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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 320 | $13.7K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 312 | $13.3K | 0.00% | −500−61.6% | Reduced |
| Solstein Capital, LLC | 311 | $13.3K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $12.8K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $12.8K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 300 | $12.8K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 300 | $12.8K | 0.00% | +300 | New |
| Bangor Savings Bank | 294 | $12.6K | 0.00% | −16−5.2% | Reduced |
| Global X Japan Co., Ltd. | 276 | $11.8K | 0.00% | +276 | New |
| Glen Eagle Advisors, LLC | 269 | $11.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 255 | $10.9K | 0.00% | −174−40.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 251 | $10.7K | 0.00% | +78+45.1% | Added |
| Global Trust Asset Management, LLC | 250 | $10.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 225 | $9.62K | 0.00% | 00.0% | Unchanged |
| Motco | 223 | $9.54K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 222 | $9.49K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 215 | $9.20K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 212 | $9.07K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 219 | $9.00K | 0.01% | +142+184.4% | Added |
| Beaird Harris Wealth Management, LLC | 203 | $8.68K | 0.00% | +130+178.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 203 | $8.68K | 0.00% | +203 | New |
| Raffa Wealth Management, LLC | 198 | $8.47K | 0.00% | −2,567−92.8% | Reduced |
| PSI Advisors, LLC | 188 | $8.04K | 0.00% | −100−34.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 186 | $7.97K | 0.00% | +2+1.1% | Added |
| Key Financial Inc | 174 | $7.44K | 0.00% | +18+11.5% | Added |
| Hollencrest Capital Management | 168 | $7.18K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 161 | $6.89K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 155 | $6.63K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 154 | $6.59K | 0.00% | −93−37.7% | Reduced |
| Highline Wealth Partners LLC | 153 | $6.54K | 0.00% | +15+10.9% | Added |
| Fortis Group Advisors, LLC | 150 | $6.42K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 138 | $5.88K | 0.00% | +138 | New |
| Dunhill Financial, LLC | 135 | $5.77K | 0.00% | +2+1.5% | Added |
| GPS Wealth Strategies Group, LLC | 127 | $5.43K | 0.00% | +27+27.0% | Added |
| First Financial Corp | 120 | $5.13K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 108 | $4.65K | 0.00% | −25−18.8% | Reduced |
| Core Alternative Capital | 104 | $4.45K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 101 | $4.32K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $4.28K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 94 | $4.06K | 0.00% | −25−21.0% | Reduced |
| Peterson Financial Group, Inc. | 95 | $4.04K | 0.02% | +95 | New |
| Darwin Advisors, LLC | 94 | $4.02K | 0.00% | +94 | New |
| NVWM, LLC | 94 | $4.01K | 0.00% | +13+16.0% | Added |
| Coston, McIsaac & Partners | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 93 | $3.98K | 0.00% | −644−87.4% | Reduced |
| DT Investment Partners, LLC | 88 | $3.76K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 86 | $3.68K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 78 | $3.34K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 77 | $3.27K | 0.01% | −4,466−98.3% | Reduced |
| Trifecta Capital Advisors, LLC | 76 | $3.25K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 70 | $2.99K | 0.00% | −21−23.1% | Reduced |
| Ancora Advisors, LLC | 68 | $2.91K | 0.00% | +8+13.3% | Added |
| DiNuzzo Private Wealth, Inc. | 67 | $2.87K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 59 | $2.75K | 0.00% | +59 | New |
| Legacy Wealth Managment, LLC | 59 | $2.75K | 0.00% | +59 | New |
| Riggs Asset Managment Co. Inc. | 63 | $2.71K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 62 | $2.65K | 0.00% | +62 | New |
| Spectrum Wealth Counsel, LLC | 60 | $2.57K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $2.52K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $1.71K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 26 | $1.11K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 20 | $855 | 0.00% | +20 | New |
| JDM Financial Group LLC | 17 | $727 | 0.00% | +17 | New |
| ClariVest Asset Management LLC | 19 | $719 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 16 | $684 | 0.00% | +16 | New |
| Country Trust Bank | 12 | $513 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $428 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 10 | $428 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $428 | 0.00% | +3+42.9% | Added |
| Planning Capital Management Corp | 8 | $343 | 0.00% | −187−95.9% | Reduced |
| West Branch Capital LLC | 7 | $300 | 0.00% | +7 | New |
| Chesapeake Asset Management LLC | 5 | $213 | 0.00% | −10−66.7% | Reduced |
| Mendota Financial Group, LLC | 3 | $129 | 0.00% | +3 | New |
| Y.D. More Investments Ltd | 826 | $95 | 0.00% | +36+4.6% | Added |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −2,300,000−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,704,283−100.0% | Sold out |
| Ariel Investments, LLC | 0 | $0 | 0.00% | −995,605−100.0% | Sold out |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −357,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −310,952−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −113,636−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −106,000−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −96,400−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −79,373−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −43,191−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −36,828−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −36,613−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −34,678−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −28,636−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −28,362−100.0% | Sold out |
| Gunn & Co Investment Management, Inc. | 0 | $0 | 0.00% | −26,915−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −26,580−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Cravens & Co Advisors, LLC | 0 | $0 | 0.00% | −20,706−100.0% | Sold out |