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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 150,851 | $5.86M | 0.14% | +76,005+101.5% | Added |
| Harvest Portfolios Group Inc. | 150,377 | $5.84M | 0.22% | −197−0.1% | Reduced |
| Cullinan Associates Inc | 150,337 | $5.84M | 0.33% | −211−0.1% | Reduced |
| Linscomb & Williams, Inc. | 149,231 | $5.80M | 0.30% | −988−0.7% | Reduced |
| GWM Advisors LLC | 148,053 | $5.75M | 0.04% | +444+0.3% | Added |
| Robeco Institutional Asset Management B.V. | 146,285 | $5.68M | 0.01% | −22,752−13.5% | Reduced |
| Whitener Capital Management, Inc. | 145,685 | $5.66M | 1.71% | −4,225−2.8% | Reduced |
| State of Alaska, Department of Revenue | 145,553 | $5.65M | 0.06% | +830+0.6% | Added |
| Zions Bancorporation, N.A. | 145,445 | $5.65M | 0.45% | −4,063−2.7% | Reduced |
| Daiwa Securities Group Inc. | 145,406 | $5.65M | 0.03% | +13,509+10.2% | Added |
| Colonial Trust Co | 145,350 | $5.65M | 0.99% | +106,773+276.8% | Added |
| Raymond James Trust N.A. | 145,217 | $5.64M | 0.13% | −505−0.3% | Reduced |
| Associated Banc-Corp | 144,361 | $5.61M | 0.17% | −1,009−0.7% | Reduced |
| Oppenheimer & Co Inc | 143,166 | $5.56M | 0.09% | +8,126+6.0% | Added |
| Stephens Inc | 138,944 | $5.40M | 0.08% | +992+0.7% | Added |
| Avantax Advisory Services, Inc. | 138,746 | $5.39M | 0.04% | +19,428+16.3% | Added |
| Baugh & Associates, LLC | 133,379 | $5.39M | 2.80% | +11,993+9.9% | Added |
| O'Shaughnessy Asset Management, LLC | 136,899 | $5.32M | 0.05% | +24,936+22.3% | Added |
| Parcion Private Wealth LLC | 135,459 | $5.26M | 0.48% | +130.0% | Added |
| Davis Selected Advisers | 134,912 | $5.24M | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 132,550 | $5.15M | 0.07% | +5,365+4.2% | Added |
| Huber Capital Management LLC | 131,464 | $5.11M | 1.16% | −21,189−13.9% | Reduced |
| Allianz Asset Management GmbH | 131,314 | $5.10M | 0.01% | +18,004+15.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 128,352 | $5.08M | 0.40% | +935+0.7% | Added |
| Concurrent Investment Advisors, LLC | 130,078 | $5.05M | 0.17% | +93,203+252.8% | Added |
| tru Independence LLC | 129,704 | $5.04M | 1.52% | −3,191−2.4% | Reduced |
| Dana Investment Advisors, Inc. | 129,076 | $5.01M | 0.17% | −9,148−6.6% | Reduced |
| Simplex Trading, LLC | 129,031 | $5.01M | 0.16% | −40,803−24.0% | Reduced |
| Csenge Advisory Group | 128,561 | $4.99M | 0.28% | +100,637+360.4% | Added |
| Jamison Private Wealth Management, Inc. | 128,140 | $4.98M | 0.83% | +232+0.2% | Added |
| Wealthfront Advisers LLC | 126,241 | $4.90M | 0.02% | +17,458+16.0% | Added |
| Loudon Investment Management, LLC | 125,627 | $4.88M | 2.87% | −391−0.3% | Reduced |
| Kempner Capital Management Inc. | 125,483 | $4.88M | 2.59% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 125,459 | $4.87M | 0.01% | −440,824−77.8% | Reduced |
| Chesley Taft & Associates LLC | 125,236 | $4.87M | 0.24% | +1,120+0.9% | Added |
| Patten & Patten Inc | 122,020 | $4.74M | 0.33% | −13,436−9.9% | Reduced |
| Cornerstone Wealth Group, LLC | 120,893 | $4.70M | 0.42% | +3,491+3.0% | Added |
| Bridge Creek Capital Management LLC | 120,793 | $4.69M | 1.51% | −83−0.1% | Reduced |
| Fifth Third Bancorp | 119,061 | $4.63M | 0.02% | +22,299+23.0% | Added |
| First Citizens Bank & Trust Co | 117,022 | $4.55M | 0.09% | −968−0.8% | Reduced |
| Wesbanco Bank Inc | 116,244 | $4.52M | 0.17% | −13,624−10.5% | Reduced |
| Oregon Public Employees Retirement Fund | 114,915 | $4.46M | 0.09% | +918+0.8% | Added |
| Ibex Wealth Advisors | 114,890 | $4.46M | 0.70% | +114,890 | New |
| Sterling Investment Advisors, Ltd. | 114,570 | $4.45M | 1.20% | −3,963−3.3% | Reduced |
| Elo Mutual Pension Insurance Co | 114,103 | $4.43M | 0.10% | +45,064+65.3% | Added |
| PMC FIG Opportunities LLC | 113,636 | $4.41M | 6.67% | +29,877+35.7% | Added |
| DRW Securities, LLC | 113,449 | $4.41M | 0.27% | −3,025−2.6% | Reduced |
| Commerce Bank | 113,482 | $4.41M | 0.03% | +7,860+7.4% | Added |
| Colonial Trust Advisors | 113,453 | $4.41M | 0.42% | +6,259+5.8% | Added |
| Griffin Asset Management, Inc. | 112,701 | $4.38M | 0.51% | −3,631−3.1% | Reduced |
