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 |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 74,865 | $113.0K | 0.06% | +160.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,925 | $113.6K | 0.01% | 00.0% | Unchanged |
| Tobam | 2,964 | $115.0K | 0.02% | −7,161−70.7% | Reduced |
| Tompkins Financial Corp | 3,005 | $116.7K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 3,000 | $117.0K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,012 | $117.0K | 0.03% | 00.0% | Unchanged |
| Lynx Investment Advisory | 3,106 | $120.7K | 0.09% | +3,106 | New |
| EdgeRock Capital LLC | 3,245 | $126.1K | 0.10% | +3,245 | New |
| MV Capital Management, Inc. | 3,253 | $126.4K | 0.01% | +16+0.5% | Added |
| Creative Financial Designs Inc | 3,258 | $126.6K | 0.01% | +12+0.4% | Added |
| Riverview Trust Co | 3,295 | $128.0K | 0.12% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,396 | $130.0K | 0.00% | +3,396 | New |
| Leonteq Securities AG | 3,426 | $133.1K | 0.02% | −473−12.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,504 | $136.1K | 0.01% | +575+19.6% | Added |
| Transamerica Financial Advisors, Inc. | 3,508 | $137.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,555 | $138.0K | 0.01% | −85−2.3% | Reduced |
| Manchester Capital Management LLC | 3,600 | $139.9K | 0.02% | +777+27.5% | Added |
| Alta Advisers Ltd | 3,600 | $139.9K | 0.07% | 00.0% | Unchanged |
| Washington Trust Co | 3,614 | $140.4K | 0.01% | +81+2.3% | Added |
| Caldwell Sutter Capital, Inc. | 3,657 | $142.1K | 0.07% | +114+3.2% | Added |
| Deseret Mutual Benefit Administrators | 3,683 | $143.1K | 0.07% | −165−4.3% | Reduced |
| Unique Wealth Strategies, LLC | 3,747 | $146.1K | 0.07% | +3,747 | New |
| Harbour Investments, Inc. | 3,776 | $146.7K | 0.00% | +9+0.2% | Added |
| Sound Income Strategies, LLC | 3,785 | $147.0K | 0.01% | +43+1.1% | Added |
| American Capital Advisory, LLC | 4,026 | $148.6K | 0.11% | −390−8.8% | Reduced |
| Fairscale Capital, LLC | 3,503 | $148.7K | 0.13% | +3,503 | New |
| Dakota Community Bank & Trust NA | 3,878 | $150.7K | 0.81% | −655−14.4% | Reduced |
| Bruce G. Allen Investments, LLC | 3,896 | $151.4K | 0.13% | +347+9.8% | Added |
| Wellington Shields & Co., LLC | 4,000 | $155.4K | 0.05% | +1,000+33.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,048 | $157.3K | 0.01% | −36,634−90.0% | Reduced |
| Cromwell Holdings LLC | 4,108 | $159.6K | 0.10% | +4,108 | New |
| CarsonAllaria Wealth Management, Ltd. | 4,207 | $163.5K | 0.10% | −307−6.8% | Reduced |
| Bollard Group LLC | 4,276 | $166.0K | 0.00% | +59+1.4% | Added |
| Hartford Financial Management Inc. | 4,399 | $170.9K | 0.04% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 4,543 | $176.5K | 0.12% | +843+22.8% | Added |
| Nemes Rush Group LLC | 4,600 | $178.7K | 0.02% | −633−12.1% | Reduced |
| Coastal Investment Advisors, Inc. | 4,611 | $179.1K | 0.04% | +24+0.5% | Added |
| Family Firm, Inc. | 4,723 | $183.5K | 0.04% | +4,723 | New |
| Castleview Partners, LLC | 5,059 | $196.5K | 0.11% | −560−10.0% | Reduced |
| USA Financial Portformulas Corp | 5,111 | $198.6K | 0.03% | +5,072+13,005.1% | Added |
| Hexagon Capital Partners LLC | 5,112 | $198.6K | 0.04% | +4,358+578.0% | Added |
| Southern Capital Advisors, LLC | 5,178 | $201.2K | 0.12% | +5,178 | New |
| SC&H Financial Advisors, Inc. | 5,183 | $201.3K | 0.05% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 5,203 | $202.1K | 0.17% | +5,203 | New |
| Apexium Financial, LP | 5,210 | $202.4K | 0.01% | +5,210 | New |
| West Family Investments, Inc. | 5,213 | $202.5K | 0.06% | 00.0% | Unchanged |
| PFW Advisors LLC | 5,214 | $202.6K | 0.06% | +6+0.1% | Added |
| M. Kulyk & Associates, LLC | 5,252 | $204.0K | 0.05% | 00.0% | Unchanged |
| Next Level Private LLC | 5,266 | $204.6K | 0.09% | +72+1.4% | Added |
