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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 171,595 | $7.44M | 0.50% | +5,682+3.4% | Added |
| Umb Bank N A | 171,272 | $7.43M | 0.12% | +152,160+796.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 170,488 | $7.39M | 0.08% | −102,035−37.4% | Reduced |
| Alpha Omega Wealth Management LLC | 170,352 | $7.39M | 1.40% | −1,055−0.6% | Reduced |
| QRG Capital Management, Inc. | 170,143 | $7.38M | 0.08% | +2,064+1.2% | Added |
| Highland Capital Management, LLC | 169,820 | $7.37M | 0.42% | −7,406−4.2% | Reduced |
| Thrivent Financial for Lutherans | 168,585 | $7.33M | 0.01% | +86,330+105.0% | Added |
| La Banque Postale Asset Management SA | 166,951 | $7.24M | 0.10% | +139,162+500.8% | Added |
| Old Point Trust & Financial Services N A | 166,484 | $7.22M | 2.53% | −4,300−2.5% | Reduced |
| Pathstone Holdings, LLC | 165,836 | $7.19M | 0.03% | −991−0.6% | Reduced |
| Trexquant Investment LP | 165,229 | $7.17M | 0.08% | −939−0.6% | Reduced |
| Maltese Capital Management LLC | 165,000 | $7.16M | 1.09% | +43,300+35.6% | Added |
| Argent Trust Co | 164,019 | $7.12M | 0.29% | +4,726+3.0% | Added |
| Capital Fund Management S.A. | 163,963 | $7.11M | 0.07% | +163,963 | New |
| Ethic Inc. | 162,603 | $7.05M | 0.14% | −5,607−3.3% | Reduced |
| Nissay Asset Management Corp | 161,096 | $7.04M | 0.04% | +1,379+0.9% | Added |
| Los Angeles Capital Management LLC | 160,647 | $6.97M | 0.03% | −6,872−4.1% | Reduced |
| GWM Advisors LLC | 160,088 | $6.94M | 0.04% | +2,443+1.5% | Added |
| Continental Advisors LLC | 159,650 | $6.93M | 5.26% | −19,000−10.6% | Reduced |
| Mutual of America Capital Management LLC | 159,038 | $6.90M | 0.07% | −5,869−3.6% | Reduced |
| Reliant Investment Partners, LLC | 158,599 | $6.88M | 6.10% | +158,599 | New |
| Avantax Advisory Services, Inc. | 158,410 | $6.87M | 0.04% | +15,842+11.1% | Added |
| Atom Investors LP | 157,037 | $6.81M | 0.85% | +70,552+81.6% | Added |
| Zions Bancorporation, N.A. | 156,174 | $6.77M | 0.43% | +14,005+9.9% | Added |
| Kingsview Wealth Management, LLC | 155,289 | $6.74M | 0.13% | +947+0.6% | Added |
| AMG National Trust Bank | 154,640 | $6.71M | 0.19% | +40.0% | Added |
| Cullinan Associates Inc | 153,037 | $6.64M | 0.43% | +200+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 150,348 | $6.61M | 0.08% | +38,863+34.9% | Added |
| Montag A & Associates Inc | 152,113 | $6.60M | 0.31% | −2,725−1.8% | Reduced |
| Advisory Services Network, LLC | 151,427 | $6.57M | 0.12% | −28,470−15.8% | Reduced |
| Dakota Wealth Management | 151,371 | $6.57M | 0.15% | +1,378+0.9% | Added |
| State of Alaska, Department of Revenue | 151,383 | $6.57M | 0.07% | −4,215−2.7% | Reduced |
| Linscomb & Williams, Inc. | 149,212 | $6.47M | 0.32% | +270.0% | Added |
| Davis Selected Advisers | 145,379 | $6.31M | 0.04% | +8,141+5.9% | Added |
| Colony Group, LLC | 142,923 | $6.20M | 0.02% | −3,417−2.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 142,516 | $6.18M | 0.91% | +7,964+5.9% | Added |
| Parcion Private Wealth LLC | 141,901 | $6.16M | 0.47% | +164+0.1% | Added |
| Associated Banc-Corp | 141,453 | $6.14M | 0.18% | +467+0.3% | Added |
| RSM US Wealth Management LLC | 141,170 | $6.12M | 0.09% | −36,263−20.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 135,803 | $5.92M | 0.02% | +32,854+31.9% | Added |
| Vinva Investment Management Ltd | 135,771 | $5.89M | 0.23% | −18,666−12.1% | Reduced |
| Dana Investment Advisors, Inc. | 135,669 | $5.89M | 0.19% | +3,371+2.5% | Added |
| Oppenheimer & Co Inc | 135,290 | $5.87M | 0.09% | +2,184+1.6% | Added |
| Harvest Portfolios Group Inc. | 135,149 | $5.86M | 0.20% | −356−0.3% | Reduced |
| Atria Investments LLC | 133,770 | $5.80M | 0.07% | +5,554+4.3% | Added |
| Concurrent Investment Advisors, LLC | 132,300 | $5.74M | 0.16% | −1,075−0.8% | Reduced |
| Elo Mutual Pension Insurance Co | 131,880 | $5.72M | 0.12% | −7,901−5.7% | Reduced |
| Baugh & Associates, LLC | 135,537 | $5.67M | 2.94% | +75+0.1% | Added |
| Stephens Inc | 130,053 | $5.64M | 0.08% | −2,945−2.2% | Reduced |
