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 |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 1,094 | $45.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,083 | $44.6K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,069 | $43.0K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,130 | $42.6K | 0.02% | +1,130 | New |
| TCTC Holdings, LLC | 1,023 | $42.1K | 0.00% | −287−21.9% | Reduced |
| Hemington Wealth Management | 979 | $40.0K | 0.01% | +130+15.3% | Added |
| Winthrop Capital Management, LLC | 914 | $38.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 908 | $37.4K | 0.00% | +658+263.2% | Added |
| Sierra Ocean, LLC | 899 | $37.0K | 0.03% | +352+64.4% | Added |
| Abound Wealth Management | 890 | $36.6K | 0.01% | −149−14.3% | Reduced |
| Meeder Asset Management Inc | 874 | $36.0K | 0.00% | +468+115.3% | Added |
| Missouri Trust & Investment Co | 854 | $35.1K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 853 | $35.1K | 0.03% | 00.0% | Unchanged |
| Motco | 798 | $32.8K | 0.00% | +649+435.6% | Added |
| Rise Advisors, LLC | 782 | $32.2K | 0.01% | −70−8.2% | Reduced |
| Sachetta, LLC | 749 | $30.8K | 0.01% | −56−7.0% | Reduced |
| Centennial Bank | 741 | $30.5K | 0.01% | +580+360.2% | Added |
| Atlantic Private Wealth, LLC | 715 | $29.4K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 687 | $28.3K | 0.01% | +7+1.0% | Added |
| Rosenberg Matthew Hamilton | 668 | $27.5K | 0.01% | +130+24.2% | Added |
| Financial Perspectives, Inc | 637 | $26.2K | 0.01% | +1+0.2% | Added |
| Wealth Preservation Advisors, LLC | 609 | $25.1K | 0.02% | +609 | New |
| Hopwood Financial Services, Inc. | 600 | $24.7K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $24.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 600 | $24.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 598 | $24.0K | 0.01% | +598 | New |
| Prestige Wealth Management Group LLC | 579 | $23.8K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 570 | $23.5K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 568 | $23.4K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 532 | $21.9K | 0.01% | +180+51.1% | Added |
| Saudi Central Bank | 522 | $21.5K | 0.11% | +522 | New |
| AllSquare Wealth Management LLC | 513 | $21.1K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $20.6K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 498 | $20.5K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 493 | $20.3K | 0.01% | +493 | New |
| Global Financial Private Client, LLC | 477 | $19.6K | 0.01% | +42+9.7% | Added |
| Centricity Wealth Management, LLC | 456 | $18.8K | 0.02% | +25+5.8% | Added |
| N.E.W. Advisory Services LLC | 443 | $18.2K | 0.00% | +443 | New |
| McIlrath & Eck, LLC | 427 | $17.6K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 423 | $17.4K | 0.00% | +397+1,526.9% | Added |
| Stone House Investment Management, LLC | 417 | $17.2K | 0.00% | +417 | New |
| Morton Brown Family Wealth, LLC | 413 | $17.0K | 0.01% | +3+0.7% | Added |
| MPWM Advisory Solutions, LLC | 411 | $16.9K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 403 | $16.6K | 0.00% | −434−51.9% | Reduced |
| FSC Wealth Advisors, LLC | 396 | $16.3K | 0.01% | +4+1.0% | Added |
| Fairman Group, LLC | 374 | $16.1K | 0.01% | −18−4.6% | Reduced |
| Monetary Management Group Inc | 388 | $16.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 381 | $15.7K | 0.00% | +57+17.6% | Added |
| High Note Wealth, LLC | 378 | $15.6K | 0.00% | +5+1.3% | Added |
| Lowe Wealth Advisors, LLC | 377 | $15.5K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 375 | $15.4K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 374 | $15.4K | 0.01% | −7−1.8% | Reduced |
| Stephenson National Bank & Trust | 374 | $15.4K | 0.01% | +94+33.6% | Added |
| Maryland Capital Advisors Inc. | 372 | $15.3K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 356 | $15.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 362 | $14.9K | 0.01% | +22+6.5% | Added |
| Piscataqua Savings Bank | 360 | $14.8K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 348 | $14.3K | 0.00% | +126+56.8% | Added |
| Rialto Wealth Management, LLC | 345 | $14.2K | 0.00% | +345 | New |
| Armstrong Advisory Group, Inc | 320 | $13.9K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 330 | $13.6K | 0.00% | +29+9.6% | Added |
| Orion Capital Management LLC | 324 | $13.3K | 0.01% | +109+50.7% | Added |
| Solstein Capital, LLC | 311 | $12.8K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 306 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 270 | $12.5K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $12.3K | 0.00% | −23−7.1% | Reduced |
| Coastline Trust Co | 300 | $12.3K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $12.3K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 291 | $12.0K | 0.00% | +25+9.4% | Added |
| Albion Financial Group | 281 | $11.6K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 281 | $11.6K | 0.00% | +281 | New |
| Bangor Savings Bank | 275 | $11.3K | 0.00% | −291−51.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 259 | $10.6K | 0.00% | +82+46.3% | Added |
| WPG Advisers, LLC | 253 | $10.4K | 0.01% | +91+56.2% | Added |
| St Germain D J Co Inc | 248 | $10.2K | 0.00% | +248 | New |
| Bayforest Capital Ltd | 236 | $9.71K | 0.00% | −505−68.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 226 | $9.28K | 0.02% | −28−11.0% | Reduced |
| Atwood & Palmer Inc | 225 | $9.26K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 216 | $8.89K | 0.00% | +216 | New |
| Security National Bank | 215 | $8.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 213 | $8.77K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 203 | $8.35K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $8.23K | 0.00% | −142−41.5% | Reduced |
| Raffa Wealth Management, LLC | 198 | $8.15K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 195 | $8.03K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 188 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 191 | $7.86K | 0.00% | −35−15.5% | Reduced |
| PSI Advisors, LLC | 188 | $7.74K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 185 | $7.61K | 0.00% | +185 | New |
| Fortitude Family Office, LLC | 180 | $7.41K | 0.00% | −590−76.6% | Reduced |
| Key Financial Inc | 174 | $7.16K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 173 | $7.12K | 0.00% | −56−24.5% | Reduced |
| Hollencrest Capital Management | 168 | $6.91K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 165 | $6.79K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 155 | $6.38K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $6.17K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 150 | $6.17K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 137 | $6.00K | 0.00% | +14+11.4% | Added |
| McClarren Financial Advisors, Inc. | 166 | $6.00K | 0.00% | +60+56.6% | Added |
| Strategic Investment Solutions, Inc. | 141 | $5.79K | 0.00% | +2+1.4% | Added |