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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 51,627 | $2.21M | 0.12% | +6,553+14.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 51,538 | $2.20M | 0.06% | −20,000−28.0% | Reduced |
| Atlantic Union Bankshares Corp | 51,425 | $2.20M | 0.13% | −30−0.1% | Reduced |
| Poehling Capital Management, LLC | 50,894 | $2.18M | 0.56% | −1,783−3.4% | Reduced |
| Signaturefd, LLC | 50,404 | $2.16M | 0.04% | +1,348+2.7% | Added |
| Thompson Siegel & Walmsley LLC | 49,921 | $2.13M | 0.03% | −466−0.9% | Reduced |
| Hancock Whitney Corp | 49,513 | $2.12M | 0.07% | +151+0.3% | Added |
| Apollon Wealth Management, LLC | 49,157 | $2.10M | 0.06% | +6,136+14.3% | Added |
| Principal Securities, Inc. | 48,858 | $2.09M | 0.05% | +1,812+3.9% | Added |
| National Asset Management, Inc. | 49,431 | $2.08M | 0.06% | −5,132−9.4% | Reduced |
| Disciplined Equity Management, Inc. | 48,620 | $2.08M | 1.31% | −2,670−5.2% | Reduced |
| iA Global Asset Management Inc. | 48,197 | $2.06M | 0.04% | +33,145+220.2% | Added |
| Pathway Financial Advisers, LLC | 48,175 | $2.06M | 0.93% | +54+0.1% | Added |
| Morningstar Investment Management LLC | 47,164 | $2.06M | 0.20% | −25,082−34.7% | Reduced |
| SeaCrest Wealth Management, LLC | 47,727 | $2.04M | 0.22% | −466−1.0% | Reduced |
| CWM, LLC | 47,534 | $2.03M | 0.01% | +9,769+25.9% | Added |
| Bailard, Inc. | 47,424 | $2.03M | 0.05% | −650−1.4% | Reduced |
| First American Bank | 47,366 | $2.03M | 0.15% | +4,230+9.8% | Added |
| Walleye Capital LLC | 47,329 | $2.02M | 0.02% | +15,056+46.7% | Added |
| Culbertson A N & Co Inc | 46,922 | $2.01M | 0.32% | −1,895−3.9% | Reduced |
| ZWJ Investment Counsel Inc | 46,871 | $2.00M | 0.08% | −723−1.5% | Reduced |
| Assetmark, Inc | 46,598 | $1.99M | 0.01% | +6,407+15.9% | Added |
| Omers Administration Corp | 46,292 | $1.98M | 0.02% | 00.0% | Unchanged |
| Marco Investment Management LLC | 46,256 | $1.98M | 0.17% | 00.0% | Unchanged |
| Allworth Financial LP | 46,161 | $1.97M | 0.01% | +1,970+4.5% | Added |
| Octavia Wealth Advisors, LLC | 45,957 | $1.97M | 0.24% | +14,474+46.0% | Added |
| Arvest Bank Trust Division | 45,836 | $1.96M | 0.11% | +45,836 | New |
| Stonebridge Capital Advisors LLC | 45,749 | $1.96M | 0.16% | −11,492−20.1% | Reduced |
| Empirical Finance, LLC | 45,691 | $1.95M | 0.11% | +851+1.9% | Added |
| Compass Ion Advisors, LLC | 45,351 | $1.94M | 0.24% | +45,351 | New |
| Glenmede Trust Co NA | 45,166 | $1.93M | 0.01% | −2,284−4.8% | Reduced |
| Prospera Financial Services Inc | 44,902 | $1.92M | 0.05% | −3,281−6.8% | Reduced |
| Trust Co of Toledo NA | 44,847 | $1.92M | 0.26% | −5,643−11.2% | Reduced |
| Ahl Investment Management, Inc. | 44,812 | $1.92M | 1.32% | −1,500−3.2% | Reduced |
| Ossiam | 44,791 | $1.92M | 0.04% | −8,516−16.0% | Reduced |
| CWA Asset Management Group, LLC | 44,733 | $1.91M | 0.10% | +44,733 | New |
| Tradewinds, LLC. | 44,513 | $1.90M | 0.59% | +222+0.5% | Added |
| Investment Management Corp of Ontario | 44,432 | $1.90M | 0.04% | −144,300−76.5% | Reduced |
| United Capital Financial Advisers, LLC | 44,351 | $1.90M | 0.02% | +1,898+4.5% | Added |
| Hills Bank & Trust Co | 44,181 | $1.89M | 0.14% | −699−1.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 43,847 | $1.88M | 0.07% | −470−1.1% | Reduced |
| Argyle Capital Management Inc. | 43,825 | $1.87M | 0.75% | −1,650−3.6% | Reduced |
| Lido Advisors, LLC | 43,575 | $1.86M | 0.01% | +6,829+18.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 43,477 | $1.86M | 0.11% | −21,979−33.6% | Reduced |
| Simmons Bank | 43,267 | $1.85M | 0.13% | +33,859+359.9% | Added |
| Investors Research Corp | 43,171 | $1.85M | 0.40% | −308−0.7% | Reduced |
| Congress Wealth Management LLC | 42,876 | $1.83M | 0.02% | +42,876 | New |
| Northwestern Mutual Investment Management Company, LLC | 42,442 | $1.82M | 0.04% | −141−0.3% | Reduced |
| Marotta Asset Management | 42,197 | $1.80M | 0.35% | −51−0.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 41,984 | $1.80M | 0.36% | +20,318+93.8% | Added |
