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 |
|---|---|---|---|---|---|
| Geller Advisors LLC | 6,553 | $284.3K | 0.02% | +156+2.4% | Added |
| Peachtree Investment Partners, LLC | 6,554 | $284.3K | 0.11% | −175−2.6% | Reduced |
| Secure Asset Management, LLC | 6,572 | $285.1K | 0.04% | −173−2.6% | Reduced |
| 1776 Wealth LLC | 6,600 | $286.3K | 0.13% | −3,900−37.1% | Reduced |
| Headinvest, LLC | 6,631 | $287.7K | 0.05% | −2,622−28.3% | Reduced |
| Councilmark Asset Management, LLC | 6,650 | $288.5K | 0.19% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 6,650 | $288.5K | 0.04% | +322+5.1% | Added |
| Wagner Wealth Management, LLC | 6,658 | $288.8K | 0.07% | −45−0.7% | Reduced |
| Eisler Capital Management Ltd. | 6,671 | $289.1K | 0.01% | +6,671 | New |
| Cornerstone Management, Inc. | 6,678 | $289.7K | 0.06% | +740+12.5% | Added |
| Cambria Investment Management, L.P. | 6,678 | $289.7K | 0.02% | +6,678 | New |
| Heartwood Wealth Advisors LLC | 6,698 | $290.6K | 0.03% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,701 | $290.7K | 0.03% | +1,325+24.6% | Added |
| Meridian Financial Partners LLC | 6,721 | $292.0K | 0.15% | +189+2.9% | Added |
| Graypoint LLC | 6,745 | $292.6K | 0.02% | +550+8.9% | Added |
| Sapient Capital LLC | 6,768 | $293.6K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 6,798 | $295.7K | 0.03% | +22+0.3% | Added |
| Fonville Wealth Management LLC | 6,841 | $296.8K | 0.10% | −873−11.3% | Reduced |
| Catalyst Financial Partners LLC | 6,846 | $297.0K | 0.06% | +29+0.4% | Added |
| Sugarloaf Wealth Management, LLC | 6,848 | $297.1K | 0.06% | +1,298+23.4% | Added |
| Capital City Trust Co | 6,857 | $297.5K | 0.07% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 6,994 | $299.3K | 0.06% | −1,171−14.3% | Reduced |
| Empower Advisory Group, LLC | 6,942 | $301.1K | 0.00% | +1,093+18.7% | Added |
| Biltmore Family Office, LLC | 6,950 | $301.5K | 0.05% | 00.0% | Unchanged |
| Convergence Financial, LLC | 6,962 | $302.0K | 0.06% | −321−4.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 6,998 | $303.6K | 0.09% | +6,998 | New |
| Itau Unibanco Holding S.A. | 7,000 | $303.6K | 0.01% | +7,000 | New |
| Greatmark Investment Partners, Inc. | 7,002 | $303.8K | 0.04% | +1,324+23.3% | Added |
| Harvest Fund Management Co., Ltd | 7,015 | $304.0K | 0.01% | +7,015 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 7,042 | $305.5K | 0.32% | +25+0.4% | Added |
| Aprio Wealth Management, LLC | 7,086 | $307.4K | 0.04% | +300+4.4% | Added |
| Select Asset Management & Trust | 7,097 | $308.0K | 0.12% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 7,111 | $308.5K | 0.06% | −88−1.2% | Reduced |
| Ascent Wealth Partners, LLC | 7,119 | $308.8K | 0.04% | −319−4.3% | Reduced |
| Northstar Asset Management LLC | 7,193 | $312.0K | 0.07% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 7,231 | $313.7K | 0.01% | +305+4.4% | Added |
| Bingham Private Wealth, LLC | 7,267 | $315.2K | 0.34% | +7,267 | New |
| Aegis Wealth Management LLC | 7,277 | $315.7K | 0.21% | +7,277 | New |
| tru Independence LLC | 7,309 | $317.1K | 0.10% | +46+0.6% | Added |
| Hexagon Capital Partners LLC | 7,309 | $317.1K | 0.06% | −10−0.1% | Reduced |
| LifeWealth Investments, LLC | 7,323 | $317.7K | 0.21% | +7,323 | New |
| Beverly Hills Private Wealth, LLC | 7,328 | $317.9K | 0.06% | −229−3.0% | Reduced |
| Ci Investments Inc. | 7,361 | $319.0K | 0.00% | +1,822+32.9% | Added |
| SRS Capital Advisors, Inc. | 7,363 | $319.4K | 0.02% | +3,801+106.7% | Added |
| Flow Traders U.S. LLC | 7,370 | $320.0K | 0.01% | +7,370 | New |
| BankPlus Wealth Management LLC | 7,378 | $320.0K | 0.24% | +7,378 | New |
| TCG Advisory Services, LLC | 7,391 | $320.6K | 0.01% | +7,391 | New |
| Stone Point Wealth LLC | 7,400 | $321.0K | 0.11% | 00.0% | Unchanged |
| Change Path, LLC | 7,428 | $322.2K | 0.01% | −6,404−46.3% | Reduced |
| Whipplewood Advisors, LLC | 7,451 | $323.2K | 0.18% | +7,451 | New |
