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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 170,344 | $7.01M | 0.06% | +170,344 | New |
| QRG Capital Management, Inc. | 170,101 | $7.00M | 0.07% | −420.0% | Reduced |
| Highland Capital Management, LLC | 167,853 | $6.91M | 0.41% | −1,967−1.2% | Reduced |
| Argent Trust Co | 166,208 | $6.84M | 0.28% | +2,189+1.3% | Added |
| Zions Bancorporation, National Association | 165,706 | $6.82M | 0.43% | +165,706 | New |
| Avantax Advisory Services, Inc. | 164,921 | $6.79M | 0.04% | +6,511+4.1% | Added |
| Vinva Investment Management Ltd | 166,145 | $6.72M | 0.27% | +30,374+22.4% | Added |
| Caisse de Depot Et Placement du Quebec | 163,030 | $6.71M | 0.01% | −945,436−85.3% | Reduced |
| Pathstone Holdings, LLC | 162,840 | $6.70M | 0.03% | −2,996−1.8% | Reduced |
| Nissay Asset Management Corp | 161,749 | $6.66M | 0.04% | +653+0.4% | Added |
| Old Point Trust & Financial Services N A | 161,675 | $6.65M | 2.34% | −4,809−2.9% | Reduced |
| Alpha Omega Wealth Management LLC | 161,032 | $6.63M | 1.27% | −9,320−5.5% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 161,000 | $6.63M | 0.13% | −100,362−38.4% | Reduced |
| La Banque Postale Asset Management SA | 160,248 | $6.59M | 0.10% | −6,703−4.0% | Reduced |
| Continental Advisors LLC | 159,650 | $6.57M | 4.88% | 00.0% | Unchanged |
| CIBC World Markets Corp | 159,255 | $6.55M | 0.05% | −81,597−33.9% | Reduced |
| Alerus Financial NA | 142,894 | $6.55M | 0.52% | +142,894 | New |
| Schonfeld Strategic Advisors LLC | 159,182 | $6.55M | 0.04% | −18,618−10.5% | Reduced |
| Reliant Investment Partners, LLC | 158,271 | $6.51M | 6.64% | −328−0.2% | Reduced |
| Quantinno Capital Management LP | 157,871 | $6.50M | 0.04% | +59,858+61.1% | Added |
| Davis Selected Advisers | 156,431 | $6.44M | 0.04% | +11,052+7.6% | Added |
| Advisory Services Network, LLC | 154,944 | $6.38M | 0.12% | +3,517+2.3% | Added |
| Kingsview Wealth Management, LLC | 154,541 | $6.36M | 0.12% | −748−0.5% | Reduced |
| State of Alaska, Department of Revenue | 154,183 | $6.34M | 0.07% | +2,800+1.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 156,101 | $6.32M | 0.03% | +20,298+14.9% | Added |
| Mutual of America Capital Management LLC | 153,037 | $6.30M | 0.07% | −6,001−3.8% | Reduced |
| Mackenzie Financial Corp | 152,848 | $6.29M | 0.01% | +32,313+26.8% | Added |
| Linscomb & Williams, Inc. | 152,804 | $6.29M | 0.31% | +3,592+2.4% | Added |
| Thrivent Financial for Lutherans | 151,916 | $6.28M | 0.01% | −16,669−9.9% | Reduced |
| Montag A & Associates Inc | 151,466 | $6.23M | 0.31% | −647−0.4% | Reduced |
| Harvest Portfolios Group Inc. | 146,821 | $6.04M | 0.18% | +11,672+8.6% | Added |
| Parcion Private Wealth LLC | 145,951 | $6.01M | 0.49% | +4,050+2.9% | Added |
| Concurrent Investment Advisors, LLC | 144,105 | $5.93M | 0.14% | +11,805+8.9% | Added |
| Freemont Management S.A. | 143,500 | $5.91M | 2.32% | +26,700+22.9% | Added |
| Jamison Private Wealth Management, Inc. | 142,920 | $5.88M | 0.90% | +404+0.3% | Added |
| CIBC Private Wealth Group, LLC | 167,170 | $5.84M | 0.01% | −3,541−2.1% | Reduced |
| OP Asset Management Ltd | 141,787 | $5.83M | 0.10% | +141,787 | New |
| Los Angeles Capital Management LLC | 141,271 | $5.81M | 0.03% | −19,376−12.1% | Reduced |
| Oppenheimer & Co Inc | 138,276 | $5.69M | 0.09% | +2,986+2.2% | Added |
| Associated Banc-Corp | 138,165 | $5.69M | 0.17% | −3,288−2.3% | Reduced |
| Bank of Nova Scotia | 137,789 | $5.67M | 0.01% | −436,909−76.0% | Reduced |
| Cornerstone Wealth Group, LLC | 137,654 | $5.66M | 0.47% | +11,591+9.2% | Added |
| Empowered Funds, LLC | 137,205 | $5.65M | 0.08% | +34,228+33.2% | Added |
| HB Wealth Management, LLC | 136,982 | $5.64M | 0.05% | +17,514+14.7% | Added |
| Pinnacle Financial Partners Inc | 134,363 | $5.53M | 0.11% | +47,717+55.1% | Added |
| Abn Amro Investment Solutions | 134,304 | $5.53M | 0.12% | +39,170+41.2% | Added |
| Dakota Wealth Management | 133,325 | $5.49M | 0.13% | −18,046−11.9% | Reduced |
| PGGM Investments | 132,961 | $5.47M | 0.07% | +42,944+47.7% | Added |
| Stephens Inc | 131,712 | $5.42M | 0.08% | +1,659+1.3% | Added |