| GHP Investment Advisors, Inc. | 41,734 | $1.78M | 0.08% | +628+1.5% | Added |
| J. Safra Sarasin Holding AG | 41,549 | $1.78M | 0.03% | −1,301−3.0% | Reduced |
| Cornercap Investment Counsel Inc | 41,519 | $1.78M | 0.53% | −7,053−14.5% | Reduced |
| Argent Advisors, Inc. | 41,233 | $1.76M | 0.66% | +504+1.2% | Added |
| Ballast, Inc. | 41,101 | $1.76M | 0.50% | −540−1.3% | Reduced |
| Level Four Advisory Services, LLC | 40,728 | $1.75M | 0.07% | −56,156−58.0% | Reduced |
| Heritage Wealth Advisors | 40,901 | $1.75M | 0.08% | −929−2.2% | Reduced |
| Abundance Wealth Counselors | 40,714 | $1.74M | 0.36% | +14,719+56.6% | Added |
| SG Americas Securities, LLC | 40,499 | $1.73M | 0.01% | −189,913−82.4% | Reduced |
| IFG Advisory, LLC | 40,410 | $1.73M | 0.11% | +712+1.8% | Added |
| Argent Financial Group, Inc. | 40,394 | $1.73M | 0.21% | +40,394 | New |
| Kinneret Advisory, LLC | 40,279 | $1.72M | 0.16% | −528−1.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 40,135 | $1.72M | 0.35% | +1,380+3.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 39,649 | $1.70M | 0.12% | −3,510−8.1% | Reduced |
| Icon Advisers Inc | 39,100 | $1.67M | 0.35% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 39,027 | $1.67M | 0.55% | −851−2.1% | Reduced |
| NBC Securities, Inc. | 39,035 | $1.67M | 0.14% | −1,162−2.9% | Reduced |
| Norris Financial Group, LLC | 38,938 | $1.67M | 0.82% | −212−0.5% | Reduced |
| We Are One Seven, LLC | 38,925 | $1.66M | 0.07% | +246+0.6% | Added |
| CAPROCK Group, Inc. | 38,803 | $1.66M | 0.06% | −266−0.7% | Reduced |
| Capital Investment Advisors, LLC | 38,757 | $1.66M | 0.03% | −1,071−2.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 38,657 | $1.65M | 0.48% | −220−0.6% | Reduced |
| Ibex Wealth Advisors | 18,656 | $1.61M | 0.52% | −96,234−83.8% | Reduced |
| Wealth Alliance | 37,562 | $1.61M | 0.19% | −280−0.7% | Reduced |
| Prudential PLC | 37,375 | $1.60M | 0.01% | −33,258−47.1% | Reduced |
| Arvest Investments, Inc. | 37,049 | $1.58M | 0.24% | −5,127−12.2% | Reduced |
| St. Johns Investment Management Company, LLC | 36,908 | $1.58M | 0.74% | −91−0.2% | Reduced |
| Paradigm Asset Management Co LLC | 36,883 | $1.58M | 0.41% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 36,846 | $1.58M | 0.65% | +36,846 | New |
| Bleakley Financial Group, LLC | 36,746 | $1.57M | 0.05% | +2,019+5.8% | Added |
| Arcus Capital Partners, LLC | 36,722 | $1.57M | 0.57% | +1,196+3.4% | Added |
| Berkeley Capital Partners, LLC | 36,654 | $1.57M | 0.45% | +475+1.3% | Added |
| Physicians Financial Services, Inc. | 36,485 | $1.56M | 0.49% | −950−2.5% | Reduced |
| Diamant Asset Management, Inc. | 36,431 | $1.56M | 0.98% | −80−0.2% | Reduced |
| Patten Group, Inc. | 36,277 | $1.55M | 0.34% | −1,670−4.4% | Reduced |
| Bray Capital Advisors | 36,131 | $1.55M | 0.38% | −8,543−19.1% | Reduced |
| Wright Investors Service Inc | 36,067 | $1.54M | 0.40% | −14,487−28.7% | Reduced |
| Financial Partners Group, LLC | 36,012 | $1.54M | 0.58% | −2,541−6.6% | Reduced |
| Raleigh Capital Management Inc. | 36,005 | $1.54M | 0.59% | +206+0.6% | Added |
| Jacobi Capital Management LLC | 35,851 | $1.53M | 0.12% | +1,937+5.7% | Added |
| Citizens & Northern Corp | 35,668 | $1.53M | 0.46% | −4,938−12.2% | Reduced |
| Independence Bank of Kentucky | 35,650 | $1.52M | 0.33% | +1,952+5.8% | Added |
| Twin City Private Wealth, LLC | 35,650 | $1.52M | 1.32% | −3,820−9.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 35,636 | $1.52M | 0.07% | +3,283+10.1% | Added |
| Eagle Bluffs Wealth Management LLC | 35,209 | $1.51M | 0.81% | +166+0.5% | Added |
| River Wealth Advisors LLC | 35,086 | $1.50M | 0.20% | −4,242−10.8% | Reduced |
| Bahl & Gaynor Inc | 35,073 | $1.50M | 0.01% | −4,652−11.7% | Reduced |
| Blair William & Co | 35,053 | $1.50M | 0.00% | +4,444+14.5% | Added |
| Ostrum Asset Management | 35,046 | $1.50M | 0.12% | −3,906−10.0% | Reduced |
| Integrated Wealth Concepts LLC | 34,490 | $1.48M | 0.02% | +10,402+43.2% | Added |