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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 8,266 | $376.1K | 0.06% | +584+7.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,766 | $376.8K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 8,770 | $377.0K | 0.08% | +550+6.7% | Added |
| Avalon Trust Co | 8,775 | $377.2K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 8,820 | $379.0K | 0.00% | +1,904+27.5% | Added |
| Ballew Advisors, Inc | 8,323 | $379.0K | 0.22% | +14+0.2% | Added |
| Outfitter Financial LLC | 8,841 | $380.1K | 0.32% | −140−1.6% | Reduced |
| Ritholtz Wealth Management | 8,860 | $380.9K | 0.01% | +2,122+31.5% | Added |
| Arlington Trust Co LLC | 8,892 | $382.3K | 0.07% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 8,915 | $383.3K | 0.05% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 8,915 | $383.3K | 0.03% | −694−7.2% | Reduced |
| Crawford Investment Counsel Inc | 8,930 | $383.9K | 0.01% | −1,239−12.2% | Reduced |
| HHM Wealth Advisors, LLC | 8,942 | $384.4K | 0.05% | −5−0.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,953 | $384.9K | 0.14% | −154−1.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,007 | $387.2K | 0.03% | −273−2.9% | Reduced |
| Eagle Strategies LLC | 9,036 | $388.4K | 0.06% | +1,309+16.9% | Added |
| Everett Harris & Co | 9,080 | $390.3K | 0.01% | −53−0.6% | Reduced |
| Keudell/Morrison Wealth Management | 9,112 | $391.7K | 0.09% | 00.0% | Unchanged |
| Parthenon LLC | 9,112 | $391.7K | 0.04% | −43−0.5% | Reduced |
| American Assets Inc | 10,000 | $395.0K | 0.14% | 00.0% | Unchanged |
| Rede Wealth, LLC | 9,189 | $395.0K | 0.14% | +40.0% | Added |
| Cypress Capital Group | 9,217 | $396.2K | 0.05% | −445−4.6% | Reduced |
| Evergreen Capital Management LLC | 9,232 | $396.9K | 0.01% | −5,545−37.5% | Reduced |
| Summit Asset Management, LLC | 9,239 | $397.2K | 0.06% | +18+0.2% | Added |
| MTM Investment Management, LLC | 9,261 | $398.1K | 0.13% | +16+0.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,280 | $399.0K | 0.00% | −412−4.3% | Reduced |
| Park Place Capital Corp | 9,029 | $399.1K | 0.09% | −558−5.8% | Reduced |
| Greatmark Investment Partners, Inc. | 9,299 | $399.8K | 0.05% | +423+4.8% | Added |
| Toth Financial Advisory Corp | 9,319 | $400.6K | 0.05% | +122+1.3% | Added |
| Bingham Private Wealth, LLC | 9,323 | $400.8K | 0.38% | −824−8.1% | Reduced |
| Roxbury Financial LLC | 9,348 | $401.9K | 0.39% | −467−4.8% | Reduced |
| Colonial River Wealth Management, LLC | 8,902 | $405.0K | 0.17% | +357+4.2% | Added |
| LVW Advisors, LLC | 9,426 | $405.2K | 0.05% | −3,021−24.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 9,430 | $405.4K | 0.00% | −301−3.1% | Reduced |
| CX Institutional | 9,464 | $407.0K | 0.01% | +1,290+15.8% | Added |
| Kennebec Savings Bank | 9,516 | $409.1K | 0.40% | −447−4.5% | Reduced |
| Waycross Partners, LLC | 9,525 | $409.5K | 0.04% | +9,525 | New |
| International Private Wealth Advisors LLC | 9,538 | $410.0K | 0.35% | −258−2.6% | Reduced |
| 5T Wealth, LLC | 9,607 | $413.0K | 0.21% | +196+2.1% | Added |
| Rehmann Capital Advisory Group | 9,610 | $413.2K | 0.03% | −751−7.2% | Reduced |
| First Dallas Securities Inc. | 9,675 | $415.9K | 0.16% | +1,714+21.5% | Added |
| Southeast Asset Advisors Inc. | 9,765 | $419.8K | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 9,802 | $421.4K | 0.04% | +13+0.1% | Added |
| SageView Advisory Group, LLC | 9,347 | $421.5K | 0.02% | +2,110+29.2% | Added |
| HBK Sorce Advisory LLC | 9,837 | $422.9K | 0.01% | −2,778−22.0% | Reduced |
| Sowell Financial Services LLC | 9,869 | $424.3K | 0.02% | +166+1.7% | Added |
| Paragon Private Wealth Management, LLC | 9,870 | $424.3K | 0.17% | +2,604+35.8% | Added |
| Chancellor Financial Group WB LP | 9,946 | $427.6K | 0.33% | +1,550+18.5% | Added |
| Wilkins Investment Counsel Inc | 9,975 | $428.8K | 0.06% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 10,018 | $430.7K | 0.09% | −448−4.3% | Reduced |
