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 |
|---|---|---|---|---|---|
| Marietta Investment Partners LLC | 22,851 | $982.4K | 0.22% | −14,887−39.4% | Reduced |
| Greenwood Capital Associates LLC | 22,742 | $977.7K | 0.12% | −1,000−4.2% | Reduced |
| Garda Capital Partners LP | 22,741 | $977.6K | 0.28% | −57,242−71.6% | Reduced |
| Tower Trust & Investment Co | 22,736 | $977.1K | 0.69% | −39−0.2% | Reduced |
| Salomon & Ludwin, LLC | 21,695 | $976.9K | 0.10% | −44−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 22,375 | $975.3K | 0.02% | −7,547−25.2% | Reduced |
| Intrua Financial, LLC | 22,572 | $970.4K | 0.14% | +1,633+7.8% | Added |
| Legacy Financial Advisors, Inc. | 22,522 | $968.2K | 0.15% | −14,247−38.7% | Reduced |
| Meridian Wealth Management, LLC | 22,422 | $963.9K | 0.04% | −520−2.3% | Reduced |
| International Assets Investment Management, LLC | 22,420 | $963.8K | 0.08% | −2,623−10.5% | Reduced |
| Dover Advisors, LLC | 22,409 | $963.4K | 0.42% | −1,351−5.7% | Reduced |
| Monument Capital Management | 22,280 | $957.8K | 0.25% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 22,262 | $957.0K | 0.29% | −710−3.1% | Reduced |
| Widmann Financial Services, Inc. | 22,178 | $953.4K | 0.66% | −689−3.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 22,163 | $952.9K | 0.91% | −230−1.0% | Reduced |
| Ingalls & Snyder LLC | 22,058 | $948.0K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 21,952 | $943.7K | 0.02% | +3,771+20.7% | Added |
| Keystone Financial Group, Inc. | 21,283 | $941.8K | 0.60% | +266+1.3% | Added |
| BHK Investment Advisors, LLC | 21,817 | $937.9K | 0.37% | −270−1.2% | Reduced |
| Sagespring Wealth Partners, LLC | 21,806 | $937.5K | 0.02% | +3,946+22.1% | Added |
| EP Wealth Advisors, LLC | 21,769 | $935.9K | 0.01% | +5,143+30.9% | Added |
| Glenview Trust Co | 21,759 | $935.4K | 0.02% | −23−0.1% | Reduced |
| WBI Investments | 21,746 | $934.9K | 0.24% | +21,746 | New |
| My Legacy Advisors, LLC | 20,465 | $931.2K | 0.33% | +4,980+32.2% | Added |
| Applied Finance Capital Management, LLC | 21,656 | $931.0K | 0.06% | +1,018+4.9% | Added |
| Farther Finance Advisors, LLC | 21,474 | $923.1K | 0.02% | +1,010+4.9% | Added |
| Canandaigua National Trust Co of Florida | 21,375 | $918.9K | 0.65% | +165+0.8% | Added |
| Ascent Group, LLC | 21,317 | $916.4K | 0.04% | −695−3.2% | Reduced |
| Bahl & Gaynor Inc | 21,272 | $914.5K | 0.00% | −7,661−26.5% | Reduced |
| Commonwealth Retirement Investments LLC | 21,235 | $912.9K | 0.35% | −56,799−72.8% | Reduced |
| Umb Bank N A | 21,213 | $911.9K | 0.01% | −16,995−44.5% | Reduced |
| Carlson Capital L P | 21,200 | $911.4K | 0.52% | +21,200 | New |
| Capital Asset Advisory Services LLC | 20,608 | $910.9K | 0.04% | +402+2.0% | Added |
| Plato Investment Management Ltd | 21,182 | $907.3K | 0.07% | +4,383+26.1% | Added |
| Carson Advisory Inc. | 20,997 | $902.6K | 0.57% | +702+3.5% | Added |
| Teza Capital Management LLC | 20,990 | $902.4K | 0.67% | −7,225−25.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 20,977 | $901.8K | 0.20% | −26−0.1% | Reduced |
| Compass Ion Advisors, LLC | 20,973 | $901.6K | 0.10% | +33+0.2% | Added |
| Smith, Salley & Associates | 20,967 | $901.4K | 0.05% | +10,620+102.6% | Added |
| Dodge & Cox | 20,911 | $899.0K | 0.00% | −601−2.8% | Reduced |
| Nicolet Bankshares Inc | 20,792 | $893.8K | 0.15% | −2,605−11.1% | Reduced |
| Oakworth Capital, Inc. | 20,722 | $890.8K | 0.06% | −814−3.8% | Reduced |
| Callan Family Office, LLC | 20,661 | $888.2K | 0.03% | +6,733+48.3% | Added |
| Register Financial Advisors LLC | 20,610 | $886.0K | 0.39% | +2,211+12.0% | Added |
| Cornerstone Advisors, LLC | 20,600 | $885.6K | 0.03% | 00.0% | Unchanged |
| Old Port Advisors | 20,556 | $883.7K | 0.24% | +15,464+303.7% | Added |
| Lebenthal Global Advisors, LLC | 20,407 | $877.3K | 0.16% | −423−2.0% | Reduced |
| Coldstream Capital Management Inc | 20,367 | $875.6K | 0.01% | −1,521−6.9% | Reduced |
| Silver Oak Securities, Inc | 20,202 | $868.5K | 0.07% | +4,781+31.0% | Added |
