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Livermore
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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; 1,706 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.

Other share classesTFC.PITFC.POTFC.PR

13F holders, Q3 2025

Institutional positions in Truist Financial Corp as of Sep 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
1,562
+39 vs. Q2 2025
Shares held
948.0M
−1.14M (−0.1%) vs. Q2 2025
Total value
$43.3B
+$2.53B (+6.2%) vs. Q2 2025
New holders
129
628 more added
Sold out
90
578 more reduced

26 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,562 institutions
Q1 2021: 1,376 institutionsQ2 2021: 1,353 institutionsQ3 2021: 1,387 institutionsQ4 2021: 1,488 institutionsQ1 2022: 1,508 institutionsQ2 2022: 1,449 institutionsQ3 2022: 1,427 institutionsQ4 2022: 1,491 institutionsQ1 2023: 1,399 institutionsQ2 2023: 1,311 institutionsQ3 2023: 1,272 institutionsQ4 2023: 1,399 institutionsQ1 2024: 1,423 institutionsQ2 2024: 1,424 institutionsQ3 2024: 1,480 institutionsQ4 2024: 1,569 institutionsQ1 2025: 1,558 institutionsQ2 2025: 1,549 institutionsQ3 2025: 1,562 institutionsQ4 2025: 1,669 institutionsQ1 2026: 1,648 institutionsQ2 2026: 1,706 institutions
Value heldQ3 2025: $43.3B
Q1 2021: $57.3BQ2 2021: $53.5BQ3 2021: $57.2BQ4 2021: $56.9BQ1 2022: $55.6BQ2 2022: $46.4BQ3 2022: $42.6BQ4 2022: $42.2BQ1 2023: $33.1BQ2 2023: $29.2BQ3 2023: $26.7BQ4 2023: $35.2BQ1 2024: $36.9BQ2 2024: $37.8BQ3 2024: $41.2BQ4 2024: $42.1BQ1 2025: $40.1BQ2 2025: $41.3BQ3 2025: $43.3BQ4 2025: $47.2BQ1 2026: $42.7BQ2 2026: $46.7B
Institutions holding TFC and their total value by quarter
QuarterHoldersValue
Q2 20261,706$46.7B
Q1 20261,648$42.7B
Q4 20251,669$47.2B
Q3 20251,562$43.3B
Q2 20251,549$41.3B
Q1 20251,558$40.1B
Q4 20241,569$42.1B
Q3 20241,480$41.2B
Q2 20241,424$37.8B
Q1 20241,423$36.9B
Q4 20231,399$35.2B
Q3 20231,272$26.7B
Q2 20231,311$29.2B
Q1 20231,399$33.1B
Q4 20221,491$42.2B
Q3 20221,427$42.6B
Q2 20221,449$46.4B
Q1 20221,508$55.6B
Q4 20211,488$56.9B
Q3 20211,387$57.2B
Q2 20211,353$53.5B
Q1 20211,376$57.3B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q2 2025.

