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 |
|---|---|---|---|---|---|
| Camden National Bank | 66,690 | $2.89M | 0.43% | −1,147−1.7% | Reduced |
| Cary Street Partners Financial LLC | 67,336 | $2.92M | 0.10% | +67,336 | New |
| Wolverine Trading, LLC | 67,789 | $2.94M | 0.07% | +52,352+339.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 67,839 | $2.94M | 0.03% | +13,287+24.4% | Added |
| Glass Wealth Management Co LLC | 67,978 | $2.95M | 1.60% | +5,900+9.5% | Added |
| Foster Victor Wealth Advisors, LLC | 61,973 | $2.95M | 0.23% | +230.0% | Added |
| Moloney Securities Asset Management, LLC | 68,137 | $2.96M | 0.40% | −2,816−4.0% | Reduced |
| HAP Trading, LLC | 68,827 | $2.99M | 1.00% | −6,895−9.1% | Reduced |
| Concord Wealth Partners | 70,122 | $3.04M | 0.50% | +51,641+279.4% | Added |
| Novare Capital Management LLC | 70,810 | $3.07M | 0.26% | −228,494−76.3% | Reduced |
| Edmp, Inc. | 71,162 | $3.09M | 2.93% | −160−0.2% | Reduced |
| Maryland State Retirement & Pension System | 71,282 | $3.09M | 0.07% | −4,954−6.5% | Reduced |
| Securian Asset Management, Inc | 71,348 | $3.10M | 0.09% | −2,717−3.7% | Reduced |
| Louisiana State Employees Retirement System | 71,400 | $3.10M | 0.06% | −4,000−5.3% | Reduced |
| Salzhauer Michael | 72,242 | $3.13M | 1.60% | +70+0.1% | Added |
| Drucker Wealth 3.0, LLC | 72,783 | $3.16M | 0.73% | −537−0.7% | Reduced |
| Legacy CG, LLC | 73,074 | $3.17M | 0.97% | +73,074 | New |
| Colonial Trust Co | 73,413 | $3.18M | 0.47% | +8,470+13.0% | Added |
| Alaska Permanent Fund Corp | 73,805 | $3.20M | 0.05% | 00.0% | Unchanged |
| Van Eck Associates Corp | 73,895 | $3.21M | 0.00% | −6,578−8.2% | Reduced |
| Savant Capital, LLC | 73,966 | $3.21M | 0.03% | +13,482+22.3% | Added |
| Sandhill Capital Partners LLC | 75,668 | $3.28M | 0.26% | +166+0.2% | Added |
| United Bank | 75,782 | $3.29M | 1.39% | +2,842+3.9% | Added |
| TD Private Client Wealth LLC | 75,985 | $3.30M | 0.09% | −1,400−1.8% | Reduced |
| Anchor Investment Management, LLC | 76,023 | $3.30M | 0.31% | −1,050−1.4% | Reduced |
| Jump Financial, LLC | 76,083 | $3.30M | 0.07% | +69,954+1,141.4% | Added |
| Thomasville National Bank | 76,526 | $3.32M | 0.24% | −6,121−7.4% | Reduced |
| Commonwealth Retirement Investments LLC | 77,986 | $3.38M | 1.39% | −323−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 78,194 | $3.39M | 0.05% | +6,546+9.1% | Added |
| Steel Peak Wealth Management LLC | 78,334 | $3.40M | 0.14% | −16,860−17.7% | Reduced |
| Investment Management Corp of Ontario | 78,670 | $3.41M | 0.11% | +34,238+77.1% | Added |
| Teacher Retirement System of Texas | 78,989 | $3.43M | 0.01% | +70,030+781.7% | Added |
| Woodline Partners LP | 79,723 | $3.46M | 0.02% | +79,723 | New |
| Hengehold Capital Management LLC | 80,838 | $3.51M | 0.33% | +905+1.1% | Added |
| Wellington Shields Capital Management, LLC | 81,037 | $3.52M | 0.62% | +2,644+3.4% | Added |
| Axxcess Wealth Management, LLC | 81,065 | $3.52M | 0.09% | +3,307+4.3% | Added |
| Pettyjohn, Wood & White, Inc | 81,082 | $3.52M | 0.64% | +4,157+5.4% | Added |
| Kestra Private Wealth Services, LLC | 81,324 | $3.53M | 0.06% | +4,725+6.2% | Added |
| StoneX Group Inc. | 81,349 | $3.53M | 0.19% | +13,222+19.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 81,823 | $3.55M | 0.73% | +3,720+4.8% | Added |
| Hartford Investment Management Co | 81,944 | $3.55M | 0.12% | −2,238−2.7% | Reduced |
| Inspire Trust Co, N.A. | 82,000 | $3.56M | 0.91% | +7,000+9.3% | Added |
| NEOS Investment Management LLC | 82,371 | $3.57M | 0.08% | +19,811+31.7% | Added |
| Community Bank, N.A. | 82,725 | $3.59M | 0.46% | −6,945−7.7% | Reduced |
| Sandy Spring Bank | 83,129 | $3.61M | 0.15% | −310.0% | Reduced |
| Bragg Financial Advisors, Inc | 83,387 | $3.62M | 0.15% | −596−0.7% | Reduced |
| Private Advisor Group, LLC | 84,554 | $3.67M | 0.02% | +5,080+6.4% | Added |
| First Eagle Investment Management, LLC | 85,143 | $3.69M | 0.01% | +61,302+257.1% | Added |
| Am Investment Strategies LLC | 85,520 | $3.71M | 0.90% | −2,324−2.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 86,478 | $3.75M | 0.01% | −6,220−6.7% | Reduced |
