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 |
|---|---|---|---|---|---|
| L2 Asset Management, LLC | 5,282 | $225.9K | 0.06% | +5,282 | New |
| Element Wealth, LLC | 5,250 | $224.5K | 0.12% | +5,250 | New |
| ASB Consultores, LLC | 5,241 | $224.2K | 0.09% | +5,241 | New |
| Southern Capital Advisors, LLC | 5,239 | $224.1K | 0.13% | +61+1.2% | Added |
| Chicago Partners Investment Group LLC | 5,148 | $223.6K | 0.01% | +5,148 | New |
| M. Kulyk & Associates, LLC | 5,226 | $223.5K | 0.04% | −26−0.5% | Reduced |
| Prosperity Consulting Group, LLC | 5,209 | $222.8K | 0.02% | +5,209 | New |
| Harbour Trust & Investment Management Co | 5,204 | $222.6K | 0.03% | −85−1.6% | Reduced |
| Keynote Financial Services LLC | 5,203 | $222.5K | 0.17% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,199 | $222.4K | 0.01% | +5,199 | New |
| Ferguson Wellman Capital Management, Inc | 5,158 | $220.6K | 0.00% | −2,853−35.6% | Reduced |
| Virtue Capital Management, LLC | 5,140 | $219.8K | 0.04% | −82−1.6% | Reduced |
| Castleview Partners, LLC | 5,128 | $219.3K | 0.13% | +69+1.4% | Added |
| Western Wealth Management, LLC | 5,098 | $218.0K | 0.01% | +5,098 | New |
| Shayne & Co., LLC | 5,086 | $217.5K | 0.05% | +5,086 | New |
| Yeomans Consulting Group, Inc. | 5,086 | $217.5K | 0.08% | −1,499−22.8% | Reduced |
| Spirepoint Private Client, LLC | 5,076 | $217.1K | 0.03% | +5,076 | New |
| Syon Capital LLC | 5,067 | $216.7K | 0.02% | +5,067 | New |
| Lantern Wealth Advisors, LLC | 5,061 | $216.5K | 0.15% | −750−12.9% | Reduced |
| Radnor Capital Management, LLC | 5,045 | $216.0K | 0.03% | +5,045 | New |
| Tennessee Valley Asset Management Partners | 4,991 | $215.8K | 0.04% | +4,991 | New |
| Davis R M Inc | 4,998 | $213.8K | 0.00% | −780−13.5% | Reduced |
| Thoroughbred Financial Services, LLC | 5,001 | $213.0K | 0.01% | +5,001 | New |
| LongView Wealth Management | 4,975 | $212.8K | 0.07% | −347−6.5% | Reduced |
| Delta Financial Group, Inc. | 4,966 | $212.0K | 0.08% | +4,966 | New |
| SevenBridge Financial Group, LLC | 4,553 | $211.4K | 0.04% | +4,553 | New |
| Apexium Financial, LP | 4,942 | $211.4K | 0.01% | −268−5.1% | Reduced |
| Harmony Asset Management LLC | 4,940 | $211.3K | 0.08% | −615−11.1% | Reduced |
| Enterprise Financial Services Corp | 4,921 | $210.5K | 0.12% | −578−10.5% | Reduced |
| Ascent Group, LLC | 4,918 | $210.4K | 0.02% | +4,918 | New |
| Wrapmanager Inc | 4,909 | $210.0K | 0.05% | −2,366−32.5% | Reduced |
| American Capital Advisory, LLC | 4,876 | $208.5K | 0.12% | +850+21.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $208.0K | 0.09% | +4,871 | New |
| TrueWealth Advisors, LLC | 4,860 | $207.9K | 0.07% | +4,860 | New |
| Stonegate Investment Group, LLC | 4,804 | $205.5K | 0.01% | −588−10.9% | Reduced |
| AlphaMark Advisors, LLC | 4,794 | $205.0K | 0.07% | −688−12.6% | Reduced |
| Sound Income Strategies, LLC | 4,776 | $204.3K | 0.01% | +991+26.2% | Added |
| Nemes Rush Group LLC | 5,233 | $204.0K | 0.03% | +633+13.8% | Added |
| Simon Quick Advisors, LLC | 4,769 | $204.0K | 0.01% | +4,769 | New |
| Quest Partners LLC | 4,754 | $203.3K | 0.02% | +2,129+81.1% | Added |
| MQS Management LLC | 4,752 | $203.2K | 0.11% | +4,752 | New |
| PGGM Investments | 4,736 | $203.0K | 0.00% | −10,943−69.8% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 4,742 | $202.8K | 0.07% | +4,742 | New |
| Family Firm, Inc. | 4,741 | $202.8K | 0.04% | +18+0.4% | Added |
| ProVise Management Group, LLC | 4,741 | $202.8K | 0.02% | −3,027−39.0% | Reduced |
| Bright Futures Wealth Management, LLC. | 4,665 | $202.0K | 0.10% | +4,665 | New |
| Alaethes Wealth LLC | 4,694 | $200.8K | 0.07% | +4,694 | New |
| Capital Analysts, LLC | 4,598 | $196.0K | 0.01% | +1,043+29.3% | Added |
| Accordant Advisory Group Inc | 4,524 | $193.5K | 0.15% | +3,488+336.7% | Added |
