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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 923,193 | $39.5M | 0.10% | +115,532+14.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 922,747 | $39.5M | 2.70% | 00.0% | Unchanged |
| Aviva PLC | 878,657 | $37.6M | 0.10% | +21,310+2.5% | Added |
| Schwartz Investment Counsel Inc | 849,795 | $36.3M | 1.29% | −237,000−21.8% | Reduced |
| Twinbeech Capital LP | 847,163 | $36.2M | 0.69% | +847,163 | New |
| Chevy Chase Trust Holdings, Inc. | 841,862 | $36.0M | 0.11% | −26,496−3.1% | Reduced |
| National Bank of Canada | 821,705 | $35.1M | 0.05% | −1,193,186−59.2% | Reduced |
| STRS Ohio | 816,066 | $34.9M | 0.13% | −3,676−0.4% | Reduced |
| Morningstar Investment Services LLC | 820,753 | $34.9M | 0.36% | −5,857−0.7% | Reduced |
| Pictet Asset Management Holding SA | 780,871 | $33.4M | 0.04% | +92,278+13.4% | Added |
| Swedbank AB | 762,652 | $32.6M | 0.04% | −1,246−0.2% | Reduced |
| Captrust Financial Advisors | 761,953 | $32.6M | 0.10% | +1,059+0.1% | Added |
| Tweedy, Browne Co LLC | 760,929 | $32.5M | 1.55% | −18,795−2.4% | Reduced |
| Kornitzer Capital Management Inc | 751,529 | $32.1M | 0.59% | −30,022−3.8% | Reduced |
| Cubist Systematic Strategies, LLC | 745,859 | $31.9M | 0.48% | +745,859 | New |
| Brandes Investment Partners, LP | 741,770 | $31.7M | 0.36% | +14,757+2.0% | Added |
| Capital International Inc | 730,778 | $31.3M | 0.39% | +64,541+9.7% | Added |
| Capital Group Private Client Services, Inc. | 718,298 | $30.7M | 0.29% | +486,206+209.5% | Added |
| Balyasny Asset Management LLC | 713,356 | $30.5M | 0.08% | +713,356 | New |
| Commonwealth Equity Services, LLC | 690,358 | $29.5M | 0.04% | −37,507−5.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 673,172 | $28.8M | 0.04% | −104,835−13.5% | Reduced |
| VGI Partners Ltd | 665,781 | $28.5M | 2.52% | 00.0% | Unchanged |
| Toronto Dominion Bank | 665,213 | $28.5M | 0.05% | +9,490+1.4% | Added |
| Aquatic Capital Management LLC | 642,700 | $27.5M | 0.72% | +401,410+166.4% | Added |
| TD Asset Management Inc | 639,143 | $27.2M | 0.02% | −46,899−6.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 631,832 | $27.0M | 0.06% | −2,441−0.4% | Reduced |
| CI Private Wealth, LLC | 627,891 | $26.9M | 0.04% | +61,791+10.9% | Added |
| Zacks Investment Management | 627,277 | $26.8M | 0.23% | +77,800+14.2% | Added |
| Caisse de Depot Et Placement du Quebec | 609,935 | $26.1M | 0.05% | +609,935 | New |
| Jones Financial Companies LLLP | 607,602 | $25.8M | 0.03% | +329,801+118.7% | Added |
| Diamond Hill Capital Management Inc | 600,891 | $25.7M | 0.10% | −185,085−23.5% | Reduced |
| Public Employees Retirement System of Ohio | 595,240 | $25.5M | 0.11% | −4,837−0.8% | Reduced |
| Treasurer of the State of North Carolina | 583,440 | $25.0M | 0.10% | −1,960−0.3% | Reduced |
| Alps Advisors Inc | 575,933 | $24.6M | 0.16% | −48,770−7.8% | Reduced |
| DekaBank Deutsche Girozentrale | 572,564 | $24.0M | 0.04% | +6,539+1.2% | Added |
| Storebrand Asset Management AS | 559,702 | $23.9M | 0.08% | +14,295+2.6% | Added |
| Synovus Financial Corp | 556,243 | $23.8M | 0.28% | +118,692+27.1% | Added |
| Cerity Partners LLC | 543,110 | $23.2M | 0.05% | +4,088+0.8% | Added |
| Danske Bank A/S | 540,621 | $23.1M | 0.08% | −4,800−0.9% | Reduced |
| Deprince Race & Zollo Inc | 520,880 | $22.3M | 0.43% | −6,836−1.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 514,100 | $22.0M | 0.15% | −10,000−1.9% | Reduced |
| Asset Management One Co.,Ltd. | 509,439 | $21.8M | 0.08% | +20,862+4.3% | Added |
| GW Henssler & Associates Ltd | 505,145 | $21.6M | 1.22% | +494,007+4,435.3% | Added |
| State of Tennessee, Treasury Department | 498,673 | $21.3M | 0.07% | −12,081−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 492,786 | $21.1M | 0.05% | −18,346−3.6% | Reduced |
| Candriam Luxembourg S.C.A. | 492,613 | $21.1M | 0.12% | +120,796+32.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 483,801 | $20.7M | 0.05% | +34,543+7.7% | Added |
| State of New Jersey Common Pension Fund D | 479,334 | $20.5M | 0.08% | +15,734+3.4% | Added |
| Swiss Life Asset Management Ltd | 473,633 | $20.3M | 0.23% | −10,172−2.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 467,322 | $20.0M | 0.12% | −11,649−2.4% | Reduced |
