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 |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 50,387 | $1.96M | 0.03% | −847−1.7% | Reduced |
| NEOS Investment Management LLC | 49,568 | $1.93M | 0.08% | +15,936+47.4% | Added |
| Arvest Trust Co N A | 49,568 | $1.93M | 0.11% | −5,116−9.4% | Reduced |
| Hancock Whitney Corp | 49,362 | $1.92M | 0.07% | −850−1.7% | Reduced |
| Signaturefd, LLC | 49,056 | $1.91M | 0.04% | +653+1.3% | Added |
| Culbertson A N & Co Inc | 48,817 | $1.90M | 0.33% | +1,504+3.2% | Added |
| Cornercap Investment Counsel Inc | 48,572 | $1.89M | 0.31% | −676−1.4% | Reduced |
| Allworth Financial LP | 44,191 | $1.87M | 0.01% | +3,418+8.4% | Added |
| SeaCrest Wealth Management, LLC | 48,193 | $1.87M | 0.21% | +232+0.5% | Added |
| Prospera Financial Services Inc | 48,183 | $1.87M | 0.05% | +381+0.8% | Added |
| Bailard, Inc. | 48,074 | $1.87M | 0.05% | +502+1.1% | Added |
| Pathway Financial Advisers, LLC | 48,121 | $1.87M | 0.67% | −38−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 47,594 | $1.85M | 0.08% | +3,483+7.9% | Added |
| Norinchukin Bank, The | 47,592 | $1.85M | 0.05% | +2,934+6.6% | Added |
| Glenmede Trust Co NA | 47,450 | $1.84M | 0.01% | −4,620−8.9% | Reduced |
| Principal Securities, Inc. | 47,046 | $1.83M | 0.05% | +2,709+6.1% | Added |
| Ahl Investment Management, Inc. | 46,312 | $1.80M | 1.32% | −16,647−26.4% | Reduced |
| Omers Administration Corp | 46,292 | $1.80M | 0.02% | +46,292 | New |
| Marco Investment Management LLC | 46,256 | $1.80M | 0.17% | −1,368−2.9% | Reduced |
| Argyle Capital Management Inc. | 45,475 | $1.77M | 0.73% | +1,125+2.5% | Added |
| Veriti Management LLC | 45,074 | $1.75M | 0.11% | +5,151+12.9% | Added |
| Hills Bank & Trust Co | 44,880 | $1.74M | 0.14% | +1,952+4.5% | Added |
| Empirical Finance, LLC | 44,840 | $1.74M | 0.11% | −3,098−6.5% | Reduced |
| Quadrature Capital Ltd | 44,798 | $1.74M | 0.03% | +44,798 | New |
| Bray Capital Advisors | 44,674 | $1.74M | 0.44% | +1,375+3.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 44,317 | $1.72M | 0.07% | +2,131+5.1% | Added |
| Tradewinds, LLC. | 44,291 | $1.72M | 0.53% | +32,688+281.7% | Added |
| Investors Research Corp | 43,479 | $1.69M | 0.39% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 43,191 | $1.68M | 0.16% | −2,505−5.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 43,159 | $1.68M | 0.11% | −856−1.9% | Reduced |
| First American Bank | 43,136 | $1.68M | 0.13% | +463+1.1% | Added |
| Apollon Wealth Management, LLC | 43,021 | $1.67M | 0.05% | −2,438−5.4% | Reduced |
| Colony Group, LLC | 42,990 | $1.67M | 0.01% | +31,245+266.0% | Added |
| J. Safra Sarasin Holding AG | 42,850 | $1.66M | 0.03% | +42,850 | New |
| Gratus Capital LLC | 42,766 | $1.66M | 0.07% | +348+0.8% | Added |
| Marotta Asset Management | 42,248 | $1.66M | 0.34% | +230+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 42,583 | $1.65M | 0.04% | +261+0.6% | Added |
| United Capital Financial Advisers, LLC | 42,453 | $1.65M | 0.01% | −50,199−54.2% | Reduced |
| Arvest Investments, Inc. | 42,176 | $1.64M | 0.26% | −1,974−4.5% | Reduced |
| Heritage Wealth Advisors | 41,830 | $1.63M | 0.07% | −955−2.2% | Reduced |
| Ballast, Inc. | 41,641 | $1.62M | 0.50% | +840+2.1% | Added |
| GHP Investment Advisors, Inc. | 41,106 | $1.60M | 0.08% | −952−2.3% | Reduced |
| Kinneret Advisory, LLC | 40,807 | $1.59M | 0.15% | +3,518+9.4% | Added |
| FinTrust Capital Advisors, LLC | 40,732 | $1.58M | 0.30% | −11,354−21.8% | Reduced |
| Argent Advisors, Inc. | 40,729 | $1.58M | 0.63% | −2,657−6.1% | Reduced |
| Citizens & Northern Corp | 40,606 | $1.58M | 0.49% | −1,407−3.3% | Reduced |
| Assetmark, Inc | 40,191 | $1.56M | 0.00% | +1,547+4.0% | Added |
| NBC Securities, Inc. | 40,197 | $1.56M | 0.14% | −1,181−2.9% | Reduced |
| Heritage Trust Co | 39,912 | $1.55M | 0.20% | +2,748+7.4% | Added |
| Fiduciary Family Office, LLC | 39,878 | $1.55M | 0.61% | +411+1.0% | Added |
