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 |
|---|---|---|---|---|---|
| Waterloo Capital, L.P. | 14,412 | $559.9K | 0.07% | +1,225+9.3% | Added |
| Intech Investment Management LLC | 14,415 | $560.0K | 0.01% | +5,585+63.3% | Added |
| Smith & Howard Wealth Management, LLC | 14,486 | $562.8K | 0.17% | +14,486 | New |
| Beese Fulmer Investment Management, Inc. | 14,534 | $564.6K | 0.05% | −95,839−86.8% | Reduced |
| Evercore Wealth Management, LLC | 14,548 | $565.2K | 0.01% | +300+2.1% | Added |
| Montag & Caldwell, LLC | 14,562 | $565.7K | 0.11% | 00.0% | Unchanged |
| Community Trust & Investment Co | 14,671 | $570.0K | 0.04% | +496+3.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,721 | $571.9K | 0.33% | −56−0.4% | Reduced |
| Aull & Monroe Investment Management Corp | 14,843 | $576.7K | 0.28% | −200−1.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 14,905 | $579.1K | 0.05% | −12,391−45.4% | Reduced |
| PFG Investments, LLC | 14,958 | $581.1K | 0.04% | +174+1.2% | Added |
| iA Global Asset Management Inc. | 15,052 | $585.0K | 0.01% | +15,052 | New |
| Outfitter Financial LLC | 15,077 | $585.7K | 0.49% | −2,560−14.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 15,104 | $586.8K | 0.04% | +15,104 | New |
| Beacon Investment Advisors LLC | 15,125 | $587.6K | 0.30% | +6,071+67.1% | Added |
| Aspire Private Capital, LLC | 15,232 | $591.8K | 0.15% | +1,629+12.0% | Added |
| Wealth Quarterback LLC | 15,238 | $592.0K | 0.34% | −2,595−14.6% | Reduced |
| Versor Investments LP | 15,300 | $594.4K | 0.11% | +900+6.3% | Added |
| Delta Accumulation, LLC | 15,330 | $595.6K | 3.33% | +60.0% | Added |
| City Holding Co | 15,427 | $599.2K | 0.09% | −4,355−22.0% | Reduced |
| Smartleaf Asset Management LLC | 15,843 | $599.5K | 0.10% | +3,281+26.1% | Added |
| Thompson Investment Management, Inc. | 15,437 | $599.7K | 0.09% | −39−0.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 15,500 | $602.2K | 0.09% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 15,500 | $602.2K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 15,521 | $603.0K | 0.06% | −2,166−12.2% | Reduced |
| Westwood Holdings Group Inc. | 15,547 | $604.0K | 0.00% | +10.0% | Added |
| Strategic Advisors LLC | 15,600 | $606.1K | 0.12% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 15,634 | $607.4K | 0.20% | −150−1.0% | Reduced |
| PGGM Investments | 15,679 | $609.0K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 15,693 | $609.7K | 0.04% | +874+5.9% | Added |
| Trust Asset Management LLC | 15,787 | $613.3K | 0.05% | 00.0% | Unchanged |
| FLC Capital Advisors | 15,849 | $615.7K | 0.15% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15,893 | $617.4K | 0.05% | −527−3.2% | Reduced |
| Sumitomo Life Insurance Co | 15,955 | $619.9K | 0.01% | −1,857−10.4% | Reduced |
| Register Financial Advisors LLC | 16,008 | $621.9K | 0.31% | −1,036−6.1% | Reduced |
| Reuter James Wealth Management, LLC | 16,097 | $625.4K | 0.46% | −615−3.7% | Reduced |
| Stratos Wealth Advisors, LLC | 16,143 | $627.2K | 0.03% | +218+1.4% | Added |
| Dudley Capital Management, LLC | 16,328 | $634.3K | 0.36% | −154−0.9% | Reduced |
| HM Payson & Co | 16,345 | $635.0K | 0.01% | +433+2.7% | Added |
| Mayfair Advisory Group, LLC | 15,792 | $639.7K | 0.43% | −650−4.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 16,483 | $640.4K | 0.02% | +9,577+138.7% | Added |
| Busey Wealth Management | 16,489 | $640.6K | 0.02% | −500−2.9% | Reduced |
| Franklin Street Advisors Inc | 16,489 | $641.0K | 0.05% | +518+3.2% | Added |
| Northwest & Ethical Investments L.P. | 16,500 | $641.0K | 0.02% | −7,225−30.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,575 | $643.9K | 0.05% | +180+1.1% | Added |
| Buckingham Strategic Partners | 16,587 | $644.4K | 0.02% | −4,714−22.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,590 | $644.5K | 0.05% | −278−1.6% | Reduced |
| Resources Management Corp | 16,600 | $645.0K | 0.09% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 16,627 | $646.0K | 0.58% | +55+0.3% | Added |
