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 |
|---|---|---|---|---|---|
| American Capital Advisory, LLC | 4,476 | $184.2K | 0.10% | −400−8.2% | Reduced |
| Bollard Group LLC | 4,422 | $182.0K | 0.00% | +49+1.1% | Added |
| Sound Income Strategies, LLC | 4,370 | $179.8K | 0.01% | −340−7.2% | Reduced |
| Grove Bank & Trust | 4,324 | $177.9K | 0.02% | −1,987−31.5% | Reduced |
| Accordant Advisory Group Inc | 4,299 | $176.9K | 0.17% | 00.0% | Unchanged |
| LRI Investments, LLC | 4,179 | $172.0K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,108 | $169.0K | 0.11% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 4,023 | $166.0K | 0.09% | −458−10.2% | Reduced |
| Wellington Shields & Co., LLC | 4,000 | $164.6K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,982 | $163.9K | 0.04% | −470−10.6% | Reduced |
| Manchester Capital Management LLC | 3,898 | $160.4K | 0.02% | +288+8.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,743 | $154.1K | 0.09% | +106+2.9% | Added |
| Sentry Investment Management LLC | 4,387 | $154.0K | 0.10% | +4,387 | New |
| Bruce G. Allen Investments, LLC | 3,733 | $153.6K | 0.12% | −264−6.6% | Reduced |
| Skopos Labs, Inc. | 3,568 | $146.8K | 0.03% | +1,003+39.1% | Added |
| Dakota Community Bank & Trust NA | 3,545 | $145.9K | 0.70% | −113−3.1% | Reduced |
| Creekmur Asset Management LLC | 3,540 | $145.7K | 0.03% | +3,514+13,515.4% | Added |
| Fairscale Capital, LLC | 3,503 | $144.1K | 0.13% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,449 | $141.9K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,416 | $140.6K | 0.02% | +137+4.2% | Added |
| Global Trust Asset Management, LLC | 3,401 | $140.0K | 0.09% | −250−6.8% | Reduced |
| Creative Financial Designs Inc | 3,358 | $138.2K | 0.01% | −119−3.4% | Reduced |
| Asset Dedication, LLC | 3,321 | $136.7K | 0.01% | +27+0.8% | Added |
| Investment Management Corp | 3,318 | $136.5K | 0.12% | +515+18.4% | Added |
| Deseret Mutual Benefit Administrators | 3,234 | $133.1K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,208 | $132.0K | 0.02% | +1,895+144.3% | Added |
| Curio Wealth, LLC | 2 | $131.1K | 0.07% | −1,035−99.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,146 | $129.5K | 0.07% | +379+13.7% | Added |
| TD Waterhouse Canada Inc. | 3,114 | $127.7K | 0.00% | −69−2.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,053 | $125.6K | 0.06% | −261−7.9% | Reduced |
| Binnacle Investments Inc | 3,044 | $125.3K | 0.09% | +3,044 | New |
| Viking Fund Management LLC | 3,000 | $123.5K | 0.02% | +3,000 | New |
| First PREMIER Bank | 3,000 | $123.0K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,886 | $118.8K | 0.00% | +515+21.7% | Added |
| Nemes Rush Group LLC | 2,865 | $117.9K | 0.01% | −932−24.5% | Reduced |
| SOA Wealth Advisors, LLC. | 2,858 | $117.6K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,853 | $117.4K | 0.04% | −5−0.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,821 | $116.1K | 0.04% | +75+2.7% | Added |
| Quarry LP | 2,820 | $116.0K | 0.03% | +2,820 | New |
| Migdal Insurance & Financial Holdings Ltd. | 2,827 | $116.0K | 0.00% | −1,818−39.1% | Reduced |
| Evolution Advisers, Inc. | 74,770 | $112.0K | 0.06% | −160.0% | Reduced |
| Riverview Trust Co | 2,712 | $111.6K | 0.11% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,630 | $108.2K | 0.01% | −482−15.5% | Reduced |
| Silvant Capital Management LLC | 2,587 | $106.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,505 | $103.1K | 0.00% | +102+4.2% | Added |
| Millstone Evans Group, LLC | 2,483 | $102.2K | 0.07% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,469 | $101.6K | 0.01% | +261+11.8% | Added |
| Curat Global, LLC | 2,443 | $100.5K | 0.12% | +2,443 | New |
