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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 2,164 | $89.1K | 0.00% | +323+17.5% | Added |
| Golden State Wealth Management, LLC | 2,168 | $89.2K | 0.01% | +10.0% | Added |
| Gables Capital Management Inc. | 2,171 | $89.3K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,175 | $89.5K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,188 | $90.1K | 0.01% | −438−16.7% | Reduced |
| Hughes Financial Services, LLC | 2,292 | $94.0K | 0.02% | +2,292 | New |
| Private Wealth Asset Management, LLC | 2,311 | $95.1K | 0.01% | +2,311 | New |
| Clear Investment Research, LLC | 2,360 | $97.1K | 0.13% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,416 | $99.4K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,430 | $100.0K | 0.02% | 00.0% | Unchanged |
| Curat Global, LLC | 2,443 | $100.5K | 0.12% | +2,443 | New |
| Sunbelt Securities, Inc. | 2,469 | $101.6K | 0.01% | +261+11.8% | Added |
| Millstone Evans Group, LLC | 2,483 | $102.2K | 0.07% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,505 | $103.1K | 0.00% | +102+4.2% | Added |
| Silvant Capital Management LLC | 2,587 | $106.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,630 | $108.2K | 0.01% | −482−15.5% | Reduced |
| Riverview Trust Co | 2,712 | $111.6K | 0.11% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 74,770 | $112.0K | 0.06% | −160.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,827 | $116.0K | 0.00% | −1,818−39.1% | Reduced |
| Quarry LP | 2,820 | $116.0K | 0.03% | +2,820 | New |
| Atlantic Edge Private Wealth Management, LLC | 2,821 | $116.1K | 0.04% | +75+2.7% | Added |
| Boyd Watterson Asset Management LLC | 2,853 | $117.4K | 0.04% | −5−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 2,858 | $117.6K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,865 | $117.9K | 0.01% | −932−24.5% | Reduced |
| Exchange Traded Concepts, LLC | 2,886 | $118.8K | 0.00% | +515+21.7% | Added |
| First PREMIER Bank | 3,000 | $123.0K | 0.03% | 00.0% | Unchanged |
| Viking Fund Management LLC | 3,000 | $123.5K | 0.02% | +3,000 | New |
| Binnacle Investments Inc | 3,044 | $125.3K | 0.09% | +3,044 | New |
| Caldwell Sutter Capital, Inc. | 3,053 | $125.6K | 0.06% | −261−7.9% | Reduced |
| TD Waterhouse Canada Inc. | 3,114 | $127.7K | 0.00% | −69−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,146 | $129.5K | 0.07% | +379+13.7% | Added |
| Curio Wealth, LLC | 2 | $131.1K | 0.07% | −1,035−99.8% | Reduced |
| Versant Capital Management, Inc | 3,208 | $132.0K | 0.02% | +1,895+144.3% | Added |
| Deseret Mutual Benefit Administrators | 3,234 | $133.1K | 0.07% | 00.0% | Unchanged |
| Investment Management Corp | 3,318 | $136.5K | 0.12% | +515+18.4% | Added |
| Asset Dedication, LLC | 3,321 | $136.7K | 0.01% | +27+0.8% | Added |
| Creative Financial Designs Inc | 3,358 | $138.2K | 0.01% | −119−3.4% | Reduced |
| Global Trust Asset Management, LLC | 3,401 | $140.0K | 0.09% | −250−6.8% | Reduced |
| MV Capital Management, Inc. | 3,416 | $140.6K | 0.02% | +137+4.2% | Added |
| Hartford Financial Management Inc. | 3,449 | $141.9K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,503 | $144.1K | 0.13% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 3,540 | $145.7K | 0.03% | +3,514+13,515.4% | Added |
| Dakota Community Bank & Trust NA | 3,545 | $145.9K | 0.70% | −113−3.1% | Reduced |
| Skopos Labs, Inc. | 3,568 | $146.8K | 0.03% | +1,003+39.1% | Added |
| Bruce G. Allen Investments, LLC | 3,733 | $153.6K | 0.12% | −264−6.6% | Reduced |
| Sentry Investment Management LLC | 4,387 | $154.0K | 0.10% | +4,387 | New |
| CarsonAllaria Wealth Management, Ltd. | 3,743 | $154.1K | 0.09% | +106+2.9% | Added |
| Manchester Capital Management LLC | 3,898 | $160.4K | 0.02% | +288+8.0% | Added |
| Newbridge Financial Services Group, Inc. | 3,982 | $163.9K | 0.04% | −470−10.6% | Reduced |
