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 |
|---|---|---|---|---|---|
| Atlantic Family Wealth, LLC | 5,338 | $219.7K | 0.20% | +230+4.5% | Added |
| Smith, Moore & Co. | 5,356 | $220.4K | 0.02% | +5,356 | New |
| Phillips Wealth Planners LLC | 6,231 | $220.5K | 0.23% | −74−1.2% | Reduced |
| Fortress Wealth Group, LLC | 5,694 | $220.7K | 0.11% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 5,366 | $220.8K | 0.02% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 5,400 | $222.2K | 0.19% | +5,400 | New |
| Apexium Financial, LP | 5,431 | $223.5K | 0.01% | +29+0.5% | Added |
| Central Trust Co | 5,445 | $224.1K | 0.01% | −30−0.5% | Reduced |
| Next Level Private LLC | 5,446 | $224.1K | 0.08% | +61+1.1% | Added |
| Ausdal Financial Partners, Inc. | 5,457 | $224.5K | 0.02% | +569+11.6% | Added |
| Rock Point Advisors, LLC | 5,475 | $225.3K | 0.07% | −400−6.8% | Reduced |
| High Net Worth Advisory Group LLC | 5,477 | $225.4K | 0.06% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5,500 | $226.3K | 0.04% | +58+1.1% | Added |
| Madison Asset Management, LLC | 5,500 | $226.3K | 0.00% | +5,500 | New |
| Capital Analysts, LLC | 5,514 | $227.0K | 0.01% | −300−5.2% | Reduced |
| Muirfield Wealth Advisors LLC | 5,530 | $227.6K | 0.19% | +62+1.1% | Added |
| CNB Bank | 5,540 | $228.0K | 0.12% | −3,504−38.7% | Reduced |
| Signal Advisors Wealth, LLC | 5,558 | $228.7K | 0.02% | +51+0.9% | Added |
| Benedict Financial Advisors Inc | 5,565 | $229.0K | 0.05% | +5,565 | New |
| Smith & Howard Wealth Management, LLC | 5,575 | $229.4K | 0.06% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 5,609 | $230.8K | 0.14% | +7+0.1% | Added |
| L2 Asset Management, LLC | 5,623 | $231.4K | 0.05% | +483+9.4% | Added |
| Great Valley Advisor Group, Inc. | 5,632 | $231.6K | 0.00% | −77−1.3% | Reduced |
| Main Street Financial Solutions, LLC | 5,649 | $232.5K | 0.02% | −347−5.8% | Reduced |
| Castleview Partners, LLC | 5,667 | $233.2K | 0.16% | +8+0.1% | Added |
| Capital Square, LLC | 5,668 | $233.2K | 0.14% | +5+0.1% | Added |
| Tritonpoint Wealth, LLC | 5,684 | $233.9K | 0.02% | +251+4.6% | Added |
| Arbor Investment Advisors, LLC | 5,730 | $235.8K | 0.03% | +1,108+24.0% | Added |
| Transamerica Financial Advisors, Inc. | 5,746 | $237.0K | 0.02% | −90−1.5% | Reduced |
| Advisory Alpha, LLC | 5,782 | $237.9K | 0.01% | +318+5.8% | Added |
| D'Orazio & Associates, Inc. | 5,795 | $238.5K | 0.04% | −21−0.4% | Reduced |
| Waddell & Associates, LLC | 5,801 | $238.7K | 0.03% | +26+0.5% | Added |
| Augustine Asset Management Inc | 5,839 | $240.3K | 0.07% | +521+9.8% | Added |
| Family Legacy, Inc. | 5,870 | $241.6K | 0.08% | −563−8.8% | Reduced |
| DRW Securities, LLC | 5,902 | $242.9K | 0.02% | −3,015−33.8% | Reduced |
| Everstar Asset Management, LLC | 5,908 | $243.1K | 0.16% | −12−0.2% | Reduced |
| Klingenstein Fields & Co LP | 5,912 | $243.3K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 5,917 | $243.5K | 0.02% | +5,917 | New |
| Cascades Capital Asset Management, LLC | 5,929 | $244.0K | 0.13% | +1,245+26.6% | Added |
| Timonier Family Office, LTD. | 5,941 | $244.5K | 0.11% | −551−8.5% | Reduced |
| Evermay Wealth Management LLC | 5,955 | $245.0K | 0.03% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 6,004 | $247.1K | 0.18% | +53+0.9% | Added |
| FDx Advisors, Inc. | 6,033 | $248.0K | 0.08% | −32−0.5% | Reduced |
| Rakuten Securities, Inc. | 6,034 | $248.3K | 0.13% | −151−2.4% | Reduced |
| Transcend Wealth Collective, LLC | 6,065 | $249.6K | 0.02% | −236−3.7% | Reduced |
| Bristlecone Advisors, LLC | 6,067 | $249.7K | 0.02% | −271−4.3% | Reduced |
| Sunpointe, LLC | 6,091 | $250.7K | 0.13% | −71−1.2% | Reduced |
| Lantz Financial LLC | 6,098 | $250.9K | 0.07% | +182+3.1% | Added |
| Avaii Wealth Management, LLC | 6,102 | $251.1K | 0.13% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,110 | $251.4K | 0.19% | −53−0.9% | Reduced |
