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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 24,056 | $934.6K | 0.02% | +9,150+61.4% | Added |
| Glenview Trust Co | 23,948 | $933.5K | 0.02% | −510−2.1% | Reduced |
| Ballentine Partners, LLC | 23,898 | $931.5K | 0.02% | +380+1.6% | Added |
| Profund Advisors LLC | 23,815 | $928.3K | 0.04% | −1,725−6.8% | Reduced |
| DoubleLine ETF Adviser LP | 23,771 | $926.6K | 0.24% | +1,415+6.3% | Added |
| Vestcor Inc | 23,727 | $925.0K | 0.03% | −4,630−16.3% | Reduced |
| Northwest & Ethical Investments L.P. | 23,725 | $924.8K | 0.03% | +6,225+35.6% | Added |
| Lakeview Capital Partners, LLC | 23,718 | $924.5K | 0.15% | +105+0.4% | Added |
| Great Lakes Retirement, Inc. | 23,695 | $923.6K | 0.14% | −143−0.6% | Reduced |
| Van Eck Associates Corp | 23,621 | $921.0K | 0.00% | −73,414−75.7% | Reduced |
| Quest Partners LLC | 23,617 | $920.6K | 0.16% | +11,293+91.6% | Added |
| UniSuper Management Pty Ltd | 23,552 | $918.1K | 0.01% | +21,617+1,117.2% | Added |
| Widmann Financial Services, Inc. | 23,403 | $912.2K | 0.77% | −331−1.4% | Reduced |
| Wetherby Asset Management Inc | 23,402 | $912.2K | 0.04% | −565−2.4% | Reduced |
| Whittier Trust Co | 23,371 | $910.7K | 0.01% | −14,146−37.7% | Reduced |
| Greenwood Capital Associates LLC | 23,343 | $909.9K | 0.12% | −366−1.5% | Reduced |
| South State Corp. | 22,994 | $896.3K | 0.07% | −4,040−14.9% | Reduced |
| Van Leeuwen & Company, LLC | 22,963 | $895.1K | 0.45% | +37+0.2% | Added |
| Snowden Capital Advisors LLC | 22,962 | $895.1K | 0.03% | +3,390+17.3% | Added |
| Plimoth Trust Co LLC | 22,948 | $894.5K | 0.24% | −1,775−7.2% | Reduced |
| Vontobel Holding Ltd. | 22,921 | $893.5K | 0.01% | −831−3.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 22,738 | $886.3K | 0.06% | +14,836+187.7% | Added |
| Valeo Financial Advisors, LLC | 22,743 | $882.2K | 0.03% | +50+0.2% | Added |
| Monument Capital Management | 22,304 | $869.4K | 0.25% | +70.0% | Added |
| Fort Sheridan Advisors LLC | 22,282 | $868.5K | 0.16% | +70.0% | Added |
| Leavell Investment Management, Inc. | 22,206 | $866.0K | 0.05% | −1,650−6.9% | Reduced |
| Certified Advisory Corp | 22,183 | $864.7K | 0.12% | −352−1.6% | Reduced |
| Marino, Stram & Associates LLC | 22,104 | $861.6K | 0.20% | +226+1.0% | Added |
| Midland Wealth Advisors LLC | 22,054 | $859.7K | 0.05% | −1,036−4.5% | Reduced |
| Carson Advisory Inc. | 21,978 | $856.7K | 0.60% | +50+0.2% | Added |
| Capital Management Associates | 21,967 | $856.3K | 1.02% | −3,622−14.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 21,915 | $854.2K | 0.41% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 21,724 | $851.0K | 0.06% | −1,282−5.6% | Reduced |
| RSM US Wealth Management LLC | 21,801 | $849.8K | 0.02% | +49+0.2% | Added |
| PEAK6 Investments LLC | 21,706 | $846.1K | 0.04% | +12,427+133.9% | Added |
| LVW Advisors, LLC | 21,662 | $844.4K | 0.14% | +4,394+25.4% | Added |
| Staley Capital Advisers Inc | 21,500 | $838.1K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 21,324 | $831.2K | 0.18% | +21,324 | New |
| Buckingham Strategic Partners | 21,301 | $830.3K | 0.02% | +10,355+94.6% | Added |
| AlphaStar Capital Management, LLC | 21,271 | $829.1K | 0.09% | +12,563+144.3% | Added |
| Capital Asset Advisory Services LLC | 21,683 | $825.9K | 0.05% | −365−1.7% | Reduced |
| Octavia Wealth Advisors, LLC | 21,064 | $821.1K | 0.12% | +6,373+43.4% | Added |
| Park Circle Co | 20,930 | $815.9K | 0.76% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 20,777 | $809.9K | 0.09% | −9,045−30.3% | Reduced |
| Cravens & Co Advisors, LLC | 20,705 | $807.1K | 0.67% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20,512 | $803.6K | 0.04% | −473−2.3% | Reduced |
| Northwest Bank & Trust Co | 21,061 | $790.6K | 0.73% | +39+0.2% | Added |
| Moneta Group Investment Advisors LLC | 20,207 | $787.7K | 0.01% | +1,884+10.3% | Added |
| First Horizon Advisors, Inc. | 20,165 | $786.1K | 0.02% | −354−1.7% | Reduced |
