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; 1,706 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 | 1,706 | $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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 324 | $14.1K | 0.00% | −736−69.4% | Reduced |
| Valued Wealth Advisors LLC | 340 | $14.8K | 0.01% | −10−2.9% | Reduced |
| Webster Bank, N. A. | 342 | $14.8K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 356 | $15.0K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 352 | $15.3K | 0.00% | +18+5.4% | Added |
| Piscataqua Savings Bank | 360 | $15.6K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $16.1K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 373 | $16.2K | 0.00% | +373 | New |
| Aspect Partners, LLC | 375 | $16.3K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 377 | $16.4K | 0.01% | +347+1,156.7% | Added |
| Richard W. Paul & Associates, LLC | 381 | $16.5K | 0.01% | +1+0.3% | Added |
| Monetary Management Group Inc | 388 | $16.8K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 392 | $17.0K | 0.01% | −12−3.0% | Reduced |
| Fairman Group, LLC | 392 | $17.0K | 0.01% | −19−4.6% | Reduced |
| Meeder Asset Management Inc | 406 | $17.6K | 0.00% | −26−6.0% | Reduced |
| Morton Brown Family Wealth, LLC | 410 | $17.8K | 0.01% | +3+0.7% | Added |
| MPWM Advisory Solutions, LLC | 411 | $17.8K | 0.01% | +411 | New |
| McIlrath & Eck, LLC | 427 | $18.5K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 430 | $18.7K | 0.00% | +336+357.4% | Added |
| Centricity Wealth Management, LLC | 431 | $18.7K | 0.02% | +431 | New |
| Global Financial Private Client, LLC | 435 | $18.9K | 0.01% | +24+5.8% | Added |
| Johnson Financial Group, Inc. | 418 | $19.9K | 0.00% | +106+34.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 498 | $21.6K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $21.7K | 0.00% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 500 | $21.7K | 0.02% | +500 | New |
| AllSquare Wealth Management LLC | 513 | $22.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 538 | $23.3K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 547 | $23.8K | 0.02% | +547 | New |
| Bangor Savings Bank | 566 | $24.6K | 0.00% | +272+92.5% | Added |
| Peoples Financial Services Corp. | 568 | $24.6K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 570 | $24.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 579 | $25.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $26.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 600 | $26.0K | 0.03% | +600 | New |
| Hallmark Capital Management Inc | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 600 | $26.0K | 0.02% | +600 | New |
| Financial Perspectives, Inc | 636 | $27.6K | 0.01% | +131+25.9% | Added |
| Winch Advisory Services, LLC | 680 | $29.5K | 0.01% | −593−46.6% | Reduced |
| Atlantic Private Wealth, LLC | 715 | $31.0K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 741 | $32.1K | 0.04% | +741 | New |
| Fortitude Family Office, LLC | 770 | $33.4K | 0.01% | −88−10.3% | Reduced |
| Elequin Capital LP | 800 | $34.7K | 0.00% | −1,000−55.6% | Reduced |
| Sachetta, LLC | 805 | $34.9K | 0.01% | −15−1.8% | Reduced |
| LMR Partners LLP | 812 | $35.2K | 0.00% | +792+3,960.0% | Added |
| Hemington Wealth Management | 849 | $36.0K | 0.01% | +126+17.4% | Added |
| Edmond de Rothschild Holding S.A. | 837 | $36.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 852 | $37.0K | 0.02% | +9+1.1% | Added |
