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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 36,746 | $1.57M | 0.05% | +2,019+5.8% | Added |
| Mindset Wealth Management, LLC | 36,846 | $1.58M | 0.65% | +36,846 | New |
| Paradigm Asset Management Co LLC | 36,883 | $1.58M | 0.41% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 36,908 | $1.58M | 0.74% | −91−0.2% | Reduced |
| Arvest Investments, Inc. | 37,049 | $1.58M | 0.24% | −5,127−12.2% | Reduced |
| Prudential PLC | 37,375 | $1.60M | 0.01% | −33,258−47.1% | Reduced |
| Wealth Alliance | 37,562 | $1.61M | 0.19% | −280−0.7% | Reduced |
| Ibex Wealth Advisors | 18,656 | $1.61M | 0.52% | −96,234−83.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 38,657 | $1.65M | 0.48% | −220−0.6% | Reduced |
| Capital Investment Advisors, LLC | 38,757 | $1.66M | 0.03% | −1,071−2.7% | Reduced |
| CAPROCK Group, Inc. | 38,803 | $1.66M | 0.06% | −266−0.7% | Reduced |
| We Are One Seven, LLC | 38,925 | $1.66M | 0.07% | +246+0.6% | Added |
| Norris Financial Group, LLC | 38,938 | $1.67M | 0.82% | −212−0.5% | Reduced |
| NBC Securities, Inc. | 39,035 | $1.67M | 0.14% | −1,162−2.9% | Reduced |
| Fiduciary Family Office, LLC | 39,027 | $1.67M | 0.55% | −851−2.1% | Reduced |
| Icon Advisers Inc | 39,100 | $1.67M | 0.35% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 39,649 | $1.70M | 0.12% | −3,510−8.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 40,135 | $1.72M | 0.35% | +1,380+3.6% | Added |
| Kinneret Advisory, LLC | 40,279 | $1.72M | 0.16% | −528−1.3% | Reduced |
| Argent Financial Group, Inc. | 40,394 | $1.73M | 0.21% | +40,394 | New |
| IFG Advisory, LLC | 40,410 | $1.73M | 0.11% | +712+1.8% | Added |
| SG Americas Securities, LLC | 40,499 | $1.73M | 0.01% | −189,913−82.4% | Reduced |
| Abundance Wealth Counselors | 40,714 | $1.74M | 0.36% | +14,719+56.6% | Added |
| Heritage Wealth Advisors | 40,901 | $1.75M | 0.08% | −929−2.2% | Reduced |
| Level Four Advisory Services, LLC | 40,728 | $1.75M | 0.07% | −56,156−58.0% | Reduced |
| Ballast, Inc. | 41,101 | $1.76M | 0.50% | −540−1.3% | Reduced |
| Argent Advisors, Inc. | 41,233 | $1.76M | 0.66% | +504+1.2% | Added |
| Cornercap Investment Counsel Inc | 41,519 | $1.78M | 0.53% | −7,053−14.5% | Reduced |
| J. Safra Sarasin Holding AG | 41,549 | $1.78M | 0.03% | −1,301−3.0% | Reduced |
| GHP Investment Advisors, Inc. | 41,734 | $1.78M | 0.08% | +628+1.5% | Added |
| Legacy Capital Wealth Partners, LLC | 41,984 | $1.80M | 0.36% | +20,318+93.8% | Added |
| Marotta Asset Management | 42,197 | $1.80M | 0.35% | −51−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,442 | $1.82M | 0.04% | −141−0.3% | Reduced |
| Congress Wealth Management LLC | 42,876 | $1.83M | 0.02% | +42,876 | New |
| Investors Research Corp | 43,171 | $1.85M | 0.40% | −308−0.7% | Reduced |
| Simmons Bank | 43,267 | $1.85M | 0.13% | +33,859+359.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 43,477 | $1.86M | 0.11% | −21,979−33.6% | Reduced |
| Lido Advisors, LLC | 43,575 | $1.86M | 0.01% | +6,829+18.6% | Added |
| Argyle Capital Management Inc. | 43,825 | $1.87M | 0.75% | −1,650−3.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 43,847 | $1.88M | 0.07% | −470−1.1% | Reduced |
| Hills Bank & Trust Co | 44,181 | $1.89M | 0.14% | −699−1.6% | Reduced |
| United Capital Financial Advisers, LLC | 44,351 | $1.90M | 0.02% | +1,898+4.5% | Added |
| Investment Management Corp of Ontario | 44,432 | $1.90M | 0.04% | −144,300−76.5% | Reduced |
| Tradewinds, LLC. | 44,513 | $1.90M | 0.59% | +222+0.5% | Added |
| CWA Asset Management Group, LLC | 44,733 | $1.91M | 0.10% | +44,733 | New |
| Ossiam | 44,791 | $1.92M | 0.04% | −8,516−16.0% | Reduced |
| Ahl Investment Management, Inc. | 44,812 | $1.92M | 1.32% | −1,500−3.2% | Reduced |
| Trust Co of Toledo NA | 44,847 | $1.92M | 0.26% | −5,643−11.2% | Reduced |
| Prospera Financial Services Inc | 44,902 | $1.92M | 0.05% | −3,281−6.8% | Reduced |
| Glenmede Trust Co NA | 45,166 | $1.93M | 0.01% | −2,284−4.8% | Reduced |
