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 |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 20,532 | $890.7K | 0.07% | +82+0.4% | Added |
| Cornerstone Advisory, LLC | 19,030 | $890.8K | 0.10% | −769−3.9% | Reduced |
| Meitav Dash Investments Ltd | 20,554 | $891.6K | 0.02% | +2,762+15.5% | Added |
| Ascent Group, LLC | 20,578 | $892.7K | 0.07% | +15,660+318.4% | Added |
| Cornerstone Advisors, LLC | 20,600 | $893.6K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,624 | $894.7K | 0.03% | +157+0.8% | Added |
| Leavell Investment Management, Inc. | 20,650 | $895.8K | 0.04% | +886+4.5% | Added |
| Lebenthal Global Advisors, LLC | 20,714 | $898.6K | 0.16% | +812+4.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 20,760 | $900.6K | 0.03% | −23,087−52.7% | Reduced |
| Park Circle Co | 20,930 | $907.9K | 0.83% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 21,008 | $911.3K | 0.11% | −24,343−53.7% | Reduced |
| Capital Asset Advisory Services LLC | 20,726 | $914.0K | 0.05% | +10.0% | Added |
| Vontobel Holding Ltd. | 21,070 | $914.0K | 0.00% | −1,247−5.6% | Reduced |
| Keystone Financial Group, Inc. | 21,133 | $916.8K | 0.74% | +21,133 | New |
| Applied Finance Capital Management, LLC | 21,188 | $919.1K | 0.04% | +943+4.7% | Added |
| Siemens Fonds Invest GmbH | 21,260 | $922.0K | 0.10% | +1,354+6.8% | Added |
| South State Corp. | 21,282 | $923.2K | 0.06% | −68−0.3% | Reduced |
| Coldstream Capital Management Inc | 21,355 | $926.4K | 0.02% | +591+2.8% | Added |
| Glenview Trust Co | 21,436 | $929.9K | 0.02% | −4,823−18.4% | Reduced |
| Staley Capital Advisers Inc | 21,500 | $932.7K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 21,536 | $934.2K | 0.06% | −188−0.9% | Reduced |
| Driehaus Capital Management LLC | 21,719 | $942.2K | 0.01% | +6,465+42.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 21,815 | $946.3K | 0.41% | −440−2.0% | Reduced |
| Meridian Wealth Management, LLC | 21,838 | $947.4K | 0.04% | +105+0.5% | Added |
| NewEdge Wealth, LLC | 21,863 | $948.4K | 0.02% | +2,893+15.3% | Added |
| Wetherby Asset Management Inc | 21,888 | $949.5K | 0.05% | −509−2.3% | Reduced |
| MUFG Securities Americas Inc. | 21,993 | $954.1K | 0.12% | +21,993 | New |
| Salomon & Ludwin, LLC | 22,030 | $955.7K | 0.10% | −1,917−8.0% | Reduced |
| EPG Wealth Management LLC | 22,075 | $957.6K | 0.25% | −191−0.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 22,104 | $958.9K | 0.05% | +6,813+44.6% | Added |
| Marino, Stram & Associates LLC | 22,109 | $959.1K | 0.21% | +63+0.3% | Added |
| AXA S.A. | 22,189 | $962.6K | 0.00% | −91,353−80.5% | Reduced |
| Monument Capital Management | 22,280 | $966.5K | 0.27% | 00.0% | Unchanged |
| Bank & Trust Co | 22,299 | $967.3K | 0.81% | −310−1.4% | Reduced |
| KG&L Capital Management,LLC | 22,629 | $981.7K | 0.32% | −300−1.3% | Reduced |
| Boston Private Wealth LLC | 22,687 | $984.2K | 0.02% | +22,687 | New |
| Moody National Bank Trust Division | 22,709 | $985.1K | 0.10% | −692−3.0% | Reduced |
| Huntleigh Advisors, Inc. | 22,715 | $985.4K | 0.21% | +22,715 | New |
| BKD Wealth Advisors, LLC | 22,816 | $989.7K | 0.02% | −136−0.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 22,933 | $995.6K | 0.95% | −586−2.5% | Reduced |
| Widmann Financial Services, Inc. | 22,951 | $995.6K | 0.77% | −79−0.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 22,952 | $995.7K | 0.00% | +3,468+17.8% | Added |
| RFG Advisory, LLC | 22,954 | $995.8K | 0.03% | −1,026−4.3% | Reduced |
| Provident Investment Management, Inc. | 22,955 | $995.8K | 0.10% | +2,775+13.8% | Added |
| Financial Security Advisor, Inc. | 23,120 | $1.00M | 0.25% | −100.0% | Reduced |
| Brighton Jones LLC | 23,581 | $1.02M | 0.03% | +14,093+148.5% | Added |
| Certified Advisory Corp | 23,746 | $1.03M | 0.11% | +40.0% | Added |
| Tiaa Trust, National Association | 23,822 | $1.03M | 0.00% | +283+1.2% | Added |
| Burke & Herbert Bank & Trust Co | 23,873 | $1.04M | 0.25% | 00.0% | Unchanged |
