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 |
|---|---|---|---|---|---|
| Atom Investors LP | 14,996 | $644.7K | 0.06% | −95,744−86.5% | Reduced |
| Northwest & Ethical Investments L.P. | 15,000 | $644.9K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 15,038 | $646.4K | 0.02% | +3,489+30.2% | Added |
| Strategic Blueprint, LLC | 15,091 | $648.8K | 0.03% | −143−0.9% | Reduced |
| Pitcairn Co | 15,158 | $651.6K | 0.04% | −3,043−16.7% | Reduced |
| Versor Investments LP | 15,208 | $653.8K | 0.12% | +15,208 | New |
| Atomi Financial Group, Inc. | 15,310 | $658.2K | 0.02% | +165+1.1% | Added |
| Trust Asset Management LLC | 15,324 | $658.8K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 15,368 | $660.5K | 0.09% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 15,371 | $660.8K | 0.41% | +330+2.2% | Added |
| Mayfair Advisory Group, LLC | 15,597 | $671.8K | 0.32% | −2,000−11.4% | Reduced |
| FSM Wealth Advisors, LLC | 14,878 | $671.9K | 0.11% | +14,878 | New |
| Atticus Wealth Management, LLC | 15,634 | $672.1K | 0.18% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,687 | $674.4K | 0.00% | +7,037+81.4% | Added |
| Woodard & Co Asset Management Group Inc | 15,702 | $675.0K | 0.12% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 15,715 | $675.6K | 0.11% | −527−3.2% | Reduced |
| Morningstar Investment Management LLC | 15,728 | $676.0K | 0.06% | +2,948+23.1% | Added |
| Waterloo Capital, L.P. | 15,743 | $676.8K | 0.05% | +2,346+17.5% | Added |
| Integrated Advisors Network LLC | 15,823 | $680.2K | 0.03% | −41,441−72.4% | Reduced |
| FLC Capital Advisors | 15,849 | $681.3K | 0.14% | 00.0% | Unchanged |
| NBT Bank N A | 15,849 | $681.3K | 0.05% | +2,158+15.8% | Added |
| Sigma Planning Corp | 15,905 | $683.7K | 0.02% | −4,724−22.9% | Reduced |
| EverSource Wealth Advisors, LLC | 15,966 | $686.4K | 0.03% | +5,041+46.1% | Added |
| Broyhill Asset Management | 15,980 | $687.0K | 0.62% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 16,092 | $691.8K | 0.11% | +98+0.6% | Added |
| Graham Capital Management, L.P. | 16,100 | $692.1K | 0.02% | +16,100 | New |
| NBC Securities, Inc. | 16,136 | $693.0K | 0.06% | −21,780−57.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,185 | $695.8K | 0.05% | +357+2.3% | Added |
| Dudley Capital Management, LLC | 16,328 | $701.9K | 0.35% | 00.0% | Unchanged |
| Shell Asset Management Co | 16,335 | $702.0K | 0.02% | +5,566+51.7% | Added |
| First County Bank | 16,391 | $704.6K | 0.38% | −1,272−7.2% | Reduced |
| Strategic Advisors LLC | 16,440 | $706.8K | 0.14% | −660−3.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 16,457 | $707.5K | 0.18% | +141+0.9% | Added |
| Naples Global Advisors, LLC | 16,471 | $708.1K | 0.06% | +2,051+14.2% | Added |
| OmniStar Financial Group, Inc. | 16,505 | $709.5K | 0.53% | −298−1.8% | Reduced |
| TownSquare Capital, LLC | 16,512 | $709.8K | 0.07% | −91,096−84.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,561 | $712.0K | 0.04% | −1,179−6.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,598 | $713.6K | 0.01% | +796+5.0% | Added |
| Boston Private Wealth LLC | 16,629 | $714.9K | 0.04% | −1,640−9.0% | Reduced |
| PFG Investments, LLC | 16,688 | $717.4K | 0.04% | +2,893+21.0% | Added |
| Gabelli Funds LLC | 16,700 | $717.9K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 16,808 | $722.6K | 0.01% | +2,017+13.6% | Added |
| HM Payson & Co | 16,876 | $725.5K | 0.01% | +377+2.3% | Added |
| Oddo BHF Asset Management SAS | 16,912 | $727.0K | 0.03% | −611−3.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 16,920 | $727.4K | 0.10% | +1,220+7.8% | Added |
| Pines Wealth Management, LLC | 16,019 | $729.5K | 0.26% | −281−1.7% | Reduced |
| Eqis Capital Management, Inc. | 17,087 | $734.6K | 0.06% | +328+2.0% | Added |
| Community Bank & Trust, Waco, Texas | 17,142 | $737.0K | 0.17% | +642+3.9% | Added |
| Citizens Financial Group Inc | 17,190 | $739.0K | 0.01% | +479+2.9% | Added |
