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; 1,706 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 | 1,706 | $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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 405 | $15.7K | 0.00% | −178−30.5% | Reduced |
| Fairman Group, LLC | 407 | $15.8K | 0.02% | +5+1.2% | Added |
| McIlrath & Eck, LLC | 427 | $16.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 429 | $16.7K | 0.01% | −31−6.7% | Reduced |
| Focused Wealth Management, Inc | 436 | $16.9K | 0.00% | +436 | New |
| Morton Brown Family Wealth, LLC | 403 | $17.1K | 0.01% | +4+1.0% | Added |
| Tucker Asset Management LLC | 445 | $17.3K | 0.00% | +6+1.4% | Added |
| Flputnam Investment Management Co | 445 | $17.3K | 0.00% | +445 | New |
| Meeder Asset Management Inc | 446 | $17.3K | 0.00% | +60+15.5% | Added |
| CoreCap Advisors, LLC | 449 | $17.4K | 0.00% | +224+99.6% | Added |
| City State Bank | 453 | $17.6K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 498 | $19.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 505 | $19.6K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 513 | $19.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 538 | $21.1K | 0.01% | −204−27.5% | Reduced |
| Peoples Financial Services Corp. | 568 | $22.1K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 570 | $22.1K | 0.01% | +46+8.8% | Added |
| Opal Wealth Advisors, LLC | 657 | $25.5K | 0.01% | −87−11.7% | Reduced |
| Crewe Advisors LLC | 686 | $26.7K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 690 | $26.8K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 691 | $26.8K | 0.04% | −140−16.8% | Reduced |
| Union Savings Bank | 705 | $27.4K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 732 | $28.4K | 0.02% | +732 | New |
| BOK Financial Private Wealth, Inc. | 737 | $28.6K | 0.00% | +737 | New |
| Halpern Financial, Inc. | 742 | $28.8K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 745 | $28.9K | 0.02% | −53−6.6% | Reduced |
| McMahon Financial Advisors, LLC | 767 | $29.8K | 0.01% | +767 | New |
| Johnson Financial Group, Inc. | 812 | $31.5K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 887 | $32.2K | 0.00% | +60+7.3% | Added |
| Versant Capital Management, Inc | 833 | $32.4K | 0.01% | −160−16.1% | Reduced |
| Rise Advisors, LLC | 833 | $32.4K | 0.02% | +11+1.3% | Added |
| Edmond de Rothschild Holding S.A. | 837 | $32.5K | 0.00% | −2,433−74.4% | Reduced |
| Pin Oak Investment Advisors Inc | 854 | $33.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $33.2K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 816 | $34.3K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 853 | $36.2K | 0.03% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 945 | $36.7K | 0.02% | +13+1.4% | Added |
| JFS Wealth Advisors, LLC | 955 | $37.1K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 970 | $37.7K | 0.01% | +970 | New |
| Cedar Wealth Management, LLC | 1,000 | $38.9K | 0.01% | −500−33.3% | Reduced |
| TCTC Holdings, LLC | 1,023 | $39.7K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 1,024 | $39.8K | 0.03% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,019 | $40.0K | 0.02% | −7,417−87.9% | Reduced |
| Accordant Advisory Group Inc | 1,036 | $40.2K | 0.04% | −452−30.4% | Reduced |
| Beacon Capital Management, LLC | 1,059 | $41.1K | 0.01% | +44+4.3% | Added |
| Abound Wealth Management | 1,074 | $41.7K | 0.02% | +157+17.1% | Added |
| West Paces Advisors Inc. | 1,077 | $41.8K | 0.01% | −1,410−56.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,077 | $41.8K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,083 | $42.1K | 0.01% | +1,083 | New |
| Washington Trust Advisors, Inc. | 1,094 | $42.5K | 0.00% | −2,072−65.4% | Reduced |
