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 |
|---|---|---|---|---|---|
| Fiduciary Alliance LLC | 83,427 | $3.30M | 0.54% | −223−0.3% | Reduced |
| Alaska Permanent Fund Corp | 73,805 | $3.30M | 0.05% | +1,628+2.3% | Added |
| Van Eck Associates Corp | 84,016 | $3.26M | 0.00% | +60,395+255.7% | Added |
| TownSquare Capital, LLC | 83,399 | $3.24M | 0.04% | +13,100+18.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 83,190 | $3.23M | 0.14% | +54,536+190.3% | Added |
| Dakota Wealth Management | 82,026 | $3.19M | 0.08% | −18,537−18.4% | Reduced |
| Anchor Investment Management, LLC | 81,488 | $3.17M | 0.33% | +217+0.3% | Added |
| Pettyjohn, Wood & White, Inc | 80,853 | $3.14M | 0.61% | −2,948−3.5% | Reduced |
| Crossmark Global Holdings, Inc. | 80,200 | $3.12M | 0.06% | −10,259−11.3% | Reduced |
| EJF Capital LLC | 79,373 | $3.08M | 2.28% | −32,187−28.9% | Reduced |
| Wellington Shields Capital Management, LLC | 78,150 | $3.04M | 0.55% | +1,242+1.6% | Added |
| Stock Yards Bank & Trust Co | 78,017 | $3.03M | 0.10% | −20,776−21.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 77,689 | $3.02M | 0.12% | +863+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 77,459 | $3.01M | 0.02% | +61,888+397.5% | Added |
| Empowered Funds, LLC | 77,452 | $3.01M | 0.05% | +6,133+8.6% | Added |
| TD Private Client Wealth LLC | 77,350 | $3.01M | 0.09% | +3,335+4.5% | Added |
| Securian Asset Management, Inc | 76,941 | $2.99M | 0.09% | −1,615−2.1% | Reduced |
| AIA Group Ltd | 76,564 | $2.97M | 0.09% | +18,975+32.9% | Added |
| Louisiana State Employees Retirement System | 75,700 | $2.94M | 0.06% | −1,900−2.4% | Reduced |
| Hengehold Capital Management LLC | 75,666 | $2.94M | 0.31% | +70.0% | Added |
| Private Advisor Group, LLC | 74,756 | $2.90M | 0.02% | +916+1.2% | Added |
| Commonwealth Retirement Investments LLC | 74,009 | $2.88M | 1.32% | +5,677+8.3% | Added |
| United Bank | 73,824 | $2.87M | 1.43% | +1,901+2.6% | Added |
| Kestra Private Wealth Services, LLC | 73,759 | $2.87M | 0.06% | +4,392+6.3% | Added |
| Concord Wealth Partners | 73,427 | $2.85M | 0.50% | −1,324−1.8% | Reduced |
| Morningstar Investment Management LLC | 72,246 | $2.81M | 0.29% | −8,822−10.9% | Reduced |
| Moors & Cabot, Inc. | 72,187 | $2.80M | 0.15% | −1,017−1.4% | Reduced |
| M&G Plc | 71,901 | $2.80M | 0.02% | +71,901 | New |
| Salzhauer Michael | 72,172 | $2.80M | 2.26% | +41,672+136.6% | Added |
| Edmp, Inc. | 72,157 | $2.80M | 2.54% | −271−0.4% | Reduced |
| Drucker Wealth 3.0, LLC | 72,112 | $2.80M | 0.74% | +72,112 | New |
| Moloney Securities Asset Management, LLC | 71,694 | $2.79M | 0.40% | −496−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 71,546 | $2.78M | 0.00% | +63+0.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 71,538 | $2.78M | 0.07% | +15,230+27.0% | Added |
| Sandhill Capital Partners LLC | 71,408 | $2.77M | 0.21% | −310.0% | Reduced |
| Massmutual Trust Co FSB | 71,188 | $2.77M | 0.08% | +6,544+10.1% | Added |
| BlueChip Wealth Advisors LLC | 70,901 | $2.75M | 1.62% | −9,050−11.3% | Reduced |
| Kavar Capital Partners Group, LLC | 70,885 | $2.75M | 0.50% | +2,187+3.2% | Added |
| JT Stratford LLC | 70,664 | $2.75M | 0.51% | +416+0.6% | Added |
| Prudential PLC | 70,633 | $2.74M | 0.02% | −34,312−32.7% | Reduced |
| Axxcess Wealth Management, LLC | 70,382 | $2.73M | 0.07% | −12,213−14.8% | Reduced |
| Thrivent Financial for Lutherans | 69,955 | $2.72M | 0.01% | −4,371−5.9% | Reduced |
| Huntington National Bank | 68,869 | $2.68M | 0.02% | −1,938−2.7% | Reduced |
| Camden National Bank | 68,829 | $2.67M | 0.41% | +9,462+15.9% | Added |
| Peloton Wealth Strategists | 68,217 | $2.65M | 1.09% | +117+0.2% | Added |
| Everence Capital Management Inc | 70,530 | $2.65M | 0.18% | 00.0% | Unchanged |
| F/M Investments LLC | 68,267 | $2.64M | 0.10% | +68,267 | New |
| Foster Victor Wealth Advisors, LLC | 61,944 | $2.63M | 0.22% | −84−0.1% | Reduced |
| New Mexico Educational Retirement Board | 67,188 | $2.61M | 0.09% | 00.0% | Unchanged |
| Equitable Trust Co | 66,427 | $2.58M | 0.18% | −1,828−2.7% | Reduced |
