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 |
|---|---|---|---|---|---|
| ASR Vermogensbeheer N.V. | 106,393 | $4.86M | 0.06% | −390−0.4% | Reduced |
| Elo Mutual Pension Insurance Co | 107,366 | $4.91M | 0.08% | +45,385+73.2% | Added |
| Simon Quick Advisors, LLC | 107,583 | $4.92M | 0.22% | −143−0.1% | Reduced |
| Bridge Creek Capital Management LLC | 109,524 | $5.01M | 1.39% | −4,678−4.1% | Reduced |
| First Citizens Bank & Trust Co | 110,076 | $5.03M | 0.11% | −464−0.4% | Reduced |
| Verdence Capital Advisors LLC | 113,281 | $5.06M | 0.29% | +11,901+11.7% | Added |
| AustralianSuper Pty Ltd | 111,150 | $5.08M | 0.02% | −61,472−35.6% | Reduced |
| Country Club Bank | 111,351 | $5.11M | 0.30% | −989−0.9% | Reduced |
| Candriam Luxembourg S.C.A. | 112,891 | $5.16M | 0.03% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 113,000 | $5.17M | 0.94% | +5,000+4.6% | Added |
| Baugh & Associates, LLC | 126,043 | $5.30M | 2.64% | −3,023−2.3% | Reduced |
| DRW Securities, LLC | 115,954 | $5.31M | 0.27% | −28,868−19.9% | Reduced |
| LaFleur & Godfrey LLC | 117,769 | $5.38M | 0.65% | −784−0.7% | Reduced |
| Equitable Trust Co | 118,261 | $5.41M | 0.25% | +38,850+48.9% | Added |
| Loudon Investment Management, LLC | 120,774 | $5.52M | 2.89% | −4,047−3.2% | Reduced |
| Whitener Capital Management, Inc. | 121,985 | $5.58M | 1.34% | +1,051+0.9% | Added |
| Chesley Taft & Associates LLC | 123,652 | $5.65M | 0.24% | −389−0.3% | Reduced |
| Nordea Investment Management AB | 126,017 | $5.67M | 0.00% | +12,205+10.7% | Added |
| Associated Banc-Corp | 126,853 | $5.80M | 0.15% | −5,604−4.2% | Reduced |
| Highland Capital Management, LLC | 127,328 | $5.82M | 0.29% | −38,241−23.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 129,032 | $5.90M | 0.99% | +640.0% | Added |
| Griffith & Werner, Inc. | 131,445 | $5.93M | 3.07% | +131,445 | New |
| Hilton Capital Management, LLC | 130,809 | $5.98M | 0.48% | +122,195+1,418.6% | Added |
| Shelton Capital Management | 131,599 | $6.02M | 0.13% | −184−0.1% | Reduced |
| Stephens Inc | 130,793 | $6.03M | 0.08% | −120−0.1% | Reduced |
| United Capital Management of KS, Inc. | 132,785 | $6.07M | 0.83% | +3,680+2.9% | Added |
| Boston Common Asset Management, LLC | 134,155 | $6.13M | 0.17% | −40,903−23.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 134,574 | $6.15M | 0.05% | −66,325−33.0% | Reduced |
| JustInvest LLC | 136,982 | $6.27M | 0.06% | +8,565+6.7% | Added |
| Harvest Portfolios Group Inc. | 138,947 | $6.35M | 0.12% | −6,263−4.3% | Reduced |
| Mutual of America Capital Management LLC | 139,773 | $6.39M | 0.07% | −10,412−6.9% | Reduced |
| Cornerstone Wealth Group, LLC | 140,041 | $6.40M | 0.43% | −202−0.1% | Reduced |
| State of Alaska, Department of Revenue | 140,933 | $6.44M | 0.07% | −6,150−4.2% | Reduced |
| Atria Investments LLC | 141,530 | $6.47M | 0.07% | +5,220+3.8% | Added |
| OP Asset Management Ltd | 142,625 | $6.52M | 0.09% | +2,522+1.8% | Added |
| Advisory Services Network, LLC | 144,155 | $6.59M | 0.10% | +4,069+2.9% | Added |
| Pacer Advisors, Inc. | 144,355 | $6.60M | 0.02% | +37,762+35.4% | Added |
| Old Point Trust & Financial Services N A | 145,400 | $6.65M | 2.15% | −8,050−5.2% | Reduced |
| Oregon Public Employees Retirement Fund | 147,314 | $6.74M | 0.09% | +34,139+30.2% | Added |
| Jamison Private Wealth Management, Inc. | 147,582 | $6.75M | 0.85% | +6,935+4.9% | Added |
| Socorro Asset Management LP | 149,474 | $6.83M | 2.46% | −23,891−13.8% | Reduced |
| Regions Financial Corp | 150,644 | $6.89M | 0.04% | −18,181−10.8% | Reduced |
| Mackenzie Financial Corp | 153,232 | $7.01M | 0.01% | +1,521+1.0% | Added |
| HB Wealth Management, LLC | 154,147 | $7.05M | 0.05% | +35,382+29.8% | Added |
| CWM, LLC | 154,659 | $7.07M | 0.02% | +78,382+102.8% | Added |
| Reliant Investment Partners, LLC | 155,598 | $7.08M | 5.55% | −695−0.4% | Reduced |
| Alpha Omega Wealth Management LLC | 155,614 | $7.11M | 1.18% | −5,614−3.5% | Reduced |
| Zions Bancorporation, National Association | 156,055 | $7.13M | 0.35% | −7,849−4.8% | Reduced |
| Davis Selected Advisers | 156,437 | $7.15M | 0.04% | +592+0.4% | Added |
