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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 4,817 | $217.7K | 0.01% | +4,817 | New |
| LongView Wealth Management | 4,839 | $221.2K | 0.06% | −115−2.3% | Reduced |
| Davis R M Inc | 4,861 | $222.2K | 0.00% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 4,891 | $222.9K | 0.08% | −287−5.5% | Reduced |
| Childress Capital Advisors, LLC | 4,913 | $224.6K | 0.04% | +4,913 | New |
| Total Clarity Wealth Management, Inc. | 4,924 | $225.1K | 0.06% | −34−0.7% | Reduced |
| PFW Advisors LLC | 4,951 | $226.4K | 0.07% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,960 | $226.8K | 0.05% | 00.0% | Unchanged |
| McAdam, LLC | 4,972 | $227.3K | 0.01% | +4,972 | New |
| Payne Capital Management, LLC | 5,000 | $228.6K | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,020 | $229.5K | 0.02% | −542−9.7% | Reduced |
| Paragon Capital Management Ltd | 5,022 | $229.6K | 0.04% | −252−4.8% | Reduced |
| Capital Analysts, LLC | 5,014 | $230.0K | 0.01% | −264−5.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 5,032 | $230.0K | 0.05% | −2,936−36.8% | Reduced |
| Evoke Wealth, LLC | 5,044 | $230.6K | 0.00% | −499−9.0% | Reduced |
| Sunbelt Securities, Inc. | 5,048 | $230.8K | 0.02% | +2,840+128.6% | Added |
| Element Wealth, LLC | 5,052 | $231.0K | 0.10% | +9+0.2% | Added |
| TradeWell Securities, LLC. | 5,085 | $231.7K | 0.10% | −118−2.3% | Reduced |
| Fortress Private Ledger, LLC | 5,069 | $231.7K | 0.08% | −864−14.6% | Reduced |
| Spirepoint Private Client, LLC | 5,071 | $231.8K | 0.02% | 00.0% | Unchanged |
| David Loasby | 5,135 | $232.1K | 0.02% | −746−12.7% | Reduced |
| Shayne & Co., LLC | 5,084 | $232.4K | 0.07% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5,103 | $233.3K | 0.23% | −708−12.2% | Reduced |
| Philadelphia Trust Co | 5,127 | $234.0K | 0.02% | +210+4.3% | Added |
| Augustine Asset Management Inc | 5,128 | $234.5K | 0.05% | −90−1.7% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,136 | $234.8K | 0.10% | +92+1.8% | Added |
| Gitterman Wealth Management, LLC | 5,147 | $235.3K | 0.05% | +5,147 | New |
| Focus Financial Network, Inc. | 5,165 | $236.2K | 0.01% | −614−10.6% | Reduced |
| Modern Wealth Management, LLC | 5,168 | $236.3K | 0.00% | +5,168 | New |
| Parsonex Advisory Services, Inc. | 5,171 | $236.4K | 0.16% | +379+7.9% | Added |
| Great Valley Advisor Group, Inc. | 5,171 | $236.5K | 0.00% | −33−0.6% | Reduced |
| Nilsine Partners, LLC | 5,203 | $237.9K | 0.02% | −1,314−20.2% | Reduced |
| M. Kulyk & Associates, LLC | 5,210 | $238.2K | 0.05% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 5,244 | $239.8K | 0.02% | +5,244 | New |
| Baron Wealth Management LLC | 5,257 | $240.3K | 0.08% | +10.0% | Added |
| Atlantic Family Wealth, LLC | 5,269 | $240.9K | 0.19% | −49−0.9% | Reduced |
| Waldron Private Wealth LLC | 5,290 | $241.9K | 0.01% | +15+0.3% | Added |
| WealthTrust Axiom LLC | 5,301 | $242.4K | 0.06% | 00.0% | Unchanged |
| Conning Inc. | 5,312 | $242.9K | 0.01% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 5,447 | $243.1K | 0.08% | +5,447 | New |
| Harmony Asset Management LLC | 5,364 | $245.2K | 0.08% | +9+0.2% | Added |
| Mountain Pacific Investment Advisers Inc | 5,366 | $245.3K | 0.04% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 5,390 | $246.4K | 0.07% | +55+1.0% | Added |
| Financial Consulate, Inc | 5,413 | $247.5K | 0.03% | +5,413 | New |
| Smith Chas P & Associates Pa Cpas | 5,449 | $249.1K | 0.02% | −18,578−77.3% | Reduced |
| Fortress Wealth Group, LLC | 5,694 | $250.0K | 0.11% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 5,474 | $250.3K | 0.07% | +5,474 | New |
| Rock Point Advisors, LLC | 5,475 | $250.3K | 0.07% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 5,502 | $251.6K | 0.10% | +460+9.1% | Added |
| Gries Financial LLC | 5,507 | $251.8K | 0.04% | +233+4.4% | Added |
