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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 53,145 | $2.07M | 0.08% | −651−1.2% | Reduced |
| Quantitative Investment Management, LLC | 52,655 | $2.05M | 0.12% | +52,655 | New |
| Graves-Light Private Wealth Management, Inc. | 52,630 | $2.05M | 0.24% | −2,062−3.8% | Reduced |
| Laurel Wealth Advisors LLC | 52,417 | $2.04M | 0.35% | +90.0% | Added |
| First Bank & Trust | 52,168 | $2.03M | 0.42% | +1,899+3.8% | Added |
| FinTrust Capital Advisors, LLC | 52,086 | $2.03M | 0.39% | +5,564+12.0% | Added |
| Glenmede Trust Co NA | 52,070 | $2.03M | 0.01% | +10,408+25.0% | Added |
| Easterly Investment Partners LLC | 51,757 | $2.02M | 0.15% | −2,920−5.3% | Reduced |
| Poehling Capital Management, LLC | 51,746 | $2.02M | 0.54% | +3,702+7.7% | Added |
| Carnegie Capital Asset Management, LLC | 51,615 | $2.01M | 0.06% | +12,656+32.5% | Added |
| Disciplined Equity Management, Inc. | 51,290 | $2.00M | 1.33% | +51,290 | New |
| Thompson Siegel & Walmsley LLC | 51,234 | $2.00M | 0.03% | −3,657−6.7% | Reduced |
| Cornerstone Advisors, LLC | 51,100 | $1.99M | 0.08% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 50,529 | $1.97M | 0.04% | +1,345+2.7% | Added |
| IVC Wealth Advisors LLC | 50,461 | $1.97M | 1.14% | −1,593−3.1% | Reduced |
| Vinva Investment Management Ltd | 50,421 | $1.97M | 0.11% | +4,190+9.1% | Added |
| Hancock Whitney Corp | 50,212 | $1.96M | 0.07% | −4,470−8.2% | Reduced |
| Trust Co of Toledo NA | 49,563 | $1.93M | 0.30% | +5,083+11.4% | Added |
| Cornercap Investment Counsel Inc | 49,248 | $1.92M | 0.30% | +49,248 | New |
| Toroso Investments, LLC | 48,899 | $1.90M | 0.03% | −4,893−9.1% | Reduced |
| River Wealth Advisors LLC | 48,743 | $1.90M | 0.28% | −7,731−13.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 48,402 | $1.89M | 0.04% | +23,445+93.9% | Added |
| Signaturefd, LLC | 48,403 | $1.89M | 0.04% | +606+1.3% | Added |
| Pathway Financial Advisers, LLC | 48,159 | $1.88M | 0.68% | +4,489+10.3% | Added |
| SeaCrest Wealth Management, LLC | 47,961 | $1.87M | 0.23% | −750−1.5% | Reduced |
| Empirical Finance, LLC | 47,938 | $1.87M | 0.11% | +1,619+3.5% | Added |
| Prospera Financial Services Inc | 47,802 | $1.86M | 0.06% | −6,311−11.7% | Reduced |
| Marco Investment Management LLC | 47,624 | $1.86M | 0.18% | −1,700−3.4% | Reduced |
| Bailard, Inc. | 47,572 | $1.85M | 0.05% | +740+1.6% | Added |
| Culbertson A N & Co Inc | 47,313 | $1.84M | 0.32% | −2,431−4.9% | Reduced |
| Quantinno Capital Management LP | 46,993 | $1.83M | 0.04% | +7,250+18.2% | Added |
| Farmers National Bank | 46,209 | $1.80M | 0.54% | +18,724+68.1% | Added |
| Apollon Wealth Management, LLC | 45,459 | $1.77M | 0.06% | −1,317−2.8% | Reduced |
| Guardian Wealth Advisors, LLC | 45,381 | $1.77M | 0.22% | +384+0.9% | Added |
| International Assets Investment Management, LLC | 45,696 | $1.75M | 0.18% | +17,376+61.4% | Added |
| Norinchukin Bank, The | 44,658 | $1.74M | 0.05% | −586−1.3% | Reduced |
| Inspire Trust Co, N.A. | 44,657 | $1.74M | 0.97% | +19,300+76.1% | Added |
| Argyle Capital Management Inc. | 44,350 | $1.73M | 0.67% | +2,200+5.2% | Added |
| Principal Securities, Inc. | 44,337 | $1.73M | 0.05% | +1,200+2.8% | Added |
| Arvest Investments, Inc. | 44,150 | $1.72M | 0.27% | +519+1.2% | Added |
| ZWJ Investment Counsel Inc | 44,111 | $1.72M | 0.08% | −3,838−8.0% | Reduced |
| CWA Asset Management Group, LLC | 44,045 | $1.72M | 0.10% | +570+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 44,015 | $1.72M | 0.12% | −3,498−7.4% | Reduced |
| Investors Research Corp | 43,479 | $1.69M | 0.40% | −518−1.2% | Reduced |
| Argent Advisors, Inc. | 43,386 | $1.69M | 0.67% | −1,640−3.6% | Reduced |
| Bray Capital Advisors | 43,299 | $1.69M | 0.43% | +588+1.4% | Added |
| Hills Bank & Trust Co | 42,928 | $1.67M | 0.14% | +618+1.5% | Added |
| BHK Investment Advisors, LLC | 42,849 | $1.67M | 0.64% | +17,724+70.5% | Added |
