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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 113,812 | $4.91M | 0.00% | +6,605+6.2% | Added |
| Bridge Creek Capital Management LLC | 114,202 | $4.91M | 1.44% | +611+0.5% | Added |
| Natixis | 115,444 | $4.96M | 0.02% | −340,871−74.7% | Reduced |
| Colony Group, LLC | 118,219 | $5.08M | 0.01% | −1,258−1.1% | Reduced |
| LaFleur & Godfrey LLC | 118,553 | $5.10M | 0.64% | −10,817−8.4% | Reduced |
| HB Wealth Management, LLC | 118,765 | $5.11M | 0.04% | −18,217−13.3% | Reduced |
| Baugh & Associates, LLC | 129,066 | $5.14M | 2.68% | −5,961−4.4% | Reduced |
| XTX Topco Ltd | 119,727 | $5.15M | 0.21% | +95,002+384.2% | Added |
| Whitener Capital Management, Inc. | 120,934 | $5.20M | 1.38% | +226+0.2% | Added |
| King Luther Capital Management Corp | 122,979 | $5.29M | 0.02% | +73,823+150.2% | Added |
| Federation des caisses Desjardins du Quebec | 123,789 | $5.32M | 0.02% | +4,025+3.4% | Added |
| Chesley Taft & Associates LLC | 124,041 | $5.33M | 0.24% | −120−0.1% | Reduced |
| Grant Private Wealth Management Inc | 124,663 | $5.36M | 3.04% | +124,663 | New |
| Loudon Investment Management, LLC | 124,821 | $5.37M | 2.97% | −525−0.4% | Reduced |
| Bank of Nova Scotia | 126,387 | $5.43M | 0.01% | −11,402−8.3% | Reduced |
| HRT Financial LP | 127,443 | $5.48M | 0.02% | +53,169+71.6% | Added |
| NEOS Investment Management LLC | 127,879 | $5.50M | 0.07% | +26,739+26.4% | Added |
| JustInvest LLC | 128,417 | $5.52M | 0.06% | −2,313−1.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 128,968 | $5.54M | 1.04% | +39,308+43.8% | Added |
| United Capital Management of KS, Inc. | 129,105 | $5.55M | 0.87% | +3,485+2.8% | Added |
| Stephens Inc | 130,913 | $5.63M | 0.08% | −799−0.6% | Reduced |
| Shelton Capital Management | 131,783 | $5.67M | 0.13% | +11,744+9.8% | Added |
| Associated Banc-Corp | 132,457 | $5.69M | 0.16% | −5,708−4.1% | Reduced |
| Pinnacle Financial Partners Inc | 134,446 | $5.78M | 0.12% | +83+0.1% | Added |
| Atria Investments LLC | 136,310 | $5.86M | 0.07% | +5,544+4.2% | Added |
| Ieq Capital, LLC | 139,670 | $6.00M | 0.04% | +54,572+64.1% | Added |
| OP Asset Management Ltd | 140,103 | $6.02M | 0.09% | −1,684−1.2% | Reduced |
| Cornerstone Wealth Group, LLC | 140,243 | $6.03M | 0.45% | +2,589+1.9% | Added |
| Jamison Private Wealth Management, Inc. | 140,647 | $6.05M | 0.87% | −2,273−1.6% | Reduced |
| Los Angeles Capital Management LLC | 141,104 | $6.07M | 0.02% | −167−0.1% | Reduced |
| Woodline Partners LP | 141,651 | $6.09M | 0.03% | +30,474+27.4% | Added |
| Advisory Services Network, LLC | 140,086 | $6.12M | 0.10% | −14,858−9.6% | Reduced |
| Oppenheimer & Co Inc | 142,500 | $6.13M | 0.08% | +4,224+3.1% | Added |
| Atlantic Union Bankshares Corp | 144,158 | $6.20M | 0.14% | +75,483+109.9% | Added |
| Concurrent Investment Advisors, LLC | 144,441 | $6.21M | 0.12% | +336+0.2% | Added |
| DRW Securities, LLC | 144,822 | $6.23M | 0.44% | +138,920+2,353.8% | Added |
| Harvest Portfolios Group Inc. | 145,210 | $6.24M | 0.15% | −1,611−1.1% | Reduced |
| State of Alaska, Department of Revenue | 147,083 | $6.32M | 0.07% | −7,100−4.6% | Reduced |
| CIBC World Markets Inc. | 148,451 | $6.38M | 0.01% | −34,260−18.8% | Reduced |
| Mutual of America Capital Management LLC | 150,185 | $6.46M | 0.07% | −2,852−1.9% | Reduced |
| Mackenzie Financial Corp | 151,711 | $6.52M | 0.01% | −1,137−0.7% | Reduced |
| Old Point Trust & Financial Services N A | 153,450 | $6.60M | 2.30% | −8,225−5.1% | Reduced |
| Alerus Financial NA | 153,849 | $6.61M | 0.48% | +10,955+7.7% | Added |
| Davis Selected Advisers | 155,845 | $6.70M | 0.04% | −586−0.4% | Reduced |
| Reliant Investment Partners, LLC | 156,293 | $6.72M | 5.86% | −1,978−1.2% | Reduced |
| Linscomb & Williams, Inc. | 158,329 | $6.81M | 0.31% | +5,525+3.6% | Added |
| Intact Investment Management Inc. | 159,700 | $6.87M | 0.23% | −38,500−19.4% | Reduced |
| Kingsview Wealth Management, LLC | 160,767 | $6.91M | 0.12% | +6,226+4.0% | Added |
| Alpha Omega Wealth Management LLC | 161,228 | $6.93M | 1.24% | +196+0.1% | Added |
