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, 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthShield Partners, LLC | 26,101 | $1.19M | 0.14% | −159−0.6% | Reduced |
| BCS Wealth Management | 26,109 | $1.19M | 0.27% | −3,760−12.6% | Reduced |
| Impax Asset Management Group plc | 26,596 | $1.22M | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 26,802 | $1.23M | 0.00% | −100,641−79.0% | Reduced |
| HighPoint Advisor Group LLC | 26,830 | $1.23M | 0.06% | +2,658+11.0% | Added |
| Ascent Group, LLC | 26,936 | $1.23M | 0.04% | +5,619+26.4% | Added |
| Symphony Financial, Ltd. Co. | 27,268 | $1.23M | 0.15% | +2,238+8.9% | Added |
| United Bank | 27,000 | $1.23M | 0.15% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 27,052 | $1.24M | 0.21% | +308+1.2% | Added |
| Lowe Brockenbrough & Co Inc | 27,126 | $1.24M | 0.06% | +1,245+4.8% | Added |
| William B. Walkup & Associates, Inc. | 27,194 | $1.24M | 0.67% | −30−0.1% | Reduced |
| Dividend Assets Capital, LLC | 27,239 | $1.25M | 0.22% | −125−0.5% | Reduced |
| New Century Financial Group, LLC | 27,249 | $1.25M | 2.21% | −720−2.6% | Reduced |
| Wealth Quarterback LLC | 27,534 | $1.26M | 0.49% | +1,042+3.9% | Added |
| Pensionmark Financial Group, LLC | 27,542 | $1.26M | 0.03% | +3,605+15.1% | Added |
| Moloney Securities Asset Management, LLC | 27,687 | $1.27M | 0.15% | −24,289−46.7% | Reduced |
| Tiaa Trust, National Association | 27,705 | $1.27M | 0.00% | +291+1.1% | Added |
| Cobblestone Capital Advisors LLC | 27,772 | $1.27M | 0.06% | +27,772 | New |
| Independence Bank of Kentucky | 28,025 | $1.28M | 0.16% | −5,050−15.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 28,121 | $1.29M | 0.09% | −241−0.8% | Reduced |
| J. Safra Sarasin Holding AG | 28,170 | $1.29M | 0.02% | +10,252+57.2% | Added |
| Linden Thomas Advisory Services, LLC | 28,243 | $1.29M | 0.13% | +353+1.3% | Added |
| Tounjian Advisory Partners, LLC | 28,742 | $1.31M | 0.44% | −4,566−13.7% | Reduced |
| Old Port Advisors | 28,748 | $1.31M | 0.33% | +8,192+39.9% | Added |
| Caisse des Depots Et Consignations | 28,842 | $1.32M | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 28,991 | $1.33M | 0.08% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 29,069 | $1.33M | 0.22% | +1,538+5.6% | Added |
| Vise Technologies, Inc. | 29,173 | $1.33M | 0.05% | −19,640−40.2% | Reduced |
| Great Lakes Retirement, Inc. | 29,186 | $1.33M | 0.15% | +1,939+7.1% | Added |
| Brooks, Moore & Associates, Inc. | 29,426 | $1.35M | 0.71% | −300−1.0% | Reduced |
| VestGen Advisors, LLC | 29,560 | $1.35M | 0.05% | +3,560+13.7% | Added |
| Quadcap Wealth Management, LLC | 29,616 | $1.35M | 0.16% | −18−0.1% | Reduced |
| JT Stratford LLC | 29,709 | $1.36M | 0.18% | −5,940−16.7% | Reduced |
| Trust Co of Vermont | 30,070 | $1.37M | 0.06% | +94+0.3% | Added |
| First American Bank | 30,082 | $1.38M | 0.09% | −461−1.5% | Reduced |
| V. M. Manning & Co., Inc. | 29,384 | $1.38M | 1.26% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 30,301 | $1.39M | 0.07% | +2,653+9.6% | Added |
| Gotham Asset Management, LLC | 30,525 | $1.40M | 0.01% | +306+1.0% | Added |
| Brighton Jones LLC | 30,748 | $1.41M | 0.03% | +5,183+20.3% | Added |
| Prudential PLC | 30,858 | $1.41M | 0.01% | +613+2.0% | Added |
| Ostrum Asset Management | 31,046 | $1.42M | 0.06% | −2,179−6.6% | Reduced |
| Applied Capital LLC | 31,261 | $1.43M | 1.02% | −100−0.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 31,476 | $1.44M | 0.32% | −98−0.3% | Reduced |
| Ted Buchan & Co | 31,490 | $1.44M | 0.56% | +3,624+13.0% | Added |
| PBMares Wealth Management LLC | 31,564 | $1.44M | 0.23% | +624+2.0% | Added |
| Capital Investment Counsel, Inc | 31,673 | $1.45M | 0.18% | −16,593−34.4% | Reduced |
| Canandaigua National Bank & Trust Co | 32,129 | $1.47M | 0.13% | +355+1.1% | Added |
| GAMMA Investing LLC | 32,173 | $1.47M | 0.08% | +2,918+10.0% | Added |
| Stonebridge Capital Advisors LLC | 32,322 | $1.48M | 0.11% | −648−2.0% | Reduced |
