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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 90,459 | $3.53M | 0.07% | +26,645+41.8% | Added |
| AXA S.A. | 90,271 | $3.52M | 0.01% | −18,819−17.3% | Reduced |
| Legacy Financial Advisors, Inc. | 89,099 | $3.47M | 0.62% | +1,186+1.3% | Added |
| Wealth Group, Ltd. | 88,945 | $3.47M | 2.62% | +88,945 | New |
| Am Investment Strategies LLC | 87,744 | $3.42M | 0.87% | −2,463−2.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 86,282 | $3.36M | 0.04% | +15,420+21.8% | Added |
| Hartford Investment Management Co | 86,030 | $3.35M | 0.12% | −3,799−4.2% | Reduced |
| Imprint Wealth LLC | 86,810 | $3.33M | 0.81% | +842+1.0% | Added |
| Fort Pitt Capital Group, LLC | 85,206 | $3.32M | 0.10% | +1,713+2.1% | Added |
| Jones Financial Companies LLLP | 85,129 | $3.32M | 0.00% | +21,296+33.4% | Added |
| Arbor Investment Advisors, LLC | 84,445 | $3.29M | 0.48% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 83,801 | $3.27M | 0.65% | −2,919−3.4% | Reduced |
| PMC FIG Opportunities LLC | 83,759 | $3.26M | 4.90% | +13,759+19.7% | Added |
| Legacy Advisors, LLC | 83,277 | $3.25M | 0.41% | +167+0.2% | Added |
| JustInvest LLC | 83,255 | $3.25M | 0.07% | +5,851+7.6% | Added |
| Axxcess Wealth Management, LLC | 82,595 | $3.22M | 0.09% | +8,851+12.0% | Added |
| Fiduciary Alliance LLC | 83,650 | $3.21M | 0.57% | −803−1.0% | Reduced |
| Signature Wealth Management Group | 86,948 | $3.20M | 1.46% | +4,879+5.9% | Added |
| Anchor Investment Management, LLC | 81,271 | $3.17M | 0.33% | −1,753−2.1% | Reduced |
| MainStreet Investment Advisors LLC | 81,259 | $3.17M | 0.38% | −1,196−1.5% | Reduced |
| Morningstar Investment Management LLC | 81,068 | $3.16M | 0.34% | −1,302−1.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 80,450 | $3.14M | 0.09% | +2,400+3.1% | Added |
| BlueChip Wealth Advisors LLC | 79,951 | $3.12M | 2.01% | −25,106−23.9% | Reduced |
| Securian Asset Management, Inc | 78,556 | $3.06M | 0.09% | −5,825−6.9% | Reduced |
| Louisiana State Employees Retirement System | 77,600 | $3.02M | 0.06% | −3,000−3.7% | Reduced |
| Wellington Shields Capital Management, LLC | 76,908 | $3.00M | 0.57% | −3,078−3.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 76,826 | $2.99M | 0.13% | −1,941−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 76,275 | $2.97M | 0.03% | +29,414+62.8% | Added |
| Ziegler Capital Management, LLC | 76,317 | $2.96M | 0.11% | −4,777−5.9% | Reduced |
| Caption Management, LLC | 75,700 | $2.95M | 0.33% | +71,331+1,632.7% | Added |
| Hengehold Capital Management LLC | 75,659 | $2.95M | 0.31% | +74+0.1% | Added |
| Tejara Capital Ltd | 75,500 | $2.94M | 1.09% | +75,500 | New |
| Credit Agricole S A | 82,045 | $2.93M | 0.05% | +44,311+117.4% | Added |
| Proquility Private Wealth Partners, LLC | 75,066 | $2.93M | 1.00% | +25,763+52.3% | Added |
| Kingsview Wealth Management, LLC | 74,846 | $2.92M | 0.07% | +6,640+9.7% | Added |
| Concord Wealth Partners | 74,751 | $2.91M | 0.52% | −364−0.5% | Reduced |
| Thrivent Financial for Lutherans | 74,326 | $2.90M | 0.01% | −6,207−7.7% | Reduced |
| TD Private Client Wealth LLC | 74,015 | $2.89M | 0.09% | −3,633−4.7% | Reduced |
| Private Advisor Group, LLC | 73,840 | $2.88M | 0.02% | −7,316−9.0% | Reduced |
| Moors & Cabot, Inc. | 73,204 | $2.85M | 0.15% | +9,435+14.8% | Added |
| Edmp, Inc. | 72,428 | $2.82M | 2.36% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 72,190 | $2.81M | 0.42% | −13,309−15.6% | Reduced |
| Alaska Permanent Fund Corp | 72,177 | $2.81M | 0.04% | +986+1.4% | Added |
| United Bank | 71,923 | $2.80M | 1.43% | +1,471+2.1% | Added |
| Allspring Global Investments Holdings, LLC | 71,483 | $2.79M | 0.00% | −2,820−3.8% | Reduced |
| Sandhill Capital Partners LLC | 71,439 | $2.78M | 0.22% | +1,908+2.7% | Added |
| Empowered Funds, LLC | 71,319 | $2.78M | 0.05% | +4,456+6.7% | Added |
| Duality Advisers, LP | 71,154 | $2.77M | 0.27% | −93,766−56.9% | Reduced |
| Huntington National Bank | 70,807 | $2.76M | 0.02% | −1,712−2.4% | Reduced |
| Semmax Financial Advisors Inc. | 69,429 | $2.76M | 0.91% | −8,302−10.7% | Reduced |
