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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 12,759 | $545.7K | 0.03% | +2,143+20.2% | Added |
| Community Bank & Trust, Waco, Texas | 12,735 | $545.0K | 0.12% | +3,155+32.9% | Added |
| Ransom Advisory, Ltd | 12,730 | $544.5K | 0.25% | −394−3.0% | Reduced |
| Plato Investment Management Ltd | 12,721 | $543.5K | 0.04% | +6,184+94.6% | Added |
| Haverford Trust Co | 12,629 | $540.1K | 0.01% | +998+8.6% | Added |
| Evercore Wealth Management, LLC | 12,603 | $539.0K | 0.01% | −1,945−13.4% | Reduced |
| Checchi Capital Advisers, LLC | 12,582 | $538.1K | 0.04% | +1,219+10.7% | Added |
| Uncommon Cents Investing LLC | 12,540 | $536.3K | 0.15% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 12,497 | $534.5K | 0.03% | −106−0.8% | Reduced |
| Texas Yale Capital Corp. | 12,248 | $523.8K | 0.02% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 12,218 | $522.6K | 0.10% | +5,200+74.1% | Added |
| NBT Bank N A | 12,149 | $519.6K | 0.04% | −1,265−9.4% | Reduced |
| Intrust Bank NA | 12,140 | $519.2K | 0.05% | +195+1.6% | Added |
| Waterloo Capital, L.P. | 12,129 | $518.8K | 0.06% | −2,283−15.8% | Reduced |
| Keel Point, LLC | 12,117 | $518.3K | 0.04% | −245−2.0% | Reduced |
| Exencial Wealth Advisors, LLC | 12,033 | $514.7K | 0.02% | +76+0.6% | Added |
| Washington Capital Management Inc | 12,000 | $513.2K | 0.40% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 11,959 | $511.5K | 0.04% | +11,959 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,958 | $511.5K | 0.04% | +4,070+51.6% | Added |
| Pathway Financial Advisors LLC | 11,864 | $507.4K | 0.13% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11,794 | $504.4K | 0.13% | +71+0.6% | Added |
| Equitable Holdings, Inc. | 11,756 | $502.8K | 0.00% | −399−3.3% | Reduced |
| Montchanin Asset Management, LLC | 11,690 | $500.0K | 0.46% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 11,659 | $498.7K | 0.20% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 11,501 | $497.9K | 0.12% | +1,532+15.4% | Added |
| Hazlett, Burt & Watson, Inc. | 11,531 | $494.0K | 0.23% | −386−3.2% | Reduced |
| Klingman & Associates, LLC | 11,547 | $493.9K | 0.03% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 11,499 | $491.8K | 0.19% | +1,566+15.8% | Added |
| Cidel Asset Management Inc | 11,471 | $490.6K | 0.03% | −652−5.4% | Reduced |
| Sowell Financial Services LLC | 11,462 | $490.0K | 0.02% | −945−7.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11,189 | $478.6K | 0.13% | +718+6.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,166 | $477.2K | 0.03% | +8,241+281.7% | Added |
| Crawford Investment Counsel Inc | 11,077 | $473.8K | 0.01% | −2,190−16.5% | Reduced |
| Dark Forest Capital Management LP | 11,066 | $473.3K | 0.06% | +11,066 | New |
| Parallel Advisors, LLC | 11,041 | $472.2K | 0.01% | +1,198+12.2% | Added |
| Foster & Motley Inc | 11,037 | $472.0K | 0.03% | +2,199+24.9% | Added |
| CNB Bank | 11,018 | $471.2K | 0.22% | −2,290−17.2% | Reduced |
| Bard Financial Services, Inc. | 11,000 | $470.5K | 0.06% | −1,700−13.4% | Reduced |
| Heritage Investors Management Corp | 10,975 | $469.0K | 0.02% | +10,975 | New |
| Centennial Wealth Advisory LLC | 10,915 | $466.8K | 0.18% | +482+4.6% | Added |
| Oak Thistle LLC | 10,904 | $466.4K | 0.15% | +10,904 | New |
| Perpetual Ltd | 10,851 | $464.1K | 0.01% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 10,778 | $461.0K | 0.23% | +50+0.5% | Added |
| Alliance Wealth Advisors, LLC | 10,776 | $460.9K | 0.27% | −104−1.0% | Reduced |
| Tocqueville Asset Management L.P. | 10,697 | $457.5K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10,691 | $457.2K | 0.08% | +5,042+89.3% | Added |
| Wilkins Investment Counsel Inc | 10,620 | $454.2K | 0.06% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 10,609 | $453.7K | 0.02% | +10,609 | New |
| Koshinski Asset Management, Inc. | 10,600 | $453.3K | 0.04% | −1,572−12.9% | Reduced |
