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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 44,840 | $1.74M | 0.11% | −3,098−6.5% | Reduced |
| Hills Bank & Trust Co | 44,880 | $1.74M | 0.14% | +1,952+4.5% | Added |
| Veriti Management LLC | 45,074 | $1.75M | 0.11% | +5,151+12.9% | Added |
| Argyle Capital Management Inc. | 45,475 | $1.77M | 0.73% | +1,125+2.5% | Added |
| Marco Investment Management LLC | 46,256 | $1.80M | 0.17% | −1,368−2.9% | Reduced |
| Omers Administration Corp | 46,292 | $1.80M | 0.02% | +46,292 | New |
| Ahl Investment Management, Inc. | 46,312 | $1.80M | 1.32% | −16,647−26.4% | Reduced |
| Principal Securities, Inc. | 47,046 | $1.83M | 0.05% | +2,709+6.1% | Added |
| Glenmede Trust Co NA | 47,450 | $1.84M | 0.01% | −4,620−8.9% | Reduced |
| Norinchukin Bank, The | 47,592 | $1.85M | 0.05% | +2,934+6.6% | Added |
| ZWJ Investment Counsel Inc | 47,594 | $1.85M | 0.08% | +3,483+7.9% | Added |
| Pathway Financial Advisers, LLC | 48,121 | $1.87M | 0.67% | −38−0.1% | Reduced |
| Bailard, Inc. | 48,074 | $1.87M | 0.05% | +502+1.1% | Added |
| Prospera Financial Services Inc | 48,183 | $1.87M | 0.05% | +381+0.8% | Added |
| SeaCrest Wealth Management, LLC | 48,193 | $1.87M | 0.21% | +232+0.5% | Added |
| Allworth Financial LP | 44,191 | $1.87M | 0.01% | +3,418+8.4% | Added |
| Cornercap Investment Counsel Inc | 48,572 | $1.89M | 0.31% | −676−1.4% | Reduced |
| Culbertson A N & Co Inc | 48,817 | $1.90M | 0.33% | +1,504+3.2% | Added |
| Signaturefd, LLC | 49,056 | $1.91M | 0.04% | +653+1.3% | Added |
| Hancock Whitney Corp | 49,362 | $1.92M | 0.07% | −850−1.7% | Reduced |
| Arvest Trust Co N A | 49,568 | $1.93M | 0.11% | −5,116−9.4% | Reduced |
| NEOS Investment Management LLC | 49,568 | $1.93M | 0.08% | +15,936+47.4% | Added |
| Thompson Siegel & Walmsley LLC | 50,387 | $1.96M | 0.03% | −847−1.7% | Reduced |
| Trust Co of Toledo NA | 50,490 | $1.96M | 0.28% | +927+1.9% | Added |
| Wright Investors Service Inc | 50,554 | $1.96M | 0.52% | −15,425−23.4% | Reduced |
| Warren Averett Asset Management, LLC | 50,969 | $1.98M | 0.04% | −7,265−12.5% | Reduced |
| Disciplined Equity Management, Inc. | 51,290 | $1.99M | 1.31% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 51,383 | $2.00M | 0.35% | −1,034−2.0% | Reduced |
| Atlantic Union Bankshares Corp | 51,455 | $2.00M | 0.12% | +10,333+25.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 51,481 | $2.00M | 0.03% | +3,079+6.4% | Added |
| Carnegie Capital Asset Management, LLC | 51,786 | $2.01M | 0.06% | +171+0.3% | Added |
| IVC Wealth Advisors LLC | 52,149 | $2.03M | 1.13% | +1,688+3.3% | Added |
| Metis Global Partners, LLC | 52,460 | $2.04M | 0.07% | −685−1.3% | Reduced |
| Motley Fool Asset Management LLC | 51,992 | $2.04M | 0.14% | +12,562+31.9% | Added |
| Poehling Capital Management, LLC | 52,677 | $2.05M | 0.56% | +931+1.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 52,608 | $2.06M | 0.24% | −220.0% | Reduced |
| Ossiam | 53,307 | $2.07M | 0.04% | −192,725−78.3% | Reduced |
| Vinva Investment Management Ltd | 55,275 | $2.09M | 0.11% | +4,854+9.6% | Added |
| First Bank & Trust | 53,862 | $2.09M | 0.43% | +1,694+3.2% | Added |
| Global Retirement Partners, LLC | 53,961 | $2.10M | 0.07% | +13,581+33.6% | Added |
| CIBC World Markets Inc. | 54,071 | $2.10M | 0.01% | +11,225+26.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 54,428 | $2.11M | 0.02% | −31,854−36.9% | Reduced |
| National Asset Management, Inc. | 54,563 | $2.12M | 0.05% | −37,103−40.5% | Reduced |
| Farmers National Bank | 54,935 | $2.13M | 0.64% | +8,726+18.9% | Added |
| Vident Advisory, LLC | 55,367 | $2.15M | 0.06% | +1,522+2.8% | Added |
| Rather & Kittrell, Inc. | 55,392 | $2.15M | 0.59% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 56,925 | $2.15M | 0.01% | +21,061+58.7% | Added |
| Buckingham Strategic Wealth, LLC | 56,706 | $2.20M | 0.02% | +583+1.0% | Added |
| Stonebridge Capital Advisors LLC | 57,241 | $2.22M | 0.20% | −7,077−11.0% | Reduced |
