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 |
|---|---|---|---|---|---|
| Aventura Private Wealth, LLC | 2,253 | $97.7K | 0.05% | +2,253 | New |
| Clear Investment Research, LLC | 2,360 | $102.4K | 0.14% | −121−4.9% | Reduced |
| Exchange Traded Concepts, LLC | 2,371 | $102.9K | 0.00% | +364+18.1% | Added |
| POM Investment Strategies, LLC | 2,394 | $103.9K | 0.08% | +1,301+119.0% | Added |
| SBI Securities Co., Ltd. | 2,403 | $104.2K | 0.00% | +2,403 | New |
| Proffitt & Goodson Inc | 2,416 | $104.8K | 0.02% | −171−6.6% | Reduced |
| Cranbrook Wealth Management, LLC | 2,430 | $105.4K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,450 | $106.3K | 0.00% | −81−3.2% | Reduced |
| Millstone Evans Group, LLC | 2,483 | $107.7K | 0.07% | +2,483 | New |
| Natixis | 2,509 | $108.8K | 0.00% | −275,813−99.1% | Reduced |
| Skopos Labs, Inc. | 2,565 | $111.2K | 0.03% | +132+5.4% | Added |
| Silvant Capital Management LLC | 2,587 | $112.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,626 | $113.9K | 0.01% | +350+15.4% | Added |
| Evolution Advisers, Inc. | 74,786 | $114.0K | 0.06% | −79−0.1% | Reduced |
| Riverview Trust Co | 2,712 | $117.6K | 0.11% | −603−18.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,746 | $119.1K | 0.04% | −125−4.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,767 | $120.0K | 0.08% | −69,645−96.2% | Reduced |
| Investment Management Corp | 2,803 | $121.6K | 0.11% | +2,803 | New |
| First United Bank Trust | 2,838 | $123.1K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,858 | $124.0K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,858 | $124.0K | 0.03% | −29−1.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,895 | $125.6K | 0.05% | −727−20.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,963 | $128.6K | 0.03% | +971+48.7% | Added |
| First PREMIER Bank | 3,000 | $130.0K | 0.03% | 00.0% | Unchanged |
| WFA Asset Management Corp | 3,075 | $133.4K | 0.07% | +3,075 | New |
| Kestra Investment Management, LLC | 3,076 | $133.5K | 0.01% | +3,076 | New |
| AdvisorNet Financial, Inc | 3,112 | $135.0K | 0.01% | −555−15.1% | Reduced |
| TD Waterhouse Canada Inc. | 3,183 | $138.1K | 0.00% | +994+45.4% | Added |
| Deseret Mutual Benefit Administrators | 3,234 | $140.3K | 0.07% | −265−7.6% | Reduced |
| MV Capital Management, Inc. | 3,279 | $142.2K | 0.02% | −10.0% | Reduced |
| Asset Dedication, LLC | 3,294 | $142.9K | 0.01% | −569−14.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,314 | $143.8K | 0.07% | −31−0.9% | Reduced |
| Hartford Financial Management Inc. | 3,449 | $149.6K | 0.03% | −950−21.6% | Reduced |
| Oarsman Capital, Inc. | 3,473 | $150.7K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,477 | $150.8K | 0.01% | +208+6.4% | Added |
| Fairscale Capital, LLC | 3,503 | $152.0K | 0.13% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,610 | $156.6K | 0.02% | +5+0.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,637 | $157.8K | 0.09% | −457−11.2% | Reduced |
| Global Trust Asset Management, LLC | 3,651 | $158.4K | 0.06% | +3,401+1,360.4% | Added |
| Dakota Community Bank & Trust NA | 3,658 | $158.7K | 0.75% | −220−5.7% | Reduced |
| Washington Trust Co | 3,673 | $159.3K | 0.01% | −9−0.2% | Reduced |
| Nemes Rush Group LLC | 3,797 | $164.7K | 0.02% | −1,436−27.4% | Reduced |
| Harbour Investments, Inc. | 3,960 | $171.8K | 0.00% | −353−8.2% | Reduced |
| Bruce G. Allen Investments, LLC | 3,997 | $173.4K | 0.14% | −75−1.8% | Reduced |
| Wellington Shields & Co., LLC | 4,000 | $173.5K | 0.05% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,048 | $175.6K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,108 | $178.2K | 0.10% | 00.0% | Unchanged |
| LRI Investments, LLC | 4,179 | $181.3K | 0.02% | −827−16.5% | Reduced |
| Accordant Advisory Group Inc | 4,299 | $186.5K | 0.18% | −225−5.0% | Reduced |
