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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 14,846 | $644.0K | 0.02% | −34,585−70.0% | Reduced |
| HM Payson & Co | 14,855 | $644.4K | 0.01% | −50.0% | Reduced |
| Evergreen Capital Management LLC | 14,912 | $646.9K | 0.02% | +136+0.9% | Added |
| Loomis Sayles & Co L P | 14,973 | $650.0K | 0.00% | −1,974−11.6% | Reduced |
| Live Oak Private Wealth LLC | 15,075 | $654.0K | 0.11% | −335−2.2% | Reduced |
| First City Capital Management, Inc. | 15,101 | $655.1K | 0.35% | +520+3.6% | Added |
| Delta Accumulation, LLC | 15,339 | $656.0K | 4.09% | +40.0% | Added |
| Eqis Capital Management, Inc. | 15,201 | $659.4K | 0.05% | +2,151+16.5% | Added |
| Sumitomo Life Insurance Co | 15,240 | $661.1K | 0.01% | −592−3.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 15,286 | $663.0K | 0.15% | +2,551+20.0% | Added |
| Wealth Quarterback LLC | 15,287 | $663.2K | 0.31% | +266+1.8% | Added |
| Fullerton Fund Management Co Ltd. | 15,298 | $663.6K | 0.02% | +15,298 | New |
| City Holding Co | 15,368 | $666.7K | 0.09% | 00.0% | Unchanged |
| Dover Advisors, LLC | 15,453 | $670.4K | 0.38% | −400−2.5% | Reduced |
| Callan Family Office, LLC | 15,488 | $671.9K | 0.04% | +15,488 | New |
| Virtu Financial LLC | 15,564 | $675.0K | 0.04% | +15,564 | New |
| Morningstar Investment Management LLC | 15,631 | $678.0K | 0.05% | −31,533−66.9% | Reduced |
| Atticus Wealth Management, LLC | 15,634 | $678.2K | 0.21% | 00.0% | Unchanged |
| Busey Wealth Management | 15,641 | $678.5K | 0.02% | −751−4.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 15,675 | $680.0K | 0.01% | −3,795−19.5% | Reduced |
| Trust Asset Management LLC | 15,787 | $684.8K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 15,792 | $685.0K | 0.02% | +344+2.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 15,805 | $685.6K | 0.10% | −1,110−6.6% | Reduced |
| Penserra Capital Management LLC | 15,873 | $686.0K | 0.01% | +2,465+18.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 15,824 | $686.4K | 0.09% | +750+5.0% | Added |
| FLC Capital Advisors | 15,849 | $687.5K | 0.16% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 15,886 | $689.1K | 0.45% | −1,260−7.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 15,700 | $690.3K | 0.10% | 00.0% | Unchanged |
| Broyhill Asset Management | 15,980 | $693.2K | 0.61% | +15,980 | New |
| Midland Wealth Advisors LLC | 16,023 | $695.1K | 0.04% | −1,782−10.0% | Reduced |
| Foster & Motley Inc | 16,051 | $696.0K | 0.05% | +5,014+45.4% | Added |
| Essex Financial Services, Inc. | 16,157 | $700.9K | 0.05% | +14+0.1% | Added |
| Reuter James Wealth Management, LLC | 16,261 | $705.4K | 0.13% | −478−2.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,269 | $705.7K | 0.05% | −553−3.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 16,278 | $706.1K | 0.06% | +1,302+8.7% | Added |
| Woodard & Co Asset Management Group Inc | 16,288 | $706.6K | 0.15% | −300−1.8% | Reduced |
| Dudley Capital Management, LLC | 16,328 | $708.3K | 0.36% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 16,500 | $715.8K | 0.02% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 16,778 | $717.8K | 0.31% | +16,778 | New |
| Signature Estate & Investment Advisors LLC | 16,592 | $719.8K | 0.02% | +189+1.2% | Added |
| Resources Management Corp | 16,600 | $720.0K | 0.10% | 00.0% | Unchanged |
| Gabelli Funds LLC | 16,700 | $724.4K | 0.01% | −300−1.8% | Reduced |
| OmniStar Financial Group, Inc. | 16,722 | $725.4K | 0.58% | +84+0.5% | Added |
| Legacy Wealth Asset Management, LLC | 16,752 | $726.7K | 0.20% | −573−3.3% | Reduced |
| Venturi Wealth Management, LLC | 16,799 | $728.7K | 0.04% | +6,570+64.2% | Added |
| Rossmore Private Capital | 16,817 | $729.5K | 0.09% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 16,836 | $730.3K | 0.08% | −533−3.1% | Reduced |
| Canal Capital Management, LLC | 17,002 | $737.6K | 0.12% | +62+0.4% | Added |
| Eastover Investment Advisors LLC | 17,074 | $740.7K | 0.35% | +154+0.9% | Added |
