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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 13,530 | $578.7K | 0.02% | +2,617+24.0% | Added |
| Aull & Monroe Investment Management Corp | 13,535 | $578.9K | 0.27% | −1,308−8.8% | Reduced |
| Ameritas Investment Partners, Inc. | 13,564 | $580.1K | 0.02% | −517−3.7% | Reduced |
| Illinois Municipal Retirement Fund | 13,599 | $581.6K | 0.01% | +13,599 | New |
| Geneos Wealth Management Inc. | 13,644 | $583.6K | 0.02% | +1,725+14.5% | Added |
| Lakeview Capital Partners, LLC | 13,667 | $584.5K | 0.09% | −10,051−42.4% | Reduced |
| Merit Financial Group, LLC | 13,678 | $585.0K | 0.01% | −15,577−53.2% | Reduced |
| Partners in Financial Planning | 13,680 | $585.1K | 0.12% | +39+0.3% | Added |
| Hilltop National Bank | 13,765 | $588.7K | 0.18% | −177−1.3% | Reduced |
| Westwood Holdings Group Inc. | 13,826 | $591.3K | 0.00% | −1,721−11.1% | Reduced |
| Change Path, LLC | 13,832 | $591.6K | 0.02% | +6,190+81.0% | Added |
| Cigna Investments Inc | 13,841 | $592.0K | 0.11% | −114−0.8% | Reduced |
| Fiduciary Group LLC | 13,848 | $592.3K | 0.06% | −481−3.4% | Reduced |
| Premier Path Wealth Partners, LLC | 13,907 | $594.8K | 0.09% | +38+0.3% | Added |
| PFG Investments, LLC | 13,922 | $595.4K | 0.04% | −1,036−6.9% | Reduced |
| Naples Global Advisors, LLC | 13,978 | $597.9K | 0.06% | +518+3.8% | Added |
| Eads & Heald Wealth Management | 14,014 | $599.0K | 0.28% | +6,042+75.8% | Added |
| Prosperity Wealth Management, Inc. | 14,024 | $599.8K | 0.24% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 14,045 | $600.7K | 0.03% | +339+2.5% | Added |
| Hoxton Planning & Management, LLC | 14,074 | $601.9K | 0.23% | +4,141+41.7% | Added |
| EP Wealth Advisors, LLC | 14,419 | $616.7K | 0.01% | +5,505+61.8% | Added |
| Teza Capital Management LLC | 14,446 | $617.9K | 0.07% | +1,475+11.4% | Added |
| Pensionmark Financial Group, LLC | 14,486 | $619.5K | 0.02% | +2,355+19.4% | Added |
| Smith & Howard Wealth Management, LLC | 14,486 | $619.6K | 0.17% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14,500 | $620.2K | 0.02% | −4,521−23.8% | Reduced |
| Duncan Williams Asset Management, LLC | 14,550 | $622.3K | 0.34% | +6,508+80.9% | Added |
| Montag & Caldwell, LLC | 14,562 | $622.8K | 0.13% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 14,581 | $623.6K | 0.32% | +3,272+28.9% | Added |
| Register Financial Advisors LLC | 14,610 | $624.9K | 0.32% | −1,398−8.7% | Reduced |
| Panagora Asset Management Inc | 14,635 | $625.9K | 0.00% | −257,824−94.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,685 | $628.1K | 0.34% | −36−0.2% | Reduced |
| Tower Bridge Advisors | 14,690 | $628.3K | 0.07% | −2,600−15.0% | Reduced |
| Strategic Blueprint, LLC | 14,754 | $631.0K | 0.04% | −939−6.0% | Reduced |
| Evergreen Capital Management LLC | 14,776 | $632.0K | 0.02% | +548+3.9% | Added |
| HM Payson & Co | 14,860 | $635.6K | 0.01% | −1,485−9.1% | Reduced |
| Guardian Wealth Advisors, LLC | 14,891 | $636.9K | 0.07% | +1,093+7.9% | Added |
| Beacon Pointe Advisors, LLC | 14,963 | $640.0K | 0.01% | −6,260−29.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 14,976 | $640.5K | 0.06% | +442+3.0% | Added |
| Bayview Asset Management, LLC | 15,000 | $641.5K | 0.36% | −2,500−14.3% | Reduced |
| Wealth Quarterback LLC | 15,021 | $642.5K | 0.33% | −217−1.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 15,074 | $644.7K | 0.09% | +735+5.1% | Added |
| MAI Capital Management | 15,139 | $647.5K | 0.01% | −2,398−13.7% | Reduced |
| Thompson Investment Management, Inc. | 15,176 | $649.1K | 0.09% | −261−1.7% | Reduced |
| Summit Trail Advisors, LLC | 15,229 | $651.3K | 0.02% | +1,081+7.6% | Added |
| Whittier Trust Co | 15,231 | $651.4K | 0.01% | −2,617−14.7% | Reduced |
| Driehaus Capital Management LLC | 15,254 | $652.4K | 0.01% | +2,942+23.9% | Added |
| Fifth Third Wealth Advisors LLC | 15,291 | $654.0K | 0.04% | +187+1.2% | Added |
| Fortis Capital Advisors, LLC | 15,317 | $655.1K | 0.22% | +15,317 | New |
| Delta Accumulation, LLC | 15,335 | $655.9K | 4.34% | +50.0% | Added |
