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 |
|---|---|---|---|---|---|
| St. Johns Investment Management Company, LLC | 36,338 | $1.42M | 0.68% | +4,083+12.7% | Added |
| Ronald Blue Trust, Inc. | 36,261 | $1.41M | 0.02% | −13,013−26.4% | Reduced |
| Machina Capital S.A.S. | 36,065 | $1.41M | 0.74% | +25,835+252.5% | Added |
| Canandaigua National Bank & Trust Co | 35,909 | $1.40M | 0.21% | +25,533+246.1% | Added |
| Rakuten Investment Management, Inc. | 35,864 | $1.40M | 0.01% | +32,568+988.1% | Added |
| Brooks, Moore & Associates, Inc. | 35,801 | $1.40M | 0.90% | −2,815−7.3% | Reduced |
| Arcus Capital Partners, LLC | 35,526 | $1.38M | 0.44% | −6,920−16.3% | Reduced |
| Financial Security Advisor, Inc. | 35,283 | $1.38M | 0.48% | +99+0.3% | Added |
| Blair William & Co | 35,057 | $1.37M | 0.00% | −5,149−12.8% | Reduced |
| Park Avenue Securities LLC | 34,955 | $1.36M | 0.02% | +492+1.4% | Added |
| Silvercrest Asset Management Group LLC | 34,856 | $1.36M | 0.01% | −4,965−12.5% | Reduced |
| Sequoia Financial Advisors, LLC | 34,594 | $1.35M | 0.02% | −9,173−21.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 36,518 | $1.35M | 0.52% | −4,293−10.5% | Reduced |
| Berkeley Capital Partners, LLC | 34,520 | $1.35M | 0.41% | −774−2.2% | Reduced |
| Quadcap Wealth Management, LLC | 34,111 | $1.33M | 0.30% | −5,246−13.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 35,611 | $1.33M | 0.25% | −1,072−2.9% | Reduced |
| New England Research & Management, Inc. | 34,050 | $1.33M | 0.65% | −262−0.8% | Reduced |
| Teacher Retirement System of Texas | 33,922 | $1.32M | 0.01% | −216,357−86.4% | Reduced |
| Bleakley Financial Group, LLC | 33,902 | $1.32M | 0.04% | +4,012+13.4% | Added |
| Independence Bank of Kentucky | 33,742 | $1.32M | 0.39% | −1,711−4.8% | Reduced |
| MCF Advisors LLC | 33,735 | $1.31M | 0.10% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 33,698 | $1.31M | 0.03% | +33,698 | New |
| We Are One Seven, LLC | 33,664 | $1.31M | 0.07% | −5,323−13.7% | Reduced |
| NEOS Investment Management LLC | 33,632 | $1.31M | 0.08% | +14,716+77.8% | Added |
| Graham Capital Management, L.P. | 33,601 | $1.31M | 0.04% | −44,470−57.0% | Reduced |
| Ieq Capital, LLC | 33,308 | $1.30M | 0.02% | +2,638+8.6% | Added |
| Mutual Advisors, LLC | 32,131 | $1.25M | 0.04% | +1,924+6.4% | Added |
| CAPROCK Group, Inc. | 31,883 | $1.24M | 0.07% | −4,912−13.3% | Reduced |
| Jacobi Capital Management LLC | 31,838 | $1.24M | 0.11% | +3,505+12.4% | Added |
| Nicolet Bankshares Inc | 31,834 | $1.24M | 0.31% | +1,231+4.0% | Added |
| InterOcean Capital Group, LLC | 31,815 | $1.24M | 0.03% | −9,135−22.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 31,783 | $1.24M | 0.06% | +1,520+5.0% | Added |
| ProVise Management Group, LLC | 31,335 | $1.22M | 0.11% | −1,064−3.3% | Reduced |
| XTX Topco Ltd | 31,334 | $1.22M | 0.16% | +31,334 | New |
| Gotham Asset Management, LLC | 31,296 | $1.22M | 0.02% | −4,023−11.4% | Reduced |
| Salomon & Ludwin, LLC | 30,863 | $1.20M | 0.10% | −26,932−46.6% | Reduced |
| Foundations Investment Advisors, LLC | 30,826 | $1.20M | 0.03% | −114−0.4% | Reduced |
| Bank Ozk | 30,784 | $1.20M | 0.54% | −2,331−7.0% | Reduced |
| Applied Capital LLC | 30,704 | $1.20M | 0.97% | +1,425+4.9% | Added |
| WealthShield Partners, LLC | 30,651 | $1.19M | 0.19% | −196−0.6% | Reduced |
| Taylor Financial Group, Inc. | 30,602 | $1.19M | 0.91% | −1,196−3.8% | Reduced |
| BCS Wealth Management | 30,554 | $1.19M | 0.38% | −158−0.5% | Reduced |
| Salzhauer Michael | 30,500 | $1.19M | 0.95% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 31,508 | $1.18M | 0.52% | +2,927+10.2% | Added |
| D.A. Davidson & Co. | 29,867 | $1.16M | 0.01% | −8,564−22.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 29,818 | $1.16M | 0.10% | −30−0.1% | Reduced |
| Patton Albertson Miller Group, LLC | 29,329 | $1.14M | 0.17% | +1,661+6.0% | Added |
| CNB Bank | 29,100 | $1.13M | 0.55% | −3,602−11.0% | Reduced |
| Alberta Investment Management Corp | 28,800 | $1.12M | 0.01% | −21,825−43.1% | Reduced |
