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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 69,707 | $2.87M | 0.09% | −1,641−2.3% | Reduced |
| Norinchukin Bank, The | 70,113 | $2.89M | 0.05% | +9,105+14.9% | Added |
| Concord Wealth Partners | 70,126 | $2.89M | 0.47% | +40.0% | Added |
| Drucker Wealth 3.0, LLC | 70,251 | $2.89M | 0.64% | −2,532−3.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 70,496 | $2.90M | 0.03% | +2,657+3.9% | Added |
| Edmp, Inc. | 70,522 | $2.90M | 2.43% | −640−0.9% | Reduced |
| Louisiana State Employees Retirement System | 70,800 | $2.91M | 0.06% | −600−0.8% | Reduced |
| Venture Visionary Partners LLC | 71,333 | $2.94M | 0.12% | +5,637+8.6% | Added |
| Steward Partners Investment Advisory, LLC | 71,803 | $2.95M | 0.03% | −188,809−72.4% | Reduced |
| Groupe la Francaise | 71,697 | $2.97M | 0.06% | +5,334+8.0% | Added |
| Salzhauer Michael | 72,384 | $2.98M | 1.82% | +142+0.2% | Added |
| Advisors Asset Management, Inc. | 72,997 | $3.00M | 0.06% | −16,159−18.1% | Reduced |
| Sandy Spring Bank | 73,187 | $3.01M | 0.13% | −9,942−12.0% | Reduced |
| Anchor Investment Management, LLC | 73,387 | $3.02M | 0.28% | −2,636−3.5% | Reduced |
| EJF Capital LLC | 74,250 | $3.06M | 1.94% | +74,250 | New |
| HRT Financial LP | 74,274 | $3.06M | 0.02% | +74,274 | New |
| Glass Wealth Management Co LLC | 74,308 | $3.06M | 1.83% | +6,330+9.3% | Added |
| Wesbanco Bank Inc | 75,171 | $3.09M | 0.11% | −16,694−18.2% | Reduced |
| Thomasville National Bank | 77,470 | $3.19M | 0.23% | +944+1.2% | Added |
| Commonwealth Retirement Investments LLC | 78,034 | $3.21M | 1.31% | +48+0.1% | Added |
| TD Private Client Wealth LLC | 78,564 | $3.23M | 0.09% | +2,579+3.4% | Added |
| Warren Averett Asset Management, LLC | 78,613 | $3.23M | 0.04% | +419+0.5% | Added |
| SCS Capital Management LLC | 79,088 | $3.25M | 0.04% | +79,088 | New |
| Gulf International Bank (UK) Ltd | 79,379 | $3.27M | 0.11% | −24,880−23.9% | Reduced |
| Hartford Investment Management Co | 79,969 | $3.29M | 0.11% | −1,975−2.4% | Reduced |
| Garda Capital Partners LP | 79,983 | $3.29M | 1.85% | +79,983 | New |
| Bragg Financial Advisors, Inc | 80,686 | $3.32M | 0.14% | −2,701−3.2% | Reduced |
| Sandhill Capital Partners LLC | 82,377 | $3.39M | 0.28% | +6,709+8.9% | Added |
| Hengehold Capital Management LLC | 82,615 | $3.40M | 0.32% | +1,777+2.2% | Added |
| Private Advisor Group, LLC | 82,928 | $3.41M | 0.02% | −1,626−1.9% | Reduced |
| HAP Trading, LLC | 83,515 | $3.44M | 1.22% | +14,688+21.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 83,899 | $3.45M | 0.01% | −14,997−15.2% | Reduced |
| Equitable Trust Co | 83,973 | $3.46M | 0.19% | −7,498−8.2% | Reduced |
| Community Bank, N.A. | 84,009 | $3.46M | 0.46% | +1,284+1.6% | Added |
| Van Eck Associates Corp | 84,089 | $3.46M | 0.00% | +10,194+13.8% | Added |
| StoneX Group Inc. | 84,403 | $3.47M | 0.19% | +3,054+3.8% | Added |
| Ieq Capital, LLC | 85,098 | $3.50M | 0.03% | −30,972−26.7% | Reduced |
| New Age Alpha Advisors, LLC | 85,359 | $3.51M | 0.16% | −11,813−12.2% | Reduced |
| Am Investment Strategies LLC | 85,566 | $3.52M | 0.85% | +46+0.1% | Added |
| Kestra Private Wealth Services, LLC | 85,877 | $3.53M | 0.06% | +4,553+5.6% | Added |
| Pacer Advisors, Inc. | 88,389 | $3.64M | 0.01% | −41,399−31.9% | Reduced |
| Semmax Financial Advisors Inc. | 93,562 | $3.65M | 0.99% | +6,890+7.9% | Added |
| Signature Wealth Management Group | 89,518 | $3.68M | 1.44% | +1,362+1.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 89,660 | $3.69M | 0.74% | +7,837+9.6% | Added |
| Steel Peak Wealth Management LLC | 89,898 | $3.70M | 0.16% | +11,564+14.8% | Added |
| Inspire Trust Co, N.A. | 90,000 | $3.70M | 0.88% | +8,000+9.8% | Added |
| Clearstead Advisors, LLC | 90,091 | $3.71M | 0.06% | −808−0.9% | Reduced |
| United Bank | 90,148 | $3.71M | 1.53% | +14,366+19.0% | Added |
| Qsemble Capital Management, LP | 90,416 | $3.72M | 0.40% | +90,416 | New |
| Kentucky Retirement Systems | 91,143 | $3.75M | 0.11% | −881−1.0% | Reduced |
