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 |
|---|---|---|---|---|---|
| Trust Co of Virginia | 19,491 | $802.1K | 0.07% | +400+2.1% | Added |
| Plimoth Trust Co LLC | 19,377 | $797.4K | 0.21% | −1,140−5.6% | Reduced |
| South State Corp. | 19,362 | $796.7K | 0.04% | −1,920−9.0% | Reduced |
| TCW Group Inc | 19,344 | $796.0K | 0.01% | +637+3.4% | Added |
| Geneos Wealth Management Inc. | 19,270 | $792.9K | 0.03% | +5,189+36.9% | Added |
| Leisure Capital Management | 19,247 | $792.0K | 0.33% | +2,039+11.8% | Added |
| NewEdge Wealth, LLC | 19,171 | $788.9K | 0.01% | −2,692−12.3% | Reduced |
| Aspire Private Capital, LLC | 19,104 | $786.1K | 0.20% | +1,804+10.4% | Added |
| RFP Financial Group LLC | 19,076 | $785.0K | 0.32% | −43−0.2% | Reduced |
| Tandem Investment Advisors, Inc. | 18,998 | $782.0K | 0.03% | −6,010−24.0% | Reduced |
| Todd Asset Management LLC | 18,986 | $781.3K | 0.02% | +59+0.3% | Added |
| Forum Financial Management, LP | 18,898 | $777.7K | 0.01% | +12+0.1% | Added |
| RMR Wealth Builders | 18,892 | $777.4K | 0.08% | −273−1.4% | Reduced |
| CSS LLC | 18,618 | $766.1K | 0.05% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 18,524 | $762.3K | 0.08% | −30.0% | Reduced |
| WESPAC Advisors, LLC | 18,510 | $761.7K | 0.62% | +18,510 | New |
| Legacy Capital Wealth Partners, LLC | 18,494 | $761.0K | 0.19% | −1,509−7.5% | Reduced |
| Register Financial Advisors LLC | 18,399 | $757.1K | 0.39% | +3,740+25.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 18,303 | $753.2K | 0.20% | +11,305+161.5% | Added |
| Boston Private Wealth LLC | 18,269 | $751.8K | 0.03% | −4,418−19.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,225 | $750.0K | 0.02% | +9,735+114.7% | Added |
| Pitcairn Co | 18,201 | $749.0K | 0.05% | −229−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 18,181 | $748.1K | 0.02% | −97−0.5% | Reduced |
| American Trust | 18,147 | $746.7K | 0.18% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 18,124 | $745.8K | 0.21% | +495+2.8% | Added |
| Cornerstone Advisory, LLC | 19,089 | $743.9K | 0.09% | +59+0.3% | Added |
| Sheets Smith Wealth Management | 18,076 | $743.8K | 0.09% | +11+0.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,984 | $740.0K | 0.02% | +460+2.6% | Added |
| Invst, LLC | 17,960 | $739.0K | 0.10% | −523−2.8% | Reduced |
| Sagespring Wealth Partners, LLC | 17,860 | $735.0K | 0.02% | +4,378+32.5% | Added |
| Johnson Investment Counsel Inc | 17,814 | $733.0K | 0.01% | +4,538+34.2% | Added |
| Vontobel Holding Ltd. | 17,813 | $733.0K | 0.00% | −3,257−15.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 17,740 | $730.0K | 0.05% | +13+0.1% | Added |
| Brady Family Wealth, LLC | 17,668 | $727.0K | 0.23% | +11+0.1% | Added |
| First County Bank | 17,663 | $726.8K | 0.40% | −458−2.5% | Reduced |
| Insigneo Advisory Services, LLC | 17,632 | $725.6K | 0.07% | +796+4.7% | Added |
| Mayfair Advisory Group, LLC | 17,597 | $724.1K | 0.42% | 00.0% | Unchanged |
| Ignite Planners, LLC | 18,763 | $724.1K | 0.14% | +1,264+7.2% | Added |
| Oddo BHF Asset Management SAS | 17,523 | $721.1K | 0.03% | −10,490−37.4% | Reduced |
| Venturi Wealth Management, LLC | 17,509 | $720.5K | 0.04% | +710+4.2% | Added |
| First Horizon Advisors, Inc. | 17,466 | $718.8K | 0.02% | +350+2.0% | Added |
| 3Chopt Investment Partners, LLC | 17,293 | $711.6K | 0.19% | +5,660+48.7% | Added |
| Strategic Advisors LLC | 17,100 | $703.7K | 0.14% | 00.0% | Unchanged |
| Axq Capital, LP | 17,066 | $702.3K | 0.28% | +6,989+69.4% | Added |
| Plato Investment Management Ltd | 16,799 | $698.8K | 0.06% | +4,078+32.1% | Added |
| OmniStar Financial Group, Inc. | 16,803 | $691.5K | 0.55% | +81+0.5% | Added |
| Eqis Capital Management, Inc. | 16,759 | $689.7K | 0.06% | +1,558+10.2% | Added |
| Citizens Financial Group Inc | 16,711 | $687.7K | 0.01% | +2,078+14.2% | Added |
| Gabelli Funds LLC | 16,700 | $687.2K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 16,626 | $684.2K | 0.01% | +2,380+16.7% | Added |