| Cipher Capital LP | 20,147 | $785.3K | 0.36% | +20,147 | New |
| Farmers & Merchants Investments Inc | 20,030 | $780.8K | 0.03% | −10,289−33.9% | Reduced |
| Fee-Only Financial Planning, L.C. | 20,014 | $780.1K | 0.53% | 00.0% | Unchanged |
| AlTi Global, Inc. | 19,843 | $773.5K | 0.02% | +1,607+8.8% | Added |
| City Holding Co | 19,782 | $770.9K | 0.12% | +4,720+31.3% | Added |
| Lebenthal Global Advisors, LLC | 19,762 | $770.3K | 0.17% | +1,131+6.1% | Added |
| Financial Advocates Investment Management | 19,707 | $768.2K | 0.04% | +1,752+9.8% | Added |
| Cornerstone Advisory, LLC | 19,646 | $765.8K | 0.11% | +80+0.4% | Added |
| Siemens Fonds Invest GmbH | 19,474 | $759.1K | 0.06% | −585−2.9% | Reduced |
| Umb Bank N A | 19,373 | $755.2K | 0.01% | −40,249−67.5% | Reduced |
| Invst, LLC | 19,604 | $752.2K | 0.09% | +19,604 | New |
| Trust Co of Virginia | 19,158 | $746.8K | 0.07% | −800−4.0% | Reduced |
| Trust Investment Advisors | 19,031 | $741.8K | 0.54% | −46−0.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 19,005 | $740.8K | 0.03% | −974−4.9% | Reduced |
| American Trust | 18,904 | $736.9K | 0.07% | 00.0% | Unchanged |
| Todd Asset Management LLC | 18,860 | $735.2K | 0.02% | +18,860 | New |
| RMR Wealth Builders | 18,841 | $734.4K | 0.09% | −356−1.9% | Reduced |
| ISAM Funds (UK) Ltd | 18,814 | $733.4K | 0.42% | +9,549+103.1% | Added |
| Meeder Advisory Services, Inc. | 18,792 | $732.5K | 0.07% | +1,872+11.1% | Added |
| CSS LLC | 18,618 | $725.7K | 0.06% | 00.0% | Unchanged |
| Pitcairn Co | 18,561 | $723.5K | 0.05% | +618+3.4% | Added |
| Brown Brothers Harriman & Co | 18,506 | $721.4K | 0.01% | −2,977−13.9% | Reduced |
| Stevens Capital Management LP | 18,335 | $715.0K | 0.14% | +4,606+33.5% | Added |
| Coldstream Capital Management Inc | 18,319 | $714.1K | 0.02% | +1,461+8.7% | Added |
| Ignite Planners, LLC | 18,583 | $713.0K | 0.20% | −3,868−17.2% | Reduced |
| Meitav Dash Investments Ltd | 18,288 | $712.9K | 0.01% | −390−2.1% | Reduced |
| MBL Wealth, LLC | 18,244 | $711.2K | 0.08% | −13,818−43.1% | Reduced |
| Driehaus Capital Management LLC | 18,176 | $708.5K | 0.01% | +18,176 | New |
| Sheets Smith Wealth Management | 18,157 | $707.8K | 0.08% | +180+1.0% | Added |
| Procyon Private Wealth Partners, LLC | 18,105 | $705.7K | 0.05% | −879−4.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 17,990 | $701.3K | 0.11% | −1,259−6.5% | Reduced |
| TCW Group Inc | 17,946 | $699.5K | 0.01% | −3,111−14.8% | Reduced |
| Wealth Quarterback LLC | 17,833 | $695.1K | 0.39% | −3,734−17.3% | Reduced |
| Sumitomo Life Insurance Co | 17,812 | $694.3K | 0.02% | −995−5.3% | Reduced |
| Private Trust Co NA | 17,687 | $689.4K | 0.07% | +675+4.0% | Added |
| Outfitter Financial LLC | 17,637 | $687.5K | 0.56% | −1,860−9.5% | Reduced |
| Leisure Capital Management | 17,536 | $683.6K | 0.34% | +718+4.3% | Added |
| Douglass Winthrop Advisors, LLC | 17,525 | $683.1K | 0.01% | −2,500−12.5% | Reduced |
| Cunning Capital Partners, LP | 17,500 | $682.0K | 0.38% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 17,397 | $678.2K | 0.27% | −3,273−15.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 17,327 | $675.4K | 0.47% | −599−3.3% | Reduced |
| Canal Capital Management, LLC | 17,220 | $671.2K | 0.11% | +89+0.5% | Added |
| Register Financial Advisors LLC | 17,044 | $664.4K | 0.34% | −201−1.2% | Reduced |
| Gabelli Funds LLC | 17,000 | $662.7K | 0.00% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 17,000 | $662.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 16,995 | $662.5K | 0.01% | +8,210+93.5% | Added |
| Busey Wealth Management | 16,989 | $662.2K | 0.02% | −1,641−8.8% | Reduced |
| Eastover Investment Advisors LLC | 16,920 | $659.5K | 0.32% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 16,868 | $657.5K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 16,861 | $657.2K | 0.06% | −11,479−40.5% | Reduced |
| Rossmore Private Capital | 16,817 | $655.5K | 0.09% | −2,866−14.6% | Reduced |