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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 5,701 | $245.1K | 0.05% | +5,701 | New |
| Victory Financial Group, LLC | 5,679 | $244.1K | 0.04% | +5,679 | New |
| Smith Thornton Advisors LLC | 5,669 | $243.7K | 0.14% | +60+1.1% | Added |
| BLB&B Advisors, LLC | 5,628 | $242.0K | 0.01% | −5,412−49.0% | Reduced |
| Heartwood Wealth Advisors LLC | 5,612 | $241.3K | 0.03% | −1,086−16.2% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 5,604 | $240.9K | 0.06% | +5,604 | New |
| Muirfield Wealth Advisors LLC | 5,603 | $240.9K | 0.19% | +73+1.3% | Added |
| Smith & Howard Wealth Management, LLC | 5,582 | $240.0K | 0.06% | +7+0.1% | Added |
| Continuum Advisory, LLC | 5,562 | $239.1K | 0.03% | −4,003−41.9% | Reduced |
| Penserra Capital Management LLC | 5,585 | $239.0K | 0.00% | −6,534−53.9% | Reduced |
| Cannon Wealth Management Services, LLC | 5,559 | $239.0K | 0.20% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5,543 | $238.3K | 0.01% | +5,543 | New |
| Parcion Private Wealth LLC | 5,527 | $237.6K | 0.02% | −140,424−96.2% | Reduced |
| Next Level Private LLC | 5,527 | $237.6K | 0.08% | +81+1.5% | Added |
| Madison Asset Management, LLC | 5,500 | $236.4K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5,496 | $236.3K | 0.02% | −250−4.4% | Reduced |
| Souders Financial Advisors | 5,496 | $236.3K | 0.03% | +5,496 | New |
| Consolidated Planning Corp | 5,488 | $235.9K | 0.03% | +5,488 | New |
| Rock Point Advisors, LLC | 5,475 | $235.4K | 0.07% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 5,400 | $232.1K | 0.16% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 5,366 | $230.7K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,364 | $230.6K | 0.02% | +8+0.1% | Added |
| Harmony Asset Management LLC | 5,355 | $230.2K | 0.09% | +5,355 | New |
| TrueWealth Advisors, LLC | 5,335 | $229.4K | 0.07% | +371+7.5% | Added |
| Silverlake Wealth Management LLC | 5,335 | $229.3K | 0.07% | +5,335 | New |
| Yeomans Consulting Group, Inc. | 5,178 | $228.9K | 0.09% | +116+2.3% | Added |
| Atlantic Family Wealth, LLC | 5,318 | $228.6K | 0.20% | −20−0.4% | Reduced |
| Conning Inc. | 5,312 | $228.4K | 0.01% | −4,580−46.3% | Reduced |
| WealthTrust Axiom LLC | 5,301 | $227.9K | 0.07% | −4,510−46.0% | Reduced |
| Capital Analysts, LLC | 5,278 | $227.0K | 0.01% | −236−4.3% | Reduced |
| Waldron Private Wealth LLC | 5,275 | $226.8K | 0.01% | +17+0.3% | Added |
| Paragon Capital Management Ltd | 5,274 | $226.7K | 0.04% | −1,916−26.6% | Reduced |
| Gries Financial LLC | 5,274 | $226.7K | 0.04% | +5,274 | New |
| Harbour Investments, Inc. | 5,274 | $226.7K | 0.01% | +9+0.2% | Added |
| Baron Wealth Management LLC | 5,256 | $226.0K | 0.08% | +315+6.4% | Added |
| Augustine Asset Management Inc | 5,218 | $224.3K | 0.06% | −621−10.6% | Reduced |
| M. Kulyk & Associates, LLC | 5,210 | $224.0K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 5,206 | $223.8K | 0.02% | −1,442−21.7% | Reduced |
| TradeWell Securities, LLC. | 5,203 | $223.7K | 0.11% | +54+1.0% | Added |
| Great Valley Advisor Group, Inc. | 5,204 | $223.6K | 0.00% | −428−7.6% | Reduced |
| Tennessee Valley Asset Management Partners | 5,200 | $223.5K | 0.06% | −1,026−16.5% | Reduced |
| SC&H Financial Advisors, Inc. | 5,183 | $222.8K | 0.04% | −150−2.8% | Reduced |
| Sound Income Strategies, LLC | 5,146 | $221.2K | 0.01% | +776+17.8% | Added |
| 1776 Wealth LLC | 5,100 | $219.2K | 0.09% | 00.0% | Unchanged |
| Shayne & Co., LLC | 5,084 | $218.6K | 0.07% | −20.0% | Reduced |
| Ambassador Advisors, LLC | 5,084 | $218.6K | 0.03% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 5,071 | $218.0K | 0.02% | +5+0.1% | Added |
| Net Worth Advisory Group | 5,061 | $217.6K | 0.05% | +5,061 | New |
| Good Steward Wealth Advisors,LLC | 5,051 | $217.1K | 0.17% | −4,941−49.4% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,044 | $216.8K | 0.11% | +5,044 | New |
