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 |
|---|---|---|---|---|---|
| Glenview Trust Co | 21,782 | $896.3K | 0.02% | +346+1.6% | Added |
| Coldstream Capital Management Inc | 21,888 | $900.7K | 0.02% | +533+2.5% | Added |
| Ascent Group, LLC | 22,012 | $905.8K | 0.04% | +1,434+7.0% | Added |
| Ingalls & Snyder LLC | 22,058 | $908.0K | 0.03% | −2,000−8.3% | Reduced |
| BHK Investment Advisors, LLC | 22,087 | $908.9K | 0.38% | −7,280−24.8% | Reduced |
| Marino, Stram & Associates LLC | 22,124 | $910.4K | 0.20% | +15+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 24,473 | $916.7K | 0.06% | +8,204+50.4% | Added |
| Monument Capital Management | 22,280 | $916.8K | 0.28% | 00.0% | Unchanged |
| RFG Advisory, LLC | 22,354 | $919.8K | 0.02% | −600−2.6% | Reduced |
| Fort Sheridan Advisors LLC | 22,354 | $919.9K | 0.14% | −3,706−14.2% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 22,393 | $921.0K | 0.88% | −540−2.4% | Reduced |
| Summit Trail Advisors, LLC | 22,742 | $935.8K | 0.03% | +4,714+26.1% | Added |
| Fiduciary Family Office, LLC | 22,790 | $937.8K | 0.31% | +22,790 | New |
| Moody National Bank Trust Division | 22,792 | $937.9K | 0.10% | +83+0.4% | Added |
| Widmann Financial Services, Inc. | 22,867 | $941.0K | 0.73% | −84−0.4% | Reduced |
| Financial Security Advisor, Inc. | 22,880 | $941.5K | 0.24% | −240−1.0% | Reduced |
| Meridian Wealth Management, LLC | 22,942 | $944.1K | 0.05% | +1,104+5.1% | Added |
| EPG Wealth Management LLC | 22,972 | $945.3K | 0.26% | +897+4.1% | Added |
| Brighton Jones LLC | 23,068 | $949.2K | 0.03% | −513−2.2% | Reduced |
| Huntleigh Advisors, Inc. | 23,183 | $954.0K | 0.16% | +468+2.1% | Added |
| Provident Investment Management, Inc. | 23,320 | $959.6K | 0.09% | +365+1.6% | Added |
| Nicolet Bankshares Inc | 23,397 | $962.8K | 0.19% | −4,815−17.1% | Reduced |
| Banque Cantonale Vaudoise | 23,435 | $965.0K | 0.04% | +23,435 | New |
| Certified Advisory Corp | 23,519 | $967.8K | 0.11% | −227−1.0% | Reduced |
| HighPoint Advisor Group LLC | 25,017 | $969.7K | 0.06% | −2,656−9.6% | Reduced |
| Pensionmark Financial Group, LLC | 23,586 | $970.5K | 0.03% | −1,105−4.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 23,731 | $976.5K | 0.06% | −2,198−8.5% | Reduced |
| Greenwood Capital Associates LLC | 23,742 | $977.0K | 0.13% | −796−3.2% | Reduced |
| Dover Advisors, LLC | 23,760 | $977.7K | 0.43% | +8,307+53.8% | Added |
| VestGen Advisors, LLC | 23,862 | $981.9K | 0.04% | +23,862 | New |
| Patton Albertson Miller Group, LLC | 23,889 | $983.0K | 0.15% | −6,215−20.6% | Reduced |
| Cornerstone Select Advisors, LLC | 23,920 | $984.3K | 0.93% | +23,920 | New |
| Fourthstone LLC | 24,000 | $987.6K | 0.24% | +12,000+100.0% | Added |
| Centaurus Financial, Inc. | 24,111 | $992.0K | 0.06% | +10,050+71.5% | Added |
| Vestcor Inc | 24,244 | $998.0K | 0.03% | −1,723−6.6% | Reduced |
| Snowden Capital Advisors LLC | 24,278 | $999.1K | 0.03% | −150−0.6% | Reduced |
| Oak Thistle LLC | 24,474 | $1.01M | 0.20% | +24,474 | New |
| Welch & Forbes LLC | 24,612 | $1.01M | 0.01% | −2,233−8.3% | Reduced |
| Community Trust & Investment Co | 24,640 | $1.01M | 0.06% | +9,919+67.4% | Added |
| Bank Ozk | 24,673 | $1.02M | 0.42% | −219−0.9% | Reduced |
| Bridges Investment Management Inc | 24,681 | $1.02M | 0.01% | 00.0% | Unchanged |
| Rokos Capital Management LLP | 24,702 | $1.02M | 0.03% | +24,702 | New |
| XTX Topco Ltd | 24,725 | $1.02M | 0.05% | −2,545−9.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 24,748 | $1.02M | 0.36% | −665−2.6% | Reduced |
| Meitav Dash Investments Ltd | 24,750 | $1.02M | 0.02% | +4,196+20.4% | Added |
| Madden Securities Corp | 24,900 | $1.02M | 0.40% | 00.0% | Unchanged |
| Horizon Investments, LLC | 25,251 | $1.03M | 0.03% | +645+2.6% | Added |
| Fifth Third Wealth Advisors LLC | 24,977 | $1.03M | 0.05% | +2,873+13.0% | Added |
| International Assets Investment Management, LLC | 25,043 | $1.03M | 0.09% | −2,278−8.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 25,109 | $1.03M | 0.02% | +100.0% | Added |
