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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 8,578 | $333.3K | 0.05% | +73+0.9% | Added |
| Selective Wealth Management, Inc. | 8,545 | $332.5K | 0.15% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 8,554 | $332.3K | 0.01% | +8,554 | New |
| 3Chopt Investment Partners, LLC | 8,525 | $331.2K | 0.10% | +8,525 | New |
| BIP Wealth, LLC | 8,473 | $329.2K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,408 | $327.8K | 0.00% | +4,840+135.7% | Added |
| Institute for Wealth Management, LLC. | 8,432 | $327.6K | 0.04% | +73+0.9% | Added |
| Lake Street Advisors Group, LLC | 8,418 | $327.0K | 0.02% | +119+1.4% | Added |
| Wedbush Securities Inc | 8,414 | $327.0K | 0.01% | +353+4.4% | Added |
| Clark Capital Management Group, Inc. | 8,412 | $326.8K | 0.00% | +8,412 | New |
| Westpac Banking Corp | 8,397 | $326.2K | 0.03% | −1,248−12.9% | Reduced |
| Calton & Associates, Inc. | 8,393 | $326.1K | 0.16% | +3,250+63.2% | Added |
| Cim Investment Mangement Inc | 8,363 | $324.9K | 0.10% | −53−0.6% | Reduced |
| Ti-Trust, Inc | 8,330 | $323.6K | 0.25% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8,326 | $323.5K | 0.07% | −160−1.9% | Reduced |
| Malaga Cove Capital, LLC | 8,322 | $323.3K | 0.13% | −117−1.4% | Reduced |
| Formidable Asset Management, LLC | 8,304 | $322.6K | 0.05% | −168−2.0% | Reduced |
| Kovack Advisors, Inc. | 8,296 | $322.3K | 0.04% | −954−10.3% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $318.9K | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,203 | $318.7K | 0.02% | −400−4.6% | Reduced |
| Cypress Wealth Services, LLC | 8,197 | $318.5K | 0.07% | −253−3.0% | Reduced |
| New Hampshire Trust | 8,138 | $316.2K | 0.07% | −626−7.1% | Reduced |
| LBMC Investment Advisors, LLC | 8,098 | $314.6K | 0.03% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 8,050 | $312.7K | 0.20% | +1,700+26.8% | Added |
| CX Institutional | 8,050 | $312.7K | 0.01% | +263+3.4% | Added |
| Parkside Financial Bank & Trust | 8,045 | $312.5K | 0.05% | −429−5.1% | Reduced |
| Duncan Williams Asset Management, LLC | 8,042 | $312.4K | 0.26% | +2,200+37.7% | Added |
| Qtron Investments LLC | 8,038 | $312.3K | 0.05% | −3,116−27.9% | Reduced |
| GeoWealth Management, LLC | 8,030 | $312.0K | 0.01% | +747+10.3% | Added |
| Ferguson Wellman Capital Management, Inc | 8,011 | $311.2K | 0.01% | −5,836−42.1% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $310.8K | 0.01% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 7,972 | $310.0K | 0.15% | +2,005+33.6% | Added |
| Abacus Planning Group, Inc. | 7,969 | $309.6K | 0.06% | +53+0.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,888 | $306.5K | 0.03% | −3,593−31.3% | Reduced |
| Wagner Wealth Management, LLC | 7,860 | $305.4K | 0.09% | +69+0.9% | Added |
| Lafayette Investments, Inc. | 7,845 | $304.8K | 0.07% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,805 | $303.2K | 0.03% | −375−4.6% | Reduced |
| Conning Inc. | 7,789 | $302.6K | 0.01% | +319+4.3% | Added |
| ProVise Management Group, LLC | 7,768 | $301.8K | 0.03% | −23,567−75.2% | Reduced |
| SYSTM Wealth Solutions LLC | 7,759 | $301.4K | 0.07% | −918−10.6% | Reduced |
| Fonville Wealth Management LLC | 7,704 | $299.3K | 0.12% | +19+0.2% | Added |
| Fiduciary Trust Co | 7,688 | $298.7K | 0.00% | +100+1.3% | Added |
| Morris Financial Concepts, Inc. | 7,688 | $298.7K | 0.14% | +477+6.6% | Added |
| Fisher Asset Management, LLC | 7,650 | $297.2K | 0.00% | +1,602+26.5% | Added |
| Change Path, LLC | 7,642 | $297.0K | 0.02% | −5,595−42.3% | Reduced |
| Stone Point Wealth LLC | 7,600 | $295.3K | 0.11% | −400−5.0% | Reduced |
| Tritonpoint Wealth, LLC | 7,562 | $293.8K | 0.03% | −417−5.2% | Reduced |
| NewEdge Wealth, LLC | 7,535 | $292.7K | 0.01% | +1,130+17.6% | Added |
| Continuum Advisory, LLC | 7,487 | $290.9K | 0.04% | +38+0.5% | Added |
