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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 58,641 | $2.51M | 0.03% | +19,516+49.9% | Added |
| AIA Group Ltd | 58,936 | $2.52M | 0.07% | −17,628−23.0% | Reduced |
| Venture Visionary Partners LLC | 59,003 | $2.52M | 0.11% | −3,152−5.1% | Reduced |
| XTX Topco Ltd | 59,056 | $2.53M | 0.18% | +51,570+688.9% | Added |
| First Bank & Trust | 59,062 | $2.53M | 0.48% | +5,200+9.7% | Added |
| Fulton Bank, N.A. | 59,412 | $2.54M | 0.10% | −2,311−3.7% | Reduced |
| Holderness Investments Co | 59,924 | $2.56M | 0.56% | −221−0.4% | Reduced |
| BlueChip Wealth Advisors LLC | 59,951 | $2.56M | 1.34% | −10,950−15.4% | Reduced |
| Savant Capital, LLC | 60,484 | $2.59M | 0.02% | −3,952−6.1% | Reduced |
| Stratos Wealth Partners, LTD. | 61,436 | $2.63M | 0.04% | +557+0.9% | Added |
| Foster Victor Wealth Advisors, LLC | 61,950 | $2.64M | 0.21% | +60.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 61,937 | $2.65M | 0.03% | +7,509+13.8% | Added |
| Capital Investment Counsel, Inc | 61,893 | $2.65M | 0.38% | −218−0.4% | Reduced |
| Glass Wealth Management Co LLC | 62,078 | $2.66M | 1.47% | +22,208+55.7% | Added |
| NEOS Investment Management LLC | 62,560 | $2.68M | 0.08% | +12,992+26.2% | Added |
| Toroso Investments, LLC | 62,803 | $2.69M | 0.03% | +4,029+6.9% | Added |
| Sompo Asset Management Co., Ltd. | 64,190 | $2.75M | 0.43% | +27,020+72.7% | Added |
| Colonial Trust Co | 64,943 | $2.78M | 0.43% | −80,407−55.3% | Reduced |
| New Mexico Educational Retirement Board | 65,388 | $2.80M | 0.09% | −1,800−2.7% | Reduced |
| Massmutual Trust Co FSB | 65,418 | $2.80M | 0.08% | −5,770−8.1% | Reduced |
| Concord Asset Management, LLC | 65,686 | $2.81M | 0.63% | +55,149+523.4% | Added |
| King Luther Capital Management Corp | 65,993 | $2.82M | 0.01% | +197+0.3% | Added |
| Kavar Capital Partners Group, LLC | 66,210 | $2.83M | 0.45% | −4,675−6.6% | Reduced |
| Principle Wealth Partners LLC | 66,512 | $2.84M | 0.20% | +2,733+4.3% | Added |
| Peloton Wealth Strategists | 66,723 | $2.85M | 1.13% | −1,494−2.2% | Reduced |
| M&G Plc | 66,573 | $2.86M | 0.01% | −5,328−7.4% | Reduced |
| Camden National Bank | 67,837 | $2.90M | 0.42% | −992−1.4% | Reduced |
| Vident Advisory, LLC | 67,897 | $2.90M | 0.07% | +12,530+22.6% | Added |
| StoneX Group Inc. | 68,127 | $2.91M | 0.21% | +5,743+9.2% | Added |
| Moors & Cabot, Inc. | 68,360 | $2.92M | 0.15% | −3,827−5.3% | Reduced |
| Crossmark Global Holdings, Inc. | 68,375 | $2.92M | 0.05% | −11,825−14.7% | Reduced |
| Pinnacle Financial Partners Inc | 68,649 | $2.94M | 0.06% | +4,446+6.9% | Added |
| Huntington National Bank | 69,766 | $2.98M | 0.02% | +897+1.3% | Added |
| JT Stratford LLC | 70,373 | $3.01M | 0.51% | −291−0.4% | Reduced |
| Everence Capital Management Inc | 70,530 | $3.02M | 0.19% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 70,953 | $3.03M | 0.41% | −741−1.0% | Reduced |
| Stock Yards Bank & Trust Co | 71,041 | $3.04M | 0.10% | −6,976−8.9% | Reduced |
| Edmp, Inc. | 71,322 | $3.05M | 2.51% | −835−1.2% | Reduced |
| Quadrature Capital Ltd | 71,653 | $3.06M | 0.07% | +26,855+59.9% | Added |
| Warren Averett Asset Management, LLC | 71,648 | $3.06M | 0.06% | +20,679+40.6% | Added |
| Jane Street Group, LLC | 72,043 | $3.08M | 0.00% | −326,437−81.9% | Reduced |
| Salzhauer Michael | 72,172 | $3.09M | 1.96% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 72,412 | $3.10M | 0.11% | −5,277−6.8% | Reduced |
| Quantinno Capital Management LP | 72,647 | $3.11M | 0.04% | +14,645+25.2% | Added |
| United Bank | 72,940 | $3.12M | 1.44% | −884−1.2% | Reduced |
| Drucker Wealth 3.0, LLC | 73,320 | $3.14M | 0.75% | +1,208+1.7% | Added |
| Alaska Permanent Fund Corp | 73,805 | $3.16M | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 74,065 | $3.17M | 0.09% | −2,876−3.7% | Reduced |
| Inspire Trust Co, N.A. | 75,000 | $3.21M | 0.88% | +9,163+13.9% | Added |
| AMF Pensionsforsakring AB | 75,010 | $3.21M | 0.02% | +75,010 | New |
