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 |
|---|---|---|---|---|---|
| Signature Wealth Management Group | 87,421 | $3.74M | 1.50% | −519−0.6% | Reduced |
| Mizuho Securities USA LLC | 86,836 | $3.71M | 0.08% | −16,339−15.8% | Reduced |
| Atom Investors LP | 86,485 | $3.70M | 0.39% | +86,485 | New |
| Simplex Trading, LLC | 86,033 | $3.68M | 0.12% | −42,998−33.3% | Reduced |
| Legacy Financial Advisors, Inc. | 85,875 | $3.67M | 0.62% | +858+1.0% | Added |
| Hartford Investment Management Co | 84,182 | $3.60M | 0.12% | −1,293−1.5% | Reduced |
| Bragg Financial Advisors, Inc | 83,983 | $3.59M | 0.15% | −15,006−15.2% | Reduced |
| Arbor Investment Advisors, LLC | 83,691 | $3.58M | 0.47% | +83,691 | New |
| Sandy Spring Bank | 83,160 | $3.56M | 0.15% | −7,041−7.8% | Reduced |
| Thomasville National Bank | 82,647 | $3.53M | 0.26% | −6,408−7.2% | Reduced |
| Thrivent Financial for Lutherans | 82,255 | $3.52M | 0.01% | +12,300+17.6% | Added |
| Van Eck Associates Corp | 80,473 | $3.50M | 0.00% | −3,543−4.2% | Reduced |
| Hengehold Capital Management LLC | 79,933 | $3.42M | 0.32% | +4,267+5.6% | Added |
| Private Advisor Group, LLC | 79,474 | $3.40M | 0.02% | +4,718+6.3% | Added |
| Abn Amro Investment Solutions | 79,344 | $3.39M | 0.06% | +18,846+31.2% | Added |
| Wellington Shields Capital Management, LLC | 78,393 | $3.35M | 0.58% | +243+0.3% | Added |
| Commonwealth Retirement Investments LLC | 78,309 | $3.35M | 1.40% | +4,300+5.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 78,103 | $3.34M | 0.72% | +78,103 | New |
| Axxcess Wealth Management, LLC | 77,758 | $3.33M | 0.08% | +7,376+10.5% | Added |
| TD Private Client Wealth LLC | 77,385 | $3.31M | 0.10% | +350.0% | Added |
| Allspring Global Investments Holdings, LLC | 77,332 | $3.31M | 0.01% | +5,786+8.1% | Added |
| Anchor Investment Management, LLC | 77,073 | $3.30M | 0.31% | −4,415−5.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 76,925 | $3.29M | 0.61% | −3,928−4.9% | Reduced |
| L & S Advisors Inc | 76,699 | $3.28M | 0.34% | +76,699 | New |
| Kestra Private Wealth Services, LLC | 76,599 | $3.28M | 0.06% | +2,840+3.9% | Added |
| Maryland State Retirement & Pension System | 76,236 | $3.26M | 0.07% | −26,997−26.2% | Reduced |
| HAP Trading, LLC | 75,722 | $3.24M | 1.64% | +75,722 | New |
| Sandhill Capital Partners LLC | 75,502 | $3.23M | 0.23% | +4,094+5.7% | Added |
| Rakuten Investment Management, Inc. | 75,860 | $3.23M | 0.02% | +18,935+33.3% | Added |
| Louisiana State Employees Retirement System | 75,400 | $3.22M | 0.06% | −300−0.4% | Reduced |
| AMF Pensionsforsakring AB | 75,010 | $3.21M | 0.02% | +75,010 | New |
| Inspire Trust Co, N.A. | 75,000 | $3.21M | 0.88% | +9,163+13.9% | Added |
| Securian Asset Management, Inc | 74,065 | $3.17M | 0.09% | −2,876−3.7% | Reduced |
| Alaska Permanent Fund Corp | 73,805 | $3.16M | 0.05% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 73,320 | $3.14M | 0.75% | +1,208+1.7% | Added |
| United Bank | 72,940 | $3.12M | 1.44% | −884−1.2% | Reduced |
| Quantinno Capital Management LP | 72,647 | $3.11M | 0.04% | +14,645+25.2% | Added |
| Cary Street Partner Investment Advisory LLC | 72,412 | $3.10M | 0.11% | −5,277−6.8% | Reduced |
| Salzhauer Michael | 72,172 | $3.09M | 1.96% | 00.0% | Unchanged |
| Jane Street Group, LLC | 72,043 | $3.08M | 0.00% | −326,437−81.9% | Reduced |
| Warren Averett Asset Management, LLC | 71,648 | $3.06M | 0.06% | +20,679+40.6% | Added |
| Quadrature Capital Ltd | 71,653 | $3.06M | 0.07% | +26,855+59.9% | Added |
| Edmp, Inc. | 71,322 | $3.05M | 2.51% | −835−1.2% | Reduced |
| Stock Yards Bank & Trust Co | 71,041 | $3.04M | 0.10% | −6,976−8.9% | Reduced |
| Moloney Securities Asset Management, LLC | 70,953 | $3.03M | 0.41% | −741−1.0% | Reduced |
| Everence Capital Management Inc | 70,530 | $3.02M | 0.19% | 00.0% | Unchanged |
| JT Stratford LLC | 70,373 | $3.01M | 0.51% | −291−0.4% | Reduced |
| Huntington National Bank | 69,766 | $2.98M | 0.02% | +897+1.3% | Added |
| Pinnacle Financial Partners Inc | 68,649 | $2.94M | 0.06% | +4,446+6.9% | Added |
