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 |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 5,528 | $236.4K | 0.01% | +35+0.6% | Added |
| USA Financial Portformulas Corp | 5,532 | $236.6K | 0.04% | +421+8.2% | Added |
| Ci Investments Inc. | 5,539 | $237.0K | 0.00% | +130+2.4% | Added |
| Sugarloaf Wealth Management, LLC | 5,550 | $237.4K | 0.04% | +3+0.1% | Added |
| Augustine Asset Management Inc | 5,562 | $237.9K | 0.08% | −175−3.1% | Reduced |
| PDS Planning, Inc | 5,572 | $238.3K | 0.02% | +5,572 | New |
| Banco Santander, S.A. | 5,574 | $238.4K | 0.00% | +5,574 | New |
| Advisory Alpha, LLC | 5,579 | $238.6K | 0.01% | +5,579 | New |
| Trust Point Inc. | 5,580 | $238.7K | 0.02% | −863−13.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 5,583 | $238.8K | 0.08% | +5,583 | New |
| Invesco, LLC | 5,585 | $238.9K | 0.10% | −222−3.8% | Reduced |
| Capital Square, LLC | 5,610 | $240.0K | 0.15% | −208−3.6% | Reduced |
| Capstone Investment Advisors, LLC | 5,613 | $240.1K | 0.00% | −533−8.7% | Reduced |
| CVA Family Office, LLC | 5,616 | $240.2K | 0.04% | +74+1.3% | Added |
| Cannon Wealth Management Services, LLC | 5,624 | $240.5K | 0.22% | +5,624 | New |
| Central Trust Co | 5,661 | $242.1K | 0.01% | −1,252−18.1% | Reduced |
| CIC Wealth, LLC | 5,670 | $242.5K | 0.06% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 5,678 | $242.9K | 0.03% | +20+0.4% | Added |
| Traveka Wealth, LLC | 5,711 | $244.3K | 0.12% | +5,711 | New |
| Lindbrook Capital, LLC | 5,712 | $244.3K | 0.02% | −258−4.3% | Reduced |
| Lantz Financial LLC | 5,732 | $245.2K | 0.07% | +5,732 | New |
| Baron Wealth Management LLC | 5,733 | $245.2K | 0.12% | +19+0.3% | Added |
| Waddell & Associates, LLC | 5,751 | $246.0K | 0.03% | +5,751 | New |
| Hardy Reed LLC | 5,762 | $246.4K | 0.02% | +5,762 | New |
| Smith Thornton Advisors LLC | 5,775 | $247.0K | 0.16% | +107+1.9% | Added |
| Calton & Associates, Inc. | 5,775 | $247.0K | 0.09% | −2,618−31.2% | Reduced |
| D'Orazio & Associates, Inc. | 5,780 | $247.2K | 0.04% | 00.0% | Unchanged |
| Mendel Money Management | 5,824 | $249.1K | 0.11% | −65−1.1% | Reduced |
| Empower Advisory Group, LLC | 5,849 | $250.2K | 0.00% | −3,107−34.7% | Reduced |
| Strategic Wealth Designers | 6,004 | $250.5K | 0.03% | +177+3.0% | Added |
| Rock Point Advisors, LLC | 5,875 | $251.3K | 0.07% | −175−2.9% | Reduced |
| Klingenstein Fields & Co LP | 5,912 | $252.9K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,925 | $253.4K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,928 | $253.5K | 0.03% | −119−2.0% | Reduced |
| Cornerstone Management, Inc. | 5,938 | $254.0K | 0.05% | +417+7.6% | Added |
| Transamerica Financial Advisors, Inc. | 5,916 | $254.0K | 0.02% | +2,408+68.6% | Added |
| RMB Capital Management, LLC | 5,945 | $254.3K | 0.01% | −323−5.2% | Reduced |
| Evermay Wealth Management LLC | 5,955 | $254.7K | 0.04% | −30−0.5% | Reduced |
| Integrated Advisors Network LLC | 6,025 | $257.7K | 0.01% | +6,025 | New |
| Avestar Capital, LLC | 6,049 | $258.7K | 0.03% | +582+10.6% | Added |
| CenterStar Asset Management, LLC | 6,098 | $260.9K | 0.39% | +6,098 | New |
| Sunpointe, LLC | 6,113 | $261.5K | 0.21% | −25−0.4% | Reduced |
| RiverFront Investment Group, LLC | 6,113 | $261.5K | 0.01% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 6,126 | $262.0K | 0.07% | −27−0.4% | Reduced |
| Jump Financial, LLC | 6,129 | $262.1K | 0.01% | +6,129 | New |
| Main Street Financial Solutions, LLC | 6,152 | $263.1K | 0.02% | −60−1.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,172 | $264.0K | 0.10% | 00.0% | Unchanged |
| Graypoint LLC | 6,195 | $265.0K | 0.02% | +589+10.5% | Added |
| Hamilton Capital Partners Inc. | 6,200 | $265.2K | 0.02% | −8,200−56.9% | Reduced |
| Avaii Wealth Management, LLC | 6,232 | $266.6K | 0.13% | −773−11.0% | Reduced |
