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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 3,776 | $146.7K | 0.00% | +9+0.2% | Added |
| Unique Wealth Strategies, LLC | 3,747 | $146.1K | 0.07% | +3,747 | New |
| Deseret Mutual Benefit Administrators | 3,683 | $143.1K | 0.07% | −165−4.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,657 | $142.1K | 0.07% | +114+3.2% | Added |
| Washington Trust Co | 3,614 | $140.4K | 0.01% | +81+2.3% | Added |
| Alta Advisers Ltd | 3,600 | $139.9K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,600 | $139.9K | 0.02% | +777+27.5% | Added |
| Capital Analysts, LLC | 3,555 | $138.0K | 0.01% | −85−2.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,508 | $137.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,504 | $136.1K | 0.01% | +575+19.6% | Added |
| Leonteq Securities AG | 3,426 | $133.1K | 0.02% | −473−12.1% | Reduced |
| Lazard Asset Management LLC | 3,396 | $130.0K | 0.00% | +3,396 | New |
| Riverview Trust Co | 3,295 | $128.0K | 0.12% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,258 | $126.6K | 0.01% | +12+0.4% | Added |
| MV Capital Management, Inc. | 3,253 | $126.4K | 0.01% | +16+0.5% | Added |
| EdgeRock Capital LLC | 3,245 | $126.1K | 0.10% | +3,245 | New |
| Lynx Investment Advisory | 3,106 | $120.7K | 0.09% | +3,106 | New |
| Boyd Watterson Asset Management LLC | 3,012 | $117.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 3,000 | $117.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,005 | $116.7K | 0.01% | 00.0% | Unchanged |
| Tobam | 2,964 | $115.0K | 0.02% | −7,161−70.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,925 | $113.6K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 74,865 | $113.0K | 0.06% | +160.0% | Added |
| Baldwin Brothers Inc | 2,870 | $111.5K | 0.01% | +65+2.3% | Added |
| First United Bank Trust | 2,838 | $110.3K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 2,800 | $110.0K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,795 | $109.5K | 0.05% | −558−16.6% | Reduced |
| LRI Investments, LLC | 2,784 | $108.2K | 0.01% | +2,693+2,959.3% | Added |
| Sunbelt Securities, Inc. | 2,774 | $107.8K | 0.01% | −2,066−42.7% | Reduced |
| Raffa Wealth Management, LLC | 2,765 | $107.4K | 0.03% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2,396 | $107.1K | 0.06% | +243+11.3% | Added |
| SOA Wealth Advisors, LLC. | 2,723 | $105.8K | 0.02% | +2,363+656.4% | Added |
| Clear Street Markets LLC | 2,700 | $105.0K | 0.04% | +1,000+58.8% | Added |
| Quest Partners LLC | 2,625 | $102.0K | 0.01% | −20,992−88.9% | Reduced |
| AdvisorNet Financial, Inc | 2,599 | $101.0K | 0.01% | −276−9.6% | Reduced |
| Proffitt & Goodson Inc | 2,587 | $100.5K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,587 | $100.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,526 | $98.1K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,481 | $96.4K | 0.13% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,454 | $95.3K | 0.01% | +456+22.8% | Added |
| Chilton Capital Management LLC | 2,450 | $95.2K | 0.00% | +2,405+5,344.4% | Added |
| Ashton Thomas Private Wealth, LLC | 2,299 | $89.3K | 0.00% | +2,299 | New |
| TD Waterhouse Canada Inc. | 2,260 | $88.8K | 0.00% | −332−12.8% | Reduced |
| Quent Capital, LLC | 2,271 | $88.2K | 0.01% | +409+22.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,200 | $85.0K | 0.03% | +680+44.7% | Added |
| Sittner & Nelson, LLC | 2,175 | $84.5K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,171 | $84.3K | 0.04% | −360−14.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,171 | $84.3K | 0.03% | +160+8.0% | Added |
| Pinnacle Bancorp, Inc. | 2,124 | $82.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 2,109 | $82.0K | 0.05% | −117−5.3% | Reduced |
