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 |
|---|---|---|---|---|---|
| Hardin Capital Partners, LLC | 55,617 | $2.29M | 1.40% | −498−0.9% | Reduced |
| Rather & Kittrell, Inc. | 55,446 | $2.28M | 0.49% | +200.0% | Added |
| Laurel Wealth Advisors LLC | 55,338 | $2.28M | 0.36% | −500−0.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 55,008 | $2.26M | 0.33% | +55,008 | New |
| Principal Securities, Inc. | 51,993 | $2.26M | 0.05% | +94+0.2% | Added |
| David Wealth Management LLC | 54,270 | $2.23M | 1.87% | 00.0% | Unchanged |
| Hancock Whitney Corp | 53,594 | $2.21M | 0.07% | −257−0.5% | Reduced |
| Bailard, Inc. | 53,325 | $2.19M | 0.06% | +176+0.3% | Added |
| Farmers National Bank | 53,283 | $2.19M | 0.62% | −361−0.7% | Reduced |
| Capital Investment Counsel, Inc | 53,225 | $2.19M | 0.33% | −7,915−12.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 61,845 | $2.19M | 0.18% | −128−0.2% | Reduced |
| Apollon Wealth Management, LLC | 53,112 | $2.19M | 0.05% | −1,390−2.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 53,047 | $2.18M | 0.08% | −367−0.7% | Reduced |
| BlueChip Wealth Advisors LLC | 53,035 | $2.18M | 1.07% | −3,259−5.8% | Reduced |
| Asio Capital, LLC | 52,983 | $2.18M | 0.42% | −49,169−48.1% | Reduced |
| Heritage Trust Co | 52,942 | $2.18M | 0.26% | −183−0.3% | Reduced |
| Poehling Capital Management, LLC | 52,658 | $2.17M | 0.55% | +1,457+2.8% | Added |
| Novare Capital Management LLC | 52,593 | $2.16M | 0.19% | −18,217−25.7% | Reduced |
| Huntington National Bank | 52,211 | $2.15M | 0.02% | −1,541−2.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 52,039 | $2.14M | 0.26% | −181−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 51,567 | $2.12M | 0.29% | −16,570−24.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 51,538 | $2.12M | 0.06% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 51,203 | $2.11M | 0.03% | +12,202+31.3% | Added |
| Park Avenue Securities LLC | 51,161 | $2.10M | 0.03% | +5,800+12.8% | Added |
| IVC Wealth Advisors LLC | 51,098 | $2.10M | 1.13% | −175−0.3% | Reduced |
| Triangle Securities Wealth Management | 50,801 | $2.09M | 0.54% | −5,731−10.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 49,276 | $2.03M | 0.03% | −646−1.3% | Reduced |
| Catherine Avery Investment Management LLC | 49,230 | $2.03M | 1.81% | +4,139+9.2% | Added |
| King Luther Capital Management Corp | 49,156 | $2.02M | 0.01% | −210.0% | Reduced |
| Culbertson A N & Co Inc | 48,963 | $2.01M | 0.32% | −740−1.5% | Reduced |
| Wellington Management Group LLP | 48,955 | $2.01M | 0.00% | −67,892−58.1% | Reduced |
| Centiva Capital, LP | 48,923 | $2.01M | 0.12% | +40,906+510.2% | Added |
| Walleye Capital LLC | 48,584 | $2.00M | 0.02% | −888−1.8% | Reduced |
| SeaCrest Wealth Management, LLC | 48,231 | $1.98M | 0.22% | +1,057+2.2% | Added |
| Signaturefd, LLC | 48,200 | $1.98M | 0.04% | −817−1.7% | Reduced |
| First American Bank | 48,197 | $1.98M | 0.15% | +1,523+3.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 50,167 | $1.98M | 0.11% | +50,167 | New |
| Everence Capital Management Inc | 47,920 | $1.97M | 0.13% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 47,733 | $1.96M | 0.56% | +10,302+27.5% | Added |
| Omers Administration Corp | 47,639 | $1.96M | 0.02% | −8,005−14.4% | Reduced |
| KMG Fiduciary Partners, LLC | 47,639 | $1.96M | 0.16% | +8,254+21.0% | Added |
| Prospera Financial Services Inc | 47,629 | $1.96M | 0.05% | +2,470+5.5% | Added |
| Carnegie Capital Asset Management, LLC | 55,401 | $1.95M | 0.05% | +3,198+6.1% | Added |
| Southern Capital Advisors, LLC | 47,191 | $1.94M | 1.08% | +47,191 | New |
| Disciplined Equity Management, Inc. | 47,010 | $1.93M | 1.35% | −1,610−3.3% | Reduced |
| Argyle Capital Management Inc. | 46,966 | $1.93M | 0.72% | +700+1.5% | Added |
| Pathway Financial Advisers, LLC | 46,960 | $1.93M | 0.66% | −1,301−2.7% | Reduced |
| Capital International Sarl | 46,828 | $1.93M | 0.04% | +37,016+377.3% | Added |
| Prudential PLC | 46,752 | $1.92M | 0.01% | −11,324−19.5% | Reduced |
