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 |
|---|---|---|---|---|---|
| Norden Group LLC | 6,376 | $291.5K | 0.03% | +1,170+22.5% | Added |
| Meridian Financial Partners LLC | 6,616 | $292.0K | 0.12% | +4+0.1% | Added |
| ARS Wealth Advisors Group, LLC | 6,423 | $293.6K | 0.03% | +24+0.4% | Added |
| Harbour Investments, Inc. | 6,440 | $294.4K | 0.01% | +1,166+22.1% | Added |
| Victory Financial Group, LLC | 6,482 | $297.0K | 0.04% | +803+14.1% | Added |
| Wagner Wealth Management, LLC | 6,501 | $297.2K | 0.07% | −122−1.8% | Reduced |
| Canton Hathaway, LLC | 6,516 | $298.0K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6,522 | $298.2K | 0.04% | +158+2.5% | Added |
| Armistice Capital, LLC | 6,544 | $299.2K | 0.01% | +6,544 | New |
| DGS Capital Management, LLC | 6,577 | $300.7K | 0.05% | +6,577 | New |
| Silverlake Wealth Management LLC | 6,595 | $301.5K | 0.07% | +1,260+23.6% | Added |
| Whipplewood Advisors, LLC | 6,609 | $302.2K | 0.20% | −131−1.9% | Reduced |
| West Family Investments, Inc. | 6,615 | $302.4K | 0.07% | +46+0.7% | Added |
| PDS Planning, Inc | 6,624 | $302.8K | 0.02% | +4+0.1% | Added |
| Joel Isaacson & Co., LLC | 6,630 | $303.1K | 0.01% | +1,678+33.9% | Added |
| Gradient Investments LLC | 6,636 | $303.4K | 0.01% | +6,636 | New |
| Cornerstone Management, Inc. | 6,678 | $305.3K | 0.05% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 6,749 | $308.6K | 0.01% | +1,036+18.1% | Added |
| Haverford Trust Co | 6,761 | $309.1K | 0.00% | −454−6.3% | Reduced |
| Fonville Wealth Management LLC | 6,834 | $312.5K | 0.07% | −7−0.1% | Reduced |
| First Manhattan Co | 6,874 | $314.3K | 0.00% | +6,874 | New |
| Blue Rock Wealth Management LLC | 6,900 | $315.5K | 0.20% | +1,500+27.8% | Added |
| Castleview Partners, LLC | 6,903 | $315.6K | 0.17% | +837+13.8% | Added |
| Stonegate Investment Group, LLC | 6,944 | $317.5K | 0.01% | +8+0.1% | Added |
| Empower Advisory Group, LLC | 6,963 | $318.3K | 0.00% | +659+10.5% | Added |
| Formidable Asset Management, LLC | 7,424 | $319.2K | 0.05% | −653−8.1% | Reduced |
| IFS Group,LLC | 7,008 | $319.4K | 0.28% | +7,008 | New |
| FDx Advisors, Inc. | 7,170 | $320.0K | 0.10% | +1,273+21.6% | Added |
| Stone Point Wealth LLC | 7,000 | $320.0K | 0.09% | −400−5.4% | Reduced |
| Sage Investment Counsel LLC | 7,004 | $320.2K | 0.35% | +11+0.2% | Added |
| ForthRight Wealth Management, LLC | 7,032 | $321.5K | 0.09% | −584−7.7% | Reduced |
| Apella Capital, LLC | 7,856 | $322.8K | 0.01% | +1,058+15.6% | Added |
| Select Asset Management & Trust | 7,097 | $324.0K | 0.10% | 00.0% | Unchanged |
| Manske Wealth Management | 7,125 | $325.8K | 0.10% | −200−2.7% | Reduced |
| Caldwell Trust Co | 7,228 | $330.5K | 0.03% | +406+6.0% | Added |
| Genesis Private Wealth, LLC | 7,266 | $332.2K | 0.14% | +1,168+19.2% | Added |
| Biltmore Family Office, LLC | 7,274 | $332.5K | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 7,275 | $332.6K | 0.02% | +4,144+132.4% | Added |
| Fukoku Mutual Life Insurance Co | 7,284 | $333.0K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 7,354 | $336.2K | 0.02% | −1,653−18.4% | Reduced |
| Waddell & Associates, LLC | 7,409 | $338.7K | 0.03% | +275+3.9% | Added |
| Eisler Capital Management Ltd. | 7,453 | $340.9K | 0.01% | −411,296−98.2% | Reduced |
| Selective Wealth Management, Inc. | 7,560 | $341.7K | 0.11% | +190+2.6% | Added |
| Chicago Partners Investment Group LLC | 7,713 | $341.9K | 0.01% | +137+1.8% | Added |
| National Asset Management, Inc. | 7,517 | $343.7K | 0.02% | +645+9.4% | Added |
| Founders Grove Wealth Partners, LLC | 7,524 | $344.0K | 0.08% | −715−8.7% | Reduced |
| Bayforest Capital Ltd | 7,571 | $346.1K | 0.16% | +2,972+64.6% | Added |
| Nwam LLC | 7,963 | $346.4K | 0.02% | +22+0.3% | Added |
| First United Bank Trust | 7,637 | $349.2K | 0.11% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 7,683 | $351.3K | 0.01% | −1,247−14.0% | Reduced |
