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 |
|---|---|---|---|---|---|
| Sciencast Management LP | 50,437 | $2.17M | 0.45% | +50,437 | New |
| KMG Fiduciary Partners, LLC | 50,055 | $2.15M | 0.16% | +2,416+5.1% | Added |
| CWA Asset Management Group, LLC | 49,612 | $2.13M | 0.09% | −8,591−14.8% | Reduced |
| Huntington National Bank | 49,600 | $2.13M | 0.01% | −2,611−5.0% | Reduced |
| IVC Wealth Advisors LLC | 49,594 | $2.13M | 1.04% | −1,504−2.9% | Reduced |
| Argyle Capital Management Inc. | 49,366 | $2.12M | 0.77% | +2,400+5.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 49,102 | $2.11M | 0.80% | +15,865+47.7% | Added |
| SeaCrest Wealth Management, LLC | 48,953 | $2.10M | 0.23% | +722+1.5% | Added |
| Vise Technologies, Inc. | 48,813 | $2.10M | 0.09% | +48,813 | New |
| Thompson Siegel & Walmsley LLC | 48,774 | $2.10M | 0.04% | −502−1.0% | Reduced |
| Southern Capital Advisors, LLC | 48,446 | $2.08M | 1.07% | +1,255+2.7% | Added |
| CIBC Private Wealth Group, LLC | 48,373 | $2.08M | 0.00% | −118,797−71.1% | Reduced |
| Mutual Advisors, LLC | 45,456 | $2.08M | 0.05% | +2,137+4.9% | Added |
| Capital Investment Counsel, Inc | 48,266 | $2.07M | 0.28% | −4,959−9.3% | Reduced |
| Everence Capital Management Inc | 47,920 | $2.06M | 0.13% | 00.0% | Unchanged |
| Omers Administration Corp | 47,639 | $2.05M | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 47,564 | $2.04M | 0.02% | −3,597−7.0% | Reduced |
| Pathway Financial Advisers, LLC | 46,755 | $2.01M | 0.65% | −205−0.4% | Reduced |
| Empirical Finance, LLC | 46,253 | $1.99M | 0.10% | +289+0.6% | Added |
| Canada Post Corp Registered Pension Plan | 46,138 | $1.98M | 0.12% | +46,138 | New |
| Financial Partners Group, LLC | 45,982 | $1.98M | 0.72% | +10,596+29.9% | Added |
| Integrated Wealth Concepts LLC | 45,916 | $1.97M | 0.02% | +16,951+58.5% | Added |
| Abundance Wealth Counselors | 45,886 | $1.97M | 0.37% | +723+1.6% | Added |
| Bleakley Financial Group, LLC | 45,192 | $1.94M | 0.05% | +6,834+17.8% | Added |
| EJF Capital LLC | 44,901 | $1.93M | 1.54% | −29,349−39.5% | Reduced |
| GHP Investment Advisors, Inc. | 44,872 | $1.93M | 0.09% | +439+1.0% | Added |
| Vident Advisory, LLC | 44,800 | $1.93M | 0.02% | +2,362+5.6% | Added |
| Argent Advisors, Inc. | 44,536 | $1.91M | 0.59% | +2,951+7.1% | Added |
| Fearless Solutions, LLC dba Best Invest | 44,332 | $1.91M | 1.33% | +282+0.6% | Added |
| Novare Capital Management LLC | 44,057 | $1.89M | 0.15% | −8,536−16.2% | Reduced |
| Capital International Sarl | 43,552 | $1.87M | 0.04% | −3,276−7.0% | Reduced |
| Capital Investment Advisors, LLC | 43,493 | $1.87M | 0.03% | −2,088−4.6% | Reduced |
| Investors Research Corp | 43,378 | $1.86M | 0.37% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 43,299 | $1.86M | 0.07% | −2,164−4.8% | Reduced |
| Glenmede Investment Management, LP | 43,188 | $1.86M | 0.01% | +43,188 | New |
| Intech Investment Management LLC | 42,725 | $1.84M | 0.02% | −2,181−4.9% | Reduced |
| Princeton Capital Management LLC | 42,529 | $1.83M | 0.54% | +7,282+20.7% | Added |
| one8zero8, LLC | 42,172 | $1.81M | 0.43% | +1,769+4.4% | Added |
| Marco Investment Management LLC | 41,956 | $1.80M | 0.15% | −3,950−8.6% | Reduced |
| Principal Securities, Inc. | 41,780 | $1.80M | 0.03% | −10,213−19.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 41,776 | $1.80M | 0.03% | −78−0.2% | Reduced |
| Ahl Investment Management, Inc. | 41,609 | $1.79M | 1.19% | −2,135−4.9% | Reduced |
| Ballast, Inc. | 41,058 | $1.77M | 0.46% | +1,710+4.3% | Added |
| Procyon Private Wealth Partners, LLC | 40,925 | $1.76M | 0.17% | +16,452+67.2% | Added |
| Sequoia Financial Advisors, LLC | 40,827 | $1.76M | 0.01% | +2,494+6.5% | Added |
| Arvest Investments, Inc. | 40,525 | $1.74M | 0.26% | −698−1.7% | Reduced |
| Toroso Investments, LLC | 40,328 | $1.73M | 0.01% | +15,016+59.3% | Added |
| Foundations Investment Advisors, LLC | 40,199 | $1.73M | 0.03% | −1,062−2.6% | Reduced |
| Jacobi Capital Management LLC | 39,829 | $1.71M | 0.11% | +2,473+6.6% | Added |
