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 |
|---|---|---|---|---|---|
| Oversea-Chinese Banking CORP Ltd | 7,172 | $306.7K | 0.01% | 00.0% | Unchanged |
| Capital International Sarl | 7,192 | $307.6K | 0.01% | +7,192 | New |
| Northstar Asset Management LLC | 7,193 | $307.6K | 0.07% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 7,199 | $307.9K | 0.06% | +82+1.2% | Added |
| MBL Wealth, LLC | 7,257 | $310.4K | 0.03% | −110−1.5% | Reduced |
| tru Independence LLC | 7,263 | $310.6K | 0.09% | −122,441−94.4% | Reduced |
| Convergence Financial, LLC | 7,283 | $311.5K | 0.07% | −3,203−30.5% | Reduced |
| Cassia Capital Partners, LLC | 7,311 | $312.7K | 0.21% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,319 | $313.0K | 0.06% | +2,207+43.2% | Added |
| Paradigm Financial Partners, LLC | 6,792 | $315.9K | 0.04% | +6,792 | New |
| Stone Point Wealth LLC | 7,400 | $316.5K | 0.10% | −200−2.6% | Reduced |
| Personal Cfo Solutions, LLC | 7,414 | $317.1K | 0.04% | +1,545+26.3% | Added |
| Central Bank & Trust Co | 7,423 | $317.5K | 0.04% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 7,438 | $318.1K | 0.04% | +7,438 | New |
| United Advisor Group, LLC | 7,474 | $319.7K | 0.07% | +7,474 | New |
| Aaron Wealth Advisors | 7,485 | $320.1K | 0.04% | +1,698+29.3% | Added |
| Gladstone Institutional Advisory LLC | 7,537 | $322.4K | 0.02% | +7,537 | New |
| Beverly Hills Private Wealth, LLC | 7,557 | $323.2K | 0.07% | −1,157−13.3% | Reduced |
| Tritonpoint Wealth, LLC | 7,604 | $323.3K | 0.03% | +42+0.6% | Added |
| Boothbay Fund Management, LLC | 7,586 | $324.5K | 0.01% | −178,778−95.9% | Reduced |
| Johnson Investment Counsel Inc | 7,626 | $326.2K | 0.00% | +362+5.0% | Added |
| Conning Inc. | 7,672 | $328.1K | 0.01% | −117−1.5% | Reduced |
| Morris Financial Concepts, Inc. | 7,688 | $328.8K | 0.14% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 7,714 | $329.9K | 0.11% | +10+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,785 | $333.0K | 0.03% | −20−0.3% | Reduced |
| Lafayette Investments, Inc. | 7,845 | $335.5K | 0.07% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 7,856 | $336.0K | 0.12% | −809−9.3% | Reduced |
| HBK Sorce Advisory LLC | 7,864 | $336.3K | 0.01% | +470+6.4% | Added |
| Scotia Capital Inc. | 7,934 | $339.3K | 0.00% | +2,408+43.6% | Added |
| Fisher Asset Management, LLC | 7,995 | $342.0K | 0.00% | +345+4.5% | Added |
| New Hampshire Trust | 7,997 | $342.0K | 0.07% | −141−1.7% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $342.2K | 0.01% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 8,050 | $344.3K | 0.18% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 8,077 | $345.5K | 0.06% | −227−2.7% | Reduced |
| LBMC Investment Advisors, LLC | 8,098 | $346.4K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 8,132 | $347.8K | 0.02% | +8,132 | New |
| Institute for Wealth Management, LLC. | 8,134 | $347.9K | 0.04% | −298−3.5% | Reduced |
| Berkshire Asset Management LLC | 8,977 | $348.7K | 0.02% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 8,168 | $349.4K | 0.06% | +199+2.5% | Added |
| Central Pacific Bank - Trust Division | 8,200 | $350.7K | 0.04% | −7,300−47.1% | Reduced |
| Cim Investment Mangement Inc | 8,200 | $350.7K | 0.10% | −163−1.9% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $351.1K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8,265 | $353.5K | 0.02% | +463+5.9% | Added |
| MBB Public Markets I LLC | 8,280 | $354.1K | 0.03% | −87,890−91.4% | Reduced |
| Ti-Trust, Inc | 8,330 | $356.3K | 0.26% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 8,361 | $357.6K | 0.01% | +8,361 | New |
| Accurate Wealth Management, LLC | 8,165 | $358.3K | 0.07% | −370−4.3% | Reduced |
| Westpac Banking Corp | 8,397 | $359.1K | 0.02% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 8,416 | $360.0K | 0.07% | +219+2.7% | Added |
