Truist Financial Corp

TFC

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000092230

SEC filings (opens in a new tab)

In the last 90 days, Truist Financial Corp insiders filed 1 open-market purchase and 3 sales; 1,706 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.

Other share classesTFC.PI TFC.PO TFC.PR

13F holders, Q2 2024

Institutional positions in Truist Financial Corp as of Jun 30, 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: 1,424; +22 vs. Q1 2024
Shares held: 972.3M; +24.6M (+2.6%) vs. Q1 2024
Total value: $37.8B; +$947.8M (+2.6%) vs. Q1 2024
New holders: 117; 543 more added
Sold out: 95; 573 more reduced

21 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,424 institutions

Value heldQ2 2024: $37.8B

Institutions holding TFC and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,706	$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, Q2 2024

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q1 2024.

Institutions holding TFC in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
McClarren Financial Advisors, Inc.	77	$6	0.00%	−82−51.6%	Reduced
Dogwood Wealth Management LLC	0	$7	0.00%	0	Unchanged
Y.D. More Investments Ltd	790	$82	0.00%	+790	New
First Command Advisory Services, Inc.	43	$155	0.00%	−200−82.3%	Reduced
Financial Network Wealth Advisors LLC	5	$194	0.00%	+5	New
WestEnd Advisors, LLC	7	$272	0.00%	+2+40.0%	Added
Pacific Capital Wealth Advisors, Inc	7	$272	0.00%	+7	New
DHJJ Financial Advisors, Ltd.	10	$389	0.00%	00.0%	Unchanged
Gilliland Jeter Wealth Management LLC	10	$389	0.00%	00.0%	Unchanged
Country Trust Bank	12	$466	0.00%	+12	New
Chesapeake Asset Management LLC	15	$582	0.00%	−200−93.0%	Reduced
Atlantic Private Wealth, LLC	15	$583	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	19	$719	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	19	$738	0.00%	+19	New
Headlands Technologies LLC	20	$777	0.00%	−14,034−99.9%	Reduced
Strengthening Families & Communities, LLC	16	$1.00K	0.00%	+16	New
Creekmur Asset Management LLC	26	$1.01K	0.00%	+1+4.0%	Added
Lowe Wealth Advisors, LLC	30	$1.17K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	40	$1.55K	0.00%	00.0%	Unchanged
American National Bank	40	$1.55K	0.00%	+40	New
Cypress Capital, LLC	51	$2.00K	0.00%	+51	New
Householder Group Estate & Retirement Specialist, LLC	52	$2.00K	0.00%	+3+6.1%	Added
Frazier Financial Advisors, LLC	59	$2.29K	0.00%	00.0%	Unchanged
Ancora Advisors, LLC	60	$2.33K	0.00%	00.0%	Unchanged
Spectrum Wealth Counsel, LLC	60	$2.34K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	63	$2.46K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	64	$2.49K	0.00%	00.0%	Unchanged
Legend Financial Advisors, Inc.	64	$2.49K	0.00%	+64	New
DiNuzzo Private Wealth, Inc.	67	$2.60K	0.00%	+14+26.4%	Added
Qube Research & Technologies Ltd	68	$2.64K	0.00%	−162,667−100.0%	Reduced
Beaird Harris Wealth Management, LLC	73	$2.84K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	76	$2.95K	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	78	$3.03K	0.00%	00.0%	Unchanged
NVWM, LLC	81	$3.16K	0.00%	+15+22.7%	Added
SJS Investment Consulting Inc.	82	$3.17K	0.00%	+1+1.2%	Added
Rogco, LP	86	$3.34K	0.00%	−20−18.9%	Reduced
DT Investment Partners, LLC	88	$3.42K	0.00%	00.0%	Unchanged
TFC Financial Management	91	$3.54K	0.00%	+60+193.5%	Added
Indiana Trust & Investment Management CO	100	$3.88K	0.00%	−150−60.0%	Reduced
GPS Wealth Strategies Group, LLC	100	$3.88K	0.00%	00.0%	Unchanged
PFG Private Wealth Management, LLC	101	$3.92K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	114	$4.00K	0.00%	00.0%	Unchanged
