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 |
|---|---|---|---|---|---|
| Cable Hill Partners, LLC | 6,377 | $247.7K | 0.03% | +6,377 | New |
| United Community Bank | 6,368 | $247.4K | 0.10% | −5,660−47.1% | Reduced |
| Emfo, LLC | 6,315 | $245.3K | 0.22% | −10−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 6,292 | $244.6K | 0.01% | +6,292 | New |
| RMB Capital Management, LLC | 6,268 | $243.5K | 0.01% | +337+5.7% | Added |
| Keystone Financial Group | 6,222 | $241.7K | 0.09% | +134+2.2% | Added |
| Main Street Financial Solutions, LLC | 6,212 | $241.3K | 0.02% | +720+13.1% | Added |
| Symmetry Partners, LLC | 6,193 | $241.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,195 | $240.7K | 0.01% | +3,998+182.0% | Added |
| Oakworth Capital, Inc. | 6,190 | $240.5K | 0.02% | +3,669+145.5% | Added |
| 1620 Investment Advisors, Inc. | 6,183 | $240.2K | 0.18% | −28−0.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,172 | $239.8K | 0.10% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 6,153 | $239.1K | 0.06% | −280−4.4% | Reduced |
| Capstone Investment Advisors, LLC | 6,146 | $238.8K | 0.01% | −2,226−26.6% | Reduced |
| Sunpointe, LLC | 6,138 | $238.5K | 0.16% | +343+5.9% | Added |
| RiverFront Investment Group, LLC | 6,113 | $237.5K | 0.01% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 6,105 | $237.2K | 0.03% | −5,910−49.2% | Reduced |
| Quotient Wealth Partners, LLC | 6,060 | $235.4K | 0.01% | −87−1.4% | Reduced |
| Rock Point Advisors, LLC | 6,050 | $235.0K | 0.07% | −200−3.2% | Reduced |
| Gsa Capital Partners LLP | 6,039 | $235.0K | 0.02% | −7,152−54.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,047 | $234.9K | 0.03% | −51−0.8% | Reduced |
| Evermay Wealth Management LLC | 5,985 | $232.5K | 0.04% | −449−7.0% | Reduced |
| Lindbrook Capital, LLC | 5,970 | $231.9K | 0.02% | −29−0.5% | Reduced |
| Ballew Advisors, Inc | 5,602 | $231.9K | 0.15% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,222 | $230.7K | 0.04% | +5,222 | New |
| Romano Brothers and Company | 5,925 | $230.2K | 0.03% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 5,912 | $229.7K | 0.01% | 00.0% | Unchanged |
| Mendel Money Management | 5,889 | $228.8K | 0.11% | −940−13.8% | Reduced |
| Strategic Wealth Designers | 5,827 | $228.7K | 0.03% | +5,827 | New |
| Trexquant Investment LP | 5,884 | $228.6K | 0.00% | +5,884 | New |
| Personal Cfo Solutions, LLC | 5,869 | $228.0K | 0.04% | +5,869 | New |
| Lantern Wealth Advisors, LLC | 5,811 | $225.8K | 0.16% | +5,811 | New |
| Invesco, LLC | 5,807 | $225.6K | 0.09% | −55−0.9% | Reduced |
| Aaron Wealth Advisors | 5,787 | $224.8K | 0.03% | +5,787 | New |
| D'Orazio & Associates, Inc. | 5,780 | $224.6K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 5,778 | $224.5K | 0.00% | +5,778 | New |
| Augustine Asset Management Inc | 5,737 | $222.9K | 0.09% | −119−2.0% | Reduced |
| Horizon Bancorp Inc | 5,727 | $222.0K | 0.11% | +933+19.5% | Added |
| Baron Wealth Management LLC | 5,714 | $222.0K | 0.12% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 5,707 | $221.7K | 0.18% | +10.0% | Added |
| CIC Wealth, LLC | 5,670 | $220.3K | 0.06% | −455−7.4% | Reduced |
| Smith Thornton Advisors LLC | 5,668 | $220.2K | 0.16% | +5,668 | New |
| Kingfisher Capital LLC | 5,657 | $220.0K | 0.05% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 5,658 | $219.8K | 0.03% | +5,658 | New |
| Carolinas Wealth Consulting LLC | 5,649 | $219.4K | 0.04% | −13−0.2% | Reduced |
| Graypoint LLC | 5,606 | $217.8K | 0.02% | +459+8.9% | Added |
| Carmichael Hill & Associates, Inc. | 5,578 | $216.7K | 0.09% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 5,555 | $215.8K | 0.09% | −3,100−35.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,547 | $215.5K | 0.04% | −25−0.4% | Reduced |
| CVA Family Office, LLC | 5,542 | $215.3K | 0.04% | +44+0.8% | Added |
