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, 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brooks, Moore & Associates, Inc. | 29,726 | $1.22M | 0.69% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 29,761 | $1.22M | 0.18% | +1,896+6.8% | Added |
| Atria Wealth Solutions, Inc. | 29,922 | $1.23M | 0.01% | −23,528−44.0% | Reduced |
| United Services Automobile Association | 30,600 | $1.24M | 0.04% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 30,159 | $1.24M | 0.27% | +1,755+6.2% | Added |
| Frank, Rimerman Advisors LLC | 30,475 | $1.25M | 0.10% | +1,027+3.5% | Added |
| Canandaigua National Bank & Trust Co | 30,576 | $1.26M | 0.13% | −79−0.3% | Reduced |
| GTS Securities LLC | 30,583 | $1.26M | 0.05% | +989+3.3% | Added |
| AssuredPartners Investment Advisors, LLC | 30,626 | $1.26M | 0.24% | +2,827+10.2% | Added |
| Wealthspire Advisors, LLC | 30,633 | $1.26M | 0.01% | −2,970−8.8% | Reduced |
| Taylor Financial Group, Inc. | 30,708 | $1.26M | 0.88% | +200+0.7% | Added |
| PBMares Wealth Management LLC | 30,912 | $1.27M | 0.25% | +1,642+5.6% | Added |
| Voya Financial Advisors, Inc. | 31,698 | $1.28M | 0.14% | +1,954+6.6% | Added |
| Aptus Capital Advisors, LLC | 31,279 | $1.29M | 0.01% | +19+0.1% | Added |
| Quadrant Capital Group LLC | 31,429 | $1.29M | 0.05% | +21,936+231.1% | Added |
| Applied Capital LLC | 31,513 | $1.30M | 1.04% | −44−0.1% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 31,600 | $1.30M | 0.61% | +31,600 | New |
| D.A. Davidson & Co. | 31,900 | $1.31M | 0.01% | +700+2.2% | Added |
| Blair William & Co | 32,338 | $1.33M | 0.00% | −1,439−4.3% | Reduced |
| Hennessy Advisors Inc | 32,500 | $1.34M | 0.04% | +5,500+20.4% | Added |
| Belpointe Asset Management LLC | 32,536 | $1.34M | 0.07% | +20,012+159.8% | Added |
| New England Research & Management, Inc. | 32,784 | $1.35M | 0.69% | −344−1.0% | Reduced |
| BankPlus Trust Department | 32,888 | $1.35M | 0.45% | +5,423+19.7% | Added |
| Wealth Advisors of Tampa Bay, LLC | 33,237 | $1.37M | 0.56% | +11,422+52.4% | Added |
| Eagle Bluffs Wealth Management LLC | 33,627 | $1.38M | 0.73% | +185+0.6% | Added |
| Stonebridge Capital Advisors LLC | 33,642 | $1.38M | 0.11% | −3,356−9.1% | Reduced |
| Tounjian Advisory Partners, LLC | 33,744 | $1.39M | 0.26% | +33,744 | New |
| Wolverine Trading, LLC | 34,364 | $1.39M | 0.04% | −33,425−49.3% | Reduced |
| Beacon Pointe Advisors, LLC | 33,980 | $1.40M | 0.02% | −1,109−3.2% | Reduced |
| Raleigh Capital Management Inc. | 34,116 | $1.40M | 0.64% | −946−2.7% | Reduced |
| Payden & Rygel | 34,400 | $1.42M | 0.12% | −347,300−91.0% | Reduced |
| Argentarii, LLC | 34,754 | $1.43M | 0.71% | +1,862+5.7% | Added |
| Mindset Wealth Management, LLC | 34,823 | $1.43M | 0.56% | −287−0.8% | Reduced |
| AMG National Trust Bank | 35,195 | $1.45M | 0.04% | −119,445−77.2% | Reduced |
| Princeton Capital Management LLC | 35,247 | $1.45M | 0.51% | +35,247 | New |
| Financial Partners Group, LLC | 35,386 | $1.46M | 0.63% | +21+0.1% | Added |
| Physicians Financial Services, Inc. | 35,543 | $1.46M | 0.48% | −1,242−3.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,683 | $1.47M | 0.07% | +3,508+10.9% | Added |
| Allworth Financial LP | 38,981 | $1.48M | 0.01% | −2,945−7.0% | Reduced |
| Hodges Capital Management Inc. | 36,321 | $1.50M | 0.15% | +8,954+32.7% | Added |
| St. Johns Investment Management Company, LLC | 36,602 | $1.51M | 0.74% | −120.0% | Reduced |
| Ostrum Asset Management | 36,636 | $1.51M | 0.08% | −9,402−20.4% | Reduced |
| Arcus Capital Partners, LLC | 36,722 | $1.51M | 0.61% | +1,196+3.4% | Added |
| Legacy Financial Advisors, Inc. | 36,769 | $1.51M | 0.25% | −2,970−7.5% | Reduced |
| JT Stratford LLC | 37,157 | $1.53M | 0.27% | −29,173−44.0% | Reduced |
| Wealth Alliance | 37,167 | $1.53M | 0.19% | +454+1.2% | Added |
| Jacobi Capital Management LLC | 37,356 | $1.54M | 0.11% | +1,041+2.9% | Added |
| Investment Management Corp of Ontario | 37,532 | $1.54M | 0.03% | −41,138−52.3% | Reduced |
