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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.

Other share classesTFC.PITFC.POTFC.PR

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.

Institutional holdersQ4 2024: 1,569 institutions
Q1 2021: 1,376 institutionsQ2 2021: 1,353 institutionsQ3 2021: 1,387 institutionsQ4 2021: 1,488 institutionsQ1 2022: 1,508 institutionsQ2 2022: 1,449 institutionsQ3 2022: 1,427 institutionsQ4 2022: 1,491 institutionsQ1 2023: 1,399 institutionsQ2 2023: 1,311 institutionsQ3 2023: 1,272 institutionsQ4 2023: 1,399 institutionsQ1 2024: 1,423 institutionsQ2 2024: 1,424 institutionsQ3 2024: 1,480 institutionsQ4 2024: 1,569 institutionsQ1 2025: 1,558 institutionsQ2 2025: 1,549 institutionsQ3 2025: 1,562 institutionsQ4 2025: 1,669 institutionsQ1 2026: 1,648 institutionsQ2 2026: 1,707 institutions
Value heldQ4 2024: $42.1B
Q1 2021: $57.3BQ2 2021: $53.5BQ3 2021: $57.2BQ4 2021: $56.9BQ1 2022: $55.6BQ2 2022: $46.4BQ3 2022: $42.6BQ4 2022: $42.2BQ1 2023: $33.1BQ2 2023: $29.2BQ3 2023: $26.7BQ4 2023: $35.2BQ1 2024: $36.9BQ2 2024: $37.8BQ3 2024: $41.2BQ4 2024: $42.1BQ1 2025: $40.1BQ2 2025: $41.3BQ3 2025: $43.3BQ4 2025: $47.2BQ1 2026: $42.7BQ2 2026: $46.7B
Institutions holding TFC and their total value by quarter
QuarterHoldersValue
Q2 20261,707$46.7B
Q1 20261,648$42.7B
Q4 20251,669$47.2B
Q3 20251,562$43.3B
Q2 20251,549$41.3B
Q1 20251,558$40.1B
Q4 20241,569$42.1B
Q3 20241,480$41.2B
Q2 20241,424$37.8B
Q1 20241,423$36.9B
Q4 20231,399$35.2B
Q3 20231,272$26.7B
Q2 20231,311$29.2B
Q1 20231,399$33.1B
Q4 20221,491$42.2B
Q3 20221,427$42.6B
Q2 20221,449$46.4B
Q1 20221,508$55.6B
Q4 20211,488$56.9B
Q3 20211,387$57.2B
Q2 20211,353$53.5B
Q1 20211,376$57.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q3 2024.

Institutions holding TFC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Galvin, Gaustad & Stein, LLC0$00.00%−9,995−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−8,650−100.0%Sold out
MBB Public Markets I LLC0$00.00%−8,280−100.0%Sold out
Central Pacific Bank - Trust Division0$00.00%−8,200−100.0%Sold out
Berkshire Asset Management LLC0$00.00%−8,977−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−7,586−100.0%Sold out
United Advisor Group, LLC0$00.00%−7,474−100.0%Sold out
Central Bank & Trust Co0$00.00%−7,423−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−7,172−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−7,039−100.0%Sold out
Heritage Oak Wealth Advisors LLC0$00.00%−6,552−100.0%Sold out
Gateway Investment Advisers LLC0$00.00%−6,271−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−6,098−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−5,928−100.0%Sold out
LMCG Investments, LLC0$00.00%−5,528−100.0%Sold out
Five Oceans Advisors0$00.00%−5,469−100.0%Sold out
Occidental Asset Management, LLC0$00.00%−5,350−100.0%Sold out
Southern Capital Advisors, LLC0$00.00%−5,239−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−5,140−100.0%Sold out
Syon Capital LLC0$00.00%−5,067−100.0%Sold out
Radnor Capital Management, LLC0$00.00%−5,045−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−4,991−100.0%Sold out
Harmony Asset Management LLC0$00.00%−4,940−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−4,921−100.0%Sold out
Wrapmanager Inc0$00.00%−4,909−100.0%Sold out
MQS Management LLC0$00.00%−4,752−100.0%Sold out
Bright Futures Wealth Management, LLC.0$00.00%−4,665−100.0%Sold out
Baldwin Brothers Inc0$00.00%−4,273−100.0%Sold out
Tobam0$00.00%−3,666−100.0%Sold out
Alta Advisers Ltd0$00.00%−3,600−100.0%Sold out
Quarry LP0$00.00%−2,551−100.0%Sold out
CKW Financial Group0$00.00%−2,600−100.0%Sold out
IMA Wealth, Inc.0$00.00%−1,961−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−1,857−100.0%Sold out
Integrated Investment Consultants, LLC0$00.00%−59,531−100.0%Sold out
Macroview Investment Management LLC0$00.00%−1,390−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−1,367−100.0%Sold out
Western Pacific Wealth Management, LP0$00.00%−1,301−100.0%Sold out
Arrow Financial Corp0$00.00%−1,275−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−1,215−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−1,062−100.0%Sold out
Cedar Wealth Management, LLC0$00.00%−1,000−100.0%Sold out
Hobbs Group Advisors, LLC0$00.00%−974−100.0%Sold out
Northwest Financial Advisors0$00.00%−929−100.0%Sold out
McMahon Financial Advisors, LLC0$00.00%−767−100.0%Sold out
MidAtlantic Capital Management, Inc.0$00.00%−745−100.0%Sold out
Reston Wealth Management LLC0$00.00%−348−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−212−100.0%Sold out
Foster Dykema Cabot & Partners, LLC0$00.00%−203−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−52−100.0%Sold out
JDM Financial Group LLC0$00.00%−17−100.0%Sold out
Claris Advisors, LLC0$00.00%−16−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−10−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−3−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
SpiderRock Advisors, LLC––––Not filed
Raymond James Trust N.A.––––Not filed
Chartwell Investment Partners, LLC––––Not filed
Fort Pitt Capital Group, LLC––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Argent Financial Group, Inc.––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
First Trust Investment Solutions L.P.––––Not filed
CIC Wealth, LLC––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed
Halpern Financial, Inc.––––Not filed
Annapolis Financial Services, LLC––––Not filed
M&R Capital Management Inc––––Not filed
First Personal Financial Services––––Not filed
Peterson Financial Group, Inc.––––Not filed
Abich Financial Wealth Management LLC––––Not filed
ClariVest Asset Management LLC––––Not filed
Planning Capital Management Corp––––Not filed