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Livermore
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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; 1,706 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.

Other share classesTFC.PITFC.POTFC.PR

13F holders, Q2 2025

Institutional positions in Truist Financial Corp as of Jun 30, 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
1,549
+6 vs. Q1 2025
Shares held
961.3M
−13.2M (−1.4%) vs. Q1 2025
Total value
$41.3B
+$1.33B (+3.3%) vs. Q1 2025
New holders
122
614 more added
Sold out
116
614 more reduced

15 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,549 institutions
Q1 2021: 1,376 institutionsQ2 2021: 1,353 institutionsQ3 2021: 1,387 institutionsQ4 2021: 1,488 institutionsQ1 2022: 1,508 institutionsQ2 2022: 1,449 institutionsQ3 2022: 1,427 institutionsQ4 2022: 1,491 institutionsQ1 2023: 1,399 institutionsQ2 2023: 1,311 institutionsQ3 2023: 1,272 institutionsQ4 2023: 1,399 institutionsQ1 2024: 1,423 institutionsQ2 2024: 1,424 institutionsQ3 2024: 1,480 institutionsQ4 2024: 1,569 institutionsQ1 2025: 1,558 institutionsQ2 2025: 1,549 institutionsQ3 2025: 1,562 institutionsQ4 2025: 1,669 institutionsQ1 2026: 1,648 institutionsQ2 2026: 1,706 institutions
Value heldQ2 2025: $41.3B
Q1 2021: $57.3BQ2 2021: $53.5BQ3 2021: $57.2BQ4 2021: $56.9BQ1 2022: $55.6BQ2 2022: $46.4BQ3 2022: $42.6BQ4 2022: $42.2BQ1 2023: $33.1BQ2 2023: $29.2BQ3 2023: $26.7BQ4 2023: $35.2BQ1 2024: $36.9BQ2 2024: $37.8BQ3 2024: $41.2BQ4 2024: $42.1BQ1 2025: $40.1BQ2 2025: $41.3BQ3 2025: $43.3BQ4 2025: $47.2BQ1 2026: $42.7BQ2 2026: $46.7B
Institutions holding TFC and their total value by quarter
QuarterHoldersValue
Q2 20261,706$46.7B
Q1 20261,648$42.7B
Q4 20251,669$47.2B
Q3 20251,562$43.3B
Q2 20251,549$41.3B
Q1 20251,558$40.1B
Q4 20241,569$42.1B
Q3 20241,480$41.2B
Q2 20241,424$37.8B
Q1 20241,423$36.9B
Q4 20231,399$35.2B
Q3 20231,272$26.7B
Q2 20231,311$29.2B
Q1 20231,399$33.1B
Q4 20221,491$42.2B
Q3 20221,427$42.6B
Q2 20221,449$46.4B
Q1 20221,508$55.6B
Q4 20211,488$56.9B
Q3 20211,387$57.2B
Q2 20211,353$53.5B
Q1 20211,376$57.3B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q1 2025.

