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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 329,278 | $13.6M | 0.03% | +21,529+7.0% | Added |
| Handelsbanken Fonder AB | 328,093 | $13.5M | 0.06% | +1,709+0.5% | Added |
| Corebridge Financial, Inc. | 327,911 | $13.5M | 0.08% | −14,235−4.2% | Reduced |
| Ategra Capital Management, LLC | 326,620 | $13.4M | 10.86% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 319,821 | $13.2M | 0.03% | −33,117−9.4% | Reduced |
| Delta Asset Management LLC | 316,499 | $13.0M | 1.24% | −912−0.3% | Reduced |
| Trexquant Investment LP | 312,405 | $12.9M | 0.15% | +147,176+89.1% | Added |
| Bryn Mawr Trust Co | 310,372 | $12.8M | 0.24% | −7,438−2.3% | Reduced |
| Independent Advisor Alliance | 308,893 | $12.7M | 0.42% | +4,151+1.4% | Added |
| Coerente Capital Management | 308,734 | $12.7M | 2.48% | +8,065+2.7% | Added |
| ProShare Advisors LLC | 308,176 | $12.7M | 0.03% | +23,647+8.3% | Added |
| Forsta Ap-Fonden | 305,000 | $12.6M | 0.10% | +16,600+5.8% | Added |
| Czech National Bank | 302,250 | $12.4M | 0.11% | +14,417+5.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 300,938 | $12.4M | 0.07% | +18,667+6.6% | Added |
| South Dakota Investment Council | 296,564 | $12.2M | 0.25% | −421−0.1% | Reduced |
| Canada Pension Plan Investment Board | 291,214 | $12.0M | 0.01% | +17,830+6.5% | Added |
| McRae Capital Management Inc | 290,974 | $12.0M | 2.52% | +10,080+3.6% | Added |
| Gillespie Robinson & Grimm Inc | 289,106 | $11.9M | 0.96% | +8,463+3.0% | Added |
| Guggenheim Capital LLC | 288,158 | $11.9M | 0.11% | −71,352−19.8% | Reduced |
| MML Investors Services, LLC | 288,122 | $11.9M | 0.04% | +6,621+2.4% | Added |
| Brookstone Capital Management | 286,750 | $11.8M | 0.17% | +10,901+4.0% | Added |
| Citadel Advisors LLC | 284,077 | $11.7M | 0.01% | −1,704,511−85.7% | Reduced |
| Retirement Systems of Alabama | 282,781 | $11.6M | 0.05% | −798,094−73.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 281,505 | $11.6M | 0.06% | +12,046+4.5% | Added |
| Qube Research & Technologies Ltd | 279,849 | $11.5M | 0.02% | −606,503−68.4% | Reduced |
| Creative Planning | 279,468 | $11.5M | 0.01% | −33,269−10.6% | Reduced |
| Skba Capital Management LLC | 279,000 | $11.5M | 1.71% | +13,600+5.1% | Added |
| O'Shaughnessy Asset Management, LLC | 277,969 | $11.4M | 0.09% | +95,265+52.1% | Added |
| M&G Plc | 277,084 | $11.4M | 0.05% | +7,680+2.9% | Added |
| Salem Investment Counselors Inc | 270,712 | $11.1M | 0.39% | −22,110−7.6% | Reduced |
| Brown Advisory Inc | 268,011 | $11.0M | 0.02% | −7,858−2.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 266,702 | $11.0M | 0.89% | +3,979+1.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 268,504 | $10.9M | 0.12% | +118,156+78.6% | Added |
| CIBC Asset Management Inc | 263,630 | $10.8M | 0.04% | −3,859−1.4% | Reduced |
| Voya Investment Management LLC | 261,974 | $10.8M | 0.01% | −108,723−29.3% | Reduced |
| Kanawha Capital Management LLC | 261,745 | $10.8M | 0.84% | +1,347+0.5% | Added |
| Financial Counselors Inc | 261,710 | $10.8M | 0.16% | −147−0.1% | Reduced |
| BancorpSouth Bank | 260,183 | $10.7M | 0.76% | +1,852+0.7% | Added |
| Amalgamated Bank | 257,702 | $10.6M | 0.09% | +2,897+1.1% | Added |
| Teacher Retirement System of Texas | 255,744 | $10.5M | 0.04% | +176,755+223.8% | Added |
| Engineers Gate Manager LP | 255,228 | $10.5M | 0.18% | +62,071+32.1% | Added |
| IFM Investors Pty Ltd | 254,008 | $10.5M | 0.11% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 253,879 | $10.4M | 0.06% | −2,551−1.0% | Reduced |
| Old National Bancorp | 253,117 | $10.4M | 0.27% | −2,330−0.9% | Reduced |
| Sanctuary Advisors, LLC | 244,893 | $10.1M | 0.07% | −17,716−6.7% | Reduced |
| WSFS Capital Management, LLC | 243,787 | $10.0M | 0.60% | +14,342+6.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 242,489 | $9.96M | 0.02% | +70,456+41.0% | Added |
| Janus Henderson Group PLC | 245,611 | $9.94M | 0.01% | +65,752+36.6% | Added |
| Varma Mutual Pension Insurance Co | 239,480 | $9.85M | 0.08% | −24,400−9.2% | Reduced |
| Quantbot Technologies LP | 238,775 | $9.83M | 0.31% | +225,474+1,695.2% | Added |
