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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 159,717 | $6.83M | 0.04% | +5,070+3.3% | Added |
| Argent Trust Co | 159,293 | $6.81M | 0.28% | −102−0.1% | Reduced |
| GWM Advisors LLC | 157,645 | $6.74M | 0.04% | +9,592+6.5% | Added |
| CIBC Private Wealth Group, LLC | 156,371 | $6.69M | 0.01% | −200−0.1% | Reduced |
| State of Alaska, Department of Revenue | 155,598 | $6.65M | 0.07% | +10,045+6.9% | Added |
| Montag A & Associates Inc | 154,838 | $6.62M | 0.31% | +1,224+0.8% | Added |
| AMG National Trust Bank | 154,636 | $6.61M | 0.18% | −2,665−1.7% | Reduced |
| Boston Common Asset Management, LLC | 154,523 | $6.61M | 0.17% | +61,683+66.4% | Added |
| Kingsview Wealth Management, LLC | 154,342 | $6.60M | 0.14% | +3,491+2.3% | Added |
| Kovitz Investment Group Partners, LLC | 170,555 | $6.59M | 0.05% | +8,735+5.4% | Added |
| Vinva Investment Management Ltd | 154,437 | $6.57M | 0.28% | +99,162+179.4% | Added |
| APG Asset Management N.V. | 171,116 | $6.56M | 0.04% | −3,026,550−94.6% | Reduced |
| Ethic Inc. | 168,210 | $6.56M | 0.17% | +580.0% | Added |
| Cullinan Associates Inc | 152,837 | $6.49M | 0.37% | +2,500+1.7% | Added |
| Dakota Wealth Management | 149,993 | $6.42M | 0.15% | +67,967+82.9% | Added |
| Linscomb & Williams, Inc. | 149,185 | $6.38M | 0.32% | −460.0% | Reduced |
| Colony Group, LLC | 146,340 | $6.26M | 0.02% | +103,350+240.4% | Added |
| Quantbot Technologies LP | 142,587 | $6.10M | 0.24% | +142,587 | New |
| Avantax Advisory Services, Inc. | 142,568 | $6.10M | 0.04% | +3,822+2.8% | Added |
| Raymond James Trust N.A. | 142,523 | $6.10M | 0.13% | −2,694−1.9% | Reduced |
| Zions Bancorporation, N.A. | 142,169 | $6.08M | 0.44% | −3,276−2.3% | Reduced |
| Parcion Private Wealth LLC | 141,737 | $6.06M | 0.50% | +6,278+4.6% | Added |
| Associated Banc-Corp | 140,986 | $6.03M | 0.18% | −3,375−2.3% | Reduced |
| Whitener Capital Management, Inc. | 139,956 | $5.99M | 1.70% | −5,729−3.9% | Reduced |
| Elo Mutual Pension Insurance Co | 139,781 | $5.98M | 0.13% | +25,678+22.5% | Added |
| Skba Capital Management LLC | 137,900 | $5.90M | 0.88% | +137,900 | New |
| Davis Selected Advisers | 137,238 | $5.87M | 0.03% | +2,326+1.7% | Added |
| Winton Group Ltd | 135,585 | $5.80M | 0.41% | +135,585 | New |
| Harvest Portfolios Group Inc. | 135,505 | $5.80M | 0.19% | −14,872−9.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 134,552 | $5.75M | 0.88% | +6,412+5.0% | Added |
| Concurrent Investment Advisors, LLC | 133,375 | $5.70M | 0.17% | +3,297+2.5% | Added |
| Oppenheimer & Co Inc | 133,106 | $5.69M | 0.09% | −10,060−7.0% | Reduced |
| Stephens Inc | 132,998 | $5.69M | 0.08% | −5,946−4.3% | Reduced |
| Dana Investment Advisors, Inc. | 132,298 | $5.66M | 0.19% | +3,222+2.5% | Added |
| Huber Capital Management LLC | 131,464 | $5.62M | 1.13% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 135,462 | $5.57M | 2.87% | +2,083+1.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 129,910 | $5.56M | 0.38% | +1,558+1.2% | Added |
| Shelton Capital Management | 129,694 | $5.55M | 0.14% | +68,000+110.2% | Added |
| Atria Investments LLC | 128,216 | $5.48M | 0.07% | −4,334−3.3% | Reduced |
| Allianz Asset Management GmbH | 126,996 | $5.43M | 0.01% | −4,318−3.3% | Reduced |
| Kempner Capital Management Inc. | 125,483 | $5.37M | 2.75% | 00.0% | Unchanged |
| Fifth Third Bancorp | 125,171 | $5.35M | 0.02% | +6,110+5.1% | Added |
| Magnetar Financial LLC | 124,615 | $5.33M | 0.12% | +124,615 | New |
| Chesley Taft & Associates LLC | 124,531 | $5.33M | 0.25% | −705−0.6% | Reduced |
| Loudon Investment Management, LLC | 123,427 | $5.28M | 2.89% | −2,200−1.8% | Reduced |
| DRW Securities, LLC | 122,312 | $5.23M | 0.29% | +8,863+7.8% | Added |
| Cornerstone Wealth Group, LLC | 122,018 | $5.22M | 0.43% | +1,125+0.9% | Added |
| Maltese Capital Management LLC | 121,700 | $5.21M | 0.84% | −93,300−43.4% | Reduced |
| Bridge Creek Capital Management LLC | 119,758 | $5.12M | 1.54% | −1,035−0.9% | Reduced |
| Patten & Patten Inc | 117,698 | $5.03M | 0.33% | −4,322−3.5% | Reduced |
