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 |
|---|---|---|---|---|---|
| Weiss Asset Management LP | 41,557 | $1.80M | 0.04% | +41,557 | New |
| Congress Wealth Management LLC | 42,031 | $1.82M | 0.03% | −845−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,150 | $1.83M | 0.04% | −292−0.7% | Reduced |
| Marotta Asset Management | 42,297 | $1.83M | 0.38% | +100+0.2% | Added |
| Investors Research Corp | 43,171 | $1.87M | 0.41% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 43,733 | $1.90M | 0.09% | +1,999+4.8% | Added |
| Ahl Investment Management, Inc. | 43,894 | $1.90M | 1.33% | −918−2.0% | Reduced |
| Octavia Wealth Advisors, LLC | 43,909 | $1.90M | 0.23% | −2,048−4.5% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 44,032 | $1.91M | 1.46% | +44,032 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 44,775 | $1.94M | 0.14% | −85,135−65.5% | Reduced |
| Intech Investment Management LLC | 44,906 | $1.95M | 0.02% | +25,516+131.6% | Added |
| Trust Co of Toledo NA | 44,910 | $1.95M | 0.26% | +63+0.1% | Added |
| Hills Bank & Trust Co | 45,015 | $1.95M | 0.15% | +834+1.9% | Added |
| Catherine Avery Investment Management LLC | 45,091 | $1.96M | 1.73% | +45,091 | New |
| Empirical Finance, LLC | 45,104 | $1.96M | 0.11% | −587−1.3% | Reduced |
| Prospera Financial Services Inc | 45,159 | $1.96M | 0.05% | +257+0.6% | Added |
| Tradewinds, LLC. | 41,524 | $1.96M | 0.55% | −2,989−6.7% | Reduced |
| Park Avenue Securities LLC | 45,361 | $1.97M | 0.02% | +12,798+39.3% | Added |
| Allworth Financial LP | 41,926 | $1.97M | 0.01% | −4,235−9.2% | Reduced |
| Country Club Bank | 45,499 | $1.97M | 0.13% | +39,949+719.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,621 | $1.98M | 0.02% | −16,316−26.3% | Reduced |
| Arvest Bank Trust Division | 45,994 | $2.00M | 0.12% | +158+0.3% | Added |
| Ostrum Asset Management | 46,038 | $2.00M | 0.17% | +10,992+31.4% | Added |
| Bridgefront Capital, LLC | 46,216 | $2.00M | 0.68% | +24,682+114.6% | Added |
| Marco Investment Management LLC | 46,256 | $2.01M | 0.17% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 46,266 | $2.01M | 0.79% | +2,441+5.6% | Added |
| ZWJ Investment Counsel Inc | 46,453 | $2.02M | 0.08% | −418−0.9% | Reduced |
| First American Bank | 46,674 | $2.02M | 0.14% | −692−1.5% | Reduced |
| SeaCrest Wealth Management, LLC | 47,174 | $2.05M | 0.22% | −553−1.2% | Reduced |
| Everence Capital Management Inc | 47,920 | $2.08M | 0.14% | −22,610−32.1% | Reduced |
| Caption Management, LLC | 48,000 | $2.08M | 0.09% | +19,200+66.7% | Added |
| Pathway Financial Advisers, LLC | 48,261 | $2.09M | 0.71% | +86+0.2% | Added |
| Disciplined Equity Management, Inc. | 48,620 | $2.11M | 1.37% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 49,000 | $2.13M | 0.11% | +4,267+9.5% | Added |
| Signaturefd, LLC | 49,017 | $2.13M | 0.04% | −1,387−2.8% | Reduced |
| King Luther Capital Management Corp | 49,177 | $2.13M | 0.01% | −16,816−25.5% | Reduced |
| Walleye Capital LLC | 49,472 | $2.15M | 0.02% | +2,143+4.5% | Added |
| Culbertson A N & Co Inc | 49,703 | $2.16M | 0.34% | +2,781+5.9% | Added |
| Thompson Siegel & Walmsley LLC | 49,922 | $2.17M | 0.03% | +10.0% | Added |
| CWM, LLC | 50,784 | $2.20M | 0.01% | +3,250+6.8% | Added |
| Poehling Capital Management, LLC | 51,201 | $2.22M | 0.55% | +307+0.6% | Added |
| IVC Wealth Advisors LLC | 51,273 | $2.22M | 1.24% | −566−1.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 51,538 | $2.24M | 0.06% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 51,621 | $2.24M | 0.13% | +196+0.4% | Added |
| Principal Securities, Inc. | 51,899 | $2.25M | 0.05% | +3,041+6.2% | Added |
| Carnegie Capital Asset Management, LLC | 52,203 | $2.26M | 0.07% | +557+1.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 52,220 | $2.27M | 0.28% | −252−0.5% | Reduced |
| Caisse des Depots Et Consignations | 52,305 | $2.27M | 0.11% | +52,305 | New |
| Heritage Trust Co | 53,125 | $2.30M | 0.27% | +53,125 | New |
