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, 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 | 1,707 | $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, 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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 27,865 | $1.21M | 0.18% | −4,262−13.3% | Reduced |
| Integrated Wealth Concepts LLC | 27,966 | $1.21M | 0.01% | −6,524−18.9% | Reduced |
| Ally Financial Inc. | 28,000 | $1.21M | 0.15% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 28,013 | $1.22M | 0.06% | +5,090+22.2% | Added |
| Proequities, Inc. | 25,919 | $1.22M | 0.07% | +8,605+49.7% | Added |
| Sound View Wealth Advisors Group, LLC | 28,126 | $1.22M | 0.10% | +901+3.3% | Added |
| Nicolet Bankshares Inc | 28,212 | $1.22M | 0.29% | −1,752−5.8% | Reduced |
| Meeder Advisory Services, Inc. | 28,385 | $1.23M | 0.08% | +288+1.0% | Added |
| Sierra Summit Advisors LLC | 28,404 | $1.23M | 0.25% | +28,404 | New |
| BCS Wealth Management | 28,776 | $1.25M | 0.31% | −1,452−4.8% | Reduced |
| Lecap Asset Management Ltd | 28,912 | $1.25M | 0.34% | +768+2.7% | Added |
| PBMares Wealth Management LLC | 29,270 | $1.27M | 0.26% | +224+0.8% | Added |
| Bahl & Gaynor Inc | 29,296 | $1.27M | 0.01% | −5,777−16.5% | Reduced |
| BHK Investment Advisors, LLC | 29,367 | $1.27M | 0.48% | +425+1.5% | Added |
| Frank, Rimerman Advisors LLC | 29,448 | $1.28M | 0.09% | +1,094+3.9% | Added |
| MCF Advisors LLC | 29,451 | $1.28M | 0.09% | +72+0.2% | Added |
| GTS Securities LLC | 29,594 | $1.28M | 0.06% | +6,235+26.7% | Added |
| Brooks, Moore & Associates, Inc. | 29,726 | $1.29M | 0.76% | −500−1.7% | Reduced |
| Voya Financial Advisors, Inc. | 29,744 | $1.29M | 0.14% | +333+1.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 29,985 | $1.30M | 0.22% | −797−2.6% | Reduced |
| MUFG Securities EMEA plc | 30,099 | $1.31M | 0.02% | +30,099 | New |
| Patton Albertson Miller Group, LLC | 30,104 | $1.31M | 0.17% | +2,385+8.6% | Added |
| HighPoint Advisor Group LLC | 27,673 | $1.31M | 0.07% | +2,882+11.6% | Added |
| Paradigm Capital Management, LLC | 30,245 | $1.31M | 1.23% | +50+0.2% | Added |
| Group One Trading, L.P. | 30,290 | $1.31M | 0.04% | +30,290 | New |
| Taylor Financial Group, Inc. | 30,508 | $1.32M | 0.92% | 00.0% | Unchanged |
| Toroso Investments, LLC | 30,575 | $1.33M | 0.01% | −32,228−51.3% | Reduced |
| United Services Automobile Association | 30,600 | $1.33M | 0.04% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 31,080 | $1.33M | 0.56% | +34+0.1% | Added |
| Canandaigua National Bank & Trust Co | 30,655 | $1.33M | 0.13% | −1,012−3.2% | Reduced |
| Patten Group, Inc. | 30,802 | $1.34M | 0.30% | −5,475−15.1% | Reduced |
| D.A. Davidson & Co. | 31,200 | $1.35M | 0.01% | +3,937+14.4% | Added |
| Aptus Capital Advisors, LLC | 31,260 | $1.36M | 0.02% | +6,678+27.2% | Added |
| Cubist Systematic Strategies, LLC | 31,417 | $1.36M | 0.02% | −714,442−95.8% | Reduced |
| River Wealth Advisors LLC | 31,556 | $1.37M | 0.18% | −3,530−10.1% | Reduced |
| Applied Capital LLC | 31,557 | $1.37M | 1.08% | −128−0.4% | Reduced |
| Arcus Capital Partners, LLC | 35,526 | $1.38M | 0.44% | −1,196−3.3% | Reduced |
| Congress Asset Management Co | 31,966 | $1.39M | 0.01% | +31,966 | New |
| Trust Co of Vermont | 32,081 | $1.39M | 0.07% | −697−2.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 32,175 | $1.40M | 0.06% | +19,315+150.2% | Added |
| Symphony Financial, Ltd. Co. | 30,085 | $1.41M | 0.22% | +1,871+6.6% | Added |
| Bayview Asset Management, LLC | 32,500 | $1.41M | 1.84% | +17,500+116.7% | Added |
| AIA Group Ltd | 32,629 | $1.42M | 0.03% | −26,307−44.6% | Reduced |
| Argentarii, LLC | 32,892 | $1.43M | 0.72% | +32,892 | New |
| New England Research & Management, Inc. | 33,128 | $1.44M | 0.73% | −96−0.3% | Reduced |
| Eagle Bluffs Wealth Management LLC | 33,442 | $1.45M | 0.78% | −1,767−5.0% | Reduced |
| Wealthspire Advisors, LLC | 33,603 | $1.46M | 0.01% | +7,507+28.8% | Added |
| Blair William & Co | 33,777 | $1.47M | 0.00% | −1,276−3.6% | Reduced |
