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 |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 1,695 | $74.9K | 0.05% | −50−2.9% | Reduced |
| Aventura Private Wealth, LLC | 1,790 | $77.0K | 0.03% | −312−14.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,819 | $78.0K | 0.00% | −1,008−35.7% | Reduced |
| Essential Partners LLC | 1,868 | $80.3K | 0.03% | +1,868 | New |
| AdvisorNet Financial, Inc | 1,925 | $82.8K | 0.01% | −705−26.8% | Reduced |
| Smithfield Trust Co | 1,970 | $84.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 1,929 | $84.3K | 0.04% | +500+35.0% | Added |
| IMA Wealth, Inc. | 1,961 | $84.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,991 | $86.0K | 0.00% | +632+46.5% | Added |
| Nemes Rush Group LLC | 2,018 | $86.8K | 0.01% | −847−29.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,043 | $88.0K | 0.01% | +215+11.8% | Added |
| SOA Wealth Advisors, LLC. | 2,079 | $89.4K | 0.02% | −779−27.3% | Reduced |
| Abound Wealth Management | 2,089 | $89.8K | 0.03% | +1,199+134.7% | Added |
| Capital Advisors, Ltd. LLC | 2,088 | $90.0K | 0.01% | +129+6.6% | Added |
| Golden State Wealth Management, LLC | 2,117 | $91.0K | 0.01% | −51−2.4% | Reduced |
| Gables Capital Management Inc. | 2,171 | $93.3K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,175 | $93.5K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,208 | $95.8K | 0.01% | −261−10.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,246 | $96.6K | 0.03% | −575−20.4% | Reduced |
| Hughes Financial Services, LLC | 2,254 | $96.9K | 0.02% | −38−1.7% | Reduced |
| Private Wealth Asset Management, LLC | 2,282 | $98.1K | 0.01% | −29−1.3% | Reduced |
| South Plains Financial, Inc. | 2,315 | $99.5K | 0.07% | +270+13.2% | Added |
| Clear Investment Research, LLC | 2,360 | $101.5K | 0.13% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,430 | $104.5K | 0.02% | 00.0% | Unchanged |
| Curat Global, LLC | 2,443 | $105.0K | 0.10% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,483 | $106.7K | 0.07% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,491 | $107.1K | 0.00% | −14−0.6% | Reduced |
| Proffitt & Goodson Inc | 2,565 | $110.3K | 0.02% | +149+6.2% | Added |
| Silvant Capital Management LLC | 2,587 | $111.2K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 74,770 | $113.0K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 2,712 | $116.6K | 0.15% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,861 | $123.0K | 0.02% | +1,015+55.0% | Added |
| Caldwell Sutter Capital, Inc. | 2,924 | $125.7K | 0.06% | −129−4.2% | Reduced |
| Boyd Watterson Asset Management LLC | 2,999 | $128.9K | 0.04% | +146+5.1% | Added |
| Wellington Shields & Co., LLC | 3,000 | $129.0K | 0.04% | −1,000−25.0% | Reduced |
| Viking Fund Management LLC | 3,000 | $129.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 3,000 | $129.0K | 0.03% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3,022 | $129.9K | 0.06% | +3,020+151,000.0% | Added |
| Mount Yale Investment Advisors, LLC | 3,131 | $134.6K | 0.01% | +3,131 | New |
| Carderock Capital Management Inc | 3,137 | $134.9K | 0.03% | +3,137 | New |
| Binnacle Investments Inc | 3,182 | $136.8K | 0.09% | +138+4.5% | Added |
| Deseret Mutual Benefit Administrators | 3,234 | $139.0K | 0.07% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,401 | $146.2K | 0.08% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,403 | $146.3K | 0.66% | −142−4.0% | Reduced |
| Hartford Financial Management Inc. | 3,449 | $148.3K | 0.04% | 00.0% | Unchanged |
| Investment Management Corp | 3,459 | $148.7K | 0.13% | +141+4.2% | Added |
| Onefund, LLC | 3,487 | $150.0K | 0.11% | +3,487 | New |
| Fairscale Capital, LLC | 3,503 | $153.1K | 0.11% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,493 | $154.3K | 0.00% | +379+12.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,696 | $158.9K | 0.09% | −47−1.3% | Reduced |
