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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 20,202 | $868.5K | 0.07% | +4,781+31.0% | Added |
| Coldstream Capital Management Inc | 20,367 | $875.6K | 0.01% | −1,521−6.9% | Reduced |
| Lebenthal Global Advisors, LLC | 20,407 | $877.3K | 0.16% | −423−2.0% | Reduced |
| Old Port Advisors | 20,556 | $883.7K | 0.24% | +15,464+303.7% | Added |
| Cornerstone Advisors, LLC | 20,600 | $885.6K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 20,610 | $886.0K | 0.39% | +2,211+12.0% | Added |
| Callan Family Office, LLC | 20,661 | $888.2K | 0.03% | +6,733+48.3% | Added |
| Oakworth Capital, Inc. | 20,722 | $890.8K | 0.06% | −814−3.8% | Reduced |
| Nicolet Bankshares Inc | 20,792 | $893.8K | 0.15% | −2,605−11.1% | Reduced |
| Dodge & Cox | 20,911 | $899.0K | 0.00% | −601−2.8% | Reduced |
| Smith, Salley & Associates | 20,967 | $901.4K | 0.05% | +10,620+102.6% | Added |
| Compass Ion Advisors, LLC | 20,973 | $901.6K | 0.10% | +33+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 20,977 | $901.8K | 0.20% | −26−0.1% | Reduced |
| Teza Capital Management LLC | 20,990 | $902.4K | 0.67% | −7,225−25.6% | Reduced |
| Carson Advisory Inc. | 20,997 | $902.6K | 0.57% | +702+3.5% | Added |
| Plato Investment Management Ltd | 21,182 | $907.3K | 0.07% | +4,383+26.1% | Added |
| Capital Asset Advisory Services LLC | 20,608 | $910.9K | 0.04% | +402+2.0% | Added |
| Carlson Capital L P | 21,200 | $911.4K | 0.52% | +21,200 | New |
| Umb Bank N A | 21,213 | $911.9K | 0.01% | −16,995−44.5% | Reduced |
| Commonwealth Retirement Investments LLC | 21,235 | $912.9K | 0.35% | −56,799−72.8% | Reduced |
| Bahl & Gaynor Inc | 21,272 | $914.5K | 0.00% | −7,661−26.5% | Reduced |
| Ascent Group, LLC | 21,317 | $916.4K | 0.04% | −695−3.2% | Reduced |
| Canandaigua National Trust Co of Florida | 21,375 | $918.9K | 0.65% | +165+0.8% | Added |
| Farther Finance Advisors, LLC | 21,474 | $923.1K | 0.02% | +1,010+4.9% | Added |
| Applied Finance Capital Management, LLC | 21,656 | $931.0K | 0.06% | +1,018+4.9% | Added |
| My Legacy Advisors, LLC | 20,465 | $931.2K | 0.33% | +4,980+32.2% | Added |
| WBI Investments | 21,746 | $934.9K | 0.24% | +21,746 | New |
| Glenview Trust Co | 21,759 | $935.4K | 0.02% | −23−0.1% | Reduced |
| EP Wealth Advisors, LLC | 21,769 | $935.9K | 0.01% | +5,143+30.9% | Added |
| Sagespring Wealth Partners, LLC | 21,806 | $937.5K | 0.02% | +3,946+22.1% | Added |
| BHK Investment Advisors, LLC | 21,817 | $937.9K | 0.37% | −270−1.2% | Reduced |
| Keystone Financial Group, Inc. | 21,283 | $941.8K | 0.60% | +266+1.3% | Added |
| Valeo Financial Advisors, LLC | 21,952 | $943.7K | 0.02% | +3,771+20.7% | Added |
| Ingalls & Snyder LLC | 22,058 | $948.0K | 0.03% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 22,163 | $952.9K | 0.91% | −230−1.0% | Reduced |
| Widmann Financial Services, Inc. | 22,178 | $953.4K | 0.66% | −689−3.0% | Reduced |
| EPG Wealth Management LLC | 22,262 | $957.0K | 0.29% | −710−3.1% | Reduced |
| Monument Capital Management | 22,280 | $957.8K | 0.25% | 00.0% | Unchanged |
| Dover Advisors, LLC | 22,409 | $963.4K | 0.42% | −1,351−5.7% | Reduced |
| International Assets Investment Management, LLC | 22,420 | $963.8K | 0.08% | −2,623−10.5% | Reduced |
| Meridian Wealth Management, LLC | 22,422 | $963.9K | 0.04% | −520−2.3% | Reduced |
| Legacy Financial Advisors, Inc. | 22,522 | $968.2K | 0.15% | −14,247−38.7% | Reduced |
| Intrua Financial, LLC | 22,572 | $970.4K | 0.14% | +1,633+7.8% | Added |
| Atria Wealth Solutions, Inc. | 22,375 | $975.3K | 0.02% | −7,547−25.2% | Reduced |
| Salomon & Ludwin, LLC | 21,695 | $976.9K | 0.10% | −44−0.2% | Reduced |
| Tower Trust & Investment Co | 22,736 | $977.1K | 0.69% | −39−0.2% | Reduced |
| Garda Capital Partners LP | 22,741 | $977.6K | 0.28% | −57,242−71.6% | Reduced |
| Greenwood Capital Associates LLC | 22,742 | $977.7K | 0.12% | −1,000−4.2% | Reduced |
| Marietta Investment Partners LLC | 22,851 | $982.4K | 0.22% | −14,887−39.4% | Reduced |
