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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 37,468 | $1.63M | 0.12% | +5,695+17.9% | Added |
| Oak Harbor Wealth Partners, LLC | 37,431 | $1.62M | 0.47% | −1,226−3.2% | Reduced |
| Stonebridge Capital Advisors LLC | 36,998 | $1.60M | 0.13% | −8,751−19.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 36,844 | $1.60M | 0.06% | +1,208+3.4% | Added |
| Physicians Financial Services, Inc. | 36,785 | $1.60M | 0.48% | +300+0.8% | Added |
| J. Safra Sarasin Holding AG | 36,781 | $1.60M | 0.03% | −4,768−11.5% | Reduced |
| Wealth Alliance | 36,713 | $1.59M | 0.19% | −849−2.3% | Reduced |
| St. Johns Investment Management Company, LLC | 36,614 | $1.59M | 0.74% | −294−0.8% | Reduced |
| Citizens & Northern Corp | 36,575 | $1.59M | 0.43% | +907+2.5% | Added |
| Twin City Private Wealth, LLC | 36,476 | $1.58M | 1.40% | +826+2.3% | Added |
| Jacobi Capital Management LLC | 36,315 | $1.58M | 0.12% | +464+1.3% | Added |
| Berkeley Capital Partners, LLC | 36,185 | $1.57M | 0.44% | −469−1.3% | Reduced |
| Financial Partners Group, LLC | 35,365 | $1.53M | 0.64% | −647−1.8% | Reduced |
| HF Advisory Group, LLC | 35,117 | $1.52M | 0.70% | +11,789+50.5% | Added |
| Mindset Wealth Management, LLC | 35,110 | $1.52M | 0.56% | −1,736−4.7% | Reduced |
| Sequoia Financial Advisors, LLC | 35,097 | $1.52M | 0.01% | +616+1.8% | Added |
| Beacon Pointe Advisors, LLC | 35,089 | $1.52M | 0.02% | +20,126+134.5% | Added |
| Raleigh Capital Management Inc. | 35,062 | $1.52M | 0.59% | −943−2.6% | Reduced |
| Bray Capital Advisors | 34,929 | $1.52M | 0.41% | −1,202−3.3% | Reduced |
| Arvest Investments, Inc. | 34,739 | $1.51M | 0.24% | −2,310−6.2% | Reduced |
| Resources Investment Advisors, LLC. | 33,906 | $1.47M | 0.02% | +697+2.1% | Added |
| Blair William & Co | 33,777 | $1.47M | 0.00% | −1,276−3.6% | Reduced |
| Wealthspire Advisors, LLC | 33,603 | $1.46M | 0.01% | +7,507+28.8% | Added |
| Eagle Bluffs Wealth Management LLC | 33,442 | $1.45M | 0.78% | −1,767−5.0% | Reduced |
| New England Research & Management, Inc. | 33,128 | $1.44M | 0.73% | −96−0.3% | Reduced |
| Argentarii, LLC | 32,892 | $1.43M | 0.72% | +32,892 | New |
| AIA Group Ltd | 32,629 | $1.42M | 0.03% | −26,307−44.6% | Reduced |
| Bayview Asset Management, LLC | 32,500 | $1.41M | 1.84% | +17,500+116.7% | Added |
| Symphony Financial, Ltd. Co. | 30,085 | $1.41M | 0.22% | +1,871+6.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 32,175 | $1.40M | 0.06% | +19,315+150.2% | Added |
| Trust Co of Vermont | 32,081 | $1.39M | 0.07% | −697−2.1% | Reduced |
| Congress Asset Management Co | 31,966 | $1.39M | 0.01% | +31,966 | New |
| Arcus Capital Partners, LLC | 35,526 | $1.38M | 0.44% | −1,196−3.3% | Reduced |
| Applied Capital LLC | 31,557 | $1.37M | 1.08% | −128−0.4% | Reduced |
| River Wealth Advisors LLC | 31,556 | $1.37M | 0.18% | −3,530−10.1% | Reduced |
| Cubist Systematic Strategies, LLC | 31,417 | $1.36M | 0.02% | −714,442−95.8% | Reduced |
| Aptus Capital Advisors, LLC | 31,260 | $1.36M | 0.02% | +6,678+27.2% | Added |
| D.A. Davidson & Co. | 31,200 | $1.35M | 0.01% | +3,937+14.4% | Added |
| Patten Group, Inc. | 30,802 | $1.34M | 0.30% | −5,475−15.1% | Reduced |
| Canandaigua National Bank & Trust Co | 30,655 | $1.33M | 0.13% | −1,012−3.2% | Reduced |
| Davis Investment Partners, LLC | 31,080 | $1.33M | 0.56% | +34+0.1% | Added |
| United Services Automobile Association | 30,600 | $1.33M | 0.04% | 00.0% | Unchanged |
| Toroso Investments, LLC | 30,575 | $1.33M | 0.01% | −32,228−51.3% | Reduced |
| Taylor Financial Group, Inc. | 30,508 | $1.32M | 0.92% | 00.0% | Unchanged |
| Group One Trading, L.P. | 30,290 | $1.31M | 0.04% | +30,290 | New |
| Paradigm Capital Management, LLC | 30,245 | $1.31M | 1.23% | +50+0.2% | Added |
| HighPoint Advisor Group LLC | 27,673 | $1.31M | 0.07% | +2,882+11.6% | Added |
| Patton Albertson Miller Group, LLC | 30,104 | $1.31M | 0.17% | +2,385+8.6% | Added |
