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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 38,333 | $1.58M | 0.01% | +3,236+9.2% | Added |
| Umb Bank N A | 38,208 | $1.57M | 0.03% | −133,064−77.7% | Reduced |
| Resources Investment Advisors, LLC. | 38,039 | $1.57M | 0.02% | +4,133+12.2% | Added |
| Berkeley Capital Partners, LLC | 38,009 | $1.56M | 0.43% | +1,824+5.0% | Added |
| NBC Securities, Inc. | 37,916 | $1.56M | 0.13% | +37,883+114,797.0% | Added |
| Generali Asset Management SPA SGR | 37,774 | $1.55M | 0.04% | +31,879+540.8% | Added |
| Citizens & Northern Corp | 37,743 | $1.55M | 0.44% | +1,168+3.2% | Added |
| Marietta Investment Partners LLC | 37,738 | $1.55M | 0.37% | −340−0.9% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $1.55M | 0.05% | −275,700−95.7% | Reduced |
| Independence Bank of Kentucky | 37,611 | $1.55M | 0.24% | −1,557−4.0% | Reduced |
| Investment Management Corp of Ontario | 37,532 | $1.54M | 0.03% | −41,138−52.3% | Reduced |
| Jacobi Capital Management LLC | 37,356 | $1.54M | 0.11% | +1,041+2.9% | Added |
| Wealth Alliance | 37,167 | $1.53M | 0.19% | +454+1.2% | Added |
| JT Stratford LLC | 37,157 | $1.53M | 0.27% | −29,173−44.0% | Reduced |
| Legacy Financial Advisors, Inc. | 36,769 | $1.51M | 0.25% | −2,970−7.5% | Reduced |
| Arcus Capital Partners, LLC | 36,722 | $1.51M | 0.61% | +1,196+3.4% | Added |
| Ostrum Asset Management | 36,636 | $1.51M | 0.08% | −9,402−20.4% | Reduced |
| St. Johns Investment Management Company, LLC | 36,602 | $1.51M | 0.74% | −120.0% | Reduced |
| Hodges Capital Management Inc. | 36,321 | $1.50M | 0.15% | +8,954+32.7% | Added |
| Allworth Financial LP | 38,981 | $1.48M | 0.01% | −2,945−7.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,683 | $1.47M | 0.07% | +3,508+10.9% | Added |
| Physicians Financial Services, Inc. | 35,543 | $1.46M | 0.48% | −1,242−3.4% | Reduced |
| Financial Partners Group, LLC | 35,386 | $1.46M | 0.63% | +21+0.1% | Added |
| Princeton Capital Management LLC | 35,247 | $1.45M | 0.51% | +35,247 | New |
| AMG National Trust Bank | 35,195 | $1.45M | 0.04% | −119,445−77.2% | Reduced |
| Mindset Wealth Management, LLC | 34,823 | $1.43M | 0.56% | −287−0.8% | Reduced |
| Argentarii, LLC | 34,754 | $1.43M | 0.71% | +1,862+5.7% | Added |
| Payden & Rygel | 34,400 | $1.42M | 0.12% | −347,300−91.0% | Reduced |
| Raleigh Capital Management Inc. | 34,116 | $1.40M | 0.64% | −946−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 33,980 | $1.40M | 0.02% | −1,109−3.2% | Reduced |
| Wolverine Trading, LLC | 34,364 | $1.39M | 0.04% | −33,425−49.3% | Reduced |
| Tounjian Advisory Partners, LLC | 33,744 | $1.39M | 0.26% | +33,744 | New |
| Stonebridge Capital Advisors LLC | 33,642 | $1.38M | 0.11% | −3,356−9.1% | Reduced |
| Eagle Bluffs Wealth Management LLC | 33,627 | $1.38M | 0.73% | +185+0.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 33,237 | $1.37M | 0.56% | +11,422+52.4% | Added |
| BankPlus Trust Department | 32,888 | $1.35M | 0.45% | +5,423+19.7% | Added |
| New England Research & Management, Inc. | 32,784 | $1.35M | 0.69% | −344−1.0% | Reduced |
| Belpointe Asset Management LLC | 32,536 | $1.34M | 0.07% | +20,012+159.8% | Added |
| Hennessy Advisors Inc | 32,500 | $1.34M | 0.04% | +5,500+20.4% | Added |
| Blair William & Co | 32,338 | $1.33M | 0.00% | −1,439−4.3% | Reduced |
| D.A. Davidson & Co. | 31,900 | $1.31M | 0.01% | +700+2.2% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 31,600 | $1.30M | 0.61% | +31,600 | New |
| Applied Capital LLC | 31,513 | $1.30M | 1.04% | −44−0.1% | Reduced |
| Quadrant Capital Group LLC | 31,429 | $1.29M | 0.05% | +21,936+231.1% | Added |
| Aptus Capital Advisors, LLC | 31,279 | $1.29M | 0.01% | +19+0.1% | Added |
| Voya Financial Advisors, Inc. | 31,698 | $1.28M | 0.14% | +1,954+6.6% | Added |
| PBMares Wealth Management LLC | 30,912 | $1.27M | 0.25% | +1,642+5.6% | Added |
| Taylor Financial Group, Inc. | 30,708 | $1.26M | 0.88% | +200+0.7% | Added |
| Wealthspire Advisors, LLC | 30,633 | $1.26M | 0.01% | −2,970−8.8% | Reduced |
