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 |
|---|---|---|---|---|---|
| International Private Wealth Advisors LLC | 8,761 | $380.1K | 0.38% | +154+1.8% | Added |
| Quantessence Capital LLC | 8,766 | $380.3K | 0.16% | +8,766 | New |
| Malaga Cove Capital, LLC | 8,796 | $381.6K | 0.15% | −110−1.2% | Reduced |
| Howard Capital Management Inc. | 8,815 | $382.4K | 0.01% | +454+5.4% | Added |
| DRW Securities, LLC | 8,917 | $386.8K | 0.03% | −113,395−92.7% | Reduced |
| HHM Wealth Advisors, LLC | 8,928 | $387.3K | 0.05% | +95+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 8,948 | $388.2K | 0.01% | −323−3.5% | Reduced |
| Clark Capital Management Group, Inc. | 9,001 | $390.5K | 0.00% | +529+6.2% | Added |
| Fortress Private Ledger, LLC | 9,013 | $391.0K | 0.24% | +9,013 | New |
| Hayek Kallen Investment Management | 9,047 | $392.0K | 0.14% | 00.0% | Unchanged |
| CNB Bank | 9,044 | $392.3K | 0.18% | −1,974−17.9% | Reduced |
| ICONIQ Capital, LLC | 9,051 | $392.6K | 0.01% | +9,051 | New |
| Carolinas Wealth Consulting LLC | 9,065 | $393.2K | 0.08% | −1,626−15.2% | Reduced |
| Arlington Trust Co LLC | 9,077 | $393.8K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9,084 | $394.1K | 0.05% | +980+12.1% | Added |
| Keudell/Morrison Wealth Management | 9,117 | $395.5K | 0.10% | −1,270−12.2% | Reduced |
| Lake Street Advisors Group, LLC | 9,127 | $395.9K | 0.02% | +21+0.2% | Added |
| Everett Harris & Co | 9,133 | $396.2K | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 9,143 | $396.6K | 0.01% | +11+0.1% | Added |
| FSB Premier Wealth Management, Inc. | 9,148 | $396.8K | 0.16% | −892−8.9% | Reduced |
| Parthenon LLC | 9,155 | $397.1K | 0.05% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 9,161 | $397.4K | 0.02% | +22+0.2% | Added |
| Sage Investment Counsel LLC | 9,182 | $398.3K | 0.52% | +9,182 | New |
| Pettee Investors, Inc. | 9,195 | $398.9K | 0.20% | −470−4.9% | Reduced |
| Summit Asset Management, LLC | 9,207 | $399.4K | 0.07% | +15+0.2% | Added |
| MTM Investment Management, LLC | 9,230 | $400.4K | 0.15% | +14+0.2% | Added |
| Rede Wealth, LLC | 9,282 | $402.6K | 0.15% | −26−0.3% | Reduced |
| Fiducient Advisors LLC | 9,315 | $404.1K | 0.05% | +400+4.5% | Added |
| Smith, Salley & Associates | 9,332 | $404.8K | 0.03% | −411−4.2% | Reduced |
| Parkside Financial Bank & Trust | 9,383 | $407.0K | 0.05% | −546−5.5% | Reduced |
| Outfitter Financial LLC | 9,386 | $407.2K | 0.33% | −3,745−28.5% | Reduced |
| 5T Wealth, LLC | 9,425 | $408.9K | 0.22% | +9,425 | New |
| Quadrant Capital Group LLC | 9,493 | $411.8K | 0.03% | +96+1.0% | Added |
| Manske Wealth Management | 9,599 | $416.4K | 0.17% | +9,599 | New |
| NFP Retirement, Inc. | 9,600 | $416.4K | 0.03% | +10+0.1% | Added |
| Catalyst Funds Management Pty Ltd | 9,600 | $416.4K | 0.10% | +9,600 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,617 | $417.2K | 0.00% | +71+0.7% | Added |
| Paradigm Financial Partners, LLC | 9,630 | $417.7K | 0.05% | +2,838+41.8% | Added |
| Valley National Advisers Inc | 9,721 | $421.0K | 0.08% | +604+6.6% | Added |
| Fukoku Mutual Life Insurance Co | 9,744 | $422.7K | 0.03% | +1,069+12.3% | Added |
| Southeast Asset Advisors Inc. | 9,765 | $423.6K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Group | 9,772 | $423.9K | 0.05% | −414−4.1% | Reduced |
| Shell Asset Management Co | 9,798 | $425.0K | 0.02% | +142+1.5% | Added |
| WealthTrust Axiom LLC | 9,811 | $425.6K | 0.13% | −133−1.3% | Reduced |
| Capital International Sarl | 9,812 | $425.6K | 0.01% | +2,620+36.4% | Added |
| HBK Sorce Advisory LLC | 9,834 | $426.6K | 0.01% | +1,970+25.1% | Added |
| Jaffetilchin Investment Partners, LLC | 9,863 | $427.8K | 0.03% | +9,099+1,191.0% | Added |
| Waldron Private Wealth LLC | 9,927 | $430.6K | 0.02% | −111−1.1% | Reduced |
| Boltwood Capital Management | 9,935 | $431.0K | 0.13% | −450−4.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 9,957 | $431.9K | 0.11% | −1,544−13.4% | Reduced |
