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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 161,228 | $6.93M | 1.24% | +196+0.1% | Added |
| Kingsview Wealth Management, LLC | 160,767 | $6.91M | 0.12% | +6,226+4.0% | Added |
| Intact Investment Management Inc. | 159,700 | $6.87M | 0.23% | −38,500−19.4% | Reduced |
| Linscomb & Williams, Inc. | 158,329 | $6.81M | 0.31% | +5,525+3.6% | Added |
| Reliant Investment Partners, LLC | 156,293 | $6.72M | 5.86% | −1,978−1.2% | Reduced |
| Davis Selected Advisers | 155,845 | $6.70M | 0.04% | −586−0.4% | Reduced |
| Alerus Financial NA | 153,849 | $6.61M | 0.48% | +10,955+7.7% | Added |
| Old Point Trust & Financial Services N A | 153,450 | $6.60M | 2.30% | −8,225−5.1% | Reduced |
| Mackenzie Financial Corp | 151,711 | $6.52M | 0.01% | −1,137−0.7% | Reduced |
| Mutual of America Capital Management LLC | 150,185 | $6.46M | 0.07% | −2,852−1.9% | Reduced |
| CIBC World Markets Inc. | 148,451 | $6.38M | 0.01% | −34,260−18.8% | Reduced |
| State of Alaska, Department of Revenue | 147,083 | $6.32M | 0.07% | −7,100−4.6% | Reduced |
| Harvest Portfolios Group Inc. | 145,210 | $6.24M | 0.15% | −1,611−1.1% | Reduced |
| DRW Securities, LLC | 144,822 | $6.23M | 0.44% | +138,920+2,353.8% | Added |
| Concurrent Investment Advisors, LLC | 144,441 | $6.21M | 0.12% | +336+0.2% | Added |
| Atlantic Union Bankshares Corp | 144,158 | $6.20M | 0.14% | +75,483+109.9% | Added |
| Oppenheimer & Co Inc | 142,500 | $6.13M | 0.08% | +4,224+3.1% | Added |
| Advisory Services Network, LLC | 140,086 | $6.12M | 0.10% | −14,858−9.6% | Reduced |
| Woodline Partners LP | 141,651 | $6.09M | 0.03% | +30,474+27.4% | Added |
| Los Angeles Capital Management LLC | 141,104 | $6.07M | 0.02% | −167−0.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 140,647 | $6.05M | 0.87% | −2,273−1.6% | Reduced |
| Cornerstone Wealth Group, LLC | 140,243 | $6.03M | 0.45% | +2,589+1.9% | Added |
| OP Asset Management Ltd | 140,103 | $6.02M | 0.09% | −1,684−1.2% | Reduced |
| Ieq Capital, LLC | 139,670 | $6.00M | 0.04% | +54,572+64.1% | Added |
| Atria Investments LLC | 136,310 | $5.86M | 0.07% | +5,544+4.2% | Added |
| Pinnacle Financial Partners Inc | 134,446 | $5.78M | 0.12% | +83+0.1% | Added |
| Associated Banc-Corp | 132,457 | $5.69M | 0.16% | −5,708−4.1% | Reduced |
| Shelton Capital Management | 131,783 | $5.67M | 0.13% | +11,744+9.8% | Added |
| Stephens Inc | 130,913 | $5.63M | 0.08% | −799−0.6% | Reduced |
| United Capital Management of KS, Inc. | 129,105 | $5.55M | 0.87% | +3,485+2.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 128,968 | $5.54M | 1.04% | +39,308+43.8% | Added |
| JustInvest LLC | 128,417 | $5.52M | 0.06% | −2,313−1.8% | Reduced |
| NEOS Investment Management LLC | 127,879 | $5.50M | 0.07% | +26,739+26.4% | Added |
| HRT Financial LP | 127,443 | $5.48M | 0.02% | +53,169+71.6% | Added |
| Bank of Nova Scotia | 126,387 | $5.43M | 0.01% | −11,402−8.3% | Reduced |
| Loudon Investment Management, LLC | 124,821 | $5.37M | 2.97% | −525−0.4% | Reduced |
| Grant Private Wealth Management Inc | 124,663 | $5.36M | 3.04% | +124,663 | New |
| Chesley Taft & Associates LLC | 124,041 | $5.33M | 0.24% | −120−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 123,789 | $5.32M | 0.02% | +4,025+3.4% | Added |
| King Luther Capital Management Corp | 122,979 | $5.29M | 0.02% | +73,823+150.2% | Added |
| Whitener Capital Management, Inc. | 120,934 | $5.20M | 1.38% | +226+0.2% | Added |
| XTX Topco Ltd | 119,727 | $5.15M | 0.21% | +95,002+384.2% | Added |
| Baugh & Associates, LLC | 129,066 | $5.14M | 2.68% | −5,961−4.4% | Reduced |
| HB Wealth Management, LLC | 118,765 | $5.11M | 0.04% | −18,217−13.3% | Reduced |
| LaFleur & Godfrey LLC | 118,553 | $5.10M | 0.64% | −10,817−8.4% | Reduced |
| Colony Group, LLC | 118,219 | $5.08M | 0.01% | −1,258−1.1% | Reduced |
| Natixis | 115,444 | $4.96M | 0.02% | −340,871−74.7% | Reduced |
| Bridge Creek Capital Management LLC | 114,202 | $4.91M | 1.44% | +611+0.5% | Added |
| Nordea Investment Management AB | 113,812 | $4.91M | 0.00% | +6,605+6.2% | Added |
| Oregon Public Employees Retirement Fund | 113,175 | $4.87M | 0.09% | +100+0.1% | Added |
