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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 11,531 | $500.0K | 0.22% | 00.0% | Unchanged |
| Intrust Bank NA | 11,541 | $500.6K | 0.05% | −599−4.9% | Reduced |
| 3Chopt Investment Partners, LLC | 11,633 | $504.6K | 0.17% | +11,633 | New |
| Wright Investors Service Inc | 11,642 | $505.0K | 0.16% | −24,425−67.7% | Reduced |
| Sculati Wealth Management, LLC | 11,659 | $505.8K | 0.20% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 11,673 | $506.4K | 0.07% | +3,093+36.0% | Added |
| Heritage Investors Management Corp | 11,775 | $511.0K | 0.02% | +800+7.3% | Added |
| Quadrant Private Wealth Management, LLC | 11,883 | $515.5K | 0.13% | −1,018−7.9% | Reduced |
| Vaughan David Investments LLC | 11,952 | $518.0K | 0.01% | −840−6.6% | Reduced |
| Centennial Wealth Advisory LLC | 11,955 | $518.6K | 0.20% | +1,040+9.5% | Added |
| X-Square Capital, LLC | 11,970 | $519.0K | 0.21% | −931−7.2% | Reduced |
| Washington Capital Management Inc | 12,000 | $520.6K | 0.41% | 00.0% | Unchanged |
| Fourthstone LLC | 12,000 | $520.6K | 0.10% | +12,000 | New |
| Good Life Advisors, LLC | 12,018 | $521.3K | 0.04% | −741−5.8% | Reduced |
| Pathway Financial Advisors LLC | 12,124 | $525.9K | 0.12% | +260+2.2% | Added |
| Wedmont Private Capital | 12,348 | $528.2K | 0.03% | +1,978+19.1% | Added |
| Westover Capital Advisors, LLC | 12,218 | $530.0K | 0.12% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 12,248 | $531.3K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 12,293 | $533.3K | 0.11% | −846−6.4% | Reduced |
| Westwood Holdings Group Inc. | 12,491 | $541.9K | 0.00% | −1,335−9.7% | Reduced |
| NBT Bank N A | 12,515 | $542.9K | 0.04% | +366+3.0% | Added |
| Keel Point, LLC | 12,526 | $543.4K | 0.04% | +409+3.4% | Added |
| Aull & Monroe Investment Management Corp | 12,535 | $543.8K | 0.28% | −1,000−7.4% | Reduced |
| Forefront Wealth Partners, LLC | 12,535 | $543.8K | 0.41% | +12,535 | New |
| Uncommon Cents Investing LLC | 12,540 | $544.0K | 0.16% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 12,603 | $546.7K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 12,659 | $549.1K | 0.17% | −1,106−8.0% | Reduced |
| Chemung Canal Trust Co | 12,712 | $551.4K | 0.11% | −692−5.2% | Reduced |
| Ransom Advisory, Ltd | 12,730 | $552.2K | 0.25% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 12,721 | $553.8K | 0.04% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 12,790 | $554.8K | 0.02% | +757+6.3% | Added |
| Sabal Trust CO | 12,833 | $556.7K | 0.03% | +12,833 | New |
| Belpointe Asset Management LLC | 12,524 | $556.8K | 0.03% | −10,009−44.4% | Reduced |
| Vise Technologies, Inc. | 12,884 | $558.9K | 0.05% | +3,050+31.0% | Added |
| RKL Wealth Management LLC | 12,904 | $559.8K | 0.05% | +4,456+52.7% | Added |
| Ameritas Investment Partners, Inc. | 12,935 | $561.1K | 0.02% | −629−4.6% | Reduced |
| Chilton Investment Co LLC | 12,950 | $561.8K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 12,959 | $562.2K | 0.05% | +150+1.2% | Added |
| NorthRock Partners, LLC | 12,963 | $562.3K | 0.02% | +112+0.9% | Added |
| Avalon Trust Co | 13,000 | $563.9K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,006 | $564.2K | 0.04% | +424+3.4% | Added |
| Wealth Alliance Advisory Group, LLC | 13,011 | $564.4K | 0.12% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 13,023 | $564.9K | 0.04% | +7,814+150.0% | Added |
| Vestmark Advisory Solutions, Inc. | 13,117 | $569.0K | 0.02% | +7,918+152.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $569.3K | 0.17% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 13,276 | $575.9K | 0.01% | +5,650+74.1% | Added |
| Quantbot Technologies LP | 13,301 | $577.0K | 0.02% | −129,286−90.7% | Reduced |
| Duncan Williams Asset Management, LLC | 13,353 | $579.3K | 0.23% | −1,197−8.2% | Reduced |
| Archer Investment Corp | 13,409 | $581.7K | 0.16% | 00.0% | Unchanged |
| Fiduciary Trust Co | 13,475 | $584.5K | 0.01% | +4,487+49.9% | Added |