| Modera Wealth Management, LLC | 238,249 | $9.80M | 0.13% | −689−0.3% | Reduced |
| Pinnacle Associates Ltd | 235,964 | $9.71M | 0.14% | +540.0% | Added |
| DnB Asset Management AS | 234,534 | $9.65M | 0.04% | −7,049−2.9% | Reduced |
| Systematic Alpha Investments, LLC | 233,937 | $9.63M | 0.37% | 00.0% | Unchanged |
| Moore Capital Management, LP | 232,287 | $9.56M | 0.32% | −70,289−23.2% | Reduced |
| Wealthcare Advisory Partners LLC | 230,704 | $9.49M | 0.25% | −22,686−9.0% | Reduced |
| Nearwater Capital Markets, Ltd | 230,044 | $9.47M | 0.27% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 225,197 | $9.27M | 0.01% | −17,012−7.0% | Reduced |
| Wealthfront Advisers LLC | 222,228 | $9.14M | 0.02% | +39,430+21.6% | Added |
| Arrowstreet Capital, Limited Partnership | 221,573 | $9.12M | 0.01% | −380,431−63.2% | Reduced |
| Utah Retirement Systems | 221,025 | $9.10M | 0.10% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 220,214 | $9.06M | 0.28% | +37,401+20.5% | Added |
| Triglav Skladi, D.O.O. | 218,414 | $8.99M | 0.76% | −12,340−5.3% | Reduced |
| First National Trust Co | 214,029 | $8.81M | 0.35% | +1,601+0.8% | Added |
| Parallax Volatility Advisers, L.P. | 213,010 | $8.77M | 0.28% | −63,909−23.1% | Reduced |
| Cresset Asset Management, LLC | 209,639 | $8.63M | 0.04% | −1,899−0.9% | Reduced |
| Benjamin Edwards Inc | 209,406 | $8.62M | 0.12% | +11,323+5.7% | Added |
| Kestra Advisory Services, LLC | 206,588 | $8.50M | 0.04% | +19,411+10.4% | Added |
| Hunter Perkins Capital Management, LLC | 203,402 | $8.37M | 1.94% | −43,734−17.7% | Reduced |
| USS Investment Management Ltd | 200,969 | $8.27M | 0.06% | 00.0% | Unchanged |
| Cardinal Capital Management | 198,813 | $8.18M | 1.27% | +3,469+1.8% | Added |
| Intact Investment Management Inc. | 198,200 | $8.16M | 0.28% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 195,475 | $8.04M | 0.08% | +2,174+1.1% | Added |
| Rowland & Co Investment Counsel | 194,678 | $8.01M | 1.69% | −3,726−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 193,824 | $7.98M | 0.08% | −125−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 192,888 | $7.94M | 0.73% | −7,307−3.6% | Reduced |
| Logan Capital Management Inc | 190,726 | $7.85M | 0.36% | +342+0.2% | Added |
| GWM Advisors LLC | 190,719 | $7.85M | 0.05% | +30,631+19.1% | Added |
| Socorro Asset Management LP | 190,468 | $7.84M | 2.70% | +3,630+1.9% | Added |
| Northern Oak Wealth Management Inc | 188,197 | $7.74M | 1.00% | −7,700−3.9% | Reduced |
| Daiwa Securities Group Inc. | 187,703 | $7.72M | 0.03% | +12,307+7.0% | Added |
| Xponance, Inc. | 187,135 | $7.70M | 0.07% | −170,443−47.7% | Reduced |
| Simplex Trading, LLC | 186,150 | $7.66M | 0.27% | +186,150 | New |
| CIBC World Markets Inc. | 182,711 | $7.52M | 0.02% | +158,069+641.5% | Added |
| Mercer Global Advisors Inc | 182,308 | $7.50M | 0.02% | +5,377+3.0% | Added |
| Cyndeo Wealth Partners, LLC | 182,154 | $7.50M | 0.49% | +10,559+6.2% | Added |
| Yousif Capital Management, LLC | 181,357 | $7.46M | 0.09% | −1,089−0.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 180,598 | $7.43M | 0.09% | −46,200−20.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 180,366 | $7.42M | 0.08% | +9,878+5.8% | Added |
| Regions Financial Corp | 179,267 | $7.38M | 0.05% | −38,246−17.6% | Reduced |
| Point72 (DIFC) Ltd | 178,987 | $7.37M | 0.71% | +178,987 | New |
| Public Employees Retirement Association of Colorado | 178,223 | $7.33M | 0.03% | −703−0.4% | Reduced |
| Ibex Wealth Advisors | 176,762 | $7.27M | 0.96% | +981+0.6% | Added |
| New York Life Investment Management LLC | 175,952 | $7.24M | 0.07% | −21,329−10.8% | Reduced |
| Arkadios Wealth Advisors | 175,163 | $7.21M | 0.27% | +48,614+38.4% | Added |
| Maltese Capital Management LLC | 175,000 | $7.20M | 1.17% | +10,000+6.1% | Added |
| Ethic Inc. | 174,460 | $7.16M | 0.14% | +11,857+7.3% | Added |
| NTV Asset Management LLC | 172,936 | $7.12M | 0.95% | −3,740−2.1% | Reduced |
| Diversified Trust Co | 172,913 | $7.12M | 0.18% | −6,223−3.5% | Reduced |
| M&T Bank Corp | 170,853 | $7.03M | 0.03% | −10,321−5.7% | Reduced |