| Selective Wealth Management, Inc. | 8,545 | $360.0K | 0.15% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 8,439 | $360.9K | 0.03% | −244−2.8% | Reduced |
| RKL Wealth Management LLC | 8,448 | $361.3K | 0.03% | −30,683−78.4% | Reduced |
| Clark Capital Management Group, Inc. | 8,472 | $362.3K | 0.00% | +60+0.7% | Added |
| BIP Wealth, LLC | 8,473 | $362.4K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 8,501 | $363.6K | 0.18% | +8,501 | New |
| Eagle Strategies LLC | 8,505 | $363.7K | 0.07% | −334−3.8% | Reduced |
| Aviance Capital Partners, LLC | 8,580 | $367.0K | 0.05% | +20.0% | Added |
| International Private Wealth Advisors LLC | 8,607 | $368.1K | 0.54% | −443−4.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,650 | $370.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 8,655 | $370.2K | 0.04% | +71+0.8% | Added |
| Fukoku Mutual Life Insurance Co | 8,675 | $371.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 8,734 | $373.5K | 0.02% | +684+8.5% | Added |
| Continuum Advisory, LLC | 8,104 | $374.8K | 0.05% | +617+8.2% | Added |
| HHM Wealth Advisors, LLC | 8,833 | $377.8K | 0.05% | +69+0.8% | Added |
| Golden State Equity Partners | 8,839 | $378.0K | 0.06% | −2,652−23.1% | Reduced |
| MainStreet Investment Advisors LLC | 8,876 | $379.6K | 0.05% | −4,889−35.5% | Reduced |
| Malaga Cove Capital, LLC | 8,906 | $380.9K | 0.15% | +584+7.0% | Added |
| Chiron Capital Management, LLC | 8,909 | $381.0K | 0.34% | −1,498−14.4% | Reduced |
| Fiducient Advisors LLC | 8,915 | $381.3K | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,959 | $383.0K | 0.00% | −16,996−65.5% | Reduced |
| Fiduciary Trust Co | 8,988 | $384.4K | 0.01% | +1,300+16.9% | Added |
| Hayek Kallen Investment Management | 9,047 | $387.0K | 0.14% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 9,077 | $388.2K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9,117 | $389.0K | 0.07% | −791−8.0% | Reduced |
| Lake Street Advisors Group, LLC | 9,106 | $389.5K | 0.02% | +688+8.2% | Added |
| Aspiriant, LLC | 9,132 | $390.6K | 0.01% | +14+0.2% | Added |
| Everett Harris & Co | 9,133 | $390.6K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 9,216 | $390.6K | 0.15% | +16+0.2% | Added |
| Parthenon LLC | 9,155 | $391.6K | 0.05% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 9,175 | $392.4K | 0.01% | +232+2.6% | Added |
| Ballew Advisors, Inc | 9,218 | $393.0K | 0.26% | +3,616+64.5% | Added |
| Summit Asset Management, LLC | 9,192 | $393.2K | 0.07% | +15+0.2% | Added |
| Headinvest, LLC | 9,253 | $395.8K | 0.07% | −870−8.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,271 | $396.5K | 0.01% | −723−7.2% | Reduced |
| Pallas Capital Advisors LLC | 9,139 | $396.8K | 0.02% | +9,139 | New |
| Rede Wealth, LLC | 9,308 | $398.1K | 0.15% | +30.0% | Added |
| Quadrant Capital Group LLC | 9,397 | $401.9K | 0.03% | +21+0.2% | Added |
| ForthRight Wealth Management, LLC | 9,460 | $404.6K | 0.13% | +147+1.6% | Added |
| Rehmann Capital Advisory Group | 9,468 | $404.9K | 0.03% | +1,265+15.4% | Added |
| Brighton Jones LLC | 9,488 | $405.8K | 0.02% | −14,775−60.9% | Reduced |
| Financial Management Professionals, Inc. | 9,482 | $406.0K | 0.05% | +144+1.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,546 | $408.3K | 0.00% | −1,924−16.8% | Reduced |
| Citizens Financial Group Inc | 9,548 | $408.4K | 0.01% | +938+10.9% | Added |
| NFP Retirement, Inc. | 9,590 | $410.2K | 0.03% | +9+0.1% | Added |
| Shell Asset Management Co | 9,656 | $413.0K | 0.02% | +9,656 | New |
| Pettee Investors, Inc. | 9,665 | $413.4K | 0.20% | 00.0% | Unchanged |
| Smith, Salley & Associates | 9,743 | $416.7K | 0.03% | −210−2.1% | Reduced |
| Franklin Street Advisors Inc | 9,757 | $417.0K | 0.03% | −6,732−40.8% | Reduced |
| Southeast Asset Advisors Inc. | 9,765 | $417.6K | 0.05% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 9,834 | $420.6K | 0.05% | +2,499+34.1% | Added |