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 |
|---|---|---|---|---|---|
| United Bank | 73,824 | $2.87M | 1.43% | +1,901+2.6% | Added |
| Commonwealth Retirement Investments LLC | 74,009 | $2.88M | 1.32% | +5,677+8.3% | Added |
| Private Advisor Group, LLC | 74,756 | $2.90M | 0.02% | +916+1.2% | Added |
| Hengehold Capital Management LLC | 75,666 | $2.94M | 0.31% | +70.0% | Added |
| Louisiana State Employees Retirement System | 75,700 | $2.94M | 0.06% | −1,900−2.4% | Reduced |
| AIA Group Ltd | 76,564 | $2.97M | 0.09% | +18,975+32.9% | Added |
| Securian Asset Management, Inc | 76,941 | $2.99M | 0.09% | −1,615−2.1% | Reduced |
| TD Private Client Wealth LLC | 77,350 | $3.01M | 0.09% | +3,335+4.5% | Added |
| Empowered Funds, LLC | 77,452 | $3.01M | 0.05% | +6,133+8.6% | Added |
| Federation des caisses Desjardins du Quebec | 77,459 | $3.01M | 0.02% | +61,888+397.5% | Added |
| Cary Street Partner Investment Advisory LLC | 77,689 | $3.02M | 0.12% | +863+1.1% | Added |
| Stock Yards Bank & Trust Co | 78,017 | $3.03M | 0.10% | −20,776−21.0% | Reduced |
| Wellington Shields Capital Management, LLC | 78,150 | $3.04M | 0.55% | +1,242+1.6% | Added |
| EJF Capital LLC | 79,373 | $3.08M | 2.28% | −32,187−28.9% | Reduced |
| Crossmark Global Holdings, Inc. | 80,200 | $3.12M | 0.06% | −10,259−11.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 80,853 | $3.14M | 0.61% | −2,948−3.5% | Reduced |
| Anchor Investment Management, LLC | 81,488 | $3.17M | 0.33% | +217+0.3% | Added |
| Dakota Wealth Management | 82,026 | $3.19M | 0.08% | −18,537−18.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 83,190 | $3.23M | 0.14% | +54,536+190.3% | Added |
| TownSquare Capital, LLC | 83,399 | $3.24M | 0.04% | +13,100+18.6% | Added |
| Van Eck Associates Corp | 84,016 | $3.26M | 0.00% | +60,395+255.7% | Added |
| Alaska Permanent Fund Corp | 73,805 | $3.30M | 0.05% | +1,628+2.3% | Added |
| Fiduciary Alliance LLC | 83,427 | $3.30M | 0.54% | −223−0.3% | Reduced |
| Legacy Financial Advisors, Inc. | 85,017 | $3.30M | 0.59% | −4,082−4.6% | Reduced |
| Hartford Investment Management Co | 85,475 | $3.32M | 0.11% | −555−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 89,931 | $3.40M | 0.02% | −132,140−59.5% | Reduced |
| Am Investment Strategies LLC | 87,798 | $3.41M | 0.84% | +54+0.1% | Added |
| Signature Wealth Management Group | 87,940 | $3.42M | 1.50% | +992+1.1% | Added |
| Wealth Group, Ltd. | 88,761 | $3.45M | 2.47% | −184−0.2% | Reduced |
| Hedeker Wealth, LLC | 88,822 | $3.45M | 1.00% | −14,542−14.1% | Reduced |
| Fort Pitt Capital Group, LLC | 88,853 | $3.45M | 0.10% | +3,647+4.3% | Added |
| Thomasville National Bank | 89,055 | $3.46M | 0.28% | −11,728−11.6% | Reduced |
| Sandy Spring Bank | 90,201 | $3.50M | 0.15% | −10,524−10.4% | Reduced |
| Ingalls & Snyder LLC | 90,696 | $3.52M | 0.15% | −5,206−5.4% | Reduced |
| Community Bank, N.A. | 91,170 | $3.54M | 0.47% | −3,615−3.8% | Reduced |
| Semmax Financial Advisors Inc. | 84,168 | $3.55M | 1.07% | +14,739+21.2% | Added |
| JustInvest LLC | 95,421 | $3.55M | 0.07% | +12,166+14.6% | Added |
| BancorpSouth Bank | 91,862 | $3.57M | 0.27% | +1,165+1.3% | Added |
| Boston Common Asset Management, LLC | 92,840 | $3.61M | 0.09% | −14,840−13.8% | Reduced |
| Pacer Advisors, Inc. | 95,577 | $3.71M | 0.01% | +4,192+4.6% | Added |
| MBB Public Markets I LLC | 96,170 | $3.74M | 0.08% | +96,170 | New |
| HB Wealth Management, LLC | 96,236 | $3.74M | 0.04% | +1,946+2.1% | Added |
| Squarepoint Ops LLC | 96,240 | $3.74M | 0.01% | −62,067−39.2% | Reduced |
| Carlson Capital L P | 96,400 | $3.75M | 0.58% | −55,900−36.7% | Reduced |
| Iowa State Bank | 96,518 | $3.75M | 0.83% | +4,779+5.2% | Added |
| Level Four Advisory Services, LLC | 96,884 | $3.76M | 0.17% | +39,002+67.4% | Added |
| Brinker Capital Investments, LLC | 98,795 | $3.84M | 0.04% | −437−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 98,795 | $3.84M | 0.04% | −437−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 98,989 | $3.85M | 0.17% | −3,482−3.4% | Reduced |
| Hyman Charles D | 99,991 | $3.88M | 0.22% | −4,348−4.2% | Reduced |