| Great Valley Advisor Group, Inc. | 6,229 | $266.6K | 0.01% | −63−1.0% | Reduced |
| Philadelphia Trust Co | 6,252 | $267.0K | 0.02% | +6,252 | New |
| Patrick M Sweeney & Associates, Inc | 6,245 | $267.1K | 0.20% | +538+9.4% | Added |
| Cable Hill Partners, LLC | 6,260 | $267.7K | 0.03% | −117−1.8% | Reduced |
| Gateway Investment Advisers LLC | 6,271 | $268.2K | 0.00% | −181−2.8% | Reduced |
| 1620 Investment Advisors, Inc. | 6,287 | $268.9K | 0.20% | +104+1.7% | Added |
| United Community Bank | 6,328 | $270.6K | 0.11% | −40−0.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,328 | $270.7K | 0.03% | +223+3.7% | Added |
| Transcend Wealth Collective, LLC | 6,362 | $272.1K | 0.02% | −287−4.3% | Reduced |
| GeoWealth Management, LLC | 6,367 | $272.3K | 0.01% | −1,663−20.7% | Reduced |
| Farmers Trust Co | 6,384 | $273.0K | 0.05% | −5,018−44.0% | Reduced |
| Geller Advisors LLC | 6,397 | $273.6K | 0.02% | −424−6.2% | Reduced |
| Clear Street Markets LLC | 6,400 | $274.0K | 0.18% | +3,700+137.0% | Added |
| FDx Advisors, Inc. | 6,426 | $275.0K | 0.07% | +11+0.2% | Added |
| Family Legacy, Inc. | 6,433 | $275.2K | 0.09% | 00.0% | Unchanged |
| 1st Source Bank | 6,463 | $276.4K | 0.02% | −524−7.5% | Reduced |
| LifePlan Financial, LLC | 6,477 | $277.0K | 0.24% | −25−0.4% | Reduced |
| Rakuten Securities, Inc. | 6,521 | $278.9K | 0.12% | −3,600−35.6% | Reduced |
| Meridian Financial Partners LLC | 6,532 | $279.0K | 0.14% | +60+0.9% | Added |
| Canton Hathaway, LLC | 6,516 | $279.0K | 0.07% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 6,552 | $280.2K | 0.13% | +17+0.3% | Added |
| Heritage Oak Wealth Advisors LLC | 6,552 | $280.2K | 0.13% | +6,552 | New |
| Phillips Wealth Planners LLC | 6,343 | $282.5K | 0.27% | −36−0.6% | Reduced |
| Councilmark Asset Management, LLC | 6,650 | $284.4K | 0.19% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6,658 | $284.8K | 0.03% | +1,147+20.8% | Added |
| Heartwood Wealth Advisors LLC | 6,698 | $286.5K | 0.03% | −2,833−29.7% | Reduced |
| Wagner Wealth Management, LLC | 6,703 | $286.7K | 0.08% | −1,157−14.7% | Reduced |
| Peachtree Investment Partners, LLC | 6,729 | $287.8K | 0.11% | −465−6.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,743 | $288.4K | 0.01% | +20.0% | Added |
| Secure Asset Management, LLC | 6,745 | $288.5K | 0.05% | −2,159−24.2% | Reduced |
| Quotient Wealth Partners, LLC | 6,751 | $288.7K | 0.01% | +691+11.4% | Added |
| Sapient Capital LLC | 6,768 | $289.5K | 0.01% | −79−1.2% | Reduced |
| Keystone Financial Group | 6,776 | $289.8K | 0.04% | +554+8.9% | Added |
| Aprio Wealth Management, LLC | 6,786 | $290.2K | 0.05% | −18−0.3% | Reduced |
| Kovack Advisors, Inc. | 6,795 | $290.6K | 0.03% | −1,501−18.1% | Reduced |
| Catalyst Financial Partners LLC | 6,817 | $291.6K | 0.06% | +332+5.1% | Added |
| Capital City Trust Co | 6,857 | $293.3K | 0.07% | −1,767−20.5% | Reduced |
| Caldwell Trust Co | 6,888 | $294.6K | 0.03% | −372−5.1% | Reduced |
| Daymark Wealth Partners, LLC | 6,926 | $296.2K | 0.01% | −290−4.0% | Reduced |
| Axq Capital, LP | 6,949 | $297.2K | 0.09% | +6,949 | New |
| Biltmore Family Office, LLC | 6,950 | $297.3K | 0.05% | +70+1.0% | Added |
| Hill Investment Group Partners, LLC | 7,595 | $298.1K | 0.04% | −53−0.7% | Reduced |
| IFP Advisors, Inc | 7,009 | $299.8K | 0.01% | −3,634−34.1% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 7,017 | $300.1K | 0.22% | +7,017 | New |
| Point72 (DIFC) Ltd | 7,039 | $301.1K | 0.02% | +7,039 | New |
| Aldebaran Financial Inc. | 7,088 | $303.2K | 0.36% | −227−3.1% | Reduced |
| LexAurum Advisors, LLC | 7,101 | $303.7K | 0.07% | −100−1.4% | Reduced |
| Select Asset Management & Trust | 7,097 | $304.0K | 0.11% | −5,000−41.3% | Reduced |
| Lazard Asset Management LLC | 7,119 | $304.0K | 0.00% | +3,723+109.6% | Added |
| WBH Advisory Inc | 7,124 | $304.7K | 0.03% | −63−0.9% | Reduced |