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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 225,197 | $9.27M | 0.01% | −17,012−7.0% | Reduced |
| Nearwater Capital Markets, Ltd | 230,044 | $9.47M | 0.27% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 230,704 | $9.49M | 0.25% | −22,686−9.0% | Reduced |
| Moore Capital Management, LP | 232,287 | $9.56M | 0.32% | −70,289−23.2% | Reduced |
| Systematic Alpha Investments, LLC | 233,937 | $9.63M | 0.37% | 00.0% | Unchanged |
| DnB Asset Management AS | 234,534 | $9.65M | 0.04% | −7,049−2.9% | Reduced |
| Pinnacle Associates Ltd | 235,964 | $9.71M | 0.14% | +540.0% | Added |
| Modera Wealth Management, LLC | 238,249 | $9.80M | 0.13% | −689−0.3% | Reduced |
| Quantbot Technologies LP | 238,775 | $9.83M | 0.31% | +225,474+1,695.2% | Added |
| Varma Mutual Pension Insurance Co | 239,480 | $9.85M | 0.08% | −24,400−9.2% | Reduced |
| Janus Henderson Group PLC | 245,611 | $9.94M | 0.01% | +65,752+36.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 242,489 | $9.96M | 0.02% | +70,456+41.0% | Added |
| WSFS Capital Management, LLC | 243,787 | $10.0M | 0.60% | +14,342+6.3% | Added |
| Sanctuary Advisors, LLC | 244,893 | $10.1M | 0.07% | −17,716−6.7% | Reduced |
| Old National Bancorp | 253,117 | $10.4M | 0.27% | −2,330−0.9% | Reduced |
| British Columbia Investment Management Corp | 253,879 | $10.4M | 0.06% | −2,551−1.0% | Reduced |
| IFM Investors Pty Ltd | 254,008 | $10.5M | 0.11% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 255,228 | $10.5M | 0.18% | +62,071+32.1% | Added |
| Teacher Retirement System of Texas | 255,744 | $10.5M | 0.04% | +176,755+223.8% | Added |
| Amalgamated Bank | 257,702 | $10.6M | 0.09% | +2,897+1.1% | Added |
| BancorpSouth Bank | 260,183 | $10.7M | 0.76% | +1,852+0.7% | Added |
| Financial Counselors Inc | 261,710 | $10.8M | 0.16% | −147−0.1% | Reduced |
| Kanawha Capital Management LLC | 261,745 | $10.8M | 0.84% | +1,347+0.5% | Added |
| Voya Investment Management LLC | 261,974 | $10.8M | 0.01% | −108,723−29.3% | Reduced |
| CIBC Asset Management Inc | 263,630 | $10.8M | 0.04% | −3,859−1.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 268,504 | $10.9M | 0.12% | +118,156+78.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 266,702 | $11.0M | 0.89% | +3,979+1.5% | Added |
| Brown Advisory Inc | 268,011 | $11.0M | 0.02% | −7,858−2.8% | Reduced |
| Salem Investment Counselors Inc | 270,712 | $11.1M | 0.39% | −22,110−7.6% | Reduced |
| M&G Plc | 277,084 | $11.4M | 0.05% | +7,680+2.9% | Added |
| O'Shaughnessy Asset Management, LLC | 277,969 | $11.4M | 0.09% | +95,265+52.1% | Added |
| Skba Capital Management LLC | 279,000 | $11.5M | 1.71% | +13,600+5.1% | Added |
| Creative Planning | 279,468 | $11.5M | 0.01% | −33,269−10.6% | Reduced |
| Qube Research & Technologies Ltd | 279,849 | $11.5M | 0.02% | −606,503−68.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 281,505 | $11.6M | 0.06% | +12,046+4.5% | Added |
| Retirement Systems of Alabama | 282,781 | $11.6M | 0.05% | −798,094−73.8% | Reduced |
| Citadel Advisors LLC | 284,077 | $11.7M | 0.01% | −1,704,511−85.7% | Reduced |
| Brookstone Capital Management | 286,750 | $11.8M | 0.17% | +10,901+4.0% | Added |
| MML Investors Services, LLC | 288,122 | $11.9M | 0.04% | +6,621+2.4% | Added |
| Guggenheim Capital LLC | 288,158 | $11.9M | 0.11% | −71,352−19.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 289,106 | $11.9M | 0.96% | +8,463+3.0% | Added |
| McRae Capital Management Inc | 290,974 | $12.0M | 2.52% | +10,080+3.6% | Added |
| Canada Pension Plan Investment Board | 291,214 | $12.0M | 0.01% | +17,830+6.5% | Added |
| South Dakota Investment Council | 296,564 | $12.2M | 0.25% | −421−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 300,938 | $12.4M | 0.07% | +18,667+6.6% | Added |
| Czech National Bank | 302,250 | $12.4M | 0.11% | +14,417+5.0% | Added |
| Forsta Ap-Fonden | 305,000 | $12.6M | 0.10% | +16,600+5.8% | Added |
| ProShare Advisors LLC | 308,176 | $12.7M | 0.03% | +23,647+8.3% | Added |
| Coerente Capital Management | 308,734 | $12.7M | 2.48% | +8,065+2.7% | Added |
| Independent Advisor Alliance | 308,893 | $12.7M | 0.42% | +4,151+1.4% | Added |
