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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 11,363 | $441.5K | 0.03% | +527+4.9% | Added |
| Roman Butler Fullerton & Co | 11,226 | $440.7K | 0.14% | +416+3.8% | Added |
| Tandem Investment Advisors, Inc. | 11,334 | $440.0K | 0.02% | −820−6.7% | Reduced |
| First City Capital Management, Inc. | 11,309 | $439.4K | 0.25% | +4,677+70.5% | Added |
| Seven Eight Capital, LP | 11,172 | $434.0K | 0.05% | +11,172 | New |
| Banque Cantonale Vaudoise | 11,192 | $434.0K | 0.02% | +11,192 | New |
| Silver Oak Securities, Inc | 11,140 | $432.8K | 0.06% | +2,301+26.0% | Added |
| GW Henssler & Associates Ltd | 11,138 | $432.7K | 0.03% | +1,314+13.4% | Added |
| Cassaday & Co Wealth Management LLC | 10,913 | $424.0K | 0.01% | −33−0.3% | Reduced |
| Legacy Capital Group California, Inc. | 10,904 | $423.6K | 0.15% | +107+1.0% | Added |
| Alliance Wealth Advisors, LLC | 10,880 | $422.7K | 0.27% | −527−4.6% | Reduced |
| Perpetual Ltd | 10,851 | $421.6K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 10,820 | $420.3K | 0.19% | −1,364−11.2% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,728 | $416.8K | 0.25% | −114−1.1% | Reduced |
| Tocqueville Asset Management L.P. | 10,697 | $415.6K | 0.01% | −180−1.7% | Reduced |
| IFP Advisors, Inc | 10,643 | $413.4K | 0.02% | −1,786−14.4% | Reduced |
| Wilkins Investment Counsel Inc | 10,620 | $412.6K | 0.06% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,616 | $412.4K | 0.03% | +372+3.6% | Added |
| Verum Partners LLC | 10,573 | $410.7K | 0.13% | +261+2.5% | Added |
| Concord Asset Management, LLC | 10,537 | $409.4K | 0.10% | −685−6.1% | Reduced |
| Clarius Group, LLC | 10,527 | $409.0K | 0.03% | −727−6.5% | Reduced |
| 1776 Wealth LLC | 10,500 | $407.9K | 0.18% | −650−5.8% | Reduced |
| Convergence Financial, LLC | 10,486 | $407.4K | 0.11% | +10,486 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10,471 | $406.8K | 0.12% | +5,788+123.6% | Added |
| Centennial Wealth Advisory LLC | 10,433 | $405.4K | 0.18% | +1,409+15.6% | Added |
| Chiron Capital Management, LLC | 10,407 | $404.3K | 0.39% | −198−1.9% | Reduced |
| Keudell/Morrison Wealth Management | 10,387 | $403.5K | 0.12% | −140−1.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,378 | $403.2K | 0.01% | −598−5.4% | Reduced |
| Successful Portfolios LLC | 10,341 | $401.8K | 0.28% | +7+0.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,316 | $400.8K | 0.05% | −4,100−28.4% | Reduced |
| Forum Financial Management, LP | 10,306 | $400.4K | 0.01% | +8+0.1% | Added |
| Taylor Hoffman Wealth Management | 10,188 | $399.9K | 0.16% | 00.0% | Unchanged |
| BSW Wealth Partners | 10,221 | $397.1K | 0.07% | −753−6.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,129 | $393.5K | 0.01% | +260+2.6% | Added |
| Headinvest, LLC | 10,123 | $393.3K | 0.08% | −840−7.7% | Reduced |
| Rakuten Securities, Inc. | 10,121 | $393.2K | 0.17% | +190+1.9% | Added |
| Cypress Capital Group | 10,067 | $391.1K | 0.05% | −120−1.2% | Reduced |
| American Assets Inc | 10,000 | $388.5K | 0.14% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 9,994 | $388.2K | 0.01% | +67+0.7% | Added |
| Newman Dignan & Sheerar, Inc. | 9,969 | $387.3K | 0.10% | +65+0.7% | Added |
| Bridgefront Capital, LLC | 9,956 | $386.8K | 0.16% | +9,956 | New |
| Smith, Salley & Associates | 9,953 | $386.7K | 0.03% | −6,001−37.6% | Reduced |
| WealthTrust Axiom LLC | 9,944 | $386.3K | 0.13% | 00.0% | Unchanged |
| 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 |
| Valmark Advisers, Inc. | 9,902 | $384.7K | 0.01% | +157+1.6% | Added |
| Valley National Advisers Inc | 9,908 | $384.0K | 0.06% | −469−4.5% | Reduced |
| Parallel Advisors, LLC | 9,843 | $382.4K | 0.01% | +473+5.0% | Added |
| Wedmont Private Capital | 9,417 | $381.5K | 0.02% | +2,844+43.3% | Added |
