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 |
|---|---|---|---|---|---|
| Investment Research & Advisory Group, Inc. | 1,627 | $75.9K | 0.03% | −16−1.0% | Reduced |
| Truvestments Capital LLC | 1,672 | $76.4K | 0.01% | +284+20.5% | Added |
| UMA Financial Services, Inc. | 1,729 | $79.1K | 0.01% | +376+27.8% | Added |
| Catalyst Capital Advisors LLC | 1,738 | $79.5K | 0.00% | +378+27.8% | Added |
| REAP Financial Group, LLC | 1,783 | $81.5K | 0.02% | +151+9.3% | Added |
| AdvisorNet Financial, Inc | 1,823 | $83.3K | 0.00% | −102−5.3% | Reduced |
| Nemes Rush Group LLC | 1,893 | $86.5K | 0.01% | −125−6.2% | Reduced |
| Smithfield Trust Co | 1,970 | $89.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,961 | $89.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,972 | $90.0K | 0.00% | −19−1.0% | Reduced |
| Golden State Wealth Management, LLC | 2,077 | $95.0K | 0.01% | −40−1.9% | Reduced |
| Capital Advisors, Ltd. LLC | 2,088 | $95.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,103 | $96.1K | 0.00% | −388−15.6% | Reduced |
| Abound Wealth Management | 2,111 | $96.5K | 0.02% | +22+1.1% | Added |
| Versant Capital Management, Inc | 2,124 | $97.1K | 0.01% | +415+24.3% | Added |
| Gables Capital Management Inc. | 2,171 | $99.3K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,175 | $99.4K | 0.04% | 00.0% | Unchanged |
| Essential Partners LLC | 2,199 | $100.5K | 0.03% | +331+17.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,246 | $102.7K | 0.03% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2,278 | $102.8K | 0.02% | +24+1.1% | Added |
| Root Financial Partners, LLC | 2,250 | $102.9K | 0.01% | +2,250 | New |
| Migdal Insurance & Financial Holdings Ltd. | 2,290 | $105.0K | 0.00% | +471+25.9% | Added |
| Atlantic Trust, LLC | 2,320 | $106.1K | 0.02% | −541−18.9% | Reduced |
| Clear Investment Research, LLC | 2,360 | $107.9K | 0.14% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,410 | $110.2K | 0.00% | +2,410 | New |
| Cranbrook Wealth Management, LLC | 2,430 | $111.1K | 0.02% | 00.0% | Unchanged |
| Curat Global, LLC | 2,443 | $111.7K | 0.10% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,476 | $113.2K | 0.07% | +161+7.0% | Added |
| Millstone Evans Group, LLC | 2,483 | $113.5K | 0.07% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,528 | $115.6K | 0.04% | +2,327+1,157.7% | Added |
| Evolution Advisers, Inc. | 74,770 | $116.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,558 | $116.9K | 0.01% | +2,558 | New |
| Silvant Capital Management LLC | 2,587 | $118.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,624 | $120.0K | 0.04% | +1,742+197.5% | Added |
| Proffitt & Goodson Inc | 2,656 | $121.4K | 0.02% | +91+3.5% | Added |
| Caldwell Sutter Capital, Inc. | 2,677 | $122.4K | 0.05% | −247−8.4% | Reduced |
| PEAK6 LLC | 2,820 | $128.9K | 0.00% | +2,820 | New |
| Boyd Watterson Asset Management LLC | 2,907 | $132.9K | 0.04% | −92−3.1% | Reduced |
| Ameritas Advisory Services, LLC | 2,918 | $133.4K | 0.01% | −1,304−30.9% | Reduced |
| First PREMIER Bank | 3,000 | $137.0K | 0.03% | 00.0% | Unchanged |
| Viking Fund Management LLC | 3,000 | $137.2K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,000 | $137.2K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,137 | $138.0K | 0.09% | −1,250−28.5% | Reduced |
| Exchange Traded Concepts, LLC | 3,203 | $146.4K | 0.00% | −1,589−33.2% | Reduced |
| Heartwood Wealth Advisors LLC | 3,222 | $147.3K | 0.01% | −2,390−42.6% | Reduced |
| Deseret Mutual Benefit Administrators | 3,234 | $147.9K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,401 | $155.5K | 0.07% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,503 | $160.2K | 0.11% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3,503 | $160.2K | 0.09% | +321+10.1% | Added |
