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 |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 10,477 | $454.5K | 0.05% | +321+3.2% | Added |
| Concord Asset Management, LLC | 10,449 | $453.3K | 0.10% | −55,237−84.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,445 | $453.1K | 0.01% | +46+0.4% | Added |
| Successful Portfolios LLC | 10,354 | $449.2K | 0.30% | +6+0.1% | Added |
| EverSource Wealth Advisors, LLC | 10,320 | $447.7K | 0.03% | +2,055+24.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,316 | $447.5K | 0.05% | −7−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,298 | $446.7K | 0.01% | −80−0.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 10,273 | $445.6K | 0.00% | +10,273 | New |
| Banco Santander, S.A. | 10,233 | $443.9K | 0.01% | +4,659+83.6% | Added |
| Stonebridge Financial Group, LLC | 10,214 | $443.1K | 0.05% | +10,214 | New |
| Clarius Group, LLC | 10,207 | $442.8K | 0.03% | −45−0.4% | Reduced |
| Taylor Hoffman Capital Management LLC | 10,188 | $442.0K | 0.16% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 10,147 | $440.2K | 0.01% | −550−5.1% | Reduced |
| Kennebec Savings Bank | 10,208 | $440.2K | 0.44% | +313+3.2% | Added |
| Legacy Capital Group California, Inc. | 10,142 | $440.0K | 0.13% | −100−1.0% | Reduced |
| Rehmann Capital Advisory Group | 10,132 | $439.5K | 0.03% | +664+7.0% | Added |
| Axq Capital, LP | 10,077 | $437.1K | 0.20% | +3,128+45.0% | Added |
| American Assets Inc | 10,000 | $433.8K | 0.13% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 9,975 | $432.7K | 0.06% | −645−6.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 9,957 | $431.9K | 0.11% | −1,544−13.4% | Reduced |
| Boltwood Capital Management | 9,935 | $431.0K | 0.13% | −450−4.3% | Reduced |
| Waldron Private Wealth LLC | 9,927 | $430.6K | 0.02% | −111−1.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,863 | $427.8K | 0.03% | +9,099+1,191.0% | Added |
| HBK Sorce Advisory LLC | 9,834 | $426.6K | 0.01% | +1,970+25.1% | Added |
| Capital International Sarl | 9,812 | $425.6K | 0.01% | +2,620+36.4% | Added |
| WealthTrust Axiom LLC | 9,811 | $425.6K | 0.13% | −133−1.3% | Reduced |
| Shell Asset Management Co | 9,798 | $425.0K | 0.02% | +142+1.5% | Added |
| Cypress Capital Group | 9,772 | $423.9K | 0.05% | −414−4.1% | Reduced |
| Southeast Asset Advisors Inc. | 9,765 | $423.6K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 9,744 | $422.7K | 0.03% | +1,069+12.3% | Added |
| Valley National Advisers Inc | 9,721 | $421.0K | 0.08% | +604+6.6% | Added |
| Paradigm Financial Partners, LLC | 9,630 | $417.7K | 0.05% | +2,838+41.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,617 | $417.2K | 0.00% | +71+0.7% | Added |
| Catalyst Funds Management Pty Ltd | 9,600 | $416.4K | 0.10% | +9,600 | New |
| NFP Retirement, Inc. | 9,600 | $416.4K | 0.03% | +10+0.1% | Added |
| Manske Wealth Management | 9,599 | $416.4K | 0.17% | +9,599 | New |
| Quadrant Capital Group LLC | 9,493 | $411.8K | 0.03% | +96+1.0% | Added |
| 5T Wealth, LLC | 9,425 | $408.9K | 0.22% | +9,425 | New |
| Outfitter Financial LLC | 9,386 | $407.2K | 0.33% | −3,745−28.5% | Reduced |
| Parkside Financial Bank & Trust | 9,383 | $407.0K | 0.05% | −546−5.5% | Reduced |
| Smith, Salley & Associates | 9,332 | $404.8K | 0.03% | −411−4.2% | Reduced |
| Fiducient Advisors LLC | 9,315 | $404.1K | 0.05% | +400+4.5% | Added |
| Rede Wealth, LLC | 9,282 | $402.6K | 0.15% | −26−0.3% | Reduced |
| MTM Investment Management, LLC | 9,230 | $400.4K | 0.15% | +14+0.2% | Added |
| Summit Asset Management, LLC | 9,207 | $399.4K | 0.07% | +15+0.2% | Added |
| Pettee Investors, Inc. | 9,195 | $398.9K | 0.20% | −470−4.9% | Reduced |
| Sage Investment Counsel LLC | 9,182 | $398.3K | 0.52% | +9,182 | New |
| Pallas Capital Advisors LLC | 9,161 | $397.4K | 0.02% | +22+0.2% | Added |
| Parthenon LLC | 9,155 | $397.1K | 0.05% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 9,148 | $396.8K | 0.16% | −892−8.9% | Reduced |
