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, 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 27,414 | $1.18M | 0.00% | +682+2.6% | Added |
| Old North State Trust, LLC | 27,426 | $1.18M | 0.81% | +3,191+13.2% | Added |
| Bayview Asset Management, LLC | 27,500 | $1.18M | 1.19% | +27,500 | New |
| V-Square Quantitative Management LLC | 27,531 | $1.18M | 0.16% | −1,676−5.7% | Reduced |
| Hilltop Holdings Inc. | 27,648 | $1.19M | 0.08% | +520+1.9% | Added |
| Symphony Financial, Ltd. Co. | 25,030 | $1.19M | 0.16% | +8,682+53.1% | Added |
| Wealthspire Advisors, LLC | 27,673 | $1.19M | 0.01% | −2,960−9.7% | Reduced |
| Balyasny Asset Management LLC | 27,787 | $1.19M | 0.00% | −5,509,568−99.5% | Reduced |
| Ted Buchan & Co | 27,866 | $1.20M | 0.48% | +2,045+7.9% | Added |
| Linden Thomas Advisory Services, LLC | 27,890 | $1.20M | 0.13% | +1,063+4.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 27,930 | $1.20M | 0.00% | −384,380−93.2% | Reduced |
| New Century Financial Group, LLC | 27,969 | $1.20M | 1.41% | +964+3.6% | Added |
| Vestcor Inc | 28,227 | $1.21M | 0.04% | +3,983+16.4% | Added |
| Fifth Third Wealth Advisors LLC | 28,299 | $1.22M | 0.05% | +3,322+13.3% | Added |
| Sound View Wealth Advisors Group, LLC | 28,362 | $1.22M | 0.09% | −537−1.9% | Reduced |
| Caisse des Depots Et Consignations | 28,842 | $1.24M | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 28,849 | $1.24M | 0.04% | +246+0.9% | Added |
| MCF Advisors LLC | 28,991 | $1.25M | 0.08% | −176−0.6% | Reduced |
| GAMMA Investing LLC | 29,255 | $1.26M | 0.08% | +1,154+4.1% | Added |
| Twin City Private Wealth, LLC | 29,287 | $1.26M | 1.03% | −10,228−25.9% | Reduced |
| Quadcap Wealth Management, LLC | 29,634 | $1.27M | 0.16% | −127−0.4% | Reduced |
| BCS Wealth Management | 29,869 | $1.28M | 0.28% | +968+3.3% | Added |
| Trust Co of Vermont | 29,976 | $1.29M | 0.06% | +308+1.0% | Added |
| Gotham Asset Management, LLC | 30,219 | $1.30M | 0.01% | +1,558+5.4% | Added |
| Brooks, Moore & Associates, Inc. | 29,726 | $1.30M | 0.70% | 00.0% | Unchanged |
| Prudential PLC | 30,245 | $1.30M | 0.01% | −16,507−35.3% | Reduced |
| Argentarii, LLC | 30,270 | $1.30M | 0.60% | −4,484−12.9% | Reduced |
| Summit Trail Advisors, LLC | 30,323 | $1.30M | 0.02% | +7,581+33.3% | Added |
| First American Bank | 30,543 | $1.31M | 0.09% | −17,654−36.6% | Reduced |
| PBMares Wealth Management LLC | 30,940 | $1.33M | 0.24% | +28+0.1% | Added |
| Walleye Capital LLC | 30,975 | $1.33M | 0.01% | −17,609−36.2% | Reduced |
| Erste Asset Management GmbH | 31,375 | $1.34M | 0.01% | +31,375 | New |
| Aptus Capital Advisors, LLC | 31,128 | $1.34M | 0.01% | −151−0.5% | Reduced |
| Applied Capital LLC | 31,361 | $1.35M | 1.00% | −152−0.5% | Reduced |
| MUFG Securities Americas Inc. | 31,398 | $1.35M | 0.12% | +5,416+20.8% | Added |
| Ballentine Partners, LLC | 31,482 | $1.35M | 0.02% | +2,454+8.5% | Added |
| AssuredPartners Investment Advisors, LLC | 31,574 | $1.36M | 0.33% | +948+3.1% | Added |
| Canandaigua National Bank & Trust Co | 31,774 | $1.37M | 0.13% | +1,198+3.9% | Added |
| Tounjian Advisory Partners, LLC | 33,308 | $1.37M | 0.27% | −436−1.3% | Reduced |
| Jain Global LLC | 31,942 | $1.37M | 0.02% | +20,716+184.5% | Added |
| D.A. Davidson & Co. | 31,969 | $1.37M | 0.01% | +69+0.2% | Added |
| Investment Management Corp of Ontario | 32,032 | $1.38M | 0.02% | −5,500−14.7% | Reduced |
| New England Research & Management, Inc. | 32,075 | $1.38M | 0.66% | −709−2.2% | Reduced |
| Meitav Dash Investments Ltd | 32,146 | $1.38M | 0.02% | +7,396+29.9% | Added |
| V. M. Manning & Co., Inc. | 29,384 | $1.38M | 1.53% | +29,384 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 32,669 | $1.40M | 0.23% | +3,464+11.9% | Added |
| Stonebridge Capital Advisors LLC | 32,970 | $1.42M | 0.11% | −672−2.0% | Reduced |
| Voya Financial Advisors, Inc. | 33,277 | $1.42M | 0.14% | +1,579+5.0% | Added |
| Independence Bank of Kentucky | 33,075 | $1.42M | 0.20% | −4,536−12.1% | Reduced |
