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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 39,829 | $1.71M | 0.11% | +2,473+6.6% | Added |
| Foundations Investment Advisors, LLC | 40,199 | $1.73M | 0.03% | −1,062−2.6% | Reduced |
| Toroso Investments, LLC | 40,328 | $1.73M | 0.01% | +15,016+59.3% | Added |
| Arvest Investments, Inc. | 40,525 | $1.74M | 0.26% | −698−1.7% | Reduced |
| Sequoia Financial Advisors, LLC | 40,827 | $1.76M | 0.01% | +2,494+6.5% | Added |
| Procyon Private Wealth Partners, LLC | 40,925 | $1.76M | 0.17% | +16,452+67.2% | Added |
| Ballast, Inc. | 41,058 | $1.77M | 0.46% | +1,710+4.3% | Added |
| Ahl Investment Management, Inc. | 41,609 | $1.79M | 1.19% | −2,135−4.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 41,776 | $1.80M | 0.03% | −78−0.2% | Reduced |
| Principal Securities, Inc. | 41,780 | $1.80M | 0.03% | −10,213−19.6% | Reduced |
| Marco Investment Management LLC | 41,956 | $1.80M | 0.15% | −3,950−8.6% | Reduced |
| one8zero8, LLC | 42,172 | $1.81M | 0.43% | +1,769+4.4% | Added |
| Princeton Capital Management LLC | 42,529 | $1.83M | 0.54% | +7,282+20.7% | Added |
| Intech Investment Management LLC | 42,725 | $1.84M | 0.02% | −2,181−4.9% | Reduced |
| Glenmede Investment Management, LP | 43,188 | $1.86M | 0.01% | +43,188 | New |
| ZWJ Investment Counsel Inc | 43,299 | $1.86M | 0.07% | −2,164−4.8% | Reduced |
| Investors Research Corp | 43,378 | $1.86M | 0.37% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 43,493 | $1.87M | 0.03% | −2,088−4.6% | Reduced |
| Capital International Sarl | 43,552 | $1.87M | 0.04% | −3,276−7.0% | Reduced |
| Novare Capital Management LLC | 44,057 | $1.89M | 0.15% | −8,536−16.2% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 44,332 | $1.91M | 1.33% | +282+0.6% | Added |
| Argent Advisors, Inc. | 44,536 | $1.91M | 0.59% | +2,951+7.1% | Added |
| Vident Advisory, LLC | 44,800 | $1.93M | 0.02% | +2,362+5.6% | Added |
| GHP Investment Advisors, Inc. | 44,872 | $1.93M | 0.09% | +439+1.0% | Added |
| EJF Capital LLC | 44,901 | $1.93M | 1.54% | −29,349−39.5% | Reduced |
| Bleakley Financial Group, LLC | 45,192 | $1.94M | 0.05% | +6,834+17.8% | Added |
| Abundance Wealth Counselors | 45,886 | $1.97M | 0.37% | +723+1.6% | Added |
| Integrated Wealth Concepts LLC | 45,916 | $1.97M | 0.02% | +16,951+58.5% | Added |
| Financial Partners Group, LLC | 45,982 | $1.98M | 0.72% | +10,596+29.9% | Added |
| Canada Post Corp Registered Pension Plan | 46,138 | $1.98M | 0.12% | +46,138 | New |
| Empirical Finance, LLC | 46,253 | $1.99M | 0.10% | +289+0.6% | Added |
| Pathway Financial Advisers, LLC | 46,755 | $2.01M | 0.65% | −205−0.4% | Reduced |
| Park Avenue Securities LLC | 47,564 | $2.04M | 0.02% | −3,597−7.0% | Reduced |
| Omers Administration Corp | 47,639 | $2.05M | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 47,920 | $2.06M | 0.13% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 48,266 | $2.07M | 0.28% | −4,959−9.3% | Reduced |
| Mutual Advisors, LLC | 45,456 | $2.08M | 0.05% | +2,137+4.9% | Added |
| CIBC Private Wealth Group, LLC | 48,373 | $2.08M | 0.00% | −118,797−71.1% | Reduced |
| Southern Capital Advisors, LLC | 48,446 | $2.08M | 1.07% | +1,255+2.7% | Added |
| Thompson Siegel & Walmsley LLC | 48,774 | $2.10M | 0.04% | −502−1.0% | Reduced |
| Vise Technologies, Inc. | 48,813 | $2.10M | 0.09% | +48,813 | New |
| SeaCrest Wealth Management, LLC | 48,953 | $2.10M | 0.23% | +722+1.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 49,102 | $2.11M | 0.80% | +15,865+47.7% | Added |
| Argyle Capital Management Inc. | 49,366 | $2.12M | 0.77% | +2,400+5.1% | Added |
| IVC Wealth Advisors LLC | 49,594 | $2.13M | 1.04% | −1,504−2.9% | Reduced |
| Huntington National Bank | 49,600 | $2.13M | 0.01% | −2,611−5.0% | Reduced |
| CWA Asset Management Group, LLC | 49,612 | $2.13M | 0.09% | −8,591−14.8% | Reduced |
| KMG Fiduciary Partners, LLC | 50,055 | $2.15M | 0.16% | +2,416+5.1% | Added |
| Sciencast Management LP | 50,437 | $2.17M | 0.45% | +50,437 | New |
| Moors & Cabot, Inc. | 50,464 | $2.17M | 0.10% | −9,767−16.2% | Reduced |
