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 |
|---|---|---|---|---|---|
| Cunning Capital Partners, LP | 17,500 | $748.0K | 0.40% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 17,657 | $755.2K | 0.23% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 17,805 | $761.5K | 0.04% | −2,278−11.3% | Reduced |
| Elevated Capital Advisors, LLC | 18,008 | $770.2K | 0.20% | −1,197−6.2% | Reduced |
| Sheets Smith Wealth Management | 18,055 | $772.2K | 0.09% | −34−0.2% | Reduced |
| Financial Management Network Inc | 18,239 | $773.1K | 0.16% | +32+0.2% | Added |
| Smartleaf Asset Management LLC | 18,219 | $774.7K | 0.09% | +2,376+15.0% | Added |
| Leisure Capital Management | 18,165 | $776.9K | 0.33% | +819+4.7% | Added |
| Pitcairn Co | 18,221 | $779.3K | 0.05% | −1,034−5.4% | Reduced |
| TCW Group Inc | 18,238 | $780.0K | 0.01% | −427−2.3% | Reduced |
| Meitav Dash Investments Ltd | 17,792 | $781.2K | 0.01% | +545+3.2% | Added |
| Menard Financial Group LLC | 18,312 | $783.2K | 0.52% | +489+2.7% | Added |
| Invst, LLC | 18,390 | $786.5K | 0.10% | −340−1.8% | Reduced |
| Concord Wealth Partners | 18,481 | $790.4K | 0.13% | −54,946−74.8% | Reduced |
| CSS LLC | 18,618 | $796.3K | 0.05% | 00.0% | Unchanged |
| First County Bank | 18,623 | $796.5K | 0.39% | −5,119−21.6% | Reduced |
| RMR Wealth Builders | 18,841 | $805.8K | 0.09% | 00.0% | Unchanged |
| Todd Asset Management LLC | 18,927 | $809.5K | 0.02% | 00.0% | Unchanged |
| American Trust | 18,951 | $810.5K | 0.07% | +47+0.2% | Added |
| NewEdge Wealth, LLC | 18,970 | $811.3K | 0.01% | +11,435+151.8% | Added |
| Douglass Winthrop Advisors, LLC | 18,980 | $811.8K | 0.02% | +1,064+5.9% | Added |
| Financial Advocates Investment Management | 19,102 | $817.0K | 0.05% | +122+0.6% | Added |
| Umb Bank N A | 19,112 | $817.4K | 0.01% | +77+0.4% | Added |
| Buckingham Strategic Partners | 19,171 | $819.9K | 0.02% | +2,584+15.6% | Added |
| Intech Investment Management LLC | 19,390 | $829.3K | 0.01% | +4,975+34.5% | Added |
| Cullen/Frost Bankers, Inc. | 19,470 | $832.7K | 0.01% | −1,340−6.4% | Reduced |
| Aigen Investment Management, LP | 19,473 | $832.9K | 0.16% | +5,851+43.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,484 | $833.3K | 0.00% | +19,484 | New |
| Community Trust & Investment Co | 19,671 | $841.3K | 0.05% | +5,000+34.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 19,727 | $843.7K | 0.21% | +19,727 | New |
| Leavell Investment Management, Inc. | 19,764 | $845.3K | 0.04% | −153−0.8% | Reduced |
| Cornerstone Advisory, LLC | 19,799 | $846.8K | 0.11% | −555−2.7% | Reduced |
| Trust Co of Virginia | 19,811 | $847.3K | 0.08% | +453+2.3% | Added |
| Lebenthal Global Advisors, LLC | 19,902 | $851.2K | 0.17% | +158+0.8% | Added |
| Siemens Fonds Invest GmbH | 19,906 | $851.4K | 0.07% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 19,916 | $851.8K | 0.07% | −1,183−5.6% | Reduced |
| Canandaigua National Trust Co of Florida | 19,951 | $853.3K | 0.73% | +19,951 | New |
| Brown Brothers Harriman & Co | 20,023 | $856.4K | 0.01% | +1,940+10.7% | Added |
| Valeo Financial Advisors, LLC | 20,025 | $856.5K | 0.02% | −640−3.1% | Reduced |
| Provident Investment Management, Inc. | 20,180 | $863.1K | 0.08% | +1,650+8.9% | Added |
| Gratus Wealth Advisors, LLC | 20,593 | $864.9K | 0.14% | −137−0.7% | Reduced |
| Applied Finance Capital Management, LLC | 20,245 | $865.9K | 0.04% | +7,678+61.1% | Added |
| Carson Advisory Inc. | 20,343 | $870.1K | 0.55% | −935−4.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,410 | $872.9K | 0.05% | −60.0% | Reduced |
| Capital Asset Advisory Services LLC | 20,725 | $873.2K | 0.04% | −1,015−4.7% | Reduced |
| NewSquare Capital LLC | 20,450 | $874.6K | 0.07% | +20,057+5,103.6% | Added |
| Sigma Planning Corp | 20,467 | $875.4K | 0.03% | +1,106+5.7% | Added |
| Cornerstone Advisors, LLC | 20,600 | $881.1K | 0.03% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 40,850 | $883.6K | 0.08% | −1,500−3.5% | Reduced |