| Ostrum Asset Management | 33,225 | $1.43M | 0.07% | −3,411−9.3% | Reduced |
| Taylor Financial Group, Inc. | 33,338 | $1.43M | 0.89% | +2,630+8.6% | Added |
| Park Circle Co | 33,530 | $1.44M | 1.24% | +12,600+60.2% | Added |
| Octavia Wealth Advisors, LLC | 33,619 | $1.45M | 0.16% | −5,741−14.6% | Reduced |
| Creative Financial Designs Inc | 33,641 | $1.45M | 0.10% | +30,283+901.8% | Added |
| Eagle Bluffs Wealth Management LLC | 33,701 | $1.45M | 0.69% | +74+0.2% | Added |
| Banque Cantonale Vaudoise | 33,844 | $1.46M | 0.06% | +10,409+44.4% | Added |
| Neville Rodie & Shaw Inc | 34,145 | $1.47M | 0.11% | −4,538−11.7% | Reduced |
| Buckingham Strategic Partners | 34,259 | $1.47M | 0.02% | +8,057+30.7% | Added |
| Beacon Pointe Advisors, LLC | 34,449 | $1.48M | 0.02% | +469+1.4% | Added |
| M&G Plc | 34,548 | $1.49M | 0.01% | −242,536−87.5% | Reduced |
| Crews Bank & Trust | 34,744 | $1.49M | 0.24% | −4,070−10.5% | Reduced |
| Quadrature Capital Ltd | 34,935 | $1.50M | 0.03% | +34,935 | New |
| Physicians Financial Services, Inc. | 34,943 | $1.50M | 0.45% | −600−1.7% | Reduced |
| San Luis Wealth Advisors LLC | 35,174 | $1.51M | 0.32% | +23,050+190.1% | Added |
| AMG National Trust Bank | 35,195 | $1.51M | 0.04% | 00.0% | Unchanged |
| Marotta Asset Management | 35,216 | $1.51M | 0.30% | −6,981−16.5% | Reduced |
| Mindset Wealth Management, LLC | 35,388 | $1.52M | 0.50% | +565+1.6% | Added |
| Raleigh Capital Management Inc. | 35,430 | $1.52M | 0.64% | +1,314+3.9% | Added |
| Blair William & Co | 35,511 | $1.53M | 0.00% | +3,173+9.8% | Added |
| JT Stratford LLC | 35,649 | $1.53M | 0.23% | −1,508−4.1% | Reduced |
| Trust Co of Toledo NA | 36,253 | $1.56M | 0.17% | −9,903−21.5% | Reduced |
| Wealth Alliance | 36,273 | $1.56M | 0.17% | −894−2.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 36,303 | $1.56M | 0.11% | −2,517−6.5% | Reduced |
| Davis Investment Partners, LLC | 35,426 | $1.57M | 0.56% | +5,809+19.6% | Added |
| Citizens & Northern Corp | 36,476 | $1.57M | 0.42% | −1,267−3.4% | Reduced |
| Hennessy Advisors Inc | 36,500 | $1.57M | 0.05% | +4,000+12.3% | Added |
| Arcus Capital Partners, LLC | 36,722 | $1.58M | 0.68% | 00.0% | Unchanged |
| Ossiam | 36,922 | $1.59M | 0.02% | +8,165+28.4% | Added |
| Quadrant Capital Group LLC | 37,159 | $1.60M | 0.06% | +5,730+18.2% | Added |
| Resources Investment Advisors, LLC. | 37,222 | $1.60M | 0.02% | −817−2.1% | Reduced |
| Congress Wealth Management LLC | 37,375 | $1.61M | 0.02% | −8,404−18.4% | Reduced |
| Norris Financial Group, LLC | 37,458 | $1.61M | 0.66% | −1,455−3.7% | Reduced |
| Signaturefd, LLC | 37,675 | $1.62M | 0.03% | −10,525−21.8% | Reduced |
| AIA Group Ltd | 37,915 | $1.63M | 0.04% | −4,890−11.4% | Reduced |
| BankPlus Trust Department | 38,156 | $1.64M | 0.49% | +5,268+16.0% | Added |
| Kinneret Advisory, LLC | 38,299 | $1.65M | 0.15% | −58−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 38,411 | $1.65M | 0.76% | +1,809+4.9% | Added |
| Diamant Asset Management, Inc. | 38,421 | $1.65M | 1.26% | −200−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 38,457 | $1.65M | 0.02% | −4,563−10.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 38,478 | $1.65M | 0.06% | 00.0% | Unchanged |
| Savant Capital, LLC | 38,758 | $1.67M | 0.01% | −23,452−37.7% | Reduced |
| Cornercap Investment Counsel Inc | 38,862 | $1.67M | 0.87% | −896−2.3% | Reduced |
| Level Four Advisory Services, LLC | 38,876 | $1.67M | 0.06% | −1,164−2.9% | Reduced |
| Berkeley Capital Partners, LLC | 38,886 | $1.67M | 0.42% | +877+2.3% | Added |
| Hills Bank & Trust Co | 39,055 | $1.68M | 0.11% | −7,054−15.3% | Reduced |
| Icon Advisers Inc | 39,100 | $1.68M | 0.38% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 39,199 | $1.69M | 0.08% | −981−2.4% | Reduced |
| Frank, Rimerman Advisors LLC | 39,497 | $1.70M | 0.11% | +9,022+29.6% | Added |
| Kentucky Trust Co | 39,665 | $1.71M | 0.98% | +220+0.6% | Added |
| IFG Advisory, LLC | 39,826 | $1.71M | 0.09% | −18,537−31.8% | Reduced |