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; 1,706 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 | 1,706 | $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 |
|---|---|---|---|---|---|
| Iron Horse Wealth Management, LLC | 348 | $14.3K | 0.00% | +126+56.8% | Added |
| Piscataqua Savings Bank | 360 | $14.8K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 362 | $14.9K | 0.01% | +22+6.5% | Added |
| Hanson & Doremus Investment Management | 356 | $15.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $15.3K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 374 | $15.4K | 0.01% | −7−1.8% | Reduced |
| Stephenson National Bank & Trust | 374 | $15.4K | 0.01% | +94+33.6% | Added |
| Aspect Partners, LLC | 375 | $15.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 377 | $15.5K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 378 | $15.6K | 0.00% | +5+1.3% | Added |
| JFS Wealth Advisors, LLC | 381 | $15.7K | 0.00% | +57+17.6% | Added |
| Monetary Management Group Inc | 388 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 374 | $16.1K | 0.01% | −18−4.6% | Reduced |
| FSC Wealth Advisors, LLC | 396 | $16.3K | 0.01% | +4+1.0% | Added |
| Edmond de Rothschild Holding S.A. | 403 | $16.6K | 0.00% | −434−51.9% | Reduced |
| MPWM Advisory Solutions, LLC | 411 | $16.9K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 413 | $17.0K | 0.01% | +3+0.7% | Added |
| Stone House Investment Management, LLC | 417 | $17.2K | 0.00% | +417 | New |
| TD Capital Management LLC | 423 | $17.4K | 0.00% | +397+1,526.9% | Added |
| McIlrath & Eck, LLC | 427 | $17.6K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 443 | $18.2K | 0.00% | +443 | New |
| Centricity Wealth Management, LLC | 456 | $18.8K | 0.02% | +25+5.8% | Added |
| Global Financial Private Client, LLC | 477 | $19.6K | 0.01% | +42+9.7% | Added |
| Opal Wealth Advisors, LLC | 493 | $20.3K | 0.01% | +493 | New |
| Vermillion & White Wealth Management Group, LLC | 498 | $20.5K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $20.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 513 | $21.1K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 522 | $21.5K | 0.11% | +522 | New |
| REAP Financial Group, LLC | 532 | $21.9K | 0.01% | +180+51.1% | Added |
| Peoples Financial Services Corp. | 568 | $23.4K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 570 | $23.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 579 | $23.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $24.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 600 | $24.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 598 | $24.0K | 0.01% | +598 | New |
| Hopwood Financial Services, Inc. | 600 | $24.7K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 609 | $25.1K | 0.02% | +609 | New |
| Financial Perspectives, Inc | 637 | $26.2K | 0.01% | +1+0.2% | Added |
| Rosenberg Matthew Hamilton | 668 | $27.5K | 0.01% | +130+24.2% | Added |
| Winch Advisory Services, LLC | 687 | $28.3K | 0.01% | +7+1.0% | Added |
| Atlantic Private Wealth, LLC | 715 | $29.4K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 741 | $30.5K | 0.01% | +580+360.2% | Added |
| Sachetta, LLC | 749 | $30.8K | 0.01% | −56−7.0% | Reduced |
| Rise Advisors, LLC | 782 | $32.2K | 0.01% | −70−8.2% | Reduced |
| Motco | 798 | $32.8K | 0.00% | +649+435.6% | Added |
| Horizons Wealth Management | 853 | $35.1K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $35.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 874 | $36.0K | 0.00% | +468+115.3% | Added |
| Abound Wealth Management | 890 | $36.6K | 0.01% | −149−14.3% | Reduced |
| Sierra Ocean, LLC | 899 | $37.0K | 0.03% | +352+64.4% | Added |
