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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 14,712 | $672.6K | 0.08% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 14,715 | $672.8K | 0.08% | +658+4.7% | Added |
| Advocacy Wealth Management Services, LLC | 14,720 | $673.0K | 0.03% | +14,720 | New |
| Panagora Asset Management Inc | 14,748 | $674.3K | 0.00% | −222−1.5% | Reduced |
| Legacy Capital Group California, Inc. | 14,771 | $675.3K | 0.17% | +40.0% | Added |
| EntryPoint Capital, LLC | 14,796 | $676.5K | 0.26% | +14,796 | New |
| Marino, Stram & Associates LLC | 14,798 | $676.5K | 0.12% | +70+0.5% | Added |
| Centaurus Financial, Inc. | 14,801 | $677.0K | 0.03% | +4,353+41.7% | Added |
| Partners in Financial Planning | 14,808 | $677.0K | 0.12% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 14,914 | $681.9K | 0.03% | +2,435+19.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14,918 | $682.0K | 0.04% | +7,040+89.4% | Added |
| Centurion Wealth Management LLC | 14,954 | $683.7K | 0.16% | +156+1.1% | Added |
| Aspire Private Capital, LLC | 15,024 | $686.9K | 0.15% | −2,984−16.6% | Reduced |
| Integrated Advisors Network LLC | 15,038 | $687.5K | 0.03% | −785−5.0% | Reduced |
| Centennial Wealth Advisory LLC | 15,038 | $687.6K | 0.19% | +556+3.8% | Added |
| Pines Wealth Management, LLC | 15,049 | $688.0K | 0.23% | −970−6.1% | Reduced |
| Princeton Capital Management LLC | 15,090 | $689.9K | 0.19% | −27,439−64.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 15,127 | $691.6K | 0.19% | −4,410−22.6% | Reduced |
| Riverbend Wealth Management, LLC | 15,148 | $692.6K | 0.48% | +189+1.3% | Added |
| FSM Wealth Advisors, LLC | 15,161 | $693.2K | 0.10% | +283+1.9% | Added |
| Ausdal Financial Partners, Inc. | 15,172 | $693.7K | 0.03% | +8,076+113.8% | Added |
| Strategic Blueprint, LLC | 15,197 | $694.8K | 0.03% | +106+0.7% | Added |
| First County Bank | 15,200 | $694.9K | 0.35% | −1,191−7.3% | Reduced |
| Vontobel Holding Ltd. | 15,319 | $700.4K | 0.00% | −3,050−16.6% | Reduced |
| Trust Asset Management LLC | 15,324 | $700.6K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,484 | $707.9K | 0.02% | −36,662−70.3% | Reduced |
| Mayfair Advisory Group, LLC | 15,497 | $708.5K | 0.30% | −100−0.6% | Reduced |
| NBC Securities, Inc. | 15,574 | $712.1K | 0.05% | −562−3.5% | Reduced |
| Atticus Wealth Management, LLC | 15,634 | $714.8K | 0.18% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 15,659 | $715.9K | 0.06% | +9,845+169.3% | Added |
| TownSquare Capital, LLC | 15,747 | $720.0K | 0.11% | −765−4.6% | Reduced |
| EverSource Wealth Advisors, LLC | 15,766 | $720.9K | 0.03% | −200−1.3% | Reduced |
| FLC Capital Advisors | 15,850 | $724.7K | 0.14% | +10.0% | Added |
| YANKCOM Partnership | 15,857 | $725.0K | 0.33% | +1,851+13.2% | Added |
| Cullen/Frost Bankers, Inc. | 15,924 | $728.1K | 0.01% | −674−4.1% | Reduced |
| Bahl & Gaynor Inc | 15,935 | $728.5K | 0.00% | −5,337−25.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,948 | $729.1K | 0.04% | −237−1.5% | Reduced |
| RMB Capital Management, LLC | 15,958 | $729.6K | 0.01% | +5,099+47.0% | Added |
| Convergence Investment Partners, LLC | 15,985 | $730.8K | 0.16% | +15,985 | New |
| Gabelli Funds LLC | 16,000 | $731.5K | 0.00% | −700−4.2% | Reduced |
| Broyhill Asset Management | 16,130 | $737.5K | 0.65% | +150+0.9% | Added |
| Waterloo Capital, L.P. | 16,190 | $740.2K | 0.06% | +447+2.8% | Added |
| Canal Capital Management, LLC | 16,224 | $741.8K | 0.11% | +132+0.8% | Added |
| Mather Group, LLC. | 16,249 | $742.9K | 0.01% | +9,944+157.7% | Added |
| Dudley Capital Management, LLC | 16,328 | $746.5K | 0.34% | 00.0% | Unchanged |
| Strategic Advisors LLC | 16,330 | $746.6K | 0.12% | −110−0.7% | Reduced |
| NorthRock Partners, LLC | 16,385 | $749.1K | 0.01% | +1,347+9.0% | Added |
| Signature Estate & Investment Advisors LLC | 16,458 | $752.5K | 0.02% | −1,360−7.6% | Reduced |
| MAI Capital Management | 16,464 | $752.7K | 0.00% | −344−2.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,553 | $756.8K | 0.01% | +5,568+50.7% | Added |