| Scotia Capital Inc. | 5,526 | $214.7K | 0.00% | +201+3.8% | Added |
| Cornerstone Management, Inc. | 5,521 | $214.5K | 0.05% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,511 | $214.1K | 0.03% | +424+8.3% | Added |
| Enterprise Financial Services Corp | 5,499 | $213.6K | 0.13% | −29−0.5% | Reduced |
| LMCG Investments, LLC | 5,493 | $213.4K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 5,482 | $213.0K | 0.07% | −301−5.2% | Reduced |
| High Net Worth Advisory Group LLC | 5,477 | $212.8K | 0.06% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,467 | $212.4K | 0.02% | +5,467 | New |
| Asset Dedication, LLC | 5,433 | $211.1K | 0.01% | −706−11.5% | Reduced |
| World Equity Group, Inc. | 5,430 | $211.0K | 0.06% | −402−6.9% | Reduced |
| First American Trust, FSB | 5,430 | $211.0K | 0.02% | −1,167−17.7% | Reduced |
| Country Club Bank | 5,550 | $210.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,409 | $210.0K | 0.00% | −587−9.8% | Reduced |
| Stonegate Investment Group, LLC | 5,392 | $209.5K | 0.01% | −801−12.9% | Reduced |
| AJOVista, LLC | 5,392 | $209.5K | 0.60% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 5,375 | $208.8K | 0.04% | +104+2.0% | Added |
| Mountain Pacific Investment Advisers Inc | 5,366 | $208.5K | 0.02% | −1,812−25.2% | Reduced |
| Summit X, LLC | 5,297 | $208.0K | 0.05% | +5,297 | New |
| Muirfield Wealth Advisors LLC | 5,346 | $207.7K | 0.19% | +73+1.4% | Added |
| LongView Wealth Management | 5,322 | $206.8K | 0.08% | −149−2.7% | Reduced |
| Future Financial Wealth Managment LLC | 5,300 | $205.9K | 0.18% | +2,400+82.8% | Added |
| Harbour Trust & Investment Management Co | 5,289 | $205.5K | 0.02% | −903−14.6% | Reduced |
| Dover Advisors, LLC | 5,285 | $205.3K | 0.13% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5,278 | $205.0K | 0.09% | −94−1.7% | Reduced |
| Next Level Private LLC | 5,266 | $204.6K | 0.09% | +72+1.4% | Added |
| M. Kulyk & Associates, LLC | 5,252 | $204.0K | 0.05% | 00.0% | Unchanged |
| PFW Advisors LLC | 5,214 | $202.6K | 0.06% | +6+0.1% | Added |
| West Family Investments, Inc. | 5,213 | $202.5K | 0.06% | 00.0% | Unchanged |
| Apexium Financial, LP | 5,210 | $202.4K | 0.01% | +5,210 | New |
| Keynote Financial Services LLC | 5,203 | $202.1K | 0.17% | +5,203 | New |
| SC&H Financial Advisors, Inc. | 5,183 | $201.3K | 0.05% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 5,178 | $201.2K | 0.12% | +5,178 | New |
| Hexagon Capital Partners LLC | 5,112 | $198.6K | 0.04% | +4,358+578.0% | Added |
| USA Financial Portformulas Corp | 5,111 | $198.6K | 0.03% | +5,072+13,005.1% | Added |
| Castleview Partners, LLC | 5,059 | $196.5K | 0.11% | −560−10.0% | Reduced |
| Family Firm, Inc. | 4,723 | $183.5K | 0.04% | +4,723 | New |
| Coastal Investment Advisors, Inc. | 4,611 | $179.1K | 0.04% | +24+0.5% | Added |
| Nemes Rush Group LLC | 4,600 | $178.7K | 0.02% | −633−12.1% | Reduced |
| Abich Financial Wealth Management LLC | 4,543 | $176.5K | 0.12% | +843+22.8% | Added |
| Hartford Financial Management Inc. | 4,399 | $170.9K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 4,276 | $166.0K | 0.00% | +59+1.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,207 | $163.5K | 0.10% | −307−6.8% | Reduced |
| Cromwell Holdings LLC | 4,108 | $159.6K | 0.10% | +4,108 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,048 | $157.3K | 0.01% | −36,634−90.0% | Reduced |
| Wellington Shields & Co., LLC | 4,000 | $155.4K | 0.05% | +1,000+33.3% | Added |
| Bruce G. Allen Investments, LLC | 3,896 | $151.4K | 0.13% | +347+9.8% | Added |
| Dakota Community Bank & Trust NA | 3,878 | $150.7K | 0.81% | −655−14.4% | Reduced |
| Fairscale Capital, LLC | 3,503 | $148.7K | 0.13% | +3,503 | New |
| American Capital Advisory, LLC | 4,026 | $148.6K | 0.11% | −390−8.8% | Reduced |
| Sound Income Strategies, LLC | 3,785 | $147.0K | 0.01% | +43+1.1% | Added |