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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 7,143 | $293.9K | 0.03% | +7,143 | New |
| Ballew Advisors, Inc | 8,309 | $294.1K | 0.20% | +150+1.8% | Added |
| Paragon Capital Management Ltd | 7,190 | $295.9K | 0.06% | +79+1.1% | Added |
| Northstar Asset Management LLC | 7,193 | $296.0K | 0.07% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 7,237 | $297.8K | 0.01% | +1,709+30.9% | Added |
| Paragon Private Wealth Management, LLC | 7,266 | $299.0K | 0.14% | +7,266 | New |
| Aegis Wealth Management LLC | 7,276 | $299.4K | 0.18% | −10.0% | Reduced |
| Catalyst Financial Partners LLC | 7,278 | $299.5K | 0.06% | +432+6.3% | Added |
| Nilsine Partners, LLC | 7,330 | $301.6K | 0.03% | +629+9.4% | Added |
| tru Independence LLC | 7,358 | $302.8K | 0.09% | +49+0.7% | Added |
| MainStreet Investment Advisors LLC | 7,384 | $303.9K | 0.04% | −1,097−12.9% | Reduced |
| Westpac Banking Corp | 7,388 | $304.0K | 0.02% | −1,009−12.0% | Reduced |
| Stone Point Wealth LLC | 7,400 | $304.5K | 0.10% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 7,444 | $306.3K | 0.06% | +116+1.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,492 | $307.3K | 0.02% | +30.0% | Added |
| Simon Quick Advisors, LLC | 7,470 | $307.4K | 0.02% | +2,004+36.7% | Added |
| TCG Advisory Services, LLC | 7,478 | $307.7K | 0.01% | +87+1.2% | Added |
| Hexagon Capital Partners LLC | 7,527 | $309.7K | 0.06% | +218+3.0% | Added |
| ForthRight Wealth Management, LLC | 7,614 | $313.3K | 0.10% | −188−2.4% | Reduced |
| Howard Capital Management Inc. | 7,640 | $314.4K | 0.01% | −1,175−13.3% | Reduced |
| Tompkins Financial Corp | 7,662 | $315.3K | 0.03% | +2,250+41.6% | Added |
| Morris Financial Concepts, Inc. | 7,688 | $316.4K | 0.13% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 7,688 | $316.4K | 0.04% | +7,688 | New |
| Chicago Partners Investment Group LLC | 8,174 | $316.4K | 0.01% | +2,904+55.1% | Added |
| First United Bank Trust | 7,696 | $316.7K | 0.12% | +4,858+171.2% | Added |
| Virtu Financial LLC | 7,711 | $317.0K | 0.02% | −7,853−50.5% | Reduced |
| Aldebaran Financial Inc. | 7,711 | $317.3K | 0.39% | 00.0% | Unchanged |
| Eagle Strategies LLC | 7,727 | $318.0K | 0.06% | −730−8.6% | Reduced |
| Birmingham Capital Management Co Inc | 7,735 | $318.3K | 0.12% | −121−1.5% | Reduced |
| Haverford Trust Co | 7,751 | $319.0K | 0.00% | +262+3.5% | Added |
| Syon Capital LLC | 7,752 | $319.0K | 0.03% | +7,752 | New |
| Brookwood Investment Group LLC | 7,828 | $322.1K | 0.06% | +7,828 | New |
| 1st Source Bank | 7,896 | $324.9K | 0.02% | +161+2.1% | Added |
| BankPlus Wealth Management LLC | 7,910 | $325.5K | 0.24% | +532+7.2% | Added |
| 111 Capital | 7,956 | $327.4K | 0.06% | +7,956 | New |
| First Dallas Securities Inc. | 7,961 | $328.0K | 0.14% | +2,761+53.1% | Added |
| Novus Advisors, LLC | 7,984 | $328.6K | 0.33% | −51−0.6% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $329.2K | 0.00% | 00.0% | Unchanged |
| Manske Wealth Management | 8,009 | $329.6K | 0.12% | −1,590−16.6% | Reduced |
| Total Wealth Planning & Management, Inc. | 8,036 | $330.7K | 0.34% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 8,077 | $332.4K | 0.06% | 00.0% | Unchanged |
| Nwam LLC | 8,087 | $332.8K | 0.03% | −308−3.7% | Reduced |
| LBMC Investment Advisors, LLC | 8,098 | $333.2K | 0.03% | −317−3.8% | Reduced |
| Carolinas Wealth Consulting LLC | 8,104 | $333.5K | 0.07% | −961−10.6% | Reduced |
| Institute for Wealth Management, LLC. | 8,134 | $334.7K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 8,174 | $336.0K | 0.01% | −132−1.6% | Reduced |
| Wynn Capital, LLC | 8,174 | $336.4K | 0.20% | +8,174 | New |
| Founders Grove Wealth Partners, LLC | 8,198 | $337.3K | 0.09% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 8,201 | $337.5K | 0.01% | +2,254+37.9% | Added |
| New Hampshire Trust | 8,220 | $338.3K | 0.08% | +77+0.9% | Added |
