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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 2,189 | $91.3K | 0.00% | −71−3.1% | Reduced |
| Pinnacle Bancorp, Inc. | 2,124 | $90.8K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2,029 | $86.8K | 0.00% | +1,986+4,618.6% | Added |
| Exchange Traded Concepts, LLC | 2,007 | $85.8K | 0.00% | +1,602+395.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,992 | $85.2K | 0.02% | +909+83.9% | Added |
| Smithfield Trust Co | 1,970 | $84.0K | 0.00% | −98−4.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,959 | $84.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,961 | $83.9K | 0.02% | +1,961 | New |
| Providence Capital Advisors, LLC | 1,857 | $79.4K | 0.02% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 59,531 | $79.1K | 0.02% | +59,531 | New |
| Atlantic Trust, LLC | 1,846 | $79.0K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 1,800 | $77.0K | 0.01% | +1,800 | New |
| Optimum Investment Advisors | 1,671 | $71.5K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,652 | $70.6K | 0.03% | −1,143−40.9% | Reduced |
| Stephens Consulting, LLC | 1,555 | $66.5K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,495 | $63.9K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,483 | $63.4K | 0.00% | −971−39.6% | Reduced |
| Macroview Investment Management LLC | 1,390 | $59.5K | 0.06% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,367 | $58.5K | 0.02% | +1,367 | New |
| GW&K Investment Management, LLC | 1,348 | $58.0K | 0.00% | +72+5.6% | Added |
| Western Pacific Wealth Management, LP | 1,301 | $55.6K | 0.04% | +1,301 | New |
| Investment Research & Advisory Group, Inc. | 1,298 | $55.5K | 0.02% | +15+1.2% | Added |
| Arrow Financial Corp | 1,275 | $54.5K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,273 | $54.4K | 0.02% | +8+0.6% | Added |
| Trust Co | 1,233 | $52.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,232 | $52.7K | 0.02% | +5+0.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,210 | $52.0K | 0.00% | +930+332.1% | Added |
| Voisard Asset Management Group, Inc. | 1,215 | $52.0K | 0.02% | +15+1.3% | Added |
| True Wealth Design, LLC | 1,200 | $51.3K | 0.02% | +1,200 | New |
| Burkett Financial Services, LLC | 1,198 | $51.2K | 0.02% | +253+26.8% | Added |
| Operose Advisors LLC | 1,180 | $50.5K | 0.02% | +865+274.6% | Added |
| Coppell Advisory Solutions LLC | 1,144 | $48.6K | 0.01% | −331−22.4% | Reduced |
| Beacon Capital Management, LLC | 1,112 | $47.6K | 0.01% | +53+5.0% | Added |
| Washington Trust Advisors, Inc. | 1,094 | $46.8K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,093 | $46.8K | 0.04% | −542−33.1% | Reduced |
| West Paces Advisors Inc. | 1,077 | $46.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,077 | $46.1K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,062 | $45.4K | 0.01% | +1,062 | New |
| JFS Wealth Advisors, LLC | 1,060 | $45.3K | 0.00% | +105+11.0% | Added |
| Pin Oak Investment Advisors Inc | 1,069 | $45.0K | 0.04% | +215+25.2% | Added |
| TCTC Holdings, LLC | 1,023 | $43.8K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,000 | $42.8K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 974 | $41.6K | 0.01% | +4+0.4% | Added |
| Criterion Capital Advisors, LLC | 1,024 | $39.8K | 0.03% | 00.0% | Unchanged |
| Northwest Financial Advisors | 929 | $39.7K | 0.03% | +929 | New |
| Abound Wealth Management | 927 | $39.7K | 0.01% | −147−13.7% | Reduced |
| CoreCap Advisors, LLC | 921 | $39.4K | 0.00% | +472+105.1% | Added |
| Winthrop Capital Management, LLC | 914 | $39.0K | 0.02% | −105−10.3% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 804 | $37.3K | 0.02% | −12−1.5% | Reduced |
| Fortitude Family Office, LLC | 858 | $36.7K | 0.01% | +678+376.7% | Added |
| Missouri Trust & Investment Co | 854 | $36.5K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 853 | $36.5K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 843 | $36.1K | 0.02% | +10+1.2% | Added |
| Versant Capital Management, Inc | 841 | $36.0K | 0.01% | +8+1.0% | Added |
| Edmond de Rothschild Holding S.A. | 837 | $35.8K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 820 | $35.1K | 0.01% | +667+435.9% | Added |
| FNY Investment Advisers, LLC | 800 | $34.0K | 0.02% | +800 | New |
| McMahon Financial Advisors, LLC | 767 | $32.8K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 764 | $32.7K | 0.00% | −29,448−97.5% | Reduced |
| MidAtlantic Capital Management, Inc. | 745 | $31.9K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 723 | $31.0K | 0.01% | +723 | New |
| Halpern Financial, Inc. | 742 | $31.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 715 | $30.6K | 0.02% | +700+4,666.7% | Added |
| Union Savings Bank | 705 | $30.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 696 | $29.8K | 0.00% | +453+186.4% | Added |
| Annapolis Financial Services, LLC | 690 | $29.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 686 | $29.3K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 600 | $25.7K | 0.00% | +600 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $25.0K | 0.01% | −1,606−73.0% | Reduced |
| Prestige Wealth Management Group LLC | 579 | $24.8K | 0.01% | −7,747−93.0% | Reduced |
| SWAN Capital LLC | 570 | $24.4K | 0.01% | −162−22.1% | Reduced |
| Peoples Financial Services Corp. | 568 | $24.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 538 | $23.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 513 | $21.9K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 505 | $21.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 503 | $21.5K | 0.01% | +128+34.1% | Added |
| Ramirez Asset Management, Inc. | 500 | $21.4K | 0.00% | +500 | New |
| Vermillion & White Wealth Management Group, LLC | 498 | $21.3K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 454 | $19.4K | 0.00% | +372+453.7% | Added |
| City State Bank | 453 | $19.4K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 436 | $18.6K | 0.00% | +100+29.8% | Added |
| Meeder Asset Management Inc | 432 | $18.5K | 0.00% | −14−3.1% | Reduced |
| McIlrath & Eck, LLC | 427 | $18.3K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 412 | $17.6K | 0.01% | −158−27.7% | Reduced |
| Fairman Group, LLC | 411 | $17.6K | 0.02% | +4+1.0% | Added |
| Global Financial Private Client, LLC | 411 | $17.6K | 0.01% | +411 | New |
| Morton Brown Family Wealth, LLC | 407 | $17.4K | 0.01% | +4+1.0% | Added |
| FSC Wealth Advisors, LLC | 404 | $17.3K | 0.01% | +5+1.3% | Added |
| Monetary Management Group Inc | 388 | $16.6K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 380 | $16.3K | 0.01% | +6+1.6% | Added |
| Aspect Partners, LLC | 375 | $16.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $15.9K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 365 | $15.6K | 0.00% | +165+82.5% | Added |
| Piscataqua Savings Bank | 360 | $15.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 356 | $15.0K | 0.00% | +356 | New |
| Valued Wealth Advisors LLC | 350 | $15.0K | 0.01% | +82+30.6% | Added |
| Reston Wealth Management LLC | 348 | $14.9K | 0.01% | +348 | New |
| Webster Bank, N. A. | 342 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 337 | $14.4K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 334 | $14.3K | 0.00% | 00.0% | Unchanged |