| Fortis Capital Advisors, LLC | 25,163 | $1.04M | 0.21% | +19,781+367.5% | Added |
| Great Lakes Retirement, Inc. | 25,279 | $1.04M | 0.14% | +986+4.1% | Added |
| Toroso Investments, LLC | 25,312 | $1.04M | 0.01% | −5,263−17.2% | Reduced |
| Old North State Trust, LLC | 24,235 | $1.05M | 0.67% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 25,579 | $1.05M | 0.34% | +2,950+13.0% | Added |
| Bank & Trust Co | 25,655 | $1.06M | 0.86% | +3,356+15.1% | Added |
| West Paces Advisors Inc. | 25,811 | $1.06M | 0.24% | +24,752+2,337.3% | Added |
| Ted Buchan & Co | 25,821 | $1.06M | 0.50% | −108−0.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 25,881 | $1.07M | 0.07% | −200−0.8% | Reduced |
| RBF Capital, LLC | 25,900 | $1.07M | 0.07% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 25,982 | $1.07M | 0.12% | +3,989+18.1% | Added |
| Davis Investment Partners, LLC | 29,617 | $1.07M | 0.47% | −1,463−4.7% | Reduced |
| Buckingham Strategic Partners | 26,202 | $1.08M | 0.02% | +7,138+37.4% | Added |
| Paradigm Capital Management, LLC | 26,220 | $1.08M | 1.10% | −4,025−13.3% | Reduced |
| WealthShield Partners, LLC | 26,324 | $1.08M | 0.14% | +715+2.8% | Added |
| Impax Asset Management Group plc | 26,596 | $1.09M | 0.01% | +915+3.6% | Added |
| ISAM Funds (UK) Ltd | 26,689 | $1.10M | 0.54% | +26,689 | New |
| Trust Co of the South | 26,728 | $1.10M | 0.23% | −19−0.1% | Reduced |
| Tiaa Trust, National Association | 26,732 | $1.10M | 0.00% | +2,910+12.2% | Added |
| Linden Thomas Advisory Services, LLC | 26,827 | $1.10M | 0.14% | +382+1.4% | Added |
| Meeder Advisory Services, Inc. | 26,914 | $1.11M | 0.07% | −1,471−5.2% | Reduced |
| United Bank | 27,000 | $1.11M | 0.14% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 27,005 | $1.11M | 1.29% | −91−0.3% | Reduced |
| Founders Financial Alliance, LLC | 27,051 | $1.11M | 0.27% | −100−0.4% | Reduced |
| Hilltop Holdings Inc. | 27,128 | $1.12M | 0.07% | +2,484+10.1% | Added |
| William B. Walkup & Associates, Inc. | 27,224 | $1.12M | 0.68% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 27,364 | $1.13M | 0.21% | −120.0% | Reduced |
| Ally Financial Inc. | 28,000 | $1.15M | 0.13% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 28,040 | $1.15M | 0.16% | −3,516−11.1% | Reduced |
| GAMMA Investing LLC | 28,101 | $1.16M | 0.09% | +2,061+7.9% | Added |
| Patten Group, Inc. | 28,190 | $1.16M | 0.27% | −2,612−8.5% | Reduced |
| Teza Capital Management LLC | 28,215 | $1.16M | 0.53% | −28,268−50.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 28,227 | $1.16M | 0.15% | +1,818+6.9% | Added |
| Caxton Associates LLP | 28,468 | $1.17M | 0.04% | +28,468 | New |
| IMC-Chicago, LLC | 28,534 | $1.17M | 0.05% | −33,403−53.9% | Reduced |
| We Are One Seven, LLC | 28,603 | $1.18M | 0.05% | −11,893−29.4% | Reduced |
| Gotham Asset Management, LLC | 28,661 | $1.18M | 0.01% | +890+3.2% | Added |
| Ossiam | 28,757 | $1.18M | 0.02% | −96,205−77.0% | Reduced |
| Caisse des Depots Et Consignations | 28,842 | $1.19M | 0.06% | −23,463−44.9% | Reduced |
| BCS Wealth Management | 28,901 | $1.19M | 0.31% | +125+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 28,899 | $1.19M | 0.10% | +773+2.7% | Added |
| Bahl & Gaynor Inc | 28,933 | $1.19M | 0.01% | −363−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 28,965 | $1.19M | 0.01% | +999+3.6% | Added |
| Ballentine Partners, LLC | 29,028 | $1.19M | 0.02% | +2,224+8.3% | Added |
| Empower Advisory Group, LLC | 29,143 | $1.20M | 0.00% | +22,201+319.8% | Added |
| MCF Advisors LLC | 29,167 | $1.20M | 0.09% | −284−1.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 29,205 | $1.20M | 0.20% | −780−2.6% | Reduced |
| V-Square Quantitative Management LLC | 29,207 | $1.20M | 0.18% | +1,697+6.2% | Added |
| Congress Asset Management Co | 29,303 | $1.21M | 0.01% | −2,663−8.3% | Reduced |
| Trust Co of Vermont | 29,668 | $1.22M | 0.06% | −2,413−7.5% | Reduced |