| Morris Financial Concepts, Inc. | 7,688 | $351.5K | 0.13% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 7,728 | $353.3K | 0.35% | −483−5.9% | Reduced |
| tru Independence LLC | 7,757 | $354.6K | 0.09% | +298+4.0% | Added |
| Voleon Capital Management LP | 7,774 | $355.4K | 0.01% | −2,313−22.9% | Reduced |
| Abacus Planning Group, Inc. | 7,780 | $355.7K | 0.05% | −43−0.5% | Reduced |
| Polymer Capital Management (HK) LTD | 7,804 | $356.8K | 0.05% | +7,804 | New |
| Summit Asset Management, LLC | 7,959 | $363.9K | 0.06% | −1,280−13.9% | Reduced |
| Wynn Capital, LLC | 7,974 | $364.6K | 0.18% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 8,304 | $364.8K | 0.20% | −19−0.2% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $365.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,011 | $366.3K | 0.01% | +349+4.6% | Added |
| Lantz Financial LLC | 8,064 | $368.7K | 0.08% | +1,623+25.2% | Added |
| Cim Investment Mangement Inc | 8,095 | $370.1K | 0.10% | −92−1.1% | Reduced |
| LBMC Investment Advisors, LLC | 8,098 | $370.2K | 0.02% | 00.0% | Unchanged |
| 1st Source Bank | 8,114 | $371.0K | 0.02% | −463−5.4% | Reduced |
| International Private Wealth Advisors LLC | 8,184 | $374.2K | 0.24% | −1,354−14.2% | Reduced |
| Beacon Pointe Advisors, LLC | 8,202 | $375.0K | 0.00% | −26,247−76.2% | Reduced |
| Regal Investment Advisors LLC | 8,224 | $376.0K | 0.02% | +1,608+24.3% | Added |
| Whittier Trust Co of Nevada Inc | 8,284 | $377.1K | 0.01% | −24−0.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,285 | $378.8K | 0.04% | −100−1.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,286 | $378.8K | 0.16% | +1,787+27.5% | Added |
| Souders Financial Advisors | 8,308 | $379.9K | 0.05% | +2,812+51.2% | Added |
| Landscape Capital Management, L.L.C. | 8,365 | $382.4K | 0.02% | +8,365 | New |
| Asset Dedication, LLC | 8,406 | $384.3K | 0.03% | +14+0.2% | Added |
| Spire Wealth Management | 8,425 | $385.2K | 0.01% | +23+0.3% | Added |
| Keystone Financial Group | 8,434 | $385.6K | 0.03% | −231−2.7% | Reduced |
| Cypress Wealth Services, LLC | 8,466 | $387.1K | 0.06% | +20+0.2% | Added |
| Journey Strategic Wealth LLC | 8,467 | $387.1K | 0.01% | +1,843+27.8% | Added |
| Eagle Strategies LLC | 8,482 | $387.8K | 0.05% | −554−6.1% | Reduced |
| Ti-Trust, Inc | 8,504 | $388.8K | 0.24% | +174+2.1% | Added |
| Dorsey & Whitney Trust CO LLC | 8,524 | $389.7K | 0.02% | −154−1.8% | Reduced |
| AA Financial Advisors, LLC | 8,537 | $390.3K | 0.08% | −88−1.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,539 | $390.4K | 0.13% | −414−4.6% | Reduced |
| Aprio Wealth Management, LLC | 8,564 | $391.6K | 0.04% | +226+2.7% | Added |
| Institute for Wealth Management, LLC. | 8,567 | $391.7K | 0.04% | +431+5.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 8,609 | $393.6K | 0.00% | −821−8.7% | Reduced |
| NFP Retirement, Inc. | 8,623 | $394.3K | 0.03% | −292−3.3% | Reduced |
| Clark Capital Management Group, Inc. | 8,626 | $394.4K | 0.00% | +177+2.1% | Added |
| Valley National Advisers Inc | 8,640 | $395.0K | 0.06% | +7+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,644 | $395.2K | 0.03% | +10.0% | Added |
| SkyView Investment Advisors, LLC | 8,671 | $396.0K | 0.05% | +1,687+24.2% | Added |
| Transamerica Financial Advisors, Inc. | 8,687 | $397.2K | 0.03% | +3,191+58.1% | Added |
| Fisher Asset Management, LLC | 8,728 | $399.1K | 0.00% | +1,556+21.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,766 | $400.6K | 0.02% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 8,799 | $402.3K | 0.40% | +1,754+24.9% | Added |
| Avalon Trust Co | 8,807 | $402.7K | 0.03% | +32+0.4% | Added |
| BankPlus Wealth Management LLC | 8,833 | $403.8K | 0.24% | +743+9.2% | Added |
| Accurate Wealth Management, LLC | 9,208 | $404.3K | 0.05% | +942+11.4% | Added |
| Arlington Trust Co LLC | 8,892 | $406.5K | 0.07% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 8,893 | $406.6K | 0.15% | −9−0.1% | Reduced |