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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 14,061 | $610.0K | 0.04% | −2,107−13.0% | Reduced |
| Premier Path Wealth Partners, LLC | 14,033 | $608.8K | 0.09% | +126+0.9% | Added |
| Private Trust Co NA | 14,024 | $608.4K | 0.06% | −3,128−18.2% | Reduced |
| Prosperity Wealth Management, Inc. | 14,024 | $608.4K | 0.25% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 13,990 | $606.9K | 0.19% | +528+3.9% | Added |
| My Legacy Advisors, LLC | 13,361 | $606.5K | 0.24% | +1,862+16.2% | Added |
| Naples Global Advisors, LLC | 13,952 | $605.2K | 0.06% | −26−0.2% | Reduced |
| Westhampton Capital, LLC | 13,925 | $604.1K | 0.31% | −2,095−13.1% | Reduced |
| Guardian Wealth Advisors, LLC | 13,824 | $599.7K | 0.05% | −1,067−7.2% | Reduced |
| Fiduciary Group LLC | 13,717 | $595.0K | 0.06% | −131−0.9% | Reduced |
| Greenleaf Trust | 13,699 | $594.3K | 0.01% | +600+4.6% | Added |
| Raiffeisen Bank International AG | 13,693 | $593.9K | 0.01% | +13,693 | New |
| Partners in Financial Planning | 13,680 | $593.4K | 0.12% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,691 | $593.0K | 0.10% | −150−1.1% | Reduced |
| MAI Capital Management | 13,658 | $592.5K | 0.00% | −1,481−9.8% | Reduced |
| Illinois Municipal Retirement Fund | 13,599 | $589.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13,520 | $586.5K | 0.22% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 13,500 | $585.6K | 0.04% | +7,300+117.7% | Added |
| Sagespring Wealth Partners, LLC | 13,482 | $584.9K | 0.02% | +13,482 | New |
| Fiduciary Trust Co | 13,475 | $584.5K | 0.01% | +4,487+49.9% | Added |
| Archer Investment Corp | 13,409 | $581.7K | 0.16% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 13,353 | $579.3K | 0.23% | −1,197−8.2% | Reduced |
| Quantbot Technologies LP | 13,301 | $577.0K | 0.02% | −129,286−90.7% | Reduced |
| Johnson Investment Counsel Inc | 13,276 | $575.9K | 0.01% | +5,650+74.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $569.3K | 0.17% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 13,117 | $569.0K | 0.02% | +7,918+152.3% | Added |
| Prosperity Consulting Group, LLC | 13,023 | $564.9K | 0.04% | +7,814+150.0% | Added |
| Wealth Alliance Advisory Group, LLC | 13,011 | $564.4K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,006 | $564.2K | 0.04% | +424+3.4% | Added |
| Avalon Trust Co | 13,000 | $563.9K | 0.04% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 12,963 | $562.3K | 0.02% | +112+0.9% | Added |
| Marcum Wealth, LLC | 12,959 | $562.2K | 0.05% | +150+1.2% | Added |
| Chilton Investment Co LLC | 12,950 | $561.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,935 | $561.1K | 0.02% | −629−4.6% | Reduced |
| RKL Wealth Management LLC | 12,904 | $559.8K | 0.05% | +4,456+52.7% | Added |
| Vise Technologies, Inc. | 12,884 | $558.9K | 0.05% | +3,050+31.0% | Added |
| Belpointe Asset Management LLC | 12,524 | $556.8K | 0.03% | −10,009−44.4% | Reduced |
| Sabal Trust CO | 12,833 | $556.7K | 0.03% | +12,833 | New |
| Exencial Wealth Advisors, LLC | 12,790 | $554.8K | 0.02% | +757+6.3% | Added |
| Plato Investment Management Ltd | 12,721 | $553.8K | 0.04% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 12,730 | $552.2K | 0.25% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 12,712 | $551.4K | 0.11% | −692−5.2% | Reduced |
| Hilltop National Bank | 12,659 | $549.1K | 0.17% | −1,106−8.0% | Reduced |
| Evercore Wealth Management, LLC | 12,603 | $546.7K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 12,540 | $544.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Keel Point, LLC | 12,526 | $543.4K | 0.04% | +409+3.4% | Added |
| NBT Bank N A | 12,515 | $542.9K | 0.04% | +366+3.0% | Added |
| Westwood Holdings Group Inc. | 12,491 | $541.9K | 0.00% | −1,335−9.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,293 | $533.3K | 0.11% | −846−6.4% | Reduced |