| Godsey & Gibb Associates | 464,446 | $19.9M | 1.90% | +12,350+2.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 464,346 | $19.9M | 1.13% | +464,346 | New |
| USS Investment Management Ltd | 459,574 | $19.6M | 0.14% | +7,229+1.6% | Added |
| Professional Advisory Services Inc | 457,456 | $19.6M | 2.57% | −77,575−14.5% | Reduced |
| Davenport & Co LLC | 454,976 | $19.5M | 0.11% | −10,548−2.3% | Reduced |
| Cetera Investment Advisers | 453,551 | $19.4M | 0.04% | +24,193+5.6% | Added |
| Cramer Rosenthal McGlynn LLC | 452,135 | $19.3M | 1.07% | +74,352+19.7% | Added |
| Natixis Advisors, L.P. | 451,576 | $19.3M | 0.04% | +30,626+7.3% | Added |
| Man Group plc | 437,158 | $18.7M | 0.05% | −123,977−22.1% | Reduced |
| Nisa Investment Advisors, LLC | 435,444 | $18.6M | 0.11% | −404,800−48.2% | Reduced |
| Victory Capital Management Inc | 434,547 | $18.6M | 0.02% | −23,106−5.0% | Reduced |
| Comerica Bank | 433,985 | $18.6M | 0.07% | +15,021+3.6% | Added |
| Ensign Peak Advisors, Inc | 433,687 | $18.5M | 0.03% | −196,422−31.2% | Reduced |
| Advisors Capital Management, LLC | 428,861 | $18.3M | 0.30% | −3,716−0.9% | Reduced |
| US Bancorp | 428,380 | $18.3M | 0.02% | +5,291+1.3% | Added |
| Mariner, LLC | 426,621 | $18.2M | 0.03% | +7,741+1.8% | Added |
| Moore Capital Management, LP | 423,607 | $18.1M | 0.52% | −1,333,091−75.9% | Reduced |
| Manning & Napier Advisors LLC | 419,667 | $17.9M | 0.20% | −17,355−4.0% | Reduced |
| Nomura Asset Management Co Ltd | 418,716 | $17.9M | 0.06% | +20,859+5.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 412,629 | $17.6M | 1.20% | −473−0.1% | Reduced |
| AE Wealth Management LLC | 410,341 | $17.6M | 0.16% | −3,920−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 404,761 | $17.3M | 0.21% | +648+0.2% | Added |
| Edge Capital Group, LLC | 400,335 | $17.1M | 0.76% | +37,999+10.5% | Added |
| Susquehanna International Group, LLP | 391,588 | $16.7M | 0.03% | −217,161−35.7% | Reduced |
| State of Michigan Retirement System | 390,843 | $16.7M | 0.08% | −1,700−0.4% | Reduced |
| Verity & Verity, LLC | 388,139 | $16.6M | 1.63% | +4,534+1.2% | Added |
| American Assets Investment Management, LLC | 384,000 | $16.4M | 1.44% | 00.0% | Unchanged |
| Arizona State Retirement System | 383,576 | $16.4M | 0.10% | −3,329−0.9% | Reduced |
| Corebridge Financial, Inc. | 376,880 | $16.1M | 0.09% | −9,086−2.4% | Reduced |
| Varma Mutual Pension Insurance Co | 370,280 | $15.9M | 0.13% | −16,800−4.3% | Reduced |
| Rockefeller Capital Management L.P. | 372,141 | $15.9M | 0.04% | −45,728−10.9% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 366,745 | $15.7M | 0.30% | 00.0% | Unchanged |
| Voya Investment Management LLC | 364,802 | $15.6M | 0.02% | −157,426−30.1% | Reduced |
| Russell Investments Group, Ltd. | 361,789 | $15.5M | 0.02% | +128,910+55.4% | Added |
| Creative Planning | 359,498 | $15.4M | 0.02% | −18,872−5.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 356,237 | $15.2M | 0.05% | −217,186−37.9% | Reduced |
| KLCM Advisors, Inc. | 353,576 | $15.1M | 1.79% | +353,576 | New |
| MetLife Investment Management | 348,135 | $14.9M | 0.09% | −8,717−2.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 340,000 | $14.5M | 0.04% | −82,000−19.4% | Reduced |
| Great Lakes Advisors, LLC | 337,494 | $14.4M | 0.12% | −836−0.2% | Reduced |
| Xponance, Inc. | 335,442 | $14.3M | 0.14% | +109,696+48.6% | Added |
| Guggenheim Capital LLC | 334,962 | $14.3M | 0.10% | −55,640−14.2% | Reduced |
| Montgomery Investment Management Inc | 333,549 | $14.3M | 5.16% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 330,238 | $14.1M | 1.05% | +16,446+5.2% | Added |
| Ategra Capital Management, LLC | 326,959 | $14.0M | 10.17% | +35,025+12.0% | Added |
| Bryn Mawr Trust Co | 323,849 | $13.9M | 0.25% | +71,393+28.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 323,310 | $13.8M | 0.05% | −30,813−8.7% | Reduced |
| Baird Financial Group, Inc. | 322,220 | $13.8M | 0.03% | +5,130+1.6% | Added |
| Canada Pension Plan Investment Board | 320,831 | $13.7M | 0.01% | −428,447−57.2% | Reduced |
| Delta Asset Management LLC | 320,436 | $13.7M | 1.18% | −1,831−0.6% | Reduced |