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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 311,802 | $13.3M | 0.19% | +1,742+0.6% | Added |
| DnB Asset Management AS | 307,676 | $13.2M | 0.06% | +92,628+43.1% | Added |
| South Dakota Investment Council | 300,685 | $12.9M | 0.25% | −218,525−42.1% | Reduced |
| Coerente Capital Management | 299,739 | $12.8M | 2.39% | +1,812+0.6% | Added |
| Novare Capital Management LLC | 299,304 | $12.8M | 1.08% | +1,461+0.5% | Added |
| CIBC Asset Management Inc | 294,438 | $12.6M | 0.04% | +12,088+4.3% | Added |
| Interval Partners, LP | 293,728 | $12.6M | 0.36% | +293,728 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 291,519 | $12.5M | 0.08% | −2,395−0.8% | Reduced |
| Salem Investment Counselors Inc | 291,241 | $12.5M | 0.37% | −3,597−1.2% | Reduced |
| Forsta Ap-Fonden | 289,400 | $12.4M | 0.10% | +19,400+7.2% | Added |
| Sanctuary Advisors, LLC | 256,971 | $12.3M | 0.08% | +31,510+14.0% | Added |
| Auto-Owners Insurance Co | 288,000 | $12.3M | 0.30% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 287,230 | $12.3M | 0.16% | +3,854+1.4% | Added |
| Independent Advisor Alliance | 282,607 | $12.1M | 0.44% | +27,408+10.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 282,554 | $12.1M | 0.12% | +282,554 | New |
| McRae Capital Management Inc | 282,179 | $12.1M | 2.36% | +1,150+0.4% | Added |
| IFM Investors Pty Ltd | 279,413 | $12.0M | 0.11% | +432+0.2% | Added |
| Handelsbanken Fonder AB | 279,139 | $11.9M | 0.05% | +1,591+0.6% | Added |
| MML Investors Services, LLC | 278,591 | $11.9M | 0.04% | +969+0.3% | Added |
| Natixis | 278,322 | $11.9M | 0.07% | −241,815−46.5% | Reduced |
| Brown Advisory Inc | 273,852 | $11.7M | 0.01% | −16,060−5.5% | Reduced |
| Financial Counselors Inc | 273,479 | $11.7M | 0.17% | −2,629−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 272,924 | $11.7M | 0.03% | −10,798−3.8% | Reduced |
| Czech National Bank | 272,797 | $11.7M | 0.12% | +17,811+7.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 272,523 | $11.7M | 0.12% | +198+0.1% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 272,523 | $11.7M | 0.12% | +272,523 | New |
| Brookstone Capital Management | 270,084 | $11.6M | 0.17% | +1,966+0.7% | Added |
| Wellington Management Group LLP | 267,463 | $11.4M | 0.00% | +3,796+1.4% | Added |
| Cresset Asset Management, LLC | 267,482 | $11.4M | 0.04% | +1,699+0.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 263,351 | $11.3M | 0.90% | +861+0.3% | Added |
| Amalgamated Bank | 262,918 | $11.2M | 0.09% | −7,058−2.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 262,694 | $11.2M | 0.05% | +740.0% | Added |
| Kanawha Capital Management LLC | 261,091 | $11.2M | 0.81% | −3,873−1.5% | Reduced |
| CIBC World Markets Corp | 259,360 | $11.1M | 0.08% | −132,854−33.9% | Reduced |
| ProShare Advisors LLC | 257,386 | $11.0M | 0.03% | −26,148−9.2% | Reduced |
| Credit Agricole S A | 257,160 | $11.0M | 0.06% | −66,546−20.6% | Reduced |
| Old National Bancorp | 257,036 | $11.0M | 0.25% | +4,482+1.8% | Added |
| Wealthcare Advisory Partners LLC | 252,855 | $10.8M | 0.31% | +11,190+4.6% | Added |
| 1832 Asset Management L.P. | 252,385 | $10.8M | 0.02% | −133,530−34.6% | Reduced |
| Rothschild Investment LLC | 251,798 | $10.8M | 0.71% | −4,187−1.6% | Reduced |
| Pinebridge Investments, L.P. | 250,275 | $10.7M | 0.08% | −229,604−47.8% | Reduced |
| Capital Investment Advisory Services, LLC | 248,602 | $10.6M | 1.01% | −4,924−1.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 242,835 | $10.4M | 0.81% | +7,085+3.0% | Added |
| Korea Investment CORP | 242,520 | $10.4M | 0.02% | +17,727+7.9% | Added |
| Bokf, NA | 244,258 | $10.1M | 0.18% | −1,935−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 236,472 | $10.1M | 0.01% | +120+0.1% | Added |
| Systematic Alpha Investments, LLC | 233,937 | $10.0M | 0.37% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 233,751 | $10.0M | 0.05% | +6,848+3.0% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 233,500 | $9.99M | 0.35% | +233,500 | New |
| WSFS Capital Management, LLC | 230,302 | $9.85M | 0.53% | −7,541−3.2% | Reduced |
