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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 97,241 | $4.16M | 0.04% | −1,554−1.6% | Reduced |
| Wesbanco Bank Inc | 97,864 | $4.19M | 0.14% | −18,380−15.8% | Reduced |
| Keybank National Association | 99,256 | $4.25M | 0.02% | −4,902−4.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 99,330 | $4.25M | 0.02% | +21,871+28.2% | Added |
| XML Financial, LLC | 99,408 | $4.25M | 0.39% | −663−0.7% | Reduced |
| Renaissance Technologies LLC | 99,717 | $4.26M | 0.01% | +99,717 | New |
| Pacer Advisors, Inc. | 99,747 | $4.27M | 0.01% | +4,170+4.4% | Added |
| Chartwell Investment Partners, LLC | 100,000 | $4.28M | 0.15% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 100,167 | $4.28M | 0.04% | −5,778−5.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 100,696 | $4.31M | 1.38% | −129−0.1% | Reduced |
| Commerce Bank | 101,490 | $4.34M | 0.03% | −11,992−10.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 102,949 | $4.38M | 0.02% | +13,018+14.5% | Added |
| LaFleur & Godfrey LLC | 103,498 | $4.43M | 0.61% | +1,208+1.2% | Added |
| Asio Capital, LLC | 104,525 | $4.47M | 0.85% | +247+0.2% | Added |
| HB Wealth Management, LLC | 104,534 | $4.47M | 0.05% | +8,298+8.6% | Added |
| Gulf International Bank (UK) Ltd | 105,339 | $4.50M | 0.12% | −4,596−4.2% | Reduced |
| Griffin Asset Management, Inc. | 110,791 | $4.74M | 0.53% | −1,910−1.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 111,030 | $4.75M | 1.18% | −75,572−40.5% | Reduced |
| Arkadios Wealth Advisors | 111,048 | $4.75M | 0.27% | +1,817+1.7% | Added |
| Sterling Investment Advisors, Ltd. | 111,080 | $4.75M | 1.20% | −3,490−3.0% | Reduced |
| United Capital Management of KS, Inc. | 111,161 | $4.75M | 1.03% | +2,244+2.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 111,485 | $4.77M | 0.09% | +28,295+34.0% | Added |
| First Citizens Bank & Trust Co | 111,997 | $4.79M | 0.11% | −5,025−4.3% | Reduced |
| Lighthouse Investment Partners, LLC | 113,250 | $4.84M | 0.26% | −44,343−28.1% | Reduced |
| AXA S.A. | 113,542 | $4.86M | 0.01% | +1,364+1.2% | Added |
| Oregon Public Employees Retirement Fund | 114,555 | $4.90M | 0.09% | −360−0.3% | Reduced |
| Csenge Advisory Group | 113,501 | $4.91M | 0.26% | −15,060−11.7% | Reduced |
| Mackenzie Financial Corp | 114,808 | $4.91M | 0.01% | −185,106−61.7% | Reduced |
| Colonial Trust Advisors | 115,017 | $4.92M | 0.43% | +1,564+1.4% | Added |
| JustInvest LLC | 117,579 | $5.03M | 0.08% | +22,158+23.2% | Added |
| Patten & Patten Inc | 117,698 | $5.03M | 0.33% | −4,322−3.5% | Reduced |
| Bridge Creek Capital Management LLC | 119,758 | $5.12M | 1.54% | −1,035−0.9% | Reduced |
| Maltese Capital Management LLC | 121,700 | $5.21M | 0.84% | −93,300−43.4% | Reduced |
| Cornerstone Wealth Group, LLC | 122,018 | $5.22M | 0.43% | +1,125+0.9% | Added |
| DRW Securities, LLC | 122,312 | $5.23M | 0.29% | +8,863+7.8% | Added |
| Loudon Investment Management, LLC | 123,427 | $5.28M | 2.89% | −2,200−1.8% | Reduced |
| Chesley Taft & Associates LLC | 124,531 | $5.33M | 0.25% | −705−0.6% | Reduced |
| Magnetar Financial LLC | 124,615 | $5.33M | 0.12% | +124,615 | New |
| Fifth Third Bancorp | 125,171 | $5.35M | 0.02% | +6,110+5.1% | Added |
| Kempner Capital Management Inc. | 125,483 | $5.37M | 2.75% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 126,996 | $5.43M | 0.01% | −4,318−3.3% | Reduced |
| Atria Investments LLC | 128,216 | $5.48M | 0.07% | −4,334−3.3% | Reduced |
| Shelton Capital Management | 129,694 | $5.55M | 0.14% | +68,000+110.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 129,910 | $5.56M | 0.38% | +1,558+1.2% | Added |
| Baugh & Associates, LLC | 135,462 | $5.57M | 2.87% | +2,083+1.6% | Added |
| Huber Capital Management LLC | 131,464 | $5.62M | 1.13% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 132,298 | $5.66M | 0.19% | +3,222+2.5% | Added |
| Stephens Inc | 132,998 | $5.69M | 0.08% | −5,946−4.3% | Reduced |
| Oppenheimer & Co Inc | 133,106 | $5.69M | 0.09% | −10,060−7.0% | Reduced |
| Concurrent Investment Advisors, LLC | 133,375 | $5.70M | 0.17% | +3,297+2.5% | Added |