| Aspiriant, LLC | 9,143 | $396.6K | 0.01% | +11+0.1% | Added |
| Everett Harris & Co | 9,133 | $396.2K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 9,127 | $395.9K | 0.02% | +21+0.2% | Added |
| Keudell/Morrison Wealth Management | 9,117 | $395.5K | 0.10% | −1,270−12.2% | Reduced |
| Continuum Advisory, LLC | 9,084 | $394.1K | 0.05% | +980+12.1% | Added |
| Arlington Trust Co LLC | 9,077 | $393.8K | 0.08% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9,065 | $393.2K | 0.08% | −1,626−15.2% | Reduced |
| ICONIQ Capital, LLC | 9,051 | $392.6K | 0.01% | +9,051 | New |
| CNB Bank | 9,044 | $392.3K | 0.18% | −1,974−17.9% | Reduced |
| Hayek Kallen Investment Management | 9,047 | $392.0K | 0.14% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 9,013 | $391.0K | 0.24% | +9,013 | New |
| Clark Capital Management Group, Inc. | 9,001 | $390.5K | 0.00% | +529+6.2% | Added |
| Whittier Trust Co of Nevada Inc | 8,948 | $388.2K | 0.01% | −323−3.5% | Reduced |
| HHM Wealth Advisors, LLC | 8,928 | $387.3K | 0.05% | +95+1.1% | Added |
| DRW Securities, LLC | 8,917 | $386.8K | 0.03% | −113,395−92.7% | Reduced |
| Howard Capital Management Inc. | 8,815 | $382.4K | 0.01% | +454+5.4% | Added |
| Malaga Cove Capital, LLC | 8,796 | $381.6K | 0.15% | −110−1.2% | Reduced |
| Quantessence Capital LLC | 8,766 | $380.3K | 0.16% | +8,766 | New |
| International Private Wealth Advisors LLC | 8,761 | $380.1K | 0.38% | +154+1.8% | Added |
| Ellevest, Inc. | 8,746 | $379.4K | 0.02% | −1,225−12.3% | Reduced |
| Hardy Reed LLC | 8,742 | $379.2K | 0.03% | +2,980+51.7% | Added |
| Cobblestone Capital Advisors LLC | 8,735 | $378.9K | 0.02% | −5,310−37.8% | Reduced |
| Selective Wealth Management, Inc. | 8,545 | $375.2K | 0.15% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 8,749 | $374.3K | 0.02% | +8,749 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 8,512 | $369.3K | 0.03% | −143−1.7% | Reduced |
| Chiron Capital Management, LLC | 8,507 | $369.0K | 0.35% | −402−4.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,490 | $368.3K | 0.01% | +1,747+25.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,485 | $368.1K | 0.04% | +700+9.0% | Added |
| MainStreet Investment Advisors LLC | 8,481 | $367.9K | 0.05% | −395−4.5% | Reduced |
| Eagle Strategies LLC | 8,457 | $366.9K | 0.06% | −48−0.6% | Reduced |
| Colonial River Wealth Management, LLC | 8,447 | $366.4K | 0.18% | −54−0.6% | Reduced |
| Fisher Asset Management, LLC | 8,431 | $365.7K | 0.00% | +436+5.5% | Added |
| LBMC Investment Advisors, LLC | 8,415 | $365.0K | 0.03% | +317+3.9% | Added |
| Westpac Banking Corp | 8,397 | $364.3K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 8,395 | $364.2K | 0.02% | +263+3.2% | Added |
| Ti-Trust, Inc | 8,330 | $361.4K | 0.24% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 8,322 | $361.0K | 0.07% | −94−1.1% | Reduced |
| CX Institutional | 8,306 | $360.4K | 0.01% | −428−4.9% | Reduced |
| Cim Investment Mangement Inc | 8,231 | $357.1K | 0.10% | +31+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 8,222 | $356.7K | 0.02% | −4,275−34.2% | Reduced |
| IFP Advisors, Inc | 8,220 | $356.6K | 0.01% | +1,211+17.3% | Added |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $356.1K | 0.08% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 8,198 | $355.6K | 0.10% | +8,198 | New |
| Abacus Planning Group, Inc. | 8,168 | $354.3K | 0.06% | 00.0% | Unchanged |
| New Hampshire Trust | 8,143 | $353.2K | 0.07% | +146+1.8% | Added |
| Institute for Wealth Management, LLC. | 8,134 | $352.9K | 0.04% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 8,159 | $351.8K | 0.22% | −1,059−11.5% | Reduced |
| Sterling Capital Management LLC | 8,079 | $350.5K | 0.00% | −2,013−19.9% | Reduced |
| Formidable Asset Management, LLC | 8,077 | $350.4K | 0.06% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 8,036 | $348.6K | 0.34% | +8,036 | New |