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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 668 | $28.7K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 643 | $27.6K | 0.01% | +268+71.5% | Added |
| Wealth Preservation Advisors, LLC | 641 | $27.6K | 0.02% | +32+5.3% | Added |
| Financial Perspectives, Inc | 637 | $27.4K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 735 | $27.1K | 0.31% | +678+1,189.5% | Added |
| Loomis Sayles & Co L P | 612 | $26.3K | 0.00% | −14,361−95.9% | Reduced |
| DAGCO, Inc. | 610 | $26.2K | 0.01% | +610 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $26.0K | 0.01% | 00.0% | Unchanged |
| Motco | 591 | $25.8K | 0.00% | −207−25.9% | Reduced |
| Hopwood Financial Services, Inc. | 600 | $25.8K | 0.02% | 00.0% | Unchanged |
| Navigoe, LLC | 600 | $25.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 574 | $24.7K | 0.01% | −5−0.9% | Reduced |
| SWAN Capital LLC | 570 | $24.5K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 568 | $24.4K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 524 | $22.5K | 0.01% | −1,316−71.5% | Reduced |
| AllSquare Wealth Management LLC | 513 | $22.1K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 508 | $21.9K | 0.02% | −391−43.5% | Reduced |
| N.E.W. Advisory Services LLC | 500 | $21.5K | 0.00% | +57+12.9% | Added |
| Vermillion & White Wealth Management Group, LLC | 498 | $21.4K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 479 | $20.6K | 0.01% | −14−2.8% | Reduced |
| Ogorek Anthony Joseph | 485 | $20.0K | 0.01% | −113−18.9% | Reduced |
| Centricity Wealth Management, LLC | 456 | $19.6K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 427 | $18.4K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 424 | $18.2K | 0.00% | +424 | New |
| TD Capital Management LLC | 424 | $18.2K | 0.00% | +1+0.2% | Added |
| Rialto Wealth Management, LLC | 418 | $18.0K | 0.01% | +73+21.2% | Added |
| Morton Brown Family Wealth, LLC | 417 | $17.9K | 0.01% | +4+1.0% | Added |
| Edmond de Rothschild Holding S.A. | 403 | $17.3K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 388 | $16.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 388 | $16.7K | 0.01% | +135+53.4% | Added |
| Richard W. Paul & Associates, LLC | 383 | $16.5K | 0.01% | +9+2.4% | Added |
| Strengthening Families & Communities, LLC | 383 | $16.5K | 0.01% | +383 | New |
| Fairman Group, LLC | 379 | $16.3K | 0.01% | +5+1.3% | Added |
| Lowe Wealth Advisors, LLC | 377 | $16.2K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $16.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 360 | $15.5K | 0.00% | +54+17.6% | Added |
| Piscataqua Savings Bank | 360 | $15.5K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 356 | $15.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 328 | $14.1K | 0.01% | +4+1.2% | Added |
| High Note Wealth, LLC | 324 | $13.9K | 0.00% | −54−14.3% | Reduced |
| Armstrong Advisory Group, Inc | 320 | $13.8K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 319 | $13.7K | 0.00% | +185+138.1% | Added |
| Solstein Capital, LLC | 311 | $13.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $12.9K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 300 | $12.9K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $12.9K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $12.9K | 0.01% | +300 | New |
| Fortitude Family Office, LLC | 294 | $12.6K | 0.00% | +114+63.3% | Added |
| Howard Hughes Medical Institute | 284 | $12.2K | 0.00% | +284 | New |
| PFS Partners, LLC | 281 | $12.1K | 0.01% | +281 | New |
| Proathlete Wealth Management LLC | 281 | $12.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 273 | $12.1K | 0.00% | +241+753.1% | Added |
| Bangor Savings Bank | 270 | $11.6K | 0.00% | −5−1.8% | Reduced |
| Valued Wealth Advisors LLC | 269 | $11.5K | 0.01% | −93−25.7% | Reduced |
| Highline Wealth Partners LLC | 267 | $11.5K | 0.00% | +76+39.8% | Added |
| Stone House Investment Management, LLC | 258 | $11.1K | 0.00% | −159−38.1% | Reduced |
| JFS Wealth Advisors, LLC | 254 | $10.9K | 0.00% | −127−33.3% | Reduced |
| Hillsdale Investment Management Inc. | 250 | $10.7K | 0.00% | +250 | New |
| Dogwood Wealth Management LLC | 236 | $10.7K | 0.01% | +223+1,715.4% | Added |
| St Germain D J Co Inc | 248 | $10.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 245 | $10.5K | 0.00% | +245 | New |
| Bell Investment Advisors, Inc | 241 | $10.4K | 0.00% | +28+13.1% | Added |
| GFG Capital, LLC | 238 | $10.2K | 0.00% | +238 | New |
| Traub Capital Management LLC | 237 | $10.2K | 0.01% | +237 | New |
| Global X Japan Co., Ltd. | 236 | $10.1K | 0.00% | −94−28.5% | Reduced |
| Avion Wealth | 248 | $10.0K | 0.00% | +60+31.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 226 | $9.70K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 225 | $9.67K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 211 | $9.07K | 0.00% | +211 | New |
| GoalVest Advisory LLC | 205 | $8.81K | 0.00% | +198+2,828.6% | Added |
| Webster Bank, N. A. | 200 | $8.60K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 201 | $8.55K | 0.00% | −1,099−84.5% | Reduced |
| Raffa Wealth Management, LLC | 198 | $8.51K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 195 | $8.38K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 193 | $8.30K | 0.00% | +64+49.6% | Added |
| Silicon Valley Capital Partners | 193 | $8.30K | 0.00% | +193 | New |
| Cornerstone Planning Group LLC | 184 | $7.99K | 0.00% | +80+76.9% | Added |
| Fairway Wealth LLC | 185 | $7.95K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 178 | $7.65K | 0.00% | +178 | New |
| Boreal Capital Management LLC | 176 | $7.57K | 0.01% | +176 | New |
| Key Financial Inc | 174 | $7.48K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 173 | $7.44K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 168 | $7.22K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 165 | $7.09K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 162 | $6.96K | 0.00% | +162 | New |
| Centennial Bank | 161 | $6.92K | 0.00% | −580−78.3% | Reduced |
| Anfield Capital Management, LLC | 155 | $6.66K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $6.45K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 150 | $6.45K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 143 | $6.13K | 0.00% | +2+1.4% | Added |
| Indiana Trust & Investment Management CO | 142 | $6.11K | 0.00% | +65+84.4% | Added |
| Harvest Fund Management Co., Ltd | 130 | $6.00K | 0.00% | −5,097−97.5% | Reduced |
| Park Square Financial Group, LLC | 136 | $5.85K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 125 | $5.37K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 125 | $5.37K | 0.00% | +125 | New |
| First Financial Corp | 120 | $5.16K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 120 | $5.16K | 0.00% | +120 | New |
| Sit Investment Associates Inc | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 114 | $4.88K | 0.00% | −8−6.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 109 | $4.69K | 0.00% | +7+6.9% | Added |