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 |
|---|---|---|---|---|---|
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −19,572−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −19,358−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Beacon Investment Advisors LLC | 0 | $0 | 0.00% | −15,125−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −13,241−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −12,796−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −11,520−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −11,226−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −11,192−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −9,155−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −8,878−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −8,832−100.0% | Sold out |
| Searle & Co. | 0 | $0 | 0.00% | −8,644−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −8,554−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −8,525−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −8,414−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −8,038−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −7,759−100.0% | Sold out |
| Cannon Financial Strategists, Inc. | 0 | $0 | 0.00% | −7,360−100.0% | Sold out |
| Colton Groome Financial Advisors, LLC | 0 | $0 | 0.00% | −7,280−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −7,259−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −7,117−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −6,802−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −6,639−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,574−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −6,193−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −6,195−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,039−100.0% | Sold out |
| Kingfisher Capital LLC | 0 | $0 | 0.00% | −5,657−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −5,392−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −5,297−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −4,611−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −3,747−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −3,245−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −3,106−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| Chris Bulman Inc | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −657−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Gleason Group, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −14,649−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Hyman Charles D | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Farmers National Bank | – | – | – | – | Not filed |
| Arvest Trust Co N A | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |
| Heritage Trust Co | – | – | – | – | Not filed |
| Taylor Hoffman Wealth Management | – | – | – | – | Not filed |
| Emfo, LLC | – | – | – | – | Not filed |
| PFW Advisors LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Ofi Invest Asset Management | – | – | – | – | Not filed |