| Compass Ion Advisors, LLC | 45,351 | $1.94M | 0.24% | +45,351 | New |
| Empirical Finance, LLC | 45,691 | $1.95M | 0.11% | +851+1.9% | Added |
| Stonebridge Capital Advisors LLC | 45,749 | $1.96M | 0.16% | −11,492−20.1% | Reduced |
| Arvest Bank Trust Division | 45,836 | $1.96M | 0.11% | +45,836 | New |
| Octavia Wealth Advisors, LLC | 45,957 | $1.97M | 0.24% | +14,474+46.0% | Added |
| Allworth Financial LP | 46,161 | $1.97M | 0.01% | +1,970+4.5% | Added |
| Marco Investment Management LLC | 46,256 | $1.98M | 0.17% | 00.0% | Unchanged |
| Omers Administration Corp | 46,292 | $1.98M | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 46,598 | $1.99M | 0.01% | +6,407+15.9% | Added |
| ZWJ Investment Counsel Inc | 46,871 | $2.00M | 0.08% | −723−1.5% | Reduced |
| Culbertson A N & Co Inc | 46,922 | $2.01M | 0.32% | −1,895−3.9% | Reduced |
| Walleye Capital LLC | 47,329 | $2.02M | 0.02% | +15,056+46.7% | Added |
| First American Bank | 47,366 | $2.03M | 0.15% | +4,230+9.8% | Added |
| Bailard, Inc. | 47,424 | $2.03M | 0.05% | −650−1.4% | Reduced |
| CWM, LLC | 47,534 | $2.03M | 0.01% | +9,769+25.9% | Added |
| SeaCrest Wealth Management, LLC | 47,727 | $2.04M | 0.22% | −466−1.0% | Reduced |
| Morningstar Investment Management LLC | 47,164 | $2.06M | 0.20% | −25,082−34.7% | Reduced |
| Pathway Financial Advisers, LLC | 48,175 | $2.06M | 0.93% | +54+0.1% | Added |
| iA Global Asset Management Inc. | 48,197 | $2.06M | 0.04% | +33,145+220.2% | Added |
| Disciplined Equity Management, Inc. | 48,620 | $2.08M | 1.31% | −2,670−5.2% | Reduced |
| National Asset Management, Inc. | 49,431 | $2.08M | 0.06% | −5,132−9.4% | Reduced |
| Principal Securities, Inc. | 48,858 | $2.09M | 0.05% | +1,812+3.9% | Added |
| Apollon Wealth Management, LLC | 49,157 | $2.10M | 0.06% | +6,136+14.3% | Added |
| Hancock Whitney Corp | 49,513 | $2.12M | 0.07% | +151+0.3% | Added |
| Thompson Siegel & Walmsley LLC | 49,921 | $2.13M | 0.03% | −466−0.9% | Reduced |
| Signaturefd, LLC | 50,404 | $2.16M | 0.04% | +1,348+2.7% | Added |
| Poehling Capital Management, LLC | 50,894 | $2.18M | 0.56% | −1,783−3.4% | Reduced |
| Atlantic Union Bankshares Corp | 51,425 | $2.20M | 0.13% | −30−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 51,538 | $2.20M | 0.06% | −20,000−28.0% | Reduced |
| Veriti Management LLC | 51,627 | $2.21M | 0.12% | +6,553+14.5% | Added |
| Carnegie Capital Asset Management, LLC | 51,646 | $2.21M | 0.07% | −140−0.3% | Reduced |
| IVC Wealth Advisors LLC | 51,839 | $2.22M | 1.21% | −310−0.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 52,472 | $2.24M | 0.28% | −136−0.3% | Reduced |
| Motley Fool Asset Management LLC | 53,899 | $2.25M | 0.13% | +1,907+3.7% | Added |
| Steward Partners Investment Advisory, LLC | 52,619 | $2.25M | 0.02% | −53,747−50.5% | Reduced |
| E. Ohman J:or Asset Management AB | 52,780 | $2.26M | 0.06% | −6,020−10.2% | Reduced |
| Tower Research Capital LLC (TRC) | 53,281 | $2.28M | 0.06% | −53,630−50.2% | Reduced |
| Metis Global Partners, LLC | 54,232 | $2.32M | 0.07% | +1,772+3.4% | Added |
| Tudor Investment Corp Et Al | 54,404 | $2.33M | 0.03% | −245,844−81.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 54,552 | $2.33M | 0.04% | +3,071+6.0% | Added |
| Laurel Wealth Advisors LLC | 54,873 | $2.35M | 0.38% | +3,490+6.8% | Added |
| Rather & Kittrell, Inc. | 55,408 | $2.37M | 0.58% | +160.0% | Added |
| Global Retirement Partners, LLC | 55,599 | $2.38M | 0.07% | +1,638+3.0% | Added |
| Nicholas Hoffman & Company, LLC. | 55,670 | $2.38M | 0.10% | −9,048−14.0% | Reduced |
| Norinchukin Bank, The | 55,748 | $2.38M | 0.06% | +8,156+17.1% | Added |
| Hardin Capital Partners, LLC | 58,114 | $2.45M | 1.39% | −248−0.4% | Reduced |
| Gator Capital Management, LLC | 58,000 | $2.48M | 1.10% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 58,231 | $2.49M | 0.64% | −3,769−6.1% | Reduced |
| Lee Danner & Bass Inc | 58,301 | $2.49M | 0.18% | +548+0.9% | Added |
| Freemont Management S.A. | 58,400 | $2.50M | 1.30% | +58,400 | New |