Core Alternative Capital	104	$4.04K	0.00%	00.0%	Unchanged
First Financial Corp	120	$4.66K	0.00%	−192−61.5%	Reduced
Kayne Anderson Rudnick Investment Management LLC	119	$4.66K	0.00%	+25+26.6%	Added
Hantz Financial Services, Inc.	136	$5.00K	0.00%	−111−44.9%	Reduced
Sit Investment Associates Inc	125	$5.00K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	133	$5.15K	0.00%	+3+2.3%	Added
Highline Wealth Partners LLC	138	$5.36K	0.00%	+138	New
Cornerstone Planning Group LLC	133	$5.47K	0.00%	+11+9.0%	Added
Kodai Capital Management LP	146	$5.67K	0.00%	+146	New
Fortis Group Advisors, LLC	150	$5.83K	0.00%	00.0%	Unchanged
Gleason Group, Inc.	150	$5.83K	0.00%	+150	New
Avion Wealth	176	$6.00K	0.00%	+58+49.2%	Added
Anfield Capital Management, LLC	155	$6.02K	0.00%	+155	New
Key Financial Inc	156	$6.06K	0.00%	00.0%	Unchanged
Centennial Bank	161	$6.25K	0.00%	−138−46.2%	Reduced
Triad Wealth Partners, LLC	165	$6.41K	0.00%	+165	New
Hollencrest Capital Management	168	$6.53K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	173	$6.72K	0.00%	00.0%	Unchanged
Sachetta, LLC	153	$6.88K	0.00%	−29−15.9%	Reduced
Fortitude Family Office, LLC	180	$6.99K	0.00%	+47+35.3%	Added
CBIZ Investment Advisory Services, LLC	184	$7.17K	0.00%	+30+19.5%	Added
Planning Capital Management Corp	195	$7.58K	0.01%	00.0%	Unchanged
First Personal Financial Services	200	$7.77K	0.00%	−77−27.8%	Reduced
Stone House Investment Management, LLC	212	$8.24K	0.00%	−99−31.8%	Reduced
Security National Bank	215	$8.35K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	222	$8.63K	0.00%	00.0%	Unchanged
Motco	223	$8.66K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	225	$8.74K	0.00%	00.0%	Unchanged
Wetzel Investment Advisors, Inc.	241	$9.39K	0.01%	00.0%	Unchanged
Harbor Investment Advisory, LLC	243	$9.44K	0.00%	+9+3.8%	Added
ORG Partners LLC	247	$9.69K	0.00%	+66+36.5%	Added
Global Trust Asset Management, LLC	250	$9.71K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	268	$10.4K	0.01%	+40+17.5%	Added
Glen Eagle Advisors, LLC	269	$10.5K	0.00%	−300−52.7%	Reduced
Migdal Insurance & Financial Holdings Ltd.	280	$11.0K	0.00%	+280	New
PSI Advisors, LLC	288	$11.2K	0.00%	00.0%	Unchanged
Old Second National Bank of Aurora	300	$11.7K	0.00%	−91−23.3%	Reduced
Transcendent Capital Group LLC	300	$11.7K	0.01%	00.0%	Unchanged
Olistico Wealth, LLC	300	$11.7K	0.01%	+300	New
Tradewinds Capital Management, LLC	309	$12.0K	0.00%	+5+1.6%	Added
Bangor Savings Bank	310	$12.0K	0.00%	−6−1.9%	Reduced
Solstein Capital, LLC	311	$12.1K	0.01%	00.0%	Unchanged
Operose Advisors LLC	315	$12.2K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	320	$12.4K	0.00%	−162−33.6%	Reduced
REAP Financial Group, LLC	334	$13.0K	0.00%	+37+12.5%	Added
M&R Capital Management Inc	336	$13.1K	0.00%	−1,400−80.6%	Reduced
Bell Investment Advisors, Inc	337	$13.1K	0.00%	00.0%	Unchanged
Webster Bank, N. A.	342	$13.3K	0.00%	−19−5.3%	Reduced
Redwood Wealth Management Group, LLC	350	$13.6K	0.01%	+350	New
Piscataqua Savings Bank	360	$14.0K	0.01%	00.0%	Unchanged
Maryland Capital Advisors Inc.	372	$14.5K	0.01%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	374	$14.5K	0.01%	−6−1.6%	Reduced
Newbridge Financial Services Group, Inc.	375	$14.6K	0.01%	−1,415−79.1%	Reduced
Aspect Partners, LLC	375	$14.6K	0.01%	00.0%	Unchanged
Scarborough Advisors, LLC	377	$14.6K	0.01%	+125+49.6%	Added
Monetary Management Group Inc	388	$15.1K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	393	$15.3K	0.00%	00.0%	Unchanged
FSC Wealth Advisors, LLC	399	$15.5K	0.01%	00.0%	Unchanged