| Wellington Shields & Co., LLC | 4,000 | $164.6K | 0.05% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 4,023 | $166.0K | 0.09% | −458−10.2% | Reduced |
| Cromwell Holdings LLC | 4,108 | $169.0K | 0.11% | 00.0% | Unchanged |
| LRI Investments, LLC | 4,179 | $172.0K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 4,299 | $176.9K | 0.17% | 00.0% | Unchanged |
| Grove Bank & Trust | 4,324 | $177.9K | 0.02% | −1,987−31.5% | Reduced |
| Sound Income Strategies, LLC | 4,370 | $179.8K | 0.01% | −340−7.2% | Reduced |
| Bollard Group LLC | 4,422 | $182.0K | 0.00% | +49+1.1% | Added |
| American Capital Advisory, LLC | 4,476 | $184.2K | 0.10% | −400−8.2% | Reduced |
| Future Financial Wealth Managment LLC | 4,700 | $193.4K | 0.14% | −600−11.3% | Reduced |
| Eastern Bank | 4,859 | $199.9K | 0.00% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $200.0K | 0.09% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 4,905 | $201.8K | 0.04% | −4−0.1% | Reduced |
| VSM Wealth Advisory, LLC | 4,930 | $202.9K | 0.07% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,941 | $203.3K | 0.09% | −786−13.7% | Reduced |
| TrueWealth Advisors, LLC | 4,964 | $204.3K | 0.07% | +51+1.0% | Added |
| LongView Wealth Management | 4,975 | $204.7K | 0.06% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 4,985 | $205.1K | 0.20% | −1,050−17.4% | Reduced |
| Gateway Investment Advisers LLC | 4,989 | $205.3K | 0.00% | +4,989 | New |
| Legacy Advisors, LLC | 5,035 | $207.2K | 0.02% | +5,035 | New |
| Enterprise Bank & Trust Co | 5,051 | $207.8K | 0.08% | +5,051 | New |
| Yeomans Consulting Group, Inc. | 5,062 | $208.3K | 0.08% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 5,063 | $208.4K | 0.09% | −1,117−18.1% | Reduced |
| Spirepoint Private Client, LLC | 5,066 | $208.5K | 0.03% | −10−0.2% | Reduced |
| Providence Capital Advisors, LLC | 5,075 | $208.8K | 0.04% | +5,075 | New |
| Ambassador Advisors, LLC | 5,084 | $209.2K | 0.04% | +419+9.0% | Added |
| Shayne & Co., LLC | 5,086 | $209.3K | 0.05% | 00.0% | Unchanged |
| Old Port Advisors | 5,092 | $209.5K | 0.06% | +5,092 | New |
| Lindbrook Capital, LLC | 5,095 | $209.7K | 0.02% | −685−11.9% | Reduced |
| 1776 Wealth LLC | 5,100 | $209.9K | 0.10% | −1,500−22.7% | Reduced |
| TradeWell Securities, LLC. | 5,149 | $211.9K | 0.12% | −162−3.1% | Reduced |
| Joel Isaacson & Co., LLC | 5,180 | $213.1K | 0.01% | +5,180 | New |
| Headinvest, LLC | 5,186 | $213.4K | 0.04% | −1,445−21.8% | Reduced |
| Avestar Capital, LLC | 5,189 | $213.5K | 0.02% | −1,110−17.6% | Reduced |
| Philadelphia Trust Co | 5,207 | $214.0K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 5,203 | $214.1K | 0.15% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 5,210 | $214.4K | 0.05% | 00.0% | Unchanged |
| PFW Advisors LLC | 5,224 | $215.0K | 0.07% | +3+0.1% | Added |
| Harvest Fund Management Co., Ltd | 5,227 | $215.0K | 0.01% | −1,788−25.5% | Reduced |
| Cannon Wealth Management Services, LLC | 5,559 | $215.2K | 0.19% | +545+10.9% | Added |
| Total Clarity Wealth Management, Inc. | 4,967 | $215.5K | 0.07% | 00.0% | Unchanged |
| Quest Partners LLC | 5,246 | $215.9K | 0.02% | −5,578−51.5% | Reduced |
| West Family Investments, Inc. | 5,256 | $216.3K | 0.08% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,258 | $216.4K | 0.01% | −4,669−47.0% | Reduced |
| Journey Strategic Wealth LLC | 5,262 | $216.5K | 0.01% | +157+3.1% | Added |
| Harbour Investments, Inc. | 5,265 | $216.7K | 0.01% | +1,305+33.0% | Added |
| Element Wealth, LLC | 5,269 | $216.8K | 0.12% | +10+0.2% | Added |
| Cape Investment Advisory, Inc. | 5,290 | $217.7K | 0.09% | −54−1.0% | Reduced |
| Genesis Private Wealth, LLC | 5,298 | $218.0K | 0.12% | +32+0.6% | Added |
| GeoWealth Management, LLC | 5,302 | $218.2K | 0.01% | −777−12.8% | Reduced |
| SC&H Financial Advisors, Inc. | 5,333 | $219.4K | 0.04% | 00.0% | Unchanged |