| Pacer Advisors, Inc. | 129,788 | $5.63M | 0.01% | +30,041+30.1% | Added |
| Magnetar Financial LLC | 129,601 | $5.62M | 0.13% | +4,986+4.0% | Added |
| Shelton Capital Management | 128,555 | $5.58M | 0.14% | −1,139−0.9% | Reduced |
| Arkadios Wealth Advisors | 126,549 | $5.49M | 0.30% | +15,501+14.0% | Added |
| Cornerstone Wealth Group, LLC | 126,063 | $5.47M | 0.45% | +4,045+3.3% | Added |
| Mizuho Securities USA LLC | 125,819 | $5.46M | 0.10% | +38,983+44.9% | Added |
| Ossiam | 124,962 | $5.42M | 0.09% | +80,171+179.0% | Added |
| Chesley Taft & Associates LLC | 124,531 | $5.40M | 0.25% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 123,380 | $5.35M | 1.50% | −16,576−11.8% | Reduced |
| Loudon Investment Management, LLC | 122,827 | $5.33M | 3.03% | −600−0.5% | Reduced |
| United Capital Management of KS, Inc. | 122,239 | $5.30M | 0.96% | +11,078+10.0% | Added |
| JustInvest LLC | 121,905 | $5.29M | 0.08% | +4,326+3.7% | Added |
| Mackenzie Financial Corp | 120,535 | $5.23M | 0.01% | +5,727+5.0% | Added |
| Fifth Third Bancorp | 119,961 | $5.20M | 0.02% | −5,210−4.2% | Reduced |
| HB Wealth Management, LLC | 119,468 | $5.18M | 0.05% | +14,934+14.3% | Added |
| Bridge Creek Capital Management LLC | 116,988 | $5.07M | 1.56% | −2,770−2.3% | Reduced |
| Wellington Management Group LLP | 116,847 | $5.07M | 0.00% | −150,616−56.3% | Reduced |
| Freemont Management S.A. | 116,800 | $5.07M | 2.49% | +58,400+100.0% | Added |
| Ieq Capital, LLC | 116,070 | $5.04M | 0.05% | +57,429+97.9% | Added |
| Oregon Public Employees Retirement Fund | 113,805 | $4.94M | 0.09% | −750−0.7% | Reduced |
| Griffin Asset Management, Inc. | 110,802 | $4.81M | 0.56% | +110.0% | Added |
| Patten & Patten Inc | 109,658 | $4.76M | 0.31% | −8,040−6.8% | Reduced |
| Mizuho Markets Americas LLC | 109,000 | $4.73M | 0.09% | +109,000 | New |
| LaFleur & Godfrey LLC | 108,168 | $4.69M | 0.64% | +4,670+4.5% | Added |
| First Citizens Bank & Trust Co | 107,182 | $4.65M | 0.09% | −4,815−4.3% | Reduced |
| Nordea Investment Management AB | 106,810 | $4.64M | 0.00% | −2,789,286−96.3% | Reduced |
| Kempner Capital Management Inc. | 106,692 | $4.63M | 2.54% | −18,791−15.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 106,485 | $4.62M | 0.78% | +42,295+65.9% | Added |
| Allianz Asset Management GmbH | 105,678 | $4.58M | 0.01% | −21,318−16.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 104,964 | $4.55M | 1.10% | −6,116−5.5% | Reduced |
| L & S Advisors Inc | 104,399 | $4.53M | 0.50% | +27,700+36.1% | Added |
| Gulf International Bank (UK) Ltd | 104,259 | $4.52M | 0.11% | −1,080−1.0% | Reduced |
| Griffith & Werner, Inc. | 103,673 | $4.50M | 2.97% | +103,673 | New |
| Neo Ivy Capital Management | 103,410 | $4.49M | 0.90% | +69,472+204.7% | Added |
| Empowered Funds, LLC | 102,977 | $4.47M | 0.07% | −95,181−48.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 102,235 | $4.44M | 0.02% | +2,905+2.9% | Added |
| Asio Capital, LLC | 102,152 | $4.43M | 0.84% | −2,373−2.3% | Reduced |
| TownSquare Capital, LLC | 101,017 | $4.38M | 0.05% | +10,000+11.0% | Added |
| Avanza Fonder AB | 100,894 | $4.38M | 0.13% | +100,894 | New |
| Csenge Advisory Group | 100,772 | $4.37M | 0.24% | −12,729−11.2% | Reduced |
| Brinker Capital Investments, LLC | 99,943 | $4.34M | 0.04% | +2,702+2.8% | Added |
| Orion Portfolio Solutions, LLC | 99,943 | $4.34M | 0.04% | +2,702+2.8% | Added |
| Proquility Private Wealth Partners, LLC | 99,708 | $4.33M | 1.39% | −988−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 99,307 | $4.31M | 0.04% | −860−0.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 98,896 | $4.29M | 0.01% | +2,475+2.6% | Added |
| Quantinno Capital Management LP | 98,013 | $4.25M | 0.04% | +25,366+34.9% | Added |
| Colonial Trust Advisors | 97,767 | $4.24M | 0.38% | −17,250−15.0% | Reduced |
| Fiduciary Alliance LLC | 97,618 | $4.23M | 0.43% | +7,597+8.4% | Added |
| XML Financial, LLC | 97,477 | $4.23M | 0.39% | −1,931−1.9% | Reduced |
| Hedeker Wealth, LLC | 97,477 | $4.23M | 1.05% | +636+0.7% | Added |
| New Age Alpha Advisors, LLC | 97,172 | $4.22M | 0.17% | +97,172 | New |