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 |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 11,040 | $454.3K | 0.02% | +420+4.0% | Added |
| Financial Management Professionals, Inc. | 11,017 | $453.4K | 0.06% | +324+3.0% | Added |
| ICONIQ Capital, LLC | 10,993 | $452.4K | 0.01% | +1,942+21.5% | Added |
| LifeWealth Investments, LLC | 10,980 | $451.8K | 0.10% | +3,657+49.9% | Added |
| Franklin Street Advisors Inc | 10,957 | $451.0K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 10,947 | $450.5K | 0.26% | +144+1.3% | Added |
| EverSource Wealth Advisors, LLC | 10,925 | $449.5K | 0.02% | +605+5.9% | Added |
| MBL Wealth, LLC | 10,881 | $447.8K | 0.05% | +3,141+40.6% | Added |
| Pallas Capital Advisors LLC | 10,856 | $446.7K | 0.02% | +1,695+18.5% | Added |
| Perpetual Ltd | 10,851 | $446.5K | 0.01% | 00.0% | Unchanged |
| Verum Partners LLC | 10,766 | $443.0K | 0.12% | +201+1.9% | Added |
| Shell Asset Management Co | 10,769 | $443.0K | 0.02% | +971+9.9% | Added |
| Perigon Wealth Management, LLC | 10,691 | $439.9K | 0.01% | −145−1.3% | Reduced |
| Rothschild Investment LLC | 10,666 | $438.9K | 0.03% | −239,899−95.7% | Reduced |
| R Squared Ltd | 10,610 | $436.6K | 0.47% | +10,610 | New |
| Wright Investors Service Inc | 10,606 | $436.4K | 0.14% | −1,036−8.9% | Reduced |
| Change Path, LLC | 10,564 | $434.7K | 0.01% | +3,136+42.2% | Added |
| Allstate Corp | 10,549 | $434.1K | 0.01% | −29,696−73.8% | Reduced |
| Valmark Advisers, Inc. | 10,532 | $433.4K | 0.01% | −53−0.5% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,508 | $432.4K | 0.17% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 10,466 | $430.7K | 0.10% | −1,752−14.3% | Reduced |
| Parallel Advisors, LLC | 10,394 | $427.7K | 0.01% | −609−5.5% | Reduced |
| Rehmann Capital Advisory Group | 10,361 | $426.4K | 0.03% | +229+2.3% | Added |
| Successful Portfolios LLC | 10,361 | $426.4K | 0.29% | +7+0.1% | Added |
| Smith, Salley & Associates | 10,347 | $425.8K | 0.03% | +1,015+10.9% | Added |
| Hamilton Capital Partners Inc. | 10,227 | $420.8K | 0.03% | −3,273−24.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,187 | $419.2K | 0.04% | −129−1.3% | Reduced |
| Crawford Investment Counsel Inc | 10,169 | $418.5K | 0.01% | −735−6.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,162 | $418.2K | 0.01% | −136−1.3% | Reduced |
| Taylor Hoffman Capital Management LLC | 10,188 | $417.9K | 0.15% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,148 | $417.6K | 0.01% | −1,274−11.2% | Reduced |
| Bingham Private Wealth, LLC | 10,147 | $417.5K | 0.43% | +2,880+39.6% | Added |
| Balentine LLC | 10,013 | $412.0K | 0.02% | +10,013 | New |
| American Assets Inc | 10,000 | $411.5K | 0.14% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 9,995 | $411.3K | 0.01% | −908−8.3% | Reduced |
| Good Steward Wealth Advisors,LLC | 9,992 | $411.2K | 0.37% | +9,992 | New |
| Clarius Group, LLC | 9,987 | $411.0K | 0.03% | −220−2.2% | Reduced |
| Wilkins Investment Counsel Inc | 9,975 | $410.5K | 0.06% | 00.0% | Unchanged |
| Kennebec Savings Bank | 9,963 | $410.0K | 0.43% | −245−2.4% | Reduced |
| Boltwood Capital Management | 9,950 | $409.4K | 0.12% | +15+0.2% | Added |
| Conning Inc. | 9,892 | $407.1K | 0.01% | +3,530+55.5% | Added |
| Parkside Financial Bank & Trust | 9,829 | $404.5K | 0.05% | +446+4.8% | Added |
| WealthTrust Axiom LLC | 9,811 | $403.7K | 0.12% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 9,796 | $403.1K | 0.39% | +1,035+11.8% | Added |
| Stonebridge Financial Group, LLC | 9,789 | $402.8K | 0.04% | −425−4.2% | Reduced |
| Southeast Asset Advisors Inc. | 9,765 | $401.8K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 9,744 | $401.0K | 0.03% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 9,731 | $400.4K | 0.00% | −542−5.3% | Reduced |
| Sowell Financial Services LLC | 9,703 | $399.3K | 0.02% | −1,400−12.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,692 | $398.8K | 0.00% | +75+0.8% | Added |
