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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 18,028 | $782.0K | 0.03% | +2,799+18.4% | Added |
| Eads & Heald Wealth Management | 17,939 | $778.0K | 0.38% | +3,925+28.0% | Added |
| David Loasby | 18,138 | $776.0K | 0.07% | +665+3.8% | Added |
| Intrua Financial, LLC | 17,804 | $772.3K | 0.13% | −4,159−18.9% | Reduced |
| Ignite Planners, LLC | 17,499 | $771.7K | 0.17% | +246+1.4% | Added |
| Pine Valley Investments Ltd Liability Co | 17,727 | $769.0K | 0.05% | +1,137+6.9% | Added |
| Two Sigma Securities, LLC | 17,690 | $767.4K | 0.14% | +17,690 | New |
| Brady Family Wealth, LLC | 17,657 | $766.0K | 0.24% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 17,629 | $764.8K | 0.21% | −379−2.1% | Reduced |
| Capital Management Associates | 17,607 | $763.8K | 0.90% | −4,067−18.8% | Reduced |
| Mayfair Advisory Group, LLC | 17,597 | $763.4K | 0.45% | +2,000+12.8% | Added |
| Mangrove Partners | 17,542 | $761.0K | 0.09% | +17,542 | New |
| Gallagher Fiduciary Advisors, LLC | 17,524 | $760.2K | 0.15% | +1,405+8.7% | Added |
| Oxford Asset Management LLP | 17,322 | $751.4K | 0.33% | +17,322 | New |
| AlTi Global, Inc. | 15,772 | $750.8K | 0.02% | +11+0.1% | Added |
| Aspire Private Capital, LLC | 17,300 | $750.5K | 0.19% | −172−1.0% | Reduced |
| Leisure Capital Management | 17,208 | $746.5K | 0.29% | −957−5.3% | Reduced |
| Atomi Financial Group, Inc. | 17,120 | $742.7K | 0.04% | +1,444+9.2% | Added |
| First Horizon Advisors, Inc. | 17,116 | $742.5K | 0.02% | −280−1.6% | Reduced |
| Strategic Advisors LLC | 17,100 | $741.8K | 0.13% | +1,500+9.6% | Added |
| Eastover Investment Advisors LLC | 17,074 | $740.7K | 0.35% | +154+0.9% | Added |
| Canal Capital Management, LLC | 17,002 | $737.6K | 0.12% | +62+0.4% | Added |
| Insigneo Advisory Services, LLC | 16,836 | $730.3K | 0.08% | −533−3.1% | Reduced |
| Rossmore Private Capital | 16,817 | $729.5K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 16,799 | $728.7K | 0.04% | +6,570+64.2% | Added |
| Legacy Wealth Asset Management, LLC | 16,752 | $726.7K | 0.20% | −573−3.3% | Reduced |
| OmniStar Financial Group, Inc. | 16,722 | $725.4K | 0.58% | +84+0.5% | Added |
| Gabelli Funds LLC | 16,700 | $724.4K | 0.01% | −300−1.8% | Reduced |
| Resources Management Corp | 16,600 | $720.0K | 0.10% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 16,592 | $719.8K | 0.02% | +189+1.2% | Added |
| Pines Wealth Management, LLC | 16,778 | $717.8K | 0.31% | +16,778 | New |
| Northwest & Ethical Investments L.P. | 16,500 | $715.8K | 0.02% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 16,328 | $708.3K | 0.36% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 16,288 | $706.6K | 0.15% | −300−1.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 16,278 | $706.1K | 0.06% | +1,302+8.7% | Added |
| Procyon Private Wealth Partners, LLC | 16,269 | $705.7K | 0.05% | −553−3.3% | Reduced |
| Reuter James Wealth Management, LLC | 16,261 | $705.4K | 0.13% | −478−2.9% | Reduced |
| Essex Financial Services, Inc. | 16,157 | $700.9K | 0.05% | +14+0.1% | Added |
| Foster & Motley Inc | 16,051 | $696.0K | 0.05% | +5,014+45.4% | Added |
| Midland Wealth Advisors LLC | 16,023 | $695.1K | 0.04% | −1,782−10.0% | Reduced |
| Broyhill Asset Management | 15,980 | $693.2K | 0.61% | +15,980 | New |
| Inspirion Wealth Advisors, LLC | 15,700 | $690.3K | 0.10% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 15,886 | $689.1K | 0.45% | −1,260−7.3% | Reduced |
| FLC Capital Advisors | 15,849 | $687.5K | 0.16% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 15,824 | $686.4K | 0.09% | +750+5.0% | Added |
| Penserra Capital Management LLC | 15,873 | $686.0K | 0.01% | +2,465+18.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 15,805 | $685.6K | 0.10% | −1,110−6.6% | Reduced |
| IHT Wealth Management, LLC | 15,792 | $685.0K | 0.02% | +344+2.2% | Added |
| Trust Asset Management LLC | 15,787 | $684.8K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15,675 | $680.0K | 0.01% | −3,795−19.5% | Reduced |