| JustInvest LLC | 117,579 | $5.03M | 0.08% | +22,158+23.2% | Added |
| Colonial Trust Advisors | 115,017 | $4.92M | 0.43% | +1,564+1.4% | Added |
| Mackenzie Financial Corp | 114,808 | $4.91M | 0.01% | −185,106−61.7% | Reduced |
| Csenge Advisory Group | 113,501 | $4.91M | 0.26% | −15,060−11.7% | Reduced |
| Oregon Public Employees Retirement Fund | 114,555 | $4.90M | 0.09% | −360−0.3% | Reduced |
| AXA S.A. | 113,542 | $4.86M | 0.01% | +1,364+1.2% | Added |
| Lighthouse Investment Partners, LLC | 113,250 | $4.84M | 0.26% | −44,343−28.1% | Reduced |
| First Citizens Bank & Trust Co | 111,997 | $4.79M | 0.11% | −5,025−4.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 111,485 | $4.77M | 0.09% | +28,295+34.0% | Added |
| United Capital Management of KS, Inc. | 111,161 | $4.75M | 1.03% | +2,244+2.1% | Added |
| Sterling Investment Advisors, Ltd. | 111,080 | $4.75M | 1.20% | −3,490−3.0% | Reduced |
| Arkadios Wealth Advisors | 111,048 | $4.75M | 0.27% | +1,817+1.7% | Added |
| Foyston, Gordon, & Payne Inc | 111,030 | $4.75M | 1.18% | −75,572−40.5% | Reduced |
| Griffin Asset Management, Inc. | 110,791 | $4.74M | 0.53% | −1,910−1.7% | Reduced |
| Gulf International Bank (UK) Ltd | 105,339 | $4.50M | 0.12% | −4,596−4.2% | Reduced |
| HB Wealth Management, LLC | 104,534 | $4.47M | 0.05% | +8,298+8.6% | Added |
| Asio Capital, LLC | 104,525 | $4.47M | 0.85% | +247+0.2% | Added |
| LaFleur & Godfrey LLC | 103,498 | $4.43M | 0.61% | +1,208+1.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 102,949 | $4.38M | 0.02% | +13,018+14.5% | Added |
| Commerce Bank | 101,490 | $4.34M | 0.03% | −11,992−10.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 100,696 | $4.31M | 1.38% | −129−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 100,167 | $4.28M | 0.04% | −5,778−5.5% | Reduced |
| Chartwell Investment Partners, LLC | 100,000 | $4.28M | 0.15% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 99,747 | $4.27M | 0.01% | +4,170+4.4% | Added |
| Renaissance Technologies LLC | 99,717 | $4.26M | 0.01% | +99,717 | New |
| XML Financial, LLC | 99,408 | $4.25M | 0.39% | −663−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 99,330 | $4.25M | 0.02% | +21,871+28.2% | Added |
| Keybank National Association | 99,256 | $4.25M | 0.02% | −4,902−4.7% | Reduced |
| Wesbanco Bank Inc | 97,864 | $4.19M | 0.14% | −18,380−15.8% | Reduced |
| Brinker Capital Investments, LLC | 97,241 | $4.16M | 0.04% | −1,554−1.6% | Reduced |
| Orion Portfolio Solutions, LLC | 97,241 | $4.16M | 0.04% | −1,554−1.6% | Reduced |
| Equitable Trust Co | 97,222 | $4.16M | 0.27% | +30,795+46.4% | Added |
| Hedeker Wealth, LLC | 96,841 | $4.14M | 1.10% | +8,019+9.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 96,421 | $4.12M | 0.01% | −6,710−6.5% | Reduced |
| Steel Peak Wealth Management LLC | 95,194 | $4.07M | 0.18% | −12,876−11.9% | Reduced |
| Semmax Financial Advisors Inc. | 86,249 | $4.07M | 1.12% | +2,081+2.5% | Added |
| Advisors Asset Management, Inc. | 94,919 | $4.06M | 0.07% | −61,515−39.3% | Reduced |
| Worldquant Millennium Advisors LLC | 94,911 | $4.06M | 0.03% | +94,911 | New |
| Kentucky Retirement Systems | 93,292 | $3.99M | 0.12% | −7,542−7.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 92,698 | $3.96M | 0.01% | −53,587−36.6% | Reduced |
| Clearstead Advisors, LLC | 91,641 | $3.92M | 0.06% | −9,043−9.0% | Reduced |
| TownSquare Capital, LLC | 91,017 | $3.89M | 0.05% | +7,618+9.1% | Added |
| Iowa State Bank | 90,929 | $3.89M | 0.80% | −5,589−5.8% | Reduced |
| Fort Pitt Capital Group, LLC | 90,581 | $3.87M | 0.11% | +1,728+1.9% | Added |
| Fiduciary Alliance LLC | 90,021 | $3.85M | 0.51% | +6,594+7.9% | Added |
| Community Bank, N.A. | 89,670 | $3.84M | 0.48% | −1,500−1.6% | Reduced |
| Wealth Group, Ltd. | 89,021 | $3.81M | 2.55% | +260+0.3% | Added |
| Verdence Capital Advisors LLC | 88,254 | $3.77M | 0.30% | −14,556−14.2% | Reduced |
| Am Investment Strategies LLC | 87,844 | $3.76M | 0.91% | +46+0.1% | Added |
| Ingalls & Snyder LLC | 87,524 | $3.74M | 0.15% | −3,172−3.5% | Reduced |