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 |
|---|---|---|---|---|---|
| Centurion Wealth Management LLC | 13,990 | $606.9K | 0.19% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 14,723 | $605.9K | 0.09% | +690+4.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 14,712 | $605.4K | 0.08% | −1,093−6.9% | Reduced |
| Farringdon Capital, Ltd. | 14,707 | $605.2K | 0.31% | +14,707 | New |
| Spire Wealth Management | 14,659 | $603.2K | 0.02% | −9,226−38.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,585 | $600.2K | 0.34% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 14,562 | $599.2K | 0.14% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 14,521 | $597.5K | 0.14% | −18−0.1% | Reduced |
| Naples Global Advisors, LLC | 14,420 | $593.4K | 0.06% | +468+3.4% | Added |
| Symphony Financial, Ltd. Co. | 16,348 | $592.0K | 0.35% | −13,737−45.7% | Reduced |
| Centennial Wealth Advisory LLC | 14,365 | $591.1K | 0.21% | +2,410+20.2% | Added |
| Sterling Capital Management LLC | 14,353 | $590.6K | 0.01% | +6,274+77.7% | Added |
| First Financial Group Corp | 14,341 | $590.1K | 0.67% | −194−1.3% | Reduced |
| Icon Wealth Advisors, LLC | 14,294 | $588.2K | 0.05% | −122−0.8% | Reduced |
| Rossmore Private Capital | 14,251 | $586.4K | 0.07% | −2,566−15.3% | Reduced |
| SRS Capital Advisors, Inc. | 14,053 | $578.3K | 0.04% | +6,690+90.9% | Added |
| Prosperity Wealth Management, Inc. | 14,024 | $577.1K | 0.27% | 00.0% | Unchanged |
| Callan Family Office, LLC | 13,928 | $573.1K | 0.04% | −1,560−10.1% | Reduced |
| X-Square Capital, LLC | 13,899 | $572.0K | 0.25% | +1,929+16.1% | Added |
| North Star Investment Management Corp. | 13,842 | $569.6K | 0.04% | −787−5.4% | Reduced |
| Pines Wealth Management, LLC | 16,300 | $569.2K | 0.26% | −478−2.8% | Reduced |
| YANKCOM Partnership | 13,822 | $568.8K | 0.31% | −306−2.2% | Reduced |
| PFG Investments, LLC | 13,795 | $567.7K | 0.04% | −626−4.3% | Reduced |
| Guardian Wealth Advisors, LLC | 13,777 | $566.9K | 0.05% | −47−0.3% | Reduced |
| Fiduciary Group LLC | 13,717 | $564.5K | 0.06% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 13,697 | $563.6K | 0.26% | −3,625−20.9% | Reduced |
| NBT Bank N A | 13,691 | $563.4K | 0.04% | +1,176+9.4% | Added |
| Illinois Municipal Retirement Fund | 13,599 | $559.6K | 0.01% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 13,576 | $558.7K | 0.21% | −650−4.6% | Reduced |
| Pinnacle Holdings, LLC | 13,520 | $556.3K | 0.21% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 13,493 | $555.2K | 0.03% | −2,530−15.8% | Reduced |
| Cigna Investments Inc | 13,476 | $555.0K | 0.10% | −215−1.6% | Reduced |
| Eastover Investment Advisors LLC | 13,481 | $554.7K | 0.27% | −3,593−21.0% | Reduced |
| Archer Investment Corp | 13,410 | $551.8K | 0.14% | +10.0% | Added |
| Waterloo Capital, L.P. | 13,397 | $551.3K | 0.05% | +2,277+20.5% | Added |
| Checchi Capital Advisers, LLC | 13,356 | $549.6K | 0.04% | +350+2.7% | Added |
| Prosperity Consulting Group, LLC | 13,338 | $548.8K | 0.04% | +315+2.4% | Added |
| Exencial Wealth Advisors, LLC | 13,265 | $545.8K | 0.02% | +475+3.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $540.0K | 0.17% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 13,122 | $540.0K | 0.32% | −1,979−13.1% | Reduced |
| Equitable Holdings, Inc. | 13,120 | $539.9K | 0.01% | +1,677+14.7% | Added |
| SummitTX Capital, L.P. | 13,081 | $538.3K | 0.02% | +13,081 | New |
| Marcum Wealth, LLC | 13,051 | $537.0K | 0.05% | +92+0.7% | Added |
| Alteri Wealth LLC | 12,956 | $533.1K | 0.23% | −1,533−10.6% | Reduced |
| Chilton Investment Co LLC | 12,950 | $532.9K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 12,939 | $532.4K | 0.07% | +1,266+10.8% | Added |
| Whittier Trust Co | 12,934 | $532.2K | 0.01% | −1,174−8.3% | Reduced |
| Westhampton Capital, LLC | 12,925 | $531.9K | 0.29% | −1,000−7.2% | Reduced |
| RKL Wealth Management LLC | 12,907 | $531.1K | 0.05% | +30.0% | Added |
| David Loasby | 14,889 | $530.7K | 0.05% | −3,249−17.9% | Reduced |