| Ted Buchan & Co | 20,727 | $886.5K | 0.42% | +12,048+138.8% | Added |
| Fort Sheridan Advisors LLC | 20,805 | $889.8K | 0.14% | +60.0% | Added |
| Coldstream Capital Management Inc | 20,764 | $893.9K | 0.02% | +2,171+11.7% | Added |
| Groupama Asset Managment | 26,044 | $894.3K | 0.02% | +95+0.4% | Added |
| Park Circle Co | 20,930 | $895.2K | 0.80% | 00.0% | Unchanged |
| LVW Advisors, LLC | 21,120 | $903.3K | 0.12% | +947+4.7% | Added |
| Plimoth Trust Co LLC | 21,192 | $906.4K | 0.23% | −1,010−4.5% | Reduced |
| DoubleLine ETF Adviser LP | 21,324 | $912.0K | 0.22% | −1,436−6.3% | Reduced |
| South State Corp. | 21,350 | $913.1K | 0.06% | −1,107−4.9% | Reduced |
| Staley Capital Advisers Inc | 21,500 | $919.6K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 21,534 | $921.0K | 0.36% | +11,578+116.3% | Added |
| Commerzbank Aktiengesellschaft | 21,598 | $924.0K | 0.02% | +21,598 | New |
| Capital Management Associates | 21,674 | $927.0K | 1.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 21,724 | $929.1K | 0.06% | +15,534+251.0% | Added |
| Meridian Wealth Management, LLC | 21,733 | $929.5K | 0.05% | +280+1.3% | Added |
| Marietta Investment Partners LLC | 21,745 | $930.0K | 0.20% | +21,745 | New |
| Intrua Financial, LLC | 21,963 | $939.4K | 0.15% | −1,303−5.6% | Reduced |
| Inceptionr LLC | 21,964 | $939.4K | 0.23% | +21,964 | New |
| Hennessy Advisors Inc | 22,000 | $940.9K | 0.03% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 22,046 | $942.9K | 0.21% | −38−0.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 22,255 | $951.9K | 0.40% | −150−0.7% | Reduced |
| EPG Wealth Management LLC | 22,266 | $952.3K | 0.24% | +22,266 | Added |
| Monument Capital Management | 22,280 | $952.9K | 0.26% | −24−0.1% | Reduced |
| Vontobel Holding Ltd. | 22,317 | $954.5K | 0.00% | +426+1.9% | Added |
| Wetherby Asset Management Inc | 22,397 | $957.9K | 0.04% | −378−1.7% | Reduced |
| Edgestream Partners, L.P. | 22,481 | $961.5K | 0.04% | +22,481 | New |
| Belpointe Asset Management LLC | 22,533 | $963.8K | 0.06% | +15,361+214.2% | Added |
| Bank & Trust Co | 22,609 | $967.0K | 0.78% | +180+0.8% | Added |
| Oddo BHF Asset Management SAS | 22,923 | $980.4K | 0.05% | +22,923 | New |
| KG&L Capital Management,LLC | 22,929 | $980.7K | 0.32% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 22,952 | $981.7K | 0.02% | −1,019−4.3% | Reduced |
| Widmann Financial Services, Inc. | 23,030 | $985.0K | 0.75% | −153−0.7% | Reduced |
| Financial Security Advisor, Inc. | 23,130 | $989.3K | 0.25% | +591+2.6% | Added |
| HF Advisory Group, LLC | 23,328 | $997.7K | 0.46% | +3,839+19.7% | Added |
| GTS Securities LLC | 23,359 | $999.1K | 0.02% | +6,232+36.4% | Added |
| Moody National Bank Trust Division | 23,401 | $1.00M | 0.11% | −740−3.1% | Reduced |
| Greenwood Capital Associates LLC | 23,454 | $1.00M | 0.13% | −30.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 23,519 | $1.01M | 0.91% | −903−3.7% | Reduced |
| Tiaa Trust, National Association | 23,539 | $1.01M | 0.00% | −1,740−6.9% | Reduced |
| Northwest Bank & Trust Co | 23,726 | $1.01M | 0.77% | +1,296+5.8% | Added |
| Certified Advisory Corp | 23,742 | $1.02M | 0.11% | +1,487+6.7% | Added |
| First Eagle Investment Management, LLC | 23,841 | $1.02M | 0.00% | −41,049−63.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 23,873 | $1.02M | 0.24% | −5,506−18.7% | Reduced |
| Horizon Investments, LLC | 24,164 | $1.02M | 0.03% | −392−1.6% | Reduced |
| Salomon & Ludwin, LLC | 23,947 | $1.02M | 0.10% | +1,295+5.7% | Added |
| RFG Advisory, LLC | 23,980 | $1.03M | 0.03% | +1,972+9.0% | Added |
| GAMMA Investing LLC | 24,308 | $1.04M | 0.10% | +5,572+29.7% | Added |
| RFP Financial Group LLC | 24,336 | $1.04M | 0.34% | +71+0.3% | Added |
| Hilltop Holdings Inc. | 24,435 | $1.05M | 0.07% | +6,174+33.8% | Added |
| Aptus Capital Advisors, LLC | 24,582 | $1.05M | 0.02% | +4,049+19.7% | Added |
| Spire Wealth Management | 24,645 | $1.05M | 0.04% | +1,875+8.2% | Added |