| BOK Financial Private Wealth, Inc. | 908 | $37.4K | 0.00% | +658+263.2% | Added |
| Winthrop Capital Management, LLC | 914 | $38.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 979 | $40.0K | 0.01% | +130+15.3% | Added |
| TCTC Holdings, LLC | 1,023 | $42.1K | 0.00% | −287−21.9% | Reduced |
| Rossby Financial, LCC | 1,130 | $42.6K | 0.02% | +1,130 | New |
| Pin Oak Investment Advisors Inc | 1,069 | $43.0K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,083 | $44.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,094 | $45.0K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,096 | $45.1K | 0.00% | −1,980−64.4% | Reduced |
| Optimum Investment Advisors | 1,153 | $47.4K | 0.02% | −518−31.0% | Reduced |
| Beacon Capital Management, LLC | 1,165 | $47.9K | 0.01% | +44+3.9% | Added |
| City State Bank | 1,169 | $48.1K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,226 | $50.5K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,229 | $50.6K | 0.00% | −427−25.8% | Reduced |
| Trust Co | 1,233 | $50.7K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,245 | $51.2K | 0.02% | +34+2.8% | Added |
| Ameriflex Group, Inc. | 1,300 | $53.5K | 0.02% | −605−31.8% | Reduced |
| Pinney & Scofield, Inc. | 1,310 | $53.9K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,340 | $55.1K | 0.02% | +64+5.0% | Added |
| UMA Financial Services, Inc. | 1,346 | $55.4K | 0.01% | −12−0.9% | Reduced |
| GW&K Investment Management, LLC | 1,359 | $56.0K | 0.00% | −1−0.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,367 | $56.3K | 0.04% | +1,367 | New |
| Leonteq Securities AG | 1,362 | $56.4K | 0.00% | −257−15.9% | Reduced |
| Mechanics Financial Corp | 1,375 | $56.6K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,388 | $57.1K | 0.01% | +1,088+362.7% | Added |
| Investment Research & Advisory Group, Inc. | 1,427 | $58.7K | 0.02% | +116+8.8% | Added |
| Union Savings Bank | 1,429 | $58.8K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,444 | $59.4K | 0.01% | −12,655−89.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $59.7K | 0.02% | +373+34.6% | Added |
| Chilton Capital Management LLC | 1,500 | $61.7K | 0.00% | −950−38.8% | Reduced |
| Stephens Consulting, LLC | 1,555 | $64.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,599 | $65.8K | 0.00% | +1,181+282.5% | Added |
| Kiker Wealth Management, LLC | 1,605 | $66.0K | 0.05% | +1,605 | New |
| Washington Trust Co | 1,641 | $67.5K | 0.00% | −2,032−55.3% | Reduced |
| Wayfinding Financial, LLC | 1,722 | $70.0K | 0.03% | +1,722 | New |
| Richardson Financial Services Inc. | 1,745 | $71.8K | 0.05% | +50+2.9% | Added |
| Main Street Group, LTD | 1,759 | $72.3K | 0.03% | +100+6.0% | Added |
| Harbor Investment Advisory, LLC | 1,796 | $73.9K | 0.01% | +1,665+1,271.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,828 | $75.3K | 0.01% | −1,135−38.3% | Reduced |
| Bare Financial Services, Inc | 1,840 | $75.7K | 0.03% | +27+1.5% | Added |
| Atlantic Trust, LLC | 1,846 | $76.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,961 | $80.7K | 0.01% | +1,961 | New |
| Capital Advisors, Ltd. LLC | 1,959 | $81.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,970 | $82.0K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 2,002 | $82.4K | 0.05% | +2,002 | New |
| First Command Advisory Services, Inc. | 2,029 | $83.5K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,045 | $84.2K | 0.07% | +70+3.5% | Added |
| Pinnacle Bancorp, Inc. | 2,059 | $84.7K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 2,053 | $85.0K | 0.06% | −113−5.2% | Reduced |
| Aventura Private Wealth, LLC | 2,102 | $86.5K | 0.05% | −151−6.7% | Reduced |