| ExodusPoint Capital Management, LP | 28,679 | $1.12M | 0.01% | +15,758+122.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,654 | $1.12M | 0.15% | +2,274+8.6% | Added |
| Voya Financial Advisors, Inc. | 28,886 | $1.11M | 0.13% | +720+2.6% | Added |
| Resources Investment Advisors, LLC. | 28,505 | $1.11M | 0.02% | +2,051+7.8% | Added |
| V-Square Quantitative Management LLC | 28,047 | $1.09M | 0.18% | +5,415+23.9% | Added |
| Ally Financial Inc. | 28,000 | $1.09M | 0.15% | 00.0% | Unchanged |
| Csenge Advisory Group | 27,924 | $1.09M | 0.06% | +579+2.1% | Added |
| Founders Financial Alliance, LLC | 27,896 | $1.09M | 0.33% | −1,197−4.1% | Reduced |
| Groupama Asset Managment | 10,622 | $1.08M | 0.02% | −14,277−57.3% | Reduced |
| Old North State Trust, LLC | 27,727 | $1.08M | 0.91% | +27,727 | New |
| RFG Advisory, LLC | 27,618 | $1.08M | 0.04% | +377+1.4% | Added |
| Boston Private Wealth LLC | 27,379 | $1.07M | 0.02% | +6,552+31.5% | Added |
| Dividend Assets Capital, LLC | 27,364 | $1.07M | 0.22% | −630−2.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 27,296 | $1.06M | 0.10% | −11,559−29.7% | Reduced |
| Intrua Financial, LLC | 27,146 | $1.06M | 0.16% | +3,561+15.1% | Added |
| Lowe Brockenbrough & Co Inc | 27,058 | $1.05M | 0.07% | −2,151−7.4% | Reduced |
| Gratus Wealth Advisors, LLC | 29,373 | $1.05M | 0.19% | +577+2.0% | Added |
| Smith Chas P & Associates Pa Cpas | 26,906 | $1.05M | 0.06% | +4,643+20.9% | Added |
| Linden Thomas Advisory Services, LLC | 26,742 | $1.04M | 0.17% | +1,122+4.4% | Added |
| Tower Research Capital LLC (TRC) | 26,511 | $1.03M | 0.02% | −146,445−84.7% | Reduced |
| Teza Capital Management LLC | 26,511 | $1.03M | 0.14% | +26,511 | New |
| First County Bank | 26,399 | $1.03M | 0.50% | +2,738+11.6% | Added |
| United Bank | 26,377 | $1.03M | 0.12% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 26,374 | $1.03M | 0.25% | +396+1.5% | Added |
| PBMares Wealth Management LLC | 26,333 | $1.03M | 0.27% | +26,333 | New |
| Wealthspire Advisors, LLC | 26,248 | $1.02M | 0.01% | −1,292−4.7% | Reduced |
| BKD Wealth Advisors, LLC | 26,239 | $1.02M | 0.03% | −4,964−15.9% | Reduced |
| La Banque Postale Asset Management SA | 26,109 | $1.02M | 0.04% | −41,918−61.6% | Reduced |
| RBF Capital, LLC | 25,900 | $1.01M | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 25,856 | $1.01M | 0.01% | +8,256+46.9% | Added |
| Madden Securities Corp | 25,750 | $1.00M | 0.46% | −1,500−5.5% | Reduced |
| Integrated Wealth Concepts LLC | 25,498 | $993.9K | 0.01% | −308−1.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 25,298 | $986.1K | 0.01% | −6,735−21.0% | Reduced |
| Moody National Bank Trust Division | 25,252 | $984.3K | 0.08% | −2,906−10.3% | Reduced |
| Tiaa Trust, National Association | 25,076 | $977.5K | 0.00% | −576−2.2% | Reduced |
| Select Asset Management & Trust | 24,972 | $973.0K | 0.40% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 24,913 | $971.6K | 0.89% | −205−0.8% | Reduced |
| KG&L Capital Management,LLC | 24,919 | $971.4K | 0.39% | −2,035−7.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 24,786 | $966.2K | 0.10% | −365−1.5% | Reduced |
| Bridges Investment Management Inc | 24,650 | $960.9K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 24,629 | $960.0K | 0.01% | −52,805−68.2% | Reduced |
| Glass Wealth Management Co LLC | 24,595 | $958.7K | 0.58% | +24,595 | New |
| Lloyd Advisory Services, LLC. | 24,480 | $954.1K | 0.20% | +16,602+210.7% | Added |
| Legacy Wealth Asset Management, LLC | 24,386 | $950.6K | 0.26% | +180+0.7% | Added |
| Trust Co of the South | 24,353 | $949.3K | 0.22% | −1,725−6.6% | Reduced |
| RFP Financial Group LLC | 24,332 | $948.4K | 0.37% | +1,037+4.5% | Added |
| Summit Financial Group Inc | 24,264 | $945.8K | 0.34% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 24,207 | $943.6K | 0.39% | +194+0.8% | Added |
| Horizon Investments, LLC | 24,470 | $941.4K | 0.02% | +103+0.4% | Added |
| Brighton Jones LLC | 24,124 | $940.4K | 0.03% | −3,598−13.0% | Reduced |
| Bayview Asset Management, LLC | 24,000 | $935.5K | 0.38% | +24,000 | New |