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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 1,112,844 | $43.4M | 0.17% | +818,916+278.6% | Added |
| Great West Life Assurance Co | 1,095,158 | $42.7M | 0.09% | +33,333+3.1% | Added |
| Schwartz Investment Counsel Inc | 1,073,295 | $41.8M | 1.52% | 00.0% | Unchanged |
| Ariel Investments, LLC | 1,025,069 | $40.0M | 0.39% | −42,633−4.0% | Reduced |
| Janney Montgomery Scott LLC | 955,512 | $37.2M | 0.11% | +55,891+6.2% | Added |
| Voloridge Investment Management, LLC | 949,908 | $37.0M | 0.14% | −464,571−32.8% | Reduced |
| Natixis | 928,510 | $36.2M | 0.20% | +53,798+6.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 922,747 | $36.0M | 0.84% | 00.0% | Unchanged |
| Man Group plc | 914,212 | $35.6M | 0.10% | −151,102−14.2% | Reduced |
| Nisa Investment Advisors, LLC | 909,709 | $35.5M | 0.23% | −17,091−1.8% | Reduced |
| Susquehanna International Group, LLP | 896,220 | $34.9M | 0.05% | −504,985−36.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 894,395 | $34.9M | 0.11% | +79,710+9.8% | Added |
| Diamond Hill Capital Management Inc | 834,806 | $32.5M | 0.13% | −4,631,782−84.7% | Reduced |
| Morningstar Investment Services LLC | 839,479 | $32.4M | 0.36% | −913,650−52.1% | Reduced |
| Schroder Investment Management Group | 830,178 | $32.4M | 0.04% | +662,748+395.8% | Added |
| State of Wisconsin Investment Board | 809,920 | $31.6M | 0.08% | −8,030−1.0% | Reduced |
| Rafferty Asset Management, LLC | 805,471 | $31.4M | 0.12% | −379,788−32.0% | Reduced |
| Davenport & Co LLC | 803,772 | $31.3M | 0.20% | +341,564+73.9% | Added |
| Tweedy, Browne Co LLC | 796,679 | $31.1M | 1.46% | +470+0.1% | Added |
| Kornitzer Capital Management Inc | 776,746 | $30.3M | 0.56% | +7,308+0.9% | Added |
| Captrust Financial Advisors | 770,971 | $30.1M | 0.11% | −519,923−40.3% | Reduced |
| Swedbank AB | 768,520 | $30.0M | 0.04% | +16,592+2.2% | Added |
| STRS Ohio | 759,088 | $29.6M | 0.12% | +31,510+4.3% | Added |
| Toronto Dominion Bank | 755,445 | $29.4M | 0.05% | −464,123−38.1% | Reduced |
| Commonwealth Equity Services, LLC | 754,321 | $29.4M | 0.05% | +6,081+0.8% | Added |
| AQR Capital Management LLC | 752,913 | $29.2M | 0.05% | −580,171−43.5% | Reduced |
| State of New Jersey Common Pension Fund D | 742,520 | $28.9M | 0.09% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 733,606 | $28.6M | 0.08% | +41,001+5.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 715,246 | $27.9M | 0.06% | −18,199−2.5% | Reduced |
| Ensign Peak Advisors, Inc | 708,655 | $27.6M | 0.05% | −182,630−20.5% | Reduced |
| Pictet Asset Management Holding SA | 704,341 | $27.5M | 0.03% | −12,400−1.7% | Reduced |
| VGI Partners Ltd | 665,781 | $26.0M | 2.61% | 00.0% | Unchanged |
| Millennium Management LLC | 649,112 | $25.3M | 0.02% | −3,909,421−85.8% | Reduced |
| Aviva PLC | 625,037 | $24.4M | 0.08% | −236,957−27.5% | Reduced |
| Public Employees Retirement System of Ohio | 623,844 | $24.3M | 0.10% | −94,575−13.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 613,522 | $23.9M | 0.04% | −37,844−5.8% | Reduced |
| Treasurer of the State of North Carolina | 609,345 | $23.8M | 0.10% | −14,975−2.4% | Reduced |
| Brandes Investment Partners, LP | 606,673 | $23.6M | 0.30% | +18,000+3.1% | Added |
| Alps Advisors Inc | 604,904 | $23.6M | 0.17% | −36,018−5.6% | Reduced |
| Storebrand Asset Management AS | 594,079 | $23.2M | 0.08% | −52,317−8.1% | Reduced |
| Baird Financial Group, Inc. | 594,016 | $23.2M | 0.05% | −122,692−17.1% | Reduced |
| TD Asset Management Inc | 593,566 | $23.1M | 0.02% | +1,692+0.3% | Added |
| Marshall Wace, LLP | 586,805 | $22.9M | 0.04% | +152,588+35.1% | Added |
| CI Private Wealth, LLC | 586,524 | $22.9M | 0.04% | −22,487−3.7% | Reduced |
| Azora Capital LP | 583,794 | $22.8M | 1.65% | −1,379,860−70.3% | Reduced |
| Danske Bank A/S | 581,424 | $22.7M | 0.07% | +581,424 | New |
| Professional Advisory Services Inc | 572,900 | $22.3M | 3.03% | +11,199+2.0% | Added |
| D. E. Shaw & Co., Inc. | 566,283 | $22.1M | 0.03% | +165,202+41.2% | Added |
| Interval Partners, LP | 556,615 | $21.7M | 0.82% | −12,836−2.3% | Reduced |
| South Dakota Investment Council | 552,305 | $21.5M | 0.45% | +22,700+4.3% | Added |
