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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 1,300 | $56.0K | 0.03% | +500+62.5% | Added |
| Brown, Lisle/Cummings, Inc. | 1,276 | $55.4K | 0.02% | +1,276 | New |
| Trust Co | 1,233 | $53.5K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,232 | $53.4K | 0.02% | +32+2.7% | Added |
| Private Wealth Management Group, LLC | 1,226 | $53.2K | 0.02% | −6−0.5% | Reduced |
| Burkett Financial Services, LLC | 1,211 | $52.5K | 0.02% | +13+1.1% | Added |
| Ethos Financial Group, LLC | 1,208 | $52.4K | 0.01% | +1,208 | New |
| City State Bank | 1,169 | $50.7K | 0.02% | +716+158.1% | Added |
| Beacon Capital Management, LLC | 1,121 | $48.6K | 0.01% | +9+0.8% | Added |
| Washington Trust Advisors, Inc. | 1,094 | $47.5K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,083 | $47.0K | 0.01% | −35,800−97.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,077 | $46.7K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,069 | $46.0K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,059 | $45.9K | 0.01% | −18−1.7% | Reduced |
| Abound Wealth Management | 1,039 | $45.1K | 0.01% | +112+12.1% | Added |
| Curio Wealth, LLC | 1,037 | $45.0K | 0.02% | +1,037 | New |
| Coppell Advisory Solutions LLC | 996 | $43.2K | 0.01% | −148−12.9% | Reduced |
| Winthrop Capital Management, LLC | 914 | $40.0K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 1,024 | $39.8K | 0.03% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 804 | $37.9K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $37.0K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 853 | $37.0K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 852 | $37.0K | 0.02% | +9+1.1% | Added |
| Edmond de Rothschild Holding S.A. | 837 | $36.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 849 | $36.0K | 0.01% | +126+17.4% | Added |
| LMR Partners LLP | 812 | $35.2K | 0.00% | +792+3,960.0% | Added |
| Sachetta, LLC | 805 | $34.9K | 0.01% | −15−1.8% | Reduced |
| Elequin Capital LP | 800 | $34.7K | 0.00% | −1,000−55.6% | Reduced |
| Fortitude Family Office, LLC | 770 | $33.4K | 0.01% | −88−10.3% | Reduced |
| Bayforest Capital Ltd | 741 | $32.1K | 0.04% | +741 | New |
| Atlantic Private Wealth, LLC | 715 | $31.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 680 | $29.5K | 0.01% | −593−46.6% | Reduced |
| Financial Perspectives, Inc | 636 | $27.6K | 0.01% | +131+25.9% | Added |
| Hallmark Capital Management Inc | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 600 | $26.0K | 0.02% | +600 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $26.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 600 | $26.0K | 0.03% | +600 | New |
| Prestige Wealth Management Group LLC | 579 | $25.1K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 570 | $24.7K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 568 | $24.6K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 566 | $24.6K | 0.00% | +272+92.5% | Added |
| Sierra Ocean, LLC | 547 | $23.8K | 0.02% | +547 | New |
| Rosenberg Matthew Hamilton | 538 | $23.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 513 | $22.3K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $21.7K | 0.00% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 500 | $21.7K | 0.02% | +500 | New |
| Vermillion & White Wealth Management Group, LLC | 498 | $21.6K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 418 | $19.9K | 0.00% | +106+34.0% | Added |
| Global Financial Private Client, LLC | 435 | $18.9K | 0.01% | +24+5.8% | Added |
| Centricity Wealth Management, LLC | 431 | $18.7K | 0.02% | +431 | New |
| Kayne Anderson Rudnick Investment Management LLC | 430 | $18.7K | 0.00% | +336+357.4% | Added |
| McIlrath & Eck, LLC | 427 | $18.5K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 411 | $17.8K | 0.01% | +411 | New |
| Morton Brown Family Wealth, LLC | 410 | $17.8K | 0.01% | +3+0.7% | Added |
| Meeder Asset Management Inc | 406 | $17.6K | 0.00% | −26−6.0% | Reduced |
| Fairman Group, LLC | 392 | $17.0K | 0.01% | −19−4.6% | Reduced |
| FSC Wealth Advisors, LLC | 392 | $17.0K | 0.01% | −12−3.0% | Reduced |
| Monetary Management Group Inc | 388 | $16.8K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 381 | $16.5K | 0.01% | +1+0.3% | Added |
| Lowe Wealth Advisors, LLC | 377 | $16.4K | 0.01% | +347+1,156.7% | Added |
| Aspect Partners, LLC | 375 | $16.3K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 373 | $16.2K | 0.00% | +373 | New |
| Maryland Capital Advisors Inc. | 372 | $16.1K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $15.6K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 352 | $15.3K | 0.00% | +18+5.4% | Added |
| Hanson & Doremus Investment Management | 356 | $15.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 342 | $14.8K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 340 | $14.8K | 0.01% | −10−2.9% | Reduced |
| JFS Wealth Advisors, LLC | 324 | $14.1K | 0.00% | −736−69.4% | Reduced |
| Old Second National Bank of Aurora | 323 | $14.0K | 0.00% | +23+7.7% | Added |
| Armstrong Advisory Group, Inc | 320 | $13.9K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 311 | $13.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 306 | $13.3K | 0.00% | −380−55.4% | Reduced |
| Global X Japan Co., Ltd. | 301 | $13.1K | 0.00% | +25+9.1% | Added |
| Coastline Trust Co | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $13.0K | 0.00% | +300 | New |
| Albion Financial Group | 281 | $12.2K | 0.00% | +281 | New |
| Stephenson National Bank & Trust | 280 | $12.1K | 0.00% | −132−32.0% | Reduced |
| Bank of Jackson Hole Trust | 270 | $11.7K | 0.01% | +270 | New |
| SJS Investment Consulting Inc. | 266 | $11.6K | 0.00% | −188−41.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 254 | $11.0K | 0.02% | +254 | New |
| WR Wealth Planners, LLC | 250 | $10.9K | 0.00% | −5−2.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 250 | $10.8K | 0.00% | +157+168.8% | Added |
| Transce3nd, LLC | 246 | $10.7K | 0.00% | +246 | New |
| Plante Moran Financial Advisors, LLC | 229 | $9.93K | 0.00% | −22−8.8% | Reduced |
| Highline Wealth Partners LLC | 226 | $9.80K | 0.00% | +73+47.7% | Added |
| Atwood & Palmer Inc | 225 | $9.76K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 222 | $9.63K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 218 | $9.47K | 0.00% | +83+61.5% | Added |
| Security National Bank | 215 | $9.33K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 215 | $9.33K | 0.00% | +215 | New |
| Bell Investment Advisors, Inc | 213 | $9.24K | 0.00% | −124−36.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 203 | $8.81K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 200 | $8.68K | 0.00% | +200 | New |
| Raffa Wealth Management, LLC | 198 | $8.59K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 195 | $8.46K | 0.01% | +155+387.5% | Added |
| Painted Porch Advisors LLC | 194 | $8.42K | 0.00% | +194 | New |
| PSI Advisors, LLC | 188 | $8.15K | 0.00% | 00.0% | Unchanged |