| Jamison Private Wealth Management, Inc. | 134,552 | $5.75M | 0.88% | +6,412+5.0% | Added |
| Harvest Portfolios Group Inc. | 135,505 | $5.80M | 0.19% | −14,872−9.9% | Reduced |
| Winton Group Ltd | 135,585 | $5.80M | 0.41% | +135,585 | New |
| Davis Selected Advisers | 137,238 | $5.87M | 0.03% | +2,326+1.7% | Added |
| Skba Capital Management LLC | 137,900 | $5.90M | 0.88% | +137,900 | New |
| Elo Mutual Pension Insurance Co | 139,781 | $5.98M | 0.13% | +25,678+22.5% | Added |
| Whitener Capital Management, Inc. | 139,956 | $5.99M | 1.70% | −5,729−3.9% | Reduced |
| Associated Banc-Corp | 140,986 | $6.03M | 0.18% | −3,375−2.3% | Reduced |
| Parcion Private Wealth LLC | 141,737 | $6.06M | 0.50% | +6,278+4.6% | Added |
| Zions Bancorporation, N.A. | 142,169 | $6.08M | 0.44% | −3,276−2.3% | Reduced |
| Raymond James Trust N.A. | 142,523 | $6.10M | 0.13% | −2,694−1.9% | Reduced |
| Avantax Advisory Services, Inc. | 142,568 | $6.10M | 0.04% | +3,822+2.8% | Added |
| Quantbot Technologies LP | 142,587 | $6.10M | 0.24% | +142,587 | New |
| Colony Group, LLC | 146,340 | $6.26M | 0.02% | +103,350+240.4% | Added |
| Linscomb & Williams, Inc. | 149,185 | $6.38M | 0.32% | −460.0% | Reduced |
| Dakota Wealth Management | 149,993 | $6.42M | 0.15% | +67,967+82.9% | Added |
| Cullinan Associates Inc | 152,837 | $6.49M | 0.37% | +2,500+1.7% | Added |
| Ethic Inc. | 168,210 | $6.56M | 0.17% | +580.0% | Added |
| APG Asset Management N.V. | 171,116 | $6.56M | 0.04% | −3,026,550−94.6% | Reduced |
| Vinva Investment Management Ltd | 154,437 | $6.57M | 0.28% | +99,162+179.4% | Added |
| Kovitz Investment Group Partners, LLC | 170,555 | $6.59M | 0.05% | +8,735+5.4% | Added |
| Kingsview Wealth Management, LLC | 154,342 | $6.60M | 0.14% | +3,491+2.3% | Added |
| Boston Common Asset Management, LLC | 154,523 | $6.61M | 0.17% | +61,683+66.4% | Added |
| AMG National Trust Bank | 154,636 | $6.61M | 0.18% | −2,665−1.7% | Reduced |
| Montag A & Associates Inc | 154,838 | $6.62M | 0.31% | +1,224+0.8% | Added |
| State of Alaska, Department of Revenue | 155,598 | $6.65M | 0.07% | +10,045+6.9% | Added |
| CIBC Private Wealth Group, LLC | 156,371 | $6.69M | 0.01% | −200−0.1% | Reduced |
| GWM Advisors LLC | 157,645 | $6.74M | 0.04% | +9,592+6.5% | Added |
| Argent Trust Co | 159,293 | $6.81M | 0.28% | −102−0.1% | Reduced |
| Nissay Asset Management Corp | 159,717 | $6.83M | 0.04% | +5,070+3.3% | Added |
| Mercer Global Advisors Inc | 165,595 | $6.91M | 0.02% | −28,624−14.7% | Reduced |
| Daiwa Securities Group Inc. | 163,373 | $6.99M | 0.03% | +17,967+12.4% | Added |
| Advisory Services Network, LLC | 179,897 | $6.99M | 0.14% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 164,907 | $7.05M | 0.07% | −3,836−2.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 165,913 | $7.10M | 0.50% | +149,338+901.0% | Added |
| Trexquant Investment LP | 166,168 | $7.11M | 0.09% | +160,284+2,724.1% | Added |
| Pathstone Holdings, LLC | 166,827 | $7.14M | 0.03% | +890+0.5% | Added |
| Los Angeles Capital Management LLC | 167,519 | $7.16M | 0.03% | −56,885−25.3% | Reduced |
| Bogart Wealth, LLC | 167,613 | $7.17M | 0.34% | −1,460−0.9% | Reduced |
| QRG Capital Management, Inc. | 168,079 | $7.19M | 0.08% | −39,657−19.1% | Reduced |
| Old Point Trust & Financial Services N A | 170,784 | $7.30M | 2.62% | −11,000−6.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 167,736 | $7.31M | 0.07% | +30,837+22.5% | Added |
| Alpha Omega Wealth Management LLC | 171,407 | $7.33M | 1.35% | −8,277−4.6% | Reduced |
| Benjamin Edwards Inc | 172,917 | $7.40M | 0.11% | +171,091+9,369.7% | Added |
| RSM US Wealth Management LLC | 177,433 | $7.40M | 0.11% | −59,479−25.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 175,971 | $7.53M | 0.20% | +7,493+4.4% | Added |
| Janus Henderson Group PLC | 176,817 | $7.56M | 0.00% | +12,400+7.5% | Added |
| Wealthfront Advisers LLC | 176,822 | $7.56M | 0.02% | +50,581+40.1% | Added |
| Highland Capital Management, LLC | 177,226 | $7.58M | 0.43% | −12,340−6.5% | Reduced |
| Continental Advisors LLC | 178,650 | $7.64M | 5.64% | −20,000−10.1% | Reduced |