| Resources Management Corp | 16,600 | $683.0K | 0.10% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 16,587 | $682.6K | 0.06% | +309+1.9% | Added |
| Wealth Quarterback LLC | 16,572 | $682.0K | 0.38% | +1,285+8.4% | Added |
| Community Bank & Trust, Waco, Texas | 16,500 | $679.0K | 0.16% | +1,214+7.9% | Added |
| HM Payson & Co | 16,499 | $678.9K | 0.01% | +1,644+11.1% | Added |
| Dudley Capital Management, LLC | 16,328 | $671.9K | 0.36% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 16,316 | $671.4K | 0.19% | −436−2.6% | Reduced |
| Essex Financial Services, Inc. | 16,266 | $669.3K | 0.05% | +109+0.7% | Added |
| Reuter James Wealth Management, LLC | 16,242 | $668.4K | 0.12% | −19−0.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 16,218 | $667.4K | 0.09% | +394+2.5% | Added |
| Signature Estate & Investment Advisors LLC | 15,999 | $658.4K | 0.02% | −593−3.6% | Reduced |
| Canal Capital Management, LLC | 15,994 | $658.1K | 0.11% | −1,008−5.9% | Reduced |
| Broyhill Asset Management | 15,980 | $657.6K | 0.53% | 00.0% | Unchanged |
| FLC Capital Advisors | 15,849 | $652.2K | 0.15% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 15,828 | $651.3K | 0.06% | +1,238+8.5% | Added |
| IHT Wealth Management, LLC | 15,821 | $651.0K | 0.02% | +29+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 15,802 | $650.2K | 0.01% | +127+0.8% | Added |
| Fiduciary Trust Co | 15,766 | $648.8K | 0.01% | +2,291+17.0% | Added |
| Woodard & Co Asset Management Group Inc | 15,702 | $646.1K | 0.14% | −586−3.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 15,700 | $646.1K | 0.09% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 15,654 | $644.0K | 0.33% | −2,285−12.7% | Reduced |
| Atticus Wealth Management, LLC | 15,634 | $643.3K | 0.21% | 00.0% | Unchanged |
| AlTi Global, Inc. | 15,604 | $642.1K | 0.02% | −168−1.1% | Reduced |
| My Legacy Advisors, LLC | 15,485 | $637.2K | 0.25% | +2,124+15.9% | Added |
| Sumitomo Life Insurance Co | 15,437 | $635.2K | 0.02% | +197+1.3% | Added |
| Prime Capital Investment Advisors, LLC | 15,410 | $634.1K | 0.01% | +4,965+47.5% | Added |
| Greenleaf Trust | 15,397 | $633.6K | 0.01% | +1,698+12.4% | Added |
| City Holding Co | 15,368 | $632.4K | 0.09% | 00.0% | Unchanged |
| Foster & Motley Inc | 15,328 | $631.0K | 0.04% | −723−4.5% | Reduced |
| Trust Asset Management LLC | 15,324 | $630.6K | 0.05% | −463−2.9% | Reduced |
| Strategic Blueprint, LLC | 15,234 | $626.9K | 0.03% | +832+5.8% | Added |
| Private Trust Co NA | 15,205 | $625.7K | 0.06% | +1,181+8.4% | Added |
| Raiffeisen Bank International AG | 15,462 | $625.6K | 0.01% | +1,769+12.9% | Added |
| Fox Run Management, L.L.C. | 15,188 | $625.0K | 0.10% | +15,188 | New |
| Silver Oak Securities, Inc | 15,421 | $623.9K | 0.06% | +917+6.3% | Added |
| Atomi Financial Group, Inc. | 15,145 | $623.2K | 0.03% | −1,975−11.5% | Reduced |
| Busey Wealth Management | 15,133 | $622.7K | 0.02% | −508−3.2% | Reduced |
| CenterStar Asset Management, LLC | 15,054 | $619.5K | 0.89% | +15,054 | New |
| ExodusPoint Capital Management, LP | 15,039 | $619.0K | 0.01% | −922,042−98.4% | Reduced |
| Fee-Only Financial Planning, L.C. | 15,041 | $618.9K | 0.42% | −845−5.3% | Reduced |
| Panagora Asset Management Inc | 15,009 | $617.6K | 0.00% | +378+2.6% | Added |
| Northwest & Ethical Investments L.P. | 15,000 | $617.3K | 0.02% | −1,500−9.1% | Reduced |
| Loomis Sayles & Co L P | 14,973 | $616.0K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 14,930 | $614.4K | 0.21% | +4,788+47.2% | Added |
| Partners in Financial Planning | 14,808 | $609.3K | 0.12% | +1,128+8.2% | Added |
| F/M Investments LLC | 14,748 | $608.7K | 0.02% | −214,338−93.6% | Reduced |
| MAI Capital Management | 14,791 | $608.6K | 0.00% | +1,133+8.3% | Added |
| Evergreen Capital Management LLC | 14,777 | $608.1K | 0.02% | −135−0.9% | Reduced |
| Riverbend Wealth Management, LLC | 14,775 | $608.0K | 0.54% | +151+1.0% | Added |
| LMR Partners LLP | 14,769 | $607.7K | 0.01% | +13,957+1,718.8% | Added |