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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 12,615 | $519.1K | 0.02% | +2,781+28.3% | Added |
| Wealth Alliance Advisory Group, LLC | 12,624 | $519.5K | 0.11% | −387−3.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12,608 | $520.0K | 0.23% | +1,077+9.3% | Added |
| Chemung Canal Trust Co | 12,712 | $523.1K | 0.11% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 12,780 | $526.0K | 0.04% | −2,851−18.2% | Reduced |
| Ransom Advisory, Ltd | 12,800 | $526.7K | 0.26% | +70+0.5% | Added |
| Gladstone Institutional Advisory LLC | 12,875 | $529.8K | 0.02% | −1,856−12.6% | Reduced |
| Duncan Williams Asset Management, LLC | 12,876 | $529.9K | 0.19% | −477−3.6% | Reduced |
| David Loasby | 14,889 | $530.7K | 0.05% | −3,249−17.9% | Reduced |
| RKL Wealth Management LLC | 12,907 | $531.1K | 0.05% | +30.0% | Added |
| Westhampton Capital, LLC | 12,925 | $531.9K | 0.29% | −1,000−7.2% | Reduced |
| Whittier Trust Co | 12,934 | $532.2K | 0.01% | −1,174−8.3% | Reduced |
| Aviance Capital Partners, LLC | 12,939 | $532.4K | 0.07% | +1,266+10.8% | Added |
| Chilton Investment Co LLC | 12,950 | $532.9K | 0.01% | 00.0% | Unchanged |
| Alteri Wealth LLC | 12,956 | $533.1K | 0.23% | −1,533−10.6% | Reduced |
| Marcum Wealth, LLC | 13,051 | $537.0K | 0.05% | +92+0.7% | Added |
| SummitTX Capital, L.P. | 13,081 | $538.3K | 0.02% | +13,081 | New |
| Equitable Holdings, Inc. | 13,120 | $539.9K | 0.01% | +1,677+14.7% | Added |
| First City Capital Management, Inc. | 13,122 | $540.0K | 0.32% | −1,979−13.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $540.0K | 0.17% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 13,265 | $545.8K | 0.02% | +475+3.7% | Added |
| Prosperity Consulting Group, LLC | 13,338 | $548.8K | 0.04% | +315+2.4% | Added |
| Checchi Capital Advisers, LLC | 13,356 | $549.6K | 0.04% | +350+2.7% | Added |
| Waterloo Capital, L.P. | 13,397 | $551.3K | 0.05% | +2,277+20.5% | Added |
| Archer Investment Corp | 13,410 | $551.8K | 0.14% | +10.0% | Added |
| Eastover Investment Advisors LLC | 13,481 | $554.7K | 0.27% | −3,593−21.0% | Reduced |
| Cigna Investments Inc | 13,476 | $555.0K | 0.10% | −215−1.6% | Reduced |
| Midland Wealth Advisors LLC | 13,493 | $555.2K | 0.03% | −2,530−15.8% | Reduced |
| Pinnacle Holdings, LLC | 13,520 | $556.3K | 0.21% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 13,576 | $558.7K | 0.21% | −650−4.6% | Reduced |
| Illinois Municipal Retirement Fund | 13,599 | $559.6K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 13,691 | $563.4K | 0.04% | +1,176+9.4% | Added |
| Oxford Asset Management LLP | 13,697 | $563.6K | 0.26% | −3,625−20.9% | Reduced |
| Fiduciary Group LLC | 13,717 | $564.5K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 13,777 | $566.9K | 0.05% | −47−0.3% | Reduced |
| PFG Investments, LLC | 13,795 | $567.7K | 0.04% | −626−4.3% | Reduced |
| YANKCOM Partnership | 13,822 | $568.8K | 0.31% | −306−2.2% | Reduced |
| Pines Wealth Management, LLC | 16,300 | $569.2K | 0.26% | −478−2.8% | Reduced |
| North Star Investment Management Corp. | 13,842 | $569.6K | 0.04% | −787−5.4% | Reduced |
| X-Square Capital, LLC | 13,899 | $572.0K | 0.25% | +1,929+16.1% | Added |
| Callan Family Office, LLC | 13,928 | $573.1K | 0.04% | −1,560−10.1% | Reduced |
| Prosperity Wealth Management, Inc. | 14,024 | $577.1K | 0.27% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14,053 | $578.3K | 0.04% | +6,690+90.9% | Added |
| Rossmore Private Capital | 14,251 | $586.4K | 0.07% | −2,566−15.3% | Reduced |
| Icon Wealth Advisors, LLC | 14,294 | $588.2K | 0.05% | −122−0.8% | Reduced |
| First Financial Group Corp | 14,341 | $590.1K | 0.67% | −194−1.3% | Reduced |
| Sterling Capital Management LLC | 14,353 | $590.6K | 0.01% | +6,274+77.7% | Added |
| Centennial Wealth Advisory LLC | 14,365 | $591.1K | 0.21% | +2,410+20.2% | Added |
| Symphony Financial, Ltd. Co. | 16,348 | $592.0K | 0.35% | −13,737−45.7% | Reduced |
| Naples Global Advisors, LLC | 14,420 | $593.4K | 0.06% | +468+3.4% | Added |