| Insigneo Advisory Services, LLC | 17,219 | $740.3K | 0.06% | −413−2.3% | Reduced |
| Essex Financial Services, Inc. | 17,249 | $741.5K | 0.05% | +983+6.0% | Added |
| Elevated Capital Advisors, LLC | 18,124 | $745.8K | 0.21% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 17,397 | $747.9K | 0.18% | +104+0.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,474 | $751.2K | 0.03% | −510−2.8% | Reduced |
| Profund Advisors LLC | 17,474 | $751.2K | 0.03% | −3,489−16.6% | Reduced |
| Caption Management, LLC | 17,500 | $752.3K | 0.07% | −83,085−82.6% | Reduced |
| Equitable Holdings, Inc. | 17,544 | $754.2K | 0.01% | +4,424+33.7% | Added |
| Invst, LLC | 17,598 | $756.5K | 0.09% | −362−2.0% | Reduced |
| Brady Family Wealth, LLC | 17,668 | $759.6K | 0.24% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 17,700 | $760.9K | 0.06% | +1,113+6.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 17,759 | $763.5K | 0.02% | −7,350−29.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 17,818 | $766.0K | 0.02% | +1,819+11.4% | Added |
| Legacy Capital Wealth Partners, LLC | 17,886 | $768.9K | 0.18% | −608−3.3% | Reduced |
| J. Safra Sarasin Holding AG | 17,918 | $770.3K | 0.01% | −22,827−56.0% | Reduced |
| Aspire Private Capital, LLC | 18,008 | $774.2K | 0.18% | −1,096−5.7% | Reduced |
| Sheets Smith Wealth Management | 18,089 | $777.6K | 0.09% | +13+0.1% | Added |
| Smartleaf Asset Management LLC | 18,524 | $789.3K | 0.07% | −2,951−13.7% | Reduced |
| Vontobel Holding Ltd. | 18,369 | $789.7K | 0.00% | +556+3.1% | Added |
| Private Trust Co NA | 18,484 | $794.6K | 0.08% | +3,279+21.6% | Added |
| Cornerstone Advisory, LLC | 18,565 | $798.1K | 0.09% | −524−2.7% | Reduced |
| CSS LLC | 18,618 | $800.4K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 18,655 | $802.0K | 0.01% | −1,165−5.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 18,759 | $806.4K | 0.10% | −9,468−33.5% | Reduced |
| Trust Co of Virginia | 18,821 | $809.1K | 0.07% | −670−3.4% | Reduced |
| Leavell Investment Management, Inc. | 18,838 | $809.9K | 0.04% | −1,331−6.6% | Reduced |
| Congress Asset Management Co | 18,848 | $810.3K | 0.01% | −10,455−35.7% | Reduced |
| Soundwatch Capital LLC | 798,535 | $812.1K | 0.17% | +798,535 | New |
| South State Corp. | 18,929 | $813.8K | 0.04% | −433−2.2% | Reduced |
| Gratus Wealth Advisors, LLC | 18,940 | $814.2K | 0.12% | −738−3.8% | Reduced |
| Todd Asset Management LLC | 18,986 | $816.2K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 19,065 | $819.6K | 0.05% | −163,089−89.5% | Reduced |
| RMR Wealth Builders | 19,205 | $825.6K | 0.08% | +313+1.7% | Added |
| Plimoth Trust Co LLC | 19,227 | $826.6K | 0.20% | −150−0.8% | Reduced |
| West Paces Advisors Inc. | 19,230 | $826.7K | 0.18% | −6,581−25.5% | Reduced |
| First Horizon Advisors, Inc. | 19,232 | $826.9K | 0.02% | +1,766+10.1% | Added |
| KG&L Capital Management,LLC | 19,509 | $838.7K | 0.25% | −6,070−23.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 19,537 | $839.9K | 0.23% | +647+3.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,545 | $840.2K | 0.02% | +1,320+7.2% | Added |
| Winton Group Ltd | 19,603 | $842.7K | 0.04% | +19,603 | New |
| Adapt Wealth Advisors, LLC | 19,706 | $847.2K | 0.38% | −750−3.7% | Reduced |
| TCW Group Inc | 19,755 | $849.3K | 0.01% | +411+2.1% | Added |
| Leisure Capital Management | 19,755 | $849.3K | 0.32% | +508+2.6% | Added |
| Ignite Planners, LLC | 19,227 | $850.8K | 0.15% | +464+2.5% | Added |
| American Trust | 19,802 | $851.3K | 0.08% | +1,655+9.1% | Added |
| AlphaStar Capital Management, LLC | 19,811 | $851.7K | 0.06% | +1,287+6.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,934 | $856.9K | 0.03% | −441−2.2% | Reduced |
| Staley Capital Advisers Inc | 20,000 | $859.8K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20,038 | $861.4K | 0.06% | −959−4.6% | Reduced |
| BIP Wealth, LLC | 20,040 | $861.5K | 0.05% | −420−2.1% | Reduced |
| Forum Financial Management, LP | 20,055 | $862.2K | 0.01% | +1,157+6.1% | Added |