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 |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 4,818 | $209.0K | 0.09% | +24+0.5% | Added |
| Family Firm, Inc. | 4,758 | $206.4K | 0.05% | +17+0.4% | Added |
| Lafayette Investments, Inc. | 4,727 | $205.1K | 0.04% | −3,118−39.7% | Reduced |
| Sound Income Strategies, LLC | 4,710 | $204.3K | 0.01% | −66−1.4% | Reduced |
| Thoroughbred Financial Services, LLC | 4,705 | $204.0K | 0.01% | −296−5.9% | Reduced |
| Alaethes Wealth LLC | 4,694 | $203.6K | 0.07% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 4,684 | $203.2K | 0.11% | +4,684 | New |
| ProVise Management Group, LLC | 4,683 | $203.1K | 0.02% | −58−1.2% | Reduced |
| Ambassador Advisors, LLC | 4,665 | $202.4K | 0.03% | +4,665 | New |
| GWN Securities Inc. | 4,314 | $202.1K | 0.05% | +4,314 | New |
| Delta Financial Group, Inc. | 4,646 | $202.0K | 0.05% | −320−6.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4,645 | $202.0K | 0.00% | +3,435+283.9% | Added |
| ASB Consultores, LLC | 4,631 | $200.9K | 0.08% | −610−11.6% | Reduced |
| PDS Planning, Inc | 4,627 | $200.7K | 0.02% | −945−17.0% | Reduced |
| Arbor Investment Advisors, LLC | 4,622 | $200.5K | 0.03% | −79,069−94.5% | Reduced |
| HTLF Bank | 4,615 | $200.2K | 0.02% | +4,615 | New |
| Horizon Bancorp Inc | 4,481 | $194.0K | 0.09% | −38−0.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,452 | $193.1K | 0.05% | +3,949+785.1% | Added |
| Bollard Group LLC | 4,373 | $190.0K | 0.01% | +47+1.1% | Added |
| J.Safra Asset Management Corp | 4,367 | $189.4K | 0.02% | +4,367 | New |
| Accordant Advisory Group Inc | 4,299 | $186.5K | 0.18% | −225−5.0% | Reduced |
| LRI Investments, LLC | 4,179 | $181.3K | 0.02% | −827−16.5% | Reduced |
| Cromwell Holdings LLC | 4,108 | $178.2K | 0.10% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,048 | $175.6K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,000 | $173.5K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,997 | $173.4K | 0.14% | −75−1.8% | Reduced |
| Harbour Investments, Inc. | 3,960 | $171.8K | 0.00% | −353−8.2% | Reduced |
| Nemes Rush Group LLC | 3,797 | $164.7K | 0.02% | −1,436−27.4% | Reduced |
| Washington Trust Co | 3,673 | $159.3K | 0.01% | −9−0.2% | Reduced |
| Dakota Community Bank & Trust NA | 3,658 | $158.7K | 0.75% | −220−5.7% | Reduced |
| Global Trust Asset Management, LLC | 3,651 | $158.4K | 0.06% | +3,401+1,360.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,637 | $157.8K | 0.09% | −457−11.2% | Reduced |
| Manchester Capital Management LLC | 3,610 | $156.6K | 0.02% | +5+0.1% | Added |
| Fairscale Capital, LLC | 3,503 | $152.0K | 0.13% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,477 | $150.8K | 0.01% | +208+6.4% | Added |
| Oarsman Capital, Inc. | 3,473 | $150.7K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,449 | $149.6K | 0.03% | −950−21.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,314 | $143.8K | 0.07% | −31−0.9% | Reduced |
| Asset Dedication, LLC | 3,294 | $142.9K | 0.01% | −569−14.7% | Reduced |
| MV Capital Management, Inc. | 3,279 | $142.2K | 0.02% | −10.0% | Reduced |
| Deseret Mutual Benefit Administrators | 3,234 | $140.3K | 0.07% | −265−7.6% | Reduced |
| TD Waterhouse Canada Inc. | 3,183 | $138.1K | 0.00% | +994+45.4% | Added |
| AdvisorNet Financial, Inc | 3,112 | $135.0K | 0.01% | −555−15.1% | Reduced |
| Kestra Investment Management, LLC | 3,076 | $133.5K | 0.01% | +3,076 | New |
| WFA Asset Management Corp | 3,075 | $133.4K | 0.07% | +3,075 | New |
| First PREMIER Bank | 3,000 | $130.0K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,963 | $128.6K | 0.03% | +971+48.7% | Added |
| Aster Capital Management (DIFC) Ltd | 2,895 | $125.6K | 0.05% | −727−20.1% | Reduced |
