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 |
|---|---|---|---|---|---|
| Northwest Bank & Trust Co | 22,877 | $1.09M | 0.80% | −849−3.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 25,099 | $1.09M | 0.03% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 25,008 | $1.08M | 0.04% | −9,299−27.1% | Reduced |
| Machina Capital S.A.S. | 25,008 | $1.08M | 0.46% | +25,008 | New |
| Madden Securities Corp | 24,900 | $1.08M | 0.43% | −600−2.4% | Reduced |
| Bank Ozk | 24,892 | $1.08M | 0.45% | −4,801−16.2% | Reduced |
| Voleon Capital Management LP | 24,754 | $1.07M | 0.08% | +24,754 | New |
| Maven Securities LTD | 24,709 | $1.07M | 0.17% | −970−3.8% | Reduced |
| Pensionmark Financial Group, LLC | 24,691 | $1.07M | 0.03% | +10,205+70.4% | Added |
| Bridges Investment Management Inc | 24,681 | $1.07M | 0.01% | −94−0.4% | Reduced |
| Hilltop Holdings Inc. | 24,644 | $1.07M | 0.07% | +209+0.9% | Added |
| CIBC World Markets Inc. | 24,642 | $1.07M | 0.00% | −8,621−25.9% | Reduced |
| Horizon Investments, LLC | 24,606 | $1.07M | 0.03% | +442+1.8% | Added |
| Greenwood Capital Associates LLC | 24,538 | $1.06M | 0.14% | +1,084+4.6% | Added |
| Snowden Capital Advisors LLC | 24,428 | $1.06M | 0.03% | −1,115−4.4% | Reduced |
| Great Lakes Retirement, Inc. | 24,293 | $1.05M | 0.14% | −406−1.6% | Reduced |
| Old North State Trust, LLC | 24,235 | $1.05M | 0.67% | −1,162−4.6% | Reduced |
| J.W. Cole Advisors, Inc. | 24,205 | $1.05M | 0.04% | −3,374−12.2% | Reduced |
| Ingalls & Snyder LLC | 24,058 | $1.04M | 0.04% | −63,466−72.5% | Reduced |
| Spire Wealth Management | 23,885 | $1.04M | 0.03% | −760−3.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 23,873 | $1.04M | 0.25% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 23,822 | $1.03M | 0.00% | +283+1.2% | Added |
| Certified Advisory Corp | 23,746 | $1.03M | 0.11% | +40.0% | Added |
| Brighton Jones LLC | 23,581 | $1.02M | 0.03% | +14,093+148.5% | Added |
| Financial Security Advisor, Inc. | 23,120 | $1.00M | 0.25% | −100.0% | Reduced |
| Provident Investment Management, Inc. | 22,955 | $995.8K | 0.10% | +2,775+13.8% | Added |
| RFG Advisory, LLC | 22,954 | $995.8K | 0.03% | −1,026−4.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 22,952 | $995.7K | 0.00% | +3,468+17.8% | Added |
| Widmann Financial Services, Inc. | 22,951 | $995.6K | 0.77% | −79−0.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 22,933 | $995.6K | 0.95% | −586−2.5% | Reduced |
| BKD Wealth Advisors, LLC | 22,816 | $989.7K | 0.02% | −136−0.6% | Reduced |
| Huntleigh Advisors, Inc. | 22,715 | $985.4K | 0.21% | +22,715 | New |
| Moody National Bank Trust Division | 22,709 | $985.1K | 0.10% | −692−3.0% | Reduced |
| Boston Private Wealth LLC | 22,687 | $984.2K | 0.02% | +22,687 | New |
| KG&L Capital Management,LLC | 22,629 | $981.7K | 0.32% | −300−1.3% | Reduced |
| Bank & Trust Co | 22,299 | $967.3K | 0.81% | −310−1.4% | Reduced |
| Monument Capital Management | 22,280 | $966.5K | 0.27% | 00.0% | Unchanged |
| AXA S.A. | 22,189 | $962.6K | 0.00% | −91,353−80.5% | Reduced |
| Marino, Stram & Associates LLC | 22,109 | $959.1K | 0.21% | +63+0.3% | Added |
| Fifth Third Wealth Advisors LLC | 22,104 | $958.9K | 0.05% | +6,813+44.6% | Added |
| EPG Wealth Management LLC | 22,075 | $957.6K | 0.25% | −191−0.9% | Reduced |
| Salomon & Ludwin, LLC | 22,030 | $955.7K | 0.10% | −1,917−8.0% | Reduced |
| MUFG Securities Americas Inc. | 21,993 | $954.1K | 0.12% | +21,993 | New |
| Wetherby Asset Management Inc | 21,888 | $949.5K | 0.05% | −509−2.3% | Reduced |
| NewEdge Wealth, LLC | 21,863 | $948.4K | 0.02% | +2,893+15.3% | Added |
| Meridian Wealth Management, LLC | 21,838 | $947.4K | 0.04% | +105+0.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 21,815 | $946.3K | 0.41% | −440−2.0% | Reduced |
| Driehaus Capital Management LLC | 21,719 | $942.2K | 0.01% | +6,465+42.4% | Added |
| Oakworth Capital, Inc. | 21,536 | $934.2K | 0.06% | −188−0.9% | Reduced |