| DekaBank Deutsche Girozentrale | 559,188 | $21.5M | 0.04% | −29,024−4.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 539,200 | $21.0M | 0.15% | −79,000−12.8% | Reduced |
| Deprince Race & Zollo Inc | 534,242 | $20.8M | 0.45% | +50,549+10.5% | Added |
| State of Tennessee, Treasury Department | 525,838 | $20.5M | 0.08% | +173,664+49.3% | Added |
| Resona Asset Management Co.,Ltd. | 518,532 | $20.2M | 0.12% | +518,532 | New |
| Zacks Investment Management | 507,928 | $19.8M | 0.21% | +147,263+40.8% | Added |
| Asset Management One Co.,Ltd. | 504,205 | $19.7M | 0.08% | −18,967−3.6% | Reduced |
| 1832 Asset Management L.P. | 497,373 | $19.4M | 0.04% | +180,745+57.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 494,579 | $19.3M | 0.05% | +43,746+9.7% | Added |
| Renaissance Technologies LLC | 490,917 | $19.1M | 0.03% | +490,917 | New |
| Cerity Partners LLC | 483,076 | $18.8M | 0.05% | −51,128−9.6% | Reduced |
| Aquatic Capital Management LLC | 479,800 | $18.7M | 0.61% | −49,200−9.3% | Reduced |
| Swiss Life Asset Management Ltd | 471,946 | $18.4M | 0.26% | +181,945+62.7% | Added |
| SpiderRock Advisors, LLC | 524,896 | $18.3M | 0.59% | +524,896 | New |
| USS Investment Management Ltd | 459,628 | $17.9M | 0.15% | −17,455−3.7% | Reduced |
| Godsey & Gibb Associates | 447,087 | $17.4M | 1.83% | +23,158+5.5% | Added |
| Synovus Financial Corp | 446,155 | $17.4M | 0.23% | −389−0.1% | Reduced |
| Cetera Investment Advisers | 444,147 | $17.3M | 0.04% | +315,160+244.3% | Added |
| Varma Mutual Pension Insurance Co | 443,200 | $17.3M | 0.15% | +367,100+482.4% | Added |
| Rockefeller Capital Management L.P. | 438,722 | $17.1M | 0.05% | +31,405+7.7% | Added |
| Comerica Bank | 431,622 | $16.8M | 0.07% | −920−0.2% | Reduced |
| US Bancorp | 430,326 | $16.8M | 0.02% | −4,355−1.0% | Reduced |
| Advisors Capital Management, LLC | 427,626 | $16.7M | 0.31% | +45,966+12.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 422,663 | $16.5M | 1.22% | −4,824−1.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 422,000 | $16.4M | 0.06% | −180,000−29.9% | Reduced |
| Guggenheim Capital LLC | 419,726 | $16.4M | 0.12% | +59,023+16.4% | Added |
| Handelsbanken Fonder AB | 418,060 | $16.3M | 0.07% | +43,437+11.6% | Added |
| Victory Capital Management Inc | 412,853 | $16.1M | 0.02% | −252,316−37.9% | Reduced |
| Creative Planning | 403,408 | $15.7M | 0.02% | +19,775+5.2% | Added |
| Mariner, LLC | 402,339 | $15.7M | 0.03% | +25,842+6.9% | Added |
| CIBC World Markets Corp | 399,181 | $15.6M | 0.10% | −237,609−37.3% | Reduced |
| State of Michigan Retirement System | 394,343 | $15.4M | 0.08% | +300+0.1% | Added |
| American Assets Investment Management, LLC | 384,000 | $15.0M | 1.42% | 00.0% | Unchanged |
| Arizona State Retirement System | 382,718 | $14.9M | 0.10% | +7,975+2.1% | Added |
| AE Wealth Management LLC | 382,572 | $14.9M | 0.17% | −143,939−27.3% | Reduced |
| Nomura Asset Management Co Ltd | 381,805 | $14.9M | 0.05% | −3,057−0.8% | Reduced |
| Verity & Verity, LLC | 378,275 | $14.7M | 1.64% | −13,315−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 360,576 | $14.1M | 0.05% | −17,184−4.5% | Reduced |
| Cramer Rosenthal McGlynn LLC | 357,309 | $13.9M | 0.76% | +281,364+370.5% | Added |
| Natixis Advisors, L.P. | 356,949 | $13.9M | 0.03% | −16,426−4.4% | Reduced |
| American International Group, Inc. | 354,559 | $13.8M | 0.05% | −33,582−8.7% | Reduced |
| Twinbeech Capital LP | 353,561 | $13.8M | 0.28% | −1,260,396−78.1% | Reduced |
| Edge Capital Group, LLC | 347,608 | $13.5M | 0.67% | +27,975+8.8% | Added |
| Ategra Capital Management, LLC | 345,316 | $13.5M | 6.19% | +3,403+1.0% | Added |
| Oppenheimer Asset Management Inc. | 344,585 | $13.4M | 0.20% | −15,228−4.2% | Reduced |
| Great Lakes Advisors, LLC | 342,512 | $13.4M | 0.11% | +2,464+0.7% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 341,745 | $13.3M | 0.30% | +341,745 | New |
| Montgomery Investment Management Inc | 334,549 | $13.0M | 4.98% | −132,321−28.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 332,675 | $13.0M | 1.07% | −327,586−49.6% | Reduced |
| Delta Asset Management LLC | 323,412 | $12.6M | 1.11% | +260.0% | Added |