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 |
|---|---|---|---|---|---|
| Good Steward Wealth Advisors,LLC | 5,051 | $217.1K | 0.17% | −4,941−49.4% | Reduced |
| Net Worth Advisory Group | 5,061 | $217.6K | 0.05% | +5,061 | New |
| Spirepoint Private Client, LLC | 5,071 | $218.0K | 0.02% | +5+0.1% | Added |
| Ambassador Advisors, LLC | 5,084 | $218.6K | 0.03% | 00.0% | Unchanged |
| Shayne & Co., LLC | 5,084 | $218.6K | 0.07% | −20.0% | Reduced |
| 1776 Wealth LLC | 5,100 | $219.2K | 0.09% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,146 | $221.2K | 0.01% | +776+17.8% | Added |
| SC&H Financial Advisors, Inc. | 5,183 | $222.8K | 0.04% | −150−2.8% | Reduced |
| Tennessee Valley Asset Management Partners | 5,200 | $223.5K | 0.06% | −1,026−16.5% | Reduced |
| Great Valley Advisor Group, Inc. | 5,204 | $223.6K | 0.00% | −428−7.6% | Reduced |
| TradeWell Securities, LLC. | 5,203 | $223.7K | 0.11% | +54+1.0% | Added |
| Norden Group LLC | 5,206 | $223.8K | 0.02% | −1,442−21.7% | Reduced |
| M. Kulyk & Associates, LLC | 5,210 | $224.0K | 0.05% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,218 | $224.3K | 0.06% | −621−10.6% | Reduced |
| Baron Wealth Management LLC | 5,256 | $226.0K | 0.08% | +315+6.4% | Added |
| Harbour Investments, Inc. | 5,274 | $226.7K | 0.01% | +9+0.2% | Added |
| Gries Financial LLC | 5,274 | $226.7K | 0.04% | +5,274 | New |
| Paragon Capital Management Ltd | 5,274 | $226.7K | 0.04% | −1,916−26.6% | Reduced |
| Waldron Private Wealth LLC | 5,275 | $226.8K | 0.01% | +17+0.3% | Added |
| Capital Analysts, LLC | 5,278 | $227.0K | 0.01% | −236−4.3% | Reduced |
| WealthTrust Axiom LLC | 5,301 | $227.9K | 0.07% | −4,510−46.0% | Reduced |
| Conning Inc. | 5,312 | $228.4K | 0.01% | −4,580−46.3% | Reduced |
| Atlantic Family Wealth, LLC | 5,318 | $228.6K | 0.20% | −20−0.4% | Reduced |
| Yeomans Consulting Group, Inc. | 5,178 | $228.9K | 0.09% | +116+2.3% | Added |
| Silverlake Wealth Management LLC | 5,335 | $229.3K | 0.07% | +5,335 | New |
| TrueWealth Advisors, LLC | 5,335 | $229.4K | 0.07% | +371+7.5% | Added |
| Harmony Asset Management LLC | 5,355 | $230.2K | 0.09% | +5,355 | New |
| Smith, Moore & Co. | 5,364 | $230.6K | 0.02% | +8+0.1% | Added |
| Mountain Pacific Investment Advisers Inc | 5,366 | $230.7K | 0.02% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 5,400 | $232.1K | 0.16% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 5,475 | $235.4K | 0.07% | 00.0% | Unchanged |
| Consolidated Planning Corp | 5,488 | $235.9K | 0.03% | +5,488 | New |
| Souders Financial Advisors | 5,496 | $236.3K | 0.03% | +5,496 | New |
| Transamerica Financial Advisors, Inc. | 5,496 | $236.3K | 0.02% | −250−4.4% | Reduced |
| Madison Asset Management, LLC | 5,500 | $236.4K | 0.00% | 00.0% | Unchanged |
| Next Level Private LLC | 5,527 | $237.6K | 0.08% | +81+1.5% | Added |
| Parcion Private Wealth LLC | 5,527 | $237.6K | 0.02% | −140,424−96.2% | Reduced |
| Evoke Wealth, LLC | 5,543 | $238.3K | 0.01% | +5,543 | New |
| Cannon Wealth Management Services, LLC | 5,559 | $239.0K | 0.20% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,585 | $239.0K | 0.00% | −6,534−53.9% | Reduced |
| Continuum Advisory, LLC | 5,562 | $239.1K | 0.03% | −4,003−41.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 5,582 | $240.0K | 0.06% | +7+0.1% | Added |
| Muirfield Wealth Advisors LLC | 5,603 | $240.9K | 0.19% | +73+1.3% | Added |
| Allegiance Financial Group Advisory Services LLC | 5,604 | $240.9K | 0.06% | +5,604 | New |
| Heartwood Wealth Advisors LLC | 5,612 | $241.3K | 0.03% | −1,086−16.2% | Reduced |
| BLB&B Advisors, LLC | 5,628 | $242.0K | 0.01% | −5,412−49.0% | Reduced |
| Smith Thornton Advisors LLC | 5,669 | $243.7K | 0.14% | +60+1.1% | Added |
| Victory Financial Group, LLC | 5,679 | $244.1K | 0.04% | +5,679 | New |
| Integrated Investment Consultants, LLC | 5,701 | $245.1K | 0.05% | +5,701 | New |