| Wilkins Investment Counsel Inc | 9,975 | $432.7K | 0.06% | −645−6.1% | Reduced |
| American Assets Inc | 10,000 | $433.8K | 0.13% | 00.0% | Unchanged |
| Axq Capital, LP | 10,077 | $437.1K | 0.20% | +3,128+45.0% | Added |
| Rehmann Capital Advisory Group | 10,132 | $439.5K | 0.03% | +664+7.0% | Added |
| Legacy Capital Group California, Inc. | 10,142 | $440.0K | 0.13% | −100−1.0% | Reduced |
| Kennebec Savings Bank | 10,208 | $440.2K | 0.44% | +313+3.2% | Added |
| Tocqueville Asset Management L.P. | 10,147 | $440.2K | 0.01% | −550−5.1% | Reduced |
| Taylor Hoffman Capital Management LLC | 10,188 | $442.0K | 0.16% | 00.0% | Unchanged |
| Clarius Group, LLC | 10,207 | $442.8K | 0.03% | −45−0.4% | Reduced |
| Stonebridge Financial Group, LLC | 10,214 | $443.1K | 0.05% | +10,214 | New |
| Banco Santander, S.A. | 10,233 | $443.9K | 0.01% | +4,659+83.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 10,273 | $445.6K | 0.00% | +10,273 | New |
| Bartlett & Co. Wealth Management LLC | 10,298 | $446.7K | 0.01% | −80−0.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,316 | $447.5K | 0.05% | −7−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 10,320 | $447.7K | 0.03% | +2,055+24.9% | Added |
| Successful Portfolios LLC | 10,354 | $449.2K | 0.30% | +6+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 10,445 | $453.1K | 0.01% | +46+0.4% | Added |
| Concord Asset Management, LLC | 10,449 | $453.3K | 0.10% | −55,237−84.1% | Reduced |
| Shepherd Financial Partners LLC | 10,477 | $454.5K | 0.05% | +321+3.2% | Added |
| Pine Harbor Wealth Management, LLC | 10,508 | $455.8K | 0.18% | −270−2.5% | Reduced |
| Verum Partners LLC | 10,565 | $458.3K | 0.13% | +39+0.4% | Added |
| Sage Mountain Advisors LLC | 10,584 | $459.1K | 0.03% | +473+4.7% | Added |
| Valmark Advisers, Inc. | 10,585 | $459.2K | 0.01% | +13+0.1% | Added |
| BLB&B Advisors, LLC | 10,620 | $460.7K | 0.02% | +11+0.1% | Added |
| Financial Management Professionals, Inc. | 10,693 | $463.9K | 0.06% | +1,211+12.8% | Added |
| Alliance Wealth Advisors, LLC | 10,803 | $468.6K | 0.27% | +27+0.3% | Added |
| Quest Partners LLC | 10,824 | $469.5K | 0.06% | +6,070+127.7% | Added |
| Koshinski Asset Management, Inc. | 10,825 | $469.6K | 0.04% | +225+2.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,826 | $469.6K | 0.03% | −32,651−75.1% | Reduced |
| Perpetual Ltd | 10,851 | $470.7K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10,903 | $473.0K | 0.01% | −2,627−19.4% | Reduced |
| Crawford Investment Counsel Inc | 10,904 | $473.0K | 0.01% | −173−1.6% | Reduced |
| Roxbury Financial LLC | 9,958 | $474.8K | 0.46% | +9,958 | New |
| Franklin Street Advisors Inc | 10,957 | $475.0K | 0.03% | +1,200+12.3% | Added |
| Parallel Advisors, LLC | 11,003 | $477.3K | 0.01% | −38−0.3% | Reduced |
| First Hawaiian Bank | 11,043 | $479.0K | 0.02% | −21,736−66.3% | Reduced |
| BSW Wealth Partners | 11,047 | $479.2K | 0.07% | +682+6.6% | Added |
| Longfellow Investment Management Co LLC | 11,083 | $480.8K | 0.12% | −711−6.0% | Reduced |
| Sowell Financial Services LLC | 11,103 | $481.6K | 0.03% | −359−3.1% | Reduced |
| Cidel Asset Management Inc | 11,111 | $482.0K | 0.03% | −360−3.1% | Reduced |
| SLT Holdings LLC | 11,114 | $482.1K | 0.46% | +11,114 | New |
| Waterloo Capital, L.P. | 11,120 | $482.4K | 0.05% | −1,009−8.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11,129 | $482.8K | 0.14% | −60−0.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,166 | $484.4K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,836 | $487.4K | 0.01% | +1,661+18.1% | Added |
| Moneta Group Investment Advisors LLC | 11,422 | $495.5K | 0.01% | −5,512−32.5% | Reduced |
| Adapt Wealth Advisors, LLC | 11,435 | $496.1K | 0.24% | +3,385+42.0% | Added |
| Equitable Holdings, Inc. | 11,443 | $496.4K | 0.00% | −313−2.7% | Reduced |
| Wedbush Securities Inc | 11,475 | $498.0K | 0.02% | +11,475 | New |
| Klingman & Associates, LLC | 11,508 | $499.2K | 0.03% | −39−0.3% | Reduced |