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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 33,075 | $1.42M | 0.20% | −4,536−12.1% | Reduced |
| Voya Financial Advisors, Inc. | 33,277 | $1.42M | 0.14% | +1,579+5.0% | Added |
| Stonebridge Capital Advisors LLC | 32,970 | $1.42M | 0.11% | −672−2.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 32,669 | $1.40M | 0.23% | +3,464+11.9% | Added |
| V. M. Manning & Co., Inc. | 29,384 | $1.38M | 1.53% | +29,384 | New |
| Meitav Dash Investments Ltd | 32,146 | $1.38M | 0.02% | +7,396+29.9% | Added |
| New England Research & Management, Inc. | 32,075 | $1.38M | 0.66% | −709−2.2% | Reduced |
| Investment Management Corp of Ontario | 32,032 | $1.38M | 0.02% | −5,500−14.7% | Reduced |
| D.A. Davidson & Co. | 31,969 | $1.37M | 0.01% | +69+0.2% | Added |
| Jain Global LLC | 31,942 | $1.37M | 0.02% | +20,716+184.5% | Added |
| Tounjian Advisory Partners, LLC | 33,308 | $1.37M | 0.27% | −436−1.3% | Reduced |
| Canandaigua National Bank & Trust Co | 31,774 | $1.37M | 0.13% | +1,198+3.9% | Added |
| AssuredPartners Investment Advisors, LLC | 31,574 | $1.36M | 0.33% | +948+3.1% | Added |
| Ballentine Partners, LLC | 31,482 | $1.35M | 0.02% | +2,454+8.5% | Added |
| MUFG Securities Americas Inc. | 31,398 | $1.35M | 0.12% | +5,416+20.8% | Added |
| Applied Capital LLC | 31,361 | $1.35M | 1.00% | −152−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 31,128 | $1.34M | 0.01% | −151−0.5% | Reduced |
| Erste Asset Management GmbH | 31,375 | $1.34M | 0.01% | +31,375 | New |
| Walleye Capital LLC | 30,975 | $1.33M | 0.01% | −17,609−36.2% | Reduced |
| PBMares Wealth Management LLC | 30,940 | $1.33M | 0.24% | +28+0.1% | Added |
| First American Bank | 30,543 | $1.31M | 0.09% | −17,654−36.6% | Reduced |
| Summit Trail Advisors, LLC | 30,323 | $1.30M | 0.02% | +7,581+33.3% | Added |
| Argentarii, LLC | 30,270 | $1.30M | 0.60% | −4,484−12.9% | Reduced |
| Prudential PLC | 30,245 | $1.30M | 0.01% | −16,507−35.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,726 | $1.30M | 0.70% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 30,219 | $1.30M | 0.01% | +1,558+5.4% | Added |
| Trust Co of Vermont | 29,976 | $1.29M | 0.06% | +308+1.0% | Added |
| BCS Wealth Management | 29,869 | $1.28M | 0.28% | +968+3.3% | Added |
| Quadcap Wealth Management, LLC | 29,634 | $1.27M | 0.16% | −127−0.4% | Reduced |
| Twin City Private Wealth, LLC | 29,287 | $1.26M | 1.03% | −10,228−25.9% | Reduced |
| GAMMA Investing LLC | 29,255 | $1.26M | 0.08% | +1,154+4.1% | Added |
| MCF Advisors LLC | 28,991 | $1.25M | 0.08% | −176−0.6% | Reduced |
| We Are One Seven, LLC | 28,849 | $1.24M | 0.04% | +246+0.9% | Added |
| Caisse des Depots Et Consignations | 28,842 | $1.24M | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 28,362 | $1.22M | 0.09% | −537−1.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 28,299 | $1.22M | 0.05% | +3,322+13.3% | Added |
| Vestcor Inc | 28,227 | $1.21M | 0.04% | +3,983+16.4% | Added |
| New Century Financial Group, LLC | 27,969 | $1.20M | 1.41% | +964+3.6% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 27,930 | $1.20M | 0.00% | −384,380−93.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 27,890 | $1.20M | 0.13% | +1,063+4.0% | Added |
| Ted Buchan & Co | 27,866 | $1.20M | 0.48% | +2,045+7.9% | Added |
| Balyasny Asset Management LLC | 27,787 | $1.19M | 0.00% | −5,509,568−99.5% | Reduced |
| Wealthspire Advisors, LLC | 27,673 | $1.19M | 0.01% | −2,960−9.7% | Reduced |
| Symphony Financial, Ltd. Co. | 25,030 | $1.19M | 0.16% | +8,682+53.1% | Added |
| Hilltop Holdings Inc. | 27,648 | $1.19M | 0.08% | +520+1.9% | Added |
| V-Square Quantitative Management LLC | 27,531 | $1.18M | 0.16% | −1,676−5.7% | Reduced |
| Bayview Asset Management, LLC | 27,500 | $1.18M | 1.19% | +27,500 | New |
| Old North State Trust, LLC | 27,426 | $1.18M | 0.81% | +3,191+13.2% | Added |
| Tiaa Trust, National Association | 27,414 | $1.18M | 0.00% | +682+2.6% | Added |