| Horizons Wealth Management | 853 | $37.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $37.0K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 804 | $37.9K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 1,024 | $39.8K | 0.03% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 914 | $40.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 996 | $43.2K | 0.01% | −148−12.9% | Reduced |
| Curio Wealth, LLC | 1,037 | $45.0K | 0.02% | +1,037 | New |
| Abound Wealth Management | 1,039 | $45.1K | 0.01% | +112+12.1% | Added |
| West Paces Advisors Inc. | 1,059 | $45.9K | 0.01% | −18−1.7% | Reduced |
| Pin Oak Investment Advisors Inc | 1,069 | $46.0K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,077 | $46.7K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,083 | $47.0K | 0.01% | −35,800−97.1% | Reduced |
| Washington Trust Advisors, Inc. | 1,094 | $47.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,121 | $48.6K | 0.01% | +9+0.8% | Added |
| City State Bank | 1,169 | $50.7K | 0.02% | +716+158.1% | Added |
| Ethos Financial Group, LLC | 1,208 | $52.4K | 0.01% | +1,208 | New |
| Burkett Financial Services, LLC | 1,211 | $52.5K | 0.02% | +13+1.1% | Added |
| Private Wealth Management Group, LLC | 1,226 | $53.2K | 0.02% | −6−0.5% | Reduced |
| True Wealth Design, LLC | 1,232 | $53.4K | 0.02% | +32+2.7% | Added |
| Trust Co | 1,233 | $53.5K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,276 | $55.4K | 0.02% | +1,276 | New |
| FNY Investment Advisers, LLC | 1,300 | $56.0K | 0.03% | +500+62.5% | Added |
| TCTC Holdings, LLC | 1,310 | $56.8K | 0.00% | +287+28.1% | Added |
| Pinney & Scofield, Inc. | 1,310 | $56.8K | 0.04% | +1,310 | New |
| Investment Research & Advisory Group, Inc. | 1,311 | $56.9K | 0.02% | +13+1.0% | Added |
| Versant Capital Management, Inc | 1,313 | $57.0K | 0.01% | +472+56.1% | Added |
| UMA Financial Services, Inc. | 1,358 | $58.9K | 0.01% | +1,358 | New |
| GW&K Investment Management, LLC | 1,360 | $59.0K | 0.00% | +12+0.9% | Added |
| Mechanics Financial Corp | 1,375 | $59.6K | 0.03% | −120−8.0% | Reduced |
| Union Savings Bank | 1,429 | $62.0K | 0.03% | +724+102.7% | Added |
| Quest 10 Wealth Builders, Inc. | 1,443 | $62.6K | 0.06% | +1,443 | New |
| Stephens Consulting, LLC | 1,555 | $67.5K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,619 | $70.2K | 0.01% | −1,280−44.2% | Reduced |
| CoreCap Advisors, LLC | 1,656 | $71.8K | 0.00% | +735+79.8% | Added |
| Main Street Group, LTD | 1,659 | $71.9K | 0.03% | +7+0.4% | Added |
| Optimum Investment Advisors | 1,671 | $72.5K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,695 | $73.5K | 0.05% | +1,695 | New |
| Bare Financial Services, Inc | 1,813 | $78.6K | 0.03% | −590−24.6% | Reduced |
| Larson Financial Group LLC | 1,841 | $79.9K | 0.00% | +358+24.1% | Added |
| Atlantic Trust, LLC | 1,846 | $80.1K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,959 | $85.0K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 1,975 | $85.7K | 0.07% | +1,975 | New |
| Smithfield Trust Co | 1,970 | $86.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2,029 | $88.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,059 | $89.3K | 0.03% | −65−3.1% | Reduced |
| Ameriflex Group, Inc. | 1,905 | $90.7K | 0.04% | +1,905 | New |
| Covestor Ltd | 2,166 | $94.0K | 0.06% | +24+1.1% | Added |
| Golden State Wealth Management, LLC | 2,167 | $94.0K | 0.01% | +2,167 | New |
| Gables Capital Management Inc. | 2,171 | $94.2K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,175 | $94.4K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,177 | $94.4K | 0.00% | −1,684−43.6% | Reduced |
| Sunbelt Securities, Inc. | 2,208 | $95.7K | 0.01% | −674−23.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,250 | $97.6K | 0.10% | +2,250 | New |