| Bryn Mawr Trust Co | 310,372 | $12.8M | 0.24% | −7,438−2.3% | Reduced |
| Trexquant Investment LP | 312,405 | $12.9M | 0.15% | +147,176+89.1% | Added |
| Delta Asset Management LLC | 316,499 | $13.0M | 1.24% | −912−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 319,821 | $13.2M | 0.03% | −33,117−9.4% | Reduced |
| Ategra Capital Management, LLC | 326,620 | $13.4M | 10.86% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 327,911 | $13.5M | 0.08% | −14,235−4.2% | Reduced |
| Handelsbanken Fonder AB | 328,093 | $13.5M | 0.06% | +1,709+0.5% | Added |
| Advisor Group Holdings, Inc. | 329,278 | $13.6M | 0.03% | +21,529+7.0% | Added |
| Peapack Gladstone Financial Corp | 329,872 | $13.6M | 0.20% | +1020.0% | Added |
| Baird Financial Group, Inc. | 331,468 | $13.6M | 0.03% | +11,572+3.6% | Added |
| Montgomery Investment Management Inc | 332,089 | $13.7M | 5.44% | −100.0% | Reduced |
| Bogart Wealth, LLC | 337,388 | $13.9M | 0.66% | +5,663+1.7% | Added |
| Sonora Investment Management Group, LLC | 342,018 | $14.1M | 1.11% | +6,815+2.0% | Added |
| MetLife Investment Management | 342,128 | $14.1M | 0.08% | −9,369−2.7% | Reduced |
| Interval Partners, LP | 342,980 | $14.1M | 0.50% | −587,073−63.1% | Reduced |
| Great Lakes Advisors, LLC | 347,187 | $14.2M | 0.13% | +12,374+3.7% | Added |
| KLCM Advisors, Inc. | 350,818 | $14.4M | 1.69% | +2,350+0.7% | Added |
| Public Sector Pension Investment Board | 351,885 | $14.5M | 0.06% | +7,408+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 353,690 | $14.6M | 0.05% | +13,886+4.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 355,689 | $14.6M | 0.03% | +15,689+4.6% | Added |
| Bokf, NA | 359,455 | $14.8M | 0.26% | +88,924+32.9% | Added |
| Verity & Verity, LLC | 362,951 | $14.9M | 1.31% | −62,584−14.7% | Reduced |
| Manning & Napier Advisors LLC | 363,336 | $15.0M | 0.18% | −27,636−7.1% | Reduced |
| Ensign Peak Advisors, Inc | 367,023 | $15.1M | 0.03% | −38,786−9.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 369,963 | $15.2M | 0.15% | +324,342+710.9% | Added |
| US Bancorp | 375,145 | $15.4M | 0.02% | −31,107−7.7% | Reduced |
| AMF Pensionsforsakring AB | 380,807 | $15.7M | 0.12% | −53,104−12.2% | Reduced |
| State of Michigan Retirement System | 383,643 | $15.8M | 0.09% | −3,400−0.9% | Reduced |
| American Assets Investment Management, LLC | 384,000 | $15.8M | 1.38% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 386,981 | $15.9M | 0.03% | +300,503+347.5% | Added |
| Arizona State Retirement System | 389,591 | $16.0M | 0.10% | +5,131+1.3% | Added |
| Silvercrest Asset Management Group LLC | 391,044 | $16.1M | 0.12% | +2,600+0.7% | Added |
| Brandywine Global Investment Management, LLC | 395,069 | $16.3M | 0.12% | +395,069 | New |
| Cramer Rosenthal McGlynn LLC | 400,785 | $16.5M | 1.19% | −35,003−8.0% | Reduced |
| Oppenheimer Asset Management Inc. | 409,105 | $16.8M | 0.21% | +5,379+1.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 412,310 | $17.0M | 0.03% | −2,809−0.7% | Reduced |
| State of New Jersey Common Pension Fund D | 430,785 | $17.7M | 0.08% | −48,549−10.1% | Reduced |
| Russell Investments Group, Ltd. | 432,277 | $17.7M | 0.02% | +20,141+4.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 435,650 | $17.9M | 1.30% | +19,286+4.6% | Added |
| Point72 Europe (London) LLP | 436,073 | $17.9M | 1.24% | −146,796−25.2% | Reduced |
| Mariner, LLC | 436,288 | $18.0M | 0.03% | +3,327+0.8% | Added |
| Comerica Bank | 436,985 | $18.0M | 0.08% | −12,499−2.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 437,097 | $18.0M | 0.09% | +169,480+63.3% | Added |
| Eisler Capital Management Ltd. | 437,500 | $18.0M | 0.54% | +430,829+6,458.2% | Added |
| Nomura Asset Management Co Ltd | 441,059 | $18.1M | 0.06% | −16,261−3.6% | Reduced |
| Professional Advisory Services Inc | 443,667 | $18.3M | 2.56% | +15,743+3.7% | Added |
| Synovus Financial Corp | 444,790 | $18.3M | 0.24% | +3,644+0.8% | Added |
| Natixis | 456,315 | $18.6M | 0.11% | +453,806+18,087.1% | Added |
| Nisa Investment Advisors, LLC | 454,492 | $18.7M | 0.09% | +17,625+4.0% | Added |
| Advisors Capital Management, LLC | 457,755 | $18.8M | 0.29% | +22,246+5.1% | Added |