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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 85,545 | $3.68M | 0.18% | +1,142+1.4% | Added |
| Kentucky Retirement Systems | 85,538 | $3.68M | 0.11% | −5,605−6.1% | Reduced |
| Quantbot Technologies LP | 85,079 | $3.66M | 0.09% | −153,696−64.4% | Reduced |
| Hengehold Capital Management LLC | 83,407 | $3.59M | 0.33% | +792+1.0% | Added |
| Commerce Bank | 83,270 | $3.58M | 0.02% | −10,036−10.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 82,746 | $3.56M | 0.01% | −1,153−1.4% | Reduced |
| Tocqueville Asset Management L.P. | 81,187 | $3.49M | 0.05% | +72,506+835.2% | Added |
| Van Eck Associates Corp | 81,174 | $3.49M | 0.00% | −2,915−3.5% | Reduced |
| Bragg Financial Advisors, Inc | 80,052 | $3.44M | 0.12% | −634−0.8% | Reduced |
| Wealth Group, Ltd. | 79,994 | $3.44M | 3.41% | −11,619−12.7% | Reduced |
| Cary Street Partners Financial LLC | 79,906 | $3.44M | 0.10% | +13,995+21.2% | Added |
| Equitable Trust Co | 79,411 | $3.41M | 0.17% | −4,562−5.4% | Reduced |
| Hartford Investment Management Co | 78,438 | $3.37M | 0.11% | −1,531−1.9% | Reduced |
| Private Advisor Group, LLC | 77,989 | $3.35M | 0.02% | −4,939−6.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 77,261 | $3.32M | 0.03% | +6,765+9.6% | Added |
| TD Private Client Wealth LLC | 76,543 | $3.29M | 0.08% | −2,021−2.6% | Reduced |
| Thrivent Financial for Lutherans | 76,522 | $3.29M | 0.01% | −75,394−49.6% | Reduced |
| Wellington Management Group LLP | 76,308 | $3.28M | 0.00% | +27,353+55.9% | Added |
| CWM, LLC | 76,277 | $3.28M | 0.01% | +19,560+34.5% | Added |
| Glass Wealth Management Co LLC | 76,003 | $3.27M | 1.74% | +1,695+2.3% | Added |
| Norinchukin Bank, The | 73,400 | $3.16M | 0.05% | +3,287+4.7% | Added |
| Merit Financial Group, LLC | 72,779 | $3.13M | 0.03% | +21,576+42.1% | Added |
| J.W. Cole Advisors, Inc. | 71,009 | $3.05M | 0.06% | +4,215+6.3% | Added |
| Anchor Investment Management, LLC | 69,963 | $3.01M | 0.26% | −3,424−4.7% | Reduced |
| Concord Wealth Partners | 69,847 | $3.00M | 0.44% | −279−0.4% | Reduced |
| Concord Asset Management, LLC | 69,847 | $3.00M | 0.45% | +59,398+568.5% | Added |
| United Bank | 69,548 | $2.99M | 1.14% | −20,600−22.9% | Reduced |
| Larson Financial Group LLC | 69,357 | $2.98M | 0.12% | +67,193+3,105.0% | Added |
| Csenge Advisory Group | 75,331 | $2.98M | 0.16% | −364−0.5% | Reduced |
| Louisiana State Employees Retirement System | 69,100 | $2.97M | 0.05% | −1,700−2.4% | Reduced |
| Wesbanco Bank Inc | 68,491 | $2.94M | 0.09% | −6,680−8.9% | Reduced |
| Securian Asset Management, Inc | 68,445 | $2.94M | 0.08% | −1,262−1.8% | Reduced |
| Allianz Asset Management GmbH | 68,363 | $2.94M | 0.00% | −42,377−38.3% | Reduced |
| Gulf International Bank (UK) Ltd | 68,030 | $2.92M | 0.10% | −11,349−14.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 67,234 | $2.89M | 0.02% | −4,569−6.4% | Reduced |
| Motley Fool Asset Management LLC | 67,127 | $2.89M | 0.13% | +6,408+10.6% | Added |
| Catherine Avery Investment Management LLC | 66,294 | $2.85M | 2.16% | +17,064+34.7% | Added |
| Montag A & Associates Inc | 65,940 | $2.83M | 0.14% | −85,526−56.5% | Reduced |
| Fifth Third Bancorp | 65,651 | $2.82M | 0.01% | −51,180−43.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 65,545 | $2.82M | 0.50% | −1,787−2.7% | Reduced |
| Camden National Bank | 65,295 | $2.81M | 0.40% | −1,605−2.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 62,087 | $2.80M | 0.19% | +242+0.4% | Added |
| Edmp, Inc. | 65,110 | $2.80M | 2.38% | −5,412−7.7% | Reduced |
| Hancock Whitney Corp | 64,859 | $2.79M | 0.05% | +11,265+21.0% | Added |
| Advisors Asset Management, Inc. | 64,758 | $2.78M | 0.05% | −8,239−11.3% | Reduced |
| Dakota Wealth Management | 64,125 | $2.76M | 0.06% | −69,200−51.9% | Reduced |
| Maryland State Retirement & Pension System | 63,678 | $2.74M | 0.06% | +1,274+2.0% | Added |
| Massmutual Trust Co FSB | 63,526 | $2.73M | 0.07% | +1,243+2.0% | Added |
| Kavar Capital Partners Group, LLC | 63,331 | $2.72M | 0.39% | −190−0.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 63,313 | $2.72M | 0.48% | −3,370−5.1% | Reduced |
