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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 17,190 | $739.0K | 0.01% | +479+2.9% | Added |
| Community Bank & Trust, Waco, Texas | 17,142 | $737.0K | 0.17% | +642+3.9% | Added |
| Eqis Capital Management, Inc. | 17,087 | $734.6K | 0.06% | +328+2.0% | Added |
| Pines Wealth Management, LLC | 16,019 | $729.5K | 0.26% | −281−1.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 16,920 | $727.4K | 0.10% | +1,220+7.8% | Added |
| Oddo BHF Asset Management SAS | 16,912 | $727.0K | 0.03% | −611−3.5% | Reduced |
| HM Payson & Co | 16,876 | $725.5K | 0.01% | +377+2.3% | Added |
| MAI Capital Management | 16,808 | $722.6K | 0.01% | +2,017+13.6% | Added |
| Gabelli Funds LLC | 16,700 | $717.9K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 16,688 | $717.4K | 0.04% | +2,893+21.0% | Added |
| Boston Private Wealth LLC | 16,629 | $714.9K | 0.04% | −1,640−9.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,598 | $713.6K | 0.01% | +796+5.0% | Added |
| Pine Valley Investments Ltd Liability Co | 16,561 | $712.0K | 0.04% | −1,179−6.6% | Reduced |
| TownSquare Capital, LLC | 16,512 | $709.8K | 0.07% | −91,096−84.7% | Reduced |
| OmniStar Financial Group, Inc. | 16,505 | $709.5K | 0.53% | −298−1.8% | Reduced |
| Naples Global Advisors, LLC | 16,471 | $708.1K | 0.06% | +2,051+14.2% | Added |
| Legacy Wealth Asset Management, LLC | 16,457 | $707.5K | 0.18% | +141+0.9% | Added |
| Strategic Advisors LLC | 16,440 | $706.8K | 0.14% | −660−3.9% | Reduced |
| First County Bank | 16,391 | $704.6K | 0.38% | −1,272−7.2% | Reduced |
| Shell Asset Management Co | 16,335 | $702.0K | 0.02% | +5,566+51.7% | Added |
| Dudley Capital Management, LLC | 16,328 | $701.9K | 0.35% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 16,185 | $695.8K | 0.05% | +357+2.3% | Added |
| NBC Securities, Inc. | 16,136 | $693.0K | 0.06% | −21,780−57.4% | Reduced |
| Graham Capital Management, L.P. | 16,100 | $692.1K | 0.02% | +16,100 | New |
| Canal Capital Management, LLC | 16,092 | $691.8K | 0.11% | +98+0.6% | Added |
| Broyhill Asset Management | 15,980 | $687.0K | 0.62% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15,966 | $686.4K | 0.03% | +5,041+46.1% | Added |
| Sigma Planning Corp | 15,905 | $683.7K | 0.02% | −4,724−22.9% | Reduced |
| FLC Capital Advisors | 15,849 | $681.3K | 0.14% | 00.0% | Unchanged |
| NBT Bank N A | 15,849 | $681.3K | 0.05% | +2,158+15.8% | Added |
| Integrated Advisors Network LLC | 15,823 | $680.2K | 0.03% | −41,441−72.4% | Reduced |
| Waterloo Capital, L.P. | 15,743 | $676.8K | 0.05% | +2,346+17.5% | Added |
| Morningstar Investment Management LLC | 15,728 | $676.0K | 0.06% | +2,948+23.1% | Added |
| Reuter James Wealth Management, LLC | 15,715 | $675.6K | 0.11% | −527−3.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 15,702 | $675.0K | 0.12% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,687 | $674.4K | 0.00% | +7,037+81.4% | Added |
| Atticus Wealth Management, LLC | 15,634 | $672.1K | 0.18% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 14,878 | $671.9K | 0.11% | +14,878 | New |
| Mayfair Advisory Group, LLC | 15,597 | $671.8K | 0.32% | −2,000−11.4% | Reduced |
| Fee-Only Financial Planning, L.C. | 15,371 | $660.8K | 0.41% | +330+2.2% | Added |
| City Holding Co | 15,368 | $660.5K | 0.09% | 00.0% | Unchanged |
| Trust Asset Management LLC | 15,324 | $658.8K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 15,310 | $658.2K | 0.02% | +165+1.1% | Added |
| Versor Investments LP | 15,208 | $653.8K | 0.12% | +15,208 | New |
| Pitcairn Co | 15,158 | $651.6K | 0.04% | −3,043−16.7% | Reduced |
| Strategic Blueprint, LLC | 15,091 | $648.8K | 0.03% | −143−0.9% | Reduced |
| NorthRock Partners, LLC | 15,038 | $646.4K | 0.02% | +3,489+30.2% | Added |
| Northwest & Ethical Investments L.P. | 15,000 | $644.9K | 0.02% | 00.0% | Unchanged |
| Atom Investors LP | 14,996 | $644.7K | 0.06% | −95,744−86.5% | Reduced |
| Panagora Asset Management Inc | 14,970 | $643.6K | 0.00% | −39−0.3% | Reduced |
