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 |
|---|---|---|---|---|---|
| LBMC Investment Advisors, LLC | 8,098 | $314.6K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 8,138 | $316.2K | 0.07% | −626−7.1% | Reduced |
| Cypress Wealth Services, LLC | 8,197 | $318.5K | 0.07% | −253−3.0% | Reduced |
| Rehmann Capital Advisory Group | 8,203 | $318.7K | 0.02% | −400−4.6% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $318.9K | 0.09% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 8,296 | $322.3K | 0.04% | −954−10.3% | Reduced |
| Formidable Asset Management, LLC | 8,304 | $322.6K | 0.05% | −168−2.0% | Reduced |
| Malaga Cove Capital, LLC | 8,322 | $323.3K | 0.13% | −117−1.4% | Reduced |
| Prestige Wealth Management Group LLC | 8,326 | $323.5K | 0.07% | −160−1.9% | Reduced |
| Ti-Trust, Inc | 8,330 | $323.6K | 0.25% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,363 | $324.9K | 0.10% | −53−0.6% | Reduced |
| Calton & Associates, Inc. | 8,393 | $326.1K | 0.16% | +3,250+63.2% | Added |
| Westpac Banking Corp | 8,397 | $326.2K | 0.03% | −1,248−12.9% | Reduced |
| Clark Capital Management Group, Inc. | 8,412 | $326.8K | 0.00% | +8,412 | New |
| Wedbush Securities Inc | 8,414 | $327.0K | 0.01% | +353+4.4% | Added |
| Lake Street Advisors Group, LLC | 8,418 | $327.0K | 0.02% | +119+1.4% | Added |
| Institute for Wealth Management, LLC. | 8,432 | $327.6K | 0.04% | +73+0.9% | Added |
| Mather Group, LLC. | 8,408 | $327.8K | 0.00% | +4,840+135.7% | Added |
| BIP Wealth, LLC | 8,473 | $329.2K | 0.03% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 8,525 | $331.2K | 0.10% | +8,525 | New |
| Independent Financial Group, LLC | 8,554 | $332.3K | 0.01% | +8,554 | New |
| Selective Wealth Management, Inc. | 8,545 | $332.5K | 0.15% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 8,578 | $333.3K | 0.05% | +73+0.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,584 | $333.5K | 0.03% | +90+1.1% | Added |
| Citizens Financial Group Inc | 8,610 | $334.5K | 0.01% | +2,136+33.0% | Added |
| Capital City Trust Co | 8,624 | $335.0K | 0.09% | 00.0% | Unchanged |
| Searle & Co. | 8,644 | $335.8K | 0.08% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,650 | $336.1K | 0.00% | +6,777+361.8% | Added |
| Birmingham Capital Management Co Inc | 8,665 | $336.6K | 0.13% | +121+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 8,675 | $337.0K | 0.03% | 00.0% | Unchanged |
| Ted Buchan & Co | 8,679 | $337.2K | 0.18% | +8,679 | New |
| Bristlecone Advisors, LLC | 8,683 | $337.3K | 0.03% | −921−9.6% | Reduced |
| Hill Investment Group Partners, LLC | 7,648 | $337.7K | 0.05% | +84+1.1% | Added |
| Beverly Hills Private Wealth, LLC | 8,714 | $338.6K | 0.07% | −959−9.9% | Reduced |
| HHM Wealth Advisors, LLC | 8,764 | $340.5K | 0.05% | +1,022+13.2% | Added |
| Foster & Motley Inc | 8,838 | $343.0K | 0.02% | +8,838 | New |
| PEAK6 Investments LLC | 8,832 | $343.1K | 0.02% | −12,874−59.3% | Reduced |
| Eagle Strategies LLC | 8,839 | $343.4K | 0.07% | +3,404+62.6% | Added |
| Cooper Financial Group | 8,878 | $344.9K | 0.05% | −6,332−41.6% | Reduced |
| Secure Asset Management, LLC | 8,904 | $345.9K | 0.07% | −700−7.3% | Reduced |
| EP Wealth Advisors, LLC | 8,914 | $346.3K | 0.00% | +2,664+42.6% | Added |
| Fiducient Advisors LLC | 8,915 | $346.3K | 0.05% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,943 | $347.4K | 0.01% | −355−3.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,944 | $347.5K | 0.01% | +4,014+81.4% | Added |
| Empower Advisory Group, LLC | 8,956 | $347.9K | 0.00% | +1,457+19.4% | Added |
| EverSource Wealth Advisors, LLC | 7,802 | $348.6K | 0.02% | +869+12.5% | Added |
| Berkshire Asset Management LLC | 8,977 | $348.7K | 0.02% | +8,977 | New |
| Hayek Kallen Investment Management | 9,047 | $351.0K | 0.13% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 9,050 | $351.6K | 0.59% | +578+6.8% | Added |