Institutions holding TFC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.4$1720.00%−2,025−99.8%Reduced
West Branch Capital LLC7$3010.00%00.0%Unchanged
Financial Management Professionals, Inc.10$4300.00%−11,007−99.9%Reduced
Puff Wealth Management, LLC10$4300.00%−5−33.3%Reduced
DHJJ Financial Advisors, Ltd.10$4300.00%00.0%Unchanged
Y.D. More Investments Ltd4,636$5860.00%+28+0.6%Added
LGT Financial Advisors LLC21$9030.00%+21New
MPWM Advisory Solutions, LLC24$1.03K0.00%−387−94.2%Reduced
Principia Wealth Advisory, LLC24$1.03K0.00%+9+60.0%Added
WealthTrak Capital Management LLC25$1.07K0.00%−20−44.4%Reduced
Financial Network Wealth Advisors LLC26$1.12K0.00%00.0%Unchanged
HFM Investment Advisors, LLC26$1.12K0.00%+12+85.7%Added
WestEnd Advisors, LLC29$1.25K0.00%−9−23.7%Reduced
TFC Financial Management31$1.33K0.00%−39−55.7%Reduced
Country Trust Bank32$1.38K0.00%+32New
Quest 10 Wealth Builders, Inc.33$1.44K0.00%−1−2.9%Reduced
Quaker Wealth Management, LLC36$1.55K0.00%+36New
Delta Accumulation, LLC39$1.67K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.44$1.89K0.00%+27+158.8%Added
Core Alternative Capital50$2.15K0.00%00.0%Unchanged
Aventus Investment Advisors, Inc.50$2.15K0.00%+50New
RMG Wealth Management LLC50$2.22K0.00%+50New
Bay Harbor Wealth Management, LLC54$2.32K0.00%+36+200.0%Added
Beaird Harris Wealth Management, LLC58$2.49K0.00%−145−71.4%Reduced
Frazier Financial Advisors, LLC59$2.54K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC59$2.54K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC59$2.54K0.00%+59New
Transce3nd, LLC62$2.65K0.00%00.0%Unchanged
FSA Wealth Management LLC62$2.67K0.00%−43−41.0%Reduced
Riggs Asset Managment Co. Inc.64$2.73K0.00%00.0%Unchanged
Tortoise Investment Management, LLC66$2.84K0.00%+66New
LMR Partners LLP71$3.05K0.00%−14,698−99.5%Reduced
SJS Investment Consulting Inc.72$3.09K0.00%−219−75.3%Reduced
NVWM, LLC72$3.10K0.00%−23−24.2%Reduced
Trifecta Capital Advisors, LLC76$3.27K0.00%00.0%Unchanged
Total Investment Management Inc77$3.31K0.00%+77New
Cherry Tree Wealth Management, LLC78$3.35K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.81$3.48K0.00%−827−91.1%Reduced
North Capital, Inc.85$3.65K0.00%−14−14.1%Reduced
Barnes Dennig Private Wealth Management LLC85$3.65K0.00%00.0%Unchanged
DT Investment Partners, LLC88$3.78K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.93$4.00K0.00%−7−7.0%Reduced
Coston, McIsaac & Partners114$4.00K0.00%00.0%Unchanged
Darwin Advisors, LLC95$4.09K0.00%+1+1.1%Added
Pineridge Advisors LLC100$4.30K0.00%00.0%Unchanged
Kilter Group LLC104$4.47K0.00%+104New
Crowley Wealth Management, Inc.106$4.56K0.00%00.0%Unchanged
Ridgewood Investments LLC108$4.64K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC108$4.68K0.00%+14+14.9%Added
GPS Wealth Strategies Group, LLC109$4.69K0.00%+7+6.9%Added
True Wealth Design, LLC114$4.88K0.00%−8−6.6%Reduced
Sit Investment Associates Inc125$5.00K0.00%00.0%Unchanged
First Financial Corp120$5.16K0.00%00.0%Unchanged
IMG Wealth Management, Inc.120$5.16K0.00%+120New
Compass Financial Services Inc125$5.37K0.00%00.0%Unchanged
Scarborough Advisors, LLC125$5.37K0.00%+125New
Park Square Financial Group, LLC136$5.85K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd130$6.00K0.00%−5,097−97.5%Reduced
Indiana Trust & Investment Management CO142$6.11K0.00%+65+84.4%Added
Strategic Investment Solutions, Inc.143$6.13K0.00%+2+1.4%Added
Duncker Streett & Co Inc150$6.45K0.00%00.0%Unchanged
Fortis Group Advisors, LLC150$6.45K0.00%00.0%Unchanged
Anfield Capital Management, LLC155$6.66K0.00%00.0%Unchanged
Centennial Bank161$6.92K0.00%−580−78.3%Reduced
Activest Wealth Management162$6.96K0.00%+162New
Glen Eagle Advisors, LLC165$7.09K0.00%00.0%Unchanged
Hollencrest Capital Management168$7.22K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC173$7.44K0.00%00.0%Unchanged
Key Financial Inc174$7.48K0.00%00.0%Unchanged
Boreal Capital Management LLC176$7.57K0.01%+176New
Mid-American Wealth Advisory Group, Inc.178$7.65K0.00%+178New
Fairway Wealth LLC185$7.95K0.00%00.0%Unchanged
Cornerstone Planning Group LLC184$7.99K0.00%+80+76.9%Added
Ancora Advisors, LLC193$8.30K0.00%+64+49.6%Added
Silicon Valley Capital Partners193$8.30K0.00%+193New
Wolff Wiese Magana LLC195$8.38K0.01%00.0%Unchanged
Raffa Wealth Management, LLC198$8.51K0.00%00.0%Unchanged
Ameriflex Group, Inc.201$8.55K0.00%−1,099−84.5%Reduced
Webster Bank, N. A.200$8.60K0.00%00.0%Unchanged
GoalVest Advisory LLC205$8.81K0.00%+198+2,828.6%Added
Strategic Wealth Partners, Ltd.211$9.07K0.00%+211New
Atwood & Palmer Inc225$9.67K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC226$9.70K0.02%00.0%Unchanged
Avion Wealth248$10.0K0.00%+60+31.9%Added
Global X Japan Co., Ltd.236$10.1K0.00%−94−28.5%Reduced
Traub Capital Management LLC237$10.2K0.01%+237New
GFG Capital, LLC238$10.2K0.00%+238New
Bell Investment Advisors, Inc241$10.4K0.00%+28+13.1%Added
Addison Advisors LLC245$10.5K0.00%+245New
St Germain D J Co Inc248$10.7K0.00%00.0%Unchanged
Dogwood Wealth Management LLC236$10.7K0.01%+223+1,715.4%Added
Hillsdale Investment Management Inc.250$10.7K0.00%+250New
JFS Wealth Advisors, LLC254$10.9K0.00%−127−33.3%Reduced
Stone House Investment Management, LLC258$11.1K0.00%−159−38.1%Reduced
Highline Wealth Partners LLC267$11.5K0.00%+76+39.8%Added
Valued Wealth Advisors LLC269$11.5K0.01%−93−25.7%Reduced
Bangor Savings Bank270$11.6K0.00%−5−1.8%Reduced
ORG Partners LLC273$12.1K0.00%+241+753.1%Added
Proathlete Wealth Management LLC281$12.1K0.00%00.0%Unchanged
PFS Partners, LLC281$12.1K0.01%+281New