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 |
|---|---|---|---|---|---|
| Heritage Investors Management Corp | 11,775 | $506.0K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 11,772 | $506.1K | 0.16% | −5,294−31.0% | Reduced |
| Shepherd Financial Partners LLC | 11,890 | $511.2K | 0.05% | −202−1.7% | Reduced |
| Westwood Holdings Group Inc. | 11,945 | $513.5K | 0.00% | −645−5.1% | Reduced |
| Midland Wealth Advisors LLC | 11,975 | $514.8K | 0.03% | −1,518−11.3% | Reduced |
| Sherbrooke Park Advisers LLC | 11,979 | $515.0K | 0.22% | +11,979 | New |
| Farmers & Merchants Investments Inc | 11,982 | $515.1K | 0.02% | −526−4.2% | Reduced |
| Washington Capital Management Inc | 12,000 | $515.9K | 0.38% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 12,022 | $516.8K | 0.01% | −539−4.3% | Reduced |
| Banco Santander, S.A. | 12,031 | $517.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12,054 | $518.1K | 0.01% | −880−6.8% | Reduced |
| Orrstown Financial Services Inc | 12,186 | $523.9K | 0.11% | +12,186 | New |
| Alamea Verwaltungs GmbH | 12,202 | $524.6K | 0.39% | +12,202 | New |
| Live Oak Private Wealth LLC | 12,274 | $527.7K | 0.08% | −110−0.9% | Reduced |
| Thompson Investment Management, Inc. | 12,276 | $527.7K | 0.07% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 12,297 | $528.6K | 0.10% | +20.0% | Added |
| Aull & Monroe Investment Management Corp | 12,335 | $530.3K | 0.28% | −200−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 12,360 | $531.4K | 0.02% | −177−1.4% | Reduced |
| Code Waechter LLC | 12,467 | $536.0K | 0.38% | +3,593+40.5% | Added |
| Premier Path Wealth Partners, LLC | 12,477 | $536.4K | 0.07% | −2,246−15.3% | Reduced |
| Savvy Advisors, Inc. | 12,479 | $536.5K | 0.04% | +12,479 | New |
| Evercore Wealth Management, LLC | 12,488 | $536.9K | 0.01% | −125−1.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12,495 | $537.0K | 0.22% | −113−0.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 12,493 | $537.1K | 0.03% | −7,164−36.4% | Reduced |
| Intrust Bank NA | 12,563 | $540.1K | 0.05% | +796+6.8% | Added |
| Wolff Financial Management LLC | 12,586 | $541.0K | 0.14% | +12,586 | New |
| Wealth Alliance Advisory Group, LLC | 12,624 | $542.7K | 0.10% | 00.0% | Unchanged |
| Hilltop National Bank | 12,626 | $542.8K | 0.14% | +12,626 | New |
| Forefront Wealth Partners, LLC | 12,535 | $543.8K | 0.37% | −17−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 12,680 | $545.1K | 0.01% | −2,730−17.7% | Reduced |
| RKL Wealth Management LLC | 12,705 | $546.2K | 0.05% | −202−1.6% | Reduced |
| Chemung Canal Trust Co | 12,712 | $546.5K | 0.11% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 12,735 | $547.5K | 0.15% | +213+1.7% | Added |
| Sunpointe, LLC | 12,737 | $547.6K | 0.22% | +6,646+109.1% | Added |
| Moneta Group Investment Advisors LLC | 12,765 | $548.8K | 0.01% | +2,617+25.8% | Added |
| Payden & Rygel | 12,800 | $550.0K | 0.05% | −21,600−62.8% | Reduced |
| Cigna Investments Inc | 12,794 | $550.0K | 0.09% | −682−5.1% | Reduced |
| RFP Financial Group LLC | 12,814 | $550.8K | 0.23% | −6,262−32.8% | Reduced |
| Westhampton Capital, LLC | 12,925 | $555.6K | 0.29% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 13,008 | $559.2K | 0.18% | +132+1.0% | Added |
| Greenleaf Trust | 13,047 | $560.9K | 0.00% | −2,350−15.3% | Reduced |
| Foster & Motley Inc | 13,042 | $561.0K | 0.03% | −2,286−14.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $564.2K | 0.16% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 13,130 | $564.5K | 0.27% | +330+2.6% | Added |
| Syon Capital LLC | 13,293 | $571.5K | 0.04% | +5,541+71.5% | Added |
| Fiduciary Group LLC | 13,358 | $574.3K | 0.05% | −359−2.6% | Reduced |
| Sivia Capital Partners, LLC | 13,382 | $575.3K | 0.20% | +13,382 | New |
| Catalytic Wealth RIA, LLC | 13,408 | $576.4K | 0.05% | +13,408 | New |
| Archer Investment Corp | 13,411 | $576.5K | 0.14% | +10.0% | Added |
| IHT Wealth Management, LLC | 13,416 | $576.8K | 0.02% | −2,405−15.2% | Reduced |
