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 |
|---|---|---|---|---|---|
| Keynote Financial Services LLC | 5,203 | $225.7K | 0.17% | 00.0% | Unchanged |
| Philadelphia Trust Co | 5,207 | $226.0K | 0.02% | −1,045−16.7% | Reduced |
| First Dallas Securities Inc. | 5,200 | $226.0K | 0.09% | +5,200 | New |
| M. Kulyk & Associates, LLC | 5,210 | $226.0K | 0.05% | −16−0.3% | Reduced |
| PFW Advisors LLC | 5,221 | $226.5K | 0.07% | +5,221 | New |
| Mendel Money Management | 5,224 | $226.6K | 0.10% | −600−10.3% | Reduced |
| West Family Investments, Inc. | 5,256 | $228.0K | 0.08% | −46−0.9% | Reduced |
| Element Wealth, LLC | 5,259 | $228.1K | 0.12% | +9+0.2% | Added |
| Genesis Private Wealth, LLC | 5,266 | $228.4K | 0.13% | +5,266 | New |
| Future Financial Wealth Managment LLC | 5,300 | $229.9K | 0.17% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,310 | $230.3K | 0.02% | −1,578−22.9% | Reduced |
| TradeWell Securities, LLC. | 5,311 | $230.4K | 0.12% | +5,311 | New |
| Augustine Asset Management Inc | 5,318 | $230.7K | 0.06% | −244−4.4% | Reduced |
| Balboa Wealth Partners | 5,324 | $231.0K | 0.05% | +5,324 | New |
| SC&H Financial Advisors, Inc. | 5,333 | $231.3K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,270 | $231.6K | 0.01% | +122+2.4% | Added |
| Cape Investment Advisory, Inc. | 5,344 | $231.8K | 0.09% | +36+0.7% | Added |
| CFO4Life Group, LLC | 5,360 | $232.5K | 0.04% | −48−0.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 5,366 | $232.8K | 0.02% | 00.0% | Unchanged |
| Next Level Private LLC | 5,385 | $233.6K | 0.09% | +57+1.1% | Added |
| Apexium Financial, LP | 5,402 | $234.3K | 0.01% | +460+9.3% | Added |
| Tompkins Financial Corp | 5,412 | $234.8K | 0.02% | +2,241+70.7% | Added |
| Cannon Wealth Management Services, LLC | 5,014 | $235.1K | 0.20% | −610−10.8% | Reduced |
| Cable Hill Partners, LLC | 5,431 | $235.6K | 0.02% | −829−13.2% | Reduced |
| Tritonpoint Wealth, LLC | 5,433 | $235.7K | 0.02% | −2,171−28.6% | Reduced |
| USA Financial Portformulas Corp | 5,442 | $236.1K | 0.04% | −90−1.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,452 | $236.5K | 0.00% | +294+5.7% | Added |
| Advisory Alpha, LLC | 5,464 | $237.1K | 0.01% | −115−2.1% | Reduced |
| Simon Quick Advisors, LLC | 5,466 | $237.1K | 0.01% | +697+14.6% | Added |
| Muirfield Wealth Advisors LLC | 5,468 | $237.2K | 0.20% | +59+1.1% | Added |
| Mather Group, LLC. | 5,471 | $237.4K | 0.00% | +46+0.8% | Added |
| Lantern Wealth Advisors, LLC | 5,473 | $237.4K | 0.15% | +412+8.1% | Added |
| Central Trust Co | 5,475 | $237.5K | 0.01% | −186−3.3% | Reduced |
| High Net Worth Advisory Group LLC | 5,477 | $237.6K | 0.07% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 5,507 | $238.9K | 0.03% | +5,507 | New |
| Fortis Capital Advisors, LLC | 5,382 | $239.3K | 0.08% | −9,935−64.9% | Reduced |
| SageView Advisory Group, LLC | 5,528 | $239.8K | 0.01% | +5,528 | New |
| Smith & Howard Wealth Management, LLC | 5,575 | $241.8K | 0.07% | −8,911−61.5% | Reduced |
| Smith Thornton Advisors LLC | 5,602 | $243.0K | 0.15% | −173−3.0% | Reduced |
| Trust Point Inc. | 5,627 | $244.1K | 0.02% | +47+0.8% | Added |
| Ritholtz Wealth Management | 5,628 | $244.1K | 0.01% | +5,628 | New |
| Castleview Partners, LLC | 5,659 | $245.2K | 0.13% | +531+10.4% | Added |
| Ashton Thomas Private Wealth, LLC | 5,697 | $247.1K | 0.01% | +5,697 | New |
| Traveka Wealth, LLC | 5,699 | $247.2K | 0.14% | −12−0.2% | Reduced |
| TAGStone Capital, Inc. | 5,725 | $248.0K | 0.12% | +5,725 | New |
| Great Valley Advisor Group, Inc. | 5,709 | $248.1K | 0.01% | −520−8.3% | Reduced |
| Baron Wealth Management LLC | 5,727 | $248.4K | 0.12% | −6−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 5,762 | $250.0K | 0.00% | +149+2.7% | Added |
| Calton & Associates, Inc. | 5,771 | $250.3K | 0.11% | −4−0.1% | Reduced |
