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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 97,860 | $4.03M | 0.04% | −2,083−2.1% | Reduced |
| Keybank National Association | 96,474 | $3.97M | 0.02% | +2,480+2.6% | Added |
| Commerce Bank | 93,306 | $3.84M | 0.02% | −3,737−3.9% | Reduced |
| Verdence Capital Advisors LLC | 92,334 | $3.80M | 0.29% | +5,187+6.0% | Added |
| Axxcess Wealth Management, LLC | 92,066 | $3.79M | 0.10% | +11,001+13.6% | Added |
| XML Financial, LLC | 91,748 | $3.78M | 0.35% | −5,729−5.9% | Reduced |
| Wealth Group, Ltd. | 91,613 | $3.77M | 2.44% | +3,007+3.4% | Added |
| Iowa State Bank | 91,416 | $3.76M | 0.80% | +1,617+1.8% | Added |
| Kentucky Retirement Systems | 91,143 | $3.75M | 0.11% | −881−1.0% | Reduced |
| Qsemble Capital Management, LP | 90,416 | $3.72M | 0.40% | +90,416 | New |
| United Bank | 90,148 | $3.71M | 1.53% | +14,366+19.0% | Added |
| Clearstead Advisors, LLC | 90,091 | $3.71M | 0.06% | −808−0.9% | Reduced |
| Inspire Trust Co, N.A. | 90,000 | $3.70M | 0.88% | +8,000+9.8% | Added |
| Steel Peak Wealth Management LLC | 89,898 | $3.70M | 0.16% | +11,564+14.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 89,660 | $3.69M | 0.74% | +7,837+9.6% | Added |
| Signature Wealth Management Group | 89,518 | $3.68M | 1.44% | +1,362+1.5% | Added |
| Semmax Financial Advisors Inc. | 93,562 | $3.65M | 0.99% | +6,890+7.9% | Added |
| Pacer Advisors, Inc. | 88,389 | $3.64M | 0.01% | −41,399−31.9% | Reduced |
| Kestra Private Wealth Services, LLC | 85,877 | $3.53M | 0.06% | +4,553+5.6% | Added |
| Am Investment Strategies LLC | 85,566 | $3.52M | 0.85% | +46+0.1% | Added |
| New Age Alpha Advisors, LLC | 85,359 | $3.51M | 0.16% | −11,813−12.2% | Reduced |
| Ieq Capital, LLC | 85,098 | $3.50M | 0.03% | −30,972−26.7% | Reduced |
| StoneX Group Inc. | 84,403 | $3.47M | 0.19% | +3,054+3.8% | Added |
| Van Eck Associates Corp | 84,089 | $3.46M | 0.00% | +10,194+13.8% | Added |
| Community Bank, N.A. | 84,009 | $3.46M | 0.46% | +1,284+1.6% | Added |
| Equitable Trust Co | 83,973 | $3.46M | 0.19% | −7,498−8.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 83,899 | $3.45M | 0.01% | −14,997−15.2% | Reduced |
| HAP Trading, LLC | 83,515 | $3.44M | 1.22% | +14,688+21.3% | Added |
| Private Advisor Group, LLC | 82,928 | $3.41M | 0.02% | −1,626−1.9% | Reduced |
| Hengehold Capital Management LLC | 82,615 | $3.40M | 0.32% | +1,777+2.2% | Added |
| Sandhill Capital Partners LLC | 82,377 | $3.39M | 0.28% | +6,709+8.9% | Added |
| Bragg Financial Advisors, Inc | 80,686 | $3.32M | 0.14% | −2,701−3.2% | Reduced |
| Garda Capital Partners LP | 79,983 | $3.29M | 1.85% | +79,983 | New |
| Hartford Investment Management Co | 79,969 | $3.29M | 0.11% | −1,975−2.4% | Reduced |
| Gulf International Bank (UK) Ltd | 79,379 | $3.27M | 0.11% | −24,880−23.9% | Reduced |
| SCS Capital Management LLC | 79,088 | $3.25M | 0.04% | +79,088 | New |
| Warren Averett Asset Management, LLC | 78,613 | $3.23M | 0.04% | +419+0.5% | Added |
| TD Private Client Wealth LLC | 78,564 | $3.23M | 0.09% | +2,579+3.4% | Added |
| Commonwealth Retirement Investments LLC | 78,034 | $3.21M | 1.31% | +48+0.1% | Added |
| Thomasville National Bank | 77,470 | $3.19M | 0.23% | +944+1.2% | Added |
| Wesbanco Bank Inc | 75,171 | $3.09M | 0.11% | −16,694−18.2% | Reduced |
| Glass Wealth Management Co LLC | 74,308 | $3.06M | 1.83% | +6,330+9.3% | Added |
| HRT Financial LP | 74,274 | $3.06M | 0.02% | +74,274 | New |
| EJF Capital LLC | 74,250 | $3.06M | 1.94% | +74,250 | New |
| Anchor Investment Management, LLC | 73,387 | $3.02M | 0.28% | −2,636−3.5% | Reduced |
| Sandy Spring Bank | 73,187 | $3.01M | 0.13% | −9,942−12.0% | Reduced |
| Advisors Asset Management, Inc. | 72,997 | $3.00M | 0.06% | −16,159−18.1% | Reduced |
| Salzhauer Michael | 72,384 | $2.98M | 1.82% | +142+0.2% | Added |
| Groupe la Francaise | 71,697 | $2.97M | 0.06% | +5,334+8.0% | Added |
| Steward Partners Investment Advisory, LLC | 71,803 | $2.95M | 0.03% | −188,809−72.4% | Reduced |
