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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 9,175 | $392.4K | 0.01% | +232+2.6% | Added |
| Parthenon LLC | 9,155 | $391.6K | 0.05% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 9,216 | $390.6K | 0.15% | +16+0.2% | Added |
| Everett Harris & Co | 9,133 | $390.6K | 0.00% | 00.0% | Unchanged |
| Aspiriant, LLC | 9,132 | $390.6K | 0.01% | +14+0.2% | Added |
| Lake Street Advisors Group, LLC | 9,106 | $389.5K | 0.02% | +688+8.2% | Added |
| Valley National Advisers Inc | 9,117 | $389.0K | 0.07% | −791−8.0% | Reduced |
| Arlington Trust Co LLC | 9,077 | $388.2K | 0.08% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 9,047 | $387.0K | 0.14% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,988 | $384.4K | 0.01% | +1,300+16.9% | Added |
| Teacher Retirement System of Texas | 8,959 | $383.0K | 0.00% | −16,996−65.5% | Reduced |
| Fiducient Advisors LLC | 8,915 | $381.3K | 0.04% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 8,909 | $381.0K | 0.34% | −1,498−14.4% | Reduced |
| Malaga Cove Capital, LLC | 8,906 | $380.9K | 0.15% | +584+7.0% | Added |
| MainStreet Investment Advisors LLC | 8,876 | $379.6K | 0.05% | −4,889−35.5% | Reduced |
| Golden State Equity Partners | 8,839 | $378.0K | 0.06% | −2,652−23.1% | Reduced |
| HHM Wealth Advisors, LLC | 8,833 | $377.8K | 0.05% | +69+0.8% | Added |
| Continuum Advisory, LLC | 8,104 | $374.8K | 0.05% | +617+8.2% | Added |
| CX Institutional | 8,734 | $373.5K | 0.02% | +684+8.5% | Added |
| Fukoku Mutual Life Insurance Co | 8,675 | $371.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 8,655 | $370.2K | 0.04% | +71+0.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,650 | $370.0K | 0.00% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 8,607 | $368.1K | 0.54% | −443−4.9% | Reduced |
| Aviance Capital Partners, LLC | 8,580 | $367.0K | 0.05% | +20.0% | Added |
| Eagle Strategies LLC | 8,505 | $363.7K | 0.07% | −334−3.8% | Reduced |
| Colonial River Wealth Management, LLC | 8,501 | $363.6K | 0.18% | +8,501 | New |
| BIP Wealth, LLC | 8,473 | $362.4K | 0.02% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 8,472 | $362.3K | 0.00% | +60+0.7% | Added |
| RKL Wealth Management LLC | 8,448 | $361.3K | 0.03% | −30,683−78.4% | Reduced |
| Bristlecone Advisors, LLC | 8,439 | $360.9K | 0.03% | −244−2.8% | Reduced |
| Selective Wealth Management, Inc. | 8,545 | $360.0K | 0.15% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 8,416 | $360.0K | 0.07% | +219+2.7% | Added |
| Westpac Banking Corp | 8,397 | $359.1K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,165 | $358.3K | 0.07% | −370−4.3% | Reduced |
| Howard Capital Management Inc. | 8,361 | $357.6K | 0.01% | +8,361 | New |
| Ti-Trust, Inc | 8,330 | $356.3K | 0.26% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 8,280 | $354.1K | 0.03% | −87,890−91.4% | Reduced |
| EverSource Wealth Advisors, LLC | 8,265 | $353.5K | 0.02% | +463+5.9% | Added |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $351.1K | 0.08% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 8,200 | $350.7K | 0.04% | −7,300−47.1% | Reduced |
| Cim Investment Mangement Inc | 8,200 | $350.7K | 0.10% | −163−1.9% | Reduced |
| Abacus Planning Group, Inc. | 8,168 | $349.4K | 0.06% | +199+2.5% | Added |
| Berkshire Asset Management LLC | 8,977 | $348.7K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,134 | $347.9K | 0.04% | −298−3.5% | Reduced |
| Nwam LLC | 8,132 | $347.8K | 0.02% | +8,132 | New |
| LBMC Investment Advisors, LLC | 8,098 | $346.4K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 8,077 | $345.5K | 0.06% | −227−2.7% | Reduced |
| Adapt Wealth Advisors, LLC | 8,050 | $344.3K | 0.18% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 8,000 | $342.2K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 7,997 | $342.0K | 0.07% | −141−1.7% | Reduced |
