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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 34,481 | $1.47M | 0.02% | −1,534−4.3% | Reduced |
| Silvercrest Asset Management Group LLC | 34,335 | $1.47M | 0.01% | −671−1.9% | Reduced |
| Tandem Investment Advisors, Inc. | 34,307 | $1.47M | 0.06% | +22,973+202.7% | Added |
| Neo Ivy Capital Management | 33,938 | $1.45M | 0.47% | +33,938 | New |
| FinTrust Capital Advisors, LLC | 33,770 | $1.44M | 0.25% | −6,962−17.1% | Reduced |
| Northstar Advisory Group, LLC | 33,446 | $1.43M | 0.74% | +33,446 | New |
| CIBC World Markets Inc. | 33,263 | $1.42M | 0.00% | −20,808−38.5% | Reduced |
| New England Research & Management, Inc. | 33,224 | $1.42M | 0.67% | +200+0.6% | Added |
| Resources Investment Advisors, LLC. | 33,209 | $1.42M | 0.02% | +875+2.7% | Added |
| First Hawaiian Bank | 32,779 | $1.40M | 0.04% | −27,100−45.3% | Reduced |
| Trust Co of Vermont | 32,778 | $1.40M | 0.07% | −1,796−5.2% | Reduced |
| Park Avenue Securities LLC | 32,563 | $1.39M | 0.02% | −3,573−9.9% | Reduced |
| Quadcap Wealth Management, LLC | 32,127 | $1.37M | 0.21% | +445+1.4% | Added |
| Foundations Investment Advisors, LLC | 31,898 | $1.36M | 0.03% | +1,352+4.4% | Added |
| Mutual Advisors, LLC | 31,380 | $1.36M | 0.04% | −1,730−5.2% | Reduced |
| Neville Rodie & Shaw Inc | 31,773 | $1.36M | 0.10% | −4,600−12.6% | Reduced |
| Applied Capital LLC | 31,685 | $1.36M | 1.06% | −199−0.6% | Reduced |
| Canandaigua National Bank & Trust Co | 31,667 | $1.35M | 0.13% | −2,564−7.5% | Reduced |
| Ronald Blue Trust, Inc. | 34,624 | $1.35M | 0.02% | −3,089−8.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 30,782 | $1.32M | 0.22% | −3,743−10.8% | Reduced |
| United Services Automobile Association | 30,600 | $1.31M | 0.03% | −6,923−18.5% | Reduced |
| Taylor Financial Group, Inc. | 30,508 | $1.30M | 0.90% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 31,046 | $1.30M | 0.54% | +38+0.1% | Added |
| Atria Wealth Solutions, Inc. | 30,256 | $1.29M | 0.01% | −8,138−21.2% | Reduced |
| BCS Wealth Management | 30,228 | $1.29M | 0.55% | −197−0.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 30,226 | $1.29M | 0.76% | +88+0.3% | Added |
| Paradigm Capital Management, LLC | 30,195 | $1.29M | 1.24% | +30,195 | New |
| Nicolet Bankshares Inc | 29,964 | $1.28M | 0.31% | −1,575−5.0% | Reduced |
| Bank Ozk | 29,693 | $1.27M | 0.52% | +541+1.9% | Added |
| MCF Advisors LLC | 29,379 | $1.26M | 0.09% | −4,210−12.5% | Reduced |
| Voya Financial Advisors, Inc. | 29,411 | $1.25M | 0.13% | +205+0.7% | Added |
| PBMares Wealth Management LLC | 29,046 | $1.24M | 0.26% | +2,013+7.4% | Added |
| BHK Investment Advisors, LLC | 28,942 | $1.24M | 0.46% | −6,405−18.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 28,856 | $1.23M | 0.08% | +1,798+6.6% | Added |
| Caption Management, LLC | 28,800 | $1.23M | 0.13% | +28,800 | New |
| V-Square Quantitative Management LLC | 28,600 | $1.22M | 0.18% | −554−1.9% | Reduced |
| Frank, Rimerman Advisors LLC | 28,354 | $1.21M | 0.09% | +60+0.2% | Added |
| Qsemble Capital Management, LP | 28,254 | $1.21M | 0.22% | +28,254 | New |
| Lecap Asset Management Ltd | 28,144 | $1.20M | 0.26% | +28,144 | New |
| Meeder Advisory Services, Inc. | 28,097 | $1.20M | 0.08% | +1,527+5.7% | Added |
| Seven Eight Capital, LP | 28,042 | $1.20M | 0.11% | +16,870+151.0% | Added |
| Ally Financial Inc. | 28,000 | $1.20M | 0.14% | 00.0% | Unchanged |
| Welch & Forbes LLC | 27,810 | $1.19M | 0.02% | −2,343−7.8% | Reduced |
| Symphony Financial, Ltd. Co. | 28,214 | $1.19M | 0.20% | +3,468+14.0% | Added |
| Gotham Asset Management, LLC | 27,804 | $1.19M | 0.01% | +2,504+9.9% | Added |
| La Banque Postale Asset Management SA | 27,789 | $1.19M | 0.02% | +1,626+6.2% | Added |
| Patton Albertson Miller Group, LLC | 27,719 | $1.19M | 0.16% | +723+2.7% | Added |
| J.W. Cole Advisors, Inc. | 27,579 | $1.18M | 0.05% | −5,866−17.5% | Reduced |