| Busey Wealth Management | 15,641 | $678.5K | 0.02% | −751−4.6% | Reduced |
| Atticus Wealth Management, LLC | 15,634 | $678.2K | 0.21% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 15,631 | $678.0K | 0.05% | −31,533−66.9% | Reduced |
| Virtu Financial LLC | 15,564 | $675.0K | 0.04% | +15,564 | New |
| Callan Family Office, LLC | 15,488 | $671.9K | 0.04% | +15,488 | New |
| Dover Advisors, LLC | 15,453 | $670.4K | 0.38% | −400−2.5% | Reduced |
| City Holding Co | 15,368 | $666.7K | 0.09% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 15,298 | $663.6K | 0.02% | +15,298 | New |
| Wealth Quarterback LLC | 15,287 | $663.2K | 0.31% | +266+1.8% | Added |
| Community Bank & Trust, Waco, Texas | 15,286 | $663.0K | 0.15% | +2,551+20.0% | Added |
| Sumitomo Life Insurance Co | 15,240 | $661.1K | 0.01% | −592−3.7% | Reduced |
| Eqis Capital Management, Inc. | 15,201 | $659.4K | 0.05% | +2,151+16.5% | Added |
| Delta Accumulation, LLC | 15,339 | $656.0K | 4.09% | +40.0% | Added |
| First City Capital Management, Inc. | 15,101 | $655.1K | 0.35% | +520+3.6% | Added |
| Live Oak Private Wealth LLC | 15,075 | $654.0K | 0.11% | −335−2.2% | Reduced |
| Loomis Sayles & Co L P | 14,973 | $650.0K | 0.00% | −1,974−11.6% | Reduced |
| Evergreen Capital Management LLC | 14,912 | $646.9K | 0.02% | +136+0.9% | Added |
| HM Payson & Co | 14,855 | $644.4K | 0.01% | −50.0% | Reduced |
| National Asset Management, Inc. | 14,846 | $644.0K | 0.02% | −34,585−70.0% | Reduced |
| LVW Advisors, LLC | 14,841 | $643.8K | 0.08% | −6,279−29.7% | Reduced |
| Gladstone Institutional Advisory LLC | 14,731 | $639.0K | 0.03% | +7,194+95.4% | Added |
| Community Trust & Investment Co | 14,721 | $638.6K | 0.04% | −4,950−25.2% | Reduced |
| Thompson Investment Management, Inc. | 14,676 | $636.6K | 0.09% | −500−3.3% | Reduced |
| Register Financial Advisors LLC | 14,659 | $635.9K | 0.32% | +49+0.3% | Added |
| Citizens Financial Group Inc | 14,633 | $634.8K | 0.01% | +5,085+53.3% | Added |
| Panagora Asset Management Inc | 14,631 | $634.7K | 0.00% | −40.0% | Reduced |
| North Star Investment Management Corp. | 14,629 | $634.6K | 0.04% | −756−4.9% | Reduced |
| Riverbend Wealth Management, LLC | 14,624 | $634.4K | 0.57% | +14,624 | New |
| Kingswood Wealth Advisors, LLC | 14,590 | $632.9K | 0.05% | −1,954−11.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,585 | $632.7K | 0.36% | −100−0.7% | Reduced |
| Montag & Caldwell, LLC | 14,562 | $631.7K | 0.13% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 14,539 | $630.7K | 0.15% | +14,539 | New |
| First Financial Group Corp | 14,535 | $630.5K | 0.70% | +14,535 | New |
| Silver Oak Securities, Inc | 14,504 | $629.0K | 0.06% | +1,334+10.1% | Added |
| Par Capital Management Inc | 14,500 | $629.0K | 0.02% | +4,500+45.0% | Added |
| Alteri Wealth LLC | 14,489 | $628.5K | 0.17% | +14,489 | New |
| Farmers & Merchants Investments Inc | 14,485 | $628.4K | 0.02% | −15−0.1% | Reduced |
| PFG Investments, LLC | 14,421 | $625.6K | 0.04% | +499+3.6% | Added |
| Icon Wealth Advisors, LLC | 14,416 | $625.4K | 0.05% | −2,323−13.9% | Reduced |
| Strategic Blueprint, LLC | 14,402 | $624.8K | 0.04% | −352−2.4% | Reduced |
| Farther Finance Advisors, LLC | 14,376 | $623.6K | 0.02% | −2,167−13.1% | Reduced |
| Lazard Asset Management LLC | 14,316 | $620.0K | 0.00% | +7,197+101.1% | Added |
| EP Wealth Advisors, LLC | 14,246 | $618.0K | 0.01% | −173−1.2% | Reduced |
| Hoxton Planning & Management, LLC | 14,226 | $617.1K | 0.24% | +152+1.1% | Added |
| Caxton Associates LP | 14,144 | $613.6K | 0.02% | −10,916−43.6% | Reduced |
| YANKCOM Partnership | 14,128 | $612.9K | 0.33% | +14,128 | New |
| Whittier Trust Co | 14,108 | $612.0K | 0.01% | −1,123−7.4% | Reduced |
| Headlands Technologies LLC | 14,099 | $611.6K | 0.06% | +8,748+163.5% | Added |
| Tower Bridge Advisors | 14,090 | $611.2K | 0.07% | −600−4.1% | Reduced |
| Geneos Wealth Management Inc. | 14,081 | $610.8K | 0.02% | +437+3.2% | Added |