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 |
|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | 370,280 | $15.9M | 0.13% | −16,800−4.3% | Reduced |
| Corebridge Financial, Inc. | 376,880 | $16.1M | 0.09% | −9,086−2.4% | Reduced |
| Arizona State Retirement System | 383,576 | $16.4M | 0.10% | −3,329−0.9% | Reduced |
| American Assets Investment Management, LLC | 384,000 | $16.4M | 1.44% | 00.0% | Unchanged |
| Verity & Verity, LLC | 388,139 | $16.6M | 1.63% | +4,534+1.2% | Added |
| State of Michigan Retirement System | 390,843 | $16.7M | 0.08% | −1,700−0.4% | Reduced |
| Susquehanna International Group, LLP | 391,588 | $16.7M | 0.03% | −217,161−35.7% | Reduced |
| Edge Capital Group, LLC | 400,335 | $17.1M | 0.76% | +37,999+10.5% | Added |
| Oppenheimer Asset Management Inc. | 404,761 | $17.3M | 0.21% | +648+0.2% | Added |
| AE Wealth Management LLC | 410,341 | $17.6M | 0.16% | −3,920−0.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 412,629 | $17.6M | 1.20% | −473−0.1% | Reduced |
| Nomura Asset Management Co Ltd | 418,716 | $17.9M | 0.06% | +20,859+5.2% | Added |
| Manning & Napier Advisors LLC | 419,667 | $17.9M | 0.20% | −17,355−4.0% | Reduced |
| Moore Capital Management, LP | 423,607 | $18.1M | 0.52% | −1,333,091−75.9% | Reduced |
| Mariner, LLC | 426,621 | $18.2M | 0.03% | +7,741+1.8% | Added |
| US Bancorp | 428,380 | $18.3M | 0.02% | +5,291+1.3% | Added |
| Advisors Capital Management, LLC | 428,861 | $18.3M | 0.30% | −3,716−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 433,687 | $18.5M | 0.03% | −196,422−31.2% | Reduced |
| Comerica Bank | 433,985 | $18.6M | 0.07% | +15,021+3.6% | Added |
| Victory Capital Management Inc | 434,547 | $18.6M | 0.02% | −23,106−5.0% | Reduced |
| Nisa Investment Advisors, LLC | 435,444 | $18.6M | 0.11% | −404,800−48.2% | Reduced |
| Man Group plc | 437,158 | $18.7M | 0.05% | −123,977−22.1% | Reduced |
| Natixis Advisors, L.P. | 451,576 | $19.3M | 0.04% | +30,626+7.3% | Added |
| Cramer Rosenthal McGlynn LLC | 452,135 | $19.3M | 1.07% | +74,352+19.7% | Added |
| Cetera Investment Advisers | 453,551 | $19.4M | 0.04% | +24,193+5.6% | Added |
| Davenport & Co LLC | 454,976 | $19.5M | 0.11% | −10,548−2.3% | Reduced |
| Professional Advisory Services Inc | 457,456 | $19.6M | 2.57% | −77,575−14.5% | Reduced |
| USS Investment Management Ltd | 459,574 | $19.6M | 0.14% | +7,229+1.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 464,346 | $19.9M | 1.13% | +464,346 | New |
| Godsey & Gibb Associates | 464,446 | $19.9M | 1.90% | +12,350+2.7% | Added |
| Resona Asset Management Co.,Ltd. | 467,322 | $20.0M | 0.12% | −11,649−2.4% | Reduced |
| Swiss Life Asset Management Ltd | 473,633 | $20.3M | 0.23% | −10,172−2.1% | Reduced |
| State of New Jersey Common Pension Fund D | 479,334 | $20.5M | 0.08% | +15,734+3.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 483,801 | $20.7M | 0.05% | +34,543+7.7% | Added |
| Candriam Luxembourg S.C.A. | 492,613 | $21.1M | 0.12% | +120,796+32.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 492,786 | $21.1M | 0.05% | −18,346−3.6% | Reduced |
| State of Tennessee, Treasury Department | 498,673 | $21.3M | 0.07% | −12,081−2.4% | Reduced |
| GW Henssler & Associates Ltd | 505,145 | $21.6M | 1.22% | +494,007+4,435.3% | Added |
| Asset Management One Co.,Ltd. | 509,439 | $21.8M | 0.08% | +20,862+4.3% | Added |
| Mn Services Vermogensbeheer B.V. | 514,100 | $22.0M | 0.15% | −10,000−1.9% | Reduced |
| Deprince Race & Zollo Inc | 520,880 | $22.3M | 0.43% | −6,836−1.3% | Reduced |
| Danske Bank A/S | 540,621 | $23.1M | 0.08% | −4,800−0.9% | Reduced |
| Cerity Partners LLC | 543,110 | $23.2M | 0.05% | +4,088+0.8% | Added |
| Synovus Financial Corp | 556,243 | $23.8M | 0.28% | +118,692+27.1% | Added |
| Storebrand Asset Management AS | 559,702 | $23.9M | 0.08% | +14,295+2.6% | Added |
| DekaBank Deutsche Girozentrale | 572,564 | $24.0M | 0.04% | +6,539+1.2% | Added |
| Alps Advisors Inc | 575,933 | $24.6M | 0.16% | −48,770−7.8% | Reduced |
| Treasurer of the State of North Carolina | 583,440 | $25.0M | 0.10% | −1,960−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 595,240 | $25.5M | 0.11% | −4,837−0.8% | Reduced |
| Diamond Hill Capital Management Inc | 600,891 | $25.7M | 0.10% | −185,085−23.5% | Reduced |
