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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 39,334 | $1.80M | 0.14% | −4,723−10.7% | Reduced |
| Heritage Wealth Advisors | 39,407 | $1.80M | 0.08% | +208+0.5% | Added |
| Kentucky Trust Co | 39,443 | $1.80M | 0.98% | −222−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 39,479 | $1.80M | 0.00% | −8,894−18.4% | Reduced |
| Ronald Blue Trust, Inc. | 39,585 | $1.81M | 0.02% | +1,128+2.9% | Added |
| Capital Investment Advisors, LLC | 39,595 | $1.81M | 0.03% | −3,898−9.0% | Reduced |
| Level Four Advisory Services, LLC | 39,890 | $1.82M | 0.06% | +1,014+2.6% | Added |
| Ahl Investment Management, Inc. | 39,954 | $1.83M | 1.25% | −1,655−4.0% | Reduced |
| Ballast, Inc. | 39,997 | $1.83M | 0.45% | −1,061−2.6% | Reduced |
| Savant Capital, LLC | 40,064 | $1.83M | 0.01% | +1,306+3.4% | Added |
| Tradewinds, LLC. | 40,129 | $1.83M | 0.45% | +40,129 | New |
| Arvest Investments, Inc. | 40,158 | $1.84M | 0.26% | −367−0.9% | Reduced |
| Jacobi Capital Management LLC | 40,301 | $1.84M | 0.11% | +472+1.2% | Added |
| one8zero8, LLC | 40,672 | $1.86M | 0.40% | −1,500−3.6% | Reduced |
| Marco Investment Management LLC | 40,681 | $1.86M | 0.14% | −1,275−3.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 41,097 | $1.88M | 0.03% | −679−1.6% | Reduced |
| San Luis Wealth Advisors LLC | 41,216 | $1.88M | 0.34% | +6,042+17.2% | Added |
| Fox Run Management, L.L.C. | 41,436 | $1.89M | 0.30% | +41,436 | New |
| Procyon Private Wealth Partners, LLC | 41,466 | $1.90M | 0.11% | +541+1.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 41,596 | $1.90M | 0.00% | +25,909+165.2% | Added |
| Fearless Solutions, LLC dba Best Invest | 42,620 | $1.95M | 1.25% | −1,712−3.9% | Reduced |
| Sequoia Financial Advisors, LLC | 43,117 | $1.97M | 0.01% | +2,290+5.6% | Added |
| ZWJ Investment Counsel Inc | 43,266 | $1.98M | 0.07% | −33−0.1% | Reduced |
| Investors Research Corp | 43,678 | $2.00M | 0.37% | +300+0.7% | Added |
| Metis Global Partners, LLC | 43,834 | $2.00M | 0.05% | −12,797−22.6% | Reduced |
| Advisors Asset Management, Inc. | 43,925 | $2.01M | 0.03% | −20,833−32.2% | Reduced |
| New England Research & Management, Inc. | 44,225 | $2.02M | 0.93% | +12,150+37.9% | Added |
| Lido Advisors, LLC | 44,324 | $2.03M | 0.01% | +37,494+549.0% | Added |
| Guardian Wealth Advisors, LLC | 44,409 | $2.03M | 0.13% | +30,889+228.5% | Added |
| Morningstar Investment Management LLC | 44,544 | $2.04M | 0.07% | +28,816+183.2% | Added |
| CAPROCK Group, Inc. | 43,125 | $2.04M | 0.05% | +43,125 | New |
| SeaCrest Wealth Management, LLC | 46,370 | $2.05M | 0.22% | −2,583−5.3% | Reduced |
| Argent Advisors, Inc. | 44,936 | $2.05M | 0.61% | +400+0.9% | Added |
| Raleigh Capital Management Inc. | 44,965 | $2.06M | 0.78% | +9,535+26.9% | Added |
| Buckingham Strategic Partners | 45,505 | $2.07M | 0.02% | +11,246+32.8% | Added |
| Verity & Verity, LLC | 45,337 | $2.07M | 0.17% | −222,855−83.1% | Reduced |
| Pathway Financial Advisers, LLC | 45,664 | $2.09M | 0.61% | −1,091−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 45,848 | $2.10M | 0.09% | +976+2.2% | Added |
| Integrated Wealth Concepts LLC | 46,015 | $2.10M | 0.02% | +99+0.2% | Added |
| Abundance Wealth Counselors | 46,134 | $2.11M | 0.36% | +248+0.5% | Added |
| Empowered Funds, LLC | 46,647 | $2.13M | 0.02% | −118,624−71.8% | Reduced |
| Empirical Finance, LLC | 46,666 | $2.13M | 0.10% | +413+0.9% | Added |
| EJF Capital LLC | 46,686 | $2.13M | 1.24% | +1,785+4.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 47,057 | $2.15M | 0.24% | −4,465−8.7% | Reduced |
| Principal Securities, Inc. | 47,193 | $2.16M | 0.04% | +5,413+13.0% | Added |
| Davis Investment Partners, LLC | 47,363 | $2.16M | 0.74% | +11,937+33.7% | Added |
| Omers Administration Corp | 47,639 | $2.18M | 0.02% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 47,718 | $2.18M | 0.01% | +4,530+10.5% | Added |
| Everence Capital Management Inc | 47,920 | $2.19M | 0.13% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 48,020 | $2.20M | 0.08% | −1,592−3.2% | Reduced |