| Cypress Capital Group | 9,662 | $397.6K | 0.05% | −110−1.1% | Reduced |
| NFP Retirement, Inc. | 9,609 | $395.4K | 0.03% | +9+0.1% | Added |
| Wedmont Private Capital | 11,162 | $395.0K | 0.02% | −1,186−9.6% | Reduced |
| Park Place Capital Corp | 9,587 | $394.5K | 0.11% | +2,110+28.2% | Added |
| Continuum Advisory, LLC | 9,565 | $393.6K | 0.05% | +481+5.3% | Added |
| Valley National Advisers Inc | 9,558 | $393.0K | 0.07% | −163−1.7% | Reduced |
| Aspiriant, LLC | 9,460 | $389.3K | 0.01% | +317+3.5% | Added |
| Paradigm Financial Partners, LLC | 9,437 | $388.3K | 0.05% | −193−2.0% | Reduced |
| Concord Asset Management, LLC | 10,449 | $388.1K | 0.09% | 00.0% | Unchanged |
| 5T Wealth, LLC | 9,411 | $387.3K | 0.22% | −14−0.1% | Reduced |
| Stonegate Investment Group, LLC | 9,410 | $387.2K | 0.01% | +3,133+49.9% | Added |
| Maven Securities LTD | 9,407 | $387.1K | 0.08% | −15,302−61.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 9,316 | $383.4K | 0.10% | −641−6.4% | Reduced |
| Lazard Asset Management LLC | 9,294 | $382.0K | 0.00% | −5,022−35.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,280 | $381.9K | 0.03% | −583−5.9% | Reduced |
| Summit Asset Management, LLC | 9,221 | $379.5K | 0.07% | +14+0.2% | Added |
| MTM Investment Management, LLC | 9,245 | $379.2K | 0.15% | +15+0.2% | Added |
| Sage Mountain Advisors LLC | 9,215 | $379.2K | 0.03% | −1,369−12.9% | Reduced |
| Toth Financial Advisory Corp | 9,197 | $378.5K | 0.05% | +1,326+16.8% | Added |
| Rede Wealth, LLC | 9,185 | $378.0K | 0.13% | −97−1.0% | Reduced |
| Parthenon LLC | 9,155 | $376.7K | 0.05% | 00.0% | Unchanged |
| Everett Harris & Co | 9,133 | $375.8K | 0.00% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 9,112 | $374.9K | 0.09% | −5−0.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 9,107 | $374.7K | 0.15% | −41−0.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,085 | $373.9K | 0.01% | +3,633+66.6% | Added |
| Hayek Kallen Investment Management | 9,047 | $372.0K | 0.14% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 9,013 | $370.9K | 0.00% | +12+0.1% | Added |
| Fisher Asset Management, LLC | 9,007 | $370.7K | 0.00% | +576+6.8% | Added |
| Catalyst Funds Management Pty Ltd | 9,000 | $370.4K | 0.10% | −600−6.3% | Reduced |
| Outfitter Financial LLC | 8,981 | $369.6K | 0.33% | −405−4.3% | Reduced |
| Fortress Private Ledger, LLC | 8,980 | $369.5K | 0.21% | −33−0.4% | Reduced |
| HHM Wealth Advisors, LLC | 8,947 | $368.2K | 0.05% | +19+0.2% | Added |
| Jump Financial, LLC | 8,930 | $367.5K | 0.01% | −67,153−88.3% | Reduced |
| Fiducient Advisors LLC | 8,915 | $366.9K | 0.05% | −400−4.3% | Reduced |
| Arlington Trust Co LLC | 8,892 | $365.9K | 0.08% | −185−2.0% | Reduced |
| Greatmark Investment Partners, Inc. | 8,876 | $365.2K | 0.05% | +1,874+26.8% | Added |
| Code Waechter LLC | 8,874 | $365.0K | 0.30% | +8,874 | New |
| Avalon Trust Co | 8,775 | $361.1K | 0.03% | −4,225−32.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,766 | $360.7K | 0.02% | −2,400−21.5% | Reduced |
| Aaron Wealth Advisors | 8,691 | $357.6K | 0.04% | +979+12.7% | Added |
| Tocqueville Asset Management L.P. | 8,681 | $357.2K | 0.01% | −1,466−14.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,650 | $355.9K | 0.00% | +8,650 | New |
| Colonial River Wealth Management, LLC | 8,545 | $351.6K | 0.19% | +98+1.2% | Added |
| Hardy Reed LLC | 8,521 | $350.6K | 0.03% | −221−2.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,475 | $348.7K | 0.03% | −37−0.4% | Reduced |
| Clark Financial Services Group Inc | 8,474 | $348.7K | 0.24% | +8,474 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,435 | $347.1K | 0.04% | −50−0.6% | Reduced |
| Lecap Asset Management Ltd | 8,416 | $346.3K | 0.08% | −20,496−70.9% | Reduced |
| IFP Advisors, Inc | 8,406 | $346.0K | 0.01% | +186+2.3% | Added |
| Chancellor Financial Group WB LP | 8,396 | $345.5K | 0.29% | +819+10.8% | Added |