| Venture Visionary Partners LLC | 71,333 | $2.94M | 0.12% | +5,637+8.6% | Added |
| Louisiana State Employees Retirement System | 70,800 | $2.91M | 0.06% | −600−0.8% | Reduced |
| Edmp, Inc. | 70,522 | $2.90M | 2.43% | −640−0.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 70,496 | $2.90M | 0.03% | +2,657+3.9% | Added |
| Drucker Wealth 3.0, LLC | 70,251 | $2.89M | 0.64% | −2,532−3.5% | Reduced |
| Concord Wealth Partners | 70,126 | $2.89M | 0.47% | +40.0% | Added |
| Norinchukin Bank, The | 70,113 | $2.89M | 0.05% | +9,105+14.9% | Added |
| Securian Asset Management, Inc | 69,707 | $2.87M | 0.09% | −1,641−2.3% | Reduced |
| Alaska Permanent Fund Corp | 73,805 | $2.83M | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 68,675 | $2.83M | 0.17% | +17,054+33.0% | Added |
| Colonial Trust Co | 67,848 | $2.79M | 0.43% | −5,565−7.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 67,332 | $2.77M | 0.53% | −13,750−17.0% | Reduced |
| Camden National Bank | 66,900 | $2.75M | 0.41% | +210+0.3% | Added |
| J.W. Cole Advisors, Inc. | 66,794 | $2.75M | 0.09% | +42,589+176.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 66,683 | $2.74M | 0.72% | +27,451+70.0% | Added |
| Csenge Advisory Group | 75,695 | $2.72M | 0.15% | −25,077−24.9% | Reduced |
| Cary Street Partners Financial LLC | 65,911 | $2.71M | 0.09% | −1,425−2.1% | Reduced |
| Principle Wealth Partners LLC | 64,575 | $2.66M | 0.19% | +170.0% | Added |
| Metis Global Partners, LLC | 64,557 | $2.66M | 0.07% | +7,870+13.9% | Added |
| Kavar Capital Partners Group, LLC | 63,521 | $2.61M | 0.44% | −550−0.9% | Reduced |
| Maryland State Retirement & Pension System | 62,404 | $2.57M | 0.06% | −8,878−12.5% | Reduced |
| Massmutual Trust Co FSB | 62,283 | $2.56M | 0.07% | −1,544−2.4% | Reduced |
| Savant Capital, LLC | 62,210 | $2.56M | 0.02% | −11,756−15.9% | Reduced |
| New Mexico Educational Retirement Board | 62,088 | $2.56M | 0.09% | −1,800−2.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 61,899 | $2.54M | 0.00% | −2,498−3.9% | Reduced |
| E. Ohman J:or Asset Management AB | 60,980 | $2.51M | 0.07% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 60,884 | $2.51M | 0.10% | −299−0.5% | Reduced |
| Motley Fool Asset Management LLC | 60,719 | $2.50M | 0.14% | −261−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 60,285 | $2.48M | 0.04% | −1,315−2.1% | Reduced |
| Moors & Cabot, Inc. | 60,231 | $2.48M | 0.13% | −6,402−9.6% | Reduced |
| Holderness Investments Co | 59,749 | $2.46M | 0.57% | −91−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 59,542 | $2.45M | 0.05% | −72,338−54.9% | Reduced |
| Peloton Wealth Strategists | 59,400 | $2.44M | 1.02% | −4,900−7.6% | Reduced |
| Aigen Investment Management, LP | 59,175 | $2.44M | 0.39% | +59,175 | New |
| Lee Danner & Bass Inc | 59,147 | $2.43M | 0.20% | −20.0% | Reduced |
| ING Groep NV | 58,834 | $2.42M | 0.02% | −973−1.6% | Reduced |
| Nkcfo LLC | 58,600 | $2.41M | 1.12% | 00.0% | Unchanged |
| IFG Advisory, LLC | 58,363 | $2.40M | 0.13% | −100−0.2% | Reduced |
| First Bank & Trust | 58,218 | $2.40M | 0.46% | −759−1.3% | Reduced |
| CWA Asset Management Group, LLC | 58,203 | $2.40M | 0.11% | +9,203+18.8% | Added |
| Simmons Bank | 58,152 | $2.39M | 0.18% | +1,818+3.2% | Added |
| Gator Capital Management, LLC | 58,000 | $2.39M | 0.91% | 00.0% | Unchanged |
| GWN Securities Inc. | 57,406 | $2.37M | 0.13% | +53,092+1,230.7% | Added |
| Stratos Wealth Partners, LTD. | 57,286 | $2.36M | 0.04% | −3,212−5.3% | Reduced |
| Integrated Advisors Network LLC | 57,264 | $2.36M | 0.12% | +50,948+806.6% | Added |
| CWM, LLC | 56,717 | $2.33M | 0.01% | +5,933+11.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 56,502 | $2.33M | 0.16% | +45,676+421.9% | Added |
| Arvest Bank Trust Division | 56,327 | $2.32M | 0.15% | +10,333+22.5% | Added |
| Maxi Investments CY Ltd | 56,000 | $2.30M | 0.46% | +29,900+114.6% | Added |
| Stock Yards Bank & Trust Co | 55,895 | $2.30M | 0.08% | −6,397−10.3% | Reduced |