| Janus Henderson Group PLC | 156,884 | $7.17M | 0.00% | −9,600−5.8% | Reduced |
| Concurrent Investment Advisors, LLC | 157,184 | $7.19M | 0.12% | +12,743+8.8% | Added |
| Linscomb & Williams, Inc. | 159,996 | $7.32M | 0.32% | +1,667+1.1% | Added |
| M&T Bank Corp | 160,112 | $7.32M | 0.02% | −15,443−8.8% | Reduced |
| Colonial Trust Advisors | 162,771 | $7.44M | 0.57% | +59,788+58.1% | Added |
| Point72 Europe (London) LLP | 163,555 | $7.48M | 0.41% | −201,318−55.2% | Reduced |
| NTV Asset Management LLC | 164,252 | $7.51M | 0.82% | −5,449−3.2% | Reduced |
| Alerus Financial NA | 164,428 | $7.52M | 0.38% | +10,579+6.9% | Added |
| Continental Advisors LLC | 165,172 | $7.55M | 5.10% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 165,262 | $7.56M | 0.04% | +1,551+0.9% | Added |
| Public Employees Retirement Association of Colorado | 165,389 | $7.56M | 0.03% | −2,583−1.5% | Reduced |
| Kingsview Wealth Management, LLC | 166,335 | $7.60M | 0.12% | +5,568+3.5% | Added |
| Capital Group Private Client Services, Inc. | 167,095 | $7.64M | 0.13% | −923,160−84.7% | Reduced |
| Diversified Trust Co | 167,444 | $7.66M | 0.15% | −4,001−2.3% | Reduced |
| Yousif Capital Management, LLC | 167,621 | $7.66M | 0.08% | −12,138−6.8% | Reduced |
| Oppenheimer & Co Inc | 169,030 | $7.73M | 0.09% | +26,530+18.6% | Added |
| Ieq Capital, LLC | 169,679 | $7.76M | 0.02% | +30,009+21.5% | Added |
| Woodline Partners LP | 170,416 | $7.79M | 0.04% | +28,765+20.3% | Added |
| Argent Trust Co | 170,465 | $7.79M | 0.28% | −1,133−0.7% | Reduced |
| CIBC World Markets Inc. | 174,041 | $7.96M | 0.02% | +25,590+17.2% | Added |
| Pinnacle Financial Partners Inc | 174,839 | $7.99M | 0.19% | +40,393+30.0% | Added |
| New York Life Investment Management LLC | 175,054 | $8.00M | 0.07% | −3,007−1.7% | Reduced |
| Ethic Inc. | 175,084 | $8.00M | 0.13% | +3,391+2.0% | Added |
| Manning & Napier Advisors LLC | 175,251 | $8.05M | 0.10% | −142,363−44.8% | Reduced |
| Logan Capital Management Inc | 177,534 | $8.12M | 0.34% | +305+0.2% | Added |
| CIBC Bancorp USA Inc. | 178,618 | $8.17M | 0.05% | +178,618 | New |
| Xponance, Inc. | 180,441 | $8.25M | 0.07% | −10,799−5.6% | Reduced |
| Huber Capital Management LLC | 181,464 | $8.30M | 1.31% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 182,148 | $8.33M | 0.80% | +1,620+0.9% | Added |
| Pathstone Holdings, LLC | 182,838 | $8.36M | 0.03% | +18,328+11.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 185,778 | $8.49M | 0.03% | +22,453+13.7% | Added |
| NEOS Investment Management LLC | 185,824 | $8.50M | 0.06% | +57,945+45.3% | Added |
| Mercer Global Advisors Inc | 187,767 | $8.58M | 0.01% | −3,258−1.7% | Reduced |
| Northern Oak Wealth Management Inc | 188,173 | $8.60M | 1.06% | +500.0% | Added |
| British Columbia Investment Management Corp | 188,203 | $8.60M | 0.05% | −17,857−8.7% | Reduced |
| Rowland & Co Investment Counsel | 190,467 | $8.71M | 1.71% | −2,064−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 190,514 | $8.71M | 0.16% | +46,356+32.2% | Added |
| Colony Group, LLC | 192,004 | $8.72M | 0.01% | +73,785+62.4% | Added |
| Steel Peak Wealth Management LLC | 190,918 | $8.73M | 0.29% | +85,220+80.6% | Added |
| Nearwater Capital Markets, Ltd | 200,000 | $9.14M | 0.12% | 00.0% | Unchanged |
| Danica Pension, Livsforsikringsaktieselskab | 202,070 | $9.24M | 0.14% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 202,728 | $9.27M | 0.04% | −26,749−11.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 203,099 | $9.29M | 2.06% | −1,173−0.6% | Reduced |
| Daiwa Securities Group Inc. | 203,532 | $9.30M | 0.03% | +7,252+3.7% | Added |
| Cambria Investment Management, L.P. | 204,443 | $9.35M | 0.57% | +204,443 | New |
| Cresset Asset Management, LLC | 205,864 | $9.41M | 0.04% | +16,665+8.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 206,663 | $9.45M | 0.08% | +8,617+4.4% | Added |
| USS Investment Management Ltd | 206,926 | $9.46M | 0.05% | 00.0% | Unchanged |
| Cardinal Capital Management | 206,940 | $9.46M | 1.31% | +1,621+0.8% | Added |
| Kestra Advisory Services, LLC | 209,216 | $9.57M | 0.04% | −7,337−3.4% | Reduced |
| Arkadios Wealth Advisors | 210,429 | $9.62M | 0.24% | +19,830+10.4% | Added |