| AXA S.A. | 112,178 | $4.36M | 0.01% | +21,907+24.3% | Added |
| Gulf International Bank (UK) Ltd | 109,935 | $4.27M | 0.11% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 109,231 | $4.24M | 0.29% | +1,774+1.7% | Added |
| United Capital Management of KS, Inc. | 108,917 | $4.23M | 0.93% | +1,078+1.0% | Added |
| Steel Peak Wealth Management LLC | 108,070 | $4.20M | 0.20% | −116,310−51.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 107,592 | $4.18M | 0.07% | +15,262+16.5% | Added |
| Tower Research Capital LLC (TRC) | 106,911 | $4.15M | 0.07% | +80,400+303.3% | Added |
| Marshall Wace, LLP | 106,680 | $4.14M | 0.01% | −480,125−81.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 106,366 | $4.13M | 0.04% | +30,091+39.5% | Added |
| Jacobs Asset Management, LLC | 106,000 | $4.12M | 2.62% | +43,500+69.6% | Added |
| Teachers Retirement System of the State of Kentucky | 105,945 | $4.12M | 0.04% | −3,146−2.9% | Reduced |
| Asio Capital, LLC | 104,278 | $4.05M | 0.83% | +1,253+1.2% | Added |
| Keybank National Association | 104,158 | $4.05M | 0.02% | −2,760−2.6% | Reduced |
| Maryland State Retirement & Pension System | 103,233 | $4.01M | 0.07% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 103,175 | $4.01M | 0.09% | +103,175 | New |
| Envestnet Portfolio Solutions, Inc. | 103,131 | $4.01M | 0.01% | −7,619−6.9% | Reduced |
| Verdence Capital Advisors LLC | 102,810 | $3.99M | 0.36% | −6,466−5.9% | Reduced |
| LaFleur & Godfrey LLC | 102,290 | $3.97M | 0.58% | −262−0.3% | Reduced |
| Kentucky Retirement Systems | 100,834 | $3.92M | 0.11% | −454−0.4% | Reduced |
| Proquility Private Wealth Partners, LLC | 100,825 | $3.92M | 1.34% | +25,759+34.3% | Added |
| Clearstead Advisors, LLC | 100,684 | $3.91M | 0.07% | +80,172+390.9% | Added |
| XML Financial, LLC | 100,071 | $3.89M | 0.39% | −2,347−2.3% | Reduced |
| Hyman Charles D | 99,991 | $3.88M | 0.22% | −4,348−4.2% | Reduced |
| Chartwell Investment Partners, LLC | 100,000 | $3.88M | 0.14% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 98,989 | $3.85M | 0.17% | −3,482−3.4% | Reduced |
| Brinker Capital Investments, LLC | 98,795 | $3.84M | 0.04% | −437−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 98,795 | $3.84M | 0.04% | −437−0.4% | Reduced |
| Level Four Advisory Services, LLC | 96,884 | $3.76M | 0.17% | +39,002+67.4% | Added |
| Iowa State Bank | 96,518 | $3.75M | 0.83% | +4,779+5.2% | Added |
| Carlson Capital L P | 96,400 | $3.75M | 0.58% | −55,900−36.7% | Reduced |
| Squarepoint Ops LLC | 96,240 | $3.74M | 0.01% | −62,067−39.2% | Reduced |
| HB Wealth Management, LLC | 96,236 | $3.74M | 0.04% | +1,946+2.1% | Added |
| MBB Public Markets I LLC | 96,170 | $3.74M | 0.08% | +96,170 | New |
| Pacer Advisors, Inc. | 95,577 | $3.71M | 0.01% | +4,192+4.6% | Added |
| Boston Common Asset Management, LLC | 92,840 | $3.61M | 0.09% | −14,840−13.8% | Reduced |
| BancorpSouth Bank | 91,862 | $3.57M | 0.27% | +1,165+1.3% | Added |
| JustInvest LLC | 95,421 | $3.55M | 0.07% | +12,166+14.6% | Added |
| Semmax Financial Advisors Inc. | 84,168 | $3.55M | 1.07% | +14,739+21.2% | Added |
| Community Bank, N.A. | 91,170 | $3.54M | 0.47% | −3,615−3.8% | Reduced |
| Ingalls & Snyder LLC | 90,696 | $3.52M | 0.15% | −5,206−5.4% | Reduced |
| Sandy Spring Bank | 90,201 | $3.50M | 0.15% | −10,524−10.4% | Reduced |
| Thomasville National Bank | 89,055 | $3.46M | 0.28% | −11,728−11.6% | Reduced |
| Fort Pitt Capital Group, LLC | 88,853 | $3.45M | 0.10% | +3,647+4.3% | Added |
| Hedeker Wealth, LLC | 88,822 | $3.45M | 1.00% | −14,542−14.1% | Reduced |
| Wealth Group, Ltd. | 88,761 | $3.45M | 2.47% | −184−0.2% | Reduced |
| Signature Wealth Management Group | 87,940 | $3.42M | 1.50% | +992+1.1% | Added |
| Am Investment Strategies LLC | 87,798 | $3.41M | 0.84% | +54+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 89,931 | $3.40M | 0.02% | −132,140−59.5% | Reduced |
| Hartford Investment Management Co | 85,475 | $3.32M | 0.11% | −555−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 85,017 | $3.30M | 0.59% | −4,082−4.6% | Reduced |