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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 113,805 | $4.94M | 0.09% | −750−0.7% | Reduced |
| Ieq Capital, LLC | 116,070 | $5.04M | 0.05% | +57,429+97.9% | Added |
| Freemont Management S.A. | 116,800 | $5.07M | 2.49% | +58,400+100.0% | Added |
| Wellington Management Group LLP | 116,847 | $5.07M | 0.00% | −150,616−56.3% | Reduced |
| Bridge Creek Capital Management LLC | 116,988 | $5.07M | 1.56% | −2,770−2.3% | Reduced |
| HB Wealth Management, LLC | 119,468 | $5.18M | 0.05% | +14,934+14.3% | Added |
| Fifth Third Bancorp | 119,961 | $5.20M | 0.02% | −5,210−4.2% | Reduced |
| Mackenzie Financial Corp | 120,535 | $5.23M | 0.01% | +5,727+5.0% | Added |
| JustInvest LLC | 121,905 | $5.29M | 0.08% | +4,326+3.7% | Added |
| United Capital Management of KS, Inc. | 122,239 | $5.30M | 0.96% | +11,078+10.0% | Added |
| Loudon Investment Management, LLC | 122,827 | $5.33M | 3.03% | −600−0.5% | Reduced |
| Whitener Capital Management, Inc. | 123,380 | $5.35M | 1.50% | −16,576−11.8% | Reduced |
| Chesley Taft & Associates LLC | 124,531 | $5.40M | 0.25% | 00.0% | Unchanged |
| Ossiam | 124,962 | $5.42M | 0.09% | +80,171+179.0% | Added |
| Mizuho Securities USA LLC | 125,819 | $5.46M | 0.10% | +38,983+44.9% | Added |
| Cornerstone Wealth Group, LLC | 126,063 | $5.47M | 0.45% | +4,045+3.3% | Added |
| Arkadios Wealth Advisors | 126,549 | $5.49M | 0.30% | +15,501+14.0% | Added |
| Shelton Capital Management | 128,555 | $5.58M | 0.14% | −1,139−0.9% | Reduced |
| Magnetar Financial LLC | 129,601 | $5.62M | 0.13% | +4,986+4.0% | Added |
| Pacer Advisors, Inc. | 129,788 | $5.63M | 0.01% | +30,041+30.1% | Added |
| Stephens Inc | 130,053 | $5.64M | 0.08% | −2,945−2.2% | Reduced |
| Baugh & Associates, LLC | 135,537 | $5.67M | 2.94% | +75+0.1% | Added |
| Elo Mutual Pension Insurance Co | 131,880 | $5.72M | 0.12% | −7,901−5.7% | Reduced |
| Concurrent Investment Advisors, LLC | 132,300 | $5.74M | 0.16% | −1,075−0.8% | Reduced |
| Atria Investments LLC | 133,770 | $5.80M | 0.07% | +5,554+4.3% | Added |
| Harvest Portfolios Group Inc. | 135,149 | $5.86M | 0.20% | −356−0.3% | Reduced |
| Oppenheimer & Co Inc | 135,290 | $5.87M | 0.09% | +2,184+1.6% | Added |
| Dana Investment Advisors, Inc. | 135,669 | $5.89M | 0.19% | +3,371+2.5% | Added |
| Vinva Investment Management Ltd | 135,771 | $5.89M | 0.23% | −18,666−12.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 135,803 | $5.92M | 0.02% | +32,854+31.9% | Added |
| RSM US Wealth Management LLC | 141,170 | $6.12M | 0.09% | −36,263−20.4% | Reduced |
| Associated Banc-Corp | 141,453 | $6.14M | 0.18% | +467+0.3% | Added |
| Parcion Private Wealth LLC | 141,901 | $6.16M | 0.47% | +164+0.1% | Added |
| Jamison Private Wealth Management, Inc. | 142,516 | $6.18M | 0.91% | +7,964+5.9% | Added |
| Colony Group, LLC | 142,923 | $6.20M | 0.02% | −3,417−2.3% | Reduced |
| Davis Selected Advisers | 145,379 | $6.31M | 0.04% | +8,141+5.9% | Added |
| Linscomb & Williams, Inc. | 149,212 | $6.47M | 0.32% | +270.0% | Added |
| State of Alaska, Department of Revenue | 151,383 | $6.57M | 0.07% | −4,215−2.7% | Reduced |
| Dakota Wealth Management | 151,371 | $6.57M | 0.15% | +1,378+0.9% | Added |
| Advisory Services Network, LLC | 151,427 | $6.57M | 0.12% | −28,470−15.8% | Reduced |
| Montag A & Associates Inc | 152,113 | $6.60M | 0.31% | −2,725−1.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 150,348 | $6.61M | 0.08% | +38,863+34.9% | Added |
| Cullinan Associates Inc | 153,037 | $6.64M | 0.43% | +200+0.1% | Added |
| AMG National Trust Bank | 154,640 | $6.71M | 0.19% | +40.0% | Added |
| Kingsview Wealth Management, LLC | 155,289 | $6.74M | 0.13% | +947+0.6% | Added |
| Zions Bancorporation, N.A. | 156,174 | $6.77M | 0.43% | +14,005+9.9% | Added |
| Atom Investors LP | 157,037 | $6.81M | 0.85% | +70,552+81.6% | Added |
| Avantax Advisory Services, Inc. | 158,410 | $6.87M | 0.04% | +15,842+11.1% | Added |
| Reliant Investment Partners, LLC | 158,599 | $6.88M | 6.10% | +158,599 | New |
| Mutual of America Capital Management LLC | 159,038 | $6.90M | 0.07% | −5,869−3.6% | Reduced |
