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 |
|---|---|---|---|---|---|
| Crestline Management, LP | 203,309 | $8.82M | 0.31% | +203,309 | New |
| Cresset Asset Management, LLC | 211,538 | $9.13M | 0.04% | −55,944−20.9% | Reduced |
| First National Trust Co | 212,428 | $9.22M | 0.35% | +7,069+3.4% | Added |
| Regions Financial Corp | 217,513 | $9.44M | 0.07% | −4,437−2.0% | Reduced |
| Utah Retirement Systems | 221,025 | $9.59M | 0.11% | +300+0.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 226,798 | $9.84M | 0.10% | −55,756−19.7% | Reduced |
| F/M Investments LLC | 229,086 | $9.94M | 0.37% | +14,116+6.6% | Added |
| WSFS Capital Management, LLC | 229,445 | $9.95M | 0.54% | −857−0.4% | Reduced |
| Nearwater Capital Markets, Ltd | 230,044 | $9.98M | 0.28% | +230,044 | New |
| Triglav Skladi, D.O.O. | 230,754 | $10.0M | 0.79% | +230,754 | New |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 233,500 | $10.1M | 0.28% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 233,937 | $10.1M | 0.37% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 235,910 | $10.2M | 0.14% | +16,452+7.5% | Added |
| Modera Wealth Management, LLC | 238,938 | $10.4M | 0.13% | −48,292−16.8% | Reduced |
| CIBC World Markets Corp | 240,852 | $10.4M | 0.06% | −18,508−7.1% | Reduced |
| DnB Asset Management AS | 241,583 | $10.5M | 0.05% | −66,093−21.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 242,209 | $10.5M | 0.01% | +5,737+2.4% | Added |
| Hunter Perkins Capital Management, LLC | 247,136 | $10.7M | 2.25% | +18,515+8.1% | Added |
| Capital Investment Advisory Services, LLC | 250,434 | $10.9M | 1.05% | +1,832+0.7% | Added |
| Rothschild Investment LLC | 250,565 | $10.9M | 0.71% | −1,233−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 253,390 | $11.0M | 0.31% | +535+0.2% | Added |
| IFM Investors Pty Ltd | 254,008 | $11.0M | 0.11% | −25,405−9.1% | Reduced |
| Amalgamated Bank | 254,805 | $11.1M | 0.09% | −8,113−3.1% | Reduced |
| Old National Bancorp | 255,447 | $11.1M | 0.26% | −1,589−0.6% | Reduced |
| British Columbia Investment Management Corp | 256,430 | $11.1M | 0.07% | +33,164+14.9% | Added |
| BancorpSouth Bank | 258,331 | $11.2M | 0.76% | +73,147+39.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 259,016 | $11.2M | 0.03% | −97,221−27.3% | Reduced |
| Kanawha Capital Management LLC | 260,398 | $11.3M | 0.89% | −693−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 260,612 | $11.3M | 0.10% | +207,993+395.3% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 261,362 | $11.3M | 0.21% | −105,383−28.7% | Reduced |
| Financial Counselors Inc | 261,857 | $11.4M | 0.17% | −11,622−4.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 262,723 | $11.4M | 0.91% | −628−0.2% | Reduced |
| Renaissance Technologies LLC | 263,017 | $11.4M | 0.02% | +163,300+163.8% | Added |
| Varma Mutual Pension Insurance Co | 263,880 | $11.4M | 0.09% | −106,400−28.7% | Reduced |
| Skba Capital Management LLC | 265,400 | $11.5M | 1.82% | +127,500+92.5% | Added |
| Bokf, NA | 270,531 | $11.6M | 0.20% | +26,273+10.8% | Added |
| M&G Plc | 269,404 | $11.6M | 0.07% | +202,831+304.7% | Added |
| CIBC Asset Management Inc | 267,489 | $11.6M | 0.04% | −26,949−9.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 267,617 | $11.6M | 0.05% | +4,923+1.9% | Added |
| Kovitz Investment Group Partners, LLC | 269,459 | $11.7M | 0.06% | +98,904+58.0% | Added |
| Canada Pension Plan Investment Board | 273,384 | $11.9M | 0.01% | −47,447−14.8% | Reduced |
| Brookstone Capital Management | 275,849 | $12.0M | 0.17% | +5,765+2.1% | Added |
| Brown Advisory Inc | 275,869 | $12.0M | 0.02% | +2,017+0.7% | Added |
| Parallax Volatility Advisers, L.P. | 276,919 | $12.0M | 0.26% | +100,948+57.4% | Added |
| Gillespie Robinson & Grimm Inc | 280,643 | $12.2M | 0.95% | +37,808+15.6% | Added |
| McRae Capital Management Inc | 280,894 | $12.2M | 2.39% | −1,285−0.5% | Reduced |
| MML Investors Services, LLC | 281,501 | $12.2M | 0.04% | +2,910+1.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 282,271 | $12.2M | 0.08% | −9,248−3.2% | Reduced |
| Credit Agricole S A | 283,712 | $12.3M | 0.04% | +26,552+10.3% | Added |