| Forum Financial Management, LP | 20,055 | $862.2K | 0.01% | +1,157+6.1% | Added |
| BIP Wealth, LLC | 20,040 | $861.5K | 0.05% | −420−2.1% | Reduced |
| NewSquare Capital LLC | 20,038 | $861.4K | 0.06% | −959−4.6% | Reduced |
| Staley Capital Advisers Inc | 20,000 | $859.8K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,934 | $856.9K | 0.03% | −441−2.2% | Reduced |
| AlphaStar Capital Management, LLC | 19,811 | $851.7K | 0.06% | +1,287+6.9% | Added |
| American Trust | 19,802 | $851.3K | 0.08% | +1,655+9.1% | Added |
| Ignite Planners, LLC | 19,227 | $850.8K | 0.15% | +464+2.5% | Added |
| Leisure Capital Management | 19,755 | $849.3K | 0.32% | +508+2.6% | Added |
| TCW Group Inc | 19,755 | $849.3K | 0.01% | +411+2.1% | Added |
| Adapt Wealth Advisors, LLC | 19,706 | $847.2K | 0.38% | −750−3.7% | Reduced |
| Winton Group Ltd | 19,603 | $842.7K | 0.04% | +19,603 | New |
| U.S. Capital Wealth Advisors, LLC | 19,545 | $840.2K | 0.02% | +1,320+7.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 19,537 | $839.9K | 0.23% | +647+3.4% | Added |
| KG&L Capital Management,LLC | 19,509 | $838.7K | 0.25% | −6,070−23.7% | Reduced |
| First Horizon Advisors, Inc. | 19,232 | $826.9K | 0.02% | +1,766+10.1% | Added |
| West Paces Advisors Inc. | 19,230 | $826.7K | 0.18% | −6,581−25.5% | Reduced |
| Plimoth Trust Co LLC | 19,227 | $826.6K | 0.20% | −150−0.8% | Reduced |
| RMR Wealth Builders | 19,205 | $825.6K | 0.08% | +313+1.7% | Added |
| Cyndeo Wealth Partners, LLC | 19,065 | $819.6K | 0.05% | −163,089−89.5% | Reduced |
| Todd Asset Management LLC | 18,986 | $816.2K | 0.02% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 18,940 | $814.2K | 0.12% | −738−3.8% | Reduced |
| South State Corp. | 18,929 | $813.8K | 0.04% | −433−2.2% | Reduced |
| Soundwatch Capital LLC | 798,535 | $812.1K | 0.17% | +798,535 | New |
| Congress Asset Management Co | 18,848 | $810.3K | 0.01% | −10,455−35.7% | Reduced |
| Leavell Investment Management, Inc. | 18,838 | $809.9K | 0.04% | −1,331−6.6% | Reduced |
| Trust Co of Virginia | 18,821 | $809.1K | 0.07% | −670−3.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 18,759 | $806.4K | 0.10% | −9,468−33.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,655 | $802.0K | 0.01% | −1,165−5.9% | Reduced |
| CSS LLC | 18,618 | $800.4K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 18,565 | $798.1K | 0.09% | −524−2.7% | Reduced |
| Private Trust Co NA | 18,484 | $794.6K | 0.08% | +3,279+21.6% | Added |
| Vontobel Holding Ltd. | 18,369 | $789.7K | 0.00% | +556+3.1% | Added |
| Smartleaf Asset Management LLC | 18,524 | $789.3K | 0.07% | −2,951−13.7% | Reduced |
| Sheets Smith Wealth Management | 18,089 | $777.6K | 0.09% | +13+0.1% | Added |
| Aspire Private Capital, LLC | 18,008 | $774.2K | 0.18% | −1,096−5.7% | Reduced |
| J. Safra Sarasin Holding AG | 17,918 | $770.3K | 0.01% | −22,827−56.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 17,886 | $768.9K | 0.18% | −608−3.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 17,818 | $766.0K | 0.02% | +1,819+11.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 17,759 | $763.5K | 0.02% | −7,350−29.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 17,700 | $760.9K | 0.06% | +1,113+6.7% | Added |
| Brady Family Wealth, LLC | 17,668 | $759.6K | 0.24% | 00.0% | Unchanged |
| Invst, LLC | 17,598 | $756.5K | 0.09% | −362−2.0% | Reduced |
| Equitable Holdings, Inc. | 17,544 | $754.2K | 0.01% | +4,424+33.7% | Added |
| Caption Management, LLC | 17,500 | $752.3K | 0.07% | −83,085−82.6% | Reduced |
| Profund Advisors LLC | 17,474 | $751.2K | 0.03% | −3,489−16.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 17,474 | $751.2K | 0.03% | −510−2.8% | Reduced |
| 3Chopt Investment Partners, LLC | 17,397 | $747.9K | 0.18% | +104+0.6% | Added |
| Elevated Capital Advisors, LLC | 18,124 | $745.8K | 0.21% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 17,249 | $741.5K | 0.05% | +983+6.0% | Added |
| Insigneo Advisory Services, LLC | 17,219 | $740.3K | 0.06% | −413−2.3% | Reduced |