| Iowa State Bank | 91,416 | $3.76M | 0.80% | +1,617+1.8% | Added |
| Wealth Group, Ltd. | 91,613 | $3.77M | 2.44% | +3,007+3.4% | Added |
| XML Financial, LLC | 91,748 | $3.78M | 0.35% | −5,729−5.9% | Reduced |
| Axxcess Wealth Management, LLC | 92,066 | $3.79M | 0.10% | +11,001+13.6% | Added |
| Verdence Capital Advisors LLC | 92,334 | $3.80M | 0.29% | +5,187+6.0% | Added |
| Commerce Bank | 93,306 | $3.84M | 0.02% | −3,737−3.9% | Reduced |
| Keybank National Association | 96,474 | $3.97M | 0.02% | +2,480+2.6% | Added |
| Brinker Capital Investments, LLC | 97,860 | $4.03M | 0.04% | −2,083−2.1% | Reduced |
| Orion Portfolio Solutions, LLC | 97,860 | $4.03M | 0.04% | −2,083−2.1% | Reduced |
| Wellington Shields Capital Management, LLC | 97,992 | $4.03M | 0.73% | +16,955+20.9% | Added |
| Peregrine Asset Advisers, Inc. | 98,153 | $4.04M | 1.51% | +42,377+76.0% | Added |
| Fiduciary Alliance LLC | 98,554 | $4.06M | 0.40% | +936+1.0% | Added |
| Capital Investment Advisory Services, LLC | 99,538 | $4.10M | 0.37% | −150,896−60.3% | Reduced |
| Caption Management, LLC | 100,585 | $4.14M | 0.19% | +52,585+109.6% | Added |
| Hedeker Wealth, LLC | 100,849 | $4.15M | 1.12% | +3,372+3.5% | Added |
| NEOS Investment Management LLC | 101,140 | $4.16M | 0.08% | +18,769+22.8% | Added |
| Sterling Investment Advisors, Ltd. | 101,309 | $4.17M | 1.00% | −3,655−3.5% | Reduced |
| Avanza Fonder AB | 100,780 | $4.19M | 0.14% | −114−0.1% | Reduced |
| ASR Vermogensbeheer N.V. | 101,882 | $4.19M | 0.06% | +101,882 | New |
| Teachers Retirement System of the State of Kentucky | 102,429 | $4.21M | 0.04% | +3,122+3.1% | Added |
| Lido Advisors, LLC | 102,489 | $4.22M | 0.02% | +44,658+77.2% | Added |
| Magnetar Financial LLC | 103,069 | $4.24M | 0.06% | −26,532−20.5% | Reduced |
| Cullinan Associates Inc | 103,235 | $4.25M | 0.30% | −49,802−32.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 103,686 | $4.27M | 1.31% | +3,978+4.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 103,728 | $4.27M | 0.13% | +99,680+2,462.5% | Added |
| Mizuho Securities USA LLC | 105,367 | $4.34M | 0.09% | −20,452−16.3% | Reduced |
| Colonial Trust Advisors | 105,654 | $4.35M | 0.39% | +7,887+8.1% | Added |
| Nordea Investment Management AB | 107,207 | $4.36M | 0.00% | +397+0.4% | Added |
| Patten & Patten Inc | 106,472 | $4.38M | 0.29% | −3,186−2.9% | Reduced |
| Griffin Asset Management, Inc. | 106,480 | $4.38M | 0.54% | −4,322−3.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 106,495 | $4.38M | 0.81% | +100.0% | Added |
| Kempner Capital Management Inc. | 106,692 | $4.39M | 2.47% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 107,525 | $4.42M | 0.11% | +343+0.3% | Added |
| TownSquare Capital, LLC | 107,608 | $4.43M | 0.05% | +6,591+6.5% | Added |
| Dana Investment Advisors, Inc. | 109,451 | $4.50M | 0.16% | −26,218−19.3% | Reduced |
| Atom Investors LP | 110,740 | $4.56M | 0.56% | −46,297−29.5% | Reduced |
| Allianz Asset Management GmbH | 110,740 | $4.56M | 0.01% | +5,062+4.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 110,848 | $4.56M | 0.01% | +87,896+383.0% | Added |
| Woodline Partners LP | 111,177 | $4.57M | 0.03% | +31,454+39.5% | Added |
| Oregon Public Employees Retirement Fund | 113,075 | $4.65M | 0.09% | −730−0.6% | Reduced |
| Bridge Creek Capital Management LLC | 113,591 | $4.67M | 1.47% | −3,397−2.9% | Reduced |
| Country Club Bank | 116,111 | $4.70M | 0.32% | +70,612+155.2% | Added |
| Assetmark, Inc | 114,733 | $4.72M | 0.01% | +22,900+24.9% | Added |
| Fifth Third Bancorp | 116,831 | $4.81M | 0.02% | −3,130−2.6% | Reduced |
| Rakuten Investment Management, Inc. | 120,598 | $4.88M | 0.02% | +120,598 | New |
| Colony Group, LLC | 119,477 | $4.92M | 0.01% | −23,446−16.4% | Reduced |
| Griffith & Werner, Inc. | 119,622 | $4.92M | 3.06% | +15,949+15.4% | Added |
| Federation des caisses Desjardins du Quebec | 119,764 | $4.93M | 0.02% | +17,529+17.1% | Added |
| Shelton Capital Management | 120,039 | $4.94M | 0.12% | −8,516−6.6% | Reduced |
| Whitener Capital Management, Inc. | 120,708 | $4.97M | 1.41% | −2,672−2.2% | Reduced |