| Sagespring Wealth Partners, LLC | 13,482 | $584.9K | 0.02% | +13,482 | New |
| Hamilton Capital Partners Inc. | 13,500 | $585.6K | 0.04% | +7,300+117.7% | Added |
| Pinnacle Holdings, LLC | 13,520 | $586.5K | 0.22% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 13,599 | $589.9K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 13,658 | $592.5K | 0.00% | −1,481−9.8% | Reduced |
| Cigna Investments Inc | 13,691 | $593.0K | 0.10% | −150−1.1% | Reduced |
| Partners in Financial Planning | 13,680 | $593.4K | 0.12% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 13,693 | $593.9K | 0.01% | +13,693 | New |
| Greenleaf Trust | 13,699 | $594.3K | 0.01% | +600+4.6% | Added |
| Fiduciary Group LLC | 13,717 | $595.0K | 0.06% | −131−0.9% | Reduced |
| Guardian Wealth Advisors, LLC | 13,824 | $599.7K | 0.05% | −1,067−7.2% | Reduced |
| Westhampton Capital, LLC | 13,925 | $604.1K | 0.31% | −2,095−13.1% | Reduced |
| Naples Global Advisors, LLC | 13,952 | $605.2K | 0.06% | −26−0.2% | Reduced |
| My Legacy Advisors, LLC | 13,361 | $606.5K | 0.24% | +1,862+16.2% | Added |
| Centurion Wealth Management LLC | 13,990 | $606.9K | 0.19% | +528+3.9% | Added |
| Prosperity Wealth Management, Inc. | 14,024 | $608.4K | 0.25% | 00.0% | Unchanged |
| Private Trust Co NA | 14,024 | $608.4K | 0.06% | −3,128−18.2% | Reduced |
| Premier Path Wealth Partners, LLC | 14,033 | $608.8K | 0.09% | +126+0.9% | Added |
| Centaurus Financial, Inc. | 14,061 | $610.0K | 0.04% | −2,107−13.0% | Reduced |
| Geneos Wealth Management Inc. | 14,081 | $610.8K | 0.02% | +437+3.2% | Added |
| Tower Bridge Advisors | 14,090 | $611.2K | 0.07% | −600−4.1% | Reduced |
| Headlands Technologies LLC | 14,099 | $611.6K | 0.06% | +8,748+163.5% | Added |
| Whittier Trust Co | 14,108 | $612.0K | 0.01% | −1,123−7.4% | Reduced |
| YANKCOM Partnership | 14,128 | $612.9K | 0.33% | +14,128 | New |
| Caxton Associates LP | 14,144 | $613.6K | 0.02% | −10,916−43.6% | Reduced |
| Hoxton Planning & Management, LLC | 14,226 | $617.1K | 0.24% | +152+1.1% | Added |
| EP Wealth Advisors, LLC | 14,246 | $618.0K | 0.01% | −173−1.2% | Reduced |
| Lazard Asset Management LLC | 14,316 | $620.0K | 0.00% | +7,197+101.1% | Added |
| Farther Finance Advisors, LLC | 14,376 | $623.6K | 0.02% | −2,167−13.1% | Reduced |
| Strategic Blueprint, LLC | 14,402 | $624.8K | 0.04% | −352−2.4% | Reduced |
| Icon Wealth Advisors, LLC | 14,416 | $625.4K | 0.05% | −2,323−13.9% | Reduced |
| PFG Investments, LLC | 14,421 | $625.6K | 0.04% | +499+3.6% | Added |
| Farmers & Merchants Investments Inc | 14,485 | $628.4K | 0.02% | −15−0.1% | Reduced |
| Alteri Wealth LLC | 14,489 | $628.5K | 0.17% | +14,489 | New |
| Par Capital Management Inc | 14,500 | $629.0K | 0.02% | +4,500+45.0% | Added |
| Silver Oak Securities, Inc | 14,504 | $629.0K | 0.06% | +1,334+10.1% | Added |
| First Financial Group Corp | 14,535 | $630.5K | 0.70% | +14,535 | New |
| Oak Hill Wealth Advisors, LLC | 14,539 | $630.7K | 0.15% | +14,539 | New |
| Montag & Caldwell, LLC | 14,562 | $631.7K | 0.13% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,585 | $632.7K | 0.36% | −100−0.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,590 | $632.9K | 0.05% | −1,954−11.8% | Reduced |
| Riverbend Wealth Management, LLC | 14,624 | $634.4K | 0.57% | +14,624 | New |
| North Star Investment Management Corp. | 14,629 | $634.6K | 0.04% | −756−4.9% | Reduced |
| Panagora Asset Management Inc | 14,631 | $634.7K | 0.00% | −40.0% | Reduced |
| Citizens Financial Group Inc | 14,633 | $634.8K | 0.01% | +5,085+53.3% | Added |
| Register Financial Advisors LLC | 14,659 | $635.9K | 0.32% | +49+0.3% | Added |
| Thompson Investment Management, Inc. | 14,676 | $636.6K | 0.09% | −500−3.3% | Reduced |
| Community Trust & Investment Co | 14,721 | $638.6K | 0.04% | −4,950−25.2% | Reduced |
| Gladstone Institutional Advisory LLC | 14,731 | $639.0K | 0.03% | +7,194+95.4% | Added |
| LVW Advisors, LLC | 14,841 | $643.8K | 0.08% | −6,279−29.7% | Reduced |