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 |
|---|---|---|---|---|---|
| Cypress Wealth Services, LLC | 8,341 | $343.2K | 0.07% | +19+0.2% | Added |
| Davis R M Inc | 8,335 | $343.0K | 0.01% | +2,299+38.1% | Added |
| Ti-Trust, Inc | 8,330 | $342.8K | 0.23% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 8,281 | $340.8K | 0.07% | +73+0.9% | Added |
| Dorsey & Whitney Trust CO LLC | 8,260 | $339.9K | 0.02% | +38+0.5% | Added |
| Abacus Planning Group, Inc. | 8,244 | $339.2K | 0.06% | +76+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 8,242 | $339.1K | 0.01% | −706−7.9% | Reduced |
| Cim Investment Mangement Inc | 8,227 | $338.5K | 0.08% | −40.0% | Reduced |
| New Hampshire Trust | 8,220 | $338.3K | 0.08% | +77+0.9% | Added |
| RMB Capital Management, LLC | 8,201 | $337.5K | 0.01% | +2,254+37.9% | Added |
| Founders Grove Wealth Partners, LLC | 8,198 | $337.3K | 0.09% | 00.0% | Unchanged |
| Wynn Capital, LLC | 8,174 | $336.4K | 0.20% | +8,174 | New |
| CX Institutional | 8,174 | $336.0K | 0.01% | −132−1.6% | Reduced |
| Institute for Wealth Management, LLC. | 8,134 | $334.7K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8,104 | $333.5K | 0.07% | −961−10.6% | Reduced |
| LBMC Investment Advisors, LLC | 8,098 | $333.2K | 0.03% | −317−3.8% | Reduced |
| Nwam LLC | 8,087 | $332.8K | 0.03% | −308−3.7% | Reduced |
| Formidable Asset Management, LLC | 8,077 | $332.4K | 0.06% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 8,036 | $330.7K | 0.34% | 00.0% | Unchanged |
| Manske Wealth Management | 8,009 | $329.6K | 0.12% | −1,590−16.6% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $329.2K | 0.00% | 00.0% | Unchanged |
| Novus Advisors, LLC | 7,984 | $328.6K | 0.33% | −51−0.6% | Reduced |
| First Dallas Securities Inc. | 7,961 | $328.0K | 0.14% | +2,761+53.1% | Added |
| 111 Capital | 7,956 | $327.4K | 0.06% | +7,956 | New |
| BankPlus Wealth Management LLC | 7,910 | $325.5K | 0.24% | +532+7.2% | Added |
| 1st Source Bank | 7,896 | $324.9K | 0.02% | +161+2.1% | Added |
| Brookwood Investment Group LLC | 7,828 | $322.1K | 0.06% | +7,828 | New |
| Syon Capital LLC | 7,752 | $319.0K | 0.03% | +7,752 | New |
| Haverford Trust Co | 7,751 | $319.0K | 0.00% | +262+3.5% | Added |
| Birmingham Capital Management Co Inc | 7,735 | $318.3K | 0.12% | −121−1.5% | Reduced |
| Eagle Strategies LLC | 7,727 | $318.0K | 0.06% | −730−8.6% | Reduced |
| Aldebaran Financial Inc. | 7,711 | $317.3K | 0.39% | 00.0% | Unchanged |
| Virtu Financial LLC | 7,711 | $317.0K | 0.02% | −7,853−50.5% | Reduced |
| First United Bank Trust | 7,696 | $316.7K | 0.12% | +4,858+171.2% | Added |
| Chicago Partners Investment Group LLC | 8,174 | $316.4K | 0.01% | +2,904+55.1% | Added |
| Morris Financial Concepts, Inc. | 7,688 | $316.4K | 0.13% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 7,688 | $316.4K | 0.04% | +7,688 | New |
| Tompkins Financial Corp | 7,662 | $315.3K | 0.03% | +2,250+41.6% | Added |
| Howard Capital Management Inc. | 7,640 | $314.4K | 0.01% | −1,175−13.3% | Reduced |
| ForthRight Wealth Management, LLC | 7,614 | $313.3K | 0.10% | −188−2.4% | Reduced |
| Hexagon Capital Partners LLC | 7,527 | $309.7K | 0.06% | +218+3.0% | Added |
| TCG Advisory Services, LLC | 7,478 | $307.7K | 0.01% | +87+1.2% | Added |
| Simon Quick Advisors, LLC | 7,470 | $307.4K | 0.02% | +2,004+36.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,492 | $307.3K | 0.02% | +30.0% | Added |
| Beverly Hills Private Wealth, LLC | 7,444 | $306.3K | 0.06% | +116+1.6% | Added |
| Stone Point Wealth LLC | 7,400 | $304.5K | 0.10% | 00.0% | Unchanged |
| Westpac Banking Corp | 7,388 | $304.0K | 0.02% | −1,009−12.0% | Reduced |
| MainStreet Investment Advisors LLC | 7,384 | $303.9K | 0.04% | −1,097−12.9% | Reduced |
| tru Independence LLC | 7,358 | $302.8K | 0.09% | +49+0.7% | Added |
| Nilsine Partners, LLC | 7,330 | $301.6K | 0.03% | +629+9.4% | Added |
