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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 21,223 | $824.5K | 0.01% | −19,142−47.4% | Reduced |
| AlphaStar Capital Management, LLC | 21,099 | $819.7K | 0.08% | −172−0.8% | Reduced |
| Park Circle Co | 20,930 | $813.1K | 0.80% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20,810 | $808.5K | 0.01% | −4,488−17.7% | Reduced |
| Fort Sheridan Advisors LLC | 20,799 | $808.0K | 0.13% | −1,483−6.7% | Reduced |
| First Horizon Advisors, Inc. | 20,760 | $806.6K | 0.02% | +595+3.0% | Added |
| Cravens & Co Advisors, LLC | 20,706 | $804.4K | 0.60% | +10.0% | Added |
| Valeo Financial Advisors, LLC | 20,665 | $802.9K | 0.03% | −2,078−9.1% | Reduced |
| Cornerstone Advisors, LLC | 20,600 | $800.3K | 0.03% | −30,500−59.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 20,576 | $799.4K | 0.07% | +8,626+72.2% | Added |
| Engineers Gate Manager LP | 20,550 | $798.4K | 0.02% | −76,457−78.8% | Reduced |
| Aptus Capital Advisors, LLC | 20,533 | $797.7K | 0.02% | −29,996−59.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,416 | $793.2K | 0.05% | −2,322−10.2% | Reduced |
| Cornerstone Advisory, LLC | 20,354 | $790.8K | 0.11% | +708+3.6% | Added |
| LVW Advisors, LLC | 20,173 | $783.7K | 0.12% | −1,489−6.9% | Reduced |
| Midland Wealth Advisors LLC | 20,083 | $780.2K | 0.05% | −1,971−8.9% | Reduced |
| Leavell Investment Management, Inc. | 19,917 | $774.0K | 0.04% | −2,289−10.3% | Reduced |
| Siemens Fonds Invest GmbH | 19,906 | $773.3K | 0.06% | +432+2.2% | Added |
| Trust Investment Advisors | 19,903 | $773.2K | 0.49% | +872+4.6% | Added |
| Fee-Only Financial Planning, L.C. | 19,882 | $772.4K | 0.52% | −132−0.7% | Reduced |
| Lebenthal Global Advisors, LLC | 19,744 | $767.1K | 0.17% | −18−0.1% | Reduced |
| Impact Partnership Wealth, LLC | 19,572 | $760.4K | 0.20% | +2,175+12.5% | Added |
| HF Advisory Group, LLC | 19,489 | $757.1K | 0.39% | +8,934+84.6% | Added |
| Sigma Planning Corp | 19,361 | $752.2K | 0.02% | +3,885+25.1% | Added |
| Trust Co of Virginia | 19,358 | $752.1K | 0.07% | +200+1.0% | Added |
| Nomura Holdings Inc | 19,358 | $752.1K | 0.00% | +8,710+81.8% | Added |
| Pitcairn Co | 19,255 | $748.1K | 0.05% | +694+3.7% | Added |
| Icon Wealth Advisors, LLC | 16,696 | $746.2K | 0.07% | −165−1.0% | Reduced |
| Elevated Capital Advisors, LLC | 19,205 | $746.1K | 0.21% | +19,205 | New |
| Umb Bank N A | 19,035 | $739.5K | 0.01% | −338−1.7% | Reduced |
| Farmers & Merchants Investments Inc | 19,021 | $739.0K | 0.02% | −1,009−5.0% | Reduced |
| Financial Advocates Investment Management | 18,980 | $737.4K | 0.05% | −727−3.7% | Reduced |
| Todd Asset Management LLC | 18,927 | $735.3K | 0.02% | +67+0.4% | Added |
| Invst, LLC | 18,730 | $735.2K | 0.08% | −874−4.5% | Reduced |
| American Trust | 18,904 | $734.4K | 0.06% | 00.0% | Unchanged |
| RMR Wealth Builders | 18,841 | $732.0K | 0.08% | 00.0% | Unchanged |
| GAMMA Investing LLC | 18,736 | $727.9K | 0.10% | +10,403+124.8% | Added |
| TCW Group Inc | 18,665 | $725.1K | 0.01% | +719+4.0% | Added |
| CSS LLC | 18,618 | $723.3K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 18,593 | $722.3K | 0.02% | +274+1.5% | Added |
| Provident Investment Management, Inc. | 18,530 | $719.9K | 0.07% | +3,810+25.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 18,435 | $716.2K | 0.16% | −570−3.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 18,371 | $713.7K | 0.04% | +5,021+37.6% | Added |
| Maven Securities LTD | 18,363 | $713.4K | 0.11% | +18,363 | New |
| Hilltop Holdings Inc. | 18,261 | $709.4K | 0.08% | −2,516−12.1% | Reduced |
| Sheets Smith Wealth Management | 18,089 | $702.8K | 0.08% | −68−0.4% | Reduced |
| Brown Brothers Harriman & Co | 18,083 | $702.5K | 0.01% | −423−2.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 18,055 | $701.4K | 0.27% | +18,055 | New |
| David Loasby | 17,813 | $699.3K | 0.07% | +4,260+31.4% | Added |
| Douglass Winthrop Advisors, LLC | 17,916 | $696.0K | 0.01% | +391+2.2% | Added |
