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 |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 11,454 | $523.7K | 0.03% | −3,140−21.5% | Reduced |
| TCG Advisory Services, LLC | 11,522 | $526.8K | 0.02% | +376+3.4% | Added |
| Nalls Sherbakoff Group, LLC | 11,622 | $531.3K | 0.36% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 11,623 | $531.4K | 0.04% | +584+5.3% | Added |
| Culbertson A N & Co Inc | 11,628 | $531.6K | 0.08% | −100−0.9% | Reduced |
| Sculati Wealth Management, LLC | 11,659 | $533.0K | 0.19% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 11,662 | $533.2K | 0.11% | −1,050−8.3% | Reduced |
| Adams Wealth Management | 11,672 | $533.6K | 0.11% | −2,140−15.5% | Reduced |
| CacheTech Inc. | 11,672 | $533.6K | 0.11% | −2,140−15.5% | Reduced |
| Eads & Heald Wealth Management | 11,688 | $534.0K | 0.25% | +322+2.8% | Added |
| Ameritas Investment Partners, Inc. | 11,753 | $537.3K | 0.02% | −607−4.9% | Reduced |
| Heritage Investors Management Corp | 11,775 | $538.0K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 11,823 | $540.5K | 0.13% | −803−6.4% | Reduced |
| Gratus Wealth Advisors, LLC | 11,828 | $540.8K | 0.08% | −7,112−37.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,249 | $543.0K | 0.09% | −48−0.4% | Reduced |
| Shepherd Financial Partners LLC | 11,915 | $544.8K | 0.05% | +25+0.2% | Added |
| Moneta Group Investment Advisors LLC | 11,920 | $545.0K | 0.00% | −845−6.6% | Reduced |
| Evercore Wealth Management, LLC | 11,968 | $547.2K | 0.01% | −520−4.2% | Reduced |
| Venturi Wealth Management, LLC | 11,968 | $547.2K | 0.03% | +327+2.8% | Added |
| Laurion Capital Management LP | 12,093 | $552.9K | 0.08% | +12,093 | New |
| Sage Mountain Advisors LLC | 12,172 | $556.5K | 0.03% | +4,203+52.7% | Added |
| Code Waechter LLC | 12,681 | $557.1K | 0.36% | +214+1.7% | Added |
| Farmers & Merchants Investments Inc | 12,242 | $559.7K | 0.02% | +260+2.2% | Added |
| Foster & Motley Inc | 12,252 | $560.0K | 0.03% | −790−6.1% | Reduced |
| CX Institutional | 12,277 | $561.0K | 0.02% | +2,813+29.7% | Added |
| Thompson Investment Management, Inc. | 12,276 | $561.3K | 0.07% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 12,335 | $564.0K | 0.29% | 00.0% | Unchanged |
| CenterBook Partners LP | 12,402 | $567.0K | 0.03% | +12,402 | New |
| Ransom Advisory, Ltd | 12,430 | $568.3K | 0.26% | −700−5.3% | Reduced |
| Live Oak Private Wealth LLC | 12,448 | $569.1K | 0.08% | +174+1.4% | Added |
| Forefront Wealth Partners, LLC | 12,526 | $572.7K | 0.14% | −9−0.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 12,538 | $572.9K | 0.03% | +45+0.4% | Added |
| Oxford Asset Management LLP | 12,552 | $573.9K | 0.19% | +12,552 | New |
| Wolff Financial Management LLC | 12,560 | $574.2K | 0.13% | −26−0.2% | Reduced |
| Intrust Bank NA | 12,598 | $576.0K | 0.05% | +35+0.3% | Added |
| Exencial Wealth Advisors, LLC | 12,619 | $576.9K | 0.02% | −1,438−10.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 12,624 | $577.2K | 0.10% | 00.0% | Unchanged |
| Cigna Investments Inc | 12,681 | $580.0K | 0.08% | −113−0.9% | Reduced |
| Syon Capital LLC | 12,691 | $580.2K | 0.03% | −602−4.5% | Reduced |
| Westhampton Capital, LLC | 12,755 | $583.2K | 0.28% | −170−1.3% | Reduced |
| LexAurum Advisors, LLC | 12,772 | $583.9K | 0.08% | +7,918+163.1% | Added |
| Duncan Williams Asset Management, LLC | 12,773 | $584.0K | 0.16% | −235−1.8% | Reduced |
| Payden & Rygel | 12,800 | $585.0K | 0.05% | 00.0% | Unchanged |
| RFP Financial Group LLC | 12,966 | $586.2K | 0.24% | +152+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 12,832 | $586.7K | 0.01% | +152+1.2% | Added |
| BTG Pactual Asset Management US LLC | 12,835 | $586.8K | 0.07% | +12,835 | New |
| Paragon Private Wealth Management, LLC | 12,875 | $588.7K | 0.19% | +3,005+30.4% | Added |
| IHT Wealth Management, LLC | 12,888 | $589.2K | 0.01% | −528−3.9% | Reduced |
| Teza Capital Management LLC | 12,957 | $592.4K | 3.20% | −8,033−38.3% | Reduced |
