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 |
|---|---|---|---|---|---|
| Lantz Financial LLC | 6,441 | $276.9K | 0.07% | +343+5.6% | Added |
| Platform Technology Partners | 6,447 | $277.1K | 0.07% | +6,447 | New |
| Cary Street Partner Investment Advisory LLC | 6,499 | $279.4K | 0.14% | +3,353+106.6% | Added |
| Canton Hathaway, LLC | 6,516 | $280.0K | 0.06% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,517 | $280.2K | 0.03% | −813−11.1% | Reduced |
| Capstone Investment Advisors, LLC | 6,544 | $281.3K | 0.00% | +12+0.2% | Added |
| West Family Investments, Inc. | 6,569 | $282.4K | 0.07% | +1,313+25.0% | Added |
| Sapient Capital LLC | 6,599 | $283.7K | 0.01% | −120−1.8% | Reduced |
| Meridian Financial Partners LLC | 6,612 | $284.0K | 0.13% | −75−1.1% | Reduced |
| Regal Investment Advisors LLC | 6,616 | $284.4K | 0.02% | +6,616 | New |
| PDS Planning, Inc | 6,620 | $284.6K | 0.02% | +6,620 | New |
| Wagner Wealth Management, LLC | 6,623 | $284.7K | 0.06% | −7−0.1% | Reduced |
| Journey Strategic Wealth LLC | 6,624 | $284.8K | 0.01% | +1,362+25.9% | Added |
| Convergence Financial, LLC | 6,664 | $286.5K | 0.05% | −217−3.2% | Reduced |
| Cornerstone Management, Inc. | 6,678 | $287.1K | 0.05% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 6,691 | $287.6K | 0.04% | +53+0.8% | Added |
| Councilmark Asset Management, LLC | 6,692 | $287.7K | 0.18% | +42+0.6% | Added |
| Whipplewood Advisors, LLC | 6,740 | $289.8K | 0.16% | −375−5.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,383 | $290.7K | 0.20% | +10.0% | Added |
| Skopos Labs, Inc. | 6,774 | $291.2K | 0.04% | +3,206+89.9% | Added |
| Main Street Financial Solutions, LLC | 6,783 | $291.6K | 0.02% | +1,134+20.1% | Added |
| Caldwell Trust Co | 6,822 | $293.3K | 0.03% | +73+1.1% | Added |
| Lido Advisors, LLC | 6,830 | $293.6K | 0.00% | −95,659−93.3% | Reduced |
| Fonville Wealth Management LLC | 6,841 | $294.1K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,872 | $295.4K | 0.01% | −13,298−65.9% | Reduced |
| Bridgewater Advisors Inc. | 7,277 | $296.3K | 0.02% | +477+7.0% | Added |
| SkyView Investment Advisors, LLC | 6,984 | $298.0K | 0.04% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 6,936 | $298.2K | 0.01% | −2,474−26.3% | Reduced |
| FIL Ltd | 6,938 | $298.3K | 0.00% | +6,938 | New |
| Aegis Wealth Management LLC | 7,276 | $299.4K | 0.18% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 6,993 | $300.6K | 0.35% | +10.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 7,045 | $302.9K | 0.34% | +30.0% | Added |
| Select Asset Management & Trust | 7,097 | $305.0K | 0.10% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,096 | $305.0K | 0.02% | +1,639+30.0% | Added |
| Waddell & Associates, LLC | 7,134 | $306.7K | 0.03% | +1,333+23.0% | Added |
| Apella Capital, LLC | 6,798 | $307.0K | 0.01% | −503−6.9% | Reduced |
| Lyell Wealth Management, LP | 7,143 | $307.1K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 7,172 | $308.3K | 0.00% | −1,835−20.4% | Reduced |
| Haverford Trust Co | 7,215 | $310.2K | 0.00% | −536−6.9% | Reduced |
| Perpetual Ltd | 7,250 | $311.7K | 0.00% | −3,601−33.2% | Reduced |
| Biltmore Family Office, LLC | 7,274 | $312.7K | 0.05% | +324+4.7% | Added |
| Fukoku Mutual Life Insurance Co | 7,284 | $313.1K | 0.02% | −2,460−25.2% | Reduced |
| Quest Partners LLC | 7,304 | $314.0K | 0.03% | +2,058+39.2% | Added |
| Manske Wealth Management | 7,325 | $314.9K | 0.10% | −684−8.5% | Reduced |
| Birmingham Capital Management Co Inc | 7,400 | $318.1K | 0.14% | −335−4.3% | Reduced |
| Stone Point Wealth LLC | 7,400 | $318.1K | 0.10% | 00.0% | Unchanged |
| tru Independence LLC | 7,459 | $320.6K | 0.09% | +101+1.4% | Added |
| Enterprise Bank & Trust Co | 7,536 | $324.0K | 0.12% | +2,485+49.2% | Added |
| ForthRight Wealth Management, LLC | 7,616 | $327.4K | 0.10% | +20.0% | Added |
| Paradigm Financial Partners, LLC | 7,618 | $327.5K | 0.04% | −1,819−19.3% | Reduced |
