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 |
|---|---|---|---|---|---|
| Coerente Capital Management | 297,927 | $11.6M | 2.26% | +1,770+0.6% | Added |
| Novare Capital Management LLC | 297,843 | $11.6M | 1.04% | −9,465−3.1% | Reduced |
| Brookstone Capital Management | 268,118 | $11.6M | 0.19% | −40,847−13.2% | Reduced |
| Salem Investment Counselors Inc | 294,838 | $11.5M | 0.37% | −5,797−1.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 293,914 | $11.4M | 0.08% | +1,118+0.4% | Added |
| Ategra Capital Management, LLC | 291,934 | $11.3M | 9.72% | −53,382−15.5% | Reduced |
| Brown Advisory Inc | 289,912 | $11.3M | 0.01% | −3,845−1.3% | Reduced |
| Auto-Owners Insurance Co | 288,000 | $11.2M | 0.30% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 283,722 | $11.0M | 0.03% | +19,064+7.2% | Added |
| ProShare Advisors LLC | 283,534 | $11.0M | 0.03% | +13,092+4.8% | Added |
| Modera Wealth Management, LLC | 283,376 | $11.0M | 0.16% | +16,655+6.2% | Added |
| CIBC Asset Management Inc | 282,350 | $11.0M | 0.04% | −10,392−3.5% | Reduced |
| McRae Capital Management Inc | 281,029 | $10.9M | 2.49% | +4,310+1.6% | Added |
| IFM Investors Pty Ltd | 278,981 | $10.8M | 0.11% | +4,254+1.5% | Added |
| Jones Financial Companies LLLP | 277,801 | $10.8M | 0.01% | +192,672+226.3% | Added |
| MML Investors Services, LLC | 277,622 | $10.8M | 0.04% | −38,678−12.2% | Reduced |
| Handelsbanken Fonder AB | 277,548 | $10.8M | 0.05% | −140,512−33.6% | Reduced |
| Financial Counselors Inc | 276,108 | $10.7M | 0.17% | −28,853−9.5% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 275,454 | $10.7M | 0.12% | +275,454 | New |
| Panagora Asset Management Inc | 272,459 | $10.6M | 0.05% | +257,805+1,759.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 272,325 | $10.6M | 0.11% | −45,660−14.4% | Reduced |
| Forsta Ap-Fonden | 270,000 | $10.5M | 0.09% | −29,900−10.0% | Reduced |
| Amalgamated Bank | 269,976 | $10.5M | 0.09% | −5,480−2.0% | Reduced |
| Kanawha Capital Management LLC | 264,964 | $10.3M | 0.81% | +4,219+1.6% | Added |
| Cresset Asset Management, LLC | 265,783 | $10.3M | 0.04% | +2,903+1.1% | Added |
| Wellington Management Group LLP | 263,667 | $10.2M | 0.00% | +56,812+27.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 262,620 | $10.2M | 0.05% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 262,490 | $10.2M | 0.88% | +2,872+1.1% | Added |
| Rothschild Investment LLC | 255,985 | $9.95M | 0.69% | +781+0.3% | Added |
| British Columbia Investment Management Corp | 255,640 | $9.93M | 0.06% | +96,410+60.5% | Added |
| Independent Advisor Alliance | 255,199 | $9.91M | 0.34% | +7,973+3.2% | Added |
| Czech National Bank | 254,986 | $9.91M | 0.11% | +20,313+8.7% | Added |
| Capital Investment Advisory Services, LLC | 253,526 | $9.85M | 1.02% | −936−0.4% | Reduced |
| Old National Bancorp | 252,554 | $9.81M | 0.23% | +12,844+5.4% | Added |
| Bryn Mawr Trust Co | 252,456 | $9.81M | 0.38% | −1,565−0.6% | Reduced |
| Bokf, NA | 246,193 | $9.56M | 0.17% | −25,869−9.5% | Reduced |
| Wealthcare Advisory Partners LLC | 241,665 | $9.39M | 0.29% | +22,577+10.3% | Added |
| Aquatic Capital Management LLC | 241,290 | $9.37M | 0.35% | −238,510−49.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 240,616 | $9.35M | 1.97% | −5,790−2.3% | Reduced |
| Point72 Europe (London) LLP | 240,490 | $9.34M | 0.79% | −24,000−9.1% | Reduced |
| RSM US Wealth Management LLC | 236,912 | $9.28M | 0.16% | +215,111+986.7% | Added |
| WSFS Capital Management, LLC | 237,843 | $9.24M | 0.51% | +6,019+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 236,352 | $9.18M | 0.01% | +34,681+17.2% | Added |
| Gillespie Robinson & Grimm Inc | 235,750 | $9.16M | 0.74% | −96,925−29.1% | Reduced |
| Systematic Alpha Investments, LLC | 233,937 | $9.09M | 0.35% | 00.0% | Unchanged |
| Regions Financial Corp | 233,703 | $9.08M | 0.07% | −35,627−13.2% | Reduced |
| Capital Group Private Client Services, Inc. | 232,092 | $9.02M | 0.09% | +114,825+97.9% | Added |
| Russell Investments Group, Ltd. | 232,879 | $8.97M | 0.01% | +2,275+1.0% | Added |
| SG Americas Securities, LLC | 230,412 | $8.95M | 0.06% | −80,549−25.9% | Reduced |
