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 |
|---|---|---|---|---|---|
| SWAN Capital LLC | 732 | $28.4K | 0.02% | +732 | New |
| Union Savings Bank | 705 | $27.4K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 691 | $26.8K | 0.04% | −140−16.8% | Reduced |
| Annapolis Financial Services, LLC | 690 | $26.8K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 686 | $26.7K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 657 | $25.5K | 0.01% | −87−11.7% | Reduced |
| Stephenson National Bank & Trust | 570 | $22.1K | 0.01% | +46+8.8% | Added |
| Peoples Financial Services Corp. | 568 | $22.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 538 | $21.1K | 0.01% | −204−27.5% | Reduced |
| AllSquare Wealth Management LLC | 513 | $19.9K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 505 | $19.6K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 498 | $19.3K | 0.01% | 00.0% | Unchanged |
| City State Bank | 453 | $17.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 449 | $17.4K | 0.00% | +224+99.6% | Added |
| Meeder Asset Management Inc | 446 | $17.3K | 0.00% | +60+15.5% | Added |
| Flputnam Investment Management Co | 445 | $17.3K | 0.00% | +445 | New |
| Tucker Asset Management LLC | 445 | $17.3K | 0.00% | +6+1.4% | Added |
| Morton Brown Family Wealth, LLC | 403 | $17.1K | 0.01% | +4+1.0% | Added |
| Focused Wealth Management, Inc | 436 | $16.9K | 0.00% | +436 | New |
| WR Wealth Planners, LLC | 429 | $16.7K | 0.01% | −31−6.7% | Reduced |
| McIlrath & Eck, LLC | 427 | $16.6K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 407 | $15.8K | 0.02% | +5+1.2% | Added |
| Exchange Traded Concepts, LLC | 405 | $15.7K | 0.00% | −178−30.5% | Reduced |
| FSC Wealth Advisors, LLC | 399 | $15.5K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 393 | $15.3K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 388 | $15.1K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 377 | $14.6K | 0.01% | +125+49.6% | Added |
| Newbridge Financial Services Group, Inc. | 375 | $14.6K | 0.01% | −1,415−79.1% | Reduced |
| Aspect Partners, LLC | 375 | $14.6K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 374 | $14.5K | 0.01% | −6−1.6% | Reduced |
| Maryland Capital Advisors Inc. | 372 | $14.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $14.0K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 350 | $13.6K | 0.01% | +350 | New |
| Webster Bank, N. A. | 342 | $13.3K | 0.00% | −19−5.3% | Reduced |
| Bell Investment Advisors, Inc | 337 | $13.1K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 336 | $13.1K | 0.00% | −1,400−80.6% | Reduced |
| REAP Financial Group, LLC | 334 | $13.0K | 0.00% | +37+12.5% | Added |
| Armstrong Advisory Group, Inc | 320 | $12.4K | 0.00% | −162−33.6% | Reduced |
| Operose Advisors LLC | 315 | $12.2K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 311 | $12.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 310 | $12.0K | 0.00% | −6−1.9% | Reduced |
| Tradewinds Capital Management, LLC | 309 | $12.0K | 0.00% | +5+1.6% | Added |
| Old Second National Bank of Aurora | 300 | $11.7K | 0.00% | −91−23.3% | Reduced |
| Transcendent Capital Group LLC | 300 | $11.7K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $11.7K | 0.01% | +300 | New |
| PSI Advisors, LLC | 288 | $11.2K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 280 | $11.0K | 0.00% | +280 | New |
| Glen Eagle Advisors, LLC | 269 | $10.5K | 0.00% | −300−52.7% | Reduced |
| Valued Wealth Advisors LLC | 268 | $10.4K | 0.01% | +40+17.5% | Added |
| Global Trust Asset Management, LLC | 250 | $9.71K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 247 | $9.69K | 0.00% | +66+36.5% | Added |
| Harbor Investment Advisory, LLC | 243 | $9.44K | 0.00% | +9+3.8% | Added |
| Wetzel Investment Advisors, Inc. | 241 | $9.39K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 225 | $8.74K | 0.00% | 00.0% | Unchanged |
| Motco | 223 | $8.66K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 222 | $8.63K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 215 | $8.35K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 212 | $8.24K | 0.00% | −99−31.8% | Reduced |
| First Personal Financial Services | 200 | $7.77K | 0.00% | −77−27.8% | Reduced |
| Planning Capital Management Corp | 195 | $7.58K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 184 | $7.17K | 0.00% | +30+19.5% | Added |
| Fortitude Family Office, LLC | 180 | $6.99K | 0.00% | +47+35.3% | Added |
| Sachetta, LLC | 153 | $6.88K | 0.00% | −29−15.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 173 | $6.72K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 168 | $6.53K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 165 | $6.41K | 0.00% | +165 | New |
| Centennial Bank | 161 | $6.25K | 0.00% | −138−46.2% | Reduced |
| Key Financial Inc | 156 | $6.06K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 155 | $6.02K | 0.00% | +155 | New |
| Avion Wealth | 176 | $6.00K | 0.00% | +58+49.2% | Added |
| Fortis Group Advisors, LLC | 150 | $5.83K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 150 | $5.83K | 0.00% | +150 | New |
| Kodai Capital Management LP | 146 | $5.67K | 0.00% | +146 | New |
| Cornerstone Planning Group LLC | 133 | $5.47K | 0.00% | +11+9.0% | Added |
| Highline Wealth Partners LLC | 138 | $5.36K | 0.00% | +138 | New |
| Dunhill Financial, LLC | 133 | $5.15K | 0.00% | +3+2.3% | Added |
| Hantz Financial Services, Inc. | 136 | $5.00K | 0.00% | −111−44.9% | Reduced |
| Sit Investment Associates Inc | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 119 | $4.66K | 0.00% | +25+26.6% | Added |
| First Financial Corp | 120 | $4.66K | 0.00% | −192−61.5% | Reduced |
| Core Alternative Capital | 104 | $4.04K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 101 | $3.92K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $3.88K | 0.00% | −150−60.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $3.88K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 91 | $3.54K | 0.00% | +60+193.5% | Added |
| DT Investment Partners, LLC | 88 | $3.42K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 86 | $3.34K | 0.00% | −20−18.9% | Reduced |
| SJS Investment Consulting Inc. | 82 | $3.17K | 0.00% | +1+1.2% | Added |
| NVWM, LLC | 81 | $3.16K | 0.00% | +15+22.7% | Added |
| Cherry Tree Wealth Management, LLC | 78 | $3.03K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 76 | $2.95K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 73 | $2.84K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 68 | $2.64K | 0.00% | −162,667−100.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 67 | $2.60K | 0.00% | +14+26.4% | Added |
| Front Row Advisors LLC | 64 | $2.49K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 64 | $2.49K | 0.00% | +64 | New |
| Riggs Asset Managment Co. Inc. | 63 | $2.46K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $2.34K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 60 | $2.33K | 0.00% | 00.0% | Unchanged |