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 |
|---|---|---|---|---|---|
| Secure Asset Management, LLC | 6,745 | $288.5K | 0.05% | −2,159−24.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,743 | $288.4K | 0.01% | +20.0% | Added |
| Peachtree Investment Partners, LLC | 6,729 | $287.8K | 0.11% | −465−6.5% | Reduced |
| Wagner Wealth Management, LLC | 6,703 | $286.7K | 0.08% | −1,157−14.7% | Reduced |
| Heartwood Wealth Advisors LLC | 6,698 | $286.5K | 0.03% | −2,833−29.7% | Reduced |
| Toth Financial Advisory Corp | 6,658 | $284.8K | 0.03% | +1,147+20.8% | Added |
| Councilmark Asset Management, LLC | 6,650 | $284.4K | 0.19% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 6,343 | $282.5K | 0.27% | −36−0.6% | Reduced |
| New Wave Wealth Advisors LLC | 6,552 | $280.2K | 0.13% | +17+0.3% | Added |
| Heritage Oak Wealth Advisors LLC | 6,552 | $280.2K | 0.13% | +6,552 | New |
| Meridian Financial Partners LLC | 6,532 | $279.0K | 0.14% | +60+0.9% | Added |
| Canton Hathaway, LLC | 6,516 | $279.0K | 0.07% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6,521 | $278.9K | 0.12% | −3,600−35.6% | Reduced |
| LifePlan Financial, LLC | 6,477 | $277.0K | 0.24% | −25−0.4% | Reduced |
| 1st Source Bank | 6,463 | $276.4K | 0.02% | −524−7.5% | Reduced |
| Family Legacy, Inc. | 6,433 | $275.2K | 0.09% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 6,426 | $275.0K | 0.07% | +11+0.2% | Added |
| Clear Street Markets LLC | 6,400 | $274.0K | 0.18% | +3,700+137.0% | Added |
| Geller Advisors LLC | 6,397 | $273.6K | 0.02% | −424−6.2% | Reduced |
| Farmers Trust Co | 6,384 | $273.0K | 0.05% | −5,018−44.0% | Reduced |
| GeoWealth Management, LLC | 6,367 | $272.3K | 0.01% | −1,663−20.7% | Reduced |
| Transcend Wealth Collective, LLC | 6,362 | $272.1K | 0.02% | −287−4.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,328 | $270.7K | 0.03% | +223+3.7% | Added |
| United Community Bank | 6,328 | $270.6K | 0.11% | −40−0.6% | Reduced |
| 1620 Investment Advisors, Inc. | 6,287 | $268.9K | 0.20% | +104+1.7% | Added |
| Gateway Investment Advisers LLC | 6,271 | $268.2K | 0.00% | −181−2.8% | Reduced |
| Cable Hill Partners, LLC | 6,260 | $267.7K | 0.03% | −117−1.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,245 | $267.1K | 0.20% | +538+9.4% | Added |
| Philadelphia Trust Co | 6,252 | $267.0K | 0.02% | +6,252 | New |
| Great Valley Advisor Group, Inc. | 6,229 | $266.6K | 0.01% | −63−1.0% | Reduced |
| Avaii Wealth Management, LLC | 6,232 | $266.6K | 0.13% | −773−11.0% | Reduced |
| Hamilton Capital Partners Inc. | 6,200 | $265.2K | 0.02% | −8,200−56.9% | Reduced |
| Graypoint LLC | 6,195 | $265.0K | 0.02% | +589+10.5% | Added |
| Cassady Schiller Wealth Management, LLC | 6,172 | $264.0K | 0.10% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,152 | $263.1K | 0.02% | −60−1.0% | Reduced |
| Jump Financial, LLC | 6,129 | $262.1K | 0.01% | +6,129 | New |
| Altrius Capital Management Inc | 6,126 | $262.0K | 0.07% | −27−0.4% | Reduced |
| Sunpointe, LLC | 6,113 | $261.5K | 0.21% | −25−0.4% | Reduced |
| RiverFront Investment Group, LLC | 6,113 | $261.5K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 6,098 | $260.9K | 0.39% | +6,098 | New |
| Avestar Capital, LLC | 6,049 | $258.7K | 0.03% | +582+10.6% | Added |
| Integrated Advisors Network LLC | 6,025 | $257.7K | 0.01% | +6,025 | New |
| Evermay Wealth Management LLC | 5,955 | $254.7K | 0.04% | −30−0.5% | Reduced |
| RMB Capital Management, LLC | 5,945 | $254.3K | 0.01% | −323−5.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,916 | $254.0K | 0.02% | +2,408+68.6% | Added |
| Cornerstone Management, Inc. | 5,938 | $254.0K | 0.05% | +417+7.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,928 | $253.5K | 0.03% | −119−2.0% | Reduced |
