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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 32,353 | $1.26M | 0.06% | +570+1.8% | Added |
| Resources Investment Advisors, LLC. | 32,334 | $1.26M | 0.02% | +3,829+13.4% | Added |
| Davis Investment Partners, LLC | 31,008 | $1.26M | 0.52% | −500−1.6% | Reduced |
| Walleye Capital LLC | 32,273 | $1.25M | 0.01% | −80,369−71.3% | Reduced |
| Applied Capital LLC | 31,884 | $1.24M | 1.08% | +1,180+3.8% | Added |
| Quadcap Wealth Management, LLC | 31,682 | $1.23M | 0.22% | −2,429−7.1% | Reduced |
| Nicolet Bankshares Inc | 31,539 | $1.23M | 0.30% | −295−0.9% | Reduced |
| Octavia Wealth Advisors, LLC | 31,483 | $1.22M | 0.17% | +10,419+49.5% | Added |
| Blair William & Co | 30,609 | $1.19M | 0.00% | −4,448−12.7% | Reduced |
| Foundations Investment Advisors, LLC | 30,546 | $1.19M | 0.03% | −280−0.9% | Reduced |
| Taylor Financial Group, Inc. | 30,508 | $1.19M | 0.91% | −94−0.3% | Reduced |
| BCS Wealth Management | 30,425 | $1.18M | 0.58% | −129−0.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 30,212 | $1.17M | 0.10% | +394+1.3% | Added |
| Welch & Forbes LLC | 30,153 | $1.17M | 0.02% | −9,534−24.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 30,138 | $1.17M | 0.75% | −5,663−15.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 29,379 | $1.14M | 0.28% | +23,812+427.7% | Added |
| Merit Financial Group, LLC | 29,255 | $1.14M | 0.03% | +5,199+21.6% | Added |
| V-Square Quantitative Management LLC | 29,154 | $1.13M | 0.18% | +1,107+3.9% | Added |
| Bank Ozk | 29,152 | $1.13M | 0.49% | −1,632−5.3% | Reduced |
| Acadian Asset Management LLC | 28,636 | $1.11M | 0.00% | +28,636 | New |
| Voya Financial Advisors, Inc. | 29,206 | $1.11M | 0.12% | +320+1.1% | Added |
| Landscape Capital Management, L.L.C. | 28,362 | $1.10M | 0.09% | +28,362 | New |
| Frank, Rimerman Advisors LLC | 28,294 | $1.10M | 0.08% | +28,241+53,284.9% | Added |
| Ally Financial Inc. | 28,000 | $1.09M | 0.13% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 27,867 | $1.08M | 0.32% | −29−0.1% | Reduced |
| Old North State Trust, LLC | 27,727 | $1.08M | 0.93% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 27,646 | $1.07M | 0.01% | −2,221−7.4% | Reduced |
| William B. Walkup & Associates, Inc. | 27,429 | $1.07M | 0.70% | +27,429 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 27,369 | $1.06M | 0.42% | +3,162+13.1% | Added |
| Dividend Assets Capital, LLC | 27,364 | $1.06M | 0.22% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 27,058 | $1.05M | 0.07% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 27,033 | $1.05M | 0.26% | +700+2.7% | Added |
| Patton Albertson Miller Group, LLC | 26,996 | $1.05M | 0.15% | −2,333−8.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 26,915 | $1.05M | 0.06% | +90.0% | Added |
| Gunn & Co Investment Management, Inc. | 26,915 | $1.05M | 0.06% | +26,915 | New |
| Linden Thomas Advisory Services, LLC | 26,781 | $1.04M | 0.16% | +39+0.1% | Added |
| WealthShield Partners, LLC | 26,740 | $1.04M | 0.16% | −3,911−12.8% | Reduced |
| Boston Private Wealth LLC | 26,580 | $1.03M | 0.03% | −799−2.9% | Reduced |
| Meeder Advisory Services, Inc. | 26,570 | $1.03M | 0.07% | +7,778+41.4% | Added |
| United Bank | 26,377 | $1.02M | 0.13% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 0 | $1.02M | 0.24% | −26,374−100.0% | Reduced |
| La Banque Postale Asset Management SA | 26,163 | $1.02M | 0.04% | +54+0.2% | Added |
| Impax Asset Management Group plc | 26,000 | $1.01M | 0.00% | +9,000+52.9% | Added |
| Abundance Wealth Counselors | 25,995 | $1.01M | 0.46% | +25,995 | New |
| Groupama Asset Managment | 25,949 | $1.01M | 0.02% | +15,327+144.3% | Added |
| Teacher Retirement System of Texas | 25,955 | $1.01M | 0.01% | −7,967−23.5% | Reduced |
| HighPoint Advisor Group LLC | 22,404 | $1.01M | 0.06% | +680+3.1% | Added |
| RBF Capital, LLC | 25,900 | $1.01M | 0.06% | 00.0% | Unchanged |
| Madden Securities Corp | 25,750 | $1.00M | 0.44% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 25,300 | $982.9K | 0.01% | −5,996−19.2% | Reduced |