| Element Wealth, LLC | 5,043 | $216.8K | 0.10% | −226−4.3% | Reduced |
| New Wave Wealth Advisors LLC | 5,042 | $216.8K | 0.09% | −21−0.4% | Reduced |
| Gsa Capital Partners LLP | 5,001 | $215.0K | 0.02% | −15,611−75.7% | Reduced |
| Northstar Asset Management LLC | 5,000 | $214.9K | 0.05% | −2,193−30.5% | Reduced |
| Payne Capital Management, LLC | 5,000 | $214.9K | 0.08% | +5,000 | New |
| High Net Worth Advisory Group LLC | 4,960 | $213.2K | 0.06% | −517−9.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,958 | $213.1K | 0.06% | −9−0.2% | Reduced |
| LongView Wealth Management | 4,954 | $213.0K | 0.06% | −21−0.4% | Reduced |
| Joel Isaacson & Co., LLC | 4,952 | $212.9K | 0.01% | −228−4.4% | Reduced |
| PFW Advisors LLC | 4,951 | $212.8K | 0.07% | −273−5.2% | Reduced |
| City Center Advisors, LLC | 4,950 | $212.8K | 0.23% | +4,950 | New |
| Philadelphia Trust Co | 4,917 | $211.0K | 0.02% | −290−5.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $210.0K | 0.09% | 00.0% | Unchanged |
| Davis R M Inc | 4,861 | $209.0K | 0.00% | −3,474−41.7% | Reduced |
| Avestar Capital, LLC | 4,855 | $208.7K | 0.02% | −334−6.4% | Reduced |
| LexAurum Advisors, LLC | 4,854 | $208.7K | 0.03% | −51−1.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,848 | $208.4K | 0.01% | +4,848 | New |
| Central Trust Co | 4,848 | $208.4K | 0.00% | −597−11.0% | Reduced |
| Colton Groome Financial Advisors, LLC | 4,846 | $208.3K | 0.07% | +4,846 | New |
| Nomura Holdings Inc | 4,805 | $206.6K | 0.00% | −36,739−88.4% | Reduced |
| Exchange Traded Concepts, LLC | 4,792 | $206.0K | 0.00% | +1,906+66.0% | Added |
| Parsonex Advisory Services, Inc. | 4,792 | $206.0K | 0.17% | +4,792 | New |
| Providence Capital Advisors, LLC | 4,775 | $205.3K | 0.04% | −300−5.9% | Reduced |
| Sandhill Capital Partners LLC | 4,766 | $204.9K | 0.01% | −77,611−94.2% | Reduced |
| Chicago Capital, LLC | 4,762 | $204.7K | 0.01% | +4,762 | New |
| Keynote Financial Services LLC | 4,740 | $203.8K | 0.14% | −463−8.9% | Reduced |
| Future Financial Wealth Managment LLC | 4,700 | $202.1K | 0.14% | 00.0% | Unchanged |
| Bollard Group LLC | 4,704 | $202.0K | 0.00% | +282+6.4% | Added |
| Alaethes Wealth LLC | 4,694 | $201.8K | 0.06% | +4,694 | New |
| Sentry Investment Management LLC | 4,387 | $199.0K | 0.11% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 4,599 | $197.7K | 0.09% | +4,363+1,848.7% | Added |
| Creekmur Asset Management LLC | 4,580 | $196.9K | 0.03% | +1,040+29.4% | Added |
| American Capital Advisory, LLC | 4,506 | $193.7K | 0.10% | +30+0.7% | Added |
| Eastern Bank | 4,359 | $187.4K | 0.00% | −500−10.3% | Reduced |
| CNB Bank | 4,357 | $187.3K | 0.09% | −1,183−21.4% | Reduced |
| Accordant Advisory Group Inc | 4,299 | $184.8K | 0.14% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4,299 | $184.8K | 0.14% | +4,258+10,385.4% | Added |
| Newbridge Financial Services Group, Inc. | 4,255 | $182.9K | 0.03% | +273+6.9% | Added |
| Ameritas Advisory Services, LLC | 4,222 | $181.5K | 0.01% | +4,222 | New |
| Westpac Banking Corp | 4,184 | $179.9K | 0.01% | −3,204−43.4% | Reduced |
| LRI Investments, LLC | 4,179 | $179.7K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 4,112 | $176.8K | 0.02% | −212−4.9% | Reduced |
| Cromwell Holdings LLC | 4,108 | $176.6K | 0.11% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,048 | $174.0K | 0.00% | −99,680−96.1% | Reduced |
| MV Capital Management, Inc. | 3,912 | $168.2K | 0.02% | +496+14.5% | Added |
| MUFG Securities EMEA plc | 3,877 | $166.7K | 0.01% | +3,877 | New |
| Manchester Capital Management LLC | 3,869 | $166.3K | 0.02% | −29−0.7% | Reduced |
| Bruce G. Allen Investments, LLC | 3,780 | $162.5K | 0.12% | +47+1.3% | Added |
| Johnson Financial Group, Inc. | 3,711 | $159.5K | 0.01% | +2,112+132.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,696 | $158.9K | 0.09% | −47−1.3% | Reduced |