Truist Financial Corp

TFC

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000092230

SEC filings (opens in a new tab)

In the last 90 days, Truist Financial Corp insiders filed 1 open-market purchase and 3 sales; 1,706 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.

Other share classesTFC.PI TFC.PO TFC.PR

13F holders, Q1 2025

Institutional positions in Truist Financial Corp as of Mar 31, 2025. 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: 1,558; +13 vs. Q4 2024
Shares held: 976.5M; +10.9M (+1.1%) vs. Q4 2024
Total value: $40.1B; −$1.83B (−4.4%) vs. Q4 2024
New holders: 119; 631 more added
Sold out: 106; 598 more reduced

24 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 1,558 institutions

Value heldQ1 2025: $40.1B

Institutions holding TFC and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,706	$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, Q1 2025

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q4 2024.

Institutions holding TFC in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
GoalVest Advisory LLC	7	$288	0.00%	+7	New
West Branch Capital LLC	7	$289	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	10	$412	0.00%	00.0%	Unchanged
Greenline Partners, LLC	11	$453	0.00%	+11	New
Y.D. More Investments Ltd	4,608	$510	0.00%	+2,963+180.1%	Added
Dogwood Wealth Management LLC	13	$535	0.00%	+13	New
Principia Wealth Advisory, LLC	15	$570	0.00%	−13−46.4%	Reduced
HFM Investment Advisors, LLC	14	$577	0.00%	+14	New
Osterweis Capital Management Inc	15	$617	0.00%	+15	New
Puff Wealth Management, LLC	15	$623	0.00%	+15	New
Bear Mountain Capital, Inc.	18	$682	0.00%	+18	New
Parkworth Wealth Management, Inc.	17	$700	0.00%	+4+30.8%	Added
Bay Harbor Wealth Management, LLC	18	$740	0.00%	+18	New
Financial Network Wealth Advisors LLC	26	$1.07K	0.00%	+26	New
ORG Partners LLC	32	$1.31K	0.00%	−122−79.2%	Reduced
Quest 10 Wealth Builders, Inc.	34	$1.41K	0.00%	−1,409−97.6%	Reduced
WestEnd Advisors, LLC	38	$1.56K	0.00%	+25+192.3%	Added
Winnow Wealth LLC	41	$1.65K	0.00%	+14+51.9%	Added
Delta Accumulation, LLC	39	$1.67K	0.01%	−15,300−99.7%	Reduced
WealthTrak Capital Management LLC	45	$1.85K	0.00%	+35+350.0%	Added
Core Alternative Capital	50	$2.06K	0.00%	−54−51.9%	Reduced
Capital A Wealth Management, LLC	57	$2.35K	0.00%	+22+62.9%	Added
Abound Financial, LLC	58	$2.39K	0.00%	+58	New
Legacy Wealth Managment, LLC	59	$2.43K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	59	$2.43K	0.00%	00.0%	Unchanged
Spectrum Wealth Counsel, LLC	60	$2.48K	0.00%	00.0%	Unchanged
Transce3nd, LLC	62	$2.54K	0.00%	−184−74.8%	Reduced
Riggs Asset Managment Co. Inc.	64	$2.62K	0.00%	00.0%	Unchanged
Flaharty Asset Management, LLC	69	$2.84K	0.00%	+69	New
TFC Financial Management	70	$2.88K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	76	$3.13K	0.00%	00.0%	Unchanged
Indiana Trust & Investment Management CO	77	$3.17K	0.00%	−100−56.5%	Reduced
Cherry Tree Wealth Management, LLC	78	$3.21K	0.00%	00.0%	Unchanged
Clark Wealth Partners	82	$3.37K	0.00%	−2−2.4%	Reduced
Barnes Dennig Private Wealth Management LLC	85	$3.50K	0.01%	+85	New
PFG Private Wealth Management, LLC	88	$3.62K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	88	$3.62K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	104	$3.86K	0.00%	−11−9.6%	Reduced
Kayne Anderson Rudnick Investment Management LLC	94	$3.91K	0.00%	−336−78.1%	Reduced
NVWM, LLC	95	$3.92K	0.00%	+2+2.2%	Added
Coston, McIsaac & Partners	114	$4.00K	0.00%	00.0%	Unchanged
North Capital, Inc.	99	$4.07K	0.00%	+99	New