| AssuredPartners Investment Advisors, LLC | 30,626 | $1.26M | 0.24% | +2,827+10.2% | Added |
| GTS Securities LLC | 30,583 | $1.26M | 0.05% | +989+3.3% | Added |
| Canandaigua National Bank & Trust Co | 30,576 | $1.26M | 0.13% | −79−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 30,475 | $1.25M | 0.10% | +1,027+3.5% | Added |
| Sierra Summit Advisors LLC | 30,159 | $1.24M | 0.27% | +1,755+6.2% | Added |
| United Services Automobile Association | 30,600 | $1.24M | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 29,922 | $1.23M | 0.01% | −23,528−44.0% | Reduced |
| Quadcap Wealth Management, LLC | 29,761 | $1.22M | 0.18% | +1,896+6.8% | Added |
| Brooks, Moore & Associates, Inc. | 29,726 | $1.22M | 0.69% | 00.0% | Unchanged |
| Trust Co of Vermont | 29,668 | $1.22M | 0.06% | −2,413−7.5% | Reduced |
| Congress Asset Management Co | 29,303 | $1.21M | 0.01% | −2,663−8.3% | Reduced |
| V-Square Quantitative Management LLC | 29,207 | $1.20M | 0.18% | +1,697+6.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 29,205 | $1.20M | 0.20% | −780−2.6% | Reduced |
| MCF Advisors LLC | 29,167 | $1.20M | 0.09% | −284−1.0% | Reduced |
| Empower Advisory Group, LLC | 29,143 | $1.20M | 0.00% | +22,201+319.8% | Added |
| Ballentine Partners, LLC | 29,028 | $1.19M | 0.02% | +2,224+8.3% | Added |
| Integrated Wealth Concepts LLC | 28,965 | $1.19M | 0.01% | +999+3.6% | Added |
| Bahl & Gaynor Inc | 28,933 | $1.19M | 0.01% | −363−1.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 28,899 | $1.19M | 0.10% | +773+2.7% | Added |
| BCS Wealth Management | 28,901 | $1.19M | 0.31% | +125+0.4% | Added |
| Caisse des Depots Et Consignations | 28,842 | $1.19M | 0.06% | −23,463−44.9% | Reduced |
| Ossiam | 28,757 | $1.18M | 0.02% | −96,205−77.0% | Reduced |
| Gotham Asset Management, LLC | 28,661 | $1.18M | 0.01% | +890+3.2% | Added |
| We Are One Seven, LLC | 28,603 | $1.18M | 0.05% | −11,893−29.4% | Reduced |
| IMC-Chicago, LLC | 28,534 | $1.17M | 0.05% | −33,403−53.9% | Reduced |
| Caxton Associates LLP | 28,468 | $1.17M | 0.04% | +28,468 | New |
| Infrastructure Capital Advisors, LLC | 28,227 | $1.16M | 0.15% | +1,818+6.9% | Added |
| Teza Capital Management LLC | 28,215 | $1.16M | 0.53% | −28,268−50.0% | Reduced |
| Patten Group, Inc. | 28,190 | $1.16M | 0.27% | −2,612−8.5% | Reduced |
| GAMMA Investing LLC | 28,101 | $1.16M | 0.09% | +2,061+7.9% | Added |
| River Wealth Advisors LLC | 28,040 | $1.15M | 0.16% | −3,516−11.1% | Reduced |
| Ally Financial Inc. | 28,000 | $1.15M | 0.13% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 27,364 | $1.13M | 0.21% | −120.0% | Reduced |
| William B. Walkup & Associates, Inc. | 27,224 | $1.12M | 0.68% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 27,128 | $1.12M | 0.07% | +2,484+10.1% | Added |
| Founders Financial Alliance, LLC | 27,051 | $1.11M | 0.27% | −100−0.4% | Reduced |
| New Century Financial Group, LLC | 27,005 | $1.11M | 1.29% | −91−0.3% | Reduced |
| United Bank | 27,000 | $1.11M | 0.14% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 26,914 | $1.11M | 0.07% | −1,471−5.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 26,827 | $1.10M | 0.14% | +382+1.4% | Added |
| Tiaa Trust, National Association | 26,732 | $1.10M | 0.00% | +2,910+12.2% | Added |
| Trust Co of the South | 26,728 | $1.10M | 0.23% | −19−0.1% | Reduced |
| ISAM Funds (UK) Ltd | 26,689 | $1.10M | 0.54% | +26,689 | New |
| Impax Asset Management Group plc | 26,596 | $1.09M | 0.01% | +915+3.6% | Added |
| WealthShield Partners, LLC | 26,324 | $1.08M | 0.14% | +715+2.8% | Added |
| Paradigm Capital Management, LLC | 26,220 | $1.08M | 1.10% | −4,025−13.3% | Reduced |
| Buckingham Strategic Partners | 26,202 | $1.08M | 0.02% | +7,138+37.4% | Added |
| Davis Investment Partners, LLC | 29,617 | $1.07M | 0.47% | −1,463−4.7% | Reduced |
| MUFG Securities Americas Inc. | 25,982 | $1.07M | 0.12% | +3,989+18.1% | Added |
| RBF Capital, LLC | 25,900 | $1.07M | 0.07% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 25,881 | $1.07M | 0.07% | −200−0.8% | Reduced |