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 |
|---|---|---|---|---|---|
| Cornerstone Advisors Asset Management, LLC | 8,910 | $407.4K | 0.07% | +541+6.5% | Added |
| Fiducient Advisors LLC | 8,915 | $407.6K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 8,977 | $410.4K | 0.02% | +3,166+54.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,994 | $411.2K | 0.05% | +8,994 | New |
| Financial Management Network Inc | 9,073 | $411.3K | 0.07% | −4,264−32.0% | Reduced |
| Midland Wealth Advisors LLC | 9,010 | $411.9K | 0.02% | −2,965−24.8% | Reduced |
| Howard Capital Management Inc. | 9,012 | $412.0K | 0.01% | +288+3.3% | Added |
| Tompkins Financial Corp | 9,023 | $412.5K | 0.03% | +1,166+14.8% | Added |
| Everett Harris & Co | 9,080 | $415.1K | 0.01% | 00.0% | Unchanged |
| Myriad Asset Management US LP | 9,110 | $416.5K | 0.23% | +9,110 | New |
| Parthenon LLC | 9,112 | $416.6K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 9,136 | $417.7K | 0.05% | +194+2.2% | Added |
| Main Street Financial Solutions, LLC | 9,150 | $418.3K | 0.03% | +2,367+34.9% | Added |
| Cypress Capital Group | 9,217 | $421.4K | 0.05% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 9,281 | $424.3K | 0.02% | −8,193−46.9% | Reduced |
| MTM Investment Management, LLC | 9,296 | $425.0K | 0.14% | +35+0.4% | Added |
| Meiji Yasuda Life Insurance Co | 9,303 | $425.3K | 0.01% | +9,303 | New |
| Greatmark Investment Partners, Inc. | 9,320 | $426.1K | 0.05% | +21+0.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,355 | $427.7K | 0.00% | +75+0.8% | Added |
| Clark Financial Services Group Inc | 9,383 | $429.0K | 0.23% | +845+9.9% | Added |
| Toth Financial Advisory Corp | 9,390 | $429.3K | 0.05% | +71+0.8% | Added |
| LVW Advisors, LLC | 9,411 | $430.3K | 0.04% | −15−0.2% | Reduced |
| Roxbury Financial LLC | 9,430 | $431.1K | 0.40% | +82+0.9% | Added |
| Ellevest, Inc. | 9,433 | $431.3K | 0.06% | +1,096+13.1% | Added |
| Calamos Wealth Management LLC | 9,466 | $432.8K | 0.02% | +9,466 | New |
| Paradigm Financial Partners, LLC | 9,490 | $433.9K | 0.04% | +1,872+24.6% | Added |
| Aspiriant, LLC | 9,502 | $434.4K | 0.01% | −2,135−18.3% | Reduced |
| Waycross Partners, LLC | 9,525 | $435.5K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 9,577 | $437.9K | 0.02% | −33−0.3% | Reduced |
| Brady Family Wealth, LLC | 9,581 | $438.1K | 0.14% | −8,087−45.8% | Reduced |
| Raiffeisen Bank International AG | 9,546 | $438.4K | 0.01% | −5,373−36.0% | Reduced |
| 5T Wealth, LLC | 9,606 | $439.2K | 0.19% | −10.0% | Reduced |
| BSW Wealth Partners | 9,616 | $439.7K | 0.05% | −1,014−9.5% | Reduced |
| Chancellor Financial Group WB LP | 9,746 | $445.6K | 0.32% | −200−2.0% | Reduced |
| Southeast Asset Advisors Inc. | 9,765 | $446.5K | 0.05% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 9,769 | $446.6K | 0.03% | −1,998−17.0% | Reduced |
| Transcend Wealth Collective, LLC | 9,823 | $449.1K | 0.03% | +1,585+19.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,831 | $449.5K | 0.04% | −356−3.5% | Reduced |
| Stonebridge Financial Group, LLC | 9,831 | $449.5K | 0.04% | +29+0.3% | Added |
| Phillips Wealth Planners LLC | 9,956 | $451.3K | 0.37% | +1,795+22.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,878 | $451.6K | 0.25% | +9,878 | New |
| Wilkins Investment Counsel Inc | 9,975 | $456.1K | 0.06% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 9,988 | $456.7K | 0.07% | −10,804−52.0% | Reduced |
| American Assets Inc | 10,000 | $457.2K | 0.15% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 10,000 | $457.2K | 0.09% | +10,000 | New |
| Westover Capital Advisors, LLC | 10,018 | $458.0K | 0.08% | 00.0% | Unchanged |
| Banco Santander, S.A. | 10,021 | $458.2K | 0.00% | −2,010−16.7% | Reduced |
| Taylor Hoffman Capital Management LLC | 10,067 | $460.3K | 0.14% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 10,077 | $460.7K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 10,079 | $460.8K | 0.02% | +1,598+18.8% | Added |