| Inspire Trust Co, N.A. | 65,837 | $2.56M | 0.84% | +21,180+47.4% | Added |
| King Luther Capital Management Corp | 65,796 | $2.56M | 0.01% | −2,280−3.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 65,456 | $2.54M | 0.14% | −113,697−63.5% | Reduced |
| First Eagle Investment Management, LLC | 64,890 | $2.52M | 0.01% | −46,669−41.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 64,718 | $2.51M | 0.12% | +3,208+5.2% | Added |
| Savant Capital, LLC | 64,436 | $2.50M | 0.03% | +6,220+10.7% | Added |
| Pinnacle Financial Partners Inc | 64,203 | $2.49M | 0.05% | +492+0.8% | Added |
| Principle Wealth Partners LLC | 63,779 | $2.48M | 0.19% | +80.0% | Added |
| StoneX Group Inc. | 62,384 | $2.42M | 0.19% | +6,338+11.3% | Added |
| Venture Visionary Partners LLC | 62,155 | $2.41M | 0.11% | +1,566+2.6% | Added |
| Capital Investment Counsel, Inc | 62,111 | $2.41M | 0.36% | +244+0.4% | Added |
| Triangle Securities Wealth Management | 62,000 | $2.41M | 0.68% | −1,608−2.5% | Reduced |
| Fulton Bank, N.A. | 61,723 | $2.40M | 0.10% | −2,066−3.2% | Reduced |
| Shelton Capital Management | 61,694 | $2.40M | 0.07% | −40.0% | Reduced |
| Stratos Wealth Partners, LTD. | 60,879 | $2.37M | 0.04% | −3,812−5.9% | Reduced |
| Abn Amro Investment Solutions | 60,498 | $2.35M | 0.04% | −5,776−8.7% | Reduced |
| Holderness Investments Co | 60,145 | $2.34M | 0.55% | +359+0.6% | Added |
| First Hawaiian Bank | 59,879 | $2.33M | 0.08% | −2,000−3.2% | Reduced |
| E. Ohman J:or Asset Management AB | 58,800 | $2.28M | 0.06% | +3,100+5.6% | Added |
| Toroso Investments, LLC | 58,774 | $2.28M | 0.03% | +9,875+20.2% | Added |
| Hardin Capital Partners, LLC | 58,362 | $2.27M | 1.48% | +58,362 | New |
| Quantinno Capital Management LP | 58,002 | $2.25M | 0.04% | +11,009+23.4% | Added |
| Gator Capital Management, LLC | 58,000 | $2.25M | 1.14% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 57,753 | $2.24M | 0.17% | +57,753 | New |
| Stonebridge Capital Advisors LLC | 57,241 | $2.22M | 0.20% | −7,077−11.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 56,706 | $2.20M | 0.02% | +583+1.0% | Added |
| Rakuten Investment Management, Inc. | 56,925 | $2.15M | 0.01% | +21,061+58.7% | Added |
| Rather & Kittrell, Inc. | 55,392 | $2.15M | 0.59% | 00.0% | Unchanged |
| Vident Advisory, LLC | 55,367 | $2.15M | 0.06% | +1,522+2.8% | Added |
| Farmers National Bank | 54,935 | $2.13M | 0.64% | +8,726+18.9% | Added |
| National Asset Management, Inc. | 54,563 | $2.12M | 0.05% | −37,103−40.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 54,428 | $2.11M | 0.02% | −31,854−36.9% | Reduced |
| CIBC World Markets Inc. | 54,071 | $2.10M | 0.01% | +11,225+26.2% | Added |
| Global Retirement Partners, LLC | 53,961 | $2.10M | 0.07% | +13,581+33.6% | Added |
| First Bank & Trust | 53,862 | $2.09M | 0.43% | +1,694+3.2% | Added |
| Vinva Investment Management Ltd | 55,275 | $2.09M | 0.11% | +4,854+9.6% | Added |
| Ossiam | 53,307 | $2.07M | 0.04% | −192,725−78.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 52,608 | $2.06M | 0.24% | −220.0% | Reduced |
| Poehling Capital Management, LLC | 52,677 | $2.05M | 0.56% | +931+1.8% | Added |
| Motley Fool Asset Management LLC | 51,992 | $2.04M | 0.14% | +12,562+31.9% | Added |
| Metis Global Partners, LLC | 52,460 | $2.04M | 0.07% | −685−1.3% | Reduced |
| IVC Wealth Advisors LLC | 52,149 | $2.03M | 1.13% | +1,688+3.3% | Added |
| Carnegie Capital Asset Management, LLC | 51,786 | $2.01M | 0.06% | +171+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 51,481 | $2.00M | 0.03% | +3,079+6.4% | Added |
| Atlantic Union Bankshares Corp | 51,455 | $2.00M | 0.12% | +10,333+25.1% | Added |
| Laurel Wealth Advisors LLC | 51,383 | $2.00M | 0.35% | −1,034−2.0% | Reduced |
| Disciplined Equity Management, Inc. | 51,290 | $1.99M | 1.31% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 50,969 | $1.98M | 0.04% | −7,265−12.5% | Reduced |
| Wright Investors Service Inc | 50,554 | $1.96M | 0.52% | −15,425−23.4% | Reduced |
| Trust Co of Toledo NA | 50,490 | $1.96M | 0.28% | +927+1.9% | Added |