| Voisard Asset Management Group, Inc. | 1,200 | $46.6K | 0.02% | +1,200 | New |
| Tyler-Stone Wealth Management | 1,216 | $47.3K | 0.02% | +16+1.3% | Added |
| Private Wealth Management Group, LLC | 1,227 | $47.7K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,233 | $47.9K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,265 | $49.1K | 0.01% | −161−11.3% | Reduced |
| Arrow Financial Corp | 1,275 | $49.5K | 0.00% | −125−8.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,283 | $49.9K | 0.02% | −10,603−89.2% | Reduced |
| GW&K Investment Management, LLC | 1,276 | $50.0K | 0.00% | +106+9.1% | Added |
| Macroview Investment Management LLC | 1,390 | $54.0K | 0.06% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,475 | $57.3K | 0.01% | +1,475 | New |
| Mechanics Financial Corp | 1,495 | $58.1K | 0.03% | −705−32.0% | Reduced |
| Stephens Consulting, LLC | 1,555 | $60.4K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,635 | $63.5K | 0.05% | +22+1.4% | Added |
| Optimum Investment Advisors | 1,671 | $64.9K | 0.03% | +300+21.9% | Added |
| First Foundation Advisors | 1,771 | $68.8K | 0.00% | −1,248−41.3% | Reduced |
| Loomis Sayles & Co L P | 1,811 | $70.0K | 0.00% | −33−1.8% | Reduced |
| Benjamin Edwards Inc | 1,826 | $71.0K | 0.01% | +439+31.7% | Added |
| Atlantic Trust, LLC | 1,846 | $71.7K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,857 | $72.1K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,959 | $76.0K | 0.01% | +2+0.1% | Added |
| Grove Bank & Trust | 2,010 | $78.1K | 0.01% | −1,383−40.8% | Reduced |
| Chris Bulman Inc | 2,019 | $78.4K | 0.05% | +2,019 | New |
| Smithfield Trust Co | 2,068 | $80.0K | 0.00% | −278−11.8% | Reduced |
| Covestor Ltd | 2,109 | $82.0K | 0.05% | −117−5.3% | Reduced |
| Pinnacle Bancorp, Inc. | 2,124 | $82.5K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,171 | $84.3K | 0.04% | −360−14.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,171 | $84.3K | 0.03% | +160+8.0% | Added |
| Sittner & Nelson, LLC | 2,175 | $84.5K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,200 | $85.0K | 0.03% | +680+44.7% | Added |
| Quent Capital, LLC | 2,271 | $88.2K | 0.01% | +409+22.0% | Added |
| TD Waterhouse Canada Inc. | 2,260 | $88.8K | 0.00% | −332−12.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,299 | $89.3K | 0.00% | +2,299 | New |
| Chilton Capital Management LLC | 2,450 | $95.2K | 0.00% | +2,405+5,344.4% | Added |
| Larson Financial Group LLC | 2,454 | $95.3K | 0.01% | +456+22.8% | Added |
| Clear Investment Research, LLC | 2,481 | $96.4K | 0.13% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,526 | $98.1K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,587 | $100.5K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,587 | $100.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,599 | $101.0K | 0.01% | −276−9.6% | Reduced |
| Quest Partners LLC | 2,625 | $102.0K | 0.01% | −20,992−88.9% | Reduced |
| Clear Street Markets LLC | 2,700 | $105.0K | 0.04% | +1,000+58.8% | Added |
| SOA Wealth Advisors, LLC. | 2,723 | $105.8K | 0.02% | +2,363+656.4% | Added |
| Bare Financial Services, Inc | 2,396 | $107.1K | 0.06% | +243+11.3% | Added |
| Raffa Wealth Management, LLC | 2,765 | $107.4K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,774 | $107.8K | 0.01% | −2,066−42.7% | Reduced |
| LRI Investments, LLC | 2,784 | $108.2K | 0.01% | +2,693+2,959.3% | Added |
| Main Street Group, LTD | 2,795 | $109.5K | 0.05% | −558−16.6% | Reduced |
| CKW Financial Group | 2,800 | $110.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 2,838 | $110.3K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,870 | $111.5K | 0.01% | +65+2.3% | Added |