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 |
|---|---|---|---|---|---|
| Kennebec Savings Bank | 9,895 | $423.2K | 0.42% | +9,895 | New |
| Parkside Financial Bank & Trust | 9,929 | $424.7K | 0.06% | +1,884+23.4% | Added |
| WealthTrust Axiom LLC | 9,944 | $425.3K | 0.13% | 00.0% | Unchanged |
| Ellevest, Inc. | 9,971 | $426.5K | 0.02% | −1,572−13.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 9,995 | $427.5K | 0.04% | −4,910−32.9% | Reduced |
| American Assets Inc | 10,000 | $427.7K | 0.14% | 00.0% | Unchanged |
| Par Capital Management Inc | 10,000 | $427.7K | 0.01% | +10,000 | New |
| Waldron Private Wealth LLC | 10,038 | $429.3K | 0.02% | +389+4.0% | Added |
| FSB Premier Wealth Management, Inc. | 10,040 | $429.4K | 0.18% | −780−7.2% | Reduced |
| Sterling Capital Management LLC | 10,092 | $431.6K | 0.01% | +10,092 | New |
| Sage Mountain Advisors LLC | 10,111 | $432.5K | 0.04% | +465+4.8% | Added |
| Shepherd Financial Partners LLC | 10,156 | $434.4K | 0.05% | +763+8.1% | Added |
| Clarius Group, LLC | 10,252 | $434.6K | 0.03% | −275−2.6% | Reduced |
| Wedmont Private Capital | 10,370 | $435.5K | 0.02% | +953+10.1% | Added |
| Cypress Capital Group | 10,186 | $435.7K | 0.05% | +119+1.2% | Added |
| Venturi Wealth Management, LLC | 10,229 | $437.5K | 0.02% | +599+6.2% | Added |
| Legacy Capital Group California, Inc. | 10,242 | $438.1K | 0.15% | −662−6.1% | Reduced |
| Taylor Hoffman Capital Management LLC | 10,188 | $438.6K | 0.17% | +10,188 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,323 | $441.5K | 0.05% | +7+0.1% | Added |
| Successful Portfolios LLC | 10,348 | $442.6K | 0.30% | +7+0.1% | Added |
| BSW Wealth Partners | 10,365 | $443.3K | 0.07% | +144+1.4% | Added |
| Bartlett & Co. Wealth Management LLC | 10,378 | $443.9K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 10,385 | $444.2K | 0.13% | −1,125−9.8% | Reduced |
| Keudell/Morrison Wealth Management | 10,387 | $444.2K | 0.12% | 00.0% | Unchanged |
| Forum Financial Management, LP | 10,397 | $444.7K | 0.01% | +91+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 10,399 | $444.8K | 0.01% | +270+2.7% | Added |
| Park Place Capital Corp | 10,480 | $448.2K | 0.13% | −1,640−13.5% | Reduced |
| Transatlantique Private Wealth LLC | 10,483 | $448.4K | 0.17% | −2,796−21.1% | Reduced |
| 1776 Wealth LLC | 10,500 | $449.1K | 0.20% | 00.0% | Unchanged |
| Verum Partners LLC | 10,526 | $450.2K | 0.13% | −47−0.4% | Reduced |
| Valmark Advisers, Inc. | 10,572 | $452.2K | 0.01% | +670+6.8% | Added |
| Koshinski Asset Management, Inc. | 10,600 | $453.3K | 0.04% | −1,572−12.9% | Reduced |
| BLB&B Advisors, LLC | 10,609 | $453.7K | 0.02% | +10,609 | New |
| Wilkins Investment Counsel Inc | 10,620 | $454.2K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10,691 | $457.2K | 0.08% | +5,042+89.3% | Added |
| Tocqueville Asset Management L.P. | 10,697 | $457.5K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 10,776 | $460.9K | 0.27% | −104−1.0% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,778 | $461.0K | 0.23% | +50+0.5% | Added |
| Perpetual Ltd | 10,851 | $464.1K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 10,904 | $466.4K | 0.15% | +10,904 | New |
| Centennial Wealth Advisory LLC | 10,915 | $466.8K | 0.18% | +482+4.6% | Added |
| Heritage Investors Management Corp | 10,975 | $469.0K | 0.02% | +10,975 | New |
| Bard Financial Services, Inc. | 11,000 | $470.5K | 0.06% | −1,700−13.4% | Reduced |
| CNB Bank | 11,018 | $471.2K | 0.22% | −2,290−17.2% | Reduced |
| Foster & Motley Inc | 11,037 | $472.0K | 0.03% | +2,199+24.9% | Added |
| Parallel Advisors, LLC | 11,041 | $472.2K | 0.01% | +1,198+12.2% | Added |
| Dark Forest Capital Management LP | 11,066 | $473.3K | 0.06% | +11,066 | New |
| Crawford Investment Counsel Inc | 11,077 | $473.8K | 0.01% | −2,190−16.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,166 | $477.2K | 0.03% | +8,241+281.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11,189 | $478.6K | 0.13% | +718+6.9% | Added |