| Public Sector Pension Investment Board | 226,903 | $8.82M | 0.06% | +17,103+8.2% | Added |
| Socorro Asset Management LP | 226,855 | $8.81M | 3.43% | −21,729−8.7% | Reduced |
| Kestra Advisory Services, LLC | 225,976 | $8.78M | 0.05% | +13,312+6.3% | Added |
| Xponance, Inc. | 225,746 | $8.77M | 0.09% | +42,585+23.3% | Added |
| Korea Investment CORP | 224,793 | $8.73M | 0.02% | −9,110−3.9% | Reduced |
| Los Angeles Capital Management LLC | 224,404 | $8.72M | 0.03% | +217,654+3,224.5% | Added |
| Sanctuary Advisors, LLC | 225,461 | $8.61M | 0.06% | +225,461 | New |
| Utah Retirement Systems | 219,825 | $8.54M | 0.10% | −9,500−4.1% | Reduced |
| Pinnacle Associates Ltd | 216,629 | $8.42M | 0.13% | +649+0.3% | Added |
| DnB Asset Management AS | 215,048 | $8.35M | 0.04% | +13,706+6.8% | Added |
| Maltese Capital Management LLC | 215,000 | $8.35M | 1.54% | +52,500+32.3% | Added |
| First National Trust Co | 209,635 | $8.14M | 0.34% | +410+0.2% | Added |
| Northern Oak Wealth Management Inc | 209,181 | $8.13M | 0.98% | +7,145+3.5% | Added |
| QRG Capital Management, Inc. | 207,736 | $8.07M | 0.10% | +42,742+25.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 206,850 | $8.04M | 0.02% | +206,850 | New |
| New York Life Investment Management LLC | 204,022 | $7.93M | 0.08% | +2,567+1.3% | Added |
| Rowland & Co Investment Counsel | 200,881 | $7.80M | 1.70% | −15,642−7.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 200,000 | $7.77M | 0.10% | +200,000 | New |
| NTV Asset Management LLC | 198,986 | $7.73M | 1.11% | +4,733+2.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 198,719 | $7.72M | 0.72% | −32,513−14.1% | Reduced |
| Continental Advisors LLC | 198,650 | $7.72M | 5.96% | +45,000+29.3% | Added |
| Mercer Global Advisors Inc | 194,219 | $7.55M | 0.02% | +17,968+10.2% | Added |
| Cardinal Capital Management | 193,869 | $7.53M | 1.27% | +734+0.4% | Added |
| M&T Bank Corp | 192,752 | $7.49M | 0.03% | +9,598+5.2% | Added |
| Yousif Capital Management, LLC | 191,444 | $7.44M | 0.08% | −3,242−1.7% | Reduced |
| Logan Capital Management Inc | 189,890 | $7.38M | 0.32% | −875−0.5% | Reduced |
| Highland Capital Management, LLC | 189,566 | $7.36M | 0.44% | −24,933−11.6% | Reduced |
| Investment Management Corp of Ontario | 188,732 | $7.33M | 0.20% | +8,200+4.5% | Added |
| Intact Investment Management Inc. | 188,660 | $7.33M | 0.27% | −9,340−4.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 186,602 | $7.25M | 1.79% | −384−0.2% | Reduced |
| Boothbay Fund Management, LLC | 186,364 | $7.24M | 0.23% | +44,075+31.0% | Added |
| Public Employees Retirement Association of Colorado | 183,012 | $7.11M | 0.03% | −4,768−2.5% | Reduced |
| Old Point Trust & Financial Services N A | 181,784 | $7.06M | 2.74% | −11,580−6.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 180,669 | $7.02M | 0.08% | +1,605+0.9% | Added |
| Advisory Services Network, LLC | 179,897 | $6.99M | 0.14% | +64,673+56.1% | Added |
| Alpha Omega Wealth Management LLC | 179,684 | $6.98M | 1.33% | +1,146+0.6% | Added |
| Diversified Trust Co | 179,244 | $6.96M | 0.20% | +621+0.3% | Added |
| Bogart Wealth, LLC | 169,073 | $6.57M | 0.33% | +52,379+44.9% | Added |
| Mutual of America Capital Management LLC | 168,743 | $6.56M | 0.07% | −6,124−3.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 168,478 | $6.55M | 0.17% | −56,641−25.2% | Reduced |
| Ethic Inc. | 168,152 | $6.53M | 0.15% | −580.0% | Reduced |
| Pathstone Holdings, LLC | 165,937 | $6.45M | 0.03% | +2,514+1.5% | Added |
| Janus Henderson Group PLC | 164,417 | $6.39M | 0.00% | −21,097−11.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 161,820 | $6.29M | 0.05% | +4,786+3.0% | Added |
| Argent Trust Co | 159,395 | $6.19M | 0.27% | −3,100−1.9% | Reduced |
| Lighthouse Investment Partners, LLC | 157,593 | $6.12M | 0.34% | +46,387+41.7% | Added |
| AMG National Trust Bank | 157,301 | $6.11M | 0.17% | +1,354+0.9% | Added |
| Advisors Asset Management, Inc. | 156,434 | $6.08M | 0.12% | −52,177−25.0% | Reduced |
| Nissay Asset Management Corp | 154,647 | $6.01M | 0.04% | +4,012+2.7% | Added |
| CIBC Private Wealth Group, LLC | 156,571 | $5.99M | 0.01% | +1,930+1.2% | Added |
| Montag A & Associates Inc | 153,614 | $5.97M | 0.30% | −2,483−1.6% | Reduced |