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 |
|---|---|---|---|---|---|
| Commerce Bank | 97,043 | $4.21M | 0.03% | −4,447−4.4% | Reduced |
| Abn Amro Investment Solutions | 95,134 | $4.13M | 0.08% | +15,790+19.9% | Added |
| Keybank National Association | 93,994 | $4.08M | 0.02% | −5,262−5.3% | Reduced |
| Semmax Financial Advisors Inc. | 86,672 | $4.03M | 1.07% | +423+0.5% | Added |
| D. E. Shaw & Co., Inc. | 92,697 | $4.02M | 0.00% | −89,818−49.2% | Reduced |
| Kentucky Retirement Systems | 92,024 | $3.99M | 0.12% | −1,268−1.4% | Reduced |
| Wesbanco Bank Inc | 91,865 | $3.99M | 0.14% | −5,999−6.1% | Reduced |
| Assetmark, Inc | 91,833 | $3.98M | 0.01% | +45,235+97.1% | Added |
| Equitable Trust Co | 91,471 | $3.97M | 0.22% | −5,751−5.9% | Reduced |
| Clearstead Advisors, LLC | 90,899 | $3.94M | 0.06% | −742−0.8% | Reduced |
| PGGM Investments | 90,017 | $3.90M | 0.05% | +85,281+1,800.7% | Added |
| Iowa State Bank | 89,799 | $3.90M | 0.81% | −1,130−1.2% | Reduced |
| Advisors Asset Management, Inc. | 89,156 | $3.87M | 0.07% | −5,763−6.1% | Reduced |
| Wealth Group, Ltd. | 88,606 | $3.84M | 2.49% | −415−0.5% | Reduced |
| Morningstar Investment Services LLC | 88,299 | $3.83M | 0.35% | −732,454−89.2% | Reduced |
| Signature Wealth Management Group | 88,156 | $3.82M | 1.54% | +735+0.8% | Added |
| Verdence Capital Advisors LLC | 87,147 | $3.78M | 0.30% | −1,107−1.3% | Reduced |
| Pinnacle Financial Partners Inc | 86,646 | $3.76M | 0.08% | +17,997+26.2% | Added |
| Tower Research Capital LLC (TRC) | 86,551 | $3.75M | 0.07% | +33,270+62.4% | Added |
| Robeco Institutional Asset Management B.V. | 86,478 | $3.75M | 0.01% | −6,220−6.7% | Reduced |
| Am Investment Strategies LLC | 85,520 | $3.71M | 0.90% | −2,324−2.6% | Reduced |
| First Eagle Investment Management, LLC | 85,143 | $3.69M | 0.01% | +61,302+257.1% | Added |
| Private Advisor Group, LLC | 84,554 | $3.67M | 0.02% | +5,080+6.4% | Added |
| Bragg Financial Advisors, Inc | 83,387 | $3.62M | 0.15% | −596−0.7% | Reduced |
| Sandy Spring Bank | 83,129 | $3.61M | 0.15% | −310.0% | Reduced |
| Community Bank, N.A. | 82,725 | $3.59M | 0.46% | −6,945−7.7% | Reduced |
| NEOS Investment Management LLC | 82,371 | $3.57M | 0.08% | +19,811+31.7% | Added |
| Inspire Trust Co, N.A. | 82,000 | $3.56M | 0.91% | +7,000+9.3% | Added |
| Hartford Investment Management Co | 81,944 | $3.55M | 0.12% | −2,238−2.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 81,823 | $3.55M | 0.73% | +3,720+4.8% | Added |
| StoneX Group Inc. | 81,349 | $3.53M | 0.19% | +13,222+19.4% | Added |
| Kestra Private Wealth Services, LLC | 81,324 | $3.53M | 0.06% | +4,725+6.2% | Added |
| Pettyjohn, Wood & White, Inc | 81,082 | $3.52M | 0.64% | +4,157+5.4% | Added |
| Axxcess Wealth Management, LLC | 81,065 | $3.52M | 0.09% | +3,307+4.3% | Added |
| Wellington Shields Capital Management, LLC | 81,037 | $3.52M | 0.62% | +2,644+3.4% | Added |
| Hengehold Capital Management LLC | 80,838 | $3.51M | 0.33% | +905+1.1% | Added |
| Woodline Partners LP | 79,723 | $3.46M | 0.02% | +79,723 | New |
| Teacher Retirement System of Texas | 78,989 | $3.43M | 0.01% | +70,030+781.7% | Added |
| Investment Management Corp of Ontario | 78,670 | $3.41M | 0.11% | +34,238+77.1% | Added |
| Steel Peak Wealth Management LLC | 78,334 | $3.40M | 0.14% | −16,860−17.7% | Reduced |
| Warren Averett Asset Management, LLC | 78,194 | $3.39M | 0.05% | +6,546+9.1% | Added |
| Commonwealth Retirement Investments LLC | 77,986 | $3.38M | 1.39% | −323−0.4% | Reduced |
| Thomasville National Bank | 76,526 | $3.32M | 0.24% | −6,121−7.4% | Reduced |
| Jump Financial, LLC | 76,083 | $3.30M | 0.07% | +69,954+1,141.4% | Added |
| Anchor Investment Management, LLC | 76,023 | $3.30M | 0.31% | −1,050−1.4% | Reduced |
| TD Private Client Wealth LLC | 75,985 | $3.30M | 0.09% | −1,400−1.8% | Reduced |
| United Bank | 75,782 | $3.29M | 1.39% | +2,842+3.9% | Added |
| Sandhill Capital Partners LLC | 75,668 | $3.28M | 0.26% | +166+0.2% | Added |
| Savant Capital, LLC | 73,966 | $3.21M | 0.03% | +13,482+22.3% | Added |
| Van Eck Associates Corp | 73,895 | $3.21M | 0.00% | −6,578−8.2% | Reduced |
| Alaska Permanent Fund Corp | 73,805 | $3.20M | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 73,413 | $3.18M | 0.47% | +8,470+13.0% | Added |
| Legacy CG, LLC | 73,074 | $3.17M | 0.97% | +73,074 | New |
| Drucker Wealth 3.0, LLC | 72,783 | $3.16M | 0.73% | −537−0.7% | Reduced |
| Salzhauer Michael | 72,242 | $3.13M | 1.60% | +70+0.1% | Added |
| Louisiana State Employees Retirement System | 71,400 | $3.10M | 0.06% | −4,000−5.3% | Reduced |
| Securian Asset Management, Inc | 71,348 | $3.10M | 0.09% | −2,717−3.7% | Reduced |
| Maryland State Retirement & Pension System | 71,282 | $3.09M | 0.07% | −4,954−6.5% | Reduced |
| Edmp, Inc. | 71,162 | $3.09M | 2.93% | −160−0.2% | Reduced |
| Novare Capital Management LLC | 70,810 | $3.07M | 0.26% | −228,494−76.3% | Reduced |
| Concord Wealth Partners | 70,122 | $3.04M | 0.50% | +51,641+279.4% | Added |
| HAP Trading, LLC | 68,827 | $2.99M | 1.00% | −6,895−9.1% | Reduced |
| Moloney Securities Asset Management, LLC | 68,137 | $2.96M | 0.40% | −2,816−4.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 61,973 | $2.95M | 0.23% | +230.0% | Added |
| Glass Wealth Management Co LLC | 67,978 | $2.95M | 1.60% | +5,900+9.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 67,839 | $2.94M | 0.03% | +13,287+24.4% | Added |
| Wolverine Trading, LLC | 67,789 | $2.94M | 0.07% | +52,352+339.1% | Added |
| Cary Street Partners Financial LLC | 67,336 | $2.92M | 0.10% | +67,336 | New |
| Camden National Bank | 66,690 | $2.89M | 0.43% | −1,147−1.7% | Reduced |
| Moors & Cabot, Inc. | 66,633 | $2.89M | 0.14% | −1,727−2.5% | Reduced |
| Groupe la Francaise | 66,363 | $2.88M | 0.07% | +66,363 | New |
| JT Stratford LLC | 66,330 | $2.88M | 0.47% | −4,043−5.7% | Reduced |
| Venture Visionary Partners LLC | 65,696 | $2.85M | 0.12% | +6,693+11.3% | Added |
| Principle Wealth Partners LLC | 64,558 | $2.80M | 0.20% | −1,954−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 64,397 | $2.79M | 0.00% | −12,935−16.7% | Reduced |
| Peloton Wealth Strategists | 64,300 | $2.79M | 1.12% | −2,423−3.6% | Reduced |
| Kavar Capital Partners Group, LLC | 64,071 | $2.78M | 0.47% | −2,139−3.2% | Reduced |
| New Mexico Educational Retirement Board | 63,888 | $2.77M | 0.09% | −1,500−2.3% | Reduced |
| Massmutual Trust Co FSB | 63,827 | $2.77M | 0.08% | −1,591−2.4% | Reduced |
| Stock Yards Bank & Trust Co | 62,292 | $2.70M | 0.09% | −8,749−12.3% | Reduced |
| IMC-Chicago, LLC | 61,937 | $2.69M | 0.07% | +61,937 | New |
| Crossmark Global Holdings, Inc. | 61,600 | $2.67M | 0.05% | −6,775−9.9% | Reduced |
| Fulton Bank, N.A. | 61,183 | $2.65M | 0.10% | +1,771+3.0% | Added |
| Capital Investment Counsel, Inc | 61,140 | $2.65M | 0.40% | −753−1.2% | Reduced |
| Norinchukin Bank, The | 61,008 | $2.65M | 0.06% | +5,260+9.4% | Added |
| E. Ohman J:or Asset Management AB | 60,980 | $2.65M | 0.06% | +8,200+15.5% | Added |
| Motley Fool Asset Management LLC | 60,980 | $2.65M | 0.14% | +7,081+13.1% | Added |
| Stratos Wealth Partners, LTD. | 60,498 | $2.62M | 0.04% | −938−1.5% | Reduced |
| Holderness Investments Co | 59,840 | $2.60M | 0.57% | −84−0.1% | Reduced |
| ING Groep NV | 59,807 | $2.59M | 0.02% | +59,807 | New |
| Lee Danner & Bass Inc | 59,149 | $2.57M | 0.20% | +848+1.5% | Added |
| First Bank & Trust | 58,977 | $2.56M | 0.49% | −85−0.1% | Reduced |
| Nkcfo LLC | 58,600 | $2.54M | 1.12% | +58,600 | New |
| IFG Advisory, LLC | 58,463 | $2.54M | 0.14% | +18,053+44.7% | Added |
| Prudential PLC | 58,076 | $2.52M | 0.01% | +20,701+55.4% | Added |
| Gator Capital Management, LLC | 58,000 | $2.52M | 0.95% | 00.0% | Unchanged |
| Lido Advisors, LLC | 57,831 | $2.51M | 0.02% | +14,256+32.7% | Added |
| Nomura Holdings Inc | 56,845 | $2.47M | 0.01% | +56,845 | New |
| Metis Global Partners, LLC | 56,687 | $2.46M | 0.07% | +2,455+4.5% | Added |
| Triangle Securities Wealth Management | 56,532 | $2.45M | 0.63% | −1,699−2.9% | Reduced |