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 |
|---|---|---|---|---|---|
| Park Square Financial Group, LLC | 136 | $5.60K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 134 | $5.52K | 0.00% | −84−38.5% | Reduced |
| Ancora Advisors, LLC | 129 | $5.31K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 125 | $5.14K | 0.00% | +125 | New |
| True Wealth Design, LLC | 122 | $5.00K | 0.00% | −1,110−90.1% | Reduced |
| Sit Investment Associates Inc | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 120 | $4.94K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 120 | $4.92K | 0.00% | +120 | New |
| Ridgewood Investments LLC | 108 | $4.44K | 0.00% | +108 | New |
| Crowley Wealth Management, Inc. | 106 | $4.36K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 105 | $4.32K | 0.00% | +43+69.4% | Added |
| Bernard Wealth Management Corp. | 102 | $4.20K | 0.00% | +102 | New |
| GPS Wealth Strategies Group, LLC | 102 | $4.20K | 0.00% | +2+2.0% | Added |
| Pineridge Advisors LLC | 100 | $4.12K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 100 | $4.12K | 0.00% | +31+44.9% | Added |
| Darwin Advisors, LLC | 94 | $4.08K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 99 | $4.07K | 0.00% | +99 | New |
| Coston, McIsaac & Partners | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 95 | $3.92K | 0.00% | +2+2.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 94 | $3.91K | 0.00% | −336−78.1% | Reduced |
| Cornerstone Planning Group LLC | 104 | $3.86K | 0.00% | −11−9.6% | Reduced |
| DT Investment Partners, LLC | 88 | $3.62K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 88 | $3.62K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 85 | $3.50K | 0.01% | +85 | New |
| Clark Wealth Partners | 82 | $3.37K | 0.00% | −2−2.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 78 | $3.21K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 77 | $3.17K | 0.00% | −100−56.5% | Reduced |
| Trifecta Capital Advisors, LLC | 76 | $3.13K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 70 | $2.88K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 69 | $2.84K | 0.00% | +69 | New |
| Riggs Asset Managment Co. Inc. | 64 | $2.62K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 62 | $2.54K | 0.00% | −184−74.8% | Reduced |
| Spectrum Wealth Counsel, LLC | 60 | $2.48K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 59 | $2.43K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $2.43K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 58 | $2.39K | 0.00% | +58 | New |
| Capital A Wealth Management, LLC | 57 | $2.35K | 0.00% | +22+62.9% | Added |
| Core Alternative Capital | 50 | $2.06K | 0.00% | −54−51.9% | Reduced |
| WealthTrak Capital Management LLC | 45 | $1.85K | 0.00% | +35+350.0% | Added |
| Delta Accumulation, LLC | 39 | $1.67K | 0.01% | −15,300−99.7% | Reduced |
| Winnow Wealth LLC | 41 | $1.65K | 0.00% | +14+51.9% | Added |
| WestEnd Advisors, LLC | 38 | $1.56K | 0.00% | +25+192.3% | Added |
| Quest 10 Wealth Builders, Inc. | 34 | $1.41K | 0.00% | −1,409−97.6% | Reduced |
| ORG Partners LLC | 32 | $1.31K | 0.00% | −122−79.2% | Reduced |
| Financial Network Wealth Advisors LLC | 26 | $1.07K | 0.00% | +26 | New |
| Bay Harbor Wealth Management, LLC | 18 | $740 | 0.00% | +18 | New |
| Parkworth Wealth Management, Inc. | 17 | $700 | 0.00% | +4+30.8% | Added |
| Bear Mountain Capital, Inc. | 18 | $682 | 0.00% | +18 | New |
| Puff Wealth Management, LLC | 15 | $623 | 0.00% | +15 | New |
| Osterweis Capital Management Inc | 15 | $617 | 0.00% | +15 | New |
| HFM Investment Advisors, LLC | 14 | $577 | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 15 | $570 | 0.00% | −13−46.4% | Reduced |
| Dogwood Wealth Management LLC | 13 | $535 | 0.00% | +13 | New |
| Y.D. More Investments Ltd | 4,608 | $510 | 0.00% | +2,963+180.1% | Added |
| Greenline Partners, LLC | 11 | $453 | 0.00% | +11 | New |
| DHJJ Financial Advisors, Ltd. | 10 | $412 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 7 | $289 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 7 | $288 | 0.00% | +7 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −25,919−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −2,080,387−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −2,039,144−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −520,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −263,017−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −233,500−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −203,309−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −182,953−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −109,000−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −104,399−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −103,410−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −85,143−100.0% | Sold out |
| Legacy CG, LLC | 0 | $0 | 0.00% | −73,074−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −44,775−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −41,557−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −40,763−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −38,039−100.0% | Sold out |
| Bayview Asset Management, LLC | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −30,290−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −30,099−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −25,008−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −24,754−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,690−100.0% | Sold out |
| Capital Management Associates | 0 | $0 | 0.00% | −17,607−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −17,542−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −15,298−100.0% | Sold out |
| Par Capital Management Inc | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Sabal Trust CO | 0 | $0 | 0.00% | −12,833−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −11,475−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −11,043−100.0% | Sold out |
| Pettee Investors, Inc. | 0 | $0 | 0.00% | −9,195−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −8,796−100.0% | Sold out |
| Cobblestone Capital Advisors LLC | 0 | $0 | 0.00% | −8,735−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −8,749−100.0% | Sold out |
| Chiron Capital Management, LLC | 0 | $0 | 0.00% | −8,507−100.0% | Sold out |
| Alpha Wealth Funds, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −7,370−100.0% | Sold out |
| Ascent Wealth Partners, LLC | 0 | $0 | 0.00% | −7,119−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Capital City Trust Co | 0 | $0 | 0.00% | −6,857−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −6,572−100.0% | Sold out |