| Onefund, LLC | 3,621 | $165.6K | 0.11% | +134+3.8% | Added |
| Manchester Capital Management LLC | 3,641 | $166.5K | 0.02% | −228−5.9% | Reduced |
| TD Waterhouse Canada Inc. | 3,730 | $170.0K | 0.00% | +237+6.8% | Added |
| VSM Wealth Advisory, LLC | 3,730 | $170.5K | 0.05% | −2,315−38.3% | Reduced |
| Dakota Community Bank & Trust NA | 3,748 | $171.4K | 0.68% | +345+10.1% | Added |
| Bruce G. Allen Investments, LLC | 3,787 | $173.1K | 0.12% | +7+0.2% | Added |
| Grove Bank & Trust | 3,862 | $176.6K | 0.02% | −250−6.1% | Reduced |
| Hantz Financial Services, Inc. | 3,966 | $181.0K | 0.00% | +2,874+263.2% | Added |
| Cromwell Holdings LLC | 4,108 | $187.8K | 0.10% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,184 | $191.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,269 | $195.2K | 0.03% | +14+0.3% | Added |
| Accordant Advisory Group Inc | 4,299 | $196.6K | 0.13% | 00.0% | Unchanged |
| Eastern Bank | 4,350 | $198.9K | 0.00% | −9−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 4,397 | $201.0K | 0.00% | +4,397 | New |
| Facet Wealth, Inc. | 4,400 | $201.2K | 0.00% | +4,400 | New |
| Trust Point Inc. | 4,415 | $201.9K | 0.02% | +4,415 | New |
| Chase Investment Counsel Corp | 4,421 | $202.0K | 0.06% | +4,421 | New |
| Capital Management Corp | 4,443 | $203.1K | 0.03% | +4,443 | New |
| Johnson Financial Group, LLC | 4,446 | $203.3K | 0.02% | +4,446 | New |
| LRI Investments, LLC | 4,461 | $204.0K | 0.02% | +282+6.7% | Added |
| Providence Capital Advisors, LLC | 4,475 | $204.6K | 0.04% | −300−6.3% | Reduced |
| Inscription Capital, LLC | 4,475 | $204.6K | 0.02% | +4,475 | New |
| American Capital Advisory, LLC | 4,506 | $206.0K | 0.10% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,509 | $206.2K | 0.02% | +4,509 | New |
| Boltwood Capital Management | 4,510 | $206.2K | 0.05% | +4,510 | New |
| MV Capital Management, Inc. | 4,522 | $206.7K | 0.02% | +610+15.6% | Added |
| Central Trust Co | 4,526 | $206.9K | 0.00% | −322−6.6% | Reduced |
| Fidelis Capital Partners, LLC | 4,534 | $207.3K | 0.02% | +4,534 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,558 | $208.4K | 0.02% | +4,558 | New |
| Kathmere Capital Management, LLC | 4,570 | $208.9K | 0.01% | +4,570 | New |
| Creekmur Asset Management LLC | 4,580 | $209.4K | 0.03% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 4,595 | $210.1K | 0.06% | −251−5.2% | Reduced |
| CNB Bank | 4,596 | $210.1K | 0.09% | +239+5.5% | Added |
| Nikulski Financial, Inc. | 4,600 | $210.3K | 0.05% | +4,600 | New |
| Pathway Financial Advisors LLC | 4,626 | $211.5K | 0.03% | +4,626 | New |
| Sound Income Strategies, LLC | 4,790 | $211.9K | 0.01% | −356−6.9% | Reduced |
| waypoint wealth counsel | 4,637 | $212.0K | 0.08% | +4,637 | New |
| Bradley Foster & Sargent Inc | 4,646 | $212.4K | 0.00% | +4,646 | New |
| Lloyd Advisory Services, LLC. | 4,650 | $212.6K | 0.10% | +4,650 | New |
| Invested Advisors | 4,858 | $213.5K | 0.31% | +4,858 | New |
| Catalyst Financial Partners LLC | 4,672 | $213.6K | 0.03% | +4,672 | New |
| Alaethes Wealth LLC | 4,694 | $214.6K | 0.06% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 4,696 | $214.7K | 0.02% | +4,696 | New |
| Future Financial Wealth Managment LLC | 4,700 | $214.9K | 0.14% | 00.0% | Unchanged |
| Capital Square, LLC | 4,718 | $215.7K | 0.11% | −979−17.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,737 | $216.6K | 0.01% | −111−2.3% | Reduced |
| Sandhill Capital Partners LLC | 4,737 | $216.6K | 0.02% | −29−0.6% | Reduced |
| Keynote Financial Services LLC | 4,740 | $216.7K | 0.13% | 00.0% | Unchanged |
| Bollard Group LLC | 4,756 | $217.0K | 0.01% | +52+1.1% | Added |
| Integrated Investment Consultants, LLC | 4,756 | $217.4K | 0.04% | −945−16.6% | Reduced |
| Chicago Capital, LLC | 4,762 | $217.7K | 0.01% | 00.0% | Unchanged |