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 |
|---|---|---|---|---|---|
| Ted Buchan & Co | 25,821 | $1.06M | 0.50% | −108−0.4% | Reduced |
| West Paces Advisors Inc. | 25,811 | $1.06M | 0.24% | +24,752+2,337.3% | Added |
| Bank & Trust Co | 25,655 | $1.06M | 0.86% | +3,356+15.1% | Added |
| KG&L Capital Management,LLC | 25,579 | $1.05M | 0.34% | +2,950+13.0% | Added |
| Old North State Trust, LLC | 24,235 | $1.05M | 0.67% | 00.0% | Unchanged |
| Toroso Investments, LLC | 25,312 | $1.04M | 0.01% | −5,263−17.2% | Reduced |
| Great Lakes Retirement, Inc. | 25,279 | $1.04M | 0.14% | +986+4.1% | Added |
| Fortis Capital Advisors, LLC | 25,163 | $1.04M | 0.21% | +19,781+367.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 25,109 | $1.03M | 0.02% | +100.0% | Added |
| International Assets Investment Management, LLC | 25,043 | $1.03M | 0.09% | −2,278−8.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 24,977 | $1.03M | 0.05% | +2,873+13.0% | Added |
| Horizon Investments, LLC | 25,251 | $1.03M | 0.03% | +645+2.6% | Added |
| Madden Securities Corp | 24,900 | $1.02M | 0.40% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 24,750 | $1.02M | 0.02% | +4,196+20.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 24,748 | $1.02M | 0.36% | −665−2.6% | Reduced |
| XTX Topco Ltd | 24,725 | $1.02M | 0.05% | −2,545−9.3% | Reduced |
| Rokos Capital Management LLP | 24,702 | $1.02M | 0.03% | +24,702 | New |
| Bridges Investment Management Inc | 24,681 | $1.02M | 0.01% | 00.0% | Unchanged |
| Bank Ozk | 24,673 | $1.02M | 0.42% | −219−0.9% | Reduced |
| Community Trust & Investment Co | 24,640 | $1.01M | 0.06% | +9,919+67.4% | Added |
| Welch & Forbes LLC | 24,612 | $1.01M | 0.01% | −2,233−8.3% | Reduced |
| Oak Thistle LLC | 24,474 | $1.01M | 0.20% | +24,474 | New |
| Snowden Capital Advisors LLC | 24,278 | $999.1K | 0.03% | −150−0.6% | Reduced |
| Vestcor Inc | 24,244 | $998.0K | 0.03% | −1,723−6.6% | Reduced |
| Centaurus Financial, Inc. | 24,111 | $992.0K | 0.06% | +10,050+71.5% | Added |
| Fourthstone LLC | 24,000 | $987.6K | 0.24% | +12,000+100.0% | Added |
| Cornerstone Select Advisors, LLC | 23,920 | $984.3K | 0.93% | +23,920 | New |
| Patton Albertson Miller Group, LLC | 23,889 | $983.0K | 0.15% | −6,215−20.6% | Reduced |
| VestGen Advisors, LLC | 23,862 | $981.9K | 0.04% | +23,862 | New |
| Dover Advisors, LLC | 23,760 | $977.7K | 0.43% | +8,307+53.8% | Added |
| Greenwood Capital Associates LLC | 23,742 | $977.0K | 0.13% | −796−3.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 23,731 | $976.5K | 0.06% | −2,198−8.5% | Reduced |
| Pensionmark Financial Group, LLC | 23,586 | $970.5K | 0.03% | −1,105−4.5% | Reduced |
| HighPoint Advisor Group LLC | 25,017 | $969.7K | 0.06% | −2,656−9.6% | Reduced |
| Certified Advisory Corp | 23,519 | $967.8K | 0.11% | −227−1.0% | Reduced |
| Banque Cantonale Vaudoise | 23,435 | $965.0K | 0.04% | +23,435 | New |
| Nicolet Bankshares Inc | 23,397 | $962.8K | 0.19% | −4,815−17.1% | Reduced |
| Provident Investment Management, Inc. | 23,320 | $959.6K | 0.09% | +365+1.6% | Added |
| Huntleigh Advisors, Inc. | 23,183 | $954.0K | 0.16% | +468+2.1% | Added |
| Brighton Jones LLC | 23,068 | $949.2K | 0.03% | −513−2.2% | Reduced |
| EPG Wealth Management LLC | 22,972 | $945.3K | 0.26% | +897+4.1% | Added |
| Meridian Wealth Management, LLC | 22,942 | $944.1K | 0.05% | +1,104+5.1% | Added |
| Financial Security Advisor, Inc. | 22,880 | $941.5K | 0.24% | −240−1.0% | Reduced |
| Widmann Financial Services, Inc. | 22,867 | $941.0K | 0.73% | −84−0.4% | Reduced |
| Moody National Bank Trust Division | 22,792 | $937.9K | 0.10% | +83+0.4% | Added |
| Fiduciary Family Office, LLC | 22,790 | $937.8K | 0.31% | +22,790 | New |
| Summit Trail Advisors, LLC | 22,742 | $935.8K | 0.03% | +4,714+26.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,393 | $921.0K | 0.88% | −540−2.4% | Reduced |
| Fort Sheridan Advisors LLC | 22,354 | $919.9K | 0.14% | −3,706−14.2% | Reduced |
| RFG Advisory, LLC | 22,354 | $919.8K | 0.02% | −600−2.6% | Reduced |