| Commerzbank Aktiengesellschaft | 46,626 | $1.92M | 0.04% | +19,820+73.9% | Added |
| Trust Co of Toledo NA | 46,156 | $1.90M | 0.25% | +1,246+2.8% | Added |
| Hills Bank & Trust Co | 46,109 | $1.90M | 0.13% | +1,094+2.4% | Added |
| Empirical Finance, LLC | 45,964 | $1.89M | 0.11% | +860+1.9% | Added |
| Marco Investment Management LLC | 45,906 | $1.89M | 0.18% | −350−0.8% | Reduced |
| Congress Wealth Management LLC | 45,779 | $1.89M | 0.02% | +3,748+8.9% | Added |
| Capital Investment Advisors, LLC | 45,581 | $1.88M | 0.04% | +6,168+15.6% | Added |
| ZWJ Investment Counsel Inc | 45,463 | $1.87M | 0.08% | −990−2.1% | Reduced |
| Abundance Wealth Counselors | 45,163 | $1.86M | 0.39% | +3,776+9.1% | Added |
| Tower Research Capital LLC (TRC) | 45,036 | $1.85M | 0.06% | −41,515−48.0% | Reduced |
| Intech Investment Management LLC | 44,906 | $1.85M | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 44,552 | $1.83M | 0.02% | +2,999+7.2% | Added |
| GHP Investment Advisors, Inc. | 44,433 | $1.83M | 0.09% | +700+1.6% | Added |
| Fearless Solutions, LLC dba Best Invest | 44,050 | $1.81M | 1.41% | +180.0% | Added |
| Marotta Asset Management | 42,197 | $1.80M | 0.35% | −100−0.2% | Reduced |
| Ahl Investment Management, Inc. | 43,744 | $1.80M | 1.24% | −150−0.3% | Reduced |
| Investors Research Corp | 43,378 | $1.79M | 0.39% | +207+0.5% | Added |
| Ronald Blue Trust, Inc. | 43,020 | $1.77M | 0.02% | +4,737+12.4% | Added |
| AIA Group Ltd | 42,805 | $1.76M | 0.04% | +10,176+31.2% | Added |
| Glenmede Trust Co NA | 42,680 | $1.76M | 0.01% | +3,095+7.8% | Added |
| Vident Advisory, LLC | 42,438 | $1.75M | 0.03% | −13,605−24.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 41,854 | $1.72M | 0.03% | −296−0.7% | Reduced |
| CAPROCK Group, Inc. | 41,846 | $1.72M | 0.05% | +3,449+9.0% | Added |
| Argent Advisors, Inc. | 41,585 | $1.71M | 0.57% | +397+1.0% | Added |
| Nomura Holdings Inc | 41,544 | $1.71M | 0.01% | −15,301−26.9% | Reduced |
| Foundations Investment Advisors, LLC | 41,261 | $1.70M | 0.03% | −120−0.3% | Reduced |
| Arvest Investments, Inc. | 41,223 | $1.70M | 0.27% | +6,484+18.7% | Added |
| Tradewinds, LLC. | 41,053 | $1.69M | 0.48% | −471−1.1% | Reduced |
| J. Safra Sarasin Holding AG | 40,745 | $1.68M | 0.03% | +3,964+10.8% | Added |
| one8zero8, LLC | 40,403 | $1.66M | 0.39% | −750−1.8% | Reduced |
| Heritage Wealth Advisors | 40,180 | $1.65M | 0.08% | −79−0.2% | Reduced |
| HF Advisory Group, LLC | 40,096 | $1.65M | 0.72% | +4,979+14.2% | Added |
| Level Four Advisory Services, LLC | 40,040 | $1.65M | 0.07% | −1,074−2.6% | Reduced |
| Cornercap Investment Counsel Inc | 39,758 | $1.64M | 0.86% | −436−1.1% | Reduced |
| Mutual Advisors, LLC | 43,319 | $1.63M | 0.05% | +6,836+18.7% | Added |
| Bridgefront Capital, LLC | 39,653 | $1.63M | 0.47% | −6,563−14.2% | Reduced |
| Twin City Private Wealth, LLC | 39,515 | $1.63M | 1.43% | +3,039+8.3% | Added |
| Kentucky Trust Co | 39,445 | $1.62M | 0.96% | −700−1.7% | Reduced |
| Octavia Wealth Advisors, LLC | 39,360 | $1.62M | 0.20% | −4,549−10.4% | Reduced |
| Ballast, Inc. | 39,348 | $1.62M | 0.46% | +290+0.7% | Added |
| Aquatic Capital Management LLC | 39,119 | $1.61M | 0.04% | −15,715−28.7% | Reduced |
| Icon Advisers Inc | 39,100 | $1.61M | 0.38% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 38,963 | $1.60M | 0.29% | −49,336−55.9% | Reduced |
| Norris Financial Group, LLC | 38,913 | $1.60M | 0.75% | +949+2.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 38,820 | $1.60M | 0.11% | +38,820 | New |
| Crews Bank & Trust | 38,814 | $1.60M | 0.27% | +158+0.4% | Added |
| Neville Rodie & Shaw Inc | 38,683 | $1.59M | 0.12% | +1,215+3.2% | Added |
| Diamant Asset Management, Inc. | 38,621 | $1.59M | 1.21% | −1,200−3.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 38,478 | $1.58M | 0.06% | +1,634+4.4% | Added |
| Bleakley Financial Group, LLC | 38,358 | $1.58M | 0.05% | +624+1.7% | Added |
| Kinneret Advisory, LLC | 38,357 | $1.58M | 0.16% | −129−0.3% | Reduced |