| Spire Wealth Management | 23,885 | $1.04M | 0.03% | −760−3.1% | Reduced |
| Ingalls & Snyder LLC | 24,058 | $1.04M | 0.04% | −63,466−72.5% | Reduced |
| J.W. Cole Advisors, Inc. | 24,205 | $1.05M | 0.04% | −3,374−12.2% | Reduced |
| Old North State Trust, LLC | 24,235 | $1.05M | 0.67% | −1,162−4.6% | Reduced |
| Great Lakes Retirement, Inc. | 24,293 | $1.05M | 0.14% | −406−1.6% | Reduced |
| Snowden Capital Advisors LLC | 24,428 | $1.06M | 0.03% | −1,115−4.4% | Reduced |
| Greenwood Capital Associates LLC | 24,538 | $1.06M | 0.14% | +1,084+4.6% | Added |
| Horizon Investments, LLC | 24,606 | $1.07M | 0.03% | +442+1.8% | Added |
| CIBC World Markets Inc. | 24,642 | $1.07M | 0.00% | −8,621−25.9% | Reduced |
| Hilltop Holdings Inc. | 24,644 | $1.07M | 0.07% | +209+0.9% | Added |
| Bridges Investment Management Inc | 24,681 | $1.07M | 0.01% | −94−0.4% | Reduced |
| Pensionmark Financial Group, LLC | 24,691 | $1.07M | 0.03% | +10,205+70.4% | Added |
| Maven Securities LTD | 24,709 | $1.07M | 0.17% | −970−3.8% | Reduced |
| Voleon Capital Management LP | 24,754 | $1.07M | 0.08% | +24,754 | New |
| Bank Ozk | 24,892 | $1.08M | 0.45% | −4,801−16.2% | Reduced |
| Madden Securities Corp | 24,900 | $1.08M | 0.43% | −600−2.4% | Reduced |
| Machina Capital S.A.S. | 25,008 | $1.08M | 0.46% | +25,008 | New |
| Tandem Investment Advisors, Inc. | 25,008 | $1.08M | 0.04% | −9,299−27.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 25,099 | $1.09M | 0.03% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 22,877 | $1.09M | 0.80% | −849−3.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 25,413 | $1.10M | 0.40% | −1,071−4.0% | Reduced |
| WealthShield Partners, LLC | 25,609 | $1.11M | 0.16% | −1,131−4.2% | Reduced |
| Impax Asset Management Group plc | 25,681 | $1.11M | 0.01% | −319−1.2% | Reduced |
| RBF Capital, LLC | 25,900 | $1.12M | 0.06% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 25,929 | $1.12M | 0.06% | −1,293−4.7% | Reduced |
| Vestcor Inc | 25,967 | $1.13M | 0.04% | −25−0.1% | Reduced |
| GAMMA Investing LLC | 26,040 | $1.13M | 0.10% | +1,732+7.1% | Added |
| Fort Sheridan Advisors LLC | 26,060 | $1.13M | 0.16% | +5,255+25.3% | Added |
| Lowe Brockenbrough & Co Inc | 26,081 | $1.13M | 0.07% | −2,775−9.6% | Reduced |
| Maxi Investments CY Ltd | 26,100 | $1.13M | 0.22% | +26,100 | New |
| Ted Buchan & Co | 25,929 | $1.13M | 0.54% | +5,202+25.1% | Added |
| Profund Advisors LLC | 26,382 | $1.14M | 0.04% | −370−1.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 26,409 | $1.15M | 0.15% | +1,212+4.8% | Added |
| Linden Thomas Advisory Services, LLC | 26,445 | $1.15M | 0.15% | −277−1.0% | Reduced |
| Trust Co of the South | 26,747 | $1.16M | 0.24% | +1,847+7.4% | Added |
| Ballentine Partners, LLC | 26,804 | $1.16M | 0.02% | +418+1.6% | Added |
| Commerzbank Aktiengesellschaft | 26,806 | $1.16M | 0.03% | +5,208+24.1% | Added |
| Welch & Forbes LLC | 26,845 | $1.16M | 0.01% | −965−3.5% | Reduced |
| United Bank | 27,000 | $1.17M | 0.14% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 27,000 | $1.17M | 0.03% | +5,000+22.7% | Added |
| Founders Financial Alliance, LLC | 27,151 | $1.18M | 0.32% | −110−0.4% | Reduced |
| William B. Walkup & Associates, Inc. | 27,224 | $1.18M | 0.75% | −205−0.7% | Reduced |
| XTX Topco Ltd | 27,270 | $1.18M | 0.10% | −31,786−53.8% | Reduced |
| International Assets Investment Management, LLC | 27,321 | $1.18M | 0.10% | +27,321 | New |
| Hodges Capital Management Inc. | 27,367 | $1.19M | 0.07% | +11,083+68.1% | Added |
| Dividend Assets Capital, LLC | 27,376 | $1.19M | 0.23% | +120.0% | Added |
| BankPlus Trust Department | 27,465 | $1.19M | 0.39% | +27,465 | New |
| V-Square Quantitative Management LLC | 27,510 | $1.19M | 0.17% | −1,090−3.8% | Reduced |
| New Century Financial Group, LLC | 27,096 | $1.19M | 0.51% | −285−1.0% | Reduced |
| Gotham Asset Management, LLC | 27,771 | $1.20M | 0.01% | −33−0.1% | Reduced |
| AssuredPartners Investment Advisors, LLC | 27,799 | $1.21M | 0.23% | +27,799 | New |