| Texas Yale Capital Corp. | 12,248 | $531.3K | 0.02% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 12,218 | $530.0K | 0.12% | 00.0% | Unchanged |
| Wedmont Private Capital | 12,348 | $528.2K | 0.03% | +1,978+19.1% | Added |
| Pathway Financial Advisors LLC | 12,124 | $525.9K | 0.12% | +260+2.2% | Added |
| Good Life Advisors, LLC | 12,018 | $521.3K | 0.04% | −741−5.8% | 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 |
| X-Square Capital, LLC | 11,970 | $519.0K | 0.21% | −931−7.2% | Reduced |
| Centennial Wealth Advisory LLC | 11,955 | $518.6K | 0.20% | +1,040+9.5% | Added |
| Vaughan David Investments LLC | 11,952 | $518.0K | 0.01% | −840−6.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,883 | $515.5K | 0.13% | −1,018−7.9% | Reduced |
| Heritage Investors Management Corp | 11,775 | $511.0K | 0.02% | +800+7.3% | Added |
| Aviance Capital Partners, LLC | 11,673 | $506.4K | 0.07% | +3,093+36.0% | Added |
| Sculati Wealth Management, LLC | 11,659 | $505.8K | 0.20% | 00.0% | Unchanged |
| Wright Investors Service Inc | 11,642 | $505.0K | 0.16% | −24,425−67.7% | Reduced |
| 3Chopt Investment Partners, LLC | 11,633 | $504.6K | 0.17% | +11,633 | New |
| Intrust Bank NA | 11,541 | $500.6K | 0.05% | −599−4.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,531 | $500.0K | 0.22% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 11,508 | $499.2K | 0.03% | −39−0.3% | Reduced |
| Wedbush Securities Inc | 11,475 | $498.0K | 0.02% | +11,475 | New |
| Equitable Holdings, Inc. | 11,443 | $496.4K | 0.00% | −313−2.7% | Reduced |
| Adapt Wealth Advisors, LLC | 11,435 | $496.1K | 0.24% | +3,385+42.0% | Added |
| Moneta Group Investment Advisors LLC | 11,422 | $495.5K | 0.01% | −5,512−32.5% | Reduced |
| Perigon Wealth Management, LLC | 10,836 | $487.4K | 0.01% | +1,661+18.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,166 | $484.4K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11,129 | $482.8K | 0.14% | −60−0.5% | Reduced |
| Waterloo Capital, L.P. | 11,120 | $482.4K | 0.05% | −1,009−8.3% | Reduced |
| SLT Holdings LLC | 11,114 | $482.1K | 0.46% | +11,114 | New |
| Cidel Asset Management Inc | 11,111 | $482.0K | 0.03% | −360−3.1% | Reduced |
| Sowell Financial Services LLC | 11,103 | $481.6K | 0.03% | −359−3.1% | Reduced |
| Longfellow Investment Management Co LLC | 11,083 | $480.8K | 0.12% | −711−6.0% | Reduced |
| BSW Wealth Partners | 11,047 | $479.2K | 0.07% | +682+6.6% | Added |
| First Hawaiian Bank | 11,043 | $479.0K | 0.02% | −21,736−66.3% | Reduced |
| Parallel Advisors, LLC | 11,003 | $477.3K | 0.01% | −38−0.3% | Reduced |
| Franklin Street Advisors Inc | 10,957 | $475.0K | 0.03% | +1,200+12.3% | Added |
| Roxbury Financial LLC | 9,958 | $474.8K | 0.46% | +9,958 | New |
| Crawford Investment Counsel Inc | 10,904 | $473.0K | 0.01% | −173−1.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,903 | $473.0K | 0.01% | −2,627−19.4% | Reduced |
| Perpetual Ltd | 10,851 | $470.7K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,826 | $469.6K | 0.03% | −32,651−75.1% | Reduced |
| Koshinski Asset Management, Inc. | 10,825 | $469.6K | 0.04% | +225+2.1% | Added |
| Quest Partners LLC | 10,824 | $469.5K | 0.06% | +6,070+127.7% | Added |
| Alliance Wealth Advisors, LLC | 10,803 | $468.6K | 0.27% | +27+0.3% | Added |
| Financial Management Professionals, Inc. | 10,693 | $463.9K | 0.06% | +1,211+12.8% | Added |
| BLB&B Advisors, LLC | 10,620 | $460.7K | 0.02% | +11+0.1% | Added |
| Valmark Advisers, Inc. | 10,585 | $459.2K | 0.01% | +13+0.1% | Added |
| Sage Mountain Advisors LLC | 10,584 | $459.1K | 0.03% | +473+4.7% | Added |
| Verum Partners LLC | 10,565 | $458.3K | 0.13% | +39+0.4% | Added |
| Pine Harbor Wealth Management, LLC | 10,508 | $455.8K | 0.18% | −270−2.5% | Reduced |