| William B. Walkup & Associates, Inc. | 27,429 | $1.17M | 0.73% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 27,381 | $1.17M | 0.43% | +27,381 | New |
| Dividend Assets Capital, LLC | 27,364 | $1.17M | 0.22% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 27,263 | $1.17M | 0.01% | −383−1.4% | Reduced |
| Founders Financial Alliance, LLC | 27,261 | $1.17M | 0.32% | −606−2.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 27,225 | $1.16M | 0.10% | +4,008+17.3% | Added |
| Smith Chas P & Associates Pa Cpas | 27,222 | $1.16M | 0.07% | +307+1.1% | Added |
| United Bank | 27,000 | $1.15M | 0.13% | +623+2.4% | Added |
| Profund Advisors LLC | 26,752 | $1.14M | 0.04% | +3,981+17.5% | Added |
| First Trust Investment Solutions L.P. | 26,750 | $1.14M | 0.13% | +26,750 | New |
| WealthShield Partners, LLC | 26,740 | $1.14M | 0.15% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 26,722 | $1.14M | 0.16% | −59−0.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 26,484 | $1.13M | 0.41% | −885−3.2% | Reduced |
| Ballentine Partners, LLC | 26,386 | $1.13M | 0.02% | +1,737+7.0% | Added |
| Glenview Trust Co | 26,259 | $1.12M | 0.02% | +2,432+10.2% | Added |
| Wealthspire Advisors, LLC | 26,096 | $1.12M | 0.01% | +1,354+5.5% | Added |
| Impax Asset Management Group plc | 26,000 | $1.11M | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 25,992 | $1.11M | 0.04% | +2,265+9.5% | Added |
| RBF Capital, LLC | 25,900 | $1.11M | 0.06% | 00.0% | Unchanged |
| Maven Securities LTD | 25,679 | $1.10M | 0.12% | +7,316+39.8% | Added |
| Snowden Capital Advisors LLC | 25,543 | $1.09M | 0.03% | +2,294+9.9% | Added |
| Madden Securities Corp | 25,500 | $1.09M | 0.47% | −250−1.0% | Reduced |
| Old North State Trust, LLC | 25,397 | $1.09M | 0.88% | −2,330−8.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 25,197 | $1.08M | 0.15% | +25,197 | New |
| Badgley Phelps Wealth Managers, LLC | 25,099 | $1.07M | 0.02% | +8,056+47.3% | Added |
| Caxton Associates LP | 25,060 | $1.07M | 0.05% | +25,060 | New |
| Trust Co of the South | 24,900 | $1.06M | 0.23% | +547+2.2% | Added |
| Trust Investment Advisors | 24,898 | $1.06M | 0.68% | +4,995+25.1% | Added |
| HighPoint Advisor Group LLC | 24,791 | $1.06M | 0.06% | +2,387+10.7% | Added |
| Bridges Investment Management Inc | 24,775 | $1.06M | 0.01% | +125+0.5% | Added |
| Centiva Capital, LP | 24,734 | $1.06M | 0.05% | +24,734 | New |
| Great Lakes Retirement, Inc. | 24,699 | $1.06M | 0.14% | +388+1.6% | Added |
| Spire Wealth Management | 24,645 | $1.05M | 0.04% | +1,875+8.2% | Added |
| Aptus Capital Advisors, LLC | 24,582 | $1.05M | 0.02% | +4,049+19.7% | Added |
| Hilltop Holdings Inc. | 24,435 | $1.05M | 0.07% | +6,174+33.8% | Added |
| RFP Financial Group LLC | 24,336 | $1.04M | 0.34% | +71+0.3% | Added |
| GAMMA Investing LLC | 24,308 | $1.04M | 0.10% | +5,572+29.7% | Added |
| RFG Advisory, LLC | 23,980 | $1.03M | 0.03% | +1,972+9.0% | Added |
| Salomon & Ludwin, LLC | 23,947 | $1.02M | 0.10% | +1,295+5.7% | Added |
| Horizon Investments, LLC | 24,164 | $1.02M | 0.03% | −392−1.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 23,873 | $1.02M | 0.24% | −5,506−18.7% | Reduced |
| First Eagle Investment Management, LLC | 23,841 | $1.02M | 0.00% | −41,049−63.3% | Reduced |
| Certified Advisory Corp | 23,742 | $1.02M | 0.11% | +1,487+6.7% | Added |
| Northwest Bank & Trust Co | 23,726 | $1.01M | 0.77% | +1,296+5.8% | Added |
| Tiaa Trust, National Association | 23,539 | $1.01M | 0.00% | −1,740−6.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 23,519 | $1.01M | 0.91% | −903−3.7% | Reduced |
| Greenwood Capital Associates LLC | 23,454 | $1.00M | 0.13% | −30.0% | Reduced |
| Moody National Bank Trust Division | 23,401 | $1.00M | 0.11% | −740−3.1% | Reduced |
| GTS Securities LLC | 23,359 | $999.1K | 0.02% | +6,232+36.4% | Added |
| HF Advisory Group, LLC | 23,328 | $997.7K | 0.46% | +3,839+19.7% | Added |
| Financial Security Advisor, Inc. | 23,130 | $989.3K | 0.25% | +591+2.6% | Added |
| Widmann Financial Services, Inc. | 23,030 | $985.0K | 0.75% | −153−0.7% | Reduced |