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Livermore
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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.

Other share classesTFC.PITFC.POTFC.PR

13F holders, Q3 2024

Institutional positions in Truist Financial Corp as of Sep 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
1,480
+70 vs. Q2 2024
Shares held
963.2M
+90.7M (+10.4%) vs. Q2 2024
Total value
$41.2B
+$7.29B (+21.5%) vs. Q2 2024
New holders
151
549 more added
Sold out
81
570 more reduced

14 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,480 institutions
Q1 2021: 1,376 institutionsQ2 2021: 1,353 institutionsQ3 2021: 1,387 institutionsQ4 2021: 1,488 institutionsQ1 2022: 1,508 institutionsQ2 2022: 1,449 institutionsQ3 2022: 1,427 institutionsQ4 2022: 1,491 institutionsQ1 2023: 1,399 institutionsQ2 2023: 1,311 institutionsQ3 2023: 1,272 institutionsQ4 2023: 1,399 institutionsQ1 2024: 1,423 institutionsQ2 2024: 1,424 institutionsQ3 2024: 1,480 institutionsQ4 2024: 1,569 institutionsQ1 2025: 1,558 institutionsQ2 2025: 1,549 institutionsQ3 2025: 1,562 institutionsQ4 2025: 1,669 institutionsQ1 2026: 1,648 institutionsQ2 2026: 1,707 institutions
Value heldQ3 2024: $41.2B
Q1 2021: $57.3BQ2 2021: $53.5BQ3 2021: $57.2BQ4 2021: $56.9BQ1 2022: $55.6BQ2 2022: $46.4BQ3 2022: $42.6BQ4 2022: $42.2BQ1 2023: $33.1BQ2 2023: $29.2BQ3 2023: $26.7BQ4 2023: $35.2BQ1 2024: $36.9BQ2 2024: $37.8BQ3 2024: $41.2BQ4 2024: $42.1BQ1 2025: $40.1BQ2 2025: $41.3BQ3 2025: $43.3BQ4 2025: $47.2BQ1 2026: $42.7BQ2 2026: $46.7B
Institutions holding TFC and their total value by quarter
QuarterHoldersValue
Q2 20261,707$46.7B
Q1 20261,648$42.7B
Q4 20251,669$47.2B
Q3 20251,562$43.3B
Q2 20251,549$41.3B
Q1 20251,558$40.1B
Q4 20241,569$42.1B
Q3 20241,480$41.2B
Q2 20241,424$37.8B
Q1 20241,423$36.9B
Q4 20231,399$35.2B
Q3 20231,272$26.7B
Q2 20231,311$29.2B
Q1 20231,399$33.1B
Q4 20221,491$42.2B
Q3 20221,427$42.6B
Q2 20221,449$46.4B
Q1 20221,508$55.6B
Q4 20211,488$56.9B
Q3 20211,387$57.2B
Q2 20211,353$53.5B
Q1 20211,376$57.3B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q2 2024.