| Accurate Wealth Management, LLC | 8,535 | $352.6K | 0.08% | +2,269+36.2% | Added |
| Arlington Trust Co LLC | 9,077 | $352.6K | 0.08% | +4,730+108.8% | Added |
| Aspiriant, LLC | 9,118 | $354.2K | 0.01% | −1,883−17.1% | Reduced |
| Everett Harris & Co | 9,133 | $354.8K | 0.00% | −165−1.8% | Reduced |
| Parthenon LLC | 9,155 | $355.7K | 0.05% | +43+0.5% | Added |
| M Holdings Securities, Inc. | 9,155 | $356.0K | 0.05% | +9,155 | New |
| Summit Asset Management, LLC | 9,177 | $356.5K | 0.07% | +17+0.2% | Added |
| MTM Investment Management, LLC | 9,200 | $357.4K | 0.15% | +18+0.2% | Added |
| Rede Wealth, LLC | 9,305 | $361.5K | 0.33% | −262−2.7% | Reduced |
| ForthRight Wealth Management, LLC | 9,313 | $361.8K | 0.13% | −761−7.6% | Reduced |
| Fortress Wealth Group, LLC | 8,212 | $362.6K | 0.18% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9,338 | $363.0K | 0.05% | +800+9.4% | Added |
| IHT Wealth Management, LLC | 9,368 | $364.0K | 0.01% | −353−3.6% | Reduced |
| Quadrant Capital Group LLC | 9,376 | $364.3K | 0.03% | +2,923+45.3% | Added |
| Shepherd Financial Partners LLC | 9,393 | $364.9K | 0.05% | +253+2.8% | Added |
| Simmons Bank | 9,408 | $365.5K | 0.03% | +1,400+17.5% | Added |
| Heartwood Wealth Advisors LLC | 9,531 | $370.3K | 0.04% | +2,747+40.5% | Added |
| Community Bank & Trust, Waco, Texas | 9,580 | $372.0K | 0.09% | +2,842+42.2% | Added |
| NFP Retirement, Inc. | 9,581 | $372.2K | 0.03% | +11+0.1% | Added |
| Farther Finance Advisors, LLC | 9,488 | $372.4K | 0.02% | +5,912+165.3% | Added |
| Venturi Wealth Management, LLC | 9,630 | $374.1K | 0.02% | +488+5.3% | Added |
| Sage Mountain Advisors LLC | 9,646 | $374.8K | 0.03% | +1,547+19.1% | Added |
| Waldron Private Wealth LLC | 9,649 | $374.9K | 0.02% | +4,138+75.1% | Added |
| Pettee Investors, Inc. | 9,665 | $375.5K | 0.18% | −425−4.2% | Reduced |
| Southeast Asset Advisors Inc. | 9,765 | $379.4K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,417 | $381.5K | 0.02% | +2,844+43.3% | Added |
| Parallel Advisors, LLC | 9,843 | $382.4K | 0.01% | +473+5.0% | Added |
| Valley National Advisers Inc | 9,908 | $384.0K | 0.06% | −469−4.5% | Reduced |
| Valmark Advisers, Inc. | 9,902 | $384.7K | 0.01% | +157+1.6% | Added |
| Hoxton Planning & Management, LLC | 9,933 | $385.9K | 0.18% | −298−2.9% | Reduced |
| My Legacy Advisors, LLC | 9,933 | $385.9K | 0.12% | −10.0% | Reduced |
| WealthTrust Axiom LLC | 9,944 | $386.3K | 0.13% | 00.0% | Unchanged |
| Smith, Salley & Associates | 9,953 | $386.7K | 0.03% | −6,001−37.6% | Reduced |
| Bridgefront Capital, LLC | 9,956 | $386.8K | 0.16% | +9,956 | New |
| Newman Dignan & Sheerar, Inc. | 9,969 | $387.3K | 0.10% | +65+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 9,994 | $388.2K | 0.01% | +67+0.7% | Added |
| American Assets Inc | 10,000 | $388.5K | 0.14% | 00.0% | Unchanged |
| Cypress Capital Group | 10,067 | $391.1K | 0.05% | −120−1.2% | Reduced |
| Rakuten Securities, Inc. | 10,121 | $393.2K | 0.17% | +190+1.9% | Added |
| Headinvest, LLC | 10,123 | $393.3K | 0.08% | −840−7.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,129 | $393.5K | 0.01% | +260+2.6% | Added |
| BSW Wealth Partners | 10,221 | $397.1K | 0.07% | −753−6.9% | Reduced |
| Taylor Hoffman Wealth Management | 10,188 | $399.9K | 0.16% | 00.0% | Unchanged |
| Forum Financial Management, LP | 10,306 | $400.4K | 0.01% | +8+0.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,316 | $400.8K | 0.05% | −4,100−28.4% | Reduced |
| Successful Portfolios LLC | 10,341 | $401.8K | 0.28% | +7+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 10,378 | $403.2K | 0.01% | −598−5.4% | Reduced |
| Keudell/Morrison Wealth Management | 10,387 | $403.5K | 0.12% | −140−1.3% | Reduced |
| Chiron Capital Management, LLC | 10,407 | $404.3K | 0.39% | −198−1.9% | Reduced |
| Centennial Wealth Advisory LLC | 10,433 | $405.4K | 0.18% | +1,409+15.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 10,471 | $406.8K | 0.12% | +5,788+123.6% | Added |