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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 158,307 | $6.17M | 0.03% | −146,531−48.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 157,034 | $6.12M | 0.08% | +45,480+40.8% | Added |
| Montag A & Associates Inc | 156,097 | $6.08M | 0.30% | −10,232−6.2% | Reduced |
| AMG National Trust Bank | 155,947 | $6.08M | 0.18% | +2,243+1.5% | Added |
| Point72 Hong Kong Ltd | 155,087 | $6.05M | 0.30% | +44,314+40.0% | Added |
| Continental Advisors LLC | 153,650 | $5.99M | 4.74% | +56,200+57.7% | Added |
| Huber Capital Management LLC | 152,653 | $5.95M | 1.34% | +48,000+45.9% | Added |
| Carlson Capital L P | 152,300 | $5.94M | 0.48% | −464,995−75.3% | Reduced |
| CIBC Private Wealth Group, LLC | 154,641 | $5.93M | 0.01% | +5,706+3.8% | Added |
| Nissay Asset Management Corp | 150,635 | $5.87M | 0.04% | +3,062+2.1% | Added |
| Harvest Portfolios Group Inc. | 150,574 | $5.87M | 0.23% | +13,585+9.9% | Added |
| Cullinan Associates Inc | 150,548 | $5.87M | 0.33% | −3,500−2.3% | Reduced |
| Linscomb & Williams, Inc. | 150,219 | $5.86M | 0.30% | +3,077+2.1% | Added |
| Whitener Capital Management, Inc. | 149,910 | $5.84M | 1.91% | +1,287+0.9% | Added |
| Zions Bancorporation, N.A. | 149,508 | $5.83M | 0.43% | +8,569+6.1% | Added |
| GWM Advisors LLC | 147,609 | $5.75M | 0.05% | −25,277−14.6% | Reduced |
| Raymond James Trust N.A. | 145,722 | $5.68M | 0.14% | −106,406−42.2% | Reduced |
| Associated Banc-Corp | 145,370 | $5.67M | 0.18% | −3,386−2.3% | Reduced |
| State of Alaska, Department of Revenue | 144,723 | $5.64M | 0.06% | +705+0.5% | Added |
| Boothbay Fund Management, LLC | 142,289 | $5.55M | 0.16% | −61,937−30.3% | Reduced |
| Dana Investment Advisors, Inc. | 138,224 | $5.39M | 0.18% | +18,576+15.5% | Added |
| Stephens Inc | 137,952 | $5.38M | 0.08% | −8,775−6.0% | Reduced |
| Patten & Patten Inc | 135,456 | $5.28M | 0.38% | −14,768−9.8% | Reduced |
| Parcion Private Wealth LLC | 135,446 | $5.28M | 0.46% | +392+0.3% | Added |
| Oppenheimer & Co Inc | 135,040 | $5.26M | 0.09% | +13,187+10.8% | Added |
| Davis Selected Advisers | 134,912 | $5.26M | 0.03% | −9,464−6.6% | Reduced |
| tru Independence LLC | 132,895 | $5.18M | 1.53% | −1,124−0.8% | Reduced |
| Daiwa Securities Group Inc. | 131,897 | $5.14M | 0.03% | +12,059+10.1% | Added |
| Wesbanco Bank Inc | 129,868 | $5.06M | 0.19% | −4,410−3.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 127,908 | $4.99M | 0.84% | +5,283+4.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 127,417 | $4.97M | 0.40% | 00.0% | Unchanged |
| Atria Investments LLC | 127,185 | $4.96M | 0.07% | +19,924+18.6% | Added |
| Loudon Investment Management, LLC | 126,018 | $4.91M | 2.82% | −10,175−7.5% | Reduced |
| Kempner Capital Management Inc. | 125,483 | $4.89M | 2.65% | −90.0% | Reduced |
| Chesley Taft & Associates LLC | 124,116 | $4.84M | 0.25% | +1,945+1.6% | Added |
| Baugh & Associates, LLC | 121,386 | $4.73M | 2.52% | +675+0.6% | Added |
| Bridge Creek Capital Management LLC | 120,876 | $4.71M | 1.51% | +1,955+1.6% | Added |
| Avantax Advisory Services, Inc. | 119,318 | $4.65M | 0.04% | +1,860+1.6% | Added |
| Sterling Investment Advisors, Ltd. | 118,533 | $4.62M | 1.30% | −460−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 118,169 | $4.61M | 0.02% | +118,169 | New |
| First Citizens Bank & Trust Co | 117,990 | $4.60M | 0.09% | −2,878−2.4% | Reduced |
| Cornerstone Wealth Group, LLC | 117,402 | $4.58M | 0.42% | +2,248+2.0% | Added |
| Capital Group Private Client Services, Inc. | 117,267 | $4.57M | 0.05% | +21,074+21.9% | Added |
| Bogart Wealth, LLC | 116,694 | $4.55M | 0.23% | −107,914−48.0% | Reduced |
| DRW Securities, LLC | 116,474 | $4.54M | 0.26% | +74,075+174.7% | Added |
| Griffin Asset Management, Inc. | 116,332 | $4.53M | 0.54% | −15,875−12.0% | Reduced |
| Advisory Services Network, LLC | 115,224 | $4.49M | 0.10% | −54,117−32.0% | Reduced |
| Oregon Public Employees Retirement Fund | 113,997 | $4.44M | 0.09% | −71,306−38.5% | Reduced |
| Allianz Asset Management GmbH | 113,310 | $4.42M | 0.01% | −116,291−50.6% | Reduced |