Darwin Advisors, LLC	94	$4.08K	0.00%	00.0%	Unchanged
Pineridge Advisors LLC	100	$4.12K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	100	$4.12K	0.00%	+31+44.9%	Added
GPS Wealth Strategies Group, LLC	102	$4.20K	0.00%	+2+2.0%	Added
Bernard Wealth Management Corp.	102	$4.20K	0.00%	+102	New
FSA Wealth Management LLC	105	$4.32K	0.00%	+43+69.4%	Added
Crowley Wealth Management, Inc.	106	$4.36K	0.00%	00.0%	Unchanged
Ridgewood Investments LLC	108	$4.44K	0.00%	+108	New
Halbert Hargrove Global Advisors, LLC	120	$4.92K	0.00%	+120	New
First Financial Corp	120	$4.94K	0.00%	00.0%	Unchanged
Sit Investment Associates Inc	125	$5.00K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	122	$5.00K	0.00%	−1,110−90.1%	Reduced
Compass Financial Services Inc	125	$5.14K	0.00%	+125	New
Ancora Advisors, LLC	129	$5.31K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	134	$5.52K	0.00%	−84−38.5%	Reduced
Park Square Financial Group, LLC	136	$5.60K	0.00%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	141	$5.79K	0.00%	+2+1.4%	Added
Hantz Financial Services, Inc.	137	$6.00K	0.00%	+14+11.4%	Added
McClarren Financial Advisors, Inc.	166	$6.00K	0.00%	+60+56.6%	Added
Duncker Streett & Co Inc	150	$6.17K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	150	$6.17K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	155	$6.38K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	165	$6.79K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	168	$6.91K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	173	$7.12K	0.00%	−56−24.5%	Reduced
Key Financial Inc	174	$7.16K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	180	$7.41K	0.00%	−590−76.6%	Reduced
Fairway Wealth LLC	185	$7.61K	0.00%	+185	New
PSI Advisors, LLC	188	$7.74K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	191	$7.86K	0.00%	−35−15.5%	Reduced
Avion Wealth	188	$8.00K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	195	$8.03K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	198	$8.15K	0.00%	00.0%	Unchanged
Webster Bank, N. A.	200	$8.23K	0.00%	−142−41.5%	Reduced
Beaird Harris Wealth Management, LLC	203	$8.35K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	213	$8.77K	0.00%	00.0%	Unchanged
Security National Bank	215	$8.85K	0.00%	00.0%	Unchanged
TruNorth Capital Management, LLC	216	$8.89K	0.00%	+216	New
Atwood & Palmer Inc	225	$9.26K	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	226	$9.28K	0.02%	−28−11.0%	Reduced
Bayforest Capital Ltd	236	$9.71K	0.00%	−505−68.2%	Reduced
St Germain D J Co Inc	248	$10.2K	0.00%	+248	New
WPG Advisers, LLC	253	$10.4K	0.01%	+91+56.2%	Added
CBIZ Investment Advisory Services, LLC	259	$10.6K	0.00%	+82+46.3%	Added
Bangor Savings Bank	275	$11.3K	0.00%	−291−51.4%	Reduced
Proathlete Wealth Management LLC	281	$11.6K	0.00%	+281	New
Albion Financial Group	281	$11.6K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	291	$12.0K	0.00%	+25+9.4%	Added
Old Second National Bank of Aurora	300	$12.3K	0.00%	−23−7.1%	Reduced
Coastline Trust Co	300	$12.3K	0.00%	00.0%	Unchanged
Olistico Wealth, LLC	300	$12.3K	0.01%	00.0%	Unchanged
Bank of Jackson Hole Trust	270	$12.5K	0.01%	00.0%	Unchanged
Crewe Advisors LLC	306	$12.6K	0.00%	00.0%	Unchanged
Solstein Capital, LLC	311	$12.8K	0.01%	00.0%	Unchanged
Orion Capital Management LLC	324	$13.3K	0.01%	+109+50.7%	Added
Global X Japan Co., Ltd.	330	$13.6K	0.00%	+29+9.6%	Added
Armstrong Advisory Group, Inc	320	$13.9K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	345	$14.2K	0.00%	+345	New