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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 124,161 | $5.11M | 0.25% | −370−0.3% | Reduced |
| Loudon Investment Management, LLC | 125,346 | $5.16M | 2.95% | +2,519+2.1% | Added |
| United Capital Management of KS, Inc. | 125,620 | $5.17M | 1.07% | +3,381+2.8% | Added |
| RSM US Wealth Management LLC | 128,707 | $5.30M | 0.08% | −12,463−8.8% | Reduced |
| Baugh & Associates, LLC | 135,027 | $5.32M | 2.69% | −510−0.4% | Reduced |
| LaFleur & Godfrey LLC | 129,370 | $5.32M | 0.72% | +21,202+19.6% | Added |
| JustInvest LLC | 130,730 | $5.38M | 0.08% | +8,825+7.2% | Added |
| Atria Investments LLC | 130,766 | $5.38M | 0.07% | −3,004−2.2% | Reduced |
| Huber Capital Management LLC | 131,464 | $5.41M | 1.02% | −50,000−27.6% | Reduced |
| Stephens Inc | 131,712 | $5.42M | 0.08% | +1,659+1.3% | Added |
| PGGM Investments | 132,961 | $5.47M | 0.07% | +42,944+47.7% | Added |
| Dakota Wealth Management | 133,325 | $5.49M | 0.13% | −18,046−11.9% | Reduced |
| Abn Amro Investment Solutions | 134,304 | $5.53M | 0.12% | +39,170+41.2% | Added |
| Pinnacle Financial Partners Inc | 134,363 | $5.53M | 0.11% | +47,717+55.1% | Added |
| HB Wealth Management, LLC | 136,982 | $5.64M | 0.05% | +17,514+14.7% | Added |
| Empowered Funds, LLC | 137,205 | $5.65M | 0.08% | +34,228+33.2% | Added |
| Cornerstone Wealth Group, LLC | 137,654 | $5.66M | 0.47% | +11,591+9.2% | Added |
| Bank of Nova Scotia | 137,789 | $5.67M | 0.01% | −436,909−76.0% | Reduced |
| Associated Banc-Corp | 138,165 | $5.69M | 0.17% | −3,288−2.3% | Reduced |
| Oppenheimer & Co Inc | 138,276 | $5.69M | 0.09% | +2,986+2.2% | Added |
| Los Angeles Capital Management LLC | 141,271 | $5.81M | 0.03% | −19,376−12.1% | Reduced |
| OP Asset Management Ltd | 141,787 | $5.83M | 0.10% | +141,787 | New |
| CIBC Private Wealth Group, LLC | 167,170 | $5.84M | 0.01% | −3,541−2.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 142,920 | $5.88M | 0.90% | +404+0.3% | Added |
| Freemont Management S.A. | 143,500 | $5.91M | 2.32% | +26,700+22.9% | Added |
| Concurrent Investment Advisors, LLC | 144,105 | $5.93M | 0.14% | +11,805+8.9% | Added |
| Parcion Private Wealth LLC | 145,951 | $6.01M | 0.49% | +4,050+2.9% | Added |
| Harvest Portfolios Group Inc. | 146,821 | $6.04M | 0.18% | +11,672+8.6% | Added |
| Montag A & Associates Inc | 151,466 | $6.23M | 0.31% | −647−0.4% | Reduced |
| Thrivent Financial for Lutherans | 151,916 | $6.28M | 0.01% | −16,669−9.9% | Reduced |
| Linscomb & Williams, Inc. | 152,804 | $6.29M | 0.31% | +3,592+2.4% | Added |
| Mackenzie Financial Corp | 152,848 | $6.29M | 0.01% | +32,313+26.8% | Added |
| Mutual of America Capital Management LLC | 153,037 | $6.30M | 0.07% | −6,001−3.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 156,101 | $6.32M | 0.03% | +20,298+14.9% | Added |
| State of Alaska, Department of Revenue | 154,183 | $6.34M | 0.07% | +2,800+1.8% | Added |
| Kingsview Wealth Management, LLC | 154,541 | $6.36M | 0.12% | −748−0.5% | Reduced |
| Advisory Services Network, LLC | 154,944 | $6.38M | 0.12% | +3,517+2.3% | Added |
| Davis Selected Advisers | 156,431 | $6.44M | 0.04% | +11,052+7.6% | Added |
| Quantinno Capital Management LP | 157,871 | $6.50M | 0.04% | +59,858+61.1% | Added |
| Reliant Investment Partners, LLC | 158,271 | $6.51M | 6.64% | −328−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 159,182 | $6.55M | 0.04% | −18,618−10.5% | Reduced |
| Alerus Financial NA | 142,894 | $6.55M | 0.52% | +142,894 | New |
| CIBC World Markets Corp | 159,255 | $6.55M | 0.05% | −81,597−33.9% | Reduced |
| Continental Advisors LLC | 159,650 | $6.57M | 4.88% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 160,248 | $6.59M | 0.10% | −6,703−4.0% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 161,000 | $6.63M | 0.13% | −100,362−38.4% | Reduced |
| Alpha Omega Wealth Management LLC | 161,032 | $6.63M | 1.27% | −9,320−5.5% | Reduced |
| Old Point Trust & Financial Services N A | 161,675 | $6.65M | 2.34% | −4,809−2.9% | Reduced |
| Nissay Asset Management Corp | 161,749 | $6.66M | 0.04% | +653+0.4% | Added |
