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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 331,725 | $14.4M | 0.68% | +164,112+97.9% | Added |
| Peapack Gladstone Financial Corp | 329,770 | $14.3M | 0.21% | +17,968+5.8% | Added |
| Ategra Capital Management, LLC | 326,620 | $14.2M | 9.55% | −339−0.1% | Reduced |
| Handelsbanken Fonder AB | 326,384 | $14.2M | 0.05% | +47,245+16.9% | Added |
| Baird Financial Group, Inc. | 319,896 | $13.9M | 0.03% | −2,324−0.7% | Reduced |
| Bryn Mawr Trust Co | 317,810 | $13.8M | 0.25% | −6,039−1.9% | Reduced |
| Delta Asset Management LLC | 317,411 | $13.8M | 1.23% | −3,025−0.9% | Reduced |
| Creative Planning | 312,737 | $13.6M | 0.01% | −46,761−13.0% | Reduced |
| Algebris (UK) Ltd | 319,581 | $13.4M | 3.38% | +319,581 | New |
| Independent Advisor Alliance | 304,742 | $13.2M | 0.18% | +22,135+7.8% | Added |
| Moore Capital Management, LP | 302,576 | $13.1M | 0.25% | −121,031−28.6% | Reduced |
| Coerente Capital Management | 300,669 | $13.0M | 2.43% | +930+0.3% | Added |
| South Dakota Investment Council | 296,985 | $12.9M | 0.26% | −3,700−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 307,749 | $12.8M | 0.03% | +34,825+12.8% | Added |
| Salem Investment Counselors Inc | 292,822 | $12.7M | 0.42% | +1,581+0.5% | Added |
| Sanctuary Advisors, LLC | 262,609 | $12.6M | 0.08% | +5,638+2.2% | Added |
| Forsta Ap-Fonden | 288,400 | $12.5M | 0.09% | −1,000−0.3% | Reduced |
| Auto-Owners Insurance Co | 288,000 | $12.5M | 0.28% | 00.0% | Unchanged |
| Czech National Bank | 287,833 | $12.5M | 0.12% | +15,036+5.5% | Added |
| ProShare Advisors LLC | 284,529 | $12.3M | 0.03% | +27,143+10.5% | Added |
| Credit Agricole S A | 283,712 | $12.3M | 0.04% | +26,552+10.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 282,271 | $12.2M | 0.08% | −9,248−3.2% | Reduced |
| MML Investors Services, LLC | 281,501 | $12.2M | 0.04% | +2,910+1.0% | Added |
| McRae Capital Management Inc | 280,894 | $12.2M | 2.39% | −1,285−0.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 280,643 | $12.2M | 0.95% | +37,808+15.6% | Added |
| Parallax Volatility Advisers, L.P. | 276,919 | $12.0M | 0.26% | +100,948+57.4% | Added |
| Brown Advisory Inc | 275,869 | $12.0M | 0.02% | +2,017+0.7% | Added |
| Brookstone Capital Management | 275,849 | $12.0M | 0.17% | +5,765+2.1% | Added |
| Canada Pension Plan Investment Board | 273,384 | $11.9M | 0.01% | −47,447−14.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 269,459 | $11.7M | 0.06% | +98,904+58.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 267,617 | $11.6M | 0.05% | +4,923+1.9% | Added |
| CIBC Asset Management Inc | 267,489 | $11.6M | 0.04% | −26,949−9.2% | Reduced |
| M&G Plc | 269,404 | $11.6M | 0.07% | +202,831+304.7% | Added |
| Bokf, NA | 270,531 | $11.6M | 0.20% | +26,273+10.8% | Added |
| Skba Capital Management LLC | 265,400 | $11.5M | 1.82% | +127,500+92.5% | Added |
| Varma Mutual Pension Insurance Co | 263,880 | $11.4M | 0.09% | −106,400−28.7% | Reduced |
| Renaissance Technologies LLC | 263,017 | $11.4M | 0.02% | +163,300+163.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 262,723 | $11.4M | 0.91% | −628−0.2% | Reduced |
| Financial Counselors Inc | 261,857 | $11.4M | 0.17% | −11,622−4.2% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 261,362 | $11.3M | 0.21% | −105,383−28.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 260,612 | $11.3M | 0.10% | +207,993+395.3% | Added |
| Kanawha Capital Management LLC | 260,398 | $11.3M | 0.89% | −693−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 259,016 | $11.2M | 0.03% | −97,221−27.3% | Reduced |
| BancorpSouth Bank | 258,331 | $11.2M | 0.76% | +73,147+39.5% | Added |
| British Columbia Investment Management Corp | 256,430 | $11.1M | 0.07% | +33,164+14.9% | Added |
| Old National Bancorp | 255,447 | $11.1M | 0.26% | −1,589−0.6% | Reduced |
| Amalgamated Bank | 254,805 | $11.1M | 0.09% | −8,113−3.1% | Reduced |
| IFM Investors Pty Ltd | 254,008 | $11.0M | 0.11% | −25,405−9.1% | Reduced |
| Wealthcare Advisory Partners LLC | 253,390 | $11.0M | 0.31% | +535+0.2% | Added |
| Rothschild Investment LLC | 250,565 | $10.9M | 0.71% | −1,233−0.5% | Reduced |
