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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 16,266 | $669.3K | 0.05% | +109+0.7% | Added |
| Legacy Wealth Asset Management, LLC | 16,316 | $671.4K | 0.19% | −436−2.6% | Reduced |
| Dudley Capital Management, LLC | 16,328 | $671.9K | 0.36% | 00.0% | Unchanged |
| HM Payson & Co | 16,499 | $678.9K | 0.01% | +1,644+11.1% | Added |
| Community Bank & Trust, Waco, Texas | 16,500 | $679.0K | 0.16% | +1,214+7.9% | Added |
| Wealth Quarterback LLC | 16,572 | $682.0K | 0.38% | +1,285+8.4% | Added |
| Beese Fulmer Investment Management, Inc. | 16,587 | $682.6K | 0.06% | +309+1.9% | Added |
| Resources Management Corp | 16,600 | $683.0K | 0.10% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 16,626 | $684.2K | 0.01% | +2,380+16.7% | Added |
| Gabelli Funds LLC | 16,700 | $687.2K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 16,711 | $687.7K | 0.01% | +2,078+14.2% | Added |
| Eqis Capital Management, Inc. | 16,759 | $689.7K | 0.06% | +1,558+10.2% | Added |
| OmniStar Financial Group, Inc. | 16,803 | $691.5K | 0.55% | +81+0.5% | Added |
| Plato Investment Management Ltd | 16,799 | $698.8K | 0.06% | +4,078+32.1% | Added |
| Axq Capital, LP | 17,066 | $702.3K | 0.28% | +6,989+69.4% | Added |
| Strategic Advisors LLC | 17,100 | $703.7K | 0.14% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 17,293 | $711.6K | 0.19% | +5,660+48.7% | Added |
| First Horizon Advisors, Inc. | 17,466 | $718.8K | 0.02% | +350+2.0% | Added |
| Venturi Wealth Management, LLC | 17,509 | $720.5K | 0.04% | +710+4.2% | Added |
| Oddo BHF Asset Management SAS | 17,523 | $721.1K | 0.03% | −10,490−37.4% | Reduced |
| Ignite Planners, LLC | 18,763 | $724.1K | 0.14% | +1,264+7.2% | Added |
| Mayfair Advisory Group, LLC | 17,597 | $724.1K | 0.42% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 17,632 | $725.6K | 0.07% | +796+4.7% | Added |
| First County Bank | 17,663 | $726.8K | 0.40% | −458−2.5% | Reduced |
| Brady Family Wealth, LLC | 17,668 | $727.0K | 0.23% | +11+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 17,740 | $730.0K | 0.05% | +13+0.1% | Added |
| Vontobel Holding Ltd. | 17,813 | $733.0K | 0.00% | −3,257−15.5% | Reduced |
| Johnson Investment Counsel Inc | 17,814 | $733.0K | 0.01% | +4,538+34.2% | Added |
| Sagespring Wealth Partners, LLC | 17,860 | $735.0K | 0.02% | +4,378+32.5% | Added |
| Invst, LLC | 17,960 | $739.0K | 0.10% | −523−2.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 17,984 | $740.0K | 0.02% | +460+2.6% | Added |
| Sheets Smith Wealth Management | 18,076 | $743.8K | 0.09% | +11+0.1% | Added |
| Cornerstone Advisory, LLC | 19,089 | $743.9K | 0.09% | +59+0.3% | Added |
| Elevated Capital Advisors, LLC | 18,124 | $745.8K | 0.21% | +495+2.8% | Added |
| American Trust | 18,147 | $746.7K | 0.18% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 18,181 | $748.1K | 0.02% | −97−0.5% | Reduced |
| Pitcairn Co | 18,201 | $749.0K | 0.05% | −229−1.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,225 | $750.0K | 0.02% | +9,735+114.7% | Added |
| Boston Private Wealth LLC | 18,269 | $751.8K | 0.03% | −4,418−19.5% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 18,303 | $753.2K | 0.20% | +11,305+161.5% | Added |
| Register Financial Advisors LLC | 18,399 | $757.1K | 0.39% | +3,740+25.5% | Added |
| Legacy Capital Wealth Partners, LLC | 18,494 | $761.0K | 0.19% | −1,509−7.5% | Reduced |
| WESPAC Advisors, LLC | 18,510 | $761.7K | 0.62% | +18,510 | New |
| AlphaStar Capital Management, LLC | 18,524 | $762.3K | 0.08% | −30.0% | Reduced |
| CSS LLC | 18,618 | $766.1K | 0.05% | 00.0% | Unchanged |
| RMR Wealth Builders | 18,892 | $777.4K | 0.08% | −273−1.4% | Reduced |
| Forum Financial Management, LP | 18,898 | $777.7K | 0.01% | +12+0.1% | Added |
| Todd Asset Management LLC | 18,986 | $781.3K | 0.02% | +59+0.3% | Added |
| Tandem Investment Advisors, Inc. | 18,998 | $782.0K | 0.03% | −6,010−24.0% | Reduced |
| RFP Financial Group LLC | 19,076 | $785.0K | 0.32% | −43−0.2% | Reduced |
