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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 634,273 | $24.6M | 0.06% | −80,973−11.3% | Reduced |
| Toronto Dominion Bank | 655,723 | $25.5M | 0.04% | −99,722−13.2% | Reduced |
| VGI Partners Ltd | 665,781 | $25.9M | 2.68% | 00.0% | Unchanged |
| Capital International Inc | 666,237 | $25.9M | 0.34% | +598,426+882.5% | Added |
| TD Asset Management Inc | 686,042 | $26.7M | 0.02% | +92,476+15.6% | Added |
| Pictet Asset Management Holding SA | 688,593 | $26.8M | 0.03% | −15,748−2.2% | Reduced |
| Brandes Investment Partners, LP | 727,013 | $28.2M | 0.35% | +120,340+19.8% | Added |
| Commonwealth Equity Services, LLC | 727,865 | $28.3M | 0.04% | −26,456−3.5% | Reduced |
| Canada Pension Plan Investment Board | 749,278 | $29.1M | 0.03% | −435,015−36.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 758,564 | $29.5M | 0.05% | −549,100−42.0% | Reduced |
| Captrust Financial Advisors | 760,894 | $29.6M | 0.10% | −10,077−1.3% | Reduced |
| Swedbank AB | 763,898 | $29.7M | 0.04% | −4,622−0.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 778,007 | $30.2M | 0.04% | +164,485+26.8% | Added |
| Tweedy, Browne Co LLC | 779,724 | $30.3M | 1.39% | −16,955−2.1% | Reduced |
| Kornitzer Capital Management Inc | 781,551 | $30.4M | 0.58% | +4,805+0.6% | Added |
| Diamond Hill Capital Management Inc | 785,976 | $30.5M | 0.13% | −48,830−5.8% | Reduced |
| Morningstar Investment Services LLC | 826,610 | $31.3M | 0.34% | −12,869−1.5% | Reduced |
| State of Wisconsin Investment Board | 807,661 | $31.4M | 0.08% | −2,259−0.3% | Reduced |
| STRS Ohio | 819,742 | $31.8M | 0.13% | +60,654+8.0% | Added |
| Nisa Investment Advisors, LLC | 840,244 | $32.6M | 0.21% | −69,465−7.6% | Reduced |
| Rafferty Asset Management, LLC | 840,602 | $32.7M | 0.12% | +35,131+4.4% | Added |
| Aviva PLC | 857,347 | $33.3M | 0.09% | +232,310+37.2% | Added |
| AQR Capital Management LLC | 878,298 | $33.6M | 0.05% | +125,385+16.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 868,358 | $33.7M | 0.11% | −26,037−2.9% | Reduced |
| Schroder Investment Management Group | 912,694 | $35.5M | 0.04% | +82,516+9.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 922,747 | $35.8M | 1.48% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 969,767 | $37.7M | 0.11% | +14,255+1.5% | Added |
| Ariel Investments, LLC | 995,605 | $38.7M | 0.42% | −29,464−2.9% | Reduced |
| Royal London Asset Management Ltd | 1,082,930 | $42.1M | 0.11% | −115,632−9.6% | Reduced |
| Schwartz Investment Counsel Inc | 1,086,795 | $42.2M | 1.56% | +13,500+1.3% | Added |
| New York State Teachers Retirement System | 1,112,501 | $43.2M | 0.09% | −78,396−6.6% | Reduced |
| Standard Life Aberdeen plc | 1,135,156 | $44.1M | 0.08% | −21,524−1.9% | Reduced |
| SEI Investments Co | 1,143,810 | $44.4M | 0.06% | −37,968−3.2% | Reduced |
| Great West Life Assurance Co | 1,157,110 | $45.0M | 0.08% | +61,952+5.7% | Added |
| Retirement Systems of Alabama | 1,163,250 | $45.2M | 0.17% | +50,406+4.5% | Added |
| Fort Washington Investment Advisors Inc | 1,203,671 | $46.8M | 0.30% | −122,535−9.2% | Reduced |
| RE Advisers Corp | 1,217,400 | $47.3M | 1.17% | −23,602−1.9% | Reduced |
| Welch Group, LLC | 1,222,780 | $47.5M | 2.28% | +25,271+2.1% | Added |
| Prudential Financial Inc | 1,265,729 | $49.2M | 0.07% | −953,769−43.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,316,623 | $51.2M | 0.03% | −33,439−2.5% | Reduced |
| Epoch Investment Partners, Inc. | 1,382,411 | $53.7M | 0.25% | −43,400−3.0% | Reduced |
| Douglas Lane & Associates, LLC | 1,399,242 | $54.4M | 0.77% | −58,490−4.0% | Reduced |
| Bank of Nova Scotia | 1,428,169 | $55.5M | 0.11% | −68,992−4.6% | Reduced |
| rhino investment partners, Inc | 1,452,367 | $56.4M | 10.12% | +40,615+2.9% | Added |
| NFJ Investment Group, LLC | 1,454,749 | $56.5M | 1.73% | −65,376−4.3% | Reduced |
| Principal Financial Group Inc | 1,460,662 | $56.7M | 0.03% | −19,753−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 1,474,128 | $57.3M | 0.11% | −3,272−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,541,113 | $59.9M | 0.06% | −126,653−7.6% | Reduced |
| LSV Asset Management | 1,615,100 | $62.7M | 0.14% | −49,200−3.0% | Reduced |
