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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 131,314 | $5.10M | 0.01% | +18,004+15.9% | Added |
| Huber Capital Management LLC | 131,464 | $5.11M | 1.16% | −21,189−13.9% | Reduced |
| Atria Investments LLC | 132,550 | $5.15M | 0.07% | +5,365+4.2% | Added |
| Davis Selected Advisers | 134,912 | $5.24M | 0.03% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 135,459 | $5.26M | 0.48% | +130.0% | Added |
| O'Shaughnessy Asset Management, LLC | 136,899 | $5.32M | 0.05% | +24,936+22.3% | Added |
| Baugh & Associates, LLC | 133,379 | $5.39M | 2.80% | +11,993+9.9% | Added |
| Avantax Advisory Services, Inc. | 138,746 | $5.39M | 0.04% | +19,428+16.3% | Added |
| Stephens Inc | 138,944 | $5.40M | 0.08% | +992+0.7% | Added |
| Oppenheimer & Co Inc | 143,166 | $5.56M | 0.09% | +8,126+6.0% | Added |
| Associated Banc-Corp | 144,361 | $5.61M | 0.17% | −1,009−0.7% | Reduced |
| Raymond James Trust N.A. | 145,217 | $5.64M | 0.13% | −505−0.3% | Reduced |
| Colonial Trust Co | 145,350 | $5.65M | 0.99% | +106,773+276.8% | Added |
| Daiwa Securities Group Inc. | 145,406 | $5.65M | 0.03% | +13,509+10.2% | Added |
| Zions Bancorporation, N.A. | 145,445 | $5.65M | 0.45% | −4,063−2.7% | Reduced |
| State of Alaska, Department of Revenue | 145,553 | $5.65M | 0.06% | +830+0.6% | Added |
| Whitener Capital Management, Inc. | 145,685 | $5.66M | 1.71% | −4,225−2.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 146,285 | $5.68M | 0.01% | −22,752−13.5% | Reduced |
| GWM Advisors LLC | 148,053 | $5.75M | 0.04% | +444+0.3% | Added |
| Linscomb & Williams, Inc. | 149,231 | $5.80M | 0.30% | −988−0.7% | Reduced |
| Cullinan Associates Inc | 150,337 | $5.84M | 0.33% | −211−0.1% | Reduced |
| Harvest Portfolios Group Inc. | 150,377 | $5.84M | 0.22% | −197−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 150,851 | $5.86M | 0.14% | +76,005+101.5% | Added |
| Montag A & Associates Inc | 153,614 | $5.97M | 0.30% | −2,483−1.6% | Reduced |
| CIBC Private Wealth Group, LLC | 156,571 | $5.99M | 0.01% | +1,930+1.2% | Added |
| Nissay Asset Management Corp | 154,647 | $6.01M | 0.04% | +4,012+2.7% | Added |
| Advisors Asset Management, Inc. | 156,434 | $6.08M | 0.12% | −52,177−25.0% | Reduced |
| AMG National Trust Bank | 157,301 | $6.11M | 0.17% | +1,354+0.9% | Added |
| Lighthouse Investment Partners, LLC | 157,593 | $6.12M | 0.34% | +46,387+41.7% | Added |
| Argent Trust Co | 159,395 | $6.19M | 0.27% | −3,100−1.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 161,820 | $6.29M | 0.05% | +4,786+3.0% | Added |
| Janus Henderson Group PLC | 164,417 | $6.39M | 0.00% | −21,097−11.4% | Reduced |
| Pathstone Holdings, LLC | 165,937 | $6.45M | 0.03% | +2,514+1.5% | Added |
| Ethic Inc. | 168,152 | $6.53M | 0.15% | −580.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 168,478 | $6.55M | 0.17% | −56,641−25.2% | Reduced |
| Mutual of America Capital Management LLC | 168,743 | $6.56M | 0.07% | −6,124−3.5% | Reduced |
| Bogart Wealth, LLC | 169,073 | $6.57M | 0.33% | +52,379+44.9% | Added |
| Diversified Trust Co | 179,244 | $6.96M | 0.20% | +621+0.3% | Added |
| Alpha Omega Wealth Management LLC | 179,684 | $6.98M | 1.33% | +1,146+0.6% | Added |
| Advisory Services Network, LLC | 179,897 | $6.99M | 0.14% | +64,673+56.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 180,669 | $7.02M | 0.08% | +1,605+0.9% | Added |
| Old Point Trust & Financial Services N A | 181,784 | $7.06M | 2.74% | −11,580−6.0% | Reduced |
| Public Employees Retirement Association of Colorado | 183,012 | $7.11M | 0.03% | −4,768−2.5% | Reduced |
| Boothbay Fund Management, LLC | 186,364 | $7.24M | 0.23% | +44,075+31.0% | Added |
| Foyston, Gordon, & Payne Inc | 186,602 | $7.25M | 1.79% | −384−0.2% | Reduced |
| Intact Investment Management Inc. | 188,660 | $7.33M | 0.27% | −9,340−4.7% | Reduced |
| Investment Management Corp of Ontario | 188,732 | $7.33M | 0.20% | +8,200+4.5% | Added |
| Highland Capital Management, LLC | 189,566 | $7.36M | 0.44% | −24,933−11.6% | Reduced |
| Logan Capital Management Inc | 189,890 | $7.38M | 0.32% | −875−0.5% | Reduced |
| Yousif Capital Management, LLC | 191,444 | $7.44M | 0.08% | −3,242−1.7% | Reduced |