| Sowell Financial Services LLC | 11,462 | $490.0K | 0.02% | −945−7.6% | Reduced |
| Cidel Asset Management Inc | 11,471 | $490.6K | 0.03% | −652−5.4% | Reduced |
| My Legacy Advisors, LLC | 11,499 | $491.8K | 0.19% | +1,566+15.8% | Added |
| Klingman & Associates, LLC | 11,547 | $493.9K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11,531 | $494.0K | 0.23% | −386−3.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 11,501 | $497.9K | 0.12% | +1,532+15.4% | Added |
| Sculati Wealth Management, LLC | 11,659 | $498.7K | 0.20% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 11,690 | $500.0K | 0.46% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,756 | $502.8K | 0.00% | −399−3.3% | Reduced |
| Longfellow Investment Management Co LLC | 11,794 | $504.4K | 0.13% | +71+0.6% | Added |
| Pathway Financial Advisors LLC | 11,864 | $507.4K | 0.13% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,958 | $511.5K | 0.04% | +4,070+51.6% | Added |
| Point72 Hong Kong Ltd | 11,959 | $511.5K | 0.04% | +11,959 | New |
| Washington Capital Management Inc | 12,000 | $513.2K | 0.40% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 12,033 | $514.7K | 0.02% | +76+0.6% | Added |
| Keel Point, LLC | 12,117 | $518.3K | 0.04% | −245−2.0% | Reduced |
| Waterloo Capital, L.P. | 12,129 | $518.8K | 0.06% | −2,283−15.8% | Reduced |
| Intrust Bank NA | 12,140 | $519.2K | 0.05% | +195+1.6% | Added |
| NBT Bank N A | 12,149 | $519.6K | 0.04% | −1,265−9.4% | Reduced |
| Westover Capital Advisors, LLC | 12,218 | $522.6K | 0.10% | +5,200+74.1% | Added |
| Texas Yale Capital Corp. | 12,248 | $523.8K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 12,497 | $534.5K | 0.03% | −106−0.8% | Reduced |
| Uncommon Cents Investing LLC | 12,540 | $536.3K | 0.15% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 12,582 | $538.1K | 0.04% | +1,219+10.7% | Added |
| Evercore Wealth Management, LLC | 12,603 | $539.0K | 0.01% | −1,945−13.4% | Reduced |
| Haverford Trust Co | 12,629 | $540.1K | 0.01% | +998+8.6% | Added |
| Plato Investment Management Ltd | 12,721 | $543.5K | 0.04% | +6,184+94.6% | Added |
| Ransom Advisory, Ltd | 12,730 | $544.5K | 0.25% | −394−3.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,735 | $545.0K | 0.12% | +3,155+32.9% | Added |
| Good Life Advisors, LLC | 12,759 | $545.7K | 0.03% | +2,143+20.2% | Added |
| Vaughan David Investments LLC | 12,792 | $547.0K | 0.01% | −1,418−10.0% | Reduced |
| Marcum Wealth, LLC | 12,809 | $547.8K | 0.05% | −671−5.0% | Reduced |
| NorthRock Partners, LLC | 12,851 | $549.6K | 0.02% | +869+7.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,860 | $550.0K | 0.03% | −5,511−30.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 12,901 | $551.8K | 0.14% | −176−1.3% | Reduced |
| X-Square Capital, LLC | 12,901 | $552.0K | 0.24% | −33−0.3% | Reduced |
| Chilton Investment Co LLC | 12,950 | $553.9K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 13,000 | $556.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 13,011 | $556.5K | 0.12% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 13,050 | $558.2K | 0.04% | −720−5.2% | Reduced |
| Silver Oak Securities, Inc | 13,170 | $560.0K | 0.06% | +2,030+18.2% | Added |
| Greenleaf Trust | 13,099 | $560.2K | 0.00% | +795+6.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $561.3K | 0.17% | 00.0% | Unchanged |
| Outfitter Financial LLC | 13,131 | $561.6K | 0.46% | −1,946−12.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,139 | $561.9K | 0.12% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 13,408 | $571.0K | 0.01% | −110−0.8% | Reduced |
| Chemung Canal Trust Co | 13,404 | $573.3K | 0.12% | 00.0% | Unchanged |
| Archer Investment Corp | 13,409 | $573.5K | 0.15% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 13,462 | $575.8K | 0.18% | +13,462 | New |
| Pinnacle Holdings, LLC | 13,520 | $578.3K | 0.23% | 00.0% | Unchanged |