| Lee Danner & Bass Inc | 57,753 | $2.24M | 0.17% | +57,753 | New |
| Gator Capital Management, LLC | 58,000 | $2.25M | 1.14% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 58,002 | $2.25M | 0.04% | +11,009+23.4% | Added |
| Hardin Capital Partners, LLC | 58,362 | $2.27M | 1.48% | +58,362 | New |
| Toroso Investments, LLC | 58,774 | $2.28M | 0.03% | +9,875+20.2% | Added |
| E. Ohman J:or Asset Management AB | 58,800 | $2.28M | 0.06% | +3,100+5.6% | Added |
| First Hawaiian Bank | 59,879 | $2.33M | 0.08% | −2,000−3.2% | Reduced |
| Holderness Investments Co | 60,145 | $2.34M | 0.55% | +359+0.6% | Added |
| Abn Amro Investment Solutions | 60,498 | $2.35M | 0.04% | −5,776−8.7% | Reduced |
| Stratos Wealth Partners, LTD. | 60,879 | $2.37M | 0.04% | −3,812−5.9% | Reduced |
| Shelton Capital Management | 61,694 | $2.40M | 0.07% | −40.0% | Reduced |
| Fulton Bank, N.A. | 61,723 | $2.40M | 0.10% | −2,066−3.2% | Reduced |
| Triangle Securities Wealth Management | 62,000 | $2.41M | 0.68% | −1,608−2.5% | Reduced |
| Capital Investment Counsel, Inc | 62,111 | $2.41M | 0.36% | +244+0.4% | Added |
| Venture Visionary Partners LLC | 62,155 | $2.41M | 0.11% | +1,566+2.6% | Added |
| StoneX Group Inc. | 62,384 | $2.42M | 0.19% | +6,338+11.3% | Added |
| Principle Wealth Partners LLC | 63,779 | $2.48M | 0.19% | +80.0% | Added |
| Pinnacle Financial Partners Inc | 64,203 | $2.49M | 0.05% | +492+0.8% | Added |
| Savant Capital, LLC | 64,436 | $2.50M | 0.03% | +6,220+10.7% | Added |
| Nicholas Hoffman & Company, LLC. | 64,718 | $2.51M | 0.12% | +3,208+5.2% | Added |
| First Eagle Investment Management, LLC | 64,890 | $2.52M | 0.01% | −46,669−41.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 65,456 | $2.54M | 0.14% | −113,697−63.5% | Reduced |
| King Luther Capital Management Corp | 65,796 | $2.56M | 0.01% | −2,280−3.3% | Reduced |
| Inspire Trust Co, N.A. | 65,837 | $2.56M | 0.84% | +21,180+47.4% | Added |
| Equitable Trust Co | 66,427 | $2.58M | 0.18% | −1,828−2.7% | Reduced |
| New Mexico Educational Retirement Board | 67,188 | $2.61M | 0.09% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 61,944 | $2.63M | 0.22% | −84−0.1% | Reduced |
| F/M Investments LLC | 68,267 | $2.64M | 0.10% | +68,267 | New |
| Everence Capital Management Inc | 70,530 | $2.65M | 0.18% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 68,217 | $2.65M | 1.09% | +117+0.2% | Added |
| Camden National Bank | 68,829 | $2.67M | 0.41% | +9,462+15.9% | Added |
| Huntington National Bank | 68,869 | $2.68M | 0.02% | −1,938−2.7% | Reduced |
| Thrivent Financial for Lutherans | 69,955 | $2.72M | 0.01% | −4,371−5.9% | Reduced |
| Axxcess Wealth Management, LLC | 70,382 | $2.73M | 0.07% | −12,213−14.8% | Reduced |
| Prudential PLC | 70,633 | $2.74M | 0.02% | −34,312−32.7% | Reduced |
| JT Stratford LLC | 70,664 | $2.75M | 0.51% | +416+0.6% | Added |
| Kavar Capital Partners Group, LLC | 70,885 | $2.75M | 0.50% | +2,187+3.2% | Added |
| BlueChip Wealth Advisors LLC | 70,901 | $2.75M | 1.62% | −9,050−11.3% | Reduced |
| Massmutual Trust Co FSB | 71,188 | $2.77M | 0.08% | +6,544+10.1% | Added |
| Sandhill Capital Partners LLC | 71,408 | $2.77M | 0.21% | −310.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 71,538 | $2.78M | 0.07% | +15,230+27.0% | Added |
| Allspring Global Investments Holdings, LLC | 71,546 | $2.78M | 0.00% | +63+0.1% | Added |
| Moloney Securities Asset Management, LLC | 71,694 | $2.79M | 0.40% | −496−0.7% | Reduced |
| Drucker Wealth 3.0, LLC | 72,112 | $2.80M | 0.74% | +72,112 | New |
| Edmp, Inc. | 72,157 | $2.80M | 2.54% | −271−0.4% | Reduced |
| Salzhauer Michael | 72,172 | $2.80M | 2.26% | +41,672+136.6% | Added |
| M&G Plc | 71,901 | $2.80M | 0.02% | +71,901 | New |
| Moors & Cabot, Inc. | 72,187 | $2.80M | 0.15% | −1,017−1.4% | Reduced |
| Morningstar Investment Management LLC | 72,246 | $2.81M | 0.29% | −8,822−10.9% | Reduced |
| Concord Wealth Partners | 73,427 | $2.85M | 0.50% | −1,324−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 73,759 | $2.87M | 0.06% | +4,392+6.3% | Added |