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 |
|---|---|---|---|---|---|
| Selective Wealth Management, Inc. | 7,295 | $258.2K | 0.11% | −1,250−14.6% | Reduced |
| Graypoint LLC | 6,233 | $256.5K | 0.02% | −512−7.6% | Reduced |
| Tennessee Valley Asset Management Partners | 6,226 | $255.4K | 0.04% | +6,226 | New |
| LifePlan Financial, LLC | 6,159 | $253.4K | 0.22% | −41−0.7% | Reduced |
| CVA Family Office, LLC | 6,157 | $253.4K | 0.04% | +193+3.2% | Added |
| Ashton Thomas Private Wealth, LLC | 6,155 | $253.3K | 0.01% | +458+8.0% | Added |
| Altrius Capital Management Inc | 6,127 | $252.2K | 0.06% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6,125 | $252.1K | 0.01% | −1,106−15.3% | Reduced |
| 1620 Investment Advisors, Inc. | 6,110 | $251.4K | 0.19% | −53−0.9% | Reduced |
| Avaii Wealth Management, LLC | 6,102 | $251.1K | 0.13% | 00.0% | Unchanged |
| Lantz Financial LLC | 6,098 | $250.9K | 0.07% | +182+3.1% | Added |
| Sunpointe, LLC | 6,091 | $250.7K | 0.13% | −71−1.2% | Reduced |
| Bristlecone Advisors, LLC | 6,067 | $249.7K | 0.02% | −271−4.3% | Reduced |
| Transcend Wealth Collective, LLC | 6,065 | $249.6K | 0.02% | −236−3.7% | Reduced |
| Rakuten Securities, Inc. | 6,034 | $248.3K | 0.13% | −151−2.4% | Reduced |
| FDx Advisors, Inc. | 6,033 | $248.0K | 0.08% | −32−0.5% | Reduced |
| Frederick Financial Consultants, LLC | 6,004 | $247.1K | 0.18% | +53+0.9% | Added |
| Evermay Wealth Management LLC | 5,955 | $245.0K | 0.03% | 00.0% | Unchanged |
| Timonier Family Office, LTD. | 5,941 | $244.5K | 0.11% | −551−8.5% | Reduced |
| Cascades Capital Asset Management, LLC | 5,929 | $244.0K | 0.13% | +1,245+26.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,917 | $243.5K | 0.02% | +5,917 | New |
| Klingenstein Fields & Co LP | 5,912 | $243.3K | 0.01% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 5,908 | $243.1K | 0.16% | −12−0.2% | Reduced |
| DRW Securities, LLC | 5,902 | $242.9K | 0.02% | −3,015−33.8% | Reduced |
| Family Legacy, Inc. | 5,870 | $241.6K | 0.08% | −563−8.8% | Reduced |
| Augustine Asset Management Inc | 5,839 | $240.3K | 0.07% | +521+9.8% | Added |
| Waddell & Associates, LLC | 5,801 | $238.7K | 0.03% | +26+0.5% | Added |
| D'Orazio & Associates, Inc. | 5,795 | $238.5K | 0.04% | −21−0.4% | Reduced |
| Advisory Alpha, LLC | 5,782 | $237.9K | 0.01% | +318+5.8% | Added |
| Transamerica Financial Advisors, Inc. | 5,746 | $237.0K | 0.02% | −90−1.5% | Reduced |
| Arbor Investment Advisors, LLC | 5,730 | $235.8K | 0.03% | +1,108+24.0% | Added |
| Tritonpoint Wealth, LLC | 5,684 | $233.9K | 0.02% | +251+4.6% | Added |
| Capital Square, LLC | 5,668 | $233.2K | 0.14% | +5+0.1% | Added |
| Castleview Partners, LLC | 5,667 | $233.2K | 0.16% | +8+0.1% | Added |
| Main Street Financial Solutions, LLC | 5,649 | $232.5K | 0.02% | −347−5.8% | Reduced |
| Great Valley Advisor Group, Inc. | 5,632 | $231.6K | 0.00% | −77−1.3% | Reduced |
| L2 Asset Management, LLC | 5,623 | $231.4K | 0.05% | +483+9.4% | Added |
| Smith Thornton Advisors LLC | 5,609 | $230.8K | 0.14% | +7+0.1% | Added |
| Smith & Howard Wealth Management, LLC | 5,575 | $229.4K | 0.06% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 5,565 | $229.0K | 0.05% | +5,565 | New |
| Signal Advisors Wealth, LLC | 5,558 | $228.7K | 0.02% | +51+0.9% | Added |
| CNB Bank | 5,540 | $228.0K | 0.12% | −3,504−38.7% | Reduced |
| Muirfield Wealth Advisors LLC | 5,530 | $227.6K | 0.19% | +62+1.1% | Added |
| Capital Analysts, LLC | 5,514 | $227.0K | 0.01% | −300−5.2% | Reduced |
| USA Financial Portformulas Corp | 5,500 | $226.3K | 0.04% | +58+1.1% | Added |
| Madison Asset Management, LLC | 5,500 | $226.3K | 0.00% | +5,500 | New |
| High Net Worth Advisory Group LLC | 5,477 | $225.4K | 0.06% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 5,475 | $225.3K | 0.07% | −400−6.8% | Reduced |
| Ausdal Financial Partners, Inc. | 5,457 | $224.5K | 0.02% | +569+11.6% | Added |
