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 |
|---|---|---|---|---|---|
| Resources Management Corp | 16,600 | $710.0K | 0.10% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 16,590 | $709.6K | 0.05% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 16,588 | $709.5K | 0.16% | −200−1.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,544 | $707.6K | 0.05% | −4,032−19.6% | Reduced |
| Farther Finance Advisors, LLC | 16,543 | $707.4K | 0.03% | +7,055+74.4% | Added |
| Northwest & Ethical Investments L.P. | 16,500 | $705.7K | 0.02% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 16,403 | $701.6K | 0.02% | −80−0.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 18,055 | $701.4K | 0.27% | 00.0% | Unchanged |
| Busey Wealth Management | 16,392 | $701.1K | 0.02% | −97−0.6% | Reduced |
| Essex Financial Services, Inc. | 16,143 | $699.8K | 0.05% | +197+1.2% | Added |
| Dudley Capital Management, LLC | 16,328 | $698.3K | 0.37% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 16,284 | $696.5K | 0.04% | +9,661+145.9% | Added |
| Centaurus Financial, Inc. | 16,168 | $691.0K | 0.04% | +3,559+28.2% | Added |
| Stratos Wealth Advisors, LLC | 16,120 | $689.5K | 0.03% | −23−0.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 16,119 | $689.4K | 0.14% | −2,316−12.6% | Reduced |
| Westhampton Capital, LLC | 16,020 | $685.2K | 0.35% | +4,150+35.0% | Added |
| Dover Advisors, LLC | 15,853 | $678.0K | 0.38% | +10,568+200.0% | Added |
| FLC Capital Advisors | 15,849 | $677.9K | 0.16% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 15,832 | $677.1K | 0.01% | −123−0.8% | Reduced |
| Trust Asset Management LLC | 15,787 | $675.2K | 0.05% | 00.0% | Unchanged |
| AlTi Global, Inc. | 15,761 | $674.1K | 0.02% | −1,442−8.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 15,700 | $671.5K | 0.09% | +200+1.3% | Added |
| Atomi Financial Group, Inc. | 15,676 | $670.5K | 0.04% | +3,562+29.4% | Added |
| Atticus Wealth Management, LLC | 15,634 | $668.7K | 0.21% | 00.0% | Unchanged |
| Strategic Advisors LLC | 15,600 | $667.2K | 0.12% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 15,597 | $661.2K | 0.42% | −195−1.2% | Reduced |
| Live Oak Private Wealth LLC | 15,410 | $659.1K | 0.11% | +1,306+9.3% | Added |
| North Star Investment Management Corp. | 15,385 | $658.0K | 0.05% | −508−3.2% | Reduced |
| City Holding Co | 15,368 | $657.3K | 0.09% | −59−0.4% | Reduced |
| Wolverine Trading, LLC | 15,437 | $656.4K | 0.02% | +8,380+118.7% | Added |
| IHT Wealth Management, LLC | 15,448 | $656.2K | 0.02% | +6,080+64.9% | Added |
| Delta Accumulation, LLC | 15,335 | $655.9K | 4.34% | +50.0% | Added |
| Fortis Capital Advisors, LLC | 15,317 | $655.1K | 0.22% | +15,317 | New |
| Fifth Third Wealth Advisors LLC | 15,291 | $654.0K | 0.04% | +187+1.2% | Added |
| Driehaus Capital Management LLC | 15,254 | $652.4K | 0.01% | +2,942+23.9% | Added |
| Whittier Trust Co | 15,231 | $651.4K | 0.01% | −2,617−14.7% | Reduced |
| Summit Trail Advisors, LLC | 15,229 | $651.3K | 0.02% | +1,081+7.6% | Added |
| Thompson Investment Management, Inc. | 15,176 | $649.1K | 0.09% | −261−1.7% | Reduced |
| MAI Capital Management | 15,139 | $647.5K | 0.01% | −2,398−13.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 15,074 | $644.7K | 0.09% | +735+5.1% | Added |
| Wealth Quarterback LLC | 15,021 | $642.5K | 0.33% | −217−1.4% | Reduced |
| Bayview Asset Management, LLC | 15,000 | $641.5K | 0.36% | −2,500−14.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 14,976 | $640.5K | 0.06% | +442+3.0% | Added |
| Beacon Pointe Advisors, LLC | 14,963 | $640.0K | 0.01% | −6,260−29.5% | Reduced |
| Guardian Wealth Advisors, LLC | 14,891 | $636.9K | 0.07% | +1,093+7.9% | Added |
| HM Payson & Co | 14,860 | $635.6K | 0.01% | −1,485−9.1% | Reduced |
| Evergreen Capital Management LLC | 14,776 | $632.0K | 0.02% | +548+3.9% | Added |
| Strategic Blueprint, LLC | 14,754 | $631.0K | 0.04% | −939−6.0% | Reduced |
| Tower Bridge Advisors | 14,690 | $628.3K | 0.07% | −2,600−15.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,685 | $628.1K | 0.34% | −36−0.2% | Reduced |