| Boyd Watterson Asset Management LLC | 2,858 | $124.0K | 0.03% | −29−1.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2,858 | $124.0K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 2,838 | $123.1K | 0.04% | 00.0% | Unchanged |
| Investment Management Corp | 2,803 | $121.6K | 0.11% | +2,803 | New |
| Cary Street Partner Investment Advisory LLC | 2,767 | $120.0K | 0.08% | −69,645−96.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,746 | $119.1K | 0.04% | −125−4.4% | Reduced |
| Riverview Trust Co | 2,712 | $117.6K | 0.11% | −603−18.2% | Reduced |
| Evolution Advisers, Inc. | 74,786 | $114.0K | 0.06% | −79−0.1% | Reduced |
| Quent Capital, LLC | 2,626 | $113.9K | 0.01% | +350+15.4% | Added |
| Silvant Capital Management LLC | 2,587 | $112.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,565 | $111.2K | 0.03% | +132+5.4% | Added |
| Natixis | 2,509 | $108.8K | 0.00% | −275,813−99.1% | Reduced |
| Millstone Evans Group, LLC | 2,483 | $107.7K | 0.07% | +2,483 | New |
| Chilton Capital Management LLC | 2,450 | $106.3K | 0.00% | −81−3.2% | Reduced |
| Cranbrook Wealth Management, LLC | 2,430 | $105.4K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,416 | $104.8K | 0.02% | −171−6.6% | Reduced |
| SBI Securities Co., Ltd. | 2,403 | $104.2K | 0.00% | +2,403 | New |
| POM Investment Strategies, LLC | 2,394 | $103.9K | 0.08% | +1,301+119.0% | Added |
| Exchange Traded Concepts, LLC | 2,371 | $102.9K | 0.00% | +364+18.1% | Added |
| Clear Investment Research, LLC | 2,360 | $102.4K | 0.14% | −121−4.9% | Reduced |
| Aventura Private Wealth, LLC | 2,253 | $97.7K | 0.05% | +2,253 | New |
| Caitong International Asset Management Co., Ltd | 2,250 | $97.6K | 0.10% | +2,250 | New |
| Sunbelt Securities, Inc. | 2,208 | $95.7K | 0.01% | −674−23.4% | Reduced |
| Catalyst Capital Advisors LLC | 2,177 | $94.4K | 0.00% | −1,684−43.6% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $94.4K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,171 | $94.2K | 0.05% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,167 | $94.0K | 0.01% | +2,167 | New |
| Covestor Ltd | 2,166 | $94.0K | 0.06% | +24+1.1% | Added |
| Ameriflex Group, Inc. | 1,905 | $90.7K | 0.04% | +1,905 | New |
| Pinnacle Bancorp, Inc. | 2,059 | $89.3K | 0.03% | −65−3.1% | Reduced |
| First Command Advisory Services, Inc. | 2,029 | $88.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,970 | $86.0K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 1,975 | $85.7K | 0.07% | +1,975 | New |
| Capital Advisors, Ltd. LLC | 1,959 | $85.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,846 | $80.1K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,841 | $79.9K | 0.00% | +358+24.1% | Added |
| Bare Financial Services, Inc | 1,813 | $78.6K | 0.03% | −590−24.6% | Reduced |
| Richardson Financial Services Inc. | 1,695 | $73.5K | 0.05% | +1,695 | New |
| Optimum Investment Advisors | 1,671 | $72.5K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,659 | $71.9K | 0.03% | +7+0.4% | Added |
| CoreCap Advisors, LLC | 1,656 | $71.8K | 0.00% | +735+79.8% | Added |
| Leonteq Securities AG | 1,619 | $70.2K | 0.01% | −1,280−44.2% | Reduced |
| Stephens Consulting, LLC | 1,555 | $67.5K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,443 | $62.6K | 0.06% | +1,443 | New |
| Union Savings Bank | 1,429 | $62.0K | 0.03% | +724+102.7% | Added |
| Mechanics Financial Corp | 1,375 | $59.6K | 0.03% | −120−8.0% | Reduced |
| GW&K Investment Management, LLC | 1,360 | $59.0K | 0.00% | +12+0.9% | Added |
| UMA Financial Services, Inc. | 1,358 | $58.9K | 0.01% | +1,358 | New |
| Versant Capital Management, Inc | 1,313 | $57.0K | 0.01% | +472+56.1% | Added |
| Investment Research & Advisory Group, Inc. | 1,311 | $56.9K | 0.02% | +13+1.0% | Added |
| TCTC Holdings, LLC | 1,310 | $56.8K | 0.00% | +287+28.1% | Added |
| Pinney & Scofield, Inc. | 1,310 | $56.8K | 0.04% | +1,310 | New |