| Woodard & Co Asset Management Group Inc | 16,788 | $652.2K | 0.16% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 17,247 | $652.6K | 0.01% | −1,041−5.7% | Reduced |
| Rossmore Private Capital | 16,817 | $653.3K | 0.09% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16,915 | $657.1K | 0.10% | −1,075−6.0% | Reduced |
| Gabelli Funds LLC | 17,000 | $660.5K | 0.01% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 17,043 | $662.1K | 0.02% | +243+1.4% | Added |
| GTS Securities LLC | 17,127 | $665.4K | 0.01% | +17,127 | New |
| AlTi Global, Inc. | 17,203 | $668.3K | 0.02% | −2,640−13.3% | Reduced |
| Eastover Investment Advisors LLC | 16,920 | $669.4K | 0.32% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 15,946 | $670.2K | 0.05% | +1,120+7.6% | Added |
| Canal Capital Management, LLC | 17,272 | $671.0K | 0.11% | +52+0.3% | Added |
| Tower Bridge Advisors | 17,290 | $671.7K | 0.07% | −76,104−81.5% | Reduced |
| Leisure Capital Management | 17,346 | $673.9K | 0.31% | −190−1.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 17,364 | $674.6K | 0.19% | −7,022−28.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 17,416 | $676.6K | 0.05% | −689−3.8% | Reduced |
| Ignite Planners, LLC | 17,786 | $679.8K | 0.17% | −797−4.3% | Reduced |
| Bayview Asset Management, LLC | 17,500 | $679.9K | 0.40% | −6,500−27.1% | Reduced |
| Cunning Capital Partners, LP | 17,500 | $680.0K | 0.39% | 00.0% | Unchanged |
| MAI Capital Management | 17,537 | $681.3K | 0.01% | +542+3.2% | Added |
| Brady Family Wealth, LLC | 17,657 | $686.0K | 0.22% | +3,298+23.0% | Added |
| Moneta Group Investment Advisors LLC | 17,771 | $690.4K | 0.01% | −2,436−12.1% | Reduced |
| Menard Financial Group LLC | 17,823 | $692.4K | 0.49% | +9,663+118.4% | Added |
| Whittier Trust Co | 17,848 | $693.2K | 0.01% | −5,523−23.6% | Reduced |
| Financial Management Network Inc | 18,207 | $695.9K | 0.17% | +18,207 | New |
| Douglass Winthrop Advisors, LLC | 17,916 | $696.0K | 0.01% | +391+2.2% | Added |
| David Loasby | 17,813 | $699.3K | 0.07% | +4,260+31.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 18,055 | $701.4K | 0.27% | +18,055 | New |
| Brown Brothers Harriman & Co | 18,083 | $702.5K | 0.01% | −423−2.3% | Reduced |
| Sheets Smith Wealth Management | 18,089 | $702.8K | 0.08% | −68−0.4% | Reduced |
| Hilltop Holdings Inc. | 18,261 | $709.4K | 0.08% | −2,516−12.1% | Reduced |
| Maven Securities LTD | 18,363 | $713.4K | 0.11% | +18,363 | New |
| Hennion & Walsh Asset Management, Inc. | 18,371 | $713.7K | 0.04% | +5,021+37.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 18,435 | $716.2K | 0.16% | −570−3.0% | Reduced |
| Provident Investment Management, Inc. | 18,530 | $719.9K | 0.07% | +3,810+25.9% | Added |
| Coldstream Capital Management Inc | 18,593 | $722.3K | 0.02% | +274+1.5% | Added |
| CSS LLC | 18,618 | $723.3K | 0.05% | 00.0% | Unchanged |
| TCW Group Inc | 18,665 | $725.1K | 0.01% | +719+4.0% | Added |
| GAMMA Investing LLC | 18,736 | $727.9K | 0.10% | +10,403+124.8% | Added |
| RMR Wealth Builders | 18,841 | $732.0K | 0.08% | 00.0% | Unchanged |
| American Trust | 18,904 | $734.4K | 0.06% | 00.0% | Unchanged |
| Invst, LLC | 18,730 | $735.2K | 0.08% | −874−4.5% | Reduced |
| Todd Asset Management LLC | 18,927 | $735.3K | 0.02% | +67+0.4% | Added |
| Financial Advocates Investment Management | 18,980 | $737.4K | 0.05% | −727−3.7% | Reduced |
| Farmers & Merchants Investments Inc | 19,021 | $739.0K | 0.02% | −1,009−5.0% | Reduced |
| Umb Bank N A | 19,035 | $739.5K | 0.01% | −338−1.7% | Reduced |
| Elevated Capital Advisors, LLC | 19,205 | $746.1K | 0.21% | +19,205 | New |
| Icon Wealth Advisors, LLC | 16,696 | $746.2K | 0.07% | −165−1.0% | Reduced |
| Pitcairn Co | 19,255 | $748.1K | 0.05% | +694+3.7% | Added |
| Trust Co of Virginia | 19,358 | $752.1K | 0.07% | +200+1.0% | Added |
| Nomura Holdings Inc | 19,358 | $752.1K | 0.00% | +8,710+81.8% | Added |
| Sigma Planning Corp | 19,361 | $752.2K | 0.02% | +3,885+25.1% | Added |