| ProShare Advisors LLC | 284,529 | $12.3M | 0.03% | +27,143+10.5% | Added |
| Czech National Bank | 287,833 | $12.5M | 0.12% | +15,036+5.5% | Added |
| Auto-Owners Insurance Co | 288,000 | $12.5M | 0.28% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 288,400 | $12.5M | 0.09% | −1,000−0.3% | Reduced |
| Sanctuary Advisors, LLC | 262,609 | $12.6M | 0.08% | +5,638+2.2% | Added |
| Salem Investment Counselors Inc | 292,822 | $12.7M | 0.42% | +1,581+0.5% | Added |
| Advisor Group Holdings, Inc. | 307,749 | $12.8M | 0.03% | +34,825+12.8% | Added |
| South Dakota Investment Council | 296,985 | $12.9M | 0.26% | −3,700−1.2% | Reduced |
| Coerente Capital Management | 300,669 | $13.0M | 2.43% | +930+0.3% | Added |
| Moore Capital Management, LP | 302,576 | $13.1M | 0.25% | −121,031−28.6% | Reduced |
| Independent Advisor Alliance | 304,742 | $13.2M | 0.18% | +22,135+7.8% | Added |
| Algebris (UK) Ltd | 319,581 | $13.4M | 3.38% | +319,581 | New |
| Creative Planning | 312,737 | $13.6M | 0.01% | −46,761−13.0% | Reduced |
| Delta Asset Management LLC | 317,411 | $13.8M | 1.23% | −3,025−0.9% | Reduced |
| Bryn Mawr Trust Co | 317,810 | $13.8M | 0.25% | −6,039−1.9% | Reduced |
| Baird Financial Group, Inc. | 319,896 | $13.9M | 0.03% | −2,324−0.7% | Reduced |
| Handelsbanken Fonder AB | 326,384 | $14.2M | 0.05% | +47,245+16.9% | Added |
| Ategra Capital Management, LLC | 326,620 | $14.2M | 9.55% | −339−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 329,770 | $14.3M | 0.21% | +17,968+5.8% | Added |
| Bogart Wealth, LLC | 331,725 | $14.4M | 0.68% | +164,112+97.9% | Added |
| Montgomery Investment Management Inc | 332,099 | $14.4M | 5.67% | −1,450−0.4% | Reduced |
| Great Lakes Advisors, LLC | 334,813 | $14.5M | 0.12% | −2,681−0.8% | Reduced |
| Sonora Investment Management Group, LLC | 335,203 | $14.5M | 1.11% | +4,965+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 339,804 | $14.7M | 0.05% | +16,494+5.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 340,000 | $14.7M | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 342,146 | $14.8M | 0.08% | −34,734−9.2% | Reduced |
| Public Sector Pension Investment Board | 344,477 | $14.9M | 0.06% | +110,726+47.4% | Added |
| KLCM Advisors, Inc. | 348,468 | $15.1M | 1.75% | −5,108−1.4% | Reduced |
| MetLife Investment Management | 351,497 | $15.2M | 0.08% | +3,362+1.0% | Added |
| Rockefeller Capital Management L.P. | 352,938 | $15.3M | 0.04% | −19,203−5.2% | Reduced |
| Xponance, Inc. | 357,578 | $15.5M | 0.14% | +22,136+6.6% | Added |
| Guggenheim Capital LLC | 359,510 | $15.6M | 0.13% | +24,548+7.3% | Added |
| Voya Investment Management LLC | 370,697 | $16.1M | 0.02% | +5,895+1.6% | Added |
| Assenagon Asset Management S.A. | 374,485 | $16.2M | 0.03% | −1,743,465−82.3% | Reduced |
| Payden & Rygel | 381,700 | $16.6M | 1.43% | +381,700 | New |
| American Assets Investment Management, LLC | 384,000 | $16.7M | 1.36% | 00.0% | Unchanged |
| Arizona State Retirement System | 384,460 | $16.7M | 0.10% | +884+0.2% | Added |
| State of Michigan Retirement System | 387,043 | $16.8M | 0.09% | −3,800−1.0% | Reduced |
| Silvercrest Asset Management Group LLC | 388,444 | $16.9M | 0.11% | +354,109+1,031.3% | Added |
| Manning & Napier Advisors LLC | 390,972 | $17.0M | 0.19% | −28,695−6.8% | Reduced |
| Edge Capital Group, LLC | 100 | $17.2M | 0.77% | −400,235−100.0% | Reduced |
| Oppenheimer Asset Management Inc. | 403,726 | $17.5M | 0.21% | −1,035−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 405,809 | $17.6M | 0.03% | −27,878−6.4% | Reduced |
| US Bancorp | 406,252 | $17.6M | 0.02% | −22,128−5.2% | Reduced |
| Squarepoint Ops LLC | 406,708 | $17.6M | 0.05% | −1,272,868−75.8% | Reduced |
| Russell Investments Group, Ltd. | 412,136 | $17.9M | 0.02% | +50,347+13.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 415,119 | $18.0M | 0.02% | −5,043,851−92.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 416,364 | $18.1M | 1.25% | +3,735+0.9% | Added |
| Verity & Verity, LLC | 425,535 | $18.5M | 1.68% | +37,396+9.6% | Added |
| Professional Advisory Services Inc | 427,924 | $18.6M | 2.56% | −29,532−6.5% | Reduced |
| AE Wealth Management LLC | 429,381 | $18.6M | 0.16% | +19,040+4.6% | Added |