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 |
|---|---|---|---|---|---|
| Great Lakes Retirement, Inc. | 24,699 | $1.06M | 0.14% | +388+1.6% | Added |
| Centiva Capital, LP | 24,734 | $1.06M | 0.05% | +24,734 | New |
| Bridges Investment Management Inc | 24,775 | $1.06M | 0.01% | +125+0.5% | Added |
| HighPoint Advisor Group LLC | 24,791 | $1.06M | 0.06% | +2,387+10.7% | Added |
| Trust Investment Advisors | 24,898 | $1.06M | 0.68% | +4,995+25.1% | Added |
| Trust Co of the South | 24,900 | $1.06M | 0.23% | +547+2.2% | Added |
| Caxton Associates LP | 25,060 | $1.07M | 0.05% | +25,060 | New |
| Badgley Phelps Wealth Managers, LLC | 25,099 | $1.07M | 0.02% | +8,056+47.3% | Added |
| Infrastructure Capital Advisors, LLC | 25,197 | $1.08M | 0.15% | +25,197 | New |
| Old North State Trust, LLC | 25,397 | $1.09M | 0.88% | −2,330−8.4% | Reduced |
| Madden Securities Corp | 25,500 | $1.09M | 0.47% | −250−1.0% | Reduced |
| Snowden Capital Advisors LLC | 25,543 | $1.09M | 0.03% | +2,294+9.9% | Added |
| Maven Securities LTD | 25,679 | $1.10M | 0.12% | +7,316+39.8% | Added |
| RBF Capital, LLC | 25,900 | $1.11M | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 25,992 | $1.11M | 0.04% | +2,265+9.5% | Added |
| Impax Asset Management Group plc | 26,000 | $1.11M | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 26,096 | $1.12M | 0.01% | +1,354+5.5% | Added |
| Glenview Trust Co | 26,259 | $1.12M | 0.02% | +2,432+10.2% | Added |
| Ballentine Partners, LLC | 26,386 | $1.13M | 0.02% | +1,737+7.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 26,484 | $1.13M | 0.41% | −885−3.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 26,722 | $1.14M | 0.16% | −59−0.2% | Reduced |
| WealthShield Partners, LLC | 26,740 | $1.14M | 0.15% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 26,750 | $1.14M | 0.13% | +26,750 | New |
| Profund Advisors LLC | 26,752 | $1.14M | 0.04% | +3,981+17.5% | Added |
| United Bank | 27,000 | $1.15M | 0.13% | +623+2.4% | Added |
| Smith Chas P & Associates Pa Cpas | 27,222 | $1.16M | 0.07% | +307+1.1% | Added |
| Sound View Wealth Advisors Group, LLC | 27,225 | $1.16M | 0.10% | +4,008+17.3% | Added |
| Founders Financial Alliance, LLC | 27,261 | $1.17M | 0.32% | −606−2.2% | Reduced |
| D.A. Davidson & Co. | 27,263 | $1.17M | 0.01% | −383−1.4% | Reduced |
| Dividend Assets Capital, LLC | 27,364 | $1.17M | 0.22% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 27,381 | $1.17M | 0.43% | +27,381 | New |
| William B. Walkup & Associates, Inc. | 27,429 | $1.17M | 0.73% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 27,579 | $1.18M | 0.05% | −5,866−17.5% | Reduced |
| Patton Albertson Miller Group, LLC | 27,719 | $1.19M | 0.16% | +723+2.7% | Added |
| La Banque Postale Asset Management SA | 27,789 | $1.19M | 0.02% | +1,626+6.2% | Added |
| Gotham Asset Management, LLC | 27,804 | $1.19M | 0.01% | +2,504+9.9% | Added |
| Symphony Financial, Ltd. Co. | 28,214 | $1.19M | 0.20% | +3,468+14.0% | Added |
| Welch & Forbes LLC | 27,810 | $1.19M | 0.02% | −2,343−7.8% | Reduced |
| Ally Financial Inc. | 28,000 | $1.20M | 0.14% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 28,042 | $1.20M | 0.11% | +16,870+151.0% | Added |
| Meeder Advisory Services, Inc. | 28,097 | $1.20M | 0.08% | +1,527+5.7% | Added |
| Lecap Asset Management Ltd | 28,144 | $1.20M | 0.26% | +28,144 | New |
| Qsemble Capital Management, LP | 28,254 | $1.21M | 0.22% | +28,254 | New |
| Frank, Rimerman Advisors LLC | 28,354 | $1.21M | 0.09% | +60+0.2% | Added |
| V-Square Quantitative Management LLC | 28,600 | $1.22M | 0.18% | −554−1.9% | Reduced |
| Caption Management, LLC | 28,800 | $1.23M | 0.13% | +28,800 | New |
| Lowe Brockenbrough & Co Inc | 28,856 | $1.23M | 0.08% | +1,798+6.6% | Added |
| BHK Investment Advisors, LLC | 28,942 | $1.24M | 0.46% | −6,405−18.1% | Reduced |
| PBMares Wealth Management LLC | 29,046 | $1.24M | 0.26% | +2,013+7.4% | Added |
| Voya Financial Advisors, Inc. | 29,411 | $1.25M | 0.13% | +205+0.7% | Added |