| SG Americas Securities, LLC | 7,624 | $328.0K | 0.00% | −685,048−98.9% | Reduced |
| First United Bank Trust | 7,637 | $328.3K | 0.11% | −59−0.8% | Reduced |
| Morris Financial Concepts, Inc. | 7,688 | $330.5K | 0.13% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 7,709 | $331.4K | 0.05% | +325+4.4% | Added |
| Formidable Asset Management, LLC | 8,077 | $332.4K | 0.06% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 7,370 | $332.8K | 0.12% | +75+1.0% | Added |
| Clarius Group, LLC | 7,791 | $334.9K | 0.02% | −2,196−22.0% | Reduced |
| Abacus Planning Group, Inc. | 7,823 | $336.3K | 0.05% | −421−5.1% | Reduced |
| Tompkins Financial Corp | 7,857 | $337.8K | 0.03% | +195+2.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,878 | $338.7K | 0.02% | +386+5.2% | Added |
| Newman Dignan & Sheerar, Inc. | 7,968 | $342.5K | 0.08% | −1,348−14.5% | Reduced |
| Sage Mountain Advisors LLC | 7,969 | $342.6K | 0.02% | −1,246−13.5% | Reduced |
| Wynn Capital, LLC | 7,974 | $342.8K | 0.18% | −200−2.4% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $343.9K | 0.00% | 00.0% | Unchanged |
| Nwam LLC | 7,941 | $347.0K | 0.02% | −146−1.8% | Reduced |
| Chicago Partners Investment Group LLC | 7,576 | $347.1K | 0.01% | −598−7.3% | Reduced |
| BankPlus Wealth Management LLC | 8,090 | $347.7K | 0.23% | +180+2.3% | Added |
| LBMC Investment Advisors, LLC | 8,098 | $348.1K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 8,134 | $349.7K | 0.04% | −557−6.4% | Reduced |
| Institute for Wealth Management, LLC. | 8,136 | $349.8K | 0.04% | +20.0% | Added |
| Cim Investment Mangement Inc | 8,187 | $352.0K | 0.07% | −40−0.5% | Reduced |
| Aldebaran Financial Inc. | 8,211 | $353.0K | 0.39% | +500+6.5% | Added |
| Transcend Wealth Collective, LLC | 8,238 | $354.2K | 0.03% | +2,173+35.8% | Added |
| Founders Grove Wealth Partners, LLC | 8,239 | $354.2K | 0.09% | +41+0.5% | Added |
| Lazard Asset Management LLC | 8,291 | $356.0K | 0.00% | −1,003−10.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,308 | $357.1K | 0.01% | +66+0.8% | Added |
| Ti-Trust, Inc | 8,330 | $358.1K | 0.24% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 8,336 | $358.4K | 0.31% | +300+3.7% | Added |
| Ellevest, Inc. | 8,337 | $358.4K | 0.06% | −3,173−27.6% | Reduced |
| Aprio Wealth Management, LLC | 8,338 | $358.5K | 0.04% | +1,299+18.5% | Added |
| Cornerstone Advisors Asset Management, LLC | 8,369 | $359.8K | 0.07% | +88+1.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,385 | $360.5K | 0.04% | −50−0.6% | Reduced |
| Asset Dedication, LLC | 8,392 | $360.8K | 0.03% | +5,071+152.7% | Added |
| Spire Wealth Management | 8,402 | $361.2K | 0.01% | −6,257−42.7% | Reduced |
| IFP Advisors, Inc | 7,662 | $362.1K | 0.01% | −744−8.9% | Reduced |
| Cypress Wealth Services, LLC | 8,446 | $363.1K | 0.06% | +105+1.3% | Added |
| Clark Capital Management Group, Inc. | 8,449 | $363.2K | 0.00% | −564−6.3% | Reduced |
| Daymark Wealth Partners, LLC | 8,455 | $363.5K | 0.01% | +2,330+38.0% | Added |
| Pallas Capital Advisors LLC | 8,481 | $364.6K | 0.01% | −2,375−21.9% | Reduced |
| Clark Financial Services Group Inc | 8,538 | $367.0K | 0.23% | +64+0.8% | Added |
| Belpointe Asset Management LLC | 8,549 | $367.5K | 0.02% | −23,987−73.7% | Reduced |
| 1st Source Bank | 8,577 | $368.7K | 0.02% | +681+8.6% | Added |
| Hilton Capital Management, LLC | 8,614 | $370.3K | 0.03% | +8,614 | New |
| Phillips Wealth Planners LLC | 8,161 | $370.5K | 0.34% | +1,930+31.0% | Added |
| AA Financial Advisors, LLC | 8,625 | $370.8K | 0.08% | +8,625 | New |
| Valley National Advisers Inc | 8,633 | $371.0K | 0.06% | −925−9.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,643 | $371.6K | 0.03% | +168+2.0% | Added |
| Keystone Financial Group | 8,665 | $372.4K | 0.03% | +2,022+30.4% | Added |
| Dorsey & Whitney Trust CO LLC | 8,678 | $373.1K | 0.02% | +418+5.1% | Added |
| Howard Capital Management Inc. | 8,724 | $375.0K | 0.01% | +1,084+14.2% | Added |