| Johnson Financial Group, Inc. | 3,711 | $159.5K | 0.01% | +2,112+132.1% | Added |
| Bruce G. Allen Investments, LLC | 3,780 | $162.5K | 0.12% | +47+1.3% | Added |
| Manchester Capital Management LLC | 3,869 | $166.3K | 0.02% | −29−0.7% | Reduced |
| MUFG Securities EMEA plc | 3,877 | $166.7K | 0.01% | +3,877 | New |
| MV Capital Management, Inc. | 3,912 | $168.2K | 0.02% | +496+14.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,048 | $174.0K | 0.00% | −99,680−96.1% | Reduced |
| Cromwell Holdings LLC | 4,108 | $176.6K | 0.11% | 00.0% | Unchanged |
| Grove Bank & Trust | 4,112 | $176.8K | 0.02% | −212−4.9% | Reduced |
| LRI Investments, LLC | 4,179 | $179.7K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,184 | $179.9K | 0.01% | −3,204−43.4% | Reduced |
| Ameritas Advisory Services, LLC | 4,222 | $181.5K | 0.01% | +4,222 | New |
| Newbridge Financial Services Group, Inc. | 4,255 | $182.9K | 0.03% | +273+6.9% | Added |
| Accordant Advisory Group Inc | 4,299 | $184.8K | 0.14% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4,299 | $184.8K | 0.14% | +4,258+10,385.4% | Added |
| CNB Bank | 4,357 | $187.3K | 0.09% | −1,183−21.4% | Reduced |
| Eastern Bank | 4,359 | $187.4K | 0.00% | −500−10.3% | Reduced |
| American Capital Advisory, LLC | 4,506 | $193.7K | 0.10% | +30+0.7% | Added |
| Creekmur Asset Management LLC | 4,580 | $196.9K | 0.03% | +1,040+29.4% | Added |
| Bayforest Capital Ltd | 4,599 | $197.7K | 0.09% | +4,363+1,848.7% | Added |
| Sentry Investment Management LLC | 4,387 | $199.0K | 0.11% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 4,694 | $201.8K | 0.06% | +4,694 | New |
| Bollard Group LLC | 4,704 | $202.0K | 0.00% | +282+6.4% | Added |
| Future Financial Wealth Managment LLC | 4,700 | $202.1K | 0.14% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 4,740 | $203.8K | 0.14% | −463−8.9% | Reduced |
| Chicago Capital, LLC | 4,762 | $204.7K | 0.01% | +4,762 | New |
| Sandhill Capital Partners LLC | 4,766 | $204.9K | 0.01% | −77,611−94.2% | Reduced |
| Providence Capital Advisors, LLC | 4,775 | $205.3K | 0.04% | −300−5.9% | Reduced |
| Exchange Traded Concepts, LLC | 4,792 | $206.0K | 0.00% | +1,906+66.0% | Added |
| Parsonex Advisory Services, Inc. | 4,792 | $206.0K | 0.17% | +4,792 | New |
| Nomura Holdings Inc | 4,805 | $206.6K | 0.00% | −36,739−88.4% | Reduced |
| Colton Groome Financial Advisors, LLC | 4,846 | $208.3K | 0.07% | +4,846 | New |
| Central Trust Co | 4,848 | $208.4K | 0.00% | −597−11.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,848 | $208.4K | 0.01% | +4,848 | New |
| LexAurum Advisors, LLC | 4,854 | $208.7K | 0.03% | −51−1.0% | Reduced |
| Avestar Capital, LLC | 4,855 | $208.7K | 0.02% | −334−6.4% | Reduced |
| Davis R M Inc | 4,861 | $209.0K | 0.00% | −3,474−41.7% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $210.0K | 0.09% | 00.0% | Unchanged |
| Philadelphia Trust Co | 4,917 | $211.0K | 0.02% | −290−5.6% | Reduced |
| City Center Advisors, LLC | 4,950 | $212.8K | 0.23% | +4,950 | New |
| PFW Advisors LLC | 4,951 | $212.8K | 0.07% | −273−5.2% | Reduced |
| Joel Isaacson & Co., LLC | 4,952 | $212.9K | 0.01% | −228−4.4% | Reduced |
| LongView Wealth Management | 4,954 | $213.0K | 0.06% | −21−0.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,958 | $213.1K | 0.06% | −9−0.2% | Reduced |
| High Net Worth Advisory Group LLC | 4,960 | $213.2K | 0.06% | −517−9.4% | Reduced |
| Northstar Asset Management LLC | 5,000 | $214.9K | 0.05% | −2,193−30.5% | Reduced |
| Payne Capital Management, LLC | 5,000 | $214.9K | 0.08% | +5,000 | New |
| Gsa Capital Partners LLP | 5,001 | $215.0K | 0.02% | −15,611−75.7% | Reduced |
| New Wave Wealth Advisors LLC | 5,042 | $216.8K | 0.09% | −21−0.4% | Reduced |
| Element Wealth, LLC | 5,043 | $216.8K | 0.10% | −226−4.3% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,044 | $216.8K | 0.11% | +5,044 | New |