| Cranbrook Wealth Management, LLC | 2,430 | $100.0K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,416 | $99.4K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,360 | $97.1K | 0.13% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,311 | $95.1K | 0.01% | +2,311 | New |
| Hughes Financial Services, LLC | 2,292 | $94.0K | 0.02% | +2,292 | New |
| Quent Capital, LLC | 2,188 | $90.1K | 0.01% | −438−16.7% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $89.5K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,171 | $89.3K | 0.04% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,168 | $89.2K | 0.01% | +10.0% | Added |
| Larson Financial Group LLC | 2,164 | $89.1K | 0.00% | +323+17.5% | Added |
| Aventura Private Wealth, LLC | 2,102 | $86.5K | 0.05% | −151−6.7% | Reduced |
| Covestor Ltd | 2,053 | $85.0K | 0.06% | −113−5.2% | Reduced |
| Pinnacle Bancorp, Inc. | 2,059 | $84.7K | 0.03% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,045 | $84.2K | 0.07% | +70+3.5% | Added |
| First Command Advisory Services, Inc. | 2,029 | $83.5K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 2,002 | $82.4K | 0.05% | +2,002 | New |
| Smithfield Trust Co | 1,970 | $82.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,959 | $81.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,961 | $80.7K | 0.01% | +1,961 | New |
| Atlantic Trust, LLC | 1,846 | $76.0K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,840 | $75.7K | 0.03% | +27+1.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,828 | $75.3K | 0.01% | −1,135−38.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,796 | $73.9K | 0.01% | +1,665+1,271.0% | Added |
| Main Street Group, LTD | 1,759 | $72.3K | 0.03% | +100+6.0% | Added |
| Richardson Financial Services Inc. | 1,745 | $71.8K | 0.05% | +50+2.9% | Added |
| Wayfinding Financial, LLC | 1,722 | $70.0K | 0.03% | +1,722 | New |
| Washington Trust Co | 1,641 | $67.5K | 0.00% | −2,032−55.3% | Reduced |
| Kiker Wealth Management, LLC | 1,605 | $66.0K | 0.05% | +1,605 | New |
| Johnson Financial Group, Inc. | 1,599 | $65.8K | 0.00% | +1,181+282.5% | Added |
| Stephens Consulting, LLC | 1,555 | $64.0K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,500 | $61.7K | 0.00% | −950−38.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $59.7K | 0.02% | +373+34.6% | Added |
| Headlands Technologies LLC | 1,444 | $59.4K | 0.01% | −12,655−89.8% | Reduced |
| Union Savings Bank | 1,429 | $58.8K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,427 | $58.7K | 0.02% | +116+8.8% | Added |
| Truvestments Capital LLC | 1,388 | $57.1K | 0.01% | +1,088+362.7% | Added |
| Mechanics Financial Corp | 1,375 | $56.6K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,362 | $56.4K | 0.00% | −257−15.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,367 | $56.3K | 0.04% | +1,367 | New |
| GW&K Investment Management, LLC | 1,359 | $56.0K | 0.00% | −1−0.1% | Reduced |
| UMA Financial Services, Inc. | 1,346 | $55.4K | 0.01% | −12−0.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,340 | $55.1K | 0.02% | +64+5.0% | Added |
| Pinney & Scofield, Inc. | 1,310 | $53.9K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,300 | $53.5K | 0.02% | −605−31.8% | Reduced |
| Burkett Financial Services, LLC | 1,245 | $51.2K | 0.02% | +34+2.8% | Added |
| Trust Co | 1,233 | $50.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,229 | $50.6K | 0.00% | −427−25.8% | Reduced |
| Private Wealth Management Group, LLC | 1,226 | $50.5K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,169 | $48.1K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,165 | $47.9K | 0.01% | +44+3.9% | Added |
| Optimum Investment Advisors | 1,153 | $47.4K | 0.02% | −518−31.0% | Reduced |
| Kestra Investment Management, LLC | 1,096 | $45.1K | 0.00% | −1,980−64.4% | Reduced |