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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 22,952 | $981.7K | 0.02% | −1,019−4.3% | Reduced |
| KG&L Capital Management,LLC | 22,929 | $980.7K | 0.32% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 22,923 | $980.4K | 0.05% | +22,923 | New |
| Bank & Trust Co | 22,609 | $967.0K | 0.78% | +180+0.8% | Added |
| Belpointe Asset Management LLC | 22,533 | $963.8K | 0.06% | +15,361+214.2% | Added |
| Edgestream Partners, L.P. | 22,481 | $961.5K | 0.04% | +22,481 | New |
| Wetherby Asset Management Inc | 22,397 | $957.9K | 0.04% | −378−1.7% | Reduced |
| Vontobel Holding Ltd. | 22,317 | $954.5K | 0.00% | +426+1.9% | Added |
| Monument Capital Management | 22,280 | $952.9K | 0.26% | −24−0.1% | Reduced |
| EPG Wealth Management LLC | 22,266 | $952.3K | 0.24% | +22,266 | Added |
| Wealth Advisors of Tampa Bay, LLC | 22,255 | $951.9K | 0.40% | −150−0.7% | Reduced |
| Marino, Stram & Associates LLC | 22,046 | $942.9K | 0.21% | −38−0.2% | Reduced |
| Hennessy Advisors Inc | 22,000 | $940.9K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 21,964 | $939.4K | 0.23% | +21,964 | New |
| Intrua Financial, LLC | 21,963 | $939.4K | 0.15% | −1,303−5.6% | Reduced |
| Marietta Investment Partners LLC | 21,745 | $930.0K | 0.20% | +21,745 | New |
| Meridian Wealth Management, LLC | 21,733 | $929.5K | 0.05% | +280+1.3% | Added |
| Oakworth Capital, Inc. | 21,724 | $929.1K | 0.06% | +15,534+251.0% | Added |
| Capital Management Associates | 21,674 | $927.0K | 1.03% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 21,598 | $924.0K | 0.02% | +21,598 | New |
| Bridgefront Capital, LLC | 21,534 | $921.0K | 0.36% | +11,578+116.3% | Added |
| Staley Capital Advisers Inc | 21,500 | $919.6K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 21,350 | $913.1K | 0.06% | −1,107−4.9% | Reduced |
| DoubleLine ETF Adviser LP | 21,324 | $912.0K | 0.22% | −1,436−6.3% | Reduced |
| Plimoth Trust Co LLC | 21,192 | $906.4K | 0.23% | −1,010−4.5% | Reduced |
| LVW Advisors, LLC | 21,120 | $903.3K | 0.12% | +947+4.7% | Added |
| Park Circle Co | 20,930 | $895.2K | 0.80% | 00.0% | Unchanged |
| Groupama Asset Managment | 26,044 | $894.3K | 0.02% | +95+0.4% | Added |
| Coldstream Capital Management Inc | 20,764 | $893.9K | 0.02% | +2,171+11.7% | Added |
| Fort Sheridan Advisors LLC | 20,805 | $889.8K | 0.14% | +60.0% | Added |
| Ted Buchan & Co | 20,727 | $886.5K | 0.42% | +12,048+138.8% | Added |
| Penobscot Investment Management Company, Inc. | 40,850 | $883.6K | 0.08% | −1,500−3.5% | Reduced |
| Cornerstone Advisors, LLC | 20,600 | $881.1K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,467 | $875.4K | 0.03% | +1,106+5.7% | Added |
| NewSquare Capital LLC | 20,450 | $874.6K | 0.07% | +20,057+5,103.6% | Added |
| Capital Asset Advisory Services LLC | 20,725 | $873.2K | 0.04% | −1,015−4.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,410 | $872.9K | 0.05% | −60.0% | Reduced |
| Carson Advisory Inc. | 20,343 | $870.1K | 0.55% | −935−4.4% | Reduced |
| Applied Finance Capital Management, LLC | 20,245 | $865.9K | 0.04% | +7,678+61.1% | Added |
| Gratus Wealth Advisors, LLC | 20,593 | $864.9K | 0.14% | −137−0.7% | Reduced |
| Provident Investment Management, Inc. | 20,180 | $863.1K | 0.08% | +1,650+8.9% | Added |
| Valeo Financial Advisors, LLC | 20,025 | $856.5K | 0.02% | −640−3.1% | Reduced |
| Brown Brothers Harriman & Co | 20,023 | $856.4K | 0.01% | +1,940+10.7% | Added |
| Canandaigua National Trust Co of Florida | 19,951 | $853.3K | 0.73% | +19,951 | New |
| AlphaStar Capital Management, LLC | 19,916 | $851.8K | 0.07% | −1,183−5.6% | Reduced |
| Siemens Fonds Invest GmbH | 19,906 | $851.4K | 0.07% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 19,902 | $851.2K | 0.17% | +158+0.8% | Added |
| Trust Co of Virginia | 19,811 | $847.3K | 0.08% | +453+2.3% | Added |
| Cornerstone Advisory, LLC | 19,799 | $846.8K | 0.11% | −555−2.7% | Reduced |
