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 |
|---|---|---|---|---|---|
| City State Bank | 453 | $19.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 454 | $19.4K | 0.00% | +372+453.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 498 | $21.3K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $21.4K | 0.00% | +500 | New |
| Newbridge Financial Services Group, Inc. | 503 | $21.5K | 0.01% | +128+34.1% | Added |
| Financial Perspectives, Inc | 505 | $21.6K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 513 | $21.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 538 | $23.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 568 | $24.3K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 570 | $24.4K | 0.01% | −162−22.1% | Reduced |
| Prestige Wealth Management Group LLC | 579 | $24.8K | 0.01% | −7,747−93.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $25.0K | 0.01% | −1,606−73.0% | Reduced |
| Hallmark Capital Management Inc | 600 | $25.7K | 0.00% | +600 | New |
| Crewe Advisors LLC | 686 | $29.3K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 690 | $29.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 696 | $29.8K | 0.00% | +453+186.4% | Added |
| Union Savings Bank | 705 | $30.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 715 | $30.6K | 0.02% | +700+4,666.7% | Added |
| Halpern Financial, Inc. | 742 | $31.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 723 | $31.0K | 0.01% | +723 | New |
| MidAtlantic Capital Management, Inc. | 745 | $31.9K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 764 | $32.7K | 0.00% | −29,448−97.5% | Reduced |
| McMahon Financial Advisors, LLC | 767 | $32.8K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $34.0K | 0.02% | +800 | New |
| Sachetta, LLC | 820 | $35.1K | 0.01% | +667+435.9% | Added |
| Edmond de Rothschild Holding S.A. | 837 | $35.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 841 | $36.0K | 0.01% | +8+1.0% | Added |
| Rise Advisors, LLC | 843 | $36.1K | 0.02% | +10+1.2% | Added |
| Horizons Wealth Management | 853 | $36.5K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $36.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 858 | $36.7K | 0.01% | +678+376.7% | Added |
| Kiely Wealth Advisory Group, Inc. | 804 | $37.3K | 0.02% | −12−1.5% | Reduced |
| Winthrop Capital Management, LLC | 914 | $39.0K | 0.02% | −105−10.3% | Reduced |
| CoreCap Advisors, LLC | 921 | $39.4K | 0.00% | +472+105.1% | Added |
| Abound Wealth Management | 927 | $39.7K | 0.01% | −147−13.7% | Reduced |
| Northwest Financial Advisors | 929 | $39.7K | 0.03% | +929 | New |
| Criterion Capital Advisors, LLC | 1,024 | $39.8K | 0.03% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 974 | $41.6K | 0.01% | +4+0.4% | Added |
| Cedar Wealth Management, LLC | 1,000 | $42.8K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,023 | $43.8K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,069 | $45.0K | 0.04% | +215+25.2% | Added |
| JFS Wealth Advisors, LLC | 1,060 | $45.3K | 0.00% | +105+11.0% | Added |
| Ashton Thomas Securities, LLC | 1,062 | $45.4K | 0.01% | +1,062 | New |
| West Paces Advisors Inc. | 1,077 | $46.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,077 | $46.1K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,093 | $46.8K | 0.04% | −542−33.1% | Reduced |
| Washington Trust Advisors, Inc. | 1,094 | $46.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,112 | $47.6K | 0.01% | +53+5.0% | Added |
| Coppell Advisory Solutions LLC | 1,144 | $48.6K | 0.01% | −331−22.4% | Reduced |
| Operose Advisors LLC | 1,180 | $50.5K | 0.02% | +865+274.6% | Added |
| Burkett Financial Services, LLC | 1,198 | $51.2K | 0.02% | +253+26.8% | Added |
| True Wealth Design, LLC | 1,200 | $51.3K | 0.02% | +1,200 | New |
| Voisard Asset Management Group, Inc. | 1,215 | $52.0K | 0.02% | +15+1.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,210 | $52.0K | 0.00% | +930+332.1% | Added |
| Private Wealth Management Group, LLC | 1,232 | $52.7K | 0.02% | +5+0.4% | Added |
| Trust Co | 1,233 | $52.7K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,273 | $54.4K | 0.02% | +8+0.6% | Added |
| Arrow Financial Corp | 1,275 | $54.5K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,298 | $55.5K | 0.02% | +15+1.2% | Added |
| Western Pacific Wealth Management, LP | 1,301 | $55.6K | 0.04% | +1,301 | New |
| GW&K Investment Management, LLC | 1,348 | $58.0K | 0.00% | +72+5.6% | Added |
| Capital Performance Advisors LLP | 1,367 | $58.5K | 0.02% | +1,367 | New |
| Macroview Investment Management LLC | 1,390 | $59.5K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,483 | $63.4K | 0.00% | −971−39.6% | Reduced |
| Mechanics Financial Corp | 1,495 | $63.9K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,555 | $66.5K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,652 | $70.6K | 0.03% | −1,143−40.9% | Reduced |
| Optimum Investment Advisors | 1,671 | $71.5K | 0.03% | 00.0% | Unchanged |
| Elequin Capital LP | 1,800 | $77.0K | 0.01% | +1,800 | New |
| Atlantic Trust, LLC | 1,846 | $79.0K | 0.02% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 59,531 | $79.1K | 0.02% | +59,531 | New |
| Providence Capital Advisors, LLC | 1,857 | $79.4K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,961 | $83.9K | 0.02% | +1,961 | New |
| Smithfield Trust Co | 1,970 | $84.0K | 0.00% | −98−4.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,959 | $84.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,992 | $85.2K | 0.02% | +909+83.9% | Added |
| Exchange Traded Concepts, LLC | 2,007 | $85.8K | 0.00% | +1,602+395.6% | Added |
| First Command Advisory Services, Inc. | 2,029 | $86.8K | 0.00% | +1,986+4,618.6% | Added |
| Pinnacle Bancorp, Inc. | 2,124 | $90.8K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,189 | $91.3K | 0.00% | −71−3.1% | Reduced |
| Covestor Ltd | 2,142 | $92.0K | 0.06% | +33+1.6% | Added |
| Gables Capital Management Inc. | 2,171 | $92.9K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,175 | $93.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,276 | $97.0K | 0.01% | +5+0.2% | Added |
| Bare Financial Services, Inc | 2,403 | $102.8K | 0.04% | +7+0.3% | Added |
| Cranbrook Wealth Management, LLC | 2,430 | $103.9K | 0.02% | +2,430 | New |
| Skopos Labs, Inc. | 2,433 | $104.1K | 0.03% | +2,433 | New |
| Clear Investment Research, LLC | 2,481 | $106.1K | 0.14% | 00.0% | Unchanged |
| CKW Financial Group | 2,600 | $108.0K | 0.01% | −200−7.1% | Reduced |
| Chilton Capital Management LLC | 2,531 | $108.3K | 0.00% | +81+3.3% | Added |
| Quarry LP | 2,551 | $109.1K | 0.03% | +2,551 | New |
| Proffitt & Goodson Inc | 2,587 | $110.6K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,587 | $110.6K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 74,865 | $117.0K | 0.06% | 00.0% | Unchanged |
| First United Bank Trust | 2,838 | $121.4K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,858 | $122.2K | 0.02% | +135+5.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,871 | $122.8K | 0.04% | +700+32.2% | Added |
| Sunbelt Securities, Inc. | 2,882 | $123.3K | 0.01% | +108+3.9% | Added |
| Boyd Watterson Asset Management LLC | 2,887 | $123.5K | 0.03% | −125−4.2% | Reduced |
| Leonteq Securities AG | 2,899 | $124.0K | 0.01% | −527−15.4% | Reduced |