| XTX Topco Ltd | 7,486 | $290.8K | 0.02% | −23,848−76.1% | Reduced |
| Central Bank & Trust Co | 7,423 | $288.3K | 0.04% | +3,123+72.6% | Added |
| HBK Sorce Advisory LLC | 7,394 | $287.3K | 0.01% | −371−4.8% | Reduced |
| MBL Wealth, LLC | 7,367 | $286.2K | 0.03% | −10,877−59.6% | Reduced |
| Cannon Financial Strategists, Inc. | 7,360 | $285.9K | 0.05% | +7,360 | New |
| Vise Technologies, Inc. | 7,335 | $285.0K | 0.05% | +7,335 | New |
| Aldebaran Financial Inc. | 7,315 | $284.2K | 0.39% | +171+2.4% | Added |
| Cassia Capital Partners, LLC | 7,311 | $284.0K | 0.19% | −7,271−49.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 7,280 | $282.8K | 0.11% | +7,280 | New |
| Wrapmanager Inc | 7,275 | $282.6K | 0.08% | −1,229−14.5% | Reduced |
| Johnson Investment Counsel Inc | 7,264 | $282.2K | 0.00% | −1,220−14.4% | Reduced |
| Caldwell Trust Co | 7,260 | $282.1K | 0.03% | −476−6.2% | Reduced |
| Holocene Advisors, LP | 7,259 | $282.0K | 0.00% | −2,224,466−99.7% | Reduced |
| Daymark Wealth Partners, LLC | 7,216 | $280.4K | 0.01% | −855−10.6% | Reduced |
| LexAurum Advisors, LLC | 7,201 | $279.8K | 0.07% | −100−1.4% | Reduced |
| Peachtree Investment Partners, LLC | 7,194 | $279.5K | 0.11% | −415−5.5% | Reduced |
| Northstar Asset Management LLC | 7,193 | $279.4K | 0.07% | +7,193 | New |
| WBH Advisory Inc | 7,187 | $279.2K | 0.03% | −340−4.5% | Reduced |
| Belpointe Asset Management LLC | 7,172 | $278.7K | 0.02% | −44−0.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 7,172 | $278.6K | 0.01% | +7,172 | New |
| Paragon Capital Management Ltd | 7,117 | $276.5K | 0.05% | +7,117 | New |
| First Heartland Consultants, Inc. | 7,117 | $276.0K | 0.03% | +170+2.4% | Added |
| Meridian Financial Partners LLC | 6,472 | $275.0K | 0.16% | −500−7.2% | Reduced |
| Wolverine Trading, LLC | 7,057 | $274.2K | 0.00% | −17,572−71.3% | Reduced |
| Westover Capital Advisors, LLC | 7,018 | $272.6K | 0.07% | −45−0.6% | Reduced |
| Avaii Wealth Management, LLC | 7,005 | $272.2K | 0.15% | +218+3.2% | Added |
| 1st Source Bank | 6,987 | $271.4K | 0.02% | +298+4.5% | Added |
| Central Trust Co | 6,913 | $268.6K | 0.01% | −1,209−14.9% | Reduced |
| Biltmore Family Office, LLC | 6,880 | $267.3K | 0.05% | 00.0% | Unchanged |
| Sapient Capital LLC | 6,847 | $266.0K | 0.01% | −1,284−15.8% | Reduced |
| Geller Advisors LLC | 6,821 | $265.0K | 0.02% | +187+2.8% | Added |
| Aprio Wealth Management, LLC | 6,804 | $264.3K | 0.05% | −482−6.6% | Reduced |
| Norway Savings Bank | 6,802 | $264.3K | 0.15% | −4,284−38.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,741 | $261.9K | 0.01% | +51+0.8% | Added |
| Councilmark Asset Management, LLC | 6,650 | $258.4K | 0.18% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 6,649 | $258.3K | 0.02% | +6,649 | New |
| Xcel Wealth Management, LLC | 6,639 | $257.9K | 0.08% | −1,500−18.4% | Reduced |
| Hodges Capital Management Inc. | 6,623 | $257.3K | 0.02% | −493−6.9% | Reduced |
| Yeomans Consulting Group, Inc. | 6,585 | $255.8K | 0.10% | +700+11.9% | Added |
| Paloma Partners Management Co | 6,574 | $255.4K | 0.02% | +3,513+114.8% | Added |
| Capital Square, LLC | 5,818 | $254.7K | 0.17% | −207−3.4% | Reduced |
| Plato Investment Management Ltd | 6,537 | $254.0K | 0.02% | +2,125+48.2% | Added |
| New Wave Wealth Advisors LLC | 6,535 | $253.9K | 0.14% | +6,535 | New |
| Canton Hathaway, LLC | 6,516 | $253.0K | 0.07% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 6,502 | $252.6K | 0.23% | +6,502 | New |
| Catalyst Financial Partners LLC | 6,485 | $251.9K | 0.06% | +6,485 | New |
| Gateway Investment Advisers LLC | 6,452 | $250.7K | 0.00% | −274,603−97.7% | Reduced |
| Phillips Wealth Planners LLC | 6,379 | $250.5K | 0.26% | +78+1.2% | Added |
| Trust Point Inc. | 6,443 | $250.3K | 0.02% | −508−7.3% | Reduced |
| Family Legacy, Inc. | 6,433 | $249.9K | 0.09% | −261−3.9% | Reduced |
| FDx Advisors, Inc. | 6,415 | $249.0K | 0.07% | −1,859−22.5% | Reduced |