| Candriam Luxembourg S.C.A. | 112,891 | $4.85M | 0.03% | −548,367−82.9% | Reduced |
| Brinker Capital Investments, LLC | 111,683 | $4.80M | 0.04% | +13,823+14.1% | Added |
| Country Club Bank | 112,340 | $4.79M | 0.30% | −3,771−3.2% | Reduced |
| Abn Amro Investment Solutions | 111,263 | $4.78M | 0.10% | −23,041−17.2% | Reduced |
| First Citizens Bank & Trust Co | 110,540 | $4.75M | 0.09% | +3,015+2.8% | Added |
| Inspire Trust Co, N.A. | 108,000 | $4.64M | 0.96% | +18,000+20.0% | Added |
| Simon Quick Advisors, LLC | 107,726 | $4.63M | 0.23% | +100,256+1,342.1% | Added |
| QRG Capital Management, Inc. | 107,154 | $4.61M | 0.04% | −62,947−37.0% | Reduced |
| ASR Vermogensbeheer N.V. | 106,783 | $4.59M | 0.06% | +4,901+4.8% | Added |
| Kempner Capital Management Inc. | 106,692 | $4.59M | 2.46% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 106,593 | $4.58M | 0.01% | +18,204+20.6% | Added |
| Generali Asset Management SPA SGR | 106,556 | $4.58M | 0.10% | +68,782+182.1% | Added |
| Griffin Asset Management, Inc. | 106,299 | $4.57M | 0.54% | −181−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 105,698 | $4.54M | 0.18% | +15,800+17.6% | Added |
| RSM US Wealth Management LLC | 104,831 | $4.51M | 0.06% | −23,876−18.6% | Reduced |
| Hedeker Wealth, LLC | 103,757 | $4.46M | 1.04% | +2,908+2.9% | Added |
| Teachers Retirement System of the State of Kentucky | 103,733 | $4.46M | 0.04% | +1,304+1.3% | Added |
| Colonial Trust Advisors | 102,983 | $4.43M | 0.37% | −2,671−2.5% | Reduced |
| Cullinan Associates Inc | 102,535 | $4.41M | 0.29% | −700−0.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 102,265 | $4.40M | 0.76% | −4,230−4.0% | Reduced |
| Wellington Shields Capital Management, LLC | 102,061 | $4.39M | 0.74% | +4,069+4.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 102,033 | $4.39M | 0.01% | −8,815−8.0% | Reduced |
| Pinebridge Investments, L.P. | 101,870 | $4.38M | 0.04% | −68,474−40.2% | Reduced |
| Verdence Capital Advisors LLC | 101,380 | $4.36M | 0.30% | +9,046+9.8% | Added |
| Patten & Patten Inc | 101,127 | $4.35M | 0.28% | −5,345−5.0% | Reduced |
| Venture Visionary Partners LLC | 100,632 | $4.33M | 0.16% | +29,299+41.1% | Added |
| Dana Investment Advisors, Inc. | 99,766 | $4.29M | 0.14% | −9,685−8.8% | Reduced |
| Engineers Gate Manager LP | 97,022 | $4.17M | 0.05% | −158,206−62.0% | Reduced |
| Semmax Financial Advisors Inc. | 95,398 | $4.16M | 1.07% | +1,836+2.0% | Added |
| Sterling Investment Advisors, Ltd. | 96,326 | $4.14M | 0.91% | −4,983−4.9% | Reduced |
| Clearstead Advisors, LLC | 96,069 | $4.13M | 0.06% | +5,978+6.6% | Added |
| Moore Capital Management, LP | 95,200 | $4.09M | 0.08% | −137,087−59.0% | Reduced |
| Capital Investment Advisory Services, LLC | 94,544 | $4.06M | 0.33% | −4,994−5.0% | Reduced |
| Jump Financial, LLC | 94,270 | $4.05M | 0.05% | +85,340+955.7% | Added |
| Mubadala Investment Co PJSC | 93,330 | $4.01M | 0.02% | +93,330 | New |
| Fiduciary Alliance LLC | 92,369 | $3.97M | 0.30% | −6,185−6.3% | Reduced |
| Kestra Private Wealth Services, LLC | 92,241 | $3.97M | 0.06% | +6,364+7.4% | Added |
| Community Bank, N.A. | 92,254 | $3.97M | 0.52% | +8,245+9.8% | Added |
| Axxcess Wealth Management, LLC | 91,564 | $3.94M | 0.09% | −502−0.5% | Reduced |
| Mizuho Securities USA LLC | 90,502 | $3.89M | 0.08% | +90,502 | New |
| Keybank National Association | 90,250 | $3.88M | 0.01% | −6,224−6.5% | Reduced |
| Iowa State Bank | 89,573 | $3.85M | 0.77% | −1,843−2.0% | Reduced |
| XML Financial, LLC | 89,479 | $3.85M | 0.33% | −2,269−2.5% | Reduced |
| Brevan Howard Capital Management LP | 89,452 | $3.85M | 0.04% | +89,452 | New |
| Signature Wealth Management Group | 88,973 | $3.82M | 1.51% | −545−0.6% | Reduced |
| Avanza Fonder AB | 87,274 | $3.75M | 0.11% | −13,506−13.4% | Reduced |
| Am Investment Strategies LLC | 87,078 | $3.74M | 0.88% | +1,512+1.8% | Added |
| Warren Averett Asset Management, LLC | 86,537 | $3.72M | 0.04% | +7,924+10.1% | Added |
| Thomasville National Bank | 86,411 | $3.71M | 0.25% | +8,941+11.5% | Added |
| Groupe la Francaise | 86,012 | $3.68M | 0.06% | +14,315+20.0% | Added |