| Monument Capital Management | 22,280 | $916.8K | 0.28% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 24,473 | $916.7K | 0.06% | +8,204+50.4% | Added |
| Marino, Stram & Associates LLC | 22,124 | $910.4K | 0.20% | +15+0.1% | Added |
| BHK Investment Advisors, LLC | 22,087 | $908.9K | 0.38% | −7,280−24.8% | Reduced |
| Ingalls & Snyder LLC | 22,058 | $908.0K | 0.03% | −2,000−8.3% | Reduced |
| Ascent Group, LLC | 22,012 | $905.8K | 0.04% | +1,434+7.0% | Added |
| Coldstream Capital Management Inc | 21,888 | $900.7K | 0.02% | +533+2.5% | Added |
| Glenview Trust Co | 21,782 | $896.3K | 0.02% | +346+1.6% | Added |
| Siemens Fonds Invest GmbH | 21,759 | $895.4K | 0.06% | +499+2.3% | Added |
| Salomon & Ludwin, LLC | 21,739 | $894.6K | 0.10% | −291−1.3% | Reduced |
| Driehaus Capital Management LLC | 21,719 | $893.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 21,536 | $886.2K | 0.06% | 00.0% | Unchanged |
| Dodge & Cox | 21,512 | $885.2K | 0.00% | −34,834−61.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 21,479 | $883.9K | 0.02% | +8,362+63.7% | Added |
| Capital Fund Management S.A. | 21,462 | $883.2K | 0.01% | −142,501−86.9% | Reduced |
| AXA S.A. | 21,271 | $875.3K | 0.00% | −918−4.1% | Reduced |
| Tower Trust & Investment Co | 22,775 | $873.1K | 0.70% | +22,775 | New |
| Canandaigua National Trust Co of Florida | 21,210 | $872.8K | 0.77% | +1,259+6.3% | Added |
| Smartleaf Asset Management LLC | 21,475 | $868.9K | 0.08% | +1,532+7.7% | Added |
| Scotia Capital Inc. | 21,111 | $868.7K | 0.00% | +13,158+165.4% | Added |
| Burke & Herbert Bank & Trust Co | 21,003 | $864.3K | 0.21% | −2,870−12.0% | Reduced |
| NewSquare Capital LLC | 20,997 | $864.0K | 0.07% | +465+2.3% | Added |
| Profund Advisors LLC | 20,963 | $862.6K | 0.04% | −5,419−20.5% | Reduced |
| Morse Asset Management, Inc | 20,950 | $862.1K | 0.22% | +20,950 | New |
| Compass Ion Advisors, LLC | 20,940 | $861.7K | 0.10% | −68−0.3% | Reduced |
| Intrua Financial, LLC | 20,939 | $861.6K | 0.13% | +3,135+17.6% | Added |
| Park Circle Co | 20,930 | $861.3K | 0.77% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 20,830 | $857.2K | 0.16% | +116+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 20,788 | $855.4K | 0.03% | +28+0.1% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 20,700 | $851.8K | 0.03% | +20,700 | New |
| Applied Finance Capital Management, LLC | 20,638 | $849.3K | 0.06% | −550−2.6% | Reduced |
| Sigma Planning Corp | 20,629 | $848.9K | 0.03% | +50.0% | Added |
| Gsa Capital Partners LLP | 20,612 | $848.0K | 0.08% | +1,993+10.7% | Added |
| Cornerstone Advisors, LLC | 20,600 | $847.7K | 0.04% | 00.0% | Unchanged |
| BIP Wealth, LLC | 20,460 | $841.9K | 0.05% | −65−0.3% | Reduced |
| Adapt Wealth Advisors, LLC | 20,456 | $841.8K | 0.41% | +9,021+78.9% | Added |
| Capital Asset Advisory Services LLC | 20,206 | $839.8K | 0.04% | −520−2.5% | Reduced |
| Farther Finance Advisors, LLC | 20,464 | $839.4K | 0.02% | +6,088+42.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,375 | $838.4K | 0.03% | +14,086+224.0% | Added |
| Carson Advisory Inc. | 20,295 | $835.1K | 0.56% | +10.0% | Added |
| National Asset Management, Inc. | 20,170 | $830.0K | 0.03% | +5,324+35.9% | Added |
| Leavell Investment Management, Inc. | 20,169 | $830.0K | 0.04% | −481−2.3% | Reduced |
| Brown Brothers Harriman & Co | 20,119 | $827.9K | 0.01% | +506+2.6% | Added |
| Staley Capital Advisers Inc | 20,000 | $823.0K | 0.04% | −1,500−7.0% | Reduced |
| Trust Investment Advisors | 19,941 | $820.6K | 0.53% | +560+2.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 18,890 | $819.4K | 0.27% | −92−0.5% | Reduced |
| Keystone Financial Group, Inc. | 21,017 | $819.0K | 0.58% | −116−0.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 19,820 | $815.6K | 0.02% | +840+4.4% | Added |
| Gratus Wealth Advisors, LLC | 19,678 | $809.8K | 0.13% | +149+0.8% | Added |
| McKinley Carter Wealth Services, Inc. | 19,657 | $808.9K | 0.05% | +305+1.6% | Added |