| Smithfield Trust Co | 2,068 | $80.0K | 0.00% | −278−11.8% | Reduced |
| Chris Bulman Inc | 2,019 | $78.4K | 0.05% | +2,019 | New |
| Grove Bank & Trust | 2,010 | $78.1K | 0.01% | −1,383−40.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,959 | $76.0K | 0.01% | +2+0.1% | Added |
| Providence Capital Advisors, LLC | 1,857 | $72.1K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,846 | $71.7K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,826 | $71.0K | 0.01% | +439+31.7% | Added |
| Loomis Sayles & Co L P | 1,811 | $70.0K | 0.00% | −33−1.8% | Reduced |
| First Foundation Advisors | 1,771 | $68.8K | 0.00% | −1,248−41.3% | Reduced |
| Optimum Investment Advisors | 1,671 | $64.9K | 0.03% | +300+21.9% | Added |
| POM Investment Strategies, LLC | 1,635 | $63.5K | 0.05% | +22+1.4% | Added |
| Stephens Consulting, LLC | 1,555 | $60.4K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,495 | $58.1K | 0.03% | −705−32.0% | Reduced |
| Coppell Advisory Solutions LLC | 1,475 | $57.3K | 0.01% | +1,475 | New |
| Macroview Investment Management LLC | 1,390 | $54.0K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,276 | $50.0K | 0.00% | +106+9.1% | Added |
| Investment Research & Advisory Group, Inc. | 1,283 | $49.9K | 0.02% | −10,603−89.2% | Reduced |
| Arrow Financial Corp | 1,275 | $49.5K | 0.00% | −125−8.9% | Reduced |
| Winch Advisory Services, LLC | 1,265 | $49.1K | 0.01% | −161−11.3% | Reduced |
| Trust Co | 1,233 | $47.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,227 | $47.7K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,216 | $47.3K | 0.02% | +16+1.3% | Added |
| Voisard Asset Management Group, Inc. | 1,200 | $46.6K | 0.02% | +1,200 | New |
| Washington Trust Advisors, Inc. | 1,094 | $42.5K | 0.00% | −2,072−65.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,083 | $42.1K | 0.01% | +1,083 | New |
| West Paces Advisors Inc. | 1,077 | $41.8K | 0.01% | −1,410−56.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,077 | $41.8K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 1,074 | $41.7K | 0.02% | +157+17.1% | Added |
| Beacon Capital Management, LLC | 1,059 | $41.1K | 0.01% | +44+4.3% | Added |
| Accordant Advisory Group Inc | 1,036 | $40.2K | 0.04% | −452−30.4% | Reduced |
| Winthrop Capital Management, LLC | 1,019 | $40.0K | 0.02% | −7,417−87.9% | Reduced |
| Criterion Capital Advisors, LLC | 1,024 | $39.8K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,023 | $39.7K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,000 | $38.9K | 0.01% | −500−33.3% | Reduced |
| Hobbs Group Advisors, LLC | 970 | $37.7K | 0.01% | +970 | New |
| JFS Wealth Advisors, LLC | 955 | $37.1K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 945 | $36.7K | 0.02% | +13+1.4% | Added |
| Horizons Wealth Management | 853 | $36.2K | 0.03% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 816 | $34.3K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $33.2K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 854 | $33.0K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 837 | $32.5K | 0.00% | −2,433−74.4% | Reduced |
| Rise Advisors, LLC | 833 | $32.4K | 0.02% | +11+1.3% | Added |
| Versant Capital Management, Inc | 833 | $32.4K | 0.01% | −160−16.1% | Reduced |
| Ofi Invest Asset Management | 887 | $32.2K | 0.00% | +60+7.3% | Added |
| Johnson Financial Group, Inc. | 812 | $31.5K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 767 | $29.8K | 0.01% | +767 | New |
| MidAtlantic Capital Management, Inc. | 745 | $28.9K | 0.02% | −53−6.6% | Reduced |
| Halpern Financial, Inc. | 742 | $28.8K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 737 | $28.6K | 0.00% | +737 | New |