| Aspire Private Capital, LLC | 19,104 | $786.1K | 0.20% | +1,804+10.4% | Added |
| NewEdge Wealth, LLC | 19,171 | $788.9K | 0.01% | −2,692−12.3% | Reduced |
| Leisure Capital Management | 19,247 | $792.0K | 0.33% | +2,039+11.8% | Added |
| Geneos Wealth Management Inc. | 19,270 | $792.9K | 0.03% | +5,189+36.9% | Added |
| TCW Group Inc | 19,344 | $796.0K | 0.01% | +637+3.4% | Added |
| South State Corp. | 19,362 | $796.7K | 0.04% | −1,920−9.0% | Reduced |
| Plimoth Trust Co LLC | 19,377 | $797.4K | 0.21% | −1,140−5.6% | Reduced |
| Trust Co of Virginia | 19,491 | $802.1K | 0.07% | +400+2.1% | Added |
| McKinley Carter Wealth Services, Inc. | 19,657 | $808.9K | 0.05% | +305+1.6% | Added |
| Gratus Wealth Advisors, LLC | 19,678 | $809.8K | 0.13% | +149+0.8% | Added |
| Douglass Winthrop Advisors, LLC | 19,820 | $815.6K | 0.02% | +840+4.4% | Added |
| Keystone Financial Group, Inc. | 21,017 | $819.0K | 0.58% | −116−0.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 18,890 | $819.4K | 0.27% | −92−0.5% | Reduced |
| Trust Investment Advisors | 19,941 | $820.6K | 0.53% | +560+2.9% | Added |
| Staley Capital Advisers Inc | 20,000 | $823.0K | 0.04% | −1,500−7.0% | Reduced |
| Brown Brothers Harriman & Co | 20,119 | $827.9K | 0.01% | +506+2.6% | Added |
| Leavell Investment Management, Inc. | 20,169 | $830.0K | 0.04% | −481−2.3% | Reduced |
| National Asset Management, Inc. | 20,170 | $830.0K | 0.03% | +5,324+35.9% | Added |
| Carson Advisory Inc. | 20,295 | $835.1K | 0.56% | +10.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,375 | $838.4K | 0.03% | +14,086+224.0% | Added |
| Farther Finance Advisors, LLC | 20,464 | $839.4K | 0.02% | +6,088+42.3% | Added |
| Capital Asset Advisory Services LLC | 20,206 | $839.8K | 0.04% | −520−2.5% | Reduced |
| Adapt Wealth Advisors, LLC | 20,456 | $841.8K | 0.41% | +9,021+78.9% | Added |
| BIP Wealth, LLC | 20,460 | $841.9K | 0.05% | −65−0.3% | Reduced |
| Cornerstone Advisors, LLC | 20,600 | $847.7K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 20,612 | $848.0K | 0.08% | +1,993+10.7% | Added |
| Sigma Planning Corp | 20,629 | $848.9K | 0.03% | +50.0% | Added |
| Applied Finance Capital Management, LLC | 20,638 | $849.3K | 0.06% | −550−2.6% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 20,700 | $851.8K | 0.03% | +20,700 | New |
| Meiji Yasuda Asset Management Co Ltd. | 20,788 | $855.4K | 0.03% | +28+0.1% | Added |
| Lebenthal Global Advisors, LLC | 20,830 | $857.2K | 0.16% | +116+0.6% | Added |
| Park Circle Co | 20,930 | $861.3K | 0.77% | 00.0% | Unchanged |
| Intrua Financial, LLC | 20,939 | $861.6K | 0.13% | +3,135+17.6% | Added |
| Compass Ion Advisors, LLC | 20,940 | $861.7K | 0.10% | −68−0.3% | Reduced |
| Morse Asset Management, Inc | 20,950 | $862.1K | 0.22% | +20,950 | New |
| Profund Advisors LLC | 20,963 | $862.6K | 0.04% | −5,419−20.5% | Reduced |
| NewSquare Capital LLC | 20,997 | $864.0K | 0.07% | +465+2.3% | Added |
| Burke & Herbert Bank & Trust Co | 21,003 | $864.3K | 0.21% | −2,870−12.0% | Reduced |
| Scotia Capital Inc. | 21,111 | $868.7K | 0.00% | +13,158+165.4% | Added |
| Smartleaf Asset Management LLC | 21,475 | $868.9K | 0.08% | +1,532+7.7% | Added |
| Canandaigua National Trust Co of Florida | 21,210 | $872.8K | 0.77% | +1,259+6.3% | Added |
| Tower Trust & Investment Co | 22,775 | $873.1K | 0.70% | +22,775 | New |
| AXA S.A. | 21,271 | $875.3K | 0.00% | −918−4.1% | Reduced |
| Capital Fund Management S.A. | 21,462 | $883.2K | 0.01% | −142,501−86.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 21,479 | $883.9K | 0.02% | +8,362+63.7% | Added |
| Dodge & Cox | 21,512 | $885.2K | 0.00% | −34,834−61.8% | Reduced |
| Oakworth Capital, Inc. | 21,536 | $886.2K | 0.06% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 21,719 | $893.7K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 21,739 | $894.6K | 0.10% | −291−1.3% | Reduced |
| Siemens Fonds Invest GmbH | 21,759 | $895.4K | 0.06% | +499+2.3% | Added |