| CIBC World Markets Inc. | 42,846 | $1.67M | 0.00% | −3,450−7.5% | Reduced |
| Heritage Wealth Advisors | 42,785 | $1.67M | 0.08% | +144+0.3% | Added |
| First American Bank | 42,673 | $1.66M | 0.13% | +6,684+18.6% | Added |
| Gratus Capital LLC | 42,418 | $1.65M | 0.08% | +31,579+291.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 42,322 | $1.65M | 0.04% | +107+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 42,300 | $1.65M | 0.27% | +790+1.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 42,186 | $1.64M | 0.07% | +4,290+11.3% | Added |
| GHP Investment Advisors, Inc. | 42,058 | $1.64M | 0.08% | +1,588+3.9% | Added |
| Winton Group Ltd | 42,033 | $1.64M | 0.12% | −9,532−18.5% | Reduced |
| Marotta Asset Management | 42,018 | $1.64M | 0.34% | −73−0.2% | Reduced |
| Citizens & Northern Corp | 42,013 | $1.64M | 0.55% | +9,297+28.4% | Added |
| Bahl & Gaynor Inc | 41,440 | $1.62M | 0.01% | −5,416−11.6% | Reduced |
| NBC Securities, Inc. | 41,378 | $1.61M | 0.15% | +50+0.1% | Added |
| Ostrum Asset Management | 41,305 | $1.61M | 0.13% | −5,431−11.6% | Reduced |
| CWM, LLC | 41,294 | $1.61M | 0.01% | +12,158+41.7% | Added |
| Atlantic Union Bankshares Corp | 41,122 | $1.60M | 0.14% | −402−1.0% | Reduced |
| Ballast, Inc. | 40,801 | $1.59M | 0.50% | +1,712+4.4% | Added |
| Allworth Financial LP | 40,773 | $1.59M | 0.01% | +3,277+8.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 40,682 | $1.59M | 0.06% | +37,801+1,312.1% | Added |
| Global Retirement Partners, LLC | 40,380 | $1.57M | 0.06% | +3,603+9.8% | Added |
| Beacon Pointe Advisors, LLC | 40,365 | $1.57M | 0.02% | −1,882−4.5% | Reduced |
| United Services Automobile Association | 40,317 | $1.57M | 0.04% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 40,238 | $1.57M | 0.86% | +40,238 | New |
| Atria Wealth Solutions, Inc. | 40,124 | $1.56M | 0.02% | −741−1.8% | Reduced |
| Veriti Management LLC | 39,923 | $1.56M | 0.12% | +9,965+33.3% | Added |
| Patten Group, Inc. | 39,886 | $1.55M | 0.38% | −4,452−10.0% | Reduced |
| Welch & Forbes LLC | 39,687 | $1.55M | 0.02% | −4,307−9.8% | Reduced |
| Capital Investment Advisors, LLC | 39,675 | $1.55M | 0.04% | −702−1.7% | Reduced |
| Fiduciary Family Office, LLC | 39,467 | $1.54M | 0.60% | +25,041+173.6% | Added |
| Motley Fool Asset Management LLC | 39,430 | $1.54M | 0.10% | +2,706+7.4% | Added |
| ING Groep NV | 39,279 | $1.53M | 0.01% | +39,279 | New |
| Oak Harbor Wealth Partners, LLC | 38,861 | $1.51M | 0.47% | −630−1.6% | Reduced |
| Assetmark, Inc | 38,644 | $1.51M | 0.00% | +6,601+20.6% | Added |
| Colonial Trust Co | 38,577 | $1.50M | 0.28% | −570−1.5% | Reduced |
| Trust Co of Vermont | 38,562 | $1.50M | 0.08% | +1,068+2.8% | Added |
| Icon Advisers Inc | 39,100 | $1.50M | 0.33% | 00.0% | Unchanged |
| Tredje AP-fonden | 38,143 | $1.49M | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 38,028 | $1.48M | 0.64% | −3,244−7.9% | Reduced |
| RKL Wealth Management LLC | 38,012 | $1.48M | 0.15% | +814+2.2% | Added |
| Financial Partners Group, LLC | 37,593 | $1.47M | 0.57% | −2,424−6.1% | Reduced |
| IFG Advisory, LLC | 37,390 | $1.46M | 0.11% | −2,862−7.1% | Reduced |
| Kinneret Advisory, LLC | 37,289 | $1.45M | 0.15% | −116−0.3% | Reduced |
| Walleye Trading LLC | 37,250 | $1.45M | 0.02% | −29,458−44.2% | Reduced |
| Heritage Trust Co | 37,164 | $1.45M | 0.19% | +450+1.2% | Added |
| Twin City Private Wealth, LLC | 37,046 | $1.44M | 1.42% | +37,046 | New |
| Concurrent Investment Advisors, LLC | 36,875 | $1.44M | 0.06% | +6,826+22.7% | Added |
| Physicians Financial Services, Inc. | 36,827 | $1.44M | 0.51% | 00.0% | Unchanged |
| Spire Wealth Management | 36,707 | $1.43M | 0.04% | +7,652+26.3% | Added |
| Diamant Asset Management, Inc. | 36,511 | $1.42M | 0.99% | −3,085−7.8% | Reduced |
| Wealth Alliance | 36,508 | $1.42M | 0.19% | +411+1.1% | Added |
| J.W. Cole Advisors, Inc. | 36,493 | $1.42M | 0.07% | +185+0.5% | Added |
| Neville Rodie & Shaw Inc | 36,373 | $1.42M | 0.11% | 00.0% | Unchanged |