| ING Groep NV | 63,143 | $2.71M | 0.02% | +4,309+7.3% | Added |
| Allspring Global Investments Holdings, LLC | 61,327 | $2.71M | 0.00% | −572−0.9% | Reduced |
| Principle Wealth Partners LLC | 63,046 | $2.71M | 0.17% | −1,529−2.4% | Reduced |
| New Mexico Educational Retirement Board | 62,088 | $2.67M | 0.09% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 61,981 | $2.66M | 0.05% | +2,439+4.1% | Added |
| Simmons Bank | 60,851 | $2.62M | 0.19% | +2,699+4.6% | Added |
| Carnegie Capital Asset Management, LLC | 60,536 | $2.60M | 0.05% | +5,135+9.3% | Added |
| Holderness Investments Co | 60,219 | $2.59M | 0.56% | +470+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 59,599 | $2.56M | 0.07% | +8,061+15.6% | Added |
| Lee Danner & Bass Inc | 58,952 | $2.53M | 0.20% | −195−0.3% | Reduced |
| Colonial Trust Co | 58,420 | $2.51M | 0.37% | −9,428−13.9% | Reduced |
| Crossmark Global Holdings, Inc. | 58,284 | $2.51M | 0.04% | −2,001−3.3% | Reduced |
| Gator Capital Management, LLC | 58,000 | $2.49M | 0.78% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 57,999 | $2.49M | 0.06% | +57,999 | New |
| Y-Intercept (Hong Kong) Ltd | 57,779 | $2.48M | 0.06% | +1,277+2.3% | Added |
| Salzhauer Michael | 57,327 | $2.46M | 1.55% | −15,057−20.8% | Reduced |
| Arvest Bank Trust Division | 57,258 | $2.46M | 0.14% | +931+1.7% | Added |
| Jane Street Group, LLC | 57,165 | $2.46M | 0.00% | −756,975−93.0% | Reduced |
| Peloton Wealth Strategists | 56,900 | $2.45M | 0.98% | −2,500−4.2% | Reduced |
| Hardin Capital Partners, LLC | 55,283 | $2.44M | 1.44% | −334−0.6% | Reduced |
| Drucker Wealth 3.0, LLC | 53,993 | $2.44M | 0.47% | −16,258−23.1% | Reduced |
| First Bank & Trust | 56,692 | $2.44M | 0.43% | −1,526−2.6% | Reduced |
| Metis Global Partners, LLC | 56,631 | $2.43M | 0.06% | −7,926−12.3% | Reduced |
| Stratos Wealth Partners, LTD. | 56,061 | $2.41M | 0.03% | −1,225−2.1% | Reduced |
| Fulton Bank, N.A. | 55,619 | $2.39M | 0.09% | −5,265−8.6% | Reduced |
| Rather & Kittrell, Inc. | 55,436 | $2.38M | 0.47% | −100.0% | Reduced |
| Disciplined Equity Management, Inc. | 55,180 | $2.37M | 1.39% | +8,170+17.4% | Added |
| Apollon Wealth Management, LLC | 55,048 | $2.37M | 0.05% | +1,936+3.6% | Added |
| Commerzbank Aktiengesellschaft | 54,895 | $2.36M | 0.05% | +8,269+17.7% | Added |
| HF Advisory Group, LLC | 54,694 | $2.35M | 0.93% | +14,598+36.4% | Added |
| United Capital Financial Advisers, LLC | 54,655 | $2.35M | 0.02% | +10,103+22.7% | Added |
| Laurel Wealth Advisors LLC | 54,338 | $2.34M | 0.35% | −1,000−1.8% | Reduced |
| David Wealth Management LLC | 54,270 | $2.33M | 1.74% | 00.0% | Unchanged |
| Bailard, Inc. | 53,979 | $2.32M | 0.05% | +654+1.2% | Added |
| Oak Harbor Wealth Partners, LLC | 53,326 | $2.29M | 0.62% | +5,593+11.7% | Added |
| Heritage Trust Co | 53,321 | $2.29M | 0.26% | +379+0.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 53,209 | $2.29M | 0.09% | +17,526+49.1% | Added |
| Nicholas Hoffman & Company, LLC. | 53,052 | $2.28M | 0.06% | +50.0% | Added |
| Poehling Capital Management, LLC | 52,747 | $2.27M | 0.53% | +89+0.2% | Added |
| Farmers National Bank | 52,683 | $2.26M | 0.60% | −600−1.1% | Reduced |
| Stock Yards Bank & Trust Co | 52,230 | $2.25M | 0.08% | −3,665−6.6% | Reduced |
| BlueChip Wealth Advisors LLC | 52,196 | $2.24M | 1.00% | −839−1.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 52,167 | $2.24M | 0.12% | +2,000+4.0% | Added |
| Tower Research Capital LLC (TRC) | 52,146 | $2.24M | 0.06% | +7,110+15.8% | Added |
| Moloney Securities Asset Management, LLC | 51,976 | $2.23M | 0.28% | +409+0.8% | Added |
| Prospera Financial Services Inc | 51,579 | $2.22M | 0.04% | +3,950+8.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 51,522 | $2.21M | 0.26% | −517−1.0% | Reduced |
| Ally Financial Inc. | 51,000 | $2.19M | 0.25% | +23,000+82.1% | Added |
| E. Ohman J:or Asset Management AB | 50,884 | $2.19M | 0.05% | −10,096−16.6% | Reduced |
| Moors & Cabot, Inc. | 50,464 | $2.17M | 0.10% | −9,767−16.2% | Reduced |