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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 9,437 | $388.3K | 0.05% | −193−2.0% | Reduced |
| Aspiriant, LLC | 9,460 | $389.3K | 0.01% | +317+3.5% | Added |
| Valley National Advisers Inc | 9,558 | $393.0K | 0.07% | −163−1.7% | Reduced |
| Continuum Advisory, LLC | 9,565 | $393.6K | 0.05% | +481+5.3% | Added |
| Park Place Capital Corp | 9,587 | $394.5K | 0.11% | +2,110+28.2% | Added |
| Wedmont Private Capital | 11,162 | $395.0K | 0.02% | −1,186−9.6% | Reduced |
| NFP Retirement, Inc. | 9,609 | $395.4K | 0.03% | +9+0.1% | Added |
| Cypress Capital Group | 9,662 | $397.6K | 0.05% | −110−1.1% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,692 | $398.8K | 0.00% | +75+0.8% | Added |
| Sowell Financial Services LLC | 9,703 | $399.3K | 0.02% | −1,400−12.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 9,731 | $400.4K | 0.00% | −542−5.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 9,744 | $401.0K | 0.03% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 9,765 | $401.8K | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 9,789 | $402.8K | 0.04% | −425−4.2% | Reduced |
| International Private Wealth Advisors LLC | 9,796 | $403.1K | 0.39% | +1,035+11.8% | Added |
| WealthTrust Axiom LLC | 9,811 | $403.7K | 0.12% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9,829 | $404.5K | 0.05% | +446+4.8% | Added |
| Conning Inc. | 9,892 | $407.1K | 0.01% | +3,530+55.5% | Added |
| Boltwood Capital Management | 9,950 | $409.4K | 0.12% | +15+0.2% | Added |
| Kennebec Savings Bank | 9,963 | $410.0K | 0.43% | −245−2.4% | Reduced |
| Wilkins Investment Counsel Inc | 9,975 | $410.5K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 9,987 | $411.0K | 0.03% | −220−2.2% | Reduced |
| Good Steward Wealth Advisors,LLC | 9,992 | $411.2K | 0.37% | +9,992 | New |
| Cassaday & Co Wealth Management LLC | 9,995 | $411.3K | 0.01% | −908−8.3% | Reduced |
| American Assets Inc | 10,000 | $411.5K | 0.14% | 00.0% | Unchanged |
| Balentine LLC | 10,013 | $412.0K | 0.02% | +10,013 | New |
| Bingham Private Wealth, LLC | 10,147 | $417.5K | 0.43% | +2,880+39.6% | Added |
| Moneta Group Investment Advisors LLC | 10,148 | $417.6K | 0.01% | −1,274−11.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 10,188 | $417.9K | 0.15% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,162 | $418.2K | 0.01% | −136−1.3% | Reduced |
| Crawford Investment Counsel Inc | 10,169 | $418.5K | 0.01% | −735−6.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,187 | $419.2K | 0.04% | −129−1.3% | Reduced |
| Hamilton Capital Partners Inc. | 10,227 | $420.8K | 0.03% | −3,273−24.2% | Reduced |
| Smith, Salley & Associates | 10,347 | $425.8K | 0.03% | +1,015+10.9% | Added |
| Successful Portfolios LLC | 10,361 | $426.4K | 0.29% | +7+0.1% | Added |
| Rehmann Capital Advisory Group | 10,361 | $426.4K | 0.03% | +229+2.3% | Added |
| Parallel Advisors, LLC | 10,394 | $427.7K | 0.01% | −609−5.5% | Reduced |
| Westover Capital Advisors, LLC | 10,466 | $430.7K | 0.10% | −1,752−14.3% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,508 | $432.4K | 0.17% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 10,532 | $433.4K | 0.01% | −53−0.5% | Reduced |
| Allstate Corp | 10,549 | $434.1K | 0.01% | −29,696−73.8% | Reduced |
| Change Path, LLC | 10,564 | $434.7K | 0.01% | +3,136+42.2% | Added |
| Wright Investors Service Inc | 10,606 | $436.4K | 0.14% | −1,036−8.9% | Reduced |
| R Squared Ltd | 10,610 | $436.6K | 0.47% | +10,610 | New |
| Rothschild Investment LLC | 10,666 | $438.9K | 0.03% | −239,899−95.7% | Reduced |
| Perigon Wealth Management, LLC | 10,691 | $439.9K | 0.01% | −145−1.3% | Reduced |
| Shell Asset Management Co | 10,769 | $443.0K | 0.02% | +971+9.9% | Added |
| Verum Partners LLC | 10,766 | $443.0K | 0.12% | +201+1.9% | Added |
| Perpetual Ltd | 10,851 | $446.5K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 10,856 | $446.7K | 0.02% | +1,695+18.5% | Added |