| Bailard, Inc. | 53,149 | $2.31M | 0.06% | +5,725+12.1% | Added |
| Nicholas Hoffman & Company, LLC. | 53,414 | $2.32M | 0.09% | −2,256−4.1% | Reduced |
| Atria Wealth Solutions, Inc. | 53,450 | $2.32M | 0.03% | +23,194+76.7% | Added |
| Farmers National Bank | 53,644 | $2.33M | 0.68% | +53,644 | New |
| Huntington National Bank | 53,752 | $2.33M | 0.02% | −16,014−23.0% | Reduced |
| Hancock Whitney Corp | 53,851 | $2.34M | 0.07% | +4,338+8.8% | Added |
| David Wealth Management LLC | 54,270 | $2.35M | 1.94% | +54,270 | New |
| Apollon Wealth Management, LLC | 54,502 | $2.36M | 0.05% | +5,345+10.9% | Added |
| Aquatic Capital Management LLC | 54,834 | $2.38M | 0.06% | −587,866−91.5% | Reduced |
| Rather & Kittrell, Inc. | 55,426 | $2.40M | 0.57% | +180.0% | Added |
| Omers Administration Corp | 55,644 | $2.41M | 0.02% | +9,352+20.2% | Added |
| Peregrine Asset Advisers, Inc. | 55,776 | $2.42M | 0.89% | +55,776 | New |
| Laurel Wealth Advisors LLC | 55,838 | $2.42M | 0.38% | +965+1.8% | Added |
| Global Retirement Partners, LLC | 56,019 | $2.43M | 0.07% | +420+0.8% | Added |
| Vident Advisory, LLC | 56,043 | $2.43M | 0.04% | −11,854−17.5% | Reduced |
| Hardin Capital Partners, LLC | 56,115 | $2.43M | 1.47% | −1,999−3.4% | Reduced |
| BlueChip Wealth Advisors LLC | 56,294 | $2.44M | 1.35% | −3,657−6.1% | Reduced |
| Simmons Bank | 56,334 | $2.44M | 0.18% | +13,067+30.2% | Added |
| Dodge & Cox | 56,346 | $2.44M | 0.00% | −25,693,714−99.8% | Reduced |
| Teza Capital Management LLC | 56,483 | $2.45M | 0.37% | +42,037+291.0% | Added |
| Triangle Securities Wealth Management | 56,532 | $2.45M | 0.63% | −1,699−2.9% | Reduced |
| Metis Global Partners, LLC | 56,687 | $2.46M | 0.07% | +2,455+4.5% | Added |
| Nomura Holdings Inc | 56,845 | $2.47M | 0.01% | +56,845 | New |
| Lido Advisors, LLC | 57,831 | $2.51M | 0.02% | +14,256+32.7% | Added |
| Gator Capital Management, LLC | 58,000 | $2.52M | 0.95% | 00.0% | Unchanged |
| Prudential PLC | 58,076 | $2.52M | 0.01% | +20,701+55.4% | Added |
| IFG Advisory, LLC | 58,463 | $2.54M | 0.14% | +18,053+44.7% | Added |
| Nkcfo LLC | 58,600 | $2.54M | 1.12% | +58,600 | New |
| First Bank & Trust | 58,977 | $2.56M | 0.49% | −85−0.1% | Reduced |
| Lee Danner & Bass Inc | 59,149 | $2.57M | 0.20% | +848+1.5% | Added |
| ING Groep NV | 59,807 | $2.59M | 0.02% | +59,807 | New |
| Holderness Investments Co | 59,840 | $2.60M | 0.57% | −84−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 60,498 | $2.62M | 0.04% | −938−1.5% | Reduced |
| E. Ohman J:or Asset Management AB | 60,980 | $2.65M | 0.06% | +8,200+15.5% | Added |
| Motley Fool Asset Management LLC | 60,980 | $2.65M | 0.14% | +7,081+13.1% | Added |
| Norinchukin Bank, The | 61,008 | $2.65M | 0.06% | +5,260+9.4% | Added |
| Capital Investment Counsel, Inc | 61,140 | $2.65M | 0.40% | −753−1.2% | Reduced |
| Fulton Bank, N.A. | 61,183 | $2.65M | 0.10% | +1,771+3.0% | Added |
| Crossmark Global Holdings, Inc. | 61,600 | $2.67M | 0.05% | −6,775−9.9% | Reduced |
| IMC-Chicago, LLC | 61,937 | $2.69M | 0.07% | +61,937 | New |
| Stock Yards Bank & Trust Co | 62,292 | $2.70M | 0.09% | −8,749−12.3% | Reduced |
| Massmutual Trust Co FSB | 63,827 | $2.77M | 0.08% | −1,591−2.4% | Reduced |
| New Mexico Educational Retirement Board | 63,888 | $2.77M | 0.09% | −1,500−2.3% | Reduced |
| Kavar Capital Partners Group, LLC | 64,071 | $2.78M | 0.47% | −2,139−3.2% | Reduced |
| Peloton Wealth Strategists | 64,300 | $2.79M | 1.12% | −2,423−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 64,397 | $2.79M | 0.00% | −12,935−16.7% | Reduced |
| Principle Wealth Partners LLC | 64,558 | $2.80M | 0.20% | −1,954−2.9% | Reduced |
| Venture Visionary Partners LLC | 65,696 | $2.85M | 0.12% | +6,693+11.3% | Added |
| JT Stratford LLC | 66,330 | $2.88M | 0.47% | −4,043−5.7% | Reduced |
| Groupe la Francaise | 66,363 | $2.88M | 0.07% | +66,363 | New |
| Moors & Cabot, Inc. | 66,633 | $2.89M | 0.14% | −1,727−2.5% | Reduced |