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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 63,331 | $2.72M | 0.39% | −190−0.3% | Reduced |
| Massmutual Trust Co FSB | 63,526 | $2.73M | 0.07% | +1,243+2.0% | Added |
| Maryland State Retirement & Pension System | 63,678 | $2.74M | 0.06% | +1,274+2.0% | Added |
| Dakota Wealth Management | 64,125 | $2.76M | 0.06% | −69,200−51.9% | Reduced |
| Advisors Asset Management, Inc. | 64,758 | $2.78M | 0.05% | −8,239−11.3% | Reduced |
| Hancock Whitney Corp | 64,859 | $2.79M | 0.05% | +11,265+21.0% | Added |
| Edmp, Inc. | 65,110 | $2.80M | 2.38% | −5,412−7.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 62,087 | $2.80M | 0.19% | +242+0.4% | Added |
| Camden National Bank | 65,295 | $2.81M | 0.40% | −1,605−2.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 65,545 | $2.82M | 0.50% | −1,787−2.7% | Reduced |
| Fifth Third Bancorp | 65,651 | $2.82M | 0.01% | −51,180−43.8% | Reduced |
| Montag A & Associates Inc | 65,940 | $2.83M | 0.14% | −85,526−56.5% | Reduced |
| Catherine Avery Investment Management LLC | 66,294 | $2.85M | 2.16% | +17,064+34.7% | Added |
| Motley Fool Asset Management LLC | 67,127 | $2.89M | 0.13% | +6,408+10.6% | Added |
| Steward Partners Investment Advisory, LLC | 67,234 | $2.89M | 0.02% | −4,569−6.4% | Reduced |
| Gulf International Bank (UK) Ltd | 68,030 | $2.92M | 0.10% | −11,349−14.3% | Reduced |
| Allianz Asset Management GmbH | 68,363 | $2.94M | 0.00% | −42,377−38.3% | Reduced |
| Securian Asset Management, Inc | 68,445 | $2.94M | 0.08% | −1,262−1.8% | Reduced |
| Wesbanco Bank Inc | 68,491 | $2.94M | 0.09% | −6,680−8.9% | Reduced |
| Louisiana State Employees Retirement System | 69,100 | $2.97M | 0.05% | −1,700−2.4% | Reduced |
| Csenge Advisory Group | 75,331 | $2.98M | 0.16% | −364−0.5% | Reduced |
| Larson Financial Group LLC | 69,357 | $2.98M | 0.12% | +67,193+3,105.0% | Added |
| United Bank | 69,548 | $2.99M | 1.14% | −20,600−22.9% | Reduced |
| Concord Wealth Partners | 69,847 | $3.00M | 0.44% | −279−0.4% | Reduced |
| Concord Asset Management, LLC | 69,847 | $3.00M | 0.45% | +59,398+568.5% | Added |
| Anchor Investment Management, LLC | 69,963 | $3.01M | 0.26% | −3,424−4.7% | Reduced |
| J.W. Cole Advisors, Inc. | 71,009 | $3.05M | 0.06% | +4,215+6.3% | Added |
| Merit Financial Group, LLC | 72,779 | $3.13M | 0.03% | +21,576+42.1% | Added |
| Norinchukin Bank, The | 73,400 | $3.16M | 0.05% | +3,287+4.7% | Added |
| Glass Wealth Management Co LLC | 76,003 | $3.27M | 1.74% | +1,695+2.3% | Added |
| CWM, LLC | 76,277 | $3.28M | 0.01% | +19,560+34.5% | Added |
| Wellington Management Group LLP | 76,308 | $3.28M | 0.00% | +27,353+55.9% | Added |
| Thrivent Financial for Lutherans | 76,522 | $3.29M | 0.01% | −75,394−49.6% | Reduced |
| TD Private Client Wealth LLC | 76,543 | $3.29M | 0.08% | −2,021−2.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 77,261 | $3.32M | 0.03% | +6,765+9.6% | Added |
| Private Advisor Group, LLC | 77,989 | $3.35M | 0.02% | −4,939−6.0% | Reduced |
| Hartford Investment Management Co | 78,438 | $3.37M | 0.11% | −1,531−1.9% | Reduced |
| Equitable Trust Co | 79,411 | $3.41M | 0.17% | −4,562−5.4% | Reduced |
| Cary Street Partners Financial LLC | 79,906 | $3.44M | 0.10% | +13,995+21.2% | Added |
| Wealth Group, Ltd. | 79,994 | $3.44M | 3.41% | −11,619−12.7% | Reduced |
| Bragg Financial Advisors, Inc | 80,052 | $3.44M | 0.12% | −634−0.8% | Reduced |
| Van Eck Associates Corp | 81,174 | $3.49M | 0.00% | −2,915−3.5% | Reduced |
| Tocqueville Asset Management L.P. | 81,187 | $3.49M | 0.05% | +72,506+835.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 82,746 | $3.56M | 0.01% | −1,153−1.4% | Reduced |
| Commerce Bank | 83,270 | $3.58M | 0.02% | −10,036−10.8% | Reduced |
| Hengehold Capital Management LLC | 83,407 | $3.59M | 0.33% | +792+1.0% | Added |
| Quantbot Technologies LP | 85,079 | $3.66M | 0.09% | −153,696−64.4% | Reduced |
| Kentucky Retirement Systems | 85,538 | $3.68M | 0.11% | −5,605−6.1% | Reduced |
| StoneX Group Inc. | 85,545 | $3.68M | 0.18% | +1,142+1.4% | Added |
| Groupe la Francaise | 86,012 | $3.68M | 0.06% | +14,315+20.0% | Added |
