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.
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 | 1,706 | $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 |
|---|---|---|---|---|---|
| Howard Hughes Medical Institute | 284 | $12.2K | 0.00% | +284 | New |
| Fortitude Family Office, LLC | 294 | $12.6K | 0.00% | +114+63.3% | Added |
| Old Second National Bank of Aurora | 300 | $12.9K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 300 | $12.9K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $12.9K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $12.9K | 0.01% | +300 | New |
| Solstein Capital, LLC | 311 | $13.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 319 | $13.7K | 0.00% | +185+138.1% | Added |
| Armstrong Advisory Group, Inc | 320 | $13.8K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 324 | $13.9K | 0.00% | −54−14.3% | Reduced |
| Orion Capital Management LLC | 328 | $14.1K | 0.01% | +4+1.2% | Added |
| Hanson & Doremus Investment Management | 356 | $15.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $15.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 360 | $15.5K | 0.00% | +54+17.6% | Added |
| Maryland Capital Advisors Inc. | 372 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 377 | $16.2K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 379 | $16.3K | 0.01% | +5+1.3% | Added |
| Richard W. Paul & Associates, LLC | 383 | $16.5K | 0.01% | +9+2.4% | Added |
| Strengthening Families & Communities, LLC | 383 | $16.5K | 0.01% | +383 | New |
| Monetary Management Group Inc | 388 | $16.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 388 | $16.7K | 0.01% | +135+53.4% | Added |
| Edmond de Rothschild Holding S.A. | 403 | $17.3K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 417 | $17.9K | 0.01% | +4+1.0% | Added |
| Rialto Wealth Management, LLC | 418 | $18.0K | 0.01% | +73+21.2% | Added |
| TD Capital Management LLC | 424 | $18.2K | 0.00% | +1+0.2% | Added |
| Maseco LLP | 424 | $18.2K | 0.00% | +424 | New |
| McIlrath & Eck, LLC | 427 | $18.4K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 456 | $19.6K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 485 | $20.0K | 0.01% | −113−18.9% | Reduced |
| Opal Wealth Advisors, LLC | 479 | $20.6K | 0.01% | −14−2.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 498 | $21.4K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 500 | $21.5K | 0.00% | +57+12.9% | Added |
| Sierra Ocean, LLC | 508 | $21.9K | 0.02% | −391−43.5% | Reduced |
| AllSquare Wealth Management LLC | 513 | $22.1K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 524 | $22.5K | 0.01% | −1,316−71.5% | Reduced |
| Peoples Financial Services Corp. | 568 | $24.4K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 570 | $24.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 574 | $24.7K | 0.01% | −5−0.9% | Reduced |
| Navigoe, LLC | 600 | $25.0K | 0.02% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 600 | $25.8K | 0.02% | 00.0% | Unchanged |
| Motco | 591 | $25.8K | 0.00% | −207−25.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $26.0K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 610 | $26.2K | 0.01% | +610 | New |
| Loomis Sayles & Co L P | 612 | $26.3K | 0.00% | −14,361−95.9% | Reduced |
| Capital A Wealth Management, LLC | 735 | $27.1K | 0.31% | +678+1,189.5% | Added |
| Financial Perspectives, Inc | 637 | $27.4K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 641 | $27.6K | 0.02% | +32+5.3% | Added |
| Aspect Partners, LLC | 643 | $27.6K | 0.01% | +268+71.5% | Added |
| Rosenberg Matthew Hamilton | 668 | $28.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 675 | $29.0K | 0.02% | −1,378−67.1% | Reduced |
| Princeton Global Asset Management LLC | 696 | $29.9K | 0.01% | +696 | New |
| Winch Advisory Services, LLC | 697 | $29.9K | 0.01% | +10+1.5% | Added |
| Atlantic Private Wealth, LLC | 715 | $30.7K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 743 | $31.9K | 0.01% | −387−34.2% | Reduced |
| Optiver Holding B.V. | 747 | $32.1K | 0.00% | +747 | New |
| CBIZ Investment Advisory Services, LLC | 780 | $33.5K | 0.00% | +521+201.2% | Added |
| Sachetta, LLC | 784 | $33.7K | 0.01% | +35+4.7% | Added |
| Rise Advisors, LLC | 791 | $34.0K | 0.01% | +9+1.2% | Added |
| Ramirez Asset Management, Inc. | 800 | $34.4K | 0.01% | +300+60.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 815 | $35.9K | 0.01% | +815 | New |
| Horizons Wealth Management | 853 | $36.7K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $36.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 859 | $36.9K | 0.01% | −1,200−58.3% | Reduced |
| Leonteq Securities AG | 861 | $37.0K | 0.00% | −501−36.8% | Reduced |
| Clear Street Markets LLC | 882 | $37.9K | 0.01% | +882 | New |
| Hemington Wealth Management | 929 | $39.0K | 0.01% | −50−5.1% | Reduced |
| Winthrop Capital Management, LLC | 914 | $39.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 931 | $40.0K | 0.00% | −865−48.2% | Reduced |
| Beacon Capital Management, LLC | 942 | $40.5K | 0.01% | −223−19.1% | Reduced |
| Flagship Wealth Advisors, LLC | 961 | $41.3K | 0.02% | +961 | New |
| Pin Oak Investment Advisors Inc | 1,069 | $43.0K | 0.04% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,018 | $43.8K | 0.01% | +670+192.5% | Added |
| TCTC Holdings, LLC | 1,023 | $44.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,066 | $45.8K | 0.00% | −163−13.3% | Reduced |
| Meeder Asset Management Inc | 1,069 | $46.0K | 0.00% | +195+22.3% | Added |
| Paradigm Asset Management Co LLC | 1,083 | $46.6K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,092 | $47.0K | 0.00% | +955+697.1% | Added |
| Washington Trust Advisors, Inc. | 1,094 | $47.0K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,144 | $49.2K | 0.03% | −223−16.3% | Reduced |
| Optimum Investment Advisors | 1,153 | $49.6K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,169 | $50.3K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,235 | $53.1K | 0.02% | +9+0.7% | Added |
| Burkett Financial Services, LLC | 1,241 | $53.3K | 0.02% | −4−0.3% | Reduced |
| Horizon Bancorp Inc | 1,305 | $56.0K | 0.03% | −2,718−67.6% | Reduced |
| Pinney & Scofield, Inc. | 1,310 | $56.3K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,340 | $57.6K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,353 | $58.2K | 0.01% | +7+0.5% | Added |
| Capula Management Ltd | 1,358 | $58.4K | 0.00% | +1,358 | New |
| Catalyst Capital Advisors LLC | 1,360 | $58.5K | 0.00% | +1,360 | New |
| Mechanics Financial Corp | 1,375 | $59.1K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,388 | $59.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $62.3K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,500 | $64.5K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,542 | $66.3K | 0.02% | −217−12.3% | Reduced |
| Headlands Technologies LLC | 1,563 | $67.2K | 0.01% | +119+8.2% | Added |
| Stephens Consulting, LLC | 1,584 | $68.1K | 0.02% | +29+1.9% | Added |
| Kiker Wealth Management, LLC | 1,605 | $69.0K | 0.04% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,632 | $70.1K | 0.02% | +1,100+206.8% | Added |
| Investment Research & Advisory Group, Inc. | 1,643 | $70.6K | 0.03% | +216+15.1% | Added |
| Versant Capital Management, Inc | 1,709 | $73.5K | 0.01% | −1,499−46.7% | Reduced |