| Horizon Bancorp Inc | 4,519 | $193.0K | 0.09% | −1,208−21.1% | Reduced |
| Eastern Bank | 4,478 | $191.5K | 0.00% | +4,478 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,434 | $189.6K | 0.01% | −4,510−50.4% | Reduced |
| Hartford Financial Management Inc. | 4,399 | $188.1K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 4,326 | $185.0K | 0.00% | +50+1.2% | Added |
| Harbour Investments, Inc. | 4,313 | $184.5K | 0.01% | +537+14.2% | Added |
| Baldwin Brothers Inc | 4,273 | $182.8K | 0.01% | +1,403+48.9% | Added |
| Cromwell Holdings LLC | 4,108 | $175.7K | 0.11% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4,094 | $175.1K | 0.10% | −113−2.7% | Reduced |
| Bruce G. Allen Investments, LLC | 4,072 | $174.2K | 0.14% | +176+4.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,048 | $173.1K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,000 | $171.1K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,878 | $165.9K | 0.83% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,863 | $165.2K | 0.01% | −1,570−28.9% | Reduced |
| Catalyst Capital Advisors LLC | 3,861 | $165.1K | 0.00% | +3,861 | New |
| Washington Trust Co | 3,682 | $157.5K | 0.01% | +68+1.9% | Added |
| Tobam | 3,666 | $157.0K | 0.03% | +702+23.7% | Added |
| AdvisorNet Financial, Inc | 3,667 | $156.8K | 0.01% | +1,068+41.1% | Added |
| Aster Capital Management (DIFC) Ltd | 3,622 | $154.9K | 0.03% | +3,622 | New |
| Manchester Capital Management LLC | 3,605 | $154.2K | 0.02% | +5+0.1% | Added |
| Alta Advisers Ltd | 3,600 | $154.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,562 | $152.3K | 0.01% | +58+1.7% | Added |
| Fairscale Capital, LLC | 3,503 | $149.8K | 0.13% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,499 | $149.7K | 0.08% | −184−5.0% | Reduced |
| Oarsman Capital, Inc. | 3,473 | $148.5K | 0.03% | +3,473 | New |
| Caldwell Sutter Capital, Inc. | 3,345 | $143.1K | 0.07% | −312−8.5% | Reduced |
| Riverview Trust Co | 3,315 | $141.8K | 0.12% | +20+0.6% | Added |
| MV Capital Management, Inc. | 3,280 | $140.3K | 0.01% | +27+0.8% | Added |
| Creative Financial Designs Inc | 3,269 | $139.8K | 0.01% | +11+0.3% | Added |
| Tompkins Financial Corp | 3,171 | $135.6K | 0.01% | +166+5.5% | Added |
| First PREMIER Bank | 3,000 | $128.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,899 | $124.0K | 0.01% | −527−15.4% | Reduced |
| Boyd Watterson Asset Management LLC | 2,887 | $123.5K | 0.03% | −125−4.2% | Reduced |
| Sunbelt Securities, Inc. | 2,882 | $123.3K | 0.01% | +108+3.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,871 | $122.8K | 0.04% | +700+32.2% | Added |
| SOA Wealth Advisors, LLC. | 2,858 | $122.2K | 0.02% | +135+5.0% | Added |
| First United Bank Trust | 2,838 | $121.4K | 0.04% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 74,865 | $117.0K | 0.06% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,587 | $110.6K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,587 | $110.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,551 | $109.1K | 0.03% | +2,551 | New |
| Chilton Capital Management LLC | 2,531 | $108.3K | 0.00% | +81+3.3% | Added |
| CKW Financial Group | 2,600 | $108.0K | 0.01% | −200−7.1% | Reduced |
| Clear Investment Research, LLC | 2,481 | $106.1K | 0.14% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,433 | $104.1K | 0.03% | +2,433 | New |
| Cranbrook Wealth Management, LLC | 2,430 | $103.9K | 0.02% | +2,430 | New |
| Bare Financial Services, Inc | 2,403 | $102.8K | 0.04% | +7+0.3% | Added |
| Quent Capital, LLC | 2,276 | $97.0K | 0.01% | +5+0.2% | Added |
| Sittner & Nelson, LLC | 2,175 | $93.0K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,171 | $92.9K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 2,142 | $92.0K | 0.06% | +33+1.6% | Added |