| Cim Investment Mangement Inc | 8,227 | $338.5K | 0.08% | −40.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,242 | $339.1K | 0.01% | −706−7.9% | Reduced |
| Abacus Planning Group, Inc. | 8,244 | $339.2K | 0.06% | +76+0.9% | Added |
| Dorsey & Whitney Trust CO LLC | 8,260 | $339.9K | 0.02% | +38+0.5% | Added |
| Cornerstone Advisors Asset Management, LLC | 8,281 | $340.8K | 0.07% | +73+0.9% | Added |
| Ti-Trust, Inc | 8,330 | $342.8K | 0.23% | 00.0% | Unchanged |
| Davis R M Inc | 8,335 | $343.0K | 0.01% | +2,299+38.1% | Added |
| Cypress Wealth Services, LLC | 8,341 | $343.2K | 0.07% | +19+0.2% | Added |
| Chancellor Financial Group WB LP | 8,396 | $345.5K | 0.29% | +819+10.8% | Added |
| IFP Advisors, Inc | 8,406 | $346.0K | 0.01% | +186+2.3% | Added |
| Lecap Asset Management Ltd | 8,416 | $346.3K | 0.08% | −20,496−70.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,435 | $347.1K | 0.04% | −50−0.6% | Reduced |
| Clark Financial Services Group Inc | 8,474 | $348.7K | 0.24% | +8,474 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 8,475 | $348.7K | 0.03% | −37−0.4% | Reduced |
| Hardy Reed LLC | 8,521 | $350.6K | 0.03% | −221−2.5% | Reduced |
| Colonial River Wealth Management, LLC | 8,545 | $351.6K | 0.19% | +98+1.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,650 | $355.9K | 0.00% | +8,650 | New |
| Tocqueville Asset Management L.P. | 8,681 | $357.2K | 0.01% | −1,466−14.4% | Reduced |
| Aaron Wealth Advisors | 8,691 | $357.6K | 0.04% | +979+12.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,766 | $360.7K | 0.02% | −2,400−21.5% | Reduced |
| Avalon Trust Co | 8,775 | $361.1K | 0.03% | −4,225−32.5% | Reduced |
| Code Waechter LLC | 8,874 | $365.0K | 0.30% | +8,874 | New |
| Greatmark Investment Partners, Inc. | 8,876 | $365.2K | 0.05% | +1,874+26.8% | Added |
| Arlington Trust Co LLC | 8,892 | $365.9K | 0.08% | −185−2.0% | Reduced |
| Fiducient Advisors LLC | 8,915 | $366.9K | 0.05% | −400−4.3% | Reduced |
| Jump Financial, LLC | 8,930 | $367.5K | 0.01% | −67,153−88.3% | Reduced |
| HHM Wealth Advisors, LLC | 8,947 | $368.2K | 0.05% | +19+0.2% | Added |
| Fortress Private Ledger, LLC | 8,980 | $369.5K | 0.21% | −33−0.4% | Reduced |
| Outfitter Financial LLC | 8,981 | $369.6K | 0.33% | −405−4.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 9,000 | $370.4K | 0.10% | −600−6.3% | Reduced |
| Fisher Asset Management, LLC | 9,007 | $370.7K | 0.00% | +576+6.8% | Added |
| Clark Capital Management Group, Inc. | 9,013 | $370.9K | 0.00% | +12+0.1% | Added |
| Hayek Kallen Investment Management | 9,047 | $372.0K | 0.14% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 9,085 | $373.9K | 0.01% | +3,633+66.6% | Added |
| FSB Premier Wealth Management, Inc. | 9,107 | $374.7K | 0.15% | −41−0.4% | Reduced |
| Keudell/Morrison Wealth Management | 9,112 | $374.9K | 0.09% | −5−0.1% | Reduced |
| Everett Harris & Co | 9,133 | $375.8K | 0.00% | 00.0% | Unchanged |
| Parthenon LLC | 9,155 | $376.7K | 0.05% | 00.0% | Unchanged |
| Rede Wealth, LLC | 9,185 | $378.0K | 0.13% | −97−1.0% | Reduced |
| Toth Financial Advisory Corp | 9,197 | $378.5K | 0.05% | +1,326+16.8% | Added |
| Sage Mountain Advisors LLC | 9,215 | $379.2K | 0.03% | −1,369−12.9% | Reduced |
| MTM Investment Management, LLC | 9,245 | $379.2K | 0.15% | +15+0.2% | Added |
| Summit Asset Management, LLC | 9,221 | $379.5K | 0.07% | +14+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 9,280 | $381.9K | 0.03% | −583−5.9% | Reduced |
| Lazard Asset Management LLC | 9,294 | $382.0K | 0.00% | −5,022−35.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 9,316 | $383.4K | 0.10% | −641−6.4% | Reduced |
| Maven Securities LTD | 9,407 | $387.1K | 0.08% | −15,302−61.9% | Reduced |
| Stonegate Investment Group, LLC | 9,410 | $387.2K | 0.01% | +3,133+49.9% | Added |
| 5T Wealth, LLC | 9,411 | $387.3K | 0.22% | −14−0.1% | Reduced |
| Concord Asset Management, LLC | 10,449 | $388.1K | 0.09% | 00.0% | Unchanged |