| Cape Investment Advisory, Inc. | 5,278 | $205.0K | 0.09% | −94−1.7% | Reduced |
| Dover Advisors, LLC | 5,285 | $205.3K | 0.13% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 5,289 | $205.5K | 0.02% | −903−14.6% | Reduced |
| Future Financial Wealth Managment LLC | 5,300 | $205.9K | 0.18% | +2,400+82.8% | Added |
| LongView Wealth Management | 5,322 | $206.8K | 0.08% | −149−2.7% | Reduced |
| Muirfield Wealth Advisors LLC | 5,346 | $207.7K | 0.19% | +73+1.4% | Added |
| Summit X, LLC | 5,297 | $208.0K | 0.05% | +5,297 | New |
| Mountain Pacific Investment Advisers Inc | 5,366 | $208.5K | 0.02% | −1,812−25.2% | Reduced |
| CFO4Life Group, LLC | 5,375 | $208.8K | 0.04% | +104+2.0% | Added |
| AJOVista, LLC | 5,392 | $209.5K | 0.60% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 5,392 | $209.5K | 0.01% | −801−12.9% | Reduced |
| Ci Investments Inc. | 5,409 | $210.0K | 0.00% | −587−9.8% | Reduced |
| Country Club Bank | 5,550 | $210.0K | 0.01% | 00.0% | Unchanged |
| First American Trust, FSB | 5,430 | $211.0K | 0.02% | −1,167−17.7% | Reduced |
| World Equity Group, Inc. | 5,430 | $211.0K | 0.06% | −402−6.9% | Reduced |
| Asset Dedication, LLC | 5,433 | $211.1K | 0.01% | −706−11.5% | Reduced |
| Avestar Capital, LLC | 5,467 | $212.4K | 0.02% | +5,467 | New |
| High Net Worth Advisory Group LLC | 5,477 | $212.8K | 0.06% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 5,482 | $213.0K | 0.07% | −301−5.2% | Reduced |
| LMCG Investments, LLC | 5,493 | $213.4K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,499 | $213.6K | 0.13% | −29−0.5% | Reduced |
| Toth Financial Advisory Corp | 5,511 | $214.1K | 0.03% | +424+8.3% | Added |
| Cornerstone Management, Inc. | 5,521 | $214.5K | 0.05% | 00.0% | Unchanged |
| Scotia Capital Inc. | 5,526 | $214.7K | 0.00% | +201+3.8% | Added |
| CVA Family Office, LLC | 5,542 | $215.3K | 0.04% | +44+0.8% | Added |
| Sugarloaf Wealth Management, LLC | 5,547 | $215.5K | 0.04% | −25−0.4% | Reduced |
| Harmony Asset Management LLC | 5,555 | $215.8K | 0.09% | −3,100−35.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 5,578 | $216.7K | 0.09% | 00.0% | Unchanged |
| Graypoint LLC | 5,606 | $217.8K | 0.02% | +459+8.9% | Added |
| Carolinas Wealth Consulting LLC | 5,649 | $219.4K | 0.04% | −13−0.2% | Reduced |
| Greatmark Investment Partners, Inc. | 5,658 | $219.8K | 0.03% | +5,658 | New |
| Kingfisher Capital LLC | 5,657 | $220.0K | 0.05% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 5,668 | $220.2K | 0.16% | +5,668 | New |
| CIC Wealth, LLC | 5,670 | $220.3K | 0.06% | −455−7.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 5,707 | $221.7K | 0.18% | +10.0% | Added |
| Baron Wealth Management LLC | 5,714 | $222.0K | 0.12% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 5,727 | $222.0K | 0.11% | +933+19.5% | Added |
| Augustine Asset Management Inc | 5,737 | $222.9K | 0.09% | −119−2.0% | Reduced |
| Davis R M Inc | 5,778 | $224.5K | 0.00% | +5,778 | New |
| D'Orazio & Associates, Inc. | 5,780 | $224.6K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,787 | $224.8K | 0.03% | +5,787 | New |
| Invesco, LLC | 5,807 | $225.6K | 0.09% | −55−0.9% | Reduced |
| Lantern Wealth Advisors, LLC | 5,811 | $225.8K | 0.16% | +5,811 | New |
| Personal Cfo Solutions, LLC | 5,869 | $228.0K | 0.04% | +5,869 | New |
| Trexquant Investment LP | 5,884 | $228.6K | 0.00% | +5,884 | New |
| Strategic Wealth Designers | 5,827 | $228.7K | 0.03% | +5,827 | New |
| Mendel Money Management | 5,889 | $228.8K | 0.11% | −940−13.8% | Reduced |
| Klingenstein Fields & Co LP | 5,912 | $229.7K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,925 | $230.2K | 0.03% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,222 | $230.7K | 0.04% | +5,222 | New |
| Ballew Advisors, Inc | 5,602 | $231.9K | 0.15% | 00.0% | Unchanged |