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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 16,800 | $654.9K | 0.02% | −275−1.6% | Reduced |
| Woodard & Co Asset Management Group Inc | 16,788 | $654.4K | 0.17% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 16,712 | $651.4K | 0.45% | −337−2.0% | Reduced |
| Resources Management Corp | 16,600 | $647.0K | 0.09% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 16,572 | $646.0K | 0.59% | −3,913−19.1% | Reduced |
| Mayfair Advisory Group, LLC | 16,442 | $640.9K | 0.47% | +1,895+13.0% | Added |
| North Star Investment Management Corp. | 16,420 | $640.0K | 0.05% | −29,528−64.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,395 | $639.1K | 0.05% | +16,395 | New |
| Dudley Capital Management, LLC | 16,482 | $632.4K | 0.37% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 15,971 | $623.0K | 0.05% | −1,000−5.9% | Reduced |
| Smith, Salley & Associates | 15,954 | $621.9K | 0.05% | −12,869−44.6% | Reduced |
| Stratos Wealth Advisors, LLC | 15,925 | $620.8K | 0.04% | +63+0.4% | Added |
| HM Payson & Co | 15,912 | $620.3K | 0.01% | −2,661−14.3% | Reduced |
| Vaughan David Investments LLC | 15,852 | $618.0K | 0.02% | −2,586−14.0% | Reduced |
| FLC Capital Advisors | 15,849 | $617.8K | 0.16% | −20−0.1% | Reduced |
| Trust Asset Management LLC | 15,787 | $615.4K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 15,784 | $615.3K | 0.20% | −104−0.7% | Reduced |
| PGGM Investments | 15,679 | $611.0K | 0.01% | +15,679 | New |
| Strategic Advisors LLC | 15,600 | $608.1K | 0.12% | −5,720−26.8% | Reduced |
| Westwood Holdings Group Inc. | 15,546 | $606.0K | 0.00% | +20.0% | Added |
| Inspirion Wealth Advisors, LLC | 15,500 | $604.2K | 0.10% | 00.0% | Unchanged |
| Sigma Planning Corp | 15,476 | $603.3K | 0.02% | +6,999+82.6% | Added |
| Thompson Investment Management, Inc. | 15,476 | $603.3K | 0.09% | 00.0% | Unchanged |
| Park Place Capital Corp | 15,468 | $603.0K | 0.22% | −1,370−8.1% | Reduced |
| Delta Accumulation, LLC | 15,324 | $597.3K | 3.70% | +60.0% | Added |
| Federation des caisses Desjardins du Quebec | 15,571 | $596.4K | 0.00% | +8,992+136.7% | Added |
| Central Pacific Bank - Trust Division | 15,500 | $594.7K | 0.07% | +15,500 | New |
| Cooper Financial Group | 15,210 | $592.9K | 0.10% | +328+2.2% | Added |
| Aull & Monroe Investment Management Corp | 15,043 | $586.4K | 0.27% | −10−0.1% | Reduced |
| Fiduciary Group LLC | 15,040 | $586.3K | 0.06% | −639−4.1% | Reduced |
| Hennessy Advisors Inc | 15,000 | $584.7K | 0.02% | −13,000−46.4% | Reduced |
| Convergence Investment Partners, LLC | 14,842 | $579.0K | 0.22% | +5,254+54.8% | Added |
| Ransom Advisory, Ltd | 14,836 | $578.3K | 0.31% | +14,836 | New |
| Essex Financial Services, Inc. | 14,826 | $577.9K | 0.05% | −691−4.5% | Reduced |
| Strategic Blueprint, LLC | 14,819 | $577.6K | 0.04% | +560+3.9% | Added |
| PFG Investments, LLC | 14,784 | $576.3K | 0.03% | +8,508+135.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,777 | $576.0K | 0.34% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 14,720 | $573.8K | 0.05% | +7,695+109.5% | Added |
| Altus Wealth Group LLC | 14,702 | $573.1K | 0.29% | +972+7.1% | Added |
| Panagora Asset Management Inc | 14,654 | $571.2K | 0.00% | −1,190,537−98.8% | Reduced |
| Transatlantique Private Wealth LLC | 14,602 | $569.2K | 0.25% | −1,003−6.4% | Reduced |
| Cassia Capital Partners, LLC | 14,582 | $568.4K | 0.38% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 14,562 | $567.6K | 0.10% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 14,520 | $566.0K | 0.04% | +547+3.9% | Added |
| Ameritas Investment Partners, Inc. | 14,427 | $562.4K | 0.02% | −452−3.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,416 | $561.9K | 0.07% | 00.0% | Unchanged |
| Versor Investments LP | 14,400 | $561.3K | 0.11% | +14,400 | New |
| Insigneo Advisory Services, LLC | 14,373 | $560.3K | 0.07% | −674−4.5% | Reduced |
| Brady Family Wealth, LLC | 14,359 | $559.7K | 0.18% | +119+0.8% | Added |