| Next Level Private LLC | 5,446 | $224.1K | 0.08% | +61+1.1% | Added |
| Central Trust Co | 5,445 | $224.1K | 0.01% | −30−0.5% | Reduced |
| Apexium Financial, LP | 5,431 | $223.5K | 0.01% | +29+0.5% | Added |
| Blue Rock Wealth Management LLC | 5,400 | $222.2K | 0.19% | +5,400 | New |
| Mountain Pacific Investment Advisers Inc | 5,366 | $220.8K | 0.02% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 5,694 | $220.7K | 0.11% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 6,231 | $220.5K | 0.23% | −74−1.2% | Reduced |
| Smith, Moore & Co. | 5,356 | $220.4K | 0.02% | +5,356 | New |
| Atlantic Family Wealth, LLC | 5,338 | $219.7K | 0.20% | +230+4.5% | Added |
| SC&H Financial Advisors, Inc. | 5,333 | $219.4K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,302 | $218.2K | 0.01% | −777−12.8% | Reduced |
| Genesis Private Wealth, LLC | 5,298 | $218.0K | 0.12% | +32+0.6% | Added |
| Cape Investment Advisory, Inc. | 5,290 | $217.7K | 0.09% | −54−1.0% | Reduced |
| Element Wealth, LLC | 5,269 | $216.8K | 0.12% | +10+0.2% | Added |
| Harbour Investments, Inc. | 5,265 | $216.7K | 0.01% | +1,305+33.0% | Added |
| Journey Strategic Wealth LLC | 5,262 | $216.5K | 0.01% | +157+3.1% | Added |
| Waldron Private Wealth LLC | 5,258 | $216.4K | 0.01% | −4,669−47.0% | Reduced |
| West Family Investments, Inc. | 5,256 | $216.3K | 0.08% | 00.0% | Unchanged |
| Quest Partners LLC | 5,246 | $215.9K | 0.02% | −5,578−51.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,967 | $215.5K | 0.07% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 5,559 | $215.2K | 0.19% | +545+10.9% | Added |
| Harvest Fund Management Co., Ltd | 5,227 | $215.0K | 0.01% | −1,788−25.5% | Reduced |
| PFW Advisors LLC | 5,224 | $215.0K | 0.07% | +3+0.1% | Added |
| M. Kulyk & Associates, LLC | 5,210 | $214.4K | 0.05% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 5,203 | $214.1K | 0.15% | 00.0% | Unchanged |
| Philadelphia Trust Co | 5,207 | $214.0K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,189 | $213.5K | 0.02% | −1,110−17.6% | Reduced |
| Headinvest, LLC | 5,186 | $213.4K | 0.04% | −1,445−21.8% | Reduced |
| Joel Isaacson & Co., LLC | 5,180 | $213.1K | 0.01% | +5,180 | New |
| TradeWell Securities, LLC. | 5,149 | $211.9K | 0.12% | −162−3.1% | Reduced |
| 1776 Wealth LLC | 5,100 | $209.9K | 0.10% | −1,500−22.7% | Reduced |
| Lindbrook Capital, LLC | 5,095 | $209.7K | 0.02% | −685−11.9% | Reduced |
| Old Port Advisors | 5,092 | $209.5K | 0.06% | +5,092 | New |
| Shayne & Co., LLC | 5,086 | $209.3K | 0.05% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 5,084 | $209.2K | 0.04% | +419+9.0% | Added |
| Providence Capital Advisors, LLC | 5,075 | $208.8K | 0.04% | +5,075 | New |
| Spirepoint Private Client, LLC | 5,066 | $208.5K | 0.03% | −10−0.2% | Reduced |
| New Wave Wealth Advisors LLC | 5,063 | $208.4K | 0.09% | −1,117−18.1% | Reduced |
| Yeomans Consulting Group, Inc. | 5,062 | $208.3K | 0.08% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 5,051 | $207.8K | 0.08% | +5,051 | New |
| Legacy Advisors, LLC | 5,035 | $207.2K | 0.02% | +5,035 | New |
| Gateway Investment Advisers LLC | 4,989 | $205.3K | 0.00% | +4,989 | New |
| Avantra Family Wealth, Inc. | 4,985 | $205.1K | 0.20% | −1,050−17.4% | Reduced |
| LongView Wealth Management | 4,975 | $204.7K | 0.06% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 4,964 | $204.3K | 0.07% | +51+1.0% | Added |
| Baron Wealth Management LLC | 4,941 | $203.3K | 0.09% | −786−13.7% | Reduced |
| VSM Wealth Advisory, LLC | 4,930 | $202.9K | 0.07% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 4,905 | $201.8K | 0.04% | −4−0.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $200.0K | 0.09% | 00.0% | Unchanged |
| Eastern Bank | 4,859 | $199.9K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 4,700 | $193.4K | 0.14% | −600−11.3% | Reduced |