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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 13,411 | $576.5K | 0.14% | +10.0% | Added |
| Catalytic Wealth RIA, LLC | 13,408 | $576.4K | 0.05% | +13,408 | New |
| Sivia Capital Partners, LLC | 13,382 | $575.3K | 0.20% | +13,382 | New |
| Fiduciary Group LLC | 13,358 | $574.3K | 0.05% | −359−2.6% | Reduced |
| Syon Capital LLC | 13,293 | $571.5K | 0.04% | +5,541+71.5% | Added |
| Ransom Advisory, Ltd | 13,130 | $564.5K | 0.27% | +330+2.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $564.2K | 0.16% | 00.0% | Unchanged |
| Foster & Motley Inc | 13,042 | $561.0K | 0.03% | −2,286−14.9% | Reduced |
| Greenleaf Trust | 13,047 | $560.9K | 0.00% | −2,350−15.3% | Reduced |
| Duncan Williams Asset Management, LLC | 13,008 | $559.2K | 0.18% | +132+1.0% | Added |
| Westhampton Capital, LLC | 12,925 | $555.6K | 0.29% | 00.0% | Unchanged |
| RFP Financial Group LLC | 12,814 | $550.8K | 0.23% | −6,262−32.8% | Reduced |
| 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 |
| Moneta Group Investment Advisors LLC | 12,765 | $548.8K | 0.01% | +2,617+25.8% | Added |
| Sunpointe, LLC | 12,737 | $547.6K | 0.22% | +6,646+109.1% | Added |
| Uncommon Cents Investing LLC | 12,735 | $547.5K | 0.15% | +213+1.7% | Added |
| Chemung Canal Trust Co | 12,712 | $546.5K | 0.11% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 12,705 | $546.2K | 0.05% | −202−1.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 12,680 | $545.1K | 0.01% | −2,730−17.7% | Reduced |
| Forefront Wealth Partners, LLC | 12,535 | $543.8K | 0.37% | −17−0.1% | Reduced |
| Hilltop National Bank | 12,626 | $542.8K | 0.14% | +12,626 | New |
| Wealth Alliance Advisory Group, LLC | 12,624 | $542.7K | 0.10% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 12,586 | $541.0K | 0.14% | +12,586 | New |
| Intrust Bank NA | 12,563 | $540.1K | 0.05% | +796+6.8% | Added |
| McKinley Carter Wealth Services, Inc. | 12,493 | $537.1K | 0.03% | −7,164−36.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12,495 | $537.0K | 0.22% | −113−0.9% | Reduced |
| Evercore Wealth Management, LLC | 12,488 | $536.9K | 0.01% | −125−1.0% | Reduced |
| Savvy Advisors, Inc. | 12,479 | $536.5K | 0.04% | +12,479 | New |
| Premier Path Wealth Partners, LLC | 12,477 | $536.4K | 0.07% | −2,246−15.3% | Reduced |
| Code Waechter LLC | 12,467 | $536.0K | 0.38% | +3,593+40.5% | Added |
| Ameritas Investment Partners, Inc. | 12,360 | $531.4K | 0.02% | −177−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 12,335 | $530.3K | 0.28% | −200−1.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,297 | $528.6K | 0.10% | +20.0% | Added |
| Thompson Investment Management, Inc. | 12,276 | $527.7K | 0.07% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 12,274 | $527.7K | 0.08% | −110−0.9% | Reduced |
| Alamea Verwaltungs GmbH | 12,202 | $524.6K | 0.39% | +12,202 | New |
| Orrstown Financial Services Inc | 12,186 | $523.9K | 0.11% | +12,186 | New |
| Whittier Trust Co | 12,054 | $518.1K | 0.01% | −880−6.8% | Reduced |
| Banco Santander, S.A. | 12,031 | $517.2K | 0.00% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 12,022 | $516.8K | 0.01% | −539−4.3% | Reduced |
| Washington Capital Management Inc | 12,000 | $515.9K | 0.38% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11,982 | $515.1K | 0.02% | −526−4.2% | Reduced |
| Sherbrooke Park Advisers LLC | 11,979 | $515.0K | 0.22% | +11,979 | New |
| Midland Wealth Advisors LLC | 11,975 | $514.8K | 0.03% | −1,518−11.3% | Reduced |
| Westwood Holdings Group Inc. | 11,945 | $513.5K | 0.00% | −645−5.1% | Reduced |
| Shepherd Financial Partners LLC | 11,890 | $511.2K | 0.05% | −202−1.7% | Reduced |
| Axq Capital, LP | 11,772 | $506.1K | 0.16% | −5,294−31.0% | Reduced |
| Heritage Investors Management Corp | 11,775 | $506.0K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 11,767 | $505.9K | 0.03% | +11,767 | New |
