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 |
|---|---|---|---|---|---|
| Wilkins Investment Counsel Inc | 9,975 | $428.8K | 0.06% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 9,946 | $427.6K | 0.33% | +1,550+18.5% | Added |
| Paragon Private Wealth Management, LLC | 9,870 | $424.3K | 0.17% | +2,604+35.8% | Added |
| Sowell Financial Services LLC | 9,869 | $424.3K | 0.02% | +166+1.7% | Added |
| HBK Sorce Advisory LLC | 9,837 | $422.9K | 0.01% | −2,778−22.0% | Reduced |
| SageView Advisory Group, LLC | 9,347 | $421.5K | 0.02% | +2,110+29.2% | Added |
| Stonebridge Financial Group, LLC | 9,802 | $421.4K | 0.04% | +13+0.1% | Added |
| Southeast Asset Advisors Inc. | 9,765 | $419.8K | 0.05% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 9,675 | $415.9K | 0.16% | +1,714+21.5% | Added |
| Rehmann Capital Advisory Group | 9,610 | $413.2K | 0.03% | −751−7.2% | Reduced |
| 5T Wealth, LLC | 9,607 | $413.0K | 0.21% | +196+2.1% | Added |
| International Private Wealth Advisors LLC | 9,538 | $410.0K | 0.35% | −258−2.6% | Reduced |
| Waycross Partners, LLC | 9,525 | $409.5K | 0.04% | +9,525 | New |
| Kennebec Savings Bank | 9,516 | $409.1K | 0.40% | −447−4.5% | Reduced |
| CX Institutional | 9,464 | $407.0K | 0.01% | +1,290+15.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 9,430 | $405.4K | 0.00% | −301−3.1% | Reduced |
| LVW Advisors, LLC | 9,426 | $405.2K | 0.05% | −3,021−24.3% | Reduced |
| Colonial River Wealth Management, LLC | 8,902 | $405.0K | 0.17% | +357+4.2% | Added |
| Roxbury Financial LLC | 9,348 | $401.9K | 0.39% | −467−4.8% | Reduced |
| Bingham Private Wealth, LLC | 9,323 | $400.8K | 0.38% | −824−8.1% | Reduced |
| Toth Financial Advisory Corp | 9,319 | $400.6K | 0.05% | +122+1.3% | Added |
| Greatmark Investment Partners, Inc. | 9,299 | $399.8K | 0.05% | +423+4.8% | Added |
| Park Place Capital Corp | 9,029 | $399.1K | 0.09% | −558−5.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,280 | $399.0K | 0.00% | −412−4.3% | Reduced |
| MTM Investment Management, LLC | 9,261 | $398.1K | 0.13% | +16+0.2% | Added |
| Summit Asset Management, LLC | 9,239 | $397.2K | 0.06% | +18+0.2% | Added |
| Evergreen Capital Management LLC | 9,232 | $396.9K | 0.01% | −5,545−37.5% | Reduced |
| Cypress Capital Group | 9,217 | $396.2K | 0.05% | −445−4.6% | Reduced |
| Rede Wealth, LLC | 9,189 | $395.0K | 0.14% | +40.0% | Added |
| American Assets Inc | 10,000 | $395.0K | 0.14% | 00.0% | Unchanged |
| Parthenon LLC | 9,112 | $391.7K | 0.04% | −43−0.5% | Reduced |
| Keudell/Morrison Wealth Management | 9,112 | $391.7K | 0.09% | 00.0% | Unchanged |
| Everett Harris & Co | 9,080 | $390.3K | 0.01% | −53−0.6% | Reduced |
| Eagle Strategies LLC | 9,036 | $388.4K | 0.06% | +1,309+16.9% | Added |
| Jaffetilchin Investment Partners, LLC | 9,007 | $387.2K | 0.03% | −273−2.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,953 | $384.9K | 0.14% | −154−1.7% | Reduced |
| HHM Wealth Advisors, LLC | 8,942 | $384.4K | 0.05% | −5−0.1% | Reduced |
| Crawford Investment Counsel Inc | 8,930 | $383.9K | 0.01% | −1,239−12.2% | Reduced |
| NFP Retirement, Inc. | 8,915 | $383.3K | 0.03% | −694−7.2% | Reduced |
| Fiducient Advisors LLC | 8,915 | $383.3K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 8,892 | $382.3K | 0.07% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 8,860 | $380.9K | 0.01% | +2,122+31.5% | Added |
| Outfitter Financial LLC | 8,841 | $380.1K | 0.32% | −140−1.6% | Reduced |
| Ballew Advisors, Inc | 8,323 | $379.0K | 0.22% | +14+0.2% | Added |
| Ci Investments Inc. | 8,820 | $379.0K | 0.00% | +1,904+27.5% | Added |
| Avalon Trust Co | 8,775 | $377.2K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 8,770 | $377.0K | 0.08% | +550+6.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,766 | $376.8K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,266 | $376.1K | 0.06% | +584+7.6% | Added |
| Howard Capital Management Inc. | 8,724 | $375.0K | 0.01% | +1,084+14.2% | Added |