| New York State Common Retirement Fund | 1,662,847 | $64.6M | 0.08% | −15,315−0.9% | Reduced |
| Letko, Brosseau & Associates Inc | 1,704,091 | $66.2M | 1.26% | +29,625+1.8% | Added |
| Junto Capital Management LP | 1,704,283 | $66.2M | 1.46% | +1,704,283 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,752,308 | $68.1M | 0.08% | +165,683+10.4% | Added |
| Moore Capital Management, LP | 1,756,698 | $68.2M | 1.50% | −265,506−13.1% | Reduced |
| Neuberger Berman Group LLC | 1,808,388 | $70.3M | 0.06% | −748,929−29.3% | Reduced |
| Alliancebernstein L.P. | 1,814,410 | $70.5M | 0.02% | −21,419−1.2% | Reduced |
| Citigroup Inc | 1,898,923 | $73.8M | 0.07% | +357,952+23.2% | Added |
| Parnassus Investments | 2,010,845 | $78.1M | 0.17% | −326,916−14.0% | Reduced |
| National Bank of Canada | 2,014,891 | $79.1M | 0.12% | +179,155+9.8% | Added |
| Verition Fund Management LLC | 2,098,488 | $81.5M | 0.63% | +571,625+37.4% | Added |
| First Trust Advisors LP | 2,172,952 | $84.4M | 0.09% | −915,783−29.6% | Reduced |
| California State Teachers Retirement System | 2,173,146 | $84.4M | 0.10% | −46,646−2.1% | Reduced |
| Sanders Capital, LLC | 2,190,014 | $85.1M | 0.13% | −1,110−0.1% | Reduced |
| Ameriprise Financial Inc | 2,264,025 | $88.0M | 0.02% | −103,305−4.4% | Reduced |
| Equity Investment Corp | 2,271,923 | $88.3M | 2.25% | +15,056+0.7% | Added |
| North Reef Capital Management LP | 2,300,000 | $89.4M | 4.14% | +650,000+39.4% | Added |
| Stifel Financial Corp | 2,323,064 | $90.3M | 0.10% | −515,459−18.2% | Reduced |
| California Public Employees Retirement System | 2,366,578 | $91.9M | 0.07% | −46,611−1.9% | Reduced |
| Burgundy Asset Management Ltd. | 2,377,381 | $92.4M | 0.97% | −822,145−25.7% | Reduced |
| Rhumbline Advisers | 2,643,069 | $102.7M | 0.10% | +11,894+0.5% | Added |
| Samlyn Capital, LLC | 2,660,105 | $103.3M | 1.78% | +168,703+6.8% | Added |
| Bessemer Group Inc | 2,676,753 | $104.0M | 0.18% | −39,080−1.4% | Reduced |
| Prana Capital Management, LP | 2,796,427 | $108.6M | 5.17% | +37,475+1.4% | Added |
| KBC Group NV | 2,810,074 | $109.2M | 0.33% | −422,205−13.1% | Reduced |
| Nordea Investment Management AB | 2,940,113 | $113.2M | 0.13% | +227,265+8.4% | Added |
| National Pension Service | 2,969,777 | $115.4M | 0.13% | +70,748+2.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,972,984 | $115.5M | 0.09% | −227,691−7.1% | Reduced |
| HSBC Holdings PLC | 2,986,841 | $115.8M | 0.07% | +58,463+2.0% | Added |
| APG Asset Management N.V. | 3,197,666 | $115.9M | 0.21% | +108,819+3.5% | Added |
| Envestnet Asset Management Inc | 3,003,377 | $116.7M | 0.04% | −18,944−0.6% | Reduced |
| LPL Financial LLC | 3,006,233 | $116.8M | 0.06% | −161,473−5.1% | Reduced |
| Price T Rowe Associates Inc | 3,088,727 | $120.0M | 0.01% | −400,684−11.5% | Reduced |
| HighTower Advisors, LLC | 3,094,243 | $120.2M | 0.19% | +48,276+1.6% | Added |
| Bank of Montreal | 3,611,359 | $133.9M | 0.07% | −602,383−14.3% | Reduced |
| Nuveen Asset Management, LLC | 3,455,550 | $134.2M | 0.04% | −563,370−14.0% | Reduced |
| Raymond James & Associates | 3,634,706 | $141.2M | 0.09% | −75,292−2.0% | Reduced |
| Wells Fargo & Company | 3,650,236 | $141.8M | 0.04% | +20,314+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 3,799,632 | $147.6M | 0.13% | −1,444,983−27.6% | Reduced |
| Jennison Associates LLC | 3,886,871 | $151.0M | 0.10% | +46,497+1.2% | Added |
| Deutsche Bank AG | 4,522,248 | $175.7M | 0.08% | +980,675+27.7% | Added |
| FMR LLC | 4,524,220 | $175.8M | 0.01% | −625,580−12.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 4,557,705 | $177.1M | 0.62% | +4,557,705 | New |
| Cullen Capital Management LLC | 4,578,313 | $177.9M | 2.05% | −396,319−8.0% | Reduced |
| Barclays PLC | 4,719,740 | $183.4M | 0.08% | −2,842,540−37.6% | Reduced |
| UBS Group AG | 4,889,242 | $189.9M | 0.06% | +128,479+2.7% | Added |
| Truist Financial Corp | 4,931,783 | $191.6M | 0.29% | +311,523+6.7% | Added |
| Goldman Sachs Group Inc | 5,957,421 | $231.4M | 0.05% | +475,145+8.7% | Added |
| Massachusetts Financial Services Co | 6,039,057 | $234.6M | 0.07% | −107,597−1.8% | Reduced |
| Franklin Resources Inc | 7,361,229 | $286.0M | 0.09% | +29,027+0.4% | Added |
| Legal & General Group Plc | 7,999,185 | $310.8M | 0.09% | −282,388−3.4% | Reduced |