| Romano Brothers and Company | 5,925 | $253.4K | 0.03% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 5,912 | $252.9K | 0.01% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 5,875 | $251.3K | 0.07% | −175−2.9% | Reduced |
| Strategic Wealth Designers | 6,004 | $250.5K | 0.03% | +177+3.0% | Added |
| Empower Advisory Group, LLC | 5,849 | $250.2K | 0.00% | −3,107−34.7% | Reduced |
| Mendel Money Management | 5,824 | $249.1K | 0.11% | −65−1.1% | Reduced |
| D'Orazio & Associates, Inc. | 5,780 | $247.2K | 0.04% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,775 | $247.0K | 0.09% | −2,618−31.2% | Reduced |
| Smith Thornton Advisors LLC | 5,775 | $247.0K | 0.16% | +107+1.9% | Added |
| Hardy Reed LLC | 5,762 | $246.4K | 0.02% | +5,762 | New |
| Waddell & Associates, LLC | 5,751 | $246.0K | 0.03% | +5,751 | New |
| Baron Wealth Management LLC | 5,733 | $245.2K | 0.12% | +19+0.3% | Added |
| Lantz Financial LLC | 5,732 | $245.2K | 0.07% | +5,732 | New |
| Lindbrook Capital, LLC | 5,712 | $244.3K | 0.02% | −258−4.3% | Reduced |
| Traveka Wealth, LLC | 5,711 | $244.3K | 0.12% | +5,711 | New |
| Greatmark Investment Partners, Inc. | 5,678 | $242.9K | 0.03% | +20+0.4% | Added |
| CIC Wealth, LLC | 5,670 | $242.5K | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 5,661 | $242.1K | 0.01% | −1,252−18.1% | Reduced |
| Cannon Wealth Management Services, LLC | 5,624 | $240.5K | 0.22% | +5,624 | New |
| CVA Family Office, LLC | 5,616 | $240.2K | 0.04% | +74+1.3% | Added |
| Capstone Investment Advisors, LLC | 5,613 | $240.1K | 0.00% | −533−8.7% | Reduced |
| Capital Square, LLC | 5,610 | $240.0K | 0.15% | −208−3.6% | Reduced |
| Invesco, LLC | 5,585 | $238.9K | 0.10% | −222−3.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 5,583 | $238.8K | 0.08% | +5,583 | New |
| Trust Point Inc. | 5,580 | $238.7K | 0.02% | −863−13.4% | Reduced |
| Advisory Alpha, LLC | 5,579 | $238.6K | 0.01% | +5,579 | New |
| Banco Santander, S.A. | 5,574 | $238.4K | 0.00% | +5,574 | New |
| PDS Planning, Inc | 5,572 | $238.3K | 0.02% | +5,572 | New |
| Augustine Asset Management Inc | 5,562 | $237.9K | 0.08% | −175−3.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,550 | $237.4K | 0.04% | +3+0.1% | Added |
| Ci Investments Inc. | 5,539 | $237.0K | 0.00% | +130+2.4% | Added |
| USA Financial Portformulas Corp | 5,532 | $236.6K | 0.04% | +421+8.2% | Added |
| LMCG Investments, LLC | 5,528 | $236.4K | 0.01% | +35+0.6% | Added |
| Fortress Wealth Group, LLC | 5,460 | $236.4K | 0.12% | −2,752−33.5% | Reduced |
| Country Club Bank | 5,550 | $236.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 5,502 | $235.3K | 0.09% | −76−1.4% | Reduced |
| High Net Worth Advisory Group LLC | 5,477 | $234.3K | 0.07% | 00.0% | Unchanged |
| Five Oceans Advisors | 5,469 | $233.9K | 0.11% | +5,469 | New |
| Grove Bank & Trust | 5,443 | $232.8K | 0.03% | +3,433+170.8% | Added |
| First American Trust, FSB | 5,425 | $232.0K | 0.02% | −5−0.1% | Reduced |
| Mather Group, LLC. | 5,425 | $232.0K | 0.00% | −2,983−35.5% | Reduced |
| LRI Investments, LLC | 5,006 | $231.5K | 0.02% | +2,222+79.8% | Added |
| Muirfield Wealth Advisors LLC | 5,409 | $231.4K | 0.20% | +63+1.2% | Added |
| CFO4Life Group, LLC | 5,408 | $231.3K | 0.04% | +33+0.6% | Added |
| Nilsine Partners, LLC | 5,376 | $229.9K | 0.03% | +5,376 | New |
| Mountain Pacific Investment Advisers Inc | 5,366 | $229.5K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 5,351 | $228.9K | 0.03% | +5,331+26,655.0% | Added |
| Occidental Asset Management, LLC | 5,350 | $228.8K | 0.04% | +5,350 | New |
| SC&H Financial Advisors, Inc. | 5,333 | $228.1K | 0.05% | +150+2.9% | Added |
| Next Level Private LLC | 5,328 | $227.9K | 0.09% | +62+1.2% | Added |
| Cape Investment Advisory, Inc. | 5,308 | $227.0K | 0.09% | +30+0.6% | Added |
| West Family Investments, Inc. | 5,302 | $226.8K | 0.08% | +89+1.7% | Added |
| Future Financial Wealth Managment LLC | 5,300 | $226.7K | 0.16% | 00.0% | Unchanged |