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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 3,000 | $128.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,171 | $135.6K | 0.01% | +166+5.5% | Added |
| Creative Financial Designs Inc | 3,269 | $139.8K | 0.01% | +11+0.3% | Added |
| MV Capital Management, Inc. | 3,280 | $140.3K | 0.01% | +27+0.8% | Added |
| Riverview Trust Co | 3,315 | $141.8K | 0.12% | +20+0.6% | Added |
| Caldwell Sutter Capital, Inc. | 3,345 | $143.1K | 0.07% | −312−8.5% | Reduced |
| Oarsman Capital, Inc. | 3,473 | $148.5K | 0.03% | +3,473 | New |
| Deseret Mutual Benefit Administrators | 3,499 | $149.7K | 0.08% | −184−5.0% | Reduced |
| Fairscale Capital, LLC | 3,503 | $149.8K | 0.13% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,562 | $152.3K | 0.01% | +58+1.7% | Added |
| Alta Advisers Ltd | 3,600 | $154.0K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,605 | $154.2K | 0.02% | +5+0.1% | Added |
| Aster Capital Management (DIFC) Ltd | 3,622 | $154.9K | 0.03% | +3,622 | New |
| AdvisorNet Financial, Inc | 3,667 | $156.8K | 0.01% | +1,068+41.1% | Added |
| Tobam | 3,666 | $157.0K | 0.03% | +702+23.7% | Added |
| Washington Trust Co | 3,682 | $157.5K | 0.01% | +68+1.9% | Added |
| Catalyst Capital Advisors LLC | 3,861 | $165.1K | 0.00% | +3,861 | New |
| Asset Dedication, LLC | 3,863 | $165.2K | 0.01% | −1,570−28.9% | Reduced |
| Dakota Community Bank & Trust NA | 3,878 | $165.9K | 0.83% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,000 | $171.1K | 0.05% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,048 | $173.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4,072 | $174.2K | 0.14% | +176+4.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,094 | $175.1K | 0.10% | −113−2.7% | Reduced |
| Cromwell Holdings LLC | 4,108 | $175.7K | 0.11% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4,273 | $182.8K | 0.01% | +1,403+48.9% | Added |
| Harbour Investments, Inc. | 4,313 | $184.5K | 0.01% | +537+14.2% | Added |
| Bollard Group LLC | 4,326 | $185.0K | 0.00% | +50+1.2% | Added |
| Hartford Financial Management Inc. | 4,399 | $188.1K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,434 | $189.6K | 0.01% | −4,510−50.4% | Reduced |
| Eastern Bank | 4,478 | $191.5K | 0.00% | +4,478 | New |
| Horizon Bancorp Inc | 4,519 | $193.0K | 0.09% | −1,208−21.1% | Reduced |
| Accordant Advisory Group Inc | 4,524 | $193.5K | 0.15% | +3,488+336.7% | Added |
| Capital Analysts, LLC | 4,598 | $196.0K | 0.01% | +1,043+29.3% | Added |
| Alaethes Wealth LLC | 4,694 | $200.8K | 0.07% | +4,694 | New |
| Bright Futures Wealth Management, LLC. | 4,665 | $202.0K | 0.10% | +4,665 | New |
| ProVise Management Group, LLC | 4,741 | $202.8K | 0.02% | −3,027−39.0% | Reduced |
| Family Firm, Inc. | 4,741 | $202.8K | 0.04% | +18+0.4% | Added |
| Allegiance Financial Group Advisory Services LLC | 4,742 | $202.8K | 0.07% | +4,742 | New |
| PGGM Investments | 4,736 | $203.0K | 0.00% | −10,943−69.8% | Reduced |
| MQS Management LLC | 4,752 | $203.2K | 0.11% | +4,752 | New |
| Quest Partners LLC | 4,754 | $203.3K | 0.02% | +2,129+81.1% | Added |
| Simon Quick Advisors, LLC | 4,769 | $204.0K | 0.01% | +4,769 | New |
| Nemes Rush Group LLC | 5,233 | $204.0K | 0.03% | +633+13.8% | Added |
| Sound Income Strategies, LLC | 4,776 | $204.3K | 0.01% | +991+26.2% | Added |
| AlphaMark Advisors, LLC | 4,794 | $205.0K | 0.07% | −688−12.6% | Reduced |
| Stonegate Investment Group, LLC | 4,804 | $205.5K | 0.01% | −588−10.9% | Reduced |
| TrueWealth Advisors, LLC | 4,860 | $207.9K | 0.07% | +4,860 | New |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $208.0K | 0.09% | +4,871 | New |
| American Capital Advisory, LLC | 4,876 | $208.5K | 0.12% | +850+21.1% | Added |
| Wrapmanager Inc | 4,909 | $210.0K | 0.05% | −2,366−32.5% | Reduced |