| Staley Capital Advisers Inc | 21,500 | $932.7K | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 21,436 | $929.9K | 0.02% | −4,823−18.4% | Reduced |
| Coldstream Capital Management Inc | 21,355 | $926.4K | 0.02% | +591+2.8% | Added |
| South State Corp. | 21,282 | $923.2K | 0.06% | −68−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 21,260 | $922.0K | 0.10% | +1,354+6.8% | Added |
| Applied Finance Capital Management, LLC | 21,188 | $919.1K | 0.04% | +943+4.7% | Added |
| Keystone Financial Group, Inc. | 21,133 | $916.8K | 0.74% | +21,133 | New |
| Vontobel Holding Ltd. | 21,070 | $914.0K | 0.00% | −1,247−5.6% | Reduced |
| Capital Asset Advisory Services LLC | 20,726 | $914.0K | 0.05% | +10.0% | Added |
| Compass Ion Advisors, LLC | 21,008 | $911.3K | 0.11% | −24,343−53.7% | Reduced |
| Park Circle Co | 20,930 | $907.9K | 0.83% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 20,760 | $900.6K | 0.03% | −23,087−52.7% | Reduced |
| Lebenthal Global Advisors, LLC | 20,714 | $898.6K | 0.16% | +812+4.1% | Added |
| Leavell Investment Management, Inc. | 20,650 | $895.8K | 0.04% | +886+4.5% | Added |
| Sigma Planning Corp | 20,624 | $894.7K | 0.03% | +157+0.8% | Added |
| Cornerstone Advisors, LLC | 20,600 | $893.6K | 0.04% | 00.0% | Unchanged |
| Ascent Group, LLC | 20,578 | $892.7K | 0.07% | +15,660+318.4% | Added |
| Meitav Dash Investments Ltd | 20,554 | $891.6K | 0.02% | +2,762+15.5% | Added |
| Cornerstone Advisory, LLC | 19,030 | $890.8K | 0.10% | −769−3.9% | Reduced |
| NewSquare Capital LLC | 20,532 | $890.7K | 0.07% | +82+0.4% | Added |
| BIP Wealth, LLC | 20,525 | $890.4K | 0.06% | +12,052+142.2% | Added |
| Plimoth Trust Co LLC | 20,517 | $890.0K | 0.23% | −675−3.2% | Reduced |
| Carson Advisory Inc. | 20,294 | $880.4K | 0.61% | −49−0.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 20,003 | $867.7K | 0.21% | −21,981−52.4% | Reduced |
| Jefferies Financial Group Inc. | 20,000 | $867.6K | 0.01% | +20,000 | New |
| Canandaigua National Trust Co of Florida | 19,951 | $865.5K | 0.68% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 19,943 | $865.0K | 0.09% | +1,724+9.5% | Added |
| Brown Brothers Harriman & Co | 19,613 | $850.8K | 0.01% | −410−2.0% | Reduced |
| Gratus Wealth Advisors, LLC | 19,529 | $847.2K | 0.14% | −1,064−5.2% | Reduced |
| Trust Investment Advisors | 19,381 | $840.7K | 0.54% | −5,517−22.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 19,352 | $839.5K | 0.05% | −1,058−5.2% | Reduced |
| RMR Wealth Builders | 19,165 | $831.4K | 0.09% | +324+1.7% | Added |
| RFP Financial Group LLC | 19,119 | $829.4K | 0.32% | −5,217−21.4% | Reduced |
| Trust Co of Virginia | 19,091 | $828.2K | 0.08% | −720−3.6% | Reduced |
| Buckingham Strategic Partners | 19,064 | $827.0K | 0.01% | −107−0.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,980 | $823.4K | 0.02% | 00.0% | Unchanged |
| Todd Asset Management LLC | 18,927 | $821.1K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 18,921 | $820.8K | 0.05% | −181−0.9% | Reduced |
| Forum Financial Management, LP | 18,886 | $819.3K | 0.01% | +8,489+81.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 18,982 | $811.9K | 0.27% | +927+5.1% | Added |
| TCW Group Inc | 18,707 | $811.5K | 0.01% | +469+2.6% | Added |
| Gsa Capital Partners LLP | 18,619 | $808.0K | 0.06% | +18,619 | New |
| CSS LLC | 18,618 | $807.6K | 0.05% | 00.0% | Unchanged |
| Financial Management Network Inc | 18,269 | $805.6K | 0.17% | +30+0.2% | Added |
| AlphaStar Capital Management, LLC | 18,527 | $803.7K | 0.08% | −1,389−7.0% | Reduced |
| Invst, LLC | 18,483 | $801.8K | 0.10% | +93+0.5% | Added |
| Pitcairn Co | 18,430 | $799.5K | 0.05% | +209+1.1% | Added |
| Valeo Financial Advisors, LLC | 18,278 | $792.9K | 0.02% | −1,747−8.7% | Reduced |
| American Trust | 18,147 | $787.2K | 0.06% | −804−4.2% | Reduced |
| First County Bank | 18,121 | $786.1K | 0.44% | −502−2.7% | Reduced |
| Sheets Smith Wealth Management | 18,065 | $783.7K | 0.10% | +10+0.1% | Added |