| Everence Capital Management Inc | 70,530 | $2.75M | 0.18% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 70,299 | $2.74M | 0.04% | +61,308+681.9% | Added |
| JT Stratford LLC | 70,248 | $2.74M | 0.55% | −3,784−5.1% | Reduced |
| Kestra Private Wealth Services, LLC | 69,367 | $2.70M | 0.06% | −4,942−6.7% | Reduced |
| Elo Mutual Pension Insurance Co | 69,039 | $2.69M | 0.06% | −47,251−40.6% | Reduced |
| Kavar Capital Partners Group, LLC | 68,698 | $2.68M | 0.49% | −65,002−48.6% | Reduced |
| Commonwealth Retirement Investments LLC | 68,332 | $2.66M | 1.27% | +798+1.2% | Added |
| Equitable Trust Co | 68,255 | $2.66M | 0.18% | +15,360+29.0% | Added |
| Peloton Wealth Strategists | 68,100 | $2.65M | 1.08% | +2,800+4.3% | Added |
| King Luther Capital Management Corp | 68,076 | $2.65M | 0.01% | −628−0.9% | Reduced |
| Capital International Inc | 67,811 | $2.64M | 0.04% | +12,899+23.5% | Added |
| National Asset Management, Inc. | 91,666 | $2.62M | 0.07% | +656+0.7% | Added |
| New Mexico Educational Retirement Board | 67,188 | $2.62M | 0.09% | −2,100−3.0% | Reduced |
| Abn Amro Investment Solutions | 66,274 | $2.58M | 0.04% | −41,523−38.5% | Reduced |
| Wright Investors Service Inc | 65,979 | $2.57M | 0.65% | +234+0.4% | Added |
| Stratos Wealth Partners, LTD. | 64,691 | $2.52M | 0.04% | −1,029−1.6% | Reduced |
| Massmutual Trust Co FSB | 64,644 | $2.52M | 0.08% | −87,268−57.4% | Reduced |
| Stonebridge Capital Advisors LLC | 64,318 | $2.51M | 0.23% | +32,160+100.0% | Added |
| Fulton Bank, N.A. | 63,789 | $2.49M | 0.10% | −5,466−7.9% | Reduced |
| Principle Wealth Partners LLC | 63,771 | $2.49M | 0.19% | +558+0.9% | Added |
| Pinnacle Financial Partners Inc | 63,711 | $2.48M | 0.05% | −1,579−2.4% | Reduced |
| Triangle Securities Wealth Management | 63,608 | $2.48M | 0.71% | −2,206−3.4% | Reduced |
| Ahl Investment Management, Inc. | 62,959 | $2.45M | 1.88% | −1,370−2.1% | Reduced |
| Jacobs Asset Management, LLC | 62,500 | $2.44M | 1.87% | +62,500 | New |
| First Hawaiian Bank | 61,879 | $2.41M | 0.07% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 61,867 | $2.41M | 0.42% | −1,686−2.7% | Reduced |
| Lecap Asset Management Ltd | 61,776 | $2.41M | 0.50% | +53,275+626.7% | Added |
| Shelton Capital Management | 61,698 | $2.40M | 0.07% | +53,000+609.3% | Added |
| Achmea Investment Management B.V. | 61,630 | $2.40M | 0.05% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 61,510 | $2.40M | 0.12% | −1,949−3.1% | Reduced |
| Venture Visionary Partners LLC | 60,589 | $2.36M | 0.11% | +3,767+6.6% | Added |
| Redwood Investment Management, LLC | 60,225 | $2.35M | 0.23% | −2,467−3.9% | Reduced |
| Holderness Investments Co | 59,786 | $2.33M | 0.57% | +61+0.1% | Added |
| Camden National Bank | 59,367 | $2.31M | 0.41% | +540+0.9% | Added |
| Foster Victor Wealth Advisors, LLC | 62,028 | $2.31M | 0.21% | +2,494+4.2% | Added |
| Warren Averett Asset Management, LLC | 58,234 | $2.27M | 0.05% | +1,112+1.9% | Added |
| Savant Capital, LLC | 58,216 | $2.27M | 0.03% | +8,335+16.7% | Added |
| Gator Capital Management, LLC | 58,000 | $2.26M | 1.21% | −9,099−13.6% | Reduced |
| AIA Group Ltd | 57,589 | $2.24M | 0.07% | +57,589 | New |
| WBI Investments | 57,481 | $2.24M | 0.47% | +40,828+245.2% | Added |
| Lincoln National Corp | 57,400 | $2.24M | 0.03% | −4,546−7.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 56,308 | $2.19M | 0.05% | −2,280−3.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 56,123 | $2.19M | 0.02% | +1,465+2.7% | Added |
| StoneX Group Inc. | 56,046 | $2.18M | 0.20% | +7,442+15.3% | Added |
| E. Ohman J:or Asset Management AB | 55,700 | $2.17M | 0.06% | +34,200+159.1% | Added |
| Rather & Kittrell, Inc. | 55,392 | $2.16M | 0.65% | −65−0.1% | Reduced |
| Level Four Advisory Services, LLC | 57,882 | $2.14M | 0.12% | +1,213+2.1% | Added |
| Arvest Trust Co N A | 54,684 | $2.13M | 0.12% | +11,175+25.7% | Added |
| Vident Advisory, LLC | 53,845 | $2.10M | 0.04% | +29,466+120.9% | Added |
| Metropolitan Life Insurance Co | 53,793 | $2.10M | 0.09% | −493−0.9% | Reduced |