| LOM Asset Management Ltd | 22,862 | $983.0K | 0.33% | +22,862 | New |
| Financial Security Advisor, Inc. | 22,977 | $987.8K | 0.23% | +97+0.4% | Added |
| Moody National Bank Trust Division | 23,003 | $988.9K | 0.09% | +211+0.9% | Added |
| Fort Sheridan Advisors LLC | 23,074 | $991.9K | 0.14% | +720+3.2% | Added |
| Scotia Capital Inc. | 23,124 | $994.1K | 0.00% | +2,013+9.5% | Added |
| Certified Advisory Corp | 23,295 | $1.00M | 0.10% | −224−1.0% | Reduced |
| Point72 (DIFC) Ltd | 23,307 | $1.00M | 0.08% | −155,680−87.0% | Reduced |
| Geneos Wealth Management Inc. | 23,384 | $1.01M | 0.02% | +4,114+21.3% | Added |
| RFG Advisory, LLC | 23,386 | $1.01M | 0.02% | +1,032+4.6% | Added |
| Cornerstone Select Advisors, LLC | 23,425 | $1.01M | 0.89% | −495−2.1% | Reduced |
| Hodges Capital Management Inc. | 23,437 | $1.01M | 0.10% | −12,884−35.5% | Reduced |
| Provident Investment Management, Inc. | 23,530 | $1.01M | 0.09% | +210+0.9% | Added |
| FORA Capital, LLC | 23,581 | $1.01M | 0.11% | +23,581 | New |
| Prevail Innovative Wealth Advisors, LLC | 23,715 | $1.02M | 0.23% | +5,412+29.6% | Added |
| Pensionmark Financial Group, LLC | 23,937 | $1.03M | 0.02% | +351+1.5% | Added |
| Smith Chas P & Associates Pa Cpas | 24,027 | $1.03M | 0.06% | +296+1.2% | Added |
| Snowden Capital Advisors LLC | 24,080 | $1.04M | 0.03% | −198−0.8% | Reduced |
| HighPoint Advisor Group LLC | 24,172 | $1.04M | 0.06% | −845−3.4% | Reduced |
| River Wealth Advisors LLC | 24,228 | $1.04M | 0.13% | −3,812−13.6% | Reduced |
| Paradigm Capital Management, LLC | 24,345 | $1.05M | 1.03% | −1,875−7.2% | Reduced |
| Welch & Forbes LLC | 24,441 | $1.05M | 0.01% | −171−0.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 24,530 | $1.05M | 0.35% | −218−0.9% | Reduced |
| Wetherby Asset Management Inc | 24,586 | $1.06M | 0.05% | +24,586 | New |
| Community Trust & Investment Co | 24,640 | $1.06M | 0.06% | 00.0% | Unchanged |
| Numerai GP LLC | 24,640 | $1.06M | 0.15% | +24,640 | New |
| Patriot Financial Group Insurance Agency, LLC | 24,674 | $1.06M | 0.12% | +8,456+52.1% | Added |
| Brown Brothers Harriman & Co | 24,689 | $1.06M | 0.01% | +4,570+22.7% | Added |
| Bridges Investment Management Inc | 24,711 | $1.06M | 0.01% | +30+0.1% | Added |
| Patton Albertson Miller Group, LLC | 24,860 | $1.07M | 0.14% | +971+4.1% | Added |
| Triangle Securities Wealth Management | 24,868 | $1.07M | 0.26% | −25,933−51.0% | Reduced |
| Bank Ozk | 24,984 | $1.07M | 0.41% | +311+1.3% | Added |
| Fourthstone LLC | 25,100 | $1.08M | 0.21% | +1,100+4.6% | Added |
| Siemens Fonds Invest GmbH | 25,223 | $1.08M | 0.06% | +3,464+15.9% | Added |
| Brighton Jones LLC | 25,565 | $1.10M | 0.03% | +2,497+10.8% | Added |
| Lowe Brockenbrough & Co Inc | 25,881 | $1.11M | 0.06% | 00.0% | Unchanged |
| RBF Capital, LLC | 25,900 | $1.11M | 0.06% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 26,000 | $1.12M | 0.04% | +2,138+9.0% | Added |
| Meeder Advisory Services, Inc. | 26,008 | $1.12M | 0.06% | −906−3.4% | Reduced |
| Bank & Trust Co | 26,081 | $1.12M | 0.89% | +426+1.7% | Added |
| AXA S.A. | 26,192 | $1.13M | 0.00% | +4,921+23.1% | Added |
| WealthShield Partners, LLC | 26,260 | $1.13M | 0.14% | −64−0.2% | Reduced |
| Wealth Quarterback LLC | 26,492 | $1.14M | 0.54% | +9,920+59.9% | Added |
| Impax Asset Management Group plc | 26,596 | $1.14M | 0.01% | 00.0% | Unchanged |
| Trust Co of the South | 26,728 | $1.15M | 0.20% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 26,744 | $1.15M | 0.22% | +3,561+15.4% | Added |
| Patten Group, Inc. | 26,866 | $1.15M | 0.24% | −1,324−4.7% | Reduced |
| Founders Financial Alliance, LLC | 26,960 | $1.16M | 0.26% | −91−0.3% | Reduced |
| United Bank | 27,000 | $1.16M | 0.14% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 27,224 | $1.17M | 0.69% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 27,247 | $1.17M | 0.14% | +1,968+7.8% | Added |
| Dividend Assets Capital, LLC | 27,364 | $1.18M | 0.21% | 00.0% | Unchanged |