| Jones Financial Companies LLLP | 607,602 | $25.8M | 0.03% | +329,801+118.7% | Added |
| Caisse de Depot Et Placement du Quebec | 609,935 | $26.1M | 0.05% | +609,935 | New |
| Zacks Investment Management | 627,277 | $26.8M | 0.23% | +77,800+14.2% | Added |
| CI Private Wealth, LLC | 627,891 | $26.9M | 0.04% | +61,791+10.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 631,832 | $27.0M | 0.06% | −2,441−0.4% | Reduced |
| TD Asset Management Inc | 639,143 | $27.2M | 0.02% | −46,899−6.8% | Reduced |
| Aquatic Capital Management LLC | 642,700 | $27.5M | 0.72% | +401,410+166.4% | Added |
| Toronto Dominion Bank | 665,213 | $28.5M | 0.05% | +9,490+1.4% | Added |
| VGI Partners Ltd | 665,781 | $28.5M | 2.52% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 673,172 | $28.8M | 0.04% | −104,835−13.5% | Reduced |
| Commonwealth Equity Services, LLC | 690,358 | $29.5M | 0.04% | −37,507−5.2% | Reduced |
| Balyasny Asset Management LLC | 713,356 | $30.5M | 0.08% | +713,356 | New |
| Capital Group Private Client Services, Inc. | 718,298 | $30.7M | 0.29% | +486,206+209.5% | Added |
| Capital International Inc | 730,778 | $31.3M | 0.39% | +64,541+9.7% | Added |
| Brandes Investment Partners, LP | 741,770 | $31.7M | 0.36% | +14,757+2.0% | Added |
| Cubist Systematic Strategies, LLC | 745,859 | $31.9M | 0.48% | +745,859 | New |
| Kornitzer Capital Management Inc | 751,529 | $32.1M | 0.59% | −30,022−3.8% | Reduced |
| Tweedy, Browne Co LLC | 760,929 | $32.5M | 1.55% | −18,795−2.4% | Reduced |
| Captrust Financial Advisors | 761,953 | $32.6M | 0.10% | +1,059+0.1% | Added |
| Swedbank AB | 762,652 | $32.6M | 0.04% | −1,246−0.2% | Reduced |
| Pictet Asset Management Holding SA | 780,871 | $33.4M | 0.04% | +92,278+13.4% | Added |
| Morningstar Investment Services LLC | 820,753 | $34.9M | 0.36% | −5,857−0.7% | Reduced |
| STRS Ohio | 816,066 | $34.9M | 0.13% | −3,676−0.4% | Reduced |
| National Bank of Canada | 821,705 | $35.1M | 0.05% | −1,193,186−59.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 841,862 | $36.0M | 0.11% | −26,496−3.1% | Reduced |
| Twinbeech Capital LP | 847,163 | $36.2M | 0.69% | +847,163 | New |
| Schwartz Investment Counsel Inc | 849,795 | $36.3M | 1.29% | −237,000−21.8% | Reduced |
| Aviva PLC | 878,657 | $37.6M | 0.10% | +21,310+2.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 922,747 | $39.5M | 2.70% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 923,193 | $39.5M | 0.10% | +115,532+14.3% | Added |
| Schroder Investment Management Group | 941,914 | $40.1M | 0.04% | +29,220+3.2% | Added |
| SEI Investments Co | 964,298 | $41.2M | 0.05% | −179,512−15.7% | Reduced |
| Janney Montgomery Scott LLC | 965,644 | $41.3M | 0.12% | −4,123−0.4% | Reduced |
| rhino investment partners, Inc | 1,016,421 | $43.5M | 10.02% | −435,946−30.0% | Reduced |
| KBC Group NV | 1,032,130 | $44.1M | 0.13% | −1,777,944−63.3% | Reduced |
| Great West Life Assurance Co | 1,051,045 | $45.0M | 0.08% | −106,065−9.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,062,264 | $45.4M | 0.08% | +303,700+40.0% | Added |
| New York State Teachers Retirement System | 1,071,214 | $45.8M | 0.09% | −41,287−3.7% | Reduced |
| Retirement Systems of Alabama | 1,084,863 | $46.4M | 0.17% | −78,387−6.7% | Reduced |
| Royal London Asset Management Ltd | 1,098,989 | $47.0M | 0.12% | +16,059+1.5% | Added |
| Qube Research & Technologies Ltd | 1,136,090 | $48.6M | 0.09% | +1,136,022+1,670,620.6% | Added |
| Rafferty Asset Management, LLC | 1,143,068 | $48.9M | 0.17% | +302,466+36.0% | Added |
| Standard Life Aberdeen plc | 1,184,313 | $50.5M | 0.09% | +49,157+4.3% | Added |
| Fort Washington Investment Advisors Inc | 1,187,700 | $50.8M | 0.31% | −15,971−1.3% | Reduced |
| RE Advisers Corp | 1,215,500 | $52.0M | 1.24% | −1,900−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,235,078 | $52.8M | 0.03% | −81,545−6.2% | Reduced |
| Welch Group, LLC | 1,241,834 | $53.1M | 2.31% | +19,054+1.6% | Added |
| Verition Fund Management LLC | 1,266,904 | $54.2M | 0.37% | −831,584−39.6% | Reduced |
| NFJ Investment Group, LLC | 1,310,345 | $56.0M | 1.64% | −144,404−9.9% | Reduced |
| Douglas Lane & Associates, LLC | 1,314,836 | $56.2M | 0.77% | −84,406−6.0% | Reduced |