| Resources Investment Advisors, LLC. | 33,906 | $1.47M | 0.02% | +697+2.1% | Added |
| Arvest Investments, Inc. | 34,739 | $1.51M | 0.24% | −2,310−6.2% | Reduced |
| Bray Capital Advisors | 34,929 | $1.52M | 0.41% | −1,202−3.3% | Reduced |
| Raleigh Capital Management Inc. | 35,062 | $1.52M | 0.59% | −943−2.6% | Reduced |
| Beacon Pointe Advisors, LLC | 35,089 | $1.52M | 0.02% | +20,126+134.5% | Added |
| Sequoia Financial Advisors, LLC | 35,097 | $1.52M | 0.01% | +616+1.8% | Added |
| Mindset Wealth Management, LLC | 35,110 | $1.52M | 0.56% | −1,736−4.7% | Reduced |
| HF Advisory Group, LLC | 35,117 | $1.52M | 0.70% | +11,789+50.5% | Added |
| Financial Partners Group, LLC | 35,365 | $1.53M | 0.64% | −647−1.8% | Reduced |
| Berkeley Capital Partners, LLC | 36,185 | $1.57M | 0.44% | −469−1.3% | Reduced |
| Jacobi Capital Management LLC | 36,315 | $1.58M | 0.12% | +464+1.3% | Added |
| Twin City Private Wealth, LLC | 36,476 | $1.58M | 1.40% | +826+2.3% | Added |
| Citizens & Northern Corp | 36,575 | $1.59M | 0.43% | +907+2.5% | Added |
| St. Johns Investment Management Company, LLC | 36,614 | $1.59M | 0.74% | −294−0.8% | Reduced |
| Wealth Alliance | 36,713 | $1.59M | 0.19% | −849−2.3% | Reduced |
| J. Safra Sarasin Holding AG | 36,781 | $1.60M | 0.03% | −4,768−11.5% | Reduced |
| Physicians Financial Services, Inc. | 36,785 | $1.60M | 0.48% | +300+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 36,844 | $1.60M | 0.06% | +1,208+3.4% | Added |
| Stonebridge Capital Advisors LLC | 36,998 | $1.60M | 0.13% | −8,751−19.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 37,431 | $1.62M | 0.47% | −1,226−3.2% | Reduced |
| Neville Rodie & Shaw Inc | 37,468 | $1.63M | 0.12% | +5,695+17.9% | Added |
| Bleakley Financial Group, LLC | 37,734 | $1.64M | 0.05% | +988+2.7% | Added |
| Mutual Advisors, LLC | 36,483 | $1.64M | 0.05% | +5,103+16.3% | Added |
| Norris Financial Group, LLC | 37,964 | $1.65M | 0.77% | −974−2.5% | Reduced |
| Northstar Advisory Group, LLC | 38,039 | $1.65M | 0.84% | +4,593+13.7% | Added |
| Marietta Investment Partners LLC | 38,078 | $1.65M | 0.36% | +16,333+75.1% | Added |
| Ronald Blue Trust, Inc. | 38,283 | $1.66M | 0.02% | +3,659+10.6% | Added |
| CAPROCK Group, Inc. | 38,397 | $1.67M | 0.05% | −406−1.0% | Reduced |
| Kinneret Advisory, LLC | 38,486 | $1.67M | 0.16% | −1,793−4.5% | Reduced |
| Crews Bank & Trust | 38,656 | $1.68M | 0.28% | +38,656 | New |
| Merit Financial Group, LLC | 39,001 | $1.69M | 0.03% | +25,323+185.1% | Added |
| Ballast, Inc. | 39,058 | $1.69M | 0.48% | −2,043−5.0% | Reduced |
| Icon Advisers Inc | 39,100 | $1.70M | 0.38% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 39,168 | $1.70M | 0.26% | +3,518+9.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 39,232 | $1.70M | 0.45% | +39,232 | New |
| KMG Fiduciary Partners, LLC | 39,385 | $1.71M | 0.14% | +39,385 | New |
| Capital Investment Advisors, LLC | 39,413 | $1.71M | 0.03% | +656+1.7% | Added |
| Glenmede Trust Co NA | 39,585 | $1.72M | 0.01% | −5,581−12.4% | Reduced |
| Legacy Financial Advisors, Inc. | 39,739 | $1.72M | 0.28% | −46,136−53.7% | Reduced |
| Diamant Asset Management, Inc. | 39,821 | $1.73M | 1.10% | +3,390+9.3% | Added |
| Kentucky Trust Co | 40,145 | $1.74M | 1.02% | +40,145 | New |
| Cornercap Investment Counsel Inc | 40,194 | $1.74M | 0.56% | −1,325−3.2% | Reduced |
| Allstate Corp | 40,245 | $1.75M | 0.05% | +40,245 | New |
| Heritage Wealth Advisors | 40,259 | $1.75M | 0.09% | −642−1.6% | Reduced |
| We Are One Seven, LLC | 40,496 | $1.76M | 0.07% | +1,571+4.0% | Added |
| Inceptionr LLC | 40,763 | $1.77M | 0.39% | +18,799+85.6% | Added |
| Level Four Advisory Services, LLC | 41,114 | $1.78M | 0.07% | +386+0.9% | Added |
| one8zero8, LLC | 41,153 | $1.79M | 0.38% | +41,153 | New |
| Argent Advisors, Inc. | 41,188 | $1.79M | 0.66% | −45−0.1% | Reduced |
| Abundance Wealth Counselors | 41,387 | $1.79M | 0.39% | +673+1.7% | Added |
| Foundations Investment Advisors, LLC | 41,381 | $1.80M | 0.03% | +9,483+29.7% | Added |
| United Capital Financial Advisers, LLC | 41,553 | $1.80M | 0.02% | −2,798−6.3% | Reduced |