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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 179,678 | $7.68M | 0.19% | +434+0.2% | Added |
| Engineers Gate Manager LP | 180,211 | $7.71M | 0.15% | +159,661+776.9% | Added |
| SpiderRock Advisors, LLC | 181,232 | $7.75M | 0.17% | −357,336−66.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 181,599 | $7.77M | 0.08% | +930+0.5% | Added |
| D. E. Shaw & Co., Inc. | 182,515 | $7.81M | 0.01% | +57,056+45.5% | Added |
| Public Employees Retirement Association of Colorado | 183,159 | $7.83M | 0.03% | +147+0.1% | Added |
| M&T Bank Corp | 184,543 | $7.89M | 0.03% | −8,209−4.3% | Reduced |
| BancorpSouth Bank | 185,184 | $7.92M | 0.55% | +93,322+101.6% | Added |
| Socorro Asset Management LP | 186,838 | $7.99M | 3.03% | −40,017−17.6% | Reduced |
| Yousif Capital Management, LLC | 188,436 | $8.06M | 0.09% | −3,008−1.6% | Reduced |
| Logan Capital Management Inc | 189,035 | $8.09M | 0.33% | −855−0.5% | Reduced |
| Pinnacle Associates Ltd | 219,458 | $8.10M | 0.14% | +2,829+1.3% | Added |
| NTV Asset Management LLC | 191,581 | $8.19M | 1.10% | −7,405−3.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 193,757 | $8.29M | 0.02% | −13,093−6.3% | Reduced |
| Cardinal Capital Management | 195,327 | $8.35M | 1.30% | +1,458+0.8% | Added |
| Kestra Advisory Services, LLC | 197,301 | $8.44M | 0.05% | −28,675−12.7% | Reduced |
| Empowered Funds, LLC | 198,158 | $8.48M | 0.13% | +120,706+155.8% | Added |
| New York Life Investment Management LLC | 198,165 | $8.48M | 0.08% | −5,857−2.9% | Reduced |
| Rowland & Co Investment Counsel | 200,657 | $8.58M | 1.74% | −224−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 203,237 | $8.69M | 0.76% | +4,518+2.3% | Added |
| Intact Investment Management Inc. | 204,960 | $8.77M | 0.29% | +16,300+8.6% | Added |
| First National Trust Co | 205,359 | $8.78M | 0.34% | −4,276−2.0% | Reduced |
| Northern Oak Wealth Management Inc | 207,698 | $8.88M | 1.03% | −1,483−0.7% | Reduced |
| F/M Investments LLC | 214,970 | $9.17M | 0.31% | +146,703+214.9% | Added |
| Schonfeld Strategic Advisors LLC | 219,330 | $9.38M | 0.08% | −92,097−29.6% | Reduced |
| Utah Retirement Systems | 220,725 | $9.44M | 0.11% | +900+0.4% | Added |
| Regions Financial Corp | 221,950 | $9.49M | 0.07% | −11,753−5.0% | Reduced |
| British Columbia Investment Management Corp | 223,266 | $9.55M | 0.06% | −32,374−12.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 228,621 | $9.78M | 1.98% | −11,995−5.0% | Reduced |
| Point72 Europe (London) LLP | 229,290 | $9.81M | 0.83% | −11,200−4.7% | Reduced |
| WSFS Capital Management, LLC | 230,302 | $9.85M | 0.53% | −7,541−3.2% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 233,500 | $9.99M | 0.35% | +233,500 | New |
| Public Sector Pension Investment Board | 233,751 | $10.0M | 0.05% | +6,848+3.0% | Added |
| Systematic Alpha Investments, LLC | 233,937 | $10.0M | 0.37% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 236,472 | $10.1M | 0.01% | +120+0.1% | Added |
| Bokf, NA | 244,258 | $10.1M | 0.18% | −1,935−0.8% | Reduced |
| Korea Investment CORP | 242,520 | $10.4M | 0.02% | +17,727+7.9% | Added |
| Gillespie Robinson & Grimm Inc | 242,835 | $10.4M | 0.81% | +7,085+3.0% | Added |
| Capital Investment Advisory Services, LLC | 248,602 | $10.6M | 1.01% | −4,924−1.9% | Reduced |
| Pinebridge Investments, L.P. | 250,275 | $10.7M | 0.08% | −229,604−47.8% | Reduced |
| Rothschild Investment LLC | 251,798 | $10.8M | 0.71% | −4,187−1.6% | Reduced |
| 1832 Asset Management L.P. | 252,385 | $10.8M | 0.02% | −133,530−34.6% | Reduced |
| Wealthcare Advisory Partners LLC | 252,855 | $10.8M | 0.31% | +11,190+4.6% | Added |
| Old National Bancorp | 257,036 | $11.0M | 0.25% | +4,482+1.8% | Added |
| Credit Agricole S A | 257,160 | $11.0M | 0.06% | −66,546−20.6% | Reduced |
| ProShare Advisors LLC | 257,386 | $11.0M | 0.03% | −26,148−9.2% | Reduced |
| CIBC World Markets Corp | 259,360 | $11.1M | 0.08% | −132,854−33.9% | Reduced |
| Kanawha Capital Management LLC | 261,091 | $11.2M | 0.81% | −3,873−1.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 262,694 | $11.2M | 0.05% | +740.0% | Added |