| MUFG Securities EMEA plc | 30,099 | $1.31M | 0.02% | +30,099 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 29,985 | $1.30M | 0.22% | −797−2.6% | Reduced |
| Voya Financial Advisors, Inc. | 29,744 | $1.29M | 0.14% | +333+1.1% | Added |
| Brooks, Moore & Associates, Inc. | 29,726 | $1.29M | 0.76% | −500−1.7% | Reduced |
| GTS Securities LLC | 29,594 | $1.28M | 0.06% | +6,235+26.7% | Added |
| MCF Advisors LLC | 29,451 | $1.28M | 0.09% | +72+0.2% | Added |
| Frank, Rimerman Advisors LLC | 29,448 | $1.28M | 0.09% | +1,094+3.9% | Added |
| BHK Investment Advisors, LLC | 29,367 | $1.27M | 0.48% | +425+1.5% | Added |
| Bahl & Gaynor Inc | 29,296 | $1.27M | 0.01% | −5,777−16.5% | Reduced |
| PBMares Wealth Management LLC | 29,270 | $1.27M | 0.26% | +224+0.8% | Added |
| Lecap Asset Management Ltd | 28,912 | $1.25M | 0.34% | +768+2.7% | Added |
| BCS Wealth Management | 28,776 | $1.25M | 0.31% | −1,452−4.8% | Reduced |
| Sierra Summit Advisors LLC | 28,404 | $1.23M | 0.25% | +28,404 | New |
| Meeder Advisory Services, Inc. | 28,385 | $1.23M | 0.08% | +288+1.0% | Added |
| Nicolet Bankshares Inc | 28,212 | $1.22M | 0.29% | −1,752−5.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 28,126 | $1.22M | 0.10% | +901+3.3% | Added |
| Proequities, Inc. | 25,919 | $1.22M | 0.07% | +8,605+49.7% | Added |
| Oddo BHF Asset Management SAS | 28,013 | $1.22M | 0.06% | +5,090+22.2% | Added |
| Ally Financial Inc. | 28,000 | $1.21M | 0.15% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 27,966 | $1.21M | 0.01% | −6,524−18.9% | Reduced |
| Quadcap Wealth Management, LLC | 27,865 | $1.21M | 0.18% | −4,262−13.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 27,799 | $1.21M | 0.23% | +27,799 | New |
| Gotham Asset Management, LLC | 27,771 | $1.20M | 0.01% | −33−0.1% | Reduced |
| New Century Financial Group, LLC | 27,096 | $1.19M | 0.51% | −285−1.0% | Reduced |
| V-Square Quantitative Management LLC | 27,510 | $1.19M | 0.17% | −1,090−3.8% | Reduced |
| BankPlus Trust Department | 27,465 | $1.19M | 0.39% | +27,465 | New |
| Dividend Assets Capital, LLC | 27,376 | $1.19M | 0.23% | +120.0% | Added |
| Hodges Capital Management Inc. | 27,367 | $1.19M | 0.07% | +11,083+68.1% | Added |
| International Assets Investment Management, LLC | 27,321 | $1.18M | 0.10% | +27,321 | New |
| XTX Topco Ltd | 27,270 | $1.18M | 0.10% | −31,786−53.8% | Reduced |
| William B. Walkup & Associates, Inc. | 27,224 | $1.18M | 0.75% | −205−0.7% | Reduced |
| Founders Financial Alliance, LLC | 27,151 | $1.18M | 0.32% | −110−0.4% | Reduced |
| United Bank | 27,000 | $1.17M | 0.14% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 27,000 | $1.17M | 0.03% | +5,000+22.7% | Added |
| Welch & Forbes LLC | 26,845 | $1.16M | 0.01% | −965−3.5% | Reduced |
| Commerzbank Aktiengesellschaft | 26,806 | $1.16M | 0.03% | +5,208+24.1% | Added |
| Ballentine Partners, LLC | 26,804 | $1.16M | 0.02% | +418+1.6% | Added |
| Trust Co of the South | 26,747 | $1.16M | 0.24% | +1,847+7.4% | Added |
| Linden Thomas Advisory Services, LLC | 26,445 | $1.15M | 0.15% | −277−1.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 26,409 | $1.15M | 0.15% | +1,212+4.8% | Added |
| Profund Advisors LLC | 26,382 | $1.14M | 0.04% | −370−1.4% | Reduced |
| Ted Buchan & Co | 25,929 | $1.13M | 0.54% | +5,202+25.1% | Added |
| Maxi Investments CY Ltd | 26,100 | $1.13M | 0.22% | +26,100 | New |
| Lowe Brockenbrough & Co Inc | 26,081 | $1.13M | 0.07% | −2,775−9.6% | Reduced |
| Fort Sheridan Advisors LLC | 26,060 | $1.13M | 0.16% | +5,255+25.3% | Added |
| GAMMA Investing LLC | 26,040 | $1.13M | 0.10% | +1,732+7.1% | Added |
| Vestcor Inc | 25,967 | $1.13M | 0.04% | −25−0.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 25,929 | $1.12M | 0.06% | −1,293−4.7% | Reduced |
| RBF Capital, LLC | 25,900 | $1.12M | 0.06% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 25,681 | $1.11M | 0.01% | −319−1.2% | Reduced |
| WealthShield Partners, LLC | 25,609 | $1.11M | 0.16% | −1,131−4.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 25,413 | $1.10M | 0.40% | −1,071−4.0% | Reduced |