Institutions holding TFC in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
FNY Investment Advisers, LLC14$00.00%+14New
Leonteq Securities AG2$910.00%−859−99.8%Reduced
First Command Advisory Services, Inc.4$1830.00%00.0%Unchanged
Hurley Capital, LLC5$2290.00%+5New
Strengthening Families & Communities, LLC6$2770.00%−377−98.4%Reduced
West Branch Capital LLC7$3210.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.8$3660.00%+8New
Abich Financial Wealth Management LLC8$3700.00%+8New
DHJJ Financial Advisors, Ltd.10$4580.00%00.0%Unchanged
Breakwater Investment Management11$5030.00%+11New
Davis Capital Management12$5490.00%+12New
Seneschal Advisors, LLC12$5490.00%+12New
Y.D. More Investments Ltd4,246$5870.00%−390−8.4%Reduced
Cornerstone Planning Group LLC8$7200.00%−176−95.7%Reduced
Harvest Fund Management Co., Ltd28$1.00K0.00%−102−78.5%Reduced
MPWM Advisory Solutions, LLC24$1.10K0.00%00.0%Unchanged
Kings Path Partners LLC25$1.14K0.00%+25New
Financial Network Wealth Advisors LLC26$1.19K0.00%00.0%Unchanged
WestEnd Advisors, LLC29$1.33K0.00%00.0%Unchanged
HFM Investment Advisors, LLC29$1.33K0.00%+3+11.5%Added
Principia Wealth Advisory, LLC29$1.33K0.00%+5+20.8%Added
TFC Financial Management31$1.42K0.00%00.0%Unchanged
Evolution Wealth Management Inc.33$1.51K0.00%+33New
Quaker Wealth Management, LLC36$1.65K0.00%00.0%Unchanged
Delta Accumulation, LLC39$1.67K0.01%00.0%Unchanged
Texas Capital Bancshares Inc37$1.69K0.00%+37New
Quest 10 Wealth Builders, Inc.37$1.71K0.00%+4+12.1%Added
ZRC Wealth Management, LLC40$1.83K0.00%+40New
Winnow Wealth LLC41$1.89K0.00%−4,258−99.0%Reduced
Guerra Advisors Inc46$2.10K0.00%+46New
RMG Wealth Management LLC50$2.21K0.00%00.0%Unchanged
Core Alternative Capital50$2.29K0.00%00.0%Unchanged
Aventus Investment Advisors, Inc.50$2.29K0.00%00.0%Unchanged
Wealth Watch Advisors, INC54$2.47K0.00%+54New
Frazier Financial Advisors, LLC59$2.70K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC59$2.70K0.00%00.0%Unchanged
FSA Wealth Management LLC62$2.83K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC63$2.88K0.00%+5+8.6%Added
Tortoise Investment Management, LLC65$2.97K0.00%−1−1.5%Reduced
Bay Harbor Wealth Management, LLC71$3.25K0.00%+17+31.5%Added
SJS Investment Consulting Inc.72$3.30K0.00%00.0%Unchanged
NVWM, LLC72$3.33K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC76$3.48K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC78$3.57K0.00%00.0%Unchanged
Addison Advisors LLC81$3.70K0.00%−164−66.9%Reduced
Barnes Dennig Private Wealth Management LLC85$3.89K0.00%00.0%Unchanged
North Capital, Inc.85$3.89K0.00%00.0%Unchanged
Cloud Capital Management, LLC91$4.00K0.00%+91New
DT Investment Partners, LLC88$4.02K0.00%00.0%Unchanged
Clark Wealth Partners82$4.04K0.00%+82New
DiNuzzo Private Wealth, Inc.93$4.36K0.00%00.0%Unchanged
Pineridge Advisors LLC100$4.57K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC105$4.80K0.00%+105New
Crowley Wealth Management, Inc.106$4.85K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC108$4.98K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC109$4.98K0.00%00.0%Unchanged
Strategic Advocates LLC109$4.98K0.00%+109New
Turning Point Benefit Group, Inc.113$5.15K0.00%+113New
JDM Financial Group LLC115$5.26K0.00%+115New
First Financial Corp120$5.49K0.00%00.0%Unchanged
IMG Wealth Management, Inc.120$5.49K0.00%00.0%Unchanged
Pacifica Partners Inc.121$5.51K0.00%+121New
Scarborough Advisors, LLC125$5.71K0.00%00.0%Unchanged
Sit Investment Associates Inc125$6.00K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.144$6.59K0.00%+1+0.7%Added
Fortis Group Advisors, LLC150$6.86K0.00%00.0%Unchanged
Key Financial Inc156$7.11K0.00%−18−10.3%Reduced
Centennial Bank161$7.36K0.00%00.0%Unchanged
Hollencrest Capital Management168$7.68K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC173$7.91K0.00%00.0%Unchanged
Anfield Capital Management, LLC174$7.96K0.00%+19+12.3%Added
Kilter Group LLC175$8.00K0.00%+71+68.3%Added
Boreal Capital Management LLC176$8.05K0.01%00.0%Unchanged
Marquette Asset Management, LLC179$8.18K0.00%+179New
Global X Japan Co., Ltd.180$8.23K0.00%−56−23.7%Reduced
Wolff Wiese Magana LLC195$8.92K0.01%00.0%Unchanged
Coston, McIsaac & Partners202$9.00K0.00%+88+77.2%Added
Webster Bank, N. A.200$9.14K0.00%00.0%Unchanged
GoalVest Advisory LLC205$9.37K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC210$9.60K0.00%+210New
Strategic Wealth Partners, Ltd.211$9.65K0.00%00.0%Unchanged
Atwood & Palmer Inc225$10.3K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC226$10.3K0.02%00.0%Unchanged
Bell Investment Advisors, Inc236$10.8K0.00%−5−2.1%Reduced
Raffa Wealth Management, LLC236$10.8K0.00%+38+19.2%Added
Avion Wealth246$11.0K0.00%−2−0.8%Reduced
Duncker Streett & Co Inc244$11.2K0.00%+94+62.7%Added
JFS Wealth Advisors, LLC245$11.2K0.00%−9−3.5%Reduced
St Germain D J Co Inc248$11.3K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC249$11.4K0.00%−531−68.1%Reduced
Miller Wealth Advisors, LLC250$11.4K0.00%+250New
Bangor Savings Bank267$12.2K0.00%−3−1.1%Reduced
Highline Wealth Partners LLC267$12.2K0.00%00.0%Unchanged
Stone House Investment Management, LLC272$12.4K0.00%+14+5.4%Added
Valued Wealth Advisors LLC272$12.4K0.01%+3+1.1%Added
Howard Hughes Medical Institute277$12.7K0.01%−7−2.5%Reduced
Rakuten Securities, Inc.281$12.8K0.00%−5,754−95.3%Reduced
Proathlete Wealth Management LLC281$12.8K0.00%00.0%Unchanged
Dogwood Wealth Management LLC289$13.2K0.01%+53+22.5%Added
Fortitude Family Office, LLC294$13.4K0.00%00.0%Unchanged