| Hardy Reed LLC | 10,041 | $431.7K | 0.03% | +1,520+17.8% | Added |
| Taylor Hoffman Capital Management LLC | 10,067 | $432.8K | 0.15% | −121−1.2% | Reduced |
| Patriot Investment Management Inc. | 10,077 | $433.2K | 0.03% | +10,077 | New |
| Voleon Capital Management LP | 10,087 | $433.6K | 0.02% | +10,087 | New |
| Cassaday & Co Wealth Management LLC | 10,113 | $434.8K | 0.01% | +118+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 10,177 | $437.5K | 0.01% | +15+0.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,187 | $437.9K | 0.04% | 00.0% | Unchanged |
| MQS Management LLC | 10,203 | $438.6K | 0.24% | +10,203 | New |
| Hamilton Capital Partners Inc. | 10,227 | $439.7K | 0.02% | 00.0% | Unchanged |
| Successful Portfolios LLC | 10,294 | $442.5K | 0.27% | −67−0.6% | Reduced |
| MBL Wealth, LLC | 10,296 | $442.6K | 0.04% | −585−5.4% | Reduced |
| Rothschild Investment LLC | 10,313 | $443.4K | 0.03% | −353−3.3% | Reduced |
| Perigon Wealth Management, LLC | 10,314 | $443.4K | 0.01% | −377−3.5% | Reduced |
| SRS Capital Advisors, Inc. | 10,343 | $444.6K | 0.02% | −3,710−26.4% | Reduced |
| Centaurus Financial, Inc. | 10,448 | $449.0K | 0.03% | −13,663−56.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,508 | $451.7K | 0.16% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 10,528 | $452.6K | 0.09% | −1,064−9.2% | Reduced |
| Valmark Advisers, Inc. | 10,545 | $453.3K | 0.01% | +13+0.1% | Added |
| BSW Wealth Partners | 10,630 | $457.0K | 0.06% | −454−4.1% | Reduced |
| Graypoint LLC | 10,704 | $460.2K | 0.03% | +4,471+71.7% | Added |
| Verum Partners LLC | 10,818 | $465.1K | 0.11% | +52+0.5% | Added |
| RMB Capital Management, LLC | 10,859 | $466.8K | 0.01% | +2,658+32.4% | Added |
| Johnson Investment Counsel Inc | 10,865 | $467.1K | 0.00% | −6,949−39.0% | Reduced |
| Good Life Advisors, LLC | 10,878 | $467.7K | 0.03% | −401−3.6% | Reduced |
| Lecap Asset Management Ltd | 10,958 | $471.1K | 0.17% | +2,542+30.2% | Added |
| Wright Investors Service Inc | 10,967 | $471.5K | 0.14% | +361+3.4% | Added |
| Franklin Street Advisors Inc | 10,975 | $472.0K | 0.03% | +18+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 10,985 | $472.3K | 0.01% | −10,494−48.9% | Reduced |
| Parkside Financial Bank & Trust | 11,039 | $474.6K | 0.05% | +1,210+12.3% | Added |
| Hayek Kallen Investment Management | 11,047 | $475.0K | 0.16% | +2,000+22.1% | Added |
| Longfellow Investment Management Co LLC | 11,083 | $476.5K | 0.12% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,087 | $476.6K | 0.26% | +140+1.3% | Added |
| Cidel Asset Management Inc | 11,111 | $477.7K | 0.03% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 11,126 | $478.0K | 0.01% | −226−2.0% | Reduced |
| TCG Advisory Services, LLC | 11,146 | $479.2K | 0.02% | +3,668+49.1% | Added |
| SLT Holdings LLC | 11,184 | $480.8K | 0.36% | +70+0.6% | Added |
| J.Safra Asset Management Corp | 11,319 | $486.6K | 0.03% | +4,201+59.0% | Added |
| North Star Investment Management Corp. | 11,342 | $487.6K | 0.03% | −2,500−18.1% | Reduced |
| Eads & Heald Wealth Management | 11,366 | $489.0K | 0.24% | −4,288−27.4% | Reduced |
| Change Path, LLC | 11,486 | $493.8K | 0.01% | +922+8.7% | Added |
| LifeWealth Investments, LLC | 11,526 | $495.5K | 0.08% | +546+5.0% | Added |
| Tower Bridge Advisors | 11,590 | $498.3K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11,607 | $499.0K | 0.17% | +494+4.4% | Added |
| Nalls Sherbakoff Group, LLC | 11,622 | $499.6K | 0.36% | 00.0% | Unchanged |
| Aspiriant, LLC | 11,637 | $500.3K | 0.02% | +2,177+23.0% | Added |
| Venturi Wealth Management, LLC | 11,641 | $500.4K | 0.02% | −5,868−33.5% | Reduced |
| Sculati Wealth Management, LLC | 11,659 | $501.2K | 0.19% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 11,660 | $501.3K | 0.03% | −1,696−12.7% | Reduced |
| Culbertson A N & Co Inc | 11,728 | $504.2K | 0.08% | −37,235−76.0% | Reduced |
| Guyasuta Investment Advisors Inc | 11,767 | $505.9K | 0.03% | +11,767 | New |