| Panagora Asset Management Inc | 14,635 | $625.9K | 0.00% | −257,824−94.6% | Reduced |
| Register Financial Advisors LLC | 14,610 | $624.9K | 0.32% | −1,398−8.7% | Reduced |
| First City Capital Management, Inc. | 14,581 | $623.6K | 0.32% | +3,272+28.9% | Added |
| Montag & Caldwell, LLC | 14,562 | $622.8K | 0.13% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 14,550 | $622.3K | 0.34% | +6,508+80.9% | Added |
| Farmers & Merchants Investments Inc | 14,500 | $620.2K | 0.02% | −4,521−23.8% | Reduced |
| Smith & Howard Wealth Management, LLC | 14,486 | $619.6K | 0.17% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 14,486 | $619.5K | 0.02% | +2,355+19.4% | Added |
| Teza Capital Management LLC | 14,446 | $617.9K | 0.07% | +1,475+11.4% | Added |
| EP Wealth Advisors, LLC | 14,419 | $616.7K | 0.01% | +5,505+61.8% | Added |
| Hoxton Planning & Management, LLC | 14,074 | $601.9K | 0.23% | +4,141+41.7% | Added |
| Cobblestone Capital Advisors LLC | 14,045 | $600.7K | 0.03% | +339+2.5% | Added |
| Prosperity Wealth Management, Inc. | 14,024 | $599.8K | 0.24% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 14,014 | $599.0K | 0.28% | +6,042+75.8% | Added |
| Naples Global Advisors, LLC | 13,978 | $597.9K | 0.06% | +518+3.8% | Added |
| PFG Investments, LLC | 13,922 | $595.4K | 0.04% | −1,036−6.9% | Reduced |
| Premier Path Wealth Partners, LLC | 13,907 | $594.8K | 0.09% | +38+0.3% | Added |
| Fiduciary Group LLC | 13,848 | $592.3K | 0.06% | −481−3.4% | Reduced |
| Cigna Investments Inc | 13,841 | $592.0K | 0.11% | −114−0.8% | Reduced |
| Change Path, LLC | 13,832 | $591.6K | 0.02% | +6,190+81.0% | Added |
| Westwood Holdings Group Inc. | 13,826 | $591.3K | 0.00% | −1,721−11.1% | Reduced |
| Hilltop National Bank | 13,765 | $588.7K | 0.18% | −177−1.3% | Reduced |
| Partners in Financial Planning | 13,680 | $585.1K | 0.12% | +39+0.3% | Added |
| Merit Financial Group, LLC | 13,678 | $585.0K | 0.01% | −15,577−53.2% | Reduced |
| Lakeview Capital Partners, LLC | 13,667 | $584.5K | 0.09% | −10,051−42.4% | Reduced |
| Geneos Wealth Management Inc. | 13,644 | $583.6K | 0.02% | +1,725+14.5% | Added |
| Illinois Municipal Retirement Fund | 13,599 | $581.6K | 0.01% | +13,599 | New |
| Ameritas Investment Partners, Inc. | 13,564 | $580.1K | 0.02% | −517−3.7% | Reduced |
| Aull & Monroe Investment Management Corp | 13,535 | $578.9K | 0.27% | −1,308−8.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 13,530 | $578.7K | 0.02% | +2,617+24.0% | Added |
| Pinnacle Holdings, LLC | 13,520 | $578.3K | 0.23% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 13,462 | $575.8K | 0.18% | +13,462 | New |
| Archer Investment Corp | 13,409 | $573.5K | 0.15% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 13,404 | $573.3K | 0.12% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 13,408 | $571.0K | 0.01% | −110−0.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,139 | $561.9K | 0.12% | 00.0% | Unchanged |
| Outfitter Financial LLC | 13,131 | $561.6K | 0.46% | −1,946−12.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $561.3K | 0.17% | 00.0% | Unchanged |
| Greenleaf Trust | 13,099 | $560.2K | 0.00% | +795+6.5% | Added |
| Silver Oak Securities, Inc | 13,170 | $560.0K | 0.06% | +2,030+18.2% | Added |
| Eqis Capital Management, Inc. | 13,050 | $558.2K | 0.04% | −720−5.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,011 | $556.5K | 0.12% | 00.0% | Unchanged |
| Avalon Trust Co | 13,000 | $556.0K | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,950 | $553.9K | 0.01% | 00.0% | Unchanged |
| X-Square Capital, LLC | 12,901 | $552.0K | 0.24% | −33−0.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 12,901 | $551.8K | 0.14% | −176−1.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,860 | $550.0K | 0.03% | −5,511−30.0% | Reduced |
| NorthRock Partners, LLC | 12,851 | $549.6K | 0.02% | +869+7.3% | Added |
| Marcum Wealth, LLC | 12,809 | $547.8K | 0.05% | −671−5.0% | Reduced |
| Vaughan David Investments LLC | 12,792 | $547.0K | 0.01% | −1,418−10.0% | Reduced |