| Pathstone Holdings, LLC | 162,840 | $6.70M | 0.03% | −2,996−1.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 163,030 | $6.71M | 0.01% | −945,436−85.3% | Reduced |
| Vinva Investment Management Ltd | 166,145 | $6.72M | 0.27% | +30,374+22.4% | Added |
| Avantax Advisory Services, Inc. | 164,921 | $6.79M | 0.04% | +6,511+4.1% | Added |
| Zions Bancorporation, National Association | 165,706 | $6.82M | 0.43% | +165,706 | New |
| Argent Trust Co | 166,208 | $6.84M | 0.28% | +2,189+1.3% | Added |
| Highland Capital Management, LLC | 167,853 | $6.91M | 0.41% | −1,967−1.2% | Reduced |
| QRG Capital Management, Inc. | 170,101 | $7.00M | 0.07% | −420.0% | Reduced |
| Pinebridge Investments, L.P. | 170,344 | $7.01M | 0.06% | +170,344 | New |
| M&T Bank Corp | 170,853 | $7.03M | 0.03% | −10,321−5.7% | Reduced |
| Diversified Trust Co | 172,913 | $7.12M | 0.18% | −6,223−3.5% | Reduced |
| NTV Asset Management LLC | 172,936 | $7.12M | 0.95% | −3,740−2.1% | Reduced |
| Ethic Inc. | 174,460 | $7.16M | 0.14% | +11,857+7.3% | Added |
| Maltese Capital Management LLC | 175,000 | $7.20M | 1.17% | +10,000+6.1% | Added |
| Arkadios Wealth Advisors | 175,163 | $7.21M | 0.27% | +48,614+38.4% | Added |
| New York Life Investment Management LLC | 175,952 | $7.24M | 0.07% | −21,329−10.8% | Reduced |
| Ibex Wealth Advisors | 176,762 | $7.27M | 0.96% | +981+0.6% | Added |
| Public Employees Retirement Association of Colorado | 178,223 | $7.33M | 0.03% | −703−0.4% | Reduced |
| Point72 (DIFC) Ltd | 178,987 | $7.37M | 0.71% | +178,987 | New |
| Regions Financial Corp | 179,267 | $7.38M | 0.05% | −38,246−17.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 180,366 | $7.42M | 0.08% | +9,878+5.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 180,598 | $7.43M | 0.09% | −46,200−20.4% | Reduced |
| Yousif Capital Management, LLC | 181,357 | $7.46M | 0.09% | −1,089−0.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 182,154 | $7.50M | 0.49% | +10,559+6.2% | Added |
| Mercer Global Advisors Inc | 182,308 | $7.50M | 0.02% | +5,377+3.0% | Added |
| CIBC World Markets Inc. | 182,711 | $7.52M | 0.02% | +158,069+641.5% | Added |
| Simplex Trading, LLC | 186,150 | $7.66M | 0.27% | +186,150 | New |
| Xponance, Inc. | 187,135 | $7.70M | 0.07% | −170,443−47.7% | Reduced |
| Daiwa Securities Group Inc. | 187,703 | $7.72M | 0.03% | +12,307+7.0% | Added |
| Northern Oak Wealth Management Inc | 188,197 | $7.74M | 1.00% | −7,700−3.9% | Reduced |
| Socorro Asset Management LP | 190,468 | $7.84M | 2.70% | +3,630+1.9% | Added |
| GWM Advisors LLC | 190,719 | $7.85M | 0.05% | +30,631+19.1% | Added |
| Logan Capital Management Inc | 190,726 | $7.85M | 0.36% | +342+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 192,888 | $7.94M | 0.73% | −7,307−3.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 193,824 | $7.98M | 0.08% | −125−0.1% | Reduced |
| Rowland & Co Investment Counsel | 194,678 | $8.01M | 1.69% | −3,726−1.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 195,475 | $8.04M | 0.08% | +2,174+1.1% | Added |
| Intact Investment Management Inc. | 198,200 | $8.16M | 0.28% | 00.0% | Unchanged |
| Cardinal Capital Management | 198,813 | $8.18M | 1.27% | +3,469+1.8% | Added |
| USS Investment Management Ltd | 200,969 | $8.27M | 0.06% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 203,402 | $8.37M | 1.94% | −43,734−17.7% | Reduced |
| Kestra Advisory Services, LLC | 206,588 | $8.50M | 0.04% | +19,411+10.4% | Added |
| Benjamin Edwards Inc | 209,406 | $8.62M | 0.12% | +11,323+5.7% | Added |
| Cresset Asset Management, LLC | 209,639 | $8.63M | 0.04% | −1,899−0.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 213,010 | $8.77M | 0.28% | −63,909−23.1% | Reduced |
| First National Trust Co | 214,029 | $8.81M | 0.35% | +1,601+0.8% | Added |
| Triglav Skladi, D.O.O. | 218,414 | $8.99M | 0.76% | −12,340−5.3% | Reduced |
| Boston Common Asset Management, LLC | 220,214 | $9.06M | 0.28% | +37,401+20.5% | Added |
| Utah Retirement Systems | 221,025 | $9.10M | 0.10% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 221,573 | $9.12M | 0.01% | −380,431−63.2% | Reduced |
| Wealthfront Advisers LLC | 222,228 | $9.14M | 0.02% | +39,430+21.6% | Added |