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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 15,500 | $602.2K | 0.07% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 15,437 | $599.7K | 0.09% | −39−0.3% | Reduced |
| Smartleaf Asset Management LLC | 15,843 | $599.5K | 0.10% | +3,281+26.1% | Added |
| City Holding Co | 15,427 | $599.2K | 0.09% | −4,355−22.0% | Reduced |
| Delta Accumulation, LLC | 15,330 | $595.6K | 3.33% | +60.0% | Added |
| Versor Investments LP | 15,300 | $594.4K | 0.11% | +900+6.3% | Added |
| Wealth Quarterback LLC | 15,238 | $592.0K | 0.34% | −2,595−14.6% | Reduced |
| Aspire Private Capital, LLC | 15,232 | $591.8K | 0.15% | +1,629+12.0% | Added |
| Beacon Investment Advisors LLC | 15,125 | $587.6K | 0.30% | +6,071+67.1% | Added |
| Fifth Third Wealth Advisors LLC | 15,104 | $586.8K | 0.04% | +15,104 | New |
| Outfitter Financial LLC | 15,077 | $585.7K | 0.49% | −2,560−14.5% | Reduced |
| iA Global Asset Management Inc. | 15,052 | $585.0K | 0.01% | +15,052 | New |
| PFG Investments, LLC | 14,958 | $581.1K | 0.04% | +174+1.2% | Added |
| Galvin, Gaustad & Stein, LLC | 14,905 | $579.1K | 0.05% | −12,391−45.4% | Reduced |
| Aull & Monroe Investment Management Corp | 14,843 | $576.7K | 0.28% | −200−1.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,721 | $571.9K | 0.33% | −56−0.4% | Reduced |
| Community Trust & Investment Co | 14,671 | $570.0K | 0.04% | +496+3.5% | Added |
| Montag & Caldwell, LLC | 14,562 | $565.7K | 0.11% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 14,548 | $565.2K | 0.01% | +300+2.1% | Added |
| Beese Fulmer Investment Management, Inc. | 14,534 | $564.6K | 0.05% | −95,839−86.8% | Reduced |
| Smith & Howard Wealth Management, LLC | 14,486 | $562.8K | 0.17% | +14,486 | New |
| Intech Investment Management LLC | 14,415 | $560.0K | 0.01% | +5,585+63.3% | Added |
| Waterloo Capital, L.P. | 14,412 | $559.9K | 0.07% | +1,225+9.3% | Added |
| Hamilton Capital Partners Inc. | 14,400 | $559.4K | 0.06% | +1,800+14.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,339 | $557.1K | 0.08% | +275+2.0% | Added |
| Fiduciary Group LLC | 14,329 | $556.7K | 0.06% | −711−4.7% | Reduced |
| Insigneo Advisory Services, LLC | 13,461 | $554.3K | 0.06% | −912−6.3% | Reduced |
| Evergreen Capital Management LLC | 14,228 | $552.8K | 0.02% | +1,063+8.1% | Added |
| Vaughan David Investments LLC | 14,210 | $552.0K | 0.01% | −1,642−10.4% | Reduced |
| Summit Trail Advisors, LLC | 14,148 | $549.7K | 0.01% | +4,037+39.9% | Added |
| Live Oak Private Wealth LLC | 14,104 | $547.9K | 0.09% | +2,745+24.2% | Added |
| Ameritas Investment Partners, Inc. | 14,081 | $547.0K | 0.02% | −346−2.4% | Reduced |
| Prosperity Wealth Management, Inc. | 14,024 | $544.8K | 0.27% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,955 | $542.0K | 0.10% | −112−0.8% | Reduced |
| Hilltop National Bank | 13,942 | $541.6K | 0.17% | +60.0% | Added |
| Premier Path Wealth Partners, LLC | 13,869 | $538.8K | 0.09% | +2,038+17.2% | Added |
| Proequities, Inc. | 13,816 | $536.8K | 0.03% | +528+4.0% | Added |
| Guardian Wealth Advisors, LLC | 13,798 | $536.1K | 0.06% | −31,583−69.6% | Reduced |
| Eqis Capital Management, Inc. | 13,770 | $535.0K | 0.04% | +591+4.5% | Added |
| MainStreet Investment Advisors LLC | 13,765 | $534.8K | 0.07% | −67,494−83.1% | Reduced |
| Cobblestone Capital Advisors LLC | 13,706 | $532.5K | 0.03% | +222+1.6% | Added |
| Partners in Financial Planning | 13,641 | $530.0K | 0.12% | +30+0.2% | Added |
| Aigen Investment Management, LP | 13,622 | $529.2K | 0.10% | +13,622 | New |
| Pinnacle Holdings, LLC | 13,520 | $525.3K | 0.21% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 13,518 | $525.0K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 13,480 | $523.7K | 0.05% | −35−0.3% | Reduced |
| Naples Global Advisors, LLC | 13,460 | $522.9K | 0.05% | −30.0% | Reduced |
| NBT Bank N A | 13,414 | $521.1K | 0.04% | +1,801+15.5% | Added |
| Archer Investment Corp | 13,409 | $521.0K | 0.15% | +1,831+15.8% | Added |