| Catalyst Financial Partners LLC | 7,278 | $299.5K | 0.06% | +432+6.3% | Added |
| Aegis Wealth Management LLC | 7,276 | $299.4K | 0.18% | −10.0% | Reduced |
| Paragon Private Wealth Management, LLC | 7,266 | $299.0K | 0.14% | +7,266 | New |
| SageView Advisory Group, LLC | 7,237 | $297.8K | 0.01% | +1,709+30.9% | Added |
| Northstar Asset Management LLC | 7,193 | $296.0K | 0.07% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 7,190 | $295.9K | 0.06% | +79+1.1% | Added |
| Ballew Advisors, Inc | 8,309 | $294.1K | 0.20% | +150+1.8% | Added |
| Lyell Wealth Management, LP | 7,143 | $293.9K | 0.03% | +7,143 | New |
| Personal Cfo Solutions, LLC | 7,119 | $293.0K | 0.06% | −389−5.2% | Reduced |
| J.Safra Asset Management Corp | 7,118 | $292.9K | 0.02% | +2,751+63.0% | Added |
| Select Asset Management & Trust | 7,097 | $292.0K | 0.12% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7,115 | $290.9K | 0.17% | −336−4.5% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 7,042 | $289.8K | 0.33% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 7,039 | $289.7K | 0.04% | −47−0.7% | Reduced |
| Sage Investment Counsel LLC | 6,992 | $287.7K | 0.36% | −2,190−23.9% | Reduced |
| SkyView Investment Advisors, LLC | 6,984 | $287.0K | 0.04% | +6,984 | New |
| Global Assets Advisory, LLC | 7,531 | $286.0K | 0.05% | +7,531 | New |
| Biltmore Family Office, LLC | 6,950 | $286.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,916 | $285.0K | 0.00% | −445−6.0% | Reduced |
| Convergence Financial, LLC | 6,881 | $283.2K | 0.06% | −81−1.2% | Reduced |
| United Community Bank | 6,878 | $283.0K | 0.11% | +775+12.7% | Added |
| Quantessence Capital LLC | 6,775 | $278.8K | 0.07% | −1,991−22.7% | Reduced |
| Caldwell Trust Co | 6,749 | $277.7K | 0.03% | +1,439+27.1% | Added |
| Apella Capital, LLC | 7,301 | $277.4K | 0.01% | +7,301 | New |
| Ritholtz Wealth Management | 6,738 | $277.3K | 0.01% | +1,110+19.7% | Added |
| Quotient Wealth Partners, LLC | 6,737 | $277.2K | 0.01% | +209+3.2% | Added |
| Sapient Capital LLC | 6,719 | $276.5K | 0.01% | −49−0.7% | Reduced |
| Heartwood Wealth Advisors LLC | 6,698 | $275.6K | 0.03% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 6,687 | $275.0K | 0.14% | −34−0.5% | Reduced |
| Cambria Investment Management, L.P. | 6,678 | $274.8K | 0.02% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 6,678 | $274.8K | 0.05% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 6,650 | $273.6K | 0.18% | 00.0% | Unchanged |
| Norden Group LLC | 6,648 | $273.6K | 0.03% | +1,772+36.3% | Added |
| Keystone Financial Group | 6,643 | $273.3K | 0.03% | −155−2.3% | Reduced |
| Hill Investment Group Partners, LLC | 6,638 | $273.2K | 0.04% | −1,096−14.2% | Reduced |
| Wagner Wealth Management, LLC | 6,630 | $272.8K | 0.07% | −28−0.4% | Reduced |
| Accurate Wealth Management, LLC | 7,682 | $271.9K | 0.05% | +688+9.8% | Added |
| Fonville Wealth Management LLC | 6,841 | $270.5K | 0.08% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,573 | $270.5K | 0.06% | +802+13.9% | Added |
| Capstone Investment Advisors, LLC | 6,532 | $268.8K | 0.00% | +770+13.4% | Added |
| Boothbay Fund Management, LLC | 6,529 | $268.7K | 0.01% | +6,529 | New |
| Canton Hathaway, LLC | 6,516 | $268.0K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 6,452 | $265.5K | 0.00% | +981+17.9% | Added |
| Peachtree Investment Partners, LLC | 6,429 | $264.6K | 0.10% | −125−1.9% | Reduced |
| Bridgewater Advisors Inc. | 6,800 | $263.6K | 0.02% | +6,800 | New |
| Financial Advocates Investment Management | 6,392 | $263.0K | 0.02% | −12,529−66.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,382 | $262.6K | 0.20% | +136+2.2% | Added |
| WBH Advisory Inc | 6,374 | $262.3K | 0.02% | −21−0.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,372 | $262.2K | 0.04% | −278−4.2% | Reduced |
| Alta Advisers Ltd | 6,350 | $261.3K | 0.11% | +6,350 | New |