| Fisher Asset Management, LLC | 7,995 | $342.0K | 0.00% | +345+4.5% | Added |
| Scotia Capital Inc. | 7,934 | $339.3K | 0.00% | +2,408+43.6% | Added |
| HBK Sorce Advisory LLC | 7,864 | $336.3K | 0.01% | +470+6.4% | Added |
| Birmingham Capital Management Co Inc | 7,856 | $336.0K | 0.12% | −809−9.3% | Reduced |
| Lafayette Investments, Inc. | 7,845 | $335.5K | 0.07% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,785 | $333.0K | 0.03% | −20−0.3% | Reduced |
| Fonville Wealth Management LLC | 7,714 | $329.9K | 0.11% | +10+0.1% | Added |
| Morris Financial Concepts, Inc. | 7,688 | $328.8K | 0.14% | 00.0% | Unchanged |
| Conning Inc. | 7,672 | $328.1K | 0.01% | −117−1.5% | Reduced |
| Johnson Investment Counsel Inc | 7,626 | $326.2K | 0.00% | +362+5.0% | Added |
| Boothbay Fund Management, LLC | 7,586 | $324.5K | 0.01% | −178,778−95.9% | Reduced |
| Tritonpoint Wealth, LLC | 7,604 | $323.3K | 0.03% | +42+0.6% | Added |
| Beverly Hills Private Wealth, LLC | 7,557 | $323.2K | 0.07% | −1,157−13.3% | Reduced |
| Gladstone Institutional Advisory LLC | 7,537 | $322.4K | 0.02% | +7,537 | New |
| Aaron Wealth Advisors | 7,485 | $320.1K | 0.04% | +1,698+29.3% | Added |
| United Advisor Group, LLC | 7,474 | $319.7K | 0.07% | +7,474 | New |
| Ascent Wealth Partners, LLC | 7,438 | $318.1K | 0.04% | +7,438 | New |
| Central Bank & Trust Co | 7,423 | $317.5K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 7,414 | $317.1K | 0.04% | +1,545+26.3% | Added |
| Stone Point Wealth LLC | 7,400 | $316.5K | 0.10% | −200−2.6% | Reduced |
| Paradigm Financial Partners, LLC | 6,792 | $315.9K | 0.04% | +6,792 | New |
| Hexagon Capital Partners LLC | 7,319 | $313.0K | 0.06% | +2,207+43.2% | Added |
| Cassia Capital Partners, LLC | 7,311 | $312.7K | 0.21% | 00.0% | Unchanged |
| Convergence Financial, LLC | 7,283 | $311.5K | 0.07% | −3,203−30.5% | Reduced |
| tru Independence LLC | 7,263 | $310.6K | 0.09% | −122,441−94.4% | Reduced |
| MBL Wealth, LLC | 7,257 | $310.4K | 0.03% | −110−1.5% | Reduced |
| Paragon Capital Management Ltd | 7,199 | $307.9K | 0.06% | +82+1.2% | Added |
| Northstar Asset Management LLC | 7,193 | $307.6K | 0.07% | 00.0% | Unchanged |
| Capital International Sarl | 7,192 | $307.6K | 0.01% | +7,192 | New |
| Oversea-Chinese Banking CORP Ltd | 7,172 | $306.7K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 7,124 | $304.7K | 0.03% | −63−0.9% | Reduced |
| Select Asset Management & Trust | 7,097 | $304.0K | 0.11% | −5,000−41.3% | Reduced |
| Lazard Asset Management LLC | 7,119 | $304.0K | 0.00% | +3,723+109.6% | Added |
| LexAurum Advisors, LLC | 7,101 | $303.7K | 0.07% | −100−1.4% | Reduced |
| Aldebaran Financial Inc. | 7,088 | $303.2K | 0.36% | −227−3.1% | Reduced |
| Point72 (DIFC) Ltd | 7,039 | $301.1K | 0.02% | +7,039 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 7,017 | $300.1K | 0.22% | +7,017 | New |
| IFP Advisors, Inc | 7,009 | $299.8K | 0.01% | −3,634−34.1% | Reduced |
| Hill Investment Group Partners, LLC | 7,595 | $298.1K | 0.04% | −53−0.7% | Reduced |
| Biltmore Family Office, LLC | 6,950 | $297.3K | 0.05% | +70+1.0% | Added |
| Axq Capital, LP | 6,949 | $297.2K | 0.09% | +6,949 | New |
| Daymark Wealth Partners, LLC | 6,926 | $296.2K | 0.01% | −290−4.0% | Reduced |
| Caldwell Trust Co | 6,888 | $294.6K | 0.03% | −372−5.1% | Reduced |
| Capital City Trust Co | 6,857 | $293.3K | 0.07% | −1,767−20.5% | Reduced |
| Catalyst Financial Partners LLC | 6,817 | $291.6K | 0.06% | +332+5.1% | Added |
| Kovack Advisors, Inc. | 6,795 | $290.6K | 0.03% | −1,501−18.1% | Reduced |
| Aprio Wealth Management, LLC | 6,786 | $290.2K | 0.05% | −18−0.3% | Reduced |
| Keystone Financial Group | 6,776 | $289.8K | 0.04% | +554+8.9% | Added |
| Sapient Capital LLC | 6,768 | $289.5K | 0.01% | −79−1.2% | Reduced |
| Quotient Wealth Partners, LLC | 6,751 | $288.7K | 0.01% | +691+11.4% | Added |