| Independence Bank of Kentucky | 37,611 | $1.55M | 0.24% | −1,557−4.0% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $1.55M | 0.05% | −275,700−95.7% | Reduced |
| Marietta Investment Partners LLC | 37,738 | $1.55M | 0.37% | −340−0.9% | Reduced |
| Citizens & Northern Corp | 37,743 | $1.55M | 0.44% | +1,168+3.2% | Added |
| Generali Asset Management SPA SGR | 37,774 | $1.55M | 0.04% | +31,879+540.8% | Added |
| NBC Securities, Inc. | 37,916 | $1.56M | 0.13% | +37,883+114,797.0% | Added |
| Berkeley Capital Partners, LLC | 38,009 | $1.56M | 0.43% | +1,824+5.0% | Added |
| Resources Investment Advisors, LLC. | 38,039 | $1.57M | 0.02% | +4,133+12.2% | Added |
| Umb Bank N A | 38,208 | $1.57M | 0.03% | −133,064−77.7% | Reduced |
| Sequoia Financial Advisors, LLC | 38,333 | $1.58M | 0.01% | +3,236+9.2% | Added |
| Kinneret Advisory, LLC | 38,357 | $1.58M | 0.16% | −129−0.3% | Reduced |
| Bleakley Financial Group, LLC | 38,358 | $1.58M | 0.05% | +624+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 38,478 | $1.58M | 0.06% | +1,634+4.4% | Added |
| Diamant Asset Management, Inc. | 38,621 | $1.59M | 1.21% | −1,200−3.0% | Reduced |
| Neville Rodie & Shaw Inc | 38,683 | $1.59M | 0.12% | +1,215+3.2% | Added |
| Crews Bank & Trust | 38,814 | $1.60M | 0.27% | +158+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 38,820 | $1.60M | 0.11% | +38,820 | New |
| Norris Financial Group, LLC | 38,913 | $1.60M | 0.75% | +949+2.5% | Added |
| Morningstar Investment Services LLC | 38,963 | $1.60M | 0.29% | −49,336−55.9% | Reduced |
| Icon Advisers Inc | 39,100 | $1.61M | 0.38% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 39,119 | $1.61M | 0.04% | −15,715−28.7% | Reduced |
| Ballast, Inc. | 39,348 | $1.62M | 0.46% | +290+0.7% | Added |
| Octavia Wealth Advisors, LLC | 39,360 | $1.62M | 0.20% | −4,549−10.4% | Reduced |
| Kentucky Trust Co | 39,445 | $1.62M | 0.96% | −700−1.7% | Reduced |
| Twin City Private Wealth, LLC | 39,515 | $1.63M | 1.43% | +3,039+8.3% | Added |
| Bridgefront Capital, LLC | 39,653 | $1.63M | 0.47% | −6,563−14.2% | Reduced |
| Mutual Advisors, LLC | 43,319 | $1.63M | 0.05% | +6,836+18.7% | Added |
| Cornercap Investment Counsel Inc | 39,758 | $1.64M | 0.86% | −436−1.1% | Reduced |
| Level Four Advisory Services, LLC | 40,040 | $1.65M | 0.07% | −1,074−2.6% | Reduced |
| HF Advisory Group, LLC | 40,096 | $1.65M | 0.72% | +4,979+14.2% | Added |
| Heritage Wealth Advisors | 40,180 | $1.65M | 0.08% | −79−0.2% | Reduced |
| one8zero8, LLC | 40,403 | $1.66M | 0.39% | −750−1.8% | Reduced |
| J. Safra Sarasin Holding AG | 40,745 | $1.68M | 0.03% | +3,964+10.8% | Added |
| Tradewinds, LLC. | 41,053 | $1.69M | 0.48% | −471−1.1% | Reduced |
| Arvest Investments, Inc. | 41,223 | $1.70M | 0.27% | +6,484+18.7% | Added |
| Foundations Investment Advisors, LLC | 41,261 | $1.70M | 0.03% | −120−0.3% | Reduced |
| Nomura Holdings Inc | 41,544 | $1.71M | 0.01% | −15,301−26.9% | Reduced |
| Argent Advisors, Inc. | 41,585 | $1.71M | 0.57% | +397+1.0% | Added |
| CAPROCK Group, Inc. | 41,846 | $1.72M | 0.05% | +3,449+9.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 41,854 | $1.72M | 0.03% | −296−0.7% | Reduced |
| Vident Advisory, LLC | 42,438 | $1.75M | 0.03% | −13,605−24.3% | Reduced |
| Glenmede Trust Co NA | 42,680 | $1.76M | 0.01% | +3,095+7.8% | Added |
| AIA Group Ltd | 42,805 | $1.76M | 0.04% | +10,176+31.2% | Added |
| Ronald Blue Trust, Inc. | 43,020 | $1.77M | 0.02% | +4,737+12.4% | Added |
| Investors Research Corp | 43,378 | $1.79M | 0.39% | +207+0.5% | Added |
| Ahl Investment Management, Inc. | 43,744 | $1.80M | 1.24% | −150−0.3% | Reduced |
| Marotta Asset Management | 42,197 | $1.80M | 0.35% | −100−0.2% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 44,050 | $1.81M | 1.41% | +180.0% | Added |
| GHP Investment Advisors, Inc. | 44,433 | $1.83M | 0.09% | +700+1.6% | Added |
| United Capital Financial Advisers, LLC | 44,552 | $1.83M | 0.02% | +2,999+7.2% | Added |
| Intech Investment Management LLC | 44,906 | $1.85M | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 45,036 | $1.85M | 0.06% | −41,515−48.0% | Reduced |