| E. Ohman J:or Asset Management AB | 50,884 | $2.19M | 0.05% | −10,096−16.6% | Reduced |
| Ally Financial Inc. | 51,000 | $2.19M | 0.25% | +23,000+82.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 51,522 | $2.21M | 0.26% | −517−1.0% | Reduced |
| Prospera Financial Services Inc | 51,579 | $2.22M | 0.04% | +3,950+8.3% | Added |
| Moloney Securities Asset Management, LLC | 51,976 | $2.23M | 0.28% | +409+0.8% | Added |
| Tower Research Capital LLC (TRC) | 52,146 | $2.24M | 0.06% | +7,110+15.8% | Added |
| AG2R la Mondiale Gestion D'Actifs | 52,167 | $2.24M | 0.12% | +2,000+4.0% | Added |
| BlueChip Wealth Advisors LLC | 52,196 | $2.24M | 1.00% | −839−1.6% | Reduced |
| Stock Yards Bank & Trust Co | 52,230 | $2.25M | 0.08% | −3,665−6.6% | Reduced |
| Farmers National Bank | 52,683 | $2.26M | 0.60% | −600−1.1% | Reduced |
| Poehling Capital Management, LLC | 52,747 | $2.27M | 0.53% | +89+0.2% | Added |
| Nicholas Hoffman & Company, LLC. | 53,052 | $2.28M | 0.06% | +50.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 53,209 | $2.29M | 0.09% | +17,526+49.1% | Added |
| Heritage Trust Co | 53,321 | $2.29M | 0.26% | +379+0.7% | Added |
| Oak Harbor Wealth Partners, LLC | 53,326 | $2.29M | 0.62% | +5,593+11.7% | Added |
| Bailard, Inc. | 53,979 | $2.32M | 0.05% | +654+1.2% | Added |
| David Wealth Management LLC | 54,270 | $2.33M | 1.74% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 54,338 | $2.34M | 0.35% | −1,000−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 54,655 | $2.35M | 0.02% | +10,103+22.7% | Added |
| HF Advisory Group, LLC | 54,694 | $2.35M | 0.93% | +14,598+36.4% | Added |
| Commerzbank Aktiengesellschaft | 54,895 | $2.36M | 0.05% | +8,269+17.7% | Added |
| Apollon Wealth Management, LLC | 55,048 | $2.37M | 0.05% | +1,936+3.6% | Added |
| Disciplined Equity Management, Inc. | 55,180 | $2.37M | 1.39% | +8,170+17.4% | Added |
| Rather & Kittrell, Inc. | 55,436 | $2.38M | 0.47% | −100.0% | Reduced |
| Fulton Bank, N.A. | 55,619 | $2.39M | 0.09% | −5,265−8.6% | Reduced |
| Stratos Wealth Partners, LTD. | 56,061 | $2.41M | 0.03% | −1,225−2.1% | Reduced |
| Metis Global Partners, LLC | 56,631 | $2.43M | 0.06% | −7,926−12.3% | Reduced |
| First Bank & Trust | 56,692 | $2.44M | 0.43% | −1,526−2.6% | Reduced |
| Drucker Wealth 3.0, LLC | 53,993 | $2.44M | 0.47% | −16,258−23.1% | Reduced |
| Hardin Capital Partners, LLC | 55,283 | $2.44M | 1.44% | −334−0.6% | Reduced |
| Peloton Wealth Strategists | 56,900 | $2.45M | 0.98% | −2,500−4.2% | Reduced |
| Jane Street Group, LLC | 57,165 | $2.46M | 0.00% | −756,975−93.0% | Reduced |
| Arvest Bank Trust Division | 57,258 | $2.46M | 0.14% | +931+1.7% | Added |
| Salzhauer Michael | 57,327 | $2.46M | 1.55% | −15,057−20.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 57,779 | $2.48M | 0.06% | +1,277+2.3% | Added |
| Global Retirement Partners, LLC | 57,999 | $2.49M | 0.06% | +57,999 | New |
| Gator Capital Management, LLC | 58,000 | $2.49M | 0.78% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 58,284 | $2.51M | 0.04% | −2,001−3.3% | Reduced |
| Colonial Trust Co | 58,420 | $2.51M | 0.37% | −9,428−13.9% | Reduced |
| Lee Danner & Bass Inc | 58,952 | $2.53M | 0.20% | −195−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 59,599 | $2.56M | 0.07% | +8,061+15.6% | Added |
| Holderness Investments Co | 60,219 | $2.59M | 0.56% | +470+0.8% | Added |
| Carnegie Capital Asset Management, LLC | 60,536 | $2.60M | 0.05% | +5,135+9.3% | Added |
| Simmons Bank | 60,851 | $2.62M | 0.19% | +2,699+4.6% | Added |
| Elo Mutual Pension Insurance Co | 61,981 | $2.66M | 0.05% | +2,439+4.1% | Added |
| New Mexico Educational Retirement Board | 62,088 | $2.67M | 0.09% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 63,046 | $2.71M | 0.17% | −1,529−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 61,327 | $2.71M | 0.00% | −572−0.9% | Reduced |
| ING Groep NV | 63,143 | $2.71M | 0.02% | +4,309+7.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 63,313 | $2.72M | 0.48% | −3,370−5.1% | Reduced |