| IHT Wealth Management, LLC | 15,448 | $656.2K | 0.02% | +6,080+64.9% | Added |
| Wolverine Trading, LLC | 15,437 | $656.4K | 0.02% | +8,380+118.7% | Added |
| City Holding Co | 15,368 | $657.3K | 0.09% | −59−0.4% | Reduced |
| North Star Investment Management Corp. | 15,385 | $658.0K | 0.05% | −508−3.2% | Reduced |
| Live Oak Private Wealth LLC | 15,410 | $659.1K | 0.11% | +1,306+9.3% | Added |
| Mayfair Advisory Group, LLC | 15,597 | $661.2K | 0.42% | −195−1.2% | Reduced |
| Strategic Advisors LLC | 15,600 | $667.2K | 0.12% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 15,634 | $668.7K | 0.21% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 15,676 | $670.5K | 0.04% | +3,562+29.4% | Added |
| Inspirion Wealth Advisors, LLC | 15,700 | $671.5K | 0.09% | +200+1.3% | Added |
| AlTi Global, Inc. | 15,761 | $674.1K | 0.02% | −1,442−8.4% | Reduced |
| Trust Asset Management LLC | 15,787 | $675.2K | 0.05% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 15,832 | $677.1K | 0.01% | −123−0.8% | Reduced |
| FLC Capital Advisors | 15,849 | $677.9K | 0.16% | 00.0% | Unchanged |
| Dover Advisors, LLC | 15,853 | $678.0K | 0.38% | +10,568+200.0% | Added |
| Westhampton Capital, LLC | 16,020 | $685.2K | 0.35% | +4,150+35.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 16,119 | $689.4K | 0.14% | −2,316−12.6% | Reduced |
| Stratos Wealth Advisors, LLC | 16,120 | $689.5K | 0.03% | −23−0.1% | Reduced |
| Centaurus Financial, Inc. | 16,168 | $691.0K | 0.04% | +3,559+28.2% | Added |
| Hodges Capital Management Inc. | 16,284 | $696.5K | 0.04% | +9,661+145.9% | Added |
| Dudley Capital Management, LLC | 16,328 | $698.3K | 0.37% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 16,143 | $699.8K | 0.05% | +197+1.2% | Added |
| Busey Wealth Management | 16,392 | $701.1K | 0.02% | −97−0.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 18,055 | $701.4K | 0.27% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 16,403 | $701.6K | 0.02% | −80−0.5% | Reduced |
| Northwest & Ethical Investments L.P. | 16,500 | $705.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 16,543 | $707.4K | 0.03% | +7,055+74.4% | Added |
| Kingswood Wealth Advisors, LLC | 16,544 | $707.6K | 0.05% | −4,032−19.6% | Reduced |
| Woodard & Co Asset Management Group Inc | 16,588 | $709.5K | 0.16% | −200−1.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,590 | $709.6K | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 16,600 | $710.0K | 0.10% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 16,638 | $711.7K | 0.53% | +11+0.1% | Added |
| Icon Wealth Advisors, LLC | 16,739 | $715.9K | 0.06% | +43+0.3% | Added |
| Reuter James Wealth Management, LLC | 16,739 | $715.9K | 0.13% | +642+4.0% | Added |
| Rossmore Private Capital | 16,817 | $719.3K | 0.09% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,822 | $719.4K | 0.05% | −594−3.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 16,915 | $723.5K | 0.10% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 16,920 | $723.7K | 0.34% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 16,934 | $724.2K | 0.01% | −837−4.7% | Reduced |
| Canal Capital Management, LLC | 16,940 | $724.5K | 0.12% | −332−1.9% | Reduced |
| David Loasby | 17,473 | $725.0K | 0.07% | −340−1.9% | Reduced |
| Loomis Sayles & Co L P | 16,947 | $725.0K | 0.00% | +15,136+835.8% | Added |
| Gabelli Funds LLC | 17,000 | $727.1K | 0.01% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 17,146 | $733.3K | 0.47% | −2,736−13.8% | Reduced |
| Private Trust Co NA | 17,152 | $733.6K | 0.07% | +1,631+10.5% | Added |
| Ignite Planners, LLC | 17,253 | $737.9K | 0.17% | −533−3.0% | Reduced |
| Proequities, Inc. | 17,314 | $740.5K | 0.04% | +3,498+25.3% | Added |
| Legacy Wealth Asset Management, LLC | 17,325 | $741.0K | 0.20% | −39−0.2% | Reduced |
| Insigneo Advisory Services, LLC | 17,369 | $742.9K | 0.07% | +3,908+29.0% | Added |
| First Horizon Advisors, Inc. | 17,396 | $744.1K | 0.02% | −3,364−16.2% | Reduced |
| Aspire Private Capital, LLC | 17,472 | $747.3K | 0.18% | +2,240+14.7% | Added |