| Southeast Asset Advisors Inc. | 9,765 | $379.4K | 0.05% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 9,665 | $375.5K | 0.18% | −425−4.2% | Reduced |
| Waldron Private Wealth LLC | 9,649 | $374.9K | 0.02% | +4,138+75.1% | Added |
| Sage Mountain Advisors LLC | 9,646 | $374.8K | 0.03% | +1,547+19.1% | Added |
| Venturi Wealth Management, LLC | 9,630 | $374.1K | 0.02% | +488+5.3% | Added |
| Farther Finance Advisors, LLC | 9,488 | $372.4K | 0.02% | +5,912+165.3% | Added |
| NFP Retirement, Inc. | 9,581 | $372.2K | 0.03% | +11+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 9,580 | $372.0K | 0.09% | +2,842+42.2% | Added |
| Heartwood Wealth Advisors LLC | 9,531 | $370.3K | 0.04% | +2,747+40.5% | Added |
| Simmons Bank | 9,408 | $365.5K | 0.03% | +1,400+17.5% | Added |
| Shepherd Financial Partners LLC | 9,393 | $364.9K | 0.05% | +253+2.8% | Added |
| Quadrant Capital Group LLC | 9,376 | $364.3K | 0.03% | +2,923+45.3% | Added |
| IHT Wealth Management, LLC | 9,368 | $364.0K | 0.01% | −353−3.6% | Reduced |
| Financial Management Professionals, Inc. | 9,338 | $363.0K | 0.05% | +800+9.4% | Added |
| Fortress Wealth Group, LLC | 8,212 | $362.6K | 0.18% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 9,313 | $361.8K | 0.13% | −761−7.6% | Reduced |
| Rede Wealth, LLC | 9,305 | $361.5K | 0.33% | −262−2.7% | Reduced |
| MTM Investment Management, LLC | 9,200 | $357.4K | 0.15% | +18+0.2% | Added |
| Summit Asset Management, LLC | 9,177 | $356.5K | 0.07% | +17+0.2% | Added |
| M Holdings Securities, Inc. | 9,155 | $356.0K | 0.05% | +9,155 | New |
| Parthenon LLC | 9,155 | $355.7K | 0.05% | +43+0.5% | Added |
| Everett Harris & Co | 9,133 | $354.8K | 0.00% | −165−1.8% | Reduced |
| Aspiriant, LLC | 9,118 | $354.2K | 0.01% | −1,883−17.1% | Reduced |
| Arlington Trust Co LLC | 9,077 | $352.6K | 0.08% | +4,730+108.8% | Added |
| Accurate Wealth Management, LLC | 8,535 | $352.6K | 0.08% | +2,269+36.2% | Added |
| International Private Wealth Advisors LLC | 9,050 | $351.6K | 0.59% | +578+6.8% | Added |
| Hayek Kallen Investment Management | 9,047 | $351.0K | 0.13% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 8,977 | $348.7K | 0.02% | +8,977 | New |
| EverSource Wealth Advisors, LLC | 7,802 | $348.6K | 0.02% | +869+12.5% | Added |
| Empower Advisory Group, LLC | 8,956 | $347.9K | 0.00% | +1,457+19.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,944 | $347.5K | 0.01% | +4,014+81.4% | Added |
| Perigon Wealth Management, LLC | 8,943 | $347.4K | 0.01% | −355−3.8% | Reduced |
| Fiducient Advisors LLC | 8,915 | $346.3K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,914 | $346.3K | 0.00% | +2,664+42.6% | Added |
| Secure Asset Management, LLC | 8,904 | $345.9K | 0.07% | −700−7.3% | Reduced |
| Cooper Financial Group | 8,878 | $344.9K | 0.05% | −6,332−41.6% | Reduced |
| Eagle Strategies LLC | 8,839 | $343.4K | 0.07% | +3,404+62.6% | Added |
| PEAK6 Investments LLC | 8,832 | $343.1K | 0.02% | −12,874−59.3% | Reduced |
| Foster & Motley Inc | 8,838 | $343.0K | 0.02% | +8,838 | New |
| HHM Wealth Advisors, LLC | 8,764 | $340.5K | 0.05% | +1,022+13.2% | Added |
| Beverly Hills Private Wealth, LLC | 8,714 | $338.6K | 0.07% | −959−9.9% | Reduced |
| Hill Investment Group Partners, LLC | 7,648 | $337.7K | 0.05% | +84+1.1% | Added |
| Bristlecone Advisors, LLC | 8,683 | $337.3K | 0.03% | −921−9.6% | Reduced |
| Ted Buchan & Co | 8,679 | $337.2K | 0.18% | +8,679 | New |
| Fukoku Mutual Life Insurance Co | 8,675 | $337.0K | 0.03% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 8,665 | $336.6K | 0.13% | +121+1.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,650 | $336.1K | 0.00% | +6,777+361.8% | Added |
| Searle & Co. | 8,644 | $335.8K | 0.08% | 00.0% | Unchanged |
| Capital City Trust Co | 8,624 | $335.0K | 0.09% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 8,610 | $334.5K | 0.01% | +2,136+33.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,584 | $333.5K | 0.03% | +90+1.1% | Added |