| Tower Research Capital LLC (TRC) | 86,551 | $3.75M | 0.07% | +33,270+62.4% | Added |
| Pinnacle Financial Partners Inc | 86,646 | $3.76M | 0.08% | +17,997+26.2% | Added |
| Verdence Capital Advisors LLC | 87,147 | $3.78M | 0.30% | −1,107−1.3% | Reduced |
| Signature Wealth Management Group | 88,156 | $3.82M | 1.54% | +735+0.8% | Added |
| Morningstar Investment Services LLC | 88,299 | $3.83M | 0.35% | −732,454−89.2% | Reduced |
| Wealth Group, Ltd. | 88,606 | $3.84M | 2.49% | −415−0.5% | Reduced |
| Advisors Asset Management, Inc. | 89,156 | $3.87M | 0.07% | −5,763−6.1% | Reduced |
| Iowa State Bank | 89,799 | $3.90M | 0.81% | −1,130−1.2% | Reduced |
| PGGM Investments | 90,017 | $3.90M | 0.05% | +85,281+1,800.7% | Added |
| Clearstead Advisors, LLC | 90,899 | $3.94M | 0.06% | −742−0.8% | Reduced |
| Equitable Trust Co | 91,471 | $3.97M | 0.22% | −5,751−5.9% | Reduced |
| Assetmark, Inc | 91,833 | $3.98M | 0.01% | +45,235+97.1% | Added |
| Wesbanco Bank Inc | 91,865 | $3.99M | 0.14% | −5,999−6.1% | Reduced |
| Kentucky Retirement Systems | 92,024 | $3.99M | 0.12% | −1,268−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 92,697 | $4.02M | 0.00% | −89,818−49.2% | Reduced |
| Semmax Financial Advisors Inc. | 86,672 | $4.03M | 1.07% | +423+0.5% | Added |
| Keybank National Association | 93,994 | $4.08M | 0.02% | −5,262−5.3% | Reduced |
| Abn Amro Investment Solutions | 95,134 | $4.13M | 0.08% | +15,790+19.9% | Added |
| Commerce Bank | 97,043 | $4.21M | 0.03% | −4,447−4.4% | Reduced |
| New Age Alpha Advisors, LLC | 97,172 | $4.22M | 0.17% | +97,172 | New |
| XML Financial, LLC | 97,477 | $4.23M | 0.39% | −1,931−1.9% | Reduced |
| Hedeker Wealth, LLC | 97,477 | $4.23M | 1.05% | +636+0.7% | Added |
| Fiduciary Alliance LLC | 97,618 | $4.23M | 0.43% | +7,597+8.4% | Added |
| Colonial Trust Advisors | 97,767 | $4.24M | 0.38% | −17,250−15.0% | Reduced |
| Quantinno Capital Management LP | 98,013 | $4.25M | 0.04% | +25,366+34.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 98,896 | $4.29M | 0.01% | +2,475+2.6% | Added |
| Teachers Retirement System of the State of Kentucky | 99,307 | $4.31M | 0.04% | −860−0.9% | Reduced |
| Proquility Private Wealth Partners, LLC | 99,708 | $4.33M | 1.39% | −988−1.0% | Reduced |
| Brinker Capital Investments, LLC | 99,943 | $4.34M | 0.04% | +2,702+2.8% | Added |
| Orion Portfolio Solutions, LLC | 99,943 | $4.34M | 0.04% | +2,702+2.8% | Added |
| Csenge Advisory Group | 100,772 | $4.37M | 0.24% | −12,729−11.2% | Reduced |
| Avanza Fonder AB | 100,894 | $4.38M | 0.13% | +100,894 | New |
| TownSquare Capital, LLC | 101,017 | $4.38M | 0.05% | +10,000+11.0% | Added |
| Asio Capital, LLC | 102,152 | $4.43M | 0.84% | −2,373−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 102,235 | $4.44M | 0.02% | +2,905+2.9% | Added |
| Empowered Funds, LLC | 102,977 | $4.47M | 0.07% | −95,181−48.0% | Reduced |
| Neo Ivy Capital Management | 103,410 | $4.49M | 0.90% | +69,472+204.7% | Added |
| Griffith & Werner, Inc. | 103,673 | $4.50M | 2.97% | +103,673 | New |
| Gulf International Bank (UK) Ltd | 104,259 | $4.52M | 0.11% | −1,080−1.0% | Reduced |
| L & S Advisors Inc | 104,399 | $4.53M | 0.50% | +27,700+36.1% | Added |
| Sterling Investment Advisors, Ltd. | 104,964 | $4.55M | 1.10% | −6,116−5.5% | Reduced |
| Allianz Asset Management GmbH | 105,678 | $4.58M | 0.01% | −21,318−16.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 106,485 | $4.62M | 0.78% | +42,295+65.9% | Added |
| Kempner Capital Management Inc. | 106,692 | $4.63M | 2.54% | −18,791−15.0% | Reduced |
| Nordea Investment Management AB | 106,810 | $4.64M | 0.00% | −2,789,286−96.3% | Reduced |
| First Citizens Bank & Trust Co | 107,182 | $4.65M | 0.09% | −4,815−4.3% | Reduced |
| LaFleur & Godfrey LLC | 108,168 | $4.69M | 0.64% | +4,670+4.5% | Added |
| Mizuho Markets Americas LLC | 109,000 | $4.73M | 0.09% | +109,000 | New |
| Patten & Patten Inc | 109,658 | $4.76M | 0.31% | −8,040−6.8% | Reduced |
| Griffin Asset Management, Inc. | 110,802 | $4.81M | 0.56% | +110.0% | Added |