| Hoxton Planning & Management, LLC | 12,982 | $593.5K | 0.19% | −840−6.1% | Reduced |
| Leavell Investment Management, Inc. | 12,991 | $594.0K | 0.03% | −5,847−31.0% | Reduced |
| Uncommon Cents Investing LLC | 13,020 | $595.3K | 0.15% | +285+2.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $600.0K | 0.16% | 00.0% | Unchanged |
| Greenleaf Trust | 13,174 | $602.3K | 0.01% | +127+1.0% | Added |
| GeoWealth Management, LLC | 13,217 | $604.3K | 0.02% | +7,338+124.8% | Added |
| Aaron Wealth Advisors | 13,366 | $611.1K | 0.04% | +5,232+64.3% | Added |
| Krilogy Financial LLC | 13,890 | $612.0K | 0.02% | +13,890 | New |
| Archer Investment Corp | 13,411 | $613.2K | 0.14% | 00.0% | Unchanged |
| Groupama Asset Managment | 13,431 | $614.1K | 0.01% | +13,431 | New |
| Koshinski Asset Management, Inc. | 13,440 | $614.5K | 0.04% | −64−0.5% | Reduced |
| Eastover Investment Advisors LLC | 13,481 | $616.4K | 0.27% | 00.0% | Unchanged |
| First Financial Group Corp | 13,498 | $617.1K | 0.53% | −838−5.8% | Reduced |
| Fee-Only Financial Planning, L.C. | 13,506 | $617.5K | 0.36% | −1,865−12.1% | Reduced |
| Pinnacle Holdings, LLC | 13,520 | $618.1K | 0.22% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 13,559 | $619.9K | 0.17% | +177+1.3% | Added |
| Klingman & Associates, LLC | 13,586 | $621.2K | 0.03% | +83+0.6% | Added |
| Change Path, LLC | 13,658 | $624.4K | 0.02% | +2,172+18.9% | Added |
| Premier Path Wealth Partners, LLC | 13,687 | $625.7K | 0.08% | +1,210+9.7% | Added |
| F/M Investments LLC | 13,720 | $627.3K | 0.02% | −274−2.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 13,748 | $628.0K | 0.22% | +1,253+10.0% | Added |
| Boston Private Wealth LLC | 13,750 | $628.7K | 0.03% | −2,879−17.3% | Reduced |
| Gladstone Institutional Advisory LLC | 13,840 | $632.8K | 0.02% | +81+0.6% | Added |
| Polymer Capital Management (US) LLC | 13,867 | $634.0K | 0.08% | +13,867 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 13,944 | $637.5K | 0.13% | +2,337+20.1% | Added |
| Prosperity Wealth Management, Inc. | 14,032 | $641.5K | 0.22% | +8+0.1% | Added |
| Rossmore Private Capital | 14,098 | $644.6K | 0.07% | −20−0.1% | Reduced |
| Sumitomo Life Insurance Co | 14,101 | $644.7K | 0.02% | −577−3.9% | Reduced |
| Sigma Planning Corp | 14,108 | $645.0K | 0.02% | −1,797−11.3% | Reduced |
| Hudson Bay Capital Management LP | 14,140 | $646.5K | 0.00% | +14,140 | New |
| Keel Point, LLC | 14,232 | $650.7K | 0.04% | −213−1.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,252 | $651.6K | 0.32% | −333−2.3% | Reduced |
| First Horizon Corp | 14,256 | $651.8K | 0.03% | +14,256 | New |
| Capital Fund Management S.A. | 14,280 | $652.9K | 0.01% | +14,280 | New |
| Alamea Verwaltungs GmbH | 14,287 | $653.2K | 0.45% | +2,085+17.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 14,306 | $654.1K | 0.03% | +14,306 | New |
| Busey Wealth Management | 14,329 | $655.1K | 0.02% | −454−3.1% | Reduced |
| Citizens Financial Group Inc | 14,349 | $656.0K | 0.01% | −2,841−16.5% | Reduced |
| First City Capital Management, Inc. | 14,359 | $656.5K | 0.35% | +13+0.1% | Added |
| Texas Yale Capital Corp. | 14,400 | $658.4K | 0.02% | −130−0.9% | Reduced |
| Wedmont Private Capital | 14,578 | $658.9K | 0.02% | +1,341+10.1% | Added |
| Oak Hill Wealth Advisors, LLC | 14,494 | $662.7K | 0.12% | +650+4.7% | Added |
| Icon Wealth Advisors, LLC | 14,514 | $663.6K | 0.04% | +219+1.5% | Added |
| 3Chopt Investment Partners, LLC | 14,520 | $663.9K | 0.15% | −2,877−16.5% | Reduced |
| Alteri Wealth LLC | 14,577 | $666.5K | 0.23% | +495+3.5% | Added |
| Prosperity Consulting Group, LLC | 14,586 | $666.9K | 0.03% | +1,025+7.6% | Added |
| Fiduciary Family Office, LLC | 14,602 | $667.6K | 0.19% | +650+4.7% | Added |
| Sunpointe, LLC | 14,608 | $667.9K | 0.24% | +1,871+14.7% | Added |
| X-Square Capital, LLC | 14,638 | $669.0K | 0.21% | +60.0% | Added |
| Inspirion Wealth Advisors, LLC | 15,700 | $671.5K | 0.09% | −1,220−7.2% | Reduced |
| Sterling Capital Management LLC | 14,695 | $671.8K | 0.01% | −78−0.5% | Reduced |