| Glass Wealth Management Co LLC | 39,870 | $1.55M | 0.91% | +15,275+62.1% | Added |
| Capital Investment Advisors, LLC | 39,828 | $1.55M | 0.03% | +153+0.4% | Added |
| Bahl & Gaynor Inc | 39,725 | $1.54M | 0.01% | −1,715−4.1% | Reduced |
| IFG Advisory, LLC | 39,698 | $1.54M | 0.10% | +2,308+6.2% | Added |
| Icon Advisers Inc | 39,100 | $1.53M | 0.35% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 39,470 | $1.53M | 1.45% | +2,424+6.5% | Added |
| River Wealth Advisors LLC | 39,328 | $1.53M | 0.22% | −9,415−19.3% | Reduced |
| Norris Financial Group, LLC | 39,150 | $1.52M | 0.79% | −1,088−2.7% | Reduced |
| RKL Wealth Management LLC | 39,131 | $1.52M | 0.15% | +1,119+2.9% | Added |
| Ieq Capital, LLC | 39,125 | $1.52M | 0.02% | +5,817+17.5% | Added |
| CAPROCK Group, Inc. | 39,069 | $1.52M | 0.06% | +7,186+22.5% | Added |
| Ostrum Asset Management | 38,952 | $1.51M | 0.13% | −2,353−5.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 38,877 | $1.51M | 0.47% | +160.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 38,755 | $1.51M | 0.39% | +2,237+6.1% | Added |
| We Are One Seven, LLC | 38,679 | $1.50M | 0.07% | +5,015+14.9% | Added |
| Financial Partners Group, LLC | 38,553 | $1.50M | 0.58% | +960+2.6% | Added |
| Atria Wealth Solutions, Inc. | 38,394 | $1.49M | 0.02% | −1,730−4.3% | Reduced |
| Patten Group, Inc. | 37,947 | $1.47M | 0.35% | −1,939−4.9% | Reduced |
| Mutual Advisors, LLC | 33,110 | $1.47M | 0.04% | +979+3.0% | Added |
| Wealth Alliance | 37,842 | $1.47M | 0.19% | +1,334+3.7% | Added |
| Ronald Blue Trust, Inc. | 37,713 | $1.47M | 0.02% | +1,452+4.0% | Added |
| CWM, LLC | 37,765 | $1.47M | 0.01% | −3,529−8.5% | Reduced |
| United Services Automobile Association | 37,523 | $1.46M | 0.04% | −2,794−6.9% | Reduced |
| Physicians Financial Services, Inc. | 37,435 | $1.45M | 0.47% | +608+1.7% | Added |
| Sompo Asset Management Co., Ltd. | 37,170 | $1.44M | 0.24% | −5,130−12.1% | Reduced |
| St. Johns Investment Management Company, LLC | 36,999 | $1.44M | 0.68% | +661+1.8% | Added |
| Paradigm Asset Management Co LLC | 36,883 | $1.43M | 0.40% | +35,800+3,305.6% | Added |
| Bayesian Capital Management, LP | 36,828 | $1.43M | 0.16% | −61,200−62.4% | Reduced |
| Lido Advisors, LLC | 36,746 | $1.43M | 0.01% | +10,890+42.1% | Added |
| ING Groep NV | 36,613 | $1.42M | 0.01% | −2,666−6.8% | Reduced |
| Diamant Asset Management, Inc. | 36,511 | $1.42M | 0.95% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 36,373 | $1.41M | 0.11% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 36,179 | $1.41M | 0.42% | +1,659+4.8% | Added |
| Park Avenue Securities LLC | 36,136 | $1.40M | 0.02% | +1,181+3.4% | Added |
| Sequoia Financial Advisors, LLC | 36,015 | $1.40M | 0.02% | +1,421+4.1% | Added |
| Raleigh Capital Management Inc. | 35,799 | $1.39M | 0.59% | −2,229−5.9% | Reduced |
| Arcus Capital Partners, LLC | 35,526 | $1.38M | 0.53% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 35,347 | $1.37M | 0.54% | −7,502−17.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 35,043 | $1.36M | 0.79% | +35,043 | New |
| Silvercrest Asset Management Group LLC | 35,006 | $1.36M | 0.01% | +150+0.4% | Added |
| Bleakley Financial Group, LLC | 34,727 | $1.35M | 0.04% | +825+2.4% | Added |
| Simplicity Wealth,LLC | 34,678 | $1.35M | 0.03% | +980+2.9% | Added |
| Trust Co of Vermont | 34,574 | $1.34M | 0.07% | −3,988−10.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 34,525 | $1.34M | 0.24% | −1,086−3.0% | Reduced |
| Canandaigua National Bank & Trust Co | 34,231 | $1.33M | 0.14% | −1,678−4.7% | Reduced |
| Jacobi Capital Management LLC | 33,914 | $1.32M | 0.11% | +2,076+6.5% | Added |
| Independence Bank of Kentucky | 33,698 | $1.31M | 0.35% | −44−0.1% | Reduced |
| MCF Advisors LLC | 33,589 | $1.30M | 0.10% | −146−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 33,445 | $1.30M | 0.06% | −3,048−8.4% | Reduced |
| New England Research & Management, Inc. | 33,024 | $1.28M | 0.62% | −1,026−3.0% | Reduced |