| Southern Capital Advisors, LLC | 48,221 | $2.20M | 1.03% | −225−0.5% | Reduced |
| SageView Advisory Group, LLC | 48,373 | $2.21M | 0.08% | +39,026+417.5% | Added |
| Park Avenue Securities LLC | 48,614 | $2.22M | 0.02% | +1,050+2.2% | Added |
| Stock Yards Bank & Trust Co | 48,965 | $2.24M | 0.07% | −3,265−6.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 52,167 | $2.24M | 0.12% | 00.0% | Unchanged |
| Vident Advisory, LLC | 49,336 | $2.26M | 0.02% | +4,536+10.1% | Added |
| Argyle Capital Management Inc. | 49,366 | $2.26M | 0.78% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 49,402 | $2.26M | 0.75% | +300+0.6% | Added |
| Allstate Corp | 49,451 | $2.26M | 0.05% | +49,451 | New |
| IVC Wealth Advisors LLC | 49,668 | $2.27M | 1.01% | +74+0.1% | Added |
| BlueChip Wealth Advisors LLC | 50,319 | $2.30M | 0.98% | −1,877−3.6% | Reduced |
| Huntington National Bank | 50,338 | $2.30M | 0.01% | +738+1.5% | Added |
| Lazard Asset Management LLC | 50,368 | $2.30M | 0.00% | +42,077+507.5% | Added |
| E. Ohman J:or Asset Management AB | 50,884 | $2.33M | 0.05% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 50,914 | $2.33M | 0.16% | +859+1.7% | Added |
| Ally Financial Inc. | 51,000 | $2.33M | 0.29% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 51,164 | $2.34M | 0.04% | −415−0.8% | Reduced |
| Laurel Wealth Advisors LLC | 51,942 | $2.37M | 0.33% | −2,396−4.4% | Reduced |
| Bleakley Financial Group, LLC | 52,029 | $2.38M | 0.06% | +6,837+15.1% | Added |
| Poehling Capital Management, LLC | 52,374 | $2.39M | 0.50% | −373−0.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 52,937 | $2.42M | 0.06% | −115−0.2% | Reduced |
| Quantbot Technologies LP | 53,262 | $2.44M | 0.07% | −31,817−37.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 53,198 | $2.44M | 0.11% | +7,060+15.3% | Added |
| Heritage Trust Co | 53,862 | $2.46M | 0.26% | +541+1.0% | Added |
| Farmers National Bank | 54,008 | $2.47M | 0.59% | +1,325+2.5% | Added |
| Disciplined Equity Management, Inc. | 54,030 | $2.47M | 1.34% | −1,150−2.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 54,382 | $2.49M | 0.61% | +1,056+2.0% | Added |
| Arvest Bank Trust Division | 54,813 | $2.51M | 0.14% | −2,445−4.3% | Reduced |
| Peloton Wealth Strategists | 54,900 | $2.51M | 0.99% | −2,000−3.5% | Reduced |
| Hardin Capital Partners, LLC | 55,110 | $2.52M | 1.35% | −173−0.3% | Reduced |
| Bayview Asset Management, LLC | 55,308 | $2.53M | 1.94% | +27,808+101.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 55,579 | $2.54M | 0.09% | +2,370+4.5% | Added |
| Rather & Kittrell, Inc. | 55,921 | $2.56M | 0.45% | +485+0.9% | Added |
| Dakota Wealth Management | 56,311 | $2.57M | 0.05% | −7,814−12.2% | Reduced |
| Fulton Bank, N.A. | 56,678 | $2.59M | 0.09% | +1,059+1.9% | Added |
| Kempner Capital Management Inc. | 56,812 | $2.60M | 2.16% | −49,880−46.8% | Reduced |
| Kavar Capital Partners Group, LLC | 56,968 | $2.60M | 0.35% | −6,363−10.0% | Reduced |
| Holderness Investments Co | 57,321 | $2.62M | 0.53% | −2,898−4.8% | Reduced |
| Colonial Trust Co | 57,326 | $2.62M | 0.35% | −1,094−1.9% | Reduced |
| HF Advisory Group, LLC | 57,375 | $2.62M | 0.96% | +2,681+4.9% | Added |
| Cullinan Associates Inc | 57,435 | $2.63M | 0.17% | −45,100−44.0% | Reduced |
| Apollon Wealth Management, LLC | 58,224 | $2.66M | 0.05% | +3,176+5.8% | Added |
| United Capital Financial Advisers, LLC | 58,233 | $2.66M | 0.02% | +3,578+6.5% | Added |
| Crossmark Global Holdings, Inc. | 58,322 | $2.67M | 0.04% | +38+0.1% | Added |
| Lee Danner & Bass Inc | 58,494 | $2.67M | 0.19% | −458−0.8% | Reduced |
| Gator Capital Management, LLC | 58,580 | $2.68M | 0.69% | +580+1.0% | Added |
| First Bank & Trust | 58,836 | $2.69M | 0.45% | +2,144+3.8% | Added |
| New Mexico Educational Retirement Board | 59,188 | $2.71M | 0.08% | −2,900−4.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 59,599 | $2.72M | 0.07% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 60,072 | $2.75M | 0.01% | −16,450−21.5% | Reduced |