| Financial Management Network Inc | 18,207 | $695.9K | 0.17% | +18,207 | New |
| Whittier Trust Co | 17,848 | $693.2K | 0.01% | −5,523−23.6% | Reduced |
| Menard Financial Group LLC | 17,823 | $692.4K | 0.49% | +9,663+118.4% | Added |
| Moneta Group Investment Advisors LLC | 17,771 | $690.4K | 0.01% | −2,436−12.1% | Reduced |
| Brady Family Wealth, LLC | 17,657 | $686.0K | 0.22% | +3,298+23.0% | Added |
| MAI Capital Management | 17,537 | $681.3K | 0.01% | +542+3.2% | Added |
| Cunning Capital Partners, LP | 17,500 | $680.0K | 0.39% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 17,500 | $679.9K | 0.40% | −6,500−27.1% | Reduced |
| Ignite Planners, LLC | 17,786 | $679.8K | 0.17% | −797−4.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 17,416 | $676.6K | 0.05% | −689−3.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 17,364 | $674.6K | 0.19% | −7,022−28.8% | Reduced |
| Leisure Capital Management | 17,346 | $673.9K | 0.31% | −190−1.1% | Reduced |
| Tower Bridge Advisors | 17,290 | $671.7K | 0.07% | −76,104−81.5% | Reduced |
| Canal Capital Management, LLC | 17,272 | $671.0K | 0.11% | +52+0.3% | Added |
| Essex Financial Services, Inc. | 15,946 | $670.2K | 0.05% | +1,120+7.6% | Added |
| Eastover Investment Advisors LLC | 16,920 | $669.4K | 0.32% | 00.0% | Unchanged |
| AlTi Global, Inc. | 17,203 | $668.3K | 0.02% | −2,640−13.3% | Reduced |
| GTS Securities LLC | 17,127 | $665.4K | 0.01% | +17,127 | New |
| Badgley Phelps Wealth Managers, LLC | 17,043 | $662.1K | 0.02% | +243+1.4% | Added |
| Gabelli Funds LLC | 17,000 | $660.5K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16,915 | $657.1K | 0.10% | −1,075−6.0% | Reduced |
| Rossmore Private Capital | 16,817 | $653.3K | 0.09% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 17,247 | $652.6K | 0.01% | −1,041−5.7% | Reduced |
| Woodard & Co Asset Management Group Inc | 16,788 | $652.2K | 0.16% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 16,627 | $646.0K | 0.58% | +55+0.3% | Added |
| Resources Management Corp | 16,600 | $645.0K | 0.09% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 16,590 | $644.5K | 0.05% | −278−1.6% | Reduced |
| Buckingham Strategic Partners | 16,587 | $644.4K | 0.02% | −4,714−22.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,575 | $643.9K | 0.05% | +180+1.1% | Added |
| Northwest & Ethical Investments L.P. | 16,500 | $641.0K | 0.02% | −7,225−30.5% | Reduced |
| Franklin Street Advisors Inc | 16,489 | $641.0K | 0.05% | +518+3.2% | Added |
| Busey Wealth Management | 16,489 | $640.6K | 0.02% | −500−2.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 16,483 | $640.4K | 0.02% | +9,577+138.7% | Added |
| Mayfair Advisory Group, LLC | 15,792 | $639.7K | 0.43% | −650−4.0% | Reduced |
| HM Payson & Co | 16,345 | $635.0K | 0.01% | +433+2.7% | Added |
| Dudley Capital Management, LLC | 16,328 | $634.3K | 0.36% | −154−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 16,143 | $627.2K | 0.03% | +218+1.4% | Added |
| Reuter James Wealth Management, LLC | 16,097 | $625.4K | 0.46% | −615−3.7% | Reduced |
| Register Financial Advisors LLC | 16,008 | $621.9K | 0.31% | −1,036−6.1% | Reduced |
| Sumitomo Life Insurance Co | 15,955 | $619.9K | 0.01% | −1,857−10.4% | Reduced |
| North Star Investment Management Corp. | 15,893 | $617.4K | 0.05% | −527−3.2% | Reduced |
| FLC Capital Advisors | 15,849 | $615.7K | 0.15% | 00.0% | Unchanged |
| Trust Asset Management LLC | 15,787 | $613.3K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 15,693 | $609.7K | 0.04% | +874+5.9% | Added |
| PGGM Investments | 15,679 | $609.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 15,634 | $607.4K | 0.20% | −150−1.0% | Reduced |
| Strategic Advisors LLC | 15,600 | $606.1K | 0.12% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 15,547 | $604.0K | 0.00% | +10.0% | Added |
| Private Trust Co NA | 15,521 | $603.0K | 0.06% | −2,166−12.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 15,500 | $602.2K | 0.09% | 00.0% | Unchanged |