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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 317,985 | $12.4M | 0.14% | +17,267+5.7% | Added |
| MML Investors Services, LLC | 316,300 | $12.3M | 0.05% | +2,504+0.8% | Added |
| Sonora Investment Management Group, LLC | 313,792 | $12.2M | 0.96% | +22,297+7.6% | Added |
| MetLife Investment Management | 312,146 | $12.2M | 0.08% | −11,468−3.5% | Reduced |
| SG Americas Securities, LLC | 310,961 | $12.1M | 0.06% | +234,849+308.6% | Added |
| Peapack Gladstone Financial Corp | 309,265 | $12.1M | 0.19% | +23,237+8.1% | Added |
| Brookstone Capital Management | 308,965 | $12.0M | 0.22% | +234,283+313.7% | Added |
| Novare Capital Management LLC | 307,308 | $12.0M | 1.08% | +19,311+6.7% | Added |
| Financial Counselors Inc | 304,961 | $11.9M | 0.20% | −73,787−19.5% | Reduced |
| Salem Investment Counselors Inc | 300,635 | $11.7M | 0.38% | −10,690−3.4% | Reduced |
| Forsta Ap-Fonden | 299,900 | $11.7M | 0.10% | +40,900+15.8% | Added |
| Coerente Capital Management | 296,157 | $11.5M | 2.18% | −6,535−2.2% | Reduced |
| Brown Advisory Inc | 293,757 | $11.5M | 0.02% | −105,780−26.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 292,796 | $11.4M | 0.08% | +740+0.3% | Added |
| CIBC Asset Management Inc | 292,742 | $11.4M | 0.04% | +10,541+3.7% | Added |
| Auto-Owners Insurance Co | 288,000 | $11.2M | 0.30% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 282,154 | $11.0M | 0.12% | +4,800+1.7% | Added |
| Gateway Investment Advisers LLC | 281,055 | $11.0M | 0.12% | +272,340+3,125.0% | Added |
| Manning & Napier Group, LLC | 280,236 | $10.9M | 0.12% | −25,118−8.2% | Reduced |
| McRae Capital Management Inc | 276,719 | $10.8M | 2.36% | +105,885+62.0% | Added |
| Texas Permanent School Fund | 275,502 | $10.7M | 0.08% | +336+0.1% | Added |
| Amalgamated Bank | 275,456 | $10.7M | 0.09% | −50,614−15.5% | Reduced |
| IFM Investors Pty Ltd | 274,727 | $10.7M | 0.12% | 00.0% | Unchanged |
| ProShare Advisors LLC | 270,442 | $10.5M | 0.03% | −17,009−5.9% | Reduced |
| Regions Financial Corp | 269,330 | $10.5M | 0.08% | −94,110−25.9% | Reduced |
| Bokf, NA | 272,062 | $10.4M | 0.19% | +256,781+1,680.4% | Added |
| Modera Wealth Management, LLC | 266,721 | $10.4M | 0.16% | +13,953+5.5% | Added |
| Advisor Group Holdings, Inc. | 264,658 | $10.3M | 0.02% | −98,118−27.0% | Reduced |
| Jane Street Group, LLC | 264,557 | $10.3M | 0.01% | −653,907−71.2% | Reduced |
| Point72 Europe (London) LLP | 264,490 | $10.3M | 0.96% | +45,670+20.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 262,620 | $10.2M | 0.05% | +5,946+2.3% | Added |
| Cresset Asset Management, LLC | 262,880 | $10.2M | 0.05% | +11,208+4.5% | Added |
| Kanawha Capital Management LLC | 260,745 | $10.2M | 0.81% | +9,964+4.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 259,618 | $10.1M | 0.84% | +3,747+1.5% | Added |
| Rothschild Investment LLC | 255,204 | $9.95M | 0.72% | +54,834+27.4% | Added |
| Capital Investment Advisory Services, LLC | 254,462 | $9.92M | 1.06% | −20,365−7.4% | Reduced |
| Bryn Mawr Trust Co | 254,021 | $9.90M | 0.38% | +254,021 | New |
| Stieven Capital Advisors, L.P. | 254,000 | $9.90M | 2.06% | +254,000 | New |
| Socorro Asset Management LP | 248,584 | $9.69M | 3.70% | +41,700+20.2% | Added |
| Independent Advisor Alliance | 247,226 | $9.64M | 0.35% | +2,972+1.2% | Added |
| Hunter Perkins Capital Management, LLC | 246,406 | $9.61M | 1.97% | −19,975−7.5% | Reduced |
| Ossiam | 246,032 | $9.59M | 0.17% | +207,630+540.7% | Added |
| Old National Bancorp | 239,710 | $9.34M | 0.22% | +20,062+9.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 239,479 | $9.33M | 0.03% | +4,701+2.0% | Added |
| Czech National Bank | 234,673 | $9.15M | 0.12% | +1,090+0.5% | Added |
| Systematic Alpha Investments, LLC | 233,937 | $9.12M | 0.37% | 00.0% | Unchanged |
| Korea Investment CORP | 233,903 | $9.12M | 0.02% | +35,628+18.0% | Added |
| Pinebridge Investments, L.P. | 233,896 | $9.12M | 0.07% | +233,896 | New |
| Basswood Capital Management, L.L.C. | 233,601 | $9.11M | 0.53% | −262,444−52.9% | Reduced |
| WSFS Capital Management, LLC | 231,824 | $9.04M | 0.51% | +3,546+1.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 231,232 | $9.01M | 0.72% | +207,203+862.3% | Added |