| Crossmark Global Holdings, Inc. | 68,375 | $2.92M | 0.05% | −11,825−14.7% | Reduced |
| Moors & Cabot, Inc. | 68,360 | $2.92M | 0.15% | −3,827−5.3% | Reduced |
| StoneX Group Inc. | 68,127 | $2.91M | 0.21% | +5,743+9.2% | Added |
| Vident Advisory, LLC | 67,897 | $2.90M | 0.07% | +12,530+22.6% | Added |
| Camden National Bank | 67,837 | $2.90M | 0.42% | −992−1.4% | Reduced |
| M&G Plc | 66,573 | $2.86M | 0.01% | −5,328−7.4% | Reduced |
| Peloton Wealth Strategists | 66,723 | $2.85M | 1.13% | −1,494−2.2% | Reduced |
| Principle Wealth Partners LLC | 66,512 | $2.84M | 0.20% | +2,733+4.3% | Added |
| Kavar Capital Partners Group, LLC | 66,210 | $2.83M | 0.45% | −4,675−6.6% | Reduced |
| King Luther Capital Management Corp | 65,993 | $2.82M | 0.01% | +197+0.3% | Added |
| Concord Asset Management, LLC | 65,686 | $2.81M | 0.63% | +55,149+523.4% | Added |
| Massmutual Trust Co FSB | 65,418 | $2.80M | 0.08% | −5,770−8.1% | Reduced |
| New Mexico Educational Retirement Board | 65,388 | $2.80M | 0.09% | −1,800−2.7% | Reduced |
| Colonial Trust Co | 64,943 | $2.78M | 0.43% | −80,407−55.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 64,190 | $2.75M | 0.43% | +27,020+72.7% | Added |
| Toroso Investments, LLC | 62,803 | $2.69M | 0.03% | +4,029+6.9% | Added |
| NEOS Investment Management LLC | 62,560 | $2.68M | 0.08% | +12,992+26.2% | Added |
| Glass Wealth Management Co LLC | 62,078 | $2.66M | 1.47% | +22,208+55.7% | Added |
| Capital Investment Counsel, Inc | 61,893 | $2.65M | 0.38% | −218−0.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 61,937 | $2.65M | 0.03% | +7,509+13.8% | Added |
| Foster Victor Wealth Advisors, LLC | 61,950 | $2.64M | 0.21% | +60.0% | Added |
| Stratos Wealth Partners, LTD. | 61,436 | $2.63M | 0.04% | +557+0.9% | Added |
| Savant Capital, LLC | 60,484 | $2.59M | 0.02% | −3,952−6.1% | Reduced |
| BlueChip Wealth Advisors LLC | 59,951 | $2.56M | 1.34% | −10,950−15.4% | Reduced |
| Holderness Investments Co | 59,924 | $2.56M | 0.56% | −221−0.4% | Reduced |
| Fulton Bank, N.A. | 59,412 | $2.54M | 0.10% | −2,311−3.7% | Reduced |
| First Bank & Trust | 59,062 | $2.53M | 0.48% | +5,200+9.7% | Added |
| XTX Topco Ltd | 59,056 | $2.53M | 0.18% | +51,570+688.9% | Added |
| Venture Visionary Partners LLC | 59,003 | $2.52M | 0.11% | −3,152−5.1% | Reduced |
| AIA Group Ltd | 58,936 | $2.52M | 0.07% | −17,628−23.0% | Reduced |
| Ieq Capital, LLC | 58,641 | $2.51M | 0.03% | +19,516+49.9% | Added |
| Freemont Management S.A. | 58,400 | $2.50M | 1.30% | +58,400 | New |
| Lee Danner & Bass Inc | 58,301 | $2.49M | 0.18% | +548+0.9% | Added |
| Triangle Securities Wealth Management | 58,231 | $2.49M | 0.64% | −3,769−6.1% | Reduced |
| Gator Capital Management, LLC | 58,000 | $2.48M | 1.10% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 58,114 | $2.45M | 1.39% | −248−0.4% | Reduced |
| Norinchukin Bank, The | 55,748 | $2.38M | 0.06% | +8,156+17.1% | Added |
| Nicholas Hoffman & Company, LLC. | 55,670 | $2.38M | 0.10% | −9,048−14.0% | Reduced |
| Global Retirement Partners, LLC | 55,599 | $2.38M | 0.07% | +1,638+3.0% | Added |
| Rather & Kittrell, Inc. | 55,408 | $2.37M | 0.58% | +160.0% | Added |
| Laurel Wealth Advisors LLC | 54,873 | $2.35M | 0.38% | +3,490+6.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 54,552 | $2.33M | 0.04% | +3,071+6.0% | Added |
| Tudor Investment Corp Et Al | 54,404 | $2.33M | 0.03% | −245,844−81.9% | Reduced |
| Metis Global Partners, LLC | 54,232 | $2.32M | 0.07% | +1,772+3.4% | Added |
| Tower Research Capital LLC (TRC) | 53,281 | $2.28M | 0.06% | −53,630−50.2% | Reduced |
| E. Ohman J:or Asset Management AB | 52,780 | $2.26M | 0.06% | −6,020−10.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 52,619 | $2.25M | 0.02% | −53,747−50.5% | Reduced |
| Motley Fool Asset Management LLC | 53,899 | $2.25M | 0.13% | +1,907+3.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 52,472 | $2.24M | 0.28% | −136−0.3% | Reduced |
| IVC Wealth Advisors LLC | 51,839 | $2.22M | 1.21% | −310−0.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 51,646 | $2.21M | 0.07% | −140−0.3% | Reduced |