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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 28,294 | $1.10M | 0.08% | +28,241+53,284.9% | Added |
| Landscape Capital Management, L.L.C. | 28,362 | $1.10M | 0.09% | +28,362 | New |
| Voya Financial Advisors, Inc. | 29,206 | $1.11M | 0.12% | +320+1.1% | Added |
| Acadian Asset Management LLC | 28,636 | $1.11M | 0.00% | +28,636 | New |
| Bank Ozk | 29,152 | $1.13M | 0.49% | −1,632−5.3% | Reduced |
| V-Square Quantitative Management LLC | 29,154 | $1.13M | 0.18% | +1,107+3.9% | Added |
| Merit Financial Group, LLC | 29,255 | $1.14M | 0.03% | +5,199+21.6% | Added |
| Burke & Herbert Bank & Trust Co | 29,379 | $1.14M | 0.28% | +23,812+427.7% | Added |
| Brooks, Moore & Associates, Inc. | 30,138 | $1.17M | 0.75% | −5,663−15.8% | Reduced |
| Welch & Forbes LLC | 30,153 | $1.17M | 0.02% | −9,534−24.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 30,212 | $1.17M | 0.10% | +394+1.3% | Added |
| BCS Wealth Management | 30,425 | $1.18M | 0.58% | −129−0.4% | Reduced |
| Taylor Financial Group, Inc. | 30,508 | $1.19M | 0.91% | −94−0.3% | Reduced |
| Foundations Investment Advisors, LLC | 30,546 | $1.19M | 0.03% | −280−0.9% | Reduced |
| Blair William & Co | 30,609 | $1.19M | 0.00% | −4,448−12.7% | Reduced |
| Octavia Wealth Advisors, LLC | 31,483 | $1.22M | 0.17% | +10,419+49.5% | Added |
| Nicolet Bankshares Inc | 31,539 | $1.23M | 0.30% | −295−0.9% | Reduced |
| Quadcap Wealth Management, LLC | 31,682 | $1.23M | 0.22% | −2,429−7.1% | Reduced |
| Applied Capital LLC | 31,884 | $1.24M | 1.08% | +1,180+3.8% | Added |
| Walleye Capital LLC | 32,273 | $1.25M | 0.01% | −80,369−71.3% | Reduced |
| Davis Investment Partners, LLC | 31,008 | $1.26M | 0.52% | −500−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 32,334 | $1.26M | 0.02% | +3,829+13.4% | Added |
| Tokio Marine Asset Management Co Ltd | 32,353 | $1.26M | 0.06% | +570+1.8% | Added |
| New England Research & Management, Inc. | 33,024 | $1.28M | 0.62% | −1,026−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 33,445 | $1.30M | 0.06% | −3,048−8.4% | Reduced |
| MCF Advisors LLC | 33,589 | $1.30M | 0.10% | −146−0.4% | Reduced |
| Independence Bank of Kentucky | 33,698 | $1.31M | 0.35% | −44−0.1% | Reduced |
| Jacobi Capital Management LLC | 33,914 | $1.32M | 0.11% | +2,076+6.5% | Added |
| Canandaigua National Bank & Trust Co | 34,231 | $1.33M | 0.14% | −1,678−4.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 34,525 | $1.34M | 0.24% | −1,086−3.0% | Reduced |
| Trust Co of Vermont | 34,574 | $1.34M | 0.07% | −3,988−10.3% | Reduced |
| Simplicity Wealth,LLC | 34,678 | $1.35M | 0.03% | +980+2.9% | Added |
| Bleakley Financial Group, LLC | 34,727 | $1.35M | 0.04% | +825+2.4% | Added |
| Silvercrest Asset Management Group LLC | 35,006 | $1.36M | 0.01% | +150+0.4% | Added |
| Eagle Bluffs Wealth Management LLC | 35,043 | $1.36M | 0.79% | +35,043 | New |
| BHK Investment Advisors, LLC | 35,347 | $1.37M | 0.54% | −7,502−17.5% | Reduced |
| Arcus Capital Partners, LLC | 35,526 | $1.38M | 0.53% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35,799 | $1.39M | 0.59% | −2,229−5.9% | Reduced |
| Sequoia Financial Advisors, LLC | 36,015 | $1.40M | 0.02% | +1,421+4.1% | Added |
| Park Avenue Securities LLC | 36,136 | $1.40M | 0.02% | +1,181+3.4% | Added |
| Berkeley Capital Partners, LLC | 36,179 | $1.41M | 0.42% | +1,659+4.8% | Added |
| Neville Rodie & Shaw Inc | 36,373 | $1.41M | 0.11% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 36,511 | $1.42M | 0.95% | 00.0% | Unchanged |
| ING Groep NV | 36,613 | $1.42M | 0.01% | −2,666−6.8% | Reduced |
| Lido Advisors, LLC | 36,746 | $1.43M | 0.01% | +10,890+42.1% | Added |
| Bayesian Capital Management, LP | 36,828 | $1.43M | 0.16% | −61,200−62.4% | Reduced |
| Paradigm Asset Management Co LLC | 36,883 | $1.43M | 0.40% | +35,800+3,305.6% | Added |
| St. Johns Investment Management Company, LLC | 36,999 | $1.44M | 0.68% | +661+1.8% | Added |
