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 |
|---|---|---|---|---|---|
| Abundance Wealth Counselors | 45,163 | $1.86M | 0.39% | +3,776+9.1% | Added |
| ZWJ Investment Counsel Inc | 45,463 | $1.87M | 0.08% | −990−2.1% | Reduced |
| Capital Investment Advisors, LLC | 45,581 | $1.88M | 0.04% | +6,168+15.6% | Added |
| Congress Wealth Management LLC | 45,779 | $1.89M | 0.02% | +3,748+8.9% | Added |
| Marco Investment Management LLC | 45,906 | $1.89M | 0.18% | −350−0.8% | Reduced |
| Empirical Finance, LLC | 45,964 | $1.89M | 0.11% | +860+1.9% | Added |
| Hills Bank & Trust Co | 46,109 | $1.90M | 0.13% | +1,094+2.4% | Added |
| Trust Co of Toledo NA | 46,156 | $1.90M | 0.25% | +1,246+2.8% | Added |
| Commerzbank Aktiengesellschaft | 46,626 | $1.92M | 0.04% | +19,820+73.9% | Added |
| Prudential PLC | 46,752 | $1.92M | 0.01% | −11,324−19.5% | Reduced |
| Capital International Sarl | 46,828 | $1.93M | 0.04% | +37,016+377.3% | Added |
| Pathway Financial Advisers, LLC | 46,960 | $1.93M | 0.66% | −1,301−2.7% | Reduced |
| Argyle Capital Management Inc. | 46,966 | $1.93M | 0.72% | +700+1.5% | Added |
| Disciplined Equity Management, Inc. | 47,010 | $1.93M | 1.35% | −1,610−3.3% | Reduced |
| Southern Capital Advisors, LLC | 47,191 | $1.94M | 1.08% | +47,191 | New |
| Carnegie Capital Asset Management, LLC | 55,401 | $1.95M | 0.05% | +3,198+6.1% | Added |
| Prospera Financial Services Inc | 47,629 | $1.96M | 0.05% | +2,470+5.5% | Added |
| KMG Fiduciary Partners, LLC | 47,639 | $1.96M | 0.16% | +8,254+21.0% | Added |
| Omers Administration Corp | 47,639 | $1.96M | 0.02% | −8,005−14.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 47,733 | $1.96M | 0.56% | +10,302+27.5% | Added |
| Everence Capital Management Inc | 47,920 | $1.97M | 0.13% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 50,167 | $1.98M | 0.11% | +50,167 | New |
| First American Bank | 48,197 | $1.98M | 0.15% | +1,523+3.3% | Added |
| Signaturefd, LLC | 48,200 | $1.98M | 0.04% | −817−1.7% | Reduced |
| SeaCrest Wealth Management, LLC | 48,231 | $1.98M | 0.22% | +1,057+2.2% | Added |
| Walleye Capital LLC | 48,584 | $2.00M | 0.02% | −888−1.8% | Reduced |
| Centiva Capital, LP | 48,923 | $2.01M | 0.12% | +40,906+510.2% | Added |
| Wellington Management Group LLP | 48,955 | $2.01M | 0.00% | −67,892−58.1% | Reduced |
| Culbertson A N & Co Inc | 48,963 | $2.01M | 0.32% | −740−1.5% | Reduced |
| King Luther Capital Management Corp | 49,156 | $2.02M | 0.01% | −210.0% | Reduced |
| Catherine Avery Investment Management LLC | 49,230 | $2.03M | 1.81% | +4,139+9.2% | Added |
| Thompson Siegel & Walmsley LLC | 49,276 | $2.03M | 0.03% | −646−1.3% | Reduced |
| Triangle Securities Wealth Management | 50,801 | $2.09M | 0.54% | −5,731−10.1% | Reduced |
| IVC Wealth Advisors LLC | 51,098 | $2.10M | 1.13% | −175−0.3% | Reduced |
| Park Avenue Securities LLC | 51,161 | $2.10M | 0.03% | +5,800+12.8% | Added |
| Merit Financial Group, LLC | 51,203 | $2.11M | 0.03% | +12,202+31.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 51,538 | $2.12M | 0.06% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 51,567 | $2.12M | 0.29% | −16,570−24.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 52,039 | $2.14M | 0.26% | −181−0.3% | Reduced |
| Huntington National Bank | 52,211 | $2.15M | 0.02% | −1,541−2.9% | Reduced |
| Novare Capital Management LLC | 52,593 | $2.16M | 0.19% | −18,217−25.7% | Reduced |
| Poehling Capital Management, LLC | 52,658 | $2.17M | 0.55% | +1,457+2.8% | Added |
| Heritage Trust Co | 52,942 | $2.18M | 0.26% | −183−0.3% | Reduced |
| Asio Capital, LLC | 52,983 | $2.18M | 0.42% | −49,169−48.1% | Reduced |
| BlueChip Wealth Advisors LLC | 53,035 | $2.18M | 1.07% | −3,259−5.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 53,047 | $2.18M | 0.08% | −367−0.7% | Reduced |
| Apollon Wealth Management, LLC | 53,112 | $2.19M | 0.05% | −1,390−2.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 61,845 | $2.19M | 0.18% | −128−0.2% | Reduced |
| Capital Investment Counsel, Inc | 53,225 | $2.19M | 0.33% | −7,915−12.9% | Reduced |