| Leavell Investment Management, Inc. | 19,764 | $845.3K | 0.04% | −153−0.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 19,727 | $843.7K | 0.21% | +19,727 | New |
| Community Trust & Investment Co | 19,671 | $841.3K | 0.05% | +5,000+34.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,484 | $833.3K | 0.00% | +19,484 | New |
| Aigen Investment Management, LP | 19,473 | $832.9K | 0.16% | +5,851+43.0% | Added |
| Cullen/Frost Bankers, Inc. | 19,470 | $832.7K | 0.01% | −1,340−6.4% | Reduced |
| Intech Investment Management LLC | 19,390 | $829.3K | 0.01% | +4,975+34.5% | Added |
| Buckingham Strategic Partners | 19,171 | $819.9K | 0.02% | +2,584+15.6% | Added |
| Umb Bank N A | 19,112 | $817.4K | 0.01% | +77+0.4% | Added |
| Financial Advocates Investment Management | 19,102 | $817.0K | 0.05% | +122+0.6% | Added |
| Douglass Winthrop Advisors, LLC | 18,980 | $811.8K | 0.02% | +1,064+5.9% | Added |
| NewEdge Wealth, LLC | 18,970 | $811.3K | 0.01% | +11,435+151.8% | Added |
| American Trust | 18,951 | $810.5K | 0.07% | +47+0.2% | Added |
| Todd Asset Management LLC | 18,927 | $809.5K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 18,841 | $805.8K | 0.09% | 00.0% | Unchanged |
| First County Bank | 18,623 | $796.5K | 0.39% | −5,119−21.6% | Reduced |
| CSS LLC | 18,618 | $796.3K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 18,481 | $790.4K | 0.13% | −54,946−74.8% | Reduced |
| Invst, LLC | 18,390 | $786.5K | 0.10% | −340−1.8% | Reduced |
| Menard Financial Group LLC | 18,312 | $783.2K | 0.52% | +489+2.7% | Added |
| Meitav Dash Investments Ltd | 17,792 | $781.2K | 0.01% | +545+3.2% | Added |
| TCW Group Inc | 18,238 | $780.0K | 0.01% | −427−2.3% | Reduced |
| Pitcairn Co | 18,221 | $779.3K | 0.05% | −1,034−5.4% | Reduced |
| Leisure Capital Management | 18,165 | $776.9K | 0.33% | +819+4.7% | Added |
| Smartleaf Asset Management LLC | 18,219 | $774.7K | 0.09% | +2,376+15.0% | Added |
| Financial Management Network Inc | 18,239 | $773.1K | 0.16% | +32+0.2% | Added |
| Sheets Smith Wealth Management | 18,055 | $772.2K | 0.09% | −34−0.2% | Reduced |
| Elevated Capital Advisors, LLC | 18,008 | $770.2K | 0.20% | −1,197−6.2% | Reduced |
| Midland Wealth Advisors LLC | 17,805 | $761.5K | 0.04% | −2,278−11.3% | Reduced |
| Brady Family Wealth, LLC | 17,657 | $755.2K | 0.23% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 17,500 | $748.0K | 0.40% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 17,472 | $747.3K | 0.18% | +2,240+14.7% | Added |
| First Horizon Advisors, Inc. | 17,396 | $744.1K | 0.02% | −3,364−16.2% | Reduced |
| Insigneo Advisory Services, LLC | 17,369 | $742.9K | 0.07% | +3,908+29.0% | Added |
| Legacy Wealth Asset Management, LLC | 17,325 | $741.0K | 0.20% | −39−0.2% | Reduced |
| Proequities, Inc. | 17,314 | $740.5K | 0.04% | +3,498+25.3% | Added |
| Ignite Planners, LLC | 17,253 | $737.9K | 0.17% | −533−3.0% | Reduced |
| Private Trust Co NA | 17,152 | $733.6K | 0.07% | +1,631+10.5% | Added |
| Fee-Only Financial Planning, L.C. | 17,146 | $733.3K | 0.47% | −2,736−13.8% | Reduced |
| Gabelli Funds LLC | 17,000 | $727.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 16,947 | $725.0K | 0.00% | +15,136+835.8% | Added |
| David Loasby | 17,473 | $725.0K | 0.07% | −340−1.9% | Reduced |
| Canal Capital Management, LLC | 16,940 | $724.5K | 0.12% | −332−1.9% | Reduced |
| Moneta Group Investment Advisors LLC | 16,934 | $724.2K | 0.01% | −837−4.7% | Reduced |
| Eastover Investment Advisors LLC | 16,920 | $723.7K | 0.34% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16,915 | $723.5K | 0.10% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,822 | $719.4K | 0.05% | −594−3.4% | Reduced |
| Rossmore Private Capital | 16,817 | $719.3K | 0.09% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 16,739 | $715.9K | 0.13% | +642+4.0% | Added |
| Icon Wealth Advisors, LLC | 16,739 | $715.9K | 0.06% | +43+0.3% | Added |
| OmniStar Financial Group, Inc. | 16,638 | $711.7K | 0.53% | +11+0.1% | Added |