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 |
|---|---|---|---|---|---|
| HF Advisory Group, LLC | 19,489 | $757.1K | 0.39% | +8,934+84.6% | Added |
| Impact Partnership Wealth, LLC | 19,572 | $760.4K | 0.20% | +2,175+12.5% | Added |
| Lebenthal Global Advisors, LLC | 19,744 | $767.1K | 0.17% | −18−0.1% | Reduced |
| Fee-Only Financial Planning, L.C. | 19,882 | $772.4K | 0.52% | −132−0.7% | Reduced |
| Trust Investment Advisors | 19,903 | $773.2K | 0.49% | +872+4.6% | Added |
| Siemens Fonds Invest GmbH | 19,906 | $773.3K | 0.06% | +432+2.2% | Added |
| Leavell Investment Management, Inc. | 19,917 | $774.0K | 0.04% | −2,289−10.3% | Reduced |
| Midland Wealth Advisors LLC | 20,083 | $780.2K | 0.05% | −1,971−8.9% | Reduced |
| LVW Advisors, LLC | 20,173 | $783.7K | 0.12% | −1,489−6.9% | Reduced |
| Cornerstone Advisory, LLC | 20,354 | $790.8K | 0.11% | +708+3.6% | Added |
| McKinley Carter Wealth Services, Inc. | 20,416 | $793.2K | 0.05% | −2,322−10.2% | Reduced |
| Aptus Capital Advisors, LLC | 20,533 | $797.7K | 0.02% | −29,996−59.4% | Reduced |
| Engineers Gate Manager LP | 20,550 | $798.4K | 0.02% | −76,457−78.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 20,576 | $799.4K | 0.07% | +8,626+72.2% | Added |
| Cornerstone Advisors, LLC | 20,600 | $800.3K | 0.03% | −30,500−59.7% | Reduced |
| Valeo Financial Advisors, LLC | 20,665 | $802.9K | 0.03% | −2,078−9.1% | Reduced |
| Cravens & Co Advisors, LLC | 20,706 | $804.4K | 0.60% | +10.0% | Added |
| First Horizon Advisors, Inc. | 20,760 | $806.6K | 0.02% | +595+3.0% | Added |
| Fort Sheridan Advisors LLC | 20,799 | $808.0K | 0.13% | −1,483−6.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,810 | $808.5K | 0.01% | −4,488−17.7% | Reduced |
| Park Circle Co | 20,930 | $813.1K | 0.80% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 21,099 | $819.7K | 0.08% | −172−0.8% | Reduced |
| Beacon Pointe Advisors, LLC | 21,223 | $824.5K | 0.01% | −19,142−47.4% | Reduced |
| Carson Advisory Inc. | 21,278 | $826.6K | 0.58% | −700−3.2% | Reduced |
| Meridian Wealth Management, LLC | 21,453 | $833.4K | 0.10% | +21,453 | New |
| Staley Capital Advisers Inc | 21,500 | $835.3K | 0.04% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 42,350 | $840.6K | 0.08% | +42,350 | New |
| Legacy Capital Wealth Partners, LLC | 21,666 | $841.7K | 0.21% | +21,666 | New |
| Capital Management Associates | 21,674 | $842.0K | 1.00% | −293−1.3% | Reduced |
| Capital Asset Advisory Services LLC | 21,740 | $845.9K | 0.05% | +57+0.3% | Added |
| Vontobel Holding Ltd. | 21,891 | $850.5K | 0.00% | −1,030−4.5% | Reduced |
| Hennessy Advisors Inc | 22,000 | $854.7K | 0.03% | +7,000+46.7% | Added |
| RFG Advisory, LLC | 22,008 | $855.0K | 0.03% | −5,610−20.3% | Reduced |
| Marino, Stram & Associates LLC | 22,084 | $858.0K | 0.21% | −20−0.1% | Reduced |
| Plimoth Trust Co LLC | 22,202 | $862.5K | 0.23% | −746−3.3% | Reduced |
| Certified Advisory Corp | 22,255 | $864.6K | 0.11% | +72+0.3% | Added |
| Monument Capital Management | 22,304 | $866.5K | 0.25% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 22,405 | $870.4K | 0.41% | +490+2.2% | Added |
| Northwest Bank & Trust Co | 22,430 | $871.1K | 0.73% | +1,369+6.5% | Added |
| Bank & Trust Co | 22,429 | $871.4K | 0.74% | +22,429 | New |
| South State Corp. | 22,457 | $872.5K | 0.06% | −537−2.3% | Reduced |
| Financial Security Advisor, Inc. | 22,539 | $875.6K | 0.29% | −12,744−36.1% | Reduced |
| Gratus Wealth Advisors, LLC | 20,730 | $879.2K | 0.15% | −8,643−29.4% | Reduced |
| Salomon & Ludwin, LLC | 22,652 | $880.0K | 0.10% | −8,211−26.6% | Reduced |
| DoubleLine ETF Adviser LP | 22,760 | $884.2K | 0.23% | −1,011−4.3% | Reduced |
| Spire Wealth Management | 22,770 | $884.6K | 0.03% | −13,937−38.0% | Reduced |
| Profund Advisors LLC | 22,771 | $884.7K | 0.03% | −1,044−4.4% | Reduced |
| Wetherby Asset Management Inc | 22,775 | $884.8K | 0.04% | −627−2.7% | Reduced |
| KG&L Capital Management,LLC | 22,929 | $890.8K | 0.31% | −1,990−8.0% | Reduced |
