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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 3,493 | $154.3K | 0.00% | +379+12.2% | Added |
| Fairscale Capital, LLC | 3,503 | $153.1K | 0.11% | 00.0% | Unchanged |
| Onefund, LLC | 3,487 | $150.0K | 0.11% | +3,487 | New |
| Investment Management Corp | 3,459 | $148.7K | 0.13% | +141+4.2% | Added |
| Hartford Financial Management Inc. | 3,449 | $148.3K | 0.04% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,403 | $146.3K | 0.66% | −142−4.0% | Reduced |
| Global Trust Asset Management, LLC | 3,401 | $146.2K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,234 | $139.0K | 0.07% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3,182 | $136.8K | 0.09% | +138+4.5% | Added |
| Carderock Capital Management Inc | 3,137 | $134.9K | 0.03% | +3,137 | New |
| Mount Yale Investment Advisors, LLC | 3,131 | $134.6K | 0.01% | +3,131 | New |
| Curio Wealth, LLC | 3,022 | $129.9K | 0.06% | +3,020+151,000.0% | Added |
| First PREMIER Bank | 3,000 | $129.0K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,000 | $129.0K | 0.04% | −1,000−25.0% | Reduced |
| Viking Fund Management LLC | 3,000 | $129.0K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,999 | $128.9K | 0.04% | +146+5.1% | Added |
| Caldwell Sutter Capital, Inc. | 2,924 | $125.7K | 0.06% | −129−4.2% | Reduced |
| Atlantic Trust, LLC | 2,861 | $123.0K | 0.02% | +1,015+55.0% | Added |
| Riverview Trust Co | 2,712 | $116.6K | 0.15% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 74,770 | $113.0K | 0.06% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,587 | $111.2K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,565 | $110.3K | 0.02% | +149+6.2% | Added |
| SBI Securities Co., Ltd. | 2,491 | $107.1K | 0.00% | −14−0.6% | Reduced |
| Millstone Evans Group, LLC | 2,483 | $106.7K | 0.07% | 00.0% | Unchanged |
| Curat Global, LLC | 2,443 | $105.0K | 0.10% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,430 | $104.5K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,360 | $101.5K | 0.13% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,315 | $99.5K | 0.07% | +270+13.2% | Added |
| Private Wealth Asset Management, LLC | 2,282 | $98.1K | 0.01% | −29−1.3% | Reduced |
| Hughes Financial Services, LLC | 2,254 | $96.9K | 0.02% | −38−1.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,246 | $96.6K | 0.03% | −575−20.4% | Reduced |
| Sunbelt Securities, Inc. | 2,208 | $95.8K | 0.01% | −261−10.6% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $93.5K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,171 | $93.3K | 0.04% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,117 | $91.0K | 0.01% | −51−2.4% | Reduced |
| Capital Advisors, Ltd. LLC | 2,088 | $90.0K | 0.01% | +129+6.6% | Added |
| Abound Wealth Management | 2,089 | $89.8K | 0.03% | +1,199+134.7% | Added |
| SOA Wealth Advisors, LLC. | 2,079 | $89.4K | 0.02% | −779−27.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,043 | $88.0K | 0.01% | +215+11.8% | Added |
| Nemes Rush Group LLC | 2,018 | $86.8K | 0.01% | −847−29.6% | Reduced |
| GW&K Investment Management, LLC | 1,991 | $86.0K | 0.00% | +632+46.5% | Added |
| IMA Wealth, Inc. | 1,961 | $84.3K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 1,929 | $84.3K | 0.04% | +500+35.0% | Added |
| Smithfield Trust Co | 1,970 | $84.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,925 | $82.8K | 0.01% | −705−26.8% | Reduced |
| Essential Partners LLC | 1,868 | $80.3K | 0.03% | +1,868 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,819 | $78.0K | 0.00% | −1,008−35.7% | Reduced |
| Aventura Private Wealth, LLC | 1,790 | $77.0K | 0.03% | −312−14.8% | Reduced |
| Richardson Financial Services Inc. | 1,695 | $74.9K | 0.05% | −50−2.9% | Reduced |