| Capital Investment Advisory Services, LLC | 250,434 | $10.9M | 1.05% | +1,832+0.7% | Added |
| Hunter Perkins Capital Management, LLC | 247,136 | $10.7M | 2.25% | +18,515+8.1% | Added |
| Northwestern Mutual Wealth Management Co | 242,209 | $10.5M | 0.01% | +5,737+2.4% | Added |
| DnB Asset Management AS | 241,583 | $10.5M | 0.05% | −66,093−21.5% | Reduced |
| CIBC World Markets Corp | 240,852 | $10.4M | 0.06% | −18,508−7.1% | Reduced |
| Modera Wealth Management, LLC | 238,938 | $10.4M | 0.13% | −48,292−16.8% | Reduced |
| Pinnacle Associates Ltd | 235,910 | $10.2M | 0.14% | +16,452+7.5% | Added |
| Systematic Alpha Investments, LLC | 233,937 | $10.1M | 0.37% | 00.0% | Unchanged |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 233,500 | $10.1M | 0.28% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 230,754 | $10.0M | 0.79% | +230,754 | New |
| Nearwater Capital Markets, Ltd | 230,044 | $9.98M | 0.28% | +230,044 | New |
| WSFS Capital Management, LLC | 229,445 | $9.95M | 0.54% | −857−0.4% | Reduced |
| F/M Investments LLC | 229,086 | $9.94M | 0.37% | +14,116+6.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 226,798 | $9.84M | 0.10% | −55,756−19.7% | Reduced |
| Utah Retirement Systems | 221,025 | $9.59M | 0.11% | +300+0.1% | Added |
| Regions Financial Corp | 217,513 | $9.44M | 0.07% | −4,437−2.0% | Reduced |
| First National Trust Co | 212,428 | $9.22M | 0.35% | +7,069+3.4% | Added |
| Cresset Asset Management, LLC | 211,538 | $9.13M | 0.04% | −55,944−20.9% | Reduced |
| Crestline Management, LP | 203,309 | $8.82M | 0.31% | +203,309 | New |
| USS Investment Management Ltd | 200,969 | $8.72M | 0.06% | −258,605−56.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 200,195 | $8.68M | 0.76% | −3,042−1.5% | Reduced |
| Rowland & Co Investment Counsel | 198,404 | $8.61M | 1.80% | −2,253−1.1% | Reduced |
| Intact Investment Management Inc. | 198,200 | $8.60M | 0.30% | −6,760−3.3% | Reduced |
| Benjamin Edwards Inc | 198,083 | $8.59M | 0.12% | +25,166+14.6% | Added |
| New York Life Investment Management LLC | 197,281 | $8.56M | 0.08% | −884−0.4% | Reduced |
| Northern Oak Wealth Management Inc | 195,897 | $8.50M | 1.08% | −11,801−5.7% | Reduced |
| Cardinal Capital Management | 195,344 | $8.47M | 1.33% | +170.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 193,949 | $8.41M | 0.08% | +193,949 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 193,301 | $8.39M | 0.09% | +11,702+6.4% | Added |
| Engineers Gate Manager LP | 193,157 | $8.38M | 0.15% | +12,946+7.2% | Added |
| Logan Capital Management Inc | 190,384 | $8.26M | 0.35% | +1,349+0.7% | Added |
| Kestra Advisory Services, LLC | 187,177 | $8.12M | 0.04% | −10,124−5.1% | Reduced |
| Socorro Asset Management LP | 186,838 | $8.11M | 3.17% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 182,953 | $7.94M | 0.47% | +182,953 | New |
| Boston Common Asset Management, LLC | 182,813 | $7.93M | 0.23% | +28,290+18.3% | Added |
| Wealthfront Advisers LLC | 182,798 | $7.93M | 0.02% | +5,976+3.4% | Added |
| O'Shaughnessy Asset Management, LLC | 182,704 | $7.93M | 0.07% | +14,968+8.9% | Added |
| Yousif Capital Management, LLC | 182,446 | $7.91M | 0.09% | −5,990−3.2% | Reduced |
| Huber Capital Management LLC | 181,464 | $7.87M | 1.57% | +50,000+38.0% | Added |
| M&T Bank Corp | 181,174 | $7.86M | 0.03% | −3,369−1.8% | Reduced |
| Janus Henderson Group PLC | 179,859 | $7.80M | 0.00% | +3,042+1.7% | Added |
| Diversified Trust Co | 179,136 | $7.77M | 0.19% | −542−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 178,926 | $7.76M | 0.03% | −4,233−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 177,800 | $7.71M | 0.05% | −41,530−18.9% | Reduced |
| Mercer Global Advisors Inc | 176,931 | $7.68M | 0.02% | +11,336+6.8% | Added |
| NTV Asset Management LLC | 176,676 | $7.66M | 1.01% | −14,905−7.8% | Reduced |
| Ibex Wealth Advisors | 175,781 | $7.63M | 0.90% | +157,125+842.2% | Added |
| Daiwa Securities Group Inc. | 175,396 | $7.61M | 0.03% | +12,023+7.4% | Added |
| CIBC Private Wealth Group, LLC | 170,711 | $7.50M | 0.01% | +14,340+9.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 172,033 | $7.46M | 0.02% | −21,724−11.2% | Reduced |