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 |
|---|---|---|---|---|---|
| ForthRight Wealth Management, LLC | 7,616 | $327.4K | 0.10% | +20.0% | Added |
| Enterprise Bank & Trust Co | 7,536 | $324.0K | 0.12% | +2,485+49.2% | Added |
| tru Independence LLC | 7,459 | $320.6K | 0.09% | +101+1.4% | Added |
| Birmingham Capital Management Co Inc | 7,400 | $318.1K | 0.14% | −335−4.3% | Reduced |
| Stone Point Wealth LLC | 7,400 | $318.1K | 0.10% | 00.0% | Unchanged |
| Manske Wealth Management | 7,325 | $314.9K | 0.10% | −684−8.5% | Reduced |
| Quest Partners LLC | 7,304 | $314.0K | 0.03% | +2,058+39.2% | Added |
| Fukoku Mutual Life Insurance Co | 7,284 | $313.1K | 0.02% | −2,460−25.2% | Reduced |
| Biltmore Family Office, LLC | 7,274 | $312.7K | 0.05% | +324+4.7% | Added |
| Perpetual Ltd | 7,250 | $311.7K | 0.00% | −3,601−33.2% | Reduced |
| Haverford Trust Co | 7,215 | $310.2K | 0.00% | −536−6.9% | Reduced |
| Fisher Asset Management, LLC | 7,172 | $308.3K | 0.00% | −1,835−20.4% | Reduced |
| Lyell Wealth Management, LP | 7,143 | $307.1K | 0.02% | 00.0% | Unchanged |
| Apella Capital, LLC | 6,798 | $307.0K | 0.01% | −503−6.9% | Reduced |
| Waddell & Associates, LLC | 7,134 | $306.7K | 0.03% | +1,333+23.0% | Added |
| Ausdal Financial Partners, Inc. | 7,096 | $305.0K | 0.02% | +1,639+30.0% | Added |
| Select Asset Management & Trust | 7,097 | $305.0K | 0.10% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 7,045 | $302.9K | 0.34% | +30.0% | Added |
| Sage Investment Counsel LLC | 6,993 | $300.6K | 0.35% | +10.0% | Added |
| Aegis Wealth Management LLC | 7,276 | $299.4K | 0.18% | 00.0% | Unchanged |
| FIL Ltd | 6,938 | $298.3K | 0.00% | +6,938 | New |
| Stonegate Investment Group, LLC | 6,936 | $298.2K | 0.01% | −2,474−26.3% | Reduced |
| SkyView Investment Advisors, LLC | 6,984 | $298.0K | 0.04% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 7,277 | $296.3K | 0.02% | +477+7.0% | Added |
| National Asset Management, Inc. | 6,872 | $295.4K | 0.01% | −13,298−65.9% | Reduced |
| Fonville Wealth Management LLC | 6,841 | $294.1K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,830 | $293.6K | 0.00% | −95,659−93.3% | Reduced |
| Caldwell Trust Co | 6,822 | $293.3K | 0.03% | +73+1.1% | Added |
| Main Street Financial Solutions, LLC | 6,783 | $291.6K | 0.02% | +1,134+20.1% | Added |
| Skopos Labs, Inc. | 6,774 | $291.2K | 0.04% | +3,206+89.9% | Added |
| Patrick M Sweeney & Associates, Inc | 6,383 | $290.7K | 0.20% | +10.0% | Added |
| Whipplewood Advisors, LLC | 6,740 | $289.8K | 0.16% | −375−5.3% | Reduced |
| Councilmark Asset Management, LLC | 6,692 | $287.7K | 0.18% | +42+0.6% | Added |
| Hill Investment Group Partners, LLC | 6,691 | $287.6K | 0.04% | +53+0.8% | Added |
| Cornerstone Management, Inc. | 6,678 | $287.1K | 0.05% | 00.0% | Unchanged |
| Convergence Financial, LLC | 6,664 | $286.5K | 0.05% | −217−3.2% | Reduced |
| Journey Strategic Wealth LLC | 6,624 | $284.8K | 0.01% | +1,362+25.9% | Added |
| Wagner Wealth Management, LLC | 6,623 | $284.7K | 0.06% | −7−0.1% | Reduced |
| PDS Planning, Inc | 6,620 | $284.6K | 0.02% | +6,620 | New |
| Regal Investment Advisors LLC | 6,616 | $284.4K | 0.02% | +6,616 | New |
| Meridian Financial Partners LLC | 6,612 | $284.0K | 0.13% | −75−1.1% | Reduced |
| Sapient Capital LLC | 6,599 | $283.7K | 0.01% | −120−1.8% | Reduced |
| West Family Investments, Inc. | 6,569 | $282.4K | 0.07% | +1,313+25.0% | Added |
| Capstone Investment Advisors, LLC | 6,544 | $281.3K | 0.00% | +12+0.2% | Added |
| Nilsine Partners, LLC | 6,517 | $280.2K | 0.03% | −813−11.1% | Reduced |
| Canton Hathaway, LLC | 6,516 | $280.0K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,499 | $279.4K | 0.14% | +3,353+106.6% | Added |
| Platform Technology Partners | 6,447 | $277.1K | 0.07% | +6,447 | New |
| Lantz Financial LLC | 6,441 | $276.9K | 0.07% | +343+5.6% | Added |
| Machina Capital S.A.S. | 6,414 | $275.7K | 0.06% | +6,414 | New |