| Cassaday & Co Wealth Management LLC | 10,113 | $462.4K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 10,139 | $463.6K | 0.06% | +10,139 | New |
| Hardy Reed LLC | 10,171 | $465.0K | 0.03% | +130+1.3% | Added |
| Bartlett & Co. Wealth Management LLC | 10,177 | $465.3K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 10,138 | $465.5K | 0.00% | −21,237−67.7% | Reduced |
| Ci Investments Inc. | 10,187 | $466.0K | 0.00% | +1,367+15.5% | Added |
| Pine Harbor Wealth Management, LLC | 10,208 | $466.7K | 0.15% | −300−2.9% | Reduced |
| Hamilton Capital Partners Inc. | 10,227 | $467.6K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10,249 | $468.6K | 0.01% | −9,296−47.6% | Reduced |
| Berkshire Money Management, Inc. | 10,292 | $470.6K | 0.05% | +10,292 | New |
| Bridgefront Capital, LLC | 10,295 | $470.7K | 0.14% | +10,295 | New |
| Rothschild Investment LLC | 10,308 | $471.3K | 0.03% | −50.0% | Reduced |
| Wright Investors Service Inc | 10,357 | $473.5K | 0.14% | −610−5.6% | Reduced |
| Successful Portfolios LLC | 10,357 | $473.5K | 0.28% | +63+0.6% | Added |
| Checchi Capital Advisers, LLC | 10,389 | $475.0K | 0.03% | −1,271−10.9% | Reduced |
| RKL Wealth Management LLC | 10,438 | $477.2K | 0.04% | −2,267−17.8% | Reduced |
| Concord Asset Management, LLC | 10,449 | $477.7K | 0.09% | −59,398−85.0% | Reduced |
| Sowell Financial Services LLC | 10,475 | $478.9K | 0.02% | +606+6.1% | Added |
| Compass Ion Advisors, LLC | 10,484 | $479.3K | 0.05% | −10,489−50.0% | Reduced |
| Valmark Advisers, Inc. | 10,499 | $480.0K | 0.01% | −46−0.4% | Reduced |
| Kennebec Savings Bank | 10,533 | $481.6K | 0.44% | +1,017+10.7% | Added |
| Quadrant Private Wealth Management, LLC | 10,575 | $483.5K | 0.09% | +47+0.4% | Added |
| Parallax Volatility Advisers, L.P. | 10,598 | $484.5K | 0.01% | +10,598 | New |
| Park Place Capital Corp | 10,606 | $484.9K | 0.10% | +1,577+17.5% | Added |
| Westwood Holdings Group Inc. | 10,629 | $486.0K | 0.00% | −1,316−11.0% | Reduced |
| First Dallas Securities Inc. | 10,686 | $488.6K | 0.18% | +1,011+10.4% | Added |
| Johnson Investment Counsel Inc | 10,726 | $490.4K | 0.00% | −139−1.3% | Reduced |
| Northwest & Ethical Investments L.P. | 10,800 | $493.8K | 0.01% | −4,200−28.0% | Reduced |
| MBL Wealth, LLC | 10,806 | $494.1K | 0.04% | +510+5.0% | Added |
| Verum Partners LLC | 10,818 | $494.6K | 0.11% | 00.0% | Unchanged |
| Caxton Associates LLP | 10,875 | $497.2K | 0.01% | −2,973−21.5% | Reduced |
| Franklin Street Advisors Inc | 10,975 | $501.8K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 11,030 | $504.3K | 0.10% | +2,260+25.8% | Added |
| BKD Wealth Advisors, LLC | 11,031 | $504.3K | 0.01% | −991−8.2% | Reduced |
| Hayek Kallen Investment Management | 11,047 | $505.0K | 0.16% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 11,061 | $505.7K | 0.02% | +2,606+30.8% | Added |
| Whittier Trust Co | 11,126 | $506.5K | 0.01% | −928−7.7% | Reduced |
| Longfellow Investment Management Co LLC | 11,083 | $506.7K | 0.12% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,093 | $507.2K | 0.25% | +6+0.1% | Added |
| SLT Holdings LLC | 11,114 | $508.1K | 0.33% | −70−0.6% | Reduced |
| Vaughan David Investments LLC | 11,146 | $510.0K | 0.01% | +20+0.2% | Added |
| Fiduciary Group LLC | 11,248 | $514.3K | 0.05% | −2,110−15.8% | Reduced |
| Howe & Rusling Inc | 11,251 | $514.4K | 0.04% | +11,251 | New |
| Tower Bridge Advisors | 11,290 | $516.2K | 0.05% | −300−2.6% | Reduced |
| North Star Investment Management Corp. | 11,342 | $518.6K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 11,394 | $520.9K | 0.01% | +1,080+10.5% | Added |
| Cidel Asset Management Inc | 11,409 | $521.6K | 0.03% | +298+2.7% | Added |
| HBK Sorce Advisory LLC | 12,074 | $522.3K | 0.01% | +2,237+22.7% | Added |
| LifeWealth Investments, LLC | 11,446 | $523.3K | 0.08% | −80−0.7% | Reduced |
| Evergreen Capital Management LLC | 11,453 | $523.6K | 0.01% | +2,221+24.1% | Added |