| Strategic Advisors LLC | 17,100 | $741.8K | 0.13% | +1,500+9.6% | Added |
| First Horizon Advisors, Inc. | 17,116 | $742.5K | 0.02% | −280−1.6% | Reduced |
| Atomi Financial Group, Inc. | 17,120 | $742.7K | 0.04% | +1,444+9.2% | Added |
| Leisure Capital Management | 17,208 | $746.5K | 0.29% | −957−5.3% | Reduced |
| Aspire Private Capital, LLC | 17,300 | $750.5K | 0.19% | −172−1.0% | Reduced |
| AlTi Global, Inc. | 15,772 | $750.8K | 0.02% | +11+0.1% | Added |
| Oxford Asset Management LLP | 17,322 | $751.4K | 0.33% | +17,322 | New |
| Gallagher Fiduciary Advisors, LLC | 17,524 | $760.2K | 0.15% | +1,405+8.7% | Added |
| Mangrove Partners | 17,542 | $761.0K | 0.09% | +17,542 | New |
| Mayfair Advisory Group, LLC | 17,597 | $763.4K | 0.45% | +2,000+12.8% | Added |
| Capital Management Associates | 17,607 | $763.8K | 0.90% | −4,067−18.8% | Reduced |
| Elevated Capital Advisors, LLC | 17,629 | $764.8K | 0.21% | −379−2.1% | Reduced |
| Brady Family Wealth, LLC | 17,657 | $766.0K | 0.24% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 17,690 | $767.4K | 0.14% | +17,690 | New |
| Pine Valley Investments Ltd Liability Co | 17,727 | $769.0K | 0.05% | +1,137+6.9% | Added |
| Ignite Planners, LLC | 17,499 | $771.7K | 0.17% | +246+1.4% | Added |
| Intrua Financial, LLC | 17,804 | $772.3K | 0.13% | −4,159−18.9% | Reduced |
| David Loasby | 18,138 | $776.0K | 0.07% | +665+3.8% | Added |
| Eads & Heald Wealth Management | 17,939 | $778.0K | 0.38% | +3,925+28.0% | Added |
| Summit Trail Advisors, LLC | 18,028 | $782.0K | 0.03% | +2,799+18.4% | Added |
| Sheets Smith Wealth Management | 18,065 | $783.7K | 0.10% | +10+0.1% | Added |
| First County Bank | 18,121 | $786.1K | 0.44% | −502−2.7% | Reduced |
| American Trust | 18,147 | $787.2K | 0.06% | −804−4.2% | Reduced |
| Valeo Financial Advisors, LLC | 18,278 | $792.9K | 0.02% | −1,747−8.7% | Reduced |
| Pitcairn Co | 18,430 | $799.5K | 0.05% | +209+1.1% | Added |
| Invst, LLC | 18,483 | $801.8K | 0.10% | +93+0.5% | Added |
| AlphaStar Capital Management, LLC | 18,527 | $803.7K | 0.08% | −1,389−7.0% | Reduced |
| Financial Management Network Inc | 18,269 | $805.6K | 0.17% | +30+0.2% | Added |
| CSS LLC | 18,618 | $807.6K | 0.05% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 18,619 | $808.0K | 0.06% | +18,619 | New |
| TCW Group Inc | 18,707 | $811.5K | 0.01% | +469+2.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 18,982 | $811.9K | 0.27% | +927+5.1% | Added |
| Forum Financial Management, LP | 18,886 | $819.3K | 0.01% | +8,489+81.6% | Added |
| Financial Advocates Investment Management | 18,921 | $820.8K | 0.05% | −181−0.9% | Reduced |
| Todd Asset Management LLC | 18,927 | $821.1K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 18,980 | $823.4K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 19,064 | $827.0K | 0.01% | −107−0.6% | Reduced |
| Trust Co of Virginia | 19,091 | $828.2K | 0.08% | −720−3.6% | Reduced |
| RFP Financial Group LLC | 19,119 | $829.4K | 0.32% | −5,217−21.4% | Reduced |
| RMR Wealth Builders | 19,165 | $831.4K | 0.09% | +324+1.7% | Added |
| McKinley Carter Wealth Services, Inc. | 19,352 | $839.5K | 0.05% | −1,058−5.2% | Reduced |
| Trust Investment Advisors | 19,381 | $840.7K | 0.54% | −5,517−22.2% | Reduced |
| Gratus Wealth Advisors, LLC | 19,529 | $847.2K | 0.14% | −1,064−5.2% | Reduced |
| Brown Brothers Harriman & Co | 19,613 | $850.8K | 0.01% | −410−2.0% | Reduced |
| Smartleaf Asset Management LLC | 19,943 | $865.0K | 0.09% | +1,724+9.5% | Added |
| Canandaigua National Trust Co of Florida | 19,951 | $865.5K | 0.68% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 20,000 | $867.6K | 0.01% | +20,000 | New |
| Legacy Capital Wealth Partners, LLC | 20,003 | $867.7K | 0.21% | −21,981−52.4% | Reduced |
| Carson Advisory Inc. | 20,294 | $880.4K | 0.61% | −49−0.2% | Reduced |
| Plimoth Trust Co LLC | 20,517 | $890.0K | 0.23% | −675−3.2% | Reduced |
| BIP Wealth, LLC | 20,525 | $890.4K | 0.06% | +12,052+142.2% | Added |