| ARS Wealth Advisors Group, LLC | 6,399 | $275.1K | 0.03% | +27+0.4% | Added |
| 1620 Investment Advisors, Inc. | 6,368 | $273.8K | 0.19% | +258+4.2% | Added |
| CVA Family Office, LLC | 6,364 | $273.6K | 0.04% | +207+3.4% | Added |
| 44 Wealth Management LLC | 6,356 | $273.2K | 0.10% | +6,356 | New |
| Alta Advisers Ltd | 6,350 | $273.0K | 0.10% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,326 | $272.0K | 0.05% | −247−3.8% | Reduced |
| Mather Group, LLC. | 6,305 | $271.1K | 0.00% | −147−2.3% | Reduced |
| Empower Advisory Group, LLC | 6,304 | $271.0K | 0.00% | −22,839−78.4% | Reduced |
| United Community Bank | 6,292 | $270.5K | 0.09% | −586−8.5% | Reduced |
| Peachtree Investment Partners, LLC | 6,249 | $268.6K | 0.10% | −180−2.8% | Reduced |
| MBB Public Markets I LLC | 6,236 | $268.1K | 0.03% | −1,452−18.9% | Reduced |
| Armis Advisers, LLC | 5,868 | $266.6K | 0.02% | +5,868 | New |
| Quotient Wealth Partners, LLC | 6,198 | $266.4K | 0.01% | −539−8.0% | Reduced |
| Kestra Investment Management, LLC | 6,192 | $264.2K | 0.00% | +5,096+465.0% | Added |
| GTS Securities LLC | 6,118 | $263.0K | 0.01% | −24,465−80.0% | Reduced |
| Genesis Private Wealth, LLC | 6,098 | $262.2K | 0.12% | +800+15.1% | Added |
| Castleview Partners, LLC | 6,066 | $260.8K | 0.17% | +399+7.0% | Added |
| VSM Wealth Advisory, LLC | 6,045 | $259.9K | 0.09% | +1,115+22.6% | Added |
| Beverly Hills Private Wealth, LLC | 6,039 | $259.6K | 0.05% | −1,405−18.9% | Reduced |
| Frederick Financial Consultants, LLC | 6,035 | $259.5K | 0.16% | +31+0.5% | Added |
| Rakuten Securities, Inc. | 6,035 | $259.4K | 0.10% | +10.0% | Added |
| Capital Square, LLC | 5,697 | $258.8K | 0.14% | +29+0.5% | Added |
| Apexium Financial, LP | 6,018 | $258.7K | 0.01% | +587+10.8% | Added |
| Avaii Wealth Management, LLC | 6,000 | $257.9K | 0.11% | −102−1.7% | Reduced |
| D'Orazio & Associates, Inc. | 5,976 | $256.9K | 0.04% | +181+3.1% | Added |
| SummitTX Capital, L.P. | 5,973 | $256.8K | 0.01% | −7,108−54.3% | Reduced |
| Cascades Capital Asset Management, LLC | 5,968 | $256.6K | 0.13% | +39+0.7% | Added |
| Timonier Family Office, LTD. | 5,941 | $255.4K | 0.10% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 5,933 | $255.1K | 0.12% | −3,047−33.9% | Reduced |
| Klingenstein Fields & Co LP | 5,912 | $254.2K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 5,910 | $254.1K | 0.02% | −464−7.3% | Reduced |
| FDx Advisors, Inc. | 5,897 | $254.0K | 0.08% | −136−2.3% | Reduced |
| Everstar Asset Management, LLC | 5,908 | $254.0K | 0.15% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,879 | $252.7K | 0.01% | +577+10.9% | Added |
| David Loasby | 5,881 | $252.6K | 0.02% | −9,008−60.5% | Reduced |
| Family Legacy, Inc. | 5,870 | $252.4K | 0.08% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 5,846 | $251.3K | 0.06% | +5,846 | New |
| Court Place Advisors, LLC | 5,822 | $250.3K | 0.08% | +5,822 | New |
| Texas Capital Bank Wealth Management Services Inc | 5,814 | $249.9K | 0.02% | −103−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,811 | $249.8K | 0.01% | −14,977−72.0% | Reduced |
| Cape Investment Advisory, Inc. | 5,811 | $249.8K | 0.09% | +521+9.8% | Added |
| Evermay Wealth Management LLC | 5,805 | $249.6K | 0.03% | −150−2.5% | Reduced |
| L2 Asset Management, LLC | 5,797 | $249.2K | 0.04% | +174+3.1% | Added |
| Arbor Investment Advisors, LLC | 5,794 | $249.1K | 0.03% | +64+1.1% | Added |
| Focus Financial Network, Inc. | 5,779 | $248.5K | 0.01% | +5,779 | New |
| Fortress Wealth Group, LLC | 5,694 | $247.2K | 0.12% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 5,744 | $247.0K | 0.20% | +5,744 | New |
| Lafayette Investments, Inc. | 5,727 | $246.2K | 0.05% | +5,727 | New |
| Peak Planning Group, LLC | 5,722 | $246.0K | 0.16% | +5,722 | New |
| Ashton Thomas Private Wealth, LLC | 5,713 | $245.6K | 0.01% | −442−7.2% | Reduced |