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 |
|---|---|---|---|---|---|
| Davis R M Inc | 6,036 | $261.8K | 0.01% | +1,038+20.8% | Added |
| Avantra Family Wealth, Inc. | 6,035 | $261.8K | 0.24% | +6,035 | New |
| Main Street Financial Solutions, LLC | 5,996 | $260.1K | 0.03% | −156−2.5% | Reduced |
| CVA Family Office, LLC | 5,964 | $258.7K | 0.04% | +348+6.2% | Added |
| Evermay Wealth Management LLC | 5,955 | $258.3K | 0.04% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 5,951 | $258.1K | 0.21% | +5,951 | New |
| RMB Capital Management, LLC | 5,947 | $258.0K | 0.01% | +20.0% | Added |
| Strategic Wealth Designers | 5,941 | $257.7K | 0.02% | −63−1.0% | Reduced |
| Everstar Asset Management, LLC | 5,920 | $256.8K | 0.18% | +5,920 | New |
| Lantz Financial LLC | 5,916 | $256.6K | 0.07% | +184+3.2% | Added |
| Klingenstein Fields & Co LP | 5,912 | $256.5K | 0.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 5,895 | $255.7K | 0.01% | +5,895 | New |
| Rock Point Advisors, LLC | 5,875 | $254.9K | 0.07% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5,836 | $254.0K | 0.03% | −80−1.4% | Reduced |
| Farmers Trust Co | 5,834 | $253.1K | 0.05% | −550−8.6% | Reduced |
| D'Orazio & Associates, Inc. | 5,816 | $252.3K | 0.04% | +36+0.6% | Added |
| Capital Analysts, LLC | 5,814 | $252.0K | 0.01% | +1,216+26.4% | Added |
| Ameritas Advisory Services, LLC | 5,795 | $251.4K | 0.01% | +5,795 | New |
| Lindbrook Capital, LLC | 5,780 | $250.7K | 0.02% | +68+1.2% | Added |
| Waddell & Associates, LLC | 5,775 | $250.5K | 0.03% | +24+0.4% | Added |
| Calton & Associates, Inc. | 5,771 | $250.3K | 0.11% | −4−0.1% | Reduced |
| Capstone Investment Advisors, LLC | 5,762 | $250.0K | 0.00% | +149+2.7% | Added |
| Baron Wealth Management LLC | 5,727 | $248.4K | 0.12% | −6−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 5,709 | $248.1K | 0.01% | −520−8.3% | Reduced |
| TAGStone Capital, Inc. | 5,725 | $248.0K | 0.12% | +5,725 | New |
| Traveka Wealth, LLC | 5,699 | $247.2K | 0.14% | −12−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,697 | $247.1K | 0.01% | +5,697 | New |
| Castleview Partners, LLC | 5,659 | $245.2K | 0.13% | +531+10.4% | Added |
| Ritholtz Wealth Management | 5,628 | $244.1K | 0.01% | +5,628 | New |
| Trust Point Inc. | 5,627 | $244.1K | 0.02% | +47+0.8% | Added |
| Smith Thornton Advisors LLC | 5,602 | $243.0K | 0.15% | −173−3.0% | Reduced |
| Smith & Howard Wealth Management, LLC | 5,575 | $241.8K | 0.07% | −8,911−61.5% | Reduced |
| SageView Advisory Group, LLC | 5,528 | $239.8K | 0.01% | +5,528 | New |
| Fortis Capital Advisors, LLC | 5,382 | $239.3K | 0.08% | −9,935−64.9% | Reduced |
| Signal Advisors Wealth, LLC | 5,507 | $238.9K | 0.03% | +5,507 | New |
| High Net Worth Advisory Group LLC | 5,477 | $237.6K | 0.07% | 00.0% | Unchanged |
| Central Trust Co | 5,475 | $237.5K | 0.01% | −186−3.3% | Reduced |
| Lantern Wealth Advisors, LLC | 5,473 | $237.4K | 0.15% | +412+8.1% | Added |
| Mather Group, LLC. | 5,471 | $237.4K | 0.00% | +46+0.8% | Added |
| Muirfield Wealth Advisors LLC | 5,468 | $237.2K | 0.20% | +59+1.1% | Added |
| Simon Quick Advisors, LLC | 5,466 | $237.1K | 0.01% | +697+14.6% | Added |
| Advisory Alpha, LLC | 5,464 | $237.1K | 0.01% | −115−2.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,452 | $236.5K | 0.00% | +294+5.7% | Added |
| USA Financial Portformulas Corp | 5,442 | $236.1K | 0.04% | −90−1.6% | Reduced |
| Tritonpoint Wealth, LLC | 5,433 | $235.7K | 0.02% | −2,171−28.6% | Reduced |
| Cable Hill Partners, LLC | 5,431 | $235.6K | 0.02% | −829−13.2% | Reduced |
| Cannon Wealth Management Services, LLC | 5,014 | $235.1K | 0.20% | −610−10.8% | Reduced |
| Tompkins Financial Corp | 5,412 | $234.8K | 0.02% | +2,241+70.7% | Added |
| Apexium Financial, LP | 5,402 | $234.3K | 0.01% | +460+9.3% | Added |