| Octavia Wealth Advisors, LLC | 32,323 | $1.48M | 0.15% | −1,296−3.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 32,440 | $1.48M | 0.23% | −229−0.7% | Reduced |
| Ballentine Partners, LLC | 32,545 | $1.49M | 0.02% | +1,063+3.4% | Added |
| Neville Rodie & Shaw Inc | 32,845 | $1.50M | 0.11% | −1,300−3.8% | Reduced |
| Nomura Holdings Inc | 33,091 | $1.51M | 0.01% | +28,286+588.7% | Added |
| Taylor Financial Group, Inc. | 33,138 | $1.52M | 0.87% | −200−0.6% | Reduced |
| We Are One Seven, LLC | 33,180 | $1.52M | 0.04% | +4,331+15.0% | Added |
| Parallel Advisors, LLC | 33,188 | $1.52M | 0.03% | +18,845+131.4% | Added |
| Foundations Investment Advisors, LLC | 33,245 | $1.52M | 0.02% | −6,954−17.3% | Reduced |
| Voya Financial Advisors, Inc. | 33,114 | $1.52M | 0.15% | −163−0.5% | Reduced |
| Summit Trail Advisors, LLC | 33,309 | $1.52M | 0.02% | +2,986+9.8% | Added |
| Twin City Private Wealth, LLC | 33,755 | $1.54M | 1.20% | +4,468+15.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 33,949 | $1.55M | 0.10% | −2,354−6.5% | Reduced |
| Citizens & Northern Corp | 34,348 | $1.57M | 0.39% | −2,128−5.8% | Reduced |
| Mindset Wealth Management, LLC | 34,466 | $1.58M | 0.43% | −922−2.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 34,567 | $1.58M | 0.68% | +866+2.6% | Added |
| Crews Bank & Trust | 34,629 | $1.58M | 0.23% | −115−0.3% | Reduced |
| Trust Co of Toledo NA | 34,701 | $1.59M | 0.16% | −1,552−4.3% | Reduced |
| Physicians Financial Services, Inc. | 34,999 | $1.60M | 0.44% | +56+0.2% | Added |
| AMG National Trust Bank | 35,195 | $1.61M | 0.04% | 00.0% | Unchanged |
| Marotta Asset Management | 35,419 | $1.61M | 0.30% | +203+0.6% | Added |
| D.A. Davidson & Co. | 35,564 | $1.63M | 0.01% | +3,595+11.2% | Added |
| Wealth Alliance | 35,984 | $1.65M | 0.17% | −289−0.8% | Reduced |
| Creative Financial Designs Inc | 36,108 | $1.65M | 0.11% | +2,467+7.3% | Added |
| RSM US Wealth Management LLC | 36,343 | $1.66M | 0.02% | −68,488−65.3% | Reduced |
| Hennessy Advisors Inc | 36,500 | $1.67M | 0.06% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 36,721 | $1.68M | 1.24% | −1,700−4.4% | Reduced |
| Arcus Capital Partners, LLC | 36,722 | $1.68M | 0.73% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 38,614 | $1.68M | 0.04% | −6,842−15.1% | Reduced |
| Royal Fund Management, LLC | 36,950 | $1.69M | 0.21% | +36,950 | New |
| Drucker Wealth 3.0, LLC | 37,142 | $1.70M | 0.30% | −16,851−31.2% | Reduced |
| IFG Advisory, LLC | 37,332 | $1.71M | 0.08% | −2,494−6.3% | Reduced |
| Quadrant Capital Group LLC | 37,409 | $1.71M | 0.06% | +250+0.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 37,454 | $1.71M | 0.33% | +13,739+57.9% | Added |
| Hancock Whitney Corp | 37,554 | $1.72M | 0.03% | −27,305−42.1% | Reduced |
| Investors Asset Management of Georgia Inc | 37,582 | $1.72M | 0.73% | +37,582 | New |
| MUFG Securities Americas Inc. | 37,640 | $1.72M | 0.11% | +6,242+19.9% | Added |
| Signaturefd, LLC | 38,001 | $1.74M | 0.03% | +326+0.9% | Added |
| Blair William & Co | 38,030 | $1.74M | 0.00% | +2,519+7.1% | Added |
| Norris Financial Group, LLC | 38,093 | $1.74M | 0.64% | +635+1.7% | Added |
| Frank, Rimerman Advisors LLC | 38,116 | $1.74M | 0.11% | −1,381−3.5% | Reduced |
| Kinneret Advisory, LLC | 38,128 | $1.74M | 0.15% | −171−0.4% | Reduced |
| St. Johns Investment Management Company, LLC | 38,215 | $1.75M | 0.74% | −196−0.5% | Reduced |
| Cornercap Investment Counsel Inc | 38,217 | $1.75M | 0.87% | −645−1.7% | Reduced |
| Meitav Dash Investments Ltd | 38,244 | $1.75M | 0.02% | +6,098+19.0% | Added |
| BankPlus Trust Department | 38,278 | $1.75M | 0.47% | +122+0.3% | Added |
| Berkeley Capital Partners, LLC | 38,411 | $1.76M | 0.42% | −475−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 38,442 | $1.76M | 0.02% | +1,220+3.3% | Added |
| Tokio Marine Asset Management Co Ltd | 38,478 | $1.76M | 0.06% | 00.0% | Unchanged |
| Nkcfo LLC | 38,700 | $1.77M | 0.53% | +38,700 | New |
| Icon Advisers Inc | 39,100 | $1.79M | 0.39% | 00.0% | Unchanged |