| Farmers National Bank | 53,283 | $2.19M | 0.62% | −361−0.7% | Reduced |
| Bailard, Inc. | 53,325 | $2.19M | 0.06% | +176+0.3% | Added |
| Hancock Whitney Corp | 53,594 | $2.21M | 0.07% | −257−0.5% | Reduced |
| David Wealth Management LLC | 54,270 | $2.23M | 1.87% | 00.0% | Unchanged |
| Principal Securities, Inc. | 51,993 | $2.26M | 0.05% | +94+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 55,008 | $2.26M | 0.33% | +55,008 | New |
| Laurel Wealth Advisors LLC | 55,338 | $2.28M | 0.36% | −500−0.9% | Reduced |
| Rather & Kittrell, Inc. | 55,446 | $2.28M | 0.49% | +200.0% | Added |
| Hardin Capital Partners, LLC | 55,617 | $2.29M | 1.40% | −498−0.9% | Reduced |
| Stock Yards Bank & Trust Co | 55,895 | $2.30M | 0.08% | −6,397−10.3% | Reduced |
| Maxi Investments CY Ltd | 56,000 | $2.30M | 0.46% | +29,900+114.6% | Added |
| Arvest Bank Trust Division | 56,327 | $2.32M | 0.15% | +10,333+22.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 56,502 | $2.33M | 0.16% | +45,676+421.9% | Added |
| CWM, LLC | 56,717 | $2.33M | 0.01% | +5,933+11.7% | Added |
| Integrated Advisors Network LLC | 57,264 | $2.36M | 0.12% | +50,948+806.6% | Added |
| Stratos Wealth Partners, LTD. | 57,286 | $2.36M | 0.04% | −3,212−5.3% | Reduced |
| GWN Securities Inc. | 57,406 | $2.37M | 0.13% | +53,092+1,230.7% | Added |
| Gator Capital Management, LLC | 58,000 | $2.39M | 0.91% | 00.0% | Unchanged |
| Simmons Bank | 58,152 | $2.39M | 0.18% | +1,818+3.2% | Added |
| CWA Asset Management Group, LLC | 58,203 | $2.40M | 0.11% | +9,203+18.8% | Added |
| First Bank & Trust | 58,218 | $2.40M | 0.46% | −759−1.3% | Reduced |
| IFG Advisory, LLC | 58,363 | $2.40M | 0.13% | −100−0.2% | Reduced |
| Nkcfo LLC | 58,600 | $2.41M | 1.12% | 00.0% | Unchanged |
| ING Groep NV | 58,834 | $2.42M | 0.02% | −973−1.6% | Reduced |
| Lee Danner & Bass Inc | 59,147 | $2.43M | 0.20% | −20.0% | Reduced |
| Aigen Investment Management, LP | 59,175 | $2.44M | 0.39% | +59,175 | New |
| Peloton Wealth Strategists | 59,400 | $2.44M | 1.02% | −4,900−7.6% | Reduced |
| Elo Mutual Pension Insurance Co | 59,542 | $2.45M | 0.05% | −72,338−54.9% | Reduced |
| Holderness Investments Co | 59,749 | $2.46M | 0.57% | −91−0.2% | Reduced |
| Moors & Cabot, Inc. | 60,231 | $2.48M | 0.13% | −6,402−9.6% | Reduced |
| Crossmark Global Holdings, Inc. | 60,285 | $2.48M | 0.04% | −1,315−2.1% | Reduced |
| Motley Fool Asset Management LLC | 60,719 | $2.50M | 0.14% | −261−0.4% | Reduced |
| Fulton Bank, N.A. | 60,884 | $2.51M | 0.10% | −299−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 60,980 | $2.51M | 0.07% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 61,899 | $2.54M | 0.00% | −2,498−3.9% | Reduced |
| New Mexico Educational Retirement Board | 62,088 | $2.56M | 0.09% | −1,800−2.8% | Reduced |
| Savant Capital, LLC | 62,210 | $2.56M | 0.02% | −11,756−15.9% | Reduced |
| Massmutual Trust Co FSB | 62,283 | $2.56M | 0.07% | −1,544−2.4% | Reduced |
| Maryland State Retirement & Pension System | 62,404 | $2.57M | 0.06% | −8,878−12.5% | Reduced |
| Kavar Capital Partners Group, LLC | 63,521 | $2.61M | 0.44% | −550−0.9% | Reduced |
| Metis Global Partners, LLC | 64,557 | $2.66M | 0.07% | +7,870+13.9% | Added |
| Principle Wealth Partners LLC | 64,575 | $2.66M | 0.19% | +170.0% | Added |
| Cary Street Partners Financial LLC | 65,911 | $2.71M | 0.09% | −1,425−2.1% | Reduced |
| Csenge Advisory Group | 75,695 | $2.72M | 0.15% | −25,077−24.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 66,683 | $2.74M | 0.72% | +27,451+70.0% | Added |
| J.W. Cole Advisors, Inc. | 66,794 | $2.75M | 0.09% | +42,589+176.0% | Added |
| Camden National Bank | 66,900 | $2.75M | 0.41% | +210+0.3% | Added |
| Pettyjohn, Wood & White, Inc | 67,332 | $2.77M | 0.53% | −13,750−17.0% | Reduced |
| Colonial Trust Co | 67,848 | $2.79M | 0.43% | −5,565−7.6% | Reduced |
| Atlantic Union Bankshares Corp | 68,675 | $2.83M | 0.17% | +17,054+33.0% | Added |
| Alaska Permanent Fund Corp | 73,805 | $2.83M | 0.04% | 00.0% | Unchanged |