| Park Place Capital Corp | 7,477 | $324.4K | 0.09% | −3,003−28.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,489 | $324.9K | 0.03% | −4,469−37.4% | Reduced |
| Haverford Trust Co | 7,489 | $324.9K | 0.00% | −5,140−40.7% | Reduced |
| Personal Cfo Solutions, LLC | 7,508 | $325.7K | 0.06% | +94+1.3% | Added |
| Chancellor Financial Group WB LP | 7,577 | $328.7K | 0.26% | +7,577 | New |
| Morris Financial Concepts, Inc. | 7,688 | $333.5K | 0.14% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 7,711 | $334.4K | 0.39% | +623+8.8% | Added |
| Aaron Wealth Advisors | 7,712 | $334.5K | 0.04% | +227+3.0% | Added |
| Hill Investment Group Partners, LLC | 7,734 | $335.5K | 0.04% | +139+1.8% | Added |
| 1st Source Bank | 7,735 | $335.5K | 0.02% | +1,272+19.7% | Added |
| MBL Wealth, LLC | 7,740 | $335.8K | 0.03% | +483+6.7% | Added |
| ForthRight Wealth Management, LLC | 7,802 | $338.5K | 0.11% | −1,658−17.5% | Reduced |
| Birmingham Capital Management Co Inc | 7,856 | $340.8K | 0.13% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 7,871 | $341.5K | 0.04% | +1,213+18.2% | Added |
| Scotia Capital Inc. | 7,953 | $345.0K | 0.00% | +19+0.2% | Added |
| Alpha Wealth Funds, LLC | 8,000 | $347.0K | 0.36% | +8,000 | New |
| Compagnie Lombard Odier SCmA | 8,000 | $347.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 8,017 | $347.8K | 0.01% | −16,717−67.6% | Reduced |
| Novus Advisors, LLC | 8,035 | $348.6K | 0.35% | +8,035 | New |
| Total Wealth Planning & Management, Inc. | 8,036 | $348.6K | 0.34% | +8,036 | New |
| Formidable Asset Management, LLC | 8,077 | $350.4K | 0.06% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 8,079 | $350.5K | 0.00% | −2,013−19.9% | Reduced |
| Ballew Advisors, Inc | 8,159 | $351.8K | 0.22% | −1,059−11.5% | Reduced |
| Institute for Wealth Management, LLC. | 8,134 | $352.9K | 0.04% | 00.0% | Unchanged |
| New Hampshire Trust | 8,143 | $353.2K | 0.07% | +146+1.8% | Added |
| Abacus Planning Group, Inc. | 8,168 | $354.3K | 0.06% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 8,198 | $355.6K | 0.10% | +8,198 | New |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $356.1K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,220 | $356.6K | 0.01% | +1,211+17.3% | Added |
| Dorsey & Whitney Trust CO LLC | 8,222 | $356.7K | 0.02% | −4,275−34.2% | Reduced |
| Cim Investment Mangement Inc | 8,231 | $357.1K | 0.10% | +31+0.4% | Added |
| CX Institutional | 8,306 | $360.4K | 0.01% | −428−4.9% | Reduced |
| Cypress Wealth Services, LLC | 8,322 | $361.0K | 0.07% | −94−1.1% | Reduced |
| Ti-Trust, Inc | 8,330 | $361.4K | 0.24% | 00.0% | Unchanged |
| Nwam LLC | 8,395 | $364.2K | 0.02% | +263+3.2% | Added |
| Westpac Banking Corp | 8,397 | $364.3K | 0.02% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 8,415 | $365.0K | 0.03% | +317+3.9% | Added |
| Fisher Asset Management, LLC | 8,431 | $365.7K | 0.00% | +436+5.5% | Added |
| Colonial River Wealth Management, LLC | 8,447 | $366.4K | 0.18% | −54−0.6% | Reduced |
| Eagle Strategies LLC | 8,457 | $366.9K | 0.06% | −48−0.6% | Reduced |
| MainStreet Investment Advisors LLC | 8,481 | $367.9K | 0.05% | −395−4.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,485 | $368.1K | 0.04% | +700+9.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,490 | $368.3K | 0.01% | +1,747+25.9% | Added |
| Chiron Capital Management, LLC | 8,507 | $369.0K | 0.35% | −402−4.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,512 | $369.3K | 0.03% | −143−1.7% | Reduced |
| Diversify Advisory Services, LLC | 8,749 | $374.3K | 0.02% | +8,749 | New |
| Selective Wealth Management, Inc. | 8,545 | $375.2K | 0.15% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 8,735 | $378.9K | 0.02% | −5,310−37.8% | Reduced |
| Hardy Reed LLC | 8,742 | $379.2K | 0.03% | +2,980+51.7% | Added |
| Ellevest, Inc. | 8,746 | $379.4K | 0.02% | −1,225−12.3% | Reduced |