| Walleye Capital LLC | 112,642 | $4.39M | 0.05% | −322,378−74.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 111,963 | $4.36M | 0.05% | +35,636+46.7% | Added |
| EJF Capital LLC | 111,560 | $4.35M | 3.02% | −452−0.4% | Reduced |
| First Eagle Investment Management, LLC | 111,559 | $4.35M | 0.01% | −72,469−39.4% | Reduced |
| Lighthouse Investment Partners, LLC | 111,206 | $4.33M | 0.25% | −345,618−75.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 110,750 | $4.32M | 0.02% | −8,437−7.1% | Reduced |
| Jump Financial, LLC | 110,605 | $4.31M | 0.12% | +110,605 | New |
| Beese Fulmer Investment Management, Inc. | 110,373 | $4.30M | 0.40% | +19,807+21.9% | Added |
| Gulf International Bank (UK) Ltd | 109,935 | $4.29M | 0.11% | +626+0.6% | Added |
| Verdence Capital Advisors LLC | 109,276 | $4.26M | 0.39% | +20,524+23.1% | Added |
| Teachers Retirement System of the State of Kentucky | 109,091 | $4.25M | 0.04% | −5,536−4.8% | Reduced |
| Wealthfront Advisers LLC | 108,783 | $4.24M | 0.01% | +3,567+3.4% | Added |
| Cubist Systematic Strategies, LLC | 108,652 | $4.24M | 0.05% | +108,652 | New |
| United Capital Management of KS, Inc. | 107,839 | $4.20M | 0.96% | +3,934+3.8% | Added |
| Boston Common Asset Management, LLC | 107,680 | $4.20M | 0.10% | −59,564−35.6% | Reduced |
| Candriam Luxembourg S.C.A. | 107,636 | $4.20M | 0.03% | +1,394+1.3% | Added |
| Arkadios Wealth Advisors | 107,457 | $4.19M | 0.32% | +1,174+1.1% | Added |
| Colonial Trust Advisors | 107,194 | $4.18M | 0.41% | −1,184−1.1% | Reduced |
| Keybank National Association | 106,918 | $4.17M | 0.02% | −3,429−3.1% | Reduced |
| Commerce Bank | 105,622 | $4.12M | 0.03% | −14,813−12.3% | Reduced |
| Prudential PLC | 104,945 | $4.09M | 0.03% | +21,678+26.0% | Added |
| Hyman Charles D | 104,339 | $4.07M | 0.22% | −3,650−3.4% | Reduced |
| Hedeker Wealth, LLC | 103,364 | $4.03M | 1.16% | +18,934+22.4% | Added |
| Asio Capital, LLC | 103,025 | $4.02M | 0.85% | +1,052+1.0% | Added |
| LaFleur & Godfrey LLC | 102,552 | $4.00M | 0.59% | −1,031−1.0% | Reduced |
| Bragg Financial Advisors, Inc | 102,471 | $3.99M | 0.18% | −1,464−1.4% | Reduced |
| XML Financial, LLC | 102,418 | $3.99M | 0.41% | −20,239−16.5% | Reduced |
| Kentucky Retirement Systems | 101,288 | $3.95M | 0.12% | −5,420−5.1% | Reduced |
| Thomasville National Bank | 100,783 | $3.93M | 0.32% | −17,785−15.0% | Reduced |
| Sandy Spring Bank | 100,725 | $3.93M | 0.18% | −4,454−4.2% | Reduced |
| Dakota Wealth Management | 100,563 | $3.92M | 0.10% | −12,960−11.4% | Reduced |
| Group One Trading, L.P. | 100,354 | $3.91M | 0.14% | +100,354 | New |
| Chartwell Investment Partners, LLC | 100,000 | $3.90M | 0.13% | 00.0% | Unchanged |
| Soviero Asset Management, LP | 100,000 | $3.90M | 2.66% | +100,000 | New |
| Brinker Capital Investments, LLC | 99,232 | $3.87M | 0.04% | +2,158+2.2% | Added |
| Orion Portfolio Solutions, LLC | 99,232 | $3.87M | 0.04% | +2,158+2.2% | Added |
| Stock Yards Bank & Trust Co | 98,793 | $3.85M | 0.13% | −5,637−5.4% | Reduced |
| Bayesian Capital Management, LP | 98,028 | $3.82M | 0.37% | +98,028 | New |
| Engineers Gate Manager LP | 97,007 | $3.78M | 0.10% | −196,463−66.9% | Reduced |
| Fifth Third Bancorp | 96,762 | $3.77M | 0.01% | +21,002+27.7% | Added |
| Ingalls & Snyder LLC | 95,902 | $3.74M | 0.17% | −7,395−7.2% | Reduced |
| Community Bank, N.A. | 94,785 | $3.69M | 0.48% | +80+0.1% | Added |
| HB Wealth Management, LLC | 94,290 | $3.68M | 0.05% | −1,495−1.6% | Reduced |
| Tower Bridge Advisors | 93,394 | $3.64M | 0.37% | −78,422−45.6% | Reduced |
| Maryland State Retirement & Pension System | 103,233 | $3.63M | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 92,652 | $3.61M | 0.03% | −8,548−8.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 92,330 | $3.60M | 0.07% | +9,728+11.8% | Added |
| Iowa State Bank | 91,739 | $3.58M | 0.79% | +34,129+59.2% | Added |
| Pacer Advisors, Inc. | 91,385 | $3.56M | 0.01% | +2,233+2.5% | Added |
| BancorpSouth Bank | 90,697 | $3.54M | 0.26% | −3,423−3.6% | Reduced |
| Bridgewater Associates, LP | 90,614 | $3.53M | 0.02% | +90,614 | New |