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 |
|---|---|---|---|---|---|
| Convergence Financial, LLC | 10,486 | $407.4K | 0.11% | +10,486 | New |
| 1776 Wealth LLC | 10,500 | $407.9K | 0.18% | −650−5.8% | Reduced |
| Clarius Group, LLC | 10,527 | $409.0K | 0.03% | −727−6.5% | Reduced |
| Concord Asset Management, LLC | 10,537 | $409.4K | 0.10% | −685−6.1% | Reduced |
| Verum Partners LLC | 10,573 | $410.7K | 0.13% | +261+2.5% | Added |
| Good Life Advisors, LLC | 10,616 | $412.4K | 0.03% | +372+3.6% | Added |
| Wilkins Investment Counsel Inc | 10,620 | $412.6K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10,643 | $413.4K | 0.02% | −1,786−14.4% | Reduced |
| Tocqueville Asset Management L.P. | 10,697 | $415.6K | 0.01% | −180−1.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,728 | $416.8K | 0.25% | −114−1.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 10,820 | $420.3K | 0.19% | −1,364−11.2% | Reduced |
| Perpetual Ltd | 10,851 | $421.6K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 10,880 | $422.7K | 0.27% | −527−4.6% | Reduced |
| Legacy Capital Group California, Inc. | 10,904 | $423.6K | 0.15% | +107+1.0% | Added |
| Cassaday & Co Wealth Management LLC | 10,913 | $424.0K | 0.01% | −33−0.3% | Reduced |
| GW Henssler & Associates Ltd | 11,138 | $432.7K | 0.03% | +1,314+13.4% | Added |
| Silver Oak Securities, Inc | 11,140 | $432.8K | 0.06% | +2,301+26.0% | Added |
| Banque Cantonale Vaudoise | 11,192 | $434.0K | 0.02% | +11,192 | New |
| Seven Eight Capital, LP | 11,172 | $434.0K | 0.05% | +11,172 | New |
| First City Capital Management, Inc. | 11,309 | $439.4K | 0.25% | +4,677+70.5% | Added |
| Tandem Investment Advisors, Inc. | 11,334 | $440.0K | 0.02% | −820−6.7% | Reduced |
| Roman Butler Fullerton & Co | 11,226 | $440.7K | 0.14% | +416+3.8% | Added |
| Checchi Capital Advisers, LLC | 11,363 | $441.5K | 0.03% | +527+4.9% | Added |
| Farmers Trust Co | 11,402 | $443.0K | 0.09% | −288−2.5% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,470 | $445.6K | 0.00% | +89+0.8% | Added |
| Golden State Equity Partners | 11,491 | $446.4K | 0.09% | +11,491 | New |
| Boltwood Capital Management | 11,510 | $447.2K | 0.14% | −50.0% | Reduced |
| First Manhattan Co | 11,520 | $447.6K | 0.00% | +720+6.7% | Added |
| Ellevest, Inc. | 11,543 | $448.4K | 0.03% | −1,132−8.9% | Reduced |
| Klingman & Associates, LLC | 11,547 | $448.6K | 0.03% | +290+2.6% | Added |
| Haverford Trust Co | 11,631 | $451.9K | 0.00% | +2,444+26.6% | Added |
| Sculati Wealth Management, LLC | 11,659 | $453.0K | 0.19% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 11,690 | $454.0K | 0.43% | −285−2.4% | Reduced |
| Longfellow Investment Management Co LLC | 11,723 | $455.4K | 0.11% | +81+0.7% | Added |
| Pathway Financial Advisors LLC | 11,864 | $460.9K | 0.12% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 11,870 | $461.1K | 0.25% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11,917 | $462.0K | 0.24% | −556−4.5% | Reduced |
| Geneos Wealth Management Inc. | 11,919 | $463.0K | 0.02% | +24+0.2% | Added |
| Intrust Bank NA | 11,945 | $464.1K | 0.05% | −946−7.3% | Reduced |
| Exencial Wealth Advisors, LLC | 11,957 | $464.5K | 0.02% | −396−3.2% | Reduced |
| NorthRock Partners, LLC | 11,982 | $465.5K | 0.02% | +1,110+10.2% | Added |
| Washington Capital Management Inc | 12,000 | $466.2K | 0.39% | 00.0% | Unchanged |
| Select Asset Management & Trust | 12,097 | $470.0K | 0.19% | −12,875−51.6% | Reduced |
| Atomi Financial Group, Inc. | 12,114 | $470.6K | 0.03% | +3,246+36.6% | Added |
| Park Place Capital Corp | 12,120 | $470.9K | 0.15% | −3,348−21.6% | Reduced |
| Cidel Asset Management Inc | 12,123 | $471.0K | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 12,131 | $471.3K | 0.03% | +12,131 | New |
| Equitable Holdings, Inc. | 12,155 | $472.2K | 0.00% | +2,302+23.4% | Added |
| Koshinski Asset Management, Inc. | 12,172 | $473.6K | 0.04% | +820+7.2% | Added |
| Texas Yale Capital Corp. | 12,248 | $475.8K | 0.02% | +130+1.1% | Added |
