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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 8,134,739 | $316.0M | 0.06% | −98,324−1.2% | Reduced |
| Norges Bank | 8,514,872 | $330.8M | 0.05% | −39,468−0.5% | Reduced |
| Dimensional Fund Advisors LP | 8,932,261 | $347.0M | 0.09% | +299,196+3.5% | Added |
| Macquarie Group Ltd | 9,073,390 | $352.5M | 0.40% | −441,703−4.6% | Reduced |
| UBS Asset Management Americas Inc | 9,142,731 | $355.2M | 0.10% | +1,805,078+24.6% | Added |
| Invesco Ltd. | 9,263,290 | $359.9M | 0.08% | +192,956+2.1% | Added |
| Federated Hermes, Inc. | 9,431,002 | $366.4M | 0.87% | −474,659−4.8% | Reduced |
| Citadel Advisors LLC | 9,613,309 | $373.5M | 0.37% | −2,479,108−20.5% | Reduced |
| American Century Companies Inc | 10,130,001 | $393.6M | 0.24% | −636,404−5.9% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 10,682,202 | $415.0M | 0.70% | +238,091+2.3% | Added |
| Northern Trust Corp | 12,351,717 | $479.9M | 0.08% | −66,019−0.5% | Reduced |
| Royal Bank of Canada | 15,008,674 | $583.1M | 0.14% | −1,055,852−6.6% | Reduced |
| Morgan Stanley | 17,149,434 | $666.3M | 0.05% | −2,222,377−11.5% | Reduced |
| Charles Schwab Investment Management Inc | 17,600,272 | $683.8M | 0.13% | −25,362−0.1% | Reduced |
| Amundi | 25,533,524 | $992.5M | 0.38% | −527,943−2.0% | Reduced |
| Geode Capital Management, LLC | 26,984,539 | $1.05B | 0.09% | +581,734+2.2% | Added |
| Bank of America Corp | 40,802,932 | $1.59B | 0.15% | +25,291+0.1% | Added |
| JPMorgan Chase & Co | 44,823,697 | $1.74B | 0.15% | +9,223,118+25.9% | Added |
| Capital International Investors | 51,544,282 | $2.00B | 0.41% | +39,901,040+342.7% | Added |
| Dodge & Cox | 51,665,856 | $2.01B | 1.20% | −275,354−0.5% | Reduced |
| State Street Corp | 59,144,734 | $2.30B | 0.10% | −141,813−0.2% | Reduced |
| BlackRock Inc. | 99,010,537 | $3.85B | 0.09% | −1,439,152−1.4% | Reduced |
| Vanguard Group Inc | 117,753,374 | $4.57B | 0.09% | +1,181,800+1.0% | Added |
| Strategic Financial Concepts, LLC | 14,649 | – | – | +14,649 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,348,416−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,845,864−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −949,908−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −583,794−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −556,615−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −490,917−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −354,559−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −353,561−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −275,502−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −233,601−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −211,344−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −162,363−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −155,087−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −110,605−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −108,652−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100,354−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −90,614−100.0% | Sold out |
| Arbor Investment Advisors, LLC | 0 | $0 | 0.00% | −84,445−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −83,277−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −75,700−100.0% | Sold out |
| Tejara Capital Ltd | 0 | $0 | 0.00% | −75,500−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −71,154−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −61,776−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −61,630−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −60,225−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −57,481−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −57,400−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −53,793−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −52,655−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −51,757−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −42,033−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −38,143−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −37,250−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −36,065−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −33,601−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −28,800−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −28,679−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −24,480−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −23,552−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −21,324−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −18,814−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −18,335−100.0% | Sold out |
| Meadow Creek Wealth Advisors LLC | 0 | $0 | 0.00% | −17,327−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −14,842−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −14,702−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,520−100.0% | Sold out |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −14,012−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −13,437−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −11,560−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −9,504−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −9,295−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −8,891−100.0% | Sold out |
| Israel Discount Bank of New York | 0 | $0 | 0.00% | −8,661−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,220−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −8,049−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −7,131−100.0% | Sold out |
| First Trust Investment Solutions L.P. | 0 | $0 | 0.00% | −7,007−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −6,922−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −6,624−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −6,608−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −6,331−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −6,308−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −5,945−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Lantz Financial LLC | 0 | $0 | 0.00% | −5,659−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −5,641−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −5,634−100.0% | Sold out |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −5,567−100.0% | Sold out |
| New Jersey Better Educational Savings Trust | 0 | $0 | 0.00% | −5,292−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −5,262−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −5,242−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |