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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 56,483 | $2.45M | 0.37% | +42,037+291.0% | Added |
| Dodge & Cox | 56,346 | $2.44M | 0.00% | −25,693,714−99.8% | Reduced |
| Simmons Bank | 56,334 | $2.44M | 0.18% | +13,067+30.2% | Added |
| BlueChip Wealth Advisors LLC | 56,294 | $2.44M | 1.35% | −3,657−6.1% | Reduced |
| Hardin Capital Partners, LLC | 56,115 | $2.43M | 1.47% | −1,999−3.4% | Reduced |
| Vident Advisory, LLC | 56,043 | $2.43M | 0.04% | −11,854−17.5% | Reduced |
| Global Retirement Partners, LLC | 56,019 | $2.43M | 0.07% | +420+0.8% | Added |
| Laurel Wealth Advisors LLC | 55,838 | $2.42M | 0.38% | +965+1.8% | Added |
| Peregrine Asset Advisers, Inc. | 55,776 | $2.42M | 0.89% | +55,776 | New |
| Omers Administration Corp | 55,644 | $2.41M | 0.02% | +9,352+20.2% | Added |
| Rather & Kittrell, Inc. | 55,426 | $2.40M | 0.57% | +180.0% | Added |
| Aquatic Capital Management LLC | 54,834 | $2.38M | 0.06% | −587,866−91.5% | Reduced |
| Apollon Wealth Management, LLC | 54,502 | $2.36M | 0.05% | +5,345+10.9% | Added |
| David Wealth Management LLC | 54,270 | $2.35M | 1.94% | +54,270 | New |
| Hancock Whitney Corp | 53,851 | $2.34M | 0.07% | +4,338+8.8% | Added |
| Huntington National Bank | 53,752 | $2.33M | 0.02% | −16,014−23.0% | Reduced |
| Farmers National Bank | 53,644 | $2.33M | 0.68% | +53,644 | New |
| Atria Wealth Solutions, Inc. | 53,450 | $2.32M | 0.03% | +23,194+76.7% | Added |
| Nicholas Hoffman & Company, LLC. | 53,414 | $2.32M | 0.09% | −2,256−4.1% | Reduced |
| Bailard, Inc. | 53,149 | $2.31M | 0.06% | +5,725+12.1% | Added |
| Heritage Trust Co | 53,125 | $2.30M | 0.27% | +53,125 | New |
| Caisse des Depots Et Consignations | 52,305 | $2.27M | 0.11% | +52,305 | New |
| Graves-Light Private Wealth Management, Inc. | 52,220 | $2.27M | 0.28% | −252−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 52,203 | $2.26M | 0.07% | +557+1.1% | Added |
| Principal Securities, Inc. | 51,899 | $2.25M | 0.05% | +3,041+6.2% | Added |
| Atlantic Union Bankshares Corp | 51,621 | $2.24M | 0.13% | +196+0.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 51,538 | $2.24M | 0.06% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 51,273 | $2.22M | 1.24% | −566−1.1% | Reduced |
| Poehling Capital Management, LLC | 51,201 | $2.22M | 0.55% | +307+0.6% | Added |
| CWM, LLC | 50,784 | $2.20M | 0.01% | +3,250+6.8% | Added |
| Thompson Siegel & Walmsley LLC | 49,922 | $2.17M | 0.03% | +10.0% | Added |
| Culbertson A N & Co Inc | 49,703 | $2.16M | 0.34% | +2,781+5.9% | Added |
| Walleye Capital LLC | 49,472 | $2.15M | 0.02% | +2,143+4.5% | Added |
| King Luther Capital Management Corp | 49,177 | $2.13M | 0.01% | −16,816−25.5% | Reduced |
| Signaturefd, LLC | 49,017 | $2.13M | 0.04% | −1,387−2.8% | Reduced |
| CWA Asset Management Group, LLC | 49,000 | $2.13M | 0.11% | +4,267+9.5% | Added |
| Disciplined Equity Management, Inc. | 48,620 | $2.11M | 1.37% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 48,261 | $2.09M | 0.71% | +86+0.2% | Added |
| Caption Management, LLC | 48,000 | $2.08M | 0.09% | +19,200+66.7% | Added |
| Everence Capital Management Inc | 47,920 | $2.08M | 0.14% | −22,610−32.1% | Reduced |
| SeaCrest Wealth Management, LLC | 47,174 | $2.05M | 0.22% | −553−1.2% | Reduced |
| First American Bank | 46,674 | $2.02M | 0.14% | −692−1.5% | Reduced |
| ZWJ Investment Counsel Inc | 46,453 | $2.02M | 0.08% | −418−0.9% | Reduced |
| Argyle Capital Management Inc. | 46,266 | $2.01M | 0.79% | +2,441+5.6% | Added |
| Marco Investment Management LLC | 46,256 | $2.01M | 0.17% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 46,216 | $2.00M | 0.68% | +24,682+114.6% | Added |
| Ostrum Asset Management | 46,038 | $2.00M | 0.17% | +10,992+31.4% | Added |
| Arvest Bank Trust Division | 45,994 | $2.00M | 0.12% | +158+0.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,621 | $1.98M | 0.02% | −16,316−26.3% | Reduced |
| Country Club Bank | 45,499 | $1.97M | 0.13% | +39,949+719.8% | Added |
| Allworth Financial LP | 41,926 | $1.97M | 0.01% | −4,235−9.2% | Reduced |
| Park Avenue Securities LLC | 45,361 | $1.97M | 0.02% | +12,798+39.3% | Added |
| Tradewinds, LLC. | 41,524 | $1.96M | 0.55% | −2,989−6.7% | Reduced |
| Prospera Financial Services Inc | 45,159 | $1.96M | 0.05% | +257+0.6% | Added |
| Empirical Finance, LLC | 45,104 | $1.96M | 0.11% | −587−1.3% | Reduced |
| Catherine Avery Investment Management LLC | 45,091 | $1.96M | 1.73% | +45,091 | New |
| Hills Bank & Trust Co | 45,015 | $1.95M | 0.15% | +834+1.9% | Added |
| Trust Co of Toledo NA | 44,910 | $1.95M | 0.26% | +63+0.1% | Added |
| Intech Investment Management LLC | 44,906 | $1.95M | 0.02% | +25,516+131.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 44,775 | $1.94M | 0.14% | −85,135−65.5% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 44,032 | $1.91M | 1.46% | +44,032 | New |
| Octavia Wealth Advisors, LLC | 43,909 | $1.90M | 0.23% | −2,048−4.5% | Reduced |
| Ahl Investment Management, Inc. | 43,894 | $1.90M | 1.33% | −918−2.0% | Reduced |
| GHP Investment Advisors, Inc. | 43,733 | $1.90M | 0.09% | +1,999+4.8% | Added |
| Investors Research Corp | 43,171 | $1.87M | 0.41% | 00.0% | Unchanged |
| Marotta Asset Management | 42,297 | $1.83M | 0.38% | +100+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 42,150 | $1.83M | 0.04% | −292−0.7% | Reduced |
| Congress Wealth Management LLC | 42,031 | $1.82M | 0.03% | −845−2.0% | Reduced |
| Weiss Asset Management LP | 41,557 | $1.80M | 0.04% | +41,557 | New |
| United Capital Financial Advisers, LLC | 41,553 | $1.80M | 0.02% | −2,798−6.3% | Reduced |
| Foundations Investment Advisors, LLC | 41,381 | $1.80M | 0.03% | +9,483+29.7% | Added |
| Abundance Wealth Counselors | 41,387 | $1.79M | 0.39% | +673+1.7% | Added |
| Argent Advisors, Inc. | 41,188 | $1.79M | 0.66% | −45−0.1% | Reduced |
| one8zero8, LLC | 41,153 | $1.79M | 0.38% | +41,153 | New |
| Level Four Advisory Services, LLC | 41,114 | $1.78M | 0.07% | +386+0.9% | Added |
| Inceptionr LLC | 40,763 | $1.77M | 0.39% | +18,799+85.6% | Added |
| We Are One Seven, LLC | 40,496 | $1.76M | 0.07% | +1,571+4.0% | Added |
| Heritage Wealth Advisors | 40,259 | $1.75M | 0.09% | −642−1.6% | Reduced |
| Allstate Corp | 40,245 | $1.75M | 0.05% | +40,245 | New |
| Cornercap Investment Counsel Inc | 40,194 | $1.74M | 0.56% | −1,325−3.2% | Reduced |
| Kentucky Trust Co | 40,145 | $1.74M | 1.02% | +40,145 | New |
| Diamant Asset Management, Inc. | 39,821 | $1.73M | 1.10% | +3,390+9.3% | Added |
| Legacy Financial Advisors, Inc. | 39,739 | $1.72M | 0.28% | −46,136−53.7% | Reduced |
| Glenmede Trust Co NA | 39,585 | $1.72M | 0.01% | −5,581−12.4% | Reduced |
| Capital Investment Advisors, LLC | 39,413 | $1.71M | 0.03% | +656+1.7% | Added |
| KMG Fiduciary Partners, LLC | 39,385 | $1.71M | 0.14% | +39,385 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 39,232 | $1.70M | 0.45% | +39,232 | New |
| Independence Bank of Kentucky | 39,168 | $1.70M | 0.26% | +3,518+9.9% | Added |
| Icon Advisers Inc | 39,100 | $1.70M | 0.38% | 00.0% | Unchanged |
| Ballast, Inc. | 39,058 | $1.69M | 0.48% | −2,043−5.0% | Reduced |
| Merit Financial Group, LLC | 39,001 | $1.69M | 0.03% | +25,323+185.1% | Added |
| Crews Bank & Trust | 38,656 | $1.68M | 0.28% | +38,656 | New |
| Kinneret Advisory, LLC | 38,486 | $1.67M | 0.16% | −1,793−4.5% | Reduced |
| CAPROCK Group, Inc. | 38,397 | $1.67M | 0.05% | −406−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 38,283 | $1.66M | 0.02% | +3,659+10.6% | Added |
| Marietta Investment Partners LLC | 38,078 | $1.65M | 0.36% | +16,333+75.1% | Added |
| Northstar Advisory Group, LLC | 38,039 | $1.65M | 0.84% | +4,593+13.7% | Added |
| Norris Financial Group, LLC | 37,964 | $1.65M | 0.77% | −974−2.5% | Reduced |
| Mutual Advisors, LLC | 36,483 | $1.64M | 0.05% | +5,103+16.3% | Added |
| Bleakley Financial Group, LLC | 37,734 | $1.64M | 0.05% | +988+2.7% | Added |