| Tiaa Trust, National Association | 25,279 | $982.1K | 0.00% | +203+0.8% | Added |
| Jefferies Financial Group Inc. | 25,000 | $971.3K | 0.02% | +25,000 | New |
| Symphony Financial, Ltd. Co. | 24,746 | $966.0K | 0.18% | +24,746 | New |
| Wealthspire Advisors, LLC | 24,742 | $961.2K | 0.01% | −1,506−5.7% | Reduced |
| Bridges Investment Management Inc | 24,650 | $957.7K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 24,649 | $957.6K | 0.02% | +751+3.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 24,422 | $948.8K | 0.90% | −491−2.0% | Reduced |
| Trust Co of the South | 24,353 | $946.1K | 0.22% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 24,311 | $944.5K | 0.13% | +616+2.6% | Added |
| RFP Financial Group LLC | 24,265 | $942.7K | 0.35% | −67−0.3% | Reduced |
| Brighton Jones LLC | 24,263 | $942.6K | 0.03% | +139+0.6% | Added |
| Horizon Investments, LLC | 24,556 | $942.2K | 0.03% | +86+0.4% | Added |
| Moody National Bank Trust Division | 24,141 | $937.9K | 0.07% | −1,111−4.4% | Reduced |
| Integrated Wealth Concepts LLC | 24,088 | $935.8K | 0.01% | −1,410−5.5% | Reduced |
| BKD Wealth Advisors, LLC | 23,971 | $931.3K | 0.02% | −2,268−8.6% | Reduced |
| Glenview Trust Co | 23,827 | $925.7K | 0.02% | −121−0.5% | Reduced |
| Lakeview Capital Partners, LLC | 23,718 | $924.5K | 0.15% | 00.0% | Unchanged |
| First County Bank | 23,742 | $922.4K | 0.47% | −2,657−10.1% | Reduced |
| Vestcor Inc | 23,727 | $922.0K | 0.03% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 23,457 | $911.3K | 0.12% | +114+0.5% | Added |
| Intrua Financial, LLC | 23,266 | $903.9K | 0.15% | −3,880−14.3% | Reduced |
| Snowden Capital Advisors LLC | 23,249 | $903.2K | 0.03% | +287+1.2% | Added |
| Sound View Wealth Advisors Group, LLC | 23,217 | $902.0K | 0.09% | −1,569−6.3% | Reduced |
| Widmann Financial Services, Inc. | 23,183 | $900.7K | 0.73% | −220−0.9% | Reduced |
| KG&L Capital Management,LLC | 22,929 | $890.8K | 0.31% | −1,990−8.0% | Reduced |
| Wetherby Asset Management Inc | 22,775 | $884.8K | 0.04% | −627−2.7% | Reduced |
| Profund Advisors LLC | 22,771 | $884.7K | 0.03% | −1,044−4.4% | Reduced |
| Spire Wealth Management | 22,770 | $884.6K | 0.03% | −13,937−38.0% | Reduced |
| DoubleLine ETF Adviser LP | 22,760 | $884.2K | 0.23% | −1,011−4.3% | Reduced |
| Salomon & Ludwin, LLC | 22,652 | $880.0K | 0.10% | −8,211−26.6% | Reduced |
| Gratus Wealth Advisors, LLC | 20,730 | $879.2K | 0.15% | −8,643−29.4% | Reduced |
| Financial Security Advisor, Inc. | 22,539 | $875.6K | 0.29% | −12,744−36.1% | Reduced |
| South State Corp. | 22,457 | $872.5K | 0.06% | −537−2.3% | Reduced |
| Bank & Trust Co | 22,429 | $871.4K | 0.74% | +22,429 | New |
| Northwest Bank & Trust Co | 22,430 | $871.1K | 0.73% | +1,369+6.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 22,405 | $870.4K | 0.41% | +490+2.2% | Added |
| Monument Capital Management | 22,304 | $866.5K | 0.25% | 00.0% | Unchanged |
| Certified Advisory Corp | 22,255 | $864.6K | 0.11% | +72+0.3% | Added |
| Plimoth Trust Co LLC | 22,202 | $862.5K | 0.23% | −746−3.3% | Reduced |
| Marino, Stram & Associates LLC | 22,084 | $858.0K | 0.21% | −20−0.1% | Reduced |
| RFG Advisory, LLC | 22,008 | $855.0K | 0.03% | −5,610−20.3% | Reduced |
| Hennessy Advisors Inc | 22,000 | $854.7K | 0.03% | +7,000+46.7% | Added |
| Vontobel Holding Ltd. | 21,891 | $850.5K | 0.00% | −1,030−4.5% | Reduced |
| Capital Asset Advisory Services LLC | 21,740 | $845.9K | 0.05% | +57+0.3% | Added |
| Capital Management Associates | 21,674 | $842.0K | 1.00% | −293−1.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 21,666 | $841.7K | 0.21% | +21,666 | New |
| Penobscot Investment Management Company, Inc. | 42,350 | $840.6K | 0.08% | +42,350 | New |
| Staley Capital Advisers Inc | 21,500 | $835.3K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 21,453 | $833.4K | 0.10% | +21,453 | New |
| Carson Advisory Inc. | 21,278 | $826.6K | 0.58% | −700−3.2% | Reduced |