| Amalgamated Bank | 262,918 | $11.2M | 0.09% | −7,058−2.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 263,351 | $11.3M | 0.90% | +861+0.3% | Added |
| Cresset Asset Management, LLC | 267,482 | $11.4M | 0.04% | +1,699+0.6% | Added |
| Wellington Management Group LLP | 267,463 | $11.4M | 0.00% | +3,796+1.4% | Added |
| Brookstone Capital Management | 270,084 | $11.6M | 0.17% | +1,966+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 272,523 | $11.7M | 0.12% | +198+0.1% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 272,523 | $11.7M | 0.12% | +272,523 | New |
| Czech National Bank | 272,797 | $11.7M | 0.12% | +17,811+7.0% | Added |
| Advisor Group Holdings, Inc. | 272,924 | $11.7M | 0.03% | −10,798−3.8% | Reduced |
| Financial Counselors Inc | 273,479 | $11.7M | 0.17% | −2,629−1.0% | Reduced |
| Brown Advisory Inc | 273,852 | $11.7M | 0.01% | −16,060−5.5% | Reduced |
| Natixis | 278,322 | $11.9M | 0.07% | −241,815−46.5% | Reduced |
| MML Investors Services, LLC | 278,591 | $11.9M | 0.04% | +969+0.3% | Added |
| Handelsbanken Fonder AB | 279,139 | $11.9M | 0.05% | +1,591+0.6% | Added |
| IFM Investors Pty Ltd | 279,413 | $12.0M | 0.11% | +432+0.2% | Added |
| McRae Capital Management Inc | 282,179 | $12.1M | 2.36% | +1,150+0.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 282,554 | $12.1M | 0.12% | +282,554 | New |
| Independent Advisor Alliance | 282,607 | $12.1M | 0.44% | +27,408+10.7% | Added |
| Modera Wealth Management, LLC | 287,230 | $12.3M | 0.16% | +3,854+1.4% | Added |
| Auto-Owners Insurance Co | 288,000 | $12.3M | 0.30% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 256,971 | $12.3M | 0.08% | +31,510+14.0% | Added |
| Forsta Ap-Fonden | 289,400 | $12.4M | 0.10% | +19,400+7.2% | Added |
| Salem Investment Counselors Inc | 291,241 | $12.5M | 0.37% | −3,597−1.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 291,519 | $12.5M | 0.08% | −2,395−0.8% | Reduced |
| Interval Partners, LP | 293,728 | $12.6M | 0.36% | +293,728 | New |
| CIBC Asset Management Inc | 294,438 | $12.6M | 0.04% | +12,088+4.3% | Added |
| Novare Capital Management LLC | 299,304 | $12.8M | 1.08% | +1,461+0.5% | Added |
| Coerente Capital Management | 299,739 | $12.8M | 2.39% | +1,812+0.6% | Added |
| South Dakota Investment Council | 300,685 | $12.9M | 0.25% | −218,525−42.1% | Reduced |
| DnB Asset Management AS | 307,676 | $13.2M | 0.06% | +92,628+43.1% | Added |
| Peapack Gladstone Financial Corp | 311,802 | $13.3M | 0.19% | +1,742+0.6% | Added |
| Delta Asset Management LLC | 320,436 | $13.7M | 1.18% | −1,831−0.6% | Reduced |
| Canada Pension Plan Investment Board | 320,831 | $13.7M | 0.01% | −428,447−57.2% | Reduced |
| Baird Financial Group, Inc. | 322,220 | $13.8M | 0.03% | +5,130+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 323,310 | $13.8M | 0.05% | −30,813−8.7% | Reduced |
| Bryn Mawr Trust Co | 323,849 | $13.9M | 0.25% | +71,393+28.3% | Added |
| Ategra Capital Management, LLC | 326,959 | $14.0M | 10.17% | +35,025+12.0% | Added |
| Sonora Investment Management Group, LLC | 330,238 | $14.1M | 1.05% | +16,446+5.2% | Added |
| Montgomery Investment Management Inc | 333,549 | $14.3M | 5.16% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 334,962 | $14.3M | 0.10% | −55,640−14.2% | Reduced |
| Xponance, Inc. | 335,442 | $14.3M | 0.14% | +109,696+48.6% | Added |
| Great Lakes Advisors, LLC | 337,494 | $14.4M | 0.12% | −836−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 340,000 | $14.5M | 0.04% | −82,000−19.4% | Reduced |
| MetLife Investment Management | 348,135 | $14.9M | 0.09% | −8,717−2.4% | Reduced |
| KLCM Advisors, Inc. | 353,576 | $15.1M | 1.79% | +353,576 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 356,237 | $15.2M | 0.05% | −217,186−37.9% | Reduced |
| Creative Planning | 359,498 | $15.4M | 0.02% | −18,872−5.0% | Reduced |
| Russell Investments Group, Ltd. | 361,789 | $15.5M | 0.02% | +128,910+55.4% | Added |
| Voya Investment Management LLC | 364,802 | $15.6M | 0.02% | −157,426−30.1% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 366,745 | $15.7M | 0.30% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 372,141 | $15.9M | 0.04% | −45,728−10.9% | Reduced |