| Sompo Asset Management Co., Ltd. | 37,170 | $1.44M | 0.24% | −5,130−12.1% | Reduced |
| Physicians Financial Services, Inc. | 37,435 | $1.45M | 0.47% | +608+1.7% | Added |
| United Services Automobile Association | 37,523 | $1.46M | 0.04% | −2,794−6.9% | Reduced |
| CWM, LLC | 37,765 | $1.47M | 0.01% | −3,529−8.5% | Reduced |
| Ronald Blue Trust, Inc. | 37,713 | $1.47M | 0.02% | +1,452+4.0% | Added |
| Wealth Alliance | 37,842 | $1.47M | 0.19% | +1,334+3.7% | Added |
| Mutual Advisors, LLC | 33,110 | $1.47M | 0.04% | +979+3.0% | Added |
| Patten Group, Inc. | 37,947 | $1.47M | 0.35% | −1,939−4.9% | Reduced |
| Atria Wealth Solutions, Inc. | 38,394 | $1.49M | 0.02% | −1,730−4.3% | Reduced |
| Financial Partners Group, LLC | 38,553 | $1.50M | 0.58% | +960+2.6% | Added |
| We Are One Seven, LLC | 38,679 | $1.50M | 0.07% | +5,015+14.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 38,755 | $1.51M | 0.39% | +2,237+6.1% | Added |
| Oak Harbor Wealth Partners, LLC | 38,877 | $1.51M | 0.47% | +160.0% | Added |
| Ostrum Asset Management | 38,952 | $1.51M | 0.13% | −2,353−5.7% | Reduced |
| CAPROCK Group, Inc. | 39,069 | $1.52M | 0.06% | +7,186+22.5% | Added |
| Ieq Capital, LLC | 39,125 | $1.52M | 0.02% | +5,817+17.5% | Added |
| RKL Wealth Management LLC | 39,131 | $1.52M | 0.15% | +1,119+2.9% | Added |
| Norris Financial Group, LLC | 39,150 | $1.52M | 0.79% | −1,088−2.7% | Reduced |
| River Wealth Advisors LLC | 39,328 | $1.53M | 0.22% | −9,415−19.3% | Reduced |
| Twin City Private Wealth, LLC | 39,470 | $1.53M | 1.45% | +2,424+6.5% | Added |
| Icon Advisers Inc | 39,100 | $1.53M | 0.35% | 00.0% | Unchanged |
| IFG Advisory, LLC | 39,698 | $1.54M | 0.10% | +2,308+6.2% | Added |
| Bahl & Gaynor Inc | 39,725 | $1.54M | 0.01% | −1,715−4.1% | Reduced |
| Capital Investment Advisors, LLC | 39,828 | $1.55M | 0.03% | +153+0.4% | Added |
| Glass Wealth Management Co LLC | 39,870 | $1.55M | 0.91% | +15,275+62.1% | Added |
| Fiduciary Family Office, LLC | 39,878 | $1.55M | 0.61% | +411+1.0% | Added |
| Heritage Trust Co | 39,912 | $1.55M | 0.20% | +2,748+7.4% | Added |
| NBC Securities, Inc. | 40,197 | $1.56M | 0.14% | −1,181−2.9% | Reduced |
| Assetmark, Inc | 40,191 | $1.56M | 0.00% | +1,547+4.0% | Added |
| Citizens & Northern Corp | 40,606 | $1.58M | 0.49% | −1,407−3.3% | Reduced |
| Argent Advisors, Inc. | 40,729 | $1.58M | 0.63% | −2,657−6.1% | Reduced |
| FinTrust Capital Advisors, LLC | 40,732 | $1.58M | 0.30% | −11,354−21.8% | Reduced |
| Kinneret Advisory, LLC | 40,807 | $1.59M | 0.15% | +3,518+9.4% | Added |
| GHP Investment Advisors, Inc. | 41,106 | $1.60M | 0.08% | −952−2.3% | Reduced |
| Ballast, Inc. | 41,641 | $1.62M | 0.50% | +840+2.1% | Added |
| Heritage Wealth Advisors | 41,830 | $1.63M | 0.07% | −955−2.2% | Reduced |
| Arvest Investments, Inc. | 42,176 | $1.64M | 0.26% | −1,974−4.5% | Reduced |
| United Capital Financial Advisers, LLC | 42,453 | $1.65M | 0.01% | −50,199−54.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,583 | $1.65M | 0.04% | +261+0.6% | Added |
| Marotta Asset Management | 42,248 | $1.66M | 0.34% | +230+0.5% | Added |
| Gratus Capital LLC | 42,766 | $1.66M | 0.07% | +348+0.8% | Added |
| J. Safra Sarasin Holding AG | 42,850 | $1.66M | 0.03% | +42,850 | New |
| Colony Group, LLC | 42,990 | $1.67M | 0.01% | +31,245+266.0% | Added |
| Apollon Wealth Management, LLC | 43,021 | $1.67M | 0.05% | −2,438−5.4% | Reduced |
| First American Bank | 43,136 | $1.68M | 0.13% | +463+1.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 43,159 | $1.68M | 0.11% | −856−1.9% | Reduced |
| International Assets Investment Management, LLC | 43,191 | $1.68M | 0.16% | −2,505−5.5% | Reduced |
| Investors Research Corp | 43,479 | $1.69M | 0.39% | 00.0% | Unchanged |
| Tradewinds, LLC. | 44,291 | $1.72M | 0.53% | +32,688+281.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 44,317 | $1.72M | 0.07% | +2,131+5.1% | Added |
| Bray Capital Advisors | 44,674 | $1.74M | 0.44% | +1,375+3.2% | Added |
| Quadrature Capital Ltd | 44,798 | $1.74M | 0.03% | +44,798 | New |