| Culbertson A N & Co Inc | 11,728 | $504.2K | 0.08% | −37,235−76.0% | Reduced |
| Checchi Capital Advisers, LLC | 11,660 | $501.3K | 0.03% | −1,696−12.7% | Reduced |
| Sculati Wealth Management, LLC | 11,659 | $501.2K | 0.19% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11,641 | $500.4K | 0.02% | −5,868−33.5% | Reduced |
| Aspiriant, LLC | 11,637 | $500.3K | 0.02% | +2,177+23.0% | Added |
| Nalls Sherbakoff Group, LLC | 11,622 | $499.6K | 0.36% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11,607 | $499.0K | 0.17% | +494+4.4% | Added |
| Tower Bridge Advisors | 11,590 | $498.3K | 0.05% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 11,526 | $495.5K | 0.08% | +546+5.0% | Added |
| Change Path, LLC | 11,486 | $493.8K | 0.01% | +922+8.7% | Added |
| Eads & Heald Wealth Management | 11,366 | $489.0K | 0.24% | −4,288−27.4% | Reduced |
| North Star Investment Management Corp. | 11,342 | $487.6K | 0.03% | −2,500−18.1% | Reduced |
| J.Safra Asset Management Corp | 11,319 | $486.6K | 0.03% | +4,201+59.0% | Added |
| SLT Holdings LLC | 11,184 | $480.8K | 0.36% | +70+0.6% | Added |
| TCG Advisory Services, LLC | 11,146 | $479.2K | 0.02% | +3,668+49.1% | Added |
| Vaughan David Investments LLC | 11,126 | $478.0K | 0.01% | −226−2.0% | Reduced |
| Cidel Asset Management Inc | 11,111 | $477.7K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,087 | $476.6K | 0.26% | +140+1.3% | Added |
| Longfellow Investment Management Co LLC | 11,083 | $476.5K | 0.12% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 11,047 | $475.0K | 0.16% | +2,000+22.1% | Added |
| Parkside Financial Bank & Trust | 11,039 | $474.6K | 0.05% | +1,210+12.3% | Added |
| Vestmark Advisory Solutions, Inc. | 10,985 | $472.3K | 0.01% | −10,494−48.9% | Reduced |
| Franklin Street Advisors Inc | 10,975 | $472.0K | 0.03% | +18+0.2% | Added |
| Wright Investors Service Inc | 10,967 | $471.5K | 0.14% | +361+3.4% | Added |
| Lecap Asset Management Ltd | 10,958 | $471.1K | 0.17% | +2,542+30.2% | Added |
| Good Life Advisors, LLC | 10,878 | $467.7K | 0.03% | −401−3.6% | Reduced |
| Johnson Investment Counsel Inc | 10,865 | $467.1K | 0.00% | −6,949−39.0% | Reduced |
| RMB Capital Management, LLC | 10,859 | $466.8K | 0.01% | +2,658+32.4% | Added |
| Verum Partners LLC | 10,818 | $465.1K | 0.11% | +52+0.5% | Added |
| Graypoint LLC | 10,704 | $460.2K | 0.03% | +4,471+71.7% | Added |
| BSW Wealth Partners | 10,630 | $457.0K | 0.06% | −454−4.1% | Reduced |
| Valmark Advisers, Inc. | 10,545 | $453.3K | 0.01% | +13+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 10,528 | $452.6K | 0.09% | −1,064−9.2% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,508 | $451.7K | 0.16% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,448 | $449.0K | 0.03% | −13,663−56.7% | Reduced |
| SRS Capital Advisors, Inc. | 10,343 | $444.6K | 0.02% | −3,710−26.4% | Reduced |
| Perigon Wealth Management, LLC | 10,314 | $443.4K | 0.01% | −377−3.5% | Reduced |
| Rothschild Investment LLC | 10,313 | $443.4K | 0.03% | −353−3.3% | Reduced |
| MBL Wealth, LLC | 10,296 | $442.6K | 0.04% | −585−5.4% | Reduced |
| Successful Portfolios LLC | 10,294 | $442.5K | 0.27% | −67−0.6% | Reduced |
| Hamilton Capital Partners Inc. | 10,227 | $439.7K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 10,203 | $438.6K | 0.24% | +10,203 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,187 | $437.9K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,177 | $437.5K | 0.01% | +15+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 10,113 | $434.8K | 0.01% | +118+1.2% | Added |
| Voleon Capital Management LP | 10,087 | $433.6K | 0.02% | +10,087 | New |
| Patriot Investment Management Inc. | 10,077 | $433.2K | 0.03% | +10,077 | New |
| Taylor Hoffman Capital Management LLC | 10,067 | $432.8K | 0.15% | −121−1.2% | Reduced |
| Hardy Reed LLC | 10,041 | $431.7K | 0.03% | +1,520+17.8% | Added |
| Westover Capital Advisors, LLC | 10,018 | $430.7K | 0.09% | −448−4.3% | Reduced |