Institutions holding TFC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$70.00%0Unchanged
Y.D. More Investments Ltd826$950.00%+36+4.6%Added
Mendota Financial Group, LLC3$1290.00%+3New
Chesapeake Asset Management LLC5$2130.00%−10−66.7%Reduced
West Branch Capital LLC7$3000.00%+7New
Planning Capital Management Corp8$3430.00%−187−95.9%Reduced
DHJJ Financial Advisors, Ltd.10$4280.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC10$4280.00%00.0%Unchanged
WestEnd Advisors, LLC10$4280.00%+3+42.9%Added
Country Trust Bank12$5130.00%00.0%Unchanged
Claris Advisors, LLC16$6840.00%+16New
ClariVest Asset Management LLC19$7190.00%00.0%Unchanged
JDM Financial Group LLC17$7270.00%+17New
LMR Partners LLP20$8550.00%+20New
Creekmur Asset Management LLC26$1.11K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC30$1.28K0.00%00.0%Unchanged
Wolff Wiese Magana LLC40$1.71K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC52$2.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC59$2.52K0.00%00.0%Unchanged
Spectrum Wealth Counsel, LLC60$2.57K0.00%00.0%Unchanged
FSA Wealth Management LLC62$2.65K0.00%+62New
Riggs Asset Managment Co. Inc.63$2.71K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC59$2.75K0.00%+59New
Legacy Wealth Managment, LLC59$2.75K0.00%+59New
DiNuzzo Private Wealth, Inc.67$2.87K0.00%00.0%Unchanged
Ancora Advisors, LLC68$2.91K0.00%+8+13.3%Added
TFC Financial Management70$2.99K0.00%−21−23.1%Reduced
Trifecta Capital Advisors, LLC76$3.25K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC77$3.27K0.01%−4,466−98.3%Reduced
Cherry Tree Wealth Management, LLC78$3.34K0.00%00.0%Unchanged
Rogco, LP86$3.68K0.00%00.0%Unchanged
DT Investment Partners, LLC88$3.76K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.93$3.98K0.00%−644−87.4%Reduced
Coston, McIsaac & Partners114$4.00K0.00%00.0%Unchanged
NVWM, LLC94$4.01K0.00%+13+16.0%Added
Darwin Advisors, LLC94$4.02K0.00%+94New
Peterson Financial Group, Inc.95$4.04K0.02%+95New
Kayne Anderson Rudnick Investment Management LLC94$4.06K0.00%−25−21.0%Reduced
Indiana Trust & Investment Management CO100$4.28K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC101$4.32K0.00%00.0%Unchanged
Core Alternative Capital104$4.45K0.00%00.0%Unchanged
Cornerstone Planning Group LLC108$4.65K0.00%−25−18.8%Reduced
Sit Investment Associates Inc125$5.00K0.00%00.0%Unchanged
First Financial Corp120$5.13K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC127$5.43K0.00%+27+27.0%Added
Dunhill Financial, LLC135$5.77K0.00%+2+1.5%Added
Strategic Investment Solutions, Inc.138$5.88K0.00%+138New
Hantz Financial Services, Inc.136$6.00K0.00%00.0%Unchanged
Fortis Group Advisors, LLC150$6.42K0.00%00.0%Unchanged
Highline Wealth Partners LLC153$6.54K0.00%+15+10.9%Added
ORG Partners LLC154$6.59K0.00%−93−37.7%Reduced
Anfield Capital Management, LLC155$6.63K0.00%00.0%Unchanged
Centennial Bank161$6.89K0.00%00.0%Unchanged
Avion Wealth176$7.00K0.00%00.0%Unchanged
Hollencrest Capital Management168$7.18K0.00%00.0%Unchanged
Key Financial Inc174$7.44K0.00%+18+11.5%Added
CBIZ Investment Advisory Services, LLC186$7.97K0.00%+2+1.1%Added
PSI Advisors, LLC188$8.04K0.00%−100−34.7%Reduced
Raffa Wealth Management, LLC198$8.47K0.00%−2,567−92.8%Reduced
Foster Dykema Cabot & Partners, LLC203$8.68K0.00%+203New
Beaird Harris Wealth Management, LLC203$8.68K0.00%+130+178.1%Added
McClarren Financial Advisors, Inc.219$9.00K0.01%+142+184.4%Added
Stone House Investment Management, LLC212$9.07K0.00%00.0%Unchanged
Security National Bank215$9.20K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC222$9.49K0.00%00.0%Unchanged
Motco223$9.54K0.00%00.0%Unchanged
Atwood & Palmer Inc225$9.62K0.00%00.0%Unchanged
Global Trust Asset Management, LLC250$10.7K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC251$10.7K0.00%+78+45.1%Added
WR Wealth Planners, LLC255$10.9K0.00%−174−40.6%Reduced
Glen Eagle Advisors, LLC269$11.5K0.00%00.0%Unchanged
Global X Japan Co., Ltd.276$11.8K0.00%+276New
Bangor Savings Bank294$12.6K0.00%−16−5.2%Reduced
Old Second National Bank of Aurora300$12.8K0.00%00.0%Unchanged
Olistico Wealth, LLC300$12.8K0.01%00.0%Unchanged
Transcendent Capital Group LLC300$12.8K0.01%00.0%Unchanged
Coastline Trust Co300$12.8K0.00%+300New
Solstein Capital, LLC311$13.3K0.01%00.0%Unchanged
Johnson Financial Group, Inc.312$13.3K0.00%−500−61.6%Reduced
Armstrong Advisory Group, Inc320$13.7K0.00%00.0%Unchanged
REAP Financial Group, LLC334$14.3K0.00%00.0%Unchanged
Bell Investment Advisors, Inc337$14.4K0.00%00.0%Unchanged
Webster Bank, N. A.342$14.6K0.00%00.0%Unchanged
Reston Wealth Management LLC348$14.9K0.01%+348New
Valued Wealth Advisors LLC350$15.0K0.01%+82+30.6%Added
Hanson & Doremus Investment Management356$15.0K0.00%+356New
Piscataqua Savings Bank360$15.4K0.01%00.0%Unchanged
First Personal Financial Services365$15.6K0.00%+165+82.5%Added
Maryland Capital Advisors Inc.372$15.9K0.01%00.0%Unchanged
Aspect Partners, LLC375$16.0K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC380$16.3K0.01%+6+1.6%Added
Monetary Management Group Inc388$16.6K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC404$17.3K0.01%+5+1.3%Added
Morton Brown Family Wealth, LLC407$17.4K0.01%+4+1.0%Added
Global Financial Private Client, LLC411$17.6K0.01%+411New
Fairman Group, LLC411$17.6K0.02%+4+1.0%Added
Stephenson National Bank & Trust412$17.6K0.01%−158−27.7%Reduced
McIlrath & Eck, LLC427$18.3K0.00%00.0%Unchanged
Meeder Asset Management Inc432$18.5K0.00%−14−3.1%Reduced
M&R Capital Management Inc436$18.6K0.00%+100+29.8%Added