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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.

Other share classesTFC.PITFC.POTFC.PR

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.

Institutional holdersQ1 2025: 1,558 institutions
Q1 2021: 1,376 institutionsQ2 2021: 1,353 institutionsQ3 2021: 1,387 institutionsQ4 2021: 1,488 institutionsQ1 2022: 1,508 institutionsQ2 2022: 1,449 institutionsQ3 2022: 1,427 institutionsQ4 2022: 1,491 institutionsQ1 2023: 1,399 institutionsQ2 2023: 1,311 institutionsQ3 2023: 1,272 institutionsQ4 2023: 1,399 institutionsQ1 2024: 1,423 institutionsQ2 2024: 1,424 institutionsQ3 2024: 1,480 institutionsQ4 2024: 1,569 institutionsQ1 2025: 1,558 institutionsQ2 2025: 1,549 institutionsQ3 2025: 1,562 institutionsQ4 2025: 1,669 institutionsQ1 2026: 1,648 institutionsQ2 2026: 1,707 institutions
Value heldQ1 2025: $40.1B
Q1 2021: $57.3BQ2 2021: $53.5BQ3 2021: $57.2BQ4 2021: $56.9BQ1 2022: $55.6BQ2 2022: $46.4BQ3 2022: $42.6BQ4 2022: $42.2BQ1 2023: $33.1BQ2 2023: $29.2BQ3 2023: $26.7BQ4 2023: $35.2BQ1 2024: $36.9BQ2 2024: $37.8BQ3 2024: $41.2BQ4 2024: $42.1BQ1 2025: $40.1BQ2 2025: $41.3BQ3 2025: $43.3BQ4 2025: $47.2BQ1 2026: $42.7BQ2 2026: $46.7B
Institutions holding TFC and their total value by quarter
QuarterHoldersValue
Q2 20261,707$46.7B
Q1 20261,648$42.7B
Q4 20251,669$47.2B
Q3 20251,562$43.3B
Q2 20251,549$41.3B
Q1 20251,558$40.1B
Q4 20241,569$42.1B
Q3 20241,480$41.2B
Q2 20241,424$37.8B
Q1 20241,423$36.9B
Q4 20231,399$35.2B
Q3 20231,272$26.7B
Q2 20231,311$29.2B
Q1 20231,399$33.1B
Q4 20221,491$42.2B
Q3 20221,427$42.6B
Q2 20221,449$46.4B
Q1 20221,508$55.6B
Q4 20211,488$56.9B
Q3 20211,387$57.2B
Q2 20211,353$53.5B
Q1 20211,376$57.3B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q4 2024.

Institutions holding TFC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kovack Advisors, Inc.0$00.00%−6,468−100.0%Sold out
RiverFront Investment Group, LLC0$00.00%−6,223−100.0%Sold out
Golden State Equity Partners0$00.00%−6,124−100.0%Sold out
Strategic Wealth Designers0$00.00%−5,941−100.0%Sold out
Farmers Trust Co0$00.00%−5,834−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−5,795−100.0%Sold out
TAGStone Capital, Inc.0$00.00%−5,725−100.0%Sold out
Traveka Wealth, LLC0$00.00%−5,699−100.0%Sold out
Trust Point Inc.0$00.00%−5,627−100.0%Sold out
Cable Hill Partners, LLC0$00.00%−5,431−100.0%Sold out
CFO4Life Group, LLC0$00.00%−5,360−100.0%Sold out
Balboa Wealth Partners0$00.00%−5,324−100.0%Sold out
Mendel Money Management0$00.00%−5,224−100.0%Sold out
Clear Street Markets LLC0$00.00%−5,200−100.0%Sold out
Cassia Capital Partners, LLC0$00.00%−5,149−100.0%Sold out
Nixon Peabody Trust Co0$00.00%−5,137−100.0%Sold out
Romano Brothers and Company0$00.00%−5,075−100.0%Sold out
Chicago Capital, LLC0$00.00%−5,068−100.0%Sold out
World Equity Group, Inc.0$00.00%−5,050−100.0%Sold out
SevenBridge Financial Group, LLC0$00.00%−4,553−100.0%Sold out
Invesco, LLC0$00.00%−4,936−100.0%Sold out
Western Wealth Management, LLC0$00.00%−4,910−100.0%Sold out
Harbour Trust & Investment Management Co0$00.00%−4,906−100.0%Sold out
Fidelis Capital Partners, LLC0$00.00%−4,479−100.0%Sold out
First American Trust, FSB0$00.00%−4,833−100.0%Sold out
Allegiance Financial Group Advisory Services LLC0$00.00%−4,825−100.0%Sold out
Family Firm, Inc.0$00.00%−4,758−100.0%Sold out
Lafayette Investments, Inc.0$00.00%−4,727−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−4,705−100.0%Sold out
Alaethes Wealth LLC0$00.00%−4,694−100.0%Sold out
ProVise Management Group, LLC0$00.00%−4,683−100.0%Sold out
Delta Financial Group, Inc.0$00.00%−4,646−100.0%Sold out
ASB Consultores, LLC0$00.00%−4,631−100.0%Sold out
PDS Planning, Inc0$00.00%−4,627−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−3,473−100.0%Sold out
WFA Asset Management Corp0$00.00%−3,075−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−2,895−100.0%Sold out
POM Investment Strategies, LLC0$00.00%−2,394−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−2,250−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−2,177−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−1,300−100.0%Sold out
Ethos Financial Group, LLC0$00.00%−1,208−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−996−100.0%Sold out
Elequin Capital LP0$00.00%−800−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−600−100.0%Sold out
Aspetuck Financial Management LLC0$00.00%−500−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−300−100.0%Sold out
Birchbrook, Inc.0$00.00%−200−100.0%Sold out
Painted Porch Advisors LLC0$00.00%−194−100.0%Sold out
Operose Advisors LLC0$00.00%−185−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−154−100.0%Sold out
Stance Capital LLC0$00.00%−125−100.0%Sold out
Menard Financial Group LLC0$00.00%−119−100.0%Sold out
Vision Financial Markets LLC0$00.00%−100−100.0%Sold out
Measured Risk Portfolios, Inc.0$00.00%−100−100.0%Sold out
Rogco, LP0$00.00%−86−100.0%Sold out
One River Asset Management, LLC0$00.00%−83−100.0%Sold out
Conquis Financial LLC0$00.00%−82−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−64−100.0%Sold out
Financial Life Planners0$00.00%−61−100.0%Sold out
Country Trust Bank0$00.00%−12−100.0%Sold out
Sugar Maple Asset Management, LLC0$00.00%−10−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−10−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−7−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Edge Capital Group, LLC––––Not filed
Zions Bancorporation, N.A.––––Not filed
Global Retirement Partners, LLC––––Not filed
Bray Capital Advisors––––Not filed
Northwest Bank & Trust Co––––Not filed
Wetherby Asset Management Inc––––Not filed
Caxton Associates LP––––Not filed
Vise Technologies, Inc.––––Not filed
Hilltop National Bank––––Not filed
Lake Street Advisors Group, LLC––––Not filed
Sugarloaf Wealth Management, LLC––––Not filed
Geller Advisors LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed
Lantern Wealth Advisors, LLC––––Not filed
Montchanin Asset Management, LLC––––Not filed
Anchor Pointe Wealth Management, LLC––––Not filed
AlphaMark Advisors, LLC––––Not filed
HTLF Bank––––Not filed
Criterion Capital Advisors, LLC––––Not filed
Kiely Wealth Advisory Group, Inc.––––Not filed
WR Wealth Planners, LLC––––Not filed
Legacy Investment Solutions, LLC––––Not filed