| Johnson Financial Group, Inc. | 5,525 | $252.6K | 0.01% | +1,814+48.9% | Added |
| Next Level Private LLC | 5,579 | $252.9K | 0.07% | +52+0.9% | Added |
| Penserra Capital Management LLC | 5,585 | $254.0K | 0.00% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 5,581 | $255.1K | 0.04% | +497+9.8% | Added |
| Clarius Group, LLC | 5,606 | $256.3K | 0.02% | −2,185−28.0% | Reduced |
| GTS Securities LLC | 5,653 | $258.5K | 0.01% | −465−7.6% | Reduced |
| Muirfield Wealth Advisors LLC | 5,665 | $259.0K | 0.19% | +62+1.1% | Added |
| Calton & Associates, Inc. | 5,719 | $261.5K | 0.04% | −607−9.6% | Reduced |
| Lafayette Investments, Inc. | 5,727 | $261.8K | 0.05% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 7,963 | $262.3K | 0.02% | +686+9.4% | Added |
| Kestra Investment Management, LLC | 5,739 | $262.4K | 0.01% | −453−7.3% | Reduced |
| Wedbush Securities Inc | 5,763 | $263.0K | 0.01% | +5,763 | New |
| Evermay Wealth Management LLC | 5,755 | $263.1K | 0.03% | −50−0.9% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 5,774 | $264.0K | 0.06% | +170+3.0% | Added |
| Smith, Moore & Co. | 5,787 | $264.6K | 0.02% | +423+7.9% | Added |
| BLB&B Advisors, LLC | 5,788 | $264.6K | 0.01% | +160+2.8% | Added |
| Convergence Financial, LLC | 5,831 | $266.6K | 0.04% | −833−12.5% | Reduced |
| D'Orazio & Associates, Inc. | 5,844 | $267.2K | 0.04% | −132−2.2% | Reduced |
| Patton Fund Management, Inc. | 5,846 | $267.3K | 0.05% | 00.0% | Unchanged |
| Family Legacy, Inc. | 5,870 | $268.4K | 0.08% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 5,900 | $269.7K | 0.14% | +231+4.1% | Added |
| Cascades Capital Asset Management, LLC | 5,901 | $269.8K | 0.12% | −67−1.1% | Reduced |
| Klingenstein Fields & Co LP | 5,912 | $270.3K | 0.01% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 5,925 | $270.9K | 0.02% | +398+7.2% | Added |
| Timonier Family Office, LTD. | 5,941 | $271.6K | 0.09% | 00.0% | Unchanged |
| Sapient Capital LLC | 5,954 | $273.4K | 0.00% | −645−9.8% | Reduced |
| Salzhauer Michael | 57,327 | $273.6K | 0.16% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 6,007 | $274.6K | 0.10% | +7+0.1% | Added |
| Court Place Advisors, LLC | 6,022 | $275.3K | 0.08% | +200+3.4% | Added |
| Skopos Labs, Inc. | 6,479 | $276.0K | 0.04% | −295−4.4% | Reduced |
| Aegis Wealth Management LLC | 6,042 | $276.2K | 0.15% | −1,234−17.0% | Reduced |
| Everstar Asset Management, LLC | 6,063 | $277.2K | 0.16% | +155+2.6% | Added |
| Frederick Financial Consultants, LLC | 6,090 | $278.4K | 0.16% | +55+0.9% | Added |
| Outfitter Financial LLC | 6,091 | $278.5K | 0.23% | −2,750−31.1% | Reduced |
| WBH Advisory Inc | 6,097 | $278.8K | 0.02% | +187+3.2% | Added |
| Strategic Wealth Designers | 6,099 | $278.9K | 0.02% | +6,099 | New |
| Retirement Planning Group | 6,100 | $278.9K | 0.01% | +6,100 | New |
| Apexium Financial, LP | 6,106 | $279.2K | 0.01% | +88+1.5% | Added |
| Peachtree Investment Partners, LLC | 6,109 | $279.3K | 0.10% | −140−2.2% | Reduced |
| L2 Asset Management, LLC | 6,116 | $279.6K | 0.04% | +319+5.5% | Added |
| Councilmark Asset Management, LLC | 6,142 | $280.8K | 0.16% | −550−8.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,153 | $281.3K | 0.05% | +114+1.9% | Added |
| Bailard, Inc. | 6,212 | $284.0K | 0.01% | −47,767−88.5% | Reduced |
| Hill Investment Group Partners, LLC | 6,259 | $286.2K | 0.03% | −432−6.5% | Reduced |
| Tennessee Valley Asset Management Partners | 6,273 | $286.8K | 0.04% | +1,073+20.6% | Added |
| Patrick M Sweeney & Associates, Inc | 6,285 | $287.3K | 0.19% | −98−1.5% | Reduced |
| Quotient Wealth Partners, LLC | 6,287 | $287.5K | 0.01% | +89+1.4% | Added |
| Platform Technology Partners | 6,330 | $289.4K | 0.07% | −117−1.8% | Reduced |
| 44 Wealth Management LLC | 6,349 | $290.3K | 0.10% | −7−0.1% | Reduced |
| Alta Advisers Ltd | 6,350 | $290.3K | 0.09% | 00.0% | Unchanged |