| Louisiana State Employees Retirement System | 75,400 | $3.22M | 0.06% | −300−0.4% | Reduced |
| Rakuten Investment Management, Inc. | 75,860 | $3.23M | 0.02% | +18,935+33.3% | Added |
| Sandhill Capital Partners LLC | 75,502 | $3.23M | 0.23% | +4,094+5.7% | Added |
| HAP Trading, LLC | 75,722 | $3.24M | 1.64% | +75,722 | New |
| Maryland State Retirement & Pension System | 76,236 | $3.26M | 0.07% | −26,997−26.2% | Reduced |
| Kestra Private Wealth Services, LLC | 76,599 | $3.28M | 0.06% | +2,840+3.9% | Added |
| L & S Advisors Inc | 76,699 | $3.28M | 0.34% | +76,699 | New |
| Pettyjohn, Wood & White, Inc | 76,925 | $3.29M | 0.61% | −3,928−4.9% | Reduced |
| Anchor Investment Management, LLC | 77,073 | $3.30M | 0.31% | −4,415−5.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 77,332 | $3.31M | 0.01% | +5,786+8.1% | Added |
| TD Private Client Wealth LLC | 77,385 | $3.31M | 0.10% | +350.0% | Added |
| Axxcess Wealth Management, LLC | 77,758 | $3.33M | 0.08% | +7,376+10.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 78,103 | $3.34M | 0.72% | +78,103 | New |
| Commonwealth Retirement Investments LLC | 78,309 | $3.35M | 1.40% | +4,300+5.8% | Added |
| Wellington Shields Capital Management, LLC | 78,393 | $3.35M | 0.58% | +243+0.3% | Added |
| Abn Amro Investment Solutions | 79,344 | $3.39M | 0.06% | +18,846+31.2% | Added |
| Private Advisor Group, LLC | 79,474 | $3.40M | 0.02% | +4,718+6.3% | Added |
| Hengehold Capital Management LLC | 79,933 | $3.42M | 0.32% | +4,267+5.6% | Added |
| Van Eck Associates Corp | 80,473 | $3.50M | 0.00% | −3,543−4.2% | Reduced |
| Thrivent Financial for Lutherans | 82,255 | $3.52M | 0.01% | +12,300+17.6% | Added |
| Thomasville National Bank | 82,647 | $3.53M | 0.26% | −6,408−7.2% | Reduced |
| Sandy Spring Bank | 83,160 | $3.56M | 0.15% | −7,041−7.8% | Reduced |
| Arbor Investment Advisors, LLC | 83,691 | $3.58M | 0.47% | +83,691 | New |
| Bragg Financial Advisors, Inc | 83,983 | $3.59M | 0.15% | −15,006−15.2% | Reduced |
| Hartford Investment Management Co | 84,182 | $3.60M | 0.12% | −1,293−1.5% | Reduced |
| Legacy Financial Advisors, Inc. | 85,875 | $3.67M | 0.62% | +858+1.0% | Added |
| Simplex Trading, LLC | 86,033 | $3.68M | 0.12% | −42,998−33.3% | Reduced |
| Atom Investors LP | 86,485 | $3.70M | 0.39% | +86,485 | New |
| Mizuho Securities USA LLC | 86,836 | $3.71M | 0.08% | −16,339−15.8% | Reduced |
| Signature Wealth Management Group | 87,421 | $3.74M | 1.50% | −519−0.6% | Reduced |
| Ingalls & Snyder LLC | 87,524 | $3.74M | 0.15% | −3,172−3.5% | Reduced |
| Am Investment Strategies LLC | 87,844 | $3.76M | 0.91% | +46+0.1% | Added |
| Verdence Capital Advisors LLC | 88,254 | $3.77M | 0.30% | −14,556−14.2% | Reduced |
| Wealth Group, Ltd. | 89,021 | $3.81M | 2.55% | +260+0.3% | Added |
| Community Bank, N.A. | 89,670 | $3.84M | 0.48% | −1,500−1.6% | Reduced |
| Fiduciary Alliance LLC | 90,021 | $3.85M | 0.51% | +6,594+7.9% | Added |
| Fort Pitt Capital Group, LLC | 90,581 | $3.87M | 0.11% | +1,728+1.9% | Added |
| Iowa State Bank | 90,929 | $3.89M | 0.80% | −5,589−5.8% | Reduced |
| TownSquare Capital, LLC | 91,017 | $3.89M | 0.05% | +7,618+9.1% | Added |
| Clearstead Advisors, LLC | 91,641 | $3.92M | 0.06% | −9,043−9.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 92,698 | $3.96M | 0.01% | −53,587−36.6% | Reduced |
| Kentucky Retirement Systems | 93,292 | $3.99M | 0.12% | −7,542−7.5% | Reduced |
| Worldquant Millennium Advisors LLC | 94,911 | $4.06M | 0.03% | +94,911 | New |
| Advisors Asset Management, Inc. | 94,919 | $4.06M | 0.07% | −61,515−39.3% | Reduced |
| Semmax Financial Advisors Inc. | 86,249 | $4.07M | 1.12% | +2,081+2.5% | Added |
| Steel Peak Wealth Management LLC | 95,194 | $4.07M | 0.18% | −12,876−11.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 96,421 | $4.12M | 0.01% | −6,710−6.5% | Reduced |
| Hedeker Wealth, LLC | 96,841 | $4.14M | 1.10% | +8,019+9.0% | Added |
| Equitable Trust Co | 97,222 | $4.16M | 0.27% | +30,795+46.4% | Added |
| Brinker Capital Investments, LLC | 97,241 | $4.16M | 0.04% | −1,554−1.6% | Reduced |