| Riverbend Wealth Management, LLC | 14,959 | $643.1K | 0.49% | +184+1.2% | Added |
| Quantitative Investment Management, LLC | 14,836 | $637.0K | 0.09% | +14,836 | New |
| Partners in Financial Planning | 14,808 | $636.6K | 0.12% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 14,798 | $636.2K | 0.18% | +808+5.8% | Added |
| Busey Wealth Management | 14,783 | $635.5K | 0.02% | −350−2.3% | Reduced |
| Sterling Capital Management LLC | 14,773 | $635.1K | 0.01% | +420+2.9% | Added |
| Legacy Capital Group California, Inc. | 14,767 | $634.8K | 0.18% | −163−1.1% | Reduced |
| Marino, Stram & Associates LLC | 14,728 | $633.2K | 0.13% | −7,396−33.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 14,712 | $632.5K | 0.08% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 14,678 | $631.0K | 0.04% | −759−4.9% | Reduced |
| X-Square Capital, LLC | 14,632 | $629.0K | 0.23% | +733+5.3% | Added |
| Oak Hill Wealth Advisors, LLC | 13,844 | $628.5K | 0.13% | −677−4.7% | Reduced |
| Simplicity Wealth,LLC | 14,594 | $627.4K | 0.03% | +14,594 | New |
| Montag & Caldwell, LLC | 14,562 | $626.0K | 0.14% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 14,530 | $624.6K | 0.02% | +2,032+16.3% | Added |
| Centennial Wealth Advisory LLC | 14,482 | $622.7K | 0.20% | +117+0.8% | Added |
| Keel Point, LLC | 14,445 | $621.0K | 0.04% | +2,232+18.3% | Added |
| Fiduciary Trust Co | 14,439 | $620.7K | 0.01% | −1,327−8.4% | Reduced |
| Raiffeisen Bank International AG | 14,919 | $617.7K | 0.01% | −543−3.5% | Reduced |
| First City Capital Management, Inc. | 14,346 | $616.7K | 0.36% | +1,224+9.3% | Added |
| Parallel Advisors, LLC | 14,343 | $616.6K | 0.01% | +3,949+38.0% | Added |
| First Financial Group Corp | 14,336 | $616.3K | 0.60% | −50.0% | Reduced |
| Icon Wealth Advisors, LLC | 14,295 | $614.5K | 0.04% | +10.0% | Added |
| Revisor Wealth Management LLC | 13,459 | $612.4K | 0.22% | +13,459 | New |
| Morse Asset Management, Inc | 14,150 | $608.3K | 0.13% | −6,800−32.5% | Reduced |
| Financial Management Network Inc | 13,337 | $607.3K | 0.11% | +37+0.3% | Added |
| Rossmore Private Capital | 14,118 | $606.9K | 0.07% | −133−0.9% | Reduced |
| Alteri Wealth LLC | 14,082 | $605.4K | 0.23% | +1,126+8.7% | Added |
| Exencial Wealth Advisors, LLC | 14,057 | $604.3K | 0.02% | +792+6.0% | Added |
| Aviance Capital Partners, LLC | 14,057 | $604.3K | 0.08% | +1,118+8.6% | Added |
| Prosperity Wealth Management, Inc. | 14,024 | $602.9K | 0.22% | 00.0% | Unchanged |
| F/M Investments LLC | 13,994 | $602.9K | 0.02% | −754−5.1% | Reduced |
| Chilton Investment Co LLC | 14,020 | $602.7K | 0.01% | +1,070+8.3% | Added |
| YANKCOM Partnership | 14,006 | $602.1K | 0.29% | +184+1.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,585 | $600.2K | 0.34% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 13,952 | $599.8K | 0.20% | −8,838−38.8% | Reduced |
| Wedmont Private Capital | 13,237 | $597.8K | 0.03% | +2,075+18.6% | Added |
| Caxton Associates LLP | 13,848 | $595.3K | 0.02% | −14,620−51.4% | Reduced |
| NewEdge Wealth, LLC | 13,889 | $595.1K | 0.01% | −5,282−27.6% | Reduced |
| Hoxton Planning & Management, LLC | 13,822 | $594.2K | 0.21% | +246+1.8% | Added |
| Adams Wealth Management | 13,812 | $593.8K | 0.11% | +13,812 | New |
| CacheTech Inc. | 13,812 | $593.8K | 0.11% | +13,812 | New |
| Gladstone Institutional Advisory LLC | 13,759 | $591.5K | 0.02% | +884+6.9% | Added |
| Prosperity Consulting Group, LLC | 13,561 | $583.0K | 0.04% | +223+1.7% | Added |
| Guardian Wealth Advisors, LLC | 13,520 | $581.2K | 0.04% | −257−1.9% | Reduced |
| Pinnacle Holdings, LLC | 13,520 | $581.2K | 0.21% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 13,504 | $580.6K | 0.04% | +1,382+11.4% | Added |
| Klingman & Associates, LLC | 13,503 | $580.5K | 0.03% | +1,747+14.9% | Added |
| Eastover Investment Advisors LLC | 13,481 | $579.5K | 0.26% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,416 | $576.8K | 0.02% | −2,405−15.2% | Reduced |