| Oak Hill Wealth Advisors, LLC | 14,521 | $597.5K | 0.14% | −18−0.1% | Reduced |
| Montag & Caldwell, LLC | 14,562 | $599.2K | 0.14% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,585 | $600.2K | 0.34% | 00.0% | Unchanged |
| Spire Wealth Management | 14,659 | $603.2K | 0.02% | −9,226−38.6% | Reduced |
| Farringdon Capital, Ltd. | 14,707 | $605.2K | 0.31% | +14,707 | New |
| Moisand Fitzgerald Tamayo, LLC | 14,712 | $605.4K | 0.08% | −1,093−6.9% | Reduced |
| Premier Path Wealth Partners, LLC | 14,723 | $605.9K | 0.09% | +690+4.9% | Added |
| Centurion Wealth Management LLC | 13,990 | $606.9K | 0.19% | 00.0% | Unchanged |
| LMR Partners LLP | 14,769 | $607.7K | 0.01% | +13,957+1,718.8% | Added |
| Riverbend Wealth Management, LLC | 14,775 | $608.0K | 0.54% | +151+1.0% | Added |
| Evergreen Capital Management LLC | 14,777 | $608.1K | 0.02% | −135−0.9% | Reduced |
| MAI Capital Management | 14,791 | $608.6K | 0.00% | +1,133+8.3% | Added |
| F/M Investments LLC | 14,748 | $608.7K | 0.02% | −214,338−93.6% | Reduced |
| Partners in Financial Planning | 14,808 | $609.3K | 0.12% | +1,128+8.2% | Added |
| Legacy Capital Group California, Inc. | 14,930 | $614.4K | 0.21% | +4,788+47.2% | Added |
| Loomis Sayles & Co L P | 14,973 | $616.0K | 0.00% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 15,000 | $617.3K | 0.02% | −1,500−9.1% | Reduced |
| Panagora Asset Management Inc | 15,009 | $617.6K | 0.00% | +378+2.6% | Added |
| Fee-Only Financial Planning, L.C. | 15,041 | $618.9K | 0.42% | −845−5.3% | Reduced |
| ExodusPoint Capital Management, LP | 15,039 | $619.0K | 0.01% | −922,042−98.4% | Reduced |
| CenterStar Asset Management, LLC | 15,054 | $619.5K | 0.89% | +15,054 | New |
| Busey Wealth Management | 15,133 | $622.7K | 0.02% | −508−3.2% | Reduced |
| Atomi Financial Group, Inc. | 15,145 | $623.2K | 0.03% | −1,975−11.5% | Reduced |
| Silver Oak Securities, Inc | 15,421 | $623.9K | 0.06% | +917+6.3% | Added |
| Fox Run Management, L.L.C. | 15,188 | $625.0K | 0.10% | +15,188 | New |
| Raiffeisen Bank International AG | 15,462 | $625.6K | 0.01% | +1,769+12.9% | Added |
| Private Trust Co NA | 15,205 | $625.7K | 0.06% | +1,181+8.4% | Added |
| Strategic Blueprint, LLC | 15,234 | $626.9K | 0.03% | +832+5.8% | Added |
| Trust Asset Management LLC | 15,324 | $630.6K | 0.05% | −463−2.9% | Reduced |
| Foster & Motley Inc | 15,328 | $631.0K | 0.04% | −723−4.5% | Reduced |
| City Holding Co | 15,368 | $632.4K | 0.09% | 00.0% | Unchanged |
| Greenleaf Trust | 15,397 | $633.6K | 0.01% | +1,698+12.4% | Added |
| Prime Capital Investment Advisors, LLC | 15,410 | $634.1K | 0.01% | +4,965+47.5% | Added |
| Sumitomo Life Insurance Co | 15,437 | $635.2K | 0.02% | +197+1.3% | Added |
| My Legacy Advisors, LLC | 15,485 | $637.2K | 0.25% | +2,124+15.9% | Added |
| AlTi Global, Inc. | 15,604 | $642.1K | 0.02% | −168−1.1% | Reduced |
| Atticus Wealth Management, LLC | 15,634 | $643.3K | 0.21% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 15,654 | $644.0K | 0.33% | −2,285−12.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 15,700 | $646.1K | 0.09% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 15,702 | $646.1K | 0.14% | −586−3.6% | Reduced |
| Fiduciary Trust Co | 15,766 | $648.8K | 0.01% | +2,291+17.0% | Added |
| Cullen/Frost Bankers, Inc. | 15,802 | $650.2K | 0.01% | +127+0.8% | Added |
| IHT Wealth Management, LLC | 15,821 | $651.0K | 0.02% | +29+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 15,828 | $651.3K | 0.06% | +1,238+8.5% | Added |
| FLC Capital Advisors | 15,849 | $652.2K | 0.15% | 00.0% | Unchanged |
| Broyhill Asset Management | 15,980 | $657.6K | 0.53% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 15,994 | $658.1K | 0.11% | −1,008−5.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 15,999 | $658.4K | 0.02% | −593−3.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 16,218 | $667.4K | 0.09% | +394+2.5% | Added |
| Reuter James Wealth Management, LLC | 16,242 | $668.4K | 0.12% | −19−0.1% | Reduced |