| Daymark Wealth Partners, LLC | 6,125 | $252.1K | 0.01% | −1,106−15.3% | Reduced |
| Altrius Capital Management Inc | 6,127 | $252.2K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 6,155 | $253.3K | 0.01% | +458+8.0% | Added |
| CVA Family Office, LLC | 6,157 | $253.4K | 0.04% | +193+3.2% | Added |
| LifePlan Financial, LLC | 6,159 | $253.4K | 0.22% | −41−0.7% | Reduced |
| Tennessee Valley Asset Management Partners | 6,226 | $255.4K | 0.04% | +6,226 | New |
| Graypoint LLC | 6,233 | $256.5K | 0.02% | −512−7.6% | Reduced |
| Selective Wealth Management, Inc. | 7,295 | $258.2K | 0.11% | −1,250−14.6% | Reduced |
| Alta Advisers Ltd | 6,350 | $261.3K | 0.11% | +6,350 | New |
| ARS Wealth Advisors Group, LLC | 6,372 | $262.2K | 0.04% | −278−4.2% | Reduced |
| WBH Advisory Inc | 6,374 | $262.3K | 0.02% | −21−0.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,382 | $262.6K | 0.20% | +136+2.2% | Added |
| Financial Advocates Investment Management | 6,392 | $263.0K | 0.02% | −12,529−66.2% | Reduced |
| Bridgewater Advisors Inc. | 6,800 | $263.6K | 0.02% | +6,800 | New |
| Peachtree Investment Partners, LLC | 6,429 | $264.6K | 0.10% | −125−1.9% | Reduced |
| Mather Group, LLC. | 6,452 | $265.5K | 0.00% | +981+17.9% | Added |
| Canton Hathaway, LLC | 6,516 | $268.0K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,529 | $268.7K | 0.01% | +6,529 | New |
| Capstone Investment Advisors, LLC | 6,532 | $268.8K | 0.00% | +770+13.4% | Added |
| Calton & Associates, Inc. | 6,573 | $270.5K | 0.06% | +802+13.9% | Added |
| Fonville Wealth Management LLC | 6,841 | $270.5K | 0.08% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,682 | $271.9K | 0.05% | +688+9.8% | Added |
| Wagner Wealth Management, LLC | 6,630 | $272.8K | 0.07% | −28−0.4% | Reduced |
| Hill Investment Group Partners, LLC | 6,638 | $273.2K | 0.04% | −1,096−14.2% | Reduced |
| Keystone Financial Group | 6,643 | $273.3K | 0.03% | −155−2.3% | Reduced |
| Norden Group LLC | 6,648 | $273.6K | 0.03% | +1,772+36.3% | Added |
| Councilmark Asset Management, LLC | 6,650 | $273.6K | 0.18% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 6,678 | $274.8K | 0.02% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 6,678 | $274.8K | 0.05% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 6,687 | $275.0K | 0.14% | −34−0.5% | Reduced |
| Heartwood Wealth Advisors LLC | 6,698 | $275.6K | 0.03% | 00.0% | Unchanged |
| Sapient Capital LLC | 6,719 | $276.5K | 0.01% | −49−0.7% | Reduced |
| Quotient Wealth Partners, LLC | 6,737 | $277.2K | 0.01% | +209+3.2% | Added |
| Ritholtz Wealth Management | 6,738 | $277.3K | 0.01% | +1,110+19.7% | Added |
| Apella Capital, LLC | 7,301 | $277.4K | 0.01% | +7,301 | New |
| Caldwell Trust Co | 6,749 | $277.7K | 0.03% | +1,439+27.1% | Added |
| Quantessence Capital LLC | 6,775 | $278.8K | 0.07% | −1,991−22.7% | Reduced |
| United Community Bank | 6,878 | $283.0K | 0.11% | +775+12.7% | Added |
| Convergence Financial, LLC | 6,881 | $283.2K | 0.06% | −81−1.2% | Reduced |
| Ci Investments Inc. | 6,916 | $285.0K | 0.00% | −445−6.0% | Reduced |
| Biltmore Family Office, LLC | 6,950 | $286.0K | 0.05% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 7,531 | $286.0K | 0.05% | +7,531 | New |
| SkyView Investment Advisors, LLC | 6,984 | $287.0K | 0.04% | +6,984 | New |
| Sage Investment Counsel LLC | 6,992 | $287.7K | 0.36% | −2,190−23.9% | Reduced |
| Aprio Wealth Management, LLC | 7,039 | $289.7K | 0.04% | −47−0.7% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 7,042 | $289.8K | 0.33% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7,115 | $290.9K | 0.17% | −336−4.5% | Reduced |
| Select Asset Management & Trust | 7,097 | $292.0K | 0.12% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 7,118 | $292.9K | 0.02% | +2,751+63.0% | Added |
| Personal Cfo Solutions, LLC | 7,119 | $293.0K | 0.06% | −389−5.2% | Reduced |