| GWM Advisors LLC | 162,256 | $6.98M | 0.04% | −28,463−14.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 163,325 | $7.02M | 0.02% | +7,224+4.6% | Added |
| Nissay Asset Management Corp | 163,711 | $7.04M | 0.04% | +1,962+1.2% | Added |
| Zions Bancorporation, National Association | 163,904 | $7.05M | 0.38% | −1,802−1.1% | Reduced |
| Pathstone Holdings, LLC | 164,510 | $7.07M | 0.03% | +1,670+1.0% | Added |
| CIBC World Markets Corp | 164,791 | $7.08M | 0.05% | +5,536+3.5% | Added |
| Continental Advisors LLC | 165,172 | $7.10M | 5.08% | +5,522+3.5% | Added |
| Empowered Funds, LLC | 165,271 | $7.11M | 0.08% | +28,066+20.5% | Added |
| Highland Capital Management, LLC | 165,569 | $7.12M | 0.39% | −2,284−1.4% | Reduced |
| Janus Henderson Group PLC | 166,484 | $7.16M | 0.00% | −79,127−32.2% | Reduced |
| Millennium Management LLC | 167,910 | $7.22M | 0.01% | −2,441,062−93.6% | Reduced |
| Public Employees Retirement Association of Colorado | 167,972 | $7.22M | 0.03% | −10,251−5.8% | Reduced |
| Regions Financial Corp | 168,825 | $7.26M | 0.05% | −10,442−5.8% | Reduced |
| NTV Asset Management LLC | 169,701 | $7.30M | 0.87% | −3,235−1.9% | Reduced |
| Ethic Inc. | 171,693 | $7.32M | 0.13% | −2,767−1.6% | Reduced |
| Diversified Trust Co | 171,445 | $7.37M | 0.16% | −1,468−0.8% | Reduced |
| Argent Trust Co | 171,598 | $7.38M | 0.28% | +5,390+3.2% | Added |
| AustralianSuper Pty Ltd | 172,622 | $7.42M | 0.04% | +172,622 | New |
| Socorro Asset Management LP | 173,365 | $7.45M | 2.49% | −17,103−9.0% | Reduced |
| Boston Common Asset Management, LLC | 175,058 | $7.53M | 0.21% | −45,156−20.5% | Reduced |
| M&T Bank Corp | 175,555 | $7.55M | 0.03% | +4,702+2.8% | Added |
| Logan Capital Management Inc | 177,229 | $7.62M | 0.35% | −13,497−7.1% | Reduced |
| New York Life Investment Management LLC | 178,061 | $7.65M | 0.07% | +2,109+1.2% | Added |
| Yousif Capital Management, LLC | 179,759 | $7.73M | 0.08% | −1,598−0.9% | Reduced |
| Ibex Wealth Advisors | 180,528 | $7.76M | 0.83% | +3,766+2.1% | Added |
| Huber Capital Management LLC | 181,464 | $7.80M | 1.33% | +50,000+38.0% | Added |
| Avantax Advisory Services, Inc. | 182,978 | $7.87M | 0.04% | +18,057+10.9% | Added |
| Freemont Management S.A. | 187,500 | $8.06M | 1.33% | +44,000+30.7% | Added |
| Northern Oak Wealth Management Inc | 188,123 | $8.09M | 1.02% | −740.0% | Reduced |
| Cresset Asset Management, LLC | 189,199 | $8.13M | 0.04% | −20,440−9.8% | Reduced |
| Arkadios Wealth Advisors | 190,599 | $8.19M | 0.25% | +15,436+8.8% | Added |
| Mercer Global Advisors Inc | 191,025 | $8.21M | 0.02% | +8,717+4.8% | Added |
| Xponance, Inc. | 191,240 | $8.22M | 0.07% | +4,105+2.2% | Added |
| Rowland & Co Investment Counsel | 192,531 | $8.28M | 1.71% | −2,147−1.1% | Reduced |
| Horizon Investments, LLC | 197,759 | $8.40M | 0.13% | +172,508+683.2% | Added |
| Daiwa Securities Group Inc. | 196,280 | $8.44M | 0.03% | +8,577+4.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 198,046 | $8.51M | 0.08% | +4,222+2.2% | Added |
| Nearwater Capital Markets, Ltd | 200,000 | $8.60M | 0.14% | −30,044−13.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 200,385 | $8.61M | 0.08% | +4,910+2.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 200,899 | $8.64M | 0.08% | +20,533+11.4% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 202,070 | $8.69M | 0.15% | +41,070+25.5% | Added |
| Assetmark, Inc | 204,210 | $8.78M | 0.02% | +89,477+78.0% | Added |
| Hunter Perkins Capital Management, LLC | 204,272 | $8.78M | 2.08% | +870+0.4% | Added |
| Jefferies Financial Group Inc. | 204,627 | $8.80M | 0.15% | +204,627 | New |
| Cardinal Capital Management | 205,319 | $8.83M | 1.30% | +6,506+3.3% | Added |
| British Columbia Investment Management Corp | 206,060 | $8.86M | 0.05% | −47,819−18.8% | Reduced |
| USS Investment Management Ltd | 206,926 | $8.89M | 0.06% | +5,957+3.0% | Added |
| Korea Investment CORP | 210,720 | $9.06M | 0.02% | −370,301−63.7% | Reduced |
| Wealthcare Advisory Partners LLC | 211,369 | $9.09M | 0.21% | −19,335−8.4% | Reduced |
| First National Trust Co | 212,874 | $9.15M | 0.34% | −1,155−0.5% | Reduced |
| Maltese Capital Management LLC | 215,000 | $9.24M | 1.30% | +40,000+22.9% | Added |