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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 5,970 | $231.9K | 0.02% | −29−0.5% | Reduced |
| Evermay Wealth Management LLC | 5,985 | $232.5K | 0.04% | −449−7.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,047 | $234.9K | 0.03% | −51−0.8% | Reduced |
| Gsa Capital Partners LLP | 6,039 | $235.0K | 0.02% | −7,152−54.2% | Reduced |
| Rock Point Advisors, LLC | 6,050 | $235.0K | 0.07% | −200−3.2% | Reduced |
| Quotient Wealth Partners, LLC | 6,060 | $235.4K | 0.01% | −87−1.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,105 | $237.2K | 0.03% | −5,910−49.2% | Reduced |
| RiverFront Investment Group, LLC | 6,113 | $237.5K | 0.01% | 00.0% | Unchanged |
| Sunpointe, LLC | 6,138 | $238.5K | 0.16% | +343+5.9% | Added |
| Capstone Investment Advisors, LLC | 6,146 | $238.8K | 0.01% | −2,226−26.6% | Reduced |
| Altrius Capital Management Inc | 6,153 | $239.1K | 0.06% | −280−4.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,172 | $239.8K | 0.10% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,183 | $240.2K | 0.18% | −28−0.5% | Reduced |
| Oakworth Capital, Inc. | 6,190 | $240.5K | 0.02% | +3,669+145.5% | Added |
| Gradient Investments LLC | 6,195 | $240.7K | 0.01% | +3,998+182.0% | Added |
| Symmetry Partners, LLC | 6,193 | $241.0K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,212 | $241.3K | 0.02% | +720+13.1% | Added |
| Keystone Financial Group | 6,222 | $241.7K | 0.09% | +134+2.2% | Added |
| RMB Capital Management, LLC | 6,268 | $243.5K | 0.01% | +337+5.7% | Added |
| Great Valley Advisor Group, Inc. | 6,292 | $244.6K | 0.01% | +6,292 | New |
| Emfo, LLC | 6,315 | $245.3K | 0.22% | −10−0.2% | Reduced |
| United Community Bank | 6,368 | $247.4K | 0.10% | −5,660−47.1% | Reduced |
| Cable Hill Partners, LLC | 6,377 | $247.7K | 0.03% | +6,377 | New |
| FDx Advisors, Inc. | 6,415 | $249.0K | 0.07% | −1,859−22.5% | Reduced |
| Family Legacy, Inc. | 6,433 | $249.9K | 0.09% | −261−3.9% | Reduced |
| Trust Point Inc. | 6,443 | $250.3K | 0.02% | −508−7.3% | Reduced |
| Phillips Wealth Planners LLC | 6,379 | $250.5K | 0.26% | +78+1.2% | Added |
| Gateway Investment Advisers LLC | 6,452 | $250.7K | 0.00% | −274,603−97.7% | Reduced |
| Catalyst Financial Partners LLC | 6,485 | $251.9K | 0.06% | +6,485 | New |
| LifePlan Financial, LLC | 6,502 | $252.6K | 0.23% | +6,502 | New |
| Canton Hathaway, LLC | 6,516 | $253.0K | 0.07% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 6,535 | $253.9K | 0.14% | +6,535 | New |
| Plato Investment Management Ltd | 6,537 | $254.0K | 0.02% | +2,125+48.2% | Added |
| Capital Square, LLC | 5,818 | $254.7K | 0.17% | −207−3.4% | Reduced |
| Paloma Partners Management Co | 6,574 | $255.4K | 0.02% | +3,513+114.8% | Added |
| Yeomans Consulting Group, Inc. | 6,585 | $255.8K | 0.10% | +700+11.9% | Added |
| Hodges Capital Management Inc. | 6,623 | $257.3K | 0.02% | −493−6.9% | Reduced |
| Xcel Wealth Management, LLC | 6,639 | $257.9K | 0.08% | −1,500−18.4% | Reduced |
| Transcend Wealth Collective, LLC | 6,649 | $258.3K | 0.02% | +6,649 | New |
| Councilmark Asset Management, LLC | 6,650 | $258.4K | 0.18% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 6,741 | $261.9K | 0.01% | +51+0.8% | Added |
| Norway Savings Bank | 6,802 | $264.3K | 0.15% | −4,284−38.6% | Reduced |
| Aprio Wealth Management, LLC | 6,804 | $264.3K | 0.05% | −482−6.6% | Reduced |
| Geller Advisors LLC | 6,821 | $265.0K | 0.02% | +187+2.8% | Added |
| Sapient Capital LLC | 6,847 | $266.0K | 0.01% | −1,284−15.8% | Reduced |
| Biltmore Family Office, LLC | 6,880 | $267.3K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 6,913 | $268.6K | 0.01% | −1,209−14.9% | Reduced |
| 1st Source Bank | 6,987 | $271.4K | 0.02% | +298+4.5% | Added |
| Avaii Wealth Management, LLC | 7,005 | $272.2K | 0.15% | +218+3.2% | Added |
| Westover Capital Advisors, LLC | 7,018 | $272.6K | 0.07% | −45−0.6% | Reduced |