| Versant Capital Management, Inc | 1,709 | $73.5K | 0.01% | −1,499−46.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,643 | $70.6K | 0.03% | +216+15.1% | Added |
| REAP Financial Group, LLC | 1,632 | $70.1K | 0.02% | +1,100+206.8% | Added |
| Kiker Wealth Management, LLC | 1,605 | $69.0K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,584 | $68.1K | 0.02% | +29+1.9% | Added |
| Headlands Technologies LLC | 1,563 | $67.2K | 0.01% | +119+8.2% | Added |
| Main Street Group, LTD | 1,542 | $66.3K | 0.02% | −217−12.3% | Reduced |
| Chilton Capital Management LLC | 1,500 | $64.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $62.3K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,388 | $59.7K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,375 | $59.1K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,360 | $58.5K | 0.00% | +1,360 | New |
| Capula Management Ltd | 1,358 | $58.4K | 0.00% | +1,358 | New |
| UMA Financial Services, Inc. | 1,353 | $58.2K | 0.01% | +7+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 1,340 | $57.6K | 0.02% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,310 | $56.3K | 0.04% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,305 | $56.0K | 0.03% | −2,718−67.6% | Reduced |
| Burkett Financial Services, LLC | 1,241 | $53.3K | 0.02% | −4−0.3% | Reduced |
| Private Wealth Management Group, LLC | 1,235 | $53.1K | 0.02% | +9+0.7% | Added |
| City State Bank | 1,169 | $50.3K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,153 | $49.6K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,144 | $49.2K | 0.03% | −223−16.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,094 | $47.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,092 | $47.0K | 0.00% | +955+697.1% | Added |
| Paradigm Asset Management Co LLC | 1,083 | $46.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,069 | $46.0K | 0.00% | +195+22.3% | Added |
| CoreCap Advisors, LLC | 1,066 | $45.8K | 0.00% | −163−13.3% | Reduced |
| TCTC Holdings, LLC | 1,023 | $44.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,018 | $43.8K | 0.01% | +670+192.5% | Added |
| Pin Oak Investment Advisors Inc | 1,069 | $43.0K | 0.04% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 961 | $41.3K | 0.02% | +961 | New |
| Beacon Capital Management, LLC | 942 | $40.5K | 0.01% | −223−19.1% | Reduced |
| Harbor Investment Advisory, LLC | 931 | $40.0K | 0.00% | −865−48.2% | Reduced |
| Hemington Wealth Management | 929 | $39.0K | 0.01% | −50−5.1% | Reduced |
| Winthrop Capital Management, LLC | 914 | $39.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 882 | $37.9K | 0.01% | +882 | New |
| Leonteq Securities AG | 861 | $37.0K | 0.00% | −501−36.8% | Reduced |
| Pinnacle Bancorp, Inc. | 859 | $36.9K | 0.01% | −1,200−58.3% | Reduced |
| Missouri Trust & Investment Co | 854 | $36.7K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 853 | $36.7K | 0.03% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 815 | $35.9K | 0.01% | +815 | New |
| Ramirez Asset Management, Inc. | 800 | $34.4K | 0.01% | +300+60.0% | Added |
| Rise Advisors, LLC | 791 | $34.0K | 0.01% | +9+1.2% | Added |
| Sachetta, LLC | 784 | $33.7K | 0.01% | +35+4.7% | Added |
| CBIZ Investment Advisory Services, LLC | 780 | $33.5K | 0.00% | +521+201.2% | Added |
| Optiver Holding B.V. | 747 | $32.1K | 0.00% | +747 | New |
| Rossby Financial, LCC | 743 | $31.9K | 0.01% | −387−34.2% | Reduced |
| Atlantic Private Wealth, LLC | 715 | $30.7K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 697 | $29.9K | 0.01% | +10+1.5% | Added |
| Princeton Global Asset Management LLC | 696 | $29.9K | 0.01% | +696 | New |
| Covestor Ltd | 675 | $29.0K | 0.02% | −1,378−67.1% | Reduced |