| IFG Advisory, LLC | 39,826 | $1.71M | 0.09% | −18,537−31.8% | Reduced |
| Kentucky Trust Co | 39,665 | $1.71M | 0.98% | +220+0.6% | Added |
| Frank, Rimerman Advisors LLC | 39,497 | $1.70M | 0.11% | +9,022+29.6% | Added |
| Heritage Wealth Advisors | 39,199 | $1.69M | 0.08% | −981−2.4% | Reduced |
| Icon Advisers Inc | 39,100 | $1.68M | 0.38% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 39,055 | $1.68M | 0.11% | −7,054−15.3% | Reduced |
| Berkeley Capital Partners, LLC | 38,886 | $1.67M | 0.42% | +877+2.3% | Added |
| Level Four Advisory Services, LLC | 38,876 | $1.67M | 0.06% | −1,164−2.9% | Reduced |
| Cornercap Investment Counsel Inc | 38,862 | $1.67M | 0.87% | −896−2.3% | Reduced |
| Savant Capital, LLC | 38,758 | $1.67M | 0.01% | −23,452−37.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 38,478 | $1.65M | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 38,457 | $1.65M | 0.02% | −4,563−10.6% | Reduced |
| Diamant Asset Management, Inc. | 38,421 | $1.65M | 1.26% | −200−0.5% | Reduced |
| St. Johns Investment Management Company, LLC | 38,411 | $1.65M | 0.76% | +1,809+4.9% | Added |
| Kinneret Advisory, LLC | 38,299 | $1.65M | 0.15% | −58−0.2% | Reduced |
| BankPlus Trust Department | 38,156 | $1.64M | 0.49% | +5,268+16.0% | Added |
| AIA Group Ltd | 37,915 | $1.63M | 0.04% | −4,890−11.4% | Reduced |
| Signaturefd, LLC | 37,675 | $1.62M | 0.03% | −10,525−21.8% | Reduced |
| Norris Financial Group, LLC | 37,458 | $1.61M | 0.66% | −1,455−3.7% | Reduced |
| Congress Wealth Management LLC | 37,375 | $1.61M | 0.02% | −8,404−18.4% | Reduced |
| Resources Investment Advisors, LLC. | 37,222 | $1.60M | 0.02% | −817−2.1% | Reduced |
| Quadrant Capital Group LLC | 37,159 | $1.60M | 0.06% | +5,730+18.2% | Added |
| Ossiam | 36,922 | $1.59M | 0.02% | +8,165+28.4% | Added |
| Arcus Capital Partners, LLC | 36,722 | $1.58M | 0.68% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 36,500 | $1.57M | 0.05% | +4,000+12.3% | Added |
| Citizens & Northern Corp | 36,476 | $1.57M | 0.42% | −1,267−3.4% | Reduced |
| Davis Investment Partners, LLC | 35,426 | $1.57M | 0.56% | +5,809+19.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 36,303 | $1.56M | 0.11% | −2,517−6.5% | Reduced |
| Wealth Alliance | 36,273 | $1.56M | 0.17% | −894−2.4% | Reduced |
| Trust Co of Toledo NA | 36,253 | $1.56M | 0.17% | −9,903−21.5% | Reduced |
| JT Stratford LLC | 35,649 | $1.53M | 0.23% | −1,508−4.1% | Reduced |
| Blair William & Co | 35,511 | $1.53M | 0.00% | +3,173+9.8% | Added |
| Raleigh Capital Management Inc. | 35,430 | $1.52M | 0.64% | +1,314+3.9% | Added |
| Mindset Wealth Management, LLC | 35,388 | $1.52M | 0.50% | +565+1.6% | Added |
| Marotta Asset Management | 35,216 | $1.51M | 0.30% | −6,981−16.5% | Reduced |
| AMG National Trust Bank | 35,195 | $1.51M | 0.04% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 35,174 | $1.51M | 0.32% | +23,050+190.1% | Added |
| Physicians Financial Services, Inc. | 34,943 | $1.50M | 0.45% | −600−1.7% | Reduced |
| Quadrature Capital Ltd | 34,935 | $1.50M | 0.03% | +34,935 | New |
| Crews Bank & Trust | 34,744 | $1.49M | 0.24% | −4,070−10.5% | Reduced |
| M&G Plc | 34,548 | $1.49M | 0.01% | −242,536−87.5% | Reduced |
| Beacon Pointe Advisors, LLC | 34,449 | $1.48M | 0.02% | +469+1.4% | Added |
| Buckingham Strategic Partners | 34,259 | $1.47M | 0.02% | +8,057+30.7% | Added |
| Neville Rodie & Shaw Inc | 34,145 | $1.47M | 0.11% | −4,538−11.7% | Reduced |
| Banque Cantonale Vaudoise | 33,844 | $1.46M | 0.06% | +10,409+44.4% | Added |
| Eagle Bluffs Wealth Management LLC | 33,701 | $1.45M | 0.69% | +74+0.2% | Added |
| Creative Financial Designs Inc | 33,641 | $1.45M | 0.10% | +30,283+901.8% | Added |
| Octavia Wealth Advisors, LLC | 33,619 | $1.45M | 0.16% | −5,741−14.6% | Reduced |
| Park Circle Co | 33,530 | $1.44M | 1.24% | +12,600+60.2% | Added |
| Taylor Financial Group, Inc. | 33,338 | $1.43M | 0.89% | +2,630+8.6% | Added |
| Ostrum Asset Management | 33,225 | $1.43M | 0.07% | −3,411−9.3% | Reduced |