| Greenleaf Trust | 12,304 | $478.0K | 0.00% | +809+7.0% | Added |
| Driehaus Capital Management LLC | 12,312 | $478.3K | 0.00% | −5,864−32.3% | Reduced |
| Sowell Financial Services LLC | 12,407 | $482.0K | 0.02% | +12,407 | New |
| Uncommon Cents Investing LLC | 12,540 | $487.2K | 0.15% | +1,345+12.0% | Added |
| Applied Finance Capital Management, LLC | 12,567 | $488.2K | 0.02% | +2,359+23.1% | Added |
| Dorsey & Whitney Trust CO LLC | 12,603 | $489.6K | 0.03% | −403−3.1% | Reduced |
| Centaurus Financial, Inc. | 12,609 | $490.0K | 0.03% | +163+1.3% | Added |
| Bard Financial Services, Inc. | 12,700 | $493.4K | 0.05% | −500−3.8% | Reduced |
| Readystate Asset Management LP | 12,796 | $497.1K | 0.02% | +12,796 | New |
| X-Square Capital, LLC | 12,934 | $502.0K | 0.23% | −55−0.4% | Reduced |
| Chilton Investment Co LLC | 12,950 | $503.1K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 12,971 | $503.9K | 0.06% | −13,540−51.1% | Reduced |
| Avalon Trust Co | 13,000 | $505.1K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 13,011 | $505.5K | 0.11% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 13,077 | $508.0K | 0.12% | +632+5.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $509.8K | 0.16% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 13,124 | $509.9K | 0.26% | −1,712−11.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,139 | $510.4K | 0.12% | −245−1.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 13,241 | $514.4K | 0.02% | +2,421+22.4% | Added |
| Keel Point, LLC | 12,362 | $515.4K | 0.05% | +287+2.4% | Added |
| Crawford Investment Counsel Inc | 13,267 | $515.4K | 0.01% | +1,489+12.6% | Added |
| CNB Bank | 13,308 | $517.0K | 0.25% | −15,792−54.3% | Reduced |
| Transatlantique Private Wealth LLC | 13,279 | $518.3K | 0.21% | −1,323−9.1% | Reduced |
| Chemung Canal Trust Co | 13,404 | $520.7K | 0.10% | +81+0.6% | Added |
| Archer Investment Corp | 13,409 | $521.0K | 0.15% | +1,831+15.8% | Added |
| NBT Bank N A | 13,414 | $521.1K | 0.04% | +1,801+15.5% | Added |
| Naples Global Advisors, LLC | 13,460 | $522.9K | 0.05% | −30.0% | Reduced |
| Marcum Wealth, LLC | 13,480 | $523.7K | 0.05% | −35−0.3% | Reduced |
| Penserra Capital Management LLC | 13,518 | $525.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13,520 | $525.3K | 0.21% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,622 | $529.2K | 0.10% | +13,622 | New |
| Partners in Financial Planning | 13,641 | $530.0K | 0.12% | +30+0.2% | Added |
| Cobblestone Capital Advisors LLC | 13,706 | $532.5K | 0.03% | +222+1.6% | Added |
| MainStreet Investment Advisors LLC | 13,765 | $534.8K | 0.07% | −67,494−83.1% | Reduced |
| Eqis Capital Management, Inc. | 13,770 | $535.0K | 0.04% | +591+4.5% | Added |
| Guardian Wealth Advisors, LLC | 13,798 | $536.1K | 0.06% | −31,583−69.6% | Reduced |
| Proequities, Inc. | 13,816 | $536.8K | 0.03% | +528+4.0% | Added |
| Premier Path Wealth Partners, LLC | 13,869 | $538.8K | 0.09% | +2,038+17.2% | Added |
| Hilltop National Bank | 13,942 | $541.6K | 0.17% | +60.0% | Added |
| Cigna Investments Inc | 13,955 | $542.0K | 0.10% | −112−0.8% | Reduced |
| Prosperity Wealth Management, Inc. | 14,024 | $544.8K | 0.27% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,081 | $547.0K | 0.02% | −346−2.4% | Reduced |
| Live Oak Private Wealth LLC | 14,104 | $547.9K | 0.09% | +2,745+24.2% | Added |
| Summit Trail Advisors, LLC | 14,148 | $549.7K | 0.01% | +4,037+39.9% | Added |
| Vaughan David Investments LLC | 14,210 | $552.0K | 0.01% | −1,642−10.4% | Reduced |
| Evergreen Capital Management LLC | 14,228 | $552.8K | 0.02% | +1,063+8.1% | Added |
| Insigneo Advisory Services, LLC | 13,461 | $554.3K | 0.06% | −912−6.3% | Reduced |
| Fiduciary Group LLC | 14,329 | $556.7K | 0.06% | −711−4.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 14,339 | $557.1K | 0.08% | +275+2.0% | Added |
| Hamilton Capital Partners Inc. | 14,400 | $559.4K | 0.06% | +1,800+14.3% | Added |