| Thomasville National Bank | 86,411 | $3.71M | 0.25% | +8,941+11.5% | Added |
| Warren Averett Asset Management, LLC | 86,537 | $3.72M | 0.04% | +7,924+10.1% | Added |
| Am Investment Strategies LLC | 87,078 | $3.74M | 0.88% | +1,512+1.8% | Added |
| Avanza Fonder AB | 87,274 | $3.75M | 0.11% | −13,506−13.4% | Reduced |
| Signature Wealth Management Group | 88,973 | $3.82M | 1.51% | −545−0.6% | Reduced |
| Brevan Howard Capital Management LP | 89,452 | $3.85M | 0.04% | +89,452 | New |
| XML Financial, LLC | 89,479 | $3.85M | 0.33% | −2,269−2.5% | Reduced |
| Iowa State Bank | 89,573 | $3.85M | 0.77% | −1,843−2.0% | Reduced |
| Keybank National Association | 90,250 | $3.88M | 0.01% | −6,224−6.5% | Reduced |
| Mizuho Securities USA LLC | 90,502 | $3.89M | 0.08% | +90,502 | New |
| Axxcess Wealth Management, LLC | 91,564 | $3.94M | 0.09% | −502−0.5% | Reduced |
| Community Bank, N.A. | 92,254 | $3.97M | 0.52% | +8,245+9.8% | Added |
| Kestra Private Wealth Services, LLC | 92,241 | $3.97M | 0.06% | +6,364+7.4% | Added |
| Fiduciary Alliance LLC | 92,369 | $3.97M | 0.30% | −6,185−6.3% | Reduced |
| Mubadala Investment Co PJSC | 93,330 | $4.01M | 0.02% | +93,330 | New |
| Jump Financial, LLC | 94,270 | $4.05M | 0.05% | +85,340+955.7% | Added |
| Capital Investment Advisory Services, LLC | 94,544 | $4.06M | 0.33% | −4,994−5.0% | Reduced |
| Moore Capital Management, LP | 95,200 | $4.09M | 0.08% | −137,087−59.0% | Reduced |
| Clearstead Advisors, LLC | 96,069 | $4.13M | 0.06% | +5,978+6.6% | Added |
| Sterling Investment Advisors, Ltd. | 96,326 | $4.14M | 0.91% | −4,983−4.9% | Reduced |
| Semmax Financial Advisors Inc. | 95,398 | $4.16M | 1.07% | +1,836+2.0% | Added |
| Engineers Gate Manager LP | 97,022 | $4.17M | 0.05% | −158,206−62.0% | Reduced |
| Dana Investment Advisors, Inc. | 99,766 | $4.29M | 0.14% | −9,685−8.8% | Reduced |
| Venture Visionary Partners LLC | 100,632 | $4.33M | 0.16% | +29,299+41.1% | Added |
| Patten & Patten Inc | 101,127 | $4.35M | 0.28% | −5,345−5.0% | Reduced |
| Verdence Capital Advisors LLC | 101,380 | $4.36M | 0.30% | +9,046+9.8% | Added |
| Pinebridge Investments, L.P. | 101,870 | $4.38M | 0.04% | −68,474−40.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 102,033 | $4.39M | 0.01% | −8,815−8.0% | Reduced |
| Wellington Shields Capital Management, LLC | 102,061 | $4.39M | 0.74% | +4,069+4.2% | Added |
| Sompo Asset Management Co., Ltd. | 102,265 | $4.40M | 0.76% | −4,230−4.0% | Reduced |
| Cullinan Associates Inc | 102,535 | $4.41M | 0.29% | −700−0.7% | Reduced |
| Colonial Trust Advisors | 102,983 | $4.43M | 0.37% | −2,671−2.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 103,733 | $4.46M | 0.04% | +1,304+1.3% | Added |
| Hedeker Wealth, LLC | 103,757 | $4.46M | 1.04% | +2,908+2.9% | Added |
| RSM US Wealth Management LLC | 104,831 | $4.51M | 0.06% | −23,876−18.6% | Reduced |
| Steel Peak Wealth Management LLC | 105,698 | $4.54M | 0.18% | +15,800+17.6% | Added |
| Griffin Asset Management, Inc. | 106,299 | $4.57M | 0.54% | −181−0.2% | Reduced |
| Generali Asset Management SPA SGR | 106,556 | $4.58M | 0.10% | +68,782+182.1% | Added |
| Pacer Advisors, Inc. | 106,593 | $4.58M | 0.01% | +18,204+20.6% | Added |
| Kempner Capital Management Inc. | 106,692 | $4.59M | 2.46% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 106,783 | $4.59M | 0.06% | +4,901+4.8% | Added |
| QRG Capital Management, Inc. | 107,154 | $4.61M | 0.04% | −62,947−37.0% | Reduced |
| Simon Quick Advisors, LLC | 107,726 | $4.63M | 0.23% | +100,256+1,342.1% | Added |
| Inspire Trust Co, N.A. | 108,000 | $4.64M | 0.96% | +18,000+20.0% | Added |
| First Citizens Bank & Trust Co | 110,540 | $4.75M | 0.09% | +3,015+2.8% | Added |
| Abn Amro Investment Solutions | 111,263 | $4.78M | 0.10% | −23,041−17.2% | Reduced |
| Country Club Bank | 112,340 | $4.79M | 0.30% | −3,771−3.2% | Reduced |
| Brinker Capital Investments, LLC | 111,683 | $4.80M | 0.04% | +13,823+14.1% | Added |
| Candriam Luxembourg S.C.A. | 112,891 | $4.85M | 0.03% | −548,367−82.9% | Reduced |
| Oregon Public Employees Retirement Fund | 113,175 | $4.87M | 0.09% | +100+0.1% | Added |