| Next Level Private LLC | 5,385 | $233.6K | 0.09% | +57+1.1% | Added |
| Mountain Pacific Investment Advisers Inc | 5,366 | $232.8K | 0.02% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 5,360 | $232.5K | 0.04% | −48−0.9% | Reduced |
| Cape Investment Advisory, Inc. | 5,344 | $231.8K | 0.09% | +36+0.7% | Added |
| Chicago Partners Investment Group LLC | 5,270 | $231.6K | 0.01% | +122+2.4% | Added |
| SC&H Financial Advisors, Inc. | 5,333 | $231.3K | 0.05% | 00.0% | Unchanged |
| Balboa Wealth Partners | 5,324 | $231.0K | 0.05% | +5,324 | New |
| Augustine Asset Management Inc | 5,318 | $230.7K | 0.06% | −244−4.4% | Reduced |
| TradeWell Securities, LLC. | 5,311 | $230.4K | 0.12% | +5,311 | New |
| Caldwell Trust Co | 5,310 | $230.3K | 0.02% | −1,578−22.9% | Reduced |
| Future Financial Wealth Managment LLC | 5,300 | $229.9K | 0.17% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 5,266 | $228.4K | 0.13% | +5,266 | New |
| Element Wealth, LLC | 5,259 | $228.1K | 0.12% | +9+0.2% | Added |
| West Family Investments, Inc. | 5,256 | $228.0K | 0.08% | −46−0.9% | Reduced |
| Mendel Money Management | 5,224 | $226.6K | 0.10% | −600−10.3% | Reduced |
| PFW Advisors LLC | 5,221 | $226.5K | 0.07% | +5,221 | New |
| M. Kulyk & Associates, LLC | 5,210 | $226.0K | 0.05% | −16−0.3% | Reduced |
| Philadelphia Trust Co | 5,207 | $226.0K | 0.02% | −1,045−16.7% | Reduced |
| First Dallas Securities Inc. | 5,200 | $226.0K | 0.09% | +5,200 | New |
| Keynote Financial Services LLC | 5,203 | $225.7K | 0.17% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,200 | $225.6K | 0.08% | −1,200−18.8% | Reduced |
| Montchanin Asset Management, LLC | 5,190 | $225.0K | 0.22% | −6,500−55.6% | Reduced |
| Cassia Capital Partners, LLC | 5,149 | $223.4K | 0.14% | −2,162−29.6% | Reduced |
| L2 Asset Management, LLC | 5,140 | $223.0K | 0.05% | −142−2.7% | Reduced |
| Nixon Peabody Trust Co | 5,137 | $222.8K | 0.02% | +5,137 | New |
| Atlantic Family Wealth, LLC | 5,108 | $221.6K | 0.26% | +5,108 | New |
| Journey Strategic Wealth LLC | 5,105 | $221.5K | 0.01% | +5,105 | New |
| Shayne & Co., LLC | 5,086 | $220.6K | 0.06% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 5,076 | $220.2K | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,075 | $220.2K | 0.03% | −850−14.3% | Reduced |
| Chicago Capital, LLC | 5,068 | $219.9K | 0.01% | +5,068 | New |
| Yeomans Consulting Group, Inc. | 5,062 | $219.6K | 0.08% | −24−0.5% | Reduced |
| World Equity Group, Inc. | 5,050 | $219.1K | 0.05% | +5,050 | New |
| LongView Wealth Management | 4,975 | $215.8K | 0.07% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 4,553 | $215.5K | 0.04% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,967 | $215.5K | 0.07% | −616−11.0% | Reduced |
| Anchor Pointe Wealth Management, LLC | 4,960 | $215.1K | 0.28% | +4,960 | New |
| Invesco, LLC | 4,936 | $214.1K | 0.09% | −649−11.6% | Reduced |
| VSM Wealth Advisory, LLC | 4,930 | $213.9K | 0.08% | +4,930 | New |
| TrueWealth Advisors, LLC | 4,913 | $213.1K | 0.07% | +53+1.1% | Added |
| Western Wealth Management, LLC | 4,910 | $213.0K | 0.01% | −188−3.7% | Reduced |
| LexAurum Advisors, LLC | 4,909 | $213.0K | 0.04% | −2,192−30.9% | Reduced |
| Harbour Trust & Investment Management Co | 4,906 | $212.8K | 0.02% | −298−5.7% | Reduced |
| Ausdal Financial Partners, Inc. | 4,888 | $212.0K | 0.02% | +4,888 | New |
| Norden Group LLC | 4,876 | $211.5K | 0.02% | +4,876 | New |
| American Capital Advisory, LLC | 4,876 | $211.5K | 0.12% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $211.0K | 0.09% | 00.0% | Unchanged |
| Eastern Bank | 4,859 | $210.8K | 0.00% | +381+8.5% | Added |
| Fidelis Capital Partners, LLC | 4,479 | $210.0K | 0.02% | +4,479 | New |
| First American Trust, FSB | 4,833 | $209.7K | 0.02% | −592−10.9% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 4,825 | $209.3K | 0.07% | +83+1.8% | Added |