| Russell Investments Group, Ltd. | 230,604 | $8.97M | 0.01% | +22,182+10.6% | Added |
| Utah Retirement Systems | 229,325 | $8.94M | 0.10% | −200−0.1% | Reduced |
| Degroof Petercam Asset Management | 227,860 | $8.88M | 0.11% | +12,900+6.0% | Added |
| Parallax Volatility Advisers, L.P. | 225,119 | $8.78M | 0.25% | +225,119 | New |
| Steel Peak Wealth Management LLC | 224,380 | $8.75M | 0.45% | +8,290+3.8% | Added |
| Wealthcare Advisory Partners LLC | 219,088 | $8.54M | 0.28% | +3,973+1.8% | Added |
| Rowland & Co Investment Counsel | 216,523 | $8.44M | 1.78% | −985−0.5% | Reduced |
| Pinnacle Associates Ltd | 215,980 | $8.42M | 0.13% | −3,478−1.6% | Reduced |
| Highland Capital Management, LLC | 214,499 | $8.36M | 0.48% | −2,461−1.1% | Reduced |
| Kestra Advisory Services, LLC | 212,664 | $8.29M | 0.06% | +45,284+27.1% | Added |
| Picton Mahoney Asset Management | 211,344 | $8.24M | 0.35% | +211,044+70,348.0% | Added |
| Public Sector Pension Investment Board | 209,800 | $8.18M | 0.06% | +1,780+0.9% | Added |
| First National Trust Co | 209,225 | $8.16M | 0.33% | +112,739+116.8% | Added |
| Advisors Asset Management, Inc. | 208,611 | $8.13M | 0.16% | −74,922−26.4% | Reduced |
| Wellington Management Group LLP | 206,855 | $8.06M | 0.00% | −45,864−18.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 222,071 | $7.92M | 0.02% | −116,901−34.5% | Reduced |
| Northern Oak Wealth Management Inc | 202,036 | $7.88M | 0.94% | +16,214+8.7% | Added |
| Northwestern Mutual Wealth Management Co | 201,671 | $7.86M | 0.01% | −6,038−2.9% | Reduced |
| New York Life Investment Management LLC | 201,455 | $7.85M | 0.08% | −6,982−3.3% | Reduced |
| DnB Asset Management AS | 201,342 | $7.85M | 0.04% | −58,264−22.4% | Reduced |
| Intact Investment Management Inc. | 198,000 | $7.72M | 0.30% | −19,900−9.1% | Reduced |
| Mackenzie Financial Corp | 197,091 | $7.68M | 0.01% | −49,657−20.1% | Reduced |
| Yousif Capital Management, LLC | 194,686 | $7.59M | 0.08% | −2,229−1.1% | Reduced |
| NTV Asset Management LLC | 194,253 | $7.57M | 1.15% | +8,527+4.6% | Added |
| Old Point Trust & Financial Services N A | 193,364 | $7.54M | 2.74% | −10,599−5.2% | Reduced |
| Cardinal Capital Management | 193,135 | $7.53M | 1.22% | +13,003+7.2% | Added |
| Logan Capital Management Inc | 190,765 | $7.44M | 0.32% | +4,820+2.6% | Added |
| Public Employees Retirement Association of Colorado | 187,780 | $7.32M | 0.03% | −8,983−4.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 186,986 | $7.29M | 1.76% | +48,558+35.1% | Added |
| Janus Henderson Group PLC | 185,514 | $7.23M | 0.00% | +180.0% | Added |
| Xponance, Inc. | 183,161 | $7.14M | 0.07% | +8,561+4.9% | Added |
| M&T Bank Corp | 183,154 | $7.14M | 0.02% | +72,453+65.4% | Added |
| Investment Management Corp of Ontario | 180,532 | $7.04M | 0.21% | −9,600−5.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 179,153 | $6.98M | 0.53% | +58,093+48.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 179,064 | $6.98M | 0.09% | +7,631+4.5% | Added |
| Diversified Trust Co | 178,623 | $6.96M | 0.21% | −4,948−2.7% | Reduced |
| Alpha Omega Wealth Management LLC | 178,538 | $6.96M | 1.29% | +3,627+2.1% | Added |
| Mercer Global Advisors Inc | 176,251 | $6.87M | 0.02% | −25,392−12.6% | Reduced |
| Mutual of America Capital Management LLC | 174,867 | $6.82M | 0.07% | −3,574−2.0% | Reduced |
| Simplex Trading, LLC | 169,834 | $6.62M | 0.19% | −31,437−15.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 169,037 | $6.59M | 0.01% | −154,554−47.8% | Reduced |
| Ethic Inc. | 168,210 | $6.56M | 0.17% | −781−0.5% | Reduced |
| QRG Capital Management, Inc. | 164,994 | $6.43M | 0.08% | −33,512−16.9% | Reduced |
| Pathstone Holdings, LLC | 163,423 | $6.37M | 0.03% | +10,697+7.0% | Added |
| Qube Research & Technologies Ltd | 162,735 | $6.34M | 0.01% | +37,821+30.3% | Added |
| Maltese Capital Management LLC | 162,500 | $6.33M | 1.22% | +112,500+225.0% | Added |
| Argent Trust Co | 162,495 | $6.33M | 0.28% | +580.0% | Added |
| L & S Advisors Inc | 162,363 | $6.33M | 0.72% | +16,508+11.3% | Added |
| British Columbia Investment Management Corp | 159,230 | $6.21M | 0.04% | +5,917+3.9% | Added |