| Duncan Williams Asset Management, LLC | 12,876 | $529.9K | 0.19% | −477−3.6% | Reduced |
| Gladstone Institutional Advisory LLC | 12,875 | $529.8K | 0.02% | −1,856−12.6% | Reduced |
| Ransom Advisory, Ltd | 12,800 | $526.7K | 0.26% | +70+0.5% | Added |
| Morningstar Investment Management LLC | 12,780 | $526.0K | 0.04% | −2,851−18.2% | Reduced |
| Chemung Canal Trust Co | 12,712 | $523.1K | 0.11% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 12,608 | $520.0K | 0.23% | +1,077+9.3% | Added |
| Wealth Alliance Advisory Group, LLC | 12,624 | $519.5K | 0.11% | −387−3.0% | Reduced |
| HBK Sorce Advisory LLC | 12,615 | $519.1K | 0.02% | +2,781+28.3% | Added |
| Evercore Wealth Management, LLC | 12,613 | $519.0K | 0.01% | +10+0.1% | Added |
| Westwood Holdings Group Inc. | 12,590 | $518.1K | 0.00% | +99+0.8% | Added |
| BKD Wealth Advisors, LLC | 12,561 | $516.9K | 0.01% | −10,255−44.9% | Reduced |
| Forefront Wealth Partners, LLC | 12,552 | $516.5K | 0.35% | +17+0.1% | Added |
| Ameritas Investment Partners, Inc. | 12,537 | $515.9K | 0.02% | −398−3.1% | Reduced |
| Aull & Monroe Investment Management Corp | 12,535 | $515.8K | 0.26% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 12,522 | $515.3K | 0.15% | −18−0.1% | Reduced |
| Farmers & Merchants Investments Inc | 12,508 | $514.7K | 0.02% | −1,977−13.6% | Reduced |
| Texas Yale Capital Corp. | 12,498 | $514.3K | 0.02% | +250+2.0% | Added |
| Landscape Capital Management, L.L.C. | 12,448 | $512.2K | 0.05% | +12,448 | New |
| LVW Advisors, LLC | 12,447 | $512.2K | 0.06% | −2,394−16.1% | Reduced |
| Live Oak Private Wealth LLC | 12,384 | $509.6K | 0.08% | −2,691−17.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,295 | $505.9K | 0.10% | +20.0% | Added |
| Thompson Investment Management, Inc. | 12,276 | $505.2K | 0.08% | −2,400−16.4% | Reduced |
| Keel Point, LLC | 12,213 | $502.6K | 0.04% | −313−2.5% | Reduced |
| San Luis Wealth Advisors LLC | 12,124 | $499.0K | 0.11% | +12,124 | New |
| Koshinski Asset Management, Inc. | 12,122 | $498.8K | 0.04% | +1,297+12.0% | Added |
| Shepherd Financial Partners LLC | 12,092 | $497.6K | 0.06% | +1,615+15.4% | Added |
| Penserra Capital Management LLC | 12,119 | $497.0K | 0.01% | −3,754−23.7% | Reduced |
| Pathway Financial Advisors LLC | 12,059 | $496.2K | 0.09% | −65−0.5% | Reduced |
| Banco Santander, S.A. | 12,031 | $495.1K | 0.01% | +1,798+17.6% | Added |
| Washington Capital Management Inc | 12,000 | $493.8K | 0.40% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 11,775 | $485.0K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 11,767 | $484.2K | 0.05% | +226+2.0% | Added |
| Klingman & Associates, LLC | 11,756 | $483.8K | 0.03% | +248+2.2% | Added |
| Sculati Wealth Management, LLC | 11,659 | $479.8K | 0.19% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 11,653 | $479.5K | 0.11% | +11,653 | New |
| Nalls Sherbakoff Group, LLC | 11,622 | $478.2K | 0.39% | +11,622 | New |
| Quadrant Private Wealth Management, LLC | 11,592 | $477.0K | 0.12% | −291−2.4% | Reduced |
| Tower Bridge Advisors | 11,590 | $476.9K | 0.05% | −2,500−17.7% | Reduced |
| NorthRock Partners, LLC | 11,549 | $475.2K | 0.02% | −1,414−10.9% | Reduced |
| Ellevest, Inc. | 11,510 | $473.6K | 0.03% | +2,764+31.6% | Added |
| Financial Management Network Inc | 13,300 | $467.4K | 0.11% | −4,969−27.2% | Reduced |
| Vaughan David Investments LLC | 11,352 | $467.0K | 0.01% | −600−5.0% | Reduced |
| Good Life Advisors, LLC | 11,279 | $464.1K | 0.03% | −739−6.1% | Reduced |
| Jain Global LLC | 11,226 | $461.9K | 0.01% | +11,226 | New |
| SLT Holdings LLC | 11,114 | $457.3K | 0.43% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11,113 | $457.3K | 0.19% | −16−0.1% | Reduced |
| Cidel Asset Management Inc | 11,111 | $457.2K | 0.03% | 00.0% | Unchanged |
| BSW Wealth Partners | 11,084 | $456.1K | 0.07% | +37+0.3% | Added |
| Longfellow Investment Management Co LLC | 11,083 | $456.1K | 0.11% | 00.0% | Unchanged |
| Roxbury Financial LLC | 9,815 | $454.9K | 0.45% | −143−1.4% | Reduced |