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 |
|---|---|---|---|---|---|
| Novus Advisors, LLC | 8,035 | $348.6K | 0.35% | +8,035 | New |
| Centiva Capital, LP | 8,017 | $347.8K | 0.01% | −16,717−67.6% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $347.0K | 0.01% | 00.0% | Unchanged |
| Alpha Wealth Funds, LLC | 8,000 | $347.0K | 0.36% | +8,000 | New |
| Scotia Capital Inc. | 7,953 | $345.0K | 0.00% | +19+0.2% | Added |
| Toth Financial Advisory Corp | 7,871 | $341.5K | 0.04% | +1,213+18.2% | Added |
| Birmingham Capital Management Co Inc | 7,856 | $340.8K | 0.13% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 7,802 | $338.5K | 0.11% | −1,658−17.5% | Reduced |
| MBL Wealth, LLC | 7,740 | $335.8K | 0.03% | +483+6.7% | Added |
| 1st Source Bank | 7,735 | $335.5K | 0.02% | +1,272+19.7% | Added |
| Hill Investment Group Partners, LLC | 7,734 | $335.5K | 0.04% | +139+1.8% | Added |
| Aaron Wealth Advisors | 7,712 | $334.5K | 0.04% | +227+3.0% | Added |
| Aldebaran Financial Inc. | 7,711 | $334.4K | 0.39% | +623+8.8% | Added |
| Morris Financial Concepts, Inc. | 7,688 | $333.5K | 0.14% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 7,577 | $328.7K | 0.26% | +7,577 | New |
| Personal Cfo Solutions, LLC | 7,508 | $325.7K | 0.06% | +94+1.3% | Added |
| Haverford Trust Co | 7,489 | $324.9K | 0.00% | −5,140−40.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,489 | $324.9K | 0.03% | −4,469−37.4% | Reduced |
| Park Place Capital Corp | 7,477 | $324.4K | 0.09% | −3,003−28.7% | Reduced |
| Whipplewood Advisors, LLC | 7,451 | $323.2K | 0.18% | +7,451 | New |
| Change Path, LLC | 7,428 | $322.2K | 0.01% | −6,404−46.3% | Reduced |
| Stone Point Wealth LLC | 7,400 | $321.0K | 0.11% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 7,391 | $320.6K | 0.01% | +7,391 | New |
| BankPlus Wealth Management LLC | 7,378 | $320.0K | 0.24% | +7,378 | New |
| Flow Traders U.S. LLC | 7,370 | $320.0K | 0.01% | +7,370 | New |
| SRS Capital Advisors, Inc. | 7,363 | $319.4K | 0.02% | +3,801+106.7% | Added |
| Ci Investments Inc. | 7,361 | $319.0K | 0.00% | +1,822+32.9% | Added |
| Beverly Hills Private Wealth, LLC | 7,328 | $317.9K | 0.06% | −229−3.0% | Reduced |
| LifeWealth Investments, LLC | 7,323 | $317.7K | 0.21% | +7,323 | New |
| Hexagon Capital Partners LLC | 7,309 | $317.1K | 0.06% | −10−0.1% | Reduced |
| tru Independence LLC | 7,309 | $317.1K | 0.10% | +46+0.6% | Added |
| Aegis Wealth Management LLC | 7,277 | $315.7K | 0.21% | +7,277 | New |
| Bingham Private Wealth, LLC | 7,267 | $315.2K | 0.34% | +7,267 | New |
| Daymark Wealth Partners, LLC | 7,231 | $313.7K | 0.01% | +305+4.4% | Added |
| Northstar Asset Management LLC | 7,193 | $312.0K | 0.07% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 7,119 | $308.8K | 0.04% | −319−4.3% | Reduced |
| Paragon Capital Management Ltd | 7,111 | $308.5K | 0.06% | −88−1.2% | Reduced |
| Select Asset Management & Trust | 7,097 | $308.0K | 0.12% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 7,086 | $307.4K | 0.04% | +300+4.4% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 7,042 | $305.5K | 0.32% | +25+0.4% | Added |
| Harvest Fund Management Co., Ltd | 7,015 | $304.0K | 0.01% | +7,015 | New |
| Greatmark Investment Partners, Inc. | 7,002 | $303.8K | 0.04% | +1,324+23.3% | Added |
| Itau Unibanco Holding S.A. | 7,000 | $303.6K | 0.01% | +7,000 | New |
| Prevail Innovative Wealth Advisors, LLC | 6,998 | $303.6K | 0.09% | +6,998 | New |
| Convergence Financial, LLC | 6,962 | $302.0K | 0.06% | −321−4.4% | Reduced |
| Biltmore Family Office, LLC | 6,950 | $301.5K | 0.05% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 6,942 | $301.1K | 0.00% | +1,093+18.7% | Added |
| Accurate Wealth Management, LLC | 6,994 | $299.3K | 0.06% | −1,171−14.3% | Reduced |
| Capital City Trust Co | 6,857 | $297.5K | 0.07% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 6,848 | $297.1K | 0.06% | +1,298+23.4% | Added |
