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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 185 | $8.03K | 0.00% | −995−84.3% | Reduced |
| Avion Wealth | 188 | $8.00K | 0.00% | +12+6.8% | Added |
| CBIZ Investment Advisory Services, LLC | 177 | $7.70K | 0.00% | −9−4.8% | Reduced |
| Indiana Trust & Investment Management CO | 177 | $7.68K | 0.00% | +77+77.0% | Added |
| Key Financial Inc | 174 | $7.55K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 168 | $7.29K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 165 | $7.16K | 0.00% | −104−38.7% | Reduced |
| WPG Advisers, LLC | 162 | $7.03K | 0.01% | +162 | New |
| Centennial Bank | 161 | $6.98K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 155 | $6.72K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 154 | $6.68K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 154 | $6.59K | 0.00% | +154 | New |
| Fortis Group Advisors, LLC | 150 | $6.51K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $6.51K | 0.00% | +150 | New |
| Motco | 149 | $6.46K | 0.00% | −74−33.2% | Reduced |
| Strategic Investment Solutions, Inc. | 139 | $6.04K | 0.00% | +1+0.7% | Added |
| Park Square Financial Group, LLC | 136 | $5.90K | 0.00% | +136 | New |
| Harbor Investment Advisory, LLC | 131 | $5.68K | 0.00% | −565−81.2% | Reduced |
| Ancora Advisors, LLC | 129 | $5.60K | 0.00% | +61+89.7% | Added |
| Cornerstone Planning Group LLC | 115 | $5.47K | 0.00% | +7+6.5% | Added |
| Stance Capital LLC | 125 | $5.42K | 0.00% | +125 | New |
| First Financial Corp | 120 | $5.21K | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 119 | $5.16K | 0.00% | −18,193−99.4% | Reduced |
| Hantz Financial Services, Inc. | 123 | $5.00K | 0.00% | −13−9.6% | Reduced |
| Sit Investment Associates Inc | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 106 | $4.60K | 0.00% | +106 | New |
| Core Alternative Capital | 104 | $4.51K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $4.34K | 0.00% | −27−21.3% | Reduced |
| Vision Financial Markets LLC | 100 | $4.34K | 0.00% | +100 | New |
| Measured Risk Portfolios, Inc. | 100 | $4.34K | 0.00% | +100 | New |
| Pineridge Advisors LLC | 100 | $4.34K | 0.00% | +100 | New |
| NVWM, LLC | 93 | $4.09K | 0.00% | −1−1.1% | Reduced |
| Darwin Advisors, LLC | 94 | $4.08K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 106 | $4.00K | 0.01% | −113−51.6% | Reduced |
| Coston, McIsaac & Partners | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 88 | $3.82K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 88 | $3.82K | 0.00% | −13−12.9% | Reduced |
| Rogco, LP | 86 | $3.73K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 84 | $3.64K | 0.00% | +84 | New |
| One River Asset Management, LLC | 83 | $3.60K | 0.01% | +83 | New |
| Conquis Financial LLC | 82 | $3.56K | 0.00% | +82 | New |
| Cherry Tree Wealth Management, LLC | 78 | $3.38K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 76 | $3.30K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 70 | $3.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 69 | $2.99K | 0.00% | +2+3.0% | Added |
| Legacy Investment Solutions, LLC | 59 | $2.81K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 59 | $2.81K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 64 | $2.78K | 0.00% | +64 | New |
| Riggs Asset Managment Co. Inc. | 64 | $2.75K | 0.00% | +1+1.6% | Added |
| FSA Wealth Management LLC | 62 | $2.69K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 61 | $2.65K | 0.00% | +61 | New |
| Spectrum Wealth Counsel, LLC | 60 | $2.61K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $2.56K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 35 | $1.52K | 0.00% | +35 | New |
| NBC Securities, Inc. | 33 | $1.47K | 0.13% | −39,002−99.9% | Reduced |
| Principia Wealth Advisory, LLC | 28 | $1.22K | 0.00% | +28 | New |
| Winnow Wealth LLC | 27 | $1.17K | 0.00% | +27 | New |
| Creekmur Asset Management LLC | 26 | $1.13K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 26 | $1.13K | 0.00% | +26 | New |
| WestEnd Advisors, LLC | 13 | $564 | 0.00% | +3+30.0% | Added |
| Parkworth Wealth Management, Inc. | 13 | $564 | 0.00% | +13 | New |
| Country Trust Bank | 12 | $521 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $434 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 10 | $434 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $434 | 0.00% | +10 | New |
| Chesapeake Asset Management LLC | 10 | $433 | 0.00% | +5+100.0% | Added |
| West Branch Capital LLC | 7 | $304 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 7 | $304 | 0.00% | +7 | New |
| Y.D. More Investments Ltd | 1,645 | $196 | 0.00% | +819+99.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −922,747−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −252,385−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −250,275−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −135,585−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −113,250−100.0% | Sold out |
| Foyston, Gordon, & Payne Inc | 0 | $0 | 0.00% | −111,030−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −94,911−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −86,033−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −71,653−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −54,404−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −51,627−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −48,197−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −40,135−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −39,649−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −39,027−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −28,254−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −28,042−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −22,481−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −21,324−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −26,044−100.0% | Sold out |
| Penobscot Investment Management Company, Inc. | 0 | $0 | 0.00% | −40,850−100.0% | Sold out |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −19,727−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,473−100.0% | Sold out |
| Cunning Capital Partners, LP | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,120−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −13,667−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −11,959−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,066−100.0% | Sold out |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −10,904−100.0% | Sold out |
| Transatlantique Private Wealth LLC | 0 | $0 | 0.00% | −10,483−100.0% | Sold out |