| Elevated Capital Advisors, LLC | 16,565 | $757.4K | 0.19% | −1,559−8.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,609 | $759.4K | 0.04% | +48+0.3% | Added |
| Capital International Sarl | 16,657 | $761.6K | 0.01% | −26,895−61.8% | Reduced |
| 1620 Investment Advisors, Inc. | 16,679 | $762.6K | 0.52% | +10,311+161.9% | Added |
| NBT Bank N A | 16,696 | $763.3K | 0.05% | +847+5.3% | Added |
| Infrastructure Capital Advisors, LLC | 17,112 | $763.7K | 0.09% | −1,647−8.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 16,718 | $764.3K | 0.19% | +261+1.6% | Added |
| Naples Global Advisors, LLC | 16,758 | $766.2K | 0.06% | +287+1.7% | Added |
| WESPAC Advisors, LLC | 16,875 | $771.5K | 0.45% | +16,875 | New |
| Hills Bank & Trust Co | 16,906 | $772.9K | 0.05% | −22,149−56.7% | Reduced |
| United Community Bank | 16,924 | $773.8K | 0.24% | +10,632+169.0% | Added |
| Washington Capital Management Inc | 17,000 | $777.2K | 0.55% | +5,000+41.7% | Added |
| Pitcairn Co | 17,088 | $781.3K | 0.06% | +1,930+12.7% | Added |
| Invst, LLC | 17,204 | $786.6K | 0.09% | −394−2.2% | Reduced |
| Oddo BHF Asset Management SAS | 17,221 | $787.3K | 0.03% | +309+1.8% | Added |
| J.Safra Asset Management Corp | 17,395 | $795.3K | 0.05% | +6,076+53.7% | Added |
| Woodard & Co Asset Management Group Inc | 17,497 | $800.0K | 0.13% | +1,795+11.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 17,529 | $801.4K | 0.12% | −45,784−72.3% | Reduced |
| Congress Asset Management Co | 17,578 | $803.7K | 0.01% | −1,270−6.7% | Reduced |
| Essex Financial Services, Inc. | 17,672 | $808.0K | 0.05% | +423+2.5% | Added |
| Legacy Capital Wealth Partners, LLC | 17,682 | $808.4K | 0.18% | −204−1.1% | Reduced |
| HM Payson & Co | 17,693 | $808.9K | 0.01% | +817+4.8% | Added |
| Catalyst Funds Management Pty Ltd | 17,700 | $809.2K | 0.12% | +17,700 | New |
| Badgley Phelps Wealth Managers, LLC | 17,759 | $811.9K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 17,815 | $814.5K | 0.06% | +115+0.6% | Added |
| Insigneo Advisory Services, LLC | 17,909 | $818.8K | 0.06% | +690+4.0% | Added |
| Sheets Smith Wealth Management | 18,060 | $825.7K | 0.09% | −29−0.2% | Reduced |
| Chilton Investment Co LLC | 18,102 | $827.6K | 0.02% | +4,082+29.1% | Added |
| WBI Investments | 18,144 | $829.5K | 0.21% | −3,602−16.6% | Reduced |
| Smith, Salley & Associates | 18,289 | $836.2K | 0.04% | −2,678−12.8% | Reduced |
| Fiduciary Trust Co | 18,303 | $836.8K | 0.01% | +3,864+26.8% | Added |
| Plimoth Trust Co LLC | 18,372 | $840.0K | 0.19% | −855−4.4% | Reduced |
| Valeo Financial Advisors, LLC | 18,467 | $844.3K | 0.02% | −3,485−15.9% | Reduced |
| Private Trust Co NA | 18,563 | $848.7K | 0.07% | +79+0.4% | Added |
| Weiss Asset Management LP | 18,610 | $850.8K | 0.01% | +18,610 | New |
| CSS LLC | 18,618 | $851.2K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 18,648 | $852.6K | 0.08% | +83+0.4% | Added |
| Equitable Holdings, Inc. | 18,685 | $854.3K | 0.01% | +1,141+6.5% | Added |
| Burke & Herbert Bank & Trust Co | 18,737 | $856.7K | 0.18% | −2,240−10.7% | Reduced |
| Trust Co of Virginia | 18,791 | $859.1K | 0.07% | −30−0.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 18,833 | $861.0K | 0.18% | +1,691+9.9% | Added |
| Umb Bank N A | 18,841 | $861.4K | 0.01% | −2,372−11.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,865 | $862.5K | 0.02% | +210+1.1% | Added |
| Todd Asset Management LLC | 18,986 | $868.0K | 0.02% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 19,009 | $869.1K | 0.24% | −500−2.6% | Reduced |
| West Paces Advisors Inc. | 19,070 | $871.9K | 0.17% | −160−0.8% | Reduced |
| OmniStar Financial Group, Inc. | 19,089 | $872.8K | 0.53% | +2,584+15.7% | Added |
| Adapt Wealth Advisors, LLC | 19,092 | $872.9K | 0.32% | −614−3.1% | Reduced |
| Paradigm Capital Management, LLC | 19,095 | $873.0K | 0.87% | −5,250−21.6% | Reduced |
| Hodges Capital Management Inc. | 19,213 | $878.4K | 0.08% | −4,224−18.0% | Reduced |