| Point72 Europe (London) LLP | 229,290 | $9.81M | 0.83% | −11,200−4.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 228,621 | $9.78M | 1.98% | −11,995−5.0% | Reduced |
| British Columbia Investment Management Corp | 223,266 | $9.55M | 0.06% | −32,374−12.7% | Reduced |
| Regions Financial Corp | 221,950 | $9.49M | 0.07% | −11,753−5.0% | Reduced |
| Utah Retirement Systems | 220,725 | $9.44M | 0.11% | +900+0.4% | Added |
| Schonfeld Strategic Advisors LLC | 219,330 | $9.38M | 0.08% | −92,097−29.6% | Reduced |
| F/M Investments LLC | 214,970 | $9.17M | 0.31% | +146,703+214.9% | Added |
| Northern Oak Wealth Management Inc | 207,698 | $8.88M | 1.03% | −1,483−0.7% | Reduced |
| First National Trust Co | 205,359 | $8.78M | 0.34% | −4,276−2.0% | Reduced |
| Intact Investment Management Inc. | 204,960 | $8.77M | 0.29% | +16,300+8.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 203,237 | $8.69M | 0.76% | +4,518+2.3% | Added |
| Rowland & Co Investment Counsel | 200,657 | $8.58M | 1.74% | −224−0.1% | Reduced |
| New York Life Investment Management LLC | 198,165 | $8.48M | 0.08% | −5,857−2.9% | Reduced |
| Empowered Funds, LLC | 198,158 | $8.48M | 0.13% | +120,706+155.8% | Added |
| Kestra Advisory Services, LLC | 197,301 | $8.44M | 0.05% | −28,675−12.7% | Reduced |
| Cardinal Capital Management | 195,327 | $8.35M | 1.30% | +1,458+0.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 193,757 | $8.29M | 0.02% | −13,093−6.3% | Reduced |
| NTV Asset Management LLC | 191,581 | $8.19M | 1.10% | −7,405−3.7% | Reduced |
| Pinnacle Associates Ltd | 219,458 | $8.10M | 0.14% | +2,829+1.3% | Added |
| Logan Capital Management Inc | 189,035 | $8.09M | 0.33% | −855−0.5% | Reduced |
| Yousif Capital Management, LLC | 188,436 | $8.06M | 0.09% | −3,008−1.6% | Reduced |
| Socorro Asset Management LP | 186,838 | $7.99M | 3.03% | −40,017−17.6% | Reduced |
| BancorpSouth Bank | 185,184 | $7.92M | 0.55% | +93,322+101.6% | Added |
| M&T Bank Corp | 184,543 | $7.89M | 0.03% | −8,209−4.3% | Reduced |
| Public Employees Retirement Association of Colorado | 183,159 | $7.83M | 0.03% | +147+0.1% | Added |
| D. E. Shaw & Co., Inc. | 182,515 | $7.81M | 0.01% | +57,056+45.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 181,599 | $7.77M | 0.08% | +930+0.5% | Added |
| SpiderRock Advisors, LLC | 181,232 | $7.75M | 0.17% | −357,336−66.3% | Reduced |
| Engineers Gate Manager LP | 180,211 | $7.71M | 0.15% | +159,661+776.9% | Added |
| Diversified Trust Co | 179,678 | $7.68M | 0.19% | +434+0.2% | Added |
| Continental Advisors LLC | 178,650 | $7.64M | 5.64% | −20,000−10.1% | Reduced |
| Highland Capital Management, LLC | 177,226 | $7.58M | 0.43% | −12,340−6.5% | Reduced |
| Wealthfront Advisers LLC | 176,822 | $7.56M | 0.02% | +50,581+40.1% | Added |
| Janus Henderson Group PLC | 176,817 | $7.56M | 0.00% | +12,400+7.5% | Added |
| Parallax Volatility Advisers, L.P. | 175,971 | $7.53M | 0.20% | +7,493+4.4% | Added |
| RSM US Wealth Management LLC | 177,433 | $7.40M | 0.11% | −59,479−25.1% | Reduced |
| Benjamin Edwards Inc | 172,917 | $7.40M | 0.11% | +171,091+9,369.7% | Added |
| Alpha Omega Wealth Management LLC | 171,407 | $7.33M | 1.35% | −8,277−4.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 167,736 | $7.31M | 0.07% | +30,837+22.5% | Added |
| Old Point Trust & Financial Services N A | 170,784 | $7.30M | 2.62% | −11,000−6.1% | Reduced |
| QRG Capital Management, Inc. | 168,079 | $7.19M | 0.08% | −39,657−19.1% | Reduced |
| Bogart Wealth, LLC | 167,613 | $7.17M | 0.34% | −1,460−0.9% | Reduced |
| Los Angeles Capital Management LLC | 167,519 | $7.16M | 0.03% | −56,885−25.3% | Reduced |
| Pathstone Holdings, LLC | 166,827 | $7.14M | 0.03% | +890+0.5% | Added |
| Trexquant Investment LP | 166,168 | $7.11M | 0.09% | +160,284+2,724.1% | Added |
| Cyndeo Wealth Partners, LLC | 165,913 | $7.10M | 0.50% | +149,338+901.0% | Added |
| Mutual of America Capital Management LLC | 164,907 | $7.05M | 0.07% | −3,836−2.3% | Reduced |
| Advisory Services Network, LLC | 179,897 | $6.99M | 0.14% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 163,373 | $6.99M | 0.03% | +17,967+12.4% | Added |
| Mercer Global Advisors Inc | 165,595 | $6.91M | 0.02% | −28,624−14.7% | Reduced |