| MCF Advisors LLC | 29,379 | $1.26M | 0.09% | −4,210−12.5% | Reduced |
| Bank Ozk | 29,693 | $1.27M | 0.52% | +541+1.9% | Added |
| Nicolet Bankshares Inc | 29,964 | $1.28M | 0.31% | −1,575−5.0% | Reduced |
| Paradigm Capital Management, LLC | 30,195 | $1.29M | 1.24% | +30,195 | New |
| Brooks, Moore & Associates, Inc. | 30,226 | $1.29M | 0.76% | +88+0.3% | Added |
| BCS Wealth Management | 30,228 | $1.29M | 0.55% | −197−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 30,256 | $1.29M | 0.01% | −8,138−21.2% | Reduced |
| Davis Investment Partners, LLC | 31,046 | $1.30M | 0.54% | +38+0.1% | Added |
| Taylor Financial Group, Inc. | 30,508 | $1.30M | 0.90% | 00.0% | Unchanged |
| United Services Automobile Association | 30,600 | $1.31M | 0.03% | −6,923−18.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 30,782 | $1.32M | 0.22% | −3,743−10.8% | Reduced |
| Ronald Blue Trust, Inc. | 34,624 | $1.35M | 0.02% | −3,089−8.2% | Reduced |
| Canandaigua National Bank & Trust Co | 31,667 | $1.35M | 0.13% | −2,564−7.5% | Reduced |
| Applied Capital LLC | 31,685 | $1.36M | 1.06% | −199−0.6% | Reduced |
| Neville Rodie & Shaw Inc | 31,773 | $1.36M | 0.10% | −4,600−12.6% | Reduced |
| Mutual Advisors, LLC | 31,380 | $1.36M | 0.04% | −1,730−5.2% | Reduced |
| Foundations Investment Advisors, LLC | 31,898 | $1.36M | 0.03% | +1,352+4.4% | Added |
| Quadcap Wealth Management, LLC | 32,127 | $1.37M | 0.21% | +445+1.4% | Added |
| Park Avenue Securities LLC | 32,563 | $1.39M | 0.02% | −3,573−9.9% | Reduced |
| Trust Co of Vermont | 32,778 | $1.40M | 0.07% | −1,796−5.2% | Reduced |
| First Hawaiian Bank | 32,779 | $1.40M | 0.04% | −27,100−45.3% | Reduced |
| Resources Investment Advisors, LLC. | 33,209 | $1.42M | 0.02% | +875+2.7% | Added |
| New England Research & Management, Inc. | 33,224 | $1.42M | 0.67% | +200+0.6% | Added |
| CIBC World Markets Inc. | 33,263 | $1.42M | 0.00% | −20,808−38.5% | Reduced |
| Northstar Advisory Group, LLC | 33,446 | $1.43M | 0.74% | +33,446 | New |
| FinTrust Capital Advisors, LLC | 33,770 | $1.44M | 0.25% | −6,962−17.1% | Reduced |
| Neo Ivy Capital Management | 33,938 | $1.45M | 0.47% | +33,938 | New |
| Tandem Investment Advisors, Inc. | 34,307 | $1.47M | 0.06% | +22,973+202.7% | Added |
| Silvercrest Asset Management Group LLC | 34,335 | $1.47M | 0.01% | −671−1.9% | Reduced |
| Sequoia Financial Advisors, LLC | 34,481 | $1.47M | 0.02% | −1,534−4.3% | Reduced |
| Integrated Wealth Concepts LLC | 34,490 | $1.48M | 0.02% | +10,402+43.2% | Added |
| Ostrum Asset Management | 35,046 | $1.50M | 0.12% | −3,906−10.0% | Reduced |
| Blair William & Co | 35,053 | $1.50M | 0.00% | +4,444+14.5% | Added |
| Bahl & Gaynor Inc | 35,073 | $1.50M | 0.01% | −4,652−11.7% | Reduced |
| River Wealth Advisors LLC | 35,086 | $1.50M | 0.20% | −4,242−10.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 35,209 | $1.51M | 0.81% | +166+0.5% | Added |
| Tokio Marine Asset Management Co Ltd | 35,636 | $1.52M | 0.07% | +3,283+10.1% | Added |
| Twin City Private Wealth, LLC | 35,650 | $1.52M | 1.32% | −3,820−9.7% | Reduced |
| Independence Bank of Kentucky | 35,650 | $1.52M | 0.33% | +1,952+5.8% | Added |
| Citizens & Northern Corp | 35,668 | $1.53M | 0.46% | −4,938−12.2% | Reduced |
| Jacobi Capital Management LLC | 35,851 | $1.53M | 0.12% | +1,937+5.7% | Added |
| Raleigh Capital Management Inc. | 36,005 | $1.54M | 0.59% | +206+0.6% | Added |
| Financial Partners Group, LLC | 36,012 | $1.54M | 0.58% | −2,541−6.6% | Reduced |
| Wright Investors Service Inc | 36,067 | $1.54M | 0.40% | −14,487−28.7% | Reduced |
| Bray Capital Advisors | 36,131 | $1.55M | 0.38% | −8,543−19.1% | Reduced |
| Patten Group, Inc. | 36,277 | $1.55M | 0.34% | −1,670−4.4% | Reduced |
| Diamant Asset Management, Inc. | 36,431 | $1.56M | 0.98% | −80−0.2% | Reduced |
| Physicians Financial Services, Inc. | 36,485 | $1.56M | 0.49% | −950−2.5% | Reduced |
| Berkeley Capital Partners, LLC | 36,654 | $1.57M | 0.45% | +475+1.3% | Added |
| Arcus Capital Partners, LLC | 36,722 | $1.57M | 0.57% | +1,196+3.4% | Added |