| Waddell & Associates, LLC | 5,775 | $250.5K | 0.03% | +24+0.4% | Added |
| Lindbrook Capital, LLC | 5,780 | $250.7K | 0.02% | +68+1.2% | Added |
| Ameritas Advisory Services, LLC | 5,795 | $251.4K | 0.01% | +5,795 | New |
| Capital Analysts, LLC | 5,814 | $252.0K | 0.01% | +1,216+26.4% | Added |
| D'Orazio & Associates, Inc. | 5,816 | $252.3K | 0.04% | +36+0.6% | Added |
| Farmers Trust Co | 5,834 | $253.1K | 0.05% | −550−8.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,836 | $254.0K | 0.03% | −80−1.4% | Reduced |
| Rock Point Advisors, LLC | 5,875 | $254.9K | 0.07% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 5,895 | $255.7K | 0.01% | +5,895 | New |
| Klingenstein Fields & Co LP | 5,912 | $256.5K | 0.01% | 00.0% | Unchanged |
| Lantz Financial LLC | 5,916 | $256.6K | 0.07% | +184+3.2% | Added |
| Everstar Asset Management, LLC | 5,920 | $256.8K | 0.18% | +5,920 | New |
| Strategic Wealth Designers | 5,941 | $257.7K | 0.02% | −63−1.0% | Reduced |
| RMB Capital Management, LLC | 5,947 | $258.0K | 0.01% | +20.0% | Added |
| Frederick Financial Consultants, LLC | 5,951 | $258.1K | 0.21% | +5,951 | New |
| Evermay Wealth Management LLC | 5,955 | $258.3K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,964 | $258.7K | 0.04% | +348+6.2% | Added |
| Main Street Financial Solutions, LLC | 5,996 | $260.1K | 0.03% | −156−2.5% | Reduced |
| Avantra Family Wealth, Inc. | 6,035 | $261.8K | 0.24% | +6,035 | New |
| Davis R M Inc | 6,036 | $261.8K | 0.01% | +1,038+20.8% | Added |
| FDx Advisors, Inc. | 6,065 | $263.0K | 0.08% | −361−5.6% | Reduced |
| GeoWealth Management, LLC | 6,079 | $263.7K | 0.01% | −288−4.5% | Reduced |
| Avaii Wealth Management, LLC | 6,102 | $264.7K | 0.13% | −130−2.1% | Reduced |
| United Community Bank | 6,103 | $264.7K | 0.10% | −225−3.6% | Reduced |
| Golden State Equity Partners | 6,124 | $265.7K | 0.05% | −2,715−30.7% | Reduced |
| Altrius Capital Management Inc | 6,127 | $265.8K | 0.07% | +10.0% | Added |
| Capital Square, LLC | 5,663 | $266.2K | 0.15% | +53+0.9% | Added |
| Fortress Wealth Group, LLC | 5,694 | $267.0K | 0.13% | +234+4.3% | Added |
| Sunpointe, LLC | 6,162 | $267.3K | 0.13% | +49+0.8% | Added |
| 1620 Investment Advisors, Inc. | 6,163 | $267.3K | 0.20% | −124−2.0% | Reduced |
| New Wave Wealth Advisors LLC | 6,180 | $268.1K | 0.11% | −372−5.7% | Reduced |
| Rakuten Securities, Inc. | 6,185 | $268.3K | 0.11% | −336−5.2% | Reduced |
| LifePlan Financial, LLC | 6,200 | $269.0K | 0.24% | −277−4.3% | Reduced |
| Phillips Wealth Planners LLC | 6,305 | $269.7K | 0.27% | −38−0.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,222 | $269.9K | 0.10% | +50+0.8% | Added |
| RiverFront Investment Group, LLC | 6,223 | $270.0K | 0.01% | +110+1.8% | Added |
| Patrick M Sweeney & Associates, Inc | 6,246 | $271.0K | 0.20% | +10.0% | Added |
| Stonegate Investment Group, LLC | 6,277 | $272.3K | 0.01% | +1,473+30.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,289 | $272.8K | 0.01% | +1,855+41.8% | Added |
| Avestar Capital, LLC | 6,299 | $273.3K | 0.02% | +250+4.1% | Added |
| Transcend Wealth Collective, LLC | 6,301 | $273.3K | 0.02% | −61−1.0% | Reduced |
| Grove Bank & Trust | 6,311 | $273.8K | 0.04% | +868+15.9% | Added |
| Integrated Advisors Network LLC | 6,316 | $274.0K | 0.01% | +291+4.8% | Added |
| Bristlecone Advisors, LLC | 6,338 | $274.9K | 0.02% | −2,101−24.9% | Reduced |
| Conning Inc. | 6,362 | $276.0K | 0.01% | −1,310−17.1% | Reduced |
| WBH Advisory Inc | 6,395 | $277.4K | 0.03% | −729−10.2% | Reduced |
| Kovack Advisors, Inc. | 6,468 | $280.6K | 0.03% | −327−4.8% | Reduced |
| Timonier Family Office, LTD. | 6,492 | $281.6K | 0.14% | +6,492 | New |
| Family Legacy, Inc. | 6,433 | $282.7K | 0.10% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,516 | $283.0K | 0.07% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 6,528 | $283.2K | 0.01% | −223−3.3% | Reduced |