| Chartwell Investment Partners, LLC | 100,000 | $3.88M | 0.14% | 00.0% | Unchanged |
| XML Financial, LLC | 100,071 | $3.89M | 0.39% | −2,347−2.3% | Reduced |
| Clearstead Advisors, LLC | 100,684 | $3.91M | 0.07% | +80,172+390.9% | Added |
| Proquility Private Wealth Partners, LLC | 100,825 | $3.92M | 1.34% | +25,759+34.3% | Added |
| Kentucky Retirement Systems | 100,834 | $3.92M | 0.11% | −454−0.4% | Reduced |
| LaFleur & Godfrey LLC | 102,290 | $3.97M | 0.58% | −262−0.3% | Reduced |
| Verdence Capital Advisors LLC | 102,810 | $3.99M | 0.36% | −6,466−5.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 103,131 | $4.01M | 0.01% | −7,619−6.9% | Reduced |
| Mizuho Securities USA LLC | 103,175 | $4.01M | 0.09% | +103,175 | New |
| Maryland State Retirement & Pension System | 103,233 | $4.01M | 0.07% | 00.0% | Unchanged |
| Keybank National Association | 104,158 | $4.05M | 0.02% | −2,760−2.6% | Reduced |
| Asio Capital, LLC | 104,278 | $4.05M | 0.83% | +1,253+1.2% | Added |
| Teachers Retirement System of the State of Kentucky | 105,945 | $4.12M | 0.04% | −3,146−2.9% | Reduced |
| Jacobs Asset Management, LLC | 106,000 | $4.12M | 2.62% | +43,500+69.6% | Added |
| Steward Partners Investment Advisory, LLC | 106,366 | $4.13M | 0.04% | +30,091+39.5% | Added |
| Marshall Wace, LLP | 106,680 | $4.14M | 0.01% | −480,125−81.8% | Reduced |
| Tower Research Capital LLC (TRC) | 106,911 | $4.15M | 0.07% | +80,400+303.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 107,592 | $4.18M | 0.07% | +15,262+16.5% | Added |
| Steel Peak Wealth Management LLC | 108,070 | $4.20M | 0.20% | −116,310−51.8% | Reduced |
| United Capital Management of KS, Inc. | 108,917 | $4.23M | 0.93% | +1,078+1.0% | Added |
| Arkadios Wealth Advisors | 109,231 | $4.24M | 0.29% | +1,774+1.7% | Added |
| Gulf International Bank (UK) Ltd | 109,935 | $4.27M | 0.11% | 00.0% | Unchanged |
| AXA S.A. | 112,178 | $4.36M | 0.01% | +21,907+24.3% | Added |
| Griffin Asset Management, Inc. | 112,701 | $4.38M | 0.51% | −3,631−3.1% | Reduced |
| Colonial Trust Advisors | 113,453 | $4.41M | 0.42% | +6,259+5.8% | Added |
| Commerce Bank | 113,482 | $4.41M | 0.03% | +7,860+7.4% | Added |
| DRW Securities, LLC | 113,449 | $4.41M | 0.27% | −3,025−2.6% | Reduced |
| PMC FIG Opportunities LLC | 113,636 | $4.41M | 6.67% | +29,877+35.7% | Added |
| Elo Mutual Pension Insurance Co | 114,103 | $4.43M | 0.10% | +45,064+65.3% | Added |
| Sterling Investment Advisors, Ltd. | 114,570 | $4.45M | 1.20% | −3,963−3.3% | Reduced |
| Ibex Wealth Advisors | 114,890 | $4.46M | 0.70% | +114,890 | New |
| Oregon Public Employees Retirement Fund | 114,915 | $4.46M | 0.09% | +918+0.8% | Added |
| Wesbanco Bank Inc | 116,244 | $4.52M | 0.17% | −13,624−10.5% | Reduced |
| First Citizens Bank & Trust Co | 117,022 | $4.55M | 0.09% | −968−0.8% | Reduced |
| Fifth Third Bancorp | 119,061 | $4.63M | 0.02% | +22,299+23.0% | Added |
| Bridge Creek Capital Management LLC | 120,793 | $4.69M | 1.51% | −83−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 120,893 | $4.70M | 0.42% | +3,491+3.0% | Added |
| Patten & Patten Inc | 122,020 | $4.74M | 0.33% | −13,436−9.9% | Reduced |
| Chesley Taft & Associates LLC | 125,236 | $4.87M | 0.24% | +1,120+0.9% | Added |
| D. E. Shaw & Co., Inc. | 125,459 | $4.87M | 0.01% | −440,824−77.8% | Reduced |
| Kempner Capital Management Inc. | 125,483 | $4.88M | 2.59% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 125,627 | $4.88M | 2.87% | −391−0.3% | Reduced |
| Wealthfront Advisers LLC | 126,241 | $4.90M | 0.02% | +17,458+16.0% | Added |
| Jamison Private Wealth Management, Inc. | 128,140 | $4.98M | 0.83% | +232+0.2% | Added |
| Csenge Advisory Group | 128,561 | $4.99M | 0.28% | +100,637+360.4% | Added |
| Simplex Trading, LLC | 129,031 | $5.01M | 0.16% | −40,803−24.0% | Reduced |
| Dana Investment Advisors, Inc. | 129,076 | $5.01M | 0.17% | −9,148−6.6% | Reduced |
| tru Independence LLC | 129,704 | $5.04M | 1.52% | −3,191−2.4% | Reduced |
| Concurrent Investment Advisors, LLC | 130,078 | $5.05M | 0.17% | +93,203+252.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 128,352 | $5.08M | 0.40% | +935+0.7% | Added |