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; 1,706 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, Q4 2024
Institutional positions in Truist Financial Corp as of Dec 31, 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
- 1,569
- +110 vs. Q3 2024
- Shares held
- 969.6M
- +11.7M (+1.2%) vs. Q3 2024
- Total value
- $42.1B
- +$1.14B (+2.8%) vs. Q3 2024
- New holders
- 196
- 588 more added
- Sold out
- 86
- 599 more reduced
21 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,706 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 1,645 | $196 | 0.00% | +819+99.2% | Added |
| West Branch Capital LLC | 7 | $304 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 7 | $304 | 0.00% | +7 | New |
| Chesapeake Asset Management LLC | 10 | $433 | 0.00% | +5+100.0% | Added |
| DHJJ Financial Advisors, Ltd. | 10 | $434 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 10 | $434 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $434 | 0.00% | +10 | New |
| Country Trust Bank | 12 | $521 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $564 | 0.00% | +3+30.0% | Added |
| Parkworth Wealth Management, Inc. | 13 | $564 | 0.00% | +13 | New |
| Creekmur Asset Management LLC | 26 | $1.13K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 26 | $1.13K | 0.00% | +26 | New |
| Winnow Wealth LLC | 27 | $1.17K | 0.00% | +27 | New |
| Principia Wealth Advisory, LLC | 28 | $1.22K | 0.00% | +28 | New |
| NBC Securities, Inc. | 33 | $1.47K | 0.13% | −39,002−99.9% | Reduced |
| Capital A Wealth Management, LLC | 35 | $1.52K | 0.00% | +35 | New |
| Frazier Financial Advisors, LLC | 59 | $2.56K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $2.61K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 61 | $2.65K | 0.00% | +61 | New |
| FSA Wealth Management LLC | 62 | $2.69K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 64 | $2.75K | 0.00% | +1+1.6% | Added |
| Legend Financial Advisors, Inc. | 64 | $2.78K | 0.00% | +64 | New |
| Legacy Investment Solutions, LLC | 59 | $2.81K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 59 | $2.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 69 | $2.99K | 0.00% | +2+3.0% | Added |
| TFC Financial Management | 70 | $3.04K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 76 | $3.30K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 78 | $3.38K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 82 | $3.56K | 0.00% | +82 | New |
| One River Asset Management, LLC | 83 | $3.60K | 0.01% | +83 | New |
| Clark Wealth Partners | 84 | $3.64K | 0.00% | +84 | New |
| Rogco, LP | 86 | $3.73K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 88 | $3.82K | 0.00% | −13−12.9% | Reduced |
| DT Investment Partners, LLC | 88 | $3.82K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 106 | $4.00K | 0.01% | −113−51.6% | Reduced |
| Coston, McIsaac & Partners | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 94 | $4.08K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 93 | $4.09K | 0.00% | −1−1.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $4.34K | 0.00% | −27−21.3% | Reduced |
| Vision Financial Markets LLC | 100 | $4.34K | 0.00% | +100 | New |
| Measured Risk Portfolios, Inc. | 100 | $4.34K | 0.00% | +100 | New |
| Pineridge Advisors LLC | 100 | $4.34K | 0.00% | +100 | New |
| Core Alternative Capital | 104 | $4.51K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 106 | $4.60K | 0.00% | +106 | New |
| Hantz Financial Services, Inc. | 123 | $5.00K | 0.00% | −13−9.6% | Reduced |
| Sit Investment Associates Inc | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 119 | $5.16K | 0.00% | −18,193−99.4% | Reduced |
| First Financial Corp | 120 | $5.21K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 125 | $5.42K | 0.00% | +125 | New |
| Cornerstone Planning Group LLC | 115 | $5.47K | 0.00% | +7+6.5% | Added |
| Ancora Advisors, LLC | 129 | $5.60K | 0.00% | +61+89.7% | Added |
| Harbor Investment Advisory, LLC | 131 | $5.68K | 0.00% | −565−81.2% | Reduced |
| Park Square Financial Group, LLC | 136 | $5.90K | 0.00% | +136 | New |
| Strategic Investment Solutions, Inc. | 139 | $6.04K | 0.00% | +1+0.7% | Added |
| Motco | 149 | $6.46K | 0.00% | −74−33.2% | Reduced |
| Fortis Group Advisors, LLC | 150 | $6.51K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $6.51K | 0.00% | +150 | New |
| Synergy Financial Management, LLC | 154 | $6.59K | 0.00% | +154 | New |
| ORG Partners LLC | 154 | $6.68K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 155 | $6.72K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 161 | $6.98K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 162 | $7.03K | 0.01% | +162 | New |
| Glen Eagle Advisors, LLC | 165 | $7.16K | 0.00% | −104−38.7% | Reduced |
| Hollencrest Capital Management | 168 | $7.29K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 174 | $7.55K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 177 | $7.68K | 0.00% | +77+77.0% | Added |
| CBIZ Investment Advisory Services, LLC | 177 | $7.70K | 0.00% | −9−4.8% | Reduced |
| Avion Wealth | 188 | $8.00K | 0.00% | +12+6.8% | Added |
| Operose Advisors LLC | 185 | $8.03K | 0.00% | −995−84.3% | Reduced |
| PSI Advisors, LLC | 188 | $8.15K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 194 | $8.42K | 0.00% | +194 | New |
| Wolff Wiese Magana LLC | 195 | $8.46K | 0.01% | +155+387.5% | Added |
| Raffa Wealth Management, LLC | 198 | $8.59K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 200 | $8.68K | 0.00% | +200 | New |
| Beaird Harris Wealth Management, LLC | 203 | $8.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 213 | $9.24K | 0.00% | −124−36.8% | Reduced |
| Security National Bank | 215 | $9.33K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 215 | $9.33K | 0.00% | +215 | New |
| Dunhill Financial, LLC | 218 | $9.47K | 0.00% | +83+61.5% | Added |
| Iron Horse Wealth Management, LLC | 222 | $9.63K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 225 | $9.76K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 226 | $9.80K | 0.00% | +73+47.7% | Added |
| Plante Moran Financial Advisors, LLC | 229 | $9.93K | 0.00% | −22−8.8% | Reduced |
| Transce3nd, LLC | 246 | $10.7K | 0.00% | +246 | New |
| BOK Financial Private Wealth, Inc. | 250 | $10.8K | 0.00% | +157+168.8% | Added |
| WR Wealth Planners, LLC | 250 | $10.9K | 0.00% | −5−2.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 254 | $11.0K | 0.02% | +254 | New |
| SJS Investment Consulting Inc. | 266 | $11.6K | 0.00% | −188−41.4% | Reduced |
| Bank of Jackson Hole Trust | 270 | $11.7K | 0.01% | +270 | New |
| Stephenson National Bank & Trust | 280 | $12.1K | 0.00% | −132−32.0% | Reduced |
| Albion Financial Group | 281 | $12.2K | 0.00% | +281 | New |
| Coastline Trust Co | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $13.0K | 0.00% | +300 | New |
| Global X Japan Co., Ltd. | 301 | $13.1K | 0.00% | +25+9.1% | Added |
| Crewe Advisors LLC | 306 | $13.3K | 0.00% | −380−55.4% | Reduced |
| Solstein Capital, LLC | 311 | $13.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 320 | $13.9K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 323 | $14.0K | 0.00% | +23+7.7% | Added |