | $2.65K | 0.00% | +68 | New |
| NVWM, LLC | 66 | $2.56K | 0.00% | +16+32.0% | Added |