| Chemung Canal Trust Co | 13,404 | $520.7K | 0.10% | +81+0.6% | Added |
| Transatlantique Private Wealth LLC | 13,279 | $518.3K | 0.21% | −1,323−9.1% | Reduced |
| CNB Bank | 13,308 | $517.0K | 0.25% | −15,792−54.3% | Reduced |
| Crawford Investment Counsel Inc | 13,267 | $515.4K | 0.01% | +1,489+12.6% | Added |
| Keel Point, LLC | 12,362 | $515.4K | 0.05% | +287+2.4% | Added |
| Fullerton Fund Management Co Ltd. | 13,241 | $514.4K | 0.02% | +2,421+22.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,139 | $510.4K | 0.12% | −245−1.8% | Reduced |
| Ransom Advisory, Ltd | 13,124 | $509.9K | 0.26% | −1,712−11.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $509.8K | 0.16% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 13,077 | $508.0K | 0.12% | +632+5.1% | Added |
| Wealth Alliance Advisory Group, LLC | 13,011 | $505.5K | 0.11% | 00.0% | Unchanged |
| Avalon Trust Co | 13,000 | $505.1K | 0.04% | 00.0% | Unchanged |
| Teza Capital Management LLC | 12,971 | $503.9K | 0.06% | −13,540−51.1% | Reduced |
| Chilton Investment Co LLC | 12,950 | $503.1K | 0.01% | 00.0% | Unchanged |
| X-Square Capital, LLC | 12,934 | $502.0K | 0.23% | −55−0.4% | Reduced |
| Readystate Asset Management LP | 12,796 | $497.1K | 0.02% | +12,796 | New |
| Bard Financial Services, Inc. | 12,700 | $493.4K | 0.05% | −500−3.8% | Reduced |
| Centaurus Financial, Inc. | 12,609 | $490.0K | 0.03% | +163+1.3% | Added |
| Dorsey & Whitney Trust CO LLC | 12,603 | $489.6K | 0.03% | −403−3.1% | Reduced |
| Applied Finance Capital Management, LLC | 12,567 | $488.2K | 0.02% | +2,359+23.1% | Added |
| Uncommon Cents Investing LLC | 12,540 | $487.2K | 0.15% | +1,345+12.0% | Added |
| Sowell Financial Services LLC | 12,407 | $482.0K | 0.02% | +12,407 | New |
| Driehaus Capital Management LLC | 12,312 | $478.3K | 0.00% | −5,864−32.3% | Reduced |
| Greenleaf Trust | 12,304 | $478.0K | 0.00% | +809+7.0% | Added |
| Texas Yale Capital Corp. | 12,248 | $475.8K | 0.02% | +130+1.1% | Added |
| Koshinski Asset Management, Inc. | 12,172 | $473.6K | 0.04% | +820+7.2% | Added |
| Equitable Holdings, Inc. | 12,155 | $472.2K | 0.00% | +2,302+23.4% | Added |
| Pensionmark Financial Group, LLC | 12,131 | $471.3K | 0.03% | +12,131 | New |
| Cidel Asset Management Inc | 12,123 | $471.0K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 12,120 | $470.9K | 0.15% | −3,348−21.6% | Reduced |
| Atomi Financial Group, Inc. | 12,114 | $470.6K | 0.03% | +3,246+36.6% | Added |
| Select Asset Management & Trust | 12,097 | $470.0K | 0.19% | −12,875−51.6% | Reduced |
| Washington Capital Management Inc | 12,000 | $466.2K | 0.39% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 11,982 | $465.5K | 0.02% | +1,110+10.2% | Added |
| Exencial Wealth Advisors, LLC | 11,957 | $464.5K | 0.02% | −396−3.2% | Reduced |
| Intrust Bank NA | 11,945 | $464.1K | 0.05% | −946−7.3% | Reduced |
| Geneos Wealth Management Inc. | 11,919 | $463.0K | 0.02% | +24+0.2% | Added |
| Hazlett, Burt & Watson, Inc. | 11,917 | $462.0K | 0.24% | −556−4.5% | Reduced |
| Westhampton Capital, LLC | 11,870 | $461.1K | 0.25% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 11,864 | $460.9K | 0.12% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11,723 | $455.4K | 0.11% | +81+0.7% | Added |
| Montchanin Asset Management, LLC | 11,690 | $454.0K | 0.43% | −285−2.4% | Reduced |
| Sculati Wealth Management, LLC | 11,659 | $453.0K | 0.19% | 00.0% | Unchanged |
| Haverford Trust Co | 11,631 | $451.9K | 0.00% | +2,444+26.6% | Added |
| Klingman & Associates, LLC | 11,547 | $448.6K | 0.03% | +290+2.6% | Added |
| Ellevest, Inc. | 11,543 | $448.4K | 0.03% | −1,132−8.9% | Reduced |
| First Manhattan Co | 11,520 | $447.6K | 0.00% | +720+6.7% | Added |
| Boltwood Capital Management | 11,510 | $447.2K | 0.14% | −50.0% | Reduced |
| Golden State Equity Partners | 11,491 | $446.4K | 0.09% | +11,491 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,470 | $445.6K | 0.00% | +89+0.8% | Added |
| Farmers Trust Co | 11,402 | $443.0K | 0.09% | −288−2.5% | Reduced |