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.
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 | 1,706 | $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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $13.7K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 311 | $14.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 320 | $14.6K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 320 | $14.6K | 0.00% | +1+0.3% | Added |
| High Note Wealth, LLC | 330 | $15.1K | 0.00% | +6+1.9% | Added |
| Piscataqua Savings Bank | 360 | $16.5K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 362 | $16.5K | 0.03% | −1,681−82.3% | Reduced |
| PFS Partners, LLC | 363 | $16.6K | 0.01% | +82+29.2% | Added |
| Meeder Asset Management Inc | 365 | $16.7K | 0.00% | −704−65.9% | Reduced |
| Maryland Capital Advisors Inc. | 372 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 377 | $17.2K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 381 | $17.4K | 0.01% | +381 | New |
| Fairman Group, LLC | 384 | $17.5K | 0.01% | +5+1.3% | Added |
| Orion Capital Management LLC | 385 | $17.6K | 0.01% | +57+17.4% | Added |
| Monetary Management Group Inc | 388 | $17.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 388 | $17.7K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 397 | $18.2K | 0.00% | +365+1,140.6% | Added |
| N.E.W. Advisory Services LLC | 400 | $18.3K | 0.00% | −100−20.0% | Reduced |
| TD Capital Management LLC | 402 | $18.4K | 0.00% | −22−5.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 403 | $18.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 411 | $18.8K | 0.00% | +138+50.5% | Added |
| Hanson & Doremus Investment Management | 408 | $19.0K | 0.00% | +52+14.6% | Added |
| Palisade Asset Management, LLC | 419 | $19.2K | 0.00% | +419 | New |
| Morton Brown Family Wealth, LLC | 421 | $19.2K | 0.01% | +4+1.0% | Added |
| Maseco LLP | 424 | $19.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 427 | $19.5K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 427 | $19.5K | 0.01% | +9+2.2% | Added |
| Old Second National Bank of Aurora | 445 | $20.3K | 0.00% | +145+48.3% | Added |
| Hartford Financial Management Inc. | 449 | $20.5K | 0.01% | −3,000−87.0% | Reduced |
| Prestige Wealth Management Group LLC | 468 | $21.4K | 0.00% | −106−18.5% | Reduced |
| Glen Eagle Advisors, LLC | 478 | $21.9K | 0.00% | +313+189.7% | Added |
| Richard W. Paul & Associates, LLC | 488 | $22.3K | 0.01% | +105+27.4% | Added |
| True Wealth Design, LLC | 494 | $22.6K | 0.01% | +380+333.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 498 | $22.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 513 | $23.5K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 524 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 546 | $24.0K | 0.01% | +61+12.6% | Added |
| Peoples Financial Services Corp. | 568 | $26.0K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 570 | $26.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $27.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 600 | $27.0K | 0.02% | 00.0% | Unchanged |
| Motco | 591 | $27.0K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 600 | $27.4K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 617 | $28.2K | 0.01% | +7+1.1% | Added |
| Hallmark Capital Management Inc | 619 | $28.3K | 0.00% | +619 | New |
| Loomis Sayles & Co L P | 623 | $28.5K | 0.00% | +11+1.8% | Added |
| Horizon Financial Services, LLC | 627 | $28.7K | 0.01% | +627 | New |
| Wealth Preservation Advisors, LLC | 636 | $29.1K | 0.02% | −5−0.8% | Reduced |
| Financial Perspectives, Inc | 637 | $29.1K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 643 | $29.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 668 | $30.5K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 693 | $31.7K | 0.00% | +500+259.1% | Added |
| Darwin Advisors, LLC | 695 | $31.8K | 0.01% | +600+631.6% | Added |
| Princeton Global Asset Management LLC | 696 | $31.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 696 | $32.0K | 0.02% | +21+3.1% | Added |
| Winch Advisory Services, LLC | 704 | $32.2K | 0.01% | +7+1.0% | Added |
| Atlantic Private Wealth, LLC | 715 | $32.7K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 743 | $33.9K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 800 | $36.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 810 | $37.0K | 0.01% | +19+2.4% | Added |
| Tripletail Wealth Management, LLC | 817 | $37.4K | 0.04% | +817 | New |
| Winthrop Capital Management, LLC | 840 | $38.0K | 0.01% | −74−8.1% | Reduced |
| Sachetta, LLC | 834 | $38.1K | 0.01% | +50+6.4% | Added |
| Horizons Wealth Management | 853 | $39.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $39.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 859 | $39.3K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 887 | $40.6K | 0.00% | +887 | New |
| Aventura Private Wealth, LLC | 940 | $43.0K | 0.02% | −850−47.5% | Reduced |
| Flagship Wealth Advisors, LLC | 976 | $44.6K | 0.01% | +15+1.6% | Added |
| Hemington Wealth Management | 1,018 | $46.0K | 0.01% | +89+9.6% | Added |
| CoreCap Advisors, LLC | 1,020 | $46.6K | 0.00% | −46−4.3% | Reduced |
| TCTC Holdings, LLC | 1,023 | $46.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,029 | $47.0K | 0.00% | +98+10.5% | Added |
| Curio Wealth, LLC | 1,037 | $47.4K | 0.02% | −1,985−65.7% | Reduced |
| Pin Oak Investment Advisors Inc | 1,069 | $48.9K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,083 | $49.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,094 | $50.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,106 | $50.6K | 0.00% | +1,106 | New |
| Optimum Investment Advisors | 1,153 | $52.7K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,169 | $53.4K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,210 | $55.0K | 0.03% | −95−7.3% | Reduced |
| Private Wealth Asset Management, LLC | 1,211 | $55.4K | 0.01% | −1,071−46.9% | Reduced |
| Private Wealth Management Group, LLC | 1,235 | $56.5K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,255 | $57.4K | 0.02% | +14+1.1% | Added |
| Banque Cantonale Vaudoise | 1,276 | $58.0K | 0.00% | −32,568−96.2% | Reduced |
| Walleye Capital LLC | 1,290 | $59.0K | 0.00% | −29,685−95.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,303 | $59.6K | 0.04% | +159+13.9% | Added |
| Pinney & Scofield, Inc. | 1,310 | $59.9K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,340 | $61.3K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,375 | $62.9K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1,394 | $63.7K | 0.02% | +1,394 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $66.3K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,500 | $68.6K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,510 | $69.0K | 0.00% | +1,260+504.0% | Added |
| Main Street Group, LTD | 1,544 | $70.6K | 0.02% | +2+0.1% | Added |
| Richardson Financial Services Inc. | 1,549 | $70.8K | 0.04% | −146−8.6% | Reduced |
| Riverview Trust Co | 1,549 | $70.8K | 0.09% | −1,163−42.9% | Reduced |
| Stephens Consulting, LLC | 1,555 | $71.1K | 0.02% | −29−1.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,655 | $75.7K | 0.01% | −424−20.4% | Reduced |