| Evercore Wealth Management, LLC | 14,248 | $555.4K | 0.01% | +1,190+9.1% | Added |
| Community Trust & Investment Co | 14,175 | $552.5K | 0.04% | −168−1.2% | Reduced |
| Centurion Wealth Management LLC | 14,098 | $549.6K | 0.22% | +6,056+75.3% | Added |
| Cigna Investments Inc | 14,067 | $549.0K | 0.10% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 14,064 | $548.2K | 0.09% | +964+7.4% | Added |
| Headlands Technologies LLC | 14,054 | $547.8K | 0.13% | +8,011+132.6% | Added |
| Prosperity Wealth Management, Inc. | 14,024 | $546.7K | 0.26% | 00.0% | Unchanged |
| BlueMar Capital Management, LLC | 14,012 | $546.2K | 0.92% | +14,012 | New |
| Hilltop National Bank | 13,936 | $543.2K | 0.18% | +13,936 | New |
| Ferguson Wellman Capital Management, Inc | 13,847 | $539.8K | 0.01% | −3,997−22.4% | Reduced |
| Partners in Financial Planning | 13,611 | $530.6K | 0.12% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13,603 | $530.3K | 0.14% | +1,483+12.2% | Added |
| David Loasby | 13,553 | $528.2K | 0.05% | +4,017+42.1% | Added |
| Pinnacle Holdings, LLC | 13,520 | $527.0K | 0.21% | −527−3.8% | Reduced |
| Marcum Wealth, LLC | 13,515 | $526.8K | 0.05% | +1,632+13.7% | Added |
| Cobblestone Capital Advisors LLC | 13,484 | $525.6K | 0.03% | +3,907+40.8% | Added |
| Penserra Capital Management LLC | 13,518 | $525.0K | 0.01% | −5,851−30.2% | Reduced |
| Naples Global Advisors, LLC | 13,463 | $524.8K | 0.05% | +326+2.5% | Added |
| Balentine LLC | 13,437 | $523.8K | 0.02% | +1,684+14.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,384 | $521.7K | 0.13% | +119+0.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,350 | $520.4K | 0.03% | −101−0.8% | Reduced |
| Chemung Canal Trust Co | 13,323 | $519.3K | 0.10% | +7,784+140.5% | Added |
| Proequities, Inc. | 13,288 | $518.0K | 0.03% | +310+2.4% | Added |
| Change Path, LLC | 13,237 | $516.0K | 0.02% | +13,237 | New |
| Bard Financial Services, Inc. | 13,200 | $514.5K | 0.05% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 13,187 | $514.0K | 0.07% | +5,668+75.4% | Added |
| Gsa Capital Partners LLP | 13,191 | $514.0K | 0.04% | +6,500+97.1% | Added |
| Eqis Capital Management, Inc. | 13,179 | $513.7K | 0.04% | +3,111+30.9% | Added |
| Evergreen Capital Management LLC | 13,165 | $513.2K | 0.02% | +5,305+67.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $511.5K | 0.16% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 13,011 | $507.2K | 0.12% | +387+3.1% | Added |
| Dorsey & Whitney Trust CO LLC | 13,006 | $507.0K | 0.03% | +766+6.3% | Added |
| Avalon Trust Co | 13,000 | $506.7K | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $504.8K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 12,891 | $502.5K | 0.05% | +244+1.9% | Added |
| X-Square Capital, LLC | 12,989 | $497.0K | 0.24% | −16,035−55.2% | Reduced |
| Ellevest, Inc. | 12,675 | $494.1K | 0.03% | +980+8.4% | Added |
| Hamilton Capital Partners Inc. | 12,600 | $491.1K | 0.06% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 12,445 | $485.1K | 0.12% | −235−1.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12,473 | $485.0K | 0.29% | −193−1.5% | Reduced |
| Centaurus Financial, Inc. | 12,446 | $485.0K | 0.03% | +2,363+23.4% | Added |
| Smartleaf Asset Management LLC | 12,562 | $484.8K | 0.09% | −1,418−10.1% | Reduced |
| IFP Advisors, Inc | 12,429 | $484.4K | 0.02% | +3,884+45.5% | Added |
| Exencial Wealth Advisors, LLC | 12,353 | $481.5K | 0.02% | −108−0.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 12,184 | $474.9K | 0.22% | −276−2.2% | Reduced |
| Tandem Investment Advisors, Inc. | 12,154 | $474.0K | 0.02% | +231+1.9% | Added |
| Cidel Asset Management Inc | 12,123 | $472.6K | 0.04% | +1,093+9.9% | Added |
| Texas Yale Capital Corp. | 12,118 | $472.4K | 0.02% | +280+2.4% | Added |
| Keel Point, LLC | 12,075 | $470.7K | 0.05% | +162+1.4% | Added |
| ARS Wealth Advisors Group, LLC | 12,015 | $468.4K | 0.06% | −2,376−16.5% | Reduced |
| Washington Capital Management Inc | 12,000 | $467.8K | 0.38% | 00.0% | Unchanged |