| Catalyst Financial Partners LLC | 6,846 | $297.0K | 0.06% | +29+0.4% | Added |
| Fonville Wealth Management LLC | 6,841 | $296.8K | 0.10% | −873−11.3% | Reduced |
| Keystone Financial Group | 6,798 | $295.7K | 0.03% | +22+0.3% | Added |
| Sapient Capital LLC | 6,768 | $293.6K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 6,745 | $292.6K | 0.02% | +550+8.9% | Added |
| Meridian Financial Partners LLC | 6,721 | $292.0K | 0.15% | +189+2.9% | Added |
| Nilsine Partners, LLC | 6,701 | $290.7K | 0.03% | +1,325+24.6% | Added |
| Heartwood Wealth Advisors LLC | 6,698 | $290.6K | 0.03% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 6,678 | $289.7K | 0.06% | +740+12.5% | Added |
| Cambria Investment Management, L.P. | 6,678 | $289.7K | 0.02% | +6,678 | New |
| Eisler Capital Management Ltd. | 6,671 | $289.1K | 0.01% | +6,671 | New |
| Wagner Wealth Management, LLC | 6,658 | $288.8K | 0.07% | −45−0.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,650 | $288.5K | 0.04% | +322+5.1% | Added |
| Councilmark Asset Management, LLC | 6,650 | $288.5K | 0.19% | 00.0% | Unchanged |
| Headinvest, LLC | 6,631 | $287.7K | 0.05% | −2,622−28.3% | Reduced |
| 1776 Wealth LLC | 6,600 | $286.3K | 0.13% | −3,900−37.1% | Reduced |
| Secure Asset Management, LLC | 6,572 | $285.1K | 0.04% | −173−2.6% | Reduced |
| Peachtree Investment Partners, LLC | 6,554 | $284.3K | 0.11% | −175−2.6% | Reduced |
| Geller Advisors LLC | 6,553 | $284.3K | 0.02% | +156+2.4% | Added |
| Quotient Wealth Partners, LLC | 6,528 | $283.2K | 0.01% | −223−3.3% | Reduced |
| Canton Hathaway, LLC | 6,516 | $283.0K | 0.07% | 00.0% | Unchanged |
| Family Legacy, Inc. | 6,433 | $282.7K | 0.10% | 00.0% | Unchanged |
| Timonier Family Office, LTD. | 6,492 | $281.6K | 0.14% | +6,492 | New |
| Kovack Advisors, Inc. | 6,468 | $280.6K | 0.03% | −327−4.8% | Reduced |
| WBH Advisory Inc | 6,395 | $277.4K | 0.03% | −729−10.2% | Reduced |
| Conning Inc. | 6,362 | $276.0K | 0.01% | −1,310−17.1% | Reduced |
| Bristlecone Advisors, LLC | 6,338 | $274.9K | 0.02% | −2,101−24.9% | Reduced |
| Integrated Advisors Network LLC | 6,316 | $274.0K | 0.01% | +291+4.8% | Added |
| Grove Bank & Trust | 6,311 | $273.8K | 0.04% | +868+15.9% | Added |
| Transcend Wealth Collective, LLC | 6,301 | $273.3K | 0.02% | −61−1.0% | Reduced |
| Avestar Capital, LLC | 6,299 | $273.3K | 0.02% | +250+4.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,289 | $272.8K | 0.01% | +1,855+41.8% | Added |
| Stonegate Investment Group, LLC | 6,277 | $272.3K | 0.01% | +1,473+30.7% | Added |
| Patrick M Sweeney & Associates, Inc | 6,246 | $271.0K | 0.20% | +10.0% | Added |
| RiverFront Investment Group, LLC | 6,223 | $270.0K | 0.01% | +110+1.8% | Added |
| Cassady Schiller Wealth Management, LLC | 6,222 | $269.9K | 0.10% | +50+0.8% | Added |
| Phillips Wealth Planners LLC | 6,305 | $269.7K | 0.27% | −38−0.6% | Reduced |
| LifePlan Financial, LLC | 6,200 | $269.0K | 0.24% | −277−4.3% | Reduced |
| Rakuten Securities, Inc. | 6,185 | $268.3K | 0.11% | −336−5.2% | Reduced |
| New Wave Wealth Advisors LLC | 6,180 | $268.1K | 0.11% | −372−5.7% | Reduced |
| 1620 Investment Advisors, Inc. | 6,163 | $267.3K | 0.20% | −124−2.0% | Reduced |
| Sunpointe, LLC | 6,162 | $267.3K | 0.13% | +49+0.8% | Added |
| Fortress Wealth Group, LLC | 5,694 | $267.0K | 0.13% | +234+4.3% | Added |
| Capital Square, LLC | 5,663 | $266.2K | 0.15% | +53+0.9% | Added |
| Altrius Capital Management Inc | 6,127 | $265.8K | 0.07% | +10.0% | Added |
| Golden State Equity Partners | 6,124 | $265.7K | 0.05% | −2,715−30.7% | Reduced |
| United Community Bank | 6,103 | $264.7K | 0.10% | −225−3.6% | Reduced |
| Avaii Wealth Management, LLC | 6,102 | $264.7K | 0.13% | −130−2.1% | Reduced |
| GeoWealth Management, LLC | 6,079 | $263.7K | 0.01% | −288−4.5% | Reduced |
| FDx Advisors, Inc. | 6,065 | $263.0K | 0.08% | −361−5.6% | Reduced |