| Dividend Assets Capital, LLC | 27,364 | $1.18M | 0.21% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 27,247 | $1.17M | 0.14% | +1,968+7.8% | Added |
| William B. Walkup & Associates, Inc. | 27,224 | $1.17M | 0.69% | 00.0% | Unchanged |
| United Bank | 27,000 | $1.16M | 0.14% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 26,960 | $1.16M | 0.26% | −91−0.3% | Reduced |
| Patten Group, Inc. | 26,866 | $1.15M | 0.24% | −1,324−4.7% | Reduced |
| Huntleigh Advisors, Inc. | 26,744 | $1.15M | 0.22% | +3,561+15.4% | Added |
| Trust Co of the South | 26,728 | $1.15M | 0.20% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 26,596 | $1.14M | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 26,492 | $1.14M | 0.54% | +9,920+59.9% | Added |
| WealthShield Partners, LLC | 26,260 | $1.13M | 0.14% | −64−0.2% | Reduced |
| AXA S.A. | 26,192 | $1.13M | 0.00% | +4,921+23.1% | Added |
| Bank & Trust Co | 26,081 | $1.12M | 0.89% | +426+1.7% | Added |
| Meeder Advisory Services, Inc. | 26,008 | $1.12M | 0.06% | −906−3.4% | Reduced |
| VestGen Advisors, LLC | 26,000 | $1.12M | 0.04% | +2,138+9.0% | Added |
| RBF Capital, LLC | 25,900 | $1.11M | 0.06% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 25,881 | $1.11M | 0.06% | 00.0% | Unchanged |
| Brighton Jones LLC | 25,565 | $1.10M | 0.03% | +2,497+10.8% | Added |
| Siemens Fonds Invest GmbH | 25,223 | $1.08M | 0.06% | +3,464+15.9% | Added |
| Fourthstone LLC | 25,100 | $1.08M | 0.21% | +1,100+4.6% | Added |
| Bank Ozk | 24,984 | $1.07M | 0.41% | +311+1.3% | Added |
| Triangle Securities Wealth Management | 24,868 | $1.07M | 0.26% | −25,933−51.0% | Reduced |
| Patton Albertson Miller Group, LLC | 24,860 | $1.07M | 0.14% | +971+4.1% | Added |
| Bridges Investment Management Inc | 24,711 | $1.06M | 0.01% | +30+0.1% | Added |
| Brown Brothers Harriman & Co | 24,689 | $1.06M | 0.01% | +4,570+22.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 24,674 | $1.06M | 0.12% | +8,456+52.1% | Added |
| Numerai GP LLC | 24,640 | $1.06M | 0.15% | +24,640 | New |
| Community Trust & Investment Co | 24,640 | $1.06M | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 24,586 | $1.06M | 0.05% | +24,586 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 24,530 | $1.05M | 0.35% | −218−0.9% | Reduced |
| Welch & Forbes LLC | 24,441 | $1.05M | 0.01% | −171−0.7% | Reduced |
| Paradigm Capital Management, LLC | 24,345 | $1.05M | 1.03% | −1,875−7.2% | Reduced |
| River Wealth Advisors LLC | 24,228 | $1.04M | 0.13% | −3,812−13.6% | Reduced |
| HighPoint Advisor Group LLC | 24,172 | $1.04M | 0.06% | −845−3.4% | Reduced |
| Snowden Capital Advisors LLC | 24,080 | $1.04M | 0.03% | −198−0.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 24,027 | $1.03M | 0.06% | +296+1.2% | Added |
| Pensionmark Financial Group, LLC | 23,937 | $1.03M | 0.02% | +351+1.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 23,715 | $1.02M | 0.23% | +5,412+29.6% | Added |
| FORA Capital, LLC | 23,581 | $1.01M | 0.11% | +23,581 | New |
| Provident Investment Management, Inc. | 23,530 | $1.01M | 0.09% | +210+0.9% | Added |
| Hodges Capital Management Inc. | 23,437 | $1.01M | 0.10% | −12,884−35.5% | Reduced |
| Cornerstone Select Advisors, LLC | 23,425 | $1.01M | 0.89% | −495−2.1% | Reduced |
| RFG Advisory, LLC | 23,386 | $1.01M | 0.02% | +1,032+4.6% | Added |
| Geneos Wealth Management Inc. | 23,384 | $1.01M | 0.02% | +4,114+21.3% | Added |
| Point72 (DIFC) Ltd | 23,307 | $1.00M | 0.08% | −155,680−87.0% | Reduced |
| Certified Advisory Corp | 23,295 | $1.00M | 0.10% | −224−1.0% | Reduced |
| Scotia Capital Inc. | 23,124 | $994.1K | 0.00% | +2,013+9.5% | Added |
| Fort Sheridan Advisors LLC | 23,074 | $991.9K | 0.14% | +720+3.2% | Added |
| Moody National Bank Trust Division | 23,003 | $988.9K | 0.09% | +211+0.9% | Added |
| Financial Security Advisor, Inc. | 22,977 | $987.8K | 0.23% | +97+0.4% | Added |
| LOM Asset Management Ltd | 22,862 | $983.0K | 0.33% | +22,862 | New |