| M&T Bank Corp | 192,752 | $7.49M | 0.03% | +9,598+5.2% | Added |
| Cardinal Capital Management | 193,869 | $7.53M | 1.27% | +734+0.4% | Added |
| Mercer Global Advisors Inc | 194,219 | $7.55M | 0.02% | +17,968+10.2% | Added |
| Continental Advisors LLC | 198,650 | $7.72M | 5.96% | +45,000+29.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 198,719 | $7.72M | 0.72% | −32,513−14.1% | Reduced |
| NTV Asset Management LLC | 198,986 | $7.73M | 1.11% | +4,733+2.4% | Added |
| Capitolis Liquid Global Markets LLC | 200,000 | $7.77M | 0.10% | +200,000 | New |
| Rowland & Co Investment Counsel | 200,881 | $7.80M | 1.70% | −15,642−7.2% | Reduced |
| New York Life Investment Management LLC | 204,022 | $7.93M | 0.08% | +2,567+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 206,850 | $8.04M | 0.02% | +206,850 | New |
| QRG Capital Management, Inc. | 207,736 | $8.07M | 0.10% | +42,742+25.9% | Added |
| Northern Oak Wealth Management Inc | 209,181 | $8.13M | 0.98% | +7,145+3.5% | Added |
| First National Trust Co | 209,635 | $8.14M | 0.34% | +410+0.2% | Added |
| Maltese Capital Management LLC | 215,000 | $8.35M | 1.54% | +52,500+32.3% | Added |
| DnB Asset Management AS | 215,048 | $8.35M | 0.04% | +13,706+6.8% | Added |
| Pinnacle Associates Ltd | 216,629 | $8.42M | 0.13% | +649+0.3% | Added |
| Utah Retirement Systems | 219,825 | $8.54M | 0.10% | −9,500−4.1% | Reduced |
| Sanctuary Advisors, LLC | 225,461 | $8.61M | 0.06% | +225,461 | New |
| Los Angeles Capital Management LLC | 224,404 | $8.72M | 0.03% | +217,654+3,224.5% | Added |
| Korea Investment CORP | 224,793 | $8.73M | 0.02% | −9,110−3.9% | Reduced |
| Xponance, Inc. | 225,746 | $8.77M | 0.09% | +42,585+23.3% | Added |
| Kestra Advisory Services, LLC | 225,976 | $8.78M | 0.05% | +13,312+6.3% | Added |
| Socorro Asset Management LP | 226,855 | $8.81M | 3.43% | −21,729−8.7% | Reduced |
| Public Sector Pension Investment Board | 226,903 | $8.82M | 0.06% | +17,103+8.2% | Added |
| SG Americas Securities, LLC | 230,412 | $8.95M | 0.06% | −80,549−25.9% | Reduced |
| Russell Investments Group, Ltd. | 232,879 | $8.97M | 0.01% | +2,275+1.0% | Added |
| Capital Group Private Client Services, Inc. | 232,092 | $9.02M | 0.09% | +114,825+97.9% | Added |
| Regions Financial Corp | 233,703 | $9.08M | 0.07% | −35,627−13.2% | Reduced |
| Systematic Alpha Investments, LLC | 233,937 | $9.09M | 0.35% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 235,750 | $9.16M | 0.74% | −96,925−29.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 236,352 | $9.18M | 0.01% | +34,681+17.2% | Added |
| WSFS Capital Management, LLC | 237,843 | $9.24M | 0.51% | +6,019+2.6% | Added |
| RSM US Wealth Management LLC | 236,912 | $9.28M | 0.16% | +215,111+986.7% | Added |
| Point72 Europe (London) LLP | 240,490 | $9.34M | 0.79% | −24,000−9.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 240,616 | $9.35M | 1.97% | −5,790−2.3% | Reduced |
| Aquatic Capital Management LLC | 241,290 | $9.37M | 0.35% | −238,510−49.7% | Reduced |
| Wealthcare Advisory Partners LLC | 241,665 | $9.39M | 0.29% | +22,577+10.3% | Added |
| Bokf, NA | 246,193 | $9.56M | 0.17% | −25,869−9.5% | Reduced |
| Bryn Mawr Trust Co | 252,456 | $9.81M | 0.38% | −1,565−0.6% | Reduced |
| Old National Bancorp | 252,554 | $9.81M | 0.23% | +12,844+5.4% | Added |
| Capital Investment Advisory Services, LLC | 253,526 | $9.85M | 1.02% | −936−0.4% | Reduced |
| Czech National Bank | 254,986 | $9.91M | 0.11% | +20,313+8.7% | Added |
| Independent Advisor Alliance | 255,199 | $9.91M | 0.34% | +7,973+3.2% | Added |
| British Columbia Investment Management Corp | 255,640 | $9.93M | 0.06% | +96,410+60.5% | Added |
| Rothschild Investment LLC | 255,985 | $9.95M | 0.69% | +781+0.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 262,490 | $10.2M | 0.88% | +2,872+1.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 262,620 | $10.2M | 0.05% | 00.0% | Unchanged |
| Wellington Management Group LLP | 263,667 | $10.2M | 0.00% | +56,812+27.5% | Added |
| Cresset Asset Management, LLC | 265,783 | $10.3M | 0.04% | +2,903+1.1% | Added |
| Kanawha Capital Management LLC | 264,964 | $10.3M | 0.81% | +4,219+1.6% | Added |