| Widmann Financial Services, Inc. | 23,183 | $900.7K | 0.73% | −220−0.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 23,217 | $902.0K | 0.09% | −1,569−6.3% | Reduced |
| Snowden Capital Advisors LLC | 23,249 | $903.2K | 0.03% | +287+1.2% | Added |
| Intrua Financial, LLC | 23,266 | $903.9K | 0.15% | −3,880−14.3% | Reduced |
| Greenwood Capital Associates LLC | 23,457 | $911.3K | 0.12% | +114+0.5% | Added |
| Vestcor Inc | 23,727 | $922.0K | 0.03% | 00.0% | Unchanged |
| First County Bank | 23,742 | $922.4K | 0.47% | −2,657−10.1% | Reduced |
| Lakeview Capital Partners, LLC | 23,718 | $924.5K | 0.15% | 00.0% | Unchanged |
| Glenview Trust Co | 23,827 | $925.7K | 0.02% | −121−0.5% | Reduced |
| BKD Wealth Advisors, LLC | 23,971 | $931.3K | 0.02% | −2,268−8.6% | Reduced |
| Integrated Wealth Concepts LLC | 24,088 | $935.8K | 0.01% | −1,410−5.5% | Reduced |
| Moody National Bank Trust Division | 24,141 | $937.9K | 0.07% | −1,111−4.4% | Reduced |
| Horizon Investments, LLC | 24,556 | $942.2K | 0.03% | +86+0.4% | Added |
| Brighton Jones LLC | 24,263 | $942.6K | 0.03% | +139+0.6% | Added |
| RFP Financial Group LLC | 24,265 | $942.7K | 0.35% | −67−0.3% | Reduced |
| Great Lakes Retirement, Inc. | 24,311 | $944.5K | 0.13% | +616+2.6% | Added |
| Trust Co of the South | 24,353 | $946.1K | 0.22% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 24,422 | $948.8K | 0.90% | −491−2.0% | Reduced |
| Ballentine Partners, LLC | 24,649 | $957.6K | 0.02% | +751+3.1% | Added |
| Bridges Investment Management Inc | 24,650 | $957.7K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 24,742 | $961.2K | 0.01% | −1,506−5.7% | Reduced |
| Symphony Financial, Ltd. Co. | 24,746 | $966.0K | 0.18% | +24,746 | New |
| Jefferies Financial Group Inc. | 25,000 | $971.3K | 0.02% | +25,000 | New |
| Tiaa Trust, National Association | 25,279 | $982.1K | 0.00% | +203+0.8% | Added |
| Gotham Asset Management, LLC | 25,300 | $982.9K | 0.01% | −5,996−19.2% | Reduced |
| Madden Securities Corp | 25,750 | $1.00M | 0.44% | 00.0% | Unchanged |
| RBF Capital, LLC | 25,900 | $1.01M | 0.06% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 22,404 | $1.01M | 0.06% | +680+3.1% | Added |
| Teacher Retirement System of Texas | 25,955 | $1.01M | 0.01% | −7,967−23.5% | Reduced |
| Groupama Asset Managment | 25,949 | $1.01M | 0.02% | +15,327+144.3% | Added |
| Abundance Wealth Counselors | 25,995 | $1.01M | 0.46% | +25,995 | New |
| Impax Asset Management Group plc | 26,000 | $1.01M | 0.00% | +9,000+52.9% | Added |
| La Banque Postale Asset Management SA | 26,163 | $1.02M | 0.04% | +54+0.2% | Added |
| EPG Wealth Management LLC | 0 | $1.02M | 0.24% | −26,374−100.0% | Reduced |
| United Bank | 26,377 | $1.02M | 0.13% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 26,570 | $1.03M | 0.07% | +7,778+41.4% | Added |
| Boston Private Wealth LLC | 26,580 | $1.03M | 0.03% | −799−2.9% | Reduced |
| WealthShield Partners, LLC | 26,740 | $1.04M | 0.16% | −3,911−12.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 26,781 | $1.04M | 0.16% | +39+0.1% | Added |
| Smith Chas P & Associates Pa Cpas | 26,915 | $1.05M | 0.06% | +90.0% | Added |
| Gunn & Co Investment Management, Inc. | 26,915 | $1.05M | 0.06% | +26,915 | New |
| Patton Albertson Miller Group, LLC | 26,996 | $1.05M | 0.15% | −2,333−8.0% | Reduced |
| PBMares Wealth Management LLC | 27,033 | $1.05M | 0.26% | +700+2.7% | Added |
| Lowe Brockenbrough & Co Inc | 27,058 | $1.05M | 0.07% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 27,364 | $1.06M | 0.22% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 27,369 | $1.06M | 0.42% | +3,162+13.1% | Added |
| William B. Walkup & Associates, Inc. | 27,429 | $1.07M | 0.70% | +27,429 | New |
| D.A. Davidson & Co. | 27,646 | $1.07M | 0.01% | −2,221−7.4% | Reduced |
| Old North State Trust, LLC | 27,727 | $1.08M | 0.93% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 27,867 | $1.08M | 0.32% | −29−0.1% | Reduced |
| Ally Financial Inc. | 28,000 | $1.09M | 0.13% | 00.0% | Unchanged |