| J.Safra Asset Management Corp | 4,367 | $189.4K | 0.02% | +4,367 | New |
| Bollard Group LLC | 4,373 | $190.0K | 0.01% | +47+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 4,452 | $193.1K | 0.05% | +3,949+785.1% | Added |
| Horizon Bancorp Inc | 4,481 | $194.0K | 0.09% | −38−0.8% | Reduced |
| HTLF Bank | 4,615 | $200.2K | 0.02% | +4,615 | New |
| Arbor Investment Advisors, LLC | 4,622 | $200.5K | 0.03% | −79,069−94.5% | Reduced |
| PDS Planning, Inc | 4,627 | $200.7K | 0.02% | −945−17.0% | Reduced |
| ASB Consultores, LLC | 4,631 | $200.9K | 0.08% | −610−11.6% | Reduced |
| Delta Financial Group, Inc. | 4,646 | $202.0K | 0.05% | −320−6.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4,645 | $202.0K | 0.00% | +3,435+283.9% | Added |
| GWN Securities Inc. | 4,314 | $202.1K | 0.05% | +4,314 | New |
| Ambassador Advisors, LLC | 4,665 | $202.4K | 0.03% | +4,665 | New |
| ProVise Management Group, LLC | 4,683 | $203.1K | 0.02% | −58−1.2% | Reduced |
| Cascades Capital Asset Management, LLC | 4,684 | $203.2K | 0.11% | +4,684 | New |
| Alaethes Wealth LLC | 4,694 | $203.6K | 0.07% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,705 | $204.0K | 0.01% | −296−5.9% | Reduced |
| Sound Income Strategies, LLC | 4,710 | $204.3K | 0.01% | −66−1.4% | Reduced |
| Lafayette Investments, Inc. | 4,727 | $205.1K | 0.04% | −3,118−39.7% | Reduced |
| Family Firm, Inc. | 4,758 | $206.4K | 0.05% | +17+0.4% | Added |
| AlphaMark Advisors, LLC | 4,818 | $209.0K | 0.09% | +24+0.5% | Added |
| Allegiance Financial Group Advisory Services LLC | 4,825 | $209.3K | 0.07% | +83+1.8% | Added |
| First American Trust, FSB | 4,833 | $209.7K | 0.02% | −592−10.9% | Reduced |
| Fidelis Capital Partners, LLC | 4,479 | $210.0K | 0.02% | +4,479 | New |
| Eastern Bank | 4,859 | $210.8K | 0.00% | +381+8.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $211.0K | 0.09% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4,876 | $211.5K | 0.12% | 00.0% | Unchanged |
| Norden Group LLC | 4,876 | $211.5K | 0.02% | +4,876 | New |
| Ausdal Financial Partners, Inc. | 4,888 | $212.0K | 0.02% | +4,888 | New |
| Harbour Trust & Investment Management Co | 4,906 | $212.8K | 0.02% | −298−5.7% | Reduced |
| LexAurum Advisors, LLC | 4,909 | $213.0K | 0.04% | −2,192−30.9% | Reduced |
| Western Wealth Management, LLC | 4,910 | $213.0K | 0.01% | −188−3.7% | Reduced |
| TrueWealth Advisors, LLC | 4,913 | $213.1K | 0.07% | +53+1.1% | Added |
| VSM Wealth Advisory, LLC | 4,930 | $213.9K | 0.08% | +4,930 | New |
| Invesco, LLC | 4,936 | $214.1K | 0.09% | −649−11.6% | Reduced |
| Anchor Pointe Wealth Management, LLC | 4,960 | $215.1K | 0.28% | +4,960 | New |
| Total Clarity Wealth Management, Inc. | 4,967 | $215.5K | 0.07% | −616−11.0% | Reduced |
| SevenBridge Financial Group, LLC | 4,553 | $215.5K | 0.04% | 00.0% | Unchanged |
| LongView Wealth Management | 4,975 | $215.8K | 0.07% | 00.0% | Unchanged |
| World Equity Group, Inc. | 5,050 | $219.1K | 0.05% | +5,050 | New |
| Yeomans Consulting Group, Inc. | 5,062 | $219.6K | 0.08% | −24−0.5% | Reduced |
| Chicago Capital, LLC | 5,068 | $219.9K | 0.01% | +5,068 | New |
| Romano Brothers and Company | 5,075 | $220.2K | 0.03% | −850−14.3% | Reduced |
| Spirepoint Private Client, LLC | 5,076 | $220.2K | 0.03% | 00.0% | Unchanged |
| Shayne & Co., LLC | 5,086 | $220.6K | 0.06% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 5,105 | $221.5K | 0.01% | +5,105 | New |
| Atlantic Family Wealth, LLC | 5,108 | $221.6K | 0.26% | +5,108 | New |
| Nixon Peabody Trust Co | 5,137 | $222.8K | 0.02% | +5,137 | New |
| L2 Asset Management, LLC | 5,140 | $223.0K | 0.05% | −142−2.7% | Reduced |
| Cassia Capital Partners, LLC | 5,149 | $223.4K | 0.14% | −2,162−29.6% | Reduced |
| Montchanin Asset Management, LLC | 5,190 | $225.0K | 0.22% | −6,500−55.6% | Reduced |
| Clear Street Markets LLC | 5,200 | $225.6K | 0.08% | −1,200−18.8% | Reduced |