| Ashton Thomas Private Wealth, LLC | 5,713 | $245.6K | 0.01% | −442−7.2% | Reduced |
| Peak Planning Group, LLC | 5,722 | $246.0K | 0.16% | +5,722 | New |
| Lafayette Investments, Inc. | 5,727 | $246.2K | 0.05% | +5,727 | New |
| Prossimo Advisors, LLC | 5,744 | $247.0K | 0.20% | +5,744 | New |
| Fortress Wealth Group, LLC | 5,694 | $247.2K | 0.12% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 5,779 | $248.5K | 0.01% | +5,779 | New |
| Arbor Investment Advisors, LLC | 5,794 | $249.1K | 0.03% | +64+1.1% | Added |
| L2 Asset Management, LLC | 5,797 | $249.2K | 0.04% | +174+3.1% | Added |
| Evermay Wealth Management LLC | 5,805 | $249.6K | 0.03% | −150−2.5% | Reduced |
| Cape Investment Advisory, Inc. | 5,811 | $249.8K | 0.09% | +521+9.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,811 | $249.8K | 0.01% | −14,977−72.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,814 | $249.9K | 0.02% | −103−1.7% | Reduced |
| Court Place Advisors, LLC | 5,822 | $250.3K | 0.08% | +5,822 | New |
| Patton Fund Management, Inc. | 5,846 | $251.3K | 0.06% | +5,846 | New |
| Family Legacy, Inc. | 5,870 | $252.4K | 0.08% | 00.0% | Unchanged |
| David Loasby | 5,881 | $252.6K | 0.02% | −9,008−60.5% | Reduced |
| GeoWealth Management, LLC | 5,879 | $252.7K | 0.01% | +577+10.9% | Added |
| Everstar Asset Management, LLC | 5,908 | $254.0K | 0.15% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,897 | $254.0K | 0.08% | −136−2.3% | Reduced |
| WBH Advisory Inc | 5,910 | $254.1K | 0.02% | −464−7.3% | Reduced |
| Klingenstein Fields & Co LP | 5,912 | $254.2K | 0.01% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 5,933 | $255.1K | 0.12% | −3,047−33.9% | Reduced |
| Timonier Family Office, LTD. | 5,941 | $255.4K | 0.10% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 5,968 | $256.6K | 0.13% | +39+0.7% | Added |
| SummitTX Capital, L.P. | 5,973 | $256.8K | 0.01% | −7,108−54.3% | Reduced |
| D'Orazio & Associates, Inc. | 5,976 | $256.9K | 0.04% | +181+3.1% | Added |
| Avaii Wealth Management, LLC | 6,000 | $257.9K | 0.11% | −102−1.7% | Reduced |
| Apexium Financial, LP | 6,018 | $258.7K | 0.01% | +587+10.8% | Added |
| Capital Square, LLC | 5,697 | $258.8K | 0.14% | +29+0.5% | Added |
| Rakuten Securities, Inc. | 6,035 | $259.4K | 0.10% | +10.0% | Added |
| Frederick Financial Consultants, LLC | 6,035 | $259.5K | 0.16% | +31+0.5% | Added |
| Beverly Hills Private Wealth, LLC | 6,039 | $259.6K | 0.05% | −1,405−18.9% | Reduced |
| VSM Wealth Advisory, LLC | 6,045 | $259.9K | 0.09% | +1,115+22.6% | Added |
| Castleview Partners, LLC | 6,066 | $260.8K | 0.17% | +399+7.0% | Added |
| Genesis Private Wealth, LLC | 6,098 | $262.2K | 0.12% | +800+15.1% | Added |
| GTS Securities LLC | 6,118 | $263.0K | 0.01% | −24,465−80.0% | Reduced |
| Kestra Investment Management, LLC | 6,192 | $264.2K | 0.00% | +5,096+465.0% | Added |
| Quotient Wealth Partners, LLC | 6,198 | $266.4K | 0.01% | −539−8.0% | Reduced |
| Armis Advisers, LLC | 5,868 | $266.6K | 0.02% | +5,868 | New |
| MBB Public Markets I LLC | 6,236 | $268.1K | 0.03% | −1,452−18.9% | Reduced |
| Peachtree Investment Partners, LLC | 6,249 | $268.6K | 0.10% | −180−2.8% | Reduced |
| United Community Bank | 6,292 | $270.5K | 0.09% | −586−8.5% | Reduced |
| Empower Advisory Group, LLC | 6,304 | $271.0K | 0.00% | −22,839−78.4% | Reduced |
| Mather Group, LLC. | 6,305 | $271.1K | 0.00% | −147−2.3% | Reduced |
| Calton & Associates, Inc. | 6,326 | $272.0K | 0.05% | −247−3.8% | Reduced |
| Alta Advisers Ltd | 6,350 | $273.0K | 0.10% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 6,356 | $273.2K | 0.10% | +6,356 | New |
| CVA Family Office, LLC | 6,364 | $273.6K | 0.04% | +207+3.4% | Added |
| 1620 Investment Advisors, Inc. | 6,368 | $273.8K | 0.19% | +258+4.2% | Added |
| ARS Wealth Advisors Group, LLC | 6,399 | $275.1K | 0.03% | +27+0.4% | Added |
| Machina Capital S.A.S. | 6,414 | $275.7K | 0.06% | +6,414 | New |