| Continental Advisors LLC | 159,650 | $6.93M | 5.26% | −19,000−10.6% | Reduced |
| GWM Advisors LLC | 160,088 | $6.94M | 0.04% | +2,443+1.5% | Added |
| Los Angeles Capital Management LLC | 160,647 | $6.97M | 0.03% | −6,872−4.1% | Reduced |
| Nissay Asset Management Corp | 161,096 | $7.04M | 0.04% | +1,379+0.9% | Added |
| Ethic Inc. | 162,603 | $7.05M | 0.14% | −5,607−3.3% | Reduced |
| Capital Fund Management S.A. | 163,963 | $7.11M | 0.07% | +163,963 | New |
| Argent Trust Co | 164,019 | $7.12M | 0.29% | +4,726+3.0% | Added |
| Maltese Capital Management LLC | 165,000 | $7.16M | 1.09% | +43,300+35.6% | Added |
| Trexquant Investment LP | 165,229 | $7.17M | 0.08% | −939−0.6% | Reduced |
| Pathstone Holdings, LLC | 165,836 | $7.19M | 0.03% | −991−0.6% | Reduced |
| Old Point Trust & Financial Services N A | 166,484 | $7.22M | 2.53% | −4,300−2.5% | Reduced |
| La Banque Postale Asset Management SA | 166,951 | $7.24M | 0.10% | +139,162+500.8% | Added |
| Thrivent Financial for Lutherans | 168,585 | $7.33M | 0.01% | +86,330+105.0% | Added |
| Highland Capital Management, LLC | 169,820 | $7.37M | 0.42% | −7,406−4.2% | Reduced |
| QRG Capital Management, Inc. | 170,143 | $7.38M | 0.08% | +2,064+1.2% | Added |
| Alpha Omega Wealth Management LLC | 170,352 | $7.39M | 1.40% | −1,055−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 170,488 | $7.39M | 0.08% | −102,035−37.4% | Reduced |
| Umb Bank N A | 171,272 | $7.43M | 0.12% | +152,160+796.1% | Added |
| Cyndeo Wealth Partners, LLC | 171,595 | $7.44M | 0.50% | +5,682+3.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 172,033 | $7.46M | 0.02% | −21,724−11.2% | Reduced |
| CIBC Private Wealth Group, LLC | 170,711 | $7.50M | 0.01% | +14,340+9.2% | Added |
| Daiwa Securities Group Inc. | 175,396 | $7.61M | 0.03% | +12,023+7.4% | Added |
| Ibex Wealth Advisors | 175,781 | $7.63M | 0.90% | +157,125+842.2% | Added |
| NTV Asset Management LLC | 176,676 | $7.66M | 1.01% | −14,905−7.8% | Reduced |
| Mercer Global Advisors Inc | 176,931 | $7.68M | 0.02% | +11,336+6.8% | Added |
| Schonfeld Strategic Advisors LLC | 177,800 | $7.71M | 0.05% | −41,530−18.9% | Reduced |
| Public Employees Retirement Association of Colorado | 178,926 | $7.76M | 0.03% | −4,233−2.3% | Reduced |
| Diversified Trust Co | 179,136 | $7.77M | 0.19% | −542−0.3% | Reduced |
| Janus Henderson Group PLC | 179,859 | $7.80M | 0.00% | +3,042+1.7% | Added |
| M&T Bank Corp | 181,174 | $7.86M | 0.03% | −3,369−1.8% | Reduced |
| Huber Capital Management LLC | 181,464 | $7.87M | 1.57% | +50,000+38.0% | Added |
| Yousif Capital Management, LLC | 182,446 | $7.91M | 0.09% | −5,990−3.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 182,704 | $7.93M | 0.07% | +14,968+8.9% | Added |
| Wealthfront Advisers LLC | 182,798 | $7.93M | 0.02% | +5,976+3.4% | Added |
| Boston Common Asset Management, LLC | 182,813 | $7.93M | 0.23% | +28,290+18.3% | Added |
| Canada Post Corp Registered Pension Plan | 182,953 | $7.94M | 0.47% | +182,953 | New |
| Socorro Asset Management LP | 186,838 | $8.11M | 3.17% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 187,177 | $8.12M | 0.04% | −10,124−5.1% | Reduced |
| Logan Capital Management Inc | 190,384 | $8.26M | 0.35% | +1,349+0.7% | Added |
| Engineers Gate Manager LP | 193,157 | $8.38M | 0.15% | +12,946+7.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 193,301 | $8.39M | 0.09% | +11,702+6.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 193,949 | $8.41M | 0.08% | +193,949 | New |
| Cardinal Capital Management | 195,344 | $8.47M | 1.33% | +170.0% | Added |
| Northern Oak Wealth Management Inc | 195,897 | $8.50M | 1.08% | −11,801−5.7% | Reduced |
| New York Life Investment Management LLC | 197,281 | $8.56M | 0.08% | −884−0.4% | Reduced |
| Benjamin Edwards Inc | 198,083 | $8.59M | 0.12% | +25,166+14.6% | Added |
| Intact Investment Management Inc. | 198,200 | $8.60M | 0.30% | −6,760−3.3% | Reduced |
| Rowland & Co Investment Counsel | 198,404 | $8.61M | 1.80% | −2,253−1.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 200,195 | $8.68M | 0.76% | −3,042−1.5% | Reduced |
| USS Investment Management Ltd | 200,969 | $8.72M | 0.06% | −258,605−56.3% | Reduced |