| Huber Capital Management LLC | 131,464 | $5.41M | 1.02% | −50,000−27.6% | Reduced |
| Atria Investments LLC | 130,766 | $5.38M | 0.07% | −3,004−2.2% | Reduced |
| JustInvest LLC | 130,730 | $5.38M | 0.08% | +8,825+7.2% | Added |
| LaFleur & Godfrey LLC | 129,370 | $5.32M | 0.72% | +21,202+19.6% | Added |
| Baugh & Associates, LLC | 135,027 | $5.32M | 2.69% | −510−0.4% | Reduced |
| RSM US Wealth Management LLC | 128,707 | $5.30M | 0.08% | −12,463−8.8% | Reduced |
| United Capital Management of KS, Inc. | 125,620 | $5.17M | 1.07% | +3,381+2.8% | Added |
| Loudon Investment Management, LLC | 125,346 | $5.16M | 2.95% | +2,519+2.1% | Added |
| Chesley Taft & Associates LLC | 124,161 | $5.11M | 0.25% | −370−0.3% | Reduced |
| Whitener Capital Management, Inc. | 120,708 | $4.97M | 1.41% | −2,672−2.2% | Reduced |
| Shelton Capital Management | 120,039 | $4.94M | 0.12% | −8,516−6.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 119,764 | $4.93M | 0.02% | +17,529+17.1% | Added |
| Griffith & Werner, Inc. | 119,622 | $4.92M | 3.06% | +15,949+15.4% | Added |
| Colony Group, LLC | 119,477 | $4.92M | 0.01% | −23,446−16.4% | Reduced |
| Rakuten Investment Management, Inc. | 120,598 | $4.88M | 0.02% | +120,598 | New |
| Fifth Third Bancorp | 116,831 | $4.81M | 0.02% | −3,130−2.6% | Reduced |
| Assetmark, Inc | 114,733 | $4.72M | 0.01% | +22,900+24.9% | Added |
| Country Club Bank | 116,111 | $4.70M | 0.32% | +70,612+155.2% | Added |
| Bridge Creek Capital Management LLC | 113,591 | $4.67M | 1.47% | −3,397−2.9% | Reduced |
| Oregon Public Employees Retirement Fund | 113,075 | $4.65M | 0.09% | −730−0.6% | Reduced |
| Woodline Partners LP | 111,177 | $4.57M | 0.03% | +31,454+39.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 110,848 | $4.56M | 0.01% | +87,896+383.0% | Added |
| Atom Investors LP | 110,740 | $4.56M | 0.56% | −46,297−29.5% | Reduced |
| Allianz Asset Management GmbH | 110,740 | $4.56M | 0.01% | +5,062+4.8% | Added |
| Dana Investment Advisors, Inc. | 109,451 | $4.50M | 0.16% | −26,218−19.3% | Reduced |
| TownSquare Capital, LLC | 107,608 | $4.43M | 0.05% | +6,591+6.5% | Added |
| First Citizens Bank & Trust Co | 107,525 | $4.42M | 0.11% | +343+0.3% | Added |
| Kempner Capital Management Inc. | 106,692 | $4.39M | 2.47% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 106,495 | $4.38M | 0.81% | +100.0% | Added |
| Griffin Asset Management, Inc. | 106,480 | $4.38M | 0.54% | −4,322−3.9% | Reduced |
| Patten & Patten Inc | 106,472 | $4.38M | 0.29% | −3,186−2.9% | Reduced |
| Nordea Investment Management AB | 107,207 | $4.36M | 0.00% | +397+0.4% | Added |
| Colonial Trust Advisors | 105,654 | $4.35M | 0.39% | +7,887+8.1% | Added |
| Mizuho Securities USA LLC | 105,367 | $4.34M | 0.09% | −20,452−16.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 103,728 | $4.27M | 0.13% | +99,680+2,462.5% | Added |
| Proquility Private Wealth Partners, LLC | 103,686 | $4.27M | 1.31% | +3,978+4.0% | Added |
| Cullinan Associates Inc | 103,235 | $4.25M | 0.30% | −49,802−32.5% | Reduced |
| Magnetar Financial LLC | 103,069 | $4.24M | 0.06% | −26,532−20.5% | Reduced |
| Lido Advisors, LLC | 102,489 | $4.22M | 0.02% | +44,658+77.2% | Added |
| Teachers Retirement System of the State of Kentucky | 102,429 | $4.21M | 0.04% | +3,122+3.1% | Added |
| ASR Vermogensbeheer N.V. | 101,882 | $4.19M | 0.06% | +101,882 | New |
| Avanza Fonder AB | 100,780 | $4.19M | 0.14% | −114−0.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 101,309 | $4.17M | 1.00% | −3,655−3.5% | Reduced |
| NEOS Investment Management LLC | 101,140 | $4.16M | 0.08% | +18,769+22.8% | Added |
| Hedeker Wealth, LLC | 100,849 | $4.15M | 1.12% | +3,372+3.5% | Added |
| Caption Management, LLC | 100,585 | $4.14M | 0.19% | +52,585+109.6% | Added |
| Capital Investment Advisory Services, LLC | 99,538 | $4.10M | 0.37% | −150,896−60.3% | Reduced |
| Fiduciary Alliance LLC | 98,554 | $4.06M | 0.40% | +936+1.0% | Added |
| Peregrine Asset Advisers, Inc. | 98,153 | $4.04M | 1.51% | +42,377+76.0% | Added |
| Wellington Shields Capital Management, LLC | 97,992 | $4.03M | 0.73% | +16,955+20.9% | Added |
| Brinker Capital Investments, LLC | 97,860 | $4.03M | 0.04% | −2,083−2.1% | Reduced |