| Valmark Advisers, Inc. | 10,572 | $452.2K | 0.01% | +670+6.8% | Added |
| Verum Partners LLC | 10,526 | $450.2K | 0.13% | −47−0.4% | Reduced |
| 1776 Wealth LLC | 10,500 | $449.1K | 0.20% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 10,483 | $448.4K | 0.17% | −2,796−21.1% | Reduced |
| Park Place Capital Corp | 10,480 | $448.2K | 0.13% | −1,640−13.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,399 | $444.8K | 0.01% | +270+2.7% | Added |
| Forum Financial Management, LP | 10,397 | $444.7K | 0.01% | +91+0.9% | Added |
| Keudell/Morrison Wealth Management | 10,387 | $444.2K | 0.12% | 00.0% | Unchanged |
| Boltwood Capital Management | 10,385 | $444.2K | 0.13% | −1,125−9.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,378 | $443.9K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 10,365 | $443.3K | 0.07% | +144+1.4% | Added |
| Successful Portfolios LLC | 10,348 | $442.6K | 0.30% | +7+0.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,323 | $441.5K | 0.05% | +7+0.1% | Added |
| Taylor Hoffman Capital Management LLC | 10,188 | $438.6K | 0.17% | +10,188 | New |
| Legacy Capital Group California, Inc. | 10,242 | $438.1K | 0.15% | −662−6.1% | Reduced |
| Venturi Wealth Management, LLC | 10,229 | $437.5K | 0.02% | +599+6.2% | Added |
| Cypress Capital Group | 10,186 | $435.7K | 0.05% | +119+1.2% | Added |
| Wedmont Private Capital | 10,370 | $435.5K | 0.02% | +953+10.1% | Added |
| Clarius Group, LLC | 10,252 | $434.6K | 0.03% | −275−2.6% | Reduced |
| Shepherd Financial Partners LLC | 10,156 | $434.4K | 0.05% | +763+8.1% | Added |
| Sage Mountain Advisors LLC | 10,111 | $432.5K | 0.04% | +465+4.8% | Added |
| Sterling Capital Management LLC | 10,092 | $431.6K | 0.01% | +10,092 | New |
| FSB Premier Wealth Management, Inc. | 10,040 | $429.4K | 0.18% | −780−7.2% | Reduced |
| Waldron Private Wealth LLC | 10,038 | $429.3K | 0.02% | +389+4.0% | Added |
| 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 |
| Galvin, Gaustad & Stein, LLC | 9,995 | $427.5K | 0.04% | −4,910−32.9% | Reduced |
| Ellevest, Inc. | 9,971 | $426.5K | 0.02% | −1,572−13.6% | Reduced |
| WealthTrust Axiom LLC | 9,944 | $425.3K | 0.13% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9,929 | $424.7K | 0.06% | +1,884+23.4% | Added |
| Kennebec Savings Bank | 9,895 | $423.2K | 0.42% | +9,895 | New |
| Vise Technologies, Inc. | 9,834 | $420.6K | 0.05% | +2,499+34.1% | Added |
| Southeast Asset Advisors Inc. | 9,765 | $417.6K | 0.05% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 9,757 | $417.0K | 0.03% | −6,732−40.8% | Reduced |
| Smith, Salley & Associates | 9,743 | $416.7K | 0.03% | −210−2.1% | Reduced |
| Pettee Investors, Inc. | 9,665 | $413.4K | 0.20% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,656 | $413.0K | 0.02% | +9,656 | New |
| NFP Retirement, Inc. | 9,590 | $410.2K | 0.03% | +9+0.1% | Added |
| Citizens Financial Group Inc | 9,548 | $408.4K | 0.01% | +938+10.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,546 | $408.3K | 0.00% | −1,924−16.8% | Reduced |
| Financial Management Professionals, Inc. | 9,482 | $406.0K | 0.05% | +144+1.5% | Added |
| Brighton Jones LLC | 9,488 | $405.8K | 0.02% | −14,775−60.9% | Reduced |
| Rehmann Capital Advisory Group | 9,468 | $404.9K | 0.03% | +1,265+15.4% | Added |
| ForthRight Wealth Management, LLC | 9,460 | $404.6K | 0.13% | +147+1.6% | Added |
| Quadrant Capital Group LLC | 9,397 | $401.9K | 0.03% | +21+0.2% | Added |
| Rede Wealth, LLC | 9,308 | $398.1K | 0.15% | +30.0% | Added |
| Pallas Capital Advisors LLC | 9,139 | $396.8K | 0.02% | +9,139 | New |
| Whittier Trust Co of Nevada Inc | 9,271 | $396.5K | 0.01% | −723−7.2% | Reduced |
| Headinvest, LLC | 9,253 | $395.8K | 0.07% | −870−8.6% | Reduced |
| Summit Asset Management, LLC | 9,192 | $393.2K | 0.07% | +15+0.2% | Added |
| Ballew Advisors, Inc | 9,218 | $393.0K | 0.26% | +3,616+64.5% | Added |