| Ascent Group, LLC | 4,918 | $210.4K | 0.02% | +4,918 | New |
| Enterprise Financial Services Corp | 4,921 | $210.5K | 0.12% | −578−10.5% | Reduced |
| Harmony Asset Management LLC | 4,940 | $211.3K | 0.08% | −615−11.1% | Reduced |
| Apexium Financial, LP | 4,942 | $211.4K | 0.01% | −268−5.1% | Reduced |
| SevenBridge Financial Group, LLC | 4,553 | $211.4K | 0.04% | +4,553 | New |
| Delta Financial Group, Inc. | 4,966 | $212.0K | 0.08% | +4,966 | New |
| LongView Wealth Management | 4,975 | $212.8K | 0.07% | −347−6.5% | Reduced |
| Thoroughbred Financial Services, LLC | 5,001 | $213.0K | 0.01% | +5,001 | New |
| Davis R M Inc | 4,998 | $213.8K | 0.00% | −780−13.5% | Reduced |
| Tennessee Valley Asset Management Partners | 4,991 | $215.8K | 0.04% | +4,991 | New |
| Radnor Capital Management, LLC | 5,045 | $216.0K | 0.03% | +5,045 | New |
| Lantern Wealth Advisors, LLC | 5,061 | $216.5K | 0.15% | −750−12.9% | Reduced |
| Syon Capital LLC | 5,067 | $216.7K | 0.02% | +5,067 | New |
| Spirepoint Private Client, LLC | 5,076 | $217.1K | 0.03% | +5,076 | New |
| Yeomans Consulting Group, Inc. | 5,086 | $217.5K | 0.08% | −1,499−22.8% | Reduced |
| Shayne & Co., LLC | 5,086 | $217.5K | 0.05% | +5,086 | New |
| Western Wealth Management, LLC | 5,098 | $218.0K | 0.01% | +5,098 | New |
| Castleview Partners, LLC | 5,128 | $219.3K | 0.13% | +69+1.4% | Added |
| Virtue Capital Management, LLC | 5,140 | $219.8K | 0.04% | −82−1.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,158 | $220.6K | 0.00% | −2,853−35.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,199 | $222.4K | 0.01% | +5,199 | New |
| Keynote Financial Services LLC | 5,203 | $222.5K | 0.17% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 5,204 | $222.6K | 0.03% | −85−1.6% | Reduced |
| Prosperity Consulting Group, LLC | 5,209 | $222.8K | 0.02% | +5,209 | New |
| M. Kulyk & Associates, LLC | 5,226 | $223.5K | 0.04% | −26−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 5,148 | $223.6K | 0.01% | +5,148 | New |
| Southern Capital Advisors, LLC | 5,239 | $224.1K | 0.13% | +61+1.2% | Added |
| ASB Consultores, LLC | 5,241 | $224.2K | 0.09% | +5,241 | New |
| Element Wealth, LLC | 5,250 | $224.5K | 0.12% | +5,250 | New |
| L2 Asset Management, LLC | 5,282 | $225.9K | 0.06% | +5,282 | New |
| Future Financial Wealth Managment LLC | 5,300 | $226.7K | 0.16% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,302 | $226.8K | 0.08% | +89+1.7% | Added |
| Cape Investment Advisory, Inc. | 5,308 | $227.0K | 0.09% | +30+0.6% | Added |
| Next Level Private LLC | 5,328 | $227.9K | 0.09% | +62+1.2% | Added |
| SC&H Financial Advisors, Inc. | 5,333 | $228.1K | 0.05% | +150+2.9% | Added |
| Occidental Asset Management, LLC | 5,350 | $228.8K | 0.04% | +5,350 | New |
| Headlands Technologies LLC | 5,351 | $228.9K | 0.03% | +5,331+26,655.0% | Added |
| Mountain Pacific Investment Advisers Inc | 5,366 | $229.5K | 0.02% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,376 | $229.9K | 0.03% | +5,376 | New |
| CFO4Life Group, LLC | 5,408 | $231.3K | 0.04% | +33+0.6% | Added |
| Muirfield Wealth Advisors LLC | 5,409 | $231.4K | 0.20% | +63+1.2% | Added |
| LRI Investments, LLC | 5,006 | $231.5K | 0.02% | +2,222+79.8% | Added |
| Mather Group, LLC. | 5,425 | $232.0K | 0.00% | −2,983−35.5% | Reduced |
| First American Trust, FSB | 5,425 | $232.0K | 0.02% | −5−0.1% | Reduced |
| Grove Bank & Trust | 5,443 | $232.8K | 0.03% | +3,433+170.8% | Added |
| Five Oceans Advisors | 5,469 | $233.9K | 0.11% | +5,469 | New |
| High Net Worth Advisory Group LLC | 5,477 | $234.3K | 0.07% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 5,502 | $235.3K | 0.09% | −76−1.4% | Reduced |
| Country Club Bank | 5,550 | $236.0K | 0.02% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 5,460 | $236.4K | 0.12% | −2,752−33.5% | Reduced |