| Dorsey & Whitney Trust CO LLC | 8,678 | $373.1K | 0.02% | +418+5.1% | Added |
| Keystone Financial Group | 8,665 | $372.4K | 0.03% | +2,022+30.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,643 | $371.6K | 0.03% | +168+2.0% | Added |
| Valley National Advisers Inc | 8,633 | $371.0K | 0.06% | −925−9.7% | Reduced |
| AA Financial Advisors, LLC | 8,625 | $370.8K | 0.08% | +8,625 | New |
| Phillips Wealth Planners LLC | 8,161 | $370.5K | 0.34% | +1,930+31.0% | Added |
| Hilton Capital Management, LLC | 8,614 | $370.3K | 0.03% | +8,614 | New |
| 1st Source Bank | 8,577 | $368.7K | 0.02% | +681+8.6% | Added |
| Belpointe Asset Management LLC | 8,549 | $367.5K | 0.02% | −23,987−73.7% | Reduced |
| Clark Financial Services Group Inc | 8,538 | $367.0K | 0.23% | +64+0.8% | Added |
| Pallas Capital Advisors LLC | 8,481 | $364.6K | 0.01% | −2,375−21.9% | Reduced |
| Daymark Wealth Partners, LLC | 8,455 | $363.5K | 0.01% | +2,330+38.0% | Added |
| Clark Capital Management Group, Inc. | 8,449 | $363.2K | 0.00% | −564−6.3% | Reduced |
| Cypress Wealth Services, LLC | 8,446 | $363.1K | 0.06% | +105+1.3% | Added |
| IFP Advisors, Inc | 7,662 | $362.1K | 0.01% | −744−8.9% | Reduced |
| Spire Wealth Management | 8,402 | $361.2K | 0.01% | −6,257−42.7% | Reduced |
| Asset Dedication, LLC | 8,392 | $360.8K | 0.03% | +5,071+152.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,385 | $360.5K | 0.04% | −50−0.6% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 8,369 | $359.8K | 0.07% | +88+1.1% | Added |
| Aprio Wealth Management, LLC | 8,338 | $358.5K | 0.04% | +1,299+18.5% | Added |
| Ellevest, Inc. | 8,337 | $358.4K | 0.06% | −3,173−27.6% | Reduced |
| Total Wealth Planning & Management, Inc. | 8,336 | $358.4K | 0.31% | +300+3.7% | Added |
| Ti-Trust, Inc | 8,330 | $358.1K | 0.24% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8,308 | $357.1K | 0.01% | +66+0.8% | Added |
| Lazard Asset Management LLC | 8,291 | $356.0K | 0.00% | −1,003−10.8% | Reduced |
| Founders Grove Wealth Partners, LLC | 8,239 | $354.2K | 0.09% | +41+0.5% | Added |
| Transcend Wealth Collective, LLC | 8,238 | $354.2K | 0.03% | +2,173+35.8% | Added |
| Aldebaran Financial Inc. | 8,211 | $353.0K | 0.39% | +500+6.5% | Added |
| Cim Investment Mangement Inc | 8,187 | $352.0K | 0.07% | −40−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 8,136 | $349.8K | 0.04% | +20.0% | Added |
| Aaron Wealth Advisors | 8,134 | $349.7K | 0.04% | −557−6.4% | Reduced |
| LBMC Investment Advisors, LLC | 8,098 | $348.1K | 0.02% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 8,090 | $347.7K | 0.23% | +180+2.3% | Added |
| Chicago Partners Investment Group LLC | 7,576 | $347.1K | 0.01% | −598−7.3% | Reduced |
| Nwam LLC | 7,941 | $347.0K | 0.02% | −146−1.8% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $343.9K | 0.00% | 00.0% | Unchanged |
| Wynn Capital, LLC | 7,974 | $342.8K | 0.18% | −200−2.4% | Reduced |
| Sage Mountain Advisors LLC | 7,969 | $342.6K | 0.02% | −1,246−13.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 7,968 | $342.5K | 0.08% | −1,348−14.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,878 | $338.7K | 0.02% | +386+5.2% | Added |
| Tompkins Financial Corp | 7,857 | $337.8K | 0.03% | +195+2.5% | Added |
| Abacus Planning Group, Inc. | 7,823 | $336.3K | 0.05% | −421−5.1% | Reduced |
| Clarius Group, LLC | 7,791 | $334.9K | 0.02% | −2,196−22.0% | Reduced |
| Selective Wealth Management, Inc. | 7,370 | $332.8K | 0.12% | +75+1.0% | Added |
| Formidable Asset Management, LLC | 8,077 | $332.4K | 0.06% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 7,709 | $331.4K | 0.05% | +325+4.4% | Added |
| Morris Financial Concepts, Inc. | 7,688 | $330.5K | 0.13% | 00.0% | Unchanged |
| First United Bank Trust | 7,637 | $328.3K | 0.11% | −59−0.8% | Reduced |
| SG Americas Securities, LLC | 7,624 | $328.0K | 0.00% | −685,048−98.9% | Reduced |
| Paradigm Financial Partners, LLC | 7,618 | $327.5K | 0.04% | −1,819−19.3% | Reduced |