| MBL Wealth, LLC | 10,881 | $447.8K | 0.05% | +3,141+40.6% | Added |
| EverSource Wealth Advisors, LLC | 10,925 | $449.5K | 0.02% | +605+5.9% | Added |
| Alliance Wealth Advisors, LLC | 10,947 | $450.5K | 0.26% | +144+1.3% | Added |
| Franklin Street Advisors Inc | 10,957 | $451.0K | 0.03% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 10,980 | $451.8K | 0.10% | +3,657+49.9% | Added |
| ICONIQ Capital, LLC | 10,993 | $452.4K | 0.01% | +1,942+21.5% | Added |
| Financial Management Professionals, Inc. | 11,017 | $453.4K | 0.06% | +324+3.0% | Added |
| BLB&B Advisors, LLC | 11,040 | $454.3K | 0.02% | +420+4.0% | Added |
| Roxbury Financial LLC | 9,815 | $454.9K | 0.45% | −143−1.4% | Reduced |
| Longfellow Investment Management Co LLC | 11,083 | $456.1K | 0.11% | 00.0% | Unchanged |
| BSW Wealth Partners | 11,084 | $456.1K | 0.07% | +37+0.3% | Added |
| Cidel Asset Management Inc | 11,111 | $457.2K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11,113 | $457.3K | 0.19% | −16−0.1% | Reduced |
| SLT Holdings LLC | 11,114 | $457.3K | 0.43% | 00.0% | Unchanged |
| Jain Global LLC | 11,226 | $461.9K | 0.01% | +11,226 | New |
| Good Life Advisors, LLC | 11,279 | $464.1K | 0.03% | −739−6.1% | Reduced |
| Vaughan David Investments LLC | 11,352 | $467.0K | 0.01% | −600−5.0% | Reduced |
| Financial Management Network Inc | 13,300 | $467.4K | 0.11% | −4,969−27.2% | Reduced |
| Ellevest, Inc. | 11,510 | $473.6K | 0.03% | +2,764+31.6% | Added |
| NorthRock Partners, LLC | 11,549 | $475.2K | 0.02% | −1,414−10.9% | Reduced |
| Tower Bridge Advisors | 11,590 | $476.9K | 0.05% | −2,500−17.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,592 | $477.0K | 0.12% | −291−2.4% | Reduced |
| Nalls Sherbakoff Group, LLC | 11,622 | $478.2K | 0.39% | +11,622 | New |
| Cutter & CO Brokerage, Inc. | 11,653 | $479.5K | 0.11% | +11,653 | New |
| Sculati Wealth Management, LLC | 11,659 | $479.8K | 0.19% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 11,756 | $483.8K | 0.03% | +248+2.2% | Added |
| Intrust Bank NA | 11,767 | $484.2K | 0.05% | +226+2.0% | Added |
| Heritage Investors Management Corp | 11,775 | $485.0K | 0.02% | 00.0% | Unchanged |
| Washington Capital Management Inc | 12,000 | $493.8K | 0.40% | 00.0% | Unchanged |
| Banco Santander, S.A. | 12,031 | $495.1K | 0.01% | +1,798+17.6% | Added |
| Pathway Financial Advisors LLC | 12,059 | $496.2K | 0.09% | −65−0.5% | Reduced |
| Penserra Capital Management LLC | 12,119 | $497.0K | 0.01% | −3,754−23.7% | Reduced |
| Shepherd Financial Partners LLC | 12,092 | $497.6K | 0.06% | +1,615+15.4% | Added |
| Koshinski Asset Management, Inc. | 12,122 | $498.8K | 0.04% | +1,297+12.0% | Added |
| San Luis Wealth Advisors LLC | 12,124 | $499.0K | 0.11% | +12,124 | New |
| Keel Point, LLC | 12,213 | $502.6K | 0.04% | −313−2.5% | Reduced |
| Thompson Investment Management, Inc. | 12,276 | $505.2K | 0.08% | −2,400−16.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,295 | $505.9K | 0.10% | +20.0% | Added |
| Live Oak Private Wealth LLC | 12,384 | $509.6K | 0.08% | −2,691−17.9% | Reduced |
| LVW Advisors, LLC | 12,447 | $512.2K | 0.06% | −2,394−16.1% | Reduced |
| Landscape Capital Management, L.L.C. | 12,448 | $512.2K | 0.05% | +12,448 | New |
| Texas Yale Capital Corp. | 12,498 | $514.3K | 0.02% | +250+2.0% | Added |
| Farmers & Merchants Investments Inc | 12,508 | $514.7K | 0.02% | −1,977−13.6% | Reduced |
| Uncommon Cents Investing LLC | 12,522 | $515.3K | 0.15% | −18−0.1% | Reduced |
| Aull & Monroe Investment Management Corp | 12,535 | $515.8K | 0.26% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,537 | $515.9K | 0.02% | −398−3.1% | Reduced |
| Forefront Wealth Partners, LLC | 12,552 | $516.5K | 0.35% | +17+0.1% | Added |
| BKD Wealth Advisors, LLC | 12,561 | $516.9K | 0.01% | −10,255−44.9% | Reduced |
| Westwood Holdings Group Inc. | 12,590 | $518.1K | 0.00% | +99+0.8% | Added |
| Evercore Wealth Management, LLC | 12,613 | $519.0K | 0.01% | +10+0.1% | Added |