| Eastover Investment Advisors LLC | 13,481 | $579.5K | 0.26% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 13,503 | $580.5K | 0.03% | +1,747+14.9% | Added |
| Koshinski Asset Management, Inc. | 13,504 | $580.6K | 0.04% | +1,382+11.4% | Added |
| Pinnacle Holdings, LLC | 13,520 | $581.2K | 0.21% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 13,520 | $581.2K | 0.04% | −257−1.9% | Reduced |
| Prosperity Consulting Group, LLC | 13,561 | $583.0K | 0.04% | +223+1.7% | Added |
| Gladstone Institutional Advisory LLC | 13,759 | $591.5K | 0.02% | +884+6.9% | Added |
| Adams Wealth Management | 13,812 | $593.8K | 0.11% | +13,812 | New |
| CacheTech Inc. | 13,812 | $593.8K | 0.11% | +13,812 | New |
| Hoxton Planning & Management, LLC | 13,822 | $594.2K | 0.21% | +246+1.8% | Added |
| NewEdge Wealth, LLC | 13,889 | $595.1K | 0.01% | −5,282−27.6% | Reduced |
| Caxton Associates LLP | 13,848 | $595.3K | 0.02% | −14,620−51.4% | Reduced |
| Wedmont Private Capital | 13,237 | $597.8K | 0.03% | +2,075+18.6% | Added |
| Fiduciary Family Office, LLC | 13,952 | $599.8K | 0.20% | −8,838−38.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,585 | $600.2K | 0.34% | 00.0% | Unchanged |
| YANKCOM Partnership | 14,006 | $602.1K | 0.29% | +184+1.3% | Added |
| Chilton Investment Co LLC | 14,020 | $602.7K | 0.01% | +1,070+8.3% | Added |
| F/M Investments LLC | 13,994 | $602.9K | 0.02% | −754−5.1% | Reduced |
| Prosperity Wealth Management, Inc. | 14,024 | $602.9K | 0.22% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 14,057 | $604.3K | 0.02% | +792+6.0% | Added |
| Aviance Capital Partners, LLC | 14,057 | $604.3K | 0.08% | +1,118+8.6% | Added |
| Alteri Wealth LLC | 14,082 | $605.4K | 0.23% | +1,126+8.7% | Added |
| Rossmore Private Capital | 14,118 | $606.9K | 0.07% | −133−0.9% | Reduced |
| Financial Management Network Inc | 13,337 | $607.3K | 0.11% | +37+0.3% | Added |
| Morse Asset Management, Inc | 14,150 | $608.3K | 0.13% | −6,800−32.5% | Reduced |
| Revisor Wealth Management LLC | 13,459 | $612.4K | 0.22% | +13,459 | New |
| Icon Wealth Advisors, LLC | 14,295 | $614.5K | 0.04% | +10.0% | Added |
| First Financial Group Corp | 14,336 | $616.3K | 0.60% | −50.0% | Reduced |
| Parallel Advisors, LLC | 14,343 | $616.6K | 0.01% | +3,949+38.0% | Added |
| First City Capital Management, Inc. | 14,346 | $616.7K | 0.36% | +1,224+9.3% | Added |
| Raiffeisen Bank International AG | 14,919 | $617.7K | 0.01% | −543−3.5% | Reduced |
| Fiduciary Trust Co | 14,439 | $620.7K | 0.01% | −1,327−8.4% | Reduced |
| Keel Point, LLC | 14,445 | $621.0K | 0.04% | +2,232+18.3% | Added |
| Centennial Wealth Advisory LLC | 14,482 | $622.7K | 0.20% | +117+0.8% | Added |
| Texas Yale Capital Corp. | 14,530 | $624.6K | 0.02% | +2,032+16.3% | Added |
| Montag & Caldwell, LLC | 14,562 | $626.0K | 0.14% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 14,594 | $627.4K | 0.03% | +14,594 | New |
| Oak Hill Wealth Advisors, LLC | 13,844 | $628.5K | 0.13% | −677−4.7% | Reduced |
| X-Square Capital, LLC | 14,632 | $629.0K | 0.23% | +733+5.3% | Added |
| Sumitomo Life Insurance Co | 14,678 | $631.0K | 0.04% | −759−4.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 14,712 | $632.5K | 0.08% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 14,728 | $633.2K | 0.13% | −7,396−33.4% | Reduced |
| Legacy Capital Group California, Inc. | 14,767 | $634.8K | 0.18% | −163−1.1% | Reduced |
| Sterling Capital Management LLC | 14,773 | $635.1K | 0.01% | +420+2.9% | Added |
| Busey Wealth Management | 14,783 | $635.5K | 0.02% | −350−2.3% | Reduced |
| Centurion Wealth Management LLC | 14,798 | $636.2K | 0.18% | +808+5.8% | Added |
| Partners in Financial Planning | 14,808 | $636.6K | 0.12% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 14,836 | $637.0K | 0.09% | +14,836 | New |
| Riverbend Wealth Management, LLC | 14,959 | $643.1K | 0.49% | +184+1.2% | Added |
| Panagora Asset Management Inc | 14,970 | $643.6K | 0.00% | −39−0.3% | Reduced |