| Wolverine Trading, LLC | 7,057 | $274.2K | 0.00% | −17,572−71.3% | Reduced |
| Meridian Financial Partners LLC | 6,472 | $275.0K | 0.16% | −500−7.2% | Reduced |
| First Heartland Consultants, Inc. | 7,117 | $276.0K | 0.03% | +170+2.4% | Added |
| Paragon Capital Management Ltd | 7,117 | $276.5K | 0.05% | +7,117 | New |
| Oversea-Chinese Banking CORP Ltd | 7,172 | $278.6K | 0.01% | +7,172 | New |
| Belpointe Asset Management LLC | 7,172 | $278.7K | 0.02% | −44−0.6% | Reduced |
| WBH Advisory Inc | 7,187 | $279.2K | 0.03% | −340−4.5% | Reduced |
| Northstar Asset Management LLC | 7,193 | $279.4K | 0.07% | +7,193 | New |
| Peachtree Investment Partners, LLC | 7,194 | $279.5K | 0.11% | −415−5.5% | Reduced |
| LexAurum Advisors, LLC | 7,201 | $279.8K | 0.07% | −100−1.4% | Reduced |
| Daymark Wealth Partners, LLC | 7,216 | $280.4K | 0.01% | −855−10.6% | Reduced |
| Holocene Advisors, LP | 7,259 | $282.0K | 0.00% | −2,224,466−99.7% | Reduced |
| Caldwell Trust Co | 7,260 | $282.1K | 0.03% | −476−6.2% | Reduced |
| Johnson Investment Counsel Inc | 7,264 | $282.2K | 0.00% | −1,220−14.4% | Reduced |
| Wrapmanager Inc | 7,275 | $282.6K | 0.08% | −1,229−14.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 7,280 | $282.8K | 0.11% | +7,280 | New |
| Cassia Capital Partners, LLC | 7,311 | $284.0K | 0.19% | −7,271−49.9% | Reduced |
| Aldebaran Financial Inc. | 7,315 | $284.2K | 0.39% | +171+2.4% | Added |
| Vise Technologies, Inc. | 7,335 | $285.0K | 0.05% | +7,335 | New |
| Cannon Financial Strategists, Inc. | 7,360 | $285.9K | 0.05% | +7,360 | New |
| MBL Wealth, LLC | 7,367 | $286.2K | 0.03% | −10,877−59.6% | Reduced |
| HBK Sorce Advisory LLC | 7,394 | $287.3K | 0.01% | −371−4.8% | Reduced |
| Central Bank & Trust Co | 7,423 | $288.3K | 0.04% | +3,123+72.6% | Added |
| XTX Topco Ltd | 7,486 | $290.8K | 0.02% | −23,848−76.1% | Reduced |
| Continuum Advisory, LLC | 7,487 | $290.9K | 0.04% | +38+0.5% | Added |
| NewEdge Wealth, LLC | 7,535 | $292.7K | 0.01% | +1,130+17.6% | Added |
| Tritonpoint Wealth, LLC | 7,562 | $293.8K | 0.03% | −417−5.2% | Reduced |
| Stone Point Wealth LLC | 7,600 | $295.3K | 0.11% | −400−5.0% | Reduced |
| Change Path, LLC | 7,642 | $297.0K | 0.02% | −5,595−42.3% | Reduced |
| Fisher Asset Management, LLC | 7,650 | $297.2K | 0.00% | +1,602+26.5% | Added |
| Fiduciary Trust Co | 7,688 | $298.7K | 0.00% | +100+1.3% | Added |
| Morris Financial Concepts, Inc. | 7,688 | $298.7K | 0.14% | +477+6.6% | Added |
| Fonville Wealth Management LLC | 7,704 | $299.3K | 0.12% | +19+0.2% | Added |
| SYSTM Wealth Solutions LLC | 7,759 | $301.4K | 0.07% | −918−10.6% | Reduced |
| ProVise Management Group, LLC | 7,768 | $301.8K | 0.03% | −23,567−75.2% | Reduced |
| Conning Inc. | 7,789 | $302.6K | 0.01% | +319+4.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,805 | $303.2K | 0.03% | −375−4.6% | Reduced |
| Lafayette Investments, Inc. | 7,845 | $304.8K | 0.07% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 7,860 | $305.4K | 0.09% | +69+0.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,888 | $306.5K | 0.03% | −3,593−31.3% | Reduced |
| Abacus Planning Group, Inc. | 7,969 | $309.6K | 0.06% | +53+0.7% | Added |
| Eads & Heald Wealth Management | 7,972 | $310.0K | 0.15% | +2,005+33.6% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $310.8K | 0.01% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 8,011 | $311.2K | 0.01% | −5,836−42.1% | Reduced |
| GeoWealth Management, LLC | 8,030 | $312.0K | 0.01% | +747+10.3% | Added |
| Qtron Investments LLC | 8,038 | $312.3K | 0.05% | −3,116−27.9% | Reduced |
| Duncan Williams Asset Management, LLC | 8,042 | $312.4K | 0.26% | +2,200+37.7% | Added |
| Parkside Financial Bank & Trust | 8,045 | $312.5K | 0.05% | −429